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Thomas M Shepard Trust

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$1.98k (2023)

Expenses
$4.78k (2023)

Total Assets
$65.6k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,979
Expenses
$4,779
Net Income
-$2,800
Net Assets
$65,632
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,723
87.1%
Sales of Assets $60
3.0%
Other Income $196
9.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,398
71.1%
Compensation of Officers* $893
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $65,632
Total Liabilities $0
Net Assets $65,632
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $893 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$2,114
Expenses
$5,897
Net Income
-$8,011
Net Assets
$68,456
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,369
Sales of Assets -$3,483
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,159
70.5%
Compensation of Officers* $949
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $68,456
Total Liabilities $0
Net Assets $68,456
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $949 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,606
Expenses
$5,576
Net Income
$10,030
Net Assets
$76,463
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,496
9.6%
Sales of Assets $14,110
90.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,997
71.7%
Compensation of Officers* $1,087
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 $76,463
Total Liabilities $0
Net Assets $76,463
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,087 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,865
Expenses
$5,018
Net Income
$847
Net Assets
$64,428
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,225
20.9%
Sales of Assets $4,640
79.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,644
72.6%
Compensation of Officers* $904
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $64,429
Total Liabilities $1
Net Assets $64,428
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $904 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,085
Expenses
$4,678
Net Income
-$593
Net Assets
$65,210
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,662
40.7%
Sales of Assets $2,423
59.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,270
69.9%
Compensation of Officers* $884
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $65,211
Total Liabilities $1
Net Assets $65,210
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $884 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,715
Expenses
$5,182
Net Income
$533
Net Assets
$66,643
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,408
24.6%
Sales of Assets $4,307
75.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,652
70.5%
Compensation of Officers* $894
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $66,643
Total Liabilities $0
Net Assets $66,643
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $894 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,008
Expenses
$4,691
Net Income
$1,317
Net Assets
$66,003
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,403
23.4%
Sales of Assets $4,581
76.2%
Other Income $24
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,366
71.8%
Compensation of Officers* $852
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $66,003
Total Liabilities $0
Net Assets $66,003
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $852 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$198
Expenses
$4,717
Net Income
-$4,915
Net Assets
$65,753
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,407
Sales of Assets -$1,605
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,108
87.1%
Compensation of Officers* $821
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 $65,753
Total Liabilities $0
Net Assets $65,753
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $821 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,751
Expenses
$4,935
Net Income
-$2,184
Net Assets
$71,267
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,651
60.0%
Sales of Assets $1,006
36.6%
Other Income $94
3.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,338
87.9%
Compensation of Officers* $889
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $71,267
Total Liabilities $0
Net Assets $71,267
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $889 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176
Expenses
$5,321
Net Income
-$5,145
Net Assets
$73,631
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,697
> 100%
Sales of Assets -$1,521
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,450
83.6%
Compensation of Officers* $975
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $73,631
Total Liabilities $0
Net Assets $73,631
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $975 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,204
Expenses
$5,530
Net Income
$6,674
Net Assets
$77,030
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,513
12.4%
Sales of Assets $10,702
87.7%
Other Income -$11
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,858
87.8%
Compensation of Officers* $970
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $77,030
Total Liabilities $0
Net Assets $77,030

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,196
Expenses
$4,805
Net Income
$391
Net Assets
$70,544
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,733
33.4%
Sales of Assets $3,471
66.8%
Other Income -$8
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,185
87.1%
Compensation of Officers* $903
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $70,544
Total Liabilities $0
Net Assets $70,544

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,799
Expenses
$3,548
Net Income
$251
Net Assets
$70,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,860
49.0%
Sales of Assets $2,006
52.8%
Other Income -$67
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,958
83.4%
Compensation of Officers* $898
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $70,446
Total Liabilities $0
Net Assets $70,446

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

Fiscal Year Ending Dec.
2002

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.
2001

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

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.

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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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