Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx. Data shown is extracted from Form 990-PF filings.

EIN: 35-6522821

Foundation Overview

Based in Evansville, IN, Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx has awarded 20 grants totaling $219,647 to organizations in Florida, Indiana and 1 other state across the US. Individual grants range from $3,900 to $20,133, with a median award of $7,566.5.

Latest Tax Year
2024
Total Giving (all years)
$219,647
Total Assets
$482,943
Median Grant (all grants)
$7,566.5

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$11,368
% Median Grant Growth
+6% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Florida

50% of grants are awarded in Florida, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within Florida, funding concentrates in St Petersburg (100%).

Funding Trajectory
+62%

Strong 62% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects + General Purposes

Dual focus on community projects (50%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
American Heart Association $18,189 St Petersburg, FL, US Program Support 2024
St Mary's Health Foundation Inc $4,547 Evansville, IN, US Program Support 2024
American Heart Association $18,189 St Petersburg, FL, US Program Support 2024
St Mary's Health Foundation Inc $4,547 Evansville, IN, US Program Support 2024
American Heart Association $17,111 St Petersburg, FL, US Program Support 2023
St Mary's Health Foundation Inc $4,278 Evansville, IN, US Program Support 2023
American Heart Association $17,111 St Petersburg, FL, US Program Support 2023
St Mary's Health Foundation Inc $4,278 Evansville, IN, US Program Support 2023
American Heart Association $20,133 St Petersburg, FL, US Program Support 2022
St Mary's Health Foundation Inc $5,033 Evansville, IN, US Program Support 2022
American Heart Association $20,133 St Petersburg, FL, US Program Support 2022
St Mary's Health Foundation Inc $5,033 Evansville, IN, US Program Support 2022
American Heart Association $17,994 St Petersburg, FL, US Program Support 2021
St Mary's Health Foundation Inc $4,499 Evansville, IN, US Program Support 2021
American Heart Association $17,423 St Petersburg, FL, US Program Support 2020
St Mary's Health Foundation Inc $4,356 Evansville, IN, US Program Support 2020
American Heart Association $18,234 St Petersburg, FL, US Program Support 2018
St Mary's Medical Center Foundation Inc $4,559 Langhorne, PA, US Program Support 2018
American Heart Association $10,100 St Petersburg, FL, US Unrestricted Charitable Donation 2016
St Mary's Medical Center Foundation $3,900 Langhorne, PA, US Unrestricted Chartible Donation 2016

Foundations Similar to Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx

Discover 5 foundations with comparable assets ($464,427-$502,537), similar grant patterns, and geographic focus in IN that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 35-2056320 | 73 grants awarded
$479,186
(≈ Similar)
$4,000
median grant
Indianapolis, IN
Same state
100%
Excellent match

EIN: 61-6304323 | 24 grants awarded
$488,461
(≈ Similar)
$6,000
median grant
Evansville, IN
Same state
99%
Excellent match

EIN: 36-7164068 | 55 grants awarded
$473,685
(≈ Similar)
$3,865
median grant
Evansville, IN
Same state
99%
Excellent match

EIN: 47-2319008 | 50 grants awarded
$464,427
(≈ Similar)
$5,000
median grant
Evansville, IN
Same state
98%
Excellent match

EIN: 33-1073526 | 12 grants awarded
$502,537
(≈ Similar)
$5,000
median grant
Indianapolis, IN
Same state
98%
Excellent match

Contact Information

Official contact details for Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 35-6522821
Website N/A
Address PO BOX 207 Evansville, IN 47702-0207

Key People (2)

Board members, trustees, and key staff who oversee Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Co-trustee Old National Wealth Management
Co-trustee Wayne S Trockman

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Helen M Reitz Charitable Tr Fndn Xxx-xx-xxxx is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.