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Nonprofit · EIN 26-6166852

WARREN LINDQUIST TR UW

Tax-exempt · RAPID CITY, SD 57701

Financials

$85K$108K2023$53K$87K2024$62K$108K2025
Revenue Expenses · by fiscal year end
Financials of WARREN LINDQUIST TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$62,270$107,570-$45,300$1,128,905$0$1,128,905
December 31, 2024990-PF$53,120$86,541-$33,421$1,344,387$0$1,344,387
December 31, 2023990-PF$85,382$107,657-$22,275$1,380,957$0$1,380,957
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$29,637
Net gain from sales of assets
$32,633

Expenses

Grants and similar amounts paid
$79,998
Compensation of officers, directors and key employees
$8,269
Disbursements for charitable purposes
$86,017
Excise tax on investment income
$584

Balance sheet and other

Total assets, start of year
$1,344,387
Total assets, end of year
$1,128,905
Total liabilities, end of year
$0
Net assets, end of year
$1,128,905
Fair market value of assets
$1,821,895
Qualifying distributions
$86,017
Net investment income
$62,270

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WEALTH ADVISORS TRUST CO
910 5TH STREET STE 101, RAPID CITY, SD 57701
TRUSTEE20$8,269
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WEALTH ADVISORS TRUST CO
910 5TH STREET STE 101, RAPID CITY, SD 57701
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WEALTH ADVISORS TRUST CO
910 5TH STREET STE 101, RAPID CITY, SD 57701
TRUSTEE2$0

Address and contacts

Address (IRS master file)
910 5TH STREET, RAPID CITY, SD 57701-3748
In care of
% WEALTH ADVISORS TRUST CO
Signed the 990-PF
JONATHAN CONNOLLY, TRUSTEE
Phone
(605) 716-8509
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-6166852
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,128,905
Income (IRS master file)
$351,460

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$62,270$107,570$1,128,905IRS
990-PFDecember 2024$53,120$86,541$1,344,387IRS
990-PFDecember 2023$85,382$107,657$1,380,957XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-6166852).

Questions about WARREN LINDQUIST TR UW

What is the EIN of WARREN LINDQUIST TR UW?
The employer identification number (EIN) of WARREN LINDQUIST TR UW is 26-6166852.
Is WARREN LINDQUIST TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to WARREN LINDQUIST TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WARREN LINDQUIST TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of WARREN LINDQUIST TR UW due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WARREN LINDQUIST TR UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WARREN LINDQUIST TR UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,269 (WEALTH ADVISORS TRUST CO, TRUSTEE).
How much revenue does WARREN LINDQUIST TR UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $62,270, expenses of $107,570 and total assets of $1,128,905 at year end.

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