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
Under IRS private-foundation payout rules, The Yellow Birch Charitable Trust reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.
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
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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
Among its reported 2024 grants, the largest include Beyond Borders ($20,000), Open Arms ($5,000), Girls Inc ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Open Arms Richmond, IN | Contribution Provided | $5,000 |
| Beyond Borders Norristown, PA | Contribution Provided | $20,000 |
| Girls Inc Richmond, IN | Contribution Provided | $5,000 |
| Lafayette Urban Ministries Lafayette, IN | General Contribution | $5,000 |
| Felege Hiywot Indianapolis, IN | General Donation | $5,000 |
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
Frequently Asked Questions
What is The Yellow Birch Charitable Trust?
The Yellow Birch Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in INDIANAPOLIS, IN. It holds $383K in total assets as of 2024.
How large is The Yellow Birch Charitable Trust?
As of 2024, The Yellow Birch Charitable Trust holds $383K in total assets with $135K in annual revenue. It awarded 5 grants totaling $40K in 2024.
Where does The Yellow Birch Charitable Trust operate?
The Yellow Birch Charitable Trust has awarded grants in Indiana, New York, Pennsylvania.
What size grants does The Yellow Birch Charitable Trust award?
In 2024, The Yellow Birch Charitable Trust awarded 5 grants totaling $40K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is The Yellow Birch Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Yellow Birch Charitable Trust reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Yellow Birch Charitable Trust's EIN?
The Yellow Birch Charitable Trust's EIN (Employer Identification Number) is 35-2024449. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Yellow Birch Charitable 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.
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