The Yellow Birch Charitable Trust

Private foundation · Grantmaker Indianapolis, IN EIN: 35-2024449

The Yellow Birch Charitable Trust is a private foundation, based in Indianapolis, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $362K in total assets. In 2025, it awarded 7 grants totaling $42K. Net investment income was $2K.

Key facts about The Yellow Birch Charitable Trust

In short: The Yellow Birch Charitable Trust gave $42K across 7 grants in 2025 (avg $6K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

EIN
35-2024449
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$42,000
Grants made (2025)
7
Average grant
$6,000
Median grant
$5,000
Total assets
$362,155
Primary geography
Indiana (76% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$362K

-5.5% YoY

Annual Giving

$42K

+5.0% YoY

Grant Count

7

+40.0% YoY

Avg Grant Size

$6K

-25.0% YoY

Under IRS private-foundation payout rules, The Yellow Birch Charitable Trust reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.

How The Yellow Birch Charitable Trust gives

  • Giving grew 110% from 2022 to 2025. Method
  • In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with The Yellow Birch Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

RichmondIndianapolisNorristownLafayetteNYCWest Lafayette

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K4 grants2020 3 grants2021 3 grants2022 5 grants2023 5 grants2024 7 grants2025

From 2020 to 2025, annual grant giving ranged from $20K (2022) to $42K (2025). In 2025 it made 7 grants totaling $42K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Beyond Borders: $10KBeyond Borders$10KFelege Hiywot: $10KFelege Hiywot$10KLafayette Urban Ministries: $5KLafayette Urban Ministries$5KAmigos: $5KAmigos$5KFreedom School: $5KFreedom School$5KOpen Arms: $4KOpen Arms$4KGirls Inc: $4KGirls Inc$4K

The largest 2025 recipient was Beyond Borders ($10K). Together the top 7 received $42K.

Grant Size Distribution

23 grants across all recorded years

23<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 23 grants of 23 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Beyond Borders Norristown, PAContribution Provided$10,000
Felege Hiywot Indianapolis, INGeneral Donation$10,000
Lafayette Urban Ministries Lafayette, INGeneral Contribution$5,000
Amigos Richmond, INGeneral Operating$5,000
Freedom School West Lafayette, INGeneral Operating$5,000
Open Arms Richmond, INContribution Provided$3,500
Girls Inc Richmond, INContribution Provided$3,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$362,155$383,280$267,678
Revenue$25,243$134,876$51,517
Expenses$46,366$40,000$21,041
Qualifying Distributions$46,366$40,000$21,041
Net Investment Income$2,142$4,425$7,992
Distributable Amount$43,259$36,616$24,990

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 25, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 22, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 25, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 26, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)

Leadership & Key People

Officers and directors from IRS filings

The Yellow Birch Charitable Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Aletha Stahl

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Courtney Hess

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Eric Unzicker

    Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Jim Sizelove

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

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.

Frequently asked questions about The Yellow Birch Charitable Trust

How much does The Yellow Birch Charitable Trust give each year?

The Yellow Birch Charitable Trust gave $42K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 5 grants.

What is The Yellow Birch Charitable Trust's typical grant size?

The Yellow Birch Charitable Trust's median grant in 2025 was $5,000, and its average grant was $6,000, across 7 grants on its 2025 IRS Form 990-PF.

Where does The Yellow Birch Charitable Trust give grants?

The Yellow Birch Charitable Trust gives mostly in Indiana: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (24%). The most frequent recipient cities were Richmond, IN (3 grants).

Does The Yellow Birch Charitable Trust give general operating support?

Yes: 57% of The Yellow Birch Charitable Trust's 2025 grants with a stated purpose (4 of 7) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Contribution Provided" (3 grants).

Who are The Yellow Birch Charitable Trust's largest grantees?

The Yellow Birch Charitable Trust's largest 2025 grantees include Beyond Borders ($10,000), Felege Hiywot ($10,000) and Lafayette Urban Ministries ($5,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is The Yellow Birch Charitable Trust?

The Yellow Birch Charitable Trust reported $362K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).

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 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching The Yellow Birch Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in The Yellow Birch Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Central Indiana Community Foundation Inc

Indianapolis, IN

CICF supports a range of charitable work through its funds and partner entities, including youth programs, housing, social services, environmental equity, and services for older adults, primarily in Central Indiana. Its 2024 grants had a median award of $25,000, though amounts varied widely. CICF does not award grants directly; most competitive opportunities use its grants portal, while the Hamilton County Multi-Year Partner Grant is invitation-only and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$583.5M

Grants

525

Total Given

$31.1M

American Water Charitable Foundationinc

Camden, NJ

The American Water Charitable Foundation funds water and environmental projects, as well as work in education, workforce readiness, and community support; its 2025 grants had a median of $5,000 and ranged from $500 to $614,954. Applicants must operate in or directly benefit an American Water service territory, and giving is not restricted to preselected organizations; some programs are invitation-only.

Assets

$81.8M

Grants

374

Total Given

$5.5M

United Way of Central Indiana Inc

Indianapolis, IN

United Way of Central Indiana funds basic needs, family opportunity, economic mobility, early learning, housing, and human-services-sector support, primarily in Boone, Hamilton, Hancock, Hendricks, Marion, Morgan, and Putnam counties. Its 2025 grants had a median of $16,238, while current Basic Needs and Family Opportunity awards range from $8,500 to $150,000; those funds accept applications from nonprofits outside its accredited partner network, but the profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$255.2M

Grants

370

Total Given

$29.9M

Healthcare Initiatives Inc

Indianapolis, IN

Healthcare Initiatives Inc funds nonprofit programs advancing human health and well-being, including health education, healthy-lifestyle information, and medical services. Its 2024 grants ranged from $2,500 to $50,000, with a median of $5,000; most funding went to Indiana, with some grants reported in other states. It funds only preselected organizations and does not accept unsolicited requests.

Health

Assets

$19.9M

Grants

53

Total Given

$665K

Betley Foundation

Indianapolis, IN

Assets

$393K

Grants

6

Total Given

$23K

Aetna Foundation Inc

Hartford, CT

Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.

Assets

—

Grants

65

Total Given

$7.2M

Lilly Endowment Inc

Indianapolis, IN

Lilly Endowment funds community development, education and youth, and religion, with a national reach—especially in religion—and a particular commitment to Indianapolis and Indiana. Its 2025 grants had a median of $100,000, though awards ranged widely; the profile does not state whether it accepts unsolicited requests.

Assets

$105.9B

Grants

2,285

Total Given

$3.9B

Arthur Dean Family Foundation Inc

Indianapolis, IN

The foundation funds relational programs supporting youth ages 5–25 in education, youth development, and employment and career pathways in Hamilton, Marion, and Whitley Counties, Indiana. Its 2025 grants ranged from $250 to $241,000, with a median of $70,000. It does not accept unsolicited requests; grants are invitation-only, and it is currently not accepting inquiries from potential new partners.

Assets

$86.1M

Grants

47

Total Given

$3.7M

The Stamm Koechlein Family Foundation

Richmond, IN

The Stamm Koechlein Family Foundation supports nonprofits that strengthen community life, especially by expanding opportunities for young people, and also funds community, education, arts, health, and environmental work. Grants typically average about $10,000, with requests commonly ranging from $5,000 to $20,000; its focus is Richmond and surrounding communities, though it has also funded organizations elsewhere. It does not accept unsolicited requests, and organizations outside Wayne County must be invited to apply.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.7M

Grants

34

Total Given

$345K

Samerian Foundation Inc

Indianapolis, IN

The Samerian Foundation supports education, health, youth, economic and community development, humanitarian work, and other quality-of-life efforts, primarily in Central Indiana, with some grants elsewhere and internationally. Its 2024 grants ranged from $1,000 to $2 million, with a median of $5,000; its listed grant program offers awards up to $5,000. It welcomes applications from 501(c)(3) organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$69.3M

Grants

93

Total Given

$4.9M

National Collegiate Athletic Association

Indianapolis, IN

The NCAA funds college sports, including member conferences and schools, championships, student-athlete programs, coaching and athletics administration, and academic initiatives. Its 2025 grants ranged from $5,000 to $61.9 million, with a median of $16,228; recipients were across the United States, with the largest reported shares in Texas, North Carolina, Illinois, and Alabama. The profile does not state whether the NCAA accepts unsolicited requests.

Assets

$1.1B

Grants

591

Total Given

$627.8M

University of Notre Dame du Lac

Notre Dame, IN

The University of Notre Dame supports Catholic education, student life, academics, athletics, research, and nonprofit and institutional projects; its 2025 grants had a median of $30,480, though amounts varied widely. Giving is concentrated in Florida and Indiana, with support also going to organizations elsewhere in the U.S.; the profile does not state whether it accepts unsolicited general requests.

Education

Assets

$29.6B

Grants

462

Total Given

$84.8M

More Funders in Indiana

The Yellow Birch Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?