Jacqueline S Sperry 1996 Tr
Jacqueline S Sperry 1996 Tr is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $878K in total assets. In 2025, it awarded 6 grants totaling $66K. Net investment income was $42K.
Jacqueline S Sperry 1996 Tr at a glance
In short: Jacqueline S Sperry 1996 Tr gave $66K across 6 grants in 2025 (avg $11K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $66,000
- +0.0% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $11,000
- +0.0% vs 2024
- Median grant
- $11,000
- Total assets
- $877,935
- -2.5% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jacqueline S Sperry 1996 Tr funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Pet Orphans of Southern California ($11K). Together the top 6 received $66K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Jacqueline S Sperry 1996 Tr gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 106% 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 2025, annual grant giving ranged from $66K (2020) to $66K (2025). In 2025 it made 6 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pet Orphans of Southern California Van Nuys, CA | General Purposes | $11,000 |
| Delta Rescue Glendale, CA | General Purposes | $11,000 |
| Pet Adoption Fund Canoga Park, CA | General Purposes | $11,000 |
| Animal Care Foundation Pasadena, CA | General Purposes | $11,000 |
| Lange Foundation Los Angeles, CA | General Purposes | $11,000 |
| K9 Connection Santa Monica, CA | General Purposes | $11,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $877,935 | $70,946 | $93,592 | $66,000 | 6 | $68,515 | $42,079 | $64,354 |
| 2024 | $900,581 | $86,588 | $92,053 | $66,000 | 6 | $68,365 | $59,531 | $64,165 |
| 2023 | $906,549 | $27,472 | $24,829 | — | — | $2,365 | $5,984 | $58,359 |
| 2022 | $904,508 | $30,786 | $93,728 | $66,000 | 6 | $68,295 | $5,954 | $68,836 |
| 2021 | $968,271 | $117,496 | $91,911 | $66,000 | 6 | $68,250 | $92,032 | $68,128 |
| 2020 | $942,686 | $20,216 | $90,457 | $66,000 | 6 | — | $1,972 | $59,301 |
Under IRS private-foundation payout rules, Jacqueline S Sperry 1996 Tr reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jacqueline S Sperry 1996 Tr's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Fiduciary Trust CO
Trustee
On filings since 2020
$16K (2020) → $18K (2025)
Lionel B. Sanders CPA
Trustee
On filings since 2020
$5K (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
The highest reported compensation on the 2025 filing was $18K, to Fiduciary Trust CO (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Jacqueline S Sperry 1996 Tr
How much does Jacqueline S Sperry 1996 Tr give each year?
Jacqueline S Sperry 1996 Tr gave $66K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $66K across 6 grants.
What is Jacqueline S Sperry 1996 Tr's typical grant size?
Jacqueline S Sperry 1996 Tr's median grant in 2025 was $11,000, and its average grant was $11,000, across 6 grants on its 2025 IRS Form 990-PF.
Where does Jacqueline S Sperry 1996 Tr give grants?
Jacqueline S Sperry 1996 Tr gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Jacqueline S Sperry 1996 Tr give general operating support?
Yes: 100% of Jacqueline S Sperry 1996 Tr's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Jacqueline S Sperry 1996 Tr's largest grantees?
Jacqueline S Sperry 1996 Tr's largest 2025 grantees include Pet Orphans of Southern California ($11,000), Delta Rescue ($11,000) and Pet Adoption Fund ($11,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Jacqueline S Sperry 1996 Tr?
Jacqueline S Sperry 1996 Tr reported $878K in total assets on its 2025 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets).
What is Jacqueline S Sperry 1996 Tr's EIN?
Jacqueline S Sperry 1996 Tr's EIN (Employer Identification Number) is 95-7079819. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Live grants for the work Jacqueline S Sperry 1996 Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Jacqueline S Sperry 1996 Tr's focus areas in our free grants database
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