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Nonprofit · EIN 27-6409783

KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06

Also known as PLUMMER ROY TTEE

Tax-exempt · BORDENTOWN, NJ 08505

Financials

$57K$150K2023$73K$129K2024$77K$126K2025
Revenue Expenses · by fiscal year end
Financials of KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$76,656$125,975-$49,319$1,862,525$0$1,862,525
December 31, 2024990-PF (amended)$73,117$129,476-$56,359$1,796,867$0$1,796,867
December 31, 2023990-PF$57,461$149,749-$92,288$1,836,305$0$1,836,305
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$50,674
Interest
$30
Net gain from sales of assets
$25,952

Expenses

Grants and similar amounts paid
$55,500
Compensation of officers, directors and key employees
$25,000
Disbursements for charitable purposes
$90,438
Excise tax on investment income
$580

Balance sheet and other

Total assets, start of year
$1,796,867
Total assets, end of year
$1,862,525
Total liabilities, end of year
$0
Net assets, end of year
$1,862,525
Fair market value of assets
$1,862,525
Qualifying distributions
$90,438
Net investment income
$76,656

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Roy Plummer
91 Ridgway Drive, Bordentown, NJ 08505
Trustee10$25,000
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Roy Plummer
91 Ridgway Drive, Bordentown, NJ 08505
Trustee10$30,000
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Roy Plummer
91 Ridgway Drive, Bordentown, NJ 08505
Trustee10$30,000

Address and contacts

Address (IRS master file)
91 RIDGWAY DR, BORDENTOWN, NJ 08505-4270
In care of
% ROY PLUMMER
Signed the 990-PF
Roy Plummer, Trustee
Phone
(609) 499-2074
Return prepared by
Donald J Cammus EA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-6409783
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2011
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,862,525
Income (IRS master file)
$85,300

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$76,656$125,975$1,862,525XML
990-PFDecember 2024$73,117$129,476$1,796,867XML
990-PFDecember 2023$57,461$149,749$1,836,305XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6409783).

Questions about KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06

What is the EIN of KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06?
The employer identification number (EIN) of KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06 is 27-6409783.
Is KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06 file?
Form 990-PF. Private foundations file every year.
When is the next return of KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $25,000 (Roy Plummer, Trustee).
How much revenue does KENNETH O NELSON AND JANET C NELSON SCHOLARSHIP FUND TR UAD 5-23-06 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $76,656, expenses of $125,975 and total assets of $1,862,525 at year end.

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