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Nonprofit · EIN 35-6236559

ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG

Tax-exempt · EVANSVILLE, IN 47702

Financials

$7K$8K2023$13K$7K2024$8K$3K2025
Revenue Expenses · by fiscal year end
Financials of ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$7,933$3,286$4,647$163,782$0$163,782
May 31, 2025990-PF$12,533$7,283$5,250$159,244$0$159,244
May 31, 2024990-PF$6,973$8,438-$1,465$153,992$0$153,992
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$4,640
Net gain from sales of assets
$3,293

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,762
Disbursements for charitable purposes
$2,553
Excise tax on investment income
$104

Balance sheet and other

Total assets, start of year
$159,244
Total assets, end of year
$163,782
Total liabilities, end of year
$0
Net assets, end of year
$163,782
Fair market value of assets
$228,670
Qualifying distributions
$2,553
Net investment income
$7,933

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$1,762
990-PF for the year ended May 31, 2025: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$1,630
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$1,919

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% OLD NATIONAL WEALTH MGMT 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
35-6236559
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
May
Files
Form 990-PF
Assets (IRS master file)
$163,782
Income (IRS master file)
$28,364

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$7,933$3,286$163,782XML
990-PFMay 2025$12,533$7,283$159,244XML
990-PFMay 2024$6,973$8,438$153,992XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2020–––IRS
990-PFMay 2019–––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 35-6236559).

Questions about ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG

What is the EIN of ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG?
The employer identification number (EIN) of ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG is 35-6236559.
Is ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG file?
Form 990-PF. Private foundations file every year.
When is the next return of ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG?
The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $1,762 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does ALICE I BENBRIDGE TRUST UA FBO ROSE-HOLMAN INSTITUTE OF TECHNOLOG have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $7,933, expenses of $3,286 and total assets of $163,782 at year end.

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