Alice Stoddard Trust Uw Dtd May 5 1951
Alice Stoddard Trust Uw Dtd May 5 1951 is a private foundation, based in Muncie, IN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $168K in total assets. In 2025, it awarded 1 grant totaling $11K. Net investment income was $14K.
Key facts about Alice Stoddard Trust Uw Dtd May 5 1951
In short: Alice Stoddard Trust Uw Dtd May 5 1951 gave $11K across 1 grant in 2025 (avg $11K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- EIN
- 38-6052244
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $10,931
- Grants made (2025)
- 1
- Average grant
- $10,931
- Median grant
- $10,931
- Total assets
- $167,673
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$168K
-0.0% YoY
Annual Giving
$11K
+6.3% YoY
Grant Count
1
Avg Grant Size
$11K
Under IRS private-foundation payout rules, Alice Stoddard Trust Uw Dtd May 5 1951 reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
How Alice Stoddard Trust Uw Dtd May 5 1951 gives
- Giving fell 63% from 2022 to 2025. Method
- In 2025 it paid out 123% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Alice Stoddard Trust Uw Dtd May 5 1951?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $10K (2024) to $30K (2022). In 2025 it made 1 grant totaling $11K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Regents of the University of Michigan Office of Planned Giving ($11K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Regents of the University of Michigan Office of Planned Giving Ann Arbor, MI | Annual Distribution | $10,931 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $167,673 | $167,675 | $165,501 |
| Revenue | $15,176 | $17,402 | $820 |
| Expenses | $15,178 | $15,228 | $3,275 |
| Qualifying Distributions | $14,031 | $12,733 | $1,637 |
| Net Investment Income | $14,236 | $14,907 | $3,208 |
| Distributable Amount | $11,443 | $11,086 | $8,216 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 2, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 20, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 21, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 28, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Alice Stoddard Trust Uw Dtd May 5 1951's only listed officer is First Merchants Private Wealth Advi ors, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
First Merchants Private Wealth Advi ors
Trustee
New on the 2025 filing
1 hr/week
$3K (2025)
Former officers (2)
- Former: First Merchants PWA First Merchants Bank (2024) — Trustee
- Former: First Merchants Bank (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to First Merchants Private Wealth Advi ors (Trustee).
Frequently asked questions about Alice Stoddard Trust Uw Dtd May 5 1951
How much does Alice Stoddard Trust Uw Dtd May 5 1951 give each year?
Alice Stoddard Trust Uw Dtd May 5 1951 gave $11K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it reported $10K in grants paid.
How large is Alice Stoddard Trust Uw Dtd May 5 1951?
Alice Stoddard Trust Uw Dtd May 5 1951 reported $168K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
Where does Alice Stoddard Trust Uw Dtd May 5 1951 operate?
Alice Stoddard Trust Uw Dtd May 5 1951 has awarded grants in Michigan.
What is Alice Stoddard Trust Uw Dtd May 5 1951's EIN?
Alice Stoddard Trust Uw Dtd May 5 1951's EIN (Employer Identification Number) is 38-6052244. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Alice Stoddard Trust Uw Dtd May 5 1951 by hand.
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