Mary Helfrich Charitable Tuw XXX-XX-XXXX
Mary Helfrich Charitable Tuw XXX-XX-XXXX is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 4 grants totaling $137K. Net investment income was $319K.
Key facts about Mary Helfrich Charitable Tuw XXX-XX-XXXX
- EIN
- 35-6013421
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $137,098
- Grants made (2024)
- 4
- Average grant
- $34,275
- Median grant
- $34,275
- Total assets
- $2,710,428
- Primary geography
- Indiana (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who Mary Helfrich Charitable Tuw XXX-XX-XXXX funds
By grant dollars, the top recipient states for Mary Helfrich Charitable Tuw XXX-XX-XXXX's 4 itemized 2024 grants were Indiana (100%). The most frequent recipient cities were Evansville, IN (3 grants). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "Program Support" (4 grants).
How Mary Helfrich Charitable Tuw XXX-XX-XXXX gives
- Giving grew 52% from 2021 to 2024. Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
+5.9% YoY
Annual Giving
$137K
+82.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$34K
+82.8% YoY
Under IRS private-foundation payout rules, Mary Helfrich Charitable Tuw XXX-XX-XXXX reported a distributable amount of $148K for 2024 — the minimum it must pay out in qualifying distributions.
About Mary Helfrich Charitable Tuw XXX-XX-XXXX
Based on IRS filings
Mary Helfrich Charitable Tuw XXX-XX-XXXX is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 4 grants totaling $137K. Net investment income was $319K.
Ready to take the next step with Mary Helfrich Charitable Tuw XXX-XX-XXXX?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,710,428 | $2,560,024 | $2,405,009 |
| Revenue | $328,327 | $267,418 | $196,021 |
| Expenses | $177,899 | $112,333 | $120,977 |
| Qualifying Distributions | $166,946 | $100,223 | $109,864 |
| Net Investment Income | $319,037 | $261,088 | $190,273 |
| Distributable Amount | $148,455 | $133,855 | $135,240 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include St Meinrad Archabbey ($51,412), Reitz Memorial Catholic High School ($51,412), St Mary's Catholic Church ($17,137).
| Recipient | Purpose | Amount |
|---|---|---|
| ST MEINRAD ARCHABBEY ST MEINRAD, IN | PROGRAM SUPPORT | $51,412 |
| REITZ MEMORIAL CATHOLIC HIGH SCHOOL EVANSVILLE, IN | PROGRAM SUPPORT | $51,412 |
| ST MARY'S CATHOLIC CHURCH EVANSVILLE, IN | PROGRAM SUPPORT | $17,137 |
| MONASTERY OF ST CLARE EVANSVILLE, IN | PROGRAM SUPPORT | $17,137 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Old National Wealth Management | Trustee | 1 | $37,353 |
Frequently Asked Questions
How large is Mary Helfrich Charitable Tuw XXX-XX-XXXX?
As of 2024, Mary Helfrich Charitable Tuw XXX-XX-XXXX holds $2.7M in total assets with $328K in annual revenue. It awarded 4 grants totaling $137K in 2024.
Where does Mary Helfrich Charitable Tuw XXX-XX-XXXX operate?
Mary Helfrich Charitable Tuw XXX-XX-XXXX has awarded grants in Indiana.
What size grants does Mary Helfrich Charitable Tuw XXX-XX-XXXX award?
In 2024, Mary Helfrich Charitable Tuw XXX-XX-XXXX awarded 4 grants totaling $137K — an average of about $34K per grant, based on its IRS Form 990 filings.
How much is Mary Helfrich Charitable Tuw XXX-XX-XXXX required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Helfrich Charitable Tuw XXX-XX-XXXX reported a distributable amount of $148K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mary Helfrich Charitable Tuw XXX-XX-XXXX's EIN?
Mary Helfrich Charitable Tuw XXX-XX-XXXX's EIN (Employer Identification Number) is 35-6013421. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.