Cause IQ organization profile

Marion G and Barbara W Nelson Foundation

Form 990s | Financials | Vendors | Peers

Marion G and Barbara W Nelson Foundation is a private foundation based in Springfield, IL that was founded in 1990. As of 2019 they had $857,186 in revenue and $14 million in assets.

Marion G and Barbara W Nelson Foundation makes grants to other organizations, such as $66,000 to The University of Florida Foundation for "Charitable Purposes"; and $60,000 to Bay Education Foundation for "Charitable Purposes".

Previous legal names or variations of their name include: Nelson Marion G Ttee.

EIN:

59-6930956

City:

Springfield

State:

Illinois

Founded:

1990

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$857,186

Assets:

$14,752,434

Fiscal year end:

December

Revenue trends:

Asset trends:

Form 990s for Marion G and Barbara W Nelson Foundation

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Jun 19, 2019	990PF	View PDF
2017-12	Oct 16, 2018	990PF	View PDF
2016-12	Sep 25, 2017	990PF	View PDF
2015-12	May 27, 2016	990PF	View PDF
2015-11	Apr 29, 2016	990PF	View PDF
...and four more Form 990 PDFs

Financials for Marion G and Barbara W Nelson Foundation

Field	2018	2017	% Change
Total grants, contributions, etc.	$0	$0
Investment income and dividends	$508,940	$464,916	9.5%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$348,246	$417,069	-16.5%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$0	$0
Total revenues	$857,186	$881,985	-2.8%

Field	2018	2017	% Change
Compensation of current officers, etc.	$64,813	$56,000	15.7%
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Legal fees	$0	$0
Accounting fees	$3,451	$2,326	48.4%
Other fee-for-service	$94,375	$92,155	2.4%
Interest	$0	$0
Depreciation, amortization, etc.	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$151,000	$466,118	-67.6%
All other expenses	$17,520	$16,989	3.1%
Total expenses	$331,159	$633,588	-47.7%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$206,777	$143,561	44.0%
Savings, short-term investments, etc.	$710,629	$252,751	181.2%
Accounts receivable	$0	$0
Pledges and grants receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Investments in government obligations	$0	$0
Investments in corporate stock	$5,665,415	$4,628,389	22.4%
Investments in corporate bonds	$8,169,613	$9,201,706	-11.2%
Investments in land, buildings, and equipment	$0	$0
Investments in mortgage loans	$0	$0
Other types of investments	$0	$0
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$0	$0
Total assets	$14,752,434	$14,226,407	3.7%

Field	2018	2017
Accounts payable and accrued expenses	$0	$0
Grants payable	$0	$0
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$0	$0

Field	2018	2017	% Change
Unrestricted net assets	$14,752,434	$14,226,407	3.7%
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Marion G and Barbara W Nelson Foundation

Vendor	Services	Amount paid	Date
Kerber Eck and Braeckel LLP	Tax accounting		2019-05-10
█████ ██████ ███ █████ ███	Tax accounting		2015-05-27

Peer private foundations

	Name	Type	Revenue	Location
1	Sulzer Family Foundation	501(c)(3)	$428,343	Chicago, IL
2	Marie C and Joseph C Wilson Foundation	501(c)(3)	$1.0 million	Chicago, IL
3	Healthcare Foundation of Northern Lake County	501(c)(3)	$3.3 million	Waukegan, IL
4	Doris and Victor Day Foundation	501(c)(3)	$788,945	Rock Island, IL
5	Maxwell M Corpening JR Memorial Trust	501(c)(3)	$1.0 million	Chicago, IL
6	Barney Family Foundation Robert T Napier Harrison and Held	501(c)(3)	$1.8 million	Chicago, IL
7	The Walter S and Lucienne B Driskill Foundation	501(c)(3)	$1.9 million	Naperville, IL
8	Lynn and Louis Wolfson Ii Family Foundation	501(c)(3)	$666,824	Chicago, IL
9	Wayland Educational Foundation XXXXX7006	501(c)(3)	$448,978	Chicago, IL
10	O J Cloughly Educational Foundation	501(c)(3)	$312,849	Chicago, IL
11	The Joseph M Bryan Foundation	501(c)(3)	$3.8 million	Greensboro, NC
12	Hoyt Foundation	501(c)(3)	$3.1 million	New Castle, PA
13	Wayne Duddlesten Foundation	501(c)(3)	$2.1 million	Houston, TX
14	SBM Charitable Foundation	501(c)(3)	$1.8 million	Manchester, CT
15	Bruce G Geary Foundation	501(c)(3)	$2.3 million	Staten Island, NY
16	The Al Sherman Foundation	501(c)(3)	$356,955	Cottonwood, AZ
17	Willmott J Truw L Willmott S	501(c)(3)	$286,352	Pittsburgh, PA
18	The Dibner Charitable Trust of Massachusetts	501(c)(3)	$1.5 million	Saratoga Springs, NY
19	The Toshizo Watanabe Foundation	501(c)(3)	$651,184	Irvine, CA
20	S and Josephina Lurje Memorial Foundation	501(c)(3)	$765,176	New York, NY
21	The Simpson Foundation	501(c)(3)	$622,826	Kansas City, MO
22	Indima Foundation	501(c)(3)	$498,545	Oak Brook, IL
23	The Dietrich W Botstiber Foundation	501(c)(3)	$2.5 million	Media, PA
24	The Roundhouse Foundation	501(c)(3)	$2.6 million	Sisters, OR
25	The Virginia and Alfred Harrell Foundation	501(c)(3)	$1.9 million	Bakersfield, CA

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Cause IQ organization profile

Marion G and Barbara W Nelson Foundation

Form 990s for Marion G and Barbara W Nelson Foundation

Financials for Marion G and Barbara W Nelson Foundation

Vendors for Marion G and Barbara W Nelson Foundation

Peer private foundations

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