Nerman Family Foundation
Nerman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bonita Springs, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 15 grants totaling $231K. Net investment income was $174K.
Key facts about Nerman Family Foundation
- EIN
- 20-8494550
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $231,200
- Grants made (2024)
- 15
- Average grant
- $15,413
- Median grant
- $7,900
- New grantees (estimate)
- 33% first-time grantees (5 of 15, 2024)
- Total assets
- $5,212,826
- Primary geography
- Missouri (65% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Nerman Family Foundation funds
By grant dollars, the top recipient states for Nerman Family Foundation's 15 itemized 2024 grants were Missouri (65%) and Kansas (30%). The most frequent recipient cities were Kansas City, MO (6 grants) and Overland Park, KS (5 grants). None of its 15 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (14 grants).
Is Nerman Family Foundation open to new grantees?
33%
first-time grantees, 2024
In 2024, 5 of 15 grantees (33%) were first-time recipients. First grants averaged $4K; repeat grants $21K. How we count
Medians: $1K first-time, $9K repeat.
- 53% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+8%). Method
- In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Nerman Family Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.2M
+11.9% YoY
Annual Giving
$231K
-3.6% YoY
Grant Count
15
+15.4% YoY
Avg Grant Size
$15K
-16.4% YoY
Under IRS private-foundation payout rules, Nerman Family Foundation reported a distributable amount of $243K for 2024 — the minimum it must pay out in qualifying distributions.
About Nerman Family Foundation
Based on IRS filings
Nerman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bonita Springs, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 15 grants totaling $231K. Net investment income was $174K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,212,826 | $4,660,535 | $4,427,343 |
| Revenue | $809,747 | $502,685 | $725,750 |
| Expenses | $258,416 | $269,493 | $196,557 |
| Qualifying Distributions | $232,400 | $240,925 | $174,315 |
| Net Investment Income | $173,888 | $91,145 | $96,815 |
| Distributable Amount | $242,875 | $194,328 | $169,134 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Truman Library Institute ($110,000), Johnson County Community College Foundation ($50,000), Kansas City Art Institute ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TRUMAN LIBRARY INSTITUTE Kansas City, MO | CHARITABLE | $110,000 |
| JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION Overland Park, KS | CHARITABLE | $50,000 |
| KANSAS CITY ART INSTITUTE Kansas City, MO | CHARTIABLE | $20,000 |
| JEROME NERMAN UTA SCHOLARSHIP FUND Stockbridge, GA | CHARITABLE | $10,000 |
| PARK UNIVERSITY ICM Parkville, MO | CHARITABLE | $10,000 |
| JEWISH FEDERATION OF GREATER KC Overland Park, KS | CHARITABLE | $10,000 |
| AMERICAN PUBLIC SQUARE AT JEWELL Kansas City, MO | CHARITABLE | $8,000 |
| KEHILATH ISRAEL SYNAGOGUE Overland Park, KS | CHARITABLE | $7,900 |
| JEWISH VOCATIONAL SERVICE Kansas City, MO | CHARITABLE | $1,200 |
| ARTS COUNCIL OF JOHNSON COUNTY Overland Park, KS | CHARITABLE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lewis E Nerman | Trustee | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Nerman Family Foundation?
Nerman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bonita Springs, FL. It holds $5.2M in total assets as of 2024.
How large is Nerman Family Foundation?
As of 2024, Nerman Family Foundation holds $5.2M in total assets with $810K in annual revenue. It awarded 15 grants totaling $231K in 2024.
Where does Nerman Family Foundation operate?
Nerman Family Foundation has awarded grants in Florida, Georgia, Indiana, Kansas, Kentucky, Missouri, New Jersey, New York, Texas.
What size grants does Nerman Family Foundation award?
In 2024, Nerman Family Foundation awarded 15 grants totaling $231K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Nerman Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Nerman Family Foundation reported a distributable amount of $243K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Nerman Family Foundation's EIN?
Nerman Family Foundation's EIN (Employer Identification Number) is 20-8494550. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.