Vera Z Dwyer Charitable Trust Uad 121920
The Vera Z Dwyer Charitable Trust UAD 121920 is a private foundation based in Mishawaka, Indiana. Its 2025 filing reports grants to charitable organizations, all of which went to recipients in Indiana.
Key facts about Vera Z Dwyer Charitable Trust Uad 121920
In short: Vera Z Dwyer Charitable Trust Uad 121920 gave $2.6M across 14 grants in 2025 (avg $186K), mostly in Indiana. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 20-8042109
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,599,209
- Grants made (2025)
- 14
- Average grant
- $185,658
- Median grant
- $123,772
- New grantees (estimate)
- 7% first-time grantees (1 of 14, 2025)
- Total assets
- $4,849,997
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.8M
-22.6% YoY
Annual Giving
$2.6M
-5.6% YoY
Grant Count
14
+16.7% YoY
Avg Grant Size
$186K
-19.1% YoY
Under IRS private-foundation payout rules, Vera Z Dwyer Charitable Trust Uad 121920 reported a distributable amount of $440K for 2025 — the minimum it must pay out in qualifying distributions.
Is Vera Z Dwyer Charitable Trust Uad 121920 open to new grantees?
7%
first-time grantees, 2025
In 2025, 1 of 14 grantees (7%) were first-time recipients. First grants averaged $20K; repeat grants $198K. How we count
Medians: $20K first-time, $125K repeat.
- 64% of 2025 grantees were also funded in 2024. Method
- Giving grew 76% from 2022 to 2025. Method
- In 2025 it paid out 591% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants show support for organizations working in higher education, services for children and families, food rescue, housing, hospice, and other charitable activities.
The grantees describe their work in varied terms. Indiana University Foundation says it raises philanthropic support for Indiana University and provides advancement and fundraising services. Dustin’s Place says it supports families grieving the loss of a child, while LoveWay says it empowers people with disabilities through equine-assisted services. Habitat for Humanity of says it builds and renovates affordable housing for economically disadvantaged residents of Clinton County. Hope Ministries says it shares the Christian gospel through witnessing, service, and care for people in need. Forever Learning Institute says it works to improve senior adults’ quality of life through intellectual challenge, spiritual reflection, and social interaction.
Grantmaking
In 2025, the trust reported 14 grants totaling $2,599,209. Grant amounts ranged from $10,000 to $1,000,000, with a median grant of $123,772.
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Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Indiana. The listed recipients include organizations in South Bend, Mishawaka, Goshen, Plymouth, Bloomington, and other Indiana communities.
Grant Distribution by State
Share of all 14 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.3M (2021) to $2.8M (2024). In 2025 it made 14 grants totaling $2.6M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Indiana University Foundation ($1.0M). Together the top 10 received $2.5M.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 17 grants of 51 (33%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Indiana University Foundation Bloomington, IN | GIFT | $1,000,000 |
| A Rosie Place for Children South Bend, IN | GIFT | $550,000 |
| Oaklawn Foundation Goshen, IN | GIFT | $176,666 |
| Cultivate Food Rescue South Bend, IN | GIFT | $167,000 |
| Hope Ministries South Bend, IN | GIFT | $150,000 |
| Dustins Place Plymouth, IN | GIFT | $150,000 |
| Logan South Bend, IN | GIFT | $125,000 |
| Hospice Foundation Mishawaka, IN | GIFT | $122,543 |
| Unity Foundation of Laporte County Michigan City, IN | GIFT | $50,000 |
| Habitat for Humanity of South Bend, IN | GIFT | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $4,849,997 | $1,301,864 | $2,732,998 | $2,599,209 | 14 |
| 2024 | $6,268,081 | $1,230,021 | $2,869,592 | $2,754,543 | 12 |
| 2023 | $7,920,209 | $427,576 | $1,519,068 | $1,413,334 | 9 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,849,997 | $6,268,081 | $7,920,209 |
| Revenue | $1,301,864 | $1,230,021 | $427,576 |
| Expenses | $2,732,998 | $2,869,592 | $1,519,068 |
| Qualifying Distributions | $2,599,209 | $2,754,543 | $1,413,334 |
| Net Investment Income | $1,195,076 | $1,129,572 | $316,833 |
| Distributable Amount | $439,929 | $504,284 | $525,787 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David R. Kibbe and James P. Welsh as members of the advisory committee.
Vera Z Dwyer Charitable Trust Uad 121920's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
David R. Kibbe
Advisory Committee
On filings since 2020
5 hrs/week
No compensation reported
James P. Welsh
Advisory Committee
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: Jeffrey G. Klein (2020–2021) — Advisory Committee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 4045 Edison Lakes Parkway, Mishawaka, IN 46545
Phone: (574) 271-3400
Frequently asked questions about Vera Z Dwyer Charitable Trust Uad 121920
How much does Vera Z Dwyer Charitable Trust Uad 121920 give each year?
Vera Z Dwyer Charitable Trust Uad 121920 gave $2.6M across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.8M across 12 grants.
What is Vera Z Dwyer Charitable Trust Uad 121920's typical grant size?
Vera Z Dwyer Charitable Trust Uad 121920's median grant in 2025 was $123,772, and its average grant was $185,658, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Vera Z Dwyer Charitable Trust Uad 121920 that year got $20K on average.
Where does Vera Z Dwyer Charitable Trust Uad 121920 give grants?
Vera Z Dwyer Charitable Trust Uad 121920 gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were South Bend, IN (8 grants).
Does Vera Z Dwyer Charitable Trust Uad 121920 give general operating support?
Occasionally: 7% of Vera Z Dwyer Charitable Trust Uad 121920's 2025 grants with a stated purpose (1 of 14) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Gift" (13 grants).
Who are Vera Z Dwyer Charitable Trust Uad 121920's largest grantees?
Vera Z Dwyer Charitable Trust Uad 121920's largest 2025 grantees include Indiana University Foundation ($1,000,000), A Rosie Place for Children ($550,000) and Oaklawn Foundation ($176,666), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.
How large is Vera Z Dwyer Charitable Trust Uad 121920?
Vera Z Dwyer Charitable Trust Uad 121920 reported $4.8M in total assets on its 2025 IRS Form 990-PF. It paid out $2.6M in qualifying distributions that year, against a required minimum of $440K (roughly 5% of its investment assets).
What does Vera Z Dwyer Charitable Trust Uad 121920 fund?
No mission statement for the trust is provided. Its 2025 grants show support for organizations working in higher education, services for children and families, food rescue, housing, hospice, and other charitable activities. See mission & focus areas ↑
How do I apply for a grant from Vera Z Dwyer Charitable Trust Uad 121920?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Vera Z Dwyer Charitable Trust Uad 121920's EIN?
Vera Z Dwyer Charitable Trust Uad 121920's EIN (Employer Identification Number) is 20-8042109. IRS Form 990 filing data is available on this page for 2020–2025.
Does Vera Z Dwyer Charitable Trust Uad 121920 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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