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Thelma B & Robert W Nelson Char Trust is a private trust based in JACKSON, MS. The foundation received its IRS ruling in 1986. The principal officer is South Alabama Trust Co. It holds total assets of $526K. Annual income is reported at $278K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. Grantmaking is concentrated in Alabama. According to available records, Thelma B & Robert W Nelson Char Trust has made 16 grants totaling $100K, with a median grant of $5K. Annual giving has grown from $19K in 2020 to $28K in 2023. Grantmaking activity was highest in 2022 with $31K distributed across 4 grants. Individual grants have ranged from $3K to $16K, with an average award of $6K. The foundation has supported 5 unique organizations. Grant recipients are concentrated in Alabama. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$3K
Average Grant
$5K
Largest Grant
$10K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Thelma B & Robert W Nelson Char Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in AL.
Thelma B & Robert W Nelson Char Trust has distributed a total of $100K across 16 grants. The median grant size is $5K, with an average of $6K. Individual grants have ranged from $3K to $16K.
Thelma B & Robert W Nelson Char Trust typically selects its grantees rather than accepting unsolicited proposals.
Thelma B & Robert W Nelson Char Trust is headquartered in JACKSON, MS.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Trustmark National Bank | TRUSTEE | $8K | $0 | $8K |
Total Giving
$37K
Total Assets
$501K
Fair Market Value
$631K
Net Worth
$501K
Grants Paid
$28K
Contributions
N/A
Net Investment Income
$12K
Distribution Amount
$31K
Total Grants
16
Total Giving
$100K
Average Grant
$6K
Median Grant
$5K
Unique Recipients
5
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Methodist Home Wesley ManorGENERAL SUPPORT | Dothan, AL | $14K | 2023 |
| Huntingdon CollegeGENERAL SUPPORT | Montgomery, AL | $5K | 2023 |
| Coastal Alabama Community CollegeGENERAL SUPPORT | Brewton, AL | $5K | 2023 |
| Flomaton United Methodist Church WilliamGENERAL SUPPORT | Flomaton, AL | $5K | 2023 |
| Jefferson Davis Community CollegeGENERAL SUPPORT | Brewton, AL | $3K | 2020 |