Nonprofit · EIN 36-3662965
ACKLIE CHARITABLE FOUNDATION
Tax-exempt · LINCOLN, NE 68528
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,719,594 | $14,437,832 | -$2,718,238 | $156,030,852 | $0 | $156,030,852 |
| December 31, 2024 | 990-PF | $8,528,662 | $15,670,181 | -$7,141,519 | $158,775,765 | $0 | $158,775,765 |
| December 31, 2023 | 990-PF | $8,903,999 | $12,827,628 | -$3,923,629 | $165,927,872 | $0 | $165,927,872 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $5,382,810
- Net gain from sales of assets
- $5,956,204
- Other income
- $380,580
Expenses
- Grants and similar amounts paid
- $13,353,958
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $13,360,785
- Excise tax on investment income
- $149,491
Balance sheet and other
- Total assets, start of year
- $158,775,765
- Total assets, end of year
- $156,030,852
- Total liabilities, end of year
- $0
- Net assets, end of year
- $156,030,852
- Fair market value of assets
- $286,736,357
- Qualifying distributions
- $13,360,785
- Net investment income
- $11,685,382
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 |
|---|---|---|---|
| HOLLY ACKLIE OSTERGARD 7001 STEVENS RIDGE ROAD, LINCOLN, NE 68516 | PRESIDENT | 0 | $0 |
| PHYLLIS A ACKLIE No 2106 The Brittany, 4021 Gulf Shore Boulevard North, Naples, FL 34103 | DIRECTOR | 0 | $0 |
| TONN OSTERGARD 7001 STEVENS RIDGE ROAD, LINCOLN, NE 68516 | TREASURER | 0 | $0 |
| JEFF SCHUMACHER PO BOX 83246, LINCOLN, NE 68501 | DIRECTOR | 0 | $0 |
| HALLEY KRUSE 2200 WOODSDALE BOULEVARD, LINCOLN, NE 68502 | VICE PRESIDENT AND SECRETARY | 20 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLY ACKLIE OSTERGARD 7001 STEVENS RIDGE ROAD, LINCOLN, NE 68516 | PRESIDENT | 0 | $0 |
| PHYLLIS A ACKLIE No 2106 The Brittany, 4021 Gulf Shore Boulevard North, Naples, FL 34103 | SECRETARY | 0 | $0 |
| TONN OSTERGARD 7001 STEVENS RIDGE ROAD, LINCOLN, NE 68516 | TREASURER | 0 | $0 |
| JEFF SCHUMACHER PO BOX 83246, LINCOLN, NE 68501 | DIRECTOR | 0 | $0 |
| HALLEY KRUSE 2200 WOODSDALE BOULEVARD, LINCOLN, NE 68502 | VICE PRESIDENT | 20 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLY ACKLIE OSTERGARD 7001 STEVENS RIDGE ROAD, LINCOLN, NE 68516 | PRESIDENT | 0 | $0 |
| PHYLLIS A ACKLIE No 2106 The Brittany, 4021 Gulf Shore Boulevard North, Naples, FL 34103 | SECRETARY | 0 | $0 |
| TONN OSTERGARD 7001 STEVENS RIDGE ROAD, LINCOLN, NE 68516 | TREASURER | 0 | $0 |
| JEFF SCHUMACHER PO BOX 83246, LINCOLN, NE 68501 | DIRECTOR | 0 | $0 |
| HALLEY KRUSE 2200 WOODSDALE BOULEVARD, LINCOLN, NE 68502 | VICE PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 NW 56TH ST, LINCOLN, NE 68528-8842
- In care of
- % HALLEY KRUSE
- Signed the 990-PF
- Halley Kruse, Vice President
- Phone
- (402) 475-9521
- Return prepared by
- Labenz & Associates LLC
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
- 36-3662965
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $156,030,852
- Income (IRS master file)
- $27,516,677
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,719,594 | $14,437,832 | $156,030,852 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $8,528,662 | $15,670,181 | $158,775,765 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $8,903,999 | $12,827,628 | $165,927,872 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 36-3662965).
Questions about ACKLIE CHARITABLE FOUNDATION
- What is the EIN of ACKLIE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ACKLIE CHARITABLE FOUNDATION is 36-3662965.
- Is ACKLIE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to ACKLIE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ACKLIE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ACKLIE CHARITABLE 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 ACKLIE CHARITABLE 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 ACKLIE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ACKLIE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,719,594, expenses of $14,437,832 and total assets of $156,030,852 at year end.
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All nonprofits in LINCOLN · Nebraska · Philanthropy, voluntarism and grantmaking foundations