Herbert F & Bertha W Darling Trust

NORWICH, NY EIN: 16-6021940

Herbert F & Bertha W Darling Trust is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2023. In 2023, it awarded 4 grants totaling $267K. Net investment income was $5K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$267K

+2499.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$67K

+2499.0% YoY

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.

About Herbert F & Bertha W Darling Trust

Based on IRS filings

Ready to take the next step with Herbert F & Bertha W Darling Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $223K (76%)

New Hampshire $71K (24%)

States

New Hampshire New York

Cities

BuffaloHanoverNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$252,366	$265,862
Revenue	$22,782	$1,302	$95,827
Expenses	$275,146	$14,800	$11,154
Qualifying Distributions	$274,953	$11,533	—
Net Investment Income	$4,574	$563	$92,941
Distributable Amount	$22,482	$12,955	$12,040

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

Grant Size Distribution

13 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Dartmouth College ($66,768), St Lukes Roosevelt Hospital Center ($66,768), New York Westminster Presbyterian ($66,768).

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 BUFFALO, NY	GENERAL OPERATING	$66,768
COMMUNITY FOUNDATION FOR GREATER BUFFALO BUFFALO, NY	GENERAL OPERATING	$66,768

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
NBT BANK NA	TRUSTEE	1	$214

Frequently Asked Questions

Where does Herbert F & Bertha W Darling Trust operate?

Herbert F & Bertha W Darling Trust has awarded grants in New Hampshire, New York.

What size grants does Herbert F & Bertha W Darling Trust award?

In 2023, Herbert F & Bertha W Darling Trust awarded 4 grants totaling $267K — an average of about $67K per grant, based on its IRS Form 990 filings.

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 2020–2023.