Nonprofit · EIN 27-0151429
FORREST SPENCE FUND
Tax-exempt · MEMPHIS, TN 38104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $580,935 | $539,515 | $41,420 | $2,026,518 | $183,330 | $1,843,188 |
| December 31, 2024 | 990 | $878,865 | $704,073 | $174,792 | $1,888,673 | $192,979 | $1,695,694 |
| December 31, 2023 | 990 | $895,238 | $791,963 | $103,275 | $1,720,894 | $199,992 | $1,520,902 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $558,131
- Program service revenue
- $0
- Investment income
- $33,870
- Net gain from sales of assets
- $957
- Net income from fundraising events
- -$11,066
- Other revenue
- -$11,066
Expenses
- Grants and similar amounts paid
- $267,366
- Compensation of officers, directors and key employees
- $46,102
- Salaries, compensation and benefits (total)
- $128,957
- Professional fundraising fees
- $0
- Accounting fees
- $36,968
- Occupancy
- $13,142
- Depreciation
- $7,213
- Program services (functional)
- $385,061
- Management and general (functional)
- $120,706
- Fundraising (functional)
- $33,748
Balance sheet and other
- Total assets, start of year
- $1,888,673
- Total assets, end of year
- $2,026,518
- Total liabilities, end of year
- $183,330
- Net assets, end of year
- $1,843,188
- Land, buildings and equipment
- $345,036
- Publicly traded securities
- $1,416,832
- Net assets without donor restrictions
- $1,599,488
- Net assets with donor restrictions
- $243,700
- Gross receipts
- $709,001
- Employees
- 2
- Volunteers
- 5
- Year formed
- 2007
- State of legal domicile
- TN
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRITTANY SPENCE | EXECUTIVE DIRECTOR Officer | 40 | $46,102 |
| DAVID SPENCE | PRESIDENT Officer | 0 | $0 |
| GREGG SMITH | TREASURER Officer | 0 | $0 |
| LEAH GREENE | SECRETARY Officer | 0 | $0 |
| WILLIAM MARTIN | DIRECTOR Trustee or director | 0 | $0 |
| CHRISTINE PERKINSON | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRITTANY SPENCE | EXECUTIVE DIRECTOR Officer | 40 | $40,000 |
| WILLIAM MARTIN | DIRECTOR Trustee or director | 0 | $0 |
| GREGG SMITH | TREASURER Officer | 0 | $0 |
| DAVID SPENCE | PRESIDENT Officer | 0 | $0 |
| LEAH GREENE | SECRETARY Officer | 0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM MARTIN | DIRECTOR Trustee or director | – | $0 |
| GREGG SMITH | TREASURER Officer | – | $0 |
| BRITTANY SPENCE | EXECUTIVE DI Officer | – | $0 |
| DAVID SPENCE | PRESIDENT Officer | – | $0 |
| LEAH GREENE | SECRETARY Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 2112 COURT AVE, MEMPHIS, TN 38104-6513
- Principal officer (990 for 2025)
- BRITTANY SPENCE, 2112 COURT AVENUE, MEMPHIS, TN 38104
- Signed the 990
- BRITTANY SPENCE, EXECUTIVE DIRECTOR
- Phone
- (901) 763-3259
- Return prepared by
- REYNOLDS BONE & GRIESBECK PLC
Mission
ASSIST WITH NONMEDICAL NEEDS OF CRITICALLY OR CHRONICALLY ILL CHILDREN AND THEIR FAMILIES THROUGHOUT THE MIDSOUTH
Program accomplishments
- ASSIST WITH NONMEDICAL NEEDS OF CRITICALLY OR CHRONICALLY ILL CHILDREN AND THEIR FAMILIES THROUGHOUT THE MIDSOUTHExpenses $385,061 · grants $267,366
- 1
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0151429
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P99)
- Assets (IRS master file)
- $2,026,518
- Income (IRS master file)
- $709,001
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $580,935 | $539,515 | $2,026,518 | XML |
| 990 | December 2024 | $878,865 | $704,073 | $1,888,673 | XML |
| 990 | December 2023 | $895,238 | $791,963 | $1,720,894 | XML |
| 990 | December 2022 | $574,565 | $601,882 | $1,436,906 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 27-0151429).
Questions about FORREST SPENCE FUND
- What is the EIN of FORREST SPENCE FUND?
- The employer identification number (EIN) of FORREST SPENCE FUND is 27-0151429.
- Is FORREST SPENCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to FORREST SPENCE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORREST SPENCE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FORREST SPENCE FUND 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 FORREST SPENCE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FORREST SPENCE FUND?
- The 990 for the year ended December 31, 2025 names BRITTANY SPENCE.
- Who are the officers and directors of FORREST SPENCE FUND?
- The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $46,102 (BRITTANY SPENCE, EXECUTIVE DIRECTOR).
- How much revenue does FORREST SPENCE FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $580,935, expenses of $539,515 and total assets of $2,026,518 at year end.
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