Nonprofit · EIN 52-7242731
IRENE & JOSEPH MALEK CHARITABLE TR
Tax-exempt · OMAHA, NE 68154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $164,747 | $202,488 | -$37,741 | $2,298,459 | $0 | $2,298,459 |
| December 31, 2024 | 990-PF | $269,602 | $210,199 | $59,403 | $2,336,200 | $0 | $2,336,200 |
| December 31, 2023 | 990-PF | $101,590 | $206,935 | -$105,345 | $2,276,797 | $0 | $2,276,797 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $102,423
- Net gain from sales of assets
- $62,324
Expenses
- Grants and similar amounts paid
- $142,000
- Compensation of officers, directors and key employees
- $52,385
- Disbursements for charitable purposes
- $155,978
- Excise tax on investment income
- $1,720
Balance sheet and other
- Total assets, start of year
- $2,336,200
- Total assets, end of year
- $2,298,459
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,298,459
- Fair market value of assets
- $3,475,524
- Qualifying distributions
- $155,978
- Net investment income
- $164,747
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 14400 BRANCH STREET, OMAHA, NE 68514 | CO-TRUSTEE | 2 | $30,945 |
| CASSEM TIERNEY ADAMS GOTCH 9290 Dodge St STE 302, Omaha, NE 68114 | CO-TRUSTEE | 2 | $21,440 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK TRUST COMPANY 14400 BRANCH STREET, OMAHA, NE 68514 | CO-TRUSTEE | 2 | $28,260 |
| CASSEM TIERNEY ADAMS GOTCH 9290 Dodge St STE 302, Omaha, NE 68114 | CO-TRUSTEE | 2 | $21,440 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK TRUST COMPANY 14400 BRANCH STREET, OMAHA, NE 68514 | CO-TRUSTEE | 2 | $23,008 |
| CASSEM TIERNEY ADAMS GOTCH 9290 Dodge St STE 302, Omaha, NE 68114 | CO-TRUSTEE | 2 | $21,440 |
Address and contacts
- Address (IRS master file)
- 14400 BRANCH ST, OMAHA, NE 68154-1815
- In care of
- % UNION BANK & TRUST COMPANY
- Signed the 990-PF
- Audrea Kappert, TRUSTEE
- Phone
- (402) 827-6954
- 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
- 52-7242731
- 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)
- $2,298,459
- Income (IRS master file)
- $375,160
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $164,747 | $202,488 | $2,298,459 | IRS |
| 990-PF | December 2024 | $269,602 | $210,199 | $2,336,200 | IRS |
| 990-PF | December 2023 | $101,590 | $206,935 | $2,276,797 | 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 52-7242731).
Questions about IRENE & JOSEPH MALEK CHARITABLE TR
- What is the EIN of IRENE & JOSEPH MALEK CHARITABLE TR?
- The employer identification number (EIN) of IRENE & JOSEPH MALEK CHARITABLE TR is 52-7242731.
- Is IRENE & JOSEPH MALEK CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to IRENE & JOSEPH MALEK CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IRENE & JOSEPH MALEK CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IRENE & JOSEPH MALEK 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 IRENE & JOSEPH MALEK 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 IRENE & JOSEPH MALEK CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $30,945 (UNION BANK TRUST COMPANY, CO-TRUSTEE).
- How much revenue does IRENE & JOSEPH MALEK CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $164,747, expenses of $202,488 and total assets of $2,298,459 at year end.
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