R & a Ullom Trust FBO Youth Oppotunnity
R & a Ullom Trust FBO Youth Oppotunnity is a private foundation, based in Muncie, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $637K in total assets. In 2025, it awarded 1 grant totaling $54K. Net investment income was $57K.
R & a Ullom Trust FBO Youth Oppotunnity at a glance
In short: R & a Ullom Trust FBO Youth Oppotunnity gave $54K across 1 grant in 2025 (avg $54K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $53,655
- +55.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $53,655
- +55.0% vs 2024
- Median grant
- $53,655
- Total assets
- $637,491
- -1.3% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who R & a Ullom Trust FBO Youth Oppotunnity funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Youth Opportunity Center Foundation Inc ($54K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How R & a Ullom Trust FBO Youth Oppotunnity gives
- Giving grew 33% from 2022 to 2025. Method
- In 2025 it paid out 123% 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 $26K (2021) to $54K (2025). In 2025 it made 1 grant totaling $54K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Youth Opportunity Center Foundation Inc Muncie, IN | General Operations | $53,655 |
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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 | $637,491 | $61,368 | $71,376 | $53,655 | 1 | $65,027 | $57,427 | $52,691 |
| 2024 | $645,893 | $90,378 | $49,282 | $34,609 | 1 | $45,422 | $86,629 | $49,600 |
| 2023 | $606,401 | $25,655 | $48,090 | $35,119 | 1 | $44,824 | $22,389 | $44,314 |
| 2022 | $628,853 | $32,132 | $55,031 | $40,427 | 1 | $50,502 | $28,796 | $45,194 |
| 2021 | $651,752 | $44,909 | $38,494 | $25,975 | 1 | $35,342 | $41,847 | $49,794 |
| 2020 | $645,294 | $37,078 | $56,602 | $45,711 | 1 | — | $34,455 | $42,017 |
Under IRS private-foundation payout rules, R & a Ullom Trust FBO Youth Oppotunnity reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
R & a Ullom Trust FBO Youth Oppotunnity's only listed officer is First Merchants Private Wealth Advi ORS, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
First Merchants Private Wealth Advi ORS
Trustee
On filings since 2024
1 hr/week
$12K (2024) → $13K (2025)
Former officers (1)
- Former: First Merchants Private Wlth Adviso (2020–2023) — Trustee
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 $13K, to First Merchants Private Wealth Advi ORS (Trustee).
Frequently asked questions about R & a Ullom Trust FBO Youth Oppotunnity
How much does R & a Ullom Trust FBO Youth Oppotunnity give each year?
R & a Ullom Trust FBO Youth Oppotunnity gave $54K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 1 grant.
How large is R & a Ullom Trust FBO Youth Oppotunnity?
R & a Ullom Trust FBO Youth Oppotunnity reported $637K in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets).
Where does R & a Ullom Trust FBO Youth Oppotunnity operate?
R & a Ullom Trust FBO Youth Oppotunnity has awarded grants in Indiana.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in R & a Ullom Trust FBO Youth Oppotunnity's focus areas in our free grants database
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