Dr Ferrell Dunn Memorial Fund Trust 002429

Private foundation · Grantmaker Muncie, IN EIN: 35-6398629

Dr Ferrell Dunn Memorial Fund Trust 002429 is a private foundation, based in Muncie, IN. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $459K in total assets. In 2026, it awarded 1 grant totaling $29K. Net investment income was $35K.

Dr Ferrell Dunn Memorial Fund Trust 002429 at a glance

In short: Dr Ferrell Dunn Memorial Fund Trust 002429 gave $29K across 1 grant in 2026 (avg $29K), mostly in Indiana. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$29,097
-20.9% vs 2025
Grants made (2026)
1
-50.0% vs 2025
Average grant
$29,097
+58.1% vs 2025
Median grant
$29,097
Total assets
$459,133
-0.4% vs 2025
Primary geography
Indiana (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated October 2026.

Who Dr Ferrell Dunn Memorial Fund Trust 002429 funds

How this funder distributes its grants

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 19 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

States

Cities

BloomingtonIndianapolis

How Dr Ferrell Dunn Memorial Fund Trust 002429 gives

  • Giving held roughly steady from 2023 to 2026 (+6%). Method
  • In 2026 it paid out 124% of its IRS minimum distribution (the 5% rule). 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

$0$20K$40K$60K6 grants2021 6 grants2022 5 grants2023 5 grants2024 2 grants2025 1 grant2026

From 2021 to 2026, annual grant giving ranged from $27K (2023) to $44K (2022). In 2026 it made 1 grant totaling $29K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$29,097
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$459,133$36,891$38,767$29,0971$36,439$34,563$29,398
2025$461,009$53,090$49,310$36,8002$43,939$50,902$28,068
2024$457,229$115,953$47,237$36,8005$45,113$113,969$25,564
2023$388,513$5,679$36,435$27,3665$34,229$10,068$26,618
2022$419,269$32,014$50,954$44,1916$48,925$29,985$30,600
2021$438,209$20,664$36,730$28,4346—$18,862$29,496

Under IRS private-foundation payout rules, Dr Ferrell Dunn Memorial Fund Trust 002429 reported a distributable amount of $29K for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Dr Ferrell Dunn Memorial Fund Trust 002429's only listed officer is First Merchants Private Wealth Advi ORS, Trustee on every filing since 2025 (compensated).

Officers on the 2026 filing

  • First Merchants Private Wealth Advi ORS

    Trustee

    On filings since 2025

    1 hr/week

    $7K (2025) → $7K (2026)

Former officers (1)
  • Former: First Merchants Private Wealth ADV (2021–2024) — Trustee

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

First Merchants Private Wealth Advi ORS — Trustee: $7KFirst Merchants Private…Trustee$7K

The highest reported compensation on the 2026 filing was $7K, to First Merchants Private Wealth Advi ORS (Trustee).

Frequently asked questions about Dr Ferrell Dunn Memorial Fund Trust 002429

How much does Dr Ferrell Dunn Memorial Fund Trust 002429 give each year?

Dr Ferrell Dunn Memorial Fund Trust 002429 gave $29K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $37K across 2 grants.

How large is Dr Ferrell Dunn Memorial Fund Trust 002429?

Dr Ferrell Dunn Memorial Fund Trust 002429 reported $459K in total assets on its 2026 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).

Where does Dr Ferrell Dunn Memorial Fund Trust 002429 operate?

Dr Ferrell Dunn Memorial Fund Trust 002429 has awarded grants in Indiana.

What is Dr Ferrell Dunn Memorial Fund Trust 002429's EIN?

Dr Ferrell Dunn Memorial Fund Trust 002429's EIN (Employer Identification Number) is 35-6398629. IRS Form 990 filing data is available on this page for 2021–2026.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 7, 2026)
  2. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Dr Ferrell Dunn Memorial Fund Trust 002429's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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