Ivan & Caroline Wilson Memorial TR II

Analysis

Ivan & Caroline Wilson Memorial TR II is a registered charity in United States, based in Shenandoah, IA. It received its IRS tax-exemption ruling in March 1995, 31 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Ivan & Caroline Wilson Memorial TR II reported income of $418k and spending of $416k, spending 100% of its income. Across the 5 years on record, from December 2019 to December 2023, income fell from $431k to $418k (-3.0%), an average of -0.8% a year. Over the whole period it spent 98% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Ivan & Caroline Wilson Memorial TR II sits at the 70th percentile: it is larger than about 70% of them. Against every charity in United States with reported income it ranks in the 67th percentile, and in the 70th percentile within IA. Charities of a similar size with the same main cause include Dragon Kim Foundation ($418k), Brookshire Brothers Charitable Foundation ($418k) and Shabbat Angels Inc ($418k).

Compensation of current officers, directors and key employees was $30k (7.2% of expenses). At year end it held assets of $6.3m against liabilities of $0, net assets of $6.3m.