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

+50.0% YoY

Avg Grant Size

$1K

-17.2% YoY

Under IRS private-foundation payout rules, Gertrude Hale Memorial Scholarship Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Gertrude Hale Memorial Scholarship Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $24K (74%)

Connecticut $2K (7%)

Virginia $2K (6%)

New Jersey $1K (4%)

Tennessee $1K (4%)

Kentucky $1K (3%)

Arizona $700 (2%)

States

Arizona Connecticut Kentucky New Jersey New York Tennessee Virginia

Cities

AlbanyBrockportGenevaJohnstownKnoxvilleLexingtonLoudonvilleNewarkPhoenixRadfordRochesterStorrsTroyUtica

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

29 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hudson Valley Community College ($2,536), University of Connecticut ($2,200), Fulton Montgomery Community College ($1,500).

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
NBT BANK NA	TRUSTEE	1	$2,042

Frequently Asked Questions

How large is Gertrude Hale Memorial Scholarship Trust?

As of 2024, Gertrude Hale Memorial Scholarship Trust holds $144K in total assets with $8K in annual revenue. It awarded 6 grants totaling $9K in 2024.

Where does Gertrude Hale Memorial Scholarship Trust operate?

Gertrude Hale Memorial Scholarship Trust has awarded grants in Arizona, Connecticut, Kentucky, New Jersey, New York, Tennessee, Virginia.

What size grants does Gertrude Hale Memorial Scholarship Trust award?

In 2024, Gertrude Hale Memorial Scholarship Trust awarded 6 grants totaling $9K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Gertrude Hale Memorial Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Gertrude Hale Memorial 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 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 2020–2024.