Nonprofit · EIN 20-3654756
WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION
Tax-exempt · OMAHA, NE 68154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $202,231 | $196,672 | $5,559 | $4,192,600 | $0 | $4,192,600 |
| December 31, 2023 | 990 | $187,621 | $186,389 | $1,232 | $3,880,173 | $5,603 | $3,874,570 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $202,231
- Net gain from sales of assets
- $101,137
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $146,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $170,000
- Management and general (functional)
- $26,672
Balance sheet and other
- Total assets, start of year
- $3,880,173
- Total assets, end of year
- $4,192,600
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,192,600
- Publicly traded securities
- $4,116,777
- Net assets without donor restrictions
- $4,192,600
- Gross receipts
- $525,798
- Employees
- 0
- Year formed
- 2005
- State of legal domicile
- NE
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Vanessa Denney | Director Trustee or director | 1 | $0 | $165,041 | $4,230 |
| Kelli Cavey | Director Trustee or director | 1 | $0 | $107,126 | $19,567 |
| James Boulay | Director Trustee or director | 1 | $0 | $0 | $0 |
| Matt Darling | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kelli Draper | Pres/Treasurer Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Katie Fitzgerald | Vice President Trustee or director, Officer | 5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kelli Cavey | Director Trustee or director | 1 | $0 | $173,101 | $39,188 |
| James Boulay | Director Trustee or director | 1 | $0 | $0 | $0 |
| Matt Darling | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kelli Draper | Pres/Treasurer Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Katie Fitzgerald | Vice President Trustee or director, Officer | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 13918 CHARLES ST, OMAHA, NE 68154-6000
- Signed the 990
- Kelli Draper, Pres/Treasurer
- Phone
- (402) 681-1933
Mission
The corporation is organized and shall be operated exclusively for charitable, educational or religious purposes by supporting the Omaha Community Foundation.
Program accomplishments
- To operate exclusively for charitable, educational and religious purposes by conducting supporting activities for the benefit of and carrying out the purposes of the Omaha Community Foundation.Expenses $170,000 · grants $146,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-3654756
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T113)
- Assets (IRS master file)
- $4,192,600
- Income (IRS master file)
- $525,798
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $202,231 | $196,672 | $4,192,600 | XML |
| 990 | December 2023 | $187,621 | $186,389 | $3,880,173 | XML |
| 990 | December 2022 | $156,693 | $192,357 | $3,482,285 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 20-3654756).
Questions about WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION
- What is the EIN of WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION?
- The employer identification number (EIN) of WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION is 20-3654756.
- Is WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does WILLIAM AND BARBARA FITZGERALD FAMILY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $202,231, expenses of $196,672 and total assets of $4,192,600 at year end.
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- SUZANNE AND WALTER SCOTT FOUNDATION EIN 36-3727897 · last filed 990 for 2024
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- BRIDGES PHILANTHROPIC FUND EIN 99-1674027 · last filed 990 for 2025
- PETER KIEWIT FOUNDATION EIN 47-6098282 · last filed 990-PF for 2025
- OMAHA COMMUNITY FOUNDATION DONOR DIRECTED DEPOSITORY EIN 36-3789990 · last filed 990 for 2024
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