James H Nelson Trust Fund U/W Of Wilhelmina H Nelson F/B/O

Buffalo, NY
Tax-exempt since July 1972
EIN: 16-6073422

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$64.8k (2023)

Expenses

$111k (2023)

Total Assets

$1.47M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$64,838

Expenses

$111,230

Net Income

-$46,392

Net Assets

$1,467,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,661	62.7%
Sales of Assets	$22,320	34.4%
Other Income	$1,857	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,275	74.9%
Compensation of Officers*	$26,401	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,467,445
Total Liabilities	$0
Net Assets	$1,467,445

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Company (Trustee)	$26,401	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$63,237

Expenses

$126,169

Net Income

-$62,932

Net Assets

$1,514,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,905	55.2%
Sales of Assets	$28,332	44.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,225	77.1%
Compensation of Officers*	$26,084	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,514,035
Total Liabilities	$0
Net Assets	$1,514,035

Compensation

Key Employees and Officers	Compensation	Other
M And T Trust Co (Trustee)	$26,084	$0

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$184,562

Expenses

$117,773

Net Income

$66,789

Net Assets

$1,577,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,303	21.8%
Sales of Assets	$144,259	78.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,308	72.4%
Compensation of Officers*	$29,765	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,577,236
Total Liabilities	$0
Net Assets	$1,577,236

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Co (Trustee)	$29,765	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$53,544

Expenses

$112,968

Net Income

-$59,424

Net Assets

$1,595,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,396	66.1%
Sales of Assets	$18,148	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,502	74.8%
Compensation of Officers*	$24,985	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,595,334
Total Liabilities	$1
Net Assets	$1,595,333

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Co (Trustee)	$24,985	$0

990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$85,506

Expenses

$115,100

Net Income

-$29,594

Net Assets

$1,569,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,349	44.8%
Sales of Assets	$47,157	55.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,366	75.0%
Compensation of Officers*	$25,766	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,569,963
Total Liabilities	$1
Net Assets	$1,569,962

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Co (Trustee)	$25,766	$0

990-PF

Filed on June 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$97,142

Expenses

$119,837

Net Income

-$22,695

Net Assets

$1,599,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,840	37.9%
Sales of Assets	$60,302	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,744	76.6%
Compensation of Officers*	$24,046	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,599,355
Total Liabilities	$0
Net Assets	$1,599,355

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Co (Trustee)	$24,046	$0

990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$117,630

Expenses

$117,858

Net Income

-$228

Net Assets

$1,616,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,397	31.8%
Sales of Assets	$79,366	67.5%
Other Income	$867	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,570	75.1%
Compensation of Officers*	$26,825	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,616,656
Total Liabilities	$0
Net Assets	$1,616,656

Compensation

Key Employees and Officers	Compensation	Other
M&T Bank (Trustee)	$26,825	$0

990-PF

Filed on May 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$28,859

Expenses

$108,007

Net Income

-$79,148

Net Assets

$1,610,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,514	84.9%
Sales of Assets	$1,841	6.4%
Other Income	$2,504	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,118	80.7%
Compensation of Officers*	$19,572	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,610,657
Total Liabilities	$0
Net Assets	$1,610,657

Compensation

Key Employees and Officers	Compensation	Other
Mt Bank (Trustee)	$19,572	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$119,792

Expenses

$114,523

Net Income

$5,269

Net Assets

$1,689,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,468	25.4%
Sales of Assets	$89,324	74.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,898	75.9%
Compensation of Officers*	$19,976	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,689,805
Total Liabilities	$0
Net Assets	$1,689,805

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$222,338

Expenses

$111,400

Net Income

$110,938

Net Assets

$1,684,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,882	14.8%
Sales of Assets	$189,456	85.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,513	77.7%
Compensation of Officers*	$21,984	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,684,428
Total Liabilities	$0
Net Assets	$1,684,428

Compensation

Key Employees and Officers	Compensation	Other
Manufacturers And Traders Trust Co (Trustee)	$21,984	$0

990-PF

Filed on May 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$79,447

Expenses

$101,981

Net Income

-$22,534

Net Assets

$1,573,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,887	43.9%
Sales of Assets	$44,560	56.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,090	81.5%
Compensation of Officers*	$18,096	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,573,454
Total Liabilities	$0
Net Assets	$1,573,454

Compensation

Key Employees and Officers	Compensation	Other
Manufacturers And Traders Trust Co (Trustee)	$18,096	$0

990-PF

Filed on May 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$38,259

Expenses

$103,915

Net Income

-$65,656

Net Assets

$1,595,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,665	90.6%
Sales of Assets	$219	0.6%
Other Income	$3,375	8.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,500	82.3%
Compensation of Officers*	$17,329	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,595,716
Total Liabilities	$1
Net Assets	$1,595,715

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$40,527

Expenses

$100,787

Net Income

-$60,260

Net Assets

$1,661,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,501	82.7%
Sales of Assets	$2,743	6.8%
Other Income	$4,283	10.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,600	81.0%
Compensation of Officers*	$17,955	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,661,627
Total Liabilities	$1
Net Assets	$1,661,626

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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James H Nelson Trust Fund U/W Of Wilhelmina H Nelson F/B/O

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $64.8k (2023)

Expenses $111k (2023)

Total Assets $1.47M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$64.8k (2023)

Expenses

$111k (2023)

Total Assets

$1.47M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

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2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2001