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Nonprofit · EIN 20-3401912

SPENCER FAMILY FOUNDATION

Tax-exempt · PORTLAND, OR 97201

Financials

$3M$147K2023$470$256K2024
Revenue Expenses · by fiscal year end
Financials of SPENCER FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$470$255,532-$255,062$3,217,285$0$3,217,285
June 30, 2024990-PF$3,000,964$147,083$2,853,881$3,477,222$4,875$3,472,347
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Interest
$470

Expenses

Grants and similar amounts paid
$233,092
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$233,092
Excise tax on investment income
$7

Balance sheet and other

Total assets, start of year
$3,477,222
Total assets, end of year
$3,217,285
Total liabilities, end of year
$0
Net assets, end of year
$3,217,285
Fair market value of assets
$4,100,856
Qualifying distributions
$233,092
Net investment income
$470

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN SPENCER
5335 MEADOWS RD STE 355, LAKE OSWEGO, OR 97035
PRESIDENT0$0
JANELLE SPENCER
5335 MEADOWS RD STE 355, LAKE OSWEGO, OR 97035
SECRETARY/TREASURER0$0
JASON SPENCER
9731 SOUTHERN PINE BLVD SUITE J, CHARLOTTE, NC 28273
DIRECTOR0$0
AMY SANDRENE
3517 KEITHCASTLE COURT, CHARLOTTE, NC 28210
DIRECTOR0$0
LAURA MURPHY
23885 SW NEWLAND ROAD, WILSONVILLE, OR 97070
DIRECTOR10$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
JOHN SPENCER
16819 ALLEN ROAD, LAKE OSWEGO, OR 97035
PRESIDENT0$0
JANELLE SPENCER
16819 ALLEN ROAD, LAKE OSWEGO, OR 97035
SECRETARY/TREASURER0$0
JASON SPENCER
9731 SOUTHERN PINE BLVD SUITE J, CHARLOTTE, NC 28273
DIRECTOR0$0
AMY SANDRENE
3517 KEITHCASTLE COURT, CHARLOTTE, NC 28210
DIRECTOR0$0
LAURA MURPHY
23885 SW NEWLAND ROAD, WILSONVILLE, OR 97070
DIRECTOR10$0

Address and contacts

Address (IRS master file)
1300 SW 5TH AVE STE 2400, PORTLAND, OR 97201-5610
In care of
% JOHN SPENCER
Signed the 990-PF
JOHN SPENCER, PRESIDENT
Phone
(503) 537-2403
Return prepared by
THE MICHAEL L LARSON COMPANY PC

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, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
20-3401912
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
2005
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$3,217,285
Income (IRS master file)
$470

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$470$255,532$3,217,285IRS
990-PFJune 2024$3,000,964$147,083$3,477,222IRS
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 20-3401912).

Questions about SPENCER FAMILY FOUNDATION

What is the EIN of SPENCER FAMILY FOUNDATION?
The employer identification number (EIN) of SPENCER FAMILY FOUNDATION is 20-3401912.
Is SPENCER FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to SPENCER FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SPENCER FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SPENCER FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SPENCER FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of SPENCER FAMILY FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SPENCER FAMILY FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $470, expenses of $255,532 and total assets of $3,217,285 at year end.

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