Grobel Scholarship Trust is a private foundation focused on Education, based in Hampton, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $214K in total assets. In 2025, it awarded 6 grants totaling $21K. Net investment income was $8K.
Key facts about Grobel Scholarship Trust
In short: Grobel Scholarship Trust gave $21K across 6 grants in 2025 (avg $4K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- EIN
- 81-0514792
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $21,000
- Grants made (2025)
- 6
- Average grant
- $3,500
- Median grant
- $3,500
- Total assets
- $213,767
- Primary geography
- Montana (83% 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
$214K
-6.0% YoY
Annual Giving
$21K
+50.0% YoY
Grant Count
6
+50.0% YoY
Avg Grant Size
$4K
+0.0% YoY
Under IRS private-foundation payout rules, Grobel Scholarship Trust reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
How Grobel Scholarship Trust gives
- Giving grew 50% from 2022 to 2025. Method
- In 2025 it paid out 436% 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
Share of 2025 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3K (2023) to $21K (2025). In 2025 it made 6 grants totaling $21K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 6 individual scholarships Recipients not named | — | $21,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $213,767 | $227,292 | $233,409 |
| Revenue | $8,015 | $8,393 | $5,635 |
| Expenses | $21,540 | $14,510 | $3,475 |
| Qualifying Distributions | $21,000 | $14,000 | $3,000 |
| Net Investment Income | $8,015 | $8,393 | $5,635 |
| Distributable Amount | $4,814 | $4,808 | $4,847 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
Leadership & Key People
Officers and directors from IRS filings
Grobel Scholarship Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sam Waters
Trustee
On filings since 2019
No compensation reported
Stephen L. Grobel
Trustee
On filings since 2019
No compensation reported
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.
Frequently asked questions about Grobel Scholarship Trust
How much does Grobel Scholarship Trust give each year?
Grobel Scholarship Trust gave $21K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 4 grants.
What is Grobel Scholarship Trust's typical grant size?
Grobel Scholarship Trust's median grant in 2025 was $3,500, and its average grant was $3,500, across 6 grants on its 2025 IRS Form 990-PF.
Where does Grobel Scholarship Trust give grants?
Grobel Scholarship Trust gives mostly in Montana: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Dakota (17%).
Does Grobel Scholarship Trust give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Grobel Scholarship Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (6 grants).
How large is Grobel Scholarship Trust?
Grobel Scholarship Trust reported $214K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What is Grobel Scholarship Trust?
Grobel Scholarship Trust is a private foundation focused on Education, based in Hampton, VA. It holds $214K in total assets as of 2025.
What is Grobel Scholarship Trust's EIN?
Grobel Scholarship Trust's EIN (Employer Identification Number) is 81-0514792. 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.
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