The Joan And Bernard Spain Foundation

Spain Joan & Bernard Ttees

Philadelphia, PA
Tax-exempt since Dec. 2001
EIN: 25-6728780

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$288k (2024)

Expenses

$517k (2024)

Total Assets

$5.92M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$288,071

Expenses

$516,607

Net Income

-$228,536

Net Assets

$5,920,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49	0.0%
Dividends	$249,654	86.7%
Sales of Assets	$26,070	9.0%
Other Income	$12,298	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$508,976	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,920,263
Total Liabilities	$0
Net Assets	$5,920,263

Compensation

Key Employees and Officers	Compensation	Other
Joan Spain (Trustee, As Required)	$0	$0

990-PF

Filed on Oct. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$195,696

Expenses

$285,140

Net Income

-$89,444

Net Assets

$6,169,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$66	0.0%
Dividends	$193,149	98.7%
Sales of Assets	$0
Other Income	$2,481	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$256,904	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,169,150
Total Liabilities	$0
Net Assets	$6,169,150

Compensation

Key Employees and Officers	Compensation	Other
Joan Spain (Trustee, As Required)	$0	$0

990-PF

Filed on Nov. 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$931,392

Expenses

$232,124

Net Income

$699,268

Net Assets

$6,251,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	1.1%
Interest Revenue	$332	0.0%
Dividends	$205,729	22.1%
Sales of Assets	$715,331	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,017	80.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,251,647
Total Liabilities	$0
Net Assets	$6,251,647

Compensation

Key Employees and Officers	Compensation	Other
Joan Spain (Trustee, As Required)	$0	$0

990-PF

Filed on Oct. 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$6,865,192

Expenses

$1,120,126

Net Income

$5,745,066

Net Assets

$5,523,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,979,926	72.5%
Interest Revenue	$13	0.0%
Dividends	$55,595	0.8%
Sales of Assets	$1,818,178	26.5%
Other Income	$11,480	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,079,500	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,523,597
Total Liabilities	$0
Net Assets	$5,523,597

Compensation

Key Employees and Officers	Compensation	Other
Joan Spain (Trustee, As Required)	$0	$0

990-PF

Filed on Sept. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$251,181

Expenses

$119,871

Net Income

$131,310

Net Assets

$1,827,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$102,804	40.9%
Interest Revenue	$28	0.0%
Dividends	$38,812	15.5%
Sales of Assets	$103,146	41.1%
Other Income	$6,391	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,850	64.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,827,284
Total Liabilities	$1
Net Assets	$1,827,283

Compensation

Key Employees and Officers	Compensation	Other
Joan Spain (Trustee, As Required)	$0	$0

990-PF

Filed on Nov. 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$365,852

Expenses

$117,749

Net Income

$248,103

Net Assets

$1,710,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$213,782	58.4%
Interest Revenue	$318	0.1%
Dividends	$45,735	12.5%
Sales of Assets	$104,337	28.5%
Other Income	$1,680	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,500	70.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,710,033
Total Liabilities	$1
Net Assets	$1,710,032

Compensation

Key Employees and Officers	Compensation	Other
Bernard Spain (Trustee, As Required)	$0	$0

990-PF

Filed on Aug. 27, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$91,733

Expenses

$172,069

Net Income

-$80,336

Net Assets

$1,682,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$35,363	38.5%
Sales of Assets	$63,019	68.7%
Other Income	-$6,669

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,250	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,682,281
Total Liabilities	$0
Net Assets	$1,682,281

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$156,311

Expenses

$138,298

Net Income

$18,013

Net Assets

$1,804,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,889	35.1%
Sales of Assets	$96,824	61.9%
Other Income	$4,598	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,500	80.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,804,419
Total Liabilities	$0
Net Assets	$1,804,419

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$174,493

Expenses

$100,807

Net Income

$73,686

Net Assets

$1,778,981

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,550	26.1%
Sales of Assets	$131,678	75.5%
Other Income	-$2,735

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,000	77.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,778,981
Total Liabilities	$0
Net Assets	$1,778,981

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

-$8,146

Expenses

$103,899

Net Income

-$112,045

Net Assets

$1,698,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,324
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,500	81.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,698,332
Total Liabilities	$0
Net Assets	$1,698,332

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$53,313

Expenses

$131,892

Net Income

-$78,579

Net Assets

$1,805,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,849	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,557	84.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,805,114
Total Liabilities	$0
Net Assets	$1,805,114

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Types of Nonprofits

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The Joan And Bernard Spain Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $288k (2024)

Expenses $517k (2024)

Total Assets $5.92M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$288k (2024)

Expenses

$517k (2024)

Total Assets

$5.92M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001