Mary Helfrich Charitable Trust

Evansville, IN
Tax-exempt since Dec. 1970
EIN: 35-6013421

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$328k (2024)

Expenses

$178k (2024)

Total Assets

$2.71M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$328,327

Expenses

$177,899

Net Income

$150,428

Net Assets

$2,710,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,052	18.3%
Sales of Assets	$268,275	81.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,946	93.8%
Compensation of Officers*	$37,353	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,710,428
Total Liabilities	$0
Net Assets	$2,710,428

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$37,353	$0

990-PF

Filed on April 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$267,418

Expenses

$112,333

Net Income

$155,085

Net Assets

$2,560,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,023	21.3%
Sales of Assets	$210,395	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,223	89.2%
Compensation of Officers*	$29,721	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,560,024
Total Liabilities	$0
Net Assets	$2,560,024

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$29,721	$0

990-PF

Filed on April 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$196,021

Expenses

$120,977

Net Income

$75,044

Net Assets

$2,405,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,082	22.0%
Sales of Assets	$152,939	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,864	90.8%
Compensation of Officers*	$28,871	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,405,009
Total Liabilities	$0
Net Assets	$2,405,009

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$28,871	$0

990-PF

Filed on April 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$375,613

Expenses

$124,144

Net Income

$251,469

Net Assets

$2,330,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,629	12.9%
Sales of Assets	$326,984	87.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,123	93.5%
Compensation of Officers*	$30,623	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,330,108
Total Liabilities	$0
Net Assets	$2,330,108

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$30,623	$0

990-PF

Filed on April 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$147,905

Expenses

$128,745

Net Income

$19,160

Net Assets

$2,078,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,622	24.8%
Sales of Assets	$111,283	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,335	95.0%
Compensation of Officers*	$26,021	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,078,669
Total Liabilities	$1
Net Assets	$2,078,668

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$26,021	$0

990-PF

Filed on April 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$84,658

Expenses

$143,244

Net Income

-$58,586

Net Assets

$2,059,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,001	54.3%
Sales of Assets	$38,657	45.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,132	95.0%
Compensation of Officers*	$25,124	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,059,502
Total Liabilities	$1
Net Assets	$2,059,501

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$25,124	$0

990-PF

Filed on May 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$169,368

Expenses

$150,401

Net Income

$18,967

Net Assets

$2,118,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,187	28.5%
Sales of Assets	$121,181	71.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,584	94.8%
Compensation of Officers*	$25,277	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,118,088
Total Liabilities	$0
Net Assets	$2,118,088

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$25,277	$0

990-PF

Filed on May 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$153,747

Expenses

$158,321

Net Income

-$4,574

Net Assets

$2,186,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,377	33.4%
Sales of Assets	$102,370	66.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,437	84.9%
Compensation of Officers*	$25,620	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,186,462
Total Liabilities	$0
Net Assets	$2,186,462

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$170,960

Expenses

$277,110

Net Income

-$106,150

Net Assets

$2,191,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,342	35.9%
Sales of Assets	$109,618	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,214	88.9%
Compensation of Officers*	$26,041	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,191,032
Total Liabilities	$0
Net Assets	$2,191,032

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$144,866

Expenses

$80,180

Net Income

$64,686

Net Assets

$2,297,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,711	39.1%
Sales of Assets	$88,155	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,679	54.5%
Compensation of Officers*	$26,065	32.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,297,182
Total Liabilities	$0
Net Assets	$2,297,182

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$260,750

Expenses

$79,631

Net Income

$181,119

Net Assets

$2,232,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,164	25.8%
Sales of Assets	$193,586	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,104	69.2%
Compensation of Officers*	$23,744	29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,232,496
Total Liabilities	$0
Net Assets	$2,232,496

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$84,476

Expenses

$95,206

Net Income

-$10,730

Net Assets

$2,051,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$83,796	99.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$680	0.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$22,820	24.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,051,377
Total Liabilities	$0
Net Assets	$2,051,377

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated March 23, 2026

Mary Helfrich Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $328k (2024)

Expenses $178k (2024)

Total Assets $2.71M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$328k (2024)

Expenses

$178k (2024)

Total Assets

$2.71M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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