Mary Helfrich Charitable Trust
- Assets
- $2.3m
- Revenue
- $375.6k
- Investments
- $2.3m
- Employees
- 0
- Location
- Evansville, IN
- Founding
- 12/1970
- Data as of
- 12/2021
- EIN
- 35-6013421
Organization Overview
Mary Helfrich Charitable Trust is located in Evansville, IN. The organization was established in 1970. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mary Helfrich Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Mary Helfrich Charitable Trust generated $375.6k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 19.6% each year . All expenses for the organization totaled $124.1k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Mary Helfrich Charitable Trust has awarded 16 individual grants totaling $426,026. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $48,629 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $326,984 |
| Capital Gain Net Income | $326,984 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $375,613 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $30,623 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,521 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $34,144 |
| Contributions, gifts, grants paid | $90,000 |
| Total expenses and disbursements | $124,144 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,330,108 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,330,108 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Mary Helfrich Charitable Trust has awarded $90,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
St Meinrad, IN PURPOSE: PROGRAM SUPPORT | $33,750 |
REITZ MEMORIAL CATHOLIC HIGH SCHOOL PURPOSE: PROGRAM SUPPORT | $33,750 |
ST MARY'S CATHOLIC CHURCH PURPOSE: PROGRAM SUPPORT | $11,250 |
MONASTERY OF ST CLARE PURPOSE: PROGRAM SUPPORT | $11,250 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Mary Helfrich Charitable Trust has recieved totaling $20,000.
| Awarding Organization | Amount |
|---|---|
Morgan Stanley Global Impact Funding Trust Inc Indianapolis, IN PURPOSE: GENERAL SUPPORT | $20,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Herschend Family Entertainment Corporation Beneficiary Trust Branson, MO | $4,577,294 | $15,681,690 |
Allergan Foundation North Chicago, IL | $0 | $22,638,597 |
The Global Orphan Project Inc Kansas City, MO | $12,087,754 | $16,385,536 |
W N Reynolds Residuary Tr Nect Chicago, IL | $153,008,234 | $7,259,404 |
William F Vilas Estate Oregon, WI | $133,759,429 | $14,905,447 |
Src Benefit Programs Trust Springfield, MO | $118,089 | $9,937,850 |
Audrey E & Donald L Hutt Tr 283 Chicago, IL | $19,533,735 | $12,080,033 |
Lawyers Trust Fund Of Illinois Chicago, IL | $23,693,587 | $13,676,265 |
William H Miner Foundation Chicago, IL | $135,785,081 | $12,025,973 |
Frederick Henry Prince Testamentary Trust Chicago, IL | $125,717,434 | $17,884,796 |
Bluhm Family Charitable Foundation Chicago, IL | $0 | $104,878 |
Yung Family Foundation The Crestview Hills, KY | $4,438,622 | $34,262 |