Skip to content

Alabama · Private foundation

Helen M Nelson Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$87k
Granted FY2024(still arriving)
6
Grants FY2024
6
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$17,355
Largest grant, FY2024
$21,693
Organizations funded a year
6 to 6
FY2020 to FY2023
States reached, FY2024
1
Total assets, FY2024
$1.5M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 0% of the organizations Helen M Nelson Charitable Trust funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’21’22’23
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving6$87k0%
FY20236$80k0%
FY20226$48k17%
FY20216$45k0%
FY20206$80kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Human Services$169kEducation$135kPhilanthropy$36k

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Penelope House Inc$84,35851%
University of South Alabama$67,4875n/a
Spring Hill College$24,63220%
United Way of Southwest Alabama Inc$16,87650%

Plus 3 recipients with no EIN on record ($146k), not named here.

Compare Helen M Nelson Charitable Trust with peer funders

About Helen M Nelson Charitable Trust

How much does Helen M Nelson Charitable Trust give?
Helen M Nelson Charitable Trust reported 6 grants totaling $86,774 in its FY2024 IRS filing. It funded between 6 and 6 organizations a year over FY2020 to FY2023.
What does Helen M Nelson Charitable Trust fund?
By grant dollars over FY2020 to FY2024, its largest causes are Human Services (50%), Education (40%), Philanthropy (11%).
Who are Helen M Nelson Charitable Trust's largest grantees?
By total granted over FY2020 to FY2024: Penelope House Inc ($84k), University of South Alabama ($67k), Spring Hill College ($25k).
Does Helen M Nelson Charitable Trust fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Does Helen M Nelson Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Helen M Nelson Charitable Trust based?
Helen M Nelson Charitable Trust is based in AL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 7 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Helen M Nelson’s filings →

More from the funding graph