J N NELSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- J N NELSON FAMILY FOUNDATION (EIN 38-3342652)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-10
- IRS object ID
- 202632229349100533
- Schema version
- 2025v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-10T13:56:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383567911 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 EAST PARIS AVE SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383342652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J N NELSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JNNE | BusinessNameControlTxt |
| Phone | 8106910649 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY NELSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8106910649 | PhoneNum |
| Signature | 2026-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E HERT CPA | PreparerPersonNm |
| PTIN | P00066715 | PTIN |
| Phone | 6169754100 | PhoneNum |
| Preparation | 2026-07-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,237,014 | 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 | $142,131 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $189,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $528,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,838,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $528,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $861,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $718,911 | 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 | $6,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,035 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,859 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $466,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $466,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $466,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $310,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $645,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,457 | CashBOYAmt |
| Cash EOY | $52,806 | CashEOYAmt |
| Cash EOYFMV | $52,806 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,830,042 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,198,422 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,600,527 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,002,898 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,011,901 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,015,023 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $426,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $413,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $568,658 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,365,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,676,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,237,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $5,365,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,676,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,365,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,676,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,365,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,676,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,365,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $310,813 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,676,661 | SubtotalAmt |
| Other Decreases | $378 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,676,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM | P | $33,436 | $37,719 | -$4,283 | -$4,283 |
| LONG TERM | P | $1,799,023 | $1,271,834 | $527,189 | $527,189 |
| CAPITAL GAINS DIVIDENDS | P | $6,057 | $6,057 | $6,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $528,963 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,966 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,966 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,724 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,724 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,758 | OverpaymentAmt |
| Applied To ES Tax | $3,758 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | 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 | JAY NELSON | IndividualWithBooksNm |
| Phone | 8106910649 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334327453 | ZIPCd |
| 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAY N NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARILYN S NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ROBIN N CONTESSA | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | TREASURER | 0.50 | $0 | $0 | $0 |
| BONNIE S HASCHKE | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DAVID N NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | SECRETARY | 0.50 | $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 | $8,715,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,782,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,782,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,651,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $432,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $432,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,966 | TotalTaxAmt |
| Distributable Before Adj | $423,592 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,592 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $423,592 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $466,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $466,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,032 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $466,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,032 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $423,592 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,376 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,376 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,376 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY N NELSON | ContributingManagerNm |
| Contributing Manager | MARILYN S NELSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAY N NELSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8106910649 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS CAN BE OBTAINED AT THE ADDRESS LISTED ABOVE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITATION ON AWARDS TO BE DETERMINED BY THE FOUNDATION'S BOARD OF DIRECTORS ON AN ANNUAL BASIS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOCO RATON REGIONAL HOSPITAL FOUNDATION | ||||||
| 745 MEADOWS RD | BOCA RATON | FL | 33466 | PC | GENERAL OPERATIONS | $300,000 |
| FLINT INSTITUTE OF ART | ||||||
| 1120 E KEARSLEY ST | FLINT | MI | 48503 | NC | GENERAL OPERATIONS | $10,000 |
| FLINT ROTARY CLUB | ||||||
| 2481 DELWOOD DR | CLIO | MI | 48420 | PC | GENERAL OPERATIONS | $2,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST STE 500 | HILLSDALE | MI | 49242 | NC | GENERAL OPERATIONS | $25,000 |
| HOOVER INSTITUTE | ||||||
| 434 GALVEZ MALL STANDFORD UNIVERSIT | STANFORD | CA | 94305 | NC | GENERAL OPERATIONS | $25,000 |
| LYNN UNIVERSITY | ||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | NC | CONSERVATORY OF MUSIC | $25,000 |
| NATIONAL SOCIETY OF ARTS AND LETTERS | ||||||
| 7170 PROMENADE DR 701 | BOCA RATON | FL | 33433 | PC | GENERAL OPERATIONS | $5,000 |
| OHIO STATE UNIVERSITY | ||||||
| 425 STILLMAN HALL 1947 COLLEGE RD | COLUMBUS | OH | 43210 | NC | MSE DEPT | $32,000 |
| ORDER OF ST JOHN'S OF JERUSALEM | ||||||
| 1771 SABAL PALM | BOCA RATON | FL | 33432 | NC | GENERAL OPERATIONS | $8,500 |
| SALVATION ARMY | ||||||
| 211 W KEARSLEY STREET | FLINT | MI | 48503 | PC | GENERAL OPERATIONS | $7,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL OPERATIONS | $10,000 |
| SCRIPPS RESEARCH INSTITUTE | ||||||
| 130 SCRIPPS WAY | JUPITER | FL | 33458 | PC | GENERAL OPERATIONS | $16,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $466,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,948 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $528,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $718,911 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $718,911 | 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 | JAY N AND MARILYN NELSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DRIVE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334327453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $142,131 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,035 | Amt |
| Net Investment Income | $6,035 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FE | $95,181 | $92,679 |
| MFC ISHARES TRUST ISHARES 5-10YR INVESTMENT GRADE CORPORATE BOND ETF | $468,950 | $478,885 |
| MFO DOUBLELINE CORE FIXED INCOME FUND I | $447,770 | $443,459 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAON INC COM | $5,348 | $83,570 |
| ADOBESYS INC COM | $32,618 | $72,798 |
| AIRBNB INC CL A | $59,708 | $69,081 |
| ALPHABET INC CAP | $8,821 | $299,365 |
| AMAZON COM INC COM | $2,699 | $377,852 |
| APPLE INC COM STK | $554 | $40,779 |
| BECTON, DICKINSON AND CO, COMMON STOCK | $6,737 | $20,571 |
| BERKSHIRE HATHAWAY INC CL B | $88,419 | $123,652 |
| BLACKROCK INC COM STK | $95,020 | $128,441 |
| BOOKING HLDINGS INC COM | $20,843 | $53,553 |
| BROADCOM INC COM | $13,508 | $164,397 |
| CATERPILLAR INC COMMON STOCK | $16,605 | $69,317 |
| CHEVRON CORP COM | $74,566 | $83,826 |
| CHUBB LTB ORD CHF24.15 | $72,659 | $122,663 |
| COSTCO WHOLESALE CORP NEW COM | $3,970 | $87,096 |
| EATON CORP PLC COM | $60,180 | $53,510 |
| EDWARDS LIFESCIENCES CORP COM | $7,948 | $57,203 |
| ELEVANCE HEALTH INC | $3,243 | $235,570 |
| ELI LILLY & CO COM | $135,245 | $189,144 |
| EOG RESOURCES INC COM | $124,154 | $106,480 |
| FREEPORT-MCMORAN INC | $26,742 | $25,395 |
| GOLDMAN SACHS GROUP INC COM | $32,674 | $145,035 |
| HOME DEPOT INC COMMON STOCK | $44,449 | $78,799 |
| INTERCONTINENTAL EXCHANGE INC COM | $70,271 | $75,959 |
| INTUIT COM | $1,198 | $31,134 |
| IQVIA HLDINGS INC COM | $39,794 | $47,562 |
| JOHNSON & JOHNSON COM | $25,667 | $25,869 |
| JPMORGAN CHASE & CO COM | $24,367 | $74,755 |
| MASTERCARD INC CL A | $6,715 | $180,969 |
| MERCK & CO INC NEW COM | $36,940 | $52,630 |
| META PLATFORMS INC COM | $50,691 | $52,147 |
| MFB NORTHERN EQUITY INDEX FUNDS MID CAP INDEX | $77,123 | $104,534 |
| MFB NORTHERN FUNDS SMALL CAP INDEX FD | $73,163 | $117,787 |
| MFC ETF I SHARES MSCI EAFE | $504,826 | $759,789 |
| MFC ISHARES INC MSCI I EMERGING MKTS EX CHINA | $362,225 | $477,290 |
| MFC ISHARES TR S&P MIDCAP 400 VALUE ETF | $451,756 | $585,707 |
| MFC SELECT SECTOR SPDR TR ENERGY | $103,389 | $186,530 |
| MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP | $891,914 | $1,016,131 |
| MICROCHIP TECHNOLOGY INC COM | $140,026 | $150,634 |
| MICROSOFT CORP COM | $4,316 | $89,953 |
| NEXTERA ENERGY INC COM | $96,187 | $104,444 |
| NVIDIA CORP COM | $3,715 | $173,632 |
| PALO ALTO NETWORKS INC COM | $54,195 | $66,128 |
| PROCTOR & GAMBLE COM NPV | $38,273 | $58,614 |
| SALESFORCE INC COM | $79,924 | $84,771 |
| SCHWAB CHARLES CORP COMMON STOCK NEW | $93,132 | $157,558 |
| TRANE TECHNOLOGIES PLC COM | $0 | $124,933 |
| WALMART INC COM | $31,905 | $112,970 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | AT COST | $201,786 | $233,606 |
| MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | AT COST | $48,347 | $56,879 |
| MFC SPDR GOLD TR GOLD SHS | AT COST | $86,943 | $171,602 |
| MFC VANGUARD REAL ESTATE ETF | AT COST | $17,391 | $42,918 |
| SPDR DOW JONES REIT ETF | AT COST | $58,687 | $63,653 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $378 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $67,859 | Amt |
| Net Investment Income | $67,859 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $10,335 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments