Nelson Charitable Foundation

990PF • Fiscal year 2023 • EIN 13-4188888

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile

C/O Ota Llc One Manhattanville RdPurchase, NY 10577

(914) 460-4017

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

42%

Higher net margin than 71% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

1.4%

Faster asset growth than 62% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2022 to 2023

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets82nd percentile

Assets

$1,224,114

Up $16,500 (+1.4%) from 2022

Net Assets

$1,224,114

Up $16,500 (+1.4%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue77th percentile Net Margin71st percentile

Revenue

$43,894

Up $80,302 (+221%) from 2022

Expenses

$25,328

Up $9,007 (+55%) from 2022

Net Income

$18,566

Up $71,295 (+135%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$1,224,114

Liabilities$0

Net Assets$1,224,114

Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue$43,894

Expenses$25,328

Net Income$18,566

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 8, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RANDOLPH NELSON	Pres/Tres	PT	$0	-	-
CYNTHIA NELSON	VP, Sect	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Nelson Charitable Foundation
EIN: 13-4188888
Phone: 9144604017
Address: C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577

Signing Officer

Name: Randolph Nelson
Title: President
Phone: 9144604017
Signed: 2024-05-08

Raw XML Appendix329 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	UTD FIDELITY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	VANGUARD MARKET NEUTRAL FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	US TBILLS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	175000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	200000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	118560
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	173854
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	197409
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	118473
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-1146
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-2591
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	-87
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt	0	932153
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt	0	932153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	214690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	INVESTMENT IN SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	214690
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	46943
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-3824
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	43119
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	43119
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	46615
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	25000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	25000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	775
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	46943
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	46943
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	46943
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	18566
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	489736
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt	0	53
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	53
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	53
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-3824
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	46615
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt	0	215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	60
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	60
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	60
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	46943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	25000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	25328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	46943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	43894
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2023-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2022-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2022-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	175000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	118560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-1146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-2591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-87
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-1146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-2591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-87
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	173854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	197409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	118473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	UTD FIDELITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	VANGUARD MARKET NEUTRAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	US TBILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2023-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2023-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-3824
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-3824
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	18566
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	2066
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1226180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1207614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1224114
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	59213
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	59213
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	59213
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	59861
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	648
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	733
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	1000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt	0	-1381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	733
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1381
IRS990PF/FMVAssetsEOYAmt	0	1224114
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	806
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	806
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	1138291
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	214690
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	214690
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1207614
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1224114
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	69323
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	76465
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	76465
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1207614
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1224114
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1224114
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1207614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1224114
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1207614
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1224114
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	932153
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	932153
IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1215461
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	72894
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1142567
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	18232
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	59861
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1197229
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1215461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	RANDOLPH NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CYNTHIA NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRES/TRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VP, SECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	HAVEN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	HAVEN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	BEVERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	BEVERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	01915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	01915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	25000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	25000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	13
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	CYNTHIA NELSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	ONE MANHATTANVILLE RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PURCHASE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	10577
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9144604020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	SUPPORT PUBLIC CHARITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	RANDOLPH NELSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	BRONX LACROSSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1 MANHATTANVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10577
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	25000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	59213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	12500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	146500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	36500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	105250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	121490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	121490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	325750
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	25000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	12500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	146500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	36500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	105250
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	25000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	25000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	447240
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	422240
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	59213
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	806
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	806
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1566
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	UNREALIZED LOSSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	FEDERAL TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	215
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MISCELLANEOUS EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	215
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	60
TaxesSchedule/TaxesDetail/Amt	0	60
TaxesSchedule/TaxesDetail/CategoryTxt	0	STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	60
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RANDOLPH NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9144604017
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	NELSON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	NELS
ReturnHeader/Filer/EIN	0	134188888
ReturnHeader/Filer/PhoneNum	0	9144604017
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O OTA LLC ONE MANHATTANVILLE RD
ReturnHeader/Filer/USAddress/CityNm	0	PURCHASE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10577
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/ReturnTs	0	2024-11-08T08:09:43-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,224,114
Liabilities: $0
Net assets: $1,224,114
Revenue: $43,894
Expenses: $25,328
Net income: $18,566

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.30	$0.10	$0.07	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$1.22	$0.00	$1.22	$0.04	$0.03	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$1.21	$0.00	$1.21	$0.04	$0.02	$0.05
2021Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.33	$0.06	$0.15	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$1.42	$0.00	$1.42	$0.01	$0.04	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.10	$0.11	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.50	$0.12	$0.37
2017Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35	$0.25	$0.30	$0.05
2016Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$0.01	$0.19	$0.20
2015Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.03	$0.15	$0.12
2014Detailed filing. Detailed filing data is available for this year.	$1.44	$0.00	$1.44	$0.07	$0.11	$0.04
2013Detailed filing. Detailed filing data is available for this year.	$1.55	$0.00	$1.55	$0.09	$0.05	$0.05
2012Detailed filing. Detailed filing data is available for this year.	$1.50	$0.00	$1.50		$0.03
2011Summary only. Only limited summary data is available for this year.	$1.44	$0.00		$0.01	$0.12	$0.13