Thelma B Nelson & Robert W Nelson Charitable

JACKSON, MS EIN: 63-6141563

Thelma B Nelson & Robert W Nelson Charitable is a private foundation, based in JACKSON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $526K in total assets. In 2024, it awarded 4 grants totaling $26K. Net investment income was $56K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$526K

+5.0% YoY

Annual Giving

$26K

-6.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

-6.4% YoY

Under IRS private-foundation payout rules, Thelma B Nelson & Robert W Nelson Charitable reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

About Thelma B Nelson & Robert W Nelson Charitable

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $126K (100%)

States

Alabama

Cities

BrewtonDothanFlomatonMontgomery

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$525,845	$501,020	$522,016
Revenue	$60,830	$15,542	$20,976
Expenses	$35,532	$36,587	$40,241
Qualifying Distributions	$31,009	$32,477	$34,182
Net Investment Income	$56,477	$12,250	$14,959
Distributable Amount	$32,128	$30,699	$30,718

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Methodist Home Wesley Manor ($12,916), Huntingdon College ($4,306), Coastal Alabama Community College ($4,306).

Recipient	Purpose	Amount
Huntingdon College Montgomery, AL	GENERAL SUPPORT	$4,306
Coastal Alabama Community College Brewton, AL	GENERAL SUPPORT	$4,306
Methodist Home Wesley Manor Dothan, AL	GENERAL SUPPORT	$12,916
Flomaton United Methodist Church William Flomaton, AL	GENERAL SUPPORT	$4,303

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Thelma B Nelson & Robert W Nelson Charitable?

As of 2024, Thelma B Nelson & Robert W Nelson Charitable holds $526K in total assets with $61K in annual revenue. It awarded 4 grants totaling $26K in 2024.

Where does Thelma B Nelson & Robert W Nelson Charitable operate?

Thelma B Nelson & Robert W Nelson Charitable has awarded grants in Alabama.

What size grants does Thelma B Nelson & Robert W Nelson Charitable award?

In 2024, Thelma B Nelson & Robert W Nelson Charitable awarded 4 grants totaling $26K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Thelma B Nelson & Robert W Nelson Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Thelma B Nelson & Robert W Nelson Charitable reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Thelma B Nelson & Robert W Nelson Charitable's EIN?

Thelma B Nelson & Robert W Nelson Charitable's EIN (Employer Identification Number) is 63-6141563. IRS Form 990 filing data is available on this page for 2020–2024.