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Jacqueline Stephens Sperry Trust is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2002. The principal officer is Fiduciary Trust Co. It holds total assets of $901K. Annual income is reported at $106K. Total assets have decreased from $1.4M in 2011 to $907K in 2023. The foundation is governed by 2 officers and trustees. Income will be used exclusively for the prevention of cruelty to animals or children, religous, charitable, scientific, literary or educational purposes. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in California. According to available records, Jacqueline Stephens Sperry Trust has made 12 grants totaling $132K, with a median grant of $11K. The foundation has supported 6 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$11K
Median Grant
$11K
Average Grant
$11K
Largest Grant
$11K
Based on 6 grants from the most recent 990-PF filing.
Income will be used exclusively for the prevention of cruelty to animals or children, religous, charitable, scientific, literary or educational purposes
Expenses: $66K
Income will be used exclusively for the prevention of cruelty to animals or children, religous, charitable, scientific, literary or educational purposes. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in CA.
Jacqueline Stephens Sperry Trust has distributed a total of $132K across 12 grants. The median grant size is $11K, with an average of $11K. Individual grants have ranged from $11K to $11K.
Jacqueline Stephens Sperry Trust typically selects its grantees rather than accepting unsolicited proposals.
Jacqueline Stephens Sperry Trust is headquartered in BOSTON, MA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Fiduciary Trust Co | TRUSTEE | $17K | $0 | $17K |
| Lionel B Sanders Cpa | TRUSTEE | $5K | $0 | $5K |
Total Giving
$25K
Total Assets
$907K
Fair Market Value
$1.3M
Net Worth
$907K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
$6K
Distribution Amount
$58K
Total: $395K
Total Grants
12
Total Giving
$132K
Average Grant
$11K
Median Grant
$11K
Unique Recipients
6
Most Common Grant
$11K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| K9 ConnectionGENERAL PURPOSES | Santa Monica, CA | $11K | 2022 |
| Pet Adoption FundGENERAL PURPOSES | Canoga Park, CA | $11K | 2022 |
| Lange FoundationGENERAL PURPOSES | Los Angeles, CA | $11K | 2022 |
| Animal Care FoundationGENERAL PURPOSES | Pasadena, CA | $11K | 2022 |
| Delta RescueGENERAL PURPOSES | Glendale, CA | $11K | 2022 |
| Pet Orphans Of Southern CaliforniaGENERAL PURPOSES | Van Nuys, CA | $11K | 2022 |