Thelma B Nelson & Robert W Nelson Charitable

Private foundation · Grantmaker 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 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

1state

Share of all 3 itemized 2025 grant dollars.

States

Cities

BrewtonDothanMontgomeryFlomaton

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K4 grants20204 grants20214 grants20224 grants20234 grants20243 grants2025

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

Methodist Home Wesley Manor: $15KMethodist Home Wesley Manor$15KHuntingdon College: $6KHuntingdon College$6KCoastal Alabama Community College: $6KCoastal Alabama CommunityCollege$6K

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

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 19 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Methodist Home Wesley Manor Dothan, ALGeneral Support$14,973
Huntingdon College Montgomery, ALGeneral Support$5,988
Coastal Alabama Community College Brewton, ALGeneral Support$5,988

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K202020212022202320242025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  2. 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

Trustmark National Bank — Trustee: $8KTrustmark National BankTrustee$8K

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.

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