JOHN AND JUDITH NELSON FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JUDITH NELSON FAMILY FOUNDATION (EIN 04-6896202)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201231329349101068
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T10:57:52-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043542399 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLONY GROUP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 ATLANTIC AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 | 046896202 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JUDITH NELSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 6177238200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE COLONY GROUP 2 ATLANTIC | AddressLine1 |
| Address Line2 | AVENUE | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN R NELSON | Name |
| Title | TRUSTEE | Title |
| Phone | 6177238200 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHERYL L STELLJES | Name |
| PTIN | P00472152 | PTIN |
| Phone | 6177238200 | Phone |
| Date Prepared | 2012-05-11 | 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 | 864573 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 12935 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 22307 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 22307 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 22 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 177111 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 643462 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 597542 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 212375 | TotalRevenueAndExpenses |
| Total Net Investment Income | 619871 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2427 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2427 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 21 | InterestRevAndExpnss |
| Interest Net Invst Incm | 21 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6392 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6392 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8840 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8840 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 120565 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 120565 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 129405 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8840 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 120565 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 82970 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 611031 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -1 | CashBOY |
| Savings And Temp Cash Invst BOY | 114082 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 35661 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 35661 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1659 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 264774 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 848258 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 828912 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 380514 | TotalAssetsBOY |
| Total Assets EOY | 883919 | TotalAssetsEOY |
| Total Assets EOYFMV | 864573 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 380514 | CapitalStockBOY |
| Capital Stock EOY | 883919 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 380514 | TotalNetAssetsBOY |
| Total Net Assets EOY | 883919 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 380514 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 883919 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 380514 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 82970 | ExcessOfRevenueOverExpenses |
| Other Increases | 420435 | OtherIncreases |
| Subtotal | 883919 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 883919 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC 5.125% DUE 2-14-11 | P | 2007-03-27 | 2011-02-14 | 10000 | 10053 | -53 | -53 |
| JOHN DEERE CAPITAL CORP 5.1% DUE 01-15-13 | P | 2009-10-09 | 2011-04-05 | 21368 | 21524 | -156 | -156 |
| GENERAL DYNAMICS CORP 4.25% DUE 051513 | P | 2007-05-02 | 2011-06-09 | 10675 | 9524 | 1151 | 1151 |
| 2,100 SH WATERS CORP | D | 2007-02-13 | 2011-05-02 | 207046 | 1659 | 205387 | 205387 |
| 4,000 SH WATERS CORP | D | 2011-01-31 | 2011-05-02 | 394373 | 3160 | 391213 | 391213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 597542 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 176954 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 558384 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.316904 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 217059 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 638777 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.339804 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 172245 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1120218 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.153760 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 178510 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1368091 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.130481 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 307853 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 889107 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.346250 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.287199 | TotalDistributionRatio |
| Average Distribution Ratio | 0.257440 | AverageDistributionRatio |
| Net Noncharitable Assets | 835056 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 214977 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6110 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 221087 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 120565 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 12221 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 12221 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 12221 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3337 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3337 | TotalCreditsAndPayments |
| Tax Due | 8884 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | STEPHEN T SADLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6177238200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE COLONY GROUP 2 ATLANTIC AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN NELSON | ||||||||
| 1277 PLAYMOOR ROAD | PALM HARBOR | FL | 34683 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CHRISTOPHER NELSON | ||||||||
| 37 ANNIE MOORE ROAD | BOLTON | MA | 01740 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| SCOTT NELSON | ||||||||
| 30 SHEDD LANE | CHELMSFORD | MA | 01824 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 645531 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 202242 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 847773 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 847773 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12717 | CashDeemedCharitable |
| Net Noncharitable Assets | 835056 | NetNoncharitableAssets |
| Minimum Investment Return | 41753 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 41753 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12221 | TaxBasedOnInvestmentIncome |
| Total Tax | 12221 | TotalTax |
| Distributable Amount Before Adj | 29532 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29532 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29532 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 120565 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 120565 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 120565 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29532 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 270692 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 118590 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 116565 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 185302 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 149517 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 840666 | TotalExcessDistriCarryover |
| Qualifying Distributions | 120565 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 29532 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 91033 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 931699 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 270692 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 661007 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 118590 | ExcessFromYear4 |
| Excess From Year3 | 116565 | ExcessFromYear3 |
| Excess From Year2 | 185302 | ExcessFromYear2 |
| Excess From Year1 | 149517 | ExcessFromYear1 |
| Excess From Current Year | 91033 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN NELSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ANDREW'S HELPFUL HANDS | ||||||
| PO BOX 751 | HUDSON | MA | 01749 | PUBLIC | GENERAL PURPOSE | $750 |
| CHILDREN'S HOSPITAL | ||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PUBLIC | GENERAL PURPOSE | $56,265 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PUBLIC | GENERAL PURPOSE | $10,000 |
| GRACE COMMUNITY CHURCH | ||||||
| 275 BILLERICA ROAD | CHELMSFORD | MA | 01824 | PUBLIC | GENERAL PURPOSE | $2,700 |
| HOLIDAY FOR HIGH SCHOOLERS CO NASHOBA REGIONAL HIGH SCHOOL | ||||||
| 12 GREEN ROAD | BOLTON | MA | 01740 | PUBLIC | GENERAL PURPOSE | $750 |
| JIMMY FUND | ||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | PUBLIC | GENERAL PURPOSE | $2,500 |
| JUST CAUSE BREAST CANCER WALK | ||||||
| PO BOX 132 | BOLTON | MA | 01740 | PUBLIC | GENERAL PURPOSE | $500 |
| MAKE-A-WISH FOUNDATION | ||||||
| ONE BULFINCH PLACE | BOSTON | MA | 02114 | PUBLIC | GENERAL PURPOSE | $17,600 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PUBLIC | GENERAL PURPOSE | $1,000 |
| SPECIAL OLYMPICS | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC | GENERAL PURPOSE | $1,000 |
| ST JUDE'S HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC | GENERAL PURPOSE | $25,000 |
| ST LEO CATHOLIC SCHOOL | ||||||
| 120 MAIN STREET | LEOMINSTER | MA | 01453 | PUBLIC | GENERAL PURPOSE | $100 |
| WORKING DOG FOUNDATION | ||||||
| PO BOX 22312 | PORTSMOUTH | NH | 03802 | PUBLIC | GENERAL PURPOSE | $400 |
| WOUNDED WARRIORS | ||||||
| HILL AVENUE | MCB QUANTICO | VA | 22134 | PUBLIC | GENERAL PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 120565 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,307 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $177,111 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $199,440 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 199440 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JOHN NELSON | 1277 PLAYMOOR DRIVE | PALM HARBOR | FL | 34683 | 3160 | X | |
| 2 | SCOTT NELSON | 30 SHEDD LANE | CHELMSFORD | MA | 01824 | 2775 | X | |
| 3 | CHRISTOPHER LORI NELSON | 37 ANNIE MOORE ROAD | BOLTON | MA | 01740 | 7000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 4,000 SHARES OF WATERS CORPORATION COMMON STOCK | NoncashPropertyDescription |
| Fair Market Value | 306400 | FairMarketValue |
| Date Received | 2011-01-31 | DateReceived |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (28 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CITIGROUP INC | 0 | 0 |
| UNITED TECHNOLOGIES CORP | 25354 | 29543 |
| EMERSON ELECTRIC CO | 9682 | 10488 |
| GENERAL DYNAMICS CORP | 0 | 0 |
| CON EDISON OF NY | 10154 | 11435 |
| GOLDMAN SACHS GROUP INC | 52588 | 51185 |
| LEHMAN BROS HOLDINGS INC | 26521 | 6469 |
| JOHN DEERE CAPITAL CORP | 0 | 0 |
| BARRICK GOLD FINANCE CO | 22112 | 21630 |
| BHP BILLITON FIN USA | 27654 | 27428 |
| JP MORGAN CHASE & CO | 53468 | 53115 |
| WEATHORFORD INTL INC | 26647 | 27969 |
| AT&T INC | 21626 | 23677 |
| CONOCOPHILLIPS | 11826 | 11703 |
| ANHEUSER BUSCH INC | 21722 | 23503 |
| BANK OF AMERICA CORP | 52114 | 50358 |
| GENERAL ELECTRIC | 20501 | 20362 |
| WELLS FARGO | 53301 | 52437 |
| MORGAN STANLEY | 54693 | 50699 |
| CITIGROUP INC | 53337 | 50844 |
| ALCOA INC | 26700 | 26731 |
| POTASH CORP | 26079 | 26103 |
| VERIZON COMMUNICATIONS | 28539 | 29259 |
| INTERNATIONAL PAPER | 59799 | 60715 |
| VALERO ENERGY | 56712 | 55526 |
| LIFE TECHNOLOGIES CORP | 27557 | 27918 |
| CORNING INC | 26619 | 26655 |
| APPLIED MATERIALS INC | 52953 | 53160 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | WATERS CORPORATION | NameOfStock |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST PAID ON PURCHASE OF BONDS | Description |
| Revenue And Expenses Per Books | 6392 | RevenueAndExpensesPerBooks |
| Net Investment Income | 6392 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STEP-UP IN BASIS OF DONATED WATERS CORP STOCK SOLD IN 2011 | $420,431 |
| ROUNDING | $4 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE - THE COLONY GROUP | Category |
| Amount | $2,427 | Amount |
| Net Investment Income | 2427 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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