The Yellow Birch Charitable Trust
The Yellow Birch Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in INDIANAPOLIS, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $383K in total assets. In 2024, it awarded 5 grants totaling $40K. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$383K
+43.2% YoY
Annual Giving
$40K
+90.5% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$8K
+90.5% YoY
About The Yellow Birch Charitable Trust
Based on IRS filings
The Yellow Birch Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in INDIANAPOLIS, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $383K in total assets. In 2024, it awarded 5 grants totaling $40K. Net investment income was $4K.
Focus Areas
Ready to take the next step with The Yellow Birch Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $383,280 | $267,678 | $237,202 |
| Revenue | $134,876 | $51,517 | $-47,981 |
| Expenses | $40,000 | $21,041 | $21,012 |
| Qualifying Distributions | $40,000 | $21,041 | $21,012 |
| Net Investment Income | $4,425 | $7,992 | $5,231 |
| Distributable Amount | $36,616 | $24,990 | $25,224 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
20 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 |
|---|---|---|---|
| Courtney Hess | Trustee | 1 | — |
| Aletha Stahl | Trustee | 1 | — |
| Jim Sizelove | Trustee | 1 | — |
| Eric Unzicker | Trustee | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Lupke Foundation Inc Agency
FORT WAYNE, IN
Assets
$1.4M
Grants
22
Total Given
$76K
Harold Ellison Tuw for Jones Cemetery 002189
MUNCIE, IN
Assets
$442K
Grants
1
Total Given
$9K
John Carroll Club of South Bend Inc
SOUTH BEND, IN
Assets
—
Grants
1
Total Given
$220K
Buchanan-clements Foundation Inc
COLUMBUS, IN
Assets
$261K
Grants
3
Total Given
$16K
Harold Ellison Scholarship Fund 002188
MUNCIE, IN
Assets
$1.1M
Grants
1
Total Given
$62K
Alatash Foundation Inc
DYER, IN
Assets
$15K
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Yellow Birch Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities