Nonprofit · EIN 47-6211153
IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST
Tax-exempt · LINCOLN, NE 68501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $28,924 | $35,130 | -$6,206 | $448,573 | $0 | $448,573 |
| December 31, 2024 | 990-PF | $24,104 | $34,815 | -$10,711 | $454,779 | $0 | $454,779 |
| December 31, 2023 | 990-PF | $37,129 | $34,736 | $2,393 | $465,490 | $0 | $465,490 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $16,289
- Net gain from sales of assets
- $12,467
- Other income
- $168
Expenses
- Grants and similar amounts paid
- $26,675
- Compensation of officers, directors and key employees
- $7,291
- Disbursements for charitable purposes
- $26,675
- Excise tax on investment income
- $287
Balance sheet and other
- Total assets, start of year
- $454,779
- Total assets, end of year
- $448,573
- Total liabilities, end of year
- $0
- Net assets, end of year
- $448,573
- Fair market value of assets
- $633,803
- Qualifying distributions
- $26,675
- Net investment income
- $28,924
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 AND TRUST COMPANY PO BOX 82535, LINCOLN, NE 685012535 | TRUSTEE | 0 | $7,291 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK AND TRUST COMPANY PO BOX 82535, LINCOLN, NE 685012535 | TRUSTEE | 0 | $6,841 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK AND TRUST COMPANY PO BOX 82535, LINCOLN, NE 685012535 | TRUSTEE | 2 | $5,992 |
Address and contacts
- Address (IRS master file)
- UNION BANK AND TRUST CO BOX 82535, LINCOLN, NE 68501-0000
- In care of
- % UNION BANK & TRUST COMPANY
- Signed the 990-PF
- Michael Henkenius, TRUST OFFICER
- Phone
- (402) 323-1066
- 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
- 47-6211153
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $448,573
- Income (IRS master file)
- $84,773
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $28,924 | $35,130 | $448,573 | IRS |
| 990-PF | December 2024 | $24,104 | $34,815 | $454,779 | IRS |
| 990-PF | December 2023 | $37,129 | $34,736 | $465,490 | 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 47-6211153).
Questions about IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST
- What is the EIN of IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST?
- The employer identification number (EIN) of IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST is 47-6211153.
- Is IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST 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 IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST 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 IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,291 (UNION BANK AND TRUST COMPANY, TRUSTEE).
- How much revenue does IRVING G & JEANNE BLOOM CHARITABLE REMAINDER UNITRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,924, expenses of $35,130 and total assets of $448,573 at year end.
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All nonprofits in LINCOLN · Nebraska · Philanthropy, voluntarism and grantmaking foundations