HM & CM Iverson Charitable Trust Uw is a private foundation focused on Education, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $342K in total assets. In 2025, it awarded 5 grants totaling $15K. Net investment income was $21K.
Key facts about HM & CM Iverson Charitable Trust Uw
In short: HM & CM Iverson Charitable Trust Uw gave $15K across 5 grants in 2025 (avg $3K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- EIN
- 45-6061996
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $15,000
- Grants made (2025)
- 5
- Average grant
- $3,000
- Median grant
- $3,750
- Total assets
- $342,136
- Primary geography
- Minnesota (88% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$342K
+1.1% YoY
Annual Giving
$15K
-18.9% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$3K
-2.7% YoY
Under IRS private-foundation payout rules, HM & CM Iverson Charitable Trust Uw reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
How HM & CM Iverson Charitable Trust Uw gives
- Giving fell 25% from 2022 to 2025. Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $15K (2021) to $25K (2023). In 2025 it made 5 grants totaling $15K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was University of Minnesotamorris ($4K). Together the top 5 received $15K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Minnesotamorris Morris, MN | General Operating | $3,750 |
| Lake Region Healthcare Corporation Fergus Falls, MN | General Operating | $3,750 |
| Fergus Area College Foundation Fergus Falls, MN | General Operating | $3,750 |
| America Inc Herndon, VA | General Operating | $1,875 |
| Ashby Legacy Fund Ashby, MN | General Operating | $1,875 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $342,136 | $338,445 | $344,215 |
| Revenue | $26,576 | $19,382 | $12,741 |
| Expenses | $26,183 | $28,788 | $39,293 |
| Qualifying Distributions | $20,101 | $22,697 | $31,046 |
| Net Investment Income | $20,789 | $12,979 | $4,377 |
| Distributable Amount | $24,039 | $23,129 | $18,866 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
HM & CM Iverson Charitable Trust Uw's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Brian L. Wing
Co-Trustee
Trustee → Co-Trustee, 2023
On filings since 2019
1 hr/week
$750 (2019) → $750 (2025)
Dallas Rylander
Co-Trustee
Trustee → Co-Trustee, 2023
On filings since 2019
1 hr/week
$750 (2019) → $750 (2025)
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$6K (2019) → $7K (2025)
Nicholas Olson
Co-Trustee
On filings since 2023
1 hr/week
$2K (2023) → $750 (2025)
Former officers (1)
- Former: Lon J. Rylander (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Wells Fargo Bank N a (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about HM & CM Iverson Charitable Trust Uw
How much does HM & CM Iverson Charitable Trust Uw give each year?
HM & CM Iverson Charitable Trust Uw gave $15K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 6 grants.
What is HM & CM Iverson Charitable Trust Uw's typical grant size?
HM & CM Iverson Charitable Trust Uw's median grant in 2025 was $3,750, and its average grant was $3,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does HM & CM Iverson Charitable Trust Uw give grants?
HM & CM Iverson Charitable Trust Uw gives mostly in Minnesota: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (13%). The most frequent recipient cities were Fergus Falls, MN (2 grants).
Does HM & CM Iverson Charitable Trust Uw give general operating support?
Yes: 100% of HM & CM Iverson Charitable Trust Uw's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are HM & CM Iverson Charitable Trust Uw's largest grantees?
HM & CM Iverson Charitable Trust Uw's largest 2025 grantees include University of Minnesotamorris ($3,750), Lake Region Healthcare Corporation ($3,750) and Fergus Area College Foundation ($3,750), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is HM & CM Iverson Charitable Trust Uw?
HM & CM Iverson Charitable Trust Uw reported $342K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is HM & CM Iverson Charitable Trust Uw?
HM & CM Iverson Charitable Trust Uw is a private foundation focused on Education, based in Saint Louis, MO. It holds $342K in total assets as of 2025.
What is HM & CM Iverson Charitable Trust Uw's EIN?
HM & CM Iverson Charitable Trust Uw's EIN (Employer Identification Number) is 45-6061996. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching HM & CM Iverson Charitable Trust Uw by hand.
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