Nonprofit · EIN 27-6392650
LYLE E AND SHIRLEY M DURHAM FOUNDATION TR
Tax-exempt · LINCOLN, NE 68512
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $45,696 | $71,420 | -$25,724 | $713,804 | $0 | $713,804 |
| December 31, 2024 | 990-PF | $110,298 | $68,907 | $41,391 | $739,702 | $0 | $739,702 |
| December 31, 2023 | 990-PF | $77,716 | $71,830 | $5,886 | $699,028 | $0 | $699,028 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $35,390
- Net gain from sales of assets
- $10,306
Expenses
- Grants and similar amounts paid
- $54,938
- Compensation of officers, directors and key employees
- $13,170
- Disbursements for charitable purposes
- $54,938
- Excise tax on investment income
- $450
Balance sheet and other
- Total assets, start of year
- $739,702
- Total assets, end of year
- $713,804
- Total liabilities, end of year
- $0
- Net assets, end of year
- $713,804
- Fair market value of assets
- $1,195,124
- Qualifying distributions
- $54,938
- Net investment income
- $45,696
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 |
|---|---|---|---|
| UNION BANK TRUST COMPANY 6801 SOUTH 27TH STREET, LINCOLN, NE 68512 | TRUSTEE | 0.75 | $13,170 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK TRUST COMPANY 6801 SOUTH 27TH STREET, LINCOLN, NE 68512 | TRUSTEE | 0.75 | $12,813 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK TRUST COMPANY 6801 SOUTH 27TH STREET, LINCOLN, NE 68512 | TRUSTEE | 0.75 | $11,825 |
Address and contacts
- Address (IRS master file)
- 6801 S 27TH ST, LINCOLN, NE 68512-4823
- In care of
- % UNION BANK & TRUST COMPANY
- Signed the 990-PF
- MICHAEL HENKENIUS, TRUST OFFICER
- Phone
- (402) 423-1274
- 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
- 27-6392650
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $713,804
- Income (IRS master file)
- $102,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $45,696 | $71,420 | $713,804 | IRS |
| 990-PF | December 2024 | $110,298 | $68,907 | $739,702 | IRS |
| 990-PF | December 2023 | $77,716 | $71,830 | $699,028 | 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 27-6392650).
Questions about LYLE E AND SHIRLEY M DURHAM FOUNDATION TR
- What is the EIN of LYLE E AND SHIRLEY M DURHAM FOUNDATION TR?
- The employer identification number (EIN) of LYLE E AND SHIRLEY M DURHAM FOUNDATION TR is 27-6392650.
- Is LYLE E AND SHIRLEY M DURHAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to LYLE E AND SHIRLEY M DURHAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LYLE E AND SHIRLEY M DURHAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LYLE E AND SHIRLEY M DURHAM FOUNDATION TR 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 LYLE E AND SHIRLEY M DURHAM FOUNDATION TR 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 LYLE E AND SHIRLEY M DURHAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,170 (UNION BANK TRUST COMPANY, TRUSTEE).
- How much revenue does LYLE E AND SHIRLEY M DURHAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $45,696, expenses of $71,420 and total assets of $713,804 at year end.
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