Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-6360057

CHERYL SPENCER MEMORIAL FOUNDATION

Tax-exempt · NEWBURYPORT, MA 01950

Financials

$3.2M$771K2023$3.5M$991K2024$14.4M$1.4M2025
Revenue Expenses · by fiscal year end
Financials of CHERYL SPENCER MEMORIAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$14,362,034$1,399,007$12,963,027$25,872,435$0$25,872,435
December 31, 2024990-PF$3,458,416$990,898$2,467,518$20,572,715$0$20,572,715
December 31, 2023990-PF$3,165,917$771,183$2,394,734$18,105,197$0$18,105,197
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,467,813
Dividends
$615,019
Interest
$9,754
Net gain from sales of assets
$10,833,966
Other income
$435,482

Expenses

Grants and similar amounts paid
$1,162,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,162,600
Excise tax on investment income
$162,044

Balance sheet and other

Total assets, start of year
$20,572,715
Total assets, end of year
$25,872,435
Total liabilities, end of year
$0
Net assets, end of year
$25,872,435
Fair market value of assets
$33,284,651
Qualifying distributions
$1,162,600
Net investment income
$11,894,221

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Aaron Spencer
51 Grey Stone Path, Dedham, MA 020264068
Trustee8$0
Mark Spencer
15 Barton St, Newburyport, MA 01950
Trustee4$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Aaron Spencer
51 Grey Stone Path, Dedham, MA 020264068
Trustee5$0
Mark Spencer
15 Barton St, Newburyport, MA 01950
Trustee2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Aaron Spencer
51 Grey Stone Path, Dedham, MA 020264068
Trustee5$0
Mark Spencer
15 Barton St, Newburyport, MA 01950
Trustee2$0

Address and contacts

Address (IRS master file)
15 BARTON ST, NEWBURYPORT, MA 01950-3102
In care of
% AARON SPENCER
Signed the 990-PF
Mark Spencer, Trustee
Phone
(978) 884-6958
Return prepared by
Robert M Albertelli Jr CPA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6360057
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
1975
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$25,872,435
Income (IRS master file)
$34,446,181

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$14,362,034$1,399,007$25,872,435XML
990-PFDecember 2024$3,458,416$990,898$20,572,715IRS
990-PFDecember 2023$3,165,917$771,183$18,105,197XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 04-6360057).

Questions about CHERYL SPENCER MEMORIAL FOUNDATION

What is the EIN of CHERYL SPENCER MEMORIAL FOUNDATION?
The employer identification number (EIN) of CHERYL SPENCER MEMORIAL FOUNDATION is 04-6360057.
Is CHERYL SPENCER MEMORIAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to CHERYL SPENCER MEMORIAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHERYL SPENCER MEMORIAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CHERYL SPENCER MEMORIAL 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 CHERYL SPENCER MEMORIAL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CHERYL SPENCER MEMORIAL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does CHERYL SPENCER MEMORIAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,362,034, expenses of $1,399,007 and total assets of $25,872,435 at year end.

Other nonprofits in NEWBURYPORT

All nonprofits in NEWBURYPORT · Massachusetts