Warren S and Jessie Mitchell Scholarship

Private foundation · Grantmaker Newport, VT EIN: 45-4247017

Warren S and Jessie Mitchell Scholarship is a private foundation focused on Education, based in Newport, VT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $311K in total assets. In 2025, it awarded 8 grants totaling $18K. Net investment income was $105K.

Key facts about Warren S and Jessie Mitchell Scholarship

In short: Warren S and Jessie Mitchell Scholarship gave $18K across 8 grants in 2025 (avg $2K), mostly in Vermont. Source: 2025 IRS Form 990-PF.

EIN
45-4247017
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$18,150
Grants made (2025)
8
Average grant
$2,269
Median grant
$2,250
Total assets
$311,214
Primary geography
Vermont (58% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$311K

+37.1% YoY

Annual Giving

$18K

+13.7% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$2K

+13.7% YoY

Under IRS private-foundation payout rules, Warren S and Jessie Mitchell Scholarship reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

How Warren S and Jessie Mitchell Scholarship gives

  • Giving held roughly steady from 2022 to 2025 (+15%). Method
  • In 2025 it paid out 124% of its IRS minimum distribution (the 5% rule). Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

MontpelierAlbanyBurlingtonCobleskillConwayLewistonMachiasMiddleburryNorthfieldSherbrooke QuebecTroyBeverlyBiddefordBostonCastletonColchesterDurhamMontclairNew LondonNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K8 grants2020 9 grants2021 7 grants2022 7 grants2023 8 grants2024 8 grants2025

From 2020 to 2025, annual grant giving ranged from $11K (2020) to $18K (2025). In 2025 it made 8 grants totaling $18K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

University of Vermont: $5KUniversity of Vermont$5KMiddlebury College: $3KMiddlebury College$3KBates College Libbey Forum: $2KBates College Libbey Forum$2KCoastal Carolina University: $500Coastal Carolina University$500

The largest 2025 recipient was University of Vermont ($5K). Together the top 4 received $11K.

Organizations only. It also paid 4 individual scholarships ($7,650), which are not listed by name.

Grant Size Distribution

39 grants across all recorded years

39<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 39 grants of 39 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Vermont Burlington, VTScholarship$5,000
4 individual scholarships Recipients not named —$7,650
Middlebury College Middleburry, VTScholarship$3,000
Bates College Libbey Forum Lewiston, MEScholarship$2,000
Coastal Carolina University Conway, SCScholarship$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$311,214$226,943$236,886
Revenue$109,000$11,962$2,302
Expenses$24,652$21,869$20,940
Qualifying Distributions$20,744$17,889$16,695
Net Investment Income$105,290$8,199$2,102
Distributable Amount$16,721$16,789$15,056

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 17, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)

Leadership & Key People

Officers and directors from IRS filings

Warren S and Jessie Mitchell Scholarship is led by Community Financial Services Group, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Community Financial Services Group

    Trustee

    On filings since 2020

    5 hrs/week

    $4K (2020) → $5K (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Community Financial Services Group — Trustee: $5KCommunity Financial…Trustee$5K

The highest reported compensation on the 2025 filing was $5K, to Community Financial Services Group (Trustee).

Frequently asked questions about Warren S and Jessie Mitchell Scholarship

How much does Warren S and Jessie Mitchell Scholarship give each year?

Warren S and Jessie Mitchell Scholarship gave $18K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 8 grants.

What is Warren S and Jessie Mitchell Scholarship's typical grant size?

Warren S and Jessie Mitchell Scholarship's median grant in 2025 was $2,250, and its average grant was $2,269, across 8 grants on its 2025 IRS Form 990-PF.

Where does Warren S and Jessie Mitchell Scholarship give grants?

Warren S and Jessie Mitchell Scholarship gives mostly in Vermont: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Hampshire (22%) and Maine (15%).

Does Warren S and Jessie Mitchell Scholarship give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Warren S and Jessie Mitchell Scholarship's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (8 grants).

Who are Warren S and Jessie Mitchell Scholarship's largest grantees?

Warren S and Jessie Mitchell Scholarship's largest 2025 grantees include University of Vermont ($5,000), Middlebury College ($3,000) and Bates College Libbey Forum ($2,000), according to its 2025 IRS Form 990-PF. It also paid 4 individual scholarships ($7,650), which are not listed by name. Together they received 55% of its itemized 2025 grant dollars.

How large is Warren S and Jessie Mitchell Scholarship?

Warren S and Jessie Mitchell Scholarship reported $311K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).

What is Warren S and Jessie Mitchell Scholarship?

Warren S and Jessie Mitchell Scholarship is a private foundation focused on Education, based in Newport, VT. It holds $311K in total assets as of 2025.

What is Warren S and Jessie Mitchell Scholarship's EIN?

Warren S and Jessie Mitchell Scholarship's EIN (Employer Identification Number) is 45-4247017. IRS Form 990 filing data is available on this page for 2020–2025.

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

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