The Paul & Hilda Sperry Charitable Trust
The Paul & Hilda Sperry Charitable Trust is a private foundation based in Dallas, Texas. It reported 10 grants totaling $76,600 in 2025, all for $7,660, to charitable organizations in Florida, Washington, DC, New York, Illinois, and Georgia.
Key facts about The Paul & Hilda Sperry Charitable Trust
In short: The Paul & Hilda Sperry Charitable Trust gave $77K across 10 grants in 2025 (avg $8K), mostly in Florida. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 59-7275255
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $76,600
- Grants made (2025)
- 10
- Average grant
- $7,660
- Median grant
- $7,660
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Total assets
- $1,548,614
- Primary geography
- Florida (50% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
+3.7% YoY
Annual Giving
$77K
+11.3% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$8K
+11.3% YoY
Under IRS private-foundation payout rules, The Paul & Hilda Sperry Charitable Trust reported a distributable amount of $88K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Paul & Hilda Sperry Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included organizations working in health, public media, and conservation. For example, Baptist Health System Foundation describes its mission as making “hope, healing and well-being accessible to every person as an expression of God’s love.” WJCT says it uses its resources to support human diversity, lifelong learning, and civic engagement. The Arthritis Foundation describes its work as pursuing a cure for arthritis and providing resources, science, advocacy, and community connections.
Grantmaking
In 2025, the trust awarded 10 grants totaling $76,600. Each grant was $7,660. Recipients included Sloan-Kettering Institute for Cancer ($7,660), American Cancer Society FL Division ($7,660), Alzheimer’s Association ($7,660), American Heart Association ($7,660), American Red Cross ($7,660), National Parks Conservation ($7,660), Arthritis Foundation ($7,660), WJCT ($7,660), University of Florida Foundation ($7,660), and Baptist Health System Foundation ($7,660). The stated purpose for each was “unrestricted general.”
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Paul & Hilda Sperry Charitable Trust?
Geographic Focus
Where this funder awards grants
The 2025 grants went to recipients in Florida (50% of grant dollars), Washington, DC (20%), New York (10%), Illinois (10%), and Georgia (10%).
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $51K (2023) to $87K (2022). In 2025 it made 10 grants totaling $77K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Sloan-Kettering Institute for Cancer ($8K). Together the top 10 received $77K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sloan-Kettering Institute for Cancer New York, NY | Unrestricted General | $7,660 |
| American Cancer Society FL Division Inc Tampa, FL | Unrestricted General | $7,660 |
| Alzheimer's Association Chicago, IL | Unrestricted General | $7,660 |
| American Heart Association Inc St Petersburg, FL | Unrestricted General | $7,660 |
| American Red Cross Washington, DC | Unrestricted General | $7,660 |
| National Parks Conservation Washington, DC | Unrestricted General | $7,660 |
| Arthritis Foundation Inc Atlanta, GA | Unrestricted General | $7,660 |
| WJCT Inc Jacksonville, FL | Unrestricted General | $7,660 |
| University of FL Foundation Inc Gainesville, FL | Unrestricted General | $7,660 |
| Baptist Health System Foundation Inc Jacksonville, FL | Unrestricted General | $7,660 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,548,614 | $164,246 | $108,648 | $76,600 |
| 2024 | $1,492,819 | $156,455 | $96,678 | $68,830 |
| 2023 | $1,434,592 | $42,286 | $75,771 | $51,270 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,548,614 | $1,492,819 | $1,434,592 |
| Revenue | $164,246 | $156,455 | $42,286 |
| Expenses | $108,648 | $96,678 | $75,771 |
| Qualifying Distributions | $87,259 | $78,873 | $60,299 |
| Net Investment Income | $145,751 | $137,580 | $22,269 |
| Distributable Amount | $88,020 | $82,504 | $75,384 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
The Paul & Hilda Sperry Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$26K (2021) → $25K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $25K, to Bank of America (Trustee).
Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Frequently asked questions about The Paul & Hilda Sperry Charitable Trust
How much does The Paul & Hilda Sperry Charitable Trust give each year?
The Paul & Hilda Sperry Charitable Trust gave $77K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $69K across 10 grants.
What is The Paul & Hilda Sperry Charitable Trust's typical grant size?
The Paul & Hilda Sperry Charitable Trust's median grant in 2025 was $7,660, and its average grant was $7,660, across 10 grants on its 2025 IRS Form 990-PF.
Where does The Paul & Hilda Sperry Charitable Trust give grants?
The Paul & Hilda Sperry Charitable Trust gives mostly in Florida: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (20%) and New York (10%). The most frequent recipient cities were Washington, DC (2 grants) and Jacksonville, FL (2 grants).
Does The Paul & Hilda Sperry Charitable Trust give general operating support?
Yes: 100% of The Paul & Hilda Sperry Charitable Trust's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Paul & Hilda Sperry Charitable Trust's largest grantees?
The Paul & Hilda Sperry Charitable Trust's largest 2025 grantees include Sloan-Kettering Institute for Cancer ($7,660), American Cancer Society FL Division Inc ($7,660) and Alzheimer's Association ($7,660), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is The Paul & Hilda Sperry Charitable Trust?
The Paul & Hilda Sperry Charitable Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $87K in qualifying distributions that year, against a required minimum of $88K (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 does The Paul & Hilda Sperry Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included organizations working in health, public media, and conservation. See mission & focus areas ↑
How do I apply for a grant from The Paul & Hilda Sperry Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does The Paul & Hilda Sperry Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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