Stuart D Nevermann Charitable Trust
Stuart D Nevermann Charitable Trust is a private foundation based in an individual recipient, Iowa. Its 2025 filing reports 18 grants totaling $28,000 to charitable organizations, with most grant dollars going to recipients in Iowa.
Stuart D Nevermann Charitable Trust at a glance
In short: Stuart D Nevermann Charitable Trust gave $28K across 18 grants in 2025 (avg $2K), mostly in Iowa. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,000
- +0.0% vs 2024
- Grants made (2025)
- 18
- +0.0% vs 2024
- Average grant
- $1,556
- +0.0% vs 2024
- Median grant
- $1,190
- Total assets
- $648,267
- +3.1% vs 2024
- New grantees (estimate)
- 6% first-time grantees (1 of 16, 2025; small sample)
- Primary geography
- Iowa (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Stuart D Nevermann Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 2601 4Th St Sw, Mason City, IA 50401
Phone: (641) 422-1600
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Stuart D Nevermann Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Trinity Lutheran Church ($5K). Together the top 10 received $23K.
Organizations only. It also paid 1 individual scholarship ($1,400), which are not listed by name.
Grant Size Distribution
72 grants across all recorded years
The most common grant size was under $50K: 72 grants of 72 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 86% of grant dollars went to recipients in Iowa, 8% to Maryland, 4% to Arkansas, and 2% to New York.
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
Cities
Is Stuart D Nevermann Charitable Trust open to new grantees?
6%
first-time grantees, 2025
In 2025, 1 of 16 grantees (6%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $1K; repeat grants $2K. How we count
Medians: $1K first-time, $1K repeat.
- 94% of 2025 grantees were also funded in 2024. Method
- Giving grew 95% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $14K (2022) to $28K (2025). In 2025 it made 18 grants totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity Lutheran Church Mason City, IA | Planned Giving Fund | $4,760 |
| 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 |
| North Iowa Area Comm College Mason City, IA | Educational Support | $2,380 |
| Education Foundation of the Mason City Public Schools Mason City, IA | Scholarship Funding | $1,400 |
| 1 individual scholarship Recipients not named | — | $1,400 |
| University of Iowa Iowa City, IA | Scholarship | $1,400 |
| Habitat for Humanity of North Central Iowa Inc Mason City, IA | Housing for the Poor | $1,190 |
| Heifer International Little Rock, AR | Provide Resources to End Hunger | $1,190 |
Ready to take the next step with Stuart D Nevermann Charitable Trust?
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 | $648,267 | $57,587 | $37,979 | $28,000 | 18 | $35,124 | $55,032 | $34,374 |
| 2024 | $628,659 | $18,998 | $37,293 | $28,000 | 18 | $34,817 | $18,065 | $32,940 |
| 2023 | $646,954 | $-47,540 | $35,425 | $27,000 | 18 | $29,539 | $15,364 | $30,258 |
| 2022 | $729,919 | $35,485 | $25,532 | $14,324 | 18 | $18,186 | $13,795 | $30,847 |
| 2021 | $719,966 | $723,660 | $3,694 | — | — | $2,770 | $22,736 | $17,094 |
Under IRS private-foundation payout rules, Stuart D Nevermann Charitable Trust reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state a mission for the trust. Its 2025 grants included support for education and scholarships, social services, poverty relief, housing, hunger relief, and cultural enrichment. For example, Luther College describes itself as a residential liberal arts institution that welcomes students of all backgrounds; Lutheran World Relief says it works with partners to address poverty, injustice, and human suffering; and Mason City Foundation says it supports efforts to enrich the community’s cultural environment.
Grantmaking
In 2025, the trust gave $28,000 through 18 grants. Grants ranged from $238 to $4,760, with a median of $1,190.
Among the larger reported grants were $4,760 to Trinity Lutheran Church for a planned giving fund; $3,570 to Luther College for education development; and $2,380 each to Lutheran Services in Iowa Charitable Foundation for various social services, Lutheran World Relief for work to end poverty, and an individual recipient Area Community College for educational support. Other reported grants included $1,400 to the Education Foundation of the an individual recipient Public Schools for scholarships, $1,400 to the University of Iowa for scholarships, and $1,190 each to Habitat for Humanity of an individual recipient for housing for people in need, Heifer International to provide resources to end hunger, Mason City Family YMCA, and Mason City Foundation for cultural enrichment. Hawkeye Harvest Food Bank received $238; it describes its work as collecting and purchasing food and basic necessities for distribution to disadvantaged people in the an individual recipient area.
Leadership & Key People
Officers and directors from IRS filings
Stuart D Nevermann Charitable Trust's only listed officer is First Citizens Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
First Citizens Bank
Trustee
On filings since 2021
5 hrs/week
$4K (2021) → $9K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $9K, to First Citizens Bank (Trustee).
Frequently asked questions about Stuart D Nevermann Charitable Trust
How much does Stuart D Nevermann Charitable Trust give each year?
Stuart D Nevermann Charitable Trust gave $28K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 18 grants.
What is Stuart D Nevermann Charitable Trust's typical grant size?
Stuart D Nevermann Charitable Trust's median grant in 2025 was $1,190, and its average grant was $1,556, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Stuart D Nevermann Charitable Trust that year got $1K on average.
Where does Stuart D Nevermann Charitable Trust give grants?
Stuart D Nevermann Charitable Trust gives mostly in Iowa: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (9%). The most frequent recipient cities were Mason City, IA (10 grants) and Iowa City, IA (2 grants).
Does Stuart D Nevermann Charitable Trust give general operating support?
Not in 2025: none of the 18 grants with a stated purpose on Stuart D Nevermann Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Stuart D Nevermann Charitable Trust's largest grantees?
Stuart D Nevermann Charitable Trust's largest 2025 grantees include Trinity Lutheran Church ($4,760), Luther College ($3,570) and University of Iowa ($2,590 across 2 grants), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($1,400), which are not listed by name. Together they received 39% of its itemized 2025 grant dollars.
How large is Stuart D Nevermann Charitable Trust?
Stuart D Nevermann Charitable Trust reported $648K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
What does Stuart D Nevermann Charitable Trust fund?
The available information does not state a mission for the trust. Its 2025 grants included support for education and scholarships, social services, poverty relief, housing, hunger relief, and cultural enrichment. See mission & focus areas ↑
How do I apply for a grant from Stuart D Nevermann Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2025.
Does Stuart D Nevermann Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in Stuart D Nevermann Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Iowa
Tomson Family Foundation Trust
Mason City, IA
The Tomson Family Foundation Trust funds education, arts and culture, historical organizations, and charitable and religious purposes, primarily in Iowa and Minnesota, with some support elsewhere. Its 2025 grants ranged from $1,000 to $125,000, with a median of $5,000. It lists contact people rather than a standard application form and says giving is not limited to preselected organizations.
Assets
$12.5M
Grants
79
Total Given
$966K
The American Center for Philanthropy Inc
Northfield, MN
The American Center for Philanthropy supports a wide range of charitable causes, primarily through donor-advised funds, with grants concentrated in Minnesota and Florida. Its 2024 itemized grants had a median of $13,250, though awards ranged from $5,200 to over $2 million. It accepts grant requests through an online portal or printable nomination form.
Assets
$40.8M
Grants
103
Total Given
$6.8M
Pikes Peak Community Foundation
Colorado Springs, CO
Pikes Peak Community Foundation funds nonprofit and government projects addressing community needs in areas including education, arts and culture, human services, housing, and food services, with an emphasis on resident priorities in El Paso and Teller Counties. Its 2025 grants had a median of $13,300, though awards varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$92.9M
Grants
190
Total Given
$6.5M
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Saint Paul & Minnesota Foundation
St. Paul, MN
The Saint Paul & Minnesota Foundation funds community-led work in areas including economic opportunity, health and human services, youth and education, housing, and organizational capacity. Its 2025 grants had a median of $26,000; listed programs offer up to $50,000 for eligible East Metro work and up to $15,000 for qualifying Minnesota organizations. It accepts applications through specific programs, including rolling application opportunities; the Community Solutions Grant Program serves Dakota, Ramsey, and Washington counties.
Assets
$1.7B
Grants
1,473
Total Given
$107.2M
Community Fdn of Greater Des Moines F/K/a Greater Des Moines Community Fdn
Des Moines, IA
The Community Foundation of Greater Des Moines supports projects that improve quality of life in Greater Des Moines, including housing and transportation access, health, economic opportunity, inclusive communities, and nonprofit capacity-building. Its 2024 itemized grants had a median of about $12,900, though awards ranged from roughly $5,000 to $7.34 million.
Assets
$918.7M
Grants
1,259
Total Given
$55.7M
More similar funders
More Funders in Iowa
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Stuart D Nevermann Charitable Trust'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.
Stuart D Nevermann Charitable Trust down — hundreds of funders to go?