Spencer Charitable Fund
Spencer Charitable Fund is a private foundation focused on Education, based in Larchmont, NY. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $513K in total assets. In 2026, it awarded 7 grants totaling $223K. Net investment income was $280K.
Spencer Charitable Fund at a glance
In short: Spencer Charitable Fund gave $223K across 7 grants in 2026 (avg $32K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $223,000
- +39.4% vs 2025
- Grants made (2026)
- 7
- +16.7% vs 2025
- Average grant
- $31,857
- +19.5% vs 2025
- Median grant
- $5,000
- Total assets
- $513,082
- +9.6% vs 2025
- Primary geography
- New York (70% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Spencer Charitable Fund funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2026
The largest 2026 recipient was White Plains Hospital Fdtn ($150K). Together the top 7 received $223K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 28 grants of 34 (82%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 7 itemized grants.
Cities
How Spencer Charitable Fund gives
- Giving grew 57% from 2023 to 2026. Method
- In 2026 it paid out 90% 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 2021 to 2026, annual grant giving ranged from $36K (2021) to $223K (2026). In 2026 it made 7 grants totaling $223K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| White Plains Hospital Fdtn White Plains, NY | Genl Charitable | $150,000 |
| Greenwich Hospital Cos Cob, CT | Genl Charitable | $50,000 |
| Univ of Rhode Island Foundation Kingston, RI | Genl Charitable | $10,000 |
| Mount Sinai School of Medicine New York, NY | Genl Charitable | $5,000 |
| Smith College Northampton, MA | Genl Charitable | $5,000 |
| The Andrew McDonough B Foundation Wilmington, DE | Genl Charitable | $2,000 |
| Visiting Nurse Service NewYork, NY | Genl Charitable | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $513,082 | $136,264 | $242,982 | $223,000 | 7 | $234,717 | $279,558 | $259,467 |
| 2025 | $468,241 | $127,457 | $199,424 | $160,000 | 6 | $362,663 | $226,299 | $225,410 |
| 2024 | $429,604 | $119,575 | $184,070 | $160,000 | 5 | $172,428 | $113,191 | $183,328 |
| 2023 | $489,385 | $118,258 | $165,524 | $142,000 | 8 | $154,206 | $106,986 | $167,551 |
| 2022 | $536,604 | $114,662 | $173,380 | $151,000 | 8 | $161,147 | $113,343 | $169,697 |
| 2021 | $585,789 | $109,448 | $58,603 | $36,000 | 6 | — | $99,335 | $152,950 |
Under IRS private-foundation payout rules, Spencer Charitable Fund reported a distributable amount of $259K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Spencer Charitable Fund's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.
Officers on the 2026 filing
Gordon S Oppenheimer
Trustee
On filings since 2021
12 hrs/week
$6K (2021) → $8K (2026)
Alexandra Oppenheimer Delvito
Trustee
New on the 2026 filing
10 hrs/week
$8K (2026)
Former officers (2)
- Former: Alexandra Oppenheimer (2021–2025) — Trustee
- Former: Jason Oppenheimer (2021–2025) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $8K, to Gordon S Oppenheimer (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Spencer Charitable Fund
How much does Spencer Charitable Fund give each year?
Spencer Charitable Fund gave $223K across 7 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $160K across 6 grants.
What is Spencer Charitable Fund's typical grant size?
Spencer Charitable Fund's median grant in 2026 was $5,000, and its average grant was $31,857, across 7 grants on its 2026 IRS Form 990-PF.
Where does Spencer Charitable Fund give grants?
Spencer Charitable Fund gives mostly in New York: 70% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (22%). The most frequent recipient cities were New York, NY (2 grants).
Does Spencer Charitable Fund give general operating support?
Not in 2026: none of the 7 grants with a stated purpose on Spencer Charitable Fund's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Genl Charitable" (7 grants).
Who are Spencer Charitable Fund's largest grantees?
Spencer Charitable Fund's largest 2026 grantees include White Plains Hospital Fdtn ($150,000), Greenwich Hospital ($50,000) and Univ of Rhode Island Foundation ($10,000), according to its 2026 IRS Form 990-PF. Together they received 94% of its itemized 2026 grant dollars.
How large is Spencer Charitable Fund?
Spencer Charitable Fund reported $513K in total assets on its 2026 IRS Form 990-PF. It paid out $235K in qualifying distributions that year, against a required minimum of $259K (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 Spencer Charitable Fund?
Spencer Charitable Fund is a private foundation focused on Education, based in Larchmont, NY. It holds $513K in total assets as of 2026.
What is Spencer Charitable Fund's EIN?
Spencer Charitable Fund's EIN (Employer Identification Number) is 13-6855911. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 18, 2026)
- IRS filings on file for fiscal years 2021–2025
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