Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX
Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX is a private foundation focused on Health, based in Evansville, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $381K in total assets. In 2025, it awarded 2 grants totaling $24K. Net investment income was $32K.
Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX at a glance
In short: Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX gave $24K across 2 grants in 2025 (avg $12K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,864
- +5.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $11,932
- +5.0% vs 2024
- Median grant
- $11,932
- Total assets
- $381,067
- -2.1% vs 2024
- Primary geography
- Florida (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was American Heart Association ($19K). Together the top 2 received $24K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 164% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $21K (2023) to $25K (2022). In 2025 it made 2 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Heart Association St Petersburg, FL | Program Support | $19,091 |
| St Mary's Health Foundation Inc Evansville, IN | Program Support | $4,773 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $381,067 | $33,813 | $42,189 | $23,864 | 2 | $39,443 | $31,621 | $24,037 |
| 2024 | $389,439 | $30,948 | $40,117 | $22,736 | 2 | $37,991 | $26,123 | $23,454 |
| 2023 | $398,604 | $15,205 | $42,254 | $21,389 | 2 | $36,337 | $13,151 | $21,241 |
| 2022 | $425,654 | $111,055 | $43,889 | $25,166 | 2 | $40,748 | $108,823 | $21,098 |
| 2021 | $358,531 | $53,739 | $42,012 | $22,493 | 2 | $39,196 | $51,373 | $25,052 |
| 2020 | $346,806 | $34,204 | $39,395 | $21,779 | 2 | — | $32,157 | $21,855 |
Under IRS private-foundation payout rules, Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
OLD National Wealth Management
Co-Trustee
Trustee → Co-Trustee, 2024
On filings since 2020
2 hrs/week
$6K (2020) → $5K (2025)
Wayne S. Trockman
Co-Trustee
On filings since 2020
2 hrs/week
$6K (2020) → $5K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Old National Wealth Management (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX
How much does Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX give each year?
Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX gave $24K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 2 grants.
How large is Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX?
Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX reported $381K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
What is Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX?
Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX is a private foundation focused on Health, based in Evansville, IN. It holds $381K in total assets as of 2025.
Where does Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX operate?
Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX has awarded grants in Florida, Indiana.
What is Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX's EIN?
Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX's EIN (Employer Identification Number) is 35-6522821. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX's focus areas in our free grants database
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