Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
KARL H AND WEALTHA H NELSON
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)C/O GEORGE BLAZEK 9290 W DODGE RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68114
A Employer identification number

36-3879767
B Telephone number (see instructions)

(402) 390-0390
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$4,619,246J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 51 51 51
4 Dividends and interest from securities... 74,443 74,443 74,443
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 193,197
b Gross sales price for all assets on line 6a 1,157,756
7 Capital gain net income (from Part IV, line 2)... 193,197
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)....... Click to see attachment 7 7 7
12 Total. Add lines 1 through 11........ 267,698 267,698 74,501
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,000 8,000 8,000  
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 28,372 28,372 28,372  
b Accounting fees (attach schedule)....... Click to see attachment 5,500 5,500 5,500  
c Other professional fees (attach schedule).... Click to see attachment 27,261 27,261 27,261  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,442 3,442 3,442  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,690 1,690 1,690  
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,559 7,559 7,559  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 81,824 81,824 81,824 0
25 Contributions, gifts, grants paid....... 318,700 318,700
26 Total expenses and disbursements. Add lines 24 and 25 400,524 81,824 81,824 318,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -132,826
b Net investment income (if negative, enter -0-) 185,874
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 13,200 67,445 67,444
2 Savings and temporary cash investments......... 237,854 253,157 253,157
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) 24,695 Click to see attachment24,695 26,537
b Investments—corporate stock (attach schedule)....... 1,217,039 Click to see attachment1,076,434 3,108,311
c Investments—corporate bonds (attach schedule)....... 74,704 Click to see attachment74,705 78,012
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,056,488 Click to see attachment992,876 1,085,785
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) 2,623,980 2,489,312 4,619,246
Liabilities 17 Accounts payable and accrued expenses.......... 1,166 -676
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)......... 1,166 -676
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,622,814 2,489,988
29 Total net assets or fund balances (see instructions)..... 2,622,814 2,489,988
30 Total liabilities and net assets/fund balances (see instructions). 2,623,980 2,489,312
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,622,814
2
Enter amount from Part I, line 27a .....................
2
-132,826
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,489,988
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 29 .
6
2,489,988
Form 990-PF (2020)
Form 990-PF (2020)
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 BLACKROCK GL P 2016-12-19 2020-02-03
b INV OPP DEV MKTS P 2014-12-16 2020-04-24
c BALL CORP P 1997-02-28 2020-10-14
d VANGUARD DEV FUND P 2016-12-19 2020-02-04
e ISHARES MSCI P 2009-06-22 2020-04-24
CITIGROUP P 2016-04-26 2020-10-14
VANGUARD RR P 2017-09-22 2020-02-04
VANGUARD R.E. P 2015-12-12 2020-04-24
CITI GROUP P 2012-11-29 2020-10-28
AT&T P 2018-02-13 2020-03-10
ZOETIS P 2017-04-25 2020-04-24
PIMCO CREDIT P 2020-01-31 2020-10-13
BROADCOM INC P 2019-07-13 2020-03-10
JJX CO P 2011-07-07 2020-05-29
VANGUARD R.E. P 2007-09-05 2020-10-14
CISCO P 2019-02-11 2020-03-10
APPLE INC P 2008-10-16 2020-06-29
VANGUARD ST BD P 2018-06-14 2020-10-14
ISHARES MSCI P 2018-12-13 2020-03-10
FLEX LTD P 2019-02-01 2020-06-29
JP MORGAN CHASE P 2019-05-09 2020-03-10
JP MORGAN HI YIELD P 2018-12-13 2020-06-29
PNC FINANCIAL P 2019-02-11 2020-03-10
LAS VEGAS SANDS P 2016-04-26 2020-06-29
T.E. CONNECTIVITY P 2017-05-19 2020-03-10
MICROSOFT P 2004-05-26 2020-06-29
TORONTO DOMINION BANK P 2019-05-09 2020-03-10
PIMCO ENERGY P   2020-06-29
TOTAL S.A. P 2012-07-11 2020-03-10
T ROWE PRICE P 2019-10-19 2020-06-29
BOSTON P RES P   2020-04-24
TCW EMERG MKTS P 2018-12-13 2020-06-29
DIAGEO ADR P 2008-05-01 2020-04-24
VANGUARD DEV P 2011-12-19 2020-06-29
EATON CORP P 2012-12-03 2020-04-24
APPLE P 2008-10-16 2020-10-14
(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 89,263   90,000 -737
b 40,000   35,484 4,516
c 45,212   787 44,425
d 76,787   63,069 13,718
e 27,386   22,715 4,671
17,355   18,094 -739
25,856   22,572 3,284
25,690   28,042 -2,352
29,544   10,241 19,303
18,845   18,892 -47
39,784   17,366 22,418
39,320   40,473 -1,153
11,860   13,512 -1,652
28,736   7,211 21,525
20,785   17,478 3,307
19,663   24,209 -4,546
29,195   1,077 28,118
20,715   19,515 1,200
57,695   58,775 -1,080
11,163   13,672 -2,509
6,410   6,695 -285
47,357   50,000 -2,643
6,266   6,682 -416
8,081   8,292 -211
6,236   5,994 242
11,979   1,562 10,417
15,284   17,467 -2,183
53,024   52,000 1,024
12,660   13,311 -651
47,597   50,000 -2,403
100,436   112,440 -12,004
50,641   51,000 -359
19,883   12,340 7,543
42,078   33,169 8,909
30,197   20,087 10,110
11,594   336 11,258
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       -737
b       4,516
c       44,425
d       13,718
e       4,671
      -739
      3,284
      -2,352
      19,303
      -47
      22,418
      -1,153
      -1,652
      21,525
      3,307
      -4,546
      28,118
      1,200
      -1,080
      -2,509
      -285
      -2,643
      -416
      -211
      242
      10,417
      -2,183
      1,024
      -651
      -2,403
      -12,004
      -359
      7,543
      8,909
      10,110
      11,258
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 2 193,197
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 -7,676
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,584
c All other domestic foundations enter 1.39% 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 2,584
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 2,584
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,260
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 3,260
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 10 676
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet676 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 the instructions
for the 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)
    bulletNE
    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 2020 or the taxable year beginning in 2020? 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. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletGEORGE BLAZEK Telephone no.bullet (402) 390-0390

    Located atbullet9290 WEST DOODGE RDSUITE 303OMAHANE ZIP+4bullet68114
    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 2020, 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 2020?.............
    1c
     
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NICOLAS H NELSON PRESIDENT
    5.00     		1,000 0 0
    611 SUNSET RIDGE ROAD
    NORTHFIELD,IL60093
    SUSAN WIRTH VICE PRESIDE
    5.00     		1,000 0 0
    920 NORTH 60TH ROAD
    NEBRASKA CITY,NE68410
    GEORGE BLAZEK SECRETARY
    5.00     		0 0 0
    9290 WEST DOODGE RD
    SUITE 303
    OMAHA,NE68114
    ANDREW GRIER TREASURER
    5.00     		1,000 0 0
    1004 FARNAM ST SUITE 400
    OMAHA,NE68120
    SARA B CROOK TRUSTEE
    5.00     		1,000 0 0
    6919 R ROAD
    PERU,NE68421
    JASON MCNEELY TRUSTEE
    5.00     		1,000 0 0
    2811 SYLVAN ROAD
    NEBRASKA CITY,NE68410
    TAMMY PARTSCH TRUSTEE
    5.00     		1,000 0 0
    2016 1ST AVENUE
    NEBRASKA CITY,NE68410
    REN NELSON TRUSTEE
    5.00     		1,000 0 0
    6000 BURNSIDE ROAD
    SEBASTOPOL,CA95472
    CATHERINE HANNEBERT TRUSTEE
    5.00     		1,000 0 0
    4134 WEST 107TH DRIVE
    WESTMINSTER,CO80031
    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
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    3,786,030
    b
    Average of monthly cash balances.......................
    1b
    116,671
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,902,701
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,902,701
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,541
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,844,160
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    192,208
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    192,208
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,584
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,584
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    189,624
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    189,624
    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
    189,624
    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
    318,700
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    318,700
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    318,700
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 189,624
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 8,451
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 318,700
    a Applied to 2019, but not more than line 2a 8,451
    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 2020 distributable amount..... 189,624
    e Remaining amount distributed out of corpus 120,625
    5 Excess distributions carryover applied to 2020.    
    (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 5 120,625
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		120,625
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 120,625
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    GEORGE BLAZEK
    9290 WEST DODGE RD STE 303
    OMAHA,NE68114
    (402) 390-0390
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED ARTICLES OF INCORPORATION
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED ARTICLES OF INCORPORATION THE FOUNDATION TRUSTEES HAVE APPROVED AN ADDENDUM TO THE GRANT GUIDELINES ASKING FOR THE APPLICANT ORGANIZATION'S OFFICERS TO CERTIFY THAT THE ORGANIZATION IS EXEMPT FROM TAX AND THAT THE ORGANIZATION WILL NOTIFY THE FOUNDATION IF THERE IS ANY CHANGE MADE TO ITS TAX EXEMPT STATUS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    UNIVERSITY OF NEBRASKA
    1010 LINCOLN MALL
    LINCOLN,NE68508     		NONE PUBLIC FUND SCHOLARSHIPS 8,000
    TEAMMATES MENTORING
    6801 O STREET
    LINCOLN,NE68510     		NONE PUBLIC OPERATING 10,000
    ST MARY'S HOSPITAL
    1301 GRUNDMAN BLVD
    LINCOLN,NE68410     		NONE PUBLIC FUND ANTI-VIOLENCE PROGRAM 7,000
    S E NEBR COMM ACTION
    802 FOURTH STREET
    HUMBOLT,NE68376     		NONE PUBLIC PUND PROGRAM 5,000
    ST MARY'S HOSPITAL
    1301 GRUNDMAN BLVD
    LINCOLN,NE68410     		NONE PUBLIC OPERATING EXPENSES 20,000
    NEBRASKA CITY PUBLIC SCHOOLS FDN
    711 THIRD CORSO
    NEBRASKA CITY,NE68410     		NONE PUBLIC FUND HIGH ABILITY LEARNERS PROGRAM 12,900
    NEBRASKA CITY HISTORICAL SOCIETY
    711 3RD CORSO
    NEBRASKA CITY,NE68410     		NONE PUBLIC OPERATING 10,000
    NEBRASKA CITY COMM FOUNDATION
    PO BOX 444
    NEBRASKA CITY,NE68410     		NONE PUBLIC FUND MUSEUM DIRECTOR PROGRAM 10,000
    NEBRASKA CITY COMM FOUNDATION
    PO BOX 444
    NEBRASKA CITY,NE68410     		NONE PUBLIC FUND TRAIL COMPLETION 60,000
    NEBRASKA CITY COMM FOUNDATION
    PO BOX 444
    NEBRASKA CITY,NE68410     		NONE PUBLIC FUND SPORTS COMPLEX 100,000
    NEBRASKA CITY COMM FOUNDATION
    PO BOX 444
    NEBRASKA CITY,NE68410     		NONE PUBLIC FUND MEDICAL PROFESSIONAL SEARCH 7,500
    CITY OF NEBRASKA CITY
    211 12TH CORSO
    NEBRASKA CITY,NE68410     		NONE PUBLIC FUND MISSOULA CHILREN'S THEATER PROG 8,000
    CITY OF NEBRASKA CITY
    211 12TH CORSO
    NEBRASKA CITY,NE68410     		NONE PUBLIC ARBOR DAY 3,000
    ARBOR DAY FOUNDATION
    100 ARBOR DRIVE
    NEBRASKA CITY,NE68410     		NONE PUBLIC GRANT FOR MAILING 7,500
    GIRL SCOUTS OF NEBRASKA
    2121 SOUTH 44TH STREET
    OMAHA,NE68105     		NONE PUBLIC FUND ADVENTURE COURSE 15,000
    GIRL SCOUTS OF NEBRASKA
    2121 SOUTH 44TH STREET
    OMAHA,NE68105     		NONE PUBLIC OPERATING 15,000
    NEBRASKSA CITY ALUMNI FDN
    PO BOX 188
    NEBRASKA CITY,NE68410     		NONE PUBLIC SCHOLARSHIPS 8,000
    KREGEL WINDMILL FACTORY MUSEUM
    1416 EAST CENTRAL
    NEBRASKA CITY,NE68410     		NONE PUBLIC FUND LIVING HISTORY DAYS PROGRAM 2,500
    BRYAN FOUNDATION
    1600 S 48TH ST
    LICOLN,NE68506     		NONE PUBLIC SCHOLARSHIPS 3,000
    CIVIL WAR VETERANS MUSEUM
    901 1ST CORSO
    NEBRASKA CITY,NE68410     		NONE PUBLIC OPERATING 1,300
    ARBOR LOADGE STATE HISTORICAL PARK
    2600 ARBOR AVE
    NEBRASKA CITY,NE68410     		NONE PUBLIC FUND PROGRAM 5,000
    Total .................................bullet 3a 318,700
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 51  
    4 Dividends and interest from securities....     14 74,443  
    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 ............     		    18 193,197  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISC INCOME     		    18 7  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   267,698  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    267,698
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JOYCE SWANSON, CPA 5,500 5,500 5,500  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    Name of Bond End of Year Book Value End of Year Fair Market Value
    KINDER MORGAN ENER PART 24,954 26,234
    MOLSON COORS BREWING CO 24,912 25,996
    THE KROGER CO 24,839 25,782

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T 18,527 17,112
    ALPHABET INC 39,233 70,075
    AMGEN INC 15,543 14,945
    APPLE INC 8,415 331,725
    BALL CORP 10,232 605,670
    BLACKROCK INC 10,351 21,646
    BOEING CO 11,579 36,390
    BROADCOM 12,806 19,703
    CALVERT EQUITY 15,000 13,482
    CELANESE CORP 13,231 44,829
    CISSCO SYSTEMS    
    CITIGROUP    
    CME GROUP    
    CVS/HEALTH CORP 23,648 51,225
    DIAGO PLC - ADR 20,567 39,703
    EATON CORP PLC    
    ELECTRONIC ARTS 14,186 22,258
    FIDELITY NAT. SVS 17,044 19,804
    FLEX LTD    
    GARKIN LTD 28,975 38,890
    GILEAD 7,441 6,409
    INTERPUBLIC GROUP 30,622 37,632
    INVESCO 87,234 148,539
    ISHARES CORE MSCI    
    ISHARES EAFE FUND    
    ISHARES RUSSELL MID-CAP 107,769 175,370
    ISHARES RUSSELL VALUE 80,228 138,710
    ISHARES TR RUSSELL 86,532 205,650
    JP MORGAN CHASE 19,668 34,944
    JOHCM FD 50,000 81,784
    LAM RESEARCH 13,989 35,420
    LAS VEGAS SANDS    
    MANULIFE FINANCIAL 19,099 23,166
    MEDTRONIC 14,457 17,571
    MICROSOFT CORP 20,516 189,057
    MONDELEZ INT 17,373 23,680
    NIKE INC 12,177 35,953
    OPPEMHEIMER DEV MKT    
    PNC CIN SVS    
    SYSCO CORP 19,327 27,848
    TARGET CORP 16,028 92,678
    TE CONNECTIVITY 20,018 36,926
    THERMO FISHER 7,315 13,973
    TJX COS INC    
    TORONTO BK    
    TOTAL S.A. 19,967 18,860
    TOUCHSTONE SANDS 15,000 17,152
    UNILEVER 13,956 16,599
    UNION PACIFIC CORP 7,156 104,110
    UNITED PARCEL SERVICE CLB 16,227 42,942
    VANGUARD MSEI EAFE 21,498 33,047
    VIRTUS KAR CORE 40,000 41,574
    VISA INC 20,093 26,248
    WALT DISNEY COMPANY 13,583 111,426
    WASTE MGMT 19,824 23,586
    ZOETIS INC    

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    US Government Securities - End of Year Book Value:

    24,695
    US Government Securities - End of Year Fair Market Value:

    26,537
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ASHMORE EMERGING MARKETS AT COST 52,000 53,152
    DODGE & COX FD AT COST 110,432 117,927
    FIDELITY NEW MARKETS AT COST 40,000 42,686
    JP MORGAN HI YIELD      
    PGIM HIGH YIELD AT COST 20,000 20,598
    PIMCO EMERGING MARKETS BOND AT COST 40,000 42,057
    PIMCO HIGH YIELD AT COST 60,000 64,170
    PIMCO LOW DURATION AT COST 50,000 50,559
    PIMCO TOTAL RETURN AT COST 70,000 68,450
    T C WW EMERGING MKTS      
    T ROWE PRICE FUNDS AT COST 115,000 120,205
    T ROWE PRICE INST FLOAT      
    VANGUARD HI YIELD AT COST 60,000 63,730
    VANGUARD SHORT TERM BD AT COST 27,321 29,015
    ABBEY CAPITAL FUTURES AT COST 15,000 15,065
    BLACKROCK GLOBAL      
    BOSTON PTN RESEARCH      
    EATON VANCE GLOBAL AT COST 65,000 70,752
    NEUBERGER BERMAN AT COST 102,000 117,538
    PIMCO CREDIT BOND FUND AT COST 49,527 49,676
    REAL ASSET FUND AT COST 116,596 160,205

    TY 2020 LegalFeesSchedule
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ELLICK, JONES, BUELT, BLAZEK & L 28,372 28,372 28,372  


    TY 2020 OtherExpensesSchedule
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    CONTRACT ADMIN FEES 3,545 3,545 3,545  
    TELEPHONE 224 224 224  
    OFFICE SUPPLIES 1,978 1,978 1,978  
    INSURANCE 1,812 1,812 1,812  


    TY 2020 OtherIncomeSchedule2
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC INCOME 7 7 7


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO - TRUSTEE FEES 27,261 27,261 27,261  


    TY 2020 TaxesSchedule
    Name:
    KARL H AND WEALTHA H NELSON
     
    FAMILY FOUNDATION
    EIN:
    36-3879767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 929 929 929  
    EXCISE TAX 2,513 2,513 2,513