Katharine a Heberton Scholarship Trust
The Katharine A Heberton Scholarship Trust is a private foundation based in Manchester, New Hampshire. Its 2025 filing reports scholarship grants to individuals, with awards restricted to graduates of Chatham & Worcester High School and Cape Cod Regional Tech School.
Katharine a Heberton Scholarship Trust at a glance
In short: Katharine a Heberton Scholarship Trust gave $100K across 14 grants in 2025 (avg $7K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $99,669
- -4.0% vs 2024
- Grants made (2025)
- 14
- +27.3% vs 2024
- Average grant
- $7,119
- -24.6% vs 2024
- Median grant
- $8,500
- Total assets
- $1,879,488
- +2.5% vs 2024
- Primary geography
- New Hampshire (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Katharine a Heberton Scholarship Trust
- How to Apply
-
Obtain an application at a guidance department. The filing lists Monomoy High School Guidance as the contact and states the award restrictions above.
- Review Cycle
- May 1. The 2025 filing’s listed application cycle is past.
- Deadline
- May 1.
- Contact
Application contact: Monomoy High School Guidance
Mailing address: 425 Crowell Road, Chatham, MA 02633
Phone: (508) 945-5130
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Katharine a Heberton Scholarship Trust funds
How this funder distributes its grants
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 54 grants of 54 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in New Hampshire. The named 2025 recipients are listed in Manchester, New Hampshire.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
How Katharine a Heberton Scholarship Trust gives
- Giving grew 26% from 2022 to 2025. Method
- In 2025 it paid out 99% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $79K (2022) to $113K (2019). In 2025 it made 14 grants totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 14 individual scholarships Recipients not named | — | $99,669 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,879,488 | $186,879 | $136,546 | $99,669 | 14 | $99,669 | $153,598 | $100,367 |
| 2024 | $1,833,495 | $209,560 | $137,123 | $103,875 | 11 | $103,875 | $161,208 | $96,321 |
| 2023 | $1,760,719 | $96,417 | $143,304 | $112,126 | 10 | $112,126 | $63,284 | $91,852 |
| 2022 | $1,810,318 | $65,523 | $110,254 | $78,807 | 9 | $73,211 | $32,860 | $101,190 |
| 2021 | $1,852,980 | $239,782 | $121,255 | $86,738 | 10 | $86,738 | $206,593 | $99,011 |
| 2020 | $1,738,061 | $132,941 | $127,933 | $93,676 | 10 | — | $98,163 | $93,465 |
| 2019 | $1,734,197 | $101,910 | $144,621 | $112,772 | 11 | — | $69,926 | $101,651 |
Under IRS private-foundation payout rules, Katharine a Heberton Scholarship Trust reported a distributable amount of $100K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available filing information does not state a mission. It identifies scholarships as the purpose of the reported grants and restricts awards to graduates of the schools named above.
Grantmaking
In filing year 2025, the trust gave $99,669 through 14 grants. Grant amounts ranged from $3,334 to $8,500, with a median of $8,500. Named recipients receiving $8,500 each included nine individual recipients each received $8,000.
The filing states that applications can be obtained at each guidance department and lists Monomoy High School Guidance as the contact. Awards are restricted to graduates of Chatham & Worcester High School and Cape Cod Regional Tech School.
Leadership & Key People
Officers and directors from IRS filings
Katharine a Heberton Scholarship Trust's only listed officer is TD Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
TD Bank NA
Trustee
On filings since 2019
1 hr/week
$31K (2019) → $32K (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
The highest reported compensation on the 2025 filing was $32K, to TD Bank NA (Trustee).
Frequently asked questions about Katharine a Heberton Scholarship Trust
How much does Katharine a Heberton Scholarship Trust give each year?
Katharine a Heberton Scholarship Trust gave $100K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $104K across 11 grants.
What is Katharine a Heberton Scholarship Trust's typical grant size?
Katharine a Heberton Scholarship Trust's median grant in 2025 was $8,500, and its average grant was $7,119, across 14 grants on its 2025 IRS Form 990-PF.
Where does Katharine a Heberton Scholarship Trust give grants?
Katharine a Heberton Scholarship Trust gives mostly in New Hampshire: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Katharine a Heberton Scholarship Trust give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on Katharine a Heberton Scholarship Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (14 grants).
How large is Katharine a Heberton Scholarship Trust?
Katharine a Heberton Scholarship Trust reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $100K in qualifying distributions that year, against a required minimum of $100K (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 does Katharine a Heberton Scholarship Trust fund?
The available filing information does not state a mission. It identifies scholarships as the purpose of the reported grants and restricts awards to graduates of the schools named above. See mission & focus areas ↑
How do I apply for a grant from Katharine a Heberton Scholarship Trust?
Obtain an application at a guidance department. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Katharine a Heberton Scholarship Trust's EIN?
Katharine a Heberton Scholarship Trust's EIN (Employer Identification Number) is 56-6623518. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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