Lulu B Wheeler UW Trust
Lulu B Wheeler UW Trust is a private foundation, based in Sioux Falls, SD. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $131K in total assets. In 2025, it awarded 1 grant totaling $9K. Net investment income was $10K.
Lulu B Wheeler UW Trust at a glance
In short: Lulu B Wheeler UW Trust gave $9K across 1 grant in 2025 (avg $9K), mostly in South Dakota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,597
- -4.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $8,597
- -4.4% vs 2024
- Median grant
- $8,597
- Total assets
- $130,534
- -0.3% vs 2024
- Primary geography
- South Dakota (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lulu B Wheeler UW Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of South Dakota Foundation ($9K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Lulu B Wheeler UW Trust gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $9K (2025) to $10K (2023). In 2025 it made 1 grant totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of South Dakota Foundation Vermillion, SD | Education | $8,597 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $130,534 | $13,953 | $14,346 | $8,597 | 1 | $9,849 | $9,635 | $9,254 |
| 2024 | $130,930 | $16,619 | $13,657 | $8,990 | 1 | $9,849 | $12,847 | $8,899 |
| 2023 | $127,981 | $6,468 | $14,786 | $9,568 | 1 | $10,773 | $2,483 | $8,349 |
| 2022 | $136,314 | $4,898 | $14,314 | $8,874 | 1 | $11,232 | $1,999 | $8,761 |
| 2021 | $145,784 | $16,310 | $14,353 | $8,844 | 1 | $11,208 | $13,177 | $9,747 |
| 2020 | $143,836 | $5,429 | $13,816 | $8,670 | 1 | — | $2,638 | $8,510 |
| 2019 | $152,155 | $9,001 | $13,891 | $8,744 | 1 | — | $8,237 | $8,664 |
Under IRS private-foundation payout rules, Lulu B Wheeler UW Trust reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lulu B Wheeler UW Trust's only listed officer is The First Nat'l Bank in Sioux Falls, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
The First Nat'l Bank in Sioux Falls
Trustee
On filings since 2019
5 hrs/week
$3K (2019) → $2K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to The First Nat'l Bank in Sioux Falls (Trustee).
Frequently asked questions about Lulu B Wheeler UW Trust
How much does Lulu B Wheeler UW Trust give each year?
Lulu B Wheeler UW Trust gave $9K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 1 grant.
How large is Lulu B Wheeler UW Trust?
Lulu B Wheeler UW Trust reported $131K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
Where does Lulu B Wheeler UW Trust operate?
Lulu B Wheeler UW Trust has awarded grants in South Dakota.
What is Lulu B Wheeler UW Trust's EIN?
Lulu B Wheeler UW Trust's EIN (Employer Identification Number) is 46-6040270. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 6, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 27, 2026)
- IRS filings on file for fiscal years 2019–2025
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