H O Middlebrook Scholarship Trust

Private foundation · Grantmaker Hiawatha, KS EIN: 48-6111591

H O Middlebrook Scholarship Trust is a private foundation, based in Hiawatha, KS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $36K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $3K.

Key facts about H O Middlebrook Scholarship Trust

In short: H O Middlebrook Scholarship Trust gave $2K across 1 grant in 2025 (avg $2K), mostly in Missouri. Source: 2025 IRS Form 990-PF.

EIN
48-6111591
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,500
Grants made (2025)
1
Average grant
$1,500
Median grant
$1,500
Total assets
$36,109
Primary geography
Missouri (100% 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

$36K

+1.5% YoY

Annual Giving

$2K

-75.0% YoY

Grant Count

1

-83.3% YoY

Avg Grant Size

$2K

+50.0% YoY

Under IRS private-foundation payout rules, H O Middlebrook Scholarship Trust reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.

How H O Middlebrook Scholarship Trust gives

  • Giving fell 62% from 2022 to 2025. Method
  • In 2025 it paid out 37% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 1 itemized 2025 grant dollars.

Cities

HighlandManhattanPeruBaldwin CityHaysLawrenceLincolnMaryvilleNew YorkPellaPittsburgSt CharlesSt JosephTopeka

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K6 grants20204 grants20214 grants20225 grants20236 grants20241 grants2025

From 2020 to 2025, annual grant giving ranged from $2K (2025) to $6K (2024). In 2025 it made 1 grant totaling $2K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Northwest Missouri State University fbo Acacia Erdley: $2KNorthwest Missouri StateUniversity fbo Acacia Erdley$2K

The largest 2025 recipient was Northwest Missouri State University fbo Acacia Erdley ($2K).

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Northwest Missouri State University fbo Acacia Erdley Maryville, MOEducational Scholarship$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5K$5K$7.5K$10K202020212022202320242025
Metric202520242023
Total Assets$36,109$35,576$33,996
Revenue$3,033$8,872$2,426
Expenses$3,001$7,398$6,397
Qualifying Distributions$1,500$6,000$5,000
Net Investment Income$2,955$8,794$2,392
Distributable Amount$4,036$3,859$4,612

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 22, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 17, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 17, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

H O Middlebrook Scholarship Trust's only listed officer is Citizens State Bank Trust Company, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Citizens State Bank Trust Company

    Trustee

    On filings since 2020

    1 hr/week

    $540 (2020) → $700 (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Citizens State Bank Trust Company — Trustee: $700Citizens State Bank…Trustee$700

The highest reported compensation on the 2025 filing was $700, to Citizens State Bank Trust Company (Trustee).

Frequently asked questions about H O Middlebrook Scholarship Trust

How much does H O Middlebrook Scholarship Trust give each year?

H O Middlebrook Scholarship Trust gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 6 grants.

How large is H O Middlebrook Scholarship Trust?

H O Middlebrook Scholarship Trust reported $36K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).

Where does H O Middlebrook Scholarship Trust operate?

H O Middlebrook Scholarship Trust has awarded grants in Iowa, Kansas, Missouri, Nebraska, New York.

What is H O Middlebrook Scholarship Trust's EIN?

H O Middlebrook Scholarship Trust's EIN (Employer Identification Number) is 48-6111591. IRS Form 990 filing data is available on this page for 2020–2025.

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

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