Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx
Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx is a private foundation, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $620K in total assets. In 2024, it awarded 13 grants totaling $41K. Net investment income was $241K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$620K
+46.6% YoY
Annual Giving
$41K
+0.0% YoY
Grant Count
13
+8.3% YoY
Avg Grant Size
$3K
-7.7% YoY
Under IRS private-foundation payout rules, Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
About Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx
Based on IRS filings
Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx is a private foundation, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $620K in total assets. In 2024, it awarded 13 grants totaling $41K. Net investment income was $241K.
Ready to take the next step with Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $619,825 | $422,702 | $426,437 |
| Revenue | $248,524 | $56,671 | $92,069 |
| Expenses | $50,521 | $60,248 | $49,222 |
| Qualifying Distributions | $41,514 | $41,494 | $41,526 |
| Net Investment Income | $241,343 | $46,757 | $84,549 |
| Distributable Amount | $21,832 | $37,796 | $39,663 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
59 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St John Center ($5,000), Critically Loved ($5,000), Home of the Innocents ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST JOHN CENTER LOUISVILLE, KY | GENERAL FUND | $5,000 |
| LINDSEY WILSON COLLEGE COLUMBIA, KY | GENERAL EDUCATION | $3,000 |
| CASA OF THE RIVER REGION LOUISVILLE, KY | GENERAL FUND | $1,000 |
| FRIENDS OF ESQUIPULAS INC LOUISVILLE, KY | GENERAL FUND | $2,500 |
| PLEASANT GROVE ELEMENTARY SCHOOL MT WASHINGTON, KY | GENERAL EDUCATION | $1,500 |
| JACOBS LADDER OUTREACH CORP LOUISVILLE, KY | GENERAL FUND | $1,000 |
| ST VINCENT DEPAUL CONFERENCE LOUISVILLE, KS | GENERAL FUND | $4,000 |
| CRITICALLY LOVED LOUISVILLE, KY | GENERAL FUND | $5,000 |
| HOME OF THE INNOCENTS LOUISVILLE, KY | GENERAL FUND | $5,000 |
| JUST CREATIONS LOUISVILLE, KY | GENERAL FUND | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIRST BANKERS TRUST COMPANY | TRUSTEE | 15 | $7,636 |
| BETSY SMITH | SPECIAL TRUSTEE | — | — |
| MADISON SMITH | SPECIAL TRUSTEE | — | — |
| GRACIE SMITH | SPECIAL TRUSTEE | — | — |
Frequently Asked Questions
How large is Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx?
As of 2024, Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx holds $620K in total assets with $249K in annual revenue. It awarded 13 grants totaling $41K in 2024.
Where does Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx operate?
Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx has awarded grants in Alabama, Kansas, Kentucky.
What size grants does Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx award?
In 2024, Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx awarded 13 grants totaling $41K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx's EIN?
Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx's EIN (Employer Identification Number) is 61-6150157. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Nel S Morrison Charitable Trust #1 Xxx-xx-xxxx's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.