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EIN 42-6528237

Ivan and Caroline Wilson Memorial Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Shenandoah
State
Iowa
Year formed
1995
Most recent tax filings
2023-12-01
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
Description
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.
Also known as...
Chambers Eugene and D Lashier Ttees
Total revenues
$417,707
2023
Total expenses
$416,453
2023
Total assets
$6,250,801
2023
Num. employees
0
2023

Program areas at Ivan and Caroline Wilson Memorial Trust

Charitable grants to local designated organizations
Charitable grants to local designated organizations

Grants made by Ivan and Caroline Wilson Memorial Trust

GranteeGrant descriptionAmount
Shenandoah Medical CenterEquipment$173,788
Greater Shenandoah Historical SocietyWithout Restriction$11,586

Personnel at Ivan and Caroline Wilson Memorial Trust

NameTitleCompensation
Lashier Bonefas Baldwin CoTrustee$0

Financials for Ivan and Caroline Wilson Memorial Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$417,707
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$417,707

Form 990s for Ivan and Caroline Wilson Memorial Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-10990View PDF
2022-122023-02-28990View PDF
2021-122022-03-08990View PDF
2020-122021-05-21990View PDF
2019-122020-08-19990View PDF
...and 9 more Form 990s

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Data update history
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 18, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
July 15, 2021
Posted financials
Added Form 990 for fiscal year 2020
October 22, 2020
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
Provides grantsTax deductible donationsNo full-time employees
General information
Address
PO Box 421
Shenandoah, IA 51601
County
Page County, IA
Phone
(712) 246-2029
IRS details
EIN
42-6528237
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1995
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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