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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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