Thelma B Nelson & Robert W Nelson Charitable
Thelma B Nelson & Robert W Nelson Charitable is a private foundation, based in Jackson, MS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $517K in total assets. In 2025, it awarded 3 grants totaling $27K. Net investment income was $24K.
Key facts about Thelma B Nelson & Robert W Nelson Charitable
In short: Thelma B Nelson & Robert W Nelson Charitable gave $27K across 3 grants in 2025 (avg $9K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- EIN
- 63-6141563
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $26,949
- Grants made (2025)
- 3
- Average grant
- $8,983
- Median grant
- $5,988
- Total assets
- $516,547
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$517K
-1.8% YoY
Annual Giving
$27K
+4.3% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$9K
+39.1% YoY
Under IRS private-foundation payout rules, Thelma B Nelson & Robert W Nelson Charitable reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
How Thelma B Nelson & Robert W Nelson Charitable gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $19K (2020) to $31K (2022). In 2025 it made 3 grants totaling $27K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Methodist Home Wesley Manor ($15K). Together the top 3 received $27K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Methodist Home Wesley Manor Dothan, AL | General Support | $14,973 |
| Huntingdon College Montgomery, AL | General Support | $5,988 |
| Coastal Alabama Community College Brewton, AL | General Support | $5,988 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $516,547 | $525,845 | $501,020 |
| Revenue | $28,679 | $60,830 | $15,542 |
| Expenses | $38,020 | $35,532 | $36,587 |
| Qualifying Distributions | $32,380 | $31,009 | $32,477 |
| Net Investment Income | $24,024 | $56,477 | $12,250 |
| Distributable Amount | $34,815 | $32,128 | $30,699 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Thelma B Nelson & Robert W Nelson Charitable's only listed officer is Trustmark National Bank, Trustee on the 2020 filing (compensated).
Officers on the 2020 filing
The latest filing that lists officers: our copy of the 2021–2025 filings list none.
Trustmark National Bank
Trustee
New on the 2020 filing
1 hr/week
$8K (2020)
Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2020 IRS filing
The highest reported compensation on the 2020 filing was $8K, to Trustmark National Bank (Trustee).
Frequently asked questions about Thelma B Nelson & Robert W Nelson Charitable
How much does Thelma B Nelson & Robert W Nelson Charitable give each year?
Thelma B Nelson & Robert W Nelson Charitable gave $27K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 4 grants.
What is Thelma B Nelson & Robert W Nelson Charitable's typical grant size?
Thelma B Nelson & Robert W Nelson Charitable's median grant in 2025 was $5,988, and its average grant was $8,983, across 3 grants on its 2025 IRS Form 990-PF.
Where does Thelma B Nelson & Robert W Nelson Charitable give grants?
Thelma B Nelson & Robert W Nelson Charitable gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Thelma B Nelson & Robert W Nelson Charitable give general operating support?
Yes: 100% of Thelma B Nelson & Robert W Nelson Charitable's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Thelma B Nelson & Robert W Nelson Charitable?
Thelma B Nelson & Robert W Nelson Charitable reported $517K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Thelma B Nelson & Robert W Nelson Charitable by hand.
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