Iversen Family Foundation

Private foundation · Grantmaker Six Mile, SC EIN: 84-2849461

Iversen Family Foundation is a private foundation, based in Six Mile, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $24.5M in total assets. In 2024, it awarded 1 grant totaling $1.0M. Net investment income was $1.6M.

Key facts about Iversen Family Foundation

In short: Iversen Family Foundation gave $1.0M across 1 grant in 2024 (avg $1.0M), mostly in South Carolina. Source: 2024 IRS Form 990-PF.

EIN
84-2849461
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,000,000
Grants made (2024)
1
Average grant
$1,000,000
Median grant
$1,000,000
Total assets
$24,536,395
Primary geography
South Carolina (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$24.5M

+31.5% YoY

Annual Giving

$1.0M

+0.7% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$1.0M

+101.4% YoY

Under IRS private-foundation payout rules, Iversen Family Foundation reported a distributable amount of $875K for 2024 — the minimum it must pay out in qualifying distributions.

How Iversen Family Foundation gives

  • Giving grew 40% from 2021 to 2024. Method
  • In 2024 it paid out 115% of its IRS minimum distribution (the 5% rule). 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

3states

Share of all 1 itemized 2024 grant dollars.

Cities

PickensCrawfordvilleIndependence

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M1 grants20202 grants20211 grants20222 grants20231 grants2024

From 2020 to 2024, annual grant giving ranged from $168K (2020) to $1.0M (2024). In 2024 it made 1 grant totaling $1.0M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

The Mill Church: $1.0MThe Mill Church$1.0M

The largest 2024 recipient was The Mill Church ($1.0M).

Grant Size Distribution

7 grants across all recorded years

<$50K$50–100K2$100–250K2$250–500K2$500K–1M1$1–5M$5M+

The most common grant size was in the $100–250K range: 2 grants of 7 (29%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Mill Church Pickens, SCGeneral Operating Support$1,000,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M20202021202220232024
Metric202420232022
Total Assets$24,536,395$18,660,511$19,604,179
Revenue$7,098,541$266,995$568,383
Expenses$1,222,657$1,210,663$1,226,947
Qualifying Distributions$1,002,625$992,806$833,575
Net Investment Income$1,577,420$265,282$98,249
Distributable Amount$875,426$971,755$999,939

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Iversen Family Foundation is led by Bernt G. Iversen II, President, Secretary & Treasurer on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Bernt G. Iversen II

    President, Secretary & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Chloe Iversen

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Mackenzie Iversen

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Bonnie Iversen

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Mackenzie Ivernse (2020–2022) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Iversen Family Foundation

How much does Iversen Family Foundation give each year?

Iversen Family Foundation gave $1.0M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $993K across 2 grants.

How large is Iversen Family Foundation?

Iversen Family Foundation reported $24.5M in total assets on its 2024 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $875K (roughly 5% of its investment assets).

Where does Iversen Family Foundation operate?

Iversen Family Foundation has awarded grants in Florida, Ohio, South Carolina.

What is Iversen Family Foundation's EIN?

Iversen Family Foundation's EIN (Employer Identification Number) is 84-2849461. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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