JOHN AND JUDITH NELSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JUDITH NELSON FAMILY FOUNDATION (EIN 04-6896202)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-22
- IRS object ID
- 202001439349100700
- 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
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-22T10:53:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900751149 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLONY GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WASHINGTON ST 11TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 | 046896202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JUDITH NELSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6177238200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO COLONY GROUP 201 WASHINGTON ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R NELSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177238200 | PhoneNum |
| Signature | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL L STELLJES | PreparerPersonNm |
| PTIN | P00472152 | PTIN |
| Phone | 6177238200 | PhoneNum |
| Preparation | 2020-05-18 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $249,299 | 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 | $101,943 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,976 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $149 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $149 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $107,849 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,962 | 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 |
| Other Prof Fees Rev And Expnss | $678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $678 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $601 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $601 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,677 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,139 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $180,036 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,438 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $165,159 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $202,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $259,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $249,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $202,961 | CapitalStockBOYAmt |
| Capital Stock EOY | $259,578 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $202,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $259,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $202,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $259,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $202,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $259,735 | SubtotalAmt |
| Other Decreases | $157 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $259,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY NOTE | P | 2019-02-01 | 2019-04-09 | $20,100 | $20,014 | $86 | $86 |
| AMAZON NOTE | P | 2016-09-13 | 2019-11-12 | $10,791 | $11,047 | -$256 | -$256 |
| MARRIOTT INTL NOTE | P | 2016-08-03 | 2019-04-09 | $9,820 | $10,074 | -$254 | -$254 |
| MASTERCARD INC | D | 2017-05-11 | 2019-11-18 | $25,325 | $10,493 | $14,832 | $14,832 |
| MICROSOFT CORP | D | 2014-03-07 | 2019-11-18 | $25,471 | $6,433 | $19,038 | $19,038 |
| MORGAN STANLEY NOTE | P | 2016-09-15 | 2019-08-14 | $21,273 | $21,228 | $45 | $45 |
| NORTHROP GRUMMAN CO | D | 2015-04-16 | 2019-11-18 | $25,358 | $11,628 | $13,730 | $13,730 |
| UNITEDHEALTH GROUP INC | D | 2015-01-15 | 2019-11-18 | $26,819 | $10,176 | $16,643 | $16,643 |
| GENERAL ELECTRIC NOTE | P | 2012-09-18 | 2019-01-29 | $24,076 | $24,964 | -$888 | -$888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,976 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $185,832 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083409 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,684 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $221,955 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.322966 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $303,771 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.246172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $389,476 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.290727 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $495,424 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.235404 | DistributionYr5Rt |
| Total Distribution | 1.178678 | TotalDistributionRt |
| Average Distribution | 0.235736 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $174,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,140 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,817 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $517 | 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 | NC | 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 | STEPHEN T SADLER | IndividualWithBooksNm |
| Phone | 6177238200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE COLONY GROUP 201 WASHINGTON ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN NELSON | ||||||||
| 4016 CARSDALE LANE | LELAND | NC | 28451 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER NELSON | ||||||||
| 15 PRESQUE ISLE WAY | ASHEVILLE | NC | 28803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT NELSON | ||||||||
| 30 SHEDD LANE | CHELMSFORD | MA | 01824 | TRUSTEE | 1.00 | $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 | $150,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $177,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $177,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $174,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $677 | TotalTaxAmt |
| Distributable Before Adj | $8,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,049 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $677 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,923 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $92,341 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $94,145 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,831 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,774 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $313,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,551 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $354,992 | 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 | $92,341 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $262,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,145 | ExcessFromYear4Amt |
| Excess From Year3 | $59,831 | ExcessFromYear3Amt |
| Excess From Year2 | $60,774 | ExcessFromYear2Amt |
| Excess From Year1 | $6,350 | ExcessFromYear1Amt |
| Excess From Current Year | $41,551 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN NELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABBY'S HOUSE | ||||||
| 52 HIGH STREET | WORCESTER | MA | 01609 | PUBLIC | GENERAL PURPOSE | $500 |
| ABCCM STEADFAST HOUSE | ||||||
| 20 TWENTIETH STREET | ASHEVILLE | NC | 28806 | PUBLIC | GENERAL PURPOSE | $1,000 |
| ALL HANDS AND HEARTS SMART RESPONSE | ||||||
| 6 COUNTY ROAD | MATTAPOISETT | MA | 02739 | PUBLIC | GENERAL PURPOSE | $1,500 |
| ASHEVILLE SCHOOL | ||||||
| 360 ASHEVILLE SCHOOL RD | ASHEVILLE | NC | 28806 | PUBLIC | GENERAL PURPOSE | $2,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4550 MONTGOMERY AVENUE | BETHESDA | MD | 20814 | PUBLIC | GENERAL PURPOSE | $3,000 |
| LAHEY CLINIC | ||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | PUBLIC | GENERAL PURPOSE | $12,000 |
| MAKE-A-WISH FOUNDATION | ||||||
| ONE BULFINCH PLACE | BOSTON | MA | 02114 | PUBLIC | GENERAL PURPOSE | $24,400 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PUBLIC | GENERAL PURPOSE | $1,200 |
| NEW ENGLAND DISABLED SPORTS | ||||||
| PO BOX 26 | LINCOLN | NH | 03251 | PUBLIC | GENERAL PURPOSE | $3,000 |
| NOBLE PAWS | ||||||
| 2575 SAUNA AVENUE | FAIRBANKS | AK | 99709 | PUBLIC | GENERAL PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,600 | 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 | $5,994 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$237 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,906 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN NELSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4016 CARSDALE LANE | AddressLine1Txt |
| City | LELAND | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $101,943 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 71 SHARES OF NORTHROP GRUMMAN CORP (NOC) | $25,419 | 2019-11-15 |
| 1 | 98 SHARES OF UNITEDHEALTH GROUP INC (UNH) | $26,016 | 2019-11-15 |
| 1 | 90 SHARES OF MASTERCARD INC (MA) | $25,156 | 2019-11-15 |
| 1 | 170 SHARES OF MICROSOFT CORP (MSFT) | $25,352 | 2019-11-15 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEHMAN BROS HOLDINGS INC | $14,912 | $312 |
| JPMORGAN CHASE | $27,079 | $26,217 |
| BECTON DICKINSON | $20,268 | $21,190 |
| AMAZON.COM | $11,047 | $10,807 |
| AVALONBAY COMMUNITIES | $19,691 | $21,212 |
| VALERO ENERGY CORP | $9,536 | $10,479 |
| VERIZON COMMUNICATIONS | $10,033 | $11,056 |
| ABBVIE INC | $10,048 | $10,198 |
| GENERAL MOTORS | $10,834 | $10,851 |
| SUNOCO LOGISTICS | $10,486 | $10,492 |
| CITIGROUP INC | $9,447 | $10,345 |
| NORTHROP GRUMMAN | $10,456 | $10,419 |
| ANHEUSER BUSCH | $11,601 | $11,581 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REDUCTION IN LEHMAN BOOK VALUE FOR LIQUIDATION DISTRIBUTIONS | Desc |
| Amt | $157 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAID | Desc |
| Revenue And Expenses Per Books | $601 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $601 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $149 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $149 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $149 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE - THE COLONY GROUP | CategoryTxt |
| Amt | $678 | Amt |
| Net Investment Income | $678 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 FEDERAL ESTIMATED PAYMENT | $160 | $0 | $0 |
| 2018 FEDERAL EXCISE TAX | $30 | $0 | $0 |
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