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Nonprofiteer
← IVAN & CAROLINE WILSON MEMORIAL TR II

Form 990 for tax year 2023

Filed by IVAN & CAROLINE WILSON MEMORIAL TR II.

Totals

Total revenue
$417,707
Total expenses
$416,453
Contributions and grants received
$0
Grants paid
$386,195
Program service revenue
$0
Investment income
$417,707
Other revenue
$0
Total assets, end of year
$6,250,801
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,250,801
Program services expenses (Part IX)
$416,453
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$416,453

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 $417,707 · related or exempt $417,707

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $386,195 · program services $386,195

  • 5 · Compensation of officers, directors and key employees

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

  • 24a · Other expenses: MISC

    total $258 · program services $258

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $425,954 · end of year $427,208

  • 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 $386,194 · end of year $387,448

Mission and programs · 2023

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 $416,453 · Grants $386,195

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gary T Gee

    TRUSTEE

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

  • Lashier Bonefas Baldwin & Co

    TRUSTEE

    Total calculated
    $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
2023
Filed
29 January 2024
IRS schema version
2023v5.0
Source object
202441019349301329

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

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