NELSON FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NELSON FAMILY FOUNDATION (EIN 20-8069898)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201432269349101108
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-14T15:23:26-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7343 | AddressLine1 |
| City | BEAUMONT | City |
| State | TX | State |
| ZIP Code | 777267343 | 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 | 208069898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NELSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELS | BusinessNameControlTxt |
| Phone | 7135681285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4409 MONTROSE BLVD NO 201 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77006 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T HUNTER NELSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7135681285 | PhoneNum |
| Signature | 2014-08-11 | 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 |
| 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 | $255,516 | 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 | $352,833 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $169,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $352,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7 | 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 | $910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $910 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,372 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,372 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,216 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,682 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,681 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $182,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $186,835 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $70,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $251,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $255,516 | 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 | $70,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $251,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $251,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $251,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $252,284 | SubtotalAmt |
| Other Decreases | $809 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $251,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2000 SH CATM | P | 2008-11-12 | 2013-12-06 | $84,993 | $85,020 | -$27 | -$27 |
| 2000 SH CATM | P | 2008-11-12 | 2013-12-09 | $84,747 | $85,020 | -$273 | -$273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,679 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $75,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.274998 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $94,433 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.137664 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $131,517 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.415155 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $95,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $110,133 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.870765 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $155,601 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.321335 | DistributionYr5Rt |
| Total Distribution | 2.019917 | TotalDistributionRt |
| Average Distribution | 0.403983 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $240,392 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,114 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,114 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $169,372 | 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 | 7135681285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4409 MONTROSE BLVD 201 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77006 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| T HUNTER NELSON | ||||||||
| 4409 MONTROSE BLVD SUITE 201 | HOUSTON | TX | 77006 | PRESIDENT & TREASURER, DIR | 3.00 | $0 | $0 | $0 |
| BETSY W NELSON | ||||||||
| 4409 MONTROSE BLVD SUITE 201 | HOUSTON | TX | 77006 | VP & SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| T HUNTER NELSON JR | ||||||||
| 4409 MONTROSE BLVD SUITE 201 | HOUSTON | TX | 77006 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EMILY H NELSON | ||||||||
| 4409 MONTROSE BLVD SUITE 201 | HOUSTON | TX | 77006 | 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 | $186,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $244,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $244,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $240,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,020 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,020 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $12,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,020 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $169,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,220 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,393 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,024 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,278 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,919 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $205,834 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $157,352 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $363,186 | 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 | $42,220 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $320,966 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,393 | ExcessFromYear4Amt |
| Excess From Year3 | $48,024 | ExcessFromYear3Amt |
| Excess From Year2 | $8,278 | ExcessFromYear2Amt |
| Excess From Year1 | $16,919 | ExcessFromYear1Amt |
| Excess From Current Year | $157,352 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARROW CHILD & FAMILY MINISTRIES | |||||||
| 2615 CALDER 750 | BEAUMONT | TX | 77702 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| CASA OF SOUTHEAST TEXAS | |||||||
| 2449 CALDER AVE | BEAUMONT | TX | 77702 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $828 |
| CHRISTO REY JESUIT | |||||||
| 6700 MT CARMEL DR | HOUSTON | TX | 77087 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| CHRISTUS FOUNDATION FOR HEALTHCARE | |||||||
| 2615 FANNIN | HOUSTON | TX | 77002 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $16,000 |
| SPECIAL OLYMPICS | |||||||
| 10777 NORTHWEST FWY | HOUSTON | TX | 77092 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $200 |
| STRIDING LION | |||||||
| 7323 N PAULINA 1 | CHICAGO | IL | 60626 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 |
| YELLOWSTONE ACADEMY | |||||||
| 3000 TRULLEY ST | HOUSTON | TX | 77004 | NONE | 501(C)(3) | CHARITABLE SUPPORTCHARITABLE SUPPORTCHARITABLE SUPPORTCHARITABLE SUPPORT | $25,000 |
| STAR OF HOPE | |||||||
| 6897 ARDMORE ST | HOUSTON | TX | 77054 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $20,000 |
| CASA JUAN DIEGO | |||||||
| PO BOX 70113 | HOUSTON | TX | 77270 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $20,000 |
| ST MICHAELS CHURCH | |||||||
| 1801 SAGE RD | HOUSTON | TX | 77056 | NONE | 501(C)(3) | CHARITALBE SUPPORT | $30,000 |
| HOUSTON INNER CITY CATHOLIC SCHOOLS | |||||||
| 1801 SAGE RD | HOUSTON | TX | 77056 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $5,000 |
| DOMINICAN SISTERS OF HOUSTON | |||||||
| 6501 ALMEDA RD | HOUSTON | TX | 77021 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $5,000 |
| COMFORT CREW FOR MILITARY KIDS | |||||||
| 1114 LOST CREEK BLVD | AUSTIN | TX | 787466300 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 |
| SPRING SPIRIT BASEBALL | |||||||
| PO BOX 550549 | HOUSTON | TX | 772550549 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| DIOCESAN SERVICES FUND | |||||||
| PO BOX 4681 | HOUSTON | TX | 772104681 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 |
| NICK FINNEGAN COUNSELING CENTER | |||||||
| 2714 JOANEL STREET | HOUSTON | TX | 77027 | NONE | 501(C)(3) | CHARITABLE SUPPORTCHARITABLE SUPPORT | $3,694 |
| THETA CHARITY ANTIQUES SHOW | |||||||
| 1001 AVENIDA DE LAS AMERICAS | HOUSTON | TX | 77010 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,050 |
| 100 CLUB SURVIVORS FUND | |||||||
| 5555 SAN FELIPE ST STE 1750 | HOUSTON | TX | 770562733 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $100 |
| JESUITS OF THE NEW ORLEANS | |||||||
| 710 BARONNE ST STE B | NEW ORLEANS | LA | 701131064 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $5,000 |
| FAITH IN PRACTICE- PARSLEY CHARITY | |||||||
| 7500 BEECHNUT STREET STE 208 | HOUSTON | TX | 77074 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $4,725 |
| OPEN DOOR MISSION | |||||||
| 5803 HARRISBURG BLVD | HOUSTON | TX | 77011 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $500 |
| EPILEPSY FOUNDATION TX | |||||||
| 855 JIM GILLIGAN WAY | BEAUMONT | TX | 77705 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $4,000 |
| KELLY HIGH SCHOOL | |||||||
| 5950 KELLY DR | BEAUMONT | TX | 77707 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $600 |
| HOUSTON PARKINSON SOCIETY | |||||||
| 2700 SOUTHWEST FWY | HOUSTON | TX | 77098 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,075 |
| HABITAT FOR HORSES | |||||||
| 6034 TERREBONNE RD | HITCHCOCK | TX | 77563 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $200 |
| OUR LADY GUADALUPE SCHOOL | |||||||
| 2405 NAVIGATION BLVD | HOUSTON | TX | 77003 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $100 |
| ST MICHAELS SCHOOL | |||||||
| 6420 RICHMOND AVE | HOUSTON | TX | 77057 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| THE RISE SCHOOL OF HOUSTON | |||||||
| 5618 H MARK CROSSWELL JR ST | HOUSTON | TX | 77021 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| GOODFELLOWS CLUB OF HOUSTON | |||||||
| 801 TEXAS AVE ROOM 809 | HOUSTON | TX | 77002 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| THE SALVATION ARMY | |||||||
| 1500 AUSTIN ST | HOUSTON | TX | 77002 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| HOUSTON PBS | |||||||
| 4343 ELGIN | HOUSTON | TX | 77204 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $500 |
| USO | |||||||
| PO BOX 441160 | INDIANAPOLIS | IN | 462441160 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $500 |
| UNIVERSITY OF TX AUSTIN | |||||||
| 110 INNER CAMPUS DR | AUSTIN | TX | 78712 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 |
| THE UT SYSTEM | |||||||
| 601 COLORADO STREET | AUSTIN | TX | 787012982 | 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 |
| STRAKE JESUIT COLLEGE PREP | |||||||
| 8900 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 |
| ST AGNES ACADEMY | |||||||
| 9000 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCES | |||||||
| 2900 LOUISIANA | HOUSTON | TX | 77006 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $500 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DR SUITE 100 | ARLINGTON | VA | 222031606 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $500 |
| ADMIRAL NIMITZ FOUNDATION | |||||||
| 328 EAST MAIN ST | FREDERICKSBURG | TX | 78624 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 |
| REFORMED UNIVERSITY FELLOWSHIP | |||||||
| 1700 N BROWN RD SUITE 104 | LAWRENCEVILLE | GA | 30043 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $500 |
| USSGA MEMORIAL FUND | |||||||
| 88 FIELD POINT RD | GREENWICH | CT | 068306468 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,372 | 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 | $7 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$300 | 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 | -$293 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$293 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE NELSON FAMILY FOUNDAION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4409 MONTROSE BLVD SUITE 201 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $352,833 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL | CategoryTxt |
| Amt | $910 | Amt |
| Net Investment Income | $910 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 4300 CARDTRONICS | StockNm |
| EOY Book Value | $182,793 | EOYBookValueAmt |
| EOYFMV | $186,835 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VALUE OF GOODS RECEIVED | Description |
| Amount | $809 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $50 | $50 | $0 |
| INVESTMENT ACCT FEES | $140 | $140 | $0 |
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