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 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
Under IRS private-foundation payout rules, Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.
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 focused on Health, 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.
Focus Areas
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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
Among its reported 2024 grants, the largest include American Heart Association ($18,189), St Mary's Health Foundation Inc ($4,547).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN HEART ASSOCIATION ST PETERSBURG, FL | PROGRAM SUPPORT | $18,189 |
| ST MARY'S HEALTH FOUNDATION INC EVANSVILLE, IN | PROGRAM SUPPORT | $4,547 |
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 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $389K in total assets as of 2024.
How large is Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx?
As of 2024, Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx holds $389K in total assets with $31K in annual revenue. It awarded 2 grants totaling $23K in 2024.
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 size grants does Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx award?
In 2024, Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx awarded 2 grants totaling $23K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.