Nonprofit · EIN 42-6528237
IVAN & CAROLINE WILSON MEMORIAL TR II
Also known as CHAMBERS EUGENE & D LASHIER TTEES
Tax-exempt · SHENANDOAH, IA 51601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $446,309 | $435,679 | $10,630 | $6,279,493 | $0 | $6,279,493 |
| December 31, 2024 | 990 | $436,039 | $417,977 | $18,062 | $6,268,863 | $0 | $6,268,863 |
| December 31, 2023 | 990 | $417,707 | $416,453 | $1,254 | $6,250,801 | $0 | $6,250,801 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $446,309
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $405,508
- Compensation of officers, directors and key employees
- $30,000
- Salaries, compensation and benefits (total)
- $30,000
- Professional fundraising fees
- $0
- Program services (functional)
- $435,679
Balance sheet and other
- Total assets, start of year
- $6,268,863
- Total assets, end of year
- $6,279,493
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,279,493
- Publicly traded securities
- $5,823,593
- Gross receipts
- $446,309
- Employees
- 0
- Year formed
- 1995
- State of legal domicile
- IA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R LASHIER DAVID R LASHIER | TRUSTEE Trustee or director | 1 | $15,000 |
| GARY T GEE | TRUSTEE Trustee or director | 1 | $15,000 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY T GEE | TRUSTEE Trustee or director | 1 | $15,000 |
| LASHIER BONEFAS BALDWIN & CO DAVID R LASHIER | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY T GEE | TRUSTEE Trustee or director | 1 | $15,000 |
| LASHIER BONEFAS BALDWIN & CO DAVID R LASHIER | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 421, SHENANDOAH, IA 51601-0421
- Principal officer (990 for 2025)
- DAVID R LASHIER DAVID R LASHIER, PO BOX 307, 513 W SHERIDAN AVE, SHENANDOAH, IA 51601
- Signed the 990
- DAVID R LASHIER, TRUSTEE
- Phone
- (712) 246-2029
- Return prepared by
- LASHIER BONEFAS BALDWIN & CO PC
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
Program accomplishments
- CHARITABLE GRANTS TO LOCAL DESIGNATED ORGANIZATIONS
- CHARITABLE GRANTS TO LOCAL DESIGNATED ORGANIZATIONSExpenses $435,679 · grants $405,508
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-6528237
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $6,279,493
- Income (IRS master file)
- $446,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $446,309 | $435,679 | $6,279,493 | XML |
| 990 | December 2024 | $436,039 | $417,977 | $6,268,863 | IRS |
| 990 | December 2023 | $417,707 | $416,453 | $6,250,801 | XML |
| 990 | December 2022 | $416,362 | $439,753 | $6,249,547 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 42-6528237).
Questions about IVAN & CAROLINE WILSON MEMORIAL TR II
- What is the EIN of IVAN & CAROLINE WILSON MEMORIAL TR II?
- The employer identification number (EIN) of IVAN & CAROLINE WILSON MEMORIAL TR II is 42-6528237.
- Is IVAN & CAROLINE WILSON MEMORIAL TR II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to IVAN & CAROLINE WILSON MEMORIAL TR II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does IVAN & CAROLINE WILSON MEMORIAL TR II file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of IVAN & CAROLINE WILSON MEMORIAL TR II 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 IVAN & CAROLINE WILSON MEMORIAL TR II last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of IVAN & CAROLINE WILSON MEMORIAL TR II?
- The 990 for the year ended December 31, 2025 names DAVID R LASHIER DAVID R LASHIER.
- Who are the officers and directors of IVAN & CAROLINE WILSON MEMORIAL TR II?
- The 990 for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $15,000 (DAVID R LASHIER DAVID R LASHIER, TRUSTEE).
- How much revenue does IVAN & CAROLINE WILSON MEMORIAL TR II have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $446,309, expenses of $435,679 and total assets of $6,279,493 at year end.
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