Bernice M Carpenter Scholarship Tr is a private foundation focused on Education, based in NEWPORT, VT. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $491K in total assets. In 2024, it awarded 4 grants totaling $5K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$491K
+199.1% YoY
Annual Giving
$5K
Grant Count
4
Avg Grant Size
$1K
Under IRS private-foundation payout rules, Bernice M Carpenter Scholarship Tr reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernice M Carpenter Scholarship Tr
Based on IRS filings
Bernice M Carpenter Scholarship Tr is a private foundation focused on Education, based in NEWPORT, VT. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $491K in total assets. In 2024, it awarded 4 grants totaling $5K. Net investment income was $36K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $490,890 | $164,121 |
| Revenue | $369,373 | $164,281 |
| Expenses | $10,363 | — |
| Qualifying Distributions | $6,010 | — |
| Net Investment Income | $36,088 | $160 |
| Distributable Amount | $9,380 | $53 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Saint Michael's College ($2,000), Colby Sawyer College ($1,000), University of Vermont ($925).
| Recipient | Purpose | Amount |
|---|---|---|
| COLBY SAWYER COLLEGE NEW LONDON, NH | SCHOLARSHIP | $1,000 |
| SAINT MICHAEL'S COLLEGE COLCHESTER, VT | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF VERMONT BURLINGTON, VT | SCHOLARSHIP | $925 |
| ROCHESTER INSTITUTE OF TECHNOLOGY ROCHESTER, NY | SCHOLARSHIP | $925 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $491K in total assets as of 2024.
How large is Bernice M Carpenter Scholarship Tr?
As of 2024, Bernice M Carpenter Scholarship Tr holds $491K in total assets with $369K in annual revenue. It awarded 4 grants totaling $5K in 2024.
Where does Bernice M Carpenter Scholarship Tr operate?
Bernice M Carpenter Scholarship Tr has awarded grants in New Hampshire, New York, Vermont.
What size grants does Bernice M Carpenter Scholarship Tr award?
In 2024, Bernice M Carpenter Scholarship Tr awarded 4 grants totaling $5K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Bernice M Carpenter Scholarship Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernice M Carpenter Scholarship Tr reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2023–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.