Mary Helfrich Charitable Tuw Xxx-xx-xxxx

EVANSVILLE, IN EIN: 35-6013421

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.

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $487K (100%)

States

Indiana

Cities

EvansvilleSt Meinrad

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 include St Meinrad Archabbey ($51,412), Reitz Memorial Catholic High School ($51,412), St Mary's Catholic Church ($17,137).

Recipient	Purpose	Amount
ST MARY'S CATHOLIC CHURCH EVANSVILLE, IN	PROGRAM SUPPORT	$17,137
ST MEINRAD ARCHABBEY ST MEINRAD, IN	PROGRAM SUPPORT	$51,412
MONASTERY OF ST CLARE EVANSVILLE, IN	PROGRAM SUPPORT	$17,137
REITZ MEMORIAL CATHOLIC HIGH SCHOOL EVANSVILLE, IN	PROGRAM SUPPORT	$51,412

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 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.