Harmon & Marie Dutton Memorial Trust

Private foundation · Grantmaker Norwich, NY EIN: 22-3160372
HealthDiseases and conditions

Harmon & Marie Dutton Memorial Trust is a private foundation focused on Health, based in Norwich, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $429K in total assets. In 2025, it awarded 1 grant totaling $7K. Net investment income was $16K.

Key facts about Harmon & Marie Dutton Memorial Trust

In short: Harmon & Marie Dutton Memorial Trust gave $7K across 1 grant in 2025 (avg $7K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

EIN
22-3160372
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$7,386
Grants made (2025)
1
Average grant
$7,386
Median grant
$7,386
Total assets
$428,873
Primary geography
Georgia (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

$429K

+1.6% YoY

Annual Giving

$7K

-67.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$7K

-67.0% YoY

Under IRS private-foundation payout rules, Harmon & Marie Dutton Memorial Trust reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.

How Harmon & Marie Dutton Memorial Trust gives

  • Giving fell 72% from 2022 to 2025. Method
  • In 2025 it paid out 39% 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

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

Oklahoma CityAtlantaKennesaw

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $7K (2025) to $26K (2022). In 2025 it made 1 grant totaling $7K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

American Cancer Society Inc: $7KAmerican Cancer Society Inc$7K

The largest 2025 recipient was American Cancer Society Inc ($7K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Cancer Society Inc Atlanta, GAGeneral Operating Support$7,386

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$428,873$422,006$439,390
Revenue$22,197$12,836$16,659
Expenses$15,303$30,218$30,057
Qualifying Distributions$9,423$24,567$24,736
Net Investment Income$16,384$8,509$11,364
Distributable Amount$24,403$23,620$22,408

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 24, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 23, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 4, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 6, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 9, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 6, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Harmon & Marie Dutton Memorial 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

    $4K (2019) → $6K (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

NBT Bank NA — Trustee: $6KNBT Bank NATrustee$6K

The highest reported compensation on the 2025 filing was $6K, to NBT Bank NA (Trustee).

Frequently asked questions about Harmon & Marie Dutton Memorial Trust

How much does Harmon & Marie Dutton Memorial Trust give each year?

Harmon & Marie Dutton Memorial Trust gave $7K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 1 grant.

How large is Harmon & Marie Dutton Memorial Trust?

Harmon & Marie Dutton Memorial Trust reported $429K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $24K (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 Harmon & Marie Dutton Memorial Trust?

Harmon & Marie Dutton Memorial Trust is a private foundation focused on Health, based in Norwich, NY. It holds $429K in total assets as of 2025.

Where does Harmon & Marie Dutton Memorial Trust operate?

Harmon & Marie Dutton Memorial Trust has awarded grants in Georgia, Oklahoma.

What is Harmon & Marie Dutton Memorial Trust's EIN?

Harmon & Marie Dutton Memorial Trust's EIN (Employer Identification Number) is 22-3160372. 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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