W Seymour Lacy Trust

Iowa City, IA
Tax-exempt since Jan. 1991
EIN: 42-6051558

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$134k (2024)

Expenses

$170k (2024)

Total Assets

$2.7M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Nov.
2024

Revenue

$134,206

Expenses

$170,283

Net Income

-$36,077

Net Assets

$2,696,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,843	4.4%
Dividends	$81,639	60.8%
Sales of Assets	$38,217	28.5%
Other Income	$8,507	6.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,594	92.0%
Compensation of Officers*	$22,769	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	$2,696,896
Total Liabilities	$0
Net Assets	$2,696,896

Compensation

Key Employees and Officers	Compensation	Other
Midwestone Bank (Trustee Bank)	$22,769	$0

990-PF

Filed on Jan. 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

-$368

Expenses

$188,690

Net Income

-$189,058

Net Assets

$2,732,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,323
Dividends	$29,534
Sales of Assets	-$93,768
Other Income	$16,543

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,059	89.1%
Compensation of Officers*	$23,359	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,732,973
Total Liabilities	$0
Net Assets	$2,732,973

Compensation

Key Employees and Officers	Compensation	Other
Midwestone Bank (Trustee Bank)	$23,359	$0

990-PF

Filed on March 25, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$401,932

Expenses

$222,132

Net Income

$179,800

Net Assets

$2,922,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$838	0.2%
Dividends	$73,143	18.2%
Sales of Assets	$318,949	79.4%
Other Income	$9,002	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,904	82.3%
Compensation of Officers*	$25,275	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,922,031
Total Liabilities	$0
Net Assets	$2,922,031

Compensation

Key Employees and Officers	Compensation	Other
Midwestone Bank (Trustee Bank)	$25,275	$0

990-PF

Filed on Jan. 18, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$375,234

Expenses

$169,216

Net Income

$206,018

Net Assets

$2,742,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$67,142	17.9%
Sales of Assets	$300,772	80.2%
Other Income	$7,297	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,878	93.3%
Compensation of Officers*	$7,768	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,742,231
Total Liabilities	$0
Net Assets	$2,742,231

Compensation

Key Employees and Officers	Compensation	Other
Midwestone Bank (Trustee Bank)	$7,768	$0

990-PF

Filed on Feb. 1, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2020

Revenue

$87,495

Expenses

$170,571

Net Income

-$83,076

Net Assets

$2,536,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,940	84.5%
Sales of Assets	$7,249	8.3%
Other Income	$6,306	7.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,381	83.5%
Compensation of Officers*	$40,064	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,536,213
Total Liabilities	$1
Net Assets	$2,536,212

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Former Trust)	$40,064	$0
Midwestone Bank (Trustee Ba)	$0	$0

990-PF

Filed on Feb. 9, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$195,203

Expenses

$127,804

Net Income

$67,399

Net Assets

$2,618,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,721	37.8%
Sales of Assets	$111,630	57.2%
Other Income	$9,852	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,915	94.6%
Compensation of Officers*	$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	$2,618,122
Total Liabilities	$1
Net Assets	$2,618,121

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$0	$0

990-PF

Filed on Feb. 11, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Nov.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Nov.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Nov.
2015

Revenue

$169,402

Expenses

$215,596

Net Income

-$46,194

Net Assets

$2,328,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,017	44.9%
Sales of Assets	$79,875	47.2%
Other Income	$13,510	8.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,184	81.7%
Compensation of Officers*	$45,316	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,328,685
Total Liabilities	$0
Net Assets	$2,328,685

990-PF

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

PDF

Fiscal Year Ending Nov.
2014

Revenue

$155,770

Expenses

$178,476

Net Income

-$22,706

Net Assets

$2,377,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,455	45.9%
Sales of Assets	$66,360	42.6%
Other Income	$17,955	11.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,659	92.3%
Compensation of Officers*	$14,906	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,377,037
Total Liabilities	$0
Net Assets	$2,377,037

990-PF

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

PDF

Fiscal Year Ending Nov.
2013

Revenue

$63,545

Expenses

$155,636

Net Income

-$92,091

Net Assets

$2,401,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,504	> 100%
Sales of Assets	$0
Other Income	$22,343	35.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,567	89.0%
Compensation of Officers*	$14,906	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,401,316
Total Liabilities	$0
Net Assets	$2,401,316

990-PF

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

PDF

Fiscal Year Ending Nov.
2012

Revenue

$104,748

Expenses

$142,915

Net Income

-$38,167

Net Assets

$2,494,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,967	80.2%
Sales of Assets	$0
Other Income	$21,441	20.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,753	87.3%
Compensation of Officers*	$14,850	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,494,288
Total Liabilities	$0
Net Assets	$2,494,288

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$117,228

Expenses

$143,143

Net Income

-$25,915

Net Assets

$2,534,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,625	77.3%
Sales of Assets	$11,313	9.7%
Other Income	$15,290	13.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,763	90.7%
Compensation of Officers*	$15,238	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,534,310
Total Liabilities	$0
Net Assets	$2,534,310

990-PF

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

PDF

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Nov.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Nov.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

W Seymour Lacy Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $134k (2024)

Expenses $170k (2024)

Total Assets $2.7M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$134k (2024)

Expenses

$170k (2024)

Total Assets

$2.7M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001