Jean-ann and Wilfred D Spencer Jr Scholarship Tr

NORTHAMPTON, MA EIN: 04-6924288

Jean-ann and Wilfred D Spencer Jr Scholarship Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTHAMPTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $297K in total assets. In 2024, it awarded 7 grants totaling $14K. Net investment income was $162.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$297K

-5.6% YoY

Annual Giving

$14K

-30.0% YoY

Grant Count

7

-30.0% YoY

Avg Grant Size

$2K

+0.0% YoY

About Jean-ann and Wilfred D Spencer Jr Scholarship Tr

Based on IRS filings

Jean-ann and Wilfred D Spencer Jr Scholarship Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTHAMPTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $297K in total assets. In 2024, it awarded 7 grants totaling $14K. Net investment income was $162.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

EasthamptonFlorenceLeedsNorthamptonSouth Hadley

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6K$13K$19K$26K20202021202220232024
Metric202420232022
Total Assets$297,007$314,677$337,653
Revenue$162$489$238
Expenses$17,825$23,466$19,429
Qualifying Distributions$14,000$20,000$19,364
Net Investment Income$162$489$238
Distributable Amount$15,025$15,947$17,144

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K0 grants20208 grants20218 grants202210 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Aliya Axelrad$2KHazel Bernhard$2KCatherine Dawkins$2KJosephine Hopkins$2KSarah Molnar$2KOlivia Wright$2KElisabeth Yunga$2K

Grant Size Distribution

33 grants across all recorded years

33<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
G David SharpTrustee0.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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