TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
MARY HELFRICH CHARITABLE TUW XXX-XX-XXXX

Number and street (or P.O. box number if mail is not delivered to street address) P O BOX 207
Room/suite

City or town
EVANSVILLE

State or province
IN

Country

ZIP or foreign postal code
477020207

A Employer identification number

35-6013421

B Telephone number (see instructions)

8008300362

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,473,781J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	68,682		68,658
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		218,385
b	Gross sales price for all assets on line 6a 1,071,649
7	Capital gain net income (from Part IV, line 2)...			218,385
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	287,067		287,043
13	Compensation of officers, directors, trustees, etc.	39,017		9,048		29,969
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,200	0	0	1,200
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	6,393	1,085		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	11
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	46,621		10,133	0	31,169
25	Contributions, gifts, grants paid.......	111,088				111,088
26	Total expenses and disbursements. Add lines 24 and 25 ................	157,709		10,133	0	142,257
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	129,358
b	Net investment income (if negative, enter -0-)			276,910
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,710,428	2,839,576	3,473,781
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,710,428	2,839,576	3,473,781
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,710,428	2,839,576
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	2,710,428	2,839,576
	30	Total liabilities and net assets/fund balances (see instructions).	2,710,428	2,839,576

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,710,428

Enter amount from Part I, line 27a .....................

129,358

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

Add lines 1, 2, and 3 ..........................

2,839,787

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

211

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

2,839,576

Form 990-PF (2025)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	228. AT&T INC		2021-10-05	2025-01-29
b	5. ALBEMARLE CORP COM		2019-03-26	2025-01-29
c	22. ALLY FINL INC COM		2022-09-20	2025-01-29
d	29. ALPHABET INC CAP STK CL A		2019-02-05	2025-01-29
e	26. AMAZON COM INC		2019-02-05	2025-01-29
	5. AMERICAN ELEC PWR INC		2023-12-28	2025-01-29
	8. APPLE COMPUTER INC		2012-04-19	2025-01-29
	72. CAPITAL ONE FINL CORP		2020-05-06	2025-01-29
	7. CARMAX INC COM		2020-05-06	2025-01-29
	44. CITIGROUP INC COM NEW		2023-12-28	2025-01-29
	51. COMERICA INS		2021-05-04	2025-01-29
	5. DANAHER CORP		2016-04-01	2025-01-29
	42. EOG RESOURCES INC		2023-04-21	2025-01-29
	13. META PLATFORM, INC.		2022-05-17	2025-01-29
	11. FORTINET INC COM		2024-10-23	2025-01-29
	5. GLOBAL PMTS INC COM		2018-01-03	2025-01-29
	9. KLA TENCOR CORP		2019-03-26	2025-01-29
	17. KRAFT HEINZ CO COM		2024-10-23	2025-01-29
	6. MICROSOFT CORP		2017-06-02	2025-01-29
	17. MOSAIC CO NEW COM		2024-10-23	2025-01-29
	9. NISOURCE INC COM		2023-12-28	2025-01-29
	45. RINGCENTRAL INC CL A		2022-02-22	2025-01-29
	7. ROCHE HLDG LTD SPONSORED ADR		2022-02-22	2025-01-29
	12. SALESFORCE INC		2018-01-03	2025-01-29
	7. SUNRUN INC COM		2021-10-05	2025-01-29
	5. TAIWAN SEMICONDUCTOR MFG CO LTD		2019-10-11	2025-01-29
	112.956 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #34		2024-02-14	2025-01-29
	77. UNITED AIRLINES HOLDINGS, INC.		2021-05-04	2025-01-29
	5. UNITEDHEALTH GROUP INC		2019-10-11	2025-01-29
	7. VENTAS INC COM		2023-12-28	2025-01-29
	82.865 VANGUARD GROWTH INDEX FUND ADM #509		2023-07-05	2025-01-29
	12. VISA INC COM CL A		2012-04-19	2025-01-29
	33. WARNER BROS DISCOVERY INC COM SER A		2021-10-05	2025-01-29
	141. WELLS FARGO & CO NEW		2020-11-10	2025-01-29
	113. APTIV PLC COM SHS		2023-07-05	2025-01-29
	50. CNH INDL N V SHS		2024-10-23	2025-01-29
	239. AT&T INC		2022-02-22	2025-04-28
	174. ALLY FINL INC COM		2022-09-20	2025-04-28
	9. CAPITAL ONE FINL CORP		2020-05-06	2025-04-28
	152. COMERICA INS		2023-07-05	2025-04-28
	122.044 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23		2019-02-06	2025-04-28
	111. GLOBAL PMTS INC COM		2023-04-21	2025-04-28
	289.979 OAKMARK INTERNATIONAL FUND - INST #2886		2025-01-29	2025-04-28
	3554.194 OAKMARK INTERNATIONAL FUND - INST #2886		2024-02-14	2025-04-28
	15.056 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450		2016-04-25	2025-04-28
	5. KLA TENCOR CORP		2019-03-26	2025-04-28
	1698.64 MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND #403		2025-01-29	2025-04-28
	4312.918 MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND #403		2024-02-14	2025-04-28
	150.885 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10		2024-02-14	2025-04-28
	321.622 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810		2024-02-14	2025-04-28
	8. SALESFORCE INC		2018-01-03	2025-04-28
	189.28 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203		2019-10-11	2025-04-28
	35000. PEPSICO INC SR NT 2.75% DTD 04/30/2015 DUE 04/30/2025		2018-01-25	2025-04-30
	50000. FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 2.37% DTD 05/01/2013 DU		2017-01-13	2025-05-01
	96. CAPITAL ONE FINL CORP		2023-04-21	2025-07-22
	57. EDWARDS LIFESCIENCES CORP COM		2025-04-28	2025-07-22
	185. EDWARDS LIFESCIENCES CORP COM		2022-02-22	2025-07-22
	14. SUNRUN INC COM		2025-04-28	2025-07-22
	289. SUNRUN INC COM		2023-04-21	2025-07-22
	7. UNITED AIRLINES HOLDINGS, INC.		2025-04-28	2025-07-22
	103. UNITED AIRLINES HOLDINGS, INC.		2022-02-22	2025-07-22
	50. WARNER BROS DISCOVERY INC COM SER A		2025-04-28	2025-07-22
	880. WARNER BROS DISCOVERY INC COM SER A		2023-04-21	2025-07-22
	30000. US TREASURY NOTE 3.125% DTD 08/15/2022 DUE 08/15/2025		2022-08-24	2025-08-15
	475. AT&T INC		2022-02-22	2025-10-14
	9. ALBEMARLE CORP COM		2019-03-26	2025-10-14
	172. ALLY FINL INC COM		2022-09-20	2025-10-14
	46. ALPHABET INC CAP STK CL A		2019-02-05	2025-10-14
	40. AMAZON COM INC		2019-02-05	2025-10-14
	12. AMERICAN ELEC PWR INC		2023-12-28	2025-10-14
	22. APPLE COMPUTER INC		2018-06-06	2025-10-14
	46. BATH & BODY WORKS INC COM		2022-05-17	2025-10-14
	5. BLACKROCK INC COM		2015-09-11	2025-10-14
	21. CVS CORP		2019-02-05	2025-10-14
	14. CARMAX INC COM		2020-05-06	2025-10-14
	49. CARNIVAL CORPORATION		2025-01-29	2025-10-14
	294.028 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271		2025-04-28	2025-10-14
	16. CITIGROUP INC COM NEW		2025-04-28	2025-10-14
	267. CITIGROUP INC COM NEW		2023-12-28	2025-10-14
	10. CONOCOPHILLIPS		2022-05-17	2025-10-14
	594.094 DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO #5306		2025-04-28	2025-10-14
	5. DANAHER CORP		2016-04-01	2025-10-14
	223.295 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23		2019-02-06	2025-10-14
	6. EOG RESOURCES INC		2023-04-21	2025-10-14
	9. EQUIFAX INC		2023-04-21	2025-10-14
	10. META PLATFORM, INC.		2022-05-17	2025-10-14
	6. HUNTINGTON INGALLS INDS INC COM		2024-07-19	2025-10-14
	54. INTEL CORP		2022-05-17	2025-10-14
	239.663 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450		2021-01-27	2025-10-14
	60. KRAFT HEINZ CO COM		2024-10-23	2025-10-14
	23. MICROSOFT CORP		2018-09-05	2025-10-14
	25. MOLSON COORS BEVERAGE COMPANY		2025-04-28	2025-10-14
	445. MOSAIC CO NEW COM		2025-04-28	2025-10-14
	94. NISOURCE INC COM		2023-12-28	2025-10-14
	34. NVIDIA CORP COM		2024-07-19	2025-10-14
	23.124 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10		2024-02-14	2025-10-14
	16. PAYPAL HLDGS INC COM		2024-07-19	2025-10-14
	50. PINTEREST INC CL A		2022-02-22	2025-10-14
	17. ROCHE HLDG LTD SPONSORED ADR		2022-02-22	2025-10-14
	32. SCHLUMBERGER LTD		2021-10-05	2025-10-14
	31. TAIWAN SEMICONDUCTOR MFG CO LTD		2019-10-11	2025-10-14
	136. TYSON FOODS		2025-04-28	2025-10-14
	239. TYSON FOODS		2022-09-20	2025-10-14
	268.969 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #34		2024-02-14	2025-10-14
	5. UNITEDHEALTH GROUP INC		2019-10-11	2025-10-14
	6. VEEVA SYS INC CL A COM		2020-04-28	2025-10-14
	20. VENTAS INC COM		2023-12-28	2025-10-14
	152.529 VANGUARD GROWTH INDEX FUND ADM #509		2023-07-05	2025-10-14
	707.843 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS R6 #308		2022-02-22	2025-10-14
	6. VISA INC COM CL A		2018-06-06	2025-10-14
	25. WELLS FARGO & CO NEW		2020-11-10	2025-10-14
	72. CNH INDL N V SHS		2024-10-23	2025-10-14
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	5,532	4,773	759
b	432	405	27
c	856	706	150
d	5,680	1,242	4,438
e	6,170	2,158	4,012
	491	407	84
	1,910	172	1,738
	14,678	4,359	10,319
	601	512	89
	3,550	2,272	1,278
	3,330	3,894	-564
	1,116	306	810
	5,464	4,918	546
	8,814	2,588	6,226
	1,094	888	206
	550	509	41
	6,413	1,080	5,333
	503	602	-99
	2,660	431	2,229
	488	452	36
	330	239	91
	1,585	9,767	-8,182
	272	328	-56
	4,258	1,265	2,993
	66	287	-221
	1,013	248	765
	9,794	8,855	939
	8,287	4,054	4,233
	2,687	1,118	1,569
	418	355	63
	17,894	12,068	5,826
	4,035	366	3,669
	343	894	-551
	11,036	3,389	7,647
	7,103	11,718	-4,615
	652	553	99
	6,481	4,921	1,560
	5,789	5,582	207
	1,647	527	1,120
	8,182	9,649	-1,467
	4,544	4,215	329
	8,256	15,323	-7,067
	8,018	7,644	374
	98,273	85,791	12,482
	2,038	1,362	676
	3,466	600	2,866
	62,850	59,761	3,089
	159,578	138,496	21,082
	3,528	3,567	-39
	10,887	10,154	733
	2,124	843	1,281
	8,139	7,237	902
	35,000	35,000
	50,000	50,000
	20,855	9,155	11,700
	4,335	4,115	220
	14,068	10,618	3,450
	156	105	51
	3,217	9,195	-5,978
	634	484	150
	9,336	5,377	3,959
	641	435	206
	11,281	16,337	-5,056
	30,000	30,000
	12,345	8,652	3,693
	863	728	135
	6,868	5,518	1,350
	11,224	2,647	8,577
	8,629	3,320	5,309
	1,416	976	440
	5,438	555	4,883
	1,205	2,164	-959
	5,962	1,515	4,447
	1,669	1,383	286
	620	1,025	-405
	1,421	1,373	48
	7,024	6,086	938
	1,607	1,094	513
	26,814	13,785	13,029
	883	1,076	-193
	11,496	10,177	1,319
	1,032	319	713
	10,258	7,666	2,592
	656	703	-47
	2,045	1,823	222
	7,058	2,017	5,041
	1,741	1,580	161
	1,926	2,382	-456
	36,187	29,700	6,487
	1,519	2,125	-606
	11,762	2,338	9,424
	1,166	1,419	-253
	13,372	11,898	1,474
	4,032	2,498	1,534
	6,140	4,023	2,117
	656	547	109
	1,111	949	162
	1,651	1,203	448
	759	796	-37
	1,038	985	53
	9,188	1,537	7,651
	7,111	8,020	-909
	12,497	17,109	-4,612
	22,862	21,084	1,778
	1,799	1,118	681
	1,726	1,093	633
	1,355	999	356
	37,351	22,214	15,137
	32,809	26,265	6,544
	2,082	712	1,370
	2,118	601	1,517
	739	796	-57
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991
			16,991

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			759
b			27
c			150
d			4,438
e			4,012
			84
			1,738
			10,319
			89
			1,278
			-564
			810
			546
			6,226
			206
			41
			5,333
			-99
			2,229
			36
			91
			-8,182
			-56
			2,993
			-221
			765
			939
			4,233
			1,569
			63
			5,826
			3,669
			-551
			7,647
			-4,615
			99
			1,560
			207
			1,120
			-1,467
			329
			-7,067
			374
			12,482
			676
			2,866
			3,089
			21,082
			-39
			733
			1,281
			902


			11,700
			220
			3,450
			51
			-5,978
			150
			3,959
			206
			-5,056

			3,693
			135
			1,350
			8,577
			5,309
			440
			4,883
			-959
			4,447
			286
			-405
			48
			938
			513
			13,029
			-193
			1,319
			713
			2,592
			-47
			222
			5,041
			161
			-456
			6,487
			-606
			9,424
			-253
			1,474
			1,534
			2,117
			109
			162
			448
			-37
			53
			7,651
			-909
			-4,612
			1,778
			681
			633
			356
			15,137
			6,544
			1,370
			1,517
			-57

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	218,385
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	3,849
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	3,849
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,849
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	4,500
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	4,500
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	651
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax651	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address

The books are in care ofOLD NATIONAL WEALTH MANAGEMENT Telephone no. (812) 464-1584

Located atPO BOX 207EVANSVILLEIN ZIP+447702

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country

Form 990-PF (2025)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2025? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check .........

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
OLD NATIONAL WEALTH MANAGEMENT	TRUSTEE 1	39,017
PO BOX 207 EVANSVILLE,IN47702	TRUSTEE 1	39,017

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2025)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,291,891

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

3,291,891

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,291,891

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

49,378

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

3,242,513

Minimum investment return. Enter 5% (0.05) of line 5 ................

162,126

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

Minimum investment return from Part IX, line 6..................

162,126

Tax on investment income for 2025 from Part V, line 5 .......

3,849

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

3,849

Distributable amount before adjustments. Subtract line 2c from line 1............

158,277

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

158,277

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

158,277

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

142,257

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

142,257

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					158,277
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	0
b From 2021......	0
c From 2022......	0
d From 2023......	0
e From 2024......	470
f Total of lines 3a through e ........		470
4Qualifying distributions for 2025 from Part
XI, line 4: $ 142,257
a Applied to 2024, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions) .....			0
c Treated as distributions out of corpus (Election required—see instructions) ........		0
d Applied to 2025 distributable amount.....					142,257
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2025.		470			470
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					15,550
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2021 ....	0
b Excess from 2022 ....	0
c Excess from 2023 ....	0
d Excess from 2024 ....	0
e Excess from 2025 ....	0

Form 990-PF (2025)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2025)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ST MARY'S CATHOLIC CHURCH 613 CHERRY ST EVANSVILLE,IN47713	NONE		PROGRAM SUPPORT	15,870
ST MEINRAD ARCHABBEY ATTN PAM S DOWLAND 200 HILL DR ST MEINRAD,IN475771020	NONE		PROGRAM SUPPORT	47,609
REITZ MEMORIAL CATHOLIC HIGH SCHOOL ATTN PRESIDENT JOHN BROWNING 520 S BENNIGHOF AVE EVANSVILLE,IN477141528	NONE		PROGRAM SUPPORT	47,609
Total ................................. 3a				111,088

bApproved for future payment

Total ................................. 3b

Form 990-PF (2025)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	68,682
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	218,385
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				287,067

13Total. Add line 12, columns (b), (d), and (e)..................

287,067

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2025 AccountingFeesSchedule

Name:

MARY HELFRICH CHARITABLE TUW XXX-XX-XXXX

EIN:

35-6013421

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,200			1,200

- TIN:

TY 2025 OtherDecreasesSchedule

Name:

MARY HELFRICH CHARITABLE TUW XXX-XX-XXXX

EIN:

35-6013421

Description	Amount
2024 RETURN OF CAPITAL ADJ	209
RETURN OF CAPITAL ADJ ON SALES	2

- TIN:

TY 2025 OtherExpensesSchedule

Name:

MARY HELFRICH CHARITABLE TUW XXX-XX-XXXX

EIN:

35-6013421

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE	11	0		0

- TIN:

TY 2025 OtherIncreasesSchedule

Name:

MARY HELFRICH CHARITABLE TUW XXX-XX-XXXX

EIN:

35-6013421

Description	Amount
ROUNDING	1

- TIN:

TY 2025 TaxesSchedule

Name:

MARY HELFRICH CHARITABLE TUW XXX-XX-XXXX

EIN:

35-6013421

Category	Amount	Net Investment Income
FOREIGN TAXES	287	287
FEDERAL TAX PAYMENT - PRIOR YE	808	0
FEDERAL ESTIMATES - PRINCIPAL	4,500	0
FOREIGN TAXES ON QUALIFIED FOR	697	697
FOREIGN TAXES ON NONQUALIFIED	101	101