Katherine Shepard Tr Fbo Epis Dio State Of Ct

Donnelly Gloria

Dallas, TX
Tax-exempt since March 1993
EIN: 06-6320926

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$4,961

Expenses

$4,052

Net Income

$909

Net Assets

$46,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,380	27.8%
Sales of Assets	$3,581	72.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,612	64.5%
Compensation of Officers*	$999	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,463
Total Liabilities	$0
Net Assets	$46,463

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$999	$0

990-PF

Filed on April 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$1,702

Expenses

$3,938

Net Income

-$2,236

Net Assets

$45,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,248	73.3%
Sales of Assets	$314	18.4%
Other Income	$140	8.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,573	65.3%
Compensation of Officers*	$903	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,614
Total Liabilities	$0
Net Assets	$45,614

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$903	$0

990-PF

Filed on Oct. 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$1,332

Expenses

$5,739

Net Income

-$7,071

Net Assets

$48,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,009
Sales of Assets	-$2,341
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,086	71.2%
Compensation of Officers*	$997	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,015
Total Liabilities	$0
Net Assets	$48,015

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$997	$0

990-PF

Filed on April 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$11,563

Expenses

$4,545

Net Income

$7,018

Net Assets

$54,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,112	9.6%
Sales of Assets	$10,451	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,070	67.5%
Compensation of Officers*	$993	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$54,926
Total Liabilities	$0
Net Assets	$54,926

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$993	$0

990-PF

Filed on March 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$4,446

Expenses

$4,276

Net Income

$170

Net Assets

$47,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$922	20.7%
Sales of Assets	$3,524	79.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,864	67.0%
Compensation of Officers*	$994	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$47,544
Total Liabilities	$1
Net Assets	$47,543

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$994	$0

990-PF

Filed on April 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$3,277

Expenses

$4,548

Net Income

-$1,271

Net Assets

$47,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,265	38.6%
Sales of Assets	$2,012	61.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,112	68.4%
Compensation of Officers*	$990	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$47,391
Total Liabilities	$1
Net Assets	$47,390

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$990	$0

990-PF

Filed on April 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$4,516

Expenses

$4,412

Net Income

$104

Net Assets

$49,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,096	24.3%
Sales of Assets	$3,420	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,917	66.1%
Compensation of Officers*	$962	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,223
Total Liabilities	$0
Net Assets	$49,223

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$962	$0

990-PF

Filed on April 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$4,463

Expenses

$4,097

Net Income

$366

Net Assets

$49,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,064	23.8%
Sales of Assets	$3,387	75.9%
Other Income	$12	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,731	66.7%
Compensation of Officers*	$951	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,016
Total Liabilities	$0
Net Assets	$49,016

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$951	$0

990-PF

Filed on April 19, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$493

Expenses

$4,562

Net Income

-$4,069

Net Assets

$49,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,089	> 100%
Sales of Assets	-$596
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,910	85.7%
Compensation of Officers*	$972	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,245
Total Liabilities	$0
Net Assets	$49,245

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$972	$0

990-PF

Filed on March 31, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$2,144

Expenses

$4,741

Net Income

-$2,597

Net Assets

$53,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,327	61.9%
Sales of Assets	$799	37.3%
Other Income	$18	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,112	86.7%
Compensation of Officers*	$973	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$53,884
Total Liabilities	$0
Net Assets	$53,884

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$973	$0

990-PF

Filed on April 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$1,880

Expenses

$5,027

Net Income

-$3,147

Net Assets

$56,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,265	67.3%
Sales of Assets	$615	32.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,363	86.8%
Compensation of Officers*	$980	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,432
Total Liabilities	$0
Net Assets	$56,432

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$980	$0

990-PF

Filed on May 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$4,466

Expenses

$5,229

Net Income

-$763

Net Assets

$58,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,466	32.8%
Sales of Assets	$3,017	67.6%
Other Income	-$17

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,535	86.7%
Compensation of Officers*	$997	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,517
Total Liabilities	$0
Net Assets	$58,517

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$3,999

Expenses

$4,365

Net Income

-$366

Net Assets

$59,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,426	35.7%
Sales of Assets	$2,577	64.4%
Other Income	-$4

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,684	84.4%
Compensation of Officers*	$1,039	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,864
Total Liabilities	$0
Net Assets	$59,864

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,550

Expenses

$4,503

Net Income

-$1,953

Net Assets

$60,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,541	60.4%
Sales of Assets	$1,063	41.7%
Other Income	-$54

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,801	84.4%
Compensation of Officers*	$1,047	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$60,856
Total Liabilities	$0
Net Assets	$60,856

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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Updated April 20, 2026

Katherine Shepard Tr Fbo Epis Dio State Of Ct

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

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2002

Fiscal Year Ending Dec.
2001