Carol and Charles Spaeth Memorial Fund Uw

Private foundation · Grantmaker Wilmington, DE EIN: 13-6883977

Carol and Charles Spaeth Memorial Fund Uw is a private foundation focused on Environment & Animals, based in Wilmington, DE. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.9M in total assets. In 2025, it awarded 2 grants totaling $315K. Net investment income was $282K.

Key facts about Carol and Charles Spaeth Memorial Fund Uw

In short: Carol and Charles Spaeth Memorial Fund Uw gave $315K across 2 grants in 2025 (avg $157K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
13-6883977
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$314,760
Grants made (2025)
2
Average grant
$157,380
Median grant
$157,380
Total assets
$5,876,685
Primary geography
New York (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.9M

-1.0% YoY

Annual Giving

$315K

+46.2% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$157K

+46.2% YoY

Under IRS private-foundation payout rules, Carol and Charles Spaeth Memorial Fund Uw reported a distributable amount of $337K for 2025 — the minimum it must pay out in qualifying distributions.

How Carol and Charles Spaeth Memorial Fund Uw gives

  • Giving held roughly steady from 2022 to 2025 (−2%). Method
  • In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

New York

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2021 to 2025, annual grant giving ranged from $215K (2024) to $323K (2022). In 2025 it made 2 grants totaling $315K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Amer Soc of the Prevention: $157KAmer Soc of the Prevention$157KCommunity Funds Inc: $157KCommunity Funds Inc$157K

The largest 2025 recipient was Amer Soc of the Prevention ($157K). Together the top 2 received $315K.

Grant Size Distribution

10 grants across all recorded years

<$50K$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Amer Soc of the Prevention New York, NYGeneral Operating$157,380
Community Funds Inc New York, NYGeneral Operating$157,380

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,876,685$5,935,652$6,010,417
Revenue$336,061$242,906$2,368,496
Expenses$395,120$317,645$332,597
Qualifying Distributions$336,605$236,145$282,823
Net Investment Income$281,538$190,579$2,316,725
Distributable Amount$337,368$313,489$249,280

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  5. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  6. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Carol and Charles Spaeth Memorial Fund Uw's only listed officer is JTC Trust Company Delaware LTD, Trustee & As Req'd on the 2025 filing (compensated).

Officers on the 2025 filing

  • JTC Trust Company Delaware LTD

    Trustee & As Req'd

    New on the 2025 filing

    $41K (2025)

Former officers (1)
  • Former: Citibank N A (2021–2024) — Trustee & As Req'd

Data from IRS Form 990 filings, 2021–2025. "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

JTC Trust Company Delaware Ltd — Trustee, as Req'd: $41KJTC Trust Company…Trustee, as Req'd$41K

The highest reported compensation on the 2025 filing was $41K, to JTC Trust Company Delaware Ltd (Trustee, as Req'd).

Frequently asked questions about Carol and Charles Spaeth Memorial Fund Uw

How much does Carol and Charles Spaeth Memorial Fund Uw give each year?

Carol and Charles Spaeth Memorial Fund Uw gave $315K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $215K across 2 grants.

How large is Carol and Charles Spaeth Memorial Fund Uw?

Carol and Charles Spaeth Memorial Fund Uw reported $5.9M in total assets on its 2025 IRS Form 990-PF. It paid out $337K in qualifying distributions that year, against a required minimum of $337K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Carol and Charles Spaeth Memorial Fund Uw?

Carol and Charles Spaeth Memorial Fund Uw is a private foundation focused on Environment & Animals, based in Wilmington, DE. It holds $5.9M in total assets as of 2025.

Where does Carol and Charles Spaeth Memorial Fund Uw operate?

Carol and Charles Spaeth Memorial Fund Uw has awarded grants in New York.

What is Carol and Charles Spaeth Memorial Fund Uw's EIN?

Carol and Charles Spaeth Memorial Fund Uw's EIN (Employer Identification Number) is 13-6883977. IRS Form 990 filing data is available on this page for 2021–2025.

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

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