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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
NELSON FAMILY CHARITABLE TR
 
% Steven K Nelson
Number and street (or P.O. box number if mail is not delivered to street address)37 Falstone Drive
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LITTLE ROCK, AR72223
A Employer identification number

46-6286904
B Telephone number (see instructions)

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$687,706J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 63 63 63
4 Dividends and interest from securities... 11,239 11,239 11,239
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 -9,900
b Gross sales price for all assets on line 6a 325,344
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 1,402 11,302 11,302
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment 120 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 5,251 5,251 5,251 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 84 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,455 5,251 5,251 0
25 Contributions, gifts, grants paid....... 26,600 26,600
26 Total expenses and disbursements. Add lines 24 and 25 32,055 5,251 5,251 26,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,653
b Net investment income (if negative, enter -0-) 6,051
c Adjusted net income (if negative, enter -0-)... 6,051
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.............      
2 Savings and temporary cash investments......... 35,426 44,296 44,296
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 316 232 232
10a Investments—U.S. and state government obligations (attach schedule) 114,142 Click to see attachment109,593 114,094
b Investments—corporate stock (attach schedule)....... 367,469 Click to see attachment336,211 427,753
c Investments—corporate bonds (attach schedule)....... 99,061 Click to see attachment95,749 99,750
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) Click to see attachment1,781 Click to see attachment1,581 Click to see attachment1,581
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 618,195 587,662 687,706
Liabilities 17 Accounts payable and accrued expenses.......... 0 120
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 120
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 618,195 587,542
29 Total net assets or fund balances (see instructions)..... 618,195 587,542
30 Total liabilities and net assets/fund balances (see instructions). 618,195 587,662
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
618,195
2
Enter amount from Part I, line 27a .....................
2
-30,653
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
587,542
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
587,542
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 Public 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 325,344 0 335,244 -9,900
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   0   -9,900
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 -9,900
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 -18,970
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 84
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 84
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 84
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 316
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 316
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 10 232
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletAR
    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 addressbulletNone
    14
    The books are in care ofbulletSteven K Nelson Telephone no.bullet (501) 517-6794

    Located atbullet37 Falstone DriveLITTLE ROCKAR ZIP+4bullet72223
    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
     
    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 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.) Click to see attachment..............
    2b
    Yes
     
    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
    Steven K NelsonClick to see attachment Trustee
    1.00     		0 0 0
    37 Falstone Drive
    Little Rock,AR72223
    Deborah S NelsonClick to see attachment Trustee
    1.00     		0 0 0
    37 Falstone Drive
    Little Rock,AR72223
    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 (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
     
    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 Ministry Support--seven organizations supported 22,600
    2 Orphanage Support 1,000
    3 Higher Education Support--two universities supported 3,000
    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 (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
    587,689
    b
    Average of monthly cash balances.......................
    1b
    45,453
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    633,142
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    633,142
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,497
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    623,645
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    31,182
    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
    31,182
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    84
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    84
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    31,098
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    31,098
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    31,098
    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
    26,600
    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
    26,600
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    26,600
    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 31,098
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 23,574
    b From 2016...... 25,548
    c From 2017...... 25,021
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 74,143
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 26,600
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 26,600
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 4,498 4,498
    (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 69,645
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		19,076
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		50,569
    10 Analysis of line 9:
    a Excess from 2016.... 25,548
    b Excess from 2017.... 25,021
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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 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 (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
    According to Prophecy Ministries
    P O Box 6
    Lemon Grove,CA91946     		No Relationship PC Ministry Operations 2,000
    Andy Woods Ministries
    P O Box 1744
    Sugarland,TX77478     		No Relationship PC Ministry Operations 3,000
    Arkansas Baptist Childrens Home
    10 Remington Drive
    Little Rock,AR72204     		No Relationship PC Orphanage Support 1,000
    Behold Israel
    P O Box 689
    Monument,CO80132     		No Relationship PC Ministry Operations 3,000
    Cru Foundation
    100 Lake Hart Drive
    Suite 3600
    Orlando,FL32832     		No Relationship PC Ministry Operations 3,600
    Friends of Israel
    P O Box 908
    Bellmawr,NJ08099     		No Relationship PC Ministry Operations 3,000
    Lamb and Lion Ministries
    P O Box 919
    McKinney,TX75070     		No Relationship PC Ministry Operations 5,000
    Theology in Perspective
    P O Box 48
    Hart,MI49420     		No Relationship PC Ministry Operations 3,000
    UCA Foundation
    201 Donaghey Avenue
    Conway,AR72035     		No Relationship PC Educational Support 1,000
    University of Arkansas Foundation
    535 Research Center Boulevard
    Suite 120
    Fayetteville,AR72701     		No Relationship PC Student Scholarships 2,000
    Total .................................bullet 3a 26,600
    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     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0 14 63 0
    4 Dividends and interest from securities....   0 14 11,239 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0 18 -9,900 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,402 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,402
    (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: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    NELSON FAMILY CHARITABLE TR
    EIN:
    46-6286904
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax preparation fees 120 0 0 0

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    NELSON FAMILY CHARITABLE TR
    EIN:
    46-6286904
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly Traded Securities   Purchase     325,344 335,244   0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    NELSON FAMILY CHARITABLE TR
    EIN:
    46-6286904
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC. 4.125%26 DUE 02/17/26 5,298 5,780
    ANHEUSER-BUSCH I 4.75%29 DUE 01/23/29 5,644 6,164
    APPLE INC. 2.4%23 DUE 05/03/23 5,054 5,242
    BANK OF AMERICA 3.248%27 DUE 10/21/27 5,109 5,594
    BERKSHIRE HATHAWA 3.4%22 DUE 01/31/22 5,179 5,167
    BP CAPITAL MARK 3.245%22 DUE 05/06/22 5,151 5,194
    CVS HEALTH CORP 4.3%28 TENDER OFFER EXP: 12/18.01/06/2021 5,929 5,947
    CATERPILLAR FINL 1.1%27 DUE 09/14/27 5,017 5,040
    CITIGROUP INC VAR 30 DUE 03/20/30 5,830 5,862
    GENERAL MOTORS F 3.45%22 DUE 04/10/22 6,090 6,175
    THE GOLDMAN SACHS VAR 29 DUE 04/23/29 5,202 5,762
    THE HOME DEPOT, I 2.7%23 DUE 04/01/23 5,122 5,244
    JPMORGAN CHASE & VAR 28 DUE 06/01/28 5,225 5,306
    MORGAN STANLEY 3.875%26 DUE 01/27/26 5,323 5,724
    SHELL INTERNTNL3.25% 25F DUE 05/11/25 5,236 5,537
    THE SOUTHERN CO 2.95%23 DUE 07/01/23 5,079 5,294
    WELLS FARGO & CO 3.3%24 DUE 09/09/24 5,177 5,478
    WESTPAC BANKING2.75% 23F DUE 01/11/23 5,084 5,240

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    NELSON FAMILY CHARITABLE TR
    EIN:
    46-6286904
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIA GROUP LTD F SPONSORED ADR 1 ADR REPS 4 ORD SHS 3,279 3,979
    ABCAM PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 2,307 2,543
    ABBOTT LABORATORIES 1,939 2,518
    ARCH CAP GROUP LTD F 1,089 1,262
    ACCENTURE PLC F CLASS A 956 1,306
    ADOBE INC 1,247 1,500
    ADIDAS AG F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 2,201 2,745
    AERCAP HOLDINGS NV F 0 0
    AMERICAN INTL GROUP 969 1,439
    ALCON INC F 2,457 2,837
    ALLSTATE CORP 1,097 1,209
    ALSTOM SA F SPONSORED ADR 1 ADR REPS 0.1 ORD SHS 2,270 2,265
    AMADEUS IT GROUP S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1,842 2,705
    AFFILIATED MANAGERS 493 712
    AMERN TOWER CORP REIT 4,107 4,265
    ANSYS INC 0 0
    ANTHEM INC 0 0
    AON PLC F CLASS A 1,349 1,479
    SMITH A O 1,088 1,316
    AIR PROD & CHEMICALS 1,352 1,366
    AMPHENOL CORP CLASS A 2,833 3,923
    ARKEMA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    ARAMARK 1,673 1,924
    ASSA ABLOY AB F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 2,525 2,657
    ASHTEAD GROUP PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS 0 0
    ASML HLDGS NV F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1,448 2,926
    ATLAS COPCO AB F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1,487 2,475
    APTARGROUP INC 1,669 1,916
    AVALONBAY CMNTYS INC REIT 0 0
    AXA SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    AMERICAN EXPRESS CO 0 0
    ACUITY BRANDS INC 469 605
    ALLIANZ SOCIETAS EUROP F EXCHANGE OFFER EXP: 01 31 20 0 0
    ALIBABA GROUP HOLDING F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0 0
    BANK OF AMERICA CORP 2,158 2,425
    BOOZ ALLEN HAMILTON CLASS A 616 785
    BAXTER INTERNTNL 0 0
    BEST BUY INC 811 1,197
    BOC HONG KONG HLDGS F SPONSORED ADR 1 ADR REPS 20 ORD SHS 0 0
    BIO-RAD LABS INC CLASS A 308 583
    BLACKBAUD INC 1,355 1,151
    BRISTOL-MYERS SQUIBB 0 0
    BROADRIDGE FINL SOLU 758 1,072
    BERKSHIRE HATHAWAY CLASS B 4,005 4,637
    BROWN & BROWN INC 851 1,043
    BOSTON SCIENTIFIC CO 417 395
    BRIT AMER TOBACCO F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    BURLINGTON STORES 487 785
    C A C I INC CLASS A 1,273 1,247
    CATERPILLAR INC 1,379 1,638
    CROWN CASTLE INTL CO REIT 1,398 1,592
    CDW CORP 525 659
    CAPGEMINI S E F UNSPONSORED ADR 1 ADR REPS ORD SHS 0 0
    CHOICE HOTELS INTL 1,100 1,494
    CHECK PT SOFTWARE F 1,256 1,462
    COMCAST CORP CLASS A 0 0
    COMPASS GROUP F SPONSORED ADR 1 ADR REPS 1 ORD SHS 2,169 2,697
    C M S ENERGY CORP 1,708 1,769
    COLUMBIA SPORTSWEAR 894 874
    CONOCOPHILLIPS 0 0
    COSTCO WHOLESALE CO 1,186 1,507
    CANADIAN PAC RAILWAY F 0 0
    CAPRI HOLDINGS LTD F 669 672
    C R H PLC CO F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1,960 2,299
    CISCO SYSTEMS INC 2,502 2,461
    CARLISLE CO 1,630 1,874
    C S L LIMITED F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 2,392 2,533
    COGNIZANT TECH SOLU CLASS A 1,861 2,376
    CUBESMART TRS INC. REIT 978 1,143
    COUSINS PROPERTIES 957 938
    CHEVRON CORP 1,882 1,942
    DASSAULT SYSTEM S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1,521 1,629
    DBS GROUP HOLDINGS LIM F SPONSORED ADR 1 ADR REPS 4 ORD SHS 2,402 2,738
    DONALDSON CO 579 671
    DUPONT DE NEMOURS INC 0 0
    DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS 0 0
    DOLLAR GENERAL CORP 3,869 5,888
    D R HORTON CO 708 1,172
    DANAHER CORP 4,134 6,442
    WALT DISNEY CO 2,195 3,805
    DOLBY LABORATORIES CLASS A 350 486
    DNB ASA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1,930 2,726
    DOW INC 0 0
    PAN PAC INTL HLDGS COR F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 1,340 1,326
    DISCO CORP F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS 194 276
    WISDOMTREE JAPAN HEDGED EQUITY ETF 0 0
    ELECTRONIC ARTS INC 1,111 1,723
    ECOLAB INC 4,714 5,409
    EURONET WORLDWIDE 1,553 2,174
    EASTGROUP PROPERTIES REIT 841 966
    EDISON INTERNTNL 1,673 1,885
    ESTEE LAUDER CO INC CLASS A 2,158 3,194
    ENEL S P A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    EOG RESOURCES INC 1,688 2,094
    EATON CORP PLC F 1,608 2,403
    FANUC LTD JAPAN F SPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0 0
    FACTSET RESEARCH SYS 302 332
    FAIR ISAAC INTL CORP 306 511
    FIDELITY NATL INFO 4,157 4,668
    FISERV INC 2,853 3,643
    FLIR SYSTEMS INC 327 351
    FOX CORP CLASS A 1,161 1,310
    FRONTDOOR INC. 668 803
    GARDNER DENVER HOLDINGS 0 0
    GRACO INC 592 868
    GILEAD SCIENCES INC 0 0
    GENERAL MILLS INC 1,151 1,294
    GENERAL MOTORS CO 865 916
    ALPHABET INC. CLASS C 4,409 7,008
    GOLDMAN SACHS GROUP 2,022 2,637
    GLAXOSMITHKLINE PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0 0
    HDFC BANK LTD F SPONSORED ADR 1 ADR REPS 3 ORD SHS 1,907 2,818
    HEICO CORP 258 397
    HUNTINGTON INGALLS 1,272 1,193
    HP INC. 600 861
    SCHEIN HENRY INC 185 201
    HEXCEL CORP 2,564 3,006
    IAA INC 1,092 1,560
    IBERDROLA S A F SPONSORED ADR 1 ADR REPS 4 ORD SHS 2,702 3,105
    INTERCONTINENTAL EXC 4,103 5,534
    IDEX CORP 2,627 3,187
    INFINEON TECH AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1,374 1,773
    IMPERIAL BRANDS PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    IHS MARKIT LTD F 2,371 3,593
    ING GROEP ADR REP 1 OR F SPONSORED ADR 1 ADR REPS 1 ORD SHS 258 444
    INTUIT INC 3,152 4,558
    INGERSOLL RAND INC 1,220 1,640
    INTESA SANPAOLO SPA F SPONSORED ADR 1 ADR REPS 6 ORD SHS 0 0
    INTUITIVE SURGICAL 687 818
    GARTNER INC 2,426 3,204
    ORIX CORP F SPONSORED ADR 1 ADR REPS 5 ORD SHS 1,486 1,779
    J B HUNT TRANSPORT 1,343 2,050
    JOHNSON CONTROLS INTER F 1,618 1,724
    HENRY JACK & ASSOC 553 648
    JONES LANG LASALLE 635 890
    JOHNSON & JOHNSON 3,397 3,777
    JPMORGAN CHASE & CO 1,080 1,525
    KAO CORP F UNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 1,877 2,007
    KBC GROUP NV F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 2,071 2,373
    KIRBY CORP 773 985
    KEYCORP INC 1,000 1,460
    KERRY GROUP PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 2,209 2,545
    LAB CO OF AMER HLDG 1,522 1,832
    LENNOX INTERNTNL 1,004 1,096
    LINDE PLC F 3,009 3,953
    LKQ CORP 615 670
    LONDON STOCK EXCHANGE F SPONSORED ADR 1 ADR REP 0.25 ORD SHS 1,344 1,438
    LOWES COS INC 1,985 4,173
    LANDSTAR SYS INC 938 1,212
    LVMH MOET HENNESSY LOU F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS 2,453 3,368
    LONZA GROUP AG F SPONSORED ADR 1 ADR REPS 0.1 ORD SHS 1,352 2,563
    MASTERCARD INC CLASS A 3,872 5,354
    MID AMERICA APARTMENT CO REIT 1,578 1,774
    MANHATTAN ASSOCIATES 895 1,262
    MARRIOTT INTL INC CLASS A 0 0
    MONDELEZ INTL CLASS A 3,182 3,508
    MEDTRONIC PLC F 2,864 3,280
    METLIFE INC 748 892
    MAGNA INTL INC F 233 566
    MARKEL CORP 1,087 1,033
    MELCO PBL ENTERTAINMEN F SPONSORED ADR 1 ADR REPS 3 ORD SHS 0 0
    MARSH & MC LENNAN CO 2,545 3,042
    3M CO 0 0
    ALTRIA GROUP INC 0 0
    MORNINGSTAR INC 726 1,158
    MURATA MFG CO LTD F SPONSORED ADR 1 ADR REP 0.25 ORD SHS 1,201 1,699
    MERCK & CO. INC. 0 0
    MICROSOFT CORP 3,935 6,450
    NEUROCRINE BIOSCIENC 724 767
    NORDSON CORP 931 1,407
    NEXTERA ENERGY INC 2,269 3,395
    NICE LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    NIKE INC CLASS B 1,334 2,264
    NASPERS LTD F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS 1,572 1,748
    NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 3,874 4,476
    NORTHERN TRUST CORP 0 0
    NIPPON TELEG&TELEPH F FORWARD SPLIT WITH STOCK SPLIT SHARES 0 0
    NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS 2,621 3,493
    NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    ENVISTA HOLDINGS CORP 997 1,788
    NXP SEMICONDUCTORS F 0 0
    OLYMPUS CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1,614 1,695
    O REILLY AUTOMOTIVE 1,273 1,810
    PROSPERITY BANCSHARE 425 555
    PACCAR INC 762 777
    PEPSICO INC 2,426 2,669
    PROCTER & GAMBLE 0 0
    PROGRESSIVE CO OHIO 0 0
    PARKER-HANNIFIN CORP 987 1,634
    PACKAGING CORP OF AM 1,228 1,793
    PNC FINL SERVICES 1,837 2,235
    POOL CORP 375 745
    PHILLIPS 66 930 1,189
    QUALCOMM INC 0 0
    QIAGEN N V F 0 0
    RECRUIT CO. LTD. F UNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 1,963 2,288
    ROYAL DUTCH SHELL F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0 0
    RELX PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 2,212 2,367
    REINSURANCE GP AMER 941 1,275
    ROCHE HLDG AG F SPONSORED ADR 1 ADR RE 0.125 ORD SHS 422 526
    RIO TINTO PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 272 527
    RAYMOND JAMES FINL 938 1,148
    RPM INTERNTNL 1,024 1,543
    ROYALTY PHARMA PLC F CLASS A 893 951
    SAFRAN F SPONSORED ADR 1 ADR REP 0.25 ORD SHS 1,954 1,879
    BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS 373 534
    SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    STRAUMANN HOLDING AG F SPONSORED ADR 1 ADR REP 0.05 ORD SHS 2,144 2,545
    SAMPO OYJ F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0 0
    SCHNEIDER ELECTRIC SA F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS 2,534 2,924
    SALLY BEAUTY HOLDING 0 0
    STARBUCKS CORP 2,356 3,209
    CHARLES SCHWAB CORP 934 1,326
    SERVICE CORP INTL 233 246
    SANDVIK AB F SPONSORED ADR 1 ADR REPS 1 ORD SHS 2,698 3,344
    S E I INVESTMENTS CO 1,256 1,322
    SERVICEMASTER GLBL 0 0
    SOFTBANK CORP F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 282 503
    SIEMENS A G F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0 0
    SEKISUI HOUSE LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    SCHLUMBERGER LTD F 0 0
    SMC F SPONSORED ADR 1 ADR REP 0.05 ORD SHS 1,613 1,807
    SHIMANO INC 00500 F SPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0 0
    SONY CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    SANOFI S A F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 3,684 3,839
    S&P GLOBAL INC 741 986
    SEMPRA ENERGY 894 892
    STERLING BANCORP 0 0
    STEEL DYNAMICS INC 1,462 1,880
    CONSTELLATION BRAND CLASS A 686 876
    SUNCOR ENERGY INC F 0 0
    STANLEY BLACK & DECK 1,529 2,143
    SENSIENT TECHNOLOGIE 0 0
    SIKA AG F UNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 1,667 1,824
    TAKEDA PHARMA CO F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0 0
    TENCENT HOLDINGS F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    BIO-TECHNE CORP 633 953
    TE CONNECTIVITY LTD F 1,085 1,695
    TRUIST FINL CORP 1,357 2,109
    TELEFLEX INCORPORATE 334 412
    TJX COMPANIES INC 2,912 3,961
    THERMO FISHER SCNTFC 5,281 8,384
    TERMINIX GLOBAL HOLDINGS 1,515 1,581
    TOTAL S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    TRIMBLE INC 590 1,269
    TRANSUNION 801 1,091
    TRAVELERS COMPANIES 1,316 1,825
    TRACTOR SUPPLY COMP 229 422
    TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS 1,641 2,181
    TREASURY WINE ESTATE F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0 0
    TECHTRONIC INDS LTD F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0 0
    TEXAS INSTRUMENTS 1,190 1,805
    TEXTRON INC 0 0
    UNILEVER PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 2,912 2,897
    ULTA BEAUTY INC. 1,133 1,436
    UMPQUA HOLDINGS CORP 525 727
    UNITEDHEALTH GRP INC 1,387 1,403
    U S BANCORP 0 0
    VISA INC CLASS A 4,950 6,343
    VARIAN MEDICAL SYSTM 0 0
    VALEO F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 263 470
    VALERO ENERGY CORP 867 1,075
    VMWARE INC CLASS A 289 281
    VERISK ANALYTICS INC CLASS A 3,489 4,982
    VANGUARD FTSE EMERGING MARKETS ETF 0 0
    VERIZON COMMUNICATN 3,515 3,584
    WESTAMERICA BANCORP 0 0
    WEX INC 1,589 2,239
    WALMART INC 2,681 3,027
    WPP PLC NEW F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0 0
    W R BERKLEY CORP 2,759 2,790
    WOODWARD INC 590 608
    DENTSPLY SIRONA INC 1,191 1,257
    XYLEM INC. 2,820 3,766
    YAMAHA CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1,886 2,292
    YANDEX N V F CLASS A 0 0
    ZOETIS INC CLASS A 3,657 5,296

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    NELSON FAMILY CHARITABLE TR
    EIN:
    46-6286904
    Software ID:
    20012075
    Software Version:
    V1.0
    US Government Securities - End of Year Book Value:

    114,142
    US Government Securities - End of Year Fair Market Value:

    114,094
    State & Local Government Securities - End of Year Book Value:


    109,593
    State & Local Government Securities - End of Year Fair Market Value:


    114,094


    TY 2020 OtherAssetsSchedule
    Name:
    NELSON FAMILY CHARITABLE TR
    EIN:
    46-6286904
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued Income 1,781 1,581 1,581


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    NELSON FAMILY CHARITABLE TR
    EIN:
    46-6286904
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Advisory Fees 5,251 5,251 5,251 0


    TY 2020 TaxesSchedule
    Name:
    NELSON FAMILY CHARITABLE TR
    EIN:
    46-6286904
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise tax on investment income 84 0 0 0