Sperling Family Charitable Foundation

Peter E Sperling Ttee

Birmingham, AL
Tax-exempt since March 2016
EIN: 47-7100975

Receive an email when new data is available for this organization.

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

−$113k (2022)

Expenses

$203k (2022)

Total Assets

$2.25M (2022)

Total Liabilities

$0 (2022)

Source: Form 990 tax filings from 2015 to 2022

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.
2022

Revenue

-$112,504

Expenses

$203,136

Net Income

-$315,640

Net Assets

$2,246,507

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$225
Dividends	$51,911
Sales of Assets	-$164,640
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,068	82.2%
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	$2,246,507
Total Liabilities	$0
Net Assets	$2,246,507

Compensation

Key Employees and Officers	Compensation	Other
Peter E Sperling (President/Treasurer/Direct)	$0	$0
Elisabeth S Jordan (Secretary/Director)	$0	$0
Andrew M Sperling (Vice President/Director)	$0	$0

990-PF

Filed on Oct. 11, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$257,904

Expenses

$191,399

Net Income

$66,505

Net Assets

$2,561,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$176	0.1%
Dividends	$64,628	25.1%
Sales of Assets	$193,100	74.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,200	81.6%
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	$2,561,961
Total Liabilities	$0
Net Assets	$2,561,961

Compensation

Key Employees and Officers	Compensation	Other
Peter E Sperling (President/Treasurer/Direct)	$0	$0
Elisabeth S Jordan (Secretary/Director)	$0	$0
Andrew M Sperling (Vice President/Director)	$0	$0

990-PF

Filed on Nov. 8, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$29,180

Expenses

$191,336

Net Income

-$162,156

Net Assets

$2,604,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$56	0.2%
Dividends	$53,595	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,649	82.9%
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	$2,604,473
Total Liabilities	$1
Net Assets	$2,604,472

Compensation

Key Employees and Officers	Compensation	Other
Peter E Sperling (President/Treasurer/Direct)	$0	$0
Elisabeth S Jordan (Secretary/Director)	$0	$0
Andrew M Sperling (Vice President/Director)	$0	$0

990-PF

Filed on Nov. 10, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$66,961

Expenses

$225,564

Net Income

-$158,603

Net Assets

$2,767,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$123	0.2%
Dividends	$63,146	94.3%
Sales of Assets	$3,692	5.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,274	65.3%
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	$2,767,107
Total Liabilities	$1
Net Assets	$2,767,106

Compensation

Key Employees and Officers	Compensation	Other
Peter E Sperling (President/Treasurer/Direct)	$0	$0
Elisabeth S Jordan (Secretary/Director)	$0	$0
Andrew M Sperling (Vice President/Director)	$0	$0

990-PF

Filed on Nov. 4, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$93,113

Expenses

$213,535

Net Income

-$120,422

Net Assets

$2,926,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,082	4.4%
Dividends	$55,891	60.0%
Sales of Assets	$33,140	35.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,749	78.1%
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	$2,926,359
Total Liabilities	$0
Net Assets	$2,926,359

Compensation

Key Employees and Officers	Compensation	Other
Peter E Sperling (President/Treasurer/Direct)	$0	$0
Elisabeth S Jordan (Secretary/Director)	$0	$0
Andrew M Sperling (Vice President/Director)	$0	$0

990-PF

Filed on Oct. 28, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$306,075

Expenses

$193,104

Net Income

$112,971

Net Assets

$3,045,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,631	1.5%
Dividends	$49,509	16.2%
Sales of Assets	$251,935	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,954	78.2%
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	$3,045,963
Total Liabilities	$0
Net Assets	$3,045,963

Compensation

Key Employees and Officers	Compensation	Other
Peter E Sperling (President/Treasurer/Direct)	$0	$0
Elisabeth S Jordan (Secretary/Director)	$0	$0
Andrew M Sperling (Vice President/Director)	$0	$0

990-PF

Filed on Nov. 1, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$80,301

Expenses

$72,288

Net Income

$8,013

Net Assets

$2,929,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,430	5.5%
Dividends	$38,429	47.9%
Sales of Assets	$37,442	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,569	28.5%
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	$2,929,416
Total Liabilities	$0
Net Assets	$2,929,416

Compensation

Key Employees and Officers	Compensation	Other
Peter E Sperling (President/Treasurer/Direct)	$0	$0
Elisabeth S Jordan (Secretary/Director)	$0	$0
Andrew M Sperling (Vice President/Director)	$0	$0

990-PF

Filed on Nov. 8, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$2,932,863

Expenses

$11,460

Net Income

$2,921,403

Net Assets

$2,921,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,895,689	98.7%
Interest Revenue	$2	0.0%
Dividends	$22,987	0.8%
Sales of Assets	$14,185	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,631	49.1%
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	$2,921,403
Total Liabilities	$0
Net Assets	$2,921,403

990-PF

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

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 24, 2024

Sperling Family Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$113k (2022)

Expenses $203k (2022)

Total Assets $2.25M (2022)

Total Liabilities $0 (2022)

Tax Filings by Year

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

About This Data

Which Organizations Are Here?

Types of Nonprofits

Get the Data

API

Byline

Revenue

−$113k (2022)

Expenses

$203k (2022)

Total Assets

$2.25M (2022)

Total Liabilities

$0 (2022)

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