Kathleen C Spicer Scholarship Fund
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
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was University of Georgia ($24K). Together the top 3 received $48K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Georgia Athens, GA | Educational Scholarship | $23,750 |
| Ga Institute of Technology Atlanta, GA | Educational Scholarship | $11,875 |
| Samford University Homewood, AL | Educational Scholarship | $11,875 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 20, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 19, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 27, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
- 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
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.
Here's the math on researching Kathleen C Spicer Scholarship Fund by hand.
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