Civic Intelligence

Forrest Spence Fund

990 • Fiscal year 2024 • EIN 27-0151429

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 19, 2025

Organization ProfileFORRESTSPENCEFUND.ORG
2112 Court AvenueMemphis, TN 38104

(901) 763-3259

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.10x

Higher debt load relative to assets than 57% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$40,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

64th percentile

9.7%

Faster asset growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-1.8%

Faster revenue growth than 32% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$1,888,673

Up $451,767 (+31%) from 2022

Net Assets

Up

$1,695,694

Up $278,067 (+20%) from 2022

Liabilities

Up

$192,979

Up $173,700 (+901%) from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin73rd percentile

Revenue

Up

$878,865

Up $304,300 (+53%) from 2022

Expenses

Up

$704,073

Up $102,191 (+17%) from 2022

Net Income

Up

$174,792

Up $202,109 (+740%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $61,304Liabilities 2010: $0Net Assets 2010: $61,3042010Assets 2011: $55,684Liabilities 2011: $0Net Assets 2011: $55,6842011Assets 2013: $209,606Net Assets 2013: $209,6062013Assets 2015: $406,386Liabilities 2015: $0Net Assets 2015: $406,3862015Assets 2016: $575,330Liabilities 2016: $0Net Assets 2016: $575,3302016Assets 2017: $751,731Liabilities 2017: $0Net Assets 2017: $751,7312017Assets 2018: $830,654Liabilities 2018: $0Net Assets 2018: $830,6542018Assets 2019: $1,000,208Liabilities 2019: $4,249Net Assets 2019: $995,9592019Assets 2020: $1,102,689Liabilities 2020: $26,079Net Assets 2020: $1,076,6102020Assets 2021: $1,458,847Liabilities 2021: $13,903Net Assets 2021: $1,444,9442021Assets 2022: $1,436,906Liabilities 2022: $19,279Net Assets 2022: $1,417,6272022Assets 2024: $1,888,673Liabilities 2024: $192,979Net Assets 2024: $1,695,6942024

Highlighted filing

2024

Assets$1,888,673
Liabilities$192,979
Net Assets$1,695,694
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $56,477Expenses 2010: $20,360Net Income 2010: $36,1172010Revenue 2011: $69,293Expenses 2011: $74,913Net Income 2011: -$5,6202011Revenue 2013: $115,850Expenses 2013: $64,491Net Income 2013: $51,3592013Revenue 2015: $210,329Expenses 2015: $115,495Net Income 2015: $94,8342015Revenue 2016: $333,803Expenses 2016: $164,859Net Income 2016: $168,9442016Revenue 2017: $390,560Expenses 2017: $214,159Net Income 2017: $176,4012017Revenue 2018: $417,871Expenses 2018: $338,948Net Income 2018: $78,9232018Revenue 2019: $622,001Expenses 2019: $451,593Net Income 2019: $170,4082019Revenue 2020: $520,216Expenses 2020: $439,565Net Income 2020: $80,6512020Revenue 2021: $829,907Expenses 2021: $461,573Net Income 2021: $368,3342021Revenue 2022: $574,565Expenses 2022: $601,882Net Income 2022: -$27,3172022Revenue 2024: $878,865Expenses 2024: $704,073Net Income 2024: $174,7922024

Highlighted filing

2024

Revenue$878,865
Expenses$704,073
Net Income$174,792
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 19, 2025
Return Version
2024v5.1
Gross Receipts
$878,865
Mission and Program Overview

Mission

Nonmedical needs of ill children

Assist with nonmedical needs of critically or chronically ill children and their families throughout the midsouth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,091,605$1,295,278▲ $203,673
Land, Buildings, and Equipment, Net$355,331$352,247▼ $3,084
Cash and Non-Interest-Bearing Accounts$260,746$226,556▼ $34,190
Prepaid Expenses and Deferred Charges$9,073$7,498▼ $1,575
Accounts Receivable-$7,094-
Intangible Assets$4,139--
Total Assets$1,720,894$1,888,673▲ $167,779
Liabilities
Other Liabilities$170,950$165,521▼ $5,429
Accounts Payable and Accrued Expenses$29,042$27,458▼ $1,584
Total Liabilities$199,992$192,979▼ $7,013
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,226,805$1,378,515▲ $151,710
Net Assets With Donor Restrictions$294,097$317,179▲ $23,082
Total Net Assets Fund Balance$1,520,902$1,695,694▲ $174,792
Total Liabilities and Net Assets / Fund Balance$1,720,894$1,888,673▲ $167,779

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$268,669$12,622$281,291
Land$83,578-$83,578
Other Land Buildings$0$8,971$8,971
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Brittany SpenceExecutive DirectorFT$40,000$40,000

Board Members and Trustees

NameTitle
David SpencePresident
William MartinDirector
Leah GreeneSecretary
Gregg SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$762,424
Program Service Revenue
$0
Investment Income
$116,441
Other Revenue
$0
All Other Contributions
$501,383
Change in Net Assets
$174,792

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$61,350
Total Noncash Contributions1$61,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$878,865
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$878,865
Total Revenue per Form 990
$878,865
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$291,967
Grants and Similar Amounts Paid$273,753
Total Fundraising Expense$184,960
Salaries, Compensation, and Employee Benefits$138,353
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$273,753--$273,753
Comp Disqual Persons$56,901$28,530$12,922$98,353
All Other Expenses$15,561$3,268$54,111$72,940
Current Officers, Directors, Trustees, and Key Employees$40,000--$40,000
Fees for Services Accounting-$33,471-$33,471
Occupancy-$18,042-$18,042
Office Expenses-$4,691$10,925$15,616
Other Expenses$19,753-$14,761$14,761
Interest-$10,075-$10,075
Insurance-$7,811-$7,811
Depreciation Depletion-$7,257-$7,257
Travel--$1,985$1,985
Total Functional Expenses$405,968$113,145$184,960$704,073

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long Term Debt$165,521
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Independent audited financial statements.”

Form 990, Part VI, Section B, Line 11B

“Independent audited financial statements.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Form 990, Part VI - Additional Information

“Pt vi, line 2: david spence and brittany spence are married pt vi, line 11b: form is reviewed by the directors available to public governing documents available to the public”

Filing and Contact Details

Filer

Filer Name
Forrest Spence Fund
EIN
27-0151429
Phone
9017633259
Address
2112 COURT AVENUE, MEMPHIS, TN 38104

Signing Officer

Name
Brittany Spence
Title
Executive Director
Phone
9017633259
Signed
2025-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brittany Spence
Formed
2007
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
0

Preparer

Firm
Reynolds Bone & Griesbeck Plc
Address
5100 WHEELIS DRIVE SUITE 300, MEMPHIS, TN 38117-4568
Preparer
Richard Blount
Phone
9016822431
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Giving back: program service expenses 12,526. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,526. Nashville gala: program service expenses 0. Management and general expenses 0. Fundraising expenses 10,573. Total expenses 10,573. Other fundraising: program service expenses 0. Management and general expenses 0. Fundraising expenses 10,550. Total expenses 10,550. Fundraising videos: program service expenses 0. Management and general expenses 0. Fundraising expenses 10,250. Total expenses 10,250. No show ball: program service expenses 0. Management and general expenses 0. Fundraising expenses 9,971. Total expenses 9,971. Transaction fees: program service expenses 0. Management and general expenses 0. Fundraising expenses 9,493. Total expenses 9,493. Independent contractor: program service expenses 0. Management and general expenses 0. Fundraising expenses 3,059. Total expenses 3,059. Counseling: program service expenses 3,035. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,035. Payroll service: program service expenses 0. Management and general expenses 2,173. Fundraising expenses 0. Total expenses 2,173. Bank charges: program service expenses 0. Management and general expenses 606. Fundraising expenses 0. Total expenses 606. Staff support: program service expenses 0. Management and general expenses 489. Fundraising expenses 0. Total expenses 489. Volunteer support: program service expenses 0. Management and general expenses 0. Fundraising expenses 215. Total expenses 215.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03108011
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0868790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0895238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0574565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0504936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0264482
IRS990ScheduleA/Total509Grp/TotalAmt03108011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0868790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0895238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0574565
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0504936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0264482
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03108011
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0268669
IRS990ScheduleD/BuildingsGrp/DepreciationAmt012622
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0281291
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/LandGrp/BookValueAmt083578
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt083578
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08971
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08971
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0165521
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG TERM DEBT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0878865
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0352247
IRS990ScheduleD/TotalExpensesPerForm990Amt00
IRS990ScheduleD/TotalLiabilityAmt0165521
IRS990ScheduleD/TotalRevenuePerForm990Amt0878865
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0878865
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0273573
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0INDIVIDUALS
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0IN-KIND
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt061350
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDEPENDENT AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INDEPENDENT AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PT VI, LINE 2: DAVID SPENCE AND BRITTANY SPENCE ARE MARRIED PT VI, LINE 11B: FORM IS REVIEWED BY THE DIRECTORS AVAILABLE TO PUBLIC GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GIVING BACK: PROGRAM SERVICE EXPENSES 12,526. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,526. NASHVILLE GALA: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,573. TOTAL EXPENSES 10,573. OTHER FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,550. TOTAL EXPENSES 10,550. FUNDRAISING VIDEOS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,250. TOTAL EXPENSES 10,250. NO SHOW BALL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9,971. TOTAL EXPENSES 9,971. TRANSACTION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9,493. TOTAL EXPENSES 9,493. INDEPENDENT CONTRACTOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,059. TOTAL EXPENSES 3,059. COUNSELING: PROGRAM SERVICE EXPENSES 3,035. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,035. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,173. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 606. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 606. STAFF SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 489. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 489. VOLUNTEER SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 215. TOTAL EXPENSES 215.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI - ADDITIONAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01720894
IRS990/TotalAssetsEOYAmt01888673
IRS990/TotalAssetsGrp/BOYAmt01720894
IRS990/TotalAssetsGrp/EOYAmt01888673
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0762424
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0184960
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0113145
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0405968
IRS990/TotalFunctionalExpensesGrp/TotalAmt0704073
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0199992
IRS990/TotalLiabilitiesEOYAmt0192979
IRS990/TotalLiabilitiesGrp/BOYAmt0199992
IRS990/TotalLiabilitiesGrp/EOYAmt0192979
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01520902
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01695694
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0281104
IRS990/TotalOtherProgSrvcGrantAmt0273753
IRS990/TotalProgramServiceExpensesAmt0405968
IRS990/TotalReportableCompFromOrgAmt040000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0116441
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0878865
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01720894
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01888673
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt01985
IRS990/TravelGrp/TotalAmt01985
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02112 COURT AVENUE
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038104
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTPS://FORRESTSPENCEFUND.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITTANY SPENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09017633259
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORREST SPENCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0FORR
ReturnHeader/Filer/EIN0270151429
ReturnHeader/Filer/PhoneNum09017633259
ReturnHeader/Filer/USAddress/AddressLine1Txt02112 COURT AVENUE
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620428728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REYNOLDS BONE & GRIESBECK PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 WHEELIS DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0381174568
ReturnHeader/PreparerPersonGrp/PhoneNum09016822431
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD BLOUNT
ReturnHeader/ReturnTs02025-06-25T11:07:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,888,673
Liabilities
$192,979
Net assets
$1,695,694
Revenue
$878,865
Expenses
$704,073
Net income
$174,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.19$1.70$0.88$0.70$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.02$1.42$0.57$0.60$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.01$1.44$0.83$0.46$0.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.03$1.08$0.52$0.44$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.62$0.45$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.42$0.34$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.39$0.21$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.33$0.16$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.21$0.12$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.12$0.06$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.07$0.07$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.06$0.02$0.04