Julia S Oberdorfer Scholarship Trust
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
Under IRS private-foundation payout rules, Julia S Oberdorfer Scholarship Trust reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Ball State University ($8,500), Purdue University ($5,500), Indiana University ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BALL STATE UNIVERSITY MUNCIE, IN | SCHOLARSHIP | $8,500 |
| BUTLER UNIVERSITY INDIANAPOLIS, IN | SCHOLARSHIP | $1,000 |
| INDIANA UNIVERSITY BLOOMINGTON, IN | SCHOLARSHIP | $4,000 |
| PURDUE UNIVERSITY WEST LAFAYETTE, IN | SCHOLARSHIP | $5,500 |
| TAYLOR UNIVERSITY UPLAND, IN | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CINCINNATI CINCINNATI, OH | SCHOLARSHIP | $2,000 |
| WITTENBERG UNIVERSITY SPRINGFIELD, OH | SCHOLARSHIP | $500 |
| IU EAST RICHMOND, IN | SCHOLARSHIP | $500 |
| PURDUE UNIVERSITY - FORT WAYNE FORT WAYNE, IN | SCHOLARSHIP | $500 |
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
Frequently Asked Questions
What is Julia S Oberdorfer Scholarship Trust?
Julia S Oberdorfer Scholarship Trust is a private foundation focused on Education, based in GREENFIELD, IN. It holds $257K in total assets as of 2024.
How large is Julia S Oberdorfer Scholarship Trust?
As of 2024, Julia S Oberdorfer Scholarship Trust holds $257K in total assets with $16K in annual revenue. It awarded 9 grants totaling $24K in 2024.
Where does Julia S Oberdorfer Scholarship Trust operate?
Julia S Oberdorfer Scholarship Trust has awarded grants in Indiana, Ohio.
What size grants does Julia S Oberdorfer Scholarship Trust award?
In 2024, Julia S Oberdorfer Scholarship Trust awarded 9 grants totaling $24K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Julia S Oberdorfer Scholarship Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Julia S Oberdorfer Scholarship Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Julia S Oberdorfer Scholarship Trust's EIN?
Julia S Oberdorfer Scholarship Trust's EIN (Employer Identification Number) is 35-6238626. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Julia S Oberdorfer Scholarship Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.