Jacqueline S Sperry 1996 Tr
Jacqueline S Sperry 1996 Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $901K in total assets. In 2024, it awarded 6 grants totaling $66K. Net investment income was $60K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$901K
-0.7% YoY
Annual Giving
$66K
Grant Count
6
Avg Grant Size
$11K
Under IRS private-foundation payout rules, Jacqueline S Sperry 1996 Tr reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.
About Jacqueline S Sperry 1996 Tr
Based on IRS filings
Jacqueline S Sperry 1996 Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $901K in total assets. In 2024, it awarded 6 grants totaling $66K. Net investment income was $60K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $900,581 | $906,549 | $904,508 |
| Revenue | $86,588 | $27,472 | $30,786 |
| Expenses | $92,053 | $24,829 | $93,728 |
| Qualifying Distributions | $68,365 | $2,365 | $68,295 |
| Net Investment Income | $59,531 | $5,984 | $5,954 |
| Distributable Amount | $64,165 | $58,359 | $68,836 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pet Orphans of Southern California ($11,000), Delta Rescue ($11,000), Pet Adoption Fund ($11,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIDUCIARY TRUST CO | TRUSTEE | — | $18,044 |
| LIONEL B SANDERS CPA | TRUSTEE | — | $5,200 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jacqueline S Sperry 1996 Tr?
Jacqueline S Sperry 1996 Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $901K in total assets as of 2024.
How large is Jacqueline S Sperry 1996 Tr?
As of 2024, Jacqueline S Sperry 1996 Tr holds $901K in total assets with $87K in annual revenue. It awarded 6 grants totaling $66K in 2024.
Where does Jacqueline S Sperry 1996 Tr operate?
Jacqueline S Sperry 1996 Tr has awarded grants in California.
What size grants does Jacqueline S Sperry 1996 Tr award?
In 2024, Jacqueline S Sperry 1996 Tr awarded 6 grants totaling $66K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Jacqueline S Sperry 1996 Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jacqueline S Sperry 1996 Tr reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.