William and Nancy Kirk Scholarship Fund Trust
The William and Nancy Kirk Scholarship Fund Trust is a Form 990-PF private foundation based in Stoneham, Massachusetts. It awards scholarships to eligible graduating seniors who meet its residency and school requirements.
William and Nancy Kirk Scholarship Fund Trust at a glance
In short: William and Nancy Kirk Scholarship Fund Trust gave $132K across 21 grants in 2025 (avg $6K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $132,000
- -7.0% vs 2024
- Grants made (2025)
- 21
- -25.0% vs 2024
- Average grant
- $6,286
- +23.9% vs 2024
- Median grant
- $6,000
- Total assets
- $2,771,118
- -0.8% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to William and Nancy Kirk Scholarship Fund Trust
- How to Apply
-
The filing identifies David Aptaker, trustee, as the contact and directs applicants to see pages 12, 13, and 14 of the trust documents for forms and materials. The trust states that it does not restrict giving to preselected organizations. Applicants must meet the school and Stoneham residency requirements stated above.
- Review Cycle
- None stated.
- Deadline
- None stated.
- Contact
Application contact: David Aptaker Trustee
Mailing address: 92 Montvale Ave Suite 2800, Stoneham, MA 02180
Phone: (617) 776-2211
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William and Nancy Kirk Scholarship Fund Trust funds
How this funder distributes its grants
Grant Size Distribution
122 grants across all recorded years
The most common grant size was under $50K: 122 grants of 122 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for filing year 2025 went to recipients in Massachusetts. The stated award restrictions cover eligible graduating seniors attending Stoneham High School or a private or parochial school in Massachusetts or New Hampshire who meet the Stoneham residency requirement.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
How William and Nancy Kirk Scholarship Fund Trust gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $129K (2019) to $167K (2020). In 2025 it made 21 grants totaling $132K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 21 individual scholarships Recipients not named | — | $132,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,771,118 | $145,887 | $167,922 | $132,000 | 21 | $160,726 | $141,291 | $150,803 |
| 2024 | $2,793,153 | $161,909 | $158,850 | $142,000 | 28 | $151,680 | $156,754 | $147,172 |
| 2023 | $2,790,094 | $90,844 | $170,700 | $152,000 | 26 | $165,441 | $88,707 | $142,800 |
| 2022 | $2,869,950 | $2,459 | $171,990 | $157,000 | 26 | $165,650 | $69,125 | $150,979 |
| 2021 | $3,039,481 | $72,944 | $171,770 | $154,000 | 21 | $165,082 | $69,240 | $162,503 |
| 2020 | $3,138,307 | $81,880 | $184,829 | $167,000 | 42 | — | $76,335 | $174,657 |
| 2019 | $3,241,257 | $119,014 | $140,517 | $129,000 | 31 | — | $99,019 | $162,285 |
Under IRS private-foundation payout rules, William and Nancy Kirk Scholarship Fund Trust reported a distributable amount of $151K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The trust funds scholarships. Its filing states that awards are restricted to graduating seniors from Stoneham High School or a private or parochial school located in Massachusetts or New Hampshire who have been bona fide residents of Stoneham for at least two years before their graduation date.
Grantmaking
In filing year 2025, the trust reported 21 grants totaling $132,000. Grants ranged from $2,000 to $11,000, with a median of $6,000. The largest award was $11,000; six individual recipients received $10,000 each, and three received $9,000 each. All reported grant dollars went to recipients in Massachusetts.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David Aptaker as trustee.
William and Nancy Kirk Scholarship Fund Trust is led by David Aptaker, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
David Aptaker
Trustee
On filings since 2019
2 hrs/week
$7K (2025)
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 $7K, to David Aptaker (Trustee).
Frequently asked questions about William and Nancy Kirk Scholarship Fund Trust
How much does William and Nancy Kirk Scholarship Fund Trust give each year?
William and Nancy Kirk Scholarship Fund Trust gave $132K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $142K across 28 grants.
What is William and Nancy Kirk Scholarship Fund Trust's typical grant size?
William and Nancy Kirk Scholarship Fund Trust's median grant in 2025 was $6,000, and its average grant was $6,286, across 21 grants on its 2025 IRS Form 990-PF.
Where does William and Nancy Kirk Scholarship Fund Trust give grants?
William and Nancy Kirk Scholarship Fund Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does William and Nancy Kirk Scholarship Fund Trust give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on William and Nancy Kirk Scholarship Fund Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (21 grants).
How large is William and Nancy Kirk Scholarship Fund Trust?
William and Nancy Kirk Scholarship Fund Trust reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $161K in qualifying distributions that year, against a required minimum of $151K (roughly 5% of its investment assets).
What does William and Nancy Kirk Scholarship Fund Trust fund?
The trust funds scholarships. Its filing states that awards are restricted to graduating seniors from Stoneham High School or a private or parochial school located in Massachusetts or New Hampshire who have been bona fide residents of Stoneham for at least two years before their graduation date. See mission & focus areas ↑
How do I apply for a grant from William and Nancy Kirk Scholarship Fund Trust?
The filing identifies David Aptaker, trustee, as the contact and directs applicants to see pages 12, 13, and 14 of the trust documents for forms and materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is William and Nancy Kirk Scholarship Fund Trust's EIN?
William and Nancy Kirk Scholarship Fund Trust's EIN (Employer Identification Number) is 38-7186447. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 30, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 31, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 29, 2026)
- IRS filings on file for fiscal years 2019–2024
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Cite this profile
Grantable. (2026). William and Nancy Kirk Scholarship Fund Trust funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/william-and-nancy-kirk-scholarship-fund-trust-morg_613d45f24f634d3e9d69df7f2714aae2
BibTeX
@misc{grantable_387186447_2026,
author = {{Grantable}},
title = {{William and Nancy Kirk Scholarship Fund Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-and-nancy-kirk-scholarship-fund-trust-morg_613d45f24f634d3e9d69df7f2714aae2},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from William and Nancy Kirk Scholarship Fund Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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