Harvey Nelson Char Tr
Harvey Nelson Char Tr is a private foundation located in Chicago, Illinois. Its 2025 filing reports 24 grants totaling $59,032, with the filing stating that contributions are limited to charitable organizations in Wausau.
Harvey Nelson Char Tr at a glance
In short: Harvey Nelson Char Tr gave $59K across 24 grants in 2025 (avg $2K), mostly in Wisconsin. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $59,032
- +6.2% vs 2024
- Grants made (2025)
- 24
- -4.0% vs 2024
- Average grant
- $2,460
- +10.6% vs 2024
- Median grant
- $2,000
- Total assets
- $1,198,756
- +0.9% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 24, 2025; small sample)
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Harvey Nelson Char Tr
- How to Apply
-
The filing says the foundation does not restrict giving to preselected organizations. It instructs applicants to submit a short letter explaining the organization’s purpose and how the grant would be used. Contributions are limited to charitable organizations in Wausau.
- Review Cycle
- None stated.
- Deadline
- None stated.
- Contact
Application contact: Colleen Gostisha Bmo Harris Bank N
Mailing address: 320 S Canal St Fl 12, Chicago, IL 60606
Phone: (715) 845-3121
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Harvey Nelson Char Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Marathon County Child ($6K). Together the top 10 received $35K.
Grant Size Distribution
129 grants across all recorded years
The most common grant size was under $50K: 129 grants of 129 (100%).
Geographic Focus
Where this funder awards grants
The filing states that contributions are limited to charitable organizations in Wausau. All reported 2025 grant dollars went to recipients in Wisconsin.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
States
Cities
Is Harvey Nelson Char Tr open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 24 grantees (0%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $56K (2024) to $68K (2022). In 2025 it made 24 grants totaling $59K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marathon County Child Wausau, WI | Program Support | $6,000 |
| D C Everest Senior High School Schoefield, WI | Program Support | $4,000 |
| Wausau West High School Wausau, WI | Program Support | $4,000 |
| Boys & Girls Club of Wausa Wausau, WI | Program Support | $4,000 |
| Wausau East High School Wausau, WI | Program Support | $4,000 |
| Wausau Conservatory of Music Wausau, WI | Program Support | $2,532 |
| Marathon County Park Fdn Wausau, WI | Program Support | $2,500 |
| Monk Botanical Gardens Wausau, WI | Program Support | $2,500 |
| Habitat for Humanity of Wausau Inc Weston, WI | Program Support | $2,500 |
| Junior Achievement of WI-Northcentral Wausau, WI | Program Support | $2,500 |
Ready to take the next step with Harvey Nelson Char Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,198,756 | $90,181 | $79,335 | $59,032 | 24 | $68,101 | $66,578 | $70,064 |
| 2024 | $1,187,985 | $106,678 | $74,752 | $55,595 | 25 | $64,457 | $82,982 | $67,894 |
| 2023 | $1,156,207 | $66,232 | $75,537 | $59,250 | 26 | $67,118 | $42,167 | $63,477 |
| 2022 | $1,165,690 | $30,267 | $87,415 | $68,491 | 27 | $76,199 | $11,061 | $66,944 |
| 2021 | $1,223,545 | $157,549 | $76,754 | $59,400 | 27 | $67,668 | $139,491 | $76,768 |
| 2020 | $1,142,502 | $62,663 | $75,423 | $58,975 | 31 | — | $44,405 | $67,076 |
| 2019 | $1,155,234 | $96,075 | $77,269 | $60,285 | 29 | — | $87,426 | $66,699 |
Under IRS private-foundation payout rules, Harvey Nelson Char Tr reported a distributable amount of $70K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state a mission for the foundation. Its 2025 grants went to organizations including schools, arts and cultural groups, community organizations, and other charitable organizations.
Grantees describe their own missions in varied terms. Habitat for Humanity of Wausau says it brings people together to build homes, communities, and hope. Performing Arts Foundation says it enriches lives through diverse cultural experiences. Mosaic of North Central Wisconsin says it works toward a community where differences are embraced and people feel connected, supported, and a sense of belonging. Center for the Visual Arts describes its work as enhancing community vitality through art classes, gallery exhibits, and community programs.
Grantmaking
In 2025, the foundation gave $59,032 through 24 grants. Awards ranged from $1,000 to $6,000, with a median grant of $2,000. The largest listed awards were $6,000 to Marathon County Child; $4,000 each to D.C. Everest Senior High School, Wausau West High School, Boys & Girls Club of Wausau, and Wausau East High School. Other listed awards included $2,532 to Wausau Conservatory of Music and $2,500 each to Marathon County Park Foundation, Monk Botanical Gardens, Habitat for Humanity of Wausau, Junior Achievement of WI-Northcentral, and Performing Arts Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists BMO Bank N.A. as trustee.
Harvey Nelson Char Tr's only listed officer is BMO Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
BMO Bank N A
Trustee
On filings since 2023
1 hr/week
$15K (2023) → $18K (2025)
Former officers (1)
- Former: BMO Harris Bank NA (2019–2022) — Trustee
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
The highest reported compensation on the 2025 filing was $18K, to BMO Bank N a (Trustee).
Frequently asked questions about Harvey Nelson Char Tr
How much does Harvey Nelson Char Tr give each year?
Harvey Nelson Char Tr gave $59K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $56K across 25 grants.
What is Harvey Nelson Char Tr's typical grant size?
Harvey Nelson Char Tr's median grant in 2025 was $2,000, and its average grant was $2,460, across 24 grants on its 2025 IRS Form 990-PF.
Where does Harvey Nelson Char Tr give grants?
Harvey Nelson Char Tr gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Wausau, WI (19 grants) and Weston, WI (2 grants).
Does Harvey Nelson Char Tr give general operating support?
Not in 2025: none of the 24 grants with a stated purpose on Harvey Nelson Char Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (24 grants).
Who are Harvey Nelson Char Tr's largest grantees?
Harvey Nelson Char Tr's largest 2025 grantees include Marathon County Child ($6,000), D C Everest Senior High School ($4,000) and Wausau West High School ($4,000), according to its 2025 IRS Form 990-PF. Together they received 24% of its itemized 2025 grant dollars.
How large is Harvey Nelson Char Tr?
Harvey Nelson Char Tr reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $70K (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.
What does Harvey Nelson Char Tr fund?
The available information does not state a mission for the foundation. Its 2025 grants went to organizations including schools, arts and cultural groups, community organizations, and other charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Harvey Nelson Char Tr?
The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Harvey Nelson Char Tr's EIN?
Harvey Nelson Char Tr's EIN (Employer Identification Number) is 39-6307373. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2019–2024
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Cite this profile
Grantable. (2026). Harvey Nelson Char Tr funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/harvey-nelson-char-tr-morg_dde7c598ca094901af4d883de879513d
BibTeX
@misc{grantable_396307373_2026,
author = {{Grantable}},
title = {{Harvey Nelson Char Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/harvey-nelson-char-tr-morg_dde7c598ca094901af4d883de879513d},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Harvey Nelson Char Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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