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Iowa · Public charity

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

$387k
Granted FY2024(still arriving)
5
Grants FY2024
4
Organizations funded FY2023
0%
First-time grantees FY2023
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Median grant, FY2024
$58,117
Largest grant, FY2024
$174,352
Organizations funded a year
4 to 4
FY2018 to FY2023
States reached, FY2024
1
Total assets, FY2024
$6.3M

How open it is to new grantees

In FY2023, 0% of the organizations Ivan & Caroline Wilson Memorial Trust funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’20’21’22’23
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving4$387k0%
FY20234$386k0%
FY20224$410k0%
FY20214$402k0%
FY20204$400k0%
FY20184$345kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Health$1.0MEnvironment$792kEducation$350kArts & Culture$70kReligion$70k

Top grantees

Largest recipients by total granted, FY2018 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
City of Shenandoah Parks$1,141,8998n/a
Shenandoah Medical Center$1,048,68480%
Congregational Ucc$69,9138n/a
Greater Shenandoah Historical Society$69,913841%

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About Ivan & Caroline Wilson Memorial Trust

How much does Ivan & Caroline Wilson Memorial Trust give?
Ivan & Caroline Wilson Memorial Trust reported 5 grants totaling $387,448 in its FY2024 IRS filing. It funded between 4 and 4 organizations a year over FY2018 to FY2023.
What does Ivan & Caroline Wilson Memorial Trust fund?
By grant dollars over FY2018 to FY2024, its largest causes are Health (45%), Environment (34%), Education (15%).
Who are Ivan & Caroline Wilson Memorial Trust's largest grantees?
By total granted over FY2018 to FY2024: City of Shenandoah Parks ($1.1M), Shenandoah Medical Center ($1.0M), Congregational Ucc ($70k).
Does Ivan & Caroline Wilson Memorial Trust fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Where is Ivan & Caroline Wilson Memorial Trust based?
Ivan & Caroline Wilson Memorial Trust is based in IA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 4 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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