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The Yellow Birch Charitable Trust is a private trust based in INDIANAPOLIS, IN. The foundation received its IRS ruling in 1997. The principal officer is Courtney Hess. It holds total assets of $362K. Annual income is reported at $192K. Total assets have grown from $155K in 2011 to $268K in 2023. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Indiana, New York and Pennsylvania. According to available records, The Yellow Birch Charitable Trust has made 14 grants totaling $94K, with a median grant of $5K. Annual giving has decreased from $33K in 2021 to $21K in 2023. Grantmaking activity was highest in 2022 with $40K distributed across 6 grants. Individual grants have ranged from $2K to $20K, with an average award of $7K. The foundation has supported 7 unique organizations. Grants have been distributed to organizations in Pennsylvania and Indiana. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$6K
Average Grant
$6K
Largest Grant
$10K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The Yellow Birch Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 14 grants. Its grantmaking reaches organizations primarily in PA, IN.
The Yellow Birch Charitable Trust has distributed a total of $94K across 14 grants. The median grant size is $5K, with an average of $7K. Individual grants have ranged from $2K to $20K.
The Yellow Birch Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
The Yellow Birch Charitable Trust is headquartered in INDIANAPOLIS, IN. While based in IN, the foundation distributes grants to organizations across 2 states.
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Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$21K
Total Assets
$268K
Fair Market Value
$638K
Net Worth
$268K
Grants Paid
$21K
Contributions
$14K
Net Investment Income
$8K
Distribution Amount
$25K
Total: $239K
Total Grants
14
Total Giving
$94K
Average Grant
$7K
Median Grant
$5K
Unique Recipients
7
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Beyond BordersContribution Provided | Norristown, PA | $10K | 2023 |
| Open ArmsContribution Provided | Richmond, IN | $5K | 2023 |
| Richmond Friends SchoolContribution Provided | Richmond, IN | $2K | 2023 |
| Townsend CenterContribution Provided | Richmond, IN | $2K | 2023 |
| Girls IncContribution Provided | Richmond, IN | $2K | 2023 |
| Felege Hiywot CenterGeneral Operations | Indianapolis, IN | $5K | 2022 |
| Second HelpingsGeneral Operations | Indianapolis, IN | $2K | 2022 |
INDIANAPOLIS, IN
INDIANAPOLIS, IN
MERRILLVILLE, IN