Private foundation (trust)EIN 863965471Est. 2022-09
STUART D NEVERMANN CHARITABLE TRUST
MASON CITY, IA 50401
Total Assets
$652K
FY 2023
Annual Giving
$27K
FY 2023
Grants Made
18
FY 2023
Avg Grant
$2K
FY 2023
Grant Range
$229–$5K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Expenses
$35K
Qualifying Distributions
$30K
Distributable Amount
$30K
Min. Investment Return
$30K
Undistributed Income
$28K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
18 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
2 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
36 grants
Grant Size Distribution
36 grants
Geographic Focus
4 states
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