Kathleen C Spicer Scholarship Fund

Private foundation · Grantmaker Richardson, TX EIN: 58-1448686

Kathleen C Spicer Scholarship Fund is a private foundation, based in Richardson, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 3 grants totaling $48K. Net investment income was $34K.

Key facts about Kathleen C Spicer Scholarship Fund

In short: Kathleen C Spicer Scholarship Fund gave $48K across 3 grants in 2025 (avg $16K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

EIN
58-1448686
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$47,500
Grants made (2025)
3
Average grant
$15,833
Median grant
$11,875
Total assets
$1,037,841
Primary geography
Georgia (75% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

-3.1% YoY

Annual Giving

$48K

+7.3% YoY

Grant Count

3

-62.5% YoY

Avg Grant Size

$16K

+186.3% YoY

Under IRS private-foundation payout rules, Kathleen C Spicer Scholarship Fund reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.

How Kathleen C Spicer Scholarship Fund gives

  • Giving held roughly steady from 2022 to 2025 (+3%). Method
  • In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

AtlantaAthensCambridgeGramblingHomewoodKennesawMount BerryStanfordBrookhavenChambleeChapel HillHamptonLookout MountainTucsonWinston-Salem

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K8 grants2020 10 grants2021 12 grants2022 7 grants2023 8 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $25K (2020) to $48K (2025). In 2025 it made 3 grants totaling $48K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

University of Georgia: $24KUniversity of Georgia$24KGa Institute of Technology: $12KGa Institute of Technology$12KSamford University: $12KSamford University$12K

The largest 2025 recipient was University of Georgia ($24K). Together the top 3 received $48K.

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 40 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Georgia Athens, GAEducational Scholarship$23,750
Ga Institute of Technology Atlanta, GAEducational Scholarship$11,875
Samford University Homewood, ALEducational Scholarship$11,875

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,037,841$1,070,983$752,076
Revenue$46,988$370,889$36,178
Expenses$80,533$63,241$61,243
Qualifying Distributions$56,484$53,422$51,700
Net Investment Income$33,513$361,070$27,252
Distributable Amount$52,814$41,714$46,132

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 20, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 19, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 27, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Kathleen C Spicer Scholarship Fund's only listed officer is American National Bank Of Texas, Successor Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • American National Bank Of Texas

    Successor Trustee

    On filings since 2024

    1 hr/week

    $15K (2025)

Former officers (2)
  • Former: Bank Of America (2022–2024) — Trustee
  • Former: Bank Of America N A (2020–2021) — Trustee

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

American National Bank of Texas — Successor Trustee: $15KAmerican National Bank…Successor Trustee$15K

The highest reported compensation on the 2025 filing was $15K, to American National Bank of Texas (Successor Trustee).

Frequently asked questions about Kathleen C Spicer Scholarship Fund

How much does Kathleen C Spicer Scholarship Fund give each year?

Kathleen C Spicer Scholarship Fund gave $48K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $44K across 8 grants.

What is Kathleen C Spicer Scholarship Fund's typical grant size?

Kathleen C Spicer Scholarship Fund's median grant in 2025 was $11,875, and its average grant was $15,833, across 3 grants on its 2025 IRS Form 990-PF.

Where does Kathleen C Spicer Scholarship Fund give grants?

Kathleen C Spicer Scholarship Fund gives mostly in Georgia: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Alabama (25%).

Does Kathleen C Spicer Scholarship Fund give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Kathleen C Spicer Scholarship Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Scholarship" (3 grants).

How large is Kathleen C Spicer Scholarship Fund?

Kathleen C Spicer Scholarship Fund reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets).

What is Kathleen C Spicer Scholarship Fund's EIN?

Kathleen C Spicer Scholarship Fund's EIN (Employer Identification Number) is 58-1448686. 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.

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