Helen Reitzel Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $18K. Net investment income was $3K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$358K
-4.8% YoY
Annual Giving
$18K
Grant Count
1
Avg Grant Size
$18K
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.
About Helen Reitzel Trust
Based on IRS filings
Helen Reitzel Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $18K. Net investment income was $3K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 |
|---|---|---|
| Total Assets | $357,909 | $375,992 |
| Revenue | $5,168 | $5,432 |
| Expenses | $23,219 | $3,767 |
| Qualifying Distributions | $18,020 | $1,500 |
| Net Investment Income | $3,332 | $3,152 |
| Distributable Amount | $18,110 | $6,533 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Indiana State University Foundation ($17,555).
| Recipient | Purpose | Amount |
|---|---|---|
| INDIANA STATE UNIVERSITY FOUNDATION TERRE HAUTE, IN | SCHOLARSHIPS | $17,555 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen Reitzel Trust?
Helen Reitzel Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TERRE HAUTE, IN. It holds $358K in total assets as of 2023.
How large is Helen Reitzel Trust?
As of 2023, Helen Reitzel Trust holds $358K in total assets with $5K in annual revenue. It awarded 1 grants totaling $18K in 2023.
Where does Helen Reitzel Trust operate?
Helen Reitzel Trust has awarded grants in Indiana.
What size grants does Helen Reitzel Trust award?
In 2023, Helen Reitzel Trust awarded 1 grants totaling $18K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Helen Reitzel Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Helen Reitzel Trust reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Helen Reitzel Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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