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Nonprofit · EIN 38-6122693

LUCIUS LILLEY TUW 30-M014-00-4

Tax-exempt · EVANSVILLE, IN 47702

Financials

$6K$5K2023$12K$9K2024$18K$13K2025
Revenue Expenses · by fiscal year end
Financials of LUCIUS LILLEY TUW 30-M014-00-4 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$18,406$12,701$5,705$190,909$0$190,909
December 31, 2024990-PF$11,673$9,235$2,438$185,200$0$185,200
December 31, 2023990-PF$5,880$5,162$718$182,893$0$182,893
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,375
Net gain from sales of assets
$12,031

Expenses

Grants and similar amounts paid
$4,534
Compensation of officers, directors and key employees
$3,557
Disbursements for charitable purposes
$11,586
Excise tax on investment income
$243

Balance sheet and other

Total assets, start of year
$185,200
Total assets, end of year
$190,909
Total liabilities, end of year
$0
Net assets, end of year
$190,909
Fair market value of assets
$279,027
Qualifying distributions
$11,586
Net investment income
$18,406

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$3,557
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$3,240
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE1$2,720

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 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
38-6122693
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$190,909
Income (IRS master file)
$52,843

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$18,406$12,701$190,909IRS
990-PFDecember 2024$11,673$9,235$185,200XML
990-PFDecember 2023$5,880$5,162$182,893XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 38-6122693).

Questions about LUCIUS LILLEY TUW 30-M014-00-4

What is the EIN of LUCIUS LILLEY TUW 30-M014-00-4?
The employer identification number (EIN) of LUCIUS LILLEY TUW 30-M014-00-4 is 38-6122693.
Is LUCIUS LILLEY TUW 30-M014-00-4 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to LUCIUS LILLEY TUW 30-M014-00-4 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCIUS LILLEY TUW 30-M014-00-4 file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCIUS LILLEY TUW 30-M014-00-4 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 LUCIUS LILLEY TUW 30-M014-00-4 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 LUCIUS LILLEY TUW 30-M014-00-4?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,557 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does LUCIUS LILLEY TUW 30-M014-00-4 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,406, expenses of $12,701 and total assets of $190,909 at year end.

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