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Nonprofit · EIN 38-3499166

J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION

Tax-exempt · GRAND RAPIDS, MI 49506

Financials

$854$5K2023$2K$5K2024$2K$5K2025
Revenue Expenses · by fiscal year end
Financials of J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$1,768$4,950-$3,182$29,587$0$29,587
June 30, 2025990-PF$1,805$5,052-$3,247$32,769$0$32,769
June 30, 2024990-PF$854$4,528-$3,674$36,016$0$36,016
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$16
Dividends
$862
Interest
$8
Net gain from sales of assets
$882

Expenses

Grants and similar amounts paid
$3,650
Disbursements for charitable purposes
$3,650
Excise tax on investment income
$18

Balance sheet and other

Total assets, start of year
$32,769
Total assets, end of year
$29,587
Total liabilities, end of year
$0
Net assets, end of year
$29,587
Fair market value of assets
$71,059
Qualifying distributions
$3,650
Net investment income
$1,752

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
ROBERT WOODHOUSE JR
3073 EAST FULTON STREET, GRAND RAPIDS, MI 49506
PRES & TREAS0$0
STEVENS WHARTON-BICKLEY
1818 DORIS AVENUE, GRAND HAVEN, MI 49417
VICE PRESIDE0$0
SCOTT DWYER
900 MONROE AVENUE NW, GRAND RAPIDS, MI 49503
SECRETARY0$0
990-PF for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
ROBERT WOODHOUSE JR
3073 EAST FULTON STREET, GRAND RAPIDS, MI 49506
PRES & TREAS0$0
STEVENS WHARTON-BICKLEY
1818 DORIS AVENUE, GRAND HAVEN, MI 49417
VICE PRESIDE0$0
SCOTT DWYER
900 MONROE AVENUE NW, GRAND RAPIDS, MI 49503
SECRETARY0$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
ROBERT WOODHOUSE JR
3073 EAST FULTON STREET, GRAND RAPIDS, MI 49506
PRES & TREAS0$0
STEVENS WHARTON-BICKLEY
1818 DORIS AVENUE, GRAND HAVEN, MI 49417
VICE PRESIDE0$0
SCOTT DWYER
900 MONROE AVENUE NW, GRAND RAPIDS, MI 49503
SECRETARY0$0

Address and contacts

Address (IRS master file)
3073 FULTON ST E, GRAND RAPIDS, MI 49506-1813
Signed the 990-PF
ROBERT WOODHOUSE JR, PRES & TREAS
Phone
(616) 949-4854
Return prepared by
NEFF & ASSOCIATES CPA PLLC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
38-3499166
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
2001
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Medical research (H80)
Assets (IRS master file)
$29,587
Income (IRS master file)
$7,572

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$1,768$4,950$29,587XML
990-PFJune 2025$1,805$5,052$32,769XML
990-PFJune 2024$854$4,528$36,016XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 38-3499166).

Questions about J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION

What is the EIN of J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION?
The employer identification number (EIN) of J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION is 38-3499166.
Is J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION?
The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does J SPENCER BARNES CHARITABLE MEMORIAL FOUNDATION have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $1,768, expenses of $4,950 and total assets of $29,587 at year end.

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