Nonprofit · EIN 36-7335151
NELSON FAMILY CHARITABLE TRUST 637-74C99
Tax-exempt · WILLIAMSBURG, VA 23188
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,823 | $8,000 | -$5,177 | $95,666 | $0 | $95,666 |
| December 31, 2024 | 990-PF | $3,103 | $8,000 | -$4,897 | $93,648 | $0 | $93,648 |
| December 31, 2023 | 990-PF | $1,850 | $8,000 | -$6,150 | $98,615 | $0 | $98,615 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $848
- Interest
- $2,213
- Net gain from sales of assets
- -$238
Expenses
- Grants and similar amounts paid
- $8,000
- Disbursements for charitable purposes
- $8,000
- Excise tax on investment income
- $43
Balance sheet and other
- Total assets, start of year
- $93,648
- Total assets, end of year
- $95,666
- Total liabilities, end of year
- $0
- Net assets, end of year
- $95,666
- Fair market value of assets
- $143,473
- Qualifying distributions
- $8,000
- Net investment income
- $3,061
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H Donald Nelson 4312 Southbury Square, Williamsburg, VA 23188 | Trustee | 2 | $0 |
| Carol J Nelson 4312 Southbury Square, Williamsburg, VA 23188 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H Donald Nelson 4312 Southbury Square, Williamsburg, VA 23188 | Trustee | 2 | $0 |
| Carol J Nelson 4312 Southbury Square, Williamsburg, VA 23188 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H Donald Nelson 4312 Southbury Square, Williamsburg, VA 23188 | Trustee | 2 | $0 |
| Carol J Nelson 4312 Southbury Square, Williamsburg, VA 23188 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4312 SOUTHBURY SQ, WILLIAMSBURG, VA 23188-2857
- In care of
- % MERRILL LYNCH TRUST COMPANY TTEE
- Signed the 990-PF
- H DONALD NELSON, PRESIDENT
- Phone
- (757) 220-3669
- Return prepared by
- J Joseph Little Attorney at Law
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-7335151
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $95,666
- Income (IRS master file)
- $19,823
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,823 | $8,000 | $95,666 | XML |
| 990-PF | December 2024 | $3,103 | $8,000 | $93,648 | XML |
| 990-PF | December 2023 | $1,850 | $8,000 | $98,615 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 36-7335151).
Questions about NELSON FAMILY CHARITABLE TRUST 637-74C99
- What is the EIN of NELSON FAMILY CHARITABLE TRUST 637-74C99?
- The employer identification number (EIN) of NELSON FAMILY CHARITABLE TRUST 637-74C99 is 36-7335151.
- Is NELSON FAMILY CHARITABLE TRUST 637-74C99 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to NELSON FAMILY CHARITABLE TRUST 637-74C99 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NELSON FAMILY CHARITABLE TRUST 637-74C99 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NELSON FAMILY CHARITABLE TRUST 637-74C99 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 NELSON FAMILY CHARITABLE TRUST 637-74C99 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 NELSON FAMILY CHARITABLE TRUST 637-74C99?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does NELSON FAMILY CHARITABLE TRUST 637-74C99 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,823, expenses of $8,000 and total assets of $95,666 at year end.
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