Bernie H & Mary Humphrey Scholarship Trust

HAMILTON, OH EIN: 35-6527663

Bernie H & Mary Humphrey Scholarship Trust is a private foundation, based in HAMILTON, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $113K in total assets. In 2025, it awarded 5 grants totaling $7K. Net investment income was $8K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$113K

-0.3% YoY

Annual Giving

$7K

+12.5% YoY

Grant Count

+25.0% YoY

Avg Grant Size

$1K

-10.0% YoY

Under IRS private-foundation payout rules, Bernie H & Mary Humphrey Scholarship Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

About Bernie H & Mary Humphrey Scholarship Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $34K (100%)

States

Indiana

Cities

BloomingtonColumbusHanoverIndianapolisMarionMuncieWest Lafayette

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$112,784	$113,179	$115,705
Revenue	$9,323	$6,236	$1,936
Expenses	$9,719	$8,762	$12,464
Qualifying Distributions	$8,349	$7,522	$11,187
Net Investment Income	$7,967	$4,996	$1,748
Distributable Amount	$7,685	$7,057	$6,995

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Grant Size Distribution

23 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Purdue University ($1,500), Purdue University ($1,500), Ball State University ($1,500).

Recipient	Purpose	Amount
PURDUE UNIVERSITY WEST LAFAYETTE, IN	EDUCATIONAL SCHOLARSHIP	$1,500
PURDUE UNIVERSITY WEST LAFAYETTE, IN	EDUCATIONAL SCHOLARSHIP	$1,500
INDIANA UNIVERSITY BLOOMINGTON, IN	EDUCATIONAL SCHOLARSHIP	$750
BALL STATE UNIVERSITY MUNCIE, IN	EDUCATIONAL SCHOLARSHIP	$1,500
INDIANA WESLEYAN UNIVERSITY MARION, IN	EDUCATIONAL SCHOLARSHIP	$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Bernie H & Mary Humphrey Scholarship Trust?

As of 2025, Bernie H & Mary Humphrey Scholarship Trust holds $113K in total assets with $9K in annual revenue. It awarded 5 grants totaling $7K in 2025.

Where does Bernie H & Mary Humphrey Scholarship Trust operate?

Bernie H & Mary Humphrey Scholarship Trust has awarded grants in Indiana.

What size grants does Bernie H & Mary Humphrey Scholarship Trust award?

In 2025, Bernie H & Mary Humphrey Scholarship Trust awarded 5 grants totaling $7K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Bernie H & Mary Humphrey Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Bernie H & Mary Humphrey Scholarship Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bernie H & Mary Humphrey Scholarship Trust's EIN?

Bernie H & Mary Humphrey Scholarship Trust's EIN (Employer Identification Number) is 35-6527663. IRS Form 990 filing data is available on this page for 2020–2025.