Civic Intelligence

Sara D and J Kyle Spencer Eleemosynary Trust Inc

990PF • Fiscal year 2016 • EIN 58-2098796

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 26, 2017

PO Box 97Columbus, GA 31902

(706) 596-9282

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$420,947

Down $37,881 (-8.3%) from 2015

Net Assets

Down

$420,947

Down $37,881 (-8.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Up

$18,144

Up $790 (+4.6%) from 2015

Expenses

Up

$56,025

Up $46,222 (+472%) from 2015

Net Income

Down

-$37,881

Down $45,432 (-602%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $491,510Liabilities 2011: $0Net Assets 2011: $491,5102011Assets 2012: $463,901Liabilities 2012: $0Net Assets 2012: $463,9012012Assets 2013: $425,502Liabilities 2013: $0Net Assets 2013: $425,5022013Assets 2014: $451,277Liabilities 2014: $0Net Assets 2014: $451,2772014Assets 2015: $458,828Liabilities 2015: $0Net Assets 2015: $458,8282015Assets 2016: $420,947Liabilities 2016: $0Net Assets 2016: $420,9472016Assets 2016: $1,028,066Liabilities 2016: $0Net Assets 2016: $1,028,0662016Assets 2017: $1,042,600Liabilities 2017: $110,788Net Assets 2017: $931,8122017Assets 2018: $2,592,078Liabilities 2018: $110,788Net Assets 2018: $2,481,2902018Assets 2019: $3,054,572Liabilities 2019: $0Net Assets 2019: $3,054,5722019Assets 2020: $2,982,483Liabilities 2020: $0Net Assets 2020: $2,982,4832020Assets 2021: $3,043,786Liabilities 2021: $0Net Assets 2021: $3,043,7862021Assets 2022: $2,906,140Liabilities 2022: $0Net Assets 2022: $2,906,1402022Assets 2023: $2,854,776Liabilities 2023: $0Net Assets 2023: $2,854,7762023Assets 2024: $2,872,054Liabilities 2024: $0Net Assets 2024: $2,872,0542024

Highlighted filing

2016

Assets$420,947
Liabilities$0
Net Assets$420,947

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $23,6242011Expenses 2012: $40,1062012Revenue 2013: $12,965Expenses 2013: $51,364Net Income 2013: -$38,3992013Revenue 2014: $28,980Expenses 2014: $3,205Net Income 2014: $25,7752014Revenue 2015: $17,354Expenses 2015: $9,803Net Income 2015: $7,5512015Revenue 2016: $18,144Expenses 2016: $56,025Net Income 2016: -$37,8812016Revenue 2016: $625,263Expenses 2016: $56,025Net Income 2016: $569,2382016Revenue 2017: $54,561Expenses 2017: $150,815Net Income 2017: -$96,2542017Revenue 2018: $1,550,738Expenses 2018: $1,259Net Income 2018: $1,549,4792018Revenue 2019: $667,498Expenses 2019: $94,738Net Income 2019: $572,7602019Revenue 2020: $66,112Expenses 2020: $138,201Net Income 2020: -$72,0892020Revenue 2021: $200,422Expenses 2021: $139,119Net Income 2021: $61,3032021Revenue 2022: $63,770Expenses 2022: $201,416Net Income 2022: -$137,6462022Revenue 2023: $134,039Expenses 2023: $185,403Net Income 2023: -$51,3642023Revenue 2024: $185,500Expenses 2024: $181,465Net Income 2024: $4,0352024

Highlighted filing

2016

Revenue$18,144
Expenses$56,025
Net Income-$37,881
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 26, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY ED SPENCERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Sara D and J Kyle Spencer
EIN
58-2098796
Phone
7065969282
Address
PO BOX 97, COLUMBUS, GA 31902

Signing Officer

Name
Tracy Ed Spencer
Title
President
Phone
7065969282
Signed
2017-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Grimes & Company PC
Address
PO Box 4299, Columbus, GA 31914
Preparer
Charles D Johnson CPA
Phone
7063245435
Raw XML Appendix337 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
AppliedToPriorYearElection/ElectionDesc0The Sara D. and J. Kyle Spencer Eleemosynary Trust, Inc., EIN 58-2098796, hereby elects under Reg. 53-4942(a)-3(d)(2)to designate the qualifying distributions of $56,025 it made for 2016. The taxpayer elects that the distributions be allocated in the following manner: (1) $34,654 to the taxable year ending December 31, 2015; (2) $16,260 to the taxable year ending December 31, 2014; and (3) $5,111 to the taxable year ending December 31, 2016.Date: ___________________________By: _________________________________Tracy E. D. Spencer, President
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0209180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0523387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm07500 SHS AFLAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt022811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt186758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0626 SHS AFLAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12000 SHS SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21000 SHS US STEEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt043570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt198380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt233010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018134
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt018144
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt018144
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt056025
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt056025
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018134
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018134
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-37881
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt018144
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt056025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt056025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt018144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt018144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-37881
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0420947
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0458828
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0420947
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt039100
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039100
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt039100
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039281
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0181
IRS990PF/DistributableAmountGrp/TotalTaxAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0289
IRS990PF/FMVAssetsEOYAmt0775256
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011477
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt027902
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt027902
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0209180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0209180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0523387
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0134858
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0134858
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0174960
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0458828
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0420947
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0101313
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt047007
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt047007
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0458828
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0420947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0775256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0458828
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0420947
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0458828
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0420947
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0797575
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0110050
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0685525
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011964
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039281
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0785611
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0797575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRACY ED SPENCER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01210 1/2 THIRD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd031901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt031967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt032148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt050873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt038801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.009746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.003601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.077975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.064287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0785611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0699295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0704852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0652427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0603561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0470299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt056025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.203451
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt055844
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt056025
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0181
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt056025
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TRACY ED SPENCER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01210 1/2 THIRD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBUS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd031901
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07065969282
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE OF DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE OF DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE OF DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL USE OF DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL USE OF DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL USE OF DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MERCYMED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHATTAHOOCHEE VALLEY LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COALITION FOR SOUND GROWTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TREES COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HOPE HARBOUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C)(3) PUBLIC CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C)(3) ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C)(3) ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C)(3) ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C)(3) ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 (C)(3) ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501 (C)(3) ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01100 5TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13702 2ND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3303 TWELFTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4303 TWELFTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 PEACHTREE STREET NW SUITE 2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 4182
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd031901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd131904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd231902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd331901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd431901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd631914
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056025
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05111
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt016260
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034654
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt016260
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt033989
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034654
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY ED SPENCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07065969282
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA D AND J KYLE SPENCER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEEMOSYNARY TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0582098796
ReturnHeader/Filer/PhoneNum07065969282
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 97
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0250BC55341590810F214F2E22AC8D273FC77D64C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.155.205.50
ReturnHeader/FilingSecurityInformation/IPDt02017-07-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:59:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581374304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robinson Grimes & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 4299
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031914
ReturnHeader/PreparerPersonGrp/PhoneNum07063245435
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles D Johnson CPA
ReturnHeader/ReturnTs02017-09-15T13:25:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.19$0.18$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.13$0.19$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.06$0.20$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.20$0.14$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.07$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.67$0.09$0.57
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.11$2.48$1.55$0.00$1.55
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.11$0.93$0.05$0.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.63$0.06$0.57
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.02$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.00$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.01$0.05$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.02