Carl A Nelson Charitable Foundation
Carl A Nelson Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BURLINGTON, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $140K in total assets. In 2024, it awarded 24 grants totaling $18K. Net investment income was $756.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$140K
+10.0% YoY
Annual Giving
$18K
-6.7% YoY
Grant Count
24
-4.0% YoY
Avg Grant Size
$738.333
-2.9% YoY
Under IRS private-foundation payout rules, Carl A Nelson Charitable Foundation reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.
About Carl A Nelson Charitable Foundation
Based on IRS filings
Carl A Nelson Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BURLINGTON, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $140K in total assets. In 2024, it awarded 24 grants totaling $18K. Net investment income was $756.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $139,641 | $126,958 | $103,707 |
| Revenue | $30,545 | $42,387 | $25,503 |
| Expenses | $17,862 | $19,136 | $23,809 |
| Qualifying Distributions | $17,720 | $19,000 | $23,690 |
| Net Investment Income | $756 | $564 | $148 |
| Distributable Amount | $6,296 | $5,194 | $4,916 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
109 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Carsen Jones ($2,000), Younghouse Family Services ($1,900), Burlington Area Ymca ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| YOUNGHOUSE FAMILY SERVICES BURLINGTON, IA | SOCIAL ASSISTANCE | $1,900 |
| BURLINGTON AREA YMCA BURLINGTON, IA | SOCIAL ASSISTANCE | $1,500 |
| FORT MADISON FAMILY YMCA FORT MADISON, IA | SOCIAL ASSISTANCE | $1,500 |
| YMCA OF WASHINGTON COUNTY IOWA WASHINGTON, IA | SOCIAL ASSISTANCE | $1,500 |
| HAIR HATS & MORE WEST BURLINGTON, IA | SOCIAL ASSISTANCE | $1,000 |
| BURLINGTON BUILDING BRIDGES BURLINGTON, IA | SOCIAL ASSISTANCE | $1,000 |
| SE IOWA REGIONAL HOSPICE WEST BURLINGTON, IA | SOCIAL ASSISTANCE | $750 |
| BURLINGTON AREA HOMELESS SHELTER BURLINGTON, IA | SOCIAL ASSISTANCE | $750 |
| HOPE HAVEN AREA DEVELOPMENT BURLINGTON, IA | SOCIAL ASSISTANCE | $500 |
| SALVATION ARMY BURLINGTON, IA | SOCIAL ASSISTANCE | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHRIS M SMITH | President | 1 | — |
| JAMES MALETTA | Vice President | 1 | — |
| THOMAS J JONES | SecretaryTreasurer | 1 | — |
| CHARLIE CARLSON | Director | 1 | — |
| DAN CULP | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carl A Nelson Charitable Foundation?
Carl A Nelson Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BURLINGTON, IA. It holds $140K in total assets as of 2024.
How large is Carl A Nelson Charitable Foundation?
As of 2024, Carl A Nelson Charitable Foundation holds $140K in total assets with $31K in annual revenue. It awarded 24 grants totaling $18K in 2024.
Where does Carl A Nelson Charitable Foundation operate?
Carl A Nelson Charitable Foundation has awarded grants in District of Columbia, Iowa, Illinois.
What size grants does Carl A Nelson Charitable Foundation award?
In 2024, Carl A Nelson Charitable Foundation awarded 24 grants totaling $18K — an average of about $738.333 per grant, based on its IRS Form 990 filings.
How much is Carl A Nelson Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carl A Nelson Charitable Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carl A Nelson Charitable Foundation's EIN?
Carl A Nelson Charitable Foundation's EIN (Employer Identification Number) is 20-1713123. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Carl A Nelson Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.