BETA

J N NELSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
J N NELSON FAMILY FOUNDATION (EIN 38-3342652)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-21
IRS object ID
202121729349100507
Schema version
2020v4.1
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)
Return2021-06-21T09:04:58-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-06-15SignatureDt
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
Preparation2021-06-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,619,030FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$58,264ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$88,027DividendsRevAndExpnssAmt
Dividends Net Invst Incm$88,027DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$64,673NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$164,423GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$64,673CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$210,964TotalRevAndExpnssAmt
Total Net Invst Incm$152,700TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,643LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,643LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$26,957OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$26,957OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$31,351TaxesRevAndExpnssAmt
Taxes Net Invst Incm$31,351TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$63,781TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$217,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$217,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$280,811TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$63,781TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$217,030TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$69,847ExcessRevenueOverExpensesAmt
Net Investment Income$88,919NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$321,796CashBOYAmt
Cash EOY$17,867CashEOYAmt
Cash EOYFMV$17,867CashEOYFMVAmt
Corporate Stock BOY$2,297,900CorporateStockBOYAmt
Corporate Stock EOY$2,486,917CorporateStockEOYAmt
Corporate Stock EOYFMV$4,601,163CorporateStockEOYFMVAmt
Total Assets BOY$2,619,696TotalAssetsBOYAmt
Total Assets EOY$2,504,784TotalAssetsEOYAmt
Total Assets EOYFMV$4,619,030TotalAssetsEOYFMVAmt
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$2,619,696RetainedEarningBOYAmt
Retained Earning EOY$2,504,784RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,619,696TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,504,784TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,619,696TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,504,784TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,619,696TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$69,847ExcessRevenueOverExpensesAmt
Other Increases$1,213OtherIncreasesAmt
Subtotal$2,551,062SubtotalAmt
Other Decreases$46,278OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,504,784TotNetAstOrFundBalancesEOYAmt

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
NORTHERN TRUST - LONG TERMP$49,943$1,986$47,957$47,957
NORTHERN TRUST - SHORT TERMP$100,000$97,764$2,236$2,236
CAPITAL GAINS DIVIDENDSP$14,480$14,480$14,480
FieldValueIRS element (for citing)
Capital Gain Net Income$64,673CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,236InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,236SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,236TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$14,764OverpaymentAmt
Applied To ES Tax$14,764AppliedToESTaxAmt
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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$3,983,062AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$146,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,129,970TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,129,970AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,950CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,068,020NetVlNoncharitableAssetsAmt
Minimum Investment Return$203,401MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$203,401MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,236TaxBasedOnInvestmentIncomeAmt
Total Tax$1,236TotalTaxAmt
Distributable Before Adj$202,165DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$202,165DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$202,165DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$217,030ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$217,030QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$217,030AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$202,165DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$15,412ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,412TotalExcessDistributionCyovAmt
Qualifying Distributions$217,030QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$202,165AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,865RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$30,277TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,277ExcessDistriCyovToNextYrAmt
Excess From Year1$15,412ExcessFromYear1Amt
Excess From Current Year$14,865ExcessFromCurrentYearAmt

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
CLL GLOBAL RESEARCH FOUNDATION
UNIT 426 PO BOX 301402HOUSTONTX77230TAX-EXEMPTGENERAL OPERATIONS$20,000
FLINT INSTITUTE OF ART
1026 E KEARSLEY STFLINTMI48603UNIVERSITYGENERAL OPERATIONS$20,000
FLINT INSTITUTE OF MUSIC
1026 E KEARSLEY STFLINTMI48603UNIVERSITYSPONSOR CONCERT$7,500
HILLSDALE COLLEGE
33 E COLLEGE ST STE 500HILLSDALEMI49242UNIVERSITYGENERAL OPERATIONS$25,000
LYNN UNIVERSITY
3601 N MILITARY TRAILBOCA RATONFL33431UNIVERSITYGENERAL OPERATIONS$26,000
NATIONAL SOCIETY OF ARTS AND LETTERS
7781 NW BEACON SQ BLVDBOCA RATONFL33467TAX-EXEMPTGENERAL OPERATIONS$5,000
OHIO STATE UNIVERSITY
425 STILLMAN HALL 1947 COLLEGE RDCOLUMBUSOH43210UNIVERSITYGENERAL OPERATIONS$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$35,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001TAX-EXEMPTGENERAL OPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$217,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88,027ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,673ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$152,700ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$152,700TotalIncomeProducingActyAmt

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$48,264Yes (X)
BONNIE NELSON HASCHKE
24593 BLAKEDALE CIRCLE NEROSWELLGA30075$10,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property100 SHARES ADOBENoncashPropertyDesc
Fair Market Value$48,264FairMarketValueAmt
Received2020-12-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,800Amt
Net Investment Income$3,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$2,486,917EOYBookValueAmt
EOYFMV$4,601,163EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,643LegalFeesAmt
Net Investment Income$1,643NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST VS FMV ADJUSTMENT FOR DONATED STOCKSDesc
Amt$46,278Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$30NetInvestmentIncomeAmt
Disbursements Charitable Prps$30DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONDesc
Amt$1,213Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$26,957Amt
Net Investment Income$26,957NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$851$851$0
INCOME TAXES$30,500$30,500$0

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