W B Small Trust

R T Jenkins Et Al Trustees

Cedar Falls, IA
Tax-exempt since May 2009
EIN: 42-6161925

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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.

Category: Educational Institutions and Related Activities / Alumni Associations (NTEE)

Donations to this organization are tax deductible.

Revenue

$112k (2024)

Expenses

$117k (2024)

Total Assets

$1.82M (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

$112,461

Expenses

$117,070

Net Income

-$4,609

Net Assets

$1,821,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,192	45.5%
Sales of Assets	$61,269	54.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,385	84.0%
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	$1,821,234
Total Liabilities	$0
Net Assets	$1,821,234

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
Jack R Locke (Trustee)	$0	$0

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990-PF

Filed on March 4, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$88,847

Expenses

$138,925

Net Income

-$50,078

Net Assets

$1,828,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,866	52.7%
Sales of Assets	$41,981	47.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,991	84.9%
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	$1,828,324
Total Liabilities	$0
Net Assets	$1,828,324

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
John Locke (Trustee)	$0	$0

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990-PF

Filed on May 10, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$95,399

Expenses

$121,604

Net Income

-$26,205

Net Assets

$1,876,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,805	51.2%
Sales of Assets	$46,594	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,952	85.5%
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	$1,876,310
Total Liabilities	$0
Net Assets	$1,876,310

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
John Locke (Trustee)	$0	$0

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990-PF

Filed on May 22, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$199,275

Expenses

$127,822

Net Income

$71,453

Net Assets

$1,901,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,730	22.4%
Sales of Assets	$154,513	77.5%
Other Income	$32	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,575	85.7%
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	$1,901,293
Total Liabilities	$0
Net Assets	$1,901,293

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
John Locke (Trustee)	$0	$0

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990-PF

Filed on Nov. 16, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$48,250

Expenses

$119,803

Net Income

-$71,553

Net Assets

$1,829,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,840	82.6%
Sales of Assets	$8,377	17.4%
Other Income	$33	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,824	85.8%
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	$1,829,840
Total Liabilities	$1
Net Assets	$1,829,839

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
John Locke (Trustee)	$0	$0

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990-PF

Filed on Sept. 10, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$91,492

Expenses

$118,819

Net Income

-$27,327

Net Assets

$1,901,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,127	57.0%
Sales of Assets	$39,365	43.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,189	81.8%
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	$1,901,393
Total Liabilities	$1
Net Assets	$1,901,392

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
John Locke (Trustee)	$0	$0

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990-PF

Filed on June 9, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$132,781

Expenses

$110,304

Net Income

$22,477

Net Assets

$1,928,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,111	37.0%
Sales of Assets	$83,670	63.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,502	83.9%
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	$1,928,720
Total Liabilities	$0
Net Assets	$1,928,720

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
John Locke (Trustee)	$0	$0

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990-PF

Filed on July 29, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$123,605

Expenses

$104,544

Net Income

$19,061

Net Assets

$1,906,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,662	37.8%
Sales of Assets	$76,943	62.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,285	84.4%
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	$1,906,243
Total Liabilities	$0
Net Assets	$1,906,243

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
John Locke (Trustee)	$0	$0

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990-PF

Filed on May 8, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$67,680

Expenses

$112,390

Net Income

-$44,710

Net Assets

$1,887,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,494	58.4%
Sales of Assets	$28,144	41.6%
Other Income	$42	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,234	86.5%
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	$1,887,182
Total Liabilities	$0
Net Assets	$1,887,182

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
John Locke (Trustee)	$0	$0

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990-PF

Filed on May 11, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$102,155

Expenses

$126,673

Net Income

-$24,518

Net Assets

$1,931,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,389	35.6%
Sales of Assets	$65,766	64.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,289	83.1%
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	$1,931,892
Total Liabilities	$0
Net Assets	$1,931,892

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0
John Locke (Trustee)	$0	$0

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990-PF

Filed on May 17, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$214,165

Expenses

$129,669

Net Income

$84,496

Net Assets

$1,956,410

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25	0.0%
Interest Revenue	$0
Dividends	$43,204	20.2%
Sales of Assets	$170,536	79.6%
Other Income	$400	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,710	72.3%
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	$1,956,410
Total Liabilities	$0
Net Assets	$1,956,410

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
John Locke (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0

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990-PF

Filed on May 6, 2015

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

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$887,298

Expenses

$102,953

Net Income

$784,345

Net Assets

$1,871,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,902	5.7%
Sales of Assets	$836,081	94.2%
Other Income	$315	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,130	88.5%
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	$1,871,914
Total Liabilities	$0
Net Assets	$1,871,914

Compensation

Key Employees and Officers	Compensation	Other
Robert L Smith Jr (Trustee)	$0	$0
Reverend Cathy F Young (Trustee)	$0	$0
John Locke (Trustee)	$0	$0
Lori Johnson (Trustee)	$0	$0

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990-PF

Filed on May 8, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$81,640

Expenses

$96,099

Net Income

-$14,459

Net Assets

$1,087,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,359	69.0%
Sales of Assets	$25,254	30.9%
Other Income	$27	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,123	93.8%
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	$1,087,569
Total Liabilities	$0
Net Assets	$1,087,569

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$62,384

Expenses

$113,235

Net Income

-$50,851

Net Assets

$1,102,028

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,200	9.9%
Dividends	$48,020	77.0%
Sales of Assets	$6,889	11.0%
Other Income	$1,275	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,152	93.7%
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	$1,102,028
Total Liabilities	$0
Net Assets	$1,102,028

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.

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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 »

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Updated January 26, 2026

W B Small Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $112k (2024)

Expenses $117k (2024)

Total Assets $1.82M (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

$112k (2024)

Expenses

$117k (2024)

Total Assets

$1.82M (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