Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
The John and Shirley Nash Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-1207686
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,089,612
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 100,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,013 1,013  
4 Dividends and interest from securities... 69,098 69,098  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 72,964
b Gross sales price for all assets on line 6a 731,373
7 Capital gain net income (from Part IV, line 2)... 72,964
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 243,075 143,075  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 22,322 22,322    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,559 896    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,602 549   14,053
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,483 23,767   14,053
25 Contributions, gifts, grants paid....... 127,000 127,000
26 Total expenses and disbursements. Add lines 24 and 25 166,483 23,767   141,053
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 76,592
b Net investment income (if negative, enter -0-) 119,308
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 80,034 104,407 104,407
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 238,258 Click to see attachment247,609 245,524
b Investments—corporate stock (attach schedule)....... 1,526,852 Click to see attachment1,598,888 1,591,724
c Investments—corporate bonds (attach schedule)....... 180,581 Click to see attachment151,413 147,957
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,025,725 2,102,317 2,089,612
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,025,725 2,102,317
30 Total net assets or fund balances (see instructions)..... 2,025,725 2,102,317
31 Total liabilities and net assets/fund balances (see instructions). 2,025,725 2,102,317
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,025,725
2
Enter amount from Part I, line 27a .....................
2
76,592
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,102,317
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,102,317
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 731,373   658,409 72,964
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       72,964
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 72,964
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 157,450 2,210,936 0.071214
2016 126,645 2,083,416 0.060787
2015 144,459 2,169,225 0.066595
2014 131,787 2,303,052 0.057223
2013 134,562 2,311,640 0.058211
2
Total of line 1, column (d) .....................
2
0.31403
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.062806
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,216,261
5
Multiply line 4 by line 3......................
5
139,194
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,193
7
Add lines 5 and 6........................
7
140,387
8
Enter qualifying distributions from Part XII, line 4,.............
8
141,053
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,193
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,193
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,193
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,300
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 107
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet107 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Julie Nash Broderick VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John E Nash Co-Pres, Dir, Sec
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lindsay Alison Nash VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Shirley Vera Nash Dir, Co-Pres
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,166,551
    b
    Average of monthly cash balances.......................
    1b
    83,460
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,250,011
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,250,011
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    33,750
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,216,261
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    110,813
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    110,813
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,193
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,193
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    109,620
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    109,620
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    109,620
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    141,053
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    141,053
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    1,193
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    139,860
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 109,620
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 22,802
    b From 2014...... 18,871
    c From 2015...... 38,033
    d From 2016...... 23,285
    e From 2017...... 49,429
    fTotal of lines 3a through e........ 152,420
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 141,053
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 109,620
    e Remaining amount distributed out of corpus 31,433
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 183,853
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    22,802
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    161,051
    10 Analysis of line 9:
    a Excess from 2014.... 18,871
    b Excess from 2015.... 38,033
    c Excess from 2016.... 23,285
    d Excess from 2017.... 49,429
    e Excess from 2018.... 31,433
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    John E Nash
    Shirley Vera Nash
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    300 COMMITTEE LAND TRUST INC
    157 LOCUST ST
    FALMOUTH,MA02540
    N/A PC General & Unrestricted 3,000
    AMIGOS OF COSTA RICA INC
    2101 L ST NW STE 800
    WASHINGTON,DC20037
    N/A SO I Charitable Event 1,000
    BE THE MATCH FOUNDATION
    500 N 5TH ST
    MINNEAPOLIS,MN55401
    N/A PC General & Unrestricted 1,000
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DR
    EXTON,PA19341
    N/A PC General & Unrestricted 2,500
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DR
    EXTON,PA19341
    N/A PC Charitable Event 2,500
    CHESTER SPRINGS LIBRARY
    1709 ART SCHOOL RD
    CHESTER SPRGS,PA19425
    N/A PC General & Unrestricted 2,000
    CHILDREN'S ROOM - CENTER FOR GRIEVING CHILDREN & T
    1210 MASS AVE
    ARLINGTON,MA02476
    N/A PC General & Unrestricted 500
    COATESVILLE YOUTH INITIATIVE
    545 E LINCOLN HWY
    COATESVILLE,PA19320
    N/A PC General & Unrestricted 2,000
    COMMUNITY VOLUNTEERS IN MEDICINE INC
    300 LAWRENCE DR STE B
    WEST CHESTER,PA19380
    N/A PC General & Unrestricted 3,000
    COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I
    151 ELLIS ST NE
    ATLANTA,GA30303
    N/A PC General & Unrestricted 5,000
    CURE4CAM INC
    202 FOXTAIL LN
    DOWNINGTOWN,PA19335
    N/A PC General & Unrestricted 2,000
    EARTHJUSTICE
    50 CALIFORNIA ST STE 500
    SAN FRANCISCO,CA94111
    N/A PC General & Unrestricted 5,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    1875 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20009
    N/A PC General & Unrestricted 5,000
    FRENCH AND PICKERING CREEKS CONSERVATION TRUST INC
    511 KIMBERTON RD
    PHOENIXVILLE,PA19460
    N/A PC The 2018 Iron Tour Cycling Event 3,000
    GREENPEACE FUND INC
    702 H ST NW STE 300
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 5,000
    HANDI-CRAFTERS INC
    PO BOX 72646
    THORNDALE,PA19372
    N/A PC General & Unrestricted 2,500
    HANDI-CRAFTERS INC
    PO BOX 72646
    THORNDALE,PA19372
    N/A PC Charitable Event 2,500
    HISTORIC YELLOW SPRINGS INC
    PO BOX 62
    CHESTER SPRINGS,PA19425
    N/A PC General & Unrestricted 2,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST 12TH FL
    NEW YORK,NY10168
    N/A PC General & Unrestricted 5,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741
    N/A PC General & Unrestricted 5,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH ST NW STE 700
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 3,000
    NATIONAL PUBLIC RADIO INC
    PO BOX 791490
    BALTIMORE,MD21279
    N/A PC General & Unrestricted 3,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH ST
    NEW YORK,NY10011
    N/A PC General & Unrestricted 5,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DR STE 100
    ARLINGTON,VA22203
    N/A PC General & Unrestricted 3,000
    PAOLI MEMORIAL HOSPITAL FOUNDATION
    255 W LANCASTER AVE
    PAOLI,PA19301
    N/A PC General & Unrestricted 2,000
    PENNSYLVANIA BALLET ASSOCIATION
    100 S BROAD ST STE 2226
    PHILADELPHIA,PA19110
    N/A PC General & Unrestricted 5,000
    PENNSYLVANIA HORTICULTURAL SOCIETY
    100 N 20TH ST 5TH FLR
    PHILADELPHIA,PA19103
    N/A PC General & Unrestricted 1,000
    PEOPLES LIGHT & THEATRE CO
    39 CONESTOGA RD
    MALVERN,PA19355
    N/A PC General & Unrestricted 1,500
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148
    N/A PC General & Unrestricted 4,500
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101
    N/A PC General & Unrestricted 1,500
    PHILADELPHIA ORCHESTRA ASSOCIATION
    1 S BROAD ST 14TH FL
    PHILADELPHIA,PA19107
    N/A PC General & Unrestricted 1,500
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038
    N/A PC General & Unrestricted 2,500
    POPULATION CONNECTION
    2120 L ST NW STE 500
    WASHINGTON,DC20037
    N/A PC General & Unrestricted 1,000
    PUBLIC CITIZEN FOUNDATION INC
    1600 20TH ST NW
    WASHINGTON,DC20009
    N/A PC General & Unrestricted 2,500
    ROYAL OAK FOUNDATION INC
    20 W 44TH ST STE 606
    NEW YORK,NY10036
    N/A PC To support the current National Trust Priority Project 750
    SAFE HARBOR OF CHESTER COUNTY INC
    20 N MATLACK ST
    WEST CHESTER,PA19380
    N/A PC General & Unrestricted 2,500
    SAFE HARBOR OF CHESTER COUNTY INC
    20 N MATLACK ST
    WEST CHESTER,PA19380
    N/A PC Charitable Event 2,500
    SALVATION ARMY
    701 N BROAD ST
    PHILADELPHIA,PA19123
    N/A PC General & Unrestricted 3,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY E STE 400
    FAIRFIELD,CT06825
    N/A PC General & Unrestricted 4,000
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LN 10TH FLR
    NEW YORK,NY10038
    N/A PC General & Unrestricted 4,000
    UNITED STATES OLYMPIC COMMITTEE
    PO BOX 7010
    ALBERT LEA,MN56007
    N/A PC General & Unrestricted 750
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST ST
    BOSTON,MA02135
    N/A PC General & Unrestricted 2,500
    WHYY INC
    150 N 6TH ST
    PHILADELPHIA,PA19106
    N/A PC To support the BBC news program at 7:30pm 4,500
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037
    N/A PC General & Unrestricted 5,000
    YELLOWSTONE FOREVER
    PO BOX 117
    YELLOWSTONE NATL PARK,WY82190
    N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 127,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1,013  
    4 Dividends and interest from securities....     14 69,098  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 72,964  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   143,075  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    143,075
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    The John and Shirley Nash Foundation
     
    Employer identification number

    26-1207686
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    The John and Shirley Nash Foundation
     
    Employer identification number
    26-1207686
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    The John E Nash Revocable Trust  
    PO box 348
     
    Chester Springs, PA19425

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    The John and Shirley Nash Foundation
     
    Employer identification number

    26-1207686
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    The John and Shirley Nash Foundation
     
    Employer identification number

    26-1207686
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMAZON COM - 2.800% - 08/22/20 7,778 7,776
    AMERICAN EXPRESS CREDIT MTN - 4,990 4,947
    ANHEUSER BUSCH - 2.650% - 02/0 4,985 4,917
    ANHEUSER BUSCH INBEV BOND - 3. 5,176 4,713
    APPLE - 2.850% - 05/06/2021 4,995 5,006
    APPLE INC NOTE - 2.400% - 05/0 4,836 4,842
    BANK AMER CORP BOND - 3.248% - 3,858 3,703
    BANK OF MONTREAL MTN BOND - 3. 3,986 3,998
    CAPITAL ONE FINL CORP NOTE - 3 3,892 3,697
    CITIGROUP INC NOTE - 2.900% - 4,998 4,919
    CITIGROUP INC NOTE - 3.668% - 4,025 3,781
    COMCAST CORP - 3.450% - 10/01/ 5,007 5,051
    CVS HEALTH CORP - 3.350% - 03/ 3,995 3,989
    DOWDUPONT INC NOTE CALL - 3.76 7,022 7,069
    ENTERPRISE PROD - 3.750% - 02/ 5,216 4,947
    GOLDMAN SACHS GROUP INC - 5.25 6,606 6,229
    JP MORGAN CHASE - 3.540% - 05/ 4,039 3,814
    JPMORGAN CHASE & CO SR NT - 4. 4,330 4,072
    KINDER MORGAN ENERGY PARTNERS 5,279 4,998
    MICROSOFT CORP - 2.400% - 02/0 5,998 5,931
    MORGAN STANLEY - 2.625% - 11/1 8,920 8,767
    NORTHROP GRUMMAN CORP NOTE - 2 5,007 4,838
    ORACLE CORP - 2.800% - 07/08/2 7,009 6,966
    UNITED HEALTH GP - 3.350% - 07 6,103 6,027
    UNITED TECHNOLOGIES CORP - 3.6 6,024 5,976
    VERIZON COMMUNICATIONS - 4.600 5,292 5,162
    WALMART INC - 3.400% - 06/26/2 5,025 5,051
    WELLS FARGO CO MTN BE - 3.300% 7,022 6,771

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 11,039 12,004
    ABBVIE INC 5,316 5,900
    ACTIVISION BLIZZARD INC 1,463 1,164
    ADOBE SYSTEMS, INC 2,379 3,846
    ALIGN TECHNOLOGY, INC 2,230 2,094
    ALPHABET INC CL A 4,232 6,270
    ALTRIA GROUP INC 19,017 15,113
    AMAZON COM 4,545 12,016
    AMCOR LTD 10,352 8,258
    AMER INTERNATIONAL GROUP INC 15,103 10,562
    ANADARKO PETROLEUM CORP 4,412 2,718
    ANSELL LTD SP ADR 2,551 2,734
    ANTA SPORTS PRODUC UNSP ADR EA 1,858 2,967
    ANTHEM INC 7,412 13,919
    APPLE INC 4,433 4,101
    ASML HOLDING NV NY REG SHS 2,074 2,646
    ASTRAZENECA 13,171 17,129
    AUTODESK, INC 1,561 2,315
    AXA EQUITABLE HOLDINGS, INC. 3,000 2,844
    BAE SYSTEMS PLC 5,556 4,661
    BATS SERIES M PORTFOLIO 88,161 86,535
    BECTON DICKINSON & CO 2,845 3,380
    BERKSHIRE HATHAWAY INC. CLASS 1,389 1,838
    BIOMARIN PHARMACEUTICAL INC 789 681
    BLACKROCK ALLOCATION TARGET SH 12,303 11,982
    BLACKROCK MULTI-ASSET INCOME I 65,049 59,927
    BLACKROCK STRAT INC OPP PORTFO 64,621 61,334
    BLACKROCK TOTAL EMERGING MARKE 79,232 71,843
    BOOKING HOLDINGS INC 2,857 3,445
    BOSTON SCIENTIFIC 2,280 3,322
    BP PLC SPONSORED ADR 12,837 10,807
    BRITISH AMERICAN TOBACCO PLC 11,652 5,958
    CARDINAL HEALTH INC 3,038 1,873
    CDW CORP 2,656 2,918
    CENTENE CORP 2,432 2,075
    CHARLES SCHWAB CORP 4,566 4,195
    CISCO SYSTEMS INC 10,929 13,562
    CITIGROUP INC 20,543 18,846
    CITIZENS FINANCIAL GROUP, INC 1,618 1,932
    CME GROUP, INC 2,214 2,446
    COGNIZANT TECHNOLOGY SOLUTIONS 6,263 5,269
    COMCAST CORP 7,018 9,023
    CONSTELLATION BRANDS INC 2,685 2,573
    COSTAR GROUP, INC 3,261 3,036
    CRH PLC - AMERICAN DEPOSITARY 4,542 3,426
    CVS CAREMARK CORP 4,516 3,800
    DBS GROUP HLDGS SPON ADR 3,033 3,765
    DEUTSCHE POST AG 8,459 6,614
    DEVON ENERGY CORPORATION 5,499 3,156
    DIAGEO PLC ADS 9,452 11,060
    DOLLAR GENERAL CORP 3,913 5,188
    DOMINOS PIZZA INC 917 1,488
    DOWDUPONT INC 5,372 4,385
    ELECTRONIC ARTS 3,819 2,683
    FACEBOOK INC 1,982 2,491
    FIRST ENERGY CORP 7,400 8,824
    FIRST REPUBLIC BANK 808 695
    GALLAGHER ARTHUR J & CO 3,215 3,317
    GENUINE PARTS COMPANY 7,952 8,546
    GLAXOSMITHKLINE PLC 7,872 6,840
    GOLDMAN SACHS GROUP 7,403 6,181
    HEINEKEN N V S ADR 3,538 3,913
    HESS CORP 4,004 3,645
    HONEYWELL INTL 5,052 5,813
    HUMANA INC 6,366 6,303
    IAC/INTERACTIVE CORP 1,369 1,281
    ILLUMINA INC COM 1,973 2,699
    IMPERIAL BRANDS PL 11,454 7,874
    INTERNATIONAL PAPER CO 9,556 8,476
    INTUIT 3,353 3,150
    INTUITIVE SURGICAL 2,533 2,395
    ISHARES CORE MSCI EAFE ETF 158,046 141,624
    ISHARES MSCI EMERGING MARKETS 68,564 74,027
    JAPAN TOBACCO INC 3,969 2,714
    JOHNSON & JOHNSON 7,536 8,517
    JOHNSON CONTROLS INTERNATIONAL 6,774 5,545
    JP MORGAN CHASE 13,014 24,015
    KELLOGG CO 4,685 4,276
    KONE OYJ 8,251 8,363
    KONINKLIJKE PHILIPS ELECTRONIC 15,049 14,781
    LOCKHEED MARTIN CORP 3,646 4,189
    LOWES COMPANIES INC 4,286 5,080
    M&T BANK CORP 3,483 4,008
    MANAGED ACCOUNT SERIES GLOBAL 84,979 61,782
    MANAGED ACCT SER MID CAP VALUE 80,279 62,695
    MARATHON OIL CORP COM 4,408 2,897
    MARATHON PETROLEUM CORP 5,582 5,842
    MARSH AND MCLENNAN COMPANIES I 3,702 4,386
    MASTERCARD INC 4,744 4,905
    MATTELL INC 3,115 1,598
    MCKESSON CORP 7,310 5,303
    MEDTRONIC PLC 11,644 13,189
    MERCADOLIBRE, INC 2,290 2,343
    MERCK & CO INC 9,052 13,219
    METLIFE INC 13,965 12,072
    MICROSOFT CORP 13,210 26,408
    MONDELEZ INTERNATIONAL INC 5,038 4,643
    MORGAN STANLEY 7,018 9,952
    MOTOROLA SOLUTIONS INC 3,030 5,752
    NESTLE S.A 8,143 8,906
    NETFLIX INC 2,435 4,283
    NEXTERA ENERGY, INC 2,800 5,736
    NIKE INC-CL B 1,172 1,631
    NORTHROP GRUMMAN CORP 1,441 4,163
    NOVARTIS AG ADR 20,029 20,680
    NOVO NORDISK A S 9,668 9,260
    NVIDIA CORP 2,226 1,869
    ONEOK INC 8,010 6,582
    ORACLE CORP 13,240 14,990
    PAYCHEX 3,077 2,867
    PAYPAL HOLDINGS, INC 1,718 2,355
    PEPSICO INC 13,771 14,362
    PFIZER INC 24,195 32,257
    PHILIP MORRIS INTL 7,691 5,675
    PROCTER GAMBLE CO 10,804 11,398
    PUBLIC SVC ENTERPRISE GROUP IN 6,187 7,495
    QUALCOMM INC 6,100 6,260
    RELX PLC 3,019 3,016
    ROGERS COMM CL B 8,227 10,303
    ROPER INDUSTRIES 821 1,333
    S&P GLOBAL INC COM 2,458 2,549
    SALESFORCE.COM 3,949 4,246
    SANOFI-AVENTIS SPONSORED ADR 9,480 8,682
    SBA COMMUNICATIONS CORP 2,276 2,266
    SCHNEIDER ELEC UNSP/ADR 5,037 3,988
    SERVICE NOW 2,233 2,315
    SGS SA UNSP ADR 2,911 2,609
    SHERWIN-WILLIAMS CO 1,577 2,361
    SONIC HEALTHCARE LTD SHS 3,626 3,890
    STATE STREET CORPORATION 6,572 5,046
    SUNCOR ENERGY INC 13,633 12,223
    SUNTRUST BKS INC 2,998 3,279
    SVENSKA HANDELSBK UNS ADR 5,285 4,523
    TAIWAN SEMICONDUCTOR MFG CO LT 10,707 13,066
    TELUS CORP 9,761 9,843
    TENCENT HOLDINGS LIMITED 1,884 3,750
    TESLA MOTORS INC 906 998
    TEXAS INSTRUMENTS INC 2,354 2,268
    THE COCA-COLA CO 8,948 9,944
    TOTAL FINA ELF S.A 3,975 4,070
    TRAVELERS COMPANIES INC 4,625 5,509
    UNILEVER N V N Y 14,087 14,634
    UNION PACIFIC 5,415 6,359
    UNITED PARCEL SERVICE 2,386 2,633
    UNITED TECHNOLOGIES CORP 5,927 5,643
    UNITEDHEALTH GROUP INC 6,231 11,958
    US BANCORP 5,420 6,764
    VERIZON COMMUNICATIONS 23,049 25,917
    VERTEX PHARMCTLS INC 1,737 1,989
    VISA INC 4,619 7,389
    WELLS FARGO & CO 30,498 28,662
    WILLIAMS COS 12,373 10,033
    XYLEM INC 1,402 1,334
    ZOETIS INC 812 1,369

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    US Government Securities - End of Year Book Value:

    247,609
    US Government Securities - End of Year Fair Market Value:

    245,524
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 OtherExpensesSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 14,028     14,028
    Bank Charges 549 549    
    State or Local Filing Fees 25     25


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 22,322 22,322    


    TY 2018 SubstantialContributorsSch
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Name Address
    The John E Nash Revocable Trust PO box 348
    Chester Springs,PA19425


    TY 2018 TaxesSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2018 1,300      
    990-PF Excise Tax for 2017 363      
    Foreign Tax Paid 896 896