Helen M Reitz Charitable Tr Fndn Xxx-Xx-Xxxx
EIN 356522821Total Given 2016–2024
$150K
14 grants · $17K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $5K–$18K
grant size
50%
supporter · 2/4 multi-year
repeat
$483K
Assets (2024)
4
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(812) 464-1584
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $14K | $429K | $22K | 2 |
| 2018 | $23K | $397K | $49K | 2 |
| 2019 | N/A | $451K | $25K | N/A |
| 2020 | $22K | $502K | $34K | 2 |
| 2021 | $22K | $543K | $54K | 2 |
| 2022 | $25K | $418K | $111K | 2 |
| 2023 | $21K | $451K | $15K | 2 |
| 2024 | $23K | $483K | $31K | 2 |
Grant Size Distribution
Based on 14 grants on record
Minimum
$4K
25th Pctl
$5K
Median
$8K
Average
$11K
75th Pctl
$18K
Maximum
$20K
Geographic Distribution
Officers & Directors
WT
Wayne S Trockman
8+ yrs
Co-Trustee
OM
Old National Wealth Management
7 yrs
Co-Trustee
WT
Wayne S Trockman
8+ yrs
Co-Trustee
OM
Old National Wealth Management
7 yrs
Trustee
OM
Old National Wealth Management
7 yrs
Trustee
WT
Wayne S Trockman
8+ yrs
Co-Trustee
OM
Old National Wealth Management
7 yrs
Trustee
WT
Wayne S Trockman
8+ yrs
Co-Trustee
WT
Wayne S Trockman
8+ yrs
Co-Trustee
OM
Old National Wealth Management
7 yrs
Trustee
OM
Old National Wealth Management
7 yrs
Trustee
WT
Wayne S Trockman
8+ yrs
Co-Trustee
WT
Wayne S Trockman
8+ yrs
Co-Trustee
OM
Old National Wealth Management
7 yrs
Trustee
OC
Old National Trust Co
Trustee
WT
Wayne S Trockman
8+ yrs
Co-Trustee
Grants Awarded (14 total)
| Purpose | ||||
|---|---|---|---|---|
| American Heart Association | St Petersburg, FL | $20,133 | PROGRAM SUPPORT | 2022 |
| American Heart Association | St Petersburg, FL | $18,234 | PROGRAM SUPPORT | 2018 |
| American Heart Association | St Petersburg, FL | $18,189 | PROGRAM SUPPORT | 2024 |
| American Heart Association | St Petersburg, FL | $17,994 | PROGRAM SUPPORT | 2021 |
| American Heart Association | St Petersburg, FL | $17,423 | PROGRAM SUPPORT | 2020 |
| American Heart Association | St Petersburg, FL | $17,111 | PROGRAM SUPPORT | 2023 |
| American Heart Association | St Petersburg, FL | $10,100 | UNRESTRICTED CHARITABLE DONATION | 2016 |
| St Mary'S Health Foundation Inc | Evansville, IN | $5,033 | PROGRAM SUPPORT | 2022 |
| St Mary'S Medical Center Foundation Inc | Langhorne, PA | $4,559 | PROGRAM SUPPORT | 2018 |
| St Mary'S Health Foundation Inc | Evansville, IN | $4,547 | PROGRAM SUPPORT | 2024 |
| St Mary'S Health Foundation Inc | Evansville, IN | $4,499 | PROGRAM SUPPORT | 2021 |
| St Mary'S Health Foundation Inc | Evansville, IN | $4,356 | PROGRAM SUPPORT | 2020 |
| St Mary'S Health Foundation Inc | Evansville, IN | $4,278 | PROGRAM SUPPORT | 2023 |
| St Mary'S Medical Center Foundation | Langhorne, PA | $3,900 | UNRESTRICTED CHARTIBLE DONATION | 2016 |