Herbert F & Bertha W Darling Trust

Private foundation · Grantmaker 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 2019 through 2023. In 2023, it awarded 4 grants totaling $267K. Net investment income was $5K.

Key facts about Herbert F & Bertha W Darling Trust

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.

EIN
16-6021940
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$267,072
Grants made (2023)
4
Average grant
$66,768
Median grant
$66,768
Primary geography
New York (75% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$267K

+2499.0% YoY

Grant Count

4

+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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2023 grant dollars across all 4 itemized grants.

Cities

BuffaloHanoverNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grant2019 1 grant2020 4 grants2021 4 grants2022 4 grants2023

From 2019 to 2023, annual grant giving ranged from $6K (2021) to $267K (2023). In 2023 it made 4 grants totaling $267K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

Dartmouth College: $67KDartmouth College$67KSt Lukes Roosevelt Hospital Center: $67KSt Lukes Roosevelt HospitalCenter$67KNew York Westminster Presbyterian Society of Buffalo: $67KNew York WestminsterPresbyterian Society of…$67KCommunity Foundation for Greater Buffalo Inc: $67KCommunity Foundation forGreater Buffalo Inc$67K

The largest 2023 recipient was Dartmouth College ($67K). Together the top 4 received $267K.

Grant Size Distribution

14 grants across all recorded years

10<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 14 (71%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Dartmouth College Hanover, NHGeneral Operating$66,768
St Lukes Roosevelt Hospital Center New York, NYGeneral Operating$66,768
New York Westminster Presbyterian Society of Buffalo Buffalo, NYGeneral Operating$66,768
Community Foundation for Greater Buffalo Inc Buffalo, NYGeneral Operating$66,768

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023
Metric202320222021
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS February 4, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 31, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 6, 2024)
  5. IRS filings on file for fiscal years 2020–2023

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

NBT Bank NA — Trustee: $214NBT Bank NATrustee$214

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.

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