Nonprofit · EIN 46-7472719
THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION TRUST
Also known as JEANNE M LILLICH TTEE
Tax-exempt · LINCOLN, NE 68512
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $168,013 | $184,660 | -$16,647 | $1,720,083 | $0 | $1,720,083 |
| December 31, 2024 | 990-PF | $149,108 | $181,217 | -$32,109 | $1,736,730 | $0 | $1,736,730 |
| December 31, 2023 | 990-PF | $74,292 | $129,208 | -$54,916 | $1,768,839 | $0 | $1,768,839 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $57,897
- Net gain from sales of assets
- $110,116
Expenses
- Grants and similar amounts paid
- $160,000
- Compensation of officers, directors and key employees
- $20,678
- Disbursements for charitable purposes
- $165,757
- Excise tax on investment income
- $2,106
Balance sheet and other
- Total assets, start of year
- $1,736,730
- Total assets, end of year
- $1,720,083
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,720,083
- Fair market value of assets
- $2,363,891
- Qualifying distributions
- $165,757
- Net investment income
- $168,013
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 1801 Pine Lake Road, Lincoln, NE 68512 | Co-Trustee | 2 | $20,678 |
| Jeanne' M Lillich 7547 Exbury Road, Lincoln, NE 68516 | Co-Trustee | 1 | $0 |
| Bethany Meyer 1664 Plainview Ave, Seward, NE 68434 | Co-Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Union Bank Trust Company 1801 Pine Lake Road, Lincoln, NE 68512 | Co-Trustee | 2 | $19,755 |
| Jeanne' M Lillich 7547 Exbury Road, Lincoln, NE 68516 | Co-Trustee | 1 | $0 |
| Bethany Meyer 1664 Plainview Ave, Seward, NE 68434 | Co-Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Union Bank Trust Company 6801 S 27th Street, Lincoln, NE 68512 | Co-Trustee | 2 | $17,748 |
| Jeanne' M Lillich 7547 Exbury Road, Lincoln, NE 68516 | Co-Trustee | 1 | $0 |
| Bethany Meyer 1664 Plainview Ave, Seward, NE 68434 | Co-Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- UNION BANK TRUST 1801 PINE LAKE, LINCOLN, NE 68512-0000
- In care of
- % UNION BANK & TRUST COMPANY
- Signed the 990-PF
- Michael Henkenius, Trust Officer
- Phone
- (402) 323-1274
- 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
- 46-7472719
- 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 (B99)
- Assets (IRS master file)
- $1,720,083
- Income (IRS master file)
- $603,336
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $168,013 | $184,660 | $1,720,083 | IRS |
| 990-PF | December 2024 | $149,108 | $181,217 | $1,736,730 | IRS |
| 990-PF | December 2023 | $74,292 | $129,208 | $1,768,839 | 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 46-7472719).
Questions about THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION TRUST
- What is the EIN of THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION TRUST?
- The employer identification number (EIN) of THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION TRUST is 46-7472719.
- Is THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION 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 THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION 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 THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $20,678 (Union Bank Trust Company, Co-Trustee).
- How much revenue does THE WAYNE J AND WANDA M@LILLICH CHARITABLE FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $168,013, expenses of $184,660 and total assets of $1,720,083 at year end.
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