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.
Key facts about Helen Reitzel Trust
In short: Helen Reitzel Trust gave $18K across 1 grant in 2023 (avg $18K), mostly in Indiana. Source: 2023 IRS Form 990-PF.
- EIN
- 35-6677799
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $17,555
- Grants made (2023)
- 1
- Average grant
- $17,555
- Median grant
- $17,555
- Total assets
- $357,909
- Primary geography
- Indiana (100% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2023 it made 1 grant totaling $18K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Indiana State University Foundation ($18K).
Grant Size Distribution
1 grants across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Indiana State University Foundation Terre Haute, IN | Scholarships | $17,555 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2023
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 September 2026. Sourced from IRS Form 990-PF filings.
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