Stuart D Nevermann Charitable Trust

MASON CITY, IA EIN: 86-3965471

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$199K$398K$597K$796K2021202220232024
Metric202420232022
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

$0$7K$14K$21K$28K0 grants202118 grants202218 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TRINITY LUTHERAN CHURCH$5KLUTHER COLLEGE$4KLUTHERAN SERVICES IN IOW…$2KLUTHERAN WORLD RELIEF$2KNORTH IOWA AREA COMM COL…$2KMASON CITY SCHOOL DISTRICT$1KNORTH IOWA AREA COMM COL…$1KUNIVERSITY OF IOWA$1KHABITAT FOR HUMANITY OF …$1KHEIFER INTERNATIONAL$1K

Grant Size Distribution

54 grants across all recorded years

54<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Stuart D Nevermann Charitable Trust fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

4states

Cities

BaltimoreDecorahIowa CityLittle RockMason CityStaten IslandWaverly

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

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