George H Fearons III Charitable Trust

Private foundation · Grantmaker New York, NY EIN: 45-2899447

George H Fearons III Charitable Trust is a private foundation, based in New York, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $13.5M in total assets. In 2025, it awarded 5 grants totaling $775K. Net investment income was $1.1M.

Key facts about George H Fearons III Charitable Trust

In short: George H Fearons III Charitable Trust gave $775K across 5 grants in 2025 (avg $155K), mostly in Vermont. Source: 2025 IRS Form 990-PF.

EIN
45-2899447
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$775,122
Grants made (2025)
5
Average grant
$155,024
Median grant
$85,496
Total assets
$13,472,560
Primary geography
Vermont (85% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$13.5M

+2.1% YoY

Annual Giving

$775K

+13.2% YoY

Grant Count

5

+150.0% YoY

Avg Grant Size

$155K

-54.7% YoY

Under IRS private-foundation payout rules, George H Fearons III Charitable Trust reported a distributable amount of $760K for 2025 — the minimum it must pay out in qualifying distributions.

How George H Fearons III Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 108% 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

4states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

BartonBurlingtonLos AngelesSt MeinradWestchester

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M2 grants2021 2 grants2022 2 grants2023 2 grants2024 5 grants2025

From 2021 to 2025, annual grant giving ranged from $600K (2021) to $884K (2022). In 2025 it made 5 grants totaling $775K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Roman Catholic Diocese of Burlington: $367KRoman Catholic Diocese ofBurlington$367KUniversity of Vermont Medical Center Inc: $292KUniversity of Vermont MedicalCenter Inc$292KMount Saint Marys University: $85KMount Saint Marys University$85KSaint Meinrad Seminary: $31KSaint Meinrad Seminary$31KFollett Higher Education Group: $329Follett Higher Education Group$329

The largest 2025 recipient was Roman Catholic Diocese of Burlington ($367K). Together the top 5 received $775K.

Grant Size Distribution

13 grants across all recorded years

3<$50K2$50–100K2$100–250K2$250–500K4$500K–1M$1–5M$5M+

The most common grant size was in the $500K–1M range: 4 grants of 13 (31%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Roman Catholic Diocese of Burlington Barton, VTGeneral Support Grant$367,176
University of Vermont Medical Center Inc Burlington, VTGeneral Support Grant$291,620
Mount Saint Marys University Los Angeles, CAGeneral Support Purposes$85,496
Saint Meinrad Seminary St Meinrad, INGeneral Support Purposes$30,501
Follett Higher Education Group Westchester, ILGeneral Support Purposes$329

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$13,472,560$13,195,056$12,871,723
Revenue$1,136,585$1,601,791$1,018,264
Expenses$931,505$807,256$735,340
Qualifying Distributions$823,693$730,519$648,223
Net Investment Income$1,056,150$1,525,054$941,934
Distributable Amount$759,979$688,249$616,093

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS December 3, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS December 14, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS December 13, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS December 12, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS December 12, 2025)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

George H Fearons III Charitable Trust's only listed officer is Deutsche Bank Trust Company N A, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Deutsche Bank Trust Company N A

    Trustee

    On filings since 2021

    10 hrs/week

    $112K (2021) → $121K (2025)

Data from IRS Form 990 filings, 2021–2025. "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

Deutsche Bank Trust Company N a — Trustee: $121KDeutsche Bank Trust…Trustee$121K

The highest reported compensation on the 2025 filing was $121K, to Deutsche Bank Trust Company N a (Trustee).

Frequently asked questions about George H Fearons III Charitable Trust

How much does George H Fearons III Charitable Trust give each year?

George H Fearons III Charitable Trust gave $775K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $685K across 2 grants.

What is George H Fearons III Charitable Trust's typical grant size?

George H Fearons III Charitable Trust's median grant in 2025 was $85,496, and its average grant was $155,024, across 5 grants on its 2025 IRS Form 990-PF.

Where does George H Fearons III Charitable Trust give grants?

George H Fearons III Charitable Trust gives mostly in Vermont: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (11%).

Does George H Fearons III Charitable Trust give general operating support?

Yes: 100% of George H Fearons III Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are George H Fearons III Charitable Trust's largest grantees?

George H Fearons III Charitable Trust's largest 2025 grantees include Roman Catholic Diocese of Burlington ($367,176), University of Vermont Medical Center Inc ($291,620) and Mount Saint Marys University ($85,496), according to its 2025 IRS Form 990-PF. Together they received 96% of its itemized 2025 grant dollars.

How large is George H Fearons III Charitable Trust?

George H Fearons III Charitable Trust reported $13.5M in total assets on its 2025 IRS Form 990-PF. It paid out $824K in qualifying distributions that year, against a required minimum of $760K (roughly 5% of its investment assets).

What is George H Fearons III Charitable Trust's EIN?

George H Fearons III Charitable Trust's EIN (Employer Identification Number) is 45-2899447. IRS Form 990 filing data is available on this page for 2021–2025.

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

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