Nonprofit · EIN 86-3965471
STUART D NEVERMANN CHARITABLE TRUST
Tax-exempt · MASON CITY, IA 50401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $57,587 | $37,979 | $19,608 | $648,267 | $0 | $648,267 |
| December 31, 2024 | 990-PF | $18,998 | $37,293 | -$18,295 | $628,659 | $0 | $628,659 |
| December 31, 2023 | 990-PF | -$47,540 | $35,425 | -$82,965 | $646,954 | $0 | $646,954 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,088
- Net gain from sales of assets
- $35,499
Expenses
- Grants and similar amounts paid
- $28,000
- Compensation of officers, directors and key employees
- $8,592
- Disbursements for charitable purposes
- $35,124
- Excise tax on investment income
- $765
Balance sheet and other
- Total assets, start of year
- $628,659
- Total assets, end of year
- $648,267
- Total liabilities, end of year
- $0
- Net assets, end of year
- $648,267
- Fair market value of assets
- $751,108
- Qualifying distributions
- $35,124
- Net investment income
- $57,587
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK 2601 4TH ST SW, MASON CITY, IA 50401 | TRUSTEE | 5 | $8,592 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK 2601 4TH ST SW, MASON CITY, IA 50401 | TRUSTEE | 5 | $8,183 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK 2601 4TH ST SW, MASON CITY, IA 50401 | TRUSTEE | 5 | $7,555 |
Address and contacts
- Address (IRS master file)
- 2601 4TH ST SW, MASON CITY, IA 50401-4650
- In care of
- % FIRST CITIZENS WEALTH MANAGEMENT
- Signed the 990-PF
- CHELSEA FREDERICK, TRUST OFFICER
- Phone
- (641) 422-1600
- Return prepared by
- LAIRD LAW FIRM PLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-3965471
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $648,267
- Income (IRS master file)
- $168,478
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $57,587 | $37,979 | $648,267 | IRS |
| 990-PF | December 2024 | $18,998 | $37,293 | $628,659 | IRS |
| 990-PF | December 2023 | -$47,540 | $35,425 | $646,954 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-3965471).
Questions about STUART D NEVERMANN CHARITABLE TRUST
- What is the EIN of STUART D NEVERMANN CHARITABLE TRUST?
- The employer identification number (EIN) of STUART D NEVERMANN CHARITABLE TRUST is 86-3965471.
- Is STUART D NEVERMANN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to STUART D NEVERMANN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STUART D NEVERMANN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STUART D NEVERMANN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STUART D NEVERMANN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STUART D NEVERMANN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,592 (FIRST CITIZENS BANK, TRUSTEE).
- How much revenue does STUART D NEVERMANN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $57,587, expenses of $37,979 and total assets of $648,267 at year end.
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