William and Nancy Kirk Scholarship Fund Trust

Private foundation · Grantmaker Stoneham, MA EIN: 38-7186447

The William and Nancy Kirk Scholarship Fund Trust is a private foundation based in Stoneham, Massachusetts. It awards scholarships, with eligibility criteria described on its filing for graduating seniors who meet specified school and residency requirements.

Key facts about William and Nancy Kirk Scholarship Fund Trust

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.

EIN
38-7186447
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$132,000
Grants made (2025)
21
Average grant
$6,286
Median grant
$6,000
Total assets
$2,771,118
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
Deadline
None.

Data from IRS Form 990-PF, 2025; updated September 2026. 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

$2.8M

-0.8% YoY

Annual Giving

$132K

-7.0% YoY

Grant Count

21

-25.0% YoY

Avg Grant Size

$6K

+23.9% YoY

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.

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.

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

Mission & Focus Areas

The trust’s stated direct charitable activity is awarding scholarships in accordance with its grant-making procedures.

Grantmaking

In 2024, the trust gave 28 grants totaling $142,000. Grant amounts ranged from $2,000 to $10,000, with a median of $5,000. The largest listed grants were $10,000 each to Timur Gray, Katherine Millett, and Melis Baloglu, all for scholarships. Other listed awards included $8,000 each to Olugbölade Asupoto, Jillian McAuley, and Shaudi Fatemi, and $6,000 each to Evelina Bulter Franco, Gabrielle Surette, Gianna Laurentano, Shari Lipman, and Grace Azzarello.

Review Cycle

and restricts awards to students graduating from Stoneham High School or a private or parochial school in Massachusetts or New Hampshire who have been bona fide residents of Stoneham for two years before graduation.

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Geographic Focus

Where this funder awards grants

All grant dollars in 2024 went to recipients in Massachusetts. The stated eligibility criteria include graduates of qualifying schools in Massachusetts or New Hampshire, provided they meet the Stoneham residency requirement.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 21 itemized grants.

Cities

StonehamStomeham

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K31 grants2019 42 grants2020 21 grants2021 26 grants2022 26 grants2023 28 grants2024 21 grants2025

From 2019 to 2025, annual grant giving ranged from $129K (2019) to $167K (2020). In 2025 it made 21 grants totaling $132K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

122 grants across all recorded years

122<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 122 grants of 122 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
21 individual scholarships Recipients not named —$132,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants awarded Number of grants
2024 $142,000 28
2023 $152,000 26
2022 $157,000 26
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,771,118$2,793,153$2,790,094
Revenue$145,887$161,909$90,844
Expenses$167,922$158,850$170,700
Qualifying Distributions$160,726$151,680$165,441
Net Investment Income$141,291$156,754$88,707
Distributable Amount$150,803$147,172$142,800

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 7, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 2, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 30, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 1, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 31, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 29, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

David Aptaker is listed 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

David Aptaker — Trustee: $7KDavid AptakerTrustee$7K

The highest reported compensation on the 2025 filing was $7K, to David Aptaker (Trustee).

Contact

Application contact: David Aptaker Trustee
Mailing address: 92 Montvale Ave Suite 2800, Stoneham, MA 02180
Phone: (617) 776-2211
Email: davidaptaker.law@verizon.net

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’s stated direct charitable activity is awarding scholarships in accordance with its grant-making procedures. See mission & focus areas ↑

How do I apply for a grant from William and Nancy Kirk Scholarship Fund Trust?

William and Nancy Kirk Scholarship Fund Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.

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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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