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Nonprofit · EIN 38-6817716

JOHN C & VELMA DOIG IRREVOCABLE TRUST

Tax-exempt · EVANSVILLE, IN 47702

Financials

$217K$165K2023$151K$180K2024$279K$181K2025
Revenue Expenses · by fiscal year end
Financials of JOHN C & VELMA DOIG IRREVOCABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$278,669$180,621$98,048$1,938,470$0$1,938,470
June 30, 2025990-PF$151,303$179,832-$28,529$1,840,382$0$1,840,382
June 30, 2024990-PF$217,050$164,569$52,481$1,868,911$0$1,868,911
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$70,453
Net gain from sales of assets
$208,216

Expenses

Grants and similar amounts paid
$140,193
Compensation of officers, directors and key employees
$36,916
Disbursements for charitable purposes
$171,083
Excise tax on investment income
$3,750

Balance sheet and other

Total assets, start of year
$1,840,382
Total assets, end of year
$1,938,470
Total liabilities, end of year
$0
Net assets, end of year
$1,938,470
Fair market value of assets
$3,646,136
Qualifying distributions
$171,083
Net investment income
$278,662

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 477020207
TRUSTEE1$36,916
990-PF for the year ended June 30, 2025: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 477020207
TRUSTEE0$0
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
SCOTT LABARGE OLD NATIONAL
169 MONROE AVENUE NW SUITE 300, GRAND RAPIDS, MI 49503
TRUSTEE0$0

Address and contacts

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
38-6817716
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
June
Files
Form 990-PF
Assets (IRS master file)
$1,938,470
Income (IRS master file)
$392,224

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$278,669$180,621$1,938,470XML
990-PFJune 2025$151,303$179,832$1,840,382IRS
990-PFJune 2024$217,050$164,569$1,868,911XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 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 38-6817716).

Questions about JOHN C & VELMA DOIG IRREVOCABLE TRUST

What is the EIN of JOHN C & VELMA DOIG IRREVOCABLE TRUST?
The employer identification number (EIN) of JOHN C & VELMA DOIG IRREVOCABLE TRUST is 38-6817716.
Is JOHN C & VELMA DOIG IRREVOCABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to JOHN C & VELMA DOIG IRREVOCABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN C & VELMA DOIG IRREVOCABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN C & VELMA DOIG IRREVOCABLE TRUST due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN C & VELMA DOIG IRREVOCABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of JOHN C & VELMA DOIG IRREVOCABLE TRUST?
The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $36,916 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does JOHN C & VELMA DOIG IRREVOCABLE TRUST have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $278,669, expenses of $180,621 and total assets of $1,938,470 at year end.

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