Katharine B Mothershead Tr 21 6338

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,085
Expenses
$39,559
Net Income
-$1,474
Net Assets
$576,273
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,427
56.3%
Sales of Assets $16,658
43.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,652
90.1%
Compensation of Officers* $7,085
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $576,273
Total Liabilities $0
Net Assets $576,273
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $7,085 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,079
Expenses
$37,264
Net Income
$3,815
Net Assets
$578,592
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,272
37.2%
Sales of Assets $25,594
62.3%
Other Income $213
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,363
92.2%
Compensation of Officers* $6,215
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $578,592
Total Liabilities $0
Net Assets $578,592
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $6,215 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,945
Expenses
$41,628
Net Income
-$14,683
Net Assets
$574,682
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,887
59.0%
Sales of Assets $11,058
41.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,155
89.3%
Compensation of Officers* $6,576
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $574,682
Total Liabilities $0
Net Assets $574,682
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $6,576 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,171
Expenses
$36,750
Net Income
$29,421
Net Assets
$589,361
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,853
33.0%
Sales of Assets $40,066
60.5%
Other Income $4,252
6.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,981
89.7%
Compensation of Officers* $6,985
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $589,361
Total Liabilities $0
Net Assets $589,361
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $6,985 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,421
Expenses
$35,489
Net Income
-$2,068
Net Assets
$559,720
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,008
38.9%
Sales of Assets $18,439
55.2%
Other Income $1,974
5.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,094
90.4%
Compensation of Officers* $5,311
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $559,721
Total Liabilities $1
Net Assets $559,720
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $5,311 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,104
Expenses
$36,381
Net Income
-$1,277
Net Assets
$561,768
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,465
41.2%
Sales of Assets $20,527
58.5%
Other Income $112
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,642
87.0%
Compensation of Officers* $5,608
15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $561,769
Total Liabilities $1
Net Assets $561,768
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $5,608 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,048
Expenses
$31,752
Net Income
$25,296
Net Assets
$563,073
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,069
19.4%
Sales of Assets $41,285
72.4%
Other Income $4,694
8.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,931
88.0%
Compensation of Officers* $4,348
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $563,073
Total Liabilities $0
Net Assets $563,073
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $4,348 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,056
Expenses
$28,059
Net Income
$3,997
Net Assets
$537,735
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,627
42.5%
Sales of Assets $18,431
57.5%
Other Income -$2
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,559
91.1%
Compensation of Officers* $3,639
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $537,735
Total Liabilities $0
Net Assets $537,735
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $3,639 $0

Document Links

Fiscal Year Ending Dec.
2016

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 Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,409
Expenses
$28,480
Net Income
-$8,071
Net Assets
$552,536
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,865
48.3%
Sales of Assets $10,522
51.6%
Other Income $22
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,817
90.6%
Compensation of Officers* $3,634
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $552,536
Total Liabilities $0
Net Assets $552,536

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,507
Expenses
$30,040
Net Income
$25,467
Net Assets
$560,609
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,335
24.0%
Sales of Assets $42,286
76.2%
Other Income -$114
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,509
84.9%
Compensation of Officers* $3,514
11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $560,609
Total Liabilities $0
Net Assets $560,609

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,478
Expenses
$24,628
Net Income
$10,850
Net Assets
$533,595
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,222
28.8%
Sales of Assets $25,211
71.1%
Other Income $45
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,543
91.5%
Compensation of Officers* $2,388
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $533,595
Total Liabilities $0
Net Assets $533,595

Document Links

Fiscal Year Ending Dec.
2012

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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
2004

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 Dec.
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 »

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  • 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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