Nonprofit · EIN 35-6020338
LOWRY BERTELSEN CHARITABLE TRUST
Tax-exempt · EVANSVILLE, IN 47702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $216,465 | $116,309 | $100,156 | $1,768,381 | $0 | $1,768,381 |
| December 31, 2024 | 990-PF | $155,715 | $104,606 | $51,109 | $1,667,893 | $0 | $1,667,893 |
| December 31, 2023 | 990-PF | $157,211 | $86,595 | $70,616 | $1,616,781 | $0 | $1,616,781 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,010
- Net gain from sales of assets
- $171,455
Expenses
- Grants and similar amounts paid
- $83,971
- Compensation of officers, directors and key employees
- $28,536
- Disbursements for charitable purposes
- $107,089
- Excise tax on investment income
- $2,910
Balance sheet and other
- Total assets, start of year
- $1,667,893
- Total assets, end of year
- $1,768,381
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,768,381
- Fair market value of assets
- $2,299,615
- Qualifying distributions
- $107,089
- Net investment income
- $216,455
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 |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 47702 | TRUSTEE | 1 | $28,536 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 47702 | TRUSTEE | 1 | $27,304 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 47702 | TRUSTEE | 1 | $21,572 |
Address and contacts
- Address (IRS master file)
- PO BOX 207, EVANSVILLE, IN 47702-0207
- In care of
- % NATL CITY BANK
- 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 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 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6020338
- 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
- 1972
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,768,381
- Income (IRS master file)
- $616,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $216,465 | $116,309 | $1,768,381 | IRS |
| 990-PF | December 2024 | $155,715 | $104,606 | $1,667,893 | XML |
| 990-PF | December 2023 | $157,211 | $86,595 | $1,616,781 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 35-6020338).
Questions about LOWRY BERTELSEN CHARITABLE TRUST
- What is the EIN of LOWRY BERTELSEN CHARITABLE TRUST?
- The employer identification number (EIN) of LOWRY BERTELSEN CHARITABLE TRUST is 35-6020338.
- Is LOWRY BERTELSEN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to LOWRY BERTELSEN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOWRY BERTELSEN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOWRY BERTELSEN CHARITABLE 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 LOWRY BERTELSEN CHARITABLE 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 LOWRY BERTELSEN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,536 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does LOWRY BERTELSEN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $216,465, expenses of $116,309 and total assets of $1,768,381 at year end.
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