Elizabeth Moore Switzer Memorial Trust 018257
Elizabeth Moore Switzer Memorial Trust 018257 is a private foundation, based in Muncie, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 4 grants totaling $137K. Net investment income was $139K.
Key facts about Elizabeth Moore Switzer Memorial Trust 018257
In short: Elizabeth Moore Switzer Memorial Trust 018257 gave $137K across 4 grants in 2024 (avg $34K), mostly in Indiana. Source: 2024 IRS Form 990-PF.
- EIN
- 35-6451959
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $136,793
- Grants made (2024)
- 4
- Average grant
- $34,198
- Median grant
- $15,199
- Total assets
- $2,770,774
- Primary geography
- Indiana (89% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
-0.9% YoY
Annual Giving
$137K
-6.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$34K
-6.1% YoY
Under IRS private-foundation payout rules, Elizabeth Moore Switzer Memorial Trust 018257 reported a distributable amount of $172K for 2024 — the minimum it must pay out in qualifying distributions.
How Elizabeth Moore Switzer Memorial Trust 018257 gives
- Giving held roughly steady from 2021 to 2024 (−4%). Method
- In 2024 it paid out 93% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $86K (2019) to $161K (2022). In 2024 it made 4 grants totaling $137K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Franciscan Alliance Foundation ($91K). Together the top 4 received $137K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 15 grants of 20 (75%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Franciscan Alliance Foundation Lafayette, IN | General Operations | $91,196 |
| Sagamore Council Boy Scouts of America Kokomo, IN | General Operations | $15,199 |
| Salvation Army Hoffman Estates, IL | General Operations | $15,199 |
| Otterbein United Methodist Church Otterbein, IN | General Operations | $15,199 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,770,774 | $2,795,879 | $2,862,502 |
| Revenue | $148,299 | $112,771 | $67,827 |
| Expenses | $172,736 | $177,545 | $192,872 |
| Qualifying Distributions | $160,997 | $168,266 | $181,635 |
| Net Investment Income | $138,516 | $102,994 | $60,735 |
| Distributable Amount | $172,412 | $159,430 | $166,410 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 1, 2020)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Elizabeth Moore Switzer Memorial Trust 018257's only listed officer is First Merchants Private Wealth Advi ORS, Trustee on the 2024 filing (compensated).
Officers on the 2024 filing
First Merchants Private Wealth Advi ORS
Trustee
New on the 2024 filing
1 hr/week
$31K (2024)
Former officers (1)
- Former: First Merchants Private Wlth Adviso (2019–2023) — Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $31K, to First Merchants Private Wealth Advi ORS (Trustee).
Frequently asked questions about Elizabeth Moore Switzer Memorial Trust 018257
How much does Elizabeth Moore Switzer Memorial Trust 018257 give each year?
Elizabeth Moore Switzer Memorial Trust 018257 gave $137K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $146K across 4 grants.
What is Elizabeth Moore Switzer Memorial Trust 018257's typical grant size?
Elizabeth Moore Switzer Memorial Trust 018257's median grant in 2024 was $15,199, and its average grant was $34,198, across 4 grants on its 2024 IRS Form 990-PF.
Where does Elizabeth Moore Switzer Memorial Trust 018257 give grants?
Elizabeth Moore Switzer Memorial Trust 018257 gives mostly in Indiana: 89% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Illinois (11%).
Does Elizabeth Moore Switzer Memorial Trust 018257 give general operating support?
Yes: 100% of Elizabeth Moore Switzer Memorial Trust 018257's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Elizabeth Moore Switzer Memorial Trust 018257?
Elizabeth Moore Switzer Memorial Trust 018257 reported $2.8M in total assets on its 2024 IRS Form 990-PF. It paid out $161K in qualifying distributions that year, against a required minimum of $172K (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.
What is Elizabeth Moore Switzer Memorial Trust 018257's EIN?
Elizabeth Moore Switzer Memorial Trust 018257's EIN (Employer Identification Number) is 35-6451959. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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