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Lucile@Latta Charitable Trust C/O The Security National Bank Of is a private trust based in SIOUX CITY, IA. The foundation received its IRS ruling in 1997. The principal officer is Security National Bk Sioux City Ttee. It holds total assets of $3.7M. Annual income is reported at $461K. Total assets have grown from $3M in 2011 to $3.7M in 2023. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Lucile@Latta Charitable Trust C/O The Security National Bank Of has made 5 grants totaling $1.3M, with a median grant of $251K. The foundation has distributed between $240K and $501K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $501K distributed across 2 grants. Individual grants have ranged from $240K to $287K, with an average award of $261K. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lucile@Latta Charitable Trust C/O The Security National Bank Of primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in IA.
Lucile@Latta Charitable Trust C/O The Security National Bank Of has distributed a total of $1.3M across 5 grants. The median grant size is $251K, with an average of $261K. Individual grants have ranged from $240K to $287K.
Lucile@Latta Charitable Trust C/O The Security National Bank Of typically selects its grantees rather than accepting unsolicited proposals.
Lucile@Latta Charitable Trust C/O The Security National Bank Of is headquartered in SIOUX CITY, IA.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$329K
Total Assets
$3.7M
Fair Market Value
$6.5M
Net Worth
$3.7M
Grants Paid
$276K
Contributions
N/A
Net Investment Income
$206K
Distribution Amount
$312K
Total: $3M
Total Grants
5
Total Giving
$1.3M
Average Grant
$261K
Median Grant
$251K
Unique Recipients
1
Most Common Grant
$251K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See AttachedSCHOLARSHIPS | Sioux City, IA | $276K | 2023 |
COUNCIL BLFS, IA
MUSCATINE, IA
CEDAR RAPIDS, IA