William Alexander And Lisa Beach Memorial Tr

Sioux Falls, SD
EIN: 20-6926394

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$225k (2024)

Expenses

$115k (2024)

Total Assets

$1.32M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$225,478

Expenses

$115,487

Net Income

$109,991

Net Assets

$1,317,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,193	21.8%
Sales of Assets	$176,285	78.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,255	91.1%
Compensation of Officers*	$13,877	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,317,585
Total Liabilities	$0
Net Assets	$1,317,585

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$13,877	$0

990-PF

Filed on April 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$55,737

Expenses

$118,256

Net Income

-$62,519

Net Assets

$1,207,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,430	79.7%
Sales of Assets	$11,307	20.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,840	89.5%
Compensation of Officers*	$12,699	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,207,735
Total Liabilities	$0
Net Assets	$1,207,735

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$12,699	$0

990-PF

Filed on April 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$24,200

Expenses

$143,760

Net Income

-$119,560

Net Assets

$1,253,825

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,104	> 100%
Sales of Assets	-$16,904
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,213	75.3%
Compensation of Officers*	$13,377	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,253,825
Total Liabilities	$0
Net Assets	$1,253,825

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$13,377	$0

990-PF

Filed on April 24, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$178,279

Expenses

$110,084

Net Income

$68,195

Net Assets

$1,373,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,954	23.0%
Sales of Assets	$137,325	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,721	91.5%
Compensation of Officers*	$14,787	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,373,743
Total Liabilities	$0
Net Assets	$1,373,743

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$14,787	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$110,755

Expenses

$105,039

Net Income

$5,716

Net Assets

$1,309,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,892	28.8%
Sales of Assets	$78,863	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,098	92.4%
Compensation of Officers*	$12,587	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,309,652
Total Liabilities	$1
Net Assets	$1,309,651

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$12,587	$0

990-PF

Filed on April 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$102,471

Expenses

$112,113

Net Income

-$9,642

Net Assets

$1,299,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,101	37.2%
Sales of Assets	$64,370	62.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,329	87.7%
Compensation of Officers*	$16,788	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,299,857
Total Liabilities	$1
Net Assets	$1,299,856

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$16,788	$0

990-PF

Filed on May 1, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$129,698

Expenses

$107,149

Net Income

$22,549

Net Assets

$1,306,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,717	27.5%
Sales of Assets	$93,981	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,803	91.3%
Compensation of Officers*	$17,485	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,306,517
Total Liabilities	$0
Net Assets	$1,306,517

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$17,485	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$114,505

Expenses

$104,221

Net Income

$10,284

Net Assets

$1,282,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,572	31.1%
Sales of Assets	$78,933	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,316	92.4%
Compensation of Officers*	$16,903	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,282,647
Total Liabilities	$0
Net Assets	$1,282,647

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$16,903	$0

990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$108,999

Expenses

$99,407

Net Income

$9,592

Net Assets

$1,271,535

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,116	31.3%
Sales of Assets	$71,363	65.5%
Other Income	$3,520	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,868	96.4%
Compensation of Officers*	$15,753	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,271,535
Total Liabilities	$0
Net Assets	$1,271,535

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$15,753	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$77,423

Expenses

$104,922

Net Income

-$27,499

Net Assets

$1,261,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,730	44.9%
Sales of Assets	$42,693	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,272	80.3%
Compensation of Officers*	$16,549	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,261,801
Total Liabilities	$0
Net Assets	$1,261,801

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$16,549	$0

990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$106,357

Expenses

$90,048

Net Income

$16,309

Net Assets

$1,289,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$31,685	29.8%
Sales of Assets	$74,670	70.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,143	79.0%
Compensation of Officers*	$16,355	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,289,171
Total Liabilities	$0
Net Assets	$1,289,171

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$16,355	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$77,216

Expenses

$87,239

Net Income

-$10,023

Net Assets

$1,271,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$29,780	38.6%
Sales of Assets	$47,434	61.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,644	83.3%
Compensation of Officers*	$14,187	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,271,935
Total Liabilities	$0
Net Assets	$1,271,935

Compensation

Key Employees and Officers	Compensation	Other
The First Nat'l Bank In Sioux Falls (Trustee)	$14,187	$0

990-PF

Filed on Feb. 24, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$17,928

Expenses

$80,919

Net Income

-$62,991

Net Assets

$1,281,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$33,551	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,622	83.6%
Compensation of Officers*	$13,135	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,281,358
Total Liabilities	$1
Net Assets	$1,281,357

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,458

Expenses

$85,306

Net Income

-$55,848

Net Assets

$1,344,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,962	30.4%
Dividends	$19,537	66.3%
Sales of Assets	$959	3.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,015	84.4%
Compensation of Officers*	$13,224	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,344,349
Total Liabilities	$1
Net Assets	$1,344,348

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

William Alexander And Lisa Beach Memorial Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $225k (2024)

Expenses $115k (2024)

Total Assets $1.32M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$225k (2024)

Expenses

$115k (2024)

Total Assets

$1.32M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005