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Lulu B Wheeler Trust Uw First National Bank In Sious Falls Ttee

  • Sioux Falls, SD
  • EIN: 46-6040270

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$16.6k (2024)

Expenses
$13.7k (2024)

Total Assets
$131k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,619
Expenses
$13,657
Net Income
$2,962
Net Assets
$130,930
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,107
30.7%
Sales of Assets $11,512
69.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,849
72.1%
Compensation of Officers* $2,122
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 $130,930
Total Liabilities $0
Net Assets $130,930
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,122 $0

Document Links

990-PF
Filed on April 5, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,468
Expenses
$14,786
Net Income
-$8,318
Net Assets
$127,981
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,564
70.6%
Sales of Assets $1,904
29.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,773
72.9%
Compensation of Officers* $2,024
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $127,981
Total Liabilities $0
Net Assets $127,981
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,024 $0

Document Links

990-PF
Filed on April 23, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,898
Expenses
$14,314
Net Income
-$9,416
Net Assets
$136,314
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,860
78.8%
Sales of Assets $1,038
21.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,232
78.5%
Compensation of Officers* $2,109
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $136,314
Total Liabilities $0
Net Assets $136,314
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,109 $0

Document Links

990-PF
Filed on March 24, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,310
Expenses
$14,353
Net Income
$1,957
Net Assets
$145,784
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,713
22.8%
Sales of Assets $12,597
77.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,208
78.1%
Compensation of Officers* $2,272
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 $145,784
Total Liabilities $0
Net Assets $145,784
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,272 $0

Document Links

990-PF
Filed on May 5, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,429
Expenses
$13,816
Net Income
-$8,387
Net Assets
$143,835
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,368
62.0%
Sales of Assets $2,061
38.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,943
79.2%
Compensation of Officers* $2,730
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $143,836
Total Liabilities $1
Net Assets $143,835
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,730 $0

Document Links

990-PF
Filed on May 6, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,001
Expenses
$13,891
Net Income
-$4,890
Net Assets
$152,154
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,307
47.9%
Sales of Assets $4,694
52.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,026
93.8%
Compensation of Officers* $2,768
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $152,155
Total Liabilities $1
Net Assets $152,154
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,768 $0

Document Links

990-PF
Filed on May 6, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,861
Expenses
$14,420
Net Income
-$3,559
Net Assets
$157,022
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,871
35.6%
Sales of Assets $6,990
64.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,570
94.1%
Compensation of Officers* $2,866
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $157,022
Total Liabilities $0
Net Assets $157,022
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,866 $0

Document Links

990-PF
Filed on May 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,163
Expenses
$13,373
Net Income
-$6,210
Net Assets
$160,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,580
50.0%
Sales of Assets $3,583
50.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,730
95.2%
Compensation of Officers* $2,797
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $160,650
Total Liabilities $0
Net Assets $160,650
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,797 $0

Document Links

990-PF
Filed on May 11, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,495
Expenses
$12,966
Net Income
-$6,471
Net Assets
$166,716
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,714
57.2%
Sales of Assets $2,781
42.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,739
82.8%
Compensation of Officers* $2,673
20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $166,716
Total Liabilities $0
Net Assets $166,716
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,673 $0

Document Links

990-PF
Filed on July 10, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,960
Expenses
$16,427
Net Income
-$9,467
Net Assets
$173,300
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,676
52.8%
Sales of Assets $3,284
47.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,114
85.9%
Compensation of Officers* $2,777
16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $173,300
Total Liabilities $0
Net Assets $173,300
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,777 $0

Document Links

990-PF
Filed on May 13, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,418
Expenses
$11,581
Net Income
-$3,163
Net Assets
$182,742
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,148
61.2%
Sales of Assets $3,270
38.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,775
75.8%
Compensation of Officers* $2,784
24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $182,742
Total Liabilities $0
Net Assets $182,742
Compensation
Key Employees and Officers Compensation Other
The First Nat'l Bank In Sioux Falls (Trustee) $2,784 $0

Document Links

990-PF
Filed on June 2, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,891
Expenses
$12,596
Net Income
-$7,705
Net Assets
$185,905
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $4,888
99.9%
Sales of Assets $2
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,878
78.4%
Compensation of Officers* $2,683
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $185,905
Total Liabilities $0
Net Assets $185,905

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

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

Document Links

990-PF

Primary tax return for a private foundation'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.

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About Nonprofit Explorer

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.

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