John W Nelson Trust

Analysis

John W Nelson Trust is a registered charity in United States, based in Carroll, IA. It received its IRS tax-exemption ruling in January 1966, 60 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation (type i) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending April 2024, John W Nelson Trust reported income of $335k and spending of $368k, spending 110% of what it took in. Across the 5 years on record, from April 2020 to April 2024, income grew from $247k to $335k (+36%), an average of +8.0% a year. The sharpest change came in the year to April 2022, when income rose by 19%. Over the whole period it spent 107% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, John W Nelson Trust sits at the 67th percentile: it is larger than about 67% of them. Against every charity in United States with reported income it ranks in the 64th percentile, and in the 66th percentile within IA. Charities of a similar size with the same main cause include Texas Trust Gives ($335k), Fellows of the Rsa in the United States ($335k) and Kowalskis 4 Kids ($335k).

Compensation of current officers, directors and key employees was $33k (9.1% of expenses). At year end it held assets of $1.0m against liabilities of $0, net assets of $1.0m.