Private Foundation

HELEN M REITZ CHARITABLE TR FNDN XXX-XX-XXXX

HELEN M REITZ CHARITABLE TR FNDN XXX-XX-XXXX, of EVANSVILLE, IN, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $31K in revenue, $40K in expenses, $389K in total assets. IRS filings disclose 14 grants awarded by this foundation, totaling roughly $158K.

EIN: 356522821 EVANSVILLE, IN Latest filing: 2024
Total Revenue$31K
Total Expenses$40K
Total Assets$389K
Grants Given14
Grant Total$158K
Filing Years2020–2024

Sample Grants Given

AMERICAN HEART ASSOCIATION
ST PETERSBURG, FL · 2024
PROGRAM SUPPORT
$18,189
ST MARY'S HEALTH FOUNDATION INC
EVANSVILLE, IN · 2024
PROGRAM SUPPORT
$4,547
AMERICAN HEART ASSOCIATION
ST PETERSBURG, FL · 2023
PROGRAM SUPPORT
$17,111
ST MARY'S HEALTH FOUNDATION INC
EVANSVILLE, IN · 2023
PROGRAM SUPPORT
$4,278
AMERICAN HEART ASSOCIATION
ST PETERSBURG, FL · 2022
PROGRAM SUPPORT
$20,133

Showing up to 5 of 14 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Old National Wealth Management
CO-TRUSTEE Wayne S Trockman

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROGRAM SUPPORT
$157,812 14 grants

Financial Trends

Year Revenue Expenses Assets
2024 $31K $40K $389K
2023 $15K $42K $399K
2022 $111K $44K $426K
2021 $54K $42K $359K
2020 $34K $39K $347K

Between 2020 and 2024, reported annual revenue declined from $34K to $31K (-10%), with total assets most recently reported at $389K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL, IN, PA.

FLINPA

Full geographic grant map with state-by-state breakdown available with membership.

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