Tr Indiana Wesleyan U-w Cmsg

DALLAS, TX EIN: 54-6202024

Tr Indiana Wesleyan U-w Cmsg is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 1 grants totaling $217K. Net investment income was $395K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.3M

+3.8% YoY

Annual Giving

$217K

+34.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$217K

+34.8% YoY

Under IRS private-foundation payout rules, Tr Indiana Wesleyan U-w Cmsg reported a distributable amount of $240K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Indiana Wesleyan U-w Cmsg

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $1.0M (100%)

States

Indiana

Cities

Marion

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,263,124	$4,107,600	$4,191,843
Revenue	$432,269	$126,697	$-122,989
Expenses	$272,284	$209,194	$315,006
Qualifying Distributions	$237,594	$180,085	$263,734
Net Investment Income	$394,840	$84,604	$55,362
Distributable Amount	$239,973	$218,709	$223,785

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Indiana Wesleyan University ($217,070).

Recipient	Purpose	Amount
INDIANA WESLEYAN UNIVERSITY MARION, IN	UNRESTRICTED GENERAL	$217,070

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$42,614

Frequently Asked Questions

How large is Tr Indiana Wesleyan U-w Cmsg?

As of 2024, Tr Indiana Wesleyan U-w Cmsg holds $4.3M in total assets with $432K in annual revenue. It awarded 1 grants totaling $217K in 2024.

Where does Tr Indiana Wesleyan U-w Cmsg operate?

Tr Indiana Wesleyan U-w Cmsg has awarded grants in Indiana.

What size grants does Tr Indiana Wesleyan U-w Cmsg award?

In 2024, Tr Indiana Wesleyan U-w Cmsg awarded 1 grants totaling $217K — an average of about $217K per grant, based on its IRS Form 990 filings.

How much is Tr Indiana Wesleyan U-w Cmsg required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Indiana Wesleyan U-w Cmsg reported a distributable amount of $240K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.