Nonprofit · EIN 81-0951202
W L AND SYDNEY M WINSTROM CHARITABLE TRUST
Tax-exempt · OMAHA, NE 68154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $322,451 | $291,816 | $30,635 | $3,065,283 | $0 | $3,065,283 |
| December 31, 2024 | 990-PF | $143,081 | $257,089 | -$114,008 | $3,034,648 | $0 | $3,034,648 |
| December 31, 2023 | 990-PF | $186,278 | $271,455 | -$85,177 | $3,148,656 | $0 | $3,148,656 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $76,142
- Interest
- $5,655
- Net gain from sales of assets
- $240,654
Expenses
- Grants and similar amounts paid
- $260,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $260,000
- Excise tax on investment income
- $4,235
Balance sheet and other
- Total assets, start of year
- $3,034,648
- Total assets, end of year
- $3,065,283
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,065,283
- Fair market value of assets
- $5,733,005
- Qualifying distributions
- $260,000
- Net investment income
- $322,451
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 |
|---|---|---|---|
| BRIDGES TRUST COMPANY PO BOX 542021, OMAHA, NE 68154 | TRUSTEE | 0 | $0 |
| SYDNEY M WINSTROM 9707 NOTTINGHAM DR, OMAHA, NE 68114 | DISTRIBUTIONS ADVISORY BD | 0 | $0 |
| DAVID BLAGG 9290 W DODGE RD STE 302, OMAHA, NE 68114 | DISTRIBUTIONS ADVISORY BD | 0.1 | $0 |
| DAVID ROE FIRST NATIONAL TOWER STE 3700 1601, DODGE ST, OMAHA, NE 68102 | DISTRIBUTIONS ADVISORY BD | 0.1 | $0 |
| ROBERT H BERGER 1301 S 75TH STREET SUITE 200, OMAHA, NE 68124 | DISTRIBUTIONS ADVISORY BD | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIDGES TRUST COMPANY PO BOX 542021, OMAHA, NE 68154 | TRUSTEE | 0 | $0 |
| SYDNEY M WINSTROM 9707 NOTTINGHAM DR, OMAHA, NE 68114 | DISTRIBUTIONS ADVISORY BD | 0 | $0 |
| DAVID BLAGG 9290 W DODGE RD STE 302, OMAHA, NE 68114 | DISTRIBUTIONS ADVISORY BD | 0.1 | $0 |
| DAVID ROE FIRST NATIONAL TOWER STE 3700 1601, DODGE ST, OMAHA, NE 68102 | DISTRIBUTIONS ADVISORY BD | 0.1 | $0 |
| ROBERT H BERGER 1301 S 75TH STREET SUITE 200, OMAHA, NE 68124 | DISTRIBUTIONS ADVISORY BD | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIDGES TRUST COMPANY PO BOX 542021, OMAHA, NE 68154 | TRUSTEE | 0 | $0 |
| SYDNEY M WINSTROM 9707 NOTTINGHAM DR, OMAHA, NE 68114 | DISTRIBUTIONS ADVISORY BD | 0 | $0 |
| DAVID BLAGG 9290 W DODGE RD STE 302, OMAHA, NE 68114 | DISTRIBUTIONS ADVISORY BD | 0.1 | $0 |
| DAVID ROE FIRST NATIONAL TOWER STE 3700 1601, DODGE ST, OMAHA, NE 68102 | DISTRIBUTIONS ADVISORY BD | 0.1 | $0 |
| ROBERT H BERGER 1301 S 75TH STREET SUITE 200, OMAHA, NE 68124 | DISTRIBUTIONS ADVISORY BD | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 542021, OMAHA, NE 68154-8021
- In care of
- % BRIDGES TR CO
- Signed the 990-PF
- BRIDGES TRUST COMPANY, TRUSTEE
- Phone
- (402) 393-8300
- Return prepared by
- BERGER ELLIOTT & PRITCHARD CPAS 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
- 81-0951202
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,065,283
- Income (IRS master file)
- $523,710
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $322,451 | $291,816 | $3,065,283 | IRS |
| 990-PF | December 2024 | $143,081 | $257,089 | $3,034,648 | IRS |
| 990-PF | December 2023 | $186,278 | $271,455 | $3,148,656 | 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 81-0951202).
Questions about W L AND SYDNEY M WINSTROM CHARITABLE TRUST
- What is the EIN of W L AND SYDNEY M WINSTROM CHARITABLE TRUST?
- The employer identification number (EIN) of W L AND SYDNEY M WINSTROM CHARITABLE TRUST is 81-0951202.
- Is W L AND SYDNEY M WINSTROM CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to W L AND SYDNEY M WINSTROM CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W L AND SYDNEY M WINSTROM CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W L AND SYDNEY M WINSTROM 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 W L AND SYDNEY M WINSTROM 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 W L AND SYDNEY M WINSTROM 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 W L AND SYDNEY M WINSTROM CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $322,451, expenses of $291,816 and total assets of $3,065,283 at year end.
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