WB SMALL TRUST

WATERLOO, IA 507041290 EIN 426161925

https://WWW.WBSMALLTRUST.COM
$1.9M Total Assets (2018)
$84K Total Giving (2018)
83 Grants on File (2018–2024)
$84K Avg Grant Size

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person BOARD OF TRUSTEES WB SMALL TRUST
Phone 3192778000
Deadlines NONE
How to Apply SEE ATTACHED COPY OF APPLICATION FORM.
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 1,250 PER SEMESTER PER APPLICANT.

Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 $84K $1.9M $133K 1
2020 $93K $2.2M $48K 1
2023 $104K $2.1M $89K 41
2024 $80K $2.1M $112K 40

Grant Size Distribution

Based on 83 grants on record

Minimum
$2K
25th Pctl
$2K
Median
$2K
Average
$4K
75th Pctl
$2K
Maximum
$93K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
ROBERT L SMITH JR TRUSTEE
JACK R LOCKE TRUSTEE
LORI JOHNSON TRUSTEE
REVEREND CATHY F YOUNG TRUSTEE
JOHN LOCKE TRUSTEE

Grants Awarded (83 total)

RecipientLocationAmountPurposeYear
SCHEDULED SCHEDULED, IA $93,250 SEE ATTACHED STATEMENT. 2020
SCHEDULED SCHEDULED, IA $83,750 SEE ATTACHED STATEMENT. 2018
KATHRYN THOMPSON LA CROSSE, WI $4,000 TUITION/BOOKS 2023
TYLER WALKER CEDAR RAPIDS, IA $4,000 TUITION/BOOKS 2023
NOAH RUSSELL CARMEL, IN $4,000 TUITION/BOOKS 2023
JANAE EPP DALLAS, TX $4,000 TUITION/BOOKS 2023
LORNA BLACKFORD MONMOUTH, IL $4,000 TUITION/BOOKS 2023
ANTHONY HARRIS PRINCETON, NJ $4,000 TUITION/BOOKS 2023
PAUL FREDERICK UNIVERSITY CITY, MO $4,000 TUITION/BOOKS 2023
PREUS HASSELBROOK EVANSDALE, IA $4,000 TUITION/BOOKS 2023
CHARITY SCHLOTE DAVENPORT, IA $4,000 TUITION/BOOKS 2023
MARK GLAZENER DUBUQUE, IA $4,000 TUITION/BOOKS 2023
LUKE SLOTERDYK MARION, IA $4,000 TUITION/BOOKS 2023
JACOB DIERCKS ST LOUIS, MO $2,000 TUITION/BOOKS 2024
HUNG LE MUNDELEIN, IL $2,000 TUITION/BOOKS 2024
CAMBER HERIIG WALL LAKE, IA $2,000 TUITION/BOOKS 2024
GRACE OLSON DUBUQUE, IA $2,000 TUITION/BOOKS 2024
ETHAN BOESTER ST LOUIS, MO $2,000 TUITION/BOOKS 2024
CAMBER HERIIG WALL LAKE, IA $2,000 TUITION/BOOKS 2024
ANTHONY HARRIS PRINCETON, NJ $2,000 TUITION/BOOKS 2024
LUKE DEKOSTER HULL, IA $2,000 TUITION/BOOKS 2024
LORNA BLACKFORD MONMOUTH, IL $2,000 TUITION/BOOKS 2024
LYDIA ANDRES PRINCETON, NJ $2,000 TUITION/BOOKS 2024
MARK GLAZENER DUBUQUE, IA $2,000 TUITION/BOOKS 2024
COLTON WILLEY POLK CITY, IA $2,000 TUITION/BOOKS 2024