Semper Charitable Foundation
Semper Charitable Foundation is a private foundation, based in St Helena, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $288K in total assets. In 2025, it awarded 7 grants totaling $9K. Net investment income was $13K.
Semper Charitable Foundation at a glance
In short: Semper Charitable Foundation gave $9K across 7 grants in 2025 (avg $1K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,015
- +12.2% vs 2024
- Grants made (2025)
- 7
- +40.0% vs 2024
- Average grant
- $1,288
- -19.9% vs 2024
- Median grant
- $1,000
- Total assets
- $288,293
- +3.6% vs 2024
- Primary geography
- California (56% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Semper Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Honor the Promise ($3K). Together the top 6 received $9K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 51 grants of 51 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Semper Charitable Foundation gives
- Giving fell 67% from 2022 to 2025. Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $7K (2021) to $28K (2022). In 2025 it made 7 grants totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Honor the Promise Alexandria, VA | To be used to further the purposes of the organization. | $3,000 |
| St Helena Hospital Foundation St Helena, CA | To be used to further the purposes of the organization. | $2,500 |
| Cameo Cinema Foundation St Helena, CA | To be used to further the purposes of the organization. | $1,500 |
| Aquinas House at Dartmouth Hanover, NH | To be used to further the purposes of the organization. | $1,000 |
| Nimbus Arts St Helena, CA | To be used to further the purposes of the organization. | $415 |
| St Helena Montessori St Helena, CA | To be used to further the purposes of the organization. | $350 |
| St Helena Hospital Foundation St Helena, CA | To be used to further the purposes of the organization. | $250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $288,293 | $26,200 | $16,116 | $9,015 | 7 | $12,446 | $12,967 | $14,275 |
| 2024 | $278,209 | $36,965 | $16,823 | $8,038 | 5 | $12,386 | $9,379 | $13,470 |
| 2023 | $263,067 | $32,261 | $22,340 | $14,130 | 13 | $18,155 | $2,593 | $12,469 |
| 2022 | $248,160 | $11,613 | $34,843 | $27,541 | 18 | $31,175 | $3,323 | $13,129 |
| 2021 | $272,826 | $25,515 | $11,380 | $6,860 | 8 | $9,849 | $7,806 | $13,337 |
| 2020 | $243,454 | $10,146 | $24,165 | $10,392 | 7 | — | $8,444 | $12,320 |
Under IRS private-foundation payout rules, Semper Charitable Foundation reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Semper Charitable Foundation is led by Mary C. Agee, Director on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Mary C. Agee
Director
On filings since 2020
30 hrs/week
No compensation reported
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.
Frequently asked questions about Semper Charitable Foundation
How much does Semper Charitable Foundation give each year?
Semper Charitable Foundation gave $9K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 5 grants.
What is Semper Charitable Foundation's typical grant size?
Semper Charitable Foundation's median grant in 2025 was $1,000, and its average grant was $1,288, across 7 grants on its 2025 IRS Form 990-PF.
Where does Semper Charitable Foundation give grants?
Semper Charitable Foundation gives mostly in California: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (33%) and New Hampshire (11%). The most frequent recipient cities were St Helena, CA (5 grants).
Does Semper Charitable Foundation give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Semper Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Be Used to Further the Purposes of the Organization." (7 grants).
Who are Semper Charitable Foundation's largest grantees?
Semper Charitable Foundation's largest 2025 grantees include Honor the Promise ($3,000), St Helena Hospital Foundation ($2,750 across 2 grants) and Cameo Cinema Foundation ($1,500), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Semper Charitable Foundation?
Semper Charitable Foundation reported $288K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Semper Charitable Foundation's EIN?
Semper Charitable Foundation's EIN (Employer Identification Number) is 13-3190113. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2020–2025
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