Bernice M Carpenter Scholarship Tr

Foundation · Grantmaker Newport, VT EIN: 99-6202676

Bernice M Carpenter Scholarship Tr is a private foundation focused on Education, based in Newport, VT. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $496K in total assets. In 2025, it awarded 7 grants totaling $28K. Net investment income was $13K.

Key facts about Bernice M Carpenter Scholarship Tr

In short: Bernice M Carpenter Scholarship Tr gave $28K across 7 grants in 2025 (avg $4K), top state Vermont. Source: 2025 IRS Form 990-PF.

EIN
99-6202676
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$27,500
Grants made (2025)
7
Average grant
$3,929
Median grant
$3,500
Total assets
$496,350
Primary geography
Vermont (49% 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

$496K

+1.1% YoY

Annual Giving

$28K

+467.0% YoY

Grant Count

7

+75.0% YoY

Avg Grant Size

$4K

+224.0% YoY

Under IRS private-foundation payout rules, Bernice M Carpenter Scholarship Tr reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.

How Bernice M Carpenter Scholarship Tr gives

  • In 2025 it paid out 125% of its IRS minimum distribution (the 5% rule). Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 7 itemized 2025 grant dollars.

Cities

BurlingtonBaltimoreColchesterGenevaJohnsonKingstonNew LondonNew YorkRochester

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K0 grants20234 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

University of Vermont: $8KUniversity of Vermont$8KUniversity of Rhode Island: $4KUniversity of Rhode Island$4KUniversity of Edinburgh: $4KUniversity of Edinburgh$4KGoucher College: $4KGoucher College$4KChamplain College: $3KChamplain College$3KVermont State University: $3KVermont State University$3KHobart and William Smith Colleges: $3KHobart and William SmithColleges$3K

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UNIVERSITY OF VERMONT Burlington, VTSCHOLARSHIP$7,500
UNIVERSITY OF RHODE ISLAND Kingston, RISCHOLARSHIP$4,000
UNIVERSITY OF EDINBURGH New York, NYSCHOLARSHIP$4,000
GOUCHER COLLEGE Baltimore, MDSCHOLARSHIP$3,500
CHAMPLAIN COLLEGE Burlington, VTSCHOLARSHIP$3,000
VERMONT STATE UNIVERSITY Johnson, VTSCHOLARSHIP$3,000
HOBART AND WILLIAM SMITH COLLEGES Geneva, NYSCHOLARSHIP$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202320242025
Metric202520242023
Total Assets$496,350$490,890$164,121
Revenue$40,822$369,373$164,281
Expenses$36,162$10,363—
Qualifying Distributions$30,533$6,010—
Net Investment Income$12,791$36,088$160
Distributable Amount$24,344$9,380$53

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  3. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
  7. IRS filings on file for fiscal years 2023–2024

Frequently asked questions about Bernice M Carpenter Scholarship Tr

How much does Bernice M Carpenter Scholarship Tr give each year?

Bernice M Carpenter Scholarship Tr gave $28K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 4 grants.

What is Bernice M Carpenter Scholarship Tr's typical grant size?

Bernice M Carpenter Scholarship Tr's median grant in 2025 was $3,500, and its average grant was $3,929, across 7 grants on its 2025 IRS Form 990-PF.

Where does Bernice M Carpenter Scholarship Tr give grants?

Bernice M Carpenter Scholarship Tr's top state is Vermont, with 49% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (24%) and Rhode Island (15%). The most frequent recipient cities were Burlington, VT (2 grants).

Does Bernice M Carpenter Scholarship Tr give general operating support?

Not in 2025: none of the 7 grants with a stated purpose on Bernice M Carpenter Scholarship Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (7 grants).

Who are Bernice M Carpenter Scholarship Tr's largest grantees?

Bernice M Carpenter Scholarship Tr's largest 2025 grantees include University of Vermont ($7,500), University of Rhode Island ($4,000) and University of Edinburgh ($4,000), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.

How large is Bernice M Carpenter Scholarship Tr?

Bernice M Carpenter Scholarship Tr reported $496K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).

What is Bernice M Carpenter Scholarship Tr?

Bernice M Carpenter Scholarship Tr is a private foundation focused on Education, based in Newport, VT. It holds $496K in total assets as of 2025.

What is Bernice M Carpenter Scholarship Tr's EIN?

Bernice M Carpenter Scholarship Tr's EIN (Employer Identification Number) is 99-6202676. IRS Form 990 filing data is available on this page for 2023–2025.

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

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