Helen Reitzel Trust
- Assets
- $357.9k
- Revenue
- $5.2k
- Investments
- $335.7k
- Employees
- 0
- Location
- Terre Haute, IN
- Founding
- Data as of
- 12/2023
- EIN
- 35-6677799
Organization Overview
Helen Reitzel Trust is located in Terre Haute, IN. 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. Helen Reitzel 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 12/2023, Helen Reitzel Trust generated $5.2k in total revenue. The organization has seen a slow decline revenue. Over the past 2 years, revenues have fallen by an average of (2.5%) each year. All expenses for the organization totaled $23.2k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDES SCHOLARSHIPS TO STUDENTS PURSUING A DEGREE IN EDUCA INDIANA STATE UNIVERSITY
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
PDF Copies of 990 Filings
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $8,389 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$3,221 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $5,168 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $4,579 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $200 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $465 |
| Total operating and administrative expenses | $5,664 |
| Contributions, gifts, grants paid | $17,555 |
| Total expenses and disbursements | $23,219 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $22,254 |
| 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 | $146,642 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $357,909 |
| 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 |