Civic Intelligence

Nelson Family Charitable Trust 637-74C99

990PF • Fiscal year 2020 • EIN 36-7335151

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 28, 2022

Organization Profile
4312 Southbury SquareWilliamsburg, VA 23188

(757) 220-3669

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-147%

Higher net margin than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$117,954

No earlier filing loaded for comparison.

Net Assets

$117,954

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

$2,775

No earlier filing loaded for comparison.

Expenses

$6,861

No earlier filing loaded for comparison.

Net Income

-$4,086

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2020: $117,954Liabilities 2020: $0Net Assets 2020: $117,9542020Assets 2021: $112,602Liabilities 2021: $0Net Assets 2021: $112,6022021Assets 2022: $104,848Liabilities 2022: $0Net Assets 2022: $104,8482022Assets 2023: $98,615Liabilities 2023: $0Net Assets 2023: $98,6152023Assets 2024: $93,648Liabilities 2024: $0Net Assets 2024: $93,6482024

Highlighted filing

2020

Assets$117,954
Liabilities$0
Net Assets$117,954
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KRevenue 2020: $2,775Expenses 2020: $6,861Net Income 2020: -$4,0862020Revenue 2021: $4,732Expenses 2021: $8,000Net Income 2021: -$3,2682021Revenue 2022: $315Expenses 2022: $8,000Net Income 2022: -$7,6852022Revenue 2023: $1,850Expenses 2023: $8,000Net Income 2023: -$6,1502023Revenue 2024: $3,103Expenses 2024: $8,000Net Income 2024: -$4,8972024

Highlighted filing

2020

Revenue$2,775
Expenses$6,861
Net Income-$4,086
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 28, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Donald NelsonTrustee-$0--
Carol J NelsonTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantColonial Williamsburg FoundationGeneral Operating501(c)(3)Williamsburg, VA, US$2,500
Paid GrantKellogg School of MgmtGeneral Operating501(c)(3)Evanston, IL, US$2,500
Paid GrantEl Ayudante IncGeneral Operating501(c)(3)Jackson, TX, US$1,000
Paid GrantPitino ShelterGeneral Operating501(c)(3)Owensboro, KY, US$500
Paid GrantOwensboro Humane SocietyGeneral Operating501(c)(3)Owensboro, KY, US$500
Paid GrantBoy Scouts of AmericaGeneral Operating501(c)(3)Hollister, CA, US$500
Paid GrantOperating KindnessGeneral Operating501(c)(3)Carrollton, TX, US$500
Filing and Contact Details

Filer

Filer Name
Nelson Family Charitable Trust
EIN
36-7335151
Phone
7572203669
Address
4312 Southbury Square, Williamsburg, VA 23188

Signing Officer

Name
Harry D Nelson
Title
President
Phone
7572203669
Signed
2022-04-28

Preparer

Firm
J Joseph Little Attorney at Law
Address
180 N Stetson Ave Ste 3500, Chicago, IL 60601
Preparer
J Joseph Little
Raw XML Appendix349 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Colonial Williamsburg Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Kellogg School of Mgmt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Pitino Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Owensboro Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4El Ayudante Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Boy Scouts of America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Operating Kindness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11201 Davis Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2501 Walnur Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33101 W 2d Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 10805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5Troop 436
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63201 Earhart Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Williamsburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Owensboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Owensboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Hollister
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Carrollton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd242301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd342301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675006
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06572
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01044
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0983
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02139
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05861
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Misc Adj
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-1139
ReasonableCauseExplanation/ExplanationTxt0Taxpayer did not have electronic access to file this return; Taxpayers are in their late 80s. Taxpayer was contacted by IRS and received written consent to file year 2020 Form 990PF by April 30, 2022.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY D NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07572203669
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NELSON FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NELS
ReturnHeader/Filer/EIN0367335151
ReturnHeader/Filer/PhoneNum07572203669
ReturnHeader/Filer/USAddress/AddressLine1Txt04312 Southbury Square
ReturnHeader/Filer/USAddress/CityNm0Williamsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Joseph Little Attorney at Law
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 N Stetson Ave Ste 3500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Joseph Little
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-20T08:28:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,954
Liabilities
$0
Net assets
$117,954
Revenue
$2,775
Expenses
$6,861
Net income
-$4,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.07$0.04
Peer Organizations

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