Spencer Educational Foundation Inc logo

Spencer Educational Foundation Inc

NEW YORK, NY EIN: 58-1420617 Website

Spencer Educational Foundation Inc is a 501(c)(3) public charity located in New York, NY (PO Box 23613, New York, NY 10087-3613). The organization was founded in 1979 by the RIMS Atlanta Chapter and remains the leading organization funding the education of future leaders in risk management and insurance. Since its inception, Spencer has awarded more than $11 million in scholarships and over $11 million in grants to universities and professional institutions, impacting over 135,000 students across the United States and Canada.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$10.1M

+6.0% YoY

Annual Giving

$955K

+24.0% YoY

Grant Count

71

+22.4% YoY

Avg Grant Size

$13K

+1.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Spencer Educational Foundation funds the education of tomorrow's risk management and insurance leaders through scholarships, grants, course development, and internships.

The organization operates four primary program areas:

Scholarships — Merit-based scholarships and grants to university students pursuing careers in risk management, insurance, and/or actuarial science. Spencer awards undergraduate, graduate, and PhD scholarships to students studying at institutions in the United States and Canada, as well as part-time graduate scholarships to risk and insurance professionals continuing their education. Since 1980, Spencer has invested over $11 million in the Scholarship program, with awards to over 1,700 students. More than 85% of Spencer Scholarship recipients remain in the industry.

Course Development Grants — Support for the creation and expansion of Risk Management and Insurance (RMI) courses and programs at universities and colleges in the United States and Canada. Since 2014, Spencer has invested over $1.6 million in developing risk management curricula.

Internships — Internship grant programs supporting experiential learning opportunities. Spencer provides internship grants of up to $7,500 to risk managers to hire interns in the risk management function of their organizations. Employers apply for the grants from Spencer, and students apply directly with companies for internship opportunities.

General Grants — Support for initiatives that align with the Foundation's mission to fund the education of tomorrow's risk management and insurance leaders.

Grantmaking

Grant Types

**

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Geographic Focus

Where this funder awards grants

Spencer funds educational institutions and programs in the United States and Canada.

Grant Distribution by State

33states
+25 more states

Cities

AlexandriaAlpharettaAnaheimArlingtonAthensAtlantaAustinBaltimoreBelleair BlfBloomingtonBloomsburyBooneBostonBowieBowling GreenBrockportBronxBrookfieldBrooklynCharlotte

Financial History

Multi-year comparison from IRS filings

2023 Financial Data

  • Total Assets: $9,493,138
  • Total Revenue: $2,484,287
  • Total Expenses: $2,733,177
  • Total Liabilities: $419,000

Historical Impact

  • Over $11 million awarded in scholarships since 1980
  • Over $11 million awarded in grants to universities and professional institutions
  • Over $1.6 million invested in course development since 2014
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$978K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$10,061,035$9,493,138$9,082,783
Revenue$3,555,059$2,484,287$2,712,012
Expenses$3,083,558$2,733,177$2,306,449
Qualifying Distributions
Net Investment Income$469,737$296,985$173,504
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$239K$478K$717K$955K36 grants202048 grants202143 grants202258 grants202371 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ST JOSEPH'S UNIVERSITY$50KVIRGINIA COMMONWEALTH UN…$35KTHE UNIVERSITY OF GEORGIA$34KUNIVERSITY OF HOUSTON - …$32KSOUTHEASTERN LOUISIANA U…$29KTHE NATIONAL ALLIANCE FO…$25KSTATE UNIVERSITY OF NEW …$23KUNIVERSITY OF COLORADO-D…$20KSAVANNAH STATE UNIVERSITY$20KINSURING MI FUTURE$20K

Grant Size Distribution

227 grants across all recorded years

214<$50K11$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MEGAN MILLEREXECUTIVE DIRECTOR$342KKENNETH GOLDSTEINUNIVERSITY PARTNERSHIPS DI$170KTANDEKA NOMVETEEXTERNAL ENGAGEMENT DIRECT$162KGINA M BOYLEFINANCE AND OPERATIONS DIR$23K

From 2024 filing

NameTitleHoursCompensation
STEPHEN ACUNTO JRDIRECTOR1
JOSEPH CELLURADIRECTOR1
DR CASSANDRA COLEDIRECTOR1
RON DAVIS RETIRED 112024DIRECTOR1
ANDREA M DUDEKDIRECTOR1
DUNCAN ELLISDIRECTOR1
JULIE GIBSONDIRECTOR1
CHRISTOPHER J LANG RET 121124DIRECTOR1
JOSEPH V LAROCCO JRDIRECTOR1
DR WEILI LUDIRECTOR1
MICHELLE MCLANE JOINED 1124DIRECTOR1
B PUCKETT GALLAGHERDIRECTOR1
MICHELE J SANSONEDIRECTOR1
MATTHEW SCHNEIDER RETIRED 121124DIRECTOR1
LORI SEIDENBERG RETIRED 1124DIRECTOR1
BEN SLOOPDIRECTOR1
SUE SRINIVASANDIRECTOR1
ELIZABETH RICCIARDELLIDIRECTOR1
ROBIN ROEDERDIRECTOR1
ALBAN LALOUM JOINED 1124DIRECTOR1
TERESA BLACK RETIRED 121124DIRECTOR1
KRISTEN BESSETTE RET 121124DIRECTOR1
JOHNELL HOLLYCHAIR5
JEFFREY COHENPRESIDENT3
BOB THOMASVICE PRESIDENT3
JACKIE BOLIGSECRETARY3
MICHAEL VANACKERTREASURER3
MEGAN MILLEREXECUTIVE DIRECTOR40$341,738
GINA M BOYLEFINANCE AND OPERATIONS DIR40$22,750
TANDEKA NOMVETEEXTERNAL ENGAGEMENT DIRECT40$161,731
KENNETH GOLDSTEINUNIVERSITY PARTNERSHIPS DI40$170,048

Recent News & Activity

Recent developments and announcements

2025

Spencer Educational Foundation has announced record-breaking scholarship awards in recent years, including setting new milestones with 2025 scholarship awards and awarding a record-breaking number of scholarships in 2024. In 2023, the organization awarded close to $700,000 in scholarships and over $1.6 million for risk management and insurance education initiatives.

Spencer Educational Foundation Sets New Milestones with 2025 ...

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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