HM & CM Iverson Charitable Trust Uw
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.
HM & CM Iverson Charitable Trust Uw at a glance
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.
- Annual giving (2025)
- $15,000
- -18.9% vs 2024
- Grants made (2025)
- 5
- -16.7% vs 2024
- Average grant
- $3,000
- -2.7% vs 2024
- Median grant
- $3,750
- Total assets
- $342,136
- +1.1% vs 2024
- Primary geography
- Minnesota (88% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who HM & CM Iverson Charitable Trust Uw funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with HM & CM Iverson Charitable Trust Uw?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $342,136 | $26,576 | $26,183 | $15,000 | 5 | $20,101 | $20,789 | $24,039 |
| 2024 | $338,445 | $19,382 | $28,788 | $18,500 | 6 | $22,697 | $12,979 | $23,129 |
| 2023 | $344,215 | $12,741 | $39,293 | $25,000 | 5 | $31,046 | $4,377 | $18,866 |
| 2022 | $370,858 | $15,065 | $28,030 | $20,000 | 5 | $22,640 | $10,060 | $20,283 |
| 2021 | $384,154 | $33,929 | $23,617 | $15,000 | 5 | $17,796 | $28,411 | $22,572 |
| 2020 | $373,825 | $28,825 | $24,871 | $16,000 | 5 | — | $23,906 | $19,129 |
| 2019 | $370,306 | $36,974 | $24,990 | $16,000 | 5 | — | $32,120 | $19,209 |
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.
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.
Data update history
(8)
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
Live grants for the work HM & CM Iverson Charitable Trust Uw funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in HM & CM Iverson Charitable Trust Uw's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Missouri
Otter Tail Corporation Foundation
Fergus Falls, MN
The foundation supports education, health and human services, workforce development, community projects, arts and culture, and environmental conservation, primarily through qualifying public charities in Arizona, Georgia, Illinois, Minnesota, North Dakota, and South Dakota. In 2025, grants ranged from $500 to $50,000, with a median of $8,500. It makes its application available on its website and does not restrict giving to preselected organizations.
Assets
$17.6M
Grants
38
Total Given
$403K
James L & Nellie Westlake Sfund-Uma
Milwaukee, WI
Assets
$19.5M
Grants
1
Total Given
$833K
Otter Tail Power Company Foundation
Fergus Falls, MN
The Otter Tail Power Company Foundation funds public charities and educational organizations working in community and cultural development, education, the environment, and health and human services in Otter Tail Power Company’s service area. Its 2025 grants ranged from $50 to $60,000, with a median award of $2,500; the profile does not state whether it accepts unsolicited requests.
Assets
$11.3M
Grants
156
Total Given
$882K
Feraldo William Pablo Mem Fnd-Uma
Eagan, MN
Assets
$11.1M
Grants
3
Total Given
$549K
Adam R Scripps Foundation
Ft Mitchell, KY
The Adam R Scripps Foundation funds science and STEM education, housing, health, scholarships, and community and cultural projects, with grants across multiple states, especially Texas and California. Its 2024 grants ranged from $1,000 to $2 million, with a median of $50,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$754.6M
Grants
281
Total Given
$35.5M
Educational Credit Management Corporation
Minneapolis, MN
Educational Credit supports postsecondary access and student success, including FAFSA assistance, financial education, and student-support programs. Its 2024 grants had a median of $55,383, though amounts varied widely; funding was concentrated in Minnesota, with grants also reaching other states. The profile states that ECMC Foundation accepts unsolicited requests through a rolling online Letter of Inquiry process.
Assets
$209.1M
Grants
293
Total Given
$177.0M
More similar funders
More Funders in Missouri
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from HM & CM Iverson Charitable Trust Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
HM & CM Iverson Charitable Trust Uw down — hundreds of funders to go?