NELSON FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NELSON FAMILY FOUNDATION (EIN 20-8069898)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-07
- IRS object ID
- 201742199349100009
- Schema version
- 2016v3.0
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-07T10:35:27-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260516665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOK PARKER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7343 | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 777267343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208069898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NELSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELS | BusinessNameControlTxt |
| Phone | 7135681282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 GREENWAY PLAZA NO 2475 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T HUNTER NELSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7135681282 | PhoneNum |
| Signature | 2017-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J DAVID COOK | PreparerPersonNm |
| PTIN | P01055352 | PTIN |
| Phone | 4098991040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.124.216.78 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-13 | IPDt |
| IP Tm | 13:47:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BE7F9D0F36AB5BA77256EAFF3618D3D15C9B7823 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BE7F9D0F36AB5BA77256EAFF3618D3D15C9B7823 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,186 | 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 | $120,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41 | 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 | $1,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,535 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $140 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,688 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,688 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,186 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,186 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $30,420 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,186 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,098 | SubtotalAmt |
| Other Decreases | $3,912 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 576 SH CARDTRONICS INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2008-11-12 | AcquiredDt |
| Sold | 2016-09-21 | SoldDt |
| Gross Sales Price | $24,525 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,486 | CostOrOtherBasisAmt |
| Gain Or Loss | $39 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $136,528 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $117,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.157095 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $200,186 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.235071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $169,372 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $240,392 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.704566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,679 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $75,197 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.274998 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $94,433 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.137664 | DistributionYr5Rt |
| Total Distribution | 2.509394 | TotalDistributionRt |
| Average Distribution | 0.501879 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,459 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,287 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,287 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,688 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | T HUNTER NELSON | IndividualWithBooksNm |
| Phone | 7135681282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 GREENWAY PLAZA SUITE 2475 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| T HUNTER NELSON | ||||||||
| 9 GREENWAY PLAZA SUITE 2475 | HOUSTON | TX | 77046 | PRESIDENT & TREASURER, DIR | 3.00 | $0 | $0 | $0 |
| BETSY W NELSON | ||||||||
| 9 GREENWAY PLAZA SUITE 2475 | HOUSTON | TX | 77046 | VP & SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| T HUNTER NELSON JR | ||||||||
| 9 GREENWAY PLAZA SUITE 2475 | HOUSTON | TX | 77046 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EMILY H NELSON | ||||||||
| 9 GREENWAY PLAZA SUITE 2475 | HOUSTON | TX | 77046 | DIRECTOR | 0.00 | $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 | $17,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,923 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,523 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,688 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,688 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,688 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,278 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,919 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,352 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,049 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $130,628 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $350,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,688 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,165 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $478,391 | 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 | $8,278 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $470,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,919 | ExcessFromYear4Amt |
| Excess From Year3 | $157,352 | ExcessFromYear3Amt |
| Excess From Year2 | $37,049 | ExcessFromYear2Amt |
| Excess From Year1 | $130,628 | ExcessFromYear1Amt |
| Excess From Current Year | $128,165 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T HUNTER NELSON | ContributingManagerNm |
| Contributing Manager | BETSY W NELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 CLUB SURVIVORS FUND | |||||||
| 5555 SAN FELIPE ST STE 1750 | HOUSTON | TX | 770562733 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $100 |
| ARROW CHILD & FAMILY MINISTRIES | |||||||
| 2615 CALDER ST STE 120 | BEAUMONT | TX | 77702 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,500 |
| CASA JUAN DIEGO | |||||||
| PO BOX 70113 | HOUSTON | TX | 77270 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $20,000 |
| CHRISTUS FOUNDATION FOR HEALTHCARE | |||||||
| 2615 FANNIN | HOUSTON | TX | 77002 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $15,875 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 50 BRIAR HOLLOW LN | HOUSTON | TX | 77027 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| CHANGE HAPPENS | |||||||
| 3353 ELGIN ST | HOUSTON | TX | 77004 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,440 |
| DIOCESAN SERVICES FUND | |||||||
| PO BOX 4681 | HOUSTON | TX | 772104681 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 |
| DOMINICAN SISTERS OF HOUSTON | |||||||
| 6501 ALMEDA RD | HOUSTON | TX | 77021 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $5,000 |
| EPILEPSY FOUNDATION TX | |||||||
| 855 JIM GILLIGAN WAY | BEAUMONT | TX | 77705 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $3,100 |
| HOUSTON INNER CITY CATHOLIC SCHOOLS | |||||||
| 1801 SAGE RD | HOUSTON | TX | 77056 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $5,000 |
| HOUSTON PARKINSONS SOCIETY | |||||||
| 2700 SOUTHWEST FWY | HOUSTON | TX | 77098 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,500 |
| JESUITS CENTRAL & SOUTHERN | |||||||
| 4511 W PINE BLVD | ST LOUIS | MO | 63108 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| MEXICO MEDICAL MISSION | |||||||
| 4001 CO RD 114 | GLENWOOD SPRINGS | CO | 81601 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DR SUITE 1 | ARLINGTON | TX | 222031606 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $500 |
| NICK FINNEGAN COUNSELING CENTER | |||||||
| 2714 JOANEL STREET | HOUSTON | TX | 77027 | NONE | 501(C)(3) | CHARITABLE SUPPORTCHARITABLE SUPPORT | $2,573 |
| OPEN DANCE PROJECT | |||||||
| 747 N SHEPHERD | HOUSTON | TX | 77007 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,100 |
| PARTNERS IN MISSION | |||||||
| 124 SYCAMORE DR | WESTWOOD | MA | 02090 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $5,000 |
| SPRING SPIRIT BASEBALL | |||||||
| PO BOX 550549 | HOUSTON | TX | 772550549 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| ST AGNES ACADEMY | |||||||
| 9000 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| ST MICHAELS CHURCH | |||||||
| 1801 SAGE RD | HOUSTON | TX | 77056 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $20,000 |
| STAR OF HOPE | |||||||
| 6897 ARDMORE ST | HOUSTON | TX | 77054 | NONE | 501(C)(3) | CHARITABLE SUPPORTCHARITABLE SUPPORT | $10,000 |
| STRAKE JESUIT COLLEGE PREP | |||||||
| 8900 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 |
| THE RISE SCHOOL OF HOUSTON | |||||||
| 5618 H MARK CROSSWELL JR ST | HOUSTON | TX | 77021 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,500 |
| THE SALVATION ARMY | |||||||
| 1500 AUSTIN ST | HOUSTON | TX | 77002 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| TX CHILDREN'S HOSPITAL | |||||||
| 6621 FANNIN ST A165 | HOUSTON | TX | 77030 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,500 |
| UNIVERSITY OF TX AUSTIN | |||||||
| 110 INNER CAMPUS DR | AUSTIN | TX | 78712 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $3,000 |
| YELLOWSTONE ACADEMY | |||||||
| 3000 TRULLEY ST | HOUSTON | TX | 77004 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $5,000 |
| HIS FATHERS HEART MINISTRIES | |||||||
| 5715 NW CENTRAL DR 109 | HOUSTON | TX | 77092 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,688 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $41 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | OPERATING FUNDS ARE INVESTED IN INCOME PRODUCING ACCOUNTS TO GENERATE |
| 4 | ADDITIONAL FUNDS FOR FOUNDATION CHARITABLE PURPOSES |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HUNTER NELSON FAMILY LIMITED PARTNERSHIP | ||||||
| 1 | 9 GREENWAY PLAZA 2475 | HOUSTON | TX | 77046 | $20,000 | Yes (X) |
| HUNTER BETSY NELSON | ||||||
| 2 | 9 GREENWAY PLAZA 2475 | HOUSTON | TX | 77046 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL | CategoryTxt |
| Amt | $1,535 | Amt |
| Net Investment Income | $1,535 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 576 CARDTRONICS | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VALUE OF GOODS RECEIVED | Desc |
| Amt | $3,912 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ACCT FEES | CategoryTxt |
| Amt | $140 | Amt |
| Net Investment Income | $140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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