J N NELSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J N NELSON FAMILY FOUNDATION (EIN 38-3342652)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-14
- IRS object ID
- 202502269349100700
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-14T06:30:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383567911 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 EAST PARIS AVE SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383342652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J N NELSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JNNE | BusinessNameControlTxt |
| Phone | 8106910649 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY NELSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8106910649 | PhoneNum |
| Signature | 2025-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E HERT CPA | PreparerPersonNm |
| PTIN | P00066715 | PTIN |
| Phone | 6169754100 | PhoneNum |
| Preparation | 2025-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,267,134 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $395,778 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $184,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $772,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,684,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $772,492 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,353,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $957,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,336 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,050 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $424,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $424,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $510,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $424,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $843,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $892,906 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,366 | CashBOYAmt |
| Cash EOY | $106,457 | CashEOYAmt |
| Cash EOYFMV | $106,457 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,566,521 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,830,042 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,714,555 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $738,880 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,002,898 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $982,294 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $380,585 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $426,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $463,828 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,765,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,365,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,267,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,765,352 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,365,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,765,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,365,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,765,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,365,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,765,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $843,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,608,486 | SubtotalAmt |
| Other Decreases | $242,638 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,365,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM | P | $41,645 | $41,983 | -$338 | -$338 |
| LONG TERM | P | $1,622,686 | $869,931 | $752,755 | $752,755 |
| CAPITAL GAINS DIVIDENDS | P | $20,075 | $20,075 | $20,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $772,492 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,876 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,876 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,465 | OverpaymentAmt |
| Applied To ES Tax | $10,465 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAY NELSON | IndividualWithBooksNm |
| Phone | 8106910649 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334327453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAY N NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARILYN S NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ROBIN N CONTESSA | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | TREASURER | 0.50 | $0 | $0 | $0 |
| BONNIE S HASCHKE | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DAVID N NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,107,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,274,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,274,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,150,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $407,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $407,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,411 | TotalTaxAmt |
| Distributable Before Adj | $395,097 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $395,097 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $395,097 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $424,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $424,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $395,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,435 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $424,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,435 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $364,065 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,032 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY N NELSON | ContributingManagerNm |
| Contributing Manager | MARILYN S NELSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAY N NELSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8106910649 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS CAN BE OBTAINED AT THE ADDRESS LISTED ABOVE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITATION ON AWARDS TO BE DETERMINED BY THE FOUNDATION'S BOARD OF DIRECTORS ON AN ANNUAL BASIS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOCO RATON REGIONAL HOSPITAL FOUNDATION | ||||||
| 745 MEADOWS RD | BOCA RATON | FL | 33466 | TAX-EXEMPT | GENERAL OPERATIONS | $250,000 |
| FLINT INSTITUTE OF ART | ||||||
| 1120 E KEARSLEY ST | FLINT | MI | 48503 | UNIVERSITY | GENERAL OPERATIONS | $25,000 |
| FLINT INSTITUTE OF MUSIC | ||||||
| 1026 E KEARSLEY ST | FLINT | MI | 48603 | UNIVERSITY | SPONSOR CONCERT | $12,500 |
| FLINT ROTARY CLUB | ||||||
| 2481 DELWOOD DR | CLIO | MI | 48420 | TAX-EXEMPT | GENERAL OPERATIONS | $2,000 |
| HENRY FORD HOSPITAL | ||||||
| 2799 W GRAND BLVD | DETROIT | MI | 48202 | TAX-EXEMPT | GENERAL OPERATIONS | $10,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST STE 500 | HILLSDALE | MI | 49242 | UNIVERSITY | GENERAL OPERATIONS | $25,000 |
| HOOVER INSTITUTE | ||||||
| 434 GALVEZ MALL STANDFORD UNIVERSIT | STANFORD | CA | 94305 | UNIVERSITY | GENERAL OPERATIONS | $25,000 |
| KNIGHTS OF COLUMBUS 6742 | ||||||
| 1 COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | TAX-EXEMPT | GENERAL OPERATIONS | $1,500 |
| LYNN UNIVERSITY | ||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | UNIVERSITY | CONSERVATORY OF MUSIC | $13,000 |
| NATIONAL SOCIETY OF ARTS AND LETTERS | ||||||
| 7170 PROMENADE DR 701 | BOCA RATON | FL | 33433 | TAX-EXEMPT | GENERAL OPERATIONS | $5,000 |
| OHIO STATE UNIVERSITY | ||||||
| 425 STILLMAN HALL 1947 COLLEGE RD | COLUMBUS | OH | 43210 | UNIVERSITY | MSE DEPT | $15,000 |
| ORDER OF ST JOHN'S OF JERUSALEM | ||||||
| 1771 SABAL PALM | BOCA RATON | FL | 33432 | RELIGIOUS | GENERAL OPERATIONS | $8,500 |
| SALVATION ARMY | ||||||
| 211 W KEARSLEY STREET | FLINT | MI | 48503 | TAX-EXEMPT | GENERAL OPERATIONS | $7,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | TAX-EXEMPT | GENERAL OPERATIONS | $10,000 |
| SCRIPPS RESEARCH INSTITUTE | ||||||
| 130 SCRIPPS WAY | JUPITER | FL | 33458 | TAX-EXEMPT | GENERAL OPERATIONS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $424,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $772,492 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $957,367 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $957,367 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JAY N AND MARILYN NELSON | |||||||
| 1 | 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | $249,524 | Yes (X) | |
| BONNIE NELSON HASCHKE | |||||||
| 2 | 4593 BLAKEDALE CIRCLE NE | ROSWELL | GA | 30075 | $10,000 | Yes (X) | |
| JAY N AND MARILYN NELSON | |||||||
| 3 | 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | $136,254 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $249,524 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,125 | Amt |
| Net Investment Income | $5,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FE | $40,268 | $37,697 |
| MFC ISHARES TR FLTG RATE NT ETF | $208,350 | $208,913 |
| MFC ISHARES TRUST ISHARES 5-10YR INVESTMENT GRADE CORPORATE BOND ETF | $195,123 | $193,266 |
| MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL | $299,680 | $292,279 |
| MFO DOUBLELINE CORE FIXED INCOME FUND I | $259,477 | $250,139 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAON INC COM | $5,348 | $128,977 |
| ADOBESYS INC COM | $32,618 | $92,493 |
| AIRBNB INC CL A | $40,072 | $46,519 |
| ALPHABET INC CAP | $11,244 | $225,671 |
| AMAZON COM INC COM | $2,699 | $359,141 |
| APPLE INC COM STK | $554 | $37,563 |
| BECTON, DICKINSON AND CO, COMMON STOCK | $6,737 | $24,048 |
| BERKSHIRE HATHAWAY INC CL B | $58,124 | $83,857 |
| BLACKROCK INC COM STK | $93,689 | $126,089 |
| BOOKING HLDINGS INC COM | $20,843 | $49,684 |
| BROADCOM INC COM | $25,310 | $206,338 |
| CATERPILLAR INC COMMON STOCK | $21,133 | $55,865 |
| CHEVRON CORP COM | $74,566 | $79,662 |
| CHUBB LTB ORD CHF24.15 | $39,728 | $82,890 |
| COSTCO WHOLESALE CORP NEW COM | $3,970 | $92,543 |
| EDWARDS LIFESCIENCES CORP COM | $7,948 | $49,674 |
| ELEVANCE HEALTH INC | $3,243 | $247,901 |
| ELI LILLY & CO COM | $20,296 | $35,512 |
| EOG RESOURCES INC COM | $39,714 | $39,226 |
| FREEPORT-MCMORAN INC | $26,742 | $19,040 |
| GOLDMAN SACHS GROUP INC COM | $39,605 | $114,524 |
| HOME DEPOT INC COMMON STOCK | $34,467 | $77,798 |
| INTERCONTINENTAL EXCHANGE INC COM | $30,100 | $29,206 |
| INTUIT COM | $1,606 | $39,595 |
| JPMORGAN CHASE & CO COM | $24,367 | $55,613 |
| KIMBERLY-CLARK CORP COMMON STOCK | $24,855 | $28,698 |
| MASTERCARD INC CL A | $8,198 | $203,783 |
| MEDTRONIC PLC COMMON STOCK | $31,572 | $29,076 |
| MERCK & CO INC NEW COM | $36,940 | $49,740 |
| MFB NORTHERN EQUITY INDEX FUNDS MID CAP INDEX | $90,618 | $117,788 |
| MFB NORTHERN FUNDS SMALL CAP INDEX FD | $94,861 | $132,028 |
| MFC ETF I SHARES MSCI EAFE | $625,095 | $721,849 |
| MFC ISHARES INC MSCI I EMERGING MKTS EX CHINA | $492,671 | $485,964 |
| MFC ISHARES TR S&P MIDCAP 400 VALUE ETF | $451,756 | $556,197 |
| MFC SELECT SECTOR SPDR TR ENERGY | $103,389 | $178,687 |
| MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP | $551,914 | $624,744 |
| MFO NEUBERGER ERMAN EQITY FDS INTL INSTITUTIONAL FD | $166,352 | $139,214 |
| MICROCHIP TECHNOLOGY INC COM | $34,885 | $32,747 |
| MICROSOFT CORP COM | $4,316 | $78,399 |
| NEXTERA ENERGY INC COM | $54,995 | $50,900 |
| NVIDIA CORP COM | $5,894 | $198,346 |
| PALO ALTO NETWORKS INC COM | $67,852 | $84,793 |
| PROCTOR & GAMBLE COM NPV | $38,273 | $68,569 |
| SCHLUMBERGER LTD COM COM | $59,833 | $52,717 |
| SCHWAB CHARLES CORP COMMON STOCK NEW | $156,528 | $185,839 |
| TRANE TECHNOLOGIES PLC COM | $748 | $176,180 |
| WALMART INC COM | $31,905 | $91,615 |
| ZIMMER BIOMET HLDINGS INC COM | $31,869 | $27,253 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | AT COST | $201,786 | $185,254 |
| MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | AT COST | $48,347 | $50,970 |
| MFC SPDR GOLD TR GOLD SHS | AT COST | $99,842 | $120,339 |
| MFC VANGUARD REAL ESTATE ETF | AT COST | $17,789 | $43,204 |
| SPDR DOW JONES REIT ETF | AT COST | $58,687 | $64,061 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST VS FMV ADJUSTMENT FOR DONATED STOCKS | Desc |
| Amt | $242,638 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $59,336 | Amt |
| Net Investment Income | $59,336 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $21,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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