Nonprofit · EIN 39-2142569
MATHWIG FAMILY CHARITABLE TR
Also known as OLD NATIONAL WEALTH MANAGEMENT TTEE
Tax-exempt · ST LOUIS PARK, MN 55416
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF (amended) | $30,488,501 | $630,393 | $29,858,108 | $29,836,123 | $0 | $29,836,123 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $30,000,000
- Dividends
- $483,156
- Net gain from sales of assets
- $5,345
Expenses
- Grants and similar amounts paid
- $412,000
- Compensation of officers, directors and key employees
- $40,326
- Salaries, compensation and benefits (total)
- $119,061
- Disbursements for charitable purposes
- $612,149
- Excise tax on investment income
- $6,605
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $29,836,123
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,836,123
- Fair market value of assets
- $30,481,373
- Qualifying distributions
- $612,149
- Net investment income
- $488,491
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 | Other / benefits |
|---|---|---|---|---|
| MIKE SZYMANSKI 6011 62ND ST NE, BISMARCK, ND 585036795 | EXEC. VICE PRES. AND Highest-paid employee | 40 | $97,500 | $5,400 |
| OLD NATIONAL WEALTH MGMT PO BOX 207, EVANSVILLE, IN 477020207 | TRUSTEE | 1 | $40,326 | – |
| MICHAEL G MATHWIG 10678 SONOMA RDG, EDEN PRAIRIE, MN 553471169 | CO-TRUSTEE | 1 | $0 | – |
Address and contacts
- Address (IRS master file)
- 1601 UTICA AVE S STE 1150, ST LOUIS PARK, MN 55416-3498
- 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 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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 39-2142569
- 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
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Environment (C30)
- Assets (IRS master file)
- $29,836,123
- Income (IRS master file)
- $30,841,636
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $30,488,501 | $630,393 | $29,836,123 | 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 39-2142569).
Questions about MATHWIG FAMILY CHARITABLE TR
- What is the EIN of MATHWIG FAMILY CHARITABLE TR?
- The employer identification number (EIN) of MATHWIG FAMILY CHARITABLE TR is 39-2142569.
- Is MATHWIG FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to MATHWIG FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MATHWIG FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATHWIG FAMILY CHARITABLE TR 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 MATHWIG FAMILY CHARITABLE TR 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 MATHWIG FAMILY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $97,500 (MIKE SZYMANSKI, EXEC. VICE PRES. AND).
- How much revenue does MATHWIG FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,488,501, expenses of $630,393 and total assets of $29,836,123 at year end.
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