R & a Ullom Trust Fbo Youth Oppotunnity

MUNCIE, IN EIN: 35-6659861

R & a Ullom Trust Fbo Youth Oppotunnity is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MUNCIE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $646K in total assets. In 2024, it awarded 1 grants totaling $35K. Net investment income was $87K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$646K

+6.5% YoY

Annual Giving

$35K

-1.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$35K

-1.5% YoY

Under IRS private-foundation payout rules, R & a Ullom Trust Fbo Youth Oppotunnity reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.

About R & a Ullom Trust Fbo Youth Oppotunnity

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $182K (100%)

States

Indiana

Cities

Muncie

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$645,893	$606,401	$628,853
Revenue	$90,378	$25,655	$32,132
Expenses	$49,282	$48,090	$55,031
Qualifying Distributions	$45,422	$44,824	$50,502
Net Investment Income	$86,629	$22,389	$28,796
Distributable Amount	$49,600	$44,314	$45,194

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Youth Opportunity Center ($34,609).

Recipient	Purpose	Amount
YOUTH OPPORTUNITY CENTER MUNCIE, IN	GENERAL OPERATIONS	$34,609

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is R & a Ullom Trust Fbo Youth Oppotunnity?

R & a Ullom Trust Fbo Youth Oppotunnity is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MUNCIE, IN. It holds $646K in total assets as of 2024.

How large is R & a Ullom Trust Fbo Youth Oppotunnity?

As of 2024, R & a Ullom Trust Fbo Youth Oppotunnity holds $646K in total assets with $90K in annual revenue. It awarded 1 grants totaling $35K in 2024.

Where does R & a Ullom Trust Fbo Youth Oppotunnity operate?

R & a Ullom Trust Fbo Youth Oppotunnity has awarded grants in Indiana.

What size grants does R & a Ullom Trust Fbo Youth Oppotunnity award?

In 2024, R & a Ullom Trust Fbo Youth Oppotunnity awarded 1 grants totaling $35K — an average of about $35K per grant, based on its IRS Form 990 filings.

How much is R & a Ullom Trust Fbo Youth Oppotunnity required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, R & a Ullom Trust Fbo Youth Oppotunnity reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is R & a Ullom Trust Fbo Youth Oppotunnity's EIN?

R & a Ullom Trust Fbo Youth Oppotunnity's EIN (Employer Identification Number) is 35-6659861. IRS Form 990 filing data is available on this page for 2020–2024.