Skip to main content

Nonprofit · EIN 36-7161558

KAREN BARNWELL MEMORIAL TRUST

Tax-exempt · EVANSVILLE, IN 47702

Financials

$636$5K2023$7K$5K2024$5K$3K2025
Revenue Expenses · by fiscal year end
Financials of KAREN BARNWELL MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,258$3,381$1,877$86,466$0$86,466
December 31, 2024990-PF$6,840$4,805$2,035$84,622$0$84,622
December 31, 2023990-PF$636$4,820-$4,184$82,588$0$82,588
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,116
Net gain from sales of assets
$3,142

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,405
Disbursements for charitable purposes
$2,894
Excise tax on investment income
$68

Balance sheet and other

Total assets, start of year
$84,622
Total assets, end of year
$86,466
Total liabilities, end of year
$0
Net assets, end of year
$86,466
Fair market value of assets
$112,406
Qualifying distributions
$2,894
Net investment income
$5,258

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$1,405
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$1,293
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$1,133

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% FIRST NATIONAL TRUST COMPANY N A
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 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
36-7161558
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$86,466
Income (IRS master file)
$20,226

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,258$3,381$86,466IRS
990-PFDecember 2024$6,840$4,805$84,622XML
990-PFDecember 2023$636$4,820$82,588XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 36-7161558).

Questions about KAREN BARNWELL MEMORIAL TRUST

What is the EIN of KAREN BARNWELL MEMORIAL TRUST?
The employer identification number (EIN) of KAREN BARNWELL MEMORIAL TRUST is 36-7161558.
Is KAREN BARNWELL MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does KAREN BARNWELL MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of KAREN BARNWELL MEMORIAL 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 KAREN BARNWELL MEMORIAL 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 KAREN BARNWELL MEMORIAL TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,405 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does KAREN BARNWELL MEMORIAL TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,258, expenses of $3,381 and total assets of $86,466 at year end.

Other nonprofits in EVANSVILLE

All nonprofits in EVANSVILLE · Indiana