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Nonprofit · EIN 04-3619122

SPENCE FAMILY FOUNDATION

Tax-exempt · BILLINGS, MT 59106

Financials

$58K$16K2022$133K$37K2023
Revenue Expenses · by fiscal year end
Financials of SPENCE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990-PF$133,327$36,854$96,473$1,759,264$0$1,759,264
November 30, 2023990-PF$58,372$15,583$42,789$1,665,416$0$1,665,416
Financial details: 990-PF for the year ended November 30, 2024

Revenue

Contributions, gifts and grants
$50,000
Dividends
$57,372
Net gain from sales of assets
$25,955

Expenses

Grants and similar amounts paid
$30,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$30,000
Excise tax on investment income
$1,082

Balance sheet and other

Total assets, start of year
$1,665,416
Total assets, end of year
$1,759,264
Total liabilities, end of year
$0
Net assets, end of year
$1,759,264
Fair market value of assets
$2,192,935
Qualifying distributions
$30,000
Net investment income
$83,327

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 November 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
RALPH SPENCE JR
2728 COUNTRY LANE, BILLINGS, MT 59106
PRESIDENT1$0
TANCY W SPENCE
2728 COUNTRY LANE, BILLINGS, MT 59106
SECRETARY/TREASURER1$0
RALPH SPENCE III
2728 COUNTRY LANE, BILLINGS, MT 59106
DIRECTOR1$0
NASH SPENCE
2728 COUNTRY LANE, BILLINGS, MT 59106
DIRECTOR1$0
BENJAMIN SPENCE
2728 COUNTRY LANE, BILLINGS, MT 59106
DIRECTOR1$0
990-PF for the year ended November 30, 2023: 5 people
NameTitleHours / weekCompensation
RALPH SPENCE JR
2728 COUNTRY LANE, BILLINGS, MT 59106
PRESIDENT1$0
TANCY W SPENCE
2728 COUNTRY LANE, BILLINGS, MT 59106
SECRETARY/TREASURER1$0
RALPH SPENCE III
2728 COUNTRY LANE, BILLINGS, MT 59106
DIRECTOR1$0
NASH SPENCE
2728 COUNTRY LANE, BILLINGS, MT 59106
DIRECTOR1$0
BENJAMIN SPENCE
2728 COUNTRY LANE, BILLINGS, MT 59106
DIRECTOR1$0

Address and contacts

Address (IRS master file)
2728 COUNTRY LN, BILLINGS, MT 59106-1540
In care of
% RALPH SPENCE JR
Signed the 990-PF
RALPH SPENCE JR, PRESIDENT
Phone
(406) 245-9424
Return prepared by
PINION LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Not on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
04-3619122
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
November
Files
Form 990-PF
Assets (IRS master file)
$1,759,264
Income (IRS master file)
$410,013

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2024$133,327$36,854$1,759,264XML
990-PFNovember 2023$58,372$15,583$1,665,416XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2018–––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 04-3619122).

Questions about SPENCE FAMILY FOUNDATION

What is the EIN of SPENCE FAMILY FOUNDATION?
The employer identification number (EIN) of SPENCE FAMILY FOUNDATION is 04-3619122.
Is SPENCE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to SPENCE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SPENCE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SPENCE FAMILY FOUNDATION due?
The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SPENCE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2024.
Who are the officers and directors of SPENCE FAMILY FOUNDATION?
The 990-PF for the year ended November 30, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does SPENCE FAMILY FOUNDATION have?
On its 990-PF for the year ended November 30, 2024 it reported revenue of $133,327, expenses of $36,854 and total assets of $1,759,264 at year end.

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