Nonprofit · EIN 04-6896202
JOHN AND JUDITH NELSON FAMILY FOUNDATION
Also known as NELSON JOHN & JUDITH TTEE
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $38,303 | $134,409 | -$96,106 | $1,172,095 | $2,000 | $1,170,095 |
| December 31, 2024 | 990-PF | -$384 | $104,148 | -$104,532 | $1,267,876 | $0 | $1,267,876 |
| December 31, 2023 | 990-PF | $16,602 | $123,538 | -$106,936 | $1,371,926 | $0 | $1,371,926 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $58,841
- Net gain from sales of assets
- -$20,538
Expenses
- Grants and similar amounts paid
- $126,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $126,250
- Excise tax on investment income
- $713
Balance sheet and other
- Total assets, start of year
- $1,267,876
- Total assets, end of year
- $1,172,095
- Total liabilities, end of year
- $2,000
- Net assets, end of year
- $1,170,095
- Fair market value of assets
- $1,164,592
- Qualifying distributions
- $126,250
- Net investment income
- $58,841
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER NELSON 83 LOG CABIN DRIVE PO BOX 35, MAGGIE VALLEY, NC 28751 | TRUSTEE | 1 | $0 |
| SCOTT NELSON 10 REFLECTION POINT, BLUFFTON, SC 29910 | TRUSTEE | 1 | $0 |
| MICHAEL NELSON 550 HALL ROAD, BARRINGTON, NH 03825 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER NELSON 83 LOG CABIN DRIVE PO BOX 35, MAGGIE VALLEY, NC 28751 | TRUSTEE | 1 | $0 |
| SCOTT NELSON 10 REFLECTION POINT, BLUFFTON, SC 29910 | TRUSTEE | 1 | $0 |
| MICHAEL NELSON 550 HALL ROAD, BARRINGTON, NH 03825 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER NELSON 15 PRESQUE ISLE WAY, ASHEVILLE, NC 28803 | TRUSTEE | 1 | $0 |
| SCOTT NELSON 10 REFLECTION POINT, BLUFFTON, SC 29910 | TRUSTEE | 1 | $0 |
| MICHAEL NELSON 550 HALL ROAD, BARRINGTON, NH 03825 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108-4414
- In care of
- % THE COLONY GROUP
- Signed the 990-PF
- CHRISTOPHER NELSON, TRUSTEE
- Phone
- (617) 723-8200
- Return prepared by
- FOCUS PARTNERS WEALTH LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6896202
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,172,095
- Income (IRS master file)
- $312,331
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $38,303 | $134,409 | $1,172,095 | IRS |
| 990-PF | December 2024 | -$384 | $104,148 | $1,267,876 | IRS |
| 990-PF | December 2023 | $16,602 | $123,538 | $1,371,926 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6896202).
Questions about JOHN AND JUDITH NELSON FAMILY FOUNDATION
- What is the EIN of JOHN AND JUDITH NELSON FAMILY FOUNDATION?
- The employer identification number (EIN) of JOHN AND JUDITH NELSON FAMILY FOUNDATION is 04-6896202.
- Is JOHN AND JUDITH NELSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to JOHN AND JUDITH NELSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND JUDITH NELSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND JUDITH NELSON FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN AND JUDITH NELSON FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOHN AND JUDITH NELSON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOHN AND JUDITH NELSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,303, expenses of $134,409 and total assets of $1,172,095 at year end.
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