Nelson Family Charitable Trust
Nelson Family Charitable Trust is a private foundation, based in Williamsburg, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $96K in total assets. In 2025, it awarded 7 grants totaling $8K. Net investment income was $3K.
Nelson Family Charitable Trust at a glance
In short: Nelson Family Charitable Trust gave $8K across 7 grants in 2025 (avg $1K), top state Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,000
- +0.0% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $1,143
- +0.0% vs 2024
- Median grant
- $500
- Total assets
- $95,666
- +2.2% vs 2024
- Primary geography
- Illinois (31% 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 Nelson Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Kellogg Graduate School of Management ($3K). Together the top 7 received $8K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 34 grants of 34 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Nelson Family Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 122% 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 2020 to 2025, annual grant giving ranged from $8K (2020) to $8K (2025). In 2025 it made 7 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kellogg Graduate School of Management Evanston, IL | General Operating | $2,500 |
| The Colonial Williamsburg Foundation Williamsburg, VA | General Operating | $2,500 |
| El Ayudante Inc Jackson, TX | General Operating | $1,000 |
| Salvation Army Tampa, FL | General Operating | $500 |
| American Red Cross Owensburg, KY | General Operating | $500 |
| Owensboro Humane Society Owensboro, KY | General Operating | $500 |
| Habitat for Humanity Panama City, FL | General Operating | $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 | $95,666 | $2,823 | $8,000 | $8,000 | 7 | $8,000 | $3,061 | $6,558 |
| 2024 | $93,648 | $3,103 | $8,000 | $8,000 | 7 | $8,000 | $3,103 | $4,692 |
| 2023 | $98,615 | $1,850 | $8,000 | $8,000 | 7 | $8,000 | $1,850 | $5,477 |
| 2022 | $104,848 | $315 | $8,000 | $8,000 | 6 | $8,000 | $1,951 | $6,097 |
| 2021 | $112,602 | $4,732 | $8,000 | $8,000 | 7 | $8,000 | $4,732 | $5,913 |
| 2020 | $117,954 | $2,775 | $6,861 | $8,000 | 7 | — | $3,559 | $5,861 |
Under IRS private-foundation payout rules, Nelson Family Charitable Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Nelson Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carol J Nelson
Trustee
On filings since 2020
2 hrs/week
No compensation reported
H Donald Nelson
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Nelson Family Charitable Trust
How much does Nelson Family Charitable Trust give each year?
Nelson Family Charitable Trust gave $8K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 7 grants.
What is Nelson Family Charitable Trust's typical grant size?
Nelson Family Charitable Trust's median grant in 2025 was $500, and its average grant was $1,143, across 7 grants on its 2025 IRS Form 990-PF.
Where does Nelson Family Charitable Trust give grants?
Nelson Family Charitable Trust's top state is Illinois, with 31% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (31%) and Florida (13%).
Does Nelson Family Charitable Trust give general operating support?
Yes: 100% of Nelson Family Charitable Trust's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Nelson Family Charitable Trust's largest grantees?
Nelson Family Charitable Trust's largest 2025 grantees include Kellogg Graduate School of Management ($2,500), The Colonial Williamsburg Foundation ($2,500) and El Ayudante Inc ($1,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Nelson Family Charitable Trust?
Nelson Family Charitable Trust reported $96K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What is Nelson Family Charitable Trust's EIN?
Nelson Family Charitable Trust's EIN (Employer Identification Number) is 36-7335151. IRS Form 990 filing data is available on this page for 2020–2025.
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 2020 (received by the IRS May 20, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 3, 2026)
- IRS filings on file for fiscal years 2020–2025
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