Ronald J York Scholarship Fund

BARRE, VT EIN: 27-0667297

Ronald J York Scholarship Fund is a private foundation focused on Education, based in BARRE, VT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 5 grants totaling $173K. Net investment income was $265K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.5M

-3.2% YoY

Annual Giving

$173K

+283.8% YoY

Grant Count

5

+66.7% YoY

Avg Grant Size

$35K

+130.3% YoY

About Ronald J York Scholarship Fund

Based on IRS filings

Ronald J York Scholarship Fund is a private foundation focused on Education, based in BARRE, VT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 5 grants totaling $173K. Net investment income was $265K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AmherstBarreBiddefordBoiling SpringsBurlingtonCastineDurhamLakelandNorthfieldPotsdamRaleighRochesterTuscaloosaWest Lafayette

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$176K$353K$529K$705K202020212022202320242025
Metric202520242023
Total Assets$3,497,694$3,612,298$3,761,075
Revenue$526,453$257,292$411,583
Expenses$641,057$406,069$402,634
Qualifying Distributions$380,393$389,158$203,402
Net Investment Income$264,789$240,538$212,351
Distributable Amount$284,015$269,131$257,933

Giving Over Time

Total grant dollars and number of grants per year

$0$43K$86K$130K$173K4 grants20204 grants20213 grants20223 grants20233 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

SPAULDING HIGH SCHOOL$113KUNIVERSITY OF ROCHESTER$15KNORWICH UNIVERSITY$15KNORWICH UNIVERSITY$15KUNVERSITY OF NEW HAMPSHIRE$15K

Grant Size Distribution

18 grants across all recorded years

17<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

ADRIAN A OTTERMAN ESQTRUSTEE$34K

From 2025 filing

NameTitleHoursCompensation
ADRIAN A OTTERMAN ESQTRUSTEE2.5$34,380

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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