Irene & Joseph Malek Charitable Tr

Omaha, NE
Tax-exempt since June 2003
EIN: 52-7242731

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$270k (2024)

Expenses

$210k (2024)

Total Assets

$2.34M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$269,602

Expenses

$210,199

Net Income

$59,403

Net Assets

$2,336,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,253	36.1%
Sales of Assets	$172,349	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,228	81.0%
Compensation of Officers*	$49,700	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,336,200
Total Liabilities	$0
Net Assets	$2,336,200

Compensation

Key Employees and Officers	Compensation	Other
Union Bank Trust Company (Co Trustee)	$28,260	$0
Cassem Tierney Adams Gotch (Co Trustee)	$21,440	$0

990-PF

Filed on May 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$101,590

Expenses

$206,935

Net Income

-$105,345

Net Assets

$2,276,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,902	87.5%
Sales of Assets	$12,210	12.0%
Other Income	$478	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,905	83.1%
Compensation of Officers*	$44,448	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,276,797
Total Liabilities	$0
Net Assets	$2,276,797

Compensation

Key Employees and Officers	Compensation	Other
Union Bank Trust Company (Co Trustee)	$23,008	$0
Cassem Tierney Adams Gotch (Co Trustee)	$21,440	$0

990-PF

Filed on May 8, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$88,314

Expenses

$216,019

Net Income

-$127,705

Net Assets

$2,382,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,889	93.9%
Sales of Assets	$5,425	6.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,167	82.0%
Compensation of Officers*	$45,547	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,382,142
Total Liabilities	$0
Net Assets	$2,382,142

Compensation

Key Employees and Officers	Compensation	Other
Union Bank Trust Company (Co Trustee)	$24,107	$0
Cassem Tierney Adams Gotch (Co Trustee)	$21,440	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$178,761

Expenses

$237,293

Net Income

-$58,532

Net Assets

$2,509,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,166	45.4%
Sales of Assets	$97,595	54.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,614	84.1%
Compensation of Officers*	$47,410	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,509,847
Total Liabilities	$0
Net Assets	$2,509,847

Compensation

Key Employees and Officers	Compensation	Other
Union Bank Trust Company (Co Trustee)	$25,970	$0
Cassem Tierney Adams Gotch (Co Trustee)	$21,440	$0

990-PF

Filed on May 12, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$96,124

Expenses

$202,701

Net Income

-$106,577

Net Assets

$2,568,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,491	79.6%
Sales of Assets	$19,633	20.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,915	82.3%
Compensation of Officers*	$44,612	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,568,379
Total Liabilities	$1
Net Assets	$2,568,378

Compensation

Key Employees and Officers	Compensation	Other
Union Bank Trust Company (Co Trustee: As Needed)	$23,172	$0
Cassem Tierney Adams Gotch (Co Trustee: As Needed)	$21,440	$0

990-PF

Filed on May 11, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$155,414

Expenses

$203,214

Net Income

-$47,800

Net Assets

$2,674,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,728	56.4%
Sales of Assets	$67,686	43.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,972	82.2%
Compensation of Officers*	$44,842	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,674,956
Total Liabilities	$1
Net Assets	$2,674,955

Compensation

Key Employees and Officers	Compensation	Other
Union Bank Trust Company (Co Trustee: As Needed)	$23,402	$0
Cassem Tierney Adams Gotch (Co Trustee: As Needed)	$21,440	$0

990-PF

Filed on June 3, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$177,888

Expenses

$215,275

Net Income

-$37,387

Net Assets

$2,722,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,131	48.4%
Sales of Assets	$91,757	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,092	82.3%
Compensation of Officers*	$45,318	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,722,756
Total Liabilities	$0
Net Assets	$2,722,756

Compensation

Key Employees and Officers	Compensation	Other
Union Bank Trust Company (Co Trustee: As Needed)	$23,878	$0
Cassem Tierney Adams Gotch (Co Trustee: As Needed)	$21,440	$0

990-PF

Filed on May 13, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$184,173

Expenses

$198,889

Net Income

-$14,716

Net Assets

$2,760,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,969	46.1%
Sales of Assets	$99,204	53.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,955	82.4%
Compensation of Officers*	$44,770	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,760,143
Total Liabilities	$0
Net Assets	$2,760,143

Compensation

Key Employees and Officers	Compensation	Other
Union Bank Trust Company (Co Trustee: As Needed)	$23,330	$0
Cassem Tierney Adams Gotch (Co Trustee: As Needed)	$21,440	$0

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$152,962

Expenses

$191,399

Net Income

-$38,437

Net Assets

$2,830,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,664	66.5%
Sales of Assets	$51,298	33.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,043	81.5%
Compensation of Officers*	$44,544	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,830,294
Total Liabilities	$0
Net Assets	$2,830,294

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$150,037

Expenses

$195,313

Net Income

-$45,276

Net Assets

$2,868,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,337	78.9%
Sales of Assets	$31,700	21.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,750	80.8%
Compensation of Officers*	$45,012	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,868,731
Total Liabilities	$0
Net Assets	$2,868,731

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$243,860

Expenses

$246,012

Net Income

-$2,152

Net Assets

$2,914,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,744	29.4%
Sales of Assets	$172,116	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,403	81.5%
Compensation of Officers*	$53,613	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,914,219
Total Liabilities	$0
Net Assets	$2,914,219

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$302,886

Expenses

$180,326

Net Income

$122,560

Net Assets

$2,916,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,680	28.3%
Sales of Assets	$217,206	71.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,283	68.9%
Compensation of Officers*	$63,088	35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,916,159
Total Liabilities	$0
Net Assets	$2,916,159

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$94,877

Expenses

$190,256

Net Income

-$95,379

Net Assets

$2,793,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,264	89.9%
Sales of Assets	$9,613	10.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,276	72.7%
Compensation of Officers*	$55,635	29.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,793,597
Total Liabilities	$0
Net Assets	$2,793,597

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

Irene & Joseph Malek Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $270k (2024)

Expenses $210k (2024)

Total Assets $2.34M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$270k (2024)

Expenses

$210k (2024)

Total Assets

$2.34M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002