TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

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 If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$2,564,825J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	300
2	Check .............
3	Interest on savings and temporary cash investments	304		304
4	Dividends and interest from securities...	67,735		67,735
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		16,415
b	Gross sales price for all assets on line 6a 331,034
7	Capital gain net income (from Part IV, line 2)...			16,415
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).......	List of Attached Documents: // Content	158	158
12	Total. Add lines 1 through 11........	84,912		84,612
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)....	List of Attached Documents: // Content	18,022	18,022
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,037
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	10,571		10,571
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	29,630		18,022	10,571
25	Contributions, gifts, grants paid.......	136,000			136,000
26	Total expenses and disbursements. Add lines 24 and 25	165,630		18,022	146,571
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-80,718
b	Net investment income (if negative, enter -0-)			66,590
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	37,005	93,451	93,451
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,104,872	List of Attached Documents: // Content 1,975,497	2,093,209
	c	Investments—corporate bonds (attach schedule).......	434,940	List of Attached Documents: // Content 427,151	378,165
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,576,817	2,496,099	2,564,825
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	2,576,817	2,496,099
	29	Total net assets or fund balances (see instructions).....	2,576,817	2,496,099
	30	Total liabilities and net assets/fund balances (see instructions).	2,576,817	2,496,099

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

2,576,817

Enter amount from Part I, line 27a .....................

-80,718

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

2,496,099

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,496,099

Form 990-PF (2023)

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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	331,034	314,619	16,415
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			16,415
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	16,415
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 ...................		3

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	926
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	926
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	926
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	800
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	200
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	74
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax74	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

Foundation Source Telephone no. right arrow

(800) 839-1754

Located at right arrow

501 Silverside Road Suite 123WilmingtonDE ZIP+4 right arrow

198091377

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, 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 right arrow

Form 990-PF (2023)

Page 5

Part VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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	VP 1.0	0	0	0
John E Nash	Co-Pres, Dir, Sec 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Co-Pres, Dir, Sec 1.0	0	0	0
Lindsay Alison Nash	VP 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	VP 1.0	0	0	0
Shirley V Nash	Dir, Co- Pres 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir, Co- Pres 1.0	0	0	0

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...................

Form 990-PF (2023)

Page 7

Part VII

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............. right arrow

Part VIII-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 VIII-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......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,451,663

Average of monthly cash balances.......................

64,058

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,515,721

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,515,721

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

37,736

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

2,477,985

Minimum investment return. Enter 5% (0.05) of line 5................

123,899

Part X

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.)

Minimum investment return from Part IX, line 6..................

123,899

Tax on investment income for 2022 from Part V, line 5.......

926

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

926

Distributable amount before adjustments. Subtract line 2c from line 1............

122,973

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

122,973

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

122,973

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

146,571

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

146,571

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2023
1 Distributable amount for 2023 from Part X, line 7			122,973
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:2021, 2020, 2019
3 Excess distributions carryover, if any, to 2022:
a From 2018......	31,433
b From 2019......	76,898
c From 2020......	59,446
d From 2021......	46,047
e From 2022......	18,263
f Total of lines 3a through e ........		232,087
4Qualifying distributions for 2023 from Part
XI, line 4: $ 146,571
a Applied to 2022, 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 2023 distributable amount.....			122,973
e Remaining amount distributed out of corpus		23,598
5 Excess distributions carryover applied to 2023.
(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		255,685
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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........			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 2018 not applied on line 5 or line 7 (see instructions) ...		31,433
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		224,252
10 Analysis of line 9:
a Excess from 2019....	76,898
b Excess from 2020....	59,446
c Excess from 2021....	46,047
d Excess from 2022....	18,263
e Excess from 2023....	23,598

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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 V 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 right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2023)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DR EXTON,PA19341	N/A	PC	General & Unrestricted	10,000
CHESTER SPRINGS LIBRARY 1709 ART SCHOOL RD CHESTER SPRGS,PA19425	N/A	PC	General & Unrestricted	1,500
COATESVILLE YOUTH INITIATIVE 545 EAST LINCOLN HWY COATESVILLE,PA19320	N/A	PC	General & Unrestricted	2,000
COMMUNITY VOLUNTEERS IN MEDICINE INC 300B LAWRENCE DR WEST CHESTER,PA19380	N/A	PC	General & Unrestricted	3,500
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I PO BOX 1870 MERRIFIELD,VA22116	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 257 PARK AVE S 11TH FL NEW YORK,NY10010	N/A	PC	General & Unrestricted	5,000
GREENPEACE FUND INC 1300 EYE ST NW SUITE 1100 EAST WASHINGTON,DC20005	N/A	PC	General & Unrestricted	3,000
HANDI-CRAFTERS INC 215 BARLEY SHEAF RD THORNDALE,PA19372	N/A	PC	General & Unrestricted	4,000
HISTORIC YELLOW SPRINGS INC PO BOX 62 CHESTER SPRINGS,PA19425	N/A	PC	General & Unrestricted	1,500
INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA,MN56007	N/A	PC	General & Unrestricted	5,000
INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA,MN56007	N/A	PC	for the victims of the Syria and Turkey earthquake	10,000
MEDECINS SANS FRONTIERES USA INC 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	3,500
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	4,000
NATURE CONSERVANCY 4245 N FAIRFAX DRIVE STE 100 ARLINGTON,VA22203	N/A	PC	General & Unrestricted	2,000
PAOLI MEMORIAL HOSPITAL FOUNDATION 255 WEST LANCASTER AVE PAOLI,PA19301	N/A	PC	General & Unrestricted	10,000
PENNSYLVANIA HORTICULTURAL SOCIETY 100 N 20TH ST STE 405 PHILADELPHIA,PA19103	N/A	PC	General & Unrestricted	500
PEOPLES LIGHT & THEATRE CO 39 CONESTOGA RD MALVERN,PA19355	N/A	PC	General & Unrestricted	750
PHILABUNDANCE 3616 S GALLOWAY ST PHILADELPHIA,PA19148	N/A	PC	General & Unrestricted	10,000
PHILADELPHIA MUSEUM OF ART PO BOX 7646 PHILADELPHIA,PA19101	N/A	PC	General & Unrestricted	750
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	2,000
POPULATION CONNECTION 2120 L ST NW STE 500 WASHINGTON,DC20037	N/A	PC	General & Unrestricted	1,500
PUBLIC CITIZEN FOUNDATION INC 1600 20TH ST NW WASHINGTON,DC20009	N/A	PC	General & Unrestricted	2,000
ROYAL OAK FOUNDATION INC 20 W 44TH ST STE 606 NEW YORK,NY10036	N/A	PC	General & Unrestricted	500
SAFE HARBOR OF CHESTER COUNTY INC 20 N MATLACK ST WEST CHESTER,PA19380	N/A	PC	General & Unrestricted	4,000
SALVATION ARMY 701 NORTH BROAD ST PHILADELPHIA,PA19123	N/A	PC	General & Unrestricted	3,500
SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD,CT06825	N/A	PC	General & Unrestricted	6,000
UNITED STATES FUND FOR UNICEF 125 MAIDEN LANE 10TH FL NEW YORK,NY10038	N/A	PC	General & Unrestricted	4,000
UNITED STATES OLYMPIC COMMITTEE PO BOX 7010 ALBERT LEA,MN56007	N/A	PC	General & Unrestricted	500
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	4,000
YELLOWSTONE FOREVER PO BOX 1857 BOZEMAN,MT59771	N/A	PC	General & Unrestricted	500
Total ................................. 3a				136,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2023)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
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	304
4 Dividends and interest from securities ....			14	67,735
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	16,415
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aK-1 Inc/Loss			14	158
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				84,612

13Total. Add line 12, columns (b), (d), and (e)..................

84,612

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

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

TY 2023 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

- TIN:

TY 2023 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
AFLAC INC - 3.600% - 04/01/193	3,538	2,840
AIRCASTLE LTD - 4.250% - 06/15	2,132	1,928
AMDOCS LTD - 2.538% - 06/15/20	3,942	3,460
AMERICAN TOWER CORP NOTE - 1.8	1,606	1,641
AMERN WTR CAP C SR NTS - 2.950	3,177	2,840
ANHEUSER BUSCH - 4.750% - 01/2	1,165	1,016
ANTHEM INC - 2.375% - 01/15/20	3,145	2,914
ANTHEM INC NOTE - 4.101% - 03/	2,053	1,968
AON CORP - 2.800% - 05/15/2030	3,273	2,665
AT&T - 2.250% - 02/01/2032	11,416	9,927
AT&T - 4.250% - 03/01/2027	3,510	2,968
AT&T INC - 2.750% - 06/01/2031	1,999	1,756
BAKER HUGHES LLC - 3.337% - 12	4,346	3,826
BANK OF NEW YORK - 5.834% - 10	2,055	2,124
BAT CAPITAL CORP - 2.726% - 03	7,720	6,719
BK OF AMERICA CORP MTN - 4.571	1,883	1,911
BK OF AMERICA CORP MTN CALL -	3,816	3,253
BK OF AMERICA CORP MTN CALL MA	11,434	9,833
BLOCK FINL LLC - 3.875% - 08/1	4,250	3,663
BOEING CO - 5.150% - 05/01/203	2,332	2,039
BOEING CO NT - 3.625% - 02/01/	3,844	3,721
BOSTON PPTYS LTD PARTNERSHIP N	3,246	2,784
BOSTON PPTYS LTD PARTNERSHIP N	3,130	2,578
BP CAP MARKETS - 3.119% - 05/0	1,087	968
BP CAP MKTS - 3.017% - 01/16/2	12,893	11,501
BP CAP MKTS - 4.893% - 09/11/2	990	1,017
BROOKFIELD FIN INC NOTE CALL M	3,588	2,984
CAMDEN PPTY TR NOTE CALL MAKE	9,514	8,045
CENTERPOINT ENERGY RES - 1.750	11,197	9,974
CITIGROUP INC - 4.412% - 03/31	12,722	10,535
CITIGROUP INC - 5.610% - 09/29	1,000	1,008
CITIGROUP INC NOTE - 4.910% -	968	981
CITIGROUP INC NOTE CALL MAKE -	957	891
CITIZENS FINL - 2.638% - 09/30	2,212	2,320
CROWN CASTLE INTL - 2.250% - 0	5,795	4,975
CVS HEALTH CORP - 3.625% - 04/	2,218	1,939
DISNEY WALT CO NOTE - 2.200% -	2,714	2,778
DUKE ENERGY CORP NEWNOTE CALL	3,277	2,849
EATON CORP OHIO - 4.150% - 03/	1,879	1,960
EBAY INC - 1.900% - 03/11/2025	10,352	9,612
EBAY INC - 2.700% - 03/11/2030	4,071	3,563
ELEVANCE HEALTH INC - 4.100% -	952	957
ENTERGY CORP NEW NOTE CALL MAK	2,035	1,762
ENTERGY LOUISIANNA LLC - 4.000	916	935
ENTERPRISE PRODS OPER LLC - 5.	1,042	1,049
FIDELITY NATIONAL FINANCIAL IN	10,579	8,922
FISERV INC NOTE CALL MAKE WHOL	9,339	8,475
FOX CORP SER B - 4.709% - 01/2	9,284	7,960
GATX CORP NOTE CALL MAKE WHOLE	1,108	933
GLOBAL PAYMENTS - 2.900% - 05/	7,399	7,046
GOLDMAN SACHS GROUP INC - 1.09	991	921
GOLDMAN SACHS GROUP INC NOTE -	1,633	1,719
GOLDMAN SACHS GROUP INC NOTE -	8,722	7,820
JP MORGAN CHASE - 3.540% - 05/	10,648	9,550
LAZARD LLC - 4.375% - 03/11/20	9,004	7,787
MARRIOTT INTL INC - 3.500% - 1	1,597	1,786
MARSH &MCLENNAN COS INC - 4.37	4,039	3,985
MCDONALDS CORP MED TERM NT BE	1,033	916
MICRON TECHNOLOGY INC - 4.185%	3,783	3,926
MOODYS CORP - 2.000% - 08/19/1	1,632	1,663
MPLX LP - 2.650% - 08/15/2030	11,900	10,371
NETAPP INC NOTE CALL MAKE WHOL	1,819	1,859
NEXTERA - 2.750% - 11/01/2029	4,140	3,589
NVR INC - 3.000% - 05/15/2030	1,025	892
NXP B.V - 5.000% - 10/15/1932	7,678	8,029
ORACLE CORP - 2.800% - 04/01/2	3,299	2,831
ORACLE CORP - 2.950% - 04/01/2	1,994	1,807
ORACLE CORP NOTE - 2.650% - 07	3,290	2,846
PAYPAL HLDGS INC - 2.850% - 10	2,107	1,831
PAYPAL HOLDINGS INC - 2.650% -	10,692	9,503
PRINCIPAL FINANCIAL GROUP - 2.	9,030	7,614
REGENERON PHARMACEUTICALS - 1.	11,242	9,882
RELX CAPITAL INC - 4.000% - 03	1,111	983
SAN DIEGO GAS & ELEC CO SER XX	851	888
SAN DIEGO GAS &ELEC CO SER VVV	948	827
SANTANDER HLDGS USA INC - 3.50	8,583	7,915
SANTANDER HOLDINGS USA INC - 2	1,763	1,833
SERVICENOW INC - 1.400% - 09/0	1,912	1,647
SIMON PROPERTY GROUP - 3.300%	6,560	5,814
SMITH & NEPHEW - 2.032% - 10/1	9,576	8,293
SOUTH CALIF EDISON CO - 2.750%	870	861
SOUTHWEST AIRLS CO - 5.125% -	2,293	2,010
SOUTHWEST AIRLS CO - 5.250% -	6,869	5,999
STARBUCKS CORP - 3.000% - 02/1	1,755	1,798
SVB FINANCIAL GROUP - 3.125% -	10,454	6,555
UNITEDHEALTH GROUP - 2.950% -	3,383	2,849
UNITEDHEALTH GROUP INC FXD RT	3,371	2,914
US BANCORP - 3.900% - 04/26/20	1,139	967
US BANCORP MTN - 1.375% - 07/2	964	807
WELLS FARGO &CO - 2.879% - 10/	1,036	890
WELLS FARGO &CO SER Q MTN - 2.	1,013	865
WELLS FARGO - 2.393% - 06/02/2	11,430	10,082
WELLS FARGO - 3.550% - 09/29/2	3,346	2,932
WELLS FARGO CO - 4.150% - 01/2	1,114	973
WRKCO INC SER B - 4.900% - 03/	11,835	10,049
WRKCO INC SER B NOTE - 4.650%	4,577	3,974

- TIN:

TY 2023 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	10,013	9,457
ABBVIE INC	9,108	11,919
ACCENTURE PLC	8,563	10,172
ADOBE SYSTEMS, INC	2,742	4,875
AIR PRODS & CHEM INC	7,726	7,444
ALCON INC	3,416	3,960
ALEXANDRIA REAL ESTATE EQUITIE	1,529	1,087
AMAZON COM	12,697	14,664
AMERICAN EXPRESS CO	9,021	11,115
AMERICAN TOWER REIT INC	5,022	6,022
AMGEN INC	1,503	1,805
ANALOG DEVICES INC	4,339	7,128
APPLE INC	17,560	28,354
APTIV PLC	2,581	2,182
ASML HOLDING NV NY REG SHS	1,962	3,523
ATLASSIAN CORP CL A	1,905	2,653
AVALONBAY CMNTYS INC	1,426	1,519
BANK OF AMERICA CORP	8,149	6,700
BAXTER INTERNATIONAL INC	1,642	1,339
BECTON DICKINSON & CO	3,214	3,170
BEST BUY INC	3,047	2,114
BLACKROCK FUNDS LOW DURATION P	183,094	169,339
BLACKROCK INC	5,163	7,065
BLACKSTONE ALTERNATIVE INV FDS	126,143	124,137
BRISTOL-MYERS SQUIBB CO	8,610	6,978
BROADCOM INC	4,984	11,266
CAPITAL ONE FINANCIAL CORP	961	1,066
CENCORA INC	1,360	2,736
CHARLES SCHWAB CORP	9,244	10,690
CHEVRON CORP	10,123	12,342
CHUBB LIMITED	3,408	4,325
CIGNA CORPORATION	3,341	4,370
CME GROUP, INC	4,551	4,703
CMS ENERGY CP	2,407	2,289
COMCAST CORP	12,225	13,441
CONOCOPHILLIPS	5,326	10,696
CORNING INC	3,009	2,555
CVS CAREMARK CORP	3,209	3,029
DEERE CO	3,302	3,737
DOMINION ENERGY INC	3,500	2,451
DOVER CORP	4,483	5,691
EATON CORP PLC	9,565	14,649
ELEVANCE HEALTH INC	4,334	5,224
ELI LILLY & CO	1,988	4,370
EOG RESOURCES INC	3,131	5,346
EQUINIX, INC	2,559	3,176
ESTEE LAUDER COMPANIES INC	3,550	2,635
EXXON MOBIL CORP	12,215	12,498
FIDELITY NATIONAL INFORMATION	7,881	3,364
FIRST EAGLE GLOBAL FUND CLASS	143,743	149,363
GALLAGHER ARTHUR J & CO	1,464	3,044
GEN DYNAMICS CP	4,066	5,959
GOLDMAN SACHS GQG PARTNERS INT	218,633	222,145
GOLDMAN SACHS TREASURYACCESS 0	72,267	72,008
GRAINGER W W INC	1,940	4,420
HARTFORD FINANCIALSERVICES GRO	1,893	2,857
HOME DEPOT INC	3,981	4,751
HONEYWELL INTL	4,171	4,960
INTEL CORP	1,165	1,956
INTERCONTINENTAL EXCHANGE, INC	1,032	1,210
INTERNATIONAL BUSINESS MACHINE	2,396	3,271
INTUIT	1,868	2,682
INTUITIVE SURGICAL	2,914	3,751
ISHARES TRUST RUSSELL 1000 GRO	86,016	105,033
ISHARES TRUST RUSSELL 1000 VAL	145,786	150,212
JOHNSON & JOHNSON	6,899	6,479
JP MORGAN CHASE	7,005	7,724
KENVUE INC	2,288	2,196
LINDE PLC COM	5,612	7,755
LOWES COMPANIES INC	7,660	8,267
MARSH AND MCLENNAN COMPANIES I	8,223	10,572
MASTERCARD INC	5,559	6,600
MCDONALD'S CORP	7,603	9,393
MEDTRONIC PLC	5,714	4,056
MERCK & CO INC	1,136	1,685
META PLATFORMS INC	7,593	9,947
METLIFE INC	2,727	3,614
MICROCHIP TECHNOLOGY INC	836	806
MICROSOFT CORP	17,925	40,304
MONDELEZ INTERNATIONAL INC	5,834	7,713
MONSTER BEVERAGE CORP	2,854	3,719
MORGAN STANLEY	5,464	7,180
MOTOROLA SOLUTIONS INC	4,925	8,111
NETFLIX INC	5,176	7,113
NEXTERA ENERGY, INC	13,759	11,829
NIKE INC-CL B	2,546	2,671
NORFOLK SOUTHERN CORP	7,009	7,395
NORTHROP GRUMMAN CORP	7,202	7,848
NVIDIA CORP	3,043	11,732
NXP SEMICONDUCTORS	4,647	6,201
PACKAGING CORP AMER	2,968	3,221
PALO ALTO NETWORKS INC	2,231	4,929
PARKER HANNIFIN CP	1,803	3,230
PAYPAL HOLDINGS, INC	2,801	2,100
PEPSICO INC	6,519	7,470
PFIZER INC	2,394	1,902
PHILIP MORRIS INTL	10,531	10,796
PNC FINANCIAL GROUP INC	4,421	5,192
PPG INDUSTRIES INC	5,439	6,299
PROCTER GAMBLE CO	4,733	5,020
PROGRESSIVE CORP OHIO	1,545	2,708
PROLOGIS	8,604	10,477
PRUDENTIAL TOTAL RETURN BD FD	195,163	162,474
PUBLIC SVC ENTERPRISE GROUP IN	2,161	2,446
RAYTHEON TECHNOLOGIES CORP	7,660	7,465
REPUBLIC SVCS INC	1,849	2,973
S&P GLOBAL INC COM	7,464	9,408
SALESFORCE.COM	4,195	4,471
SEAGATE TECHNOLOGY HOLDINGS PL	2,552	2,732
SHERWIN-WILLIAMS CO	2,918	3,544
SPLUNK INC	1,461	1,728
STARBUCKS CORP COM	2,366	2,515
STRYKER CORPORATION	2,387	3,185
SYSCO CORP	3,495	3,334
TARGET CORPORATION	2,769	3,270
TESLA MOTORS INC	1,557	1,896
TEXAS INSTRUMENTS INC	8,677	9,231
THE COCA-COLA CO	3,088	3,503
THE HERSHEY COMPANY	2,568	2,329
THERMO FISHER SCIENTIFIC INC	4,187	5,242
TJX COMPANIES INC	7,874	10,413
TRANE TECHNOLOGIES PLC	3,823	5,151
TRAVELERS COMPANIES INC	1,448	1,587
UBER	2,288	3,774
UNION PACIFIC	6,397	6,894
UNITED PARCEL SERVICE	9,236	8,510
UNITEDHEALTH GROUP INC	15,172	23,543
US BANCORP	4,927	5,713
VANGUARD FTSE ALL-WORLD EX-US	163,466	148,251
VENTAS INC	1,376	1,545
VERIZON COMMUNICATIONS	3,096	2,111
VISA INC	6,821	8,987
WAL-MART STORES INC	8,214	9,410
WEC ENERGY GROUP, INC	5,426	4,706
WELLS FARGO & CO	7,284	8,318
WORKDAY INC	2,925	3,290
XCEL ENERGY INC	3,868	3,405
ZOETIS INC	7,945	8,609

- TIN:

TY 2023 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	10,546			10,546
State or Local Filing Fees	25			25

- TIN:

TY 2023 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	158	158

- TIN:

TY 2023 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	18,022	18,022

- TIN:

TY 2023 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 2023	800
990-PF Excise Tax for 2022	237
Foreign Tax Paid