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Nonprofit · EIN 36-6868923

MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317

Tax-exempt · EVANSVILLE, IN 47702

Financials

$6K$9K2023$8K$9K2024$6K$10K2025
Revenue Expenses · by fiscal year end
Financials of MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$6,457$10,305-$3,848$91,302$0$91,302
December 31, 2024990-PF$7,794$8,880-$1,086$95,239$0$95,239
December 31, 2023990-PF$5,778$9,212-$3,434$96,327$0$96,327
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,802
Net gain from sales of assets
$3,655

Expenses

Grants and similar amounts paid
$5,493
Compensation of officers, directors and key employees
$3,375
Disbursements for charitable purposes
$9,300
Excise tax on investment income
$79

Balance sheet and other

Total assets, start of year
$95,239
Total assets, end of year
$91,302
Total liabilities, end of year
$0
Net assets, end of year
$91,302
Fair market value of assets
$115,131
Qualifying distributions
$9,300
Net investment income
$6,457

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$3,375
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$2,733
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$2,585

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% NATL BK & TR CO OF SYCAMORE 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
36-6868923
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$91,302
Income (IRS master file)
$27,861

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$6,457$10,305$91,302IRS
990-PFDecember 2024$7,794$8,880$95,239XML
990-PFDecember 2023$5,778$9,212$96,327XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 36-6868923).

Questions about MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317

What is the EIN of MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317?
The employer identification number (EIN) of MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317 is 36-6868923.
Is MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317 file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317 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 MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317 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 MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,375 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does MARY K ROBERTS CHARITABLE TAX EXEMPT TR 08-24-02 1215256317 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,457, expenses of $10,305 and total assets of $91,302 at year end.

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