//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Helen M And Carl M Iverson Charitable Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 1998. The principal officer is Norwest Bank Nd Ttee. It holds total assets of $338K. Annual income is reported at $139K. The foundation is governed by 4 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Grantmaking is concentrated in Minnesota. According to available records, Helen M And Carl M Iverson Charitable Trust has made 15 grants totaling $51K, with a median grant of $3K. Annual giving has grown from $16K in 2020 to $20K in 2022. Individual grants have ranged from $3K to $5K, with an average award of $3K. The foundation has supported 6 unique organizations. Grant recipients are concentrated in Minnesota.
Smallest Grant
$3K
Median Grant
$3K
Average Grant
$3K
Largest Grant
$4K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Helen M And Carl M Iverson Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in MN.
Helen M And Carl M Iverson Charitable Trust has distributed a total of $51K across 15 grants. The median grant size is $3K, with an average of $3K. Individual grants have ranged from $3K to $5K.
Helen M And Carl M Iverson Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Helen M And Carl M Iverson Charitable Trust is headquartered in SAINT LOUIS, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $6K | $0 | $6K |
| Brian L Wing | CO-TRUSTEE | $2K | $0 | $2K |
| Nicholas Olson | CO-TRUSTEE | $2K | $0 | $2K |
| Dallas Rylander | CO-TRUSTEE | $2K | $0 | $2K |
Total Giving
$39K
Total Assets
$344K
Fair Market Value
$384K
Net Worth
$344K
Grants Paid
$25K
Contributions
N/A
Net Investment Income
$4K
Distribution Amount
$19K
Total: N/A
Total Grants
15
Total Giving
$51K
Average Grant
$3K
Median Grant
$3K
Unique Recipients
6
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of MinnesotaSCHOLARSHIPS | Minneapolis, MN | $3K | 2021 |
| Lake Region Healthcare CorporationGENERAL OPERATING | Fergus Falls, MN | $5K | 2022 |
| University Of Minnesota-MorrisSCHOLARSHIPS | Morris, MN | $5K | 2022 |
| Fergus Area College FoundationGENERAL OPERATING | Fergus Falls, MN | $5K | 2022 |
| Scholarship America IncGENERAL OPERATING | Minneapolis, MN | $3K | 2022 |
| Ashby Legacy FundGENERAL OPERATING | Ashby, MN | $3K | 2022 |