Helen M Nelson Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Helen M Nelson Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 41-6526908

Foundation Overview

Based in Mobile, AL, Helen M Nelson Charitable Trust has awarded 48 grants totaling $514,530 to organizations in Alabama. Individual grants range from $2,145 to $21,693, with a median award of $10,112.

Latest Tax Year
2024
Total Giving (all years)
$514,530
Total Assets
$1,621,170
Median Grant (all grants)
$10,112

Latest Form 990-PF Snapshot

Total Grants
6
Median Grant
$17,355
% Median Grant Growth
+9% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 6 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Alabama

100% of all grants are concentrated in Alabama, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Alabama, funding concentrates in Mobile (100%).

Funding Trajectory
+8%

Stable funding levels with 8% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + 2 others

Diversified giving across multiple program areas with primary emphasis on general purposes (50%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into Helen M Nelson Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
United Way Of South West Alabama $4,339 Mobile, AL, US Unrestricted Charitable Use 2024
The Community Foundation $4,339 Mobile, AL, US Unrestricted Charitable Use 2024
9518 $17,355 Mobile, AL, US Scholarships For The Needy 2024
University Of South Alabama $17,355 Mobile, AL, US Scholarships For The Needy 2024
Exchange Club Family Center $21,693 Mobile, AL, US Prevent Child Abuse 2024
Penelope House $21,693 Mobile, AL, US Support Abused Spouses & Kids 2024
United Way Of South West Alabama $3,995 Mobile, AL, US Unrestricted Charitable Use 2023
The Community Foundation $3,995 Mobile, AL, US Unrestricted Charitable Use 2023
9518 $15,982 Mobile, AL, US Scholarships For The Needy 2023
University Of South Alabama $15,982 Mobile, AL, US Scholarships For The Needy 2023
Exchange Club Family Center $19,977 Mobile, AL, US Prevent Child Abuse 2023
Penelope House $19,977 Mobile, AL, US Support Abused Spouses & Kids 2023
United Way Of South West Alabama $3,995 Mobile, AL, US Unrestricted Charitable Use 2023
The Community Foundation $3,995 Mobile, AL, US Unrestricted Charitable Use 2023
9518 $15,982 Mobile, AL, US Scholarships For The Needy 2023
University Of South Alabama $15,982 Mobile, AL, US Scholarships For The Needy 2023
Exchange Club Family Center $19,977 Mobile, AL, US Prevent Child Abuse 2023
Penelope House $19,977 Mobile, AL, US Support Abused Spouses & Kids 2023
United Way Of South West Alabama $2,380 Mobile, AL, US Unrestricted Charitable Use 2022
The Community Foundation $2,380 Mobile, AL, US Unrestricted Charitable Use 2022
9518 $9,518 Mobile, AL, US Scholarships For The Needy 2022
University Of South Alabama $9,518 Mobile, AL, US Scholarships For The Needy 2022
Exchange Club Family Center $11,897 Mobile, AL, US Prevent Child Abuse 2022
Penelope House $11,897 Mobile, AL, US Support Abused Spouses & Kids 2022
United Way Of South West Alabama $2,380 Mobile, AL, US Unrestricted Charitable Use 2022
The Community Foundation $2,380 Mobile, AL, US Unrestricted Charitable Use 2022
9518 $9,518 Mobile, AL, US Scholarships For The Needy 2022
University Of South Alabama $9,518 Mobile, AL, US Scholarships For The Needy 2022
Exchange Club Family Center $11,897 Mobile, AL, US Prevent Child Abuse 2022
Penelope House $11,897 Mobile, AL, US Support Abused Spouses & Kids 2022
United Way Of South West Alabama $2,380 Mobile, AL, US Unrestricted Charitable Use 2022
The Community Foundation $2,380 Mobile, AL, US Unrestricted Charitable Use 2022
9518 $9,518 Mobile, AL, US Scholarships For The Needy 2022
University Of South Alabama $9,518 Mobile, AL, US Scholarships For The Needy 2022
Exchange Club Family Center $11,897 Mobile, AL, US Prevent Child Abuse 2022
Penelope House $11,897 Mobile, AL, US Support Abused Spouses & Kids 2022
United Way Of South West Alabama $2,145 Mobile, AL, US Unrestricted Charitable Use 2021
The Community Foundation $4,145 Mobile, AL, US Unrestricted Charitable Use 2021
Spring Hill College $8,564 Mobile, AL, US Scholarships For The Needy 2021
University Of South Alabama $8,564 Mobile, AL, US Scholarships For The Needy 2021
Exchange Club Family Center $10,706 Mobile, AL, US Prevent Child Abuse 2021
Penelope House $10,706 Mobile, AL, US Support Abused Spouses & Kids 2021
United Way Of South West Alabama $4,017 Mobile, AL, US Unrestricted Charitable Use 2020
The Community Foundation $4,017 Mobile, AL, US Unrestricted Charitable Use 2020
Spring Hill College $16,068 Mobile, AL, US Scholarships For The Needy 2020
University Of South Alabama $16,068 Mobile, AL, US Scholarships For The Needy 2020
Exchange Club Family Center $20,085 Mobile, AL, US Prevent Child Abuse 2020
Penelope House $20,085 Mobile, AL, US Support Abused Spouses & Kids 2020

Foundations Similar to Helen M Nelson Charitable Trust

Discover 5 foundations with comparable assets ($1,543,535-$1,699,480), similar grant patterns, and geographic focus in AL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 72-1396945 | 101 grants awarded
$1,620,079
(≈ Similar)
$7,500
median grant
Grove Hill, AL
Same state
100%
Excellent match

EIN: 63-0781485 | 50 grants awarded
$1,661,754
(≈ Similar)
$10,000
median grant
Greenville, AL
Same state
99%
Excellent match

EIN: 63-1286914 | 46 grants awarded
$1,688,461
(≈ Similar)
$15,000
median grant
Auburn, AL
Same state
98%
Excellent match

EIN: 20-0308917 | 62 grants awarded
$1,543,535
(≈ Similar)
$10,000
median grant
Mobile, AL
Same state
98%
Excellent match

EIN: 63-1094539 | 115 grants awarded
$1,699,480
(≈ Similar)
$7,000
median grant
Mobile, AL
Same state
98%
Excellent match

Contact Information

Official contact details for Helen M Nelson Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 41-6526908
Website N/A
Address 267 HOUSTON ST Mobile, AL 36606-4318

Key People (1)

Board members, trustees, and key staff who oversee Helen M Nelson Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Michael D Langan

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Helen M Nelson Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.