The Paul & Hilda Sperry Charitable Trust
The Paul & Hilda Sperry Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 10 grants totaling $69K. Net investment income was $138K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
+4.1% YoY
Annual Giving
$69K
+34.3% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$7K
+34.3% YoY
Under IRS private-foundation payout rules, The Paul & Hilda Sperry Charitable Trust reported a distributable amount of $83K for 2024 — the minimum it must pay out in qualifying distributions.
About The Paul & Hilda Sperry Charitable Trust
Based on IRS filings
The Paul & Hilda Sperry Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 10 grants totaling $69K. Net investment income was $138K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,492,819 | $1,434,592 | $1,468,599 |
| Revenue | $156,455 | $42,286 | $-34,725 |
| Expenses | $96,678 | $75,771 | $120,117 |
| Qualifying Distributions | $78,873 | $60,299 | $96,572 |
| Net Investment Income | $137,580 | $22,269 | $13,104 |
| Distributable Amount | $82,504 | $75,384 | $77,086 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sloan-kettering Institute for Cancer ($6,883), American Cancer Society Fl Division Inc ($6,883), Alzheimer's Association ($6,883).
| Recipient | Purpose | Amount |
|---|---|---|
| SLOAN-KETTERING INSTITUTE FOR CANCER NEW YORK, NY | UNRESTRICTED GENERAL | $6,883 |
| AMERICAN CANCER SOCIETY FL DIVISION INC TAMPA, FL | UNRESTRICTED GENERAL | $6,883 |
| ALZHEIMER'S ASSOCIATION CHICAGO, IL | UNRESTRICTED GENERAL | $6,883 |
| AMERICAN HEART ASSOCIATION INC ST PETERSBURG, FL | UNRESTRICTED GENERAL | $6,883 |
| AMERICAN RED CROSS WASHINGTON, DC | UNRESTRICTED GENERAL | $6,883 |
| NATIONAL PARKS CONSERVATION WASHINGTON, DC | UNRESTRICTED GENERAL | $6,883 |
| ARTHRITIS FOUNDATION INC ATLANTA, GA | UNRESTRICTED GENERAL | $6,883 |
| WJCT INC JACKSONVILLE, FL | UNRESTRICTED GENERAL | $6,883 |
| UNIVERSITY OF FL FOUNDATION INC GAINESVILLE, FL | UNRESTRICTED GENERAL | $6,883 |
| BAPTIST HEALTH SYSTEM FOUNDATION INC JACKSONVILLE, FL | UNRESTRICTED GENERAL | $6,883 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $23,858 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Paul & Hilda Sperry Charitable Trust?
The Paul & Hilda Sperry Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $1.5M in total assets as of 2024.
How large is The Paul & Hilda Sperry Charitable Trust?
As of 2024, The Paul & Hilda Sperry Charitable Trust holds $1.5M in total assets with $156K in annual revenue. It awarded 10 grants totaling $69K in 2024.
Where does The Paul & Hilda Sperry Charitable Trust operate?
The Paul & Hilda Sperry Charitable Trust has awarded grants in District of Columbia, Florida, Georgia, Illinois, New York.
What size grants does The Paul & Hilda Sperry Charitable Trust award?
In 2024, The Paul & Hilda Sperry Charitable Trust awarded 10 grants totaling $69K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is The Paul & Hilda Sperry Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Paul & Hilda Sperry Charitable Trust reported a distributable amount of $83K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Paul & Hilda Sperry Charitable Trust's EIN?
The Paul & Hilda Sperry Charitable Trust's EIN (Employer Identification Number) is 59-7275255. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Paul & Hilda Sperry Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.