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Ivan & Caroline Wilson Memorial Trust

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 426528237 ✦ Shenandoah, IA ✦ Designated as a 501(c)(3)

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Overview

What is Ivan & Caroline Wilson Memorial Trust?

Ivan & Caroline Wilson Memorial Trust is a charitable trust located in Shenandoah, Iowa. Its primary objective is to preserve capital and generate optimal income, which it then distributes to its beneficiaries, all of which are Section 501(c)3 tax-exempt organizations. This trust grants funds to local, designated nonprofit organizations, aiming to contribute positively to the community.

Is Ivan & Caroline Wilson Memorial Trust legitimate?

Ivan & Caroline Wilson Memorial Trust is a legitimate nonprofit organization registered as a 501(c)(3) entity. Ivan & Caroline Wilson Memorial Trust submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $30,000
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here

What is the mission statement of Ivan & Caroline Wilson Memorial Trust?

The Ivan & Caroline Wilson Memorial Trust is a charitable organization with a mission to preserve its capital while generating optimal income. This income is then distributed to designated beneficiaries, all of which are section 501(c)3 tax-exempt organizations. The primary activity of this trust involves providing charitable grants to local organizations that fall under its designated beneficiaries category.

Who is the CEO of Ivan & Caroline Wilson Memorial Trust?

Gary T Gee is the Trustee of Ivan & Caroline Wilson Memorial Trust.

What is the revenue of Ivan & Caroline Wilson Memorial Trust?

Ivan & Caroline Wilson Memorial Trust's revenue in 2022 was $416,362.

Who are the executives of Ivan & Caroline Wilson Memorial Trust and what are their salaries?


Here are 2 key members and their salaries:


Gary T Gee (Trustee)
  • Compensation: $15,000
  • Related: $0
  • Other: $0
Lashier Bonefas Baldwin & Co (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990 for Ivan & Caroline Wilson Memorial Trust?

Ivan & Caroline Wilson Memorial Trust's most recent form 990 was submitted in 2022 and can be accessed here.

Mission Statement of Ivan & Caroline Wilson Memorial Trust

The Ivan & Caroline Wilson Memorial Trust is a charitable trust with a unique mission. Its primary objective is to preserve its capital while simultaneously generating optimal income. This income is then distributed to various Section 501(c)3 tax-exempt organizations, serving as beneficiaries. By carrying out this mission, the trust aims to contribute to the betterment and support of these organizations, ultimately benefiting the communities they serve. The trust's strategy of preserving capital and generating income allows it to provide continuous financial assistance to its designated beneficiaries, thereby contributing to their ongoing efforts in their respective fields.

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Impact




October, 2024

The Ivan & Caroline Wilson Memorial Trust plays a crucial role in supporting local designated organizations through charitable grants. With a mission focused on preserving capital while generating optimum income for distribution, the Trust ensures that funds are allocated effectively to benefit various Section 501(c)(3) tax-exempt organizations. This strategic approach not only sustains the Trust's financial health but also maximizes its impact on the community in Shenandoah, IA. By providing essential resources to local organizations, the Trust enhances their ability to serve, fostering a positive environment for philanthropy and community development.




This information is meant to be a general summary of Ivan & Caroline Wilson Memorial Trust. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$416,362 (2022)
Expenses
$439,753 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $416,362
  • Gross Receipts: $416,362

Assets and Liabilities:

  • Total Assets: $6,249,547
  • Total Liabilities: $0
  • Net Assets: $6,249,547

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Organization Details

Founding Year

1995

Principal Officer

Gary T Gee

Main Address

PO BOX 421, SHENANDOAH, IA, 51601

NTEE Category

Code: T99Z - Philanthropy

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