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  3. Lulu B Wheeler UW Trust
EIN 46-6040270

Lulu B Wheeler UW Trust

IRS 501(c) type
501(c)(92)
Num. employees
0
City
Sioux Falls
State
South Dakota
Year formed
Most recent tax filings
2023-12-01
NTEE code, primary
Z99: Unknown
Description
The Lulu B Wheeler UW Trust is a private foundation located in Sioux Falls, SD. It primarily funds education and its grantees include the University of South Dakota Foundation. The trust made one grant last year.
Also known as...
Lulu B Wheeler Trust Uw First National Bank in Sious Falls Ttee; Wheeler Lulu B U W Trust
Total revenues
$6,468
2023
Total expenses
$14,786
2023
Total assets
$127,981
2023
Num. employees
0
2023

Grants made by Lulu B Wheeler UW Trust

GranteeGrant descriptionAmount
University of South Dakota Foundation (USDF)Education$9,568

Personnel at Lulu B Wheeler UW Trust

NameTitle
Marit MobergTrust Administrator

Financials for Lulu B Wheeler UW Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$4,564
Net rental income$0
Net gain from sale of non-inventory assets$1,904
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$6,468

Form 990s for Lulu B Wheeler UW Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-23990PFView PDF
2022-122023-03-24990PFView PDF
2021-122022-05-05990PFView PDF
2020-122021-05-06990PFView PDF
2019-122020-09-09990PRView PDF
...and 8 more Form 990s
Data update history
May 20, 2024
Updated personnel
Identified 1 new personnel
June 14, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 12, 2023
Updated personnel
Identified 1 new personnel
June 9, 2023
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizations
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 5186
Sioux Falls, SD 57117
County
Minnehaha County, SD
Phone
(605) 335-5109
IRS details
EIN
46-6040270
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Z99: Z99
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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