Mission
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
Public Charity
IVAN & CAROLINE WILSON MEMORIAL TRUST
IVAN & CAROLINE WILSON MEMORIAL TRUST is a Public Charity headquartered in SHENANDOAH, IA. Financial data from the 2025 filing: $446K revenue, $436K expenses, $6.3M total assets. IRS filings disclose 49 grants awarded by this foundation, totaling roughly $2.7M.
EIN: 426528237
SHENANDOAH, IA
Philanthropy, Voluntarism & Grantmaking Foundations N.E.C.
NTEE: T99
Latest filing: 2025
Total Revenue$446K
Total Expenses$436K
Total Assets$6.3M
Grants Given49
Grant Total$2.7M
Filing Years2021–2025
Where $100 goes at Ivan & Caroline Wilson Memorial Trust
How Ivan & Caroline Wilson Memorial Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$50
Charitable grants to local designated organizations
$50
Charitable grants to local designated organizations
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Before you apply to Ivan & Caroline Wilson Memorial Trust
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Sample Grants Given
EQUIPMENT
$182,479
CITY OF SHENANDOAH
PUBLIC UTILITIES
$137,873
SHENADOAH PUBLIC LIBRARY
UTILITIES & SALARIES
$60,826
CONGREGATIONAL UCC
CAPITAL IMPROVEMENT
$12,165
WITHOUT RESTRICTION
$12,165
Showing up to 5 of 49 total records — full history available with membership.
Officers & Directors
TRUSTEE
Gary T Gee
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $446K | $436K | $6.3M |
| 2024 | $436K | $418K | $6.3M |
| 2023 | $418K | $416K | $6.3M |
| 2022 | $416K | $440K | $6.2M |
| 2021 | $440K | $432K | $6.3M |
Between 2021 and 2025, reported annual revenue held roughly steady at around $446K, with total assets most recently reported at $6.3M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in IA.
IA
Full geographic grant map with state-by-state breakdown available with membership.