Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 26-6654290

FIRST MIDWEST CHARITABLE TRUST

Tax-exempt · EVANSVILLE, IN 47702

Financials

$640K$914K2023$1.8M$1.8M2024$4.4M$9.9M2025
Revenue Expenses · by fiscal year end
Financials of FIRST MIDWEST CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$4,373,051$9,863,140-$5,490,089$5,189,952$0$5,189,952
December 31, 2024990$1,847,107$1,836,242$10,865$10,675,670$0$10,675,670
December 31, 2023990$639,589$914,005-$274,416$10,665,076$0$10,665,076
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$162,243
Program service revenue
$0
Investment income
$4,210,808
Net gain from sales of assets
$4,011,775
Other revenue
$0

Expenses

Grants and similar amounts paid
$9,775,607
Compensation of officers, directors and key employees
$86,436
Salaries, compensation and benefits (total)
$86,436
Professional fundraising fees
$0
Program services (functional)
$9,775,607
Management and general (functional)
$87,533

Balance sheet and other

Total assets, start of year
$10,675,670
Total assets, end of year
$5,189,952
Total liabilities, end of year
$0
Net assets, end of year
$5,189,952
Publicly traded securities
$5,189,952
Gross receipts
$16,983,900
Employees
0
Volunteers
3
Year formed
2008
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MGMTTRUSTEE
Institutional trustee
5$86,436
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MGMTTRUSTEE
Institutional trustee
5$112,068
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MGMTTRUSTEE
Institutional trustee
5$89,954

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% THE NATIONAL BANK & TRUST COMPANY
Principal officer (990 for 2025)
OLD NATIONAL WEALTH MGMT, PO BOX 207, EVANSVILLE, IN 47702
Signed the 990
OLD NATIONAL WEALTH MGMT, TRUSTEE
Phone
(800) 830-0362
Return prepared by
DELOITTE TAX LLP

Mission

THE FIRST MIDWEST CHARITABLE TRUST IS DEDICATED TO INCREASING CHARITABLE GIVING BY PROVIDING ADVANTAGEOUS WAYS TO MAKE LASTING GIFTS. THE FOCUS OF THE TRUST IS TO BE A SPONSORING ORGANIZATION FOR DONOR ADVISED FUNDS.

990 for the year ended December 31, 2025

Program accomplishments

  • VARIOUS CHARITIES AND INDIVIDUAL COLLEGE SCHOLARSHIPS
    Expenses $9,863,140 · grants $9,775,607 · revenue $199,033

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
26-6654290
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2009
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,189,952
Income (IRS master file)
$16,983,900

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$4,373,051$9,863,140$5,189,952IRS
990December 2024$1,847,107$1,836,242$10,675,670IRS
990December 2023$639,589$914,005$10,665,076XML
990December 2022$551,093$1,142,016$11,815,649IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-6654290).

Questions about FIRST MIDWEST CHARITABLE TRUST

What is the EIN of FIRST MIDWEST CHARITABLE TRUST?
The employer identification number (EIN) of FIRST MIDWEST CHARITABLE TRUST is 26-6654290.
Is FIRST MIDWEST CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to FIRST MIDWEST CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FIRST MIDWEST CHARITABLE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FIRST MIDWEST CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FIRST MIDWEST CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of FIRST MIDWEST CHARITABLE TRUST?
The 990 for the year ended December 31, 2025 names OLD NATIONAL WEALTH MGMT.
Who are the officers and directors of FIRST MIDWEST CHARITABLE TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $86,436 (OLD NATIONAL WEALTH MGMT, TRUSTEE).
How much revenue does FIRST MIDWEST CHARITABLE TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $4,373,051, expenses of $9,863,140 and total assets of $5,189,952 at year end.

Other nonprofits in EVANSVILLE

All nonprofits in EVANSVILLE · Indiana · Philanthropy, voluntarism and grantmaking foundations