Nonprofit · EIN 42-1386035
R L & ETHEL STUBBS SCHOLARSHIP TRUST
Also known as C-O SECURITY NATIONAL BANK OF SIOUX
Tax-exempt · SIOUX CITY, IA 51102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $112,383 | $75,132 | $37,251 | $892,079 | $0 | $892,079 |
| December 31, 2024 | 990-PF | $79,572 | $68,670 | $10,902 | $854,828 | $0 | $854,828 |
| December 31, 2023 | 990-PF | $47,196 | $69,285 | -$22,089 | $843,926 | $0 | $843,926 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $35,887
- Interest
- $1,458
- Net gain from sales of assets
- $75,021
- Other income
- $17
Expenses
- Grants and similar amounts paid
- $56,150
- Disbursements for charitable purposes
- $56,150
- Excise tax on investment income
- $1,298
Balance sheet and other
- Total assets, start of year
- $854,828
- Total assets, end of year
- $892,079
- Total liabilities, end of year
- $0
- Net assets, end of year
- $892,079
- Fair market value of assets
- $1,305,220
- Qualifying distributions
- $56,150
- Net investment income
- $112,383
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JON WIEBERS 519 EAST MAPLE STREET, HOLSTEIN, IA 51025 | COMMITTEE ME | 0 | $0 |
| GARY JENSEN 519 EAST MAPLE STREET, HOLSTEIN, IA 51025 | COMMITTEE ME | 0 | $0 |
| JOSH SUSSMAN 519 EAST MAPLE STREET, HOLSTEIN, IA 51025 | COMMITTEE ME | 0 | $0 |
| SECURITY NATL BANK 601 PIERCE STREET, SIOUX CITY, IA 51102 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JON WIEBERS 519 EAST MAPLE STREET, HOLSTEIN, IA 51025 | COMMITTEE ME | 0 | $0 |
| GARY JENSEN 519 EAST MAPLE STREET, HOLSTEIN, IA 51025 | COMMITTEE ME | 0 | $0 |
| JOSH SUSSMAN 519 EAST MAPLE STREET, HOLSTEIN, IA 51025 | COMMITTEE ME | 0 | $0 |
| SECURITY NATL BANK 601 PIERCE STREET, SIOUX CITY, IA 51102 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JON WIEBERS 519 EAST MAPLE STREET, HOLSTEIN, IA 51025 | COMMITTEE ME | 0 | $0 |
| GARY JENSEN 519 EAST MAPLE STREET, HOLSTEIN, IA 51025 | COMMITTEE ME | 0 | $0 |
| JOSH SUSSMAN 519 EAST MAPLE STREET, HOLSTEIN, IA 51025 | COMMITTEE ME | 0 | $0 |
| SECURITY NATL BANK 601 PIERCE STREET, SIOUX CITY, IA 51102 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 147, SIOUX CITY, IA 51102-0147
- In care of
- % SECURITY NATIONAL BANK
- Signed the 990-PF
- SECURITY NATL BANK, TRUSTEE
- Phone
- (712) 277-6530
- Return prepared by
- HOULIHAN & ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1386035
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $892,079
- Income (IRS master file)
- $817,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $112,383 | $75,132 | $892,079 | XML |
| 990-PF | December 2024 | $79,572 | $68,670 | $854,828 | XML |
| 990-PF | December 2023 | $47,196 | $69,285 | $843,926 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1386035).
Questions about R L & ETHEL STUBBS SCHOLARSHIP TRUST
- What is the EIN of R L & ETHEL STUBBS SCHOLARSHIP TRUST?
- The employer identification number (EIN) of R L & ETHEL STUBBS SCHOLARSHIP TRUST is 42-1386035.
- Is R L & ETHEL STUBBS SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to R L & ETHEL STUBBS SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R L & ETHEL STUBBS SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R L & ETHEL STUBBS SCHOLARSHIP TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R L & ETHEL STUBBS SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of R L & ETHEL STUBBS SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does R L & ETHEL STUBBS SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $112,383, expenses of $75,132 and total assets of $892,079 at year end.
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