Nonprofit · EIN 04-6924288
JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR
Also known as G DAVID SHARP TTEE
Tax-exempt · NORTHAMPTON, MA 01061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $162 | $17,825 | -$17,663 | $297,007 | $0 | $297,007 |
| December 31, 2023 | 990-PF | $489 | $23,466 | -$22,977 | $314,677 | $0 | $314,677 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Interest
- $162
Expenses
- Grants and similar amounts paid
- $14,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $14,000
- Excise tax on investment income
- $2
Balance sheet and other
- Total assets, start of year
- $314,677
- Total assets, end of year
- $297,007
- Total liabilities, end of year
- $0
- Net assets, end of year
- $297,007
- Fair market value of assets
- $297,007
- Qualifying distributions
- $14,000
- Net investment income
- $162
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G David Sharp 100 Main Street P O Box 178, Northampton, MA 01061 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G David Sharp 100 Main Street P O Box 178, Northampton, MA 01061 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1178, NORTHAMPTON, MA 01061-1178
- In care of
- % G DAVID SHARP
- Signed the 990-PF
- Geoffrey Sharp, Truste
- Phone
- (413) 586-0264
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6924288
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $297,007
- Income (IRS master file)
- $162
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $162 | $17,825 | $297,007 | XML |
| 990-PF | December 2023 | $489 | $23,466 | $314,677 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6924288).
Questions about JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR
- What is the EIN of JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR?
- The employer identification number (EIN) of JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR is 04-6924288.
- Is JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does JEAN-ANN AND WILFRED D SPENCER JR SCHOLARSHIP TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $162, expenses of $17,825 and total assets of $297,007 at year end.
Other nonprofits in NORTHAMPTON
- AMERICAN MACULAR DEGENERATION FOUNDATION INC EIN 04-3274007 · last filed 990 for 2024
- HAMPSHIRE COMMUNITY UNITED WAY EIN 04-2104792 · last filed 990 for 2025
- ZOE FOUNDATION U-I-T SILAS W KOPF EIN 20-7552474 · last filed 990-PF for 2025
- FUND FOR WOMEN ARTIST INC EIN 04-3257661 · last filed 990-N for 2025
- SHANTHI AND THOMAS CHELLIAH FOUNDATION EIN 26-3900375 · last filed 990-PF for 2024
- HAMPSHIRE COUNTY BAR ASSOCIATION FOUNDATION EIN 22-3269064 · last filed 990-EZ for 2025
- VOLUNTEERS IN NORTHAMPTON SCHOOLS INC EIN 04-2767836 · last filed 990-N for 2024
- TRUSTEES OF THE SMITH COLLEGE EIN 04-1843040 · last filed 990 for 2025
All nonprofits in NORTHAMPTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations