Nonprofit · EIN 47-6742847
VIRGINIA PETTENGILL THIRD CHARITABLE TR
Tax-exempt · OMAHA, NE 68197
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $117,181 | $98,327 | $18,854 | $1,201,526 | $0 | $1,201,526 |
| December 31, 2024 | 990-PF | $95,130 | $97,057 | -$1,927 | $1,183,169 | $0 | $1,183,169 |
| December 31, 2023 | 990-PF | $62,803 | $92,750 | -$29,947 | $1,185,172 | $0 | $1,185,172 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $34,144
- Net gain from sales of assets
- $83,037
Expenses
- Grants and similar amounts paid
- $80,000
- Compensation of officers, directors and key employees
- $4,770
- Disbursements for charitable purposes
- $81,727
- Excise tax on investment income
- $1,418
Balance sheet and other
- Total assets, start of year
- $1,183,169
- Total assets, end of year
- $1,201,526
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,201,526
- Fair market value of assets
- $1,565,892
- Qualifying distributions
- $81,727
- Net investment income
- $117,181
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 |
|---|---|---|---|
| FIRST NATIONAL BANK OF OMAHA 1620 DODGE STREET - STOP 8145, OMAHA, NE 681978145 | CO-TRUSTEE | 2 | $4,452 |
| JAMES J RODIS JR 8031 WEST CENTER ROAD SUITE 104, OMAHA, NE 68124 | CO-TRUSTEE | 5 | $318 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST NATIONAL BANK OF OMAHA 1620 DODGE STREET - STOP 8145, OMAHA, NE 681978145 | CO-TRUSTEE | 2 | $4,409 |
| JAMES J RODIS JR 8031 WEST CENTER ROAD SUITE 104, OMAHA, NE 68124 | CO-TRUSTEE | 5 | $315 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First National Bank of Omaha 1620 Dodge Street- Stop 8145, Omaha, NE 681978145 | Co-trustee | 2 | $13,919 |
| James J Rodis Jr 8031 West Center Road Suite 104, Omaha, NE 68124 | Co-trustee | 0.5 | $284 |
Address and contacts
- Address (IRS master file)
- 1601 DODGE ST - STOP 8145, OMAHA, NE 68197-8145
- In care of
- % FIRST NATIONAL BANK OF OMAHA
- Signed the 990-PF
- FNBO TRUSTEE, TRUSTEE
- Phone
- (402) 602-8736
- Return prepared by
- KPMG LLP
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
- 47-6742847
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,201,526
- Income (IRS master file)
- $271,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $117,181 | $98,327 | $1,201,526 | IRS |
| 990-PF | December 2024 | $95,130 | $97,057 | $1,183,169 | IRS |
| 990-PF | December 2023 | $62,803 | $92,750 | $1,185,172 | 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 47-6742847).
Questions about VIRGINIA PETTENGILL THIRD CHARITABLE TR
- What is the EIN of VIRGINIA PETTENGILL THIRD CHARITABLE TR?
- The employer identification number (EIN) of VIRGINIA PETTENGILL THIRD CHARITABLE TR is 47-6742847.
- Is VIRGINIA PETTENGILL THIRD CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to VIRGINIA PETTENGILL THIRD CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VIRGINIA PETTENGILL THIRD CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VIRGINIA PETTENGILL THIRD CHARITABLE TR 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 VIRGINIA PETTENGILL THIRD CHARITABLE TR 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 VIRGINIA PETTENGILL THIRD CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $4,452 (FIRST NATIONAL BANK OF OMAHA, CO-TRUSTEE).
- How much revenue does VIRGINIA PETTENGILL THIRD CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $117,181, expenses of $98,327 and total assets of $1,201,526 at year end.
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All nonprofits in OMAHA · Nebraska · Philanthropy, voluntarism and grantmaking foundations