J N NELSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- J N NELSON FAMILY FOUNDATION (EIN 38-3342652)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-01
- IRS object ID
- 202001839349100715
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-01T09:10:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E HERT CPA | PreparerPersonNm |
| PTIN | P00066715 | PTIN |
| Phone | 6169754100 | PhoneNum |
| Preparation | 2020-05-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,156,758 | 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 | $390,808 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $77,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,798 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $772,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $862,418 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $772,978 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,241,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $850,776 | 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 |
| Legal Fees Rev And Expnss | $8,149 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,149 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,610 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,959 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $538 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $269 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $269 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,787 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,787 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,769 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,006,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $798,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $223,973 | CashBOYAmt |
| Cash EOY | $321,796 | CashEOYAmt |
| Cash EOYFMV | $321,796 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,650,231 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,297,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,834,962 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,874,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,619,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,156,758 | 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 | $1,874,204 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,619,696 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,874,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,874,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,619,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,874,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,006,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55 | OtherIncreasesAmt |
| Subtotal | $2,880,287 | SubtotalAmt |
| Other Decreases | $260,591 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,696 | 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 |
|---|---|---|---|---|---|
| NORTHERN TRUST | P | $35,314 | $38,686 | -$3,372 | -$3,372 |
| NORTHERN TRUST | P | $822,467 | $50,754 | $771,713 | $771,713 |
| CAPITAL GAINS DIVIDENDS | P | $4,637 | $4,637 | $4,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $772,978 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,533 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,150,025 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050010 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $132,569 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,578,412 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051415 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $97,020 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,058,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047122 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,744 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,811,727 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048983 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,848 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,571,432 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043812 | DistributionYr5Rt |
| Total Distribution | 0.241342 | TotalDistributionRt |
| Average Distribution | 0.048268 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,653,400 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,342 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,990 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $184,332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $183,769 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,980 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,980 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14,100 | TaxDueAmt |
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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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/TREASURER | 0.50 | $0 | $0 | $0 |
| MARILYN S NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | VICE PRESIDENT/SECRETARY | 0.50 | $0 | $0 | $0 |
| ROBIN N CONTESSA | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | DIRECTOR | 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 | DIRECTOR | 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 | $3,403,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $305,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,709,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,709,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,653,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,980 | TotalTaxAmt |
| Distributable Before Adj | $166,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $166,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $166,690 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,769 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $183,769 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $183,769 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,667 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,769 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,667 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,412 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,412 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,412 | ExcessFromCurrentYearAmt |
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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LYNN UNIVERSITY | |||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | NONE | UNIVERSITY | GENERAL OPERATIONS | $42,000 |
| OHIO STATE UNIVERSITY | |||||||
| 425 STILLMAN HALL 1947 COLLEGE RD | COLUMBUS | OH | 43210 | NONE | UNIVERSITY | GENERAL OPERATIONS | $10,000 |
| ORDER OF ST JOHN'S OF JERUSALEM | |||||||
| 1771 SABAL PALM | BOCA RATON | FL | 33432 | NONE | RELIGIOUS | GENERAL OPERATIONS | $7,500 |
| SALVATION ARMY | |||||||
| 211 W KEARSLEY STREET | FLINT | MI | 48503 | NONE | TAX-EXEMPT | GENERAL OPERATIONS | $5,000 |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 130 SCRIPPS WAY | JUPITER | FL | 33458 | NONE | TAX-EXEMPT | GENERAL OPERATIONS | $35,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST STE 500 | HILLSDALE | MI | 49242 | NONE | UNIVERSITY | GENERAL OPERATIONS | $9,000 |
| FLINT INSTITUTE OF MUSIC | |||||||
| 1026 E KEARSLEY ST | FLINT | MI | 48603 | NONE | UNIVERSITY | SPONSOR CONCERT | $5,000 |
| BOCO RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 745 MEADOWS RD | BOCA RATON | FL | 33466 | NONE | TAX-EXEMPT | GENERAL OPERATIONS | $25,000 |
| NATIONAL SOCIETY OF ARTS AND LETTERS | |||||||
| 7781 NW BEACON SQ BLVD | BOCA RATON | FL | 33467 | NONE | TAX-EXEMPT | GENERAL OPERATIONS | $5,000 |
| CLL GLOBAL RESEARCH FOUNDATION | |||||||
| UNIT 426 PO BOX 301402 | HOUSTON | TX | 77230 | NONE | TAX-EXEMPT | GENERAL OPERATIONS | $15,000 |
| FLINT INSTITUTE OF ART | |||||||
| 1026 E KEARSLEY ST | FLINT | MI | 48603 | NONE | UNIVERSITY | GENERAL OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,798 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $772,978 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $850,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $850,776 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAY N NELSON | |||||||
| 1 | 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | $100,000 | Yes (X) | |
| JAY N NELSON | |||||||
| 2 | 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | $267,960 | Yes (X) | |
| MARILYN S NELSON | |||||||
| 3 | 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | $22,848 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 150 SHARES AMAZON COM | NoncashPropertyDesc |
| Fair Market Value | $267,960 | FairMarketValueAmt |
| Received | 2019-08-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $2,297,900 | EOYBookValueAmt |
| EOYFMV | $3,834,962 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,149 | LegalFeesAmt |
| Net Investment Income | $8,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST VS FMV ADJUSTMENT FOR DONATED STOCKS | Desc |
| Amt | $260,591 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $538 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $269 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $269 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $55 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $35,610 | Amt |
| Net Investment Income | $35,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $982 | $982 | $0 |
| INCOME TAXES | $2,977 | $2,977 | $0 |
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