T D Sarah Yeates Whelen Acct No 10 01 200 1756907

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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 May
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,989
Expenses
$34,443
Net Income
-$7,454
Net Assets
$461,565
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,844
58.7%
Sales of Assets $11,145
41.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,043
75.6%
Compensation of Officers* $9,018
26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $461,565
Total Liabilities $0
Net Assets $461,565
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $9,018 $0

Document Links

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,297
Expenses
$34,404
Net Income
-$15,107
Net Assets
$469,044
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,743
76.4%
Sales of Assets $4,315
22.4%
Other Income $239
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,578
77.3%
Compensation of Officers* $8,507
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 $469,044
Total Liabilities $0
Net Assets $469,044
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $8,507 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,546
Expenses
$37,486
Net Income
-$27,940
Net Assets
$484,248
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,107
> 100%
Sales of Assets -$8,561
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,274
78.1%
Compensation of Officers* $8,444
22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $484,248
Total Liabilities $0
Net Assets $484,248
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $8,444 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,208
Expenses
$35,684
Net Income
$11,524
Net Assets
$512,105
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,952
29.6%
Sales of Assets $33,256
70.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,103
73.2%
Compensation of Officers* $9,800
27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $512,105
Total Liabilities $0
Net Assets $512,105
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $9,800 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,668
Expenses
$33,902
Net Income
$12,766
Net Assets
$500,554
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,270
30.6%
Sales of Assets $32,398
69.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,217
74.4%
Compensation of Officers* $9,161
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $500,555
Total Liabilities $1
Net Assets $500,554
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $9,161 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,875
Expenses
$34,293
Net Income
$13,582
Net Assets
$487,816
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,511
26.1%
Sales of Assets $35,364
73.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,808
75.3%
Compensation of Officers* $8,533
24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $487,817
Total Liabilities $1
Net Assets $487,816
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $8,533 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,620
Expenses
$34,308
Net Income
$12,312
Net Assets
$474,302
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,385
24.4%
Sales of Assets $35,235
75.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,353
79.7%
Compensation of Officers* $8,633
25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $474,302
Total Liabilities $0
Net Assets $474,302
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $8,633 $0

Document Links

Fiscal Year Ending May
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,450
Expenses
$28,367
Net Income
-$14,917
Net Assets
$473,918
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,910
66.2%
Sales of Assets $4,540
33.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,030
74.1%
Compensation of Officers* $8,561
30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $473,918
Total Liabilities $0
Net Assets $473,918

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,083
Expenses
$24,498
Net Income
$10,585
Net Assets
$489,155
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,979
28.4%
Sales of Assets $25,104
71.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,960
69.2%
Compensation of Officers* $9,090
37.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $489,155
Total Liabilities $0
Net Assets $489,155

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,482
Expenses
$29,074
Net Income
-$5,592
Net Assets
$478,700
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,345
44.1%
Sales of Assets $13,137
55.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,209
76.4%
Compensation of Officers* $8,877
30.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $478,700
Total Liabilities $0
Net Assets $478,700

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,651
Expenses
$29,260
Net Income
-$16,609
Net Assets
$484,690
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,490
90.8%
Sales of Assets $1,161
9.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,775
77.8%
Compensation of Officers* $8,418
28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $484,690
Total Liabilities $0
Net Assets $484,690

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,167
Expenses
$29,066
Net Income
-$9,899
Net Assets
$500,894
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,033
57.6%
Sales of Assets $8,134
42.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,930
75.4%
Compensation of Officers* $6,681
23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $500,894
Total Liabilities $0
Net Assets $500,894

Document Links

Fiscal Year Ending May
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us