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 2024 filing: $436K revenue, $418K expenses, $6.3M total assets. IRS filings disclose 44 grants awarded by this foundation, totaling roughly $2.3M.
EIN: 426528237
SHENANDOAH, IA
Latest filing: 2024
Total Revenue$436K
Total Expenses$418K
Total Assets$6.3M
Grants Given44
Grant Total$2.3M
Filing Years2020–2024
Sample Grants Given
EQUIPMENT
$174,352
CITY OF SHENANDOAH
PUBLIC UTILITIES
$131,733
SHENADOAH PUBLIC LIBRARY
UTILITIES & SALARIES
$58,117
WITHOUT RESTRICTION
$11,623
CONGREGATIONAL UCC
CAPITAL IMPROVEMENT
$11,623
Showing up to 5 of 44 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 |
|---|---|---|---|
| 2024 | $436K | $418K | $6.3M |
| 2023 | $418K | $416K | $6.3M |
| 2022 | $416K | $440K | $6.2M |
| 2021 | $440K | $432K | $6.3M |
| 2020 | $432K | $431K | $6.3M |
Between 2020 and 2024, reported annual revenue held roughly steady at around $436K, 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.