The Yellow Birch Charitable Trust
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.
The Yellow Birch Charitable Trust at a glance
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.
- Annual giving (2025)
- $42,000
- +5.0% vs 2024
- Grants made (2025)
- 7
- +40.0% vs 2024
- Average grant
- $6,000
- -25.0% vs 2024
- Median grant
- $5,000
- Total assets
- $362,155
- -5.5% vs 2024
- Primary geography
- Indiana (76% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Yellow Birch Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Beyond Borders ($10K). Together the top 7 received $42K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2022) to $42K (2025). In 2025 it made 7 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beyond Borders Norristown, PA | Contribution Provided | $10,000 |
| Felege Hiywot Indianapolis, IN | General Donation | $10,000 |
| Lafayette Urban Ministries Lafayette, IN | General Contribution | $5,000 |
| Amigos Richmond, IN | General Operating | $5,000 |
| Freedom School West Lafayette, IN | General Operating | $5,000 |
| Open Arms Richmond, IN | Contribution Provided | $3,500 |
| Girls Inc Richmond, IN | Contribution Provided | $3,500 |
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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 | $362,155 | $25,243 | $46,366 | $42,000 | 7 | $46,366 | $2,142 | $43,259 |
| 2024 | $383,280 | $134,876 | $40,000 | $40,000 | 5 | $40,000 | $4,425 | $36,616 |
| 2023 | $267,678 | $51,517 | $21,041 | $21,000 | 5 | $21,041 | $7,992 | $24,990 |
| 2022 | $237,202 | $-47,981 | $21,012 | $20,000 | 3 | $21,012 | $5,231 | $25,224 |
| 2021 | $306,195 | $71,150 | $34,807 | $33,000 | 3 | $34,807 | $52,343 | $31,739 |
| 2020 | $269,852 | $61,425 | $23,117 | $23,000 | 4 | — | $47,308 | $21,782 |
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.
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 25, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 26, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Live grants for the work The Yellow Birch Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Yellow Birch Charitable Trust's focus areas in our free grants database
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