Ivan & Caroline Wilson Memorial

Public charity · Grantmaker Shenandoah, IA EIN: 42-6528237

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

Key facts about Ivan & Caroline Wilson Memorial

In short: Ivan & Caroline Wilson Memorial gave $406K across 5 grants in 2025 (avg $81K), mostly in Iowa. Source: 2025 IRS Form 990.

EIN
42-6528237
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$405,508
Grants made (2025)
5
Average grant
$81,102
Median grant
$60,826
Total assets
$6,279,493
Primary geography
Iowa (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$6.3M

+0.2% YoY

Annual Giving

$406K

+4.7% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$81K

+4.7% YoY

How Ivan & Caroline Wilson Memorial gives

  • Giving held roughly steady from 2022 to 2025 (−1%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Ivan & Caroline Wilson Memorial

Based on IRS filings

Ivan & Caroline Wilson Memorial is a public charity, based in Shenandoah, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.3M in total assets. In 2025, it awarded 5 grants totaling $406K. Net investment income was $446K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 5 itemized 2025 grant dollars.

States

Cities

Shenandoah

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600KTotal only20196 grants20205 grants20215 grants20225 grants20235 grants20245 grants2025

From 2019 to 2025, annual grant giving ranged from $340K (2019) to $410K (2022). In 2025 it made 5 grants totaling $406K.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Shenandoah Medical Center: $182KShenandoah Medical Center$182KCity of Shenandoah: $138KCity of Shenandoah$138KShenadoah Public Library: $61KShenadoah Public Library$61KCongregational Ucc: $12KCongregational Ucc$12KGreater Shenandoah Historical Socie: $12KGreater Shenandoah HistoricalSocie$12K

The largest 2025 recipient was Shenandoah Medical Center ($182K). Together the top 5 received $406K.

Grant Size Distribution

25 grants across all recorded years

10<$50K5$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 25 (40%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Shenandoah Medical Center Shenandoah, IAEquipment$182,479
City of Shenandoah Shenandoah, IAPublic Utilities$137,873
Shenadoah Public Library Shenandoah, IAUtilities & Salaries$60,826
Congregational Ucc Shenandoah, IACapital Improvement$12,165
Greater Shenandoah Historical Socie Shenandoah, IAWithout Restriction$12,165

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2019202020212022202320242025
Metric202520242023
Total Assets$6,279,493$6,268,863$6,250,801
Revenue$446,309$436,039$417,707
Expenses$435,679$417,977$416,453
Net Investment Income$446,309$436,039$417,707

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS January 25, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS April 1, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS March 8, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS February 28, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS April 10, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS April 28, 2025)
  7. Added Form 990 for fiscal year 2025 (received by the IRS July 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Ivan & Caroline Wilson Memorial is led by Gary T. Gee, Trustee on every filing since 2019 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Gary T. Gee

    Trustee

    On filings since 2019

    1 hr/week

    $15K (2019) → $15K (2025)

Former officers (1)
  • Former: Lashier Bonefas Baldwin Co (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Gary T Gee — Trustee: $15KGary T GeeTrustee$15K

The highest reported compensation on the 2025 filing was $15K, to Gary T Gee (Trustee).

Frequently asked questions about Ivan & Caroline Wilson Memorial

How much does Ivan & Caroline Wilson Memorial give each year?

Ivan & Caroline Wilson Memorial gave $406K across 5 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $387K across 5 grants.

What is Ivan & Caroline Wilson Memorial's typical grant size?

Ivan & Caroline Wilson Memorial's median grant in 2025 was $60,826, and its average grant was $81,102, across 5 grants on its 2025 IRS Form 990.

Where does Ivan & Caroline Wilson Memorial give grants?

Ivan & Caroline Wilson Memorial gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Shenandoah, IA (5 grants).

Does Ivan & Caroline Wilson Memorial give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on Ivan & Caroline Wilson Memorial's 2025 IRS Form 990 were described as general or operating support.

Who are Ivan & Caroline Wilson Memorial's largest grantees?

Ivan & Caroline Wilson Memorial's largest 2025 grantees include Shenandoah Medical Center ($182,479), City of Shenandoah ($137,873) and Shenadoah Public Library ($60,826), according to its 2025 IRS Form 990. Together they received 94% of its itemized 2025 grant dollars.

How large is Ivan & Caroline Wilson Memorial?

Ivan & Caroline Wilson Memorial reported $6.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $446K.

What is Ivan & Caroline Wilson Memorial's EIN?

Ivan & Caroline Wilson Memorial's EIN (Employer Identification Number) is 42-6528237. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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