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Nonprofiteer
← IVAN & CAROLINE WILSON MEMORIAL TR II

Form 990 for tax year 2025

Filed by IVAN & CAROLINE WILSON MEMORIAL TR II.

Totals

Total revenue
$446,309
Total expenses
$435,679
Contributions and grants received
$0
Grants paid
$405,508
Program service revenue
$0
Investment income
$446,309
Other revenue
$0
Total assets, end of year
$6,279,493
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,279,493
Program services expenses (Part IX)
$435,679
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$435,679

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $446,309 · related or exempt $446,309

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $405,508 · program services $405,508

  • 5 · Compensation of officers, directors and key employees

    total $30,000 · program services $30,000

  • 24a · Other expenses: MISC

    total $171 · program services $171

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $445,270 · end of year $455,900

  • 11 · Investments: publicly traded securities

    beginning of year $5,823,593 · end of year $5,823,593

  • 29 · Capital stock, trust principal or current funds

    beginning of year $5,863,353 · end of year $5,863,353

  • 31 · Retained earnings, endowment or other funds

    beginning of year $405,510 · end of year $416,140

Mission and programs · 2025

Mission

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

  • CHARITABLE GRANTS TO LOCAL DESIGNATED ORGANIZATIONS

  • CHARITABLE GRANTS TO LOCAL DESIGNATED ORGANIZATIONS

    Expenses $435,679 · Grants $405,508

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DAVID R LASHIER

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • GARY T GEE

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
1 July 2026
IRS schema version
2025v4.0
Source object
202631969349301678

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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