Nonprofit · EIN 84-7045868
RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY
Also known as UNION BANK & TRUST TTEE
Tax-exempt · OMAHA, NE 68154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $61,608 | $109,066 | -$47,458 | $1,053,179 | $0 | $1,053,179 |
| December 31, 2024 | 990-PF | $94,325 | $110,106 | -$15,781 | $1,100,450 | $0 | $1,100,450 |
| December 31, 2023 | 990-PF | $27,983 | $70,005 | -$42,022 | $1,116,078 | $0 | $1,116,078 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $42,620
- Net gain from sales of assets
- $18,988
Expenses
- Grants and similar amounts paid
- $89,266
- Compensation of officers, directors and key employees
- $10,272
- Disbursements for charitable purposes
- $90,495
- Excise tax on investment income
- $627
Balance sheet and other
- Total assets, start of year
- $1,100,450
- Total assets, end of year
- $1,053,179
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,053,179
- Fair market value of assets
- $1,621,178
- Qualifying distributions
- $90,495
- Net investment income
- $61,608
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 68154 | Trustee | 5 | $10,272 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Union Bank Trust Company 14400 Branch Street, Omaha, NE 68154 | Trustee | 5 | $9,825 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK AND TRUST 2720 S 177TH STREET, OMAHA, NE 68130 | CORPORATE TRUSTEE | 5 | $8,476 |
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
- 84-7045868
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,053,179
- Income (IRS master file)
- $182,921
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $61,608 | $109,066 | $1,053,179 | IRS |
| 990-PF | December 2024 | $94,325 | $110,106 | $1,100,450 | IRS |
| 990-PF | December 2023 | $27,983 | $70,005 | $1,116,078 | 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 84-7045868).
Questions about RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY
- What is the EIN of RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY?
- The employer identification number (EIN) of RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY is 84-7045868.
- Is RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY 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 RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY 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 RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,272 (Union Bank Trust Company, Trustee).
- How much revenue does RICHARD AND MARTHADA REED TR FBO KINGDOM OF CALLAWAY HIST SOCIETY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $61,608, expenses of $109,066 and total assets of $1,053,179 at year end.
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