J N NELSON FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: J N NELSON FAMILY FOUNDATION (EIN 38-3342652)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-10-15
IRS object ID: 201202899349100500
Schema version: 2011v1.2
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
Compensation Explanation
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)
Timestamp	2012-10-15T06:43:36-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEWIS & KNOPF CPAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5206 GATEWAY CENTRE SUITE 100	AddressLine1
City	FLINT	City
State	MI	State
ZIP Code	48507	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	383342652	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	J N NELSON FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JNNE	NameControl
Phone	8107677800	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9095 S SAGINAW RD UNIT 13	AddressLine1
City	GRAND BLANC	City
State	MI	State
ZIP Code	48439	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JAY N NELSON	Name
Title	PRESIDENT	Title
Phone	8107677800	Phone
Date Signed	2012-05-25	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KIM H LINDSAY	Name
Phone	8102384617	Phone
Date Prepared	2012-08-09	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	865810	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	154845	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	25506	DividendsRevAndExpnss
Dividends Net Invst Incm	25506	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-4528	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	63829	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	129	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	175823	TotalRevenueAndExpenses
Total Net Investment Income	25635	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	5720	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	5720	AccountingFeesNetInvstIncm
Taxes Rev And Expnss	742	TaxesRevAndExpnss
Taxes Net Invst Incm	742	TaxesNetInvstIncm
Other Expenses Rev And Expnss	500	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	500	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	6962	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	6962	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	40379	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	40379	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	47341	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	6962	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	40379	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	128482	ExcessOfRevenueOverExpenses
Net Investment Income	18673	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash EOY	2	CashEOY
Savings And Temp Cash Invst BOY	109309	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	111450	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	111450	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	27789	AccountsReceivable
Accounts Receivable EOY	27789	AccountsReceivableEOY
Accounts Receivable EOYFMV	27789	AccountsReceivableEOYFMV
Investments Corp Stock BOY	492989	InvestmentsCorpStockBOY
Investments Corp Stock EOY	586502	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	596503	InvestmentsCorpStockEOYFMV
Investments Other BOY	114755	InvestmentsOtherBOY
Investments Other EOY	120032	InvestmentsOtherEOY
Investments Other EOYFMV	130068	InvestmentsOtherEOYFMV
Total Assets BOY	717053	TotalAssetsBOY
Total Assets EOY	845775	TotalAssetsEOY
Total Assets EOYFMV	865810	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	717053	RetainedEarningsBOY
Retained Earnings EOY	845775	RetainedEarningsEOY
Total Net Assets BOY	717053	TotalNetAssetsBOY
Total Net Assets EOY	845775	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	717053	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	845775	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	717053	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	128482	ExcessOfRevenueOverExpenses
Other Increases	240	OtherIncreases
Subtotal	845775	Subtotal
Total Net Assets Fund Balances EOY	845775	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	129	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	14021	QualifyingDistributionsYear1
Noncharitable Assets Year1	629940	NoncharitableAssetsYear1
Distribution Ratio Year1	0.022258	DistributionRatioYear1
Qualifying Distributions Year2	3634	QualifyingDistributionsYear2
Noncharitable Assets Year2	172066	NoncharitableAssetsYear2
Distribution Ratio Year2	0.021120	DistributionRatioYear2
Qualifying Distributions Year3	22576	QualifyingDistributionsYear3
Noncharitable Assets Year3	183370	NoncharitableAssetsYear3
Distribution Ratio Year3	0.123117	DistributionRatioYear3
Qualifying Distributions Year4	27200	QualifyingDistributionsYear4
Noncharitable Assets Year4	521996	NoncharitableAssetsYear4
Distribution Ratio Year4	0.052108	DistributionRatioYear4
Qualifying Distributions Year5	26981	QualifyingDistributionsYear5
Noncharitable Assets Year5	444258	NoncharitableAssetsYear5
Distribution Ratio Year5	0.060733	DistributionRatioYear5
Total Distribution Ratio	0.279336	TotalDistributionRatio
Average Distribution Ratio	0.055867	AverageDistributionRatio
Net Noncharitable Assets	745689	NetNoncharitableAssets
Adjusted Noncharitable Assets	41659	AdjustedNoncharitableAssets
One Percent Net Investment Income	187	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	41846	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	40379	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	373	InvestmentIncomeExciseTax
Subtotal	373	Subtotal
Tax Based On Investment Income	373	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	341	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	32	TaxPaidWithExtension
Total Credits And Payments	373	TotalCreditsAndPayments
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	MI	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	JAY NELSON	BooksInCareOfPersonName
Books In Care Of Phone Number	8107677800	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	9095 SSAGINAW STREET UNIT 13	AddressLine1
City	GRAND BLANC	City
State	MI	State
ZIP Code	48439	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JAY N NELSON
9095 S SAGINAW STREET UNIT 13	GRAND BLANC	MI	48439	PRES./TREAS.	2.00	0	0	0
MARILYN S NELSON
9095 S SAGINAW STREET UNIT 13	GRAND BLANC	MI	48439	VP/SEC.	2.00	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	2.00	0	0	500
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	701404	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	27852	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	27789	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	757045	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	757045	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	11356	CashDeemedCharitable
Net Noncharitable Assets	745689	NetNoncharitableAssets
Minimum Investment Return	37284	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	37284	MinimumInvestmentReturn
Tax Based On Investment Income	373	TaxBasedOnInvestmentIncome
Total Tax	373	TotalTax
Distributable Amount Before Adj	36911	DistributableAmountBeforeAdj
Distributable Amount Before Ded	36911	DistributableAmountBeforeDed
Distributable Amount As Adjusted	36911	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	40379	ExpensesAndContributions
Qualifying Distributions	40379	QualifyingDistributions
Adj Qualifying Distributions	40379	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	36911	DistributableAmountAsAdjusted
Undistributed Income Prior Year	687	UndistributedIncomePriorYear
Qualifying Distributions	40379	QualifyingDistributions
Applied To Year1	687	AppliedToYear1
Applied To Current Year	36911	AppliedToCurrentYear
Remaining Distri From Corpus	2781	RemainingDistriFromCorpus
Total Corpus	2781	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	2781	ExcessDistriCyovToNextYear
Excess From Current Year	2781	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JAY NELSON	ContributingManager
Contributing Manager	MARILYN NELSON	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	JAY N NELSON	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	9095 S SAGINAW STREET UNIT 13	AddressLine1
City	GRAND BLANC	City
State	MI	State
ZIP Code	48439	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	8107677800	RecipientPhoneNumber
Form And Info And Materials	APPLICATION FORMS CAN BE OBTAINED AT THE ADDRESS LISTED ABOVE.	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	LIMITATION ON AWARDS TO BE DETERMINED BY THE FOUNDATION'S BOARD OF DIRECTORS ON AN ANNUAL BASIS.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
UNITED WAY OF GENESEE COU
PO BOX 949	FLINT	MI	48501	NONE	CHARITY	GENERAL	$3,000
FLINT INSTITUTE OF ARTS
1120 EKEARSLEY STREET	FLINT	MI	48502	NONE	CHARITY	GENERAL	$6,000
BRCH FOUNDATION
745 MEADOWS DRIVE	BOCA RATON	FL	33486	NONE	CHARITY	GENERAL	$15,000
SUMMIT COUNTY DAY SCHOOL
2161 GRANDIN ROAD	CINCINNATI	OH	45208	NONE	CHARITY	GENERAL	$600
FLINT INSTITUTE OF MUSIC
1025 EAST KEARSLEY STREET	FLINT	MI	48503	NONE	CHARITY	GENERAL	$6,500
SALVATION ARMY
211 WEST KEARSLEY STREET	FLINT	MI	48503	NONE	CHARITY	GENERAL	$4,000
NATIONAL SOCIETY OF ARTS
10 NORMAN DRIVE	BIRMIGHAM	AL	35213	NONE	CHARITY	GENERAL	$4,000
JOSE MENORA
9095 SSAGINAW ROAD	GRAND BLANC	MI	48439	NONE	CHARITY	GENERAL	$879
JONAH KIM
9095 SSAGINAW ROAD	GRAND BLANC	MI	48439	NONE	CHARITY	GENERAL	$400

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	40379	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$25,506	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$4,528	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$20,978	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	20978	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Noncash Contribution TypeNoncashContributionType
1	JAY N NELSON	9095 S SAGINAW STREET UNIT 13	GRAND BLANC	MI	48439	137450	X	X
2	MARILYN NELSON	9095 S SAGINAW STREET UNIT 13	GRAND BLANC	MI	48439	17395	X

Noncash Property NoncashProperty

Field	Value	IRS element (for citing)
Contributor Number From Part I	1	ContributorNumberFromPartI
Noncash Property Description	700 SHS INTUIT	NoncashPropertyDescription
Fair Market Value	37450	FairMarketValue
Date Received	2011-12-29	DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	PROFESSIONAL SERVICES	Category
Amount	$5,720	Amount
Net Investment Income	5720	NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (5 entries)

JAY N NELSON
MARILYN S NELSON
ROBIN N NELSON
BONNIE S HASCHKE
DAVID N NELSON

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)

NameName	Date AcquiredDateAcquired	How AcquiredHowAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	BasisBasis	Total NetTotalNet
700 SHS INTUIT	2010-01	DONATION	2011-12	37008	37450	-442
540 SHS MFC ISHARES TR MSCI	2010-01	PURCHASE	2011-12	26692	30907	-4215

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (8 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
MFO VANGUARD FIXED INCOME	13146	14706
MFC SPDR GOLD	16975	24318
MFO PIMCO FDS	26570	21317
MFB NORTHERN MID CAP INDEX FD	31884	34701
MFC VANGUARD REIT ETF	15552	20590
MFC ISHARES TR MSCI	128489	115405
MFC VANGUARD INTL EQUITY	106987	98391
ISHARES TR RUSSELL	246899	267075

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
MFB NORTHERN HIGH YIELD FIXED INCOME	AT COST	55842	59314
MFB NORTHERN FDS SMALL CAP INDEX FUN	AT COST	32696	33858
MFO FIDELITY CONTRAFUND	AT COST	31494	36896

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
EXPENSES
OFFICE EXPENSE	500	500

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	NON DIVIDEND DISTRIBUTION	Description
Amount	$240	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAX PAID	Category
Amount	$742	Amount
Net Investment Income	742	NetInvestmentIncome

J N NELSON FAMILY FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (2 entries)

Noncash Property NoncashProperty

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (5 entries)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (8 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments