Robert & Anna Ullom Trust

Muncie, IN
Tax-exempt since Dec. 1998
EIN: 35-6659861

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$90.4k (2024)

Expenses

$49.3k (2024)

Total Assets

$646k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$90,378

Expenses

$49,282

Net Income

$41,096

Net Assets

$645,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,491	29.3%
Sales of Assets	$63,887	70.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,422	92.2%
Compensation of Officers*	$12,262	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$645,893
Total Liabilities	$0
Net Assets	$645,893

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Private Wealth Advi Ors (Trustee)	$12,262	$0

990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$25,655

Expenses

$48,090

Net Income

-$22,435

Net Assets

$606,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,952	66.1%
Sales of Assets	$8,703	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,824	93.2%
Compensation of Officers*	$10,743	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$606,401
Total Liabilities	$0
Net Assets	$606,401

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Private Wlth Adviso (Trustee)	$10,743	$0

990-PF

Filed on April 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$32,132

Expenses

$55,031

Net Income

-$22,899

Net Assets

$628,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,648	42.5%
Sales of Assets	$18,484	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,502	91.8%
Compensation of Officers*	$11,121	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$628,853
Total Liabilities	$0
Net Assets	$628,853

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Private Wlth Adviso (Trustee)	$11,121	$0

990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$44,909

Expenses

$38,494

Net Income

$6,415

Net Assets

$651,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,746	35.1%
Sales of Assets	$29,163	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,342	91.8%
Compensation of Officers*	$10,110	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$651,752
Total Liabilities	$0
Net Assets	$651,752

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Private Wlth Adviso (Trustee)	$10,110	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$37,078

Expenses

$56,602

Net Income

-$19,524

Net Assets

$645,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,641	39.5%
Sales of Assets	$22,437	60.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,219	92.3%
Compensation of Officers*	$8,669	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$645,294
Total Liabilities	$1
Net Assets	$645,293

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Private Wlth Adviso (Trustee)	$8,669	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$26,748

Expenses

$48,199

Net Income

-$21,451

Net Assets

$664,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,182	68.0%
Sales of Assets	$8,566	32.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,372	87.9%
Compensation of Officers*	$8,652	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$664,818
Total Liabilities	$1
Net Assets	$664,817

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Private Wlth Adviso (Trustee)	$8,652	$0

990-PF

Filed on June 1, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$85,716

Expenses

$34,187

Net Income

$51,529

Net Assets

$686,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,975	18.6%
Sales of Assets	$69,741	81.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,192	85.4%
Compensation of Officers*	$8,857	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$686,269
Total Liabilities	$0
Net Assets	$686,269

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Private Wlth Adviso (Trustee)	$8,857	$0

990-PF

Filed on March 21, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$20,732

Expenses

$21,702

Net Income

-$970

Net Assets

$634,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,604	84.9%
Sales of Assets	$3,128	15.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,208	83.9%
Compensation of Officers*	$8,329	38.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$634,740
Total Liabilities	$0
Net Assets	$634,740

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Private Wlth Adviso (Trustee)	$8,329	$0

990-PF

Filed on July 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$26,686

Expenses

$22,590

Net Income

$4,096

Net Assets

$634,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$17,814	66.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$8,872	33.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$7,765	34.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$634,977
Total Liabilities	$0
Net Assets	$634,977

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$25,502

Expenses

$21,826

Net Income

$3,676

Net Assets

$630,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$18,895	74.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,607	25.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$630,849
Total Liabilities	$0
Net Assets	$630,849

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$48,111

Expenses

$21,849

Net Income

$26,262

Net Assets

$627,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$18,761	39.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$29,350	61.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$7,143	32.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$627,173
Total Liabilities	$0
Net Assets	$627,173

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$28,101

Expenses

$20,183

Net Income

$7,918

Net Assets

$600,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$16,675	59.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$11,426	40.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$7,433	36.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$600,911
Total Liabilities	$0
Net Assets	$600,911

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$18,141

Expenses

$21,124

Net Income

-$2,983

Net Assets

$592,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$18,119	99.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$22	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,256	29.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$592,993
Total Liabilities	$0
Net Assets	$592,993

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$11,139

Expenses

$20,126

Net Income

-$8,987

Net Assets

$595,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$16,649	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$5,598
Net Inventory Sales	$0
Other Revenue	$88	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,132	30.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$595,976
Total Liabilities	$0
Net Assets	$595,976

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Robert & Anna Ullom Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $90.4k (2024)

Expenses $49.3k (2024)

Total Assets $646k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$90.4k (2024)

Expenses

$49.3k (2024)

Total Assets

$646k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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