Gertrude Hale Memorial Scholarship Trust

NORWICH, NY EIN: 14-6138824

Gertrude Hale Memorial Scholarship Trust is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $144K in total assets. In 2024, it awarded 6 grants totaling $9K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$144K

-2.7% YoY

Annual Giving

$9K

+24.3% YoY

Grant Count

6

+50.0% YoY

Avg Grant Size

$1K

-17.2% YoY

About Gertrude Hale Memorial Scholarship Trust

Based on IRS filings

Gertrude Hale Memorial Scholarship Trust is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $144K in total assets. In 2024, it awarded 6 grants totaling $9K. Net investment income was $5K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AlbanyBrockportGenevaJohnstownKnoxvilleLexingtonLoudonvilleNewarkPhoenixRadfordRochesterStorrsTroyUtica

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3K$6K$10K$13K20202021202220232024
Metric202420232022
Total Assets$144,187$148,210$151,934
Revenue$7,607$6,102$4,381
Expenses$11,605$9,804$11,325
Qualifying Distributions$9,620$7,925$9,260
Net Investment Income$5,322$4,240$2,835
Distributable Amount$8,478$7,682$8,459

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$9K6 grants20206 grants20217 grants20224 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

HUDSON VALLEY COMMUNITY …$3KUNIVERSITY OF CONNECTICUT$2KFULTON MONTGOMERY COMMUN…$2KUTICA UNIVERSITY$800RADFORD UNIVERSITY$800UNIVERSITY OF TENNESSEE$800

Grant Size Distribution

29 grants across all recorded years

29<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NBT BANK NATRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
NBT BANK NATRUSTEE1$2,042

Related Funders

Similar funders by location and focus area

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

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