Civic Intelligence

Kathryn E Spence Family Foundation C/O Ms Kathryn E Spence

990PF • Fiscal year 2016 • EIN 13-7202870

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 15, 2016

Organization Profile
5 Governors RoadBronxville, NY 10708

(212) 751-9100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Net Margin

79th percentile

46%

Higher net margin than 79% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

2.9%

Faster asset growth than 70% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-42%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Flat

$107,604

Flat from 2016

Net Assets

$107,604

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin79th percentile

Revenue

Flat

$6,538

Flat from 2016

Expenses

Flat

$3,548

Flat from 2016

Net Income

Flat

$2,990

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $86,035Liabilities 2012: $02012Assets 2013: $87,765Liabilities 2013: $02013Assets 2014: $96,830Liabilities 2014: $02014Assets 2015: $104,614Liabilities 2015: $0Net Assets 2015: $104,6142015Assets 2016: $107,604Liabilities 2016: $0Net Assets 2016: $107,6042016Assets 2016: $107,604Liabilities 2016: $12016Assets 2017: $112,894Liabilities 2017: $0Net Assets 2017: $112,8942017Assets 2018: $115,004Liabilities 2018: $0Net Assets 2018: $115,0042018Assets 2020: $131,717Liabilities 2020: $0Net Assets 2020: $131,7172020Assets 2021: $143,086Liabilities 2021: $0Net Assets 2021: $143,0862021Assets 2022: $146,557Liabilities 2022: $0Net Assets 2022: $146,5572022Assets 2023: $138,835Liabilities 2023: $12023Assets 2024: $159,497Liabilities 2024: $0Net Assets 2024: $159,4972024Assets 2025: $142,781Liabilities 2025: $0Net Assets 2025: $142,7812025

Highlighted filing

2016

Assets$107,604
Liabilities$0
Net Assets$107,604
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2012: $2,257Expenses 2012: $9,426Net Income 2012: -$7,1692012Revenue 2013: $7,893Expenses 2013: $6,163Net Income 2013: $1,7302013Revenue 2014: $13,184Expenses 2014: $4,119Net Income 2014: $9,0652014Revenue 2015: $11,200Expenses 2015: $3,416Net Income 2015: $7,7842015Revenue 2016: $6,538Expenses 2016: $3,548Net Income 2016: $2,9902016Revenue 2016: $6,538Expenses 2016: $3,548Net Income 2016: $2,9902016Revenue 2017: $9,080Expenses 2017: $3,790Net Income 2017: $5,2902017Revenue 2018: $18,743Expenses 2018: $16,633Net Income 2018: $2,1102018Revenue 2020: $20,248Expenses 2020: $13,794Net Income 2020: $6,4542020Revenue 2021: $33,023Expenses 2021: $21,654Net Income 2021: $11,3692021Revenue 2022: $15,460Expenses 2022: $11,989Net Income 2022: $3,4712022Revenue 2023: $8,525Expenses 2023: $16,247Net Income 2023: -$7,7222023Revenue 2024: $38,416Expenses 2024: $17,754Net Income 2024: $20,6622024Revenue 2025: $4,561Expenses 2025: $21,277Net Income 2025: -$16,7162025

Highlighted filing

2016

Revenue$6,538
Expenses$3,548
Net Income$2,990
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn E SpenceTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Kathryn E Spence Family Foundation
EIN
13-7202870
In Care Of
% TAXPAYER
Phone
2127519100
Address
5 Governors Road, Bronxville, NY 10708

Signing Officer

Name
Kathryn E Spence
Title
Officer
Phone
2127519100
Signed
2016-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Raymond Russolillo CPA
Phone
2127519100
Raw XML Appendix270 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02097
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt093384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0126929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01852
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04636
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06488
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06488
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02097
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02097
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04636
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01852
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01852
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02990
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt052636
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04636
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01396
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01396
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06538
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02147
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01401
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NB 85405 ST COVERED - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NB 85405 LT COVERED - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NB 85405 LT NONCOVERED - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NB 85405 CASH IN LIEU - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04636
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02990
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0107604
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0104614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0107604
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06531
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06531
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06531
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06633
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0102
IRS990PF/DistributableAmountGrp/TotalTaxAmt0102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0411
IRS990PF/FMVAssetsEOYAmt0141149
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0104614
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0107604
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011205
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014069
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014069
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt093295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt093384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0126929
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0114
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0151
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0151
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0104614
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0107604
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0141149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0104614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0107604
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0104614
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0107604
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0134672
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013652
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0120891
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02020
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0129
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06633
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0132652
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0134672
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kathryn E Spence
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05 GOVERNORS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BRONXVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010708
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.023147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.081685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.024237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0132652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0133438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0122436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0104332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0102320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0104469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.192908
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02147
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02147
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02147
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05 GOVERNORS RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BRONXVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010708
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TAXPAYER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127519100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KATHRYN E SPENCE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02147
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06531
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03266
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03266
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02147
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03266
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01118
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0114
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0151
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0151
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01396
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01396
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN E SPENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kathryn E Spence Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MS KATHRYN E SPENCE
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0137202870
ReturnHeader/Filer/InCareOfNm0% TAXPAYER
ReturnHeader/Filer/PhoneNum02127519100
ReturnHeader/Filer/USAddress/AddressLine1Txt05 Governors Road
ReturnHeader/Filer/USAddress/CityNm0Bronxville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010708
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND RUSSOLILLO CPA
ReturnHeader/ReturnTs02016-12-01T11:18:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,604
Liabilities
$0
Net assets
$107,604
Revenue
$6,538
Expenses
$3,548
Net income
$2,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.21$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.38$0.18$0.21
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$0.09$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.15$0.12$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.33$0.22$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.20$0.14$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.19$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.09$0.04$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.04$0.03
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.03$0.08
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$0.13$0.04$0.09
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.08$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.02$0.09$0.07