Ernest O Guertin Trust is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $398K in total assets. In 2025, it awarded 4 grants totaling $19K. Net investment income was $37K.
Key facts about Ernest O Guertin Trust
In short: Ernest O Guertin Trust gave $19K across 4 grants in 2025 (avg $5K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.
- EIN
- 02-6075479
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $18,641
- Grants made (2025)
- 4
- Average grant
- $4,660
- Median grant
- $2,423
- Total assets
- $398,204
- Primary geography
- New Hampshire (74% 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
$398K
+3.8% YoY
Annual Giving
$19K
+8.9% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$5K
+8.9% YoY
Under IRS private-foundation payout rules, Ernest O Guertin Trust reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
How Ernest O Guertin Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of all 4 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $12K (2019) to $21K (2022). In 2025 it made 4 grants totaling $19K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Dartmouth College ($11K). Together the top 4 received $19K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dartmouth College Hanover, NH | Scholarships | $11,372 |
| Crotched Mountain Rehabilitation Ctr Greenfield, NH | Unrestricted General | $2,423 |
| St Joseph's Indian School Chamberlain, SD | Unrestricted General | $2,423 |
| St Jude Children's Research Hospital Memphis, TN | Unrestricted General | $2,423 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $398,204 | $383,521 | $369,972 |
| Revenue | $42,529 | $39,375 | $11,246 |
| Expenses | $27,960 | $25,417 | $24,546 |
| Qualifying Distributions | $21,871 | $20,200 | $19,905 |
| Net Investment Income | $37,145 | $33,868 | $5,417 |
| Distributable Amount | $23,014 | $21,724 | $19,947 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Ernest O Guertin Trust's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$5K (2019) → $7K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Bank of America (Trustee).
Frequently asked questions about Ernest O Guertin Trust
How much does Ernest O Guertin Trust give each year?
Ernest O Guertin Trust gave $19K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 4 grants.
What is Ernest O Guertin Trust's typical grant size?
Ernest O Guertin Trust's median grant in 2025 was $2,423, and its average grant was $4,660, across 4 grants on its 2025 IRS Form 990-PF.
Where does Ernest O Guertin Trust give grants?
Ernest O Guertin Trust gives mostly in New Hampshire: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were South Dakota (13%) and Tennessee (13%).
Does Ernest O Guertin Trust give general operating support?
Yes: 75% of Ernest O Guertin Trust's 2025 grants with a stated purpose (3 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Ernest O Guertin Trust?
Ernest O Guertin Trust reported $398K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
What is Ernest O Guertin Trust?
Ernest O Guertin Trust is a private foundation focused on Education, based in Dallas, TX. It holds $398K in total assets as of 2025.
What is Ernest O Guertin Trust's EIN?
Ernest O Guertin Trust's EIN (Employer Identification Number) is 02-6075479. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Ernest O Guertin Trust by hand.
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