The Iowa State Capitol

Form 990-PFTax year 2025EIN 42-6161925

WB Small Trust

A private foundation in Cedar Falls, IA. Its return for tax year 2025 lists 49 grants and $98,000 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Board of Trustees WB Small Trust
PO Box 1034
Cedar Falls, IA 50613
(319) 277-8000
[email protected]
Form and materials
Applications should be submitted online through the trust website (www.wbsmalltrust.com). The application requests recipient's personal information, work experience, educational information, church membership and financial circumstances. The application should be accompanied by an essay, three references and an official transcript.
Deadlines
None
Restrictions
The grant-making procedures of the W.B. Small trust approved by IRS do not contain restrictions or limitations on awards. However, the trustees generally limit grants to $2,000 per semester, per applicatnt.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $98,000

    Grants listed
    49
    Assets, end of year
    $1,820,857
  • Tax year 2024

    $87,500

    Grants listed
    41
    Assets, end of year
    $1,821,234
  • Tax year 2023

    $104,000

    Grants listed
    41
    Assets, end of year
    $1,828,324
  • Tax year 2022

    $98,000

    Grants listed
    36
    Assets, end of year
    $1,876,310
  • Tax year 2021

    $100,000

    Grants listed
    1
    Assets, end of year
    $1,901,293
  • Tax year 2020

    $93,250

    Grants listed
    1
    Assets, end of year
    $1,829,840
  • Tax year 2019

    $80,000

    Grants listed
    1
    Assets, end of year
    $1,901,393
  • Tax year 2018

    $83,750

    Grants listed
    1
    Assets, end of year
    $1,928,720

Grants paid in 2025

49 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    Tuition/books

    $2,000
  2. Individual

    Tuition/books

    $2,000
  3. Individual

    Tuition/books

    $2,000
  4. Individual

    Tuition/books

    $2,000
  5. Individual

    Tuition/books

    $2,000
  6. Individual

    Tuition/books

    $2,000
  7. Individual

    Tuition/books

    $2,000
  8. Individual

    Tuition/books

    $2,000
  9. Individual

    Tuition/books

    $2,000
  10. Individual

    Tuition/books

    $2,000
  11. Individual

    Tuition/books

    $2,000
  12. Individual

    Tuition/books

    $2,000
  13. Individual

    Tuition/books

    $2,000
  14. Individual

    Tuition/books

    $2,000
  15. Individual

    Tuition/books

    $2,000
  16. Individual

    Tuition/books

    $2,000
  17. Individual

    Tuition/books

    $2,000
  18. Individual

    Tuition/books

    $2,000
  19. Individual

    Tuition/books

    $2,000
  20. Individual

    Tuition/books

    $2,000
  21. Individual

    Tuition/books

    $2,000
  22. Individual

    Tuition/books

    $2,000
  23. Individual

    Tuition/books

    $2,000
  24. Individual

    Tuition/books

    $2,000
  25. Individual

    Tuition/books

    $2,000
  26. Individual

    Tuition/books

    $2,000
  27. Individual

    Tuition/books

    $2,000
  28. Individual

    Tuition/books

    $2,000
  29. Individual

    Tuition/books

    $2,000
  30. Individual

    Tuition/books

    $2,000
  31. Individual

    Tuition/books

    $2,000
  32. Individual

    Tuition/books

    $2,000
  33. Individual

    Tuition/books

    $2,000
  34. Individual

    Tuition/books

    $2,000
  35. Individual

    Tuition/books

    $2,000
  36. Individual

    Tuition/books

    $2,000
  37. Individual

    Tuition/books

    $2,000
  38. Individual

    Tuition/books

    $2,000
  39. Individual

    Tuition/books

    $2,000
  40. Individual

    Tuition/books

    $2,000
  41. Individual

    Tuition/books

    $2,000
  42. Individual

    Tuition/books

    $2,000
  43. Individual

    Tuition/books

    $2,000
  44. Individual

    Tuition/books

    $2,000
  45. Individual

    Tuition/books

    $2,000
  46. Individual

    Tuition/books

    $2,000
  47. Individual

    Tuition/books

    $2,000
  48. Individual

    Tuition/books

    $2,000
  49. Individual

    Tuition/books

    $2,000

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Robert L Smith JrTRUSTEE Hours 2Pay $0
  • Reverend Cathy F YoungTRUSTEE Hours 2Pay $0
  • Lori JohnsonTRUSTEE Hours 2Pay $0
  • Jack R LockeTRUSTEE Hours 2Pay $0

The return

More foundations

Other foundations in Iowa

  1. Nelson Family Charitable FoundationElkhart, IA 22 grants Preselected only $97,700 giving
  2. Florence Mabel Barlow TrustCherokee, IA 4 grants Preselected only $98,436 giving
  3. Greenberg FoundationSioux City, IA 23 grants Preselected only $97,118 giving
  4. Availa FoundationCarroll, IA 1 grant Accepts applications $96,540 giving
  5. Gerald & Mary VanSeveren FoundationBettendorf, IA 14 grants Accepts applications $99,865 giving