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Nonprofit · EIN 13-6883977

CAROL & CHARLES SPAETH MEMORIAL FUND UW

Tax-exempt · WILMINGTON, DE 19809

Financials

$2.4M$333K2023$243K$318K2024$336K$395K2025
Revenue Expenses · by fiscal year end
Financials of CAROL & CHARLES SPAETH MEMORIAL FUND UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$336,061$395,120-$59,059$5,876,685$0$5,876,685
December 31, 2024990-PF$242,906$317,645-$74,739$5,935,652$0$5,935,652
December 31, 2023990-PF$2,368,496$332,597$2,035,899$6,010,417$0$6,010,417
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$155,458
Net gain from sales of assets
$180,603

Expenses

Grants and similar amounts paid
$314,760
Compensation of officers, directors and key employees
$41,191
Disbursements for charitable purposes
$336,605
Excise tax on investment income
$3,913

Balance sheet and other

Total assets, start of year
$5,935,652
Total assets, end of year
$5,876,685
Total liabilities, end of year
$0
Net assets, end of year
$5,876,685
Fair market value of assets
$7,395,888
Qualifying distributions
$336,605
Net investment income
$336,015

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JTC TRUST COMPANY DELAWARE LTD
200 BELLEVUE PKWY SUITE 500, WILMINGTON, DE 19809
TRUSTEE, AS REQ'D0$41,191
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CITIBANK N A
388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013
TRUSTEE, AS REQ'D0$39,255
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CITIBANK N A
388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013
TRUSTEE, AS REQ'D0$36,402

Address and contacts

Address (IRS master file)
200 BELLEVUE PKWY STE 500, WILMINGTON, DE 19809-3741
In care of
% FIDUCIARY TAX DEPT
Signed the 990-PF
SHAWN WILSON, TRUSTEE
Phone
(302) 798-2160
Return prepared by
KPMG LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6883977
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
1921
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Animal-related (D120)
Assets (IRS master file)
$5,876,685
Income (IRS master file)
$2,536,026

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$336,061$395,120$5,876,685IRS
990-PFDecember 2024$242,906$317,645$5,935,652IRS
990-PFDecember 2023$2,368,496$332,597$6,010,417XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 13-6883977).

Questions about CAROL & CHARLES SPAETH MEMORIAL FUND UW

What is the EIN of CAROL & CHARLES SPAETH MEMORIAL FUND UW?
The employer identification number (EIN) of CAROL & CHARLES SPAETH MEMORIAL FUND UW is 13-6883977.
Is CAROL & CHARLES SPAETH MEMORIAL FUND UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1921.
Are donations to CAROL & CHARLES SPAETH MEMORIAL FUND UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CAROL & CHARLES SPAETH MEMORIAL FUND UW file?
Form 990-PF. Private foundations file every year.
When is the next return of CAROL & CHARLES SPAETH MEMORIAL FUND UW due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CAROL & CHARLES SPAETH MEMORIAL FUND UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CAROL & CHARLES SPAETH MEMORIAL FUND UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $41,191 (JTC TRUST COMPANY DELAWARE LTD, TRUSTEE, AS REQ'D).
How much revenue does CAROL & CHARLES SPAETH MEMORIAL FUND UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $336,061, expenses of $395,120 and total assets of $5,876,685 at year end.

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