Fred D & Virginia L Nelson Endowment Trust

Private foundation · Grantmaker Saint Louis, MO EIN: 75-6467337

Fred D & Virginia L Nelson Endowment Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $739K in total assets. In 2025, it awarded 2 grants totaling $40K. Net investment income was $42K.

Key facts about Fred D & Virginia L Nelson Endowment Trust

In short: Fred D & Virginia L Nelson Endowment Trust gave $40K across 2 grants in 2025 (avg $20K), mostly in Texas. Source: 2025 IRS Form 990-PF.

EIN
75-6467337
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$40,000
Grants made (2025)
2
Average grant
$20,000
Median grant
$20,000
Total assets
$739,372
Primary geography
Texas (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$739K

-0.3% YoY

Annual Giving

$40K

+6.7% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$20K

+6.7% YoY

Under IRS private-foundation payout rules, Fred D & Virginia L Nelson Endowment Trust reported a distributable amount of $45K for 2025 — the minimum it must pay out in qualifying distributions.

How Fred D & Virginia L Nelson Endowment Trust gives

  • Giving held roughly steady from 2022 to 2025 (−9%). Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

AmarilloLevelland

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $37K (2021) to $44K (2022). In 2025 it made 2 grants totaling $40K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Cal Farleys Boys Ranch: $20KCal Farleys Boys Ranch$20KSouth Plains College: $20KSouth Plains College$20K

The largest 2025 recipient was Cal Farleys Boys Ranch ($20K). Together the top 2 received $40K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cal Farleys Boys Ranch Amarillo, TXGeneral Operating$20,000
South Plains College Levelland, TXGeneral Operating$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$739,372$741,501$749,513
Revenue$54,710$43,331$23,597
Expenses$56,238$52,074$53,645
Qualifying Distributions$42,557$39,917$42,409
Net Investment Income$41,703$30,624$12,635
Distributable Amount$44,632$42,819$39,952

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)

Leadership & Key People

Officers and directors from IRS filings

Fred D & Virginia L Nelson Endowment Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $12K (2019) → $14K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Wells Fargo Bank N a — Trustee: $14KWells Fargo Bank N aTrustee$14K

The highest reported compensation on the 2025 filing was $14K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about Fred D & Virginia L Nelson Endowment Trust

How much does Fred D & Virginia L Nelson Endowment Trust give each year?

Fred D & Virginia L Nelson Endowment Trust gave $40K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 2 grants.

How large is Fred D & Virginia L Nelson Endowment Trust?

Fred D & Virginia L Nelson Endowment Trust reported $739K in total assets on its 2025 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $45K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Fred D & Virginia L Nelson Endowment Trust operate?

Fred D & Virginia L Nelson Endowment Trust has awarded grants in Texas.

What is Fred D & Virginia L Nelson Endowment Trust's EIN?

Fred D & Virginia L Nelson Endowment Trust's EIN (Employer Identification Number) is 75-6467337. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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