Nonprofit · EIN 42-6554228
LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF
Tax-exempt · SIOUX CITY, IA 51102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $435,666 | $341,757 | $93,909 | $3,809,582 | $0 | $3,809,582 |
| December 31, 2024 | 990-PF | $305,386 | $339,595 | -$34,209 | $3,705,165 | $0 | $3,705,165 |
| December 31, 2023 | 990-PF | $263,020 | $328,963 | -$65,943 | $3,738,845 | $0 | $3,738,845 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $146,437
- Interest
- $50
- Net gain from sales of assets
- $236,789
Expenses
- Grants and similar amounts paid
- $281,125
- Compensation of officers, directors and key employees
- $40,048
- Disbursements for charitable purposes
- $281,641
- Excise tax on investment income
- $5,278
Balance sheet and other
- Total assets, start of year
- $3,705,165
- Total assets, end of year
- $3,809,582
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,809,582
- Fair market value of assets
- $6,653,422
- Qualifying distributions
- $281,641
- Net investment income
- $435,666
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 |
|---|---|---|---|
| SECURITY NATIONAL BANK 601 PIERCE STREET, SIOUX CITY, IA 51101 | TRUSTEE | 1 | $40,048 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL BANK 601 PIERCE STREET, SIOUX CITY, IA 51101 | TRUSTEE | 1 | $40,079 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL BANK 601 PIERCE STREET, SIOUX CITY, IA 51101 | TRUSTEE | 1 | $38,440 |
Address and contacts
- Address (IRS master file)
- PO BOX 147, SIOUX CITY, IA 51102-0147
- In care of
- % SECURITY NATL BK SIOUX CITY TTEE
- Signed the 990-PF
- Kelli Blair, TRUSTEE
- Phone
- (712) 277-6586
- Return prepared by
- Nichols Rise & Co LLP
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
- 42-6554228
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,809,582
- Income (IRS master file)
- $977,519
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $435,666 | $341,757 | $3,809,582 | IRS |
| 990-PF | December 2024 | $305,386 | $339,595 | $3,705,165 | IRS |
| 990-PF | December 2023 | $263,020 | $328,963 | $3,738,845 | 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 42-6554228).
Questions about LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF
- What is the EIN of LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF?
- The employer identification number (EIN) of LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF is 42-6554228.
- Is LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF 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 LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF 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 LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $40,048 (SECURITY NATIONAL BANK, TRUSTEE).
- How much revenue does LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $435,666, expenses of $341,757 and total assets of $3,809,582 at year end.
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