Nonprofit · EIN 85-6768944
THE WILLIAM H AND DENISE A SPENCE FOUNDATION
Tax-exempt · BETHLEHEM, PA 18015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,672,107 | $323,814 | $1,348,293 | $5,324,389 | $0 | $5,324,389 |
| December 31, 2023 | 990-PF | $438,360 | $435,686 | $2,674 | $3,976,096 | $0 | $3,976,096 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $907,567
- Dividends
- $89,995
- Interest
- $150
- Net gain from sales of assets
- $674,395
Expenses
- Grants and similar amounts paid
- $256,250
- Compensation of officers, directors and key employees
- $55,000
- Disbursements for charitable purposes
- $283,750
- Excise tax on investment income
- $10,070
Balance sheet and other
- Total assets, start of year
- $3,976,096
- Total assets, end of year
- $5,324,389
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,324,389
- Fair market value of assets
- $4,714,391
- Qualifying distributions
- $283,750
- Net investment income
- $764,540
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL LEAH SPENCE 1530 UNION ST, ALAMEDA, CA 94501 | TRUSTEE | 20 | $55,000 |
| WILLIAM H SPENCE 1746 HAWTHORNE RD, BETHLEHEM, PA 18015 | TRUSTEE | 0 | $0 |
| DENISE A SPENCE 1746 HAWTHORNE RD, BETHLEHEM, PA 18015 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL LEAH SPENCE 1530 UNION ST, ALAMEDA, CA 94501 | TRUSTEE | 20 | $50,000 |
| WILLIAM H SPENCE 1746 HAWTHORNE RD, BETHLEHEM, PA 18015 | TRUSTEE | 0 | $0 |
| DENISE A SPENCE 1746 HAWTHORNE RD, BETHLEHEM, PA 18015 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1746 HAWTHORNE RD, BETHLEHEM, PA 18015-5839
- In care of
- % WILLIAM H SPENCE
- Signed the 990-PF
- WILLIAM H SPENCE, TRUSTEE
- Phone
- (610) 463-6838
- Return prepared by
- MYCIO WEALTH PARTNERS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-6768944
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,904,189
- Income (IRS master file)
- $309,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,672,107 | $323,814 | $5,324,389 | XML |
| 990-PF | December 2023 | $438,360 | $435,686 | $3,976,096 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 85-6768944).
Questions about THE WILLIAM H AND DENISE A SPENCE FOUNDATION
- What is the EIN of THE WILLIAM H AND DENISE A SPENCE FOUNDATION?
- The employer identification number (EIN) of THE WILLIAM H AND DENISE A SPENCE FOUNDATION is 85-6768944.
- Is THE WILLIAM H AND DENISE A SPENCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to THE WILLIAM H AND DENISE A SPENCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE WILLIAM H AND DENISE A SPENCE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE WILLIAM H AND DENISE A SPENCE FOUNDATION 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 THE WILLIAM H AND DENISE A SPENCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE WILLIAM H AND DENISE A SPENCE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $55,000 (RACHEL LEAH SPENCE, TRUSTEE).
- How much revenue does THE WILLIAM H AND DENISE A SPENCE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,672,107, expenses of $323,814 and total assets of $5,324,389 at year end.
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