Funder DirectoryHELEN M NELSON CHARITABLE TRUST
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Private foundation (trust)EIN 416526908Est. 2005-05

HELEN M NELSON CHARITABLE TRUST

MOBILE, AL 36606

Total Assets

$1.6M

FY 2024

Annual Giving

$87K

FY 2024

Grants Made

6

FY 2024

Avg Grant

$14K

FY 2024

Grant Range

$4K–$22K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$95K

Total Expenses

$101K

Qualifying Distributions

$96K

Distributable Amount

$76K

Min. Investment Return

$77K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $4K through median $17K to maximum $22K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $87K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

24 grants

EXCHANGE CLUB FAMILY CENTER
$74K
4 grants
PENELOPE HOUSE
$74K
4 grants
UNIVERSITY OF SOUTH ALABAMA
$59K
4 grants
9518
$43K
3 grants
SPRING HILL COLLEGE
$16K
1 grant
UNITED WAY OF SOUTH WEST ALABAMA
$15K
4 grants
THE COMMUNITY FOUNDATION
$15K
4 grants

Grant Size Distribution

24 grants

<$10K
10
grants
$10–50K
14
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Alabama
$295K
100% of total

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HELEN M NELSON CHARITABLE TRUST — Grants, Financials & Contact | Grantivo