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Nonprofit · EIN 27-6314125

CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR

Tax-exempt · EVANSVILLE, IN 47702

Financials

$83K$73K2023$70K$77K2024$81K$77K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$81,051$77,334$3,717$806,052$0$806,052
December 31, 2024990-PF$70,130$77,413-$7,283$802,334$0$802,334
December 31, 2023990-PF$82,984$73,273$9,711$809,614$0$809,614
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$26,960
Net gain from sales of assets
$54,091

Expenses

Grants and similar amounts paid
$60,000
Compensation of officers, directors and key employees
$14,751
Disbursements for charitable purposes
$72,530
Excise tax on investment income
$1,074

Balance sheet and other

Total assets, start of year
$802,334
Total assets, end of year
$806,052
Total liabilities, end of year
$0
Net assets, end of year
$806,052
Fair market value of assets
$1,145,521
Qualifying distributions
$72,530
Net investment income
$81,051

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$14,751
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$14,124
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$12,132

Address and contacts

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

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-6314125
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$806,052
Income (IRS master file)
$121,264

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$81,051$77,334$806,052IRS
990-PFDecember 2024$70,130$77,413$802,334XML
990-PFDecember 2023$82,984$73,273$809,614XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 27-6314125).

Questions about CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR

What is the EIN of CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR?
The employer identification number (EIN) of CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR is 27-6314125.
Is CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR 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 CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,751 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does CHARLES AND DORIS MCGLOTHLIN CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $81,051, expenses of $77,334 and total assets of $806,052 at year end.

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