Nonprofit · EIN 39-7258268
JOHN R MUSGRAVE CHARITABLE TRUST
Also known as UNION BANK AND TRUST COMPANY TTEE
Tax-exempt · LINCOLN, NE 68512
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $652,847 | $0 | $652,847 | $652,847 | $0 | $652,847 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $651,822
- Dividends
- $1,025
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $14
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $652,847
- Total liabilities, end of year
- $0
- Net assets, end of year
- $652,847
- Fair market value of assets
- $651,580
- Net investment income
- $1,025
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 1801 Pine Lake Road, LINCOLN, NE 68512 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1801 PINE LAKE RD, LINCOLN, NE 68512-3690
- In care of
- % UNION BANK & TRUST COMPANY
- Signed the 990-PF
- Andy Kafka, Trustee
- Phone
- (402) 323-1790
- 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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 39-7258268
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible
- No
- Exempt since
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $652,847
- Income (IRS master file)
- $652,847
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $652,847 | $0 | $652,847 | 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 39-7258268).
Questions about JOHN R MUSGRAVE CHARITABLE TRUST
- What is the EIN of JOHN R MUSGRAVE CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN R MUSGRAVE CHARITABLE TRUST is 39-7258268.
- Is JOHN R MUSGRAVE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to JOHN R MUSGRAVE CHARITABLE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JOHN R MUSGRAVE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN R MUSGRAVE CHARITABLE 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 JOHN R MUSGRAVE CHARITABLE 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 JOHN R MUSGRAVE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOHN R MUSGRAVE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $652,847, expenses of $0 and total assets of $652,847 at year end.
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All nonprofits in LINCOLN · Nebraska · Philanthropy, voluntarism and grantmaking foundations