Public nonprofit record
IVAN & CAROLINE WILSON MEMORIAL TRUST
EIN 42-6528237 · Philanthropy, Voluntarism & Grantmaking Foundations (T99Z)
What they do
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
Money
Tax year 2025Financial picture
Revenue$446,309
Expenses$435,679
Assets$6,279,493
Income$436,039
Grants given$2,735,917
Average grant$73,944
Executive compensation$30,000
Stocks and bonds$5,823,593
About this charity
- Recognized since
- January 1995
- Location
- PO BOX 421, SHENANDOAH, IA 51601
- County
- Page
- In care of
- DAVID R LASHIER
- Primary officer
- DAVID R LASHIER, TRUSTEE
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990
- Tax preparer
- LASHIER BONEFAS BALDWIN & CO PC
- NTEE classification
- Philanthropy, Voluntarism & Grantmaking Foundations (T99Z)
- IRS tax category
- Other Grantmaking and Giving Services
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 17
- Activity
- 602000000
- Organization
- 2
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