STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

STEPHANIE H AND DAVID A SPINA FAMILY FOUNDATION

Cite this

Plain text STEPHANIE H AND DAVID A SPINA FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/202017017. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). STEPHANIE H AND DAVID A SPINA FAMILY FOUNDATION [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/202017017

MLA “STEPHANIE H AND DAVID A SPINA FAMILY FOUNDATION.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/202017017. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $3.0M · expenses $2.0M · assets $4.2M

Also known as
FAMILY FOUNDATION
EIN
20-2017017
Address
2 WEBSTER LN, WAYLAND, MA 01778-2120
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2005
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
David A Spina TRUSTEE2010-2025 2 $0 reported 1
Stephanie H Spina TRUSTEE2010-2025 2 $0 reported 1

People by year

2025 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01
2010 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID A SPINA TRUSTEE2 $0-$0 $01
STEPHANIE H SPINA TRUSTEE2 $0-$0 $01

Highest-paid independent contractors

2025 · 1 contractor · $41K
NameLocationServicePaid
GOLDMAN SACHSBOSTON, MAINVESTMENT ADVISORY$41,223
2024 · 1 contractor · $52K
NameLocationServicePaid
GOLDMAN SACHSBOSTON, MAINVESTMENT ADVISORY$51,556
2023 · 1 contractor · $60K
NameLocationServicePaid
GOLDMAN SACHSBOSTON, MAINVESTMENT ADVISORY$59,654
2022 · 1 contractor · $83K
NameLocationServicePaid
GOLDMAN SACHSBOSTON, MAINVESTMENT ADVISORY$82,714
2021 · 1 contractor · $95K
NameLocationServicePaid
GOLDMAN SACHSBOSTON, MAINVESTMENT ADVISORY$95,040
2020 · 1 contractor · $83K
NameLocationServicePaid
GOLDMAN SACHSBOSTON, MAINVESTMENT ADVISORY$82,932
2019 · 1 contractor · $71K
NameLocationServicePaid
GOLDMAN SACHSBOSTON, MAINVESTMENT ADVISORY$70,876
2018 · 1 contractor · $77K
NameLocationServicePaid
GOLDMAN SACHSBOSTON, MAINVESTMENT ADVISORY$77,312
2017 · 1 contractor · $71K
NameLocationServicePaid
GOLDMAN SACHSBOSTON, MAINVESTMENT ADVISORY$71,357

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 16 grants to organizations · $2.0M
2024 · 17 grants to organizations · $1.7M
2023 · 16 grants to organizations · $1.6M
2022 · 14 grants to organizations · $2.1M
2021 · 18 grants to organizations · $1.6M
2020 · 16 grants to organizations · $1.3M
2019 · 16 grants to organizations · $842K
2018 · 14 grants to organizations · $726K
2017 · 30 grants to organizations · $671K
2016 · 25 grants to organizations · $542K
2010 · 27 grants to organizations · $368K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2025 · 1 contributor · $1.8M
#ContributorTypeCity, stateTotalNoncashSource
1 DAVID AND STEPHANIE SPINA Organization or other WAYLAND, MA $1,805,779$1,805,779 Form 990PF Sch. B, 2025 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$3,000,417$2,036,453 $4,167,061$4,167,061 $1,805,779- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,044,169$1,737,975 $3,203,097$3,203,097 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$635,342$1,690,616 $3,896,903$3,896,903 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$807,937$2,258,830 $4,952,177$4,952,177 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,094,114$1,722,308 $6,403,070$6,403,070 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$330,492$1,352,682 $7,031,264$7,031,264 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$574,783$952,250 $8,053,454$8,053,454 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$925,861$838,783 $8,430,921$8,430,921 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$408,508$776,132 $8,343,843$8,343,843 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$912,969$670,252 $8,711,467$8,711,467 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$496,260$485,336 $8,365,867$8,365,867 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
STIFLER FAMILY FOUNDATIONMAT22 $3,209,302$1,518,916 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
LURIE FAMILY FOUNDATIONMAT22 $2,660,063$1,817,531 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
ALPERIN FAMILY FOUNDATIONMAT22 $2,551,395$12,754 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
RABE FAMILY FOUNDATION INCMAT22 $3,052,398$284,509 PRESIDENT & SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
COGAN FAMILY FOUNDATION TRMAT22 $2,553,232$1,771,556 Trustee$0 Same NTEE code T22, revenue within 2x, same state
THE OWENS FAMILY FOUNDATIONMAT22 $2,564,124$2,218,924 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE BRESSLER FAMILY FOUNDATIONMAT22 $3,359,492$523,639 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
PAUL AND JOANNE EGERMAN FAMILY CHARITABLE FOUNDATIONMAT22 $2,660,874$1,201,789 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
ANNIKA FOUNDATIONMAT22 $2,615,745$2,006,478 PRESIDENT & CEO$377,509 Same NTEE code T22, revenue within 2x, same state
SIBBRI FOUNDATIONMAT22 $2,335,163$1,766,664 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
EOS FOUNDATIONMAT22 $3,649,882$4,156,680 President$410,548 Same NTEE code T22, revenue within 2x, same state
TEAL POND FOUNDATIONMAT22 $2,448,922$336,281 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE ADI AND JERRY GREENBERG FOUNDATIONMAT22 $3,928,522$1,599,922 Trustee$0 Same NTEE code T22, revenue within 2x, same state
VBS FOUNDATION INCMAT22 $2,739,744$704,801 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
LPL FINANCIAL FOUNDATION INCMAT22 $3,337,214$3,128,181 Member Designee$0 Same NTEE code T22, revenue within 2x, same state
THEE MUSTARD SEED FOUNDATIONMAT22 $3,860,508$2,574,070 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
MAZAR CHARITABLE FOUNDATION FUNDMAT22 $2,528,171$652,128 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE ROBERT F HIGGINS FOUNDATIONMAT22 $4,030,591$558,770 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
GOLDHIRSH YELLIN FOUNDATIONMAT22 $3,325,093$3,411,225 PRESIDENT & TREASURER$0 Same NTEE code T22, revenue within 2x, same state
SALEM FIVE CHARITABLE FOUNDATION INCMAT22 $2,364,651$1,178,762 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
JOSHUA ROSENTHAL CHARITABLE TRUSTMAT22 $2,500,098$1,105,147 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
ABBY AND DAVID COHEN FAMILY FOUNDATIONNYT22 $2,742,621$9,027,988 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
DAVID AND CAROL LACKLAND FAMILY FOUNDATION INCNJT22 $2,672,673$1,076,291 TRUSTEE/PRES$0 Same NTEE code T22, revenue within 2x, similar name
DAVID AND VICKIE SMICK FOUNDATIONFLT22 $2,678,626$3,966,865 OFFICER$0 Same NTEE code T22, revenue within 2x, similar name
STRICKLAND FAMILY FOUNDATIONNCT22 $2,364,552$2,524,907 EXEC DIR & SEC$85,000 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHN P AND JUNE D HEFFERNAN FOUNDATION Private foundation$2,966,7651 12013–2013 HEFFERNAN FAMILY FOUNDATION
DECHOMAI FOUNDATION INC DAF sponsor$374,9342 12021–2023 LPL FINANCIAL FOUNDATION INC
HMR HEALTH FOUNDATION CHARITABLE TRUST Private foundation$113,6351 12018–2018 STIFLER FAMILY FOUNDATION
THE BLACKBAUD GIVING FUND DAF sponsor$60,6002 12022–2023 ANNIKA FOUNDATION
SUB-ZERO WOLF FOUNDATION INC Private foundation$50,0001 12022–2022 ANNIKA FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$45,0003 12018–2022 ANNIKA FOUNDATION
THOMAS E RILEY CHARITABLE TR Private foundation$40,0253 12025–2025 ANNIKA FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$34,5003 12022–2024 ANNIKA FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$21,5001 12024–2024 ANNIKA FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$20,3502 12019–2024 ANNIKA FOUNDATION
FOUNDATION FOR THE CAROLINAS DAF sponsor$19,0001 12023–2023 ANNIKA FOUNDATION
MEERWARTH FAMILY FOUNDATION Private foundation$15,0001 12021–2021 ANNIKA FOUNDATION
THE JIM AND TABITHA FURYK FOUNDATION INC Private foundation$15,0001 12021–2021 ANNIKA FOUNDATION
PLEDGELING FOUNDATION DAF sponsor$13,0651 12023–2023 ANNIKA FOUNDATION
BELLICK FOUNDATION Private foundation$10,0001 12023–2023 BRONSTEIN FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $2,036,453 spent · pay $0 · grants $1,965,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,965,000 96.5%
Fees: other professional $41,223 2.0%
Taxes $19,638 1.0%
Fees: accounting $7,000 0.3%
Other expenses $3,592 0.2%
Total$2,036,453100%

View the filing

2024 · Form 990PF · $1,737,975 spent · pay $0 · grants $1,664,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,664,000 95.7%
Fees: other professional $51,556 3.0%
Other expenses $9,035 0.5%
Fees: accounting $7,000 0.4%
Taxes $6,384 0.4%
Total$1,737,975100%

View the filing

2023 · Form 990PF · $1,690,616 spent · pay $0 · grants $1,610,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,610,000 95.2%
Fees: other professional $59,654 3.5%
Other expenses $7,812 0.5%
Fees: accounting $7,000 0.4%
Taxes $6,150 0.4%
Total$1,690,616100%

View the filing

2022 · Form 990PF · $2,258,830 spent · pay $0 · grants $2,140,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,140,750 94.8%
Fees: other professional $82,714 3.7%
Taxes $24,555 1.1%
Other expenses $5,411 0.2%
Fees: accounting $5,400 0.2%
Total$2,258,830100%

View the filing

2021 · Form 990PF · $1,722,308 spent · pay $0 · grants $1,616,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,616,300 93.8%
Fees: other professional $95,040 5.5%
Fees: accounting $5,060 0.3%
Other expenses $3,493 0.2%
Taxes $2,415 0.1%
Total$1,722,308100%

View the filing

2020 · Form 990PF · $1,352,682 spent · pay $0 · grants $1,255,877 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,255,877 92.8%
Fees: other professional $82,932 6.1%
Fees: accounting $9,200 0.7%
Other expenses $2,957 0.2%
Taxes $1,716 0.1%
Total$1,352,682100%

View the filing

2019 · Form 990PF · $952,250 spent · pay $0 · grants $842,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $842,000 88.4%
Fees: other professional $70,876 7.4%
Other expenses $25,664 2.7%
Taxes $13,710 1.4%
Total$952,250100%

View the filing

2018 · Form 990PF · $838,783 spent · pay $0 · grants $726,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $726,000 86.6%
Fees: other professional $77,312 9.2%
Other expenses $27,129 3.2%
Fees: accounting $4,500 0.5%
Taxes $3,842 0.5%
Total$838,783100%

View the filing

2017 · Form 990PF · $776,132 spent · pay $0 · grants $671,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $671,000 86.5%
Fees: other professional $71,357 9.2%
Other expenses $22,773 2.9%
Taxes $6,652 0.9%
Fees: accounting $4,350 0.6%
Total$776,132100%

View the filing

2016 · Form 990PF · $670,252 spent · pay $0 · grants $542,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $542,500 80.9%
Fees: other professional $51,727 7.7%
Other expenses $48,456 7.2%
Taxes $23,369 3.5%
Fees: accounting $4,200 0.6%
Total$670,252100%

View the filing

2010 · Form 990PF · $485,336 spent · pay $0 · grants $367,850 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $367,850 75.8%
Other expenses $85,030 17.5%
Fees: other professional $25,290 5.2%
Taxes $4,366 0.9%
Fees: accounting $2,800 0.6%
Total$485,336100%

View the filing