Nelson Rd Charitable Trust Tw
Nelson Rd Charitable Trust Tw is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $784K in total assets. In 2024, it awarded 1 grants totaling $47K. Net investment income was $74K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$784K
+3.4% YoY
Annual Giving
$47K
-2.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$47K
-2.1% YoY
Under IRS private-foundation payout rules, Nelson Rd Charitable Trust Tw reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.
About Nelson Rd Charitable Trust Tw
Based on IRS filings
Nelson Rd Charitable Trust Tw is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $784K in total assets. In 2024, it awarded 1 grants totaling $47K. Net investment income was $74K.
Ready to take the next step with Nelson Rd Charitable Trust Tw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $783,565 | $758,121 | $772,880 |
| Revenue | $89,217 | $48,587 | $49,831 |
| Expenses | $63,772 | $63,328 | $69,512 |
| Qualifying Distributions | $48,546 | $52,594 | $56,344 |
| Net Investment Income | $74,479 | $37,850 | $38,239 |
| Distributable Amount | $57,002 | $51,562 | $52,741 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pacific Lutheran University ($46,971).
| Recipient | Purpose | Amount |
|---|---|---|
| PACIFIC LUTHERAN UNIVERSITY TACOMA, WA | CHARITABLE | $46,971 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $15,749 |
Frequently Asked Questions
How large is Nelson Rd Charitable Trust Tw?
As of 2024, Nelson Rd Charitable Trust Tw holds $784K in total assets with $89K in annual revenue. It awarded 1 grants totaling $47K in 2024.
Where does Nelson Rd Charitable Trust Tw operate?
Nelson Rd Charitable Trust Tw has awarded grants in North Carolina, Washington.
What size grants does Nelson Rd Charitable Trust Tw award?
In 2024, Nelson Rd Charitable Trust Tw awarded 1 grants totaling $47K — an average of about $47K per grant, based on its IRS Form 990 filings.
How much is Nelson Rd Charitable Trust Tw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Nelson Rd Charitable Trust Tw reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Nelson Rd Charitable Trust Tw's EIN?
Nelson Rd Charitable Trust Tw's EIN (Employer Identification Number) is 91-6395694. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Nelson Rd Charitable Trust Tw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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