The Yellow Birch Charitable Trust
- Assets
- $306.2k
- Revenue
- $71.2k
- Investments
- $273.5k
- Employees
- 0
- Location
- Indianapolis, IN
- Founding
- 10/1997
- Data as of
- 12/2021
- EIN
- 35-2024449
Organization Overview
The Yellow Birch Charitable Trust is located in Indianapolis, IN. The organization was established in 1997. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Yellow Birch Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Yellow Birch Charitable Trust generated $71.2k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 28.9% each year . All expenses for the organization totaled $34.8k during the year ending 12/2021. While expenses have increased by 25.4% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jim Sizelove Trustee | 1 | $0 | |
Eric Unzicker Trustee | 0.5 | $0 | |
Courtney Hess Trustee | 1 | $0 | |
Aletha Stahl Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $17,000 |
| Interest on Savings | $6 |
| Dividends & Interest | $5,453 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $41,875 |
| Capital Gain Net Income | $41,875 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $71,150 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $731 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $418 |
| Other expenses | $0 |
| Total operating and administrative expenses | $1,807 |
| Contributions, gifts, grants paid | $33,000 |
| Total expenses and disbursements | $34,807 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $32,711 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $306,195 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Yellow Birch Charitable Trust has awarded $33,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Norristown, PA PURPOSE: GENERAL FUND | $20,000 |
Indianapolis, IN PURPOSE: GENERAL FUNDING | $8,000 |
Indianapolis, IN PURPOSE: GENERAL FUNDING | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Vela Education Fund Glencoe, IL | $4,855,969 | $13,247,569 |
Porter County Government Charitable Nonprofit Foundation Inc Valparaiso, IN | $195,277,590 | $7,720,193 |
Coxhealth Foundation Springfield, MO | $33,244,463 | $11,374,415 |
Bass Pro Shops & Cabelas Outdoor Fund Springfield, MO | $14,575,213 | $9,618,697 |
Community Foundation For The Land Of Lincoln Inc Springfield, IL | $62,800,465 | $16,636,147 |
Steve Stricker American Family Insurance Foundation Inc Madison, WI | $5,745,517 | $4,719,862 |
Chicago Cubs Charities Chicago, IL | $11,765,252 | $2,315,259 |
Delta Dental Of Illinois Foundation Naperville, IL | $25,024,389 | $3,455,775 |
Hope Gospel Mission Inc Eau Claire, WI | $10,860,307 | $6,194,588 |
Chicago Scholarship Fund Inc Chicago, IL | $0 | $5,200,805 |
Mercy Health Corporation Rockford, IL | $1,246,524,503 | $10,286,365 |
Columbia St Marys Foundation Inc St Louis, MO | $44,777,038 | $4,064,504 |