Mission
PROVIDE INVESTMENT INCOME AND SCHOOL BUILDING SPACE TO WORTHY NON PROFIT ORGANIZATIONS FOR UNDERPRIVELEDGED EARLY CHILDHOOD EDUCATION PROGRAMS.
Public Charity
ST MARY'S CHARITIES TRUST FUND DATED 12/30/94 C/O GOELZER INV MGMT
ST MARY'S CHARITIES TRUST FUND DATED 12/30/94 C/O GOELZER INV MGMT, of CARMEL, IN, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $270K in revenue, $195K in expenses, $2.0M in total assets. IRS filings disclose 5 grants awarded by this foundation, totaling roughly $170K.
EIN: 356518096
CARMEL, IN
Latest filing: 2024
Total Revenue$270K
Total Expenses$195K
Total Assets$2.0M
Grants Given5
Grant Total$170K
Filing Years2020–2024
Sample Grants Given
HEARING/SPEECH
$8,516
HEARING/SPEECH
$25,000
HEARING/SPEECH
$76,350
HEARING/SPEECH
$30,000
HEARING/SPEECH
$30,000
Showing up to 5 of 5 total records — full history available with membership.
Officers & Directors
INVESTMENT A
Goelzer Investment Management
CO-TRUSTEE
Jill Hall
CO-TRUSTEE
Jim Zink Sr
CO-TRUSTEE
John Hart
CO-TRUSTEE
Matt Cohoat
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $270K | $195K | $2.0M |
| 2023 | $180K | $222K | $1.9M |
| 2022 | $333K | $262K | $1.8M |
| 2021 | $229K | $233K | $2.1M |
| 2020 | $202K | $236K | $2.4M |
Between 2020 and 2024, reported annual revenue grew from $202K to $270K (+33%), with total assets most recently reported at $2.0M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in IN.
IN
Full geographic grant map with state-by-state breakdown available with membership.