Nonprofit · EIN 47-6228310
WORTMAN FAMILY CHARITABLE TRUST
Also known as WORTMAN K & T OTTO & G WARREN TTEES
Tax-exempt · AURORA, NE 68818
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,635,179 | $1,102,355 | $1,532,824 | $6,602,696 | $0 | $6,602,696 |
| December 31, 2024 | 990-PF | $1,290,380 | $977,157 | $313,223 | $5,069,872 | $0 | $5,069,872 |
| December 31, 2023 | 990-PF | $998,850 | $1,178,244 | -$179,394 | $4,756,649 | $0 | $4,756,649 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $48,853
- Interest
- $48,126
- Net rental income
- -$295,645
- Net gain from sales of assets
- $2,143,723
- Other income
- -$18,178
Expenses
- Grants and similar amounts paid
- $365,360
- Compensation of officers, directors and key employees
- $24,000
- Disbursements for charitable purposes
- $382,055
Balance sheet and other
- Total assets, start of year
- $5,069,872
- Total assets, end of year
- $6,602,696
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,602,696
- Fair market value of assets
- $8,696,036
- Qualifying distributions
- $382,055
- Net investment income
- $652,957
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 |
|---|---|---|---|
| GERALD D WARREN 1910 O STREET, AURORA, NE 68818 | TRUSTEE | 2 | $12,000 |
| JAYNE L SMITH PO BOX 98, AURORA, NE 68818 | TRUSTEE | 2 | $12,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD D WARREN 1910 O STREET, AURORA, NE 68818 | TRUSTEE | 2 | $12,000 |
| JAYNE L SMITH PO BOX 98, AURORA, NE 68818 | TRUSTEE | 2 | $12,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD D WARREN 1910 O STREET, AURORA, NE 68818 | TRUSTEE | 2 | $0 |
| JAYNE L SMITH PO BOX 98, AURORA, NE 68818 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 98, AURORA, NE 68818-0098
- In care of
- % TIMOTHY J OTTO
- Signed the 990-PF
- JAYNE L SMITH, TRUSTEE
- Phone
- (402) 694-0448
- Return prepared by
- CONTRYMAN ASSOCIATES PC CPA'S
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
- 47-6228310
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,602,696
- Income (IRS master file)
- $4,446,179
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,635,179 | $1,102,355 | $6,602,696 | XML |
| 990-PF | December 2024 | $1,290,380 | $977,157 | $5,069,872 | XML |
| 990-PF | December 2023 | $998,850 | $1,178,244 | $4,756,649 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 47-6228310).
Questions about WORTMAN FAMILY CHARITABLE TRUST
- What is the EIN of WORTMAN FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of WORTMAN FAMILY CHARITABLE TRUST is 47-6228310.
- Is WORTMAN FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WORTMAN FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WORTMAN FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WORTMAN FAMILY 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 WORTMAN FAMILY 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 WORTMAN FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $12,000 (GERALD D WARREN, TRUSTEE).
- How much revenue does WORTMAN FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,635,179, expenses of $1,102,355 and total assets of $6,602,696 at year end.
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