Virginia Pettengill Charitable Trust
- Assets
- $6.9m
- Revenue
- $243.4k
- Investments
- $6.8m
- Employees
- 0
- Location
- Omaha, NE
- Founding
- 11/2018
- Data as of
- 12/2023
- EIN
- 46-6233284
Organization Overview
Virginia Pettengill Charitable Trust is located in Omaha, NE. The organization was established in 2018. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Virginia Pettengill Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Virginia Pettengill Charitable Trust generated $243.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (46.9%) each year. All expenses for the organization totaled $470.6k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
First National Bank Of Omaha Co-Trustee | 2 | $75,432 | |
James J Rodis Jr Co-Trustee | 0.5 | $1,490 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $175,347 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $67,953 |
| Capital Gain Net Income | $67,953 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $114 |
| Total Revenue | $243,414 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $76,922 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,047 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $30 |
| Total operating and administrative expenses | $83,719 |
| Contributions, gifts, grants paid | $386,847 |
| Total expenses and disbursements | $470,566 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $172,117 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $6,761,357 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,664 |
| Total assets | $6,935,138 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |