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
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
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
Ready to take the next step with Ronald J York Scholarship Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 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 include Spaulding High School ($112,700), University of Rochester ($15,000), Norwich University ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| SPAULDING HIGH SCHOOL BARRE, VT | AVIATION/AERONAUTICSPROGRAM FUNDING | $112,700 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ADRIAN A OTTERMAN ESQ | TRUSTEE | 2.5 | $34,380 |
Subject Areas
Focus areas based on grantmaking activity
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.
Explore Open Grants
Browse active grant opportunities in Ronald J York Scholarship Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Tulsa Community Foundation
TULSA, OK
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
The Cigna Group Foundation
PHILADELPHIA, PA
Assets
$127.2M
Grants
4,075
Total Given
$14.1M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Gazin Norbert L Education Pfdn 101-0628960
BROOKLYN, OH
Assets
$1.5M
Grants
51
Total Given
$141K
Deloitte Foundation
STAMFORD, CT
Assets
$55.6M
Grants
134
Total Given
$31.0M
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
Donald N Heath Scholarship Trust 18361240
ITHACA, NY
Assets
$542K
Grants
6
Total Given
$42K
Daniels Fund
DENVER, CO
Assets
$1.4B
Grants
1,593
Total Given
$69.7M
Walter & Cecile Borchert Scholarship Fund
BUFFALO, NY
Assets
$619K
Grants
6
Total Given
$30K
More Funders in Vermont
Data last updated April 2026. Sourced from IRS Form 990-PF filings.