The Iowa State Capitol

Form 990-PFTax year 2025EIN 86-3965471

Stuart D Nevermann Charitable Trust

A private foundation in Mason City, IA. Its return for tax year 2025 lists 18 grants and $28,000 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $28,000

    Grants listed
    18
    Assets, end of year
    $648,267
  • Tax year 2024

    $28,000

    Grants listed
    18
    Assets, end of year
    $628,659
  • Tax year 2023

    $27,000

    Grants listed
    18
    Assets, end of year
    $646,954
  • Tax year 2022

    $14,324

    Grants listed
    18
    Assets, end of year
    $729,919
  • Tax year 2021

    $0

    Grants listed
    0
    Assets, end of year
    $719,966

Grants paid in 2025

18 grants, largest first

As listed on the return.

  1. Trinity Lutheran ChurchMason City, IA

    Planned giving fund

    $4,760
  2. Luther CollegeDecorah, IA

    Education development

    $3,570
  3. Lutheran Services in Iowa Charitable Foundation IncWaverly, IA

    Funding for various social services

    $2,380
  4. Lutheran World ReliefBaltimore, MD

    Funding to end poverty

    $2,380
  5. North Iowa Area Comm CollegeMason City, IA

    Educational support

    $2,380
  6. Education Foundation of the Mason City Public SchoolsMason City, IA

    Scholarship funding

    $1,400
  7. North Iowa Area Comm CollegeMason City, IA

    Scholarship

    $1,400
  8. University of IowaIowa City, IA

    Scholarship

    $1,400
  9. Habitat for Humanity of North Central Iowa IncMason City, IA

    Housing for the poor

    $1,190
  10. Heifer InternationalLittle Rock, AR

    Provide resources to end hunger

    $1,190
  11. Mason City Family YMCAMason City, IA

    Support local YMCA

    $1,190
  12. Mason City FoundationMason City, IA

    Cultural enrichment

    $1,190
  13. Mason City High SchoolMason City, IA

    Athletic transportation costs

    $1,190
  14. University of IowaIowa City, IA

    Athletic department support

    $1,190
  15. American Parkinson Disease AssociationStaten Island, NY

    Medical research

    $476
  16. Community Kitchen of North Iowa IncMason City, IA

    Meals for needy

    $238
  17. Globe Gazette Christmas Cheer Fund IncMason City, IA

    Annual xmas fund for needy

    $238
  18. Hawkeye Harvest Food Bank CorpMason City, IA

    Food bank for poor

    $238

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $3,57040% of the total
  2. International aid1 grant $2,38026% of the total
  3. Philanthropy and grantmaking1 grant $1,40016% of the total
  4. Environment1 grant $1,19013% of the total
  5. Food and agriculture2 grants $4765% of the total

By State

Grants to organizations with a US address, latest year.

  1. Iowa15 grants $23,954
  2. Maryland1 grant $2,380
  3. Arkansas1 grant $1,190
  4. New York1 grant $476

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • First Citizens BankTRUSTEE Hours 5Pay $8,592

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Agva FoundationMason City, IA 10 grants Accepts applications $62,000 giving
  2. John H & Ann Ghrist Family FoundationDes Moines, IA 13 grants Accepts applications $28,000 giving
  3. Citizens First National Bank FoundationStorm Lake, IA 18 grants Preselected only $28,300 giving
  4. Mark and Barbara Hanawalt Charitable TrustWaverly, IA 5 grants Preselected only $30,000 giving
  5. Gethmann FoundationMarshalltown, IA 5 grants Accepts applications $26,000 giving