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Jonathan Nelson

Rhode IslandFinanceGiving Pledge

AIProfile Summary

Jonathan Nelson (born 1956) is a U.S.-based finance figure associated with Rhode Island and has an estimated net worth of ~$3.6B. SEC records show he is an insider filer with 76 total insider filings under a personal CIK, indicating he reports certain stock ownership changes to the SEC. Recent filings include multiple Form 4 submissions in 2021–2023 and a Form 3 in 2021. RTB SEC EDGAR

Business & SEC Activity

SEC EDGAR links Jonathan Nelson to insider filings and issuer records connected to companies including Omnicom Group (OMC) and CDW (CDW). A Form 3 is an initial statement of beneficial ownership for corporate insiders, while Form 4 reports subsequent changes in ownership such as purchases, sales, or option exercises. His recent insider filing activity includes multiple Form 4s dated 2022–2023. SEC EDGAR

Philanthropy

ProPublica nonprofit filings list multiple entities named “Nelson Foundation,” with combined reported assets of $4,088,679 for tax year 2023 across the listed foundations. For 2023, the IA and LA Nelson Foundation filings both report $0 in grants paid despite reporting assets and expenses. The IA foundation reported $3,697,879 in assets with $0 grants paid, and the LA foundation reported $390,800 in assets with $0 grants paid. ProPublica 990

Political Activity

FEC data shows 100 contributions totaling $1,995.11 from 2024-12-20 to 2025-12-31. The largest recipients listed are ActBlue ($1,123) and WinRed ($480.96), with additional amounts to candidates and a corporate PAC. The party breakdown reported is $165 to Democrats, $156.15 to Republicans, and $1,673.96 to PAC/Other. FEC

In the News

Recent headlines mentioning Jonathan Nelson include a CNHI News item titled “Rhode Island has 1 billionaire, see who they are” (2026-02-18) and a Forbes item “ForbesBLK 50: Money Masters” (2026-02-20). Additional mentions in the same date range include a Tribune Chronicle local-news story and an obituary post. These items appeared between 2026-02-17 and 2026-02-23. NewsAPI

AI-generated summary from sec_edgar, newsapi, fec, rtb, propublica_990 3/10/2026 (gpt-5.2). All claims are derived from the source data shown below.

USU.S. Presence

residenceProvidence, Rhode Island

990Philanthropy

$4.1MFoundation Assets
$216KGrants Paid
3Foundations
Nelson FoundationDes Moines, IA
Private grantmaking foundation (IRS NTEE T20)
Assets: $3.7MRevenue: $375KGrants: $183KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Nelson FoundationShreveport, LA
Assets: $391KRevenue: $26KGrants: $33KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Nelson FoundationMissouri City, TX
Youth development (IRS NTEE O50)
Assets: $0Revenue: $0Grants: $0
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Source: ProPublica (990) annual filing · latest on record (retrieved 3/9/2026) (proPublica_990)

FECPolitical Contributions

$2KTotal Contributed
100Contributions
2024–2025Date Range

By Party

PAC/Other
$2K
DEM
$165
REP
$156.15

Top Recipients

ACTBLUE$1K
WINRED$480.96
KARI LAKE FOR SENATE$156.15
JOSH WEIL FOR SENATE$125
WALMART INC. PAC FOR RESPONSIBLE GOVERNMENT$70
Source: FEC contribution filings · latest on record (retrieved 3/10/2026) (fec)

SECSEC Filings

76Total Filings
76Insider Filings
252EDGAR Mentions
0001035233Personal CIK

Associated Companies

Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.

Recent Insider Filings

4FORM 4 SUBMISSION
11/29/2023
4FORM 4 SUBMISSION
11/17/2023
4FORM 4 SUBMISSION
8/11/2023
4FORM 4 SUBMISSION
3/8/2023
4FORM 4 SUBMISSION
11/17/2022
4FORM 4 SUBMISSION
8/12/2022
4FORM 4 SUBMISSION
11/24/2021
4FORM 4 SUBMISSION
4/27/2021
3FORM 3 SUBMISSION
4/20/2021
4FORM 4 SUBMISSION
8/20/2015
Source: SEC EDGAR regulatory filings · latest on record (retrieved 6/27/2026) (sec_derived)

NEWSRecent News

4Total Articles
Tribune Chronicle, Warren OHTop Source
PositiveAvg. Sentiment
Night of Hope shines light on need for foster homes
ForbesBLK 50: Money Masters
Rhode Island has 1 billionaire, see who they are
Sybil Grinstead Webb Obit
Source: NewsAPI retrieved 3/9/2026 (newsapi)

PBSScore Breakdown

C
37.6
Public Benefit Score

The PBS is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.

Philanthropy65% weight
17%

Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).

Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry

Transparency35% weight
75%

How much sourced, public accountability data exists — net worth, political contributions, SEC filings, foundation 990s, news coverage, and a verified profile. More public disclosure scores higher.

Data: FEC, SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata

Formula (v2): PBS = 65% x Philanthropy + 35% x Transparency

Scored on 6/23/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.

All data is sourced from public records. Each section links to its original source.

Jonathan Nelson — Public Benefit Score C (38) | Billionaire Army