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Nonprofit · EIN 35-6221411

WALTER E AND BASHIA E BEST TRUST

Tax-exempt · EVANSVILLE, IN 47702

Financials

$171K$126K2023$120K$144K2024$175K$151K2025
Revenue Expenses · by fiscal year end
Financials of WALTER E AND BASHIA E BEST TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$174,972$150,532$24,440$1,685,792$0$1,685,792
December 31, 2024990-PF$120,287$143,768-$23,481$1,661,956$0$1,661,956
December 31, 2023990-PF$171,250$126,298$44,952$1,685,434$0$1,685,434
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$50,359
Net gain from sales of assets
$124,613

Expenses

Grants and similar amounts paid
$117,069
Compensation of officers, directors and key employees
$30,328
Disbursements for charitable purposes
$142,986
Excise tax on investment income
$2,349

Balance sheet and other

Total assets, start of year
$1,661,956
Total assets, end of year
$1,685,792
Total liabilities, end of year
$0
Net assets, end of year
$1,685,792
Fair market value of assets
$2,511,778
Qualifying distributions
$142,986
Net investment income
$174,967

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
320 SOUTH HIGH STREET, MUNCIE, IN 47305
TRUSTEE1$30,328
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
320 SOUTH HIGH STREET, MUNCIE, IN 47305
TRUSTEE1$29,398
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
320 SOUTH HIGH STREET, MUNCIE, IN 47305
TRUSTEE1$23,789

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% ANTIM
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
35-6221411
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
1973
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,685,792
Income (IRS master file)
$356,759

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$174,972$150,532$1,685,792IRS
990-PFDecember 2024$120,287$143,768$1,661,956XML
990-PFDecember 2023$171,250$126,298$1,685,434XML
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 35-6221411).

Questions about WALTER E AND BASHIA E BEST TRUST

What is the EIN of WALTER E AND BASHIA E BEST TRUST?
The employer identification number (EIN) of WALTER E AND BASHIA E BEST TRUST is 35-6221411.
Is WALTER E AND BASHIA E BEST TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to WALTER E AND BASHIA E BEST TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALTER E AND BASHIA E BEST TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WALTER E AND BASHIA E BEST 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 WALTER E AND BASHIA E BEST TRUST 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 WALTER E AND BASHIA E BEST TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $30,328 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does WALTER E AND BASHIA E BEST TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $174,972, expenses of $150,532 and total assets of $1,685,792 at year end.

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