Helen M Reitz Charitable Tr

Evansville, IN
Tax-exempt since April 1991
EIN: 35-6522821

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.

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

$30,948

Expenses

$40,117

Net Income

-$9,169

Net Assets

$389,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,545	37.3%
Sales of Assets	$16,705	54.0%
Other Income	$2,698	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,991	94.7%
Compensation of Officers*	$10,765	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$389,439
Total Liabilities	$0
Net Assets	$389,439

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Co Trustee)	$5,383	$0
Wayne S Trockman (Co Trustee)	$5,382	$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

$15,205

Expenses

$42,254

Net Income

-$27,049

Net Assets

$398,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,993	65.7%
Sales of Assets	$5,212	34.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,337	86.0%
Compensation of Officers*	$10,585	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$398,604
Total Liabilities	$0
Net Assets	$398,604

Compensation

Key Employees and Officers	Compensation	Other
Wayne S Trockman (Co Trustee)	$5,293	$0
Old National Wealth Management (Trustee)	$5,292	$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

$111,055

Expenses

$43,889

Net Income

$67,166

Net Assets

$425,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,465	6.7%
Sales of Assets	$103,590	93.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,748	92.8%
Compensation of Officers*	$11,740	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$425,654
Total Liabilities	$0
Net Assets	$425,654

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$5,870	$0
Wayne S Trockman (Co Trustee)	$5,870	$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

$53,739

Expenses

$42,012

Net Income

$11,727

Net Assets

$358,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,185	13.4%
Sales of Assets	$46,554	86.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,196	93.3%
Compensation of Officers*	$12,995	30.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$358,531
Total Liabilities	$0
Net Assets	$358,531

Compensation

Key Employees and Officers	Compensation	Other
Wayne S Trockman (Co Trustee)	$6,498	$0
Old National Wealth Management (Trustee)	$6,497	$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

$34,204

Expenses

$39,395

Net Income

-$5,191

Net Assets

$346,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,775	19.8%
Sales of Assets	$27,428	80.2%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,109	94.2%
Compensation of Officers*	$11,232	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$346,806
Total Liabilities	$1
Net Assets	$346,805

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$5,616	$0
Wayne S Trockman (Co Trustee)	$5,616	$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

$25,036

Expenses

$38,814

Net Income

-$13,778

Net Assets

$351,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,564	30.2%
Sales of Assets	$17,472	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,142	95.7%
Compensation of Officers*	$10,755	27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$351,999
Total Liabilities	$1
Net Assets	$351,998

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$5,378	$0
Wayne S Trockman (Co Trustee)	$5,377	$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

$48,956

Expenses

$40,759

Net Income

$8,197

Net Assets

$365,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,470	15.3%
Sales of Assets	$41,486	84.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,624	97.2%
Compensation of Officers*	$11,052	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$365,784
Total Liabilities	$0
Net Assets	$365,784

Compensation

Key Employees and Officers	Compensation	Other
Old National Wealth Management (Trustee)	$5,526	$0
Wayne S Trockman (Co Trustee)	$5,526	$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

Revenue

$21,575

Expenses

$38,050

Net Income

-$16,475

Net Assets

$379,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,485	34.7%
Sales of Assets	$14,090	65.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,558	67.2%
Compensation of Officers*	$10,354	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$379,139
Total Liabilities	$0
Net Assets	$379,139

Compensation

Key Employees and Officers	Compensation	Other
Old National Trust Co (Trustee)	$5,402	$0
Wayne S Trockman (Co Trustee)	$4,952	$0

990-PF

Filed on May 11, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$39,081

Expenses

$27,207

Net Income

$11,874

Net Assets

$395,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,107	23.3%
Sales of Assets	$29,974	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,964	66.0%
Compensation of Officers*	$8,844	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	$395,614
Total Liabilities	$0
Net Assets	$395,614

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$45,715

Expenses

$43,564

Net Income

$2,151

Net Assets

$383,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,338	22.6%
Sales of Assets	$35,377	77.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,218	80.8%
Compensation of Officers*	$9,120	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$383,740
Total Liabilities	$0
Net Assets	$383,740

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$30,091

Expenses

$30,309

Net Income

-$218

Net Assets

$381,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,953	26.4%
Sales of Assets	$22,138	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,770	75.1%
Compensation of Officers*	$8,614	28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$381,589
Total Liabilities	$0
Net Assets	$381,589

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$19,538

Expenses

$35,046

Net Income

-$15,508

Net Assets

$381,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,734	44.7%
Sales of Assets	$10,804	55.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,214	77.7%
Compensation of Officers*	$8,832	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$381,807
Total Liabilities	$0
Net Assets	$381,807

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$16,912

Expenses

$30,878

Net Income

-$13,966

Net Assets

$397,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,281	54.9%
Sales of Assets	$7,582	44.8%
Other Income	$49	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,883	77.3%
Compensation of Officers*	$7,816	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$397,315
Total Liabilities	$0
Net Assets	$397,315

990-PF

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

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

PDF

About This Data

What Is This Data?

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.

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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

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Helen M Reitz Charitable Tr

Organization summary

Type of Nonprofit

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

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2006

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Fiscal Year Ending Dec.
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