Olberg Family Charitable Trust Inc

Marion, IA
Tax-exempt since March 1988
EIN: 42-1305184

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$16.6k (2024)

Expenses

$17.7k (2024)

Total Assets

$102k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$16,645

Expenses

$17,729

Net Income

-$1,084

Net Assets

$102,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$322	1.9%
Dividends	$7,468	44.9%
Sales of Assets	$8,855	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,285	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,139
Total Liabilities	$0
Net Assets	$102,139

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on May 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$9,710

Expenses

$17,457

Net Income

-$7,747

Net Assets

$103,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$320	3.3%
Dividends	$6,981	71.9%
Sales of Assets	$2,409	24.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,070	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$103,223
Total Liabilities	$0
Net Assets	$103,223

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on Aug. 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$10,786

Expenses

$17,079

Net Income

-$6,293

Net Assets

$110,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.2%
Dividends	$6,765	62.7%
Sales of Assets	$3,996	37.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,290	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$110,970
Total Liabilities	$0
Net Assets	$110,970

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on Aug. 21, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$26,508

Expenses

$19,472

Net Income

$7,036

Net Assets

$117,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$6,325	23.9%
Sales of Assets	$20,179	76.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,713	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$117,263
Total Liabilities	$0
Net Assets	$117,263

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on June 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$19,637

Expenses

$22,322

Net Income

-$2,685

Net Assets

$110,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.1%
Dividends	$7,544	38.4%
Sales of Assets	$12,068	61.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,963	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$110,227
Total Liabilities	$1
Net Assets	$110,226

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on June 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$13,861

Expenses

$19,099

Net Income

-$5,238

Net Assets

$112,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55	0.4%
Dividends	$6,356	45.9%
Sales of Assets	$7,450	53.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,665	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,912
Total Liabilities	$1
Net Assets	$112,911

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on June 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$13,879

Expenses

$13,854

Net Income

$25

Net Assets

$118,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82	0.6%
Dividends	$6,579	47.4%
Sales of Assets	$7,218	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,445	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$118,150
Total Liabilities	$0
Net Assets	$118,150

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$10,486

Expenses

$17,339

Net Income

-$6,853

Net Assets

$118,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.2%
Dividends	$5,291	50.5%
Sales of Assets	$5,169	49.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,949	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$118,125
Total Liabilities	$0
Net Assets	$118,125

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$9,325

Expenses

$15,115

Net Income

-$5,790

Net Assets

$124,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,258	56.4%
Sales of Assets	$4,067	43.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,680	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$124,978
Total Liabilities	$0
Net Assets	$124,978

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$11,168

Expenses

$5,509

Net Income

$5,659

Net Assets

$130,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,892	43.8%
Sales of Assets	$6,276	56.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,080	74.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$130,768
Total Liabilities	$0
Net Assets	$130,768

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on July 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$13,294

Expenses

$5,996

Net Income

$7,298

Net Assets

$125,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,561	34.3%
Sales of Assets	$8,733	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,730	78.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$125,109
Total Liabilities	$0
Net Assets	$125,109

Compensation

Key Employees and Officers	Compensation	Other
Christine O Heins (President)	$0	$0

990-PF

Filed on May 19, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$8,166

Expenses

$6,429

Net Income

$1,737

Net Assets

$117,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,863	47.3%
Sales of Assets	$4,303	52.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,217	81.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$117,811
Total Liabilities	$0
Net Assets	$117,811

Compensation

Key Employees and Officers	Compensation	Other
Peter Olberg (President)	$0	$0
Christine O Heins (Secretary)	$0	$0

990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$8,560

Expenses

$8,082

Net Income

$478

Net Assets

$116,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,735	43.6%
Sales of Assets	$4,825	56.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,355	78.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$116,074
Total Liabilities	$1
Net Assets	$116,073

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$34,566

Expenses

$16,607

Net Income

$17,959

Net Assets

$115,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,203	9.3%
Sales of Assets	$31,363	90.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,495	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$115,596
Total Liabilities	$1
Net Assets	$115,595

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Olberg Family Charitable Trust Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $16.6k (2024)

Expenses $17.7k (2024)

Total Assets $102k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$16.6k (2024)

Expenses

$17.7k (2024)

Total Assets

$102k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2011

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