Options for Living Pooled Charitable Tr

Fiscal year ending 2024. Filed on November 6, 2025.

P O Box 207
Evansville, Indiana 47702

Options for Living Pooled Charitable Tr (EIN: 38-6788007) has filed an IRS Form 990 since fiscal year 2020. In its fiscal year 2024 IRS Form 990 filing, Options for Living Pooled Charitable Tr, a 501(c)(3) charitable organization, reported compensation for 0 employees. Options for Living Pooled Charitable Tr changed its name from Options for Living Pooled Charitable Tr Old National Wealth Mgmt CO-Trustee in 2024.

Revenue, expenses, and employee compensation

Revenue

$161,970

Expenses

$108,724

Employee compensation

Revenue, expenses, and employee compensation over time

Reported Compensated Employees

No compensated employees were reported for this year.

Non-Employee Board Members

No board members were reported during this fiscal year.

Mission Statement

THE TRUST IS A CHARITABLE TRUST WHICH IS THE REMAINDER BENEFICIARY UNDER THE OPTIONS FOR LIVING POOLED OBRA PAY BACK TRUST. WHEN A PARTICIPANT IN THE OBRA POOLED TRUST PASSES AWAY, AND TO THE EXTENT THAT THE PARTICIPANT'S FUND IS NOT FULLY EXHAUSTED BY MEDICAID REIMBURSEMENT AND THE PARTICIPANT DOES NOT DESIGNATE A BENEFICIARY OF THE REMAINING FUNDS, THE FUNDS ARE ADDED TO THE CHARITABLE TRUST TO PROVIDE FUNDS FOR THE CARE OF OTHER PARTICIPANTS IN THE POOLED TRUST AFTER THEIR OWN RESOURCES HAVE BEEN FULLY EXHAUSTED.

Revisions to this organization profile

November 6, 2025:
2024 Options for Living Pooled Charitable Tr 990 filed
April 23, 2024:
2023 Options for Living Pooled Charitable Tr 990 filed
April 11, 2023:
2022 Options for Living Pooled Charitable Tr 990 filed

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