The Yellow Birch Charitable Trust
INDIANAPOLIS, IN EIN: 35-2024449
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does The Yellow Birch Charitable Trust fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Pennsylvania $68K (50%)
Indiana $67K (49%)
New York $2K (1%)
States
Cities
IndianapolisLafayetteNorristownNycRichmond
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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