Katherine D Spencer Memorial Tr

Regions Morgan Keegan Trust Ttee
  • Birmingham, AL
  • Tax exemption issued: Sept. 2022
  • EIN: 64-6201021

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,962
Expenses
$24,808
Net Income
$2,154
Net Assets
$335,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,561
42.9%
Sales of Assets $12,545
46.5%
Other Income $1,486
5.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,151
77.2%
Compensation of Officers* $3,962
16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $335,938
Total Liabilities $0
Net Assets $335,938
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $3,962 $0

Document Links

990-PF
Filed on April 29, 2026

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

View Filing
XML

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,611
Expenses
$21,469
Net Income
$9,142
Net Assets
$335,406
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,310
36.9%
Sales of Assets $18,026
58.9%
Other Income $1,275
4.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,967
83.7%
Compensation of Officers* $3,889
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $335,406
Total Liabilities $0
Net Assets $335,406
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $3,889 $0

Document Links

990-PF
Filed on April 30, 2025

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,002
Expenses
$23,517
Net Income
-$17,515
Net Assets
$326,264
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,186
> 100%
Sales of Assets -$7,971
Other Income $2,592
43.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,183
85.8%
Compensation of Officers* $3,719
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $326,264
Total Liabilities $0
Net Assets $326,264
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $3,719 $0

Document Links

990-PF
Filed on April 24, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,432
Expenses
$27,241
Net Income
-$14,809
Net Assets
$343,951
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,217
66.1%
Sales of Assets $2,098
16.9%
Other Income $894
7.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,193
66.8%
Compensation of Officers* $3,934
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $343,951
Total Liabilities $0
Net Assets $343,951
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $3,934 $0

Document Links

990-PF
Filed on May 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,148
Expenses
$18,247
Net Income
$14,901
Net Assets
$358,875
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,384
25.3%
Sales of Assets $23,992
72.4%
Other Income $184
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,912
70.8%
Compensation of Officers* $4,322
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $358,875
Total Liabilities $0
Net Assets $358,875
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $4,322 $0

Document Links

990-PF
Filed on Nov. 14, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,494
Expenses
$11,438
Net Income
$5,056
Net Assets
$343,750
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,213
55.9%
Sales of Assets $7,060
42.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,023
70.1%
Compensation of Officers* $3,841
33.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $343,750
Total Liabilities $0
Net Assets $343,750
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $3,841 $0

Document Links

990-PF
Filed on Oct. 29, 2021

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

View Filing
PDF XML

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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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.

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