Julia S Oberdorfer Scholarship Trus
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.
Julia S Oberdorfer Scholarship Trus at a glance
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.
- Annual giving (2025)
- $24,000
- +0.0% vs 2024
- Grants made (2025)
- 8
- -11.1% vs 2024
- Average grant
- $3,000
- +12.5% vs 2024
- Median grant
- $2,250
- Total assets
- $246,506
- -4.0% vs 2024
- Primary geography
- Indiana (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Julia S Oberdorfer Scholarship Trus funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Ball State University ($8K). Together the top 6 received $23K.
Organizations only. It also paid 2 individual scholarships ($1,500), which are not listed by name.
Grant Size Distribution
85 grants across all recorded years
The most common grant size was under $50K: 85 grants of 85 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $24K (2020) to $26K (2022). In 2025 it made 8 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ball State University Muncie, IN | Scholarship | $8,000 |
| Purdue University West Lafayette, IN | Scholarship | $7,000 |
| Indiana University East Richmond, IN | Scholarship | $2,500 |
| University of Cincinnati Cincinnati, OH | Scholarship | $2,500 |
| Indiana University Bloomington, IN | Scholarship | $2,000 |
| 2 individual scholarships Recipients not named | — | $1,500 |
| Butler University Indianapolis, IN | Scholarship | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $246,506 | $17,879 | $29,353 | $24,000 | 8 | $26,510 | $14,442 | $20,983 |
| 2024 | $256,786 | $15,743 | $29,467 | $24,000 | 9 | $26,684 | $12,015 | $20,294 |
| 2023 | $271,835 | $16,553 | $28,367 | $23,500 | 23 | $25,800 | $12,333 | $19,395 |
| 2022 | $283,649 | $22,207 | $31,179 | $26,000 | 25 | $28,443 | $19,070 | $19,954 |
| 2021 | $292,621 | $24,715 | $29,501 | $24,000 | 20 | $26,573 | $21,170 | $22,643 |
| 2020 | $297,407 | $28,448 | $28,240 | $23,500 | 23 | — | $25,162 | $19,331 |
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.
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
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%).
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. It also paid 2 individual scholarships ($1,500), which are not listed by name. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Live grants for the work Julia S Oberdorfer Scholarship Trus funds
Education Open opportunities, soonest deadline first.
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