2022-09-14T16:02:55-05:00 2021-12-31 204193611 Batts Morrison Wales & Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990PF 2021-01-01 205319663 Wayne and Marilyn Nelson Foundation WAYN 4076825448 PO Box 917730 Longwood FL 327917730 Wayne Nelson Director 4076825448 2022-08-31 1 Wayne Nelson 999009999 Kaylyn A Varnum P01691975 4077706000 2022-08-31 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 11872348 X 1000000 59103 59103 -1378569 2041109 0 1543 0 -317923 59103 0 0 0 25518 6131 18386 94146 94146 0 65000 0 0 14263 0 27 198927 100277 18413 601250 599250 800177 100277 617663 -1118100 0 24017 5829935 5829935 0 4999656 4999656 12276103 0 0 706027 1042757 1042757 13006147 11872348 11872348 0 0 X 13006147 11872348 0 0 0 0 13006147 11872348 13006147 11872348 13006147 -1118100 0 11888047 15699 11872348 Mar 21 CBT UL T-Bonds Futures Contracts P 2020-11-25 2021-02-24 934000 -934000 -934000 Mar 21 CBT T-Bonds Futures Contracts P 2020-11-25 2021-02-24 1114500 -1114500 -1114500 Jun 21 CBT UL T-Bonds Futures Contracts P 2021-02-23 2021-05-25 205258 -205258 -205258 Jun 21 CBT T-Bonds Futures Contracts P 2021-02-23 2021-05-25 301500 -301500 -301500 Sep 21 CBT UL T-Bonds Futures Contracts P 2021-05-25 2021-08-24 787617 787617 787617 Sep 21 CBT T-Bonds Futures Contracts P 2021-05-25 2021-08-24 930750 930750 930750 Dec 21 CBT T-Bonds Future Contracts P 2021-08-24 2021-10-29 388500 -388500 -388500 Dec 21 CBT UL T-Bonds Futures Contracts P 2021-08-24 2021-11-23 229125 -229125 -229125 Dec 21 CBT T-Bonds Futures Contracts P 2021-08-24 2021-11-23 246795 -246795 -246795 Section 1256 Contracts Marked to Market P 322742 322742 322742 -1378569 0 0 0 0 0 17654 0 0 0 17654 0 17654 17654 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 0 0 0 0 1 N/A The Organization 4076825448 811 Sweetwater Club Blvd Longwood FL 32779 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Wayne R Nelson PO Box 917730 Longwood FL 32791 Director 20.00 0 0 0 Marilyn Nelson PO Box 917730 Longwood FL 32791 Director 25.00 0 0 0 Christine Ratledge PO Box 917730 Longwood FL 32791 Director 5.00 0 0 0 NONE 0 NONE 0 0 3805753 7156117 720015 11681885 0 0 11681885 175228 11506657 575333 575333 0 575333 0 575333 0 575333 617663 0 617663 575333 481024 2019 115572 0 617663 481024 115572 0 21067 0 0 0 0 0 0 0 0 554266 0 0 0 Wayne R Nelson Marilyn Nelson X Saint Andrew's Chapel Inc 5525 Wayside Drive Sanford FL 32771 PC General Fund 36000 United People in Christ Inc 789 Douglas Ave Altamonte Springs FL 32714 PF General Fund 2000 University of Chicago 6054 S Drexel Ave Suite 300 Chicago IL 60637 PC General Fund 500 Toller Rescue Inc PO Box 250 Newark DE 19715 PC General Fund 100 Hillsdale College 33 E College St Hillsdale MI 49242 PC General Fund 400000 Sacred Heart Monastery 6889 S Lovers Lane Rd Franklin WI 53132 PC General Fund 250 Calvary Baptist Church 134 S Peace Haven Rd WinstonSalem NC 27104 PC General Fund 150000 Bridgman Public Library 4460 Lake Street Bridgman MI 49106 GOV General Fund 300 Province of St Joseph of the Capuchin Order 301 Church Street Mt Calvary WI 53057 PC General Fund 100 Greek Orthodox Metropolis of Detroit 2560 Crooks Rd Troy MI 48084 PC General Fund 10000 Marshall County Humane Society Incorporated PO Box 22 Plymouth IN 46563 PC General Fund 2000 601250 0 14 59103 901101 1543 18 -1378569 1543 -1319466 0 -1317923 0 0 0 0 0 0 0 0 0 0 X X 1 Wayne and Marilyn Nelson 811 Sweetwater Club Blvd Longwood FL 32779 1000000 X Accounting Fees 25518 6131 18386 Section 4942(h) ElectionAs to the Treatment of Qualifying DistributionsWayne and Marilyn Nelson FoundationEIN: 20-5319663P.O. Box 917730Longwood, FL 32791Tax Year Ended December 31, 2021Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the Foundation hereby elects to treat $115,572 of current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of the undistributed income from the December 31, 2019 tax year. United People in Christ Inc 789 Douglas Avenue Altamonte Springs FL 327142573 2021-10-27 2000 The granted funds were used to provide assistance to poor and needy Christians (regardless of denomination) in the Middle East in the form of food, clothing, medicine, or financial assistance; to provide financial assistance to existing charities or churches in the Middle East who care for the elderly, homeless, and mentally ill; and to provide financial assistance to existing churches and charities in the Middle East who care for orphans. 2000 No diversion of funds from the purpose of the grant. April 2022 4999656 4999656 0 0 Investment in Limited Partnership FMV 20015 20015 Ferrari 365 FMV 700000 700000 Futures Contracts FMV 322742 322742 Prior Period Adjustment 8080 Unrealized Loss on Investment 7619 Postage 27 0 27 Miscellaneous Partnership Adjustment 13527 0 0 Intangible Drilling Costs 594 0 0 Oil and Gas Depletion 115 0 0 Limited Partnership Investment Income 1543 0 1543 Investment Advisory Fees 94146 94146 0 Federal Excise Tax 65000 0 0