Indiana Utility Rate Payer Trust Dtd
To provide funds to help cover legal and other expenses to any and all who are affected determentially by utility rates and practices in Indiana.
Indiana Utility Rate Payer Trust Dtd at a glance
In short: Indiana Utility Rate Payer Trust Dtd gave $168K across 2 grants in 2025 (avg $84K), mostly in Indiana. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $168,288
- -41.6% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $84,144
- -41.6% vs 2024
- Median grant
- $84,144
- Total assets
- $7,488,233
- -0.5% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Indiana Utility Rate Payer Trust Dtd funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was CAC Education Fund ($146K). Together the top 2 received $168K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 20 grants of 27 (74%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Indiana Utility Rate Payer Trust Dtd gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
From the foundation's IRS Form 990 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 $168K (2025) to $338K (2021). In 2025 it made 2 grants totaling $168K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CAC Education Fund Indianapolis, IN | Provide assistance | $145,643 |
| Energy Matters CCI Columbus, IN | Provide assistance | $22,645 |
Ready to take the next step with Indiana Utility Rate Payer Trust Dtd?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $7,488,233 | $281,485 | $321,358 | $168,288 | 2 | $281,485 |
| 2024 | $7,528,106 | $268,688 | $397,108 | $288,250 | 2 | $268,688 |
| 2023 | $7,656,526 | $262,992 | $388,322 | $284,964 | 5 | $262,100 |
| 2022 | $7,480,897 | $294,604 | $293,737 | $173,265 | 7 | $194,597 |
| 2021 | $8,701,155 | $379,697 | $439,932 | $337,844 | 11 | $379,697 |
| 2020 | $8,509,062 | $587,504 | $363,400 | $260,703 | 10 | $587,504 |
About Indiana Utility Rate Payer Trust Dtd
Based on IRS filings
Indiana Utility Rate Payer Trust Dtd is a public charity, based in Muncie, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7.5M in total assets. In 2025, it awarded 2 grants totaling $168K. Net investment income was $281K.
Leadership & Key People
Officers and directors from IRS filings
Indiana Utility Rate Payer Trust Dtd's 2025 filing lists 6 officers; all 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
First Merchants Private Wealth Advisors
Trustee
On filings since 2024
1 hr/week
$72K (2024) → $77K (2025)
Anne Becker
Executive Committee
Executive Co → Executive Committee, 2023
On filings since 2020
1 hr/week
$5K (2020) → $8K (2025)
Chris Williams
Executive Committee
Executive Co → Executive Committee, 2023
On filings since 2020
1 hr/week
$5K (2020) → $8K (2025)
June Lyle
Executive Committee
Executive Co → Executive Committee, 2023
On filings since 2020
1 hr/week
$5K (2020) → $8K (2025)
Richard Hill
Executive Committee
Executive Co → Executive Committee, 2023
On filings since 2020
1 hr/week
$5K (2020) → $8K (2025)
Robert K. Johnson
Executive Committee
Executive Co → Executive Committee, 2023
On filings since 2020
1 hr/week
$5K (2020) → $8K (2025)
Former officers (3)
- Former: First Merchants Private Wealth Adviso (2023) — Trustee
- Former: First Merchants Private Wealth ADV (2021–2022) — Trustee
- Former: Hoosier Trust Company (2020) — Trustee
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 $77K, to First Merchants Private Wealth Advisors (Trustee). 6 officers or directors reported compensation on that filing.
Frequently asked questions about Indiana Utility Rate Payer Trust Dtd
How much does Indiana Utility Rate Payer Trust Dtd give each year?
Indiana Utility Rate Payer Trust Dtd gave $168K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $288K across 2 grants.
How large is Indiana Utility Rate Payer Trust Dtd?
Indiana Utility Rate Payer Trust Dtd reported $7.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $281K.
Where does Indiana Utility Rate Payer Trust Dtd operate?
Indiana Utility Rate Payer Trust Dtd has awarded grants in Indiana, Missouri, Texas.
What is Indiana Utility Rate Payer Trust Dtd's EIN?
Indiana Utility Rate Payer Trust Dtd's EIN (Employer Identification Number) is 35-6651129. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS November 5, 2025)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS June 27, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS March 6, 2023)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Indiana Utility Rate Payer Trust Dtd's focus areas in our free grants database
Similar Funders
Similar funders in Indiana
Lilly Endowment Inc
Indianapolis, IN
Lilly Endowment funds community development, education and youth, and religion, with priority given to Indianapolis and Indiana and some national support, especially for religion. Its 2025 grants had a median of $100,000, though awards varied widely; for community development requests, it suggests starting with a brief preliminary letter.
Assets
$105.9B
Grants
2,285
Total Given
$3.9B
Central Indiana Community Foundation Inc
Indianapolis, IN
Through its funds and collaborative entities, CICF supports a broad range of charitable work, including equity, food access, childcare, arts, nature, and youth programs, primarily in Central Indiana. Its 2024 grants had a median award of $25,000; some funds offer competitive applications, while others are invitation-only, and CICF itself does not directly award grants.
Assets
$583.5M
Grants
525
Total Given
$31.1M
United Way of Central Indiana Inc
Indianapolis, IN
United Way of Central Indiana funds nonprofits addressing basic needs, early learning, economic mobility, safe and affordable housing, and organizational capacity in Boone, Hamilton, Hancock, Hendricks, Marion, Morgan, and Putnam counties. Its 2025 grants ranged from $86 to $1.74 million, with a median of $16,238. The profile does not state whether it accepts unsolicited requests.
Assets
$255.2M
Grants
370
Total Given
$29.9M
Lumina Foundation for Education Inc
Indianapolis, IN
Lumina Foundation funds research, policy, technical assistance, and initiatives that expand equitable access to education and credentials beyond high school, with a national focus. Its 2024 grants ranged from $500 to $2.51 million, with a median of $12,500. It says it does not accept unsolicited requests; funding is primarily proactive, with occasional open calls for proposals.
Assets
$1.5B
Grants
357
Total Given
$30.0M
Round Room Gives Inc
Fishers, IN
Round Room Gives supports community organizations and local charitable activities, including education, family services, health, and animal welfare, with grants across about 40 states. In 2024, grants ranged from $250 to $140,000, with a median of $3,452. It accepts applications through an online form on an ongoing basis; applicants must be 501(c)(3) organizations with a TCC employee sponsor.
Assets
$1.4M
Grants
357
Total Given
$1.8M
University of Notre Dame du Lac
Notre Dame, IN
The University of Notre Dame supports student aid, Catholic education and mission, research, academics, athletics, and other university priorities, with grants reported to organizations and institutions in multiple U.S. states. Its 2025 grants ranged from $5,500 to $36.5 million, with a median of $30,480; some specific programs solicit eligible proposals, but no general policy on unsolicited requests is stated.
Assets
$29.6B
Grants
462
Total Given
$84.8M
More similar funders
More Funders in Indiana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Indiana Utility Rate Payer Trust Dtd'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.
Indiana Utility Rate Payer Trust Dtd down — hundreds of funders to go?