STRATEGY STUDIO / PUBLIC DATA EXPLORER

LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF

Cite this

Plain text LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF. Strategy Studio, nonprofit organization profile, tax years 2013–2025. https://strategystudio.org/org/426554228. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF [Nonprofit organization profile; tax years 2013–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/426554228

MLA “LUCILE@LATTA CHARITABLE TRUST C/O THE SECURITY NATIONAL BANK OF.” Strategy Studio, tax years 2013–2025, https://strategystudio.org/org/426554228. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2013–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $436K · expenses $342K · assets $3.8M

EIN
42-6554228
Address
PO BOX 147, SIOUX CITY, IA 51102-0147
NTEE code
T20Z
Subsection
501(c)(3)
Ruling year
1997
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Security National Bank Institution TRUSTEE2013-2025 $40,048$489,812 19

People by year

2025 · 1 person listed · 1 paid, $40K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $40,048-$0 $40,04819
2024 · 1 person listed · 1 paid, $40K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $40,079-$0 $40,07919
2023 · 1 person listed · 1 paid, $38K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $38,440-$0 $38,44019
2022 · 1 person listed · 1 paid, $43K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $42,603-$0 $42,60319
2021 · 1 person listed · 1 paid, $40K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $40,295-$0 $40,29519
2020 · 1 person listed · 1 paid, $38K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $38,370-$0 $38,37019
2019 · 1 person listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $35,505-$0 $35,50519
2018 · 1 person listed · 1 paid, $32K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $32,201-$0 $32,20119
2017 · 1 person listed · 1 paid, $38K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $38,382-$0 $38,38219
2016 · 1 person listed · 1 paid, $38K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $38,258-$0 $38,25819
2015 · 1 person listed · 1 paid, $41K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $40,720-$0 $40,72019
2014 · 1 person listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $35,730-$0 $35,73019
2013 · 1 person listed · 1 paid, $29K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $29,181-$0 $29,18119

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 0 grants to organizations · $0 · 1 summary line · $281K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2024 · 0 grants to organizations · $0 · 1 summary line · $281K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2023 · 0 grants to organizations · $0 · 1 summary line · $276K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2022 · 0 grants to organizations · $0 · 1 summary line · $251K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2021 · 0 grants to organizations · $0 · 1 summary line · $240K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2020 · 0 grants to organizations · $0 · 1 summary line · $287K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2019 · 0 grants to organizations · $0 · 1 summary line · $317K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2018 · 0 grants to organizations · $0 · 1 summary line · $303K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2017 · 0 grants to organizations · $0 · 1 summary line · $280K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2016 · 0 grants to organizations · $0 · 1 summary line · $301K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2015 · 0 grants to organizations · $0 · 1 summary line · $285K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2014 · 0 grants to organizations · $0 · 1 summary line · $232K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2013 · 0 grants to organizations · $0 · 1 summary line · $209K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$435,666$341,757 $3,809,582$3,809,582 -- $40,048--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$305,386$339,595 $3,705,165$3,705,165 -- $40,079--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$263,020$328,963 $3,738,845$3,738,845 -- $38,440--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$210,813$314,782 $3,804,458$3,804,458 -- $42,603--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$388,771$297,664 $3,904,310$3,904,310 -- $40,295--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$299,268$341,087 $3,811,666$3,811,666 -- $38,370--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$296,910$373,332 $3,849,064$3,849,064 -- $35,505--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$402,884$352,812 $3,916,742$3,916,742 -- $32,201--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$338,317$332,118 $3,867,537$3,867,537 -- $38,382--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$228,269$353,340 $3,859,227$3,859,227 -- $38,258--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$257,040$379,509 $3,985,054$3,985,054 -- $40,720--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$1,257,767$311,456 $4,105,347$4,105,347 -- $35,730--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$395,101$263,257 $3,162,737$3,162,737 -- $29,181--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SHIVE-HATTERY GROUP CHARITABLE CONTRIBUTION FUND INCIAT20 $419,864$11,706 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
MIDWESTONE BANK FOUNDATIONIAT20 $410,099$244,764 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
OHNWARD FOUNDATIONIAT20 $428,788$170,393 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BURKE FAMILY FOUNDATIONIAT20 $412,975$262,043 PRESIDENT/EXEC DIR$0 Same NTEE code T20, revenue within 2x, same state
BOCK FAMILY FOUNDATION INCIAT20 $436,461$249,991 Director$0 Same NTEE code T20, revenue within 2x, same state
STRATBUCKER FAMILY FOUNDATIONIAT20 $421,089$588,287 Trustee$0 Same NTEE code T20, revenue within 2x, same state
3G FOUNDATIONIAT20 $414,953$60,678 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
GABUS FAMILY FOUNDATIONIAT20 $469,330$510,135 TREASURER &$0 Same NTEE code T20, revenue within 2x, same state
LANIER FOUNDATION CHARITABLE TRUSTNJT20 $411,587$185,428 TRUSTEE$0 Same NTEE code T20, revenue within 2x
ST MARYS BANK CHARITABLE FOUNDATIONNHT20 $426,111$268,501 CHAIRMAN$0 Same NTEE code T20, revenue within 2x
SCARLETT CHARITABLE TRUSTMAT20 $452,201$264,430 TRUSTEE$0 Same NTEE code T20, revenue within 2x
MARILYN SENN MOLL CHARITABLE TRUSTOHT20 $421,571$606,471 CO-TRUSTEE$25,055 Same NTEE code T20, revenue within 2x
RHODES CHARITABLE TRUSTCAT20 $444,262$402,413 Trustee$0 Same NTEE code T20, revenue within 2x
ANDRE SOLTNER CHARITABLE TRUSTNYT20 $419,581$0 TRUSTEE$0 Same NTEE code T20, revenue within 2x
SEELIG CHARITABLE FOUNDATION TRNYT20 $440,071$379,033 TRUSTEE$10,048 Same NTEE code T20, revenue within 2x
M A@RIKARD CHARITABLE TRUSTTNT20 $462,930$485,124 CO-TRUSTEE$61,570 Same NTEE code T20, revenue within 2x
CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUSTMAT20 $445,750$445,750 CHAIR$0 Same NTEE code T20, revenue within 2x
THE@CHARLES AND AUDREY FAUST CHARITABLE FOUNDATIONDET20 $464,946$418,997 TRUSTEE$28,314 Same NTEE code T20, revenue within 2x
AVERY LES AND RUTH CHARITABLE TRUSTMOT20 $447,608$305,187 TRUSTEE$67,309 Same NTEE code T20, revenue within 2x
LU CHARITABLE FOUNDATIONCAT20 $418,505$236,053 CHAIR & TREASURER$0 Same NTEE code T20, revenue within 2x
THE DANAJAMES CHARITABLE FOUNDATIONKST20 $433,502$165,882 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x
WALKER FAMILY CHARITABLE TRUSTPAT20 $415,268$261,423 TRUSTEE$58,657 Same NTEE code T20, revenue within 2x
GUY A AND N KAY ARBOIT CHARITABLE TRUSTILT20 $419,524$264,056 TRUSTEE$59,446 Same NTEE code T20, revenue within 2x
ZICHRON ELIYOHU CHARITABLE TRUSTNYT20 $448,195$461,360 Trustee$0 Same NTEE code T20, revenue within 2x
LAFFERTY FAM CHARITABLE FOUNDATIONNHT20 $446,249$464,270 Trustee$0 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SORENSON LEGACY FOUNDATION Private foundation$590,0005 12017–2023 BRENT AND CHERI ANDRUS CHARITABLETRUST
COMMUNITY FDN OF GREATER DES MOINES DAF sponsor$292,55711 12010–2021 BOCK FAMILY FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$143,1653 22020–2024 RHODES CHARITABLE TRUST; BANK OF HAWAII FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$110,0002 12018–2019 YUBA RIVER CHARTER SCHOOL EDUCATIONAL FOUNDATION INC
THE OJC FUND DAF sponsor$43,5833 12022–2024 B S R MEMORIAL TRUST
NATIONAL PHILANTHROPIC TR DAF sponsor$35,0002 12022–2024 YUBA RIVER CHARTER SCHOOL EDUCATIONAL FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$16,3062 12020–2023 YUBA RIVER CHARTER SCHOOL EDUCATIONAL FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$10,0001 12023–2023 RHODES CHARITABLE TRUST
JACK ADJMI AND FAMILY FOUNDATION INC Private foundation$2,6003 12021–2024 B S R MEMORIAL TRUST
RSF SOCIAL FINANCE INC DAF sponsor$2,3543 12011–2013 YUBA RIVER CHARTER SCHOOL EDUCATIONAL FOUNDATION INC
RONALD K & LELLA E MIGITA FOUNDATION Private foundation$1,0001 12019–2019 BANK OF HAWAII FOUNDATION
HOWARD E SACHS FOUNDATION INC Private foundation$3601 12021–2021 ASK CHARITABLE FOUNDATION
ALBEMARLE FOUNDATION Private foundation$1502 12019–2020 YUBA RIVER CHARTER SCHOOL EDUCATIONAL FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $341,757 spent · pay $40,048 · grants $281,125 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $281,125 82.3%
Pay: officers, directors, trustees $40,048 11.7%
Taxes $14,587 4.3%
Other expenses $4,601 1.3%
Fees: accounting $880 0.3%
Fees: legal $500 0.1%
Printing and publications $16 0.0%
Total$341,757100%

View the filing

2024 · Form 990PF · $339,595 spent · pay $40,079 · grants $281,225 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $281,225 82.8%
Pay: officers, directors, trustees $40,079 11.8%
Taxes $13,069 3.8%
Other expenses $3,842 1.1%
Fees: accounting $870 0.3%
Fees: legal $500 0.1%
Printing and publications $10 0.0%
Total$339,595100%

View the filing

2023 · Form 990PF · $328,963 spent · pay $38,440 · grants $275,885 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $275,885 83.9%
Pay: officers, directors, trustees $38,440 11.7%
Taxes $9,357 2.8%
Other expenses $3,961 1.2%
Fees: accounting $860 0.3%
Fees: legal $450 0.1%
Printing and publications $10 0.0%
Total$328,963100%

View the filing

2022 · Form 990PF · $314,782 spent · pay $42,603 · grants $250,525 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $250,525 79.6%
Pay: officers, directors, trustees $42,603 13.5%
Taxes $15,820 5.0%
Other expenses $4,534 1.4%
Fees: accounting $840 0.3%
Fees: legal $450 0.1%
Printing and publications $10 0.0%
Total$314,782100%

View the filing

2021 · Form 990PF · $297,664 spent · pay $40,295 · grants $240,150 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $240,150 80.7%
Pay: officers, directors, trustees $40,295 13.5%
Taxes $13,226 4.4%
Other expenses $3,033 1.0%
Fees: accounting $525 0.2%
Fees: legal $425 0.1%
Printing and publications $10 0.0%
Total$297,664100%

View the filing

2020 · Form 990PF · $341,087 spent · pay $38,370 · grants $287,163 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $287,163 84.2%
Pay: officers, directors, trustees $38,370 11.2%
Taxes $9,478 2.8%
Other expenses $5,141 1.5%
Fees: accounting $520 0.2%
Fees: legal $405 0.1%
Printing and publications $10 0.0%
Total$341,087100%

View the filing

2019 · Form 990PF · $373,332 spent · pay $35,505 · grants $316,913 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $316,913 84.9%
Pay: officers, directors, trustees $35,505 9.5%
Taxes $13,525 3.6%
Other expenses $6,456 1.7%
Fees: accounting $515 0.1%
Fees: legal $395 0.1%
Printing and publications $23 0.0%
Total$373,332100%

View the filing

2018 · Form 990PF · $352,812 spent · pay $32,201 · grants $302,663 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $302,663 85.8%
Pay: officers, directors, trustees $32,201 9.1%
Taxes $12,414 3.5%
Other expenses $4,603 1.3%
Fees: accounting $510 0.1%
Fees: legal $395 0.1%
Printing and publications $26 0.0%
Total$352,812100%

View the filing

2017 · Form 990PF · $332,118 spent · pay $38,382 · grants $279,754 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $279,754 84.2%
Pay: officers, directors, trustees $38,382 11.6%
Taxes $8,916 2.7%
Other expenses $4,156 1.3%
Fees: accounting $505 0.2%
Fees: legal $395 0.1%
Printing and publications $10 0.0%
Total$332,118100%

View the filing

2016 · Form 990PF · $353,340 spent · pay $38,258 · grants $300,950 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $300,950 85.2%
Pay: officers, directors, trustees $38,258 10.8%
Taxes $7,582 2.1%
Other expenses $5,625 1.6%
Fees: accounting $500 0.1%
Fees: legal $415 0.1%
Printing and publications $10 0.0%
Total$353,340100%

View the filing

2015 · Form 990PF · $379,509 spent · pay $40,720 · grants $285,125 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $285,125 75.1%
Taxes $48,288 12.7%
Pay: officers, directors, trustees $40,720 10.7%
Other expenses $3,798 1.0%
Fees: legal $1,067 0.3%
Fees: accounting $490 0.1%
Printing and publications $21 0.0%
Total$379,509100%

View the filing

2014 · Form 990PF · $311,456 spent · pay $35,730 · grants $231,775 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $231,775 74.4%
Pay: officers, directors, trustees $35,730 11.5%
Other expenses $22,363 7.2%
Taxes $21,072 6.8%
Fees: accounting $480 0.2%
Fees: legal $20 0.0%
Printing and publications $16 0.0%
Total$311,456100%

View the filing

2013 · Form 990PF · $263,257 spent · pay $29,181 · grants $208,513 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $208,513 79.2%
Pay: officers, directors, trustees $29,181 11.1%
Taxes $12,512 4.8%
Other expenses $10,695 4.1%
Fees: legal $1,110 0.4%
Fees: other professional $750 0.3%
Fees: accounting $480 0.2%
Printing and publications $16 0.0%
Total$263,257100%

View the filing