Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
The 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

41-6019142
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,658,558J 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 right arrow.............
3 Interest on savings and temporary cash investments 18,988 18,988  
4 Dividends and interest from securities... 167,147 167,147  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,625
b Gross sales price for all assets on line 6a 781,813
7 Capital gain net income (from Part IV, line 2)... 52,625
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 238,760 238,760  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,249     3,249
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)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,500      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 13,278     13,278
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35,959     35,959
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,986 0   52,486
25 Contributions, gifts, grants paid....... 205,296 205,296
26 Total expenses and disbursements. Add lines 24 and 25 262,282 0   257,782
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,522
b Net investment income (if negative, enter -0-) 238,760
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 458,868 506,744 506,744
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 4,088,436 Click to see attachment
List of Attached Documents:
// Content
4,017,038 		5,151,814
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,547,304 4,523,782 5,658,558
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 4,547,304 4,523,782
29 Total net assets or fund balances (see instructions)..... 4,547,304 4,523,782
30 Total liabilities and net assets/fund balances (see instructions). 4,547,304 4,523,782
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
4,547,304
2
Enter amount from Part I, line 27a .....................
2
-23,522
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,523,782
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,523,782
Form 990-PF (2024)
Form 990-PF (2024)
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 781,813   729,188 52,625
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       52,625
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 52,625
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
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 right arrow 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) 1 3,319
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 3,319
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 3,319
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,824
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,824
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 505
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow505 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMN
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
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
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)
 
No
(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)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
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
Nicolas Atwood Board Member, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Brooke Bailey Board Member, Pres
10.0 		3,249 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John Brautigam Board Member, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Corey Hascall Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Iliana Ouseley Herrman Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Victoria C Lanyon Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeffrey Pierce Norton Jr Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jaci Schoeder Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Nicholas Schoeder Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Alyson Nash Tocho Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Cynthia N Tocho III Board Member, Treas
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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
Page 8
Part IX
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
5,006,733
b
Average of monthly cash balances.......................
1b
496,118
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,502,851
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
5,502,851
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
82,543
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,420,308
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
271,015
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.)
1
Minimum investment return from Part IX, line 6..................
1
271,015
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,319
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,319
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
267,696
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
267,696
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
267,696
Part XI
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
257,782
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
257,782
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 267,696
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 232,408
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 257,782
a Applied to 2023, but not more than line 2a 232,408
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 2024 distributable amount..... 25,374
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		242,322
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
NONE
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 (2024)
Form 990-PF (2024)
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)
aPaid during the year

ABBY KELLEY FOSTER HOUSE INC

52 HIGH ST
WORCESTER,MA01609 		N/A PC General & Unrestricted 100

ANGEL FOUNDATION

1155 CENTRE POINTE DR STE 7
MENDOTA HEIGHTS,MN55120 		N/A PC General & Unrestricted 1,000

ANIMAL ACTIVISM COLLECTIVE INC

354 MADISON ST
SAG HARBOR,NY11963 		N/A PC General & Unrestricted 1,500

AUDUBON SOUTH CAROLINA

336 SANCTUARY RD
HARLEYVILLE,SC29448 		N/A PC General & Unrestricted 250

AVENUES FOR YOUTH

1708 OAK PARK AVE N
MINNEAPOLIS,MN55411 		N/A PC General & Unrestricted 600

BAR HARBOR FESTIVAL CORPORATION

311 W 97TH ST APT 1E
NEW YORK,NY10025 		N/A PC General & Unrestricted 4,000

BILINGUAL EDUCATION COLLECTIVE

120 W 15TH ST
MINNEAPOLIS,MN55403 		N/A PC Emerson EFE 5,000

BLAKE SCHOOL

110 BLAKE RD S
HOPKINS,MN55343 		N/A PC General & Unrestricted 700

BROOKLYN BOTANIC GARDEN CORPORATION

1000 WASHINGTON AVE
BROOKLYN,NY11225 		N/A PC General & Unrestricted 220

CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA

3276 MCNUTT AVE
WALNUT CREEK,CA94597 		N/A PC General & Unrestricted 300

CHICK MISSION

121 W 36TH ST STE 333
NEW YORK,NY10018 		N/A PC General & Unrestricted 3,000

COAST SALISH YOUTH COALITON

1810 DOWN JONES WAY
ANACORTES,WA98221 		N/A PC General & Unrestricted 2,000

COMMON ROOM INC

40 LAKE ST
BRIGHTON,MA02135 		N/A PC General & Unrestricted 250

COVER HOME REPAIR INC

158 S MAIN ST
WHITE RIV JCT,VT05001 		N/A PC General & Unrestricted 1,250

DANE4DOGS LTD

200 E VERONA AVE PMB 5001
VERONA,WI53593 		N/A PC General & Unrestricted 1,000

DASSANAYA BUDDHIST COMMUNITY

1565 MOUNT EAGLE PL
ALEXANDRIA,VA22302 		N/A PC General & Unrestricted 1,000

EDUCATION FOR JUST PEACE IN THE MIDDLE EAST

PO BOX 3609
WASHINGTON,DC20027 		N/A PC General & Unrestricted 200

ENVIRONMENTAL DEFENSE FUND INCORPORATED

PO BOX 98051
WASHINGTON,DC20090 		N/A PC General & Unrestricted 300

EPISCOPAL RELIEF AND DEVELOPMENT

PO BOX 7058
MERRIFIELD,VA22116 		N/A PC General & Unrestricted 1,000

FINCA INTERNATIONAL INC

1301 K ST NW STE 300W
WASHINGTON,DC20005 		N/A PC General & Unrestricted 500

FOOD DEPOT

1222A SILER RD
SANTA FE,NM87507 		N/A PC General & Unrestricted 250

FOSTER THE FAMILY

1892 GREENTREE RD STE 4
CHERRY HILL,NJ08003 		N/A PC General & Unrestricted 1,630

FRESH AIR FUND

633 THIRD AVE
NEW YORK,NY10017 		N/A PC General & Unrestricted 200

GENDER JUSTICE

663 UNIVERSITY AVE W STE 200
SAINT PAUL,MN55104 		N/A PC General & Unrestricted 25,000

GLOBAL FUND FOR WOMEN INC

800 MARKET ST 7TH FL
SAN FRANCISCO,CA94102 		N/A PC General & Unrestricted 200

GOVERNOR DUMMER ACADEMY

1 ELM ST UNIT 99
BYFIELD,MA01922 		N/A PC General & Unrestricted 300

GRAND FORKS COUNTY HISTORICAL SOCIETY

2405 BELMONT RD
GRAND FORKS,ND58201 		N/A PC General & Unrestricted 4,000

GRAND FORKS COUNTY HISTORICAL SOCIETY

2405 BELMONT RD
GRAND FORKS,ND58201 		N/A PC General & Unrestricted 300

HENNEPIN HISTORY MUSEUM

2303 3RD AVE S
MINNEAPOLIS,MN55404 		N/A PC General & Unrestricted 4,000

HIGH ATLAS FOUNDATION

511 6TH AVE K110
NEW YORK,NY10011 		N/A PC General & Unrestricted 400

HIGH FIVES NONPROFIT FOUNDATION

10775 PIONEER TRL STE 108
TRUCKEE,CA96161 		N/A PC General & Unrestricted 3,000

HOPE 4 YOUTH

2665 4TH AVE STE 40
ANOKA,MN55303 		N/A PC General & Unrestricted 25,000

HOPE ACADEMY INC

710 EAST 24TH ST
MINNEAPOLIS,MN55404 		N/A PC General & Unrestricted 1,000

INDIGENOUS EDUCATIONAL NETWORK OF TURTLE ISLAND

PO BOX 485
BEMIDJI,MN56619 		N/A PC General & Unrestricted 25,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 300

LAKE MINNETONKA HISTORICAL SOCIETY

PO BOX 672
WAYZATA,MN55391 		N/A PC General & Unrestricted 4,000

LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA INC

1101 W SLIGH AVE
TAMPA,FL33604 		N/A PC General & Unrestricted 1,000

MACALESTER COLLEGE

1600 GRAND AVE
SAINT PAUL,MN55105 		N/A PC General & Unrestricted 50

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 1,800

MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION INCO

224 ALUMNI FOUNDATION CTR
MANKATO,MN56001 		N/A PC General & Unrestricted 700

MIZNA

2446 UNIVERSITY AVE W STE 115
SAINT PAUL,MN55114 		N/A PC General & Unrestricted 25,000

MYHEALTH FOR TEENS AND YOUNG ADULTS INC

15 8TH AVE S
HOPKINS,MN55343 		N/A PC General & Unrestricted 700

NICHOLS SCHOOL OF BUFFALO

1250 AMHERST ST
BUFFALO,NY14216 		N/A PC General & Unrestricted 250

NORMANDALE EVANGELICAL LUTHERAN CHURCH OF EDINA

6100 NORMANDALE RD
EDINA,MN55436 		N/A PC General & Unrestricted 300

PARTNERS IN HEALTH A NONPROFIT CORPORATION

PO BOX 996
FREDERICK,MD21705 		N/A PC General & Unrestricted 100

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090 		N/A PC General & Unrestricted 150

PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DA

671 VANDALIA ST
SAINT PAUL,MN55114 		N/A PC General & Unrestricted 4,000

PLANNED PARENTHOOD SHASTA DIABLO INC

2185 PACHECO ST
CONCORD,CA94520 		N/A PC General & Unrestricted 200

POODLE RESCUE CONNECTICUT INC

PO BOX 188
NAUGATUCK,CT06770 		N/A PC General & Unrestricted 600

PROSPECT PARK ALLIANCE INC

95 PROSPECT PARK W
BROOKLYN,NY11215 		N/A PC General & Unrestricted 250

QUEEN BEE MUSIC ASSOCIATION

1596 PACHECO ST BSMT
SANTA FE,NM87505 		N/A PC General & Unrestricted 256

SANTA FE GIRLS SCHOOL

310 W ZIA RD
SANTA FE,NM87505 		N/A PC General & Unrestricted 100

SECOND CHANCE ANIMAL SERVICES INC

111 YOUNG RD
E BROOKFIELD,MA01515 		N/A PC General & Unrestricted 270

SECOND HARVEST HEARTLAND

7101 WINNETKA AVE N
BROOKLYN PARK,MN55428 		N/A PC General & Unrestricted 300

SELAH FREEDOM INC

1970 MAIN ST 500
SARASOTA,FL34236 		N/A PC General & Unrestricted 1,370

SHRINERS HOSPITALS FOR CHILDREN

PO BOX 947765
ATLANTA,GA30394 		N/A PC General & Unrestricted 250

SHRINERS HOSPITALS FOR CHILDREN

51 BLOSSOM ST
BOSTON,MA02114 		N/A PC General & Unrestricted 250

SISTERS OF SAINT ANN ANNA MARIA COLLEGE

50 SUNSET LN
PAXTON,MA01612 		N/A PC General & Unrestricted 1,000

SOJOURNER PROJECT INC

PO BOX 272
HOPKINS,MN55343 		N/A PC General & Unrestricted 1,000

SOUTHERN DHARMA RETREAT CENTER INC

1661 W RD
HOT SPRINGS,NC28743 		N/A PC General & Unrestricted 1,000

STAND UP TO CANCER

PO BOX 843721
LOS ANGELES,CA90084 		N/A SO I General & Unrestricted 250

STEAMBOAT SPRINGS COUNCIL OF THE ARTS AND HUMANITI

PO BOX 774284
STEAMBOAT SPR,CO80477 		N/A PC General & Unrestricted 2,000

TAMPA GENERAL HOSPITAL FOUNDATION INC

PO BOX 1289
TAMPA,FL33601 		N/A SO III FI General & Unrestricted 2,500

THE BOND BETWEEN PC

5959 BAKER RD STE 390
MINNETONKA,MN55345 		N/A PC General & Unrestricted 2,000

THE CARTER CENTER INC

453 FREEDOM PKWY NE ONE COPENHILL
ATLANTA,GA30307 		N/A PC General & Unrestricted 500

THE CENTER FOR CARTOON STUDIES INC

PO BOX 125
WHITE RIV JCT,VT05001 		N/A PC General & Unrestricted 300

THE CLIMATE CENTER

1275 4TH ST 191
SANTA ROSA,CA95404 		N/A PC General & Unrestricted 300

THE COALITION TO RESTORE COASTAL LOUISIANA

3801 CANAL BLVD STE 400
NEW ORLEANS,LA70119 		N/A PC General & Unrestricted 2,000

THE MOUNTAIN HERMITAGE INC

PO BOX 807
RNCH DE TAOS,NM87557 		N/A PC General & Unrestricted 450

THE OPEN DOOR

3000 AMES CROSSING RD STE 100
EAGAN,MN55121 		N/A PC General & Unrestricted 1,000

THE RED SOX FOUNDATION INC

4 JERSEY ST
BOSTON,MA02215 		N/A PC General & Unrestricted 50

THINK NEW MEXICO

505 DON GASPAR AVE
SANTA FE,NM87505 		N/A PC General & Unrestricted 250

UNCONDITIONAL FREEDOM

1275 4TH ST 4501
SANTA ROSA,CA95404 		N/A PC General & Unrestricted 1,000

UNITARIAN UNIVERSALIST CHURCH OF WORCESTER

140 SHORE DR
WORCESTER,MA01605 		N/A PC General & Unrestricted 4,000

UNIVERSITY OF MINNESOTA FOUNDATION

200 OAK ST SE STE 500
MINNEAPOLIS,MN55455 		N/A PC Voyageurs Wolf Project Fund 2,000

UNIVERSITY OF SOUTHERN MAINE FOUNDATION

PO BOX 9300
PORTLAND,ME04104 		N/A PC General & Unrestricted 5,000

UNRWA USA NATIONAL COMMITTEE INC

PO BOX 18697
WASHINGTON,DC20036 		N/A PC General & Unrestricted 200

VEAP INC

9600 ALDRICH AVE S
BLOOMINGTON,MN55420 		N/A PC General & Unrestricted 300

VETERANS INC

69 GROVE ST
WORCESTER,MA01605 		N/A PC General & Unrestricted 50

VISION LOSS RESOURCES INC

3230 SPRUCE ST
LITTLE CANADA,MN55117 		N/A PC General & Unrestricted 4,000

VOCALESSENCE

1900 NICOLLET AVE
MINNEAPOLIS,MN55403 		N/A PC General & Unrestricted 1,000

WASATCH ACADEMY

120 S 100 W
MT PLEASANT,UT84647 		N/A PC General & Unrestricted 300

WELLESLEY COLLEGE

106 CENTRAL ST
WELLESLEY,MA02481 		N/A PC General & Unrestricted 200

WELLESLEY STUDENTS AID SOCIETY INC

106 CENTRAL ST
WELLESLEY,MA02481 		N/A PC General & Unrestricted 50

WESLEYAN UNIVERSITY

291 MAIN ST
MIDDLETOWN,CT06457 		N/A PC Men's Cross Country Team 2,500

WHITE BEAR CENTER FOR THE ARTS

4971 LONG AVE
WHITE BEAR LK,MN55110 		N/A PC General & Unrestricted 1,000

WILD GOOSE PLAYERS

255 BALD HILL RD
WESTMINSTER,VT05158 		N/A PC General & Unrestricted 350

WILLIAMS COLLEGE

100 SPRING ST STE 201
WILLIAMSTOWN,MA01267 		N/A PC General & Unrestricted 1,000

WILLIAMS COLLEGE

75 PARK ST
WILLIAMSTOWN,MA01267 		N/A PC General & Unrestricted 700

WILLOWIND THERAPEUTIC RIDING CENTER INC

1140 SATE HWY 3
BAR HARBOR,ME04609 		N/A PC General & Unrestricted 8,000

WORCESTER COUNTY FOOD BANK INC

474 BOSTON TPKE
SHREWSBURY,MA01545 		N/A PC General & Unrestricted 400

INTERNATIONAL ACADEMY OF FINE ART

PO BOX 1832
NEW HAVEN,CT06508 		N/A PC GENERAL & UNRESTRICTED 2,000
Total .................................right arrow 3a 205,296
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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
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 18,988  
4 Dividends and interest from securities ....     14 167,147  
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 52,625  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   238,760  
13Total. Add line 12, columns (b), (d), and (e)..................
13
238,760
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
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 2024 DepreciationSchedule
Name:
The Nash Foundation
EIN:
41-6019142
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 2024 InvestmentsCorpStockSchedule
Name:
The Nash Foundation
EIN:
41-6019142
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB INTRNTNL EQ 285,260 373,247
SCHWAB 5-10 YEAR CORPORATE BON 434,127 445,413
SCHWAB FUNDAMENTAL EM MARKETS 323,339 414,077
SCHWAB FUNDAMENTAL INTERNATION 130,349 182,581
SCHWAB FUNDAMENTAL INTL LARGE 294,145 453,747
SCHWAB FUNDAMENTAL US LARGE CO 366,239 596,813
SCHWAB FUNDAMENTAL US SMALL CO 229,007 386,202
SCHWAB INTERMEDIATE US TRS ETF 350,302 339,382
SCHWAB STRATEGIC TREMERGING MK 256,093 290,700
SCHWAB STRATEGIC TRINTL SMALL 90,308 119,124
SCHWAB U.S. SMALL-CA 190,109 291,051
SCHWAB US LARGE CAP ETF 230,444 469,077
SCHWAB US REIT 114,248 110,984
SCHWAB US TIPS 113,645 98,556
SMBS 363,175 369,264
SPDR BARCLAYS CAPITAL EMERGING 123,549 104,025
VANGUARD GLOBAL EX-US REAL EST 27,924 22,014
XTRACKERS INTERNATIONAL REAL E 94,775 85,557

TY 2024 OtherExpensesSchedule
Name:
The Nash Foundation
EIN:
41-6019142
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 35,193     35,193
Digital Subscriptions 378     378
Office Supplies 88     88
State or Local Filing Fees 26     26
Website Hosting/Support 274     274


TY 2024 TaxesSchedule
Name:
The Nash Foundation
EIN:
41-6019142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 3,700      
990-PF Extension for 2024 800