Gertrude Hale Memorial Scholarship Trust
Gertrude Hale Memorial Scholarship Trust is a private foundation, based in Norwich, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $144K in total assets. In 2025, it awarded 3 grants totaling $8K. Net investment income was $8K.
Gertrude Hale Memorial Scholarship Trust at a glance
In short: Gertrude Hale Memorial Scholarship Trust gave $8K across 3 grants in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,325
- -3.6% vs 2024
- Grants made (2025)
- 3
- -50.0% vs 2024
- Average grant
- $2,775
- +92.8% vs 2024
- Median grant
- $2,825
- Total assets
- $143,652
- -0.4% vs 2024
- Primary geography
- New York (66% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Gertrude Hale Memorial Scholarship Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Capella University ($3K). Together the top 2 received $5K.
Organizations only. It also paid 1 individual scholarship ($3,500), which are not listed by name.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Gertrude Hale Memorial Scholarship Trust gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 97% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $4K (2020) to $9K (2024). In 2025 it made 3 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $3,500 |
| Capella University Chicago, IL | Scholarship | $2,825 |
| University at Buffalo Buffalo, NY | Scholarship | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $143,652 | $11,244 | $11,725 | $8,325 | 3 | $9,645 | $7,739 | $9,933 |
| 2024 | $144,187 | $7,607 | $11,605 | $8,636 | 6 | $9,620 | $5,322 | $8,478 |
| 2023 | $148,210 | $6,102 | $9,804 | $6,950 | 4 | $7,925 | $4,240 | $7,682 |
| 2022 | $151,934 | $4,381 | $11,325 | $8,272 | 7 | $9,260 | $2,835 | $8,459 |
| 2021 | $158,900 | $10,524 | $8,325 | $5,150 | 6 | $6,161 | $8,403 | $9,064 |
| 2020 | $156,734 | $5,379 | $6,623 | $3,775 | 6 | — | $3,084 | $8,017 |
| 2019 | $158,016 | $6,596 | $8,518 | $4,800 | 6 | — | $4,656 | $7,968 |
Under IRS private-foundation payout rules, Gertrude Hale Memorial Scholarship Trust reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gertrude Hale Memorial Scholarship Trust's only listed officer is NBT Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
NBT Bank NA
Trustee
On filings since 2019
1 hr/week
$2K (2019) → $2K (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 $2K, to NBT Bank NA (Trustee).
Frequently asked questions about Gertrude Hale Memorial Scholarship Trust
How much does Gertrude Hale Memorial Scholarship Trust give each year?
Gertrude Hale Memorial Scholarship Trust gave $8K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 6 grants.
What is Gertrude Hale Memorial Scholarship Trust's typical grant size?
Gertrude Hale Memorial Scholarship Trust's median grant in 2025 was $2,825, and its average grant was $2,775, across 3 grants on its 2025 IRS Form 990-PF.
Where does Gertrude Hale Memorial Scholarship Trust give grants?
Gertrude Hale Memorial Scholarship Trust gives mostly in New York: 66% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (34%).
Does Gertrude Hale Memorial Scholarship Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Gertrude Hale Memorial Scholarship Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (3 grants).
How large is Gertrude Hale Memorial Scholarship Trust?
Gertrude Hale Memorial Scholarship Trust reported $144K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Gertrude Hale Memorial Scholarship Trust's EIN?
Gertrude Hale Memorial Scholarship Trust's EIN (Employer Identification Number) is 14-6138824. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 5, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
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