Mary K Roberts Charitable Tax Exempt Tr 08 24 02 1215256317

Evansville, IN
Tax-exempt since Oct. 2002
EIN: 36-6868923

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$7.79k (2024)

Expenses

$8.88k (2024)

Total Assets

$95.2k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$7,794

Expenses

$8,880

Net Income

-$1,086

Net Assets

$95,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,640	33.9%
Sales of Assets	$5,154	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,190	92.2%
Compensation of Officers*	$2,733	30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$95,239
Total Liabilities	$0
Net Assets	$95,239

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$2,733	$0

990-PF

Filed on April 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$5,778

Expenses

$9,212

Net Income

-$3,434

Net Assets

$96,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,404	41.6%
Sales of Assets	$3,374	58.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,691	94.3%
Compensation of Officers*	$2,585	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$96,327
Total Liabilities	$0
Net Assets	$96,327

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$2,585	$0

990-PF

Filed on April 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$2,154

Expenses

$10,195

Net Income

-$12,349

Net Assets

$99,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,179
Sales of Assets	-$4,333
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,392	92.1%
Compensation of Officers*	$3,000	29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$99,760
Total Liabilities	$0
Net Assets	$99,760

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$3,000	$0

990-PF

Filed on April 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$18,107

Expenses

$10,355

Net Income

$7,752

Net Assets

$112,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,421	13.4%
Sales of Assets	$15,686	86.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,681	93.5%
Compensation of Officers*	$3,000	29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,115
Total Liabilities	$0
Net Assets	$112,115

Compensation

Key Employees and Officers	Compensation	Other
First Midwest Bank Old National (Trustee)	$3,000	$0

990-PF

Filed on May 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$6,568

Expenses

$9,057

Net Income

-$2,489

Net Assets

$104,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,042	31.1%
Sales of Assets	$4,526	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,825	64.3%
Compensation of Officers*	$3,000	33.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$104,363
Total Liabilities	$1
Net Assets	$104,362

Compensation

Key Employees and Officers	Compensation	Other
First Midwest Bank (Trustee)	$3,000	$0

990-PF

Filed on May 24, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$3,693

Expenses

$9,051

Net Income

-$5,358

Net Assets

$106,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,125	57.5%
Sales of Assets	$1,568	42.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,825	64.4%
Compensation of Officers*	$3,000	33.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$106,852
Total Liabilities	$1
Net Assets	$106,851

Compensation

Key Employees and Officers	Compensation	Other
First Midwest Bank (Trustee)	$3,000	$0

990-PF

Filed on June 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$8,531

Expenses

$9,522

Net Income

-$991

Net Assets

$118,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,986	23.3%
Sales of Assets	$6,545	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,513	68.4%
Compensation of Officers*	$2,200	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$118,881
Total Liabilities	$0
Net Assets	$118,881

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$12,285

Expenses

$9,121

Net Income

$3,164

Net Assets

$119,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,997	16.3%
Sales of Assets	$10,288	83.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,276	68.8%
Compensation of Officers*	$2,200	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$119,872
Total Liabilities	$0
Net Assets	$119,872

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$13,797

Expenses

$8,915

Net Income

$4,882

Net Assets

$116,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,351	17.0%
Sales of Assets	$11,446	83.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,945	66.7%
Compensation of Officers*	$2,200	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$116,708
Total Liabilities	$0
Net Assets	$116,708

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$10,703

Expenses

$8,187

Net Income

$2,516

Net Assets

$111,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,414	22.6%
Sales of Assets	$8,166	76.3%
Other Income	$123	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,056	74.0%
Compensation of Officers*	$1,585	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$111,826
Total Liabilities	$0
Net Assets	$111,826

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,728

Expenses

$8,403

Net Income

-$5,675

Net Assets

$109,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,628	96.3%
Sales of Assets	$100	3.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,026	71.7%
Compensation of Officers*	$2,168	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$109,310
Total Liabilities	$0
Net Assets	$109,310

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated June 30, 2025

Mary K Roberts Charitable Tax Exempt Tr 08 24 02 1215256317

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7.79k (2024)

Expenses $8.88k (2024)

Total Assets $95.2k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$7.79k (2024)

Expenses

$8.88k (2024)

Total Assets

$95.2k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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