Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx
Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $389K in total assets. In 2024, it awarded 2 grants totaling $23K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$389K
-2.3% YoY
Annual Giving
$23K
+6.3% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$11K
+6.3% YoY
About Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx
Based on IRS filings
Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $389K in total assets. In 2024, it awarded 2 grants totaling $23K. Net investment income was $26K.
Ready to take the next step with Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $389,439 | $398,604 | $425,654 |
| Revenue | $30,948 | $15,205 | $111,055 |
| Expenses | $40,117 | $42,254 | $43,889 |
| Qualifying Distributions | $37,991 | $36,337 | $40,748 |
| Net Investment Income | $26,123 | $13,151 | $108,823 |
| Distributable Amount | $23,454 | $21,241 | $21,098 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | CO-TRUSTEE | 2 | $5,383 |
| WAYNE S TROCKMAN | CO-TRUSTEE | 2 | $5,382 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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