Public nonprofit record
WB SMALL TRUST
EIN 42-6161925 · Alumni Associations (B84)
What they do
WB SMALL TRUST
Money
Tax year 2025Financial picture
Revenue$129,047
Expenses$129,424
Assets$2,201,440
Income$577,197
Grants given$744,500
Average grant$4,354
Stocks and bonds$2,150,110
Accounting fees$3,885
Investing fees$18,076
About this charity
- Recognized since
- January 2009
- Location
- PO BOX 1034, CEDAR FALLS, IA 50613
- County
- Black Hawk
- In care of
- JACK R LOCKE
- Primary officer
- JACK R LOCKE, TRUSTEE
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990PF
- Tax preparer
- CREATIVE PLANNING TAX LLC
- NTEE classification
- Alumni Associations (B84)
- IRS tax category
- Alumni Associations
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 04
- Organization
- 2