Ronald J York Scholarship Fund
Ronald J York Scholarship Fund is a private foundation focused on Education, based in Barre, VT. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $3.4M in total assets. In 2026, it awarded 5 grants totaling $173K. Net investment income was $419K.
Ronald J York Scholarship Fund at a glance
In short: Ronald J York Scholarship Fund gave $173K across 5 grants in 2026 (avg $35K), mostly in Vermont. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $172,700
- +0.0% vs 2025
- Grants made (2026)
- 5
- +0.0% vs 2025
- Average grant
- $34,540
- +0.0% vs 2025
- Median grant
- $15,000
- Total assets
- $3,432,505
- -1.9% vs 2025
- Primary geography
- Vermont (74% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Ronald J York Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was Spaulding High School ($113K). Together the top 4 received $158K.
Organizations only. It also paid 1 individual scholarship ($15,000), which are not listed by name.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 17 grants of 19 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 5 itemized grants.
Cities
How Ronald J York Scholarship Fund gives
- Giving grew 412% from 2023 to 2026. Method
- In 2026 it paid out 159% of its IRS minimum distribution (the 5% rule). 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 2020 to 2026, annual grant giving ranged from $30K (2020) to $173K (2026). In 2026 it made 5 grants totaling $173K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Spaulding High School Barre, VT | Aviation/Aeronauticsprogram Funding | $112,700 |
| University of Vermont Burlington, VT | Scholarship Funds | $15,000 |
| Rensselaer Polytechnic Institute Troy, NY | Scholarship Funds | $15,000 |
| Worcester Polytechnic Institute Worcester, MA | Scholarship Funds | $15,000 |
| 1 individual scholarship Recipients not named | — | $15,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $3,432,505 | $577,270 | $642,459 | $172,700 | 5 | $483,855 | $418,666 | $304,408 |
| 2025 | $3,497,694 | $526,453 | $641,057 | $172,700 | 5 | $380,393 | $264,789 | $284,015 |
| 2024 | $3,612,298 | $257,292 | $406,069 | $45,000 | 3 | $389,158 | $240,538 | $269,131 |
| 2023 | $3,761,075 | $411,583 | $402,634 | $33,750 | 3 | $203,402 | $212,351 | $257,933 |
| 2022 | $3,816,385 | $537,084 | $358,841 | $30,000 | 3 | $345,317 | $247,875 | $279,155 |
| 2021 | $3,573,884 | $300,245 | $355,109 | $40,000 | 4 | — | $185,860 | $323,836 |
| 2020 | $3,628,748 | $215,979 | $275,334 | $30,000 | 4 | — | $155,783 | $231,029 |
Under IRS private-foundation payout rules, Ronald J York Scholarship Fund reported a distributable amount of $304K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ronald J York Scholarship Fund is led by Adrian A. Otterman Esq., Trustee on every filing since 2024 — the only officer listed, and compensated.
Officers on the 2026 filing
Adrian A. Otterman Esq.
Trustee
On filings since 2024
2.5 hrs/week
$32K (2024) → $37K (2026)
Former officers (1)
- Former: David A. Otterman Esq. (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $37K, to Adrian a Otterman ESQ (Trustee).
Frequently asked questions about Ronald J York Scholarship Fund
How much does Ronald J York Scholarship Fund give each year?
Ronald J York Scholarship Fund gave $173K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $173K across 5 grants.
What is Ronald J York Scholarship Fund's typical grant size?
Ronald J York Scholarship Fund's median grant in 2026 was $15,000, and its average grant was $34,540, across 5 grants on its 2026 IRS Form 990-PF.
Where does Ronald J York Scholarship Fund give grants?
Ronald J York Scholarship Fund gives mostly in Vermont: 74% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (17%) and New York (9%).
Does Ronald J York Scholarship Fund give general operating support?
Not in 2026: none of the 5 grants with a stated purpose on Ronald J York Scholarship Fund's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship Funds" (4 grants).
Who are Ronald J York Scholarship Fund's largest grantees?
Ronald J York Scholarship Fund's largest 2026 grantees include Spaulding High School ($112,700), University of Vermont ($15,000) and Rensselaer Polytechnic Institute ($15,000), according to its 2026 IRS Form 990-PF. It also paid 1 individual scholarship ($15,000), which are not listed by name. Together they received 83% of its itemized 2026 grant dollars.
How large is Ronald J York Scholarship Fund?
Ronald J York Scholarship Fund reported $3.4M in total assets on its 2026 IRS Form 990-PF. It paid out $484K in qualifying distributions that year, against a required minimum of $304K (roughly 5% of its investment assets).
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 $3.4M in total assets as of 2026.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 3, 2026)
- IRS filings on file for fiscal years 2020–2025
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