Alice Stoddard Trust Uw Dtd May 5 1951

Private foundation · Grantmaker Muncie, IN EIN: 38-6052244

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Ann Arbor

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2021 1 grant2022 0 grants2023 Total only2024 1 grant2025

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

Regents of the University of Michigan Office of Planned Giving: $11KRegents of the University ofMichigan Office of Planned…$11K

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

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Regents of the University of Michigan Office of Planned Giving Ann Arbor, MIAnnual Distribution$10,931

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 2, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 20, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 21, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 28, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS November 12, 2025)
  6. 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

First Merchants Private Wealth Advi ors — Trustee: $3KFirst Merchants Private…Trustee$3K

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.

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