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Nonprofit · EIN 05-0504814

JONATHAN M NELSON FAMILY FOUNDATION

Tax-exempt · PROVIDENCE, RI 02903

Financials

$9.4M$5.9M2023$16.2M$10.7M2024
Revenue Expenses · by fiscal year end
Financials of JONATHAN M NELSON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$16,217,563$10,705,620$5,511,943$179,534,729$0$179,534,729
December 31, 2023990-PF$9,396,755$5,874,911$3,521,844$174,217,203$0$174,217,203
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$3,503,284
Interest
$608,436
Net gain from sales of assets
$12,394,791
Other income
-$288,948

Expenses

Grants and similar amounts paid
$8,814,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$8,814,750
Excise tax on investment income
$208,154

Balance sheet and other

Total assets, start of year
$174,217,203
Total assets, end of year
$179,534,729
Total liabilities, end of year
$0
Net assets, end of year
$179,534,729
Fair market value of assets
$217,818,032
Qualifying distributions
$8,814,750
Net investment income
$16,785,306

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JONATHAN M NELSON
50 KENNEDY PLAZA 18TH FLOOR, PROVIDENCE, RI 02903
DIRECTOR0$0
DAVID K DUFFELL
50 KENNEDY PLAZA 18TH FLOOR, PROVIDENCE, RI 02903
TRUSTEE0$0
JANE S NELSON
50 KENNEDY PLAZA 18TH FLOOR, PROVIDENCE, RI 02903
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JONATHAN M NELSON
50 KENNEDY PLAZA 18TH FLOOR, PROVIDENCE, RI 02903
DIRECTOR0$0
DAVID K DUFFELL
50 KENNEDY PLAZA 18TH FLOOR, PROVIDENCE, RI 02903
TRUSTEE0$0
JANE S NELSON
50 KENNEDY PLAZA 18TH FLOOR, PROVIDENCE, RI 02903
TRUSTEE0$0

Address and contacts

Address (IRS master file)
50 KENNEDY PLAZA 18TH FLOOR, PROVIDENCE, RI 02903-2393
In care of
% PROVIDENCE EQUITY PARTNERS INC
Signed the 990-PF
JONATHAN M NELSON, DIRECTOR
Phone
(401) 751-1700
Return prepared by
CBIZ ADVISORS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
05-0504814
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
Assets (IRS master file)
$179,534,729
Income (IRS master file)
$43,101,166

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$16,217,563$10,705,620$179,534,729XML
990-TDecember 2024–––IRS
990-PFDecember 2023$9,396,755$5,874,911$174,217,203XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 05-0504814).

Questions about JONATHAN M NELSON FAMILY FOUNDATION

What is the EIN of JONATHAN M NELSON FAMILY FOUNDATION?
The employer identification number (EIN) of JONATHAN M NELSON FAMILY FOUNDATION is 05-0504814.
Is JONATHAN M NELSON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to JONATHAN M NELSON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JONATHAN M NELSON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JONATHAN M NELSON FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JONATHAN M 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 2024.
Who are the officers and directors of JONATHAN M NELSON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does JONATHAN M NELSON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $16,217,563, expenses of $10,705,620 and total assets of $179,534,729 at year end.

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