Nonprofit · EIN 62-1338941
SPEER CHARITABLE TRUST
Tax-exempt · MEMPHIS, TN 38138
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $5,481,627 | $3,499,283 | $1,982,344 | $51,601,526 | $0 | $51,601,526 |
| November 30, 2024 | 990-PF | $4,372,776 | $3,117,049 | $1,255,727 | $49,619,182 | $0 | $49,619,182 |
| November 30, 2023 | 990-PF | $2,202,624 | $2,660,084 | -$457,460 | $48,363,455 | $0 | $48,363,455 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $1,213,909
- Net gain from sales of assets
- $4,267,718
Expenses
- Grants and similar amounts paid
- $2,944,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,956,917
- Excise tax on investment income
- $69,657
Balance sheet and other
- Total assets, start of year
- $49,619,182
- Total assets, end of year
- $51,601,526
- Total liabilities, end of year
- $0
- Net assets, end of year
- $51,601,526
- Fair market value of assets
- $62,340,232
- Qualifying distributions
- $2,956,917
- Net investment income
- $5,481,627
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN W VESCOVO 40 S MAIN STREET SUITE 2900, MEMPHIS, TN 38103 | PRESIDENT AND TRUSTEE | 2 | $0 |
| C T COURTENAY 7260 DUCKHORN DR, GERMANTOWN, TN 38138 | TREASURER AND TRUSTEE | 2 | $0 |
| CHRIS KOCH 8521 BUCKTHORN DR, GERMANTOWN, TN 38139 | SECRETARY AND TRUSTEE | 6 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN W VESCOVO 40 S MAIN STREET SUITE 2900, MEMPHIS, TN 38103 | PRESIDENT AND TRUSTEE | 2 | $0 |
| C T COURTENAY 7260 DUCKHORN DR, GERMANTOWN, TN 38138 | TREASURER AND TRUSTEE | 2 | $0 |
| CHRIS KOCH 8521 BUCKTHORN DR, GERMANTOWN, TN 38139 | SECRETARY AND TRUSTEE | 6 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN W VESCOVO 40 S MAIN STREET SUITE 2900, MEMPHIS, TN 38103 | PRESIDENT AND TRUSTEE | 2 | $0 |
| C T COURTENAY 7260 DUCKHORN DR, GERMANTOWN, TN 38138 | TREASURER AND TRUSTEE | 2 | $0 |
| CHRIS KOCH 8521 BUCKTHORN DR, GERMANTOWN, TN 38139 | SECRETARY AND TRUSTEE | 6 | $0 |
Address and contacts
- Address (IRS master file)
- 1779 KIRBY PKWY STE 1 PMB 219, MEMPHIS, TN 38138-0631
- Signed the 990-PF
- C TCOURTENAY, TRUSTEE
- Phone
- (901) 604-9305
- Return prepared by
- THE MARSTON GROUP PLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-1338941
- 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
- 1989
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $51,601,526
- Income (IRS master file)
- $5,493,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $5,481,627 | $3,499,283 | $51,601,526 | XML |
| 990-PF | November 2024 | $4,372,776 | $3,117,049 | $49,619,182 | IRS |
| 990-PF | November 2023 | $2,202,624 | $2,660,084 | $48,363,455 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 62-1338941).
Questions about SPEER CHARITABLE TRUST
- What is the EIN of SPEER CHARITABLE TRUST?
- The employer identification number (EIN) of SPEER CHARITABLE TRUST is 62-1338941.
- Is SPEER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to SPEER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SPEER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SPEER CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPEER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of SPEER CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SPEER CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $5,481,627, expenses of $3,499,283 and total assets of $51,601,526 at year end.
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