Helen Reitzel Trust
Helen Reitzel Trust is a private foundation, based in Terre Haute, IN. IRS filing data is available from 2022 through 2023. As of 2023, the organization holds $358K in total assets. In 2023, it awarded 1 grant totaling $18K. Net investment income was $3K.
Helen Reitzel Trust at a glance
In short: Helen Reitzel Trust gave $18K across 1 grant in 2023 (avg $18K), mostly in Indiana. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $17,555
- Grants made (2023)
- 1
- Average grant
- $17,555
- Median grant
- $17,555
- Total assets
- $357,909
- -4.8% vs 2022
- Primary geography
- Indiana (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated October 2026.
Who Helen Reitzel Trust funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
How Helen Reitzel Trust gives
- In 2023 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
In 2023 it made 1 grant totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $17,555 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | $357,909 | $5,168 | $23,219 | $17,555 | 1 | $18,020 | $3,332 | $18,110 |
| 2022 | $375,992 | $5,432 | $3,767 | — | — | $1,500 | $3,152 | $6,533 |
Under IRS private-foundation payout rules, Helen Reitzel Trust reported a distributable amount of $18K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen Reitzel Trust's only listed officer is First Financial Bank NA, Officer on every filing since 2022 (compensated).
Officers on the 2023 filing
First Financial Bank NA
Officer
On filings since 2022
1 hr/week
$2K (2022) → $5K (2023)
Data from IRS Form 990 filings, 2022–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $5K, to First Financial Bank NA (Officer).
Frequently asked questions about Helen Reitzel Trust
How much does Helen Reitzel Trust give each year?
Helen Reitzel Trust gave $18K across 1 grant in 2023, according to its 2023 IRS Form 990-PF.
How large is Helen Reitzel Trust?
Helen Reitzel Trust reported $358K in total assets on its 2023 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Helen Reitzel Trust operate?
Helen Reitzel Trust has awarded grants in Indiana.
What is Helen Reitzel Trust's EIN?
Helen Reitzel Trust's EIN (Employer Identification Number) is 35-6677799. IRS Form 990 filing data is available on this page for 2022–2023.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2023
Live grants for the work Helen Reitzel Trust funds
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