Nonprofit · EIN 85-4129157
DAVENPORT CHARITABLE TRUST
Tax-exempt · LINCOLN, NE 68506
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,081,274 | $1,487,302 | -$406,028 | $24,917,439 | $3,268 | $24,914,171 |
| December 31, 2024 | 990-PF | $1,179,730 | $1,512,911 | -$333,181 | $25,322,426 | $2,227 | $25,320,199 |
| December 31, 2023 | 990-PF | $1,802,367 | $1,538,777 | $263,590 | $25,655,147 | $1,767 | $25,653,380 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $28,686
- Net rental income
- $724,434
Expenses
- Grants and similar amounts paid
- $1,065,618
- Compensation of officers, directors and key employees
- $45,959
- Disbursements for charitable purposes
- $1,107,580
- Excise tax on investment income
- $9,885
Balance sheet and other
- Total assets, start of year
- $25,322,426
- Total assets, end of year
- $24,917,439
- Total liabilities, end of year
- $3,268
- Net assets, end of year
- $24,914,171
- Fair market value of assets
- $23,673,175
- Qualifying distributions
- $1,107,580
- Net investment income
- $1,081,274
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 |
|---|---|---|---|
| Pinnacle Bank 3939 South Street, Lincoln, NE 68506 | Trustee | 5 | $45,959 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pinnacle Bank 3939 South Street, Lincoln, NE 68506 | Trustee | 5 | $47,616 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pinnacle Bank 3939 South Street, Lincoln, NE 68506 | Trustee | 5 | $48,001 |
Address and contacts
- Address (IRS master file)
- 3939 SOUTH ST, LINCOLN, NE 68506-5221
- In care of
- % PINNACLE BANK-ATTN MARK KISK
- Signed the 990-PF
- Mark Kisker, Trust Officer
- Phone
- (402) 434-3192
- 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
- 85-4129157
- 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)
- $24,917,439
- Income (IRS master file)
- $1,081,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,081,274 | $1,487,302 | $24,917,439 | IRS |
| 990-PF | December 2024 | $1,179,730 | $1,512,911 | $25,322,426 | IRS |
| 990-PF | December 2023 | $1,802,367 | $1,538,777 | $25,655,147 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 85-4129157).
Questions about DAVENPORT CHARITABLE TRUST
- What is the EIN of DAVENPORT CHARITABLE TRUST?
- The employer identification number (EIN) of DAVENPORT CHARITABLE TRUST is 85-4129157.
- Is DAVENPORT CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to DAVENPORT CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVENPORT CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVENPORT 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 DAVENPORT 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 DAVENPORT CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $45,959 (Pinnacle Bank, Trustee).
- How much revenue does DAVENPORT CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,081,274, expenses of $1,487,302 and total assets of $24,917,439 at year end.
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All nonprofits in LINCOLN · Nebraska · Philanthropy, voluntarism and grantmaking foundations