James a Myers Charitable Memorial Trust

MUNCIE, IN EIN: 20-6121896

James a Myers Charitable Memorial Trust is a private foundation, based in MUNCIE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $986K in total assets. In 2024, it awarded 8 grants totaling $53K. Net investment income was $358K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$986K

+41.8% YoY

Annual Giving

$53K

+14.0% YoY

Grant Count

8

-33.3% YoY

Avg Grant Size

$7K

+71.0% YoY

Under IRS private-foundation payout rules, James a Myers Charitable Memorial Trust reported a distributable amount of $55K for 2024 — the minimum it must pay out in qualifying distributions.

About James a Myers Charitable Memorial Trust

Based on IRS filings

James a Myers Charitable Memorial Trust is a private foundation, based in MUNCIE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $986K in total assets. In 2024, it awarded 8 grants totaling $53K. Net investment income was $358K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

FarmlandIndianapolisLynnRichmondRidgevilleUnion CityWarrenWest LafayetteWinchester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$199K$299K$398K20202021202220232024
Metric202420232022
Total Assets$986,225$695,461$729,683
Revenue$362,225$28,127$30,107
Expenses$70,426$62,279$64,461
Qualifying Distributions$65,745$58,206$60,193
Net Investment Income$357,872$24,448$26,271
Distributable Amount$55,232$49,982$51,018

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$30K$45K$60K2 grants202014 grants202113 grants202212 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Community Foundation of …$17KWOODLAWN CEMETERY$15KREITENOUR CEMETERY INC$13KWINCHESTER AREA CHURCHES…$4KBear Creek Cemetery$3KLittle Creek Cemetery As…$1KPAWS ANIMAL RESCUE & SHE…$650Winchester Main Street$167

Grant Size Distribution

49 grants across all recorded years

49<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Foundation of Randolph County ($16,630), Woodlawn Cemetery ($15,000), Reitenour Cemetery Inc ($13,000).

RecipientPurposeAmount
REITENOUR CEMETERY INC RIDGEVILLE, INGENERAL OPERATIONS$13,000
WOODLAWN CEMETERY Warren, INGENERAL OPERATIONS$15,000
Little Creek Cemetery Association Richmond, INGENERAL OPERATIONS$1,000
Community Foundation of Randolph County Winchester, INGENERAL OPERATIONS$16,630
Winchester Main Street Winchester, INGENERAL OPERATIONS$167
WINCHESTER AREA CHURCHES & COMMUNITY WINCHESTER, INGENERAL OPERATIONS$4,000
Bear Creek Cemetery Ridgeville, INGENERAL OPERATIONS$3,000
PAWS ANIMAL RESCUE & SHELTER INC UNION CITY, INGENERAL OPERATIONS$650

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is James a Myers Charitable Memorial Trust?

As of 2024, James a Myers Charitable Memorial Trust holds $986K in total assets with $362K in annual revenue. It awarded 8 grants totaling $53K in 2024.

Where does James a Myers Charitable Memorial Trust operate?

James a Myers Charitable Memorial Trust has awarded grants in Indiana.

What size grants does James a Myers Charitable Memorial Trust award?

In 2024, James a Myers Charitable Memorial Trust awarded 8 grants totaling $53K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is James a Myers Charitable Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James a Myers Charitable Memorial Trust reported a distributable amount of $55K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James a Myers Charitable Memorial Trust's EIN?

James a Myers Charitable Memorial Trust's EIN (Employer Identification Number) is 20-6121896. IRS Form 990 filing data is available on this page for 2020–2024.

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

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