Stuart D Nevermann Charitable Trust
Stuart D Nevermann Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MASON CITY, IA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $629K in total assets. In 2024, it awarded 18 grants totaling $28K. Net investment income was $18K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$629K
-2.8% YoY
Annual Giving
$28K
+3.7% YoY
Grant Count
18
+0.0% YoY
Avg Grant Size
$2K
+3.7% YoY
Under IRS private-foundation payout rules, Stuart D Nevermann Charitable Trust reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.
About Stuart D Nevermann Charitable Trust
Based on IRS filings
Stuart D Nevermann Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MASON CITY, IA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $629K in total assets. In 2024, it awarded 18 grants totaling $28K. Net investment income was $18K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $628,659 | $646,954 | $729,919 |
| Revenue | $18,998 | $-47,540 | $35,485 |
| Expenses | $37,293 | $35,425 | $25,532 |
| Qualifying Distributions | $34,817 | $29,539 | $18,186 |
| Net Investment Income | $18,065 | $15,364 | $13,795 |
| Distributable Amount | $32,940 | $30,258 | $30,847 |
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
54 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Trinity Lutheran Church ($4,760), Luther College ($3,570), Lutheran Services in Iowa Charitable Foundation Inc ($2,380).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN PARKINSON DISEASE ASSOCIATION STATEN ISLAND, NY | MEDICAL RESEARCH | $476 |
| COMMUNITY KITCHEN OF NORTH IOWA INC MASON CITY, IA | MEALS FOR NEEDY | $238 |
| GLOBE GAZETTE CHRISTMAS CHEER FUND INC MASON CITY, IA | ANNUAL XMAS FUND FOR NEEDY | $238 |
| HABITAT FOR HUMANITY OF NORTH CENTRAL IOWA INC MASON CITY, IA | HOUSING FOR THE POOR | $1,190 |
| HAWKEYE HARVEST FOOD BANK CORP MASON CITY, IA | FOOD BANK FOR POOR | $238 |
| HEIFER INTERNATIONAL LITTLE ROCK, AR | PROVIDE RESOURCES TO END HUNGER | $1,190 |
| LUTHER COLLEGE DECORAH, IA | EDUCATION DEVELOPMENT | $3,570 |
| LUTHERAN SERVICES IN IOWA CHARITABLE FOUNDATION INC WAVERLY, IA | FUNDING FOR VARIOUS SOCIAL SERVICES | $2,380 |
| LUTHERAN WORLD RELIEF BALTIMORE, MD | FUNDING TO END POVERTY | $2,380 |
| MASON CITY SCHOOL DISTRICT MASON CITY, IA | SCHOLARSHIP FUNDING | $1,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Stuart D Nevermann Charitable Trust?
Stuart D Nevermann Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MASON CITY, IA. It holds $629K in total assets as of 2024.
How large is Stuart D Nevermann Charitable Trust?
As of 2024, Stuart D Nevermann Charitable Trust holds $629K in total assets with $19K in annual revenue. It awarded 18 grants totaling $28K in 2024.
Where does Stuart D Nevermann Charitable Trust operate?
Stuart D Nevermann Charitable Trust has awarded grants in Arkansas, Iowa, Maryland, New York.
What size grants does Stuart D Nevermann Charitable Trust award?
In 2024, Stuart D Nevermann Charitable Trust awarded 18 grants totaling $28K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Stuart D Nevermann Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stuart D Nevermann Charitable Trust reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stuart D Nevermann Charitable Trust's EIN?
Stuart D Nevermann Charitable Trust's EIN (Employer Identification Number) is 86-3965471. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Stuart D Nevermann Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.