Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust

DUNSTABLE, MA EIN: 14-1925134

Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUNSTABLE, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $538K in total assets. In 2025, it awarded 7 grants totaling $25K. Net investment income was $26K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$538K

+3.9% YoY

Annual Giving

$25K

-3.8% YoY

Grant Count

7

-22.2% YoY

Avg Grant Size

$4K

+23.6% YoY

About Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust

Based on IRS filings

Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUNSTABLE, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $538K in total assets. In 2025, it awarded 7 grants totaling $25K. Net investment income was $26K.

Ready to take the next step with Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Dunstable

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$30K$45K$61K20212022202320242025
Metric202520242023
Total Assets$537,624$517,431$493,981
Revenue$35,552$20,470$22,489
Expenses$54,518$55,034$32,751
Qualifying Distributions$54,000$51,000$26,000
Net Investment Income$25,643$16,833$18,979
Distributable Amount$23,927$21,420

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$13K$20K$26K8 grants20219 grants20229 grants20239 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Katie Eberhardt$4KJenna Beauchain$4KRachel Young$4KLindsay Ketelhohn$4KAudrey Brown$3KKaelyn Engeian$3KMatthew Heron$3K

Grant Size Distribution

42 grants across all recorded years

42<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Katie Eberhardt ($4,000), Jenna Beauchain ($4,000), Rachel Young ($4,000).

RecipientPurposeAmount
Audrey Brown Dunstable, MAScholarship$3,000
Katie Eberhardt Dunstable, MAScholarship$4,000
Jenna Beauchain Dunstable, MAScholarship$4,000
Rachel Young Dunstable, MAScholarship$4,000
Kaelyn Engeian Dunstable, MAScholarship$3,000
Matthew Heron Dunstable, MAScholarship$3,000
Lindsay Ketelhohn Dunstable, MAScholarship$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
Patti StarbirdTrustee1
Lauren ChenelleTrustee1
Jake ManningTrustee1
Sandy FreiterTrustee1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust?

Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUNSTABLE, MA. It holds $538K in total assets as of 2025.

How large is Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust?

As of 2025, Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust holds $538K in total assets with $36K in annual revenue. It awarded 7 grants totaling $25K in 2025.

Where does Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust operate?

Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust has awarded grants in Massachusetts.

What size grants does Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust award?

In 2025, Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust awarded 7 grants totaling $25K — an average of about $4K per grant, based on its IRS Form 990 filings.

What is Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust's EIN?

Helene Morgan Babcock and Alfred Babcock Memorial Scholarship Trust's EIN (Employer Identification Number) is 14-1925134. IRS Form 990 filing data is available on this page for 2021–2025.

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

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