Virginia Pettengill Second Charitable Tr

Private foundation · Grantmaker Omaha, NE EIN: 47-6742385

Virginia Pettengill Second Charitable Tr is a private foundation, based in Omaha, NE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 4 grants totaling $136K. Net investment income was $159K.

Virginia Pettengill Second Charitable Tr at a glance

In short: Virginia Pettengill Second Charitable Tr gave $136K across 4 grants in 2025 (avg $34K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$136,000
+1.7% vs 2024
Grants made (2025)
4
+0.0% vs 2024
Average grant
$34,000
+1.7% vs 2024
Median grant
$34,000
Total assets
$2,061,040
+0.8% vs 2024
Primary geography
Nebraska (50% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Virginia Pettengill Second Charitable Tr funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

American Diabetes Association Inc: $34KAmerican Diabetes AssociationInc$34KAmerican Heart Association: $34KAmerican Heart Association$34KWomens Center for Advancement: $34KWomens Center for Advancement$34KNebraska Children's Home Society: $34KNebraska Children's HomeSociety$34K

The largest 2025 recipient was American Diabetes Association Inc ($34K). Together the top 4 received $136K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

OmahaMerrifieldSt Petersburg

How Virginia Pettengill Second Charitable Tr gives

  • Giving held roughly steady from 2022 to 2025 (+7%). Method
  • In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $127K (2020) to $136K (2025). In 2025 it made 4 grants totaling $136K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
American Diabetes Association Inc Merrifield, VAThe To Further Programs of$34,000
American Heart Association St Petersburg, FLThe To Further Program of$34,000
Womens Center for Advancement Omaha, NEShelter Program for Abused$34,000
Nebraska Children's Home Society Omaha, NEThe To Further Programs of$34,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,061,040$184,954$167,459$136,0004$138,074$158,735$129,064
2024$2,044,139$183,236$164,229$133,6644$136,830$156,970$127,596
2023$2,025,258$106,854$153,836$126,6524$129,305$81,530$118,451
2022$2,072,438$109,042$160,081$126,6524$129,366$83,967$123,397
2021$2,124,131$252,291$157,003$126,6524$129,531$225,896$134,644
2020$2,028,794$73,953$152,685$126,6524—$45,844$119,877

Under IRS private-foundation payout rules, Virginia Pettengill Second Charitable Tr reported a distributable amount of $129K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Virginia Pettengill Second Charitable Tr's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • First National Bank Of Omaha

    Co-Trustee

    On filings since 2020

    2 hrs/week

    $23K (2020) → $8K (2025)

  • James J. Rodis Jr.

    Co-Trustee

    On filings since 2020

    5 hrs/week

    $532 (2020) → $549 (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

First National Bank of Omaha — Co-Trustee: $8KFirst National Bank of…Co-Trustee$8KJames J Rodis Jr — Co-Trustee: $549James J Rodis JrCo-Trustee$549

The highest reported compensation on the 2025 filing was $8K, to First National Bank of Omaha (Co-Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Virginia Pettengill Second Charitable Tr

How much does Virginia Pettengill Second Charitable Tr give each year?

Virginia Pettengill Second Charitable Tr gave $136K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $134K across 4 grants.

What is Virginia Pettengill Second Charitable Tr's typical grant size?

Virginia Pettengill Second Charitable Tr's median grant in 2025 was $34,000, and its average grant was $34,000, across 4 grants on its 2025 IRS Form 990-PF.

Where does Virginia Pettengill Second Charitable Tr give grants?

Virginia Pettengill Second Charitable Tr gives mostly in Nebraska: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (25%) and Florida (25%). The most frequent recipient cities were Omaha, NE (2 grants).

Does Virginia Pettengill Second Charitable Tr give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Virginia Pettengill Second Charitable Tr's 2025 IRS Form 990-PF were described as general or operating support.

How large is Virginia Pettengill Second Charitable Tr?

Virginia Pettengill Second Charitable Tr reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $138K in qualifying distributions that year, against a required minimum of $129K (roughly 5% of its investment assets).

What is Virginia Pettengill Second Charitable Tr's EIN?

Virginia Pettengill Second Charitable Tr's EIN (Employer Identification Number) is 47-6742385. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Virginia Pettengill Second Charitable Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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