J N NELSON FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- J N NELSON FAMILY FOUNDATION (EIN 38-3342652)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-31
- IRS object ID
- 201512459349100606
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-31T14:43:45-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383205662 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & KNOPF CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5206 GATEWAY CENTRE SUITE 100 | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 8107677800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9095 S SAGINAW RD UNIT 13 | AddressLine1Txt |
| City | GRAND BLANC | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48439 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY N NELSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8107677800 | PhoneNum |
| Signature | 2015-08-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM H LINDSAY | PreparerPersonNm |
| PTIN | P00111098 | PTIN |
| Phone | 8102384617 | PhoneNum |
| Preparation | 2015-08-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,686,034 | 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 | $120,878 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $34,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,709 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,386 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $200,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,095 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $119 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $119 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,255 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,255 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,486 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $154,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,466 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $836,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $954,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,296,135 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $182,734 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $187,962 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $234,433 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,173,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,297,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,686,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,173,954 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,297,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,173,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,297,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,173,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,297,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,173,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $875 | OtherIncreasesAmt |
| Subtotal | $1,297,792 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,297,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,386 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,471 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,305,798 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057797 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $955,536 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043745 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,379 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $745,689 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054150 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,021 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $629,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022258 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,634 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $172,066 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021120 | DistributionYr5Rt |
| Total Distribution | 0.199070 | TotalDistributionRt |
| Average Distribution | 0.039814 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,571,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $382 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,947 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $69,230 | 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 | $382 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $382 | SubtotalAmt |
| Tax Based On Investment Income | $382 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $382 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAY NELSON | IndividualWithBooksNm |
| Phone | 8107677800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9095 SSAGINAW STREET UNIT 13 | AddressLine1Txt |
| City | GRAND BLANC | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | ||||||||
| 9095 S SAGINAW STREET UNIT 13 | GRAND BLANC | MI | 48439 | PRES./TREAS. | 3.00 | $0 | $0 | $0 |
| MARILYN S NELSON | ||||||||
| 9095 S SAGINAW STREET UNIT 13 | GRAND BLANC | MI | 48439 | VP/SEC. | 3.00 | $0 | $0 | $0 |
| ROBIN N NELSON | ||||||||
| 9095 S SAGINAW STREET UNIT 13 | GRAND BLANC | MI | 48439 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BONNIE S HASCHKE | ||||||||
| 9095 S SAGINAW STREET UNIT 13 | GRAND BLANC | MI | 48439 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID N NELSON | ||||||||
| 9095 S SAGINAW STREET UNIT 13 | GRAND BLANC | MI | 48439 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $209,490 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,385,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,595,362 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,595,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,571,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $382 | TotalTaxAmt |
| Distributable Before Adj | $78,190 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,190 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,190 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,230 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $69,230 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $382 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,848 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,190 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $7,855 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,230 | QualifyingDistributionsAmt |
| Applied To Current Year | $69,230 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,855 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,855 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $1,105 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY MARILYN 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 | 9095 S SAGINAW STREET UNIT 13 | AddressLine1Txt |
| City | GRAND BLANC | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8107677800 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FLINT INSTITUTE OF ARTS | ||||||||
| 1120 EKEARSLEY STREET | FLINT | MI | 48502 | NONE | CHARITY | GENERAL | $5,000 | |
| FLINT INSTITUTE OF MUSIC | ||||||||
| 1025 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | CHARITY | GENERAL | $7,500 | |
| SALVATION ARMY | ||||||||
| 211 WEST KEARSLEY STREET | FLINT | MI | 48503 | NONE | CHARITY | GENERAL | $5,230 | |
| CLASSICAL SOUTH FLORIDA | ||||||||
| 330 SW SECOND STREET | FORT LAUDERDALE | FL | 33312 | NONE | CHARITY | GENERAL | $500 | SUITE 207 |
| ST JOHN OF JERUSALEM | ||||||||
| 1771 SABAL PALM | BOCA RATON | FL | 33432 | NONE | CHARITY | GENERAL | $3,000 | |
| LYNN UNIVERSITY | ||||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | NONE | CHARITY | GENERAL | $10,000 | |
| BOCA RATON REGIONAL HOSPITAL | ||||||||
| 745 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | CHARITY | GENERAL | $10,000 | |
| THE SCRIPPS RESEARH INSTITUTE | ||||||||
| 130 SCRIPPS WAY | JUPITER | FL | 33458 | NONE | CHARITY | GENERAL | $10,000 | |
| POPE JOHN PAUL II HIGH SCHOOL | ||||||||
| 4001 N MILITARY TRAIL | BOCA RATON | FL | 33431 | NONE | CHARITY | GENERAL | $8,000 | |
| THE OHIO STATE UNIVERSITY | ||||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | CHARITY | GENERAL | $5,000 | |
| NORTH SHORE ANIMAL LEAGUE | ||||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | CHARITY | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,230 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,709 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,386 | ExclusionAmt |
| Related Or Exempt Function Incm | $33,080 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $33,080 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,175 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 |
|---|---|---|---|---|---|---|
| JAY N NELSON | ||||||
| 1 | 9095 S SAGINAW STREET UNIT 13 | GRAND BLANC | MI | 48439 | $100,000 | Yes (X) |
| MARILYN NELSON | ||||||
| 2 | 9095 S SAGINAW STREET UNIT 13 | GRAND BLANC | MI | 48439 | $20,878 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $119 | Amt |
| Net Investment Income | $119 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | MFD ROWE PRICE SMALL CAP | AssetDesc |
| Acquired | 2001-09 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2014-01 | SoldDt |
| Gross Sales Price | $49,920 | GrossSalesPriceAmt |
| Basis | $16,840 | BasisAmt |
| Total Net | $33,080 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO ROWE PRICE SMALL CAP FUND | ||
| MFB NORTHERN MID CAP INDEX FD | $48,236 | $75,000 |
| MFC VANGUARD REIT ETF | $126,195 | $148,106 |
| MFC ISHARES TR MSCI | $167,087 | $185,866 |
| MFC VANGUARD INTL EQUITY | $155,440 | $149,475 |
| ISHARES TR RUSSELL | $443,895 | $709,688 |
| WELL POINT INC | $13,511 | $28,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFB NORTHERN HIGH YIELD FIXED INCOME | AT COST | $103,276 | $106,112 |
| MFB NORTHERN FDS SMALL CAP INDEX FUN | AT COST | $53,192 | $76,321 |
| MFO FIDELITY CONTRAFUND | AT COST | $31,494 | $52,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ACCOUNT SERVICE FEE | $6,486 | $6,486 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Amt | $875 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $956 | $956 |
| TAXES & LICENSES | $299 | $299 |
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