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Nonprofit · EIN 36-3712016

WILLIAM R PATRICK FOUNDATION

Tax-exempt · OMAHA, NE 68114

Financials

$188K$171K2023$266K$201K2024$276K$190K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM R PATRICK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$276,340$190,462$85,878$2,522,232$0$2,522,232
December 31, 2024990-PF$265,554$201,419$64,135$2,436,354$0$2,436,354
December 31, 2023990-PF$188,374$170,581$17,793$2,372,219$0$2,372,219
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$59,775
Net rental income
$49,664
Net gain from sales of assets
$153,958

Expenses

Grants and similar amounts paid
$128,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$128,000
Excise tax on investment income
$3,661

Balance sheet and other

Total assets, start of year
$2,436,354
Total assets, end of year
$2,522,232
Total liabilities, end of year
$0
Net assets, end of year
$2,522,232
Fair market value of assets
$4,001,974
Qualifying distributions
$128,000
Net investment income
$276,340

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.

NameTitleHours / weekCompensation
ELISABETH B LIAKOS
8701 WEST DODGE ROAD 408, OMAHA, NE 68114
PRES./DIR.0$0
MICHAEL J MATUKEWICZ
8701 WEST DODGE ROAD 408, OMAHA, NE 68114
SEC./TREAS./DIR.0$0
LINDA H LOVGREN
8701 WEST DODGE ROAD 408, OMAHA, NE 68114
V.P./DIR.0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ELISABETH B LIAKOS
8701 WEST DODGE ROAD 408, OMAHA, NE 68114
PRES./DIR.0$0
MICHAEL J MATUKEWICZ
8701 WEST DODGE ROAD 408, OMAHA, NE 68114
SEC./TREAS./DIR.0$0
LINDA H LOVGREN
8701 WEST DODGE ROAD 408, OMAHA, NE 68114
V.P./DIR.0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ELISABETH B LIAKOS
8701 WEST DODGE ROAD 408, OMAHA, NE 68114
PRES./DIR.0$0
MICHAEL J MATUKEWICZ
8701 WEST DODGE ROAD 408, OMAHA, NE 68114
SEC./TREAS./DIR.0$0
LINDA H LOVGREN
8701 WEST DODGE ROAD 408, OMAHA, NE 68114
V.P./DIR.0$0

Address and contacts

Address (IRS master file)
8701 W DODGE RD STE 408, OMAHA, NE 68114-3429
Signed the 990-PF
MICHAEL J MATUKEWCZ, SEC./TREAS./DIR.
Phone
(402) 393-1400
Return prepared by
DARST BRUNE AND 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-3712016
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,522,232
Income (IRS master file)
$1,009,896

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$276,340$190,462$2,522,232XML
990-PFDecember 2024$265,554$201,419$2,436,354XML
990-PFDecember 2023$188,374$170,581$2,372,219XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 36-3712016).

Questions about WILLIAM R PATRICK FOUNDATION

What is the EIN of WILLIAM R PATRICK FOUNDATION?
The employer identification number (EIN) of WILLIAM R PATRICK FOUNDATION is 36-3712016.
Is WILLIAM R PATRICK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to WILLIAM R PATRICK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM R PATRICK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM R PATRICK FOUNDATION 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 WILLIAM R PATRICK FOUNDATION 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 WILLIAM R PATRICK FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does WILLIAM R PATRICK FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $276,340, expenses of $190,462 and total assets of $2,522,232 at year end.

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