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Nonprofit · EIN 46-6233284

VIRGINIA PETTENGILL CHARITABLE TRUST

Tax-exempt · OMAHA, NE 68197

Financials

$243K$471K2023$449K$450K2024$297K$487K2025
Revenue Expenses · by fiscal year end
Financials of VIRGINIA PETTENGILL CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$297,400$487,076-$189,676$6,740,810$0$6,740,810
December 31, 2024990-PF$449,284$450,134-$850$6,935,783$0$6,935,783
December 31, 2023990-PF$243,414$470,566-$227,152$6,935,138$0$6,935,138
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$210,299
Net gain from sales of assets
$87,101

Expenses

Grants and similar amounts paid
$393,598
Compensation of officers, directors and key employees
$25,681
Disbursements for charitable purposes
$397,416
Excise tax on investment income
$2,996

Balance sheet and other

Total assets, start of year
$6,935,783
Total assets, end of year
$6,740,810
Total liabilities, end of year
$0
Net assets, end of year
$6,740,810
Fair market value of assets
$8,391,210
Qualifying distributions
$397,416
Net investment income
$297,400

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
FIRST NATIONAL BANK OF OMAHA
1620 DODGE STREET - STOP 8145, OMAHA, NE 681978145
CO-TRUSTEE2$24,000
JAMES J RODIS JR
8031 WEST CENTER ROAD SUITE 104, OMAHA, NE 68124
CO-TRUSTEE1$1,681
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
FIRST NATIONAL BANK OF OMAHA
1620 DODGE STREET - STOP 8145, OMAHA, NE 681978145
CO-TRUSTEE2$23,867
JAMES J RODIS JR
8031 WEST CENTER ROAD SUITE 104, OMAHA, NE 68124
CO-TRUSTEE1$1,670
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
First National Bank of Omaha
1620 Dodge Street- Stop 8145, Omaha, NE 681978145
Co-trustee2$75,432
James J Rodis Jr
8031 West Center Road Suite 104, Omaha, NE 68124
Co-Trustee0.5$1,490

Address and contacts

Address (IRS master file)
1601 DODGE ST - STOP 8145, OMAHA, NE 68197-8145
In care of
% FIRST NATIONAL BANK OF OMAHA
Signed the 990-PF
FNBO BY SCOTT RIEGE, SMTST
Phone
(402) 602-8736
Return prepared by
KPMG 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 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
46-6233284
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,740,810
Income (IRS master file)
$1,285,673

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$297,400$487,076$6,740,810IRS
990-PFDecember 2024$449,284$450,134$6,935,783IRS
990-PFDecember 2023$243,414$470,566$6,935,138XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 46-6233284).

Questions about VIRGINIA PETTENGILL CHARITABLE TRUST

What is the EIN of VIRGINIA PETTENGILL CHARITABLE TRUST?
The employer identification number (EIN) of VIRGINIA PETTENGILL CHARITABLE TRUST is 46-6233284.
Is VIRGINIA PETTENGILL CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to VIRGINIA PETTENGILL CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VIRGINIA PETTENGILL CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of VIRGINIA PETTENGILL 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 VIRGINIA PETTENGILL 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 VIRGINIA PETTENGILL CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $24,000 (FIRST NATIONAL BANK OF OMAHA, CO-TRUSTEE).
How much revenue does VIRGINIA PETTENGILL CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $297,400, expenses of $487,076 and total assets of $6,740,810 at year end.

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