Jean-ann and Wilfred D Spencer Jr Scholarship Tr
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
Under IRS private-foundation payout rules, Jean-ann and Wilfred D Spencer Jr Scholarship Tr reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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 | $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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Aliya Axelrad ($2,000), Hazel Bernhard ($2,000), Catherine Dawkins ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Aliya Axelrad Easthampton, MA | Education scholarship | $2,000 |
| Hazel Bernhard Northampton, MA | Educatoion Scholarship | $2,000 |
| Catherine Dawkins Northampton, MA | Education Scholarship | $2,000 |
| Josephine Hopkins Northampton, MA | Education Scholarship | $2,000 |
| Sarah Molnar Northampton, MA | Education Scholarship | $2,000 |
| Olivia Wright Leeds, MA | Educaition Scholarship | $2,000 |
| Elisabeth Yunga Northampton, MA | Education Scholarship | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| G David Sharp | Trustee | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jean-ann and Wilfred D Spencer Jr Scholarship Tr?
Jean-ann and Wilfred D Spencer Jr Scholarship Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTHAMPTON, MA. It holds $297K in total assets as of 2024.
How large is Jean-ann and Wilfred D Spencer Jr Scholarship Tr?
As of 2024, Jean-ann and Wilfred D Spencer Jr Scholarship Tr holds $297K in total assets with $162 in annual revenue. It awarded 7 grants totaling $14K in 2024.
Where does Jean-ann and Wilfred D Spencer Jr Scholarship Tr operate?
Jean-ann and Wilfred D Spencer Jr Scholarship Tr has awarded grants in Massachusetts.
What size grants does Jean-ann and Wilfred D Spencer Jr Scholarship Tr award?
In 2024, Jean-ann and Wilfred D Spencer Jr Scholarship Tr awarded 7 grants totaling $14K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Jean-ann and Wilfred D Spencer Jr Scholarship Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jean-ann and Wilfred D Spencer Jr Scholarship Tr reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jean-ann and Wilfred D Spencer Jr Scholarship Tr's EIN?
Jean-ann and Wilfred D Spencer Jr Scholarship Tr's EIN (Employer Identification Number) is 04-6924288. 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.
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