Ronald J York Scholarship Fund

Foundation · Grantmaker 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.

Key facts about Ronald J York Scholarship Fund

EIN: 27-0667297
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $172,700
Grants made (2025): 5
Average grant: $34,540
Median grant: $15,000
Total assets: $3,497,694
Primary geography: Vermont (83% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Ronald J York Scholarship Fund funds

By grant dollars, the top recipient states for Ronald J York Scholarship Fund's 5 itemized 2025 grants were Vermont (83%), New York (9%) and New Hampshire (9%). The most frequent recipient cities were Northfield, VT (2 grants). None of its 5 grants with a stated purpose were described as general or operating support. Recurring purposes include "Scholarship Funds" (4 grants).

How Ronald J York Scholarship Fund gives

Giving grew 476% from 2022 to 2025. Method
In 2025 it paid out 134% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Ronald J York Scholarship Fund

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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

+66.7% YoY

Avg Grant Size

$35K

+130.3% YoY

Under IRS private-foundation payout rules, Ronald J York Scholarship Fund reported a distributable amount of $284K for 2025 — the minimum it must pay out in qualifying distributions.

About Ronald J York Scholarship Fund

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $143K (83%)

New York $15K (9%)

New Hampshire $15K (9%)

Share of all 5 itemized 2025 grant dollars.

States

Alabama Florida Indiana Massachusetts Maine North Carolina New Hampshire New York Vermont

Cities

BurlingtonNorthfieldAmherstBarreBiddefordBoiling SpringsCastineDurhamLakelandPotsdamRaleighRochesterTuscaloosaWest Lafayette

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2025

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 2025

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Spaulding High School ($112,700), Norwich University ($30,000 across 2 grants), University of Rochester ($15,000).

Recipient	Purpose	Amount
SPAULDING HIGH SCHOOL Barre, VT	AVIATION/AERONAUTICSPROGRAM FUNDING	$112,700
UNIVERSITY OF ROCHESTER Rochester, NY	SCHOLARSHIP FUNDS	$15,000
NORWICH UNIVERSITY Northfield, VT	SCHOLARSHIP FUNDS	$15,000
NORWICH UNIVERSITY Northfield, VT	SCHOLARSHIP FUNDS	$15,000
UNVERSITY OF NEW HAMPSHIRE Durham, NH	SCHOLARSHIP FUNDS	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Name	Title	Hours	Compensation
Adrian a Otterman Esq	Trustee	2.5	$34,380

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Ronald J York Scholarship Fund?

Ronald J York Scholarship Fund is a private foundation focused on Education, based in Barre, VT. It holds $3.5M in total assets as of 2025.

How large is Ronald J York Scholarship Fund?

As of 2025, Ronald J York Scholarship Fund holds $3.5M in total assets with $526K in annual revenue. It awarded 5 grants totaling $173K in 2025.

Where does Ronald J York Scholarship Fund operate?

Ronald J York Scholarship Fund has awarded grants in Alabama, Florida, Indiana, Massachusetts, Maine, North Carolina, New Hampshire, New York, Vermont.

What size grants does Ronald J York Scholarship Fund award?

In 2025, Ronald J York Scholarship Fund awarded 5 grants totaling $173K — an average of about $35K per grant, based on its IRS Form 990 filings.

How much is Ronald J York Scholarship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ronald J York Scholarship Fund reported a distributable amount of $284K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ronald J York Scholarship Fund's EIN?

Ronald J York Scholarship Fund's EIN (Employer Identification Number) is 27-0667297. IRS Form 990 filing data is available on this page for 2020–2025.