Civic Intelligence

Spencer Charitable Foundation

990PF • Fiscal year 2018 • EIN 74-2900267

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 25, 2019

1001 Redbud TrailWest Lake Hills, TX 78746

(361) 882-7001

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,568,193

Down $32,527 (-2.0%) from 2017

Net Assets

Down

$1,568,193

Down $31,527 (-2.0%) from 2017

Liabilities

Down

$0

Down $1,000 (-100%) from 2017

Revenue And Expenses

Revenue

Down

$80,897

Down $63,408 (-44%) from 2017

Expenses

Down

$112,139

Down $283 (-0.3%) from 2017

Net Income

Down

-$31,242

Down $63,125 (-198%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,500,592Liabilities 2011: $1,0002011Assets 2012: $1,519,998Liabilities 2012: $2,000Net Assets 2012: $1,517,9982012Assets 2013: $1,572,150Liabilities 2013: $4,000Net Assets 2013: $1,568,1502013Assets 2014: $1,558,882Liabilities 2014: $1,000Net Assets 2014: $1,557,8822014Assets 2015: $1,588,052Liabilities 2015: $1,000Net Assets 2015: $1,587,0522015Assets 2016: $1,569,036Liabilities 2016: $1,000Net Assets 2016: $1,568,0362016Assets 2017: $1,600,720Liabilities 2017: $1,000Net Assets 2017: $1,599,7202017Assets 2018: $1,568,193Liabilities 2018: $0Net Assets 2018: $1,568,1932018Assets 2019: $1,545,071Liabilities 2019: $55Net Assets 2019: $1,545,0162019Assets 2020: $1,528,423Liabilities 2020: $0Net Assets 2020: $1,528,4232020Assets 2021: $1,792,495Liabilities 2021: $0Net Assets 2021: $1,792,4952021Assets 2022: $1,741,553Liabilities 2022: $0Net Assets 2022: $1,741,5532022Assets 2023: $1,678,226Liabilities 2023: $0Net Assets 2023: $1,678,2262023Assets 2024: $1,699,635Liabilities 2024: $13,013Net Assets 2024: $1,686,6222024

Highlighted filing

2018

Assets$1,568,193
Liabilities$0
Net Assets$1,568,193

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $98,645Expenses 2011: $90,571Net Income 2011: $8,0742011Expenses 2012: $85,4082012Revenue 2013: $154,410Expenses 2013: $102,971Net Income 2013: $51,4392013Revenue 2014: $97,286Expenses 2014: $107,188Net Income 2014: -$9,9022014Revenue 2015: $151,832Expenses 2015: $122,734Net Income 2015: $29,0982015Revenue 2016: $83,205Expenses 2016: $101,897Net Income 2016: -$18,6922016Revenue 2017: $144,305Expenses 2017: $112,422Net Income 2017: $31,8832017Revenue 2018: $80,897Expenses 2018: $112,139Net Income 2018: -$31,2422018Revenue 2019: $99,547Expenses 2019: $122,307Net Income 2019: -$22,7602019Revenue 2020: $83,099Expenses 2020: $99,692Net Income 2020: -$16,5932020Revenue 2021: $370,070Expenses 2021: $105,998Net Income 2021: $264,0722021Revenue 2022: $50,880Expenses 2022: $101,822Net Income 2022: -$50,9422022Revenue 2023: $40,073Expenses 2023: $103,400Net Income 2023: -$63,3272023Revenue 2024: $114,345Expenses 2024: $104,513Net Income 2024: $9,8322024

Highlighted filing

2018

Revenue$80,897
Expenses$112,139
Net Income-$31,242
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 25, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK W SPENCERPresident/Di-$0--
DEANNA JUNE SPENCERVP/Director-$0--
CHARLOTTE SPENCER STACYSecretary/Di-$0--
ANDREW M SPENCERTreasurer/Di-$0--
Filing and Contact Details

Filer

Filer Name
Spencer Charitable Foundation
EIN
74-2900267
Phone
3618827001
Address
1001 REDBUD TRAIL, WEST LAKE HILLS, TX 78746

Signing Officer

Name
Jack W Spencer
Title
President/director
Phone
3618827001
Signed
2019-10-25

Preparer

Firm
Fancher & Company
Address
606 N CARANCAHUA ST STE 1500, CORPUS CHRISTI, TX 78401-0686
Preparer
Robert C Fancher CPA
Phone
3618827001
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALASKA AIR GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC. CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALPHABET INC. CLA COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERICAN BEACON STEPHENS SM CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMERICAN EXPRESS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AMERICAN TOWER CORP. REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ANTHEM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AUTODESK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BANK OF NEW YORK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BAXALTA INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BECTON DICKINSON & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BIOGEN IDEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BOOKING HOLDINGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BORGWARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BOSTON SCIENTIFIC CORPCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BRISTOL-MEYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CANADIAN PACIFIC RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CARNIVAL CORP PAIRED CTF 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CATERPILLAR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CBOE GLOBAL MARKETS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CELGENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CISCO SYSTEM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42COMCAST CORPORATION NEW CL A COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CVS HEALTH CORP. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DANAHER CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DISCOVERY COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DISNEY (WALT) COMPANY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DOLLAR GENERAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56EBAY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57EDWARDS LIFESCIENCES CORP. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ELECTRONIC ARTS INC. COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GENERAL ELECTRIC CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GILEAD SCIENCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80JP MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81KANSAS CITY SOUTHERN COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82KEY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83LAM RESEARCH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85LAZARD INTL EQTY PORT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MARATHON PETROLEUM CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93MICROSOFT CORP. COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98NEWELL BRANDS INC. COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103NXP SEMICONDUCTORS NV

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.01$1.69$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.04$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.37$0.11$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.08$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.10$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.08$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.14$0.11$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.08$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.15$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.15$0.10$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.09
2011Summary only. Only limited summary data is available for this year.$1.50$0.00$0.10$0.09$0.01