Thelma B & Robert W Nelson Char Trust

Jackson, MS
Tax-exempt since Dec. 1986
EIN: 63-6141563

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$60.8k (2024)

Expenses

$35.5k (2024)

Total Assets

$526k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$60,830

Expenses

$35,532

Net Income

$25,298

Net Assets

$525,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,072	34.6%
Sales of Assets	$39,758	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,009	87.3%
Compensation of Officers*	$8,706	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$525,845
Total Liabilities	$0
Net Assets	$525,845

Compensation

Key Employees and Officers	Compensation	Other
Trustmark National Bank (Trustee)	$8,706	$0

990-PF

Filed on May 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$15,542

Expenses

$36,587

Net Income

-$21,045

Net Assets

$501,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,293	> 100%
Sales of Assets	-$751
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,477	88.8%
Compensation of Officers*	$8,085	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	$501,020
Total Liabilities	$0
Net Assets	$501,020

Compensation

Key Employees and Officers	Compensation	Other
Trustmark National Bank (Trustee)	$8,085	$0

990-PF

Filed on May 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$20,976

Expenses

$40,241

Net Income

-$19,265

Net Assets

$522,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,812	65.8%
Sales of Assets	$7,164	34.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,182	84.9%
Compensation of Officers*	$4,566	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$522,016
Total Liabilities	$0
Net Assets	$522,016

Compensation

Key Employees and Officers	Compensation	Other
Trustmark National Bank (Trustee)	$4,566	$0

990-PF

Filed on May 11, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$19,690

Expenses

$31,327

Net Income

-$11,637

Net Assets

$541,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,457	68.3%
Sales of Assets	$3,756	19.1%
Other Income	$2,477	12.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,056	76.8%
Compensation of Officers*	$4,886	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$541,392
Total Liabilities	$0
Net Assets	$541,392

Compensation

Key Employees and Officers	Compensation	Other
Trustmark National Bank (Trustee)	$4,886	$0

990-PF

Filed on May 13, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$21,503

Expenses

$37,479

Net Income

-$15,976

Net Assets

$553,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,286	61.8%
Sales of Assets	$8,217	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,540	73.5%
Compensation of Officers*	$7,850	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$553,061
Total Liabilities	$1
Net Assets	$553,060

Compensation

Key Employees and Officers	Compensation	Other
Trustmark National Bank (Trustee)	$7,850	$0

990-PF

Filed on May 13, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$150,764

Expenses

$34,222

Net Income

$116,542

Net Assets

$569,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,952	7.3%
Sales of Assets	$139,812	92.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,048	87.8%
Compensation of Officers*	$4,166	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$569,037
Total Liabilities	$0
Net Assets	$569,037

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$36,170

Expenses

$32,552

Net Income

$3,618

Net Assets

$452,494

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,966	44.1%
Sales of Assets	$20,204	55.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,728	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$452,494
Total Liabilities	$0
Net Assets	$452,494

Compensation

Key Employees and Officers	Compensation	Other
Trustmark National Bank (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$24,083

Expenses

$28,176

Net Income

-$4,093

Net Assets

$448,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$104	0.4%
Dividends	$7,218	30.0%
Sales of Assets	$14,197	59.0%
Other Income	$2,564	10.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,897	77.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$448,876
Total Liabilities	$0
Net Assets	$448,876

Compensation

Key Employees and Officers	Compensation	Other
Trustmark National Bank (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$13,010

Expenses

$22,609

Net Income

-$9,599

Net Assets

$460,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,596	58.4%
Sales of Assets	$5,414	41.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,795	74.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$460,215
Total Liabilities	$0
Net Assets	$460,215

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$29,991

Expenses

$31,887

Net Income

-$1,896

Net Assets

$469,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,053	33.5%
Sales of Assets	$19,938	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,871	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$469,814
Total Liabilities	$0
Net Assets	$469,814

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$14,177

Expenses

$27,554

Net Income

-$13,377

Net Assets

$471,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,388	66.2%
Sales of Assets	$4,789	33.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,318	84.6%
Compensation of Officers*	$5,573	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$471,710
Total Liabilities	$0
Net Assets	$471,710

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$30,459

Expenses

$64,974

Net Income

-$34,515

Net Assets

$485,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$110	0.4%
Dividends	$10,557	34.7%
Sales of Assets	$13,376	43.9%
Other Income	$6,416	21.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,820	84.4%
Compensation of Officers*	$5,493	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$485,087
Total Liabilities	$0
Net Assets	$485,087

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$16,227

Expenses

$10,262

Net Income

$5,965

Net Assets

$519,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,055	80.5%
Sales of Assets	$3,172	19.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,070	39.7%
Compensation of Officers*	$5,433	52.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$519,602
Total Liabilities	$0
Net Assets	$519,602

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

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Thelma B & Robert W Nelson Char Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $60.8k (2024)

Expenses $35.5k (2024)

Total Assets $526k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

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

No Extracted Financial Data

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

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$60.8k (2024)

Expenses

$35.5k (2024)

Total Assets

$526k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2001