Nonprofit · EIN 42-6315781
J WESLEY GRAHAM TRUST UW
Tax-exempt · WDM, IA 50266
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $964,017 | $1,602,022 | -$638,005 | $12,519,412 | $0 | $12,519,412 |
| December 31, 2024 | 990-PF | $9,338,232 | $1,870,909 | $7,467,323 | $13,128,603 | $0 | $13,128,603 |
| December 31, 2023 | 990-PF | $896,119 | $1,902,582 | -$1,006,463 | $7,408,309 | $0 | $7,408,309 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $161,885
- Interest
- $147,136
- Net gain from sales of assets
- $132,354
- Other income
- $100,097
Expenses
- Grants and similar amounts paid
- $1,357,421
- Compensation of officers, directors and key employees
- $64,478
- Excise tax on investment income
- $10,094
Balance sheet and other
- Total assets, start of year
- $13,128,603
- Total assets, end of year
- $12,519,412
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,519,412
- Fair market value of assets
- $28,028,894
- Net investment income
- $964,017
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George Robert Graham 2090 Market Avenue, Ida Grove, IA 51445 | TRUSTEE | 1.87 | $32,239 |
| Mary Elizabeth Fergus 2319 45th St, Des Moines, IA 50310 | TRUSTEE | 1.23 | $32,239 |
| Wells Fargo Bank NA 6325 S Rainbow Blvd 3rd Fl, Las Vegas, NV 89118 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George Robert Graham 2090 Market Avenue, Ida Grove, IA 51445 | TRUSTEE | 1.87 | $10,798 |
| Mary Elizabeth Fergus 2319 45th St, Des Moines, IA 50310 | TRUSTEE | 1.23 | $10,798 |
| Wells Fargo Bank NA 6325 S Rainbow Blvd 3rd Fl, Las Vegas, NV 89118 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George Robert Graham 2090 Market Avenue, Ida Grove, IA 51445 | TRUSTEE | 1.87 | $13,861 |
| Mary Elizabeth Fergus 2319 45th St, Des Moines, IA 50310 | TRUSTEE | 1.23 | $13,861 |
| Wells Fargo Bank NA 6325 S Rainbow Blvd 3rd Fl, Las Vegas, NV 89118 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3330 WESTOWN PKWY, WDM, IA 50266-1111
- In care of
- % WELLS FARGO BANK N A
- Signed the 990-PF
- Brooke Newton, Trust Officer
- Phone
- (515) 222-5767
- Return prepared by
- VISION FINANCIAL SERVICES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6315781
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P40)
- Assets (IRS master file)
- $12,519,412
- Income (IRS master file)
- $2,523,964
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $964,017 | $1,602,022 | $12,519,412 | XML |
| 990-PF | December 2024 | $9,338,232 | $1,870,909 | $13,128,603 | IRS |
| 990-PF | December 2023 | $896,119 | $1,902,582 | $7,408,309 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6315781).
Questions about J WESLEY GRAHAM TRUST UW
- What is the EIN of J WESLEY GRAHAM TRUST UW?
- The employer identification number (EIN) of J WESLEY GRAHAM TRUST UW is 42-6315781.
- Is J WESLEY GRAHAM TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to J WESLEY GRAHAM TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J WESLEY GRAHAM TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J WESLEY GRAHAM TRUST UW due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J WESLEY GRAHAM TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of J WESLEY GRAHAM TRUST UW?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $32,239 (George Robert Graham, TRUSTEE).
- How much revenue does J WESLEY GRAHAM TRUST UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $964,017, expenses of $1,602,022 and total assets of $12,519,412 at year end.
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