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· Private foundation

The Paul & Hilda Sperry Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$77k
Granted FY2025still arriving
10
Grants FY2025still arriving
5
States reached
$8k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$331kEducation$55kEnvironment$55kPublic Safety & Disaster$55kPublic Benefit$55k
02FY2025 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

$7,660
Median grant
5
States reached
$1.5M
Total assets
Largest grants
RecipientAmount
AMERICAN HEART ASSOCIATION INC$7,660
ALZHEIMER'S ASSOCIATION$7,660
AMERICAN CANCER SOCIETY FL DIVISION INC$7,660
ARTHRITIS FOUNDATION INC$7,660
NATIONAL PARKS CONSERVATION$7,660
BAPTIST HEALTH SYSTEM FOUNDATION INC$7,660
SLOAN-KETTERING INSTITUTE FOR CANCER$7,660
AMERICAN RED CROSS$7,660
WJCT INC$7,660
UNIVERSITY OF FL FOUNDATION INC$7,660
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $55k) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%AMERICAN RED CROSS: $8k → 14%AMERICAN RED CROSS: $8k → 14%AMERICAN RED CROSS: $7k → 14%AMERICAN RED CROSS: $7k → 14%AMERICAN RED CROSS: $7k → 14%AMERICAN RED CROSS: $7k → 14%AMERICAN RED CROSS: $6k → 14%AMERICAN RED CROSS: $5k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

100%of every dollar goes to organizations it has funded before.
$551k · 11 repeat orgs$0 to everyone else

11 repeat relationships: 10 still active in FY2025, 1 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

11
0

Total granted

$551k
$0

Still filing today

82%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’19’20’21’22’23’24’25
HealthHuman ServicesEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • AN
    American National Red Cross & Its Constituent Chapters and Branches
    8× · 2017–2025 · $55k · revenue +46%
  • NATIONAL PARKS CONSERVATION ASSOCIATION
    8× · 2017–2025 · $55k · revenue +51%
  • AD
    ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC
    8× · 2017–2025 · $55k · revenue +40%

Funded once

    How this is measured

    Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

    04Its field

    Closest unfunded matches

    The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

    1
    American Academy of Neurology

    The Academy's mission is to enhance member career fulfillment and promote brain health for all.

    Community Improvement
    2
    American College of Rheumatology Inc

    The american college of rheumatology is an organization of and for physicians, health professionals, and scientists that advances rheumatology through programs of education, research, advocacy and practice support that foster excellence in…

    —
    3
    American College of Radiology

    The american college of radiology (acr) is organized to advance radiology science, practice and access, improve quality and safety, provide continuing education for radiology and allied professionals, and achieve better outcomes through…

    Health
    4
    American Society of Clinical Oncology Inc

    See schedule o:asco is a professional oncology society committed to conquering cancer through research, education, and promotion of the highest quality patient care.

    Health
    5
    Asco Association

    Asco association promotes the common business interests of its members by: (1) advocating for policies that improve the quality of cancer care; (2) maintaining the highest standards of oncology medical care through programs supporting…

    Community Improvement
    6
    Banner -University Medical Group

    Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

    Health
    7
    Federation of State Medical Boards of the United States Inc

    The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

    Health
    8
    American Association for the Advancement of Science

    Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

    Science & Tech
    9
    Memorial Sloan-Kettering Cancer Center

    Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

    Health
    10
    American College of Surgeons

    The american college of surgeons is dedicated to improving the care of the surgical patient and to safeguarding standards of care in an optimal and ethical practice environment.

    Education
    11
    Association of Clinical Research Professionals

    Acrp promotes excellence in clinical research. we support clinical research professionals through training and development, the exchange of ideas and expertise, and certification. we serve as the preferred source for quality tools,…

    Health
    12
    American College of Radiology Association

    The purpose of the association is the promotion of educational and professional association interests including but not limited to the promotion of the interests of radiology and the interests and study of the socioeconomic aspects of the…

    Community Improvement
    How this is measured
    The grantee most central to the portfolio’s shape is American Cancer Society Inc; the most unlike its peers is American Heart Association Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
    04the grantee network

    9 grantees tracked through their own filings, 2017–2025.

    Each grant beside the grantee’s revenue from every source, year by year.

    How this is measured

    Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 11 grantees resolved in that span have returns of their own we could reconcile.

    Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

    0
    Load-bearing (≥25% of a budget)
    1
    Early backer (in before they grew)
    9/9
    Grantees still filing
    7/9
    Grew since first funded

    Where the money sits, by cause and then by grantee

    ARTHRITIS FOUNDATION INC: $55,115 · HealthARTHRITIS FOUNDATION INCALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $55,115 · HealthALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIA…MEMORIAL SLOAN-KETTERING CANCER CENTER: $55,115 · HealthMEMORIAL SLOAN-KETTERING CANCER CENTERAmerican Heart Association Inc: $55,115 · HealthAmerican Heart Association IncAMERICAN CANCER SOCIETY INC: $12,529 · HealthAMERICAN CANCER SOCIETY INCUNIVERSITY OF FL FOUNDATION INC: $55,115 · OtherUNIVERSITY OF FL FOUNDATION INCWJCT INC: $55,115 · OtherWJCT INCBaptist Health System Foundation Inc: $55,115 · OtherBaptist Health System Foundation IncAMERICAN CANCER SOCIETY FL DIVISION INC: $42,586 · OtherAMERICAN CANCER SOCIETY FL DIVISION INCAmerican National Red Cross & Its Constituent Chapters and Branches: $55,115 · Human ServicesAmerican Na…NATIONAL PARKS CONSERVATION ASSOCIATION: $55,115 · EnvironmentNATIONAL PA…
    Health$232,989Other$207,931Human Services$55,115Environment$55,115

    Each grantee by its size and the funder’s share of it; top left is load-bearing

    25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $55,115 over 8y, 0.0% of budgetNATIONAL PARKS CONSERVATION ASSOCIATION: $55,115 over 8y, 0.0% of budgetARTHRITIS FOUNDATION INC: $55,115 over 8y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $55,115 over 8y, 0.0% of budgetMEMORIAL SLOAN-KETTERING CANCER CENTER: $55,115 over 8y, 0.0% of budgetAmerican Heart Association Inc: $55,115 over 8y, 0.0% of budgetWJCT INC: $55,115 over 8y, 0.2% of budgetBaptist Health System Foundation Inc: $55,115 over 8y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $12,529 over 2y, 0.0% of budget
    Grantee by grantee: a decade per organization, before and after funding

    A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

    • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
    • Who funds NATIONAL PARKS CONSERVATION ASSOCIATION ↗
    • Who funds ARTHRITIS FOUNDATION INC ↗
    • Who funds ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC ↗
    • Who funds MEMORIAL SLOAN-KETTERING CANCER CENTER ↗
    • Who funds American Heart Association Inc ↗
    • Who funds WJCT INC ↗
    • Who funds Baptist Health System Foundation Inc ↗
    • Who funds AMERICAN CANCER SOCIETY INC ↗

    How much its grantees rely on government

    Each dot is one organization The Paul & Hilda Sperry Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Paul & Hilda Sperry Charitable Trust. Bigger dots raise more.

    2024
    ’20’21’22’23’24’25
    no gov · 10%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
      no gov moneyreceives it· size = income
      1get no government money at all
      1report government grants on their 990 we could not trace to a source (not plotted)
      0rely on government for over half their income
      ⤢ axis zoomed · 0–10%
      typical government reliance, FY20–25
      How this is measured
      Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

      On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 11 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

      How this is measured
      Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

      Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

      Source object · view filing

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