Ivan & Caroline Wilson Memorial Trust
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
Ivan & Caroline Wilson Memorial Trust at a glance
In short: Ivan & Caroline Wilson Memorial Trust gave $406K across 5 grants in 2025 (avg $81K), mostly in Iowa. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $405,508
- +4.7% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $81,102
- +4.7% vs 2024
- Median grant
- $60,826
- Total assets
- $6,279,493
- +0.2% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Ivan & Caroline Wilson Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Shenandoah Medical Center ($182K). Together the top 5 received $406K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 10 grants of 25 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Ivan & Caroline Wilson Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shenandoah Medical Center Shenandoah, IA | Equipment | $182,479 |
| City of Shenandoah Shenandoah, IA | Public Utilities | $137,873 |
| Shenadoah Public Library Shenandoah, IA | Utilities & Salaries | $60,826 |
| Congregational UCC Shenandoah, IA | Capital Improvement | $12,165 |
| Greater Shenandoah Historical Socie Shenandoah, IA | Without Restriction | $12,165 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $6,279,493 | $446,309 | $435,679 | $405,508 | 5 | $446,309 |
| 2024 | $6,268,863 | $436,039 | $417,977 | $387,448 | 5 | $436,039 |
| 2023 | $6,250,801 | $417,707 | $416,453 | $386,195 | 5 | $417,707 |
| 2022 | $6,249,547 | $416,362 | $439,753 | $409,587 | 5 | $416,362 |
| 2021 | $6,272,938 | $439,797 | $432,330 | $402,119 | 5 | $439,797 |
| 2020 | $6,265,471 | $432,380 | $430,595 | $400,333 | 6 | $432,380 |
| 2019 | $6,263,686 | $430,531 | $369,839 | $339,641 | Total only | $430,531 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Ivan & Caroline Wilson Memorial Trust
Based on IRS filings
Ivan & Caroline Wilson Memorial Trust 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.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Ivan & Caroline Wilson Memorial Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Gary T. Gee
Trustee
On filings since 2019
1 hr/week
$15K (2019) → $15K (2025)
David R. Lashier
Trustee
New on the 2025 filing
1 hr/week
$15K (2025)
Former officers (2)
- Former: Lashier Bonefas Baldwin & Co David R. Lashier (2020–2024) — Trustee
- 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
The highest reported compensation on the 2025 filing was $15K, to David R Lashier (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Ivan & Caroline Wilson Memorial Trust
How much does Ivan & Caroline Wilson Memorial Trust give each year?
Ivan & Caroline Wilson Memorial Trust 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 Trust's typical grant size?
Ivan & Caroline Wilson Memorial Trust'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 Trust give grants?
Ivan & Caroline Wilson Memorial Trust 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 Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Ivan & Caroline Wilson Memorial Trust's 2025 IRS Form 990 were described as general or operating support.
Who are Ivan & Caroline Wilson Memorial Trust's largest grantees?
Ivan & Caroline Wilson Memorial Trust'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 Trust?
Ivan & Caroline Wilson Memorial Trust reported $6.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $446K.
What is Ivan & Caroline Wilson Memorial Trust's EIN?
Ivan & Caroline Wilson Memorial Trust'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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2025 (received by the IRS July 15, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS April 1, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS March 8, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 28, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 10, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 28, 2025)
- Updated Form 990 for fiscal year 2019 (received by the IRS January 25, 2020)
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