John W Spencer Trust

Walnut Creek, CA
EIN: 94-6055547

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$144k (2024)

Expenses

$146k (2024)

Total Assets

$1.5M (2024)

Total Liabilities

$0 (2024)

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 Nov.
2024

Revenue

$144,162

Expenses

$146,436

Net Income

-$2,274

Net Assets

$1,502,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,899	11.7%
Dividends	$69,747	48.4%
Sales of Assets	$57,516	39.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,005	84.0%
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	$1,502,539
Total Liabilities	$0
Net Assets	$1,502,539

Compensation

Key Employees and Officers	Compensation	Other
Xavier Abrams (Trustee)	$0	$0
Exalted Ruler Free Masons (Trustee)	$0	$0

990-PF

Filed on April 12, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2023

Revenue

$214,684

Expenses

$233,650

Net Income

-$18,966

Net Assets

$1,504,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,341	3.4%
Dividends	$77,081	35.9%
Sales of Assets	$130,262	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,758	89.8%
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	$1,504,813
Total Liabilities	$0
Net Assets	$1,504,813

Compensation

Key Employees and Officers	Compensation	Other
Xavier Abrams (Trustee)	$0	$0
Exalted Ruler Free Masons (Trustee)	$0	$0

990-PF

Filed on April 5, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$223,289

Expenses

$246,551

Net Income

-$23,262

Net Assets

$1,523,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,518	3.8%
Dividends	$65,608	29.4%
Sales of Assets	$149,163	66.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,588	89.5%
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	$1,523,779
Total Liabilities	$0
Net Assets	$1,523,779

Compensation

Key Employees and Officers	Compensation	Other
Xavier Abrams (Trustee)	$0	$0
Exhalted Ruler (Trustee)	$0	$0

990-PF

Filed on Oct. 16, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$186,691

Expenses

$225,820

Net Income

-$39,129

Net Assets

$1,547,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,520	4.6%
Dividends	$64,812	34.7%
Sales of Assets	$113,359	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,433	83.0%
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	$1,547,041
Total Liabilities	$0
Net Assets	$1,547,041

Compensation

Key Employees and Officers	Compensation	Other
Joshua Genser (Trustee)	$0	$0
Xavier Abrams (Trustee)	$0	$0
Exhalted Ruler (Trustee)	$0	$0

990-PF

Filed on April 14, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$206,517

Expenses

$156,538

Net Income

$49,979

Net Assets

$1,586,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,533	4.1%
Dividends	$71,516	34.6%
Sales of Assets	$126,468	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,021	86.9%
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	$1,586,170
Total Liabilities	$1
Net Assets	$1,586,169

Compensation

Key Employees and Officers	Compensation	Other
Joshua Genser (Trustee)	$0	$0
Xavier Abrams (Trustee)	$0	$0
Exhalted Ruler (Trustee)	$0	$0

990-PF

Filed on April 14, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$132,079

Expenses

$152,047

Net Income

-$19,968

Net Assets

$1,536,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,525	4.9%
Dividends	$75,110	56.9%
Sales of Assets	$50,444	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,730	83.3%
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	$1,536,191
Total Liabilities	$1
Net Assets	$1,536,190

Compensation

Key Employees and Officers	Compensation	Other
Joshua Genser (Trustee)	$0	$0
Xavier Abrams (Trustee)	$0	$0
Exhalted Ruler (Trustee)	$0	$0

990-PF

Filed on April 28, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$112,489

Expenses

$155,266

Net Income

-$42,777

Net Assets

$1,556,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,143	6.3%
Dividends	$71,147	63.2%
Sales of Assets	$34,199	30.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,450	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	$1,556,159
Total Liabilities	$0
Net Assets	$1,556,159

Compensation

Key Employees and Officers	Compensation	Other
Joshua Genser (Trustee)	$0	$0
Edward M Downer Iii (Trustee)	$0	$0
Exhalted Ruler (Trustee)	$0	$0

990-PF

Filed on April 10, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$349,604

Expenses

$140,491

Net Income

$209,113

Net Assets

$1,598,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,356	0.4%
Dividends	$76,166	21.8%
Sales of Assets	$272,082	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,922	72.5%
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	$1,598,936
Total Liabilities	$0
Net Assets	$1,598,936

Compensation

Key Employees and Officers	Compensation	Other
Joshua Genser (Trustee)	$0	$0
Edward M Downer Iii (Trustee)	$0	$0
Exhalted Ruler (Trustee)	$0	$0

990-PF

Filed on April 17, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$212,738

Expenses

$141,347

Net Income

$71,391

Net Assets

$1,389,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30	0.0%
Dividends	$75,265	35.4%
Sales of Assets	$137,443	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,655	77.6%
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	$1,389,823
Total Liabilities	$0
Net Assets	$1,389,823

Compensation

Key Employees and Officers	Compensation	Other
Henry E Covell Jr (Trustee)	$0	$0
Linda Pitts (Trustee)	$0	$0
Em Downer Iii (Trustee)	$0	$0

990-PF

Filed on July 12, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$103,215

Expenses

$113,962

Net Income

-$10,747

Net Assets

$1,318,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.0%
Dividends	$77,705	75.3%
Sales of Assets	$25,475	24.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,899	71.9%
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	$1,318,432
Total Liabilities	$0
Net Assets	$1,318,432

Compensation

Key Employees and Officers	Compensation	Other
Henry E Covell Jr (Trustee)	$0	$0
Linda Pitts (Trustee)	$0	$0
Em Downer Iii (Trustee)	$0	$0

990-PF

Filed on April 17, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$108,324

Expenses

$83,926

Net Income

$24,398

Net Assets

$1,329,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.0%
Dividends	$106,482	98.3%
Sales of Assets	$1,802	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,543	72.1%
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	$1,329,179
Total Liabilities	$0
Net Assets	$1,329,179

Compensation

Key Employees and Officers	Compensation	Other
Henry E Covell Jr (Trustee)	$0	$0
Linda Pitts (Trustee)	$0	$0
Em Downer Iii (Trustee)	$0	$0

990-PF

Filed on April 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$81,266

Expenses

$78,513

Net Income

$2,753

Net Assets

$1,305,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,559	94.2%
Sales of Assets	$4,707	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,224	75.4%
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	$1,305,519
Total Liabilities	$0
Net Assets	$1,305,519

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2012

Revenue

$24,684

Expenses

$79,774

Net Income

-$55,090

Net Assets

$1,302,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,844	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,736	76.1%
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	$1,302,483
Total Liabilities	$0
Net Assets	$1,302,483

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$59,446

Expenses

$83,093

Net Income

-$23,647

Net Assets

$1,357,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,184	> 100%
Sales of Assets	$0
Other Income	$809	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,077	75.9%
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	$1,357,829
Total Liabilities	$0
Net Assets	$1,357,829

990-PF

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

PDF

Fiscal Year Ending Nov.
2010

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 Nov.
2009

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

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

PDF

About This Data

What Is 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.

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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

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Updated April 20, 2026

John W Spencer Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $144k (2024)

Expenses $146k (2024)

Total Assets $1.5M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$144k (2024)

Expenses

$146k (2024)

Total Assets

$1.5M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001