Katherine D Spencer Memorial Trust
Katherine D Spencer Memorial Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $336K in total assets. In 2025, it awarded 1 grant totaling $17K. Net investment income was $23K.
Katherine D Spencer Memorial Trust at a glance
In short: Katherine D Spencer Memorial Trust gave $17K across 1 grant in 2025 (avg $17K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,833
- +7.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $16,833
- +7.5% vs 2024
- Median grant
- $16,833
- Total assets
- $335,938
- +0.2% vs 2024
- Primary geography
- Mississippi (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Katherine D Spencer Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Baptist Church ($17K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Katherine D Spencer Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2020) to $18K (2023). In 2025 it made 1 grant totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Baptist Church Jackson, MS | General Operating | $16,833 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $335,938 | $26,962 | $24,808 | $16,833 | 1 | $19,151 | $23,385 | $19,258 |
| 2024 | $335,406 | $30,611 | $21,469 | $15,663 | 1 | $17,967 | $27,216 | $19,137 |
| 2023 | $326,264 | $6,002 | $23,517 | $17,939 | 1 | $20,183 | $8,275 | $17,907 |
| 2022 | $343,951 | $12,432 | $27,241 | $15,906 | 1 | $18,193 | $8,346 | $18,530 |
| 2021 | $358,875 | $33,148 | $18,247 | $10,421 | 1 | $12,912 | $29,336 | $20,093 |
| 2020 | $343,750 | $16,494 | $11,438 | $6,432 | 1 | — | $13,270 | $18,444 |
Under IRS private-foundation payout rules, Katherine D Spencer Memorial Trust reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Katherine D Spencer Memorial Trust's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $4K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2022–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Regions Bank (Trustee).
Frequently asked questions about Katherine D Spencer Memorial Trust
How much does Katherine D Spencer Memorial Trust give each year?
Katherine D Spencer Memorial Trust gave $17K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 1 grant.
How large is Katherine D Spencer Memorial Trust?
Katherine D Spencer Memorial Trust reported $336K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Katherine D Spencer Memorial Trust operate?
Katherine D Spencer Memorial Trust has awarded grants in Alabama, Mississippi.
What is Katherine D Spencer Memorial Trust's EIN?
Katherine D Spencer Memorial Trust's EIN (Employer Identification Number) is 64-6201021. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
- IRS filings on file for fiscal years 2020–2024
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