2025-11-14T14:48:21-05:00 2024-12-31 814618897 HARRISON & ASSOCIATES CPAS PLLC 4700 4TH ST SW STE A MASON CITY IA 50401 990PF 2024-01-01 873928548 JD NELSON AND DEBRA NELSON CHARITABLE FOUNDATION JDNE PO BOX 607 CLEAR LAKE IA 50428 ANDREW NELSON PRESIDENT 7123690631 2025-11-10 true true TIMOTHY SCHUPICK CPA P00194748 6412437400 2025-11-14 2024 2025-03-06 01:10:19Z X 9067055 X 639000 139078 139078 139078 108555 108555 108555 141712 3311772 89410 67565 1028345 337043 315198 14400 3600 10800 930 465 465 33793 33793 1309 1309 117 117 50549 39284 11265 764500 764500 815049 39284 775765 213296 297759 315198 710460 765990 765989 7370780 8301066 8301066 8081240 9067056 9067055 0 X 8081240 9067056 8081240 9067056 8081240 9067056 8081240 213296 772520 9067056 9067056 LPL FINANCIAL 1901 P 2024-01-01 2024-12-31 549510 481945 67565 67565 LPL FINANCIAL 2452 P 2024-01-01 2024-12-31 750000 750000 LPL FINANCIAL 2452 P 2023-01-01 2024-12-31 1490000 1490000 LPL FINANCIAL 4236 P 2023-01-01 2024-12-31 310344 289030 21314 21314 LPL FINANCIAL 4236 P 2023-01-01 2024-12-31 99 99 89410 67565 4139 4139 4139 1385 5000 6385 X 32 2214 2214 false false false false false false false true true true false false false false true N/A ANDREW NELSON 7123690631 402 BIRCH CT CLEAR LAKE IA 50428 false false false false false false false false false false false false false false false false false false false false ANDREW NELSON 402 BIRCH CT CLEAR LAKE IA 50428 PRESIDENT 1.00 0 0 0 BRUCE OUVERSON 785 BRIARSTONE DR MASON CITY IA 50401 SECRETARY 1.00 7200 0 0 JERRY DAVIS 7 WILLIAMSBURG CIRCLE MASON CITY IA 50401 TREASURER 1.00 7200 0 0 SARA BRIGGS 1020 WILDWOOD CIRCLE CHASKA MN 55318 TRUSTEE 1.00 0 0 0 NONE NONE N/A 7980113 569082 0 8549195 8549195 128238 8420957 421048 421048 4139 4139 416909 416909 416909 775765 775765 416909 32830 41282 74112 775765 416909 358856 432968 0 432968 32830 41282 358856 ANDREW NELSON PO BOX 607 CLEAR LAKE IA 50428 6413572121 DREWANDJILLNELSON@GMAIL.COM NO STANDARDIZED FORMS ARE USED; LETTER OF REQUEST ONLY NONE NONE HAWKEYE HARVEST FOOD BANK 122 SOUTH ADAMS MASON CITY IA 50401 PC GENERAL SUPPORT 15000 PLYMOUTH BIBLE BAPTIST CHURCH 808 BROAD ST PLYMOUTH IA 50464 PC GENERAL SUPPORT 80000 SALVATION ARMY 747 VILLAGE GREEN DR MASON CITY IA 50401 PC GENERAL SUPPORT 12000 OPEN BIBLE CHURCH 509 SOUTH 17TH ST CLEAR LAKE IA 50428 PC GENERAL SUPPORT 59500 CLEAR LAKE COMMUNITY SHOOLS 1539 3RD AVE NORTH CLEAR LAKE IA 50428 PC GENERAL SUPPORT 27000 UNITED TO SERVE WITH PASSION & PURP POI BOX 869 CLEAR LAKE IA 50428 PC GENERAL SUPPORT 13000 WORLD HARVEST OUTREACH PO BOX 574 SHELL LAKE WI 54871 PC BLDG. FLOAT PLANE, HANGAR 65000 REDEEMER BIBLE CHURCH 16205 HWY 7 MINNETONKA MN 55345 PC CAPITAL IMPROVEMENTS 100000 CLEAR LAKE CLASSICAL 1310 HWY 18 WEST CLEAR LAKE IA 50428 GOV SCHOOL GRANT 50000 GOSERV GLOBAL INC PO BOX 193 EAGLE GROVE IA 50533 PC MOVING ASSISTANCE 30000 MASON CITY FAMILY YMCA 1840 S MONROE MASON CITY IA 50401 PC GENERAL SUPPORT 25000 BETHEL COLLEGE 3900 BETHEL DRIVE SAINT PAUL MN 55112 PC FINE ARTS DEP 15000 CHRISTIAN ASSN OF YOUTH MENTORING PO BOX 75635 WITCHTA KS 67275 PC UGANDA TRAINING CONFERENCE 15000 FREEDOM IN HIS GRACE PO BOX 262 MASON CITY IA 50402 PC WOMENS' SHELTER 5000 SERVING WORKERS FOR THE HARVEST PO BOX 247 RIVERVIEW FL 33568 PC GENERAL SUPPORT 5000 SOUTHWEST CHRISTIAN HIGH SCHOOL 1981 BAVARIA RD CHASKA MN 55318 PC BUILDING CAMPAIGN 25000 TOGETHER FOR GOOD 1407 CLEVELAND AVE N SAINT PAUL MN 55108 PC FAMILIES IN CRISIS 20000 CLEAR LAKE BOOSTER CLUB PO BOX 376 CLEAR LAKE IA 50428 PC GENERAL SUPPORT 3000 RIVER CITY COMMUNITY CHURCH 2130 N OLIVER WICHITA KS 67208 PC TECH UPGRADES 25000 ST JOHNS LUTHERAN SCHOOL 300 EAST 4TH ST CHASKA MN 55318 PC CAPITAL CAMPAIGN 25000 TRINITY ACADEMY INC 12345 E 21ST ST N WICHITA KS 67206 PC SECURITY VEHICLE 50000 CHEER FUND PO BOX 28 MASON CITY IA 50402 PC GENERAL SUPPORT 5000 INFAITH 145 JOHN ROBERT THOMAS DR EXTON PA 19341 PC ASHLEY COLMAN 50000 YOUTH HORIZONS 125 S WASHINGTON STE 200 WICHITA KS 67202 PC GENERAL SUPPORT 25000 FELLOWSHIP OF CHRISTIAN ATHLETES 1502 FAIRMOUNT ST WICHITA KS 67208 PC GENERAL SUPPORT 20000 764500 14 139078 14 108555 14 141712 389345 389345 false false false false false false false false false false X X 1 LESLIE NELSON TRUST PO BOX 607 MASON CITY IA 50401 639000 X ACCOUNTING FEE 930 465 465 3 LPL FINANCIAL 1901 2023-01 PURCHASE 2024-12 211288 158986 52302 LAMONT FINANCIAL GROUP - ACCT 4358 2523771 2523771 LAMONT FINANCIAL GROUP - ACCT 2452 2740303 2740303 LAMONT FINANCIAL GROUP - ACCT 1901 3036992 3036992 INVESTMENTS - OTHER EXPENSES DEDUCTIONS FROM TRUST 117 117 UNREALIZED GAIN ON INVESTMENTS 772520 INVESTMENT FEES 33793 33793 FOREIGN TAX PAID 1309 1309