The J H Fulton, J T Fulton, and A H Fulton Memorial Fund for Educational Purposes

Important Note for Grant Writers: This fund does not accept unsolicited grant applications. It operates exclusively through preselected grantees and all distributions are determined at trustee discretion. The two longstanding beneficiary organisations — Middlebury College and the University of Vermont Medical Center — appear to have been designated as beneficiaries under the original trust instrument. There is no known pathway for new organisations to apply or to be considered.

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Quick Stats

• Annual Giving: Approximately $1.2M - $1.5M
• Success Rate: Not applicable (preselected only)
• Decision Time: Not applicable (no public application process)
• Grant Range: ~$115,000 - $1.4M (two grants awarded annually)
• Geographic Focus: Vermont (primary); no geographic focus for applications (no open applications)

Contact Details

• EIN: 13-6882400
• Website: None listed
• Phone: Not publicly available
• Email: Not publicly available
• Trustee (Administered by): BNY Mellon N.A. (corporate trustee)
• Address: Pittsburgh, PA (administrative/trust address)

There is no public contact point or application portal for this fund.

Overview

The J H Fulton, J T Fulton, and A H Fulton Memorial Fund for Educational Purposes is a private charitable trust based in Pittsburgh, Pennsylvania, with IRS 501(c)(3) tax-exempt status dating from June 1992. The fund's name honours three members of the Fulton family — likely John Hamilton Fulton (J H), Jean T. Fulton (J T), and Alexander Hamilton Fulton (A H). Alexander Hamilton Fulton was a long-serving trustee and benefactor of Middlebury College in Vermont, who bequeathed significant resources to the college upon his death in the early 1980s. The fund is administered entirely by BNY Mellon N.A. as corporate trustee, with no paid staff and no public presence.

The fund holds assets of approximately $21.7M to $27M and distributes roughly $1.2M to $1.5M annually. All grants are made as general operating support to two fixed beneficiary organisations: Middlebury College and the University of Vermont Medical Center. The fund does not accept unsolicited applications and has confirmed on its IRS filings that it "only makes contributions to preselected charitable organisations and does not accept unsolicited applications for funds."

Funding Priorities

Grant Programs

This fund operates a single, non-competitive grant programme with two fixed beneficiary organisations. No named programmes or application streams exist.

Recipient	Typical Annual Grant	Purpose
Middlebury College (Middlebury, VT / Monterey, CA)	~$1.0M - $1.4M	General Operating
University of Vermont Medical Center (Burlington, VT)	~$115,000 - $155,000	General Operating

Both organisations receive general operating support payments each year. The split is approximately 88-90% to Middlebury College and 10-12% to the University of Vermont Medical Center.

Application Method: No public application process. Invitation/preselection only.

Priority Areas

Based on the fund's IRS filings and name, its mission encompasses:

• Education — primary focus, with Middlebury College as the principal beneficiary
• Healthcare — secondary focus via the University of Vermont Medical Center
• Philanthropy and grantmaking (IRS classification)

What They Don't Fund

• Unsolicited grant applications from any organisation
• Organisations outside the two designated beneficiaries
• Individuals, scholarships, or project-based grants (based on available data)
• Capital campaigns or restricted purpose grants (all grants recorded as "General Operating")

Governance and Leadership

The fund has a single corporate trustee with no additional board members or paid staff listed:

Name	Role	Compensation	Hours/Week
BNY Mellon N.A.	Trustee	$195,395 (2024)	1

BNY Mellon N.A. administers the fund as part of its charitable trust management services in Pittsburgh. The trustee compensation reflects standard institutional trust administration fees. There are no named individual officers, directors, or programme staff associated with this fund. BNY Mellon's charitable trust services manage many legacy educational and cultural trusts on behalf of families, estates, and institutions across Pennsylvania.

Application Process & Timeline

How to Apply

This fund does not have a public application process.

The fund's most recent IRS Form 990-PF explicitly states: "[This organisation] only makes contributions to preselected charitable organisations and does not accept unsolicited applications for funds."

All grants are made at the discretion of the corporate trustee (BNY Mellon N.A.) in accordance with the original trust instrument. The two beneficiary organisations — Middlebury College and the University of Vermont Medical Center — appear to be designated beneficiaries under the founding trust deed and receive annual general operating payments as a matter of course.

There is no application form, grant portal, eligibility criteria, or open grant round associated with this fund.

Decision Timeline

Not applicable. Grant disbursements appear to be made on a fixed annual schedule determined by the trustee.

Success Rates

Not applicable. The fund has made exactly two grants per year in every year for which data is available (2020-2024), always to the same two organisations.

Reapplication Policy

Not applicable. No applications are accepted.

Application Success Factors

As this fund does not accept applications, the concept of "application success factors" does not apply in the conventional sense. Grant writers should note the following key facts:

• No pathway for new applicants exists. The fund has made grants exclusively to two organisations for the entirety of its documented history. There is no evidence this has ever changed.
• The fund is a legacy trust. It appears to have been established under a testamentary or inter vivos trust with designated charitable beneficiaries. Changes to beneficiaries, if possible at all, would require legal proceedings or trustee action — not grant applications.
• BNY Mellon N.A. is the sole decision-maker. All contact and enquiries would need to be directed through BNY Mellon's charitable trust services in Pittsburgh, though there is no indication they would entertain approaches from new organisations.
• The fund has no publicly listed contact details. There is no website, email, or programme officer associated with this fund.

Key Takeaways for Grant Writers

• This fund is not accessible to new organisations or unsolicited applicants. Do not invest time pursuing this funder unless you represent Middlebury College or the University of Vermont Medical Center.
• The fund is a private charitable trust administered by BNY Mellon N.A. with preselected, fixed beneficiaries — almost certainly named in the original trust deed.
• The two beneficiaries — Middlebury College and UVM Medical Center — receive consistent annual general operating support, with Middlebury receiving approximately 90% of total distributions.
• The fund's connection to Middlebury College is longstanding: Alexander Hamilton Fulton (likely the "A H Fulton" in the name) was a Middlebury College trustee and major benefactor who established the John Hamilton Fulton Lecture in the Liberal Arts at Middlebury in 1966.
• Annual distributions range from approximately $1.15M to $1.51M, with assets between $21.7M and $27M in recent years.
• The sole trustee is BNY Mellon N.A., which receives approximately $195,000 annually in trustee compensation. There are no staff, programme officers, or public representatives associated with the fund.
• For grant writers at Middlebury College or UVM Medical Center: these institutions already benefit from this fund's general operating grants and should maintain their relationship through BNY Mellon's charitable trust services team in Pittsburgh.

References

1. Grantmakers.io Profile — The J H Fulton J T Fulton and A H Fulton Memorial Fund for Educatnl

   • URL: https://www.grantmakers.io/profiles/v1/136882400-the-j-h-fulton-j-t-fulton-and-a-h-fulton-memorial-fund-for-educatnl/
   • Accessed: February 2026
   • Source: IRS Form 990-PF data (2020-2024 fiscal years)

2. Instrumentl 990 Report — The J H Fulton J T Fulton and A H Fulton Memorial Fund for Educatnl

   • URL: https://www.instrumentl.com/990-report/the-j-h-fulton-j-t-fulton-and-a-h-fulton-memorial-fund-for-educatnl
   • Accessed: February 2026
   • Source: IRS Form 990-PF filings

3. ProPublica Nonprofit Explorer — J H Fulton J T Fulton And A H Fulton Memorial Fund (EIN 13-6882400)

   • URL: https://projects.propublica.org/nonprofits/organizations/136882400
   • Accessed: February 2026
   • Financial data: Total Assets $21,672,474; Total Revenue $2,726,425; Charitable Disbursements $1,327,379 (2024)

4. CauseIQ — Middlebury College Jean T Fulton Mem Fund (EIN 13-6136785)

   • URL: https://www.causeiq.com/organizations/middlebury-college-jean-t-fulton-mem-fd-746150,136136785/
   • Accessed: February 2026
   • Related trust confirming Fulton family connection to Middlebury College

5. Middlebury College ArchivesSpace — Alexander Hamilton Fulton Family Papers

   • URL: https://archivesspace.middlebury.edu/repositories/2/resources/7
   • Accessed: February 2026
   • Biographical information on Alexander Hamilton Fulton; confirms his role as Middlebury College trustee and benefactor

6. Middlebury College News and Announcements — John Hamilton Fulton Lecture in the Liberal Arts (established 1966)

   • URL: https://www.middlebury.edu/announcements/2002/08/august-28-2002
   • Accessed: February 2026
   • Context on the Fulton family's longstanding philanthropic connection to Middlebury College

7. IRS Tax-Exempt Organisation Search — EIN 13-6882400

   • Tax-exempt status granted: June 1992
   • Classification: 501(c)(3) Private Foundation, Philanthropy / Voluntarism and Grantmaking