The Morton and Spapperi Family Foundation

VIENNA, VA EIN: 32-6409207

The Morton and Spapperi Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VIENNA, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $583K in total assets. In 2024, it made $4K in qualifying distributions. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$583K

+5.7% YoY

Revenue

$20K

+103.0% YoY

Qualifying Distributions

$4K

-22.0% YoY

Expenses

$11K

-5.1% YoY

Under IRS private-foundation payout rules, The Morton and Spapperi Family Foundation reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About The Morton and Spapperi Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $1K (100%)

States

Connecticut

Cities

New Haven

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$583,346	$551,825	$515,520
Revenue	$20,196	$9,947	$96,423
Expenses	$10,567	$11,133	$10,772
Qualifying Distributions	$4,158	$5,331	$5,523
Net Investment Income	$17,263	$13,589	$92,318
Distributable Amount	$28,008	$26,078	$28,852

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JULIE SPAPPERI-MORTON	TRUSTEE, PRESIDENT	8	—
KENT MORTON	TRUSTEE, CHAIRMAN	5	—
LEISA RUSSELL	CHIEF FINANCIAL OFFICER	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Morton and Spapperi Family Foundation?

The Morton and Spapperi Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VIENNA, VA. It holds $583K in total assets as of 2024.

How large is The Morton and Spapperi Family Foundation?

As of 2024, The Morton and Spapperi Family Foundation holds $583K in total assets with $20K in annual revenue.

Where does The Morton and Spapperi Family Foundation operate?

The Morton and Spapperi Family Foundation has awarded grants in Connecticut.

How much is The Morton and Spapperi Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Morton and Spapperi Family Foundation reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Morton and Spapperi Family Foundation's EIN?

The Morton and Spapperi Family Foundation's EIN (Employer Identification Number) is 32-6409207. IRS Form 990 filing data is available on this page for 2020–2024.