Gladys Bartz Testamentary Trust Uw

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$241,047
Expenses
$824,407
Net Income
-$583,360
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,866
5.3%
Sales of Assets $227,227
94.3%
Other Income $954
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $812,000
98.5%
Compensation of Officers* $900
0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
First National Bank Of Omaha (Trustee) $900 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,748
Expenses
$34,076
Net Income
-$328
Net Assets
$583,360
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,469
45.8%
Sales of Assets $18,251
54.1%
Other Income $28
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,756
69.7%
Compensation of Officers* $900
2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $583,449
Total Liabilities $89
Net Assets $583,360
Compensation
Key Employees and Officers Compensation Other
First National Bank Of Omaha (Trustee) $900 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,175
Expenses
$10,008
Net Income
$23,167
Net Assets
$583,688
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,914
38.9%
Sales of Assets $20,234
61.0%
Other Income $27
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $8,098
80.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $583,750
Total Liabilities $62
Net Assets $583,688
Compensation
Key Employees and Officers Compensation Other
First National Bank Of Omaha (Trustee) $8,098 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,168
Expenses
$33,711
Net Income
$59,457
Net Assets
$560,521
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,943
16.0%
Sales of Assets $78,225
84.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,625
70.1%
Compensation of Officers* $8,438
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $560,790
Total Liabilities $269
Net Assets $560,521
Compensation
Key Employees and Officers Compensation Other
First National Bank Of Omaha (Senior Trust) $8,438 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,133
Expenses
$36,881
Net Income
$4,252
Net Assets
$501,064
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,397
27.7%
Sales of Assets $29,470
71.6%
Other Income $266
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,900
75.6%
Compensation of Officers* $7,591
20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $501,106
Total Liabilities $42
Net Assets $501,064
Compensation
Key Employees and Officers Compensation Other
First National Bank (Senior Trust) $7,591 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,279
Expenses
$39,250
Net Income
-$12,971
Net Assets
$496,812
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,740
52.3%
Sales of Assets $12,527
47.7%
Other Income $12
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,975
76.4%
Compensation of Officers* $7,425
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $496,923
Total Liabilities $111
Net Assets $496,812

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,749
Expenses
$46,987
Net Income
-$6,238
Net Assets
$543,552
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $417
1.0%
Dividends $12,213
30.0%
Sales of Assets $28,119
69.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,800
78.3%
Compensation of Officers* $7,769
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $543,663
Total Liabilities $111
Net Assets $543,552

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,617
Expenses
$45,109
Net Income
$16,508
Net Assets
$549,790
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $423
0.7%
Dividends $12,818
20.8%
Sales of Assets $48,376
78.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,800
79.4%
Compensation of Officers* $8,004
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $550,049
Total Liabilities $259
Net Assets $549,790

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,430
Expenses
$40,673
Net Income
-$2,243
Net Assets
$533,282
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $518
1.3%
Dividends $13,153
34.2%
Sales of Assets $23,155
60.3%
Other Income $1,604
4.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,800
78.2%
Compensation of Officers* $7,592
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $533,570
Total Liabilities $288
Net Assets $533,282

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,151
Expenses
$42,578
Net Income
$30,573
Net Assets
$534,997
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,402
17.0%
Dividends $9,959
13.6%
Sales of Assets $50,790
69.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,800
74.7%
Compensation of Officers* $7,352
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $535,387
Total Liabilities $390
Net Assets $534,997

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,649
Expenses
$40,767
Net Income
-$15,118
Net Assets
$504,424
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,267
43.9%
Dividends $6,770
26.4%
Sales of Assets $7,612
29.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,100
78.7%
Compensation of Officers* $7,262
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $504,771
Total Liabilities $347
Net Assets $504,424

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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