Ivan & Caroline Wilson Memorial Tr Ii

Organization Overview

Ivan & Caroline Wilson Memorial Tr Ii is located in Shenandoah, IA. The organization was established in 1995. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ivan & Caroline Wilson Memorial Tr Ii is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2022, Ivan & Caroline Wilson Memorial Tr Ii generated $416.4k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (1.2%) each year. All expenses for the organization totaled $439.8k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.

Since 2016, Ivan & Caroline Wilson Memorial Tr Ii has awarded 46 individual grants totaling $1,957,099. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

THE ORGANIZATION IS A CHARITABLE TRUST AND ALL BENEFICIARIES ARE SECTION 501(C)3 TAX EXEMPT ORGANIZATIONS. THE ORGANIZATIONS MISSION IS TO PRESERVE CAPITAL WHILE EARNING OPTIMUM INCOME FOR DISTRIBUTION TO DESIGNATED BENEFICIARIES

Describe the Organization's Program Activity:

Part 3 - Line 4a

CHARITABLE GRANTS TO LOCAL DESIGNATED ORGANIZATIONS


CHARITABLE GRANTS TO LOCAL DESIGNATED ORGANIZATIONS


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Board, Officers & Key Employees

Name (title)Compensation
Gary T Gee
Trustee
$15,000
Name Not Listed
Trustee
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$0
Investment income $416,362
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $416,362

Grants Awarded

Over the last fiscal year, Ivan & Caroline Wilson Memorial Tr Ii has awarded $409,587 in support to 5 organizations.

Grant RecipientAmount

SHENANDOAH MEDICAL CENTER

Org PageRecipient Profile

Shenandoah, IA

PURPOSE: EQUIPMENT

$184,314

CITY OF SHENANDOAH

PURPOSE: PUBLIC UTILITIES

$139,259

SHENADOAH PUBLIC LIBRARY

PURPOSE: UTILITIES & SALARIES

$61,438

CONGREGATIONAL UCC

PURPOSE: CAPITAL IMPROVEMENT

$12,288

GREATER SHENANDOAH HISTORICAL SOCIE

Org PageRecipient Profile

Shenandoah, IA

PURPOSE: WITHOUT RESTRICTION

$12,288
View Grant Profile

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