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Nonprofit · EIN 27-6837996

MARY LOUISE WALBURN EDUCATIONAL TR FUND

Tax-exempt · EVANSVILLE, IN 47702

Financials

$34K$19K2023$24K$14K2024$19K$22K2025
Revenue Expenses · by fiscal year end
Financials of MARY LOUISE WALBURN EDUCATIONAL TR FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$18,670$22,080-$3,410$329,682$0$329,682
December 31, 2024990-PF$24,230$14,460$9,770$333,316$0$333,316
December 31, 2023990-PF$34,424$18,782$15,642$323,553$0$323,553
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,166
Net gain from sales of assets
$9,504

Expenses

Grants and similar amounts paid
$15,000
Compensation of officers, directors and key employees
$5,452
Disbursements for charitable purposes
$20,387
Excise tax on investment income
$241

Balance sheet and other

Total assets, start of year
$333,316
Total assets, end of year
$329,682
Total liabilities, end of year
$0
Net assets, end of year
$329,682
Fair market value of assets
$428,752
Qualifying distributions
$20,387
Net investment income
$18,670

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$5,452
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$5,101
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$4,249

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% OLD NATIONAL TRUST CO 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
27-6837996
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$329,682
Income (IRS master file)
$80,085

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$18,670$22,080$329,682IRS
990-PFDecember 2024$24,230$14,460$333,316XML
990-PFDecember 2023$34,424$18,782$323,553XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 27-6837996).

Questions about MARY LOUISE WALBURN EDUCATIONAL TR FUND

What is the EIN of MARY LOUISE WALBURN EDUCATIONAL TR FUND?
The employer identification number (EIN) of MARY LOUISE WALBURN EDUCATIONAL TR FUND is 27-6837996.
Is MARY LOUISE WALBURN EDUCATIONAL TR FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to MARY LOUISE WALBURN EDUCATIONAL TR FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY LOUISE WALBURN EDUCATIONAL TR FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY LOUISE WALBURN EDUCATIONAL TR FUND 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 LOUISE WALBURN EDUCATIONAL TR FUND 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 LOUISE WALBURN EDUCATIONAL TR FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,452 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does MARY LOUISE WALBURN EDUCATIONAL TR FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,670, expenses of $22,080 and total assets of $329,682 at year end.

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