Nonprofit · EIN 39-2142569
MATHWIG FAMILY CHARITABLE TR
Also known as OLD NATIONAL WEALTH MANAGEMENT TTEE
Tax-exempt · ST LOUIS PARK, MN 55416
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF (amended) | $30,488,501 | $630,393 | $29,858,108 | $29,836,123 | $0 | $29,836,123 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $30,000,000
- Dividends
- $483,156
- Net gain from sales of assets
- $5,345
Expenses
- Grants and similar amounts paid
- $412,000
- Compensation of officers, directors and key employees
- $40,326
- Salaries, compensation and benefits (total)
- $119,061
- Disbursements for charitable purposes
- $612,149
- Excise tax on investment income
- $6,605
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $29,836,123
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,836,123
- Fair market value of assets
- $30,481,373
- Qualifying distributions
- $612,149
- Net investment income
- $488,491
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MIKE SZYMANSKI 6011 62ND ST NE, BISMARCK, ND 585036795 | EXEC. VICE PRES. AND Highest-paid employee | 40 | $97,500 | $5,400 |
| OLD NATIONAL WEALTH MGMT PO BOX 207, EVANSVILLE, IN 477020207 | TRUSTEE | 1 | $40,326 | – |
| MICHAEL G MATHWIG 10678 SONOMA RDG, EDEN PRAIRIE, MN 553471169 | CO-TRUSTEE | 1 | $0 | – |
Address and contacts
- Address (IRS master file)
- 1601 UTICA AVE S STE 1150, ST LOUIS PARK, MN 55416-3498
- Signed the 990-PF
- OLD NATIONAL WEALTH MGMT, TRUSTEE
- Phone
- (812) 464-1584
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | No data |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 39-2142569
- 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
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Environment (C30)
- Assets (IRS master file)
- $29,836,123
- Income (IRS master file)
- $30,841,636
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $30,488,501 | $630,393 | $29,836,123 | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MATHWIG FAMILY CHARITABLE TR
- What is the EIN of MATHWIG FAMILY CHARITABLE TR?
- The employer identification number (EIN) of MATHWIG FAMILY CHARITABLE TR is 39-2142569.
- Is MATHWIG FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to MATHWIG FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MATHWIG FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATHWIG FAMILY 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 MATHWIG FAMILY 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 MATHWIG FAMILY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $97,500 (MIKE SZYMANSKI, EXEC. VICE PRES. AND).
- How much revenue does MATHWIG FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,488,501, expenses of $630,393 and total assets of $29,836,123 at year end.
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