Tr Indiana Wesleyan U-W CMSG
Tr Indiana Wesleyan U-W CMSG is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 1 grant totaling $219K. Net investment income was $440K.
Tr Indiana Wesleyan U-W CMSG at a glance
In short: Tr Indiana Wesleyan U-W CMSG gave $219K across 1 grant in 2025 (avg $219K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $219,449
- +1.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $219,449
- +1.1% vs 2024
- Median grant
- $219,449
- Total assets
- $4,455,137
- +4.5% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tr Indiana Wesleyan U-W CMSG funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Indiana Wesleyan University ($219K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Tr Indiana Wesleyan U-W CMSG gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF 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 $161K (2023) to $244K (2022). In 2025 it made 1 grant totaling $219K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Indiana Wesleyan University Marion, IN | Unrestricted General | $219,449 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,455,137 | $475,573 | $284,798 | $219,449 | 1 | $241,527 | $440,222 | $256,397 |
| 2024 | $4,263,124 | $432,269 | $272,284 | $217,070 | 1 | $237,594 | $394,840 | $239,973 |
| 2023 | $4,107,600 | $126,697 | $209,194 | $161,061 | 1 | $180,085 | $84,604 | $218,709 |
| 2022 | $4,191,843 | $-122,989 | $315,006 | $244,416 | 1 | $263,734 | $55,362 | $223,785 |
| 2021 | $4,629,736 | $962,523 | $269,324 | $212,170 | 1 | $232,348 | $925,392 | $248,785 |
| 2020 | $3,838,035 | $327,863 | $262,127 | $212,481 | 1 | — | $300,376 | $212,232 |
| 2019 | $3,856,154 | $228,048 | $215,361 | $170,536 | 1 | — | $213,592 | $206,231 |
Under IRS private-foundation payout rules, Tr Indiana Wesleyan U-W CMSG reported a distributable amount of $256K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Indiana Wesleyan U-W CMSG's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$42K (2021) → $45K (2025)
Former officers (1)
- Former: Bank Of America NA (2019–2020) — 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 $45K, to Bank of America (Trustee).
Frequently asked questions about Tr Indiana Wesleyan U-W CMSG
How much does Tr Indiana Wesleyan U-W CMSG give each year?
Tr Indiana Wesleyan U-W CMSG gave $219K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $217K across 1 grant.
How large is Tr Indiana Wesleyan U-W CMSG?
Tr Indiana Wesleyan U-W CMSG reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $242K in qualifying distributions that year, against a required minimum of $256K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Tr Indiana Wesleyan U-W CMSG operate?
Tr Indiana Wesleyan U-W CMSG has awarded grants in Indiana.
What is Tr Indiana Wesleyan U-W CMSG's EIN?
Tr Indiana Wesleyan U-W CMSG's EIN (Employer Identification Number) is 54-6202024. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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