Sara D and J Kyle Spencer

COLUMBUS, GA EIN: 58-2098796

Sara D and J Kyle Spencer is a private foundation, based in COLUMBUS, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 4 grants totaling $181K. Net investment income was $185K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

+0.6% YoY

Annual Giving

$181K

-2.1% YoY

Grant Count

-60.0% YoY

Avg Grant Size

$45K

+144.8% YoY

Under IRS private-foundation payout rules, Sara D and J Kyle Spencer reported a distributable amount of $213K for 2024 — the minimum it must pay out in qualifying distributions.

About Sara D and J Kyle Spencer

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $614K (76%)

Virginia $76K (9%)

Ohio $60K (7%)

New York $35K (4%)

Minnesota $25K (3%)

States

Georgia Minnesota New York Ohio Virginia

Cities

AthensAtlantaCharlottesvilleCincinnatiColumbusNew YorkRochesterSavannahVerona

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,872,054	$2,854,776	$2,906,140
Revenue	$185,500	$134,039	$63,770
Expenses	$181,465	$185,403	$201,416
Qualifying Distributions	$181,372	$185,244	$192,738
Net Investment Income	$185,407	$133,880	$67,887
Distributable Amount	$213,190	$184,166	$186,365

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

29 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Chatahoochee Valley Community Found ($60,458), Fidelity Charitable Foundation ($60,457), The Front Porch ($30,457).

Recipient	Purpose	Amount
THE MUSIC RESOURCE CENTER CHARLOTTESVILLE, VA	GENERAL USE OF DONEE	$30,000
CHATAHOOCHEE VALLEY COMMUNITY FOUND COLUMBUS, GA	JK SPENCER CHARITABLE TRUST FUND	$60,458
FIDELITY CHARITABLE FOUNDATION CINCINNATI, OH	RICHARD SPENCER CHARITABLE FUND	$60,457
THE FRONT PORCH SAVANNAH, GA	GENERAL USE OF DONEE	$30,457

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRACY E D SPENCER	President	—	—

Frequently Asked Questions

How large is Sara D and J Kyle Spencer?

As of 2024, Sara D and J Kyle Spencer holds $2.9M in total assets with $186K in annual revenue. It awarded 4 grants totaling $181K in 2024.

Where does Sara D and J Kyle Spencer operate?

Sara D and J Kyle Spencer has awarded grants in Georgia, Minnesota, New York, Ohio, Virginia.

What size grants does Sara D and J Kyle Spencer award?

In 2024, Sara D and J Kyle Spencer awarded 4 grants totaling $181K — an average of about $45K per grant, based on its IRS Form 990 filings.

How much is Sara D and J Kyle Spencer required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sara D and J Kyle Spencer reported a distributable amount of $213K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.