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
The John and Shirley Nash Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-1207686
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,370,208J 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 69 69  
4 Dividends and interest from securities... 51,636 51,636  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 217,022
b Gross sales price for all assets on line 6a 2,660,141
7 Capital gain net income (from Part IV, line 2)... 217,022
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 60 60  
12 Total. Add lines 1 through 11........ 268,787 268,787  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 20,345 20,345    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,526 926    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,163 454   9,709
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,034 21,725   9,709
25 Contributions, gifts, grants paid....... 155,750 155,750
26 Total expenses and disbursements. Add lines 24 and 25 187,784 21,725   165,459
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 81,003
b Net investment income (if negative, enter -0-) 247,062
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.............      
2 Savings and temporary cash investments......... 87,703 122,093 122,093
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) 236,642    
b Investments—corporate stock (attach schedule)....... 1,589,441 Click to see attachment1,721,721 1,973,273
c Investments—corporate bonds (attach schedule)....... 119,701 Click to see attachment270,676 274,842
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,033,487 2,114,490 2,370,208
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow 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 2,033,487 2,114,490
29 Total net assets or fund balances (see instructions)..... 2,033,487 2,114,490
30 Total liabilities and net assets/fund balances (see instructions). 2,033,487 2,114,490
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
2,033,487
2
Enter amount from Part I, line 27a .....................
2
81,003
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,114,490
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
2,114,490
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 Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,660,141   2,443,119 217,022
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       217,022
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 2 217,022
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
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 3,434
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 3,434
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 3,434
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 938
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,438
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4 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)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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.) ..............
    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
    Julie Nash Broderick VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John E Nash Co-Pres, Dir, Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lindsay Alison Nash VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Shirley Vera Nash Dir, Co- Pres
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (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  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (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
    2,130,206
    b
    Average of monthly cash balances.......................
    1b
    92,061
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,222,267
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,222,267
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    33,334
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,188,933
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    109,447
    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
    109,447
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,434
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,434
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    106,013
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    106,013
    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
    106,013
    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
    165,459
    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
    165,459
    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
    165,459
    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 7 106,013
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 38,033
    b From 2016...... 23,285
    c From 2017...... 49,429
    d From 2018...... 31,433
    e From 2019...... 76,898
    fTotal of lines 3a through e........ 219,078
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 165,459
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 106,013
    e Remaining amount distributed out of corpus 59,446
    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 5 278,524
    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) ...     		38,033
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		240,491
    10 Analysis of line 9:
    a Excess from 2016.... 23,285
    b Excess from 2017.... 49,429
    c Excess from 2018.... 31,433
    d Excess from 2019.... 76,898
    e Excess from 2020.... 59,446
    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).)
    John E Nash
    SHIRLEY VERA NASH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    300 COMMITTEE LAND TRUST INC
    157 LOCUST ST
    FALMOUTH,MA02540     		N/A PC General & Unrestricted 3,000
    BE THE MATCH FOUNDATION
    500 N 5TH ST
    MINNEAPOLIS,MN55401     		N/A PC General & Unrestricted 1,000
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DR
    EXTON,PA19341     		N/A PC General & Unrestricted 3,000
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DR
    EXTON,PA19341     		N/A PC COVID-19 relief fund 5,000
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DR
    EXTON,PA19341     		N/A PC champions against hunger program 2,500
    CHESTER SPRINGS LIBRARY
    1709 ART SCHOOL RD
    CHESTER SPRGS,PA19425     		N/A PC General & Unrestricted 2,000
    CHILDREN'S ROOM - CENTER FOR GRIEVING CHILDREN & T
    1210 MASS AVE
    ARLINGTON,MA02476     		N/A PC General & Unrestricted 500
    COATESVILLE YOUTH INITIATIVE
    545 EAST LINCOLN HWY
    COATESVILLE,PA19320     		N/A PC General & Unrestricted 2,000
    COMMUNITY VOLUNTEERS IN MEDICINE INC
    300 LAWRENCE DR STE B
    WEST CHESTER,PA19380     		N/A PC General & Unrestricted 4,000
    COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I
    151 ELLIS ST NE
    ATLANTA,GA30303     		N/A PC General & Unrestricted 5,000
    CURE4CAM INC
    202 FOXTAIL LN
    DOWNINGTOWN,PA19335     		N/A PC General & Unrestricted 2,000
    EARTHJUSTICE
    50 CALIFORNIA ST SUITE 500
    SAN FRANCISCO,CA94111     		N/A PC General & Unrestricted 5,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    1875 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 5,000
    FRENCH AND PICKERING CREEKS CONSERVATION TRUST INC
    511 KIMBERTON RD
    PHOENIXVILLE,PA19460     		N/A PC General & Unrestricted 1,000
    FRENCH AND PICKERING CREEKS CONSERVATION TRUST INC
    511 KIMBERTON RD
    PHOENIXVILLE,PA19460     		N/A PC Charitable Event 5,000
    FRENCH AND PICKERING CREEKS CONSERVATION TRUST INC
    511 KIMBERTON RD
    PHOENIXVILLE,PA19460     		N/A PC Charitable Event 4,000
    GREENPEACE FUND INC
    702 H ST NW STE 300
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 3,000
    HANDI-CRAFTERS INC
    PO BOX 72646
    THORNDALE,PA19372     		N/A PC General & Unrestricted 2,500
    HANDI-CRAFTERS INC
    PO BOX 72646
    THORNDALE,PA19372     		N/A PC Handicrafters Derby Event 2,500
    HISTORIC YELLOW SPRINGS INC
    PO BOX 62
    CHESTER SPRINGS,PA19425     		N/A PC General & Unrestricted 2,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007     		N/A PC General & Unrestricted 5,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC General & Unrestricted 6,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH ST NW STE 700
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 4,000
    NATIONAL PUBLIC RADIO INC
    PO BOX 791490
    BALTIMORE,MD21279     		N/A PC General & Unrestricted 3,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 WEST 20TH ST 11TH FLOOR
    NEW YORK,NY10011     		N/A PC General & Unrestricted 5,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE STE 100
    ARLINGTON,VA22203     		N/A PC General & Unrestricted 3,000
    PAOLI MEMORIAL HOSPITAL FOUNDATION
    255 WEST LANCASTER AVE
    PAOLI,PA19301     		N/A PC Operating Room Integration System 10,000
    PENNSYLVANIA BALLET ASSOCIATION
    323 N BROAD ST
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 5,000
    PENNSYLVANIA HORTICULTURAL SOCIETY
    100 N 20TH ST 5TH FLR
    PHILADELPHIA,PA19103     		N/A PC General & Unrestricted 1,000
    PEOPLES LIGHT & THEATRE CO
    39 CONESTOGA RD
    MALVERN,PA19355     		N/A PC General & Unrestricted 1,500
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148     		N/A PC COVID-19 relief fund 4,000
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148     		N/A PC COVID-19 Relief fund 3,000
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148     		N/A PC General & Unrestricted 3,000
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101     		N/A PC General & Unrestricted 1,500
    PHILADELPHIA ORCHESTRA ASSOCIATION
    1 S BROAD ST 14TH FL
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 1,500
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 2,500
    POPULATION CONNECTION
    2120 L NW ST
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 1,500
    PUBLIC CITIZEN FOUNDATION INC
    1600 20TH ST NW
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 2,500
    ROYAL OAK FOUNDATION INC
    20 W 44TH ST STE 606
    NEW YORK,NY10036     		N/A PC General & Unrestricted 750
    SAFE HARBOR OF CHESTER COUNTY INC
    20 N MATLACK ST
    WEST CHESTER,PA19380     		N/A PC General & Unrestricted 2,500
    SAFE HARBOR OF CHESTER COUNTY INC
    20 N MATLACK ST
    WEST CHESTER,PA19380     		N/A PC Charitable Event 2,500
    SALVATION ARMY
    701 NORTH BROAD ST
    PHILADELPHIA,PA19123     		N/A PC General & Unrestricted 3,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY EAST STE 400
    FAIRFIELD,CT06825     		N/A PC General & Unrestricted 4,000
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LN 10TH FLR
    NEW YORK,NY10038     		N/A PC General & Unrestricted 5,000
    UNITED STATES OLYMPIC COMMITTEE
    PO BOX 7010
    ALBERT LEA,MN56007     		N/A PC General & Unrestricted 1,000
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST ST
    BOSTON,MA02135     		N/A PC General & Unrestricted 3,000
    WHYY INC
    150 N 6TH ST
    PHILADELPHIA,PA19106     		N/A PC General & Unrestricted 5,000
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 5,000
    YELLOWSTONE FOREVER
    PO BOX 117
    YELLOWSTONE NATL PARK,WY82190     		N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 155,750
    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 69  
    4 Dividends and interest from securities....     14 51,636  
    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 ............     		    18 217,022  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION LAWSUIT PROCEEDS     		    01 60  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   268,787  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    268,787
    (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

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

    TY 2020 DepreciationSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS - 2.950% - 03/15/2 3,290 3,292
    AFLAC INC - 3.600% - 04/01/203 3,538 3,531
    AIR PRODUCTS AND CHEMICALS INC 6,341 6,351
    ALPHABET INC NOTE - 1.998% - 0 3,215 3,205
    AMERICAN HONDA FIN CORP - 1.20 3,041 3,070
    AMERICAN HONDA FIN CORP SER A 3,212 3,231
    AON CORP - 2.800% - 05/15/2030 3,273 3,273
    APPLE INC - 1.650% - 05/11/203 5,115 5,150
    AT&T - 4.250% - 03/01/2027 3,510 3,507
    BANK NEW YORK MELLON CORP SER 3,470 3,419
    BLACKROCK INC - 3.250% - 04/30 3,515 3,458
    BOSTON PPTYS LTD PARTNERSHIP N 3,246 3,271
    BP CAP MKTS AMER - 3.410% - 02 4,005 4,485
    BROOKFIELD FIN INC NOTE CALL M 3,588 3,675
    CAMDEN PPTY TR NOTE CALL MAKE 3,306 3,332
    CAPITAL ONE FINL CORP NOTE - 3 3,892 4,610
    CATERPILLAR INC - 2.600% - 09/ 3,314 3,315
    CHEVRON CORP NEW NOTE CALL MAK 3,179 3,181
    CITIGROUP INC - 5.500% - 09/13 3,580 3,605
    COCA COLA CO NOTE CALL MAKE WH 6,523 6,511
    COMCAST CORP NOTE - 4.150% - 1 7,281 7,223
    CVS CAREMARK CORP NOTE - 4.300 2,360 2,380
    DEERE JOHN CAPITAL CORP SER G 3,146 3,150
    DUKE ENERGY CORP NEWNOTE CALL 3,277 3,269
    DUKE ENERGY FLA LLC BOND CALL 3,299 3,275
    ECOLAB INC NOTE - 4.800% - 03/ 7,660 7,655
    EMERSON ELEC CO - 1.800% - 10/ 3,166 3,170
    ENTERPRISE PROD - 3.750% - 02/ 4,173 4,479
    EQUINOR ASA NOTE CALL MAKE WHO 6,681 6,680
    ERP OPERATING LP BOND - 3.000% 3,352 3,340
    FEDEX CORP NOTE - 3.800% - 05/ 3,393 3,387
    FISERV INC NOTE CALL MAKE WHOL 5,006 5,706
    GENERAL MLS INC NOTE - 3.200% 3,392 3,361
    GOLDMAN SACHS GROUP INC - 3.27 3,270 3,287
    HOME DEPOT INC NOTE - 3.900% - 7,248 7,219
    INTEL CORP - 3.400% - 03/25/20 3,368 3,336
    JOHNSON &JOHNSON - 2.900% - 01 3,394 3,385
    JP MORGAN CHASE - 3.540% - 05/ 4,039 4,536
    KEURIG DR PEPPER INCNOTE CALL 3,377 3,397
    LOCKHEED MARTIN BOND - 3.550% 3,428 3,408
    LOWES - 3.650% - 04/05/2029 3,482 3,501
    MARSH &MCLENNAN COS INC - 4.37 4,039 4,870
    MASTERCARD INC NOTE - 3.500% - 3,510 3,459
    MORGAN STANLEY MTN CALL MAKE W 7,663 8,514
    NEWMONT CORP - 2.250% - 10/01/ 3,148 3,157
    NEXTERA ENERGY, INC - 2.750% - 6,534 6,491
    ORACLE CORP - 2.800% - 04/01/2 3,299 3,309
    ORACLE CORP NOTE - 2.650% - 07 3,290 3,297
    PEPSICO INC - 3.000% - 10/15/2 3,400 3,384
    PHILIP MORRIS INTL - 3.375% - 3,436 3,438
    PRINCIPAL FINANCIAL GROUP - 2. 3,127 3,132
    SCHWAB CHARLES - 4.625% - 03/2 7,674 7,539
    SHELL INT'L FINANCE - 2.875% - 3,335 3,318
    SHELL INTL.FIN.BV - 3.875% - 1 3,550 3,553
    SIMON PROPERTY GROUP - 3.300% 6,560 6,590
    TJX COMPANIES - 2.250% - 09/15 3,209 3,235
    TOYOTA MOTOR CREDIT CORP - 3.0 3,299 3,299
    TOYOTA MTR - 3.650% - 01/08/20 3,593 3,547
    UNITED PARCEL SERVICE - 3.400% 6,974 6,990
    UNITED TECHNOLOGIES - 4.125% - 3,586 3,576
    UNITEDHEALTH GROUP - 2.950% - 3,383 3,370
    UNITEDHEALTH GROUP INC NOTE - 3,371 3,362
    VERIZON - 3.000% - 03/22/2027 3,327 3,328
    WAL-MART STORES INC - 3.700% - 3,567 3,526
    WASTE MANAGEMENT INC - 3.150% 3,381 3,387
    WELLS FARGO - 2.393% - 06/02/2 3,130 3,194
    WELLS FARGO - 3.550% - 09/29/2 3,346 3,361

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 600 657
    ABIOMED 611 648
    ACCENTURE PLC 1,850 2,090
    ADOBE SYSTEMS, INC 4,312 9,002
    ADVANCE AUTO PARTS INC 3,978 3,938
    ADVANCED MICRO DEVICES INC 2,193 2,476
    AGREE REALTY CORP 3,578 3,595
    AIR PRODS & CHEM INC 6,122 5,738
    AKAMAI TECH COM STK 4,299 4,200
    ALCON INC 2,723 2,969
    ALEXANDRIA REAL ESTATE EQUITIE 1,204 1,248
    ALEXION PHARMACEUTICALS, INC 2,376 3,594
    ALIBABA GROUP HOLDING LTD 2,094 2,095
    ALIGN TECHNOLOGY, INC 1,819 2,138
    ALLETE INC 2,908 3,159
    ALPHABET INC CL C 3,024 3,504
    ALTRIA GROUP INC 2,066 2,132
    AMAZON COM 14,857 35,826
    AMDOCS LIMITED 6,281 7,235
    AMERICAN EXPRESS CO 3,831 4,353
    AMERISOURCEBERGEN CORP 2,534 2,444
    AMGEN INC 8,367 8,047
    AMPHENOL CORPORATION 1,475 1,700
    ANALOG DEVICES INC 4,718 6,352
    APPLE INC 27,458 33,438
    APTIV PLC 2,126 3,127
    ASML HOLDING NV NY REG SHS 3,556 5,365
    ATLASSIAN CORP PLC 1,726 2,105
    ATMOS ENERGY CORP 4,296 3,913
    AUTOMATIC DATA PROCESSING INC 2,238 2,819
    AVALONBAY CMNTYS INC 2,002 2,086
    AVERY DENNISON CORP 3,531 4,653
    AVIENT 3,168 3,504
    BANCO DO BRASIL S A SPONSORED 4,594 5,491
    BECTON DICKINSON & CO 3,110 3,003
    BEST BUY INC 2,960 2,694
    BIOGEN INC 1,167 979
    BIOMARIN PHARMACEUTICAL INC 4,770 3,683
    BLACKROCK INC 5,890 7,215
    BOOKING HOLDINGS INC 1,782 2,227
    BOSTON BEER CO INC 1,616 1,989
    BOSTON PPTYS INC 871 945
    BRISTOL-MYERS SQUIBB CO 6,314 6,203
    BROADRIDGE FINANCIAL 8,109 8,886
    BURBERRY GROUP PLC 2,478 3,340
    CADENCE DESIGN SYSTEMS INC 4,085 5,048
    CAMDEN PPTY TR 2,939 3,297
    CANADIAN NATL RAILWAY CO 6,027 6,371
    CAPITAL ONE FINANCIAL CORP 1,115 1,582
    CARVANA CO. 1,339 1,677
    CELANESE CORPORATION 4,598 5,847
    CELLNEX TELECOM ADR 5,025 5,082
    CHARLES SCHWAB CORP 4,476 5,781
    CHEVRON CORP 4,252 3,969
    CHIPOTLE MEX GRILL 3,550 4,160
    CHUBB LIMITED 2,345 2,771
    CITIGROUP INC 1,430 1,480
    CME GROUP, INC 6,122 6,008
    CMS ENERGY CP 2,438 2,440
    COGNIZANT TECHNOLOGY SOLUTIONS 770 820
    COMCAST CORP 8,197 13,781
    COMMUNICAT SVS SLCT SEC SPDR E 27,510 30,973
    COMMUNITY BK SYS INC 3,559 3,676
    CONOCOPHILLIPS 4,528 4,399
    CONSUMER DISCRETIONARY SELECT 25,314 28,297
    CONSUMER STAPLES SELECT SECTOR 16,514 17,335
    CORESITE REALTY CORPORATION 2,954 3,007
    COSTAR GROUP, INC 641 924
    COSTCO WHOLESALE CORPORATION 5,394 6,028
    CSG SYST INTL INC. 5,141 5,273
    CVS CAREMARK CORP 6,668 7,650
    DEERE CO 4,499 5,650
    DEXCOM, INC 2,551 2,218
    DOVER CORP 5,044 5,681
    EATON CORP PLC 3,620 5,046
    ECOLAB INC 4,682 5,193
    ELI LILLY & CO 3,272 3,714
    ENCOMPASS HEALTH CORPORATION 5,687 7,442
    ENPHASE ENERGY ORD SHS 973 1,579
    ENTERGY CORP 1,514 1,498
    EOG RESOURCES INC 1,015 1,047
    EQUINIX, INC 6,118 5,713
    EQUITY LIFESTYLE PRP 6,476 6,209
    ESTEE LAUDER COMPANIES INC 1,629 1,863
    EVERCORE PARTNERS INC 6,969 11,841
    EXACT SCIENCES CORPORATION 1,480 1,722
    FACEBOOK INC 19,760 22,126
    FANUC LIMITED UNSPONSORED 5,799 7,753
    FEDEX CORPORATION 1,978 1,817
    FIDELITY MSCI UTILITIES INDEX 2,400 2,394
    FIDELITY NATIONAL INFORMATION 9,721 9,619
    FIRST EAGLE GLOBAL FUND CLASS 110,649 118,133
    FIRST FINANCIAL BANCORP 2,710 3,173
    FIRST INDUSTRIAL REALTY TRUST 2,124 2,107
    FIRST INTERSTATE BANCSYSTEM IN 5,145 6,401
    FIRST TRUST DOW JONES INTERNET 9,997 11,673
    FIRST TRUST ISE CLOUD COMPUTIN 9,509 11,974
    FLOWERS FOODS INC 4,962 4,549
    GALLAGHER ARTHUR J & CO 3,534 5,072
    GEN DYNAMICS CP 3,773 3,572
    GRAINGER W W INC 4,292 4,900
    GRUBHUB INC 385 371
    GRUPO FIN ADR 2,675 3,750
    HACKETT GROUP INC 2,205 2,389
    HARTFORD FINANCIALSERVICES GRO 2,113 2,400
    HASBRO INC 10,941 11,693
    HCA INC 1,692 1,809
    HEXAGON 3,312 4,442
    HOME BANCSHARES INC 2,475 2,747
    HOME DEPOT INC 12,285 12,484
    HONEYWELL INTL 6,251 8,295
    HORACE MANN EDUCATOR 4,118 4,330
    HUBBELL INCORPORATED 7,348 7,840
    IHS MARKIT LTD 5,627 6,108
    INFINEON TECH ADS 4,269 6,245
    INTERNATIONAL BUSINESS MACHINE 2,488 2,518
    INTESA SANPAOLO SPA 5,747 6,169
    INTUITIVE SURGICAL 1,518 2,454
    INVESCO EMERGING MARKETS SOVER 5,716 5,883
    INVESCO PREFERRED ETF 3,778 3,891
    ISHARES 20+ YR TREAS BD 7,849 7,571
    ISHARES BARCLAYS MBS BOND FUND 58,740 58,478
    ISHARES BARCLAYS TIPS BOND FUN 11,286 11,489
    ISHARES CORE MSCI EAFE ETF 67,997 76,965
    ISHARES CORE MSCI EMERGING MAR 25,435 29,841
    ISHARES IBOXX $ INVESTMENT GRA 18,854 19,200
    ISHARES NASDAQ BIOTECHNOLOGY 8,267 9,392
    JOHNSON & JOHNSON 6,190 6,610
    JUNIPER NETWORKS 4,643 4,254
    KONINKLIJKE DSM NV ADR 5,861 6,485
    L'OREAL ADR 6,781 7,310
    LAM RESEARCH CORP 1,496 1,889
    LANCASTER COLONY CORPORATION 3,726 4,042
    LCI INDUSTRIES 7,149 7,262
    LOWES COMPANIES INC 1,592 1,605
    LULULEMON ATHLETICA INC 2,096 2,088
    M.D.C. HLDGS 6,628 7,290
    MAGNA INTERNATIONAL INC 2,917 4,319
    MARKET VECTORS ETF TR FALLEN A 5,697 6,067
    MARKETAXESS HOLDINGS, INC 2,498 2,853
    MARSH AND MCLENNAN COMPANIES I 935 936
    MARVEL TECH INC 2,084 2,947
    MASTERCARD INC 5,327 7,496
    MATCH GROUP INC 2,182 2,721
    MATERIALS SELECT SECTOR SPDR 3,644 4,199
    MCDONALD'S CORP 4,143 4,292
    MCKESSON CORP 2,389 2,435
    MEDTRONIC PLC 4,758 5,740
    MERCADOLIBRE, INC 891 3,350
    MERCK & CO INC 2,432 2,372
    METLIFE INC 2,048 2,207
    MICROSOFT CORP 12,382 30,472
    MODERNA, INC. 479 731
    MONDELEZ INTERNATIONAL INC 6,550 7,777
    MONSTER BEVERAGE CORP 6,207 6,844
    MORGAN STANLEY 4,957 6,990
    MSA SAFETY INCORPORATED 2,248 2,689
    MSCI INC 714 893
    NATIONAL HEALTHCARE CORP 1,887 1,926
    NETAPP, INC 4,336 6,227
    NETFLIX INC 1,228 1,622
    NEXSTAR MEDIA GROUP, INC 2,868 3,385
    NEXTERA ENERGY, INC 5,048 5,555
    NISOURCE INC 2,491 2,363
    NORFOLK SOUTHERN CORP 5,238 5,940
    NORTHERN TRUST CORPORATION 1,257 1,397
    NORTHROP GRUMMAN CORP 1,832 2,133
    NUTANIX INC 1,383 2,072
    NVIDIA CORP 9,195 10,444
    NXP SEMICONDUCTORS 1,728 2,544
    OTIS WORLDWIDE CORP 4,027 5,269
    PACER BENCHMARK DATA & INFRAST 1,685 1,649
    PALO ALTO NETWORKS INC 4,831 6,397
    PARKER HANNIFIN CP 4,001 5,176
    PAYPAL HOLDINGS, INC 10,527 13,115
    PEPSICO INC 3,534 3,708
    PETMED EXPRESS, INC 3,104 3,046
    PFIZER INC 1,707 1,841
    PHILIP MORRIS INTL 4,614 4,802
    PINTEREST INC 840 989
    PNC FINANCIAL GROUP INC 4,703 6,258
    PPG INDUSTRIES INC 3,710 4,471
    PROCTER GAMBLE CO 2,850 3,200
    PROGRESS SOFTWARE CORP 3,963 4,881
    PROGRESSIVE CORP OHIO 2,142 2,373
    PROLOGIS 1,118 1,196
    PROSHARES ONLINE RETAIL 3,020 3,262
    PRUDENTIAL TOTAL RETURN BD FD 137,746 139,566
    PUBLIC SVC ENTERPRISE GROUP IN 1,559 1,807
    QUALCOMM INC 8,174 10,359
    QUEST DIAGNOSTICS 8,215 8,580
    RAYTHEON TECHNOLOGIES CORP 3,720 4,648
    REALTY INCOME CORP 494 497
    RECRUIT HOLDINGS CO 9,939 11,362
    REGENERON PHARMACEUTICALS INC 2,453 1,932
    RENT A CTR INC 2,381 2,297
    REPUBLIC SVCS INC 2,357 2,504
    REYNOLDS CONSUMER PRODUCTS INC 5,891 5,407
    ROCHE HOLDING LTD ADR 6,871 7,058
    ROCKWELL AUTOMATION INC 2,324 2,508
    ROPER INDUSTRIES 633 862
    RPM INTERNATIONAL INC 3,970 4,267
    RYANAIR HOLDINGS PLC-ADR COM 3,414 4,069
    S&P GLOBAL INC COM 1,367 1,644
    SALESFORCE.COM 9,406 11,572
    SBERBANK SPONSORED ADR 4,401 4,945
    SCHNEIDER ELEC UNSP/ADR 2,509 4,198
    SCOTTS CO. CLASS A 8,174 9,957
    SEA LTD 1,883 2,986
    SEAGEN INC 3,155 3,503
    SELECT SECTOR SPDR ENERGY FUND 3,591 3,563
    SELECT SECTOR SPDR INDUSTRIAL 16,645 18,950
    SELECT SECTOR SPDR-HEALTH CARE 26,605 28,247
    SERVICE NOW 598 1,101
    SHERWIN-WILLIAMS CO 994 1,470
    SHOPIFY INC 483 1,132
    SILICON MOTION TECHNOLOGY CORP 3,604 4,334
    SNAP INC. 2,617 4,356
    SONOCO PRODUCTS COMPANY 4,051 4,325
    SONY CORP ADR 6,813 10,009
    SPDR BARCLAYS CAPITAL 1-3 MONT 10,984 10,982
    SPLUNK INC 6,240 5,606
    SPOTIFY TECHNOLOGY SA 1,436 1,888
    SQUARE INC 1,974 2,829
    SS&C TECHNOLOGIES INC 1,060 1,237
    STAG INDUSTRIAL INC 2,543 2,412
    STANLEY BLACK & DECKER INC 1,812 1,964
    STARBUCKS CORP COM 1,748 2,247
    SYNOPSYS, INC 2,356 3,111
    SYSCO CORP 3,348 3,936
    T. ROWE PRICE GROUP 2,468 2,725
    TCF FINANCIAL CORPORATION NEW 2,652 3,406
    TESLA MOTORS INC 3,944 8,468
    TEXAS INSTRUMENTS INC 9,463 12,638
    THE BLACKSTONE GROUP INC CL A 1,344 1,620
    THE COCA-COLA CO 2,270 2,523
    THE TRADE DESK INC 934 1,602
    THERMO FISHER SCIENTIFIC INC 8,648 9,781
    TJX COMPANIES INC 3,023 3,756
    TRANE TECHNOLOGIES PLC 1,430 1,742
    TRUIST FINANCIAL CORPORATION 2,507 3,020
    TWITTER INC 638 812
    UBER 2,613 4,437
    UBISOFT ENTERTAIN UNSP ADR EAC 3,631 4,197
    ULTA SALON, COSMETICS & FRAGRA 3,354 4,307
    UNILEVER PLC AMER 4,555 5,553
    UNITED PARCEL SERVICE 7,411 7,746
    UNITEDHEALTH GROUP INC 11,131 15,079
    US BANCORP 2,135 2,982
    USD CYRUSONE INC 5,248 4,682
    V F CORP 1,227 1,623
    VALERO ENERGY CORP 1,025 1,075
    VALVOLINE INC 3,145 3,332
    VANGUARD FIN ETF 20,433 24,041
    VANGUARD INFORMATION TECHNOLOG 42,782 49,883
    VANGUARD INTERMEDIATE TERM COR 37,041 37,495
    VANGUARD SHORT TERM CORPORATE 24,611 24,725
    VANGUARD SM-CAP ETF 20,047 24,530
    VEEVA SYSTEMS INC 518 545
    VENTAS INC 939 1,128
    VERIZON COMMUNICATIONS 4,675 4,818
    VISA INC 10,527 13,124
    VMWARE INC 4,071 4,208
    VODAFONE GROUP PLC 4,893 5,356
    VOLKSWAGEN AG ADR 8,434 9,440
    VOLVO AS-A ADR 2,665 3,362
    VORNADO RLTY TR 288 299
    WAL-MART STORES INC 3,723 4,036
    WALT DISNEY HOLDINGS CO 4,051 5,617
    WATSCO INC 5,272 4,984
    WAYFAIR INC 1,191 903
    WORKDAY INC 2,995 3,115
    WUXI BIOLOGICS INC ADR 2,060 3,447
    XCEL ENERGY INC 3,477 3,267
    XTRACKERS USD HIGH YIELD CORPO 5,740 5,961
    ZILLOW GROUP, INC (CL C) 1,677 2,336

    TY 2020 OtherExpensesSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 9,684     9,684
    Bank Charges 454 454    
    State or Local Filing Fees 25     25


    TY 2020 OtherIncomeSchedule2
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Class Action Lawsuit Proceeds 60 60  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 20,345 20,345    


    TY 2020 TaxesSchedule
    Name:
    The John and Shirley Nash Foundation
    EIN:
    26-1207686
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 600      
    Foreign Tax Paid 926 926