THE NATION FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE NATION FOUNDATION (EIN 75-2942544)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201422279349100332
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T10:36:53-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752887876 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nelms & Snyder LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14881 Quorum Dr Suite 500 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752942544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND SALLY NATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2143885751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 180849 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75218 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES H NATION | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143885751 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bryan L Nelms | PreparerPersonNm |
| PTIN | P00984356 | PTIN |
| Phone | 9729807699 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,589,426 | 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 | $1,505,841 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $163,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $643,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,753,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $643,502 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,313,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $807,466 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,567 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,567 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,504 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,504 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,504 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,161,236 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $793,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $194,162 | CashBOYAmt |
| Cash EOY | $3,410 | CashEOYAmt |
| Cash EOYFMV | $3,410 | CashEOYFMVAmt |
| Other Investments BOY | $7,181,121 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,525,920 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,586,016 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,375,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,529,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,589,426 | 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 | $7,375,283 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,529,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,375,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,529,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,375,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,529,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,375,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,161,236 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,536,519 | SubtotalAmt |
| Other Decreases | $7,189 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,529,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD-INT-AT&T-16 SHS | P | 2013-11-04 | 2013-12-06 | $552 | $579 | -$27 | -$27 |
| VANGUARD-INT-AT&T-19.94 SHS | P | 2013-08-02 | 2013-12-06 | $689 | $710 | -$21 | -$21 |
| VANGUARD-PLUM-INT- CR TIMBER-815 SHS | P | 2013-01-01 | 2013-11-26 | $35,281 | $40,940 | -$5,659 | -$5,659 |
| VANGUARD-INT-AT&T-578.0596 SHS | P | 2012-01-01 | 2013-12-06 | $19,960 | $18,186 | $1,774 | $1,774 |
| VANGUARD-SCH-GR ADM-REDEMP | P | 2010-04-26 | 2013-09-23 | $23,009 | $22,898 | $111 | $111 |
| VANGUARD-EXT MKT FD INDX ADM | P | 2012-01-01 | 2013-11-26 | $100,000 | $73,704 | $26,296 | $26,296 |
| VANGUARD-GNMA FD ADM | P | 2013-01-01 | 2013-02-11 | $109,410 | $111,638 | -$2,228 | -$2,228 |
| VANGUARD-GNMA FD ADM | P | 2012-01-01 | 2013-02-11 | $248,340 | $253,398 | -$5,058 | -$5,058 |
| VANGUARD-MID CAP GR IDX ADM | P | 2013-01-01 | 2013-09-30 | $824 | $65 | $759 | $759 |
| VANGUARD-MID CAP GR IDX ADM | P | 2012-01-01 | 2013-09-30 | $118,914 | $75,154 | $43,760 | $43,760 |
| VANGUARD-ST INV GR ADM | P | 2013-01-01 | 2013-07-09 | $1,133,915 | $1,152,795 | -$18,880 | -$18,880 |
| VANGUARD-ST INV GR ADM | P | 2012-01-01 | 2013-07-09 | $840,585 | $848,370 | -$7,785 | -$7,785 |
| VANGUARD-S-CAP GR IDX ADM | P | 2013-01-01 | 2013-09-30 | $58,418 | $50,542 | $7,876 | $7,876 |
| VANGUARD-S-CAP GR IDX ADM | P | 2012-01-01 | 2013-09-30 | $66,086 | $50,191 | $15,895 | $15,895 |
| VANGUARD-WELLESLEY INC FD ADM | P | 2012-01-01 | 2013-02-11 | $25,000 | $22,844 | $2,156 | $2,156 |
| VANGUARD-WELLESLEY INC FD ADM | P | 2013-01-01 | 2013-07-08 | $29,547 | $28,917 | $630 | $630 |
| VANGUARD-WELLESLEY INC FD ADM | P | 2012-01-01 | 2013-07-08 | $748,802 | $682,883 | $65,919 | $65,919 |
| VANGUARD-WELLINGTON FD ADM | P | 2012-01-01 | 2013-07-08 | $850,000 | $664,075 | $185,925 | $185,925 |
| SCHWAB-INST RECAP-#0556 | P | 2013-01-01 | 2013-12-01 | $175,770 | $156,871 | $18,899 | $18,899 |
| SCHWAB-INST RECAP-#0556 | P | 2012-01-01 | 2013-12-01 | $540,843 | $439,621 | $101,222 | $101,222 |
| SCHWAB-INST RECAP-#3771 | P | 2013-01-01 | 2013-12-01 | $361,449 | $349,380 | $12,069 | $12,069 |
| SCHWAB-INST RECAP-#3771 | P | 2012-01-01 | 2013-12-01 | $84,512 | $66,320 | $18,192 | $18,192 |
| Capital Gains Dividends | P | $181,677 | $181,677 | $181,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $643,502 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $190,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,680,321 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028562 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $469,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,099,860 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.092071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $222,996 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,875,323 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057543 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $383,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,799,520 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.136809 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,208,533 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,572,869 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.338253 | DistributionYr5Rt |
| Total Distribution | 0.653238 | TotalDistributionRt |
| Average Distribution | 0.130648 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,986,541 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,174,074 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,939 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,182,013 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $138,504 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $161 | EsPenaltyAmt |
| Tax Due | $16,039 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES H NATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143885751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8273 MOBERLY LN | AddressLine1 |
| City | DALLAS TEXAS | City |
| State | TX | State |
| ZIP Code | 75227 | ZIPCode |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES NATION | ||||||||
| 8273 MOBERLY LN | DALLAS | TX | 75227 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SALLY NATION | ||||||||
| 8273 MOBERLY LN | DALLAS | TX | 75227 | DIRECTOR | 5.00 | $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 | $9,024,606 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,123,392 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,123,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,986,541 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $449,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $449,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,878 | TotalTaxAmt |
| Distributable Before Adj | $433,449 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $433,449 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $433,449 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,504 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $138,504 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $138,504 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $433,449 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,031,474 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $244,200 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $216,599 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,523,502 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,504 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $138,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $294,945 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $294,945 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,228,557 | 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 | $736,529 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $492,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $244,200 | ExcessFromYear4Amt |
| Excess From Year3 | $31,229 | ExcessFromYear3Amt |
| Excess From Year2 | $216,599 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES NATION JAMES AND SALLY NATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 180849 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75218 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143885751 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS IN WRITING AND REASON FOR REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DALLAS BAPTIST UNIVERSITY | |||||||
| 3000 MTN CRK PKWY | DALLAS | TX | 75211 | N/A | PUBLIC | RELIGIOUS | $26,000 |
| DALLAS SYMPHONY ORCHESTRA | |||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | N/A | PUBLIC | CIVIC | $3,000 |
| RISD FOUNDATION | |||||||
| TWO COLLEGE ST | PROVIDENCE | RI | 02903 | N/A | PUBLIC | CIVIC | $10,000 |
| WILSHIRE BAPTIST CHURCH | |||||||
| 4316 ABRAMS RD | DALLAS | TX | 75214 | N/A | PUBLIC | RELIGIOUS | $25,000 |
| HEALING HANDS MINISTRIES | |||||||
| 7475 SKILLMAN | DALLAS | TX | 75231 | N/A | PUBLIC | CIVIC | $50,000 |
| YMCA | |||||||
| 7324 GASTON | DALLAS | TX | 75218 | N/A | PUBLIC | CIVIC | $1,500 |
| SCHOLARSHIPS PAID YE 2013 DETAIL IN FOUNDATION RECORDS | |||||||
| 8273 MOBERLY LN | DALLAS | TX | 75218 | N/A | PUBLIC | SCHOLARSHIPS | $23,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,504 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,960 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $643,502 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $807,466 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $807,466 | 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 | JAMES SALLY NATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8273 MOBERLY LN | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,505,841 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES - VANGUARD FUNDS | NoncashPropertyDesc |
| Fair Market Value | $1,505,841 | FairMarketValueAmt |
| Received | 2013-11-26 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD - COMBINED FUNDS | AT COST | $7,322,239 | $7,649,692 |
| DODGE & COX - BALANCED FUND | AT COST | $0 | $0 |
| DODGE & COX - STOCK FUND | AT COST | $332,765 | $504,815 |
| CHARLES SCHWAB - ACCOUNTS | AT COST | $0 | $0 |
| VANGUARD - SCHORLARSHIP FUNDS | AT COST | $74,513 | $61,268 |
| DODGE & COX - INCOME FUND | AT COST | $244,271 | $256,970 |
| CHARLES SCHWAB-INST ACCOUNTS | AT COST | $1,552,132 | $2,113,271 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2012 EXCISE TAX PAID | Description |
| Amount | $7,189 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEES-INST SCHWAB | $13,452 | $13,452 | $0 | $0 |
| FOREIGN TAXES | $115 | $115 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES SALLY NATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8273 MOBERLY LN | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75227 | ZIPCode |
Comments