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 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 3 grants totaling $111K. Net investment income was $277K.
Mary Helfrich Charitable Tuw XXX-XX-XXXX at a glance
In short: Mary Helfrich Charitable Tuw XXX-XX-XXXX gave $111K across 3 grants in 2025 (avg $37K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $111,088
- -19.0% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $37,029
- +8.0% vs 2024
- Median grant
- $47,609
- Total assets
- $2,839,576
- +4.8% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mary Helfrich Charitable Tuw XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was St Meinrad Archabbey ($48K). Together the top 3 received $111K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 17 grants of 19 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Mary Helfrich Charitable Tuw XXX-XX-XXXX gives
- Giving grew 31% from 2022 to 2025. Method
- In 2025 it paid out 90% 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
From 2019 to 2025, annual grant giving ranged from $75K (2023) to $137K (2024). In 2025 it made 3 grants totaling $111K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Meinrad Archabbey St Meinrad, IN | Program Support | $47,609 |
| Reitz Memorial Catholic High School Evansville, IN | Program Support | $47,609 |
| St Mary's Catholic Church Evansville, IN | Program Support | $15,870 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,839,576 | $287,067 | $157,709 | $111,088 | 3 | $142,257 | $276,910 | $158,277 |
| 2024 | $2,710,428 | $328,327 | $177,899 | $137,098 | 4 | $166,946 | $319,037 | $148,455 |
| 2023 | $2,560,024 | $267,418 | $112,333 | $75,000 | 4 | $100,223 | $261,088 | $133,855 |
| 2022 | $2,405,009 | $196,021 | $120,977 | $85,000 | 4 | $109,864 | $190,273 | $135,240 |
| 2021 | $2,330,108 | $375,613 | $124,144 | $90,000 | 4 | $116,123 | $369,779 | $148,181 |
| 2020 | $2,078,669 | $147,905 | $128,745 | $100,000 | 4 | — | $143,063 | $121,243 |
| 2019 | $2,059,502 | $84,658 | $143,244 | $115,000 | 4 | — | $79,176 | $115,569 |
Under IRS private-foundation payout rules, Mary Helfrich Charitable Tuw XXX-XX-XXXX reported a distributable amount of $158K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mary Helfrich Charitable Tuw XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
OLD National Wealth Management
Trustee
On filings since 2019
1 hr/week
$25K (2019) → $39K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $39K, to Old National Wealth Management (Trustee).
Frequently asked questions about Mary Helfrich Charitable Tuw XXX-XX-XXXX
How much does Mary Helfrich Charitable Tuw XXX-XX-XXXX give each year?
Mary Helfrich Charitable Tuw XXX-XX-XXXX gave $111K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $137K across 4 grants.
What is Mary Helfrich Charitable Tuw XXX-XX-XXXX's typical grant size?
Mary Helfrich Charitable Tuw XXX-XX-XXXX's median grant in 2025 was $47,609, and its average grant was $37,029, across 3 grants on its 2025 IRS Form 990-PF.
Where does Mary Helfrich Charitable Tuw XXX-XX-XXXX give grants?
Mary Helfrich Charitable Tuw XXX-XX-XXXX gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Evansville, IN (2 grants).
Does Mary Helfrich Charitable Tuw XXX-XX-XXXX give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Mary Helfrich Charitable Tuw XXX-XX-XXXX's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (3 grants).
How large is Mary Helfrich Charitable Tuw XXX-XX-XXXX?
Mary Helfrich Charitable Tuw XXX-XX-XXXX reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $142K in qualifying distributions that year, against a required minimum of $158K (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.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
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