Byron a Root Memorial Trust Fund
Byron a Root Memorial Trust Fund is a private foundation, based in Merrillville, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $477K in total assets. In 2025, it awarded 1 grant totaling $30K. Net investment income was $30K.
Byron a Root Memorial Trust Fund at a glance
In short: Byron a Root Memorial Trust Fund gave $30K across 1 grant in 2025 (avg $30K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,170
- -1.0% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $30,170
- +98.1% vs 2024
- Median grant
- $30,170
- Total assets
- $476,594
- -1.4% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Byron a Root Memorial Trust Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Indiana University Foundation ($30K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Byron a Root Memorial Trust Fund gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $28K (2021) to $36K (2020). In 2025 it made 1 grant totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Indiana University Foundation Bloomington, IN | Funding of Root Symposiums of Geriatic Issues | $30,170 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $476,594 | $32,637 | $39,285 | $30,170 | 1 | $36,544 | $29,896 | $39,905 |
| 2024 | $483,242 | $20,891 | $45,400 | $30,463 | 2 | $39,766 | $15,257 | $38,343 |
| 2023 | $507,751 | $18,712 | $33,669 | $27,943 | 1 | $32,094 | $17,137 | $34,632 |
| 2022 | $522,708 | $14,114 | $44,615 | $31,947 | 1 | $39,358 | $8,857 | $35,354 |
| 2021 | $553,209 | $13,283 | $33,397 | $27,841 | 1 | $32,009 | $11,895 | $36,115 |
| 2020 | $573,325 | $13,126 | $48,001 | $36,239 | 1 | — | $6,914 | $33,391 |
Under IRS private-foundation payout rules, Byron a Root Memorial Trust Fund reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Byron a Root Memorial Trust Fund's only listed officer is Burke Costanza Carberry LLP, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Burke Costanza Carberry LLP
Trustee
On filings since 2020
2 hrs/week
$7K (2020) → $5K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $5K, to Burke Costanza Carberry LLP (Trustee).
Frequently asked questions about Byron a Root Memorial Trust Fund
How much does Byron a Root Memorial Trust Fund give each year?
Byron a Root Memorial Trust Fund gave $30K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 2 grants.
How large is Byron a Root Memorial Trust Fund?
Byron a Root Memorial Trust Fund reported $477K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Byron a Root Memorial Trust Fund operate?
Byron a Root Memorial Trust Fund has awarded grants in Indiana.
What is Byron a Root Memorial Trust Fund's EIN?
Byron a Root Memorial Trust Fund's EIN (Employer Identification Number) is 31-6192613. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 25, 2026)
- IRS filings on file for fiscal years 2020–2024
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