Nonprofit · EIN 95-7079819
JACQUELINE STEPHENS SPERRY TR
Also known as SANDERS LIONEL B TTEE
Tax-exempt · BOSTON, MA 02205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $70,946 | $93,592 | -$22,646 | $877,935 | $0 | $877,935 |
| December 31, 2024 | 990-PF | $86,588 | $92,053 | -$5,465 | $900,581 | $0 | $900,581 |
| December 31, 2023 | 990-PF | $27,472 | $24,829 | $2,643 | $906,549 | $0 | $906,549 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $33,520
- Net gain from sales of assets
- $37,426
Expenses
- Grants and similar amounts paid
- $66,000
- Compensation of officers, directors and key employees
- $23,506
- Disbursements for charitable purposes
- $68,515
- Excise tax on investment income
- $585
Balance sheet and other
- Total assets, start of year
- $900,581
- Total assets, end of year
- $877,935
- Total liabilities, end of year
- $0
- Net assets, end of year
- $877,935
- Fair market value of assets
- $1,378,545
- Qualifying distributions
- $68,515
- Net investment income
- $65,931
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY TRUST CO 53 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 0 | $18,306 |
| LIONEL B SANDERS CPA 11999 SAN VINCENTE BLVD-STE 300, LOS ANGELES, CA 90049 | TRUSTEE | 0 | $5,200 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY TRUST CO 53 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 0 | $18,044 |
| LIONEL B SANDERS CPA 11999 SAN VINCENTE BLVD-STE 300, LOS ANGELES, CA 90049 | TRUSTEE | 0 | $5,200 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY TRUST CO 53 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 0 | $17,214 |
| LIONEL B SANDERS CPA 11999 SAN VINCENTE BLVD-STE 300, LOS ANGELES, CA 90049 | TRUSTEE | 0 | $4,819 |
Address and contacts
- Address (IRS master file)
- PO BOX 55806, BOSTON, MA 02205-5806
- In care of
- % FIDUCIARY TRUST CO
- Signed the 990-PF
- FIDUCIARY TRUST COMPANY, TRUSTEE
- Phone
- (617) 482-5270
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 | 990-PF 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
- 95-7079819
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $877,935
- Income (IRS master file)
- $134,936
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $70,946 | $93,592 | $877,935 | IRS |
| 990-PF | December 2024 | $86,588 | $92,053 | $900,581 | IRS |
| 990-PF | December 2023 | $27,472 | $24,829 | $906,549 | 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 95-7079819).
Questions about JACQUELINE STEPHENS SPERRY TR
- What is the EIN of JACQUELINE STEPHENS SPERRY TR?
- The employer identification number (EIN) of JACQUELINE STEPHENS SPERRY TR is 95-7079819.
- Is JACQUELINE STEPHENS SPERRY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to JACQUELINE STEPHENS SPERRY TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACQUELINE STEPHENS SPERRY TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACQUELINE STEPHENS SPERRY TR 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 JACQUELINE STEPHENS SPERRY TR 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 JACQUELINE STEPHENS SPERRY TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $18,306 (FIDUCIARY TRUST CO, TRUSTEE).
- How much revenue does JACQUELINE STEPHENS SPERRY TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,946, expenses of $93,592 and total assets of $877,935 at year end.
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