Nellie Bell Sharwell Trust

BROOKLYN, OH EIN: 14-6071831

Health Diseases and conditions Human services Youth development

Nellie Bell Sharwell Trust is a private foundation focused on Health, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $295K in total assets. In 2024, it awarded 6 grants totaling $16K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$295K

-2.7% YoY

Annual Giving

$16K

-15.2% YoY

Grant Count

-14.3% YoY

Avg Grant Size

$3K

-1.1% YoY

Under IRS private-foundation payout rules, Nellie Bell Sharwell Trust reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About Nellie Bell Sharwell Trust

Based on IRS filings

Focus Areas

Health Diseases and conditions Human services Youth development

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $51K (61%)

Florida $14K (17%)

Oklahoma $14K (17%)

Virginia $5K (6%)

States

Florida New York Oklahoma Virginia

Cities

AlexandriaKingstonOklahoma CitySt PetersburgWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$294,876	$303,015	$316,478
Revenue	$12,429	$9,541	$9,871
Expenses	$20,432	$22,992	$22,528
Qualifying Distributions	$17,373	$20,140	$18,896
Net Investment Income	$9,421	$6,688	$6,672
Distributable Amount	$15,396	$14,585	$16,313

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

31 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Heart Association Inc ($2,702), Young Mens Christian Assoc ($2,702), Rip Van Winkle Council ($2,702).

Recipient	Purpose	Amount
AMERICAN HEART ASSOCIATION INC ST PETERSBURG, FL	GENERAL OPERATING PURPOSES	$2,702
YOUNG MENS CHRISTIAN ASSOC KINGSTON, NY	GENERAL OPERATING PURPOSES	$2,702
RIP VAN WINKLE COUNCIL KINGSTON, NY	GENERAL OPERATING PURPOSES	$2,702
BOYS & GIRLS CLUB OF KINGSTON KINGSTON, NY	GENERAL OPERATING PURPOSES	$2,702
THE SALVATION ARMY ALEXANDRIA, VA	GENERAL OPERATING	$2,702
AMERICAN CANCER SOCIETY INC OKLAHOMA CITY, OK	GENERAL OPERATING PURPOSES	$2,702

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KEYBANK N A	TRUSTEE	1	$3,843

Subject Areas

Focus areas based on grantmaking activity

Health Diseases and conditions Human services Youth development

Frequently Asked Questions

What is Nellie Bell Sharwell Trust?

Nellie Bell Sharwell Trust is a private foundation focused on Health, based in BROOKLYN, OH. It holds $295K in total assets as of 2024.

How large is Nellie Bell Sharwell Trust?

As of 2024, Nellie Bell Sharwell Trust holds $295K in total assets with $12K in annual revenue. It awarded 6 grants totaling $16K in 2024.

Where does Nellie Bell Sharwell Trust operate?

Nellie Bell Sharwell Trust has awarded grants in Florida, New York, Oklahoma, Virginia.

What size grants does Nellie Bell Sharwell Trust award?

In 2024, Nellie Bell Sharwell Trust awarded 6 grants totaling $16K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Nellie Bell Sharwell Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Nellie Bell Sharwell Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.