Sunshine Foundation Trust

Robertson Gall Werner Ttee

Omaha, NE
Tax-exempt since Jan. 1998
EIN: 91-1816672

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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.

Revenue

$516k (2024)

Expenses

$257k (2024)

Total Assets

$844k (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

$516,104

Expenses

$257,083

Net Income

$259,021

Net Assets

$844,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$497,736	96.4%
Interest Revenue	$332	0.1%
Dividends	$18,036	3.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,336	98.9%
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	$844,444
Total Liabilities	$0
Net Assets	$844,444

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on April 25, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$21,560

Expenses

$342,998

Net Income

-$321,438

Net Assets

$462,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$427	2.0%
Dividends	$21,133	98.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$342,752	99.9%
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	$467,530
Total Liabilities	$5,000
Net Assets	$462,530

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 6, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$360,660

Expenses

$301,790

Net Income

$58,870

Net Assets

$790,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$349,160	96.8%
Interest Revenue	$1,004	0.3%
Dividends	$15,975	4.4%
Sales of Assets	-$5,479
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,734	100.0%
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	$790,626
Total Liabilities	$0
Net Assets	$790,626

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 9, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$24,305

Expenses

$412,358

Net Income

-$388,053

Net Assets

$730,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,532	6.3%
Dividends	$16,444	67.7%
Sales of Assets	$6,329	26.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$412,308	100.0%
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	$730,221
Total Liabilities	$0
Net Assets	$730,221

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 11, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$118,690

Expenses

$184,353

Net Income

-$65,663

Net Assets

$1,071,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,875	84.1%
Interest Revenue	$1,031	0.9%
Dividends	$16,686	14.1%
Sales of Assets	$1,098	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,262	100.0%
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	$1,071,693
Total Liabilities	$1
Net Assets	$1,071,692

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 7, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$1,026,921

Expenses

$311,299

Net Income

$715,622

Net Assets

$1,137,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	97.4%
Interest Revenue	$63	0.0%
Dividends	$25,226	2.5%
Sales of Assets	$1,632	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$310,425	99.7%
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	$1,137,356
Total Liabilities	$1
Net Assets	$1,137,355

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on Aug. 10, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$37,203

Expenses

$89,723

Net Income

-$52,520

Net Assets

$421,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,977	37.6%
Sales of Assets	$23,226	62.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,518	99.8%
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	$421,734
Total Liabilities	$0
Net Assets	$421,734

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$127,580

Expenses

$241,413

Net Income

-$113,833

Net Assets

$484,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$98,751	77.4%
Interest Revenue	$0
Dividends	$13,896	10.9%
Sales of Assets	$14,933	11.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,284	99.9%
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	$484,974
Total Liabilities	$0
Net Assets	$484,974

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 10, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$264,656

Expenses

$220,294

Net Income

$44,362

Net Assets

$557,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$249,750	94.4%
Interest Revenue	$0
Dividends	$14,832	5.6%
Sales of Assets	$74	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,951	99.8%
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	$557,833
Total Liabilities	$0
Net Assets	$557,833

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 12, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$20,085

Expenses

$199,294

Net Income

-$179,209

Net Assets

$450,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$15,107	75.2%
Sales of Assets	$4,971	24.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,942	98.8%
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	$450,561
Total Liabilities	$0
Net Assets	$450,561

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 9, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$93,333

Expenses

$312,031

Net Income

-$218,698

Net Assets

$590,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$16,751	17.9%
Sales of Assets	$76,575	82.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$311,883	100.0%
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	$590,159
Total Liabilities	$0
Net Assets	$590,159

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Gloria Werner (Director (Thru 5/2014))	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$40,695

Expenses

$281,449

Net Income

-$240,754

Net Assets

$675,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$16,864	41.4%
Sales of Assets	$23,824	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$281,118	99.9%
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	$675,155
Total Liabilities	$0
Net Assets	$675,155

Compensation

Key Employees and Officers	Compensation	Other
Gail Werner Robertson (Trustee)	$0	$0
Gloria Werner (Director)	$0	$0
Scott Robertson (Director)	$0	$0

990-PF

Filed on May 5, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$66,405

Expenses

$120,876

Net Income

-$54,471

Net Assets

$839,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$63,491	95.6%
Sales of Assets	$2,906	4.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,030	97.6%
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	$840,359
Total Liabilities	$700
Net Assets	$839,659

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$78,753

Expenses

$237,171

Net Income

-$158,418

Net Assets

$894,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$38,026	48.3%
Sales of Assets	$40,717	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,720	99.8%
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	$894,294
Total Liabilities	$1
Net Assets	$894,293

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Sunshine Foundation Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $516k (2024)

Expenses $257k (2024)

Total Assets $844k (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

$516k (2024)

Expenses

$257k (2024)

Total Assets

$844k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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Fiscal Year Ending Dec.
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2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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