Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008

Private foundation · Grantmaker Bordentown, NJ EIN: 27-6409783

Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 is a private foundation focused on Education, based in Bordentown, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 4 grants totaling $56K. Net investment income was $42K.

Key facts about Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008

In short: Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 gave $56K across 4 grants in 2025 (avg $14K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
27-6409783
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$55,500
Grants made (2025)
4
Average grant
$13,875
Median grant
$2,000
Total assets
$1,862,525
Primary geography
Massachusetts (90% 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

$1.9M

+3.7% YoY

Annual Giving

$56K

+2.8% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$14K

-22.9% YoY

Under IRS private-foundation payout rules, Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 reported a distributable amount of $90K for 2025 — the minimum it must pay out in qualifying distributions.

How Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 gives

  • Giving grew 73% from 2022 to 2025. Method
  • In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). 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

3states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

WorcesterBurlingtonWrightstownRoeblingBordentownPoint LookoutHedding

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants2019 1 grant2020 2 grants2021 3 grants2022 3 grants2023 3 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $20K (2020) to $72K (2023). In 2025 it made 4 grants totaling $56K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Clark University: $50KClark University$50KArrmed Forces Heritage House Inc: $2KArrmed Forces Heritage HouseInc$2KRoebling Historical Society: $2KRoebling Historical Society$2KMilitary Officers of America NJ Lak: $2KMilitary Officers of AmericaNJ Lak$2K

The largest 2025 recipient was Clark University ($50K). Together the top 4 received $56K.

Grant Size Distribution

15 grants across all recorded years

12<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 15 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Clark University Worcester, MAScholarship Distributions$50,000
Arrmed Forces Heritage House Inc Burlington, NJScholarship Distributions$2,000
Roebling Historical Society Roebling, NJScholarship Distributions$2,000
Military Officers of America NJ Lak Wrightstown, NJScholarship Distributions$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,862,525$1,796,867$1,836,305
Revenue$76,656$73,117$57,461
Expenses$125,975$129,476$149,749
Qualifying Distributions$90,438$88,619$102,000
Net Investment Income$41,719$32,260$10,153
Distributable Amount$89,548$89,019$90,297

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 27, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 22, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 7, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 5, 2026)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS March 3, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 is led by Roy Plummer, Trustee on every filing since 2019 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Roy Plummer

    Trustee

    On filings since 2019

    10 hrs/week

    $20K (2019) → $25K (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

Roy Plummer — Trustee: $25KRoy PlummerTrustee$25K

The highest reported compensation on the 2025 filing was $25K, to Roy Plummer (Trustee).

Frequently asked questions about Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008

How much does Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 give each year?

Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 gave $56K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $54K across 3 grants.

What is Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008's typical grant size?

Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008's median grant in 2025 was $2,000, and its average grant was $13,875, across 4 grants on its 2025 IRS Form 990-PF.

Where does Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 give grants?

Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 gives mostly in Massachusetts: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (10%).

Does Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship Distributions" (4 grants).

How large is Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008?

Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $90K in qualifying distributions that year, against a required minimum of $90K (roughly 5% of its investment assets).

What is Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008?

Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 is a private foundation focused on Education, based in Bordentown, NJ. It holds $1.9M in total assets as of 2025.

What is Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008's EIN?

Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008's EIN (Employer Identification Number) is 27-6409783. 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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