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. 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.
Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 at a glance
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.
- Annual giving (2025)
- $55,500
- +2.8% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $13,875
- -22.9% vs 2024
- Median grant
- $2,000
- Total assets
- $1,862,525
- +3.7% vs 2024
- Primary geography
- Massachusetts (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Clark University ($50K). Together the top 4 received $56K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 12 grants of 15 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $20K (2020) to $72K (2023). In 2025 it made 4 grants totaling $56K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Clark University Worcester, MA | Scholarship Distributions | $50,000 |
| Arrmed Forces Heritage House Inc Burlington, NJ | Scholarship Distributions | $2,000 |
| Roebling Historical Society Roebling, NJ | Scholarship Distributions | $2,000 |
| Military Officers of America NJ Lak Wrightstown, NJ | Scholarship Distributions | $1,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,862,525 | $76,656 | $125,975 | $55,500 | 4 | $90,438 | $41,719 | $89,548 |
| 2024 | $1,796,867 | $73,117 | $129,476 | $54,000 | 3 | $88,619 | $32,260 | $89,019 |
| 2023 | $1,836,305 | $57,461 | $149,749 | $72,000 | 3 | $102,000 | $10,153 | $90,297 |
| 2022 | $1,996,930 | $84,041 | $114,500 | $32,000 | 3 | $52,000 | $31,710 | $101,196 |
| 2021 | $2,258,315 | $109,496 | $85,834 | $21,000 | 2 | $66,362 | $66,516 | $97,575 |
| 2020 | $1,930,391 | $57,270 | $65,918 | $20,000 | 1 | — | $46,477 | $20,285 |
| 2019 | $1,908,564 | $46,774 | $67,553 | $29,925 | 2 | — | $37,047 | $86,803 |
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.
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
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.
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 April 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 22, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 5, 2026)
- Added Form 990-PF for fiscal year 2025 (received by the IRS March 3, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Kenneth O and Janet C Nelson Scholarship Fund Trust UAD 05232008 funds
Education Open opportunities, soonest deadline first.
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