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Kathryn E Spence Family Foundation

Spence Kathryn E Ttee

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$4.56k (2025)

Expenses
$21.3k (2025)

Total Assets
$143k (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 July
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,561
Expenses
$21,277
Net Income
-$16,716
Net Assets
$142,781
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,794
> 100%
Interest Revenue $0
Dividends $3,559
78.0%
Sales of Assets -$3,792
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,868
79.3%
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 $142,781
Total Liabilities $0
Net Assets $142,781
Compensation
Key Employees and Officers Compensation Other
Daniel Rice (Trustee) $0 $0
Kimberley Kaestner (Trustee) $0 $0
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,416
Expenses
$17,754
Net Income
$20,662
Net Assets
$159,497
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,240
11.0%
Interest Revenue $0
Dividends $3,786
9.9%
Sales of Assets $30,390
79.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,160
79.8%
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 $159,497
Total Liabilities $0
Net Assets $159,497
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,525
Expenses
$16,247
Net Income
-$7,722
Net Assets
$138,835
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50
0.6%
Interest Revenue $0
Dividends $3,652
42.8%
Sales of Assets $4,823
56.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,398
82.5%
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 $138,835
Total Liabilities $0
Net Assets $138,835
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,460
Expenses
$11,989
Net Income
$3,471
Net Assets
$146,557
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,815
24.7%
Interest Revenue $0
Dividends $2,644
17.1%
Sales of Assets $9,001
58.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,448
70.5%
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 $146,557
Total Liabilities $0
Net Assets $146,557
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,023
Expenses
$21,654
Net Income
$11,369
Net Assets
$143,085
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,595
10.9%
Interest Revenue $0
Dividends $2,283
6.9%
Sales of Assets $27,145
82.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,548
85.7%
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 $143,086
Total Liabilities $1
Net Assets $143,085
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,248
Expenses
$13,794
Net Income
$6,454
Net Assets
$131,716
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,398
16.8%
Interest Revenue $0
Dividends $2,064
10.2%
Sales of Assets $14,786
73.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,398
82.6%
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 $131,717
Total Liabilities $1
Net Assets $131,716
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,055
Expenses
$4,796
Net Income
$10,259
Net Assets
$125,263
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,850
18.9%
Interest Revenue $0
Dividends $2,145
14.2%
Sales of Assets $10,060
66.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,900
60.5%
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 $125,263
Total Liabilities $0
Net Assets $125,263
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,743
Expenses
$16,633
Net Income
$2,110
Net Assets
$115,004
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50
0.3%
Interest Revenue $0
Dividends $2,123
11.3%
Sales of Assets $16,570
88.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,800
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 $115,004
Total Liabilities $0
Net Assets $115,004
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,080
Expenses
$3,790
Net Income
$5,290
Net Assets
$112,894
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50
0.6%
Interest Revenue $0
Dividends $2,093
23.1%
Sales of Assets $6,937
76.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,225
58.7%
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 $112,894
Total Liabilities $0
Net Assets $112,894
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,538
Expenses
$3,548
Net Income
$2,990
Net Assets
$107,604
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50
0.8%
Interest Revenue $0
Dividends $1,852
28.3%
Sales of Assets $4,636
70.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,147
60.5%
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 $107,604
Total Liabilities $0
Net Assets $107,604
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,200
Expenses
$3,416
Net Income
$7,784
Net Assets
$104,614
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50
0.4%
Interest Revenue $0
Dividends $1,900
17.0%
Sales of Assets $9,250
82.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,047
59.9%
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 $104,614
Total Liabilities $0
Net Assets $104,614
Compensation
Key Employees and Officers Compensation Other
Kathryn E Spence (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,184
Expenses
$4,119
Net Income
$9,065
Net Assets
$96,830
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,735
13.2%
Sales of Assets $11,449
86.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,834
68.8%
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 $96,830
Total Liabilities $0
Net Assets $96,830

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,893
Expenses
$6,163
Net Income
$1,730
Net Assets
$87,765
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,604
20.3%
Sales of Assets $6,289
79.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,060
82.1%
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 $87,765
Total Liabilities $0
Net Assets $87,765

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,257
Expenses
$9,426
Net Income
-$7,169
Net Assets
$86,035
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,392
61.7%
Sales of Assets $865
38.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,370
88.8%
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 $86,035
Total Liabilities $0
Net Assets $86,035

Document Links

Fiscal Year Ending July
2011

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

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

Document Links

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.

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.

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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

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

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  • Raw filing data. Includes EINs and summary financials as structured data.
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