Nonprofit · EIN 81-4726788
FERNWALL FOUNDATION
Tax-exempt · OMAHA, NE 68127
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $54,276 | $67,220 | -$12,944 | $680,660 | $0 | $680,660 |
| December 31, 2023 | 990-PF | -$1,981 | $59,135 | -$61,116 | $693,604 | $0 | $693,604 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $40,000
- Dividends
- $19,591
- Interest
- $3,503
- Net gain from sales of assets
- -$8,818
Expenses
- Grants and similar amounts paid
- $58,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $58,500
- Excise tax on investment income
- $225
Balance sheet and other
- Total assets, start of year
- $693,604
- Total assets, end of year
- $680,660
- Total liabilities, end of year
- $0
- Net assets, end of year
- $680,660
- Fair market value of assets
- $734,794
- Qualifying distributions
- $58,500
- Net investment income
- $23,094
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R SIEMENS 6023 SOUTH 102ND AVENUE, OMAHA, NE 68127 | PRESIDENT/TREASURER | 1 | $0 |
| KIMBERLY E RALPH 5725 THEDEN STREET, SHAWNEE, KS 66218 | CO VICE-PRESIDENT | 0 | $0 |
| REBECCA L PERRY 15357 HILLSIDE CIRCLE, OMAHA, NE 68154 | CO VICE-PRESIDENT | 0 | $0 |
| SCOTT D SIEMENS 5848 FALMOUTH COURT, WORTHINGTON, OH 43085 | CO VICE-PRESIDENT | 0 | $0 |
| ELIZABETH B SIEMENS 6023 SOUTH 102ND AVENUE, OMAHA, NE 68127 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R SIEMENS 6023 SOUTH 102ND AVENUE, OMAHA, NE 68127 | PRESIDENT/TREASURER | 1 | $0 |
| KIMBERLY E RALPH 10146 DAYFLOWER DRIVE, TWINSBURG, OH 44087 | CO VICE-PRESIDENT | 0 | $0 |
| REBECCA L PERRY 15357 HILLSIDE CIRCLE, OMAHA, NE 68154 | CO VICE-PRESIDENT | 0 | $0 |
| SCOTT D SIEMENS 5848 FALMOUTH COURT, WORTHINGTON, OH 43085 | CO VICE-PRESIDENT | 0 | $0 |
| ELIZABETH B SIEMENS 6023 SOUTH 102ND AVENUE, OMAHA, NE 68127 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6023 S 102ND AVE, OMAHA, NE 68127-4502
- In care of
- % DAVID R SIEMENS
- Signed the 990-PF
- DAVID R SIEMENS, PRESIDENT
- Phone
- (402) 290-5480
- Return prepared by
- CREATIVE PLANNING TAX 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 | Not 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
- 81-4726788
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $680,660
- Income (IRS master file)
- $88,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $54,276 | $67,220 | $680,660 | XML |
| 990-PF | December 2023 | -$1,981 | $59,135 | $693,604 | 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 81-4726788).
Questions about FERNWALL FOUNDATION
- What is the EIN of FERNWALL FOUNDATION?
- The employer identification number (EIN) of FERNWALL FOUNDATION is 81-4726788.
- Is FERNWALL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to FERNWALL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FERNWALL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FERNWALL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FERNWALL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FERNWALL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does FERNWALL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $54,276, expenses of $67,220 and total assets of $680,660 at year end.
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- PETER KIEWIT FOUNDATION EIN 47-6098282 · last filed 990-PF for 2025
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All nonprofits in OMAHA · Nebraska · Philanthropy, voluntarism and grantmaking foundations