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Nonprofit · EIN 35-2034536

R M S M FOUNDATION

Tax-exempt · EVANSVILLE, IN 47702

Financials

$43K$69K2022$10K$54K2023$83K$20K2024
Revenue Expenses · by fiscal year end
Financials of R M S M FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$83,128$19,620$63,508$261,290$0$261,290
September 30, 2024990-PF$9,978$54,166-$44,188$197,780$0$197,780
September 30, 2023990-PF$43,075$69,047-$25,972$241,966$0$241,966
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$7,860
Net gain from sales of assets
$74,916
Other income
$352

Expenses

Grants and similar amounts paid
$15,000
Compensation of officers, directors and key employees
$3,620
Disbursements for charitable purposes
$18,795
Excise tax on investment income
$1,139

Balance sheet and other

Total assets, start of year
$197,780
Total assets, end of year
$261,290
Total liabilities, end of year
$0
Net assets, end of year
$261,290
Fair market value of assets
$261,290
Qualifying distributions
$18,795
Net investment income
$82,776

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE2$3,620
SUSAN WALBRIDGE
PO BOX 207, EVANSVILLE, IN 47702
CHAIRPERSON1$0
JOHN UNDERWOOD
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
JOHN GIANT
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
JANE SURBECK
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
M BRUCE SCOTT
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
990-PF for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE2$3,766
SUSAN WALBRIDGE
PO BOX 207, EVANSVILLE, IN 47702
CHAIRPERSON1$0
JOHN UNDERWOOD
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
JOHN GIANT
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
JANE SURBECK
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
M BRUCE SCOTT
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
990-PF for the year ended September 30, 2023: 6 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE2$5,000
SUSAN WALBRIDGE
PO BOX 207, EVANSVILLE, IN 47702
CHAIRPERSON1$0
JOHN UNDERWOOD
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
JOHN GIANT
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
JANE SURBECK
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0
M BRUCE SCOTT
PO BOX 207, EVANSVILLE, IN 47702
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% OLD NATIONAL TRUST COMPANY
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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
35-2034536
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
1998
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$261,290
Income (IRS master file)
$285,830

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$83,128$19,620$261,290XML
990-PFSeptember 2024$9,978$54,166$197,780XML
990-PFSeptember 2023$43,075$69,047$241,966XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––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 35-2034536).

Questions about R M S M FOUNDATION

What is the EIN of R M S M FOUNDATION?
The employer identification number (EIN) of R M S M FOUNDATION is 35-2034536.
Is R M S M FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to R M S M FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does R M S M FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of R M S M FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did R M S M FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of R M S M FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $3,620 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does R M S M FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $83,128, expenses of $19,620 and total assets of $261,290 at year end.

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