Nonprofit · EIN 27-4298903
JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION
Tax-exempt · LINCOLN, NE 68520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $239,061 | $108,065 | $130,996 | $1,410,760 | $0 | $1,410,760 |
| December 31, 2024 | 990-PF | $133,335 | $105,194 | $28,141 | $1,279,764 | $0 | $1,279,764 |
| December 31, 2023 | 990-PF | $166,878 | $79,398 | $87,480 | $1,251,623 | $0 | $1,251,623 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,521
- Dividends
- $34,685
- Interest
- $1,993
- Net gain from sales of assets
- $101,862
Expenses
- Grants and similar amounts paid
- $105,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $105,000
- Excise tax on investment income
- $2,617
Balance sheet and other
- Total assets, start of year
- $1,279,764
- Total assets, end of year
- $1,410,760
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,410,760
- Fair market value of assets
- $2,228,119
- Qualifying distributions
- $105,000
- Net investment income
- $188,663
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 |
|---|---|---|---|
| BARBARA A GARD 9400 MONTELLO RD, LINCOLN, NE 685201437 | PRESIDENT/TREASURER | 1 | $0 |
| JOSEPH J GARD 9400 MONTELLO RD, LINCOLN, NE 685201437 | VICE PRESIDENT | 1 | $0 |
| DANIEL R GARD 9400 MONTELLO RD, LINCOLN, NE 685201437 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA A GARD 9400 MONTELLO RD, LINCOLN, NE 685201437 | PRESIDENT/TREASURER | 1 | $0 |
| JOSEPH J GARD 9400 MONTELLO RD, LINCOLN, NE 685201437 | VICE PRESIDENT | 1 | $0 |
| DANIEL R GARD 9400 MONTELLO RD, LINCOLN, NE 685201437 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA A GARD 9400 MONTELLO RD, LINCOLN, NE 685201437 | PRESIDENT/TREASURER | 1 | $0 |
| JOSEPH J GARD 9400 MONTELLO RD, LINCOLN, NE 685201437 | VICE PRESIDENT | 1 | $0 |
| DANIEL R GARD 9400 MONTELLO RD, LINCOLN, NE 685201437 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9400 MONTELLO RD, LINCOLN, NE 68520-1437
- In care of
- % LARRY V ALBERS
- Signed the 990-PF
- BARBARA GARD, PRESIDENT
- Phone
- (402) 730-5479
- 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
- 27-4298903
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,410,760
- Income (IRS master file)
- $304,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $239,061 | $108,065 | $1,410,760 | XML |
| 990-PF | December 2024 | $133,335 | $105,194 | $1,279,764 | XML |
| 990-PF | December 2023 | $166,878 | $79,398 | $1,251,623 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 27-4298903).
Questions about JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION
- What is the EIN of JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION?
- The employer identification number (EIN) of JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION is 27-4298903.
- Is JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION 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 JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION 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 JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOSEPH R AND BARBARA A GARD FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $239,061, expenses of $108,065 and total assets of $1,410,760 at year end.
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