Julia S Oberdorfer Scholarship Trust is a private foundation focused on Education, based in GREENFIELD, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $257K in total assets. In 2024, it awarded 9 grants totaling $24K. Net investment income was $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$257K
-5.5% YoY
Annual Giving
$24K
+2.1% YoY
Grant Count
9
-60.9% YoY
Avg Grant Size
$3K
+161.0% YoY
About Julia S Oberdorfer Scholarship Trust
Based on IRS filings
Julia S Oberdorfer Scholarship Trust is a private foundation focused on Education, based in GREENFIELD, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $257K in total assets. In 2024, it awarded 9 grants totaling $24K. Net investment income was $12K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $256,786 | $271,835 | $283,649 |
| Revenue | $15,743 | $16,553 | $22,207 |
| Expenses | $29,467 | $28,367 | $31,179 |
| Qualifying Distributions | $26,684 | $25,800 | $28,443 |
| Net Investment Income | $12,015 | $12,333 | $19,070 |
| Distributable Amount | $20,294 | $19,395 | $19,954 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
100 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GREENFIELD BANKING COMPANY | SUCCESSOR TRUSTEE | 2 | $3,623 |
| CITIZENS STATE BANK | PRIOR TRUSTEE | 2 | $1,019 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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