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J Wesley Graham Trust Uw is a private trust based in WDM, IA. The foundation received its IRS ruling in 1999. The principal officer is Wells Fargo Bank N A. It holds total assets of $13.1M. Annual income is reported at $9.3M. Total assets have grown from $5.7M in 2011 to $7.4M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of human services. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, J Wesley Graham Trust Uw has made 8 grants totaling $4.4M, with a median grant of $278K. Annual giving has grown from $1M in 2020 to $1.7M in 2023. Individual grants have ranged from $500 to $1.7M, with an average award of $548K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Illinois and Iowa. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
J Wesley Graham Trust Uw primarily funds organizations in the area of human services. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in IL, IA.
J Wesley Graham Trust Uw has distributed a total of $4.4M across 8 grants. The median grant size is $278K, with an average of $548K. Individual grants have ranged from $500 to $1.7M.
J Wesley Graham Trust Uw typically selects its grantees rather than accepting unsolicited proposals.
J Wesley Graham Trust Uw is headquartered in WDM, IA. While based in IA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mary Elizabeth Fergus | TRUSTEE | $9K | $0 | $9K |
| George Robert Graham | TRUSTEE | $9K | $0 | $9K |
Total Giving
$1.9M
Total Assets
$7.4M
Fair Market Value
$33.3M
Net Worth
$7.4M
Grants Paid
$1.7M
Contributions
N/A
Net Investment Income
$732K
Distribution Amount
N/A
Total: $2.4M
Total Grants
8
Total Giving
$4.4M
Average Grant
$548K
Median Grant
$278K
Unique Recipients
3
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Salvation ArmyCHARITABLECONTRIBUTION | Hoffman Estates, IL | $1.7M | 2023 |
| Children'S Square UsaCHARITABLECONTRIBUTION | Council Bluffs, IA | $1K | 2023 |
| Children'S SquareCHARITABLECONTRIBUTION | Council Bluffs, IA | $1K | 2020 |