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Mary Helfrich Charitable Trust is a private trust based in EVANSVILLE, IN. The foundation received its IRS ruling in 1970. It holds total assets of $2.8M. Annual income is reported at $1.1M. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Grantmaking is concentrated in Indiana. According to available records, Mary Helfrich Charitable Trust has made 12 grants totaling $260K, with a median grant of $22K. Annual giving has grown from $90K in 2021 to $170K in 2022. Individual grants have ranged from $11K to $34K, with an average award of $22K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Indiana. Contributions to this foundation are tax-deductible.
Mary Helfrich Charitable Trust reported 12 individual grants totaling $260,000 between 2021 and 2022 across its IRS Form 990-PF filings, with a median grant of $21,563. Half of those grants fell between $10,625 and $31,875. Its largest single grant in the record was $33,750. Its most recent available filing, for fiscal year 2023, reports $112,333 in total giving.
Grantmaking is concentrated in IN, which received 12 of the 12 grants on record (100 percent). Of its 4 distinct grantees, 100 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Reitz Memorial Catholic High School ($97,500) and St Mary's Catholic Church ($32,500).
Computed from 12 individual grant records (2021–2022) in this foundation's IRS Form 990-PF Part XV filings. Source: IRS 990-PF.
Smallest Grant
$13K
Median Grant
$25K
Average Grant
$25K
Largest Grant
$38K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Mary Helfrich Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in IN.
Mary Helfrich Charitable Trust has distributed a total of $260K across 12 grants. The median grant size is $22K, with an average of $22K. Individual grants have ranged from $11K to $34K.
Mary Helfrich Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Mary Helfrich Charitable Trust is headquartered in EVANSVILLE, IN.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Old National Wealth Management | TRUSTEE | $30K | $0 | $30K |
Total Giving
$112K
Total Assets
$2.6M
Fair Market Value
$3M
Net Worth
$2.6M
Grants Paid
$75K
Contributions
N/A
Net Investment Income
$261K
Distribution Amount
$134K
Total Grants
12
Total Giving
$260K
Average Grant
$22K
Median Grant
$22K
Unique Recipients
4
Most Common Grant
$11K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Meinrad ArchabbeyPROGRAM SUPPORT | St Meinrad, IN | $32K | 2022 |
| Reitz Memorial Catholic High SchoolPROGRAM SUPPORT | Evansville, IN | $32K | 2022 |
| St Mary'S Catholic ChurchPROGRAM SUPPORT | Evansville, IN | $11K | 2022 |
| Monastery Of St ClarePROGRAM SUPPORT | Evansville, IN | $11K | 2022 |