BETA

J N NELSON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
J N NELSON FAMILY FOUNDATION (EIN 38-3342652)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-22
IRS object ID
202233269349100108
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-22T08:38:25-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383567911PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12330 EAST PARIS AVE SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383342652EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J N NELSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJNNEBusinessNameControlTxt
Phone8106910649PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11780 THATCH PALM DRAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY NELSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8106910649PhoneNum
Signature2022-09-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAYPersonFirstNm
Person LastNELSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY E HERT CPAPreparerPersonNm
PTINP00066715PTIN
Phone6169754100PhoneNum
Preparation2022-09-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,511,437FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,154,364ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$104,793DividendsRevAndExpnssAmt
Dividends Net Invst Incm$104,793DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$776,980NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,577,684GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$776,980CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,036,137TotalRevAndExpnssAmt
Total Net Invst Incm$881,773TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$32,841OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,841OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$673TaxesRevAndExpnssAmt
Taxes Net Invst Incm$673TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,414TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,414TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$175,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$175,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$212,414TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,414TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$175,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,823,723ExcessRevenueOverExpensesAmt
Net Investment Income$844,359NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,867CashBOYAmt
Cash EOY$130,201CashEOYAmt
Cash EOYFMV$130,201CashEOYFMVAmt
Corporate Stock BOY$1,917,980CorporateStockBOYAmt
Corporate Stock EOY$2,880,790CorporateStockEOYAmt
Corporate Stock EOYFMV$5,800,810CorporateStockEOYFMVAmt
Corporate Bonds BOY$568,937CorporateBondsBOYAmt
Corporate Bonds EOY$570,870CorporateBondsEOYAmt
Corporate Bonds EOYFMV$580,426CorporateBondsEOYFMVAmt
Total Assets BOY$2,504,784TotalAssetsBOYAmt
Total Assets EOY$3,581,861TotalAssetsEOYAmt
Total Assets EOYFMV$6,511,437TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,504,784RetainedEarningBOYAmt
Retained Earning EOY$3,581,861RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,504,784TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,581,861TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,504,784TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,581,861TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,504,784TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,823,723ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,328,507SubtotalAmt
Other Decreases$746,646OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,581,861TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERMP$186,683$188,530-$1,847-$1,847
LONG TERMP$1,331,551$612,174$719,377$719,377
CAPITAL GAINS DIVIDENDSP$59,450$59,450$59,450
FieldValueIRS element (for citing)
Capital Gain Net Income$776,980CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,737InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,737SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,764EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,764TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,027OverpaymentAmt
Applied To ES Tax$3,027AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAY NELSONIndividualWithBooksNm
Phone8106910649PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11780 THATCH PALM DRAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334327453ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAY N NELSON
1780 THATCH PALM DRIVEBOCA RATONFL334327453PRESIDENT/TREASURER0.50$0$0$0
MARILYN S NELSON
1780 THATCH PALM DRIVEBOCA RATONFL334327453VICE PRESIDENT/SECRETARY0.50$0$0$0
ROBIN N CONTESSA
1780 THATCH PALM DRIVEBOCA RATONFL334327453DIRECTOR0.50$0$0$0
BONNIE S HASCHKE
1780 THATCH PALM DRIVEBOCA RATONFL334327453DIRECTOR0.50$0$0$0
DAVID N NELSON
1780 THATCH PALM DRIVEBOCA RATONFL334327453DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,178,366AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,073AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,233,439TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,233,439AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,502CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,154,937NetVlNoncharitableAssetsAmt
Minimum Investment Return$257,747MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$257,747MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,737TaxBasedOnInvestmentIncomeAmt
Total Tax$11,737TotalTaxAmt
Distributable Before Adj$246,010DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$246,010DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$246,010DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$175,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$175,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$246,010DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$15,412ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,865ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,277TotalExcessDistributionCyovAmt
Qualifying Distributions$175,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$175,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$30,277ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$30,277ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$40,733UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAY N NELSONContributingManagerNm
Contributing ManagerMARILYN S NELSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAY N NELSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11780 THATCH PALM DRAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8106910649RecipientPhoneNum
Form And Info And MaterialsAPPLICATION FORMS CAN BE OBTAINED AT THE ADDRESS LISTED ABOVE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLIMITATION ON AWARDS TO BE DETERMINED BY THE FOUNDATION'S BOARD OF DIRECTORS ON AN ANNUAL BASIS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOCO RATON REGIONAL HOSPITAL FOUNDATION
745 MEADOWS RDBOCA RATONFL33466TAX-EXEMPTGENERAL OPERATIONS$50,000
HOOVER INSTITUTE
434 GALVEZ MALL STANDFORD UNIVERSITSTANFORDCA94305UNIVERSITYGENERAL OPERATIONS$15,000
CLL GLOBAL RESEARCH FOUNDATION
UNIT 426 PO BOX 301402HOUSTONTX77230TAX-EXEMPTGENERAL OPERATIONS$15,000
FLINT ROTARY CLUB
2481 DELWOOD DRCLIOMI48420TAX-EXEMPTGENERAL OPERATIONS$2,500
FLINT INSTITUTE OF MUSIC
1026 E KEARSLEY STFLINTMI48603UNIVERSITYSPONSOR CONCERT$10,000
HILLSDALE COLLEGE
33 E COLLEGE ST STE 500HILLSDALEMI49242UNIVERSITYGENERAL OPERATIONS$25,000
LYNN UNIVERSITY
3601 N MILITARY TRAILBOCA RATONFL33431UNIVERSITYCONSERVATORY OF MUSIC$13,500
NATIONAL SOCIETY OF ARTS AND LETTERS
7781 NW BEACON SQ BLVDBOCA RATONFL33467TAX-EXEMPTGENERAL OPERATIONS$5,500
OHIO STATE UNIVERSITY
425 STILLMAN HALL 1947 COLLEGE RDCOLUMBUSOH43210UNIVERSITYMSE DEPT$10,000
ORDER OF ST JOHN'S OF JERUSALEM
1771 SABAL PALMBOCA RATONFL33432RELIGIOUSGENERAL OPERATIONS$7,500
SALVATION ARMY
211 W KEARSLEY STREETFLINTMI48503TAX-EXEMPTGENERAL OPERATIONS$6,000
SCRIPPS RESEARCH INSTITUTE
130 SCRIPPS WAYJUPITERFL33458TAX-EXEMPTGENERAL OPERATIONS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$175,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$104,793ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$776,980ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$881,773ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$881,773TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JAY N NELSON
11780 THATCH PALM DRIVEBOCA RATONFL334327453$1,144,364Yes (X)
BONNIE NELSON HASCHKE
24593 BLAKEDALE CIRCLE NEROSWELLGA30075$10,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCKNoncashPropertyDesc
Fair Market Value$1,144,364FairMarketValueAmt
Received2021-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,900Amt
Net Investment Income$3,900NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART II, LINE 10B & 10CFormAndLineReferenceDesc
Medium ExplanationINVESTMENT ACCOUNT DETAIL AVAILABLE UPON REQUESTMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$570,870EOYBookValueAmt
EOYFMV$580,426EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES$2,494,696$5,416,949
OTHER$386,094$383,861

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
COST VS FMV ADJUSTMENT FOR DONATED STOCKS$745,872
NONDIVIDEND DISTRIBUTION$774

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$32,841Amt
Net Investment Income$32,841NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$673Amt
Net Investment Income$673NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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