Helen M Nelson Charitable Trust
Helen M Nelson Charitable Trust is a private foundation, based in Mobile, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 6 grants totaling $87K. Net investment income was $82K.
Helen M Nelson Charitable Trust at a glance
In short: Helen M Nelson Charitable Trust gave $87K across 6 grants in 2024 (avg $14K), mostly in Alabama. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $86,774
- +8.6% vs 2023
- Grants made (2024)
- 6
- +0.0% vs 2023
- Average grant
- $14,462
- +8.6% vs 2023
- Median grant
- $17,355
- Total assets
- $1,476,662
- +0.6% vs 2023
- Primary geography
- Alabama (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Helen M Nelson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Exchange Club Family Center ($22K). Together the top 6 received $87K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
States
Cities
How Helen M Nelson Charitable Trust gives
- Giving grew 94% from 2021 to 2024. Method
- In 2024 it paid out 126% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $45K (2021) to $87K (2024). In 2024 it made 6 grants totaling $87K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Exchange Club Family Center Mobile, AL | Prevent Child Abuse | $21,693 |
| Penelope House Mobile, AL | Support Abused Spouses & Kids | $21,693 |
| 9518 Mobile, AL | Scholarships for the Needy | $17,355 |
| University of South Alabama Mobile, AL | Scholarships for the Needy | $17,355 |
| United Way of South West Alabama Mobile, AL | Unrestricted Charitable Use | $4,339 |
| The Community Foundation Mobile, AL | Unrestricted Charitable Use | $4,339 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,476,662 | $95,435 | $100,767 | $86,774 | 6 | $95,774 | $82,183 | $75,749 |
| 2023 | $1,468,136 | $72,472 | $91,161 | $79,908 | 6 | $88,908 | $71,118 | $75,773 |
| 2022 | $1,456,681 | $66,926 | $59,642 | $47,590 | 6 | $55,590 | $61,517 | $77,908 |
| 2021 | $1,450,524 | $73,774 | $59,425 | $44,830 | 6 | $44,830 | $43,091 | $76,801 |
| 2020 | $1,479,370 | $93,565 | $94,367 | $80,340 | 6 | — | $78,818 | $72,241 |
Under IRS private-foundation payout rules, Helen M Nelson Charitable Trust reported a distributable amount of $76K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen M Nelson Charitable Trust is led by Michael D. Langan, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
Michael D. Langan
Trustee
On filings since 2020
10 hrs/week
$11K (2020) → $9K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $9K, to Michael D Langan (Trustee).
Frequently asked questions about Helen M Nelson Charitable Trust
How much does Helen M Nelson Charitable Trust give each year?
Helen M Nelson Charitable Trust gave $87K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $80K across 6 grants.
What is Helen M Nelson Charitable Trust's typical grant size?
Helen M Nelson Charitable Trust's median grant in 2024 was $17,355, and its average grant was $14,462, across 6 grants on its 2024 IRS Form 990-PF.
Where does Helen M Nelson Charitable Trust give grants?
Helen M Nelson Charitable Trust gives mostly in Alabama: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mobile, AL (6 grants).
Does Helen M Nelson Charitable Trust give general operating support?
Yes: 33% of Helen M Nelson Charitable Trust's 2024 grants with a stated purpose (2 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Helen M Nelson Charitable Trust's largest grantees?
Helen M Nelson Charitable Trust's largest 2024 grantees include Exchange Club Family Center ($21,693), Penelope House ($21,693) and 9518 ($17,355), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.
How large is Helen M Nelson Charitable Trust?
Helen M Nelson Charitable Trust reported $1.5M in total assets on its 2024 IRS Form 990-PF. It paid out $96K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets).
What is Helen M Nelson Charitable Trust's EIN?
Helen M Nelson Charitable Trust's EIN (Employer Identification Number) is 41-6526908. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 28, 2025)
- IRS filings on file for fiscal years 2020–2024
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