Nonprofit · EIN 91-1816672
SUNSHINE FOUNDATION TRUST
Also known as ROBERTSON GALL WERNER TTEE
Tax-exempt · OMAHA, NE 68154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,285,089 | $120,504 | $5,164,585 | $5,925,484 | $5,000 | $5,920,484 |
| December 31, 2024 | 990-PF | $516,104 | $257,083 | $259,021 | $844,444 | $0 | $844,444 |
| December 31, 2023 | 990-PF | $21,560 | $342,998 | -$321,438 | $467,530 | $5,000 | $462,530 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,214,905
- Dividends
- $69,515
- Interest
- $669
Expenses
- Grants and similar amounts paid
- $93,835
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $116,010
- Excise tax on investment income
- $79,491
Balance sheet and other
- Total assets, start of year
- $844,444
- Total assets, end of year
- $5,925,484
- Total liabilities, end of year
- $5,000
- Net assets, end of year
- $5,920,484
- Fair market value of assets
- $6,514,562
- Qualifying distributions
- $116,010
- Net investment income
- $5,718,806
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 |
|---|---|---|---|
| GAIL WERNER-ROBERTSON 14301 FNB PARKWAY SUITE 115, OMAHA, NE 68154 | TRUSTEE | 2 | $0 |
| SCOTT ROBERTSON 1215 N 136TH ST, OMAHA, NE 68154 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GAIL WERNER-ROBERTSON 14301 FNB PARKWAY SUITE 115, OMAHA, NE 68154 | TRUSTEE | 2 | $0 |
| SCOTT ROBERTSON 1215 N 136TH ST, OMAHA, NE 68154 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GAIL WERNER-ROBERTSON 14301 FNB PARKWAY SUITE 115, OMAHA, NE 68154 | TRUSTEE | 2 | $0 |
| SCOTT ROBERTSON 1215 N 136TH ST, OMAHA, NE 68154 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 14301 FNB PKWY STE 115, OMAHA, NE 68154-5299
- In care of
- % MIKE WEAVER
- Signed the 990-PF
- GAIL WERNER-ROBERTSON, TRUSTEE
- Phone
- (402) 496-7200
- Return prepared by
- EIDE BAILLY LLP
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
- 91-1816672
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,925,484
- Income (IRS master file)
- $11,007,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,285,089 | $120,504 | $5,925,484 | IRS |
| 990-PF | December 2024 | $516,104 | $257,083 | $844,444 | IRS |
| 990-PF | December 2023 | $21,560 | $342,998 | $467,530 | 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 91-1816672).
Questions about SUNSHINE FOUNDATION TRUST
- What is the EIN of SUNSHINE FOUNDATION TRUST?
- The employer identification number (EIN) of SUNSHINE FOUNDATION TRUST is 91-1816672.
- Is SUNSHINE FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Which annual return does SUNSHINE FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUNSHINE FOUNDATION 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 SUNSHINE FOUNDATION 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 SUNSHINE FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SUNSHINE FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,285,089, expenses of $120,504 and total assets of $5,925,484 at year end.
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