2026-09-01T16:23:03-05:00 2025-12-31 470698853 BLAND & ASSOCIATES 450 REGENCY PARKWAY SUITE 340 OMAHA NE 68114 990 2025-01-01 470768416 JOSLYN CASTLE TRUST INC JOSL 4025952199 3902 DAVENPORT ST OMAHA NE 68131 AMY RICHARDSON EXECUTIVE DIRECTOR 4025952199 2026-09-01 1 MIKE MULLER P01798781 4023978822 2026-09-01 2025 AMY RICHARDSON 3902 DAVENPORT ST OMAHA NE 68131 1545431 0 X HTTP://JOSLYNCASTLE.COM X 1994 NE THE JOSLYN CASTLE PRESERVES THE LEGACY OF GEORGE AND SARAH JOSLYN THROUGH THE STEWARDSHIP OF THEIR HISTORIC HOME AND BY OFFERING DIVERSE CULTURAL PROGRAMMING THAT INFORMS AND INSPIRES THE COMMUNITY. 16 16 12 170 0 0 598573 989665 403645 453602 -73128 6031 190110 54280 1119200 1503578 0 0 0 0 461032 538591 0 0 204489 548604 545136 1009636 1083727 109564 419851 1466973 1925683 264065 302924 1202908 1622759 THE JOSLYN CASTLE PRESERVES THE LEGACY OF GEORGE AND SARAH JOSLYN THROUGH THE STEWARDSHIP OF THEIR HISTORIC HOME AND BY OFFERING DIVERSE CULTURAL PROGRAMMING THAT INFORMS AND INSPIRES THE COMMUNITY. 0 0 641029 456032 THE PURPOSE OF THE JOSLYN CASTLE TRUST, INC. IS TO PROMOTE THE USE AND RESTORATION OF THE JOSLYN CASTLE IN OMAHA, NEBRASKA AND TO EDUCATE THE PUBLIC REGARDING THE ESTATE'S HISTORICAL, ARCHITECTURAL, AND CULTURAL SIGNIFICANCE. THE JOSLYN CASTLE HOSTS CULTURAL AND EDUCATIONAL PROGRAMMING YEAR ROUND, AND MANY EVENTS ARE OFFERED TO THE PUBLIC AT NO-COST OR LOW-COST ADMISSION. THE JOSLYN CASTLE IS ALSO A PUBLIC GREEN SPACE LOCATED IN THE DENSELY-POPULATED MIDTOWN NEIGHBORHOOD, WITH OVER 5.5 ACRES OF WELL-MAINTAINED GARDENS. 641029 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 20 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X AMY RICHARDSON 4025952199 3902 DAVENPORT ST OMAHA NE 68131 LENLI CORBETT PRESIDENT 1.00 X X 0 0 0 ANDY LIAKOS VICE PRESIDENT 1.00 X X 0 0 0 LESLIE VOLK TREASURER 1.00 X X 0 0 0 KATE TRIMBLE SECRETARY 1.00 X X 0 0 0 WILLIAM HARRY DIRECTOR 1.00 X 0 0 0 JORDAN GRAFF DIRECTOR 1.00 X 0 0 0 GRACE JOHNSON DIRECTOR 1.00 X 0 0 0 ANN ETIENNE DIRECTOR 1.00 X 0 0 0 WAYNE STUBERG DIRECTOR 1.00 X 0 0 0 JOLEEN DAVID DIRECTOR 1.00 X 0 0 0 SUE WEIDNER DIRECTOR 1.00 X 0 0 0 CURT WITZENBURG DIRECTOR 1.00 X 0 0 0 LYN ZIEGENBEIN DIRECTOR 1.00 X 0 0 0 DAVID JOHN BOYER DIRECTOR 1.00 X 0 0 0 JEFF RANDALL DIRECTOR 1.00 X 0 0 0 KERRY WINTERER DIRECTOR 1.00 X 0 0 0 AMY RICHARDSON EXECUTIVE DIRECTOR 50.00 X 102458 0 4212 102458 0 4212 1 0 0 0 0 17025 209392 232261 530987 33330 989665 EVENT RENTAL 531120 194700 194700 PROGRAM INCOME/TICKET 900099 118306 118306 TOUR INCOME 900099 107211 107211 GUILD INCOME 900099 33385 33385 453602 6031 6031 33573 0 33573 33573 33573 60130 209392 41853 18277 18277 MISCELLANEOUS INCOME 900099 2430 2430 2430 1503578 456032 0 57881 106670 56534 24222 25914 392546 208046 89138 95362 2944 1560 669 715 36431 19319 8093 9019 52357 6449 43413 2495 18891 14552 1991 2348 86931 15385 34394 37152 3289 582 1301 1406 4125 730 1632 1763 49453 49453 50150 42673 6311 1166 CONTRACT LABOR 101841 91034 400 10407 REPAIRS AND MAINTENANCE 63433 59632 1800 2001 UTILITIES 59207 45586 12796 825 PROGRAM EXPENSE 13570 12615 2 953 41889 16879 12047 12963 1083727 641029 238209 204489 202877 542619 304183 289129 351788 419356 5388 5497 12594 10847 943784 315811 579176 627973 10967 30262 1466973 1925683 56832 80851 56233 72780 150000 148293 1000 1000 264065 302924 X 486827 646121 716081 976638 1202908 1622759 1466973 1925683 419851 0 X 1 X 0 1 0 X 350722 616573 997367 700101 1049795 3714558 291173 253786 384176 450216 489605 1868956 641895 870359 1381543 1150317 1539400 5583514 26805 204532 231337 0 26805 204532 231337 5352177 312 38246 6279 7705 6031 58573 312 38246 6279 7705 6031 58573 642207 908605 1387822 1158022 1545431 5642087 0.94860 0.94090 0.01040 0.01110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000 72688 15000 72688 0 650 650 650 650 650 650 650 650 650 650 1.00000 0 0 101824 101824 559645 232944 326701 26950 17500 9450 255365 65367 189998 627973 SECURITY DEPOSIT 1000 1000 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS SUCH NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IN THE U.S. FEDERAL AND STATE JURISDICTIONS. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON EXAMINATION. AS OF DECEMBER 31, 2025 AND 2024, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS. TAX YEARS SUBSEQUENT TO 2022 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. PART V, LINE 4 ENDOWMENT IS TO PROVIDE SUPPORT FOR THE JOSLYN CASTLE SUMMER FETE 2025 217924 185061 32863 4803 6099 13981 5770 2255 GUILD BOUTIQUE 2025 31460 14934 16526 1109 1213 1 20138 9397 10741 864 3560 1900 300 269522 209392 60130 5667 7208 17541 7670 3768 41854 18276 X 3 10000 DONOR INDICATED VALUE X 1 5000 AUCTION PRICE PAID X FETE EVENT AUCTION ITEMS 51 13985 AUCTION PRICE PAID X GUILD BOUTIQUE AUCTION ITEMS 32 3665 AUCTION PRICE PAID X OTHER 1 680 DONOR INDICATED VALU 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION BETWEEN BOARD MEETINGS OR IN AN EMERGENCY. NOTWITHSTANDING THE FOREGOING, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD IN REFERENCE TO: (I) AMENDING THE BYLAWS; (II) ELECTING, APPOINTING, OR REMOVING ANY DIRECTOR OR OFFICER OF THE CORPORATION; (III) AMENDING THE ARTICLES OF INCORPORATION; (IV) ADOPTING A PLAN OF MERGER OR CONSOLIDATION; (V) AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (VI) AUTHORIZING A VOLUNTARY DISSOLUTION OF THE CORPORATION, OR (VII) ADOPTING OR REPEALING ANY RESOLUTION OF THE BOARD WHICH SPECIFICALLY PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY SUCH COMMITTEE. THE EXECUTIVE COMMITTEE SHALL SUBMIT ALL OF ITS ACTIONS TO THE FULL BOARD OF DIRECTORS FOR RATIFICATION AT THE NEXT MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AFTER COMPLETION AND BEFORE FILING OF THE FORM 990, A COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR, PRESIDENT, AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND MAY BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS WILL CONTAIN ALL PROCEEDINGS WHEN CONFLICTS OF INTEREST ARISE. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY OF THE POLICY, THEY HAVE READ AND UNDERSTAND THE POLICY, AND THEY AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS SET BY THE BOARD OF DIRECTORS AFTER REVIEWING NONPROFIT ASSOCIATION OF THE MIDLANDS SURVEY OF COMPENSATION OF LIKE ORGANIZATIONS. THE SAME IS SAID FOR ANY KEY PERSONNEL. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE NAM SURVEY AND THE EXECUTIVE DIRECTOR MAKE A RECOMMENDATION AND THE SALARY IS SET. THE EXECUTIVE COMMITTEE SETS THE SALARY AND THE FULL BOARD REVIEWS AT THE ANNUAL ASSESSMENT OR PRIOR TO HIRING AND PRESENTING AN OFFER FOR THE EXECUTIVE DIRECTOR POSITION. ALL POSITIONS ARE EMPLOYED AND THERE IS AN EMPLOYMENT AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. LYNHURST PROPERTY INC 3902 DAVENPORT ST OMAHA NE 68131 REAL ESTATE HOLDING NE 101824 JOSLYN CASTLE TRUST INC