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Nonprofit · EIN 47-0717764

JOHN & MARIE UKENA CHARITABLE TRUST

Tax-exempt · GORDON, NE 69343

Financials

$17K$38K2023$39K$37K2024$30K$37K2025
Revenue Expenses · by fiscal year end
Financials of JOHN & MARIE UKENA CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$29,516$36,915-$7,399$689,342$0$689,342
December 31, 2024990-PF$39,286$37,351$1,935$696,741$0$696,741
December 31, 2023990-PF$16,860$38,451-$21,591$694,806$0$694,806
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$29,516

Expenses

Grants and similar amounts paid
$33,571
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$33,571
Excise tax on investment income
$406

Balance sheet and other

Total assets, start of year
$696,741
Total assets, end of year
$689,342
Total liabilities, end of year
$0
Net assets, end of year
$689,342
Fair market value of assets
$689,342
Qualifying distributions
$33,571
Net investment income
$29,516

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.

NameTitleHours / weekCompensation
CHERYL GINKENS
PO BOX 246, GORDON, NE 69343
PRESIDENT0.5$0
LACEY SWAYNE
7193 200TH LANE, GORDON, NE 69343
VICE PRESIDENT0.5$0
DAYNA BROWDER
700 N OAK STREET, GORDON, NE 69343
TRUSTEE0.5$0
JOHN FREESEMAN
229 N MAIN STREET, GORDON, NE 69343
TRUSTEE0.5$0
SHIRLEY ADKINSON
312 N ELM STREET, GORDON, NE 69343
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
SHERRY R SMITH
516 N ASH STREET, GORDON, NE 69343
CHAIR PERSON0.5$0
LACEY SWAYNE
7193 200TH LANE, GORDON, NE 69343
TRUSTEE0.5$0
CHERYL GINKENS
PO BOX 246, GORDON, NE 69343
TRUSTEE0.5$0
JOHN FREESEMAN
229 N MAIN STREET, GORDON, NE 69343
TRUSTEE0.5$0
SHIRLEY ADKINSON
312 N ELM STREET, GORDON, NE 69343
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SHERRY R SMITH
516 N ASH STREET, GORDON, NE 69343
CHAIRMAN0.5$0
LACEY SWAYNE
7193 200TH LANE, GORDON, NE 69343
TRUSTEE0.5$0
CHERYL GINKENS
PO BOX 246, GORDON, NE 69343
TRUSTEE0.5$0
JOHN FREESEMAN
229 N MAIN STREET, GORDON, NE 69343
TRUSTEE0.5$0
SHIRLEY ADKINSON
312 N ELM STREET, GORDON, NE 69343
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 302, GORDON, NE 69343-0302
Signed the 990-PF
CHERYL GINKENS, PRESIDENT
Phone
(308) 282-0690
Return prepared by
CASEY PETERSON LTD

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-0717764
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$689,342
Income (IRS master file)
$29,516

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$29,516$36,915$689,342XML
990-PFDecember 2024$39,286$37,351$696,741XML
990-PFDecember 2023$16,860$38,451$694,806XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 47-0717764).

Questions about JOHN & MARIE UKENA CHARITABLE TRUST

What is the EIN of JOHN & MARIE UKENA CHARITABLE TRUST?
The employer identification number (EIN) of JOHN & MARIE UKENA CHARITABLE TRUST is 47-0717764.
Is JOHN & MARIE UKENA CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to JOHN & MARIE UKENA CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN & MARIE UKENA CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN & MARIE UKENA 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 & MARIE UKENA 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 & MARIE UKENA CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JOHN & MARIE UKENA CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,516, expenses of $36,915 and total assets of $689,342 at year end.

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