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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

26-1207686
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,979,690J 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 .................
3 Interest on savings and temporary cash investments 1,148 1,148  
4 Dividends and interest from securities... 79,885 79,885  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,296
b Gross sales price for all assets on line 6a 918,207
7 Capital gain net income (from Part IV, line 2)... 66,296
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45 45  
12 Total. Add lines 1 through 11........ 147,374 147,374  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,216 20,216    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,501 1    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,902 1   10,901
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,619 20,218   10,901
25 Contributions, gifts, grants paid....... 197,500 197,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 230,119 20,218   208,401
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -82,745
b Net investment income (if negative, enter -0-) 127,156
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 79,221 74,218 74,218
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)....... 2,026,939 Click to see attachment
List of Attached Documents:
// Content
1,948,411 		2,457,204
c Investments—corporate bonds (attach schedule)....... 464,315 Click to see attachment
List of Attached Documents:
// Content
465,101 		448,268
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) 2,570,475 2,487,730 2,979,690
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances 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 2,570,475 2,487,730
29 Total net assets or fund balances (see instructions)..... 2,570,475 2,487,730
30 Total liabilities and net assets/fund balances (see instructions). 2,570,475 2,487,730
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,570,475
2
Enter amount from Part I, line 27a .....................
2
-82,745
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,487,730
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,487,730
Form 990-PF (2025)
Form 990-PF (2025)
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 918,207   851,911 66,296
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       66,296
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 66,296
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 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 1,767
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 1,767
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 1,767
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,149
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 1,149
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....... 9 618
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
DE
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
Julie Nash Broderick VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John E Nash Co-Pres, Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Lindsay Alison Nash VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Shirley V Nash Dir, Co- Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
2,818,061
b
Average of monthly cash balances.......................
1b
133,768
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,951,829
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,951,829
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
44,277
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,907,552
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
145,378
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
145,378
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,767
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,767
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
143,611
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
143,611
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
143,611
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, line 26, column (d) ..........
1a
208,401
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
208,401
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 143,611
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 7,299
b From 2021...... 46,047
c From 2022...... 18,263
d From 2023...... 23,598
e From 2024......  
f Total of lines 3a through e ........ 95,207
4Qualifying distributions for 2025 from Part
XI, line 4: $ 208,401
a Applied to 2024, 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 2025 distributable amount..... 143,611
e Remaining amount distributed out of corpus 64,790
5 Excess distributions carryover applied to 2025.    
(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 5 159,997
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		7,299
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		152,698
10 Analysis of line 9:
a Excess from 2021 .... 46,047
b Excess from 2022 .... 18,263
c Excess from 2023 .... 23,598
d Excess from 2024 ....  
e Excess from 2025 .... 64,790
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

300 COMMITTEE LAND TRUST INC

13 THOMAS B LANDERS RD
EAST FALMOUTH,MA02536 		N/A   General & Unrestricted 1,000

47 PALMER INC

26 CHURCH ST
CAMBRIDGE,MA02138 		N/A   General & Unrestricted 100

ABORTION LIBERATION FUND OF PA

PO BOX 40748
PHILADELPHIA,PA19107 		N/A   General & Unrestricted 5,000

ALEXS LEMONADE STAND FOUNDATION

333 E LANCASTER AVE 414
WYNNEWOOD,PA19096 		N/A   Cure4Cam Hero Fund 1,000

AMERICAN FRIENDS OF THE EPISCOPAL DIOCESE OF JERUS

25 OLD KINGS HWY N STE 13
DARIEN,CT06820 		N/A   General & Unrestricted 1,000

ARLINGTON EATS INC

117 BROADWAY STE A
ARLINGTON,MA02474 		N/A   General & Unrestricted 500

BOSTON UNIVERSITY

890 COMMONWEALTH AVE 3RD FL
BOSTON,MA02215 		N/A   General & Unrestricted 1,000

CHESTER COUNTY FOOD BANK

650 PENNSYLVANIA DR
EXTON,PA19341 		N/A   General & Unrestricted 10,000

CHESTER SPRINGS LIBRARY

1709 ART SCHOOL RD
CHESTER SPRGS,PA19425 		N/A   General & Unrestricted 2,000

CHILDREN'S ROOM - CENTER FOR GRIEVING CHILDREN

1210 MASSACHUSETTS AVE
ARLINGTON,MA02476 		N/A   General & Unrestricted 1,000

CIRCLE CAMPS FOR GRIEVING CHILDREN

PO BOX 11552
CHARLOTTE,NC28220 		N/A   General & Unrestricted 1,000

COATESVILLE YOUTH INITIATIVE

545 EAST LINCOLN HWY
COATESVILLE,PA19320 		N/A   General & Unrestricted 3,000

COMMUNITY VOLUNTEERS IN MEDICINE INC

300B LAWRENCE DR
WEST CHESTER,PA19380 		N/A   General & Unrestricted 4,000

COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE

PO BOX 1870
MERRIFIELD,VA22116 		N/A   General & Unrestricted 8,000

EARTHJUSTICE

180 STEUART ST 194330
SAN FRANCISCO,CA94105 		N/A   General & Unrestricted 5,000

ENVIRONMENTAL DEFENSE FUND INCORPORATED

257 PARK AVE S 11TH FL
NEW YORK,NY10010 		N/A   General & Unrestricted 7,000

FRENCH AND PICKERING CREEKS CONSERVATION TRUST INC

4030 S WHITEHORSE RD PO BOX 288
DEVAULT,PA19432 		N/A   General & Unrestricted 22,000

FRIENDS OF MIDDLESEX FELLS RESERVATION INC

235 W FOSTER ST STE 2
MELROSE,MA02176 		N/A   General & Unrestricted 250

GREENPEACE FUND INC

1300 EYE ST NW SUITE 1100 EAST
WASHINGTON,DC20005 		N/A   General & Unrestricted 3,000

HANDI-CRAFTERS INC

215 BARLEY SHEAF RD
COATESVILLE,PA19320 		N/A   General & Unrestricted 5,000

HISTORIC YELLOW SPRINGS INC

PO BOX 62
CHESTER SPRINGS,PA19425 		N/A   General & Unrestricted 2,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A   General & Unrestricted 10,000

MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELT

350 S HUNTINGTON AVE
BOSTON,MA02130 		N/A   General & Unrestricted 200

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A   General & Unrestricted 10,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH ST NW STE 700
WASHINGTON,DC20001 		N/A   General & Unrestricted 4,000

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		N/A   General & Unrestricted 5,000

NATURAL LANDS TRUST INCORPORATED

1031 PALMERS MILL RD
MEDIA,PA19063 		N/A   General & Unrestricted 3,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011 		N/A   General & Unrestricted 5,000

NATURE CONSERVANCY

4245 N FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A   General & Unrestricted 3,000

NEW ENGLAND CONSERVATORY OF MUSIC

290 HUNTINGTON AVE
BOSTON,MA02115 		N/A   General & Unrestricted 500

NMDP FOUNDATION

500 N 5TH ST
MINNEAPOLIS,MN55401 		N/A   General & Unrestricted 500

PAOLI MEMORIAL HOSPITAL FOUNDATION

255 WEST LANCASTER AVE MOB 3 ST
PAOLI,PA19301 		N/A   General & Unrestricted 10,000

PAWS NEW ENGLAND

290 REDEMPTION ROCK TRL N
PRINCETON,MA01541 		N/A   General & Unrestricted 1,000

PENNSYLVANIA HORTICULTURAL SOCIETY

100 N 20TH ST STE 405
PHILADELPHIA,PA19103 		N/A   General & Unrestricted 500

PEOPLES LIGHT & THEATRE CO

39 CONESTOGA RD
MALVERN,PA19355 		N/A   General & Unrestricted 1,000

PHILABUNDANCE

3616 S GALLOWAY ST
PHILADELPHIA,PA19148 		N/A   General & Unrestricted 10,000

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA19101 		N/A   General & Unrestricted 1,000

PHILADELPHIA ORCHESTRA ASSOCIATION

1 S BROAD ST 14TH FL
PHILADELPHIA,PA19107 		N/A   General & Unrestricted 2,000

PINE STREET INN INC

444 HARRISON AVE
BOSTON,MA02118 		N/A   General & Unrestricted 200

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090 		N/A   General & Unrestricted 2,000

POPULATION CONNECTION

2120 L ST NW STE 500
WASHINGTON,DC20037 		N/A   General & Unrestricted 2,000

PUBLIC CITIZEN FOUNDATION INC

1600 20TH ST NW
WASHINGTON,DC20009 		N/A   General & Unrestricted 4,000

ROYAL OAK FOUNDATION INC

20 W 44TH ST STE 606
NEW YORK,NY10036 		N/A   General & Unrestricted 500

SAFE HARBOR OF CHESTER COUNTY INC

20 N MATLACK ST
WEST CHESTER,PA19380 		N/A   General & Unrestricted 5,000

SALVATION ARMY

701 NORTH BROAD ST
PHILADELPHIA,PA19123 		N/A   General & Unrestricted 4,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A   General & Unrestricted 8,000

SUDANESE AMERICAN PHYSICIANS ASSOCIATION

1620 HARDEMAN LN
PLANO,TX75075 		N/A   General & Unrestricted 500

SWIM WINCHESTER INC

PO BOX 44
WINCHESTER,MA01890 		N/A   General & Unrestricted 500

THE GREATER BOSTON FOOD BANK INC

70 S BAY AVE
BOSTON,MA02118 		N/A   General & Unrestricted 1,000

TRUSTEES OF RESERVATIONS

200 HIGH ST 4TH FL
BOSTON,MA02110 		N/A   General & Unrestricted 250

UNITED STATES FUND FOR UNICEF

125 MAIDEN LN 10TH FLR
NEW YORK,NY10038 		N/A   General & Unrestricted 5,000

UNITED STATES OLYMPIC COMMITTEE

PO BOX 7010
ALBERT LEA,MN56007 		N/A   General & Unrestricted 500

WGBH EDUCATIONAL FOUNDATION

ONE GUEST ST
BOSTON,MA02135 		N/A   General & Unrestricted 3,000

WHYY INC

150 N 6TH ST
PHILADELPHIA,PA19106 		N/A   General & Unrestricted 5,000

WINCHESTER NEWS GROUP INC

109 WENDELL ST
WINCHESTER,MA01890 		N/A   General & Unrestricted 500

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A   General & Unrestricted 5,000

WRIGHT LOCKE FARM CONSERVANCY INC

78 RIDGE ST
WINCHESTER,MA01890 		N/A   General & Unrestricted 500

YELLOWSTONE FOREVER

PO BOX 1857
BOZEMAN,MT59771 		N/A   General & Unrestricted 500
Total ................................. 3a 197,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 1,148  
4 Dividends and interest from securities ....     14 79,885  
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 66,296  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 45  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   147,374  
13Total. Add line 12, columns (b), (d), and (e)..................
13
147,374
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


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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 2025 DepreciationSchedule
Name:
The John and Shirley Nash Foundation
EIN:
26-1207686
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 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 2,951
AIRCASTLE LTD - 4.250% - 06/15 2,132 2,000
ALEXANDRIA REAL ESTATE EQ INC 3,351 3,430
AMDOCS LTD - 2.538% - 06/15/20 3,942 3,677
AMERICAN TOWER CORP NOTE - 1.8 1,606 1,786
AMERN WTR CAP C SR NTS - 2.950 3,177 2,954
ANHEUSER-BUSCH COS LLC ANHEU - 3,891 3,968
ANTHEM INC NOTE - 4.101% - 03/ 2,053 2,003
APPALACHIAN POWER CO - 5.650% 2,004 2,093
ARIZONA PUBLIC SERVICE CO - 5. 2,005 2,106
AT&T - 2.250% - 02/01/2032 11,416 10,539
AT&T - 4.250% - 03/01/2027 3,510 3,007
AT&T INC - 2.750% - 06/01/2031 1,999 1,839
BAKER HUGHES LLC - 3.337% - 12 4,346 3,956
BANK NEW YORK MELLON CORP - 4. 1,002 1,012
BANK OF NEW YORK - 5.834% - 10 7,373 7,558
BAT CAPITAL CORP - 2.726% - 03 7,720 7,382
BK OF AMERICA CORP MTN - 4.571 1,883 1,999
BK OF AMERICA CORP MTN CALL - 3,816 3,581
BK OF AMERICA CORP MTN CALL MA 11,434 10,791
BLOCK FINL LLC - 3.875% - 08/1 4,250 3,856
BOEING CO - 5.150% - 05/01/203 2,332 2,057
BOEING CO NT - 3.625% - 02/01/ 3,844 3,846
BORGWARNER INC - 5.400% - 08/1 2,016 2,067
BOSTON PPTYS LTD PARTNERSHIP N 3,246 2,969
BOSTON PPTYS LTD PARTNERSHIP N 3,130 2,816
BP CAP MKTS - 4.893% - 09/11/2 4,939 5,094
BROOKFIELD FIN INC NOTE CALL M 3,588 3,051
CAMDEN PPTY TR NOTE CALL MAKE 9,514 8,499
CAPITAL ONE FINL - 5.268% - 05 1,951 2,054
CENCORA INC - 5.150% - 02/15/2 5,898 6,145
CENTERPOINT ENERGY RES - 1.750 11,197 10,700
CITIGROUP INC - 4.412% - 03/31 12,723 11,007
CITIGROUP INC NOTE - 4.910% - 4,835 5,069
CITIGROUP INC NOTE CALL MAKE - 957 953
CONOCOPHILLIPS COMPANY - 5.000 6,919 7,110
COTERRA ENERGY INC - 5.400% - 3,929 4,069
CROWN CASTLE INTL - 2.250% - 0 5,795 5,364
CVS HEALTH CORP - 3.625% - 04/ 2,218 1,989
DEERE JOHN CAPITAL CORP MTN - 1,961 2,008
DISCOVER FINL - 6.700% - 11/29 10,641 11,083
DISNEY WALT CO - 2.000% - 09/0 4,362 4,679
DUKE ENERGY CORP NEWNOTE CALL 3,277 2,974
EATON CORP OHIO - 4.150% - 03/ 1,879 1,968
EBAY INC - 2.700% - 03/11/2030 4,071 3,761
ELEVANCE HEALTH INC - 4.100% - 952 974
ELEVANCE HEALTH INC - 4.750% - 3,872 4,018
ELEVANCE HEALTH INC - 5.200% - 1,020 1,023
ELEVANCE HEALTH INC - 5.380% - 1,011 1,035
ENTERGY CORP NEW NOTE CALL MAK 2,035 1,874
ENTERGY LOUISIANNA LLC - 4.000 2,780 2,898
ENTERPRISE PRODS OPER LLC - 5. 6,205 6,277
EQUITABLE HLDGS - 5.594% - 01/ 2,084 2,091
ERP OPERATING LP - 4.650% - 09 971 991
FIDELITY NATIONAL FINANCIAL IN 10,579 9,553
FISERV INC NOTE CALL MAKE WHOL 9,339 8,734
FOX CORP SER B - 4.709% - 01/2 9,284 8,106
GALLAGHER ARTHUR J & CO - 5.15 7,929 8,102
GATX CORP NOTE CALL MAKE WHOLE 1,108 986
GLOBAL PAYMENTS - 2.900% - 05/ 7,399 7,424
GLOBAL PAYMENTS INC - 3.200% - 3,807 3,817
GOLDMAN SACHS GROUP INC - 2.38 5,734 6,276
GOLDMAN SACHS GROUP INC NOTE - 1,633 1,842
JP MORGAN CHASE - 3.540% - 05/ 10,648 9,946
LAZARD LLC - 4.375% - 03/11/20 9,004 8,020
MARRIOTT INTL INC - 3.500% - 1 1,597 1,867
MARSH &MCLENNAN COS INC - 4.37 4,039 4,042
MCDONALDS CORP MED TERM NT BE 1,033 954
META PLATFORMS INC - 4.750% - 2,958 3,032
MOODYS CORP - 2.000% - 08/19/2 5,003 5,337
MPLX LP - 2.650% - 08/15/2030 11,900 11,125
NETAPP INC NOTE CALL MAKE WHOL 1,819 1,955
NETFLIX INC - 4.900% - 08/15/2 4,987 5,108
NEXTERA - 2.750% - 11/01/2029 4,140 3,812
NVR INC - 3.000% - 05/15/2030 1,025 947
NXP BV - 5.000% - 01/15/2033 9,656 10,176
ORACLE CORP - 2.800% - 04/01/2 3,299 2,941
ORACLE CORP - 2.950% - 04/01/2 1,994 1,848
ORACLE CORP NOTE - 2.650% - 07 3,290 2,975
ORACLE CORP NOTE CALL MAKE WHO 1,885 1,812
PACCAR FINANCIAL CORP - 5.000% 2,016 2,072
PAYPAL HLDGS INC - 2.850% - 10 2,107 1,917
PAYPAL HOLDINGS INC - 2.650% - 3,207 2,975
PRINCIPAL FINANCIAL GROUP - 2. 9,030 8,206
REGENERON PHARMACEUTICALS - 1. 11,242 10,714
RELX CAPITAL INC - 4.000% - 03 3,060 2,992
SAN DIEGO GAS & ELEC CO SER XX 851 920
SAN DIEGO GAS &ELEC CO SER VVV 948 893
SANTANDER HOLDINGS USA INC - 2 7,334 7,864
SEMPRA NOTE CALL - 5.500% - 08 1,994 2,093
SERVICENOW INC - 1.400% - 09/0 1,912 1,764
SIMON PROPERTY GROUP - 3.300% 2,187 2,000
SMITH & NEPHEW - 2.032% - 10/1 9,576 9,001
SOUTH CALIF EDISON CO - 2.750% 870 891
SOUTHERN CALF EDISON CO - 6.00 2,108 2,103
SOUTHWEST AIRLS CO - 5.125% - 2,293 2,025
STARBUCKS CORP - 3.000% - 02/1 1,755 1,845
UDR INC - 1.900% - 03/15/2033 1,586 1,654
UNITEDHEALTH GROUP - 2.950% - 3,383 2,958
US BANCORP MTN - 1.375% - 07/2 964 887
US BANCORP SER CC - 6.787% - 1 1,029 1,022
VERIZON COMMUNICATIONS INC - 2 2,559 2,648
VERIZON GLOBAL FDG CORP 3,148 3,199
WELLS FARGO & CO - 5.210% - 12 2,942 3,070
WELLS FARGO &CO - 2.879% - 10/ 1,036 952
WELLS FARGO &CO - 4.897% - 07/ 999 1,017
WELLS FARGO &CO SER Q MTN - 2. 1,013 935
WELLS FARGO - 2.393% - 06/02/2 11,430 10,729
WELLS FARGO CO - 4.150% - 01/2 1,114 1,003
WRKCO INC SER B - 4.900% - 03/ 11,835 10,189
XCEL ENERGY INC - 4.600% - 06/ 1,884 1,992

TY 2025 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
3M CO 4,672 5,280
ABBOTT LABS 9,180 10,273
ABBVIE INC 8,406 16,181
ACCENTURE PLC 6,238 6,433
AIR PRODS & CHEM INC 7,018 6,486
AIRBNB 3,792 3,967
AIRBUS GROUP 2,389 3,021
ALPHABET INC CL A 3,276 6,419
ALPHABET INC CL C 9,372 10,879
AMAZON COM 10,169 16,770
AMERICAN EXPRESS CO 8,111 18,961
AMERICAN TOWER REIT INC 7,278 6,758
AMPHENOL CORPORATION 4,351 9,754
ANALOG DEVICES INC 3,749 8,079
APPLE INC 17,301 37,007
ARES MANAGEMENT CORPORATION 9,208 9,315
ARISTA NETWORKS 760 744
ASML HOLDING NV NY REG SHS 2,796 4,988
AVALONBAY CMNTYS INC 1,371 1,397
BANK NEW YORK MELLON CORP COM 4,930 6,900
BANK OF AMERICA CORP 9,616 13,035
BECTON DICKINSON & CO 2,093 2,230
BLACKROCK FUNDS LOW DURATION P 54,494 53,798
BLACKROCK INC 2,868 5,146
BLACKSTONE ALTERNATIVE INV FDS 131,524 134,593
BRISTOL-MYERS SQUIBB CO 2,660 3,004
BROADCOM INC 5,090 21,004
CAPITAL ONE FINANCIAL CORP 4,964 7,835
CARRIER GLOBAL 3,112 2,915
CENCORA INC 1,112 3,210
CHARLES SCHWAB CORP 6,676 10,217
CHEVRON CORP 11,552 12,526
CHIPOTLE MEX GRILL 3,192 3,182
CHUBB LIMITED 1,856 3,052
CIGNA CORPORATION 3,858 4,183
CITIGROUP INC 4,418 5,289
CME GROUP, INC 3,339 3,919
CMS ENERGY CP 2,407 2,757
COMCAST CORP 3,405 3,049
CONOCOPHILLIPS 6,287 8,591
CORNING INC 2,017 4,986
CVS CAREMARK CORP 3,313 4,920
DANAHER CORP 7,437 8,511
DATADOG INC 1,009 1,047
DEERE CO 5,407 6,704
DIGITAL RLTY TR INC 1,891 1,819
DOMINION ENERGY INC 3,805 4,342
DOVER CORP 3,943 6,200
EATON CORP PLC 9,767 16,233
ELEVANCE HEALTH INC 4,710 4,774
ELI LILLY & CO 3,777 6,982
EOG RESOURCES INC 4,192 5,251
EQUINIX, INC 3,470 3,742
EXXON MOBIL CORP 9,782 11,071
FIDELITY NATIONAL INFORMATION 4,075 3,932
FIRST EAGLE GLOBAL FUND CLASS 138,575 182,519
GALLAGHER ARTHUR J & CO 2,649 4,172
GEN DYNAMICS CP 4,294 7,594
GOLDMAN SACHS GQG PARTNERS INT 219,388 249,682
GOLDMAN SACHS GROUP 4,109 6,103
GOLDMAN SACHS TREASURYACCESS 0 80,878 80,770
GRAINGER W W INC 2,518 4,531
HEWLETT PACKARD ENTERPRISE CO 3,987 4,981
HOME DEPOT INC 4,530 5,014
HONEYWELL INTL 5,430 6,191
INTERNATIONAL BUSINESS MACHINE 1,309 3,188
INTUIT 3,950 4,888
INTUITIVE SURGICAL 3,165 5,493
ISHARES TRUST RUSSELL 1000 GRO 76,301 130,060
ISHARES TRUST RUSSELL 1000 VAL 152,735 183,386
JOHNSON & JOHNSON 6,488 8,071
JP MORGAN CHASE 6,171 12,949
LAM RESEARCH CORP 780 2,160
LINDE PLC COM 6,185 8,350
LOWES COMPANIES INC 10,628 11,701
MARSH AND MCLENNAN COMPANIES I 7,437 9,291
MARVELL TECHNOLOGY, INC 1,253 1,464
MASTERCARD INC 5,588 8,834
MCDONALD'S CORP 10,282 12,572
MEDTRONIC PLC 2,821 2,989
MERCK & CO INC 4,206 4,746
META PLATFORMS INC 10,858 17,475
MICROSOFT CORP 21,137 46,890
MONDELEZ INTERNATIONAL INC 6,366 6,137
MONSTER BEVERAGE CORP 2,854 4,950
MORGAN STANLEY 5,121 12,427
MOTOROLA SOLUTIONS INC 3,469 6,749
NASDAQ OMX GROUP 4,472 4,439
NETFLIX INC 5,031 8,183
NEXTERA ENERGY, INC 9,110 11,776
NIKE INC-CL B 3,099 2,856
NORFOLK SOUTHERN CORP 6,157 7,761
NORTHROP GRUMMAN CORP 5,004 5,901
NVIDIA CORP 10,193 27,603
NXP SEMICONDUCTORS 3,487 4,082
ORACLE CORP 100 69
PACKAGING CORP AMER 1,780 1,926
PALO ALTO NETWORKS INC 2,969 4,739
PARKER HANNIFIN CP 2,187 5,795
PAYPAL HOLDINGS, INC 1,463 1,230
PEPSICO INC 5,990 5,957
PHILIP MORRIS INTL 9,774 16,405
PROCTER GAMBLE CO 4,631 4,686
PROGRESSIVE CORP OHIO 3,250 4,254
PROLOGIS 7,952 9,282
PRUDENTIAL TOTAL RETURN BD FD 169,743 174,652
PUBLIC SVC ENTERPRISE GROUP IN 1,991 2,941
QUEST DIAGNOSTICS 1,480 1,604
RAYTHEON TECHNOLOGIES CORP 5,931 11,444
REPUBLIC SVCS INC 1,105 1,921
S&P GLOBAL INC COM 6,740 9,726
SALESFORCE.COM 4,306 4,195
SEAGATE TECHNOLOGY HOLDINGS PL 2,425 8,262
SERVICE NOW 1,977 1,949
SHERWIN-WILLIAMS CO 2,767 3,407
SMURFIT 253 226
SOLSTICE ADVANCED MATERIALS IN 790 238
SPDR S&P 500 ETF TRUST 8,189 8,143
STARBUCKS CORP COM 3,420 3,252
STRYKER CORPORATION 1,982 3,102
SYNOPSYS, INC 3,123 3,279
TAIWAN SEMICONDUCTOR MFG CO LT 8,267 15,204
TESLA MOTORS INC 3,295 5,151
TEXAS INSTRUMENTS INC 7,296 7,374
THE BLACKSTONE GROUP INC CL A 3,699 4,112
THE COCA-COLA CO 3,149 4,155
THERMO FISHER SCIENTIFIC INC 3,206 3,919
TJX COMPANIES INC 6,709 14,508
TRANE TECHNOLOGIES PLC 2,523 5,189
TRAVELERS COMPANIES INC 1,776 2,450
UBER 2,497 3,426
UNION PACIFIC 11,666 11,853
UNITEDHEALTH GROUP INC 6,764 4,779
VANGUARD FTSE ALL-WORLD EX-US 140,253 172,562
VANGUARD ST BOND ETF 130,636 130,686
VENTAS INC 2,392 3,485
VERIZON COMMUNICATIONS 2,499 2,513
VERTEX PHARMCTLS INC 3,756 4,185
VISA INC 6,783 10,892
WAL-MART STORES INC 5,930 14,207
WALT DISNEY HOLDINGS CO 2,395 2,482
WEC ENERGY GROUP, INC 4,238 5,660
WELLS FARGO & CO 7,890 16,869
XCEL ENERGY INC 2,585 3,539
YUM BRANDS INC 2,389 2,731

TY 2025 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 10,876     10,876
Bank Charges 1 1    
State or Local Filing Fees 25     25


TY 2025 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 45 45  


TY 2025 OtherProfessionalFeesSchedule
Name:
The John and Shirley Nash Foundation
EIN:
26-1207686
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 20,216 20,216    


TY 2025 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 2025 1,100      
990-PF Extension for 2024 400      
Foreign Tax Paid 1 1