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Nonprofit · EIN 92-6518162

JOHN & WILMA BOLDDEN TR

Also known as OLD NATIONAL BANK TTEE

Tax-exempt · EVANSVILLE, IN 47702

Financials

$8.7M$423K2023$726K$373K2024$409K$431K2025
Revenue Expenses · by fiscal year end
Financials of JOHN & WILMA BOLDDEN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$409,153$431,074-$21,921$8,653,307$0$8,653,307
December 31, 2024990-PF$725,724$372,812$352,912$8,676,466$0$8,676,466
December 31, 2023990-PF$8,665,754$423,098$8,242,656$8,244,622$0$8,244,622
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$202,679
Net gain from sales of assets
$205,564
Other income
$910

Expenses

Grants and similar amounts paid
$361,937
Compensation of officers, directors and key employees
$65,837
Disbursements for charitable purposes
$413,721
Excise tax on investment income
$5,435

Balance sheet and other

Total assets, start of year
$8,676,466
Total assets, end of year
$8,653,307
Total liabilities, end of year
$0
Net assets, end of year
$8,653,307
Fair market value of assets
$9,644,717
Qualifying distributions
$413,721
Net investment income
$408,190

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$65,837
MICHAEL E WHITE
PO BOX 207, EVANSVILLE, IN 47702
CO-TRUSTEE2$0
J ROY DEE III
PO BOX 207, EVANSVILLE, IN 47702
CO-TRUSTEE5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$63,181
J ROY DEE III
PO BOX 207, EVANSVILLE, IN 47702
CO-TRUSTEE5$5,410
MICHAEL E WHITE
PO BOX 207, EVANSVILLE, IN 47702
CO-TRUSTEE2$2,812
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$35,397

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% OLD NATIONAL WEALTH MANAGEMENT
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
92-6518162
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
2024
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,653,307
Income (IRS master file)
$1,998,532

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$409,153$431,074$8,653,307IRS
990-PFDecember 2024$725,724$372,812$8,676,466XML
990-PFDecember 2023$8,665,754$423,098$8,244,622XML

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 92-6518162).

Questions about JOHN & WILMA BOLDDEN TR

What is the EIN of JOHN & WILMA BOLDDEN TR?
The employer identification number (EIN) of JOHN & WILMA BOLDDEN TR is 92-6518162.
Is JOHN & WILMA BOLDDEN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Which annual return does JOHN & WILMA BOLDDEN TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN & WILMA BOLDDEN 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 JOHN & WILMA BOLDDEN 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 JOHN & WILMA BOLDDEN TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $65,837 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does JOHN & WILMA BOLDDEN TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $409,153, expenses of $431,074 and total assets of $8,653,307 at year end.

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