Nellie Jensen Charitable Trust
Nellie Jensen Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 2 grants totaling $60K.
Nellie Jensen Charitable Trust at a glance
In short: Nellie Jensen Charitable Trust gave $60K across 2 grants in 2024 (avg $30K), mostly in Iowa. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $60,012
- +4467.1% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $30,006
- +4467.1% vs 2023
- Median grant
- $30,006
- Primary geography
- Iowa (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Nellie Jensen Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Immanuel Lutheran Church ($30K). Together the top 2 received $60K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Nellie Jensen Charitable Trust gives
- Giving grew 1900% from 2021 to 2024. Method
- In 2024 it paid out well above 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 2024, annual grant giving ranged from $1K (2023) to $60K (2024). In 2024 it made 2 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Immanuel Lutheran Church Independence, IA | General Operating | $30,006 |
| First United Methodist Church Independence, IA | General Operating | $30,006 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $-312 | $64,845 | $60,012 | 2 | $63,195 | — | $1,232 |
| 2023 | $66,400 | $-1,011 | $4,845 | $1,314 | 2 | $3,014 | $602 | $3,024 |
| 2022 | $72,264 | $5,388 | $6,815 | $3,000 | 2 | $4,700 | $3,563 | $3,295 |
| 2021 | $73,708 | $13,426 | $5,754 | $3,000 | 2 | $3,950 | $11,603 | $3,773 |
| 2020 | $66,038 | $2,734 | $5,191 | $2,344 | 2 | — | $926 | $3,843 |
| 2019 | $68,202 | $4,227 | $5,264 | $2,502 | 2 | — | $2,410 | $3,778 |
Under IRS private-foundation payout rules, Nellie Jensen Charitable Trust reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Nellie Jensen Charitable Trust's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2024 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$2K (2019) → $2K (2024)
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $2K, to US Bank N a (Trustee).
Frequently asked questions about Nellie Jensen Charitable Trust
How much does Nellie Jensen Charitable Trust give each year?
Nellie Jensen Charitable Trust gave $60K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1K across 2 grants.
Where does Nellie Jensen Charitable Trust operate?
Nellie Jensen Charitable Trust has awarded grants in Iowa.
How much is Nellie Jensen Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Nellie Jensen Charitable Trust reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Nellie Jensen Charitable Trust's EIN?
Nellie Jensen Charitable Trust's EIN (Employer Identification Number) is 42-6582097. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Nellie Jensen Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Nellie Jensen Charitable Trust's focus areas in our free grants database
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