Julia S Oberdorfer Scholarship Trus

Private foundation · Grantmaker Greenfield, IN EIN: 35-6238626

Julia S Oberdorfer Scholarship Trus is a private foundation focused on Education, based in Greenfield, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $247K in total assets. In 2025, it awarded 8 grants totaling $24K. Net investment income was $14K.

Key facts about Julia S Oberdorfer Scholarship Trus

In short: Julia S Oberdorfer Scholarship Trus gave $24K across 8 grants in 2025 (avg $3K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

EIN
35-6238626
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$24,000
Grants made (2025)
8
Average grant
$3,000
Median grant
$2,250
Total assets
$246,506
Primary geography
Indiana (90% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$247K

-4.0% YoY

Annual Giving

$24K

+0.0% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$3K

+12.5% YoY

Under IRS private-foundation payout rules, Julia S Oberdorfer Scholarship Trus reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

How Julia S Oberdorfer Scholarship Trus gives

  • Giving held roughly steady from 2022 to 2025 (−8%). Method
  • In 2025 it paid out 126% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Julia S Oberdorfer Scholarship Trus?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 8 itemized 2025 grant dollars.

States

Cities

New CastleMuncieBloomingtonCincinnatiFort WayneIndianapolisRichmondWest LafayetteSpringfieldUpland

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K23 grants202020 grants202125 grants202223 grants20239 grants20248 grants2025

From 2020 to 2025, annual grant giving ranged from $24K (2020) to $26K (2022). In 2025 it made 8 grants totaling $24K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Ball State University: $8KBall State University$8KPurdue University: $7KPurdue University$7KIndiana University East: $3KIndiana University East$3KUniversity of Cincinnati: $3KUniversity of Cincinnati$3KIndiana University: $2KIndiana University$2KIvy Tech Community College: $1KIvy Tech Community College$1KButler University: $500Butler University$500Purdue Fort Wayne: $500Purdue Fort Wayne$500

The largest 2025 recipient was Ball State University ($8K). Together the top 8 received $24K.

Grant Size Distribution

85 grants across all recorded years

85<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 85 grants of 85 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Ball State University Muncie, INScholarship$8,000
Purdue University West Lafayette, INScholarship$7,000
Indiana University East Richmond, INScholarship$2,500
University of Cincinnati Cincinnati, OHScholarship$2,500
Indiana University Bloomington, INScholarship$2,000
Ivy Tech Community College Muncie, INScholarship$1,000
Butler University Indianapolis, INScholarship$500
Purdue Fort Wayne Fort Wayne, INScholarship$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K202020212022202320242025
Metric202520242023
Total Assets$246,506$256,786$271,835
Revenue$17,879$15,743$16,553
Expenses$29,353$29,467$28,367
Qualifying Distributions$26,510$26,684$25,800
Net Investment Income$14,442$12,015$12,333
Distributable Amount$20,983$20,294$19,395

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)

Leadership & Key People

Officers and directors from IRS filings

Julia S Oberdorfer Scholarship Trus's only listed officer is Greenfield Banking Company, Trustee since 2025 (on filings since 2024) (compensated).

Officers on the 2025 filing

  • Greenfield Banking Company

    Trustee

    Successor Trustee → Trustee, 2025

    On filings since 2024

    1 hr/week

    $4K (2024) → $4K (2025)

Former officers (3)
  • Former: Citizens State Bank (2024) — Prior Trustee
  • Former: James Millikan (2020–2023) — Director
  • Former: Mary Beth Taylor (2020–2023) — Director

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

Greenfield Banking Company — Trustee: $4KGreenfield Banking…Trustee$4K

The highest reported compensation on the 2025 filing was $4K, to Greenfield Banking Company (Trustee).

Frequently asked questions about Julia S Oberdorfer Scholarship Trus

How much does Julia S Oberdorfer Scholarship Trus give each year?

Julia S Oberdorfer Scholarship Trus gave $24K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 9 grants.

What is Julia S Oberdorfer Scholarship Trus's typical grant size?

Julia S Oberdorfer Scholarship Trus's median grant in 2025 was $2,250, and its average grant was $3,000, across 8 grants on its 2025 IRS Form 990-PF.

Where does Julia S Oberdorfer Scholarship Trus give grants?

Julia S Oberdorfer Scholarship Trus gives mostly in Indiana: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Ohio (10%). The most frequent recipient cities were Muncie, IN (2 grants).

Does Julia S Oberdorfer Scholarship Trus give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Julia S Oberdorfer Scholarship Trus's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (8 grants).

Who are Julia S Oberdorfer Scholarship Trus's largest grantees?

Julia S Oberdorfer Scholarship Trus's largest 2025 grantees include Ball State University ($8,000), Purdue University ($7,000) and Indiana University East ($2,500), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.

How large is Julia S Oberdorfer Scholarship Trus?

Julia S Oberdorfer Scholarship Trus reported $247K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).

What is Julia S Oberdorfer Scholarship Trus?

Julia S Oberdorfer Scholarship Trus is a private foundation focused on Education, based in Greenfield, IN. It holds $247K in total assets as of 2025.

What is Julia S Oberdorfer Scholarship Trus's EIN?

Julia S Oberdorfer Scholarship Trus's EIN (Employer Identification Number) is 35-6238626. 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.

Your AI grants department

Here's the math on researching Julia S Oberdorfer Scholarship Trus by hand.

Explore Open Grants

Browse active grant opportunities in Julia S Oberdorfer Scholarship Trus's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Forum Credit Union Foundation Inc

Fishers, IN

The Forum Credit Union Foundation funds collegiate scholarships for eligible FORUM members and classroom-expense grants for eligible K–12 educators. Recent grants ranged from $450 to $30,000, with a median of $3,750; educator grants are capped at $3,000, and scholarships are typically $5,000 annually. Its educator grants serve six Indiana counties, while scholarships have broader reach; applications are accepted online through scheduled program windows.

Assets

—

Grants

26

Total Given

$162K

Columbus Foundation

Columbus, OH

The Columbus Foundation supports nonprofits and community initiatives in areas including arts and culture, education, youth, neighborhoods, basic needs, and capacity building, with a median 2024 grant of about $21,500. Its focus is Central Ohio, though it also funds organizations elsewhere; most grants are donor-directed and not application-based, but some programs accept applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.8B

Grants

1,747

Total Given

$242.7M

The Troy Foundation

Troy, OH

The Troy Foundation funds arts and culture, education, health and human services, youth development, environmental protection, community beautification, and emergency assistance for nonprofits. In 2024, grants ranged from $5,310 to $2,438,051, with a median of $22,806; its giving includes Troy and nearby communities, as well as recipients elsewhere in Ohio. Unsolicited requests are not addressed generally, though some specific programs invite eligible organizations to inquire or apply.

Assets

$159.1M

Grants

141

Total Given

$9.1M

Edward E Meyer Trust

Cincinnati, OH

Education

Assets

$1.9M

Grants

1

Total Given

$104K

Culver's Foundation Inc

Prairie Du Sac, WI

The foundation funds community needs, youth and families, local initiatives, and scholarships for Culver’s team members, with a strong local focus in Wisconsin and grants also reaching other states. In 2024, grants ranged from $2,500 to $250,000, with a median of $10,000. It accepts applications through an online process and does not restrict giving to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

—

Grants

83

Total Given

$1.3M

Niccum Educational Trust

Greenfield, IN

The NICCUM EDUCATIONAL TRUST supports higher education through grants to colleges and universities and financial assistance for eligible students from public high schools in six Indiana counties. Its 2025 grants ranged from $500 to $3,000, with a median of $1,000. The 2024 filing describes a student application process, with applications available at Greenfield Banking Company and due April 15; it does not state whether unsolicited requests are accepted.

Assets

$425K

Grants

16

Total Given

$22K

Sellers Scholarship

Erie, PA

Assets

$751K

Grants

38

Total Given

$41K

The Ohio Foundation

Westerville, OH

The Ohio Foundation of Independent Colleges primarily funds scholarships, financial aid, and campus programs at independent colleges and universities, including diversity, equity, and inclusion initiatives. Its 2025 grants ranged from $5,083 to $185,371, with a median of $10,798, and most funding went to Ohio recipients. It offers an application route for campus grants; the profile does not say whether it accepts unsolicited requests for other funding.

Education

Assets

$8.8M

Grants

90

Total Given

$2.8M

The Chicago Community Trust

Chicago, IL

The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.

Assets

$7.1B

Grants

4,316

Total Given

$1.2B

Tulsa Community Foundation

Tulsa, OK

Tulsa Community Foundation supports a broad range of charitable needs, including arts and humanities, healthcare, education, scholarships, emergency assistance, and endowments. Its 2024 grants had a median of $18,560 and primarily benefited the Tulsa area and eastern Oklahoma, with grants also reaching elsewhere in the U.S.; it administers application cycles for selected funds.

Assets

$1.1B

Grants

1,066

Total Given

$158.6M

Enterprise Holdings Foundation

Saint Louis, MO

Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.

Assets

$594.3M

Grants

1

Total Given

$101.4M

Herb Kohl Educational Foundation Inc

Milwaukee, WI

The foundation funds educational excellence in Wisconsin, including student scholarships and awards for teachers, principals, schools, and classrooms; its 2025 grants ranged from $290 to $15,000, with a median of $6,000. It directs applicants to its program applications for application details; whether it accepts unsolicited requests is not stated.

Education

Assets

$14K

Grants

425

Total Given

$2.1M

More Funders in Indiana

Julia S Oberdorfer Scholarship Trus down — hundreds of funders to go?

Want AI to do this for you?