Civic Intelligence

Speller Foundation

990PF • Fiscal year 2012 • EIN 62-1360614

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 07, 2012

Organization Profile
405 Oakleigh Hill37215-5802
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$145,678

Up $10,351 (+7.6%) from 2011

Net Assets

Up

$145,678

Up $10,351 (+7.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$43,081

Up $1,765 (+4.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $135,327Liabilities 2011: $0Net Assets 2011: $135,3272011Assets 2012: $145,678Liabilities 2012: $0Net Assets 2012: $145,6782012Assets 2013: $137,358Liabilities 2013: $0Net Assets 2013: $137,3582013Assets 2014: $208,222Liabilities 2014: $2,587Net Assets 2014: $205,6352014Assets 2015: $230,842Liabilities 2015: $2,587Net Assets 2015: $228,2552015Assets 2016: $277,479Liabilities 2016: $2,587Net Assets 2016: $274,8922016Assets 2017: $298,315Liabilities 2017: $2,587Net Assets 2017: $295,7282017Assets 2018: $306,171Liabilities 2018: $2,587Net Assets 2018: $303,5842018Assets 2019: $273,109Liabilities 2019: $2,587Net Assets 2019: $270,5222019Assets 2020: $271,576Liabilities 2020: $2,587Net Assets 2020: $268,9892020Assets 2021: $286,468Liabilities 2021: $3,204Net Assets 2021: $283,2642021Assets 2022: $460,774Liabilities 2022: $3,502Net Assets 2022: $457,2722022Assets 2023: $486,525Liabilities 2023: $4,500Net Assets 2023: $482,0252023Assets 2024: $493,288Liabilities 2024: $4,919Net Assets 2024: $488,3692024Assets 2025: $458,797Liabilities 2025: $5,050Net Assets 2025: $453,7472025

Highlighted filing

2012

Assets$145,678
Liabilities$0
Net Assets$145,678
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $41,3162011Expenses 2012: $43,0812012Expenses 2013: $38,7812013Revenue 2014: $108,859Expenses 2014: $40,581Net Income 2014: $68,2782014Revenue 2015: $48,233Expenses 2015: $25,614Net Income 2015: $22,6192015Revenue 2016: $109,923Expenses 2016: $63,286Net Income 2016: $46,6372016Revenue 2017: $67,798Expenses 2017: $46,962Net Income 2017: $20,8362017Revenue 2018: $57,644Expenses 2018: $49,788Net Income 2018: $7,8562018Revenue 2019: $10,610Expenses 2019: $43,672Net Income 2019: -$33,0622019Revenue 2020: $45,674Expenses 2020: $47,207Net Income 2020: -$1,5332020Revenue 2021: $61,015Expenses 2021: $46,740Net Income 2021: $14,2752021Revenue 2022: $281,699Expenses 2022: $107,691Net Income 2022: $174,0082022Revenue 2023: $81,848Expenses 2023: $57,095Net Income 2023: $24,7532023Revenue 2024: $63,106Expenses 2024: $56,762Net Income 2024: $6,3442024Revenue 2025: $17,209Expenses 2025: $51,831Net Income 2025: -$34,6222025

Highlighted filing

2012

Revenue-
Expenses$43,081
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 7, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR LAWRENCE W SPELLERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH FEDERATION OF NASHVILLE &GENERAL USE-NASHVILLE, TN, US$17,500
Paid GrantWEST END SYNAGOGUEGENERAL USE-NASHVILLE, TN, US$10,083
Paid GrantTHE JEWISH TEMPLEGENERAL USE-NASHVILLE, TN, US$6,095
Paid GrantTHE JEWISH TEMPLEGENERAL USE-ST LOUIS, MO, US$2,733
Paid GrantRONALD MCDONALD HOUSE CHARITIESGENERAL USE-NASHVILLE, TN, US$2,000
Paid GrantJEWISH FEDERATION OF GREATERGENERAL USE-CHARLOTTE, NC, US$1,000
Paid GrantMENTAL HEALTH AMERICA OFGENERAL USE-NASHVILLE, TN, US$1,000
Filing and Contact Details

Filer

EIN
62-1360614
Raw XML Appendix385 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFees/Amount02518
AccountingFeesSchedule/AccountingFees/Category0JACOBS, COHEN & ASSOCIATES, PLLC
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02518
CompensationExplanation/Compensation/PersonName0DR LAWRENCE W SPELLER
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue014922
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue17885
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV015371
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV19546
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond015,000 MBNA CAP I SECS SER A RO JD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond110,000 GMAC SMARTNOTES 7% 11/15/24
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue08041
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue120005
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23951
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue32517
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue41917
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV043888
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV120096
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2789
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3386
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4237
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5126
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0616 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1800 BAC CAPITAL TRUST I 7% CUM TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock240 GENERAL MOTORS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock335 GENERAL MOTORS CO WTS EXP 7/10/16
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock435 GENERAL MOTORS CO WTS EXP 7/10/19
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock510.27224 MOTORS LIQUIDATN CO GUC TR
InvestmentsOtherSchedule2/InvestmentsOther/BookValue08015
InvestmentsOtherSchedule2/InvestmentsOther/BookValue111725
InvestmentsOtherSchedule2/InvestmentsOther/BookValue24108
InvestmentsOtherSchedule2/InvestmentsOther/BookValue39616
InvestmentsOtherSchedule2/InvestmentsOther/BookValue49330
InvestmentsOtherSchedule2/InvestmentsOther/BookValue515000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue612920
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem01,000 TEMPLETON GLOBAL INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11,000 AMERICAN STRATEGIC INCOME PORT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2500 INVESCO VAN KAMPEN SENIOR INCOME
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3500 EATON VANCE TAX ADVANTAGE GLOBAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4700 TEMPLETON EMERGING MARKETS INCOM
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5750 ALPINE TOTAL DYNAMIC DIV FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem61,083.439 INVESCO SELECT REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV09250
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV17040
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV22430
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV36650
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV411018
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV53128
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV69393
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount08890
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount08542
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount017432
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA017432
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02518
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02518
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm08542
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps040411
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss040411
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss036000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm08890
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08890
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses010351
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice010475
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss08542
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome014914
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps040411
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss043081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome017432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses053432
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02518
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02670
IRS990PF/BalanceSheets/CapitalStockBOY0291643
IRS990PF/BalanceSheets/CapitalStockEOY0291643
IRS990PF/BalanceSheets/CashBOY01284
IRS990PF/BalanceSheets/CashEOY0203
IRS990PF/BalanceSheets/CashEOYFMV0203
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY022807
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY022807
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV024917
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY038364
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY036431
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV065522
IRS990PF/BalanceSheets/InvestmentsOtherBOY070293
IRS990PF/BalanceSheets/InvestmentsOtherEOY070714
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV048909
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0-156316
IRS990PF/BalanceSheets/RetainedEarningsEOY0-145965
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02579
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY015523
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV015523
IRS990PF/BalanceSheets/TotalAssetsBOY0135327
IRS990PF/BalanceSheets/TotalAssetsEOY0145678
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0155074
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0135327
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0145678
IRS990PF/BalanceSheets/TotalNetAssetsBOY0135327
IRS990PF/BalanceSheets/TotalNetAssetsEOY0145678
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome08542
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01933
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01990-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12005-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22005-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-07-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0100 SHARES CHEVRON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1GENERAL MOTORS - CASH IN LIEU
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2GENERAL MOTORS - CASH IN LIEU
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss08074
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss235
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses08074
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses235
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice010007
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice235
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses010351
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0145678
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0135327
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0145678
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted07428
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj07428
IRS990PF/DistributableAmount/DistributableAmountBeforeDed07428
IRS990PF/DistributableAmount/MinimumInvestmentReturn07577
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0149
IRS990PF/DistributableAmount/TotalTax0149
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0149
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0149
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0149
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0149
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0155074
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0153856
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances013017
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0140839
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02308
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn07577
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0151548
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0153856
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DR LAWRENCE W SPELLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10405 OAKLEIGH HILL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NASHVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0372155802
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct034536
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets034387
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.226905
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.241196
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.249180
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.228127
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.241943
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.174079
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0151548
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10159493
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20147307
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30141965
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40187131
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50182641
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0149
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions040411
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1038469
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2036706
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3032386
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4045275
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5031794
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.134525
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions040262
IRS990PF/QualifyingDistributions/ExpensesAndContributions040411
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0149
IRS990PF/QualifyingDistributions/QualifyingDistributions040411
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JACOBS COHEN & ASSOCIATES PLLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06157422525
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10401 CHURCH STREET SUITE 2500
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NASHVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0372192205
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TN
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN APPLICATION REQUESTING FUNDS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DR LAWRENCE W SPELLER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06153708165
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10405 OAKLEIGH HILL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0NASHVILLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode037215
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16095
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22733
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310083
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount417500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10RONALD MCDONALD HOUSE CHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE JEWISH TEMPLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE JEWISH TEMPLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13WEST END SYNAGOGUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14JEWISH FEDERATION OF NASHVILLE &
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15JEWISH FEDERATION OF GREATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16MENTAL HEALTH AMERICA OF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20OF NASHVILLE TENNESSEE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21CONGREGATION OHABAI SHOLOM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22CONGREGATION SHAARE EMETH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine23MIDDLE TENNESSEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine24CHARLOTTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine25MIDDLE TENNESSEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102144 FAIRFAX AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115015 HARDING ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1211645 LADUE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133814 WEST END AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14801 PERCY WARNER BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine155007 PROVIDENCE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16295 PLUS PARK BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20SUITE 101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21SUITE 201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ST LOUIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5CHARLOTTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode037212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode137205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode263141
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode337205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode437205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode528226
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode637217
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear040411
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear07428
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07428
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1030798
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2029481
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3025476
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4036182
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5022844
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5022844
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0154920
IRS990PF/UndistributedIncome/ExcessFromCurrentYear032983
IRS990PF/UndistributedIncome/ExcessFromYear1030798
IRS990PF/UndistributedIncome/ExcessFromYear2029481
IRS990PF/UndistributedIncome/ExcessFromYear3025476
IRS990PF/UndistributedIncome/ExcessFromYear4036182
IRS990PF/UndistributedIncome/QualifyingDistributions040411
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus032983
IRS990PF/UndistributedIncome/TotalCorpus0177764
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0144781
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions036000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10315 DEADERICK STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine205TH FLOOR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0NASHVILLE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0TN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode037238
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0SADYE SPELLER TRUST UW
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
TaxesSchedule/Taxes/Amount0152
TaxesSchedule/Taxes/Category0TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0621360614
ReturnHeader/Filer/Name/BusinessNameLine10SPELLER FOUNDATION
ReturnHeader/Filer/NameControl0SPEL
ReturnHeader/Filer/Phone06153708165
ReturnHeader/Filer/USAddress/AddressLine10405 OAKLEIGH HILL
ReturnHeader/Filer/USAddress/City0NASHVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode0372155802
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02012-11-07
ReturnHeader/Officer/Name0LAWRENCE W SPELLER
ReturnHeader/Officer/Phone06153708165
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-11-07
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JACOBS COHEN & ASSOCIATES PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10401 CHURCH ST STE 2500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NASHVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode037219
ReturnHeader/Preparer/Name0ROBERT LEE TROXLER
ReturnHeader/Preparer/Phone06157422525
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-13T16:10:41-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,678
Liabilities
$0
Net assets
$145,678
Revenue
-
Expenses
$43,081
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.59$0.05$4.54$0.17$0.52$0.35
2024Detailed filing. Detailed filing data is available for this year.$4.93$0.05$4.88$0.63$0.57$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.87$0.05$4.82$0.82$0.57$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.61$0.04$4.57$2.82$1.08$1.74
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.03$2.83$0.61$0.47$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.72$0.03$2.69$0.46$0.47$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.03$2.71$0.11$0.44$0.33
2018Detailed filing. Detailed filing data is available for this year.$3.06$0.03$3.04$0.58$0.50$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.03$2.96$0.68$0.47$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.03$2.75$1.10$0.63$0.47
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.03$2.28$0.48$0.26$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.03$2.06$1.09$0.41$0.68
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.39
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.43
2011Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.41