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Nonprofit · EIN 35-6522821

HELEN M REITZ CHARITABLE TR

Tax-exempt · EVANSVILLE, IN 47702

Financials

$15K$42K2023$31K$40K2024$34K$42K2025
Revenue Expenses · by fiscal year end
Financials of HELEN M REITZ CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$33,813$42,189-$8,376$381,067$0$381,067
December 31, 2024990-PF$30,948$40,117-$9,169$389,439$0$389,439
December 31, 2023990-PF$15,205$42,254-$27,049$398,604$0$398,604
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,208
Net gain from sales of assets
$21,605

Expenses

Grants and similar amounts paid
$23,864
Compensation of officers, directors and key employees
$10,945
Disbursements for charitable purposes
$39,443
Excise tax on investment income
$440

Balance sheet and other

Total assets, start of year
$389,439
Total assets, end of year
$381,067
Total liabilities, end of year
$0
Net assets, end of year
$381,067
Fair market value of assets
$512,495
Qualifying distributions
$39,443
Net investment income
$33,813

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
CO-TRUSTEE2$5,473
WAYNE S TROCKMAN
825 SYCAMORE COURTS BUILDING COMP, EVANSVILLE, IN 47708
CO-TRUSTEE2$5,472
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
CO-TRUSTEE2$5,383
WAYNE S TROCKMAN
825 SYCAMORE COURTS BUILDING COMP, EVANSVILLE, IN 47708
CO-TRUSTEE2$5,382
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
WAYNE S TROCKMAN
825 SYCAMORE COURTS BUILDING COMP, EVANSVILLE, IN 47708
CO-TRUSTEE2$5,293
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE2$5,292

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
In care of
% OLD NATL BANK TTEE
Signed the 990-PF
OLD NATIONAL WEALTH MGMT, TRUSTEE
Phone
(800) 830-0362
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-6522821
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$381,067
Income (IRS master file)
$99,832

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$33,813$42,189$381,067IRS
990-PFDecember 2024$30,948$40,117$389,439XML
990-PFDecember 2023$15,205$42,254$398,604XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6522821).

Questions about HELEN M REITZ CHARITABLE TR

What is the EIN of HELEN M REITZ CHARITABLE TR?
The employer identification number (EIN) of HELEN M REITZ CHARITABLE TR is 35-6522821.
Is HELEN M REITZ CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to HELEN M REITZ CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HELEN M REITZ CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN M REITZ CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELEN M REITZ CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HELEN M REITZ CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $5,473 (OLD NATIONAL WEALTH MANAGEMENT, CO-TRUSTEE).
How much revenue does HELEN M REITZ CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $33,813, expenses of $42,189 and total assets of $381,067 at year end.

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