Herbert F & Bertha W Darling Trust
Herbert F & Bertha W Darling Trust is a private foundation, based in Norwich, NY. IRS filing data is available from 2019 through 2023. In 2023, it awarded 4 grants totaling $267K. Net investment income was $5K.
Herbert F & Bertha W Darling Trust at a glance
In short: Herbert F & Bertha W Darling Trust gave $267K across 4 grants in 2023 (avg $67K), mostly in New York. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $267,072
- +2499.0% vs 2022
- Grants made (2023)
- 4
- +0.0% vs 2022
- Average grant
- $66,768
- +2499.0% vs 2022
- Median grant
- $66,768
- Primary geography
- New York (75% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Herbert F & Bertha W Darling Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2023
The largest 2023 recipient was Dartmouth College ($67K). Together the top 4 received $267K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 10 grants of 14 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 4 itemized grants.
States
Cities
How Herbert F & Bertha W Darling Trust gives
- Giving grew 2500% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $6K (2021) to $267K (2023). In 2023 it made 4 grants totaling $267K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dartmouth College Hanover, NH | General Operating | $66,768 |
| St Lukes Roosevelt Hospital Center New York, NY | General Operating | $66,768 |
| New York Westminster Presbyterian Society of Buffalo Buffalo, NY | General Operating | $66,768 |
| Community Foundation for Greater Buffalo Inc Buffalo, NY | General Operating | $66,768 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $22,782 | $275,146 | $267,072 | 4 | $274,953 | $4,574 | $22,482 |
| 2022 | $252,366 | $1,302 | $14,800 | $10,276 | 4 | $11,533 | $563 | $12,955 |
| 2021 | $265,862 | $95,827 | $11,154 | $6,464 | 4 | — | $92,941 | $12,040 |
| 2020 | $181,189 | $8,315 | $19,211 | $10,272 | 1 | — | $5,263 | $12,483 |
| 2019 | $192,085 | $9,965 | $18,213 | $12,456 | 1 | — | $6,945 | $12,536 |
Under IRS private-foundation payout rules, Herbert F & Bertha W Darling Trust reported a distributable amount of $22K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Herbert F & Bertha W Darling Trust's only listed officer is NBT Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2023 filing
NBT Bank NA
Trustee
On filings since 2019
1 hr/week
$3K (2019) → $214 (2023)
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $214, to NBT Bank NA (Trustee).
Frequently asked questions about Herbert F & Bertha W Darling Trust
How much does Herbert F & Bertha W Darling Trust give each year?
Herbert F & Bertha W Darling Trust gave $267K across 4 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $10K across 4 grants.
What is Herbert F & Bertha W Darling Trust's typical grant size?
Herbert F & Bertha W Darling Trust's median grant in 2023 was $66,768, and its average grant was $66,768, across 4 grants on its 2023 IRS Form 990-PF.
Where does Herbert F & Bertha W Darling Trust give grants?
Herbert F & Bertha W Darling Trust gives mostly in New York: 75% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was New Hampshire (25%). The most frequent recipient cities were Buffalo, NY (2 grants).
Does Herbert F & Bertha W Darling Trust give general operating support?
Yes: 100% of Herbert F & Bertha W Darling Trust's 2023 grants with a stated purpose (4 of 4) were for general or operating support, per its 2023 IRS Form 990-PF.
How much is Herbert F & Bertha W Darling Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Herbert F & Bertha W Darling Trust reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Herbert F & Bertha W Darling Trust's EIN?
Herbert F & Bertha W Darling Trust's EIN (Employer Identification Number) is 16-6021940. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 4, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 6, 2024)
- IRS filings on file for fiscal years 2020–2023
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