Mary M Nelson Charitable Trust

PITTSBURGH, PA EIN: 86-6803142

Mary M Nelson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 2 grants totaling $317K. Net investment income was $205K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.9M

-2.2% YoY

Annual Giving

$317K

+10.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$159K

+10.5% YoY

Under IRS private-foundation payout rules, Mary M Nelson Charitable Trust reported a distributable amount of $325K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary M Nelson Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $1.0M (100%)

States

Pennsylvania

Cities

Erie

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,874,714	$6,005,343	$6,463,475
Revenue	$267,551	$-107,749	$-516,789
Expenses	$394,072	$360,817	$492,543
Qualifying Distributions	$331,235	$300,270	$421,045
Net Investment Income	$204,772	$96,883	$80,736
Distributable Amount	$325,267	$296,342	$323,115

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Second Harvest Food Bank of Nwpa ($158,664), Erie Community Foundation ($158,664).

Recipient	Purpose	Amount
SECOND HARVEST FOOD BANK OF NWPA ERIE, PA	GENERAL SUPPORT	$158,664
ERIE COMMUNITY FOUNDATION ERIE, PA	GENERAL SUPPORT	$158,664

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK AN	TRUSTEE	14	$69,533

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Mary M Nelson Charitable Trust?

Mary M Nelson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds $5.9M in total assets as of 2024.

How large is Mary M Nelson Charitable Trust?

As of 2024, Mary M Nelson Charitable Trust holds $5.9M in total assets with $268K in annual revenue. It awarded 2 grants totaling $317K in 2024.

Where does Mary M Nelson Charitable Trust operate?

Mary M Nelson Charitable Trust has awarded grants in Pennsylvania.

What size grants does Mary M Nelson Charitable Trust award?

In 2024, Mary M Nelson Charitable Trust awarded 2 grants totaling $317K — an average of about $159K per grant, based on its IRS Form 990 filings.

How much is Mary M Nelson Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary M Nelson Charitable Trust reported a distributable amount of $325K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary M Nelson Charitable Trust's EIN?

Mary M Nelson Charitable Trust's EIN (Employer Identification Number) is 86-6803142. IRS Form 990 filing data is available on this page for 2021–2024.