Nonprofit · EIN 20-7290065
WILLIAM KALINA SCHOLARSHIP TRUST
Also known as PINNACLE BANK TTEE
Tax-exempt · BEATRICE, NE 68310
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $59,943 | $65,769 | -$5,826 | $240,403 | $0 | $240,403 |
| December 31, 2024 | 990-PF | $20,228 | $10,604 | $9,624 | $245,967 | $0 | $245,967 |
| December 31, 2023 | 990-PF | $13,847 | $11,464 | $2,383 | $236,081 | $0 | $236,081 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,466
- Net gain from sales of assets
- $46,477
Expenses
- Grants and similar amounts paid
- $58,352
- Compensation of officers, directors and key employees
- $2,795
- Disbursements for charitable purposes
- $58,352
- Excise tax on investment income
- $755
Balance sheet and other
- Total assets, start of year
- $245,967
- Total assets, end of year
- $240,403
- Total liabilities, end of year
- $0
- Net assets, end of year
- $240,403
- Fair market value of assets
- $313,297
- Qualifying distributions
- $58,352
- Net investment income
- $57,130
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK 523 COURT STREET, BEATRICE, NE 68310 | TRUSTEE | 1 | $2,795 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK 523 COURT STREET, BEATRICE, NE 68310 | TRUSTEE | 1 | $2,519 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK 523 COURT STREET, BEATRICE, NE 68310 | TRUSTEE | 1 | $2,600 |
Address and contacts
- Address (IRS master file)
- 523 COURT ST, BEATRICE, NE 68310-3923
- In care of
- % PINNACLE BANK TRUSTEE
- Signed the 990-PF
- LYNDA ANDERSON, TRUST OFFICER
- Phone
- (402) 228-2995
- Return prepared by
- HBE 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-7290065
- 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
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $240,403
- Income (IRS master file)
- $86,423
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $59,943 | $65,769 | $240,403 | IRS |
| 990-PF | December 2024 | $20,228 | $10,604 | $245,967 | XML |
| 990-PF | December 2023 | $13,847 | $11,464 | $236,081 | XML |
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 20-7290065).
Questions about WILLIAM KALINA SCHOLARSHIP TRUST
- What is the EIN of WILLIAM KALINA SCHOLARSHIP TRUST?
- The employer identification number (EIN) of WILLIAM KALINA SCHOLARSHIP TRUST is 20-7290065.
- Is WILLIAM KALINA SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to WILLIAM KALINA SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM KALINA SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM KALINA SCHOLARSHIP TRUST 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 WILLIAM KALINA SCHOLARSHIP TRUST 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 WILLIAM KALINA SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,795 (PINNACLE BANK, TRUSTEE).
- How much revenue does WILLIAM KALINA SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $59,943, expenses of $65,769 and total assets of $240,403 at year end.
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