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Rosemary M Lee And Joseph Kayser Memorial Trust

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$535k (2025)

Expenses
$201k (2025)

Total Assets
$3.57M (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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
$535,414
Expenses
$201,168
Net Income
$334,246
Net Assets
$3,568,079
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $156,774
29.3%
Sales of Assets $376,382
70.3%
Other Income $2,258
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,238
74.7%
Compensation of Officers* $50,973
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 $3,568,079
Total Liabilities $0
Net Assets $3,568,079
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $50,973 $0

Document Links

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,946
Expenses
$206,619
Net Income
-$29,673
Net Assets
$3,242,837
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $99,959
56.5%
Sales of Assets $76,987
43.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $149,882
72.5%
Compensation of Officers* $47,553
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 $3,242,837
Total Liabilities $0
Net Assets $3,242,837
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $47,553 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$465,994
Expenses
$349,697
Net Income
$116,297
Net Assets
$3,271,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $124,560
26.7%
Sales of Assets $340,584
73.1%
Other Income $850
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $301,687
86.3%
Compensation of Officers* $46,718
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,271,293
Total Liabilities $0
Net Assets $3,271,293
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $46,718 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$231,337
Expenses
$294,666
Net Income
-$63,329
Net Assets
$3,157,289
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $104,217
45.0%
Sales of Assets $124,743
53.9%
Other Income $2,377
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $242,460
82.3%
Compensation of Officers* $54,634
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,157,289
Total Liabilities $0
Net Assets $3,157,289
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $54,634 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$170,937
Expenses
$229,212
Net Income
-$58,275
Net Assets
$3,220,704
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,614
53.0%
Sales of Assets $78,613
46.0%
Other Income $1,710
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $181,861
79.3%
Compensation of Officers* $48,843
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 $3,220,705
Total Liabilities $1
Net Assets $3,220,704
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $48,843 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$198,719
Expenses
$241,476
Net Income
-$42,757
Net Assets
$3,272,396
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,111
53.4%
Sales of Assets $90,702
45.6%
Other Income $1,906
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $195,561
81.0%
Compensation of Officers* $46,032
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 $3,272,396
Total Liabilities $0
Net Assets $3,272,396

Document Links

Fiscal Year Ending May
2019

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
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
$217,664
Expenses
$367,471
Net Income
-$149,807
Net Assets
$2,999,765
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $92,185
42.4%
Sales of Assets $124,257
57.1%
Other Income $1,222
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $324,735
88.4%
Compensation of Officers* $44,727
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,999,765
Total Liabilities $0
Net Assets $2,999,765

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$242,455
Expenses
$227,395
Net Income
$15,060
Net Assets
$3,150,851
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $108,683
44.8%
Sales of Assets $132,512
54.7%
Other Income $1,260
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $184,913
81.3%
Compensation of Officers* $48,928
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,150,851
Total Liabilities $0
Net Assets $3,150,851

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$370,330
Expenses
$229,662
Net Income
$140,668
Net Assets
$3,136,087
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,528
28.8%
Sales of Assets $263,417
71.1%
Other Income $385
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $189,075
82.3%
Compensation of Officers* $48,008
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,136,087
Total Liabilities $0
Net Assets $3,136,087

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$246,472
Expenses
$230,427
Net Income
$16,045
Net Assets
$3,001,427
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $109,219
44.3%
Sales of Assets $137,253
55.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $197,241
85.6%
Compensation of Officers* $39,914
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 $3,001,427
Total Liabilities $0
Net Assets $3,001,427

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$161,939
Expenses
$210,413
Net Income
-$48,474
Net Assets
$2,973,723
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $104,894
64.8%
Sales of Assets $54,467
33.6%
Other Income $2,578
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $186,214
88.5%
Compensation of Officers* $30,926
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,973,724
Total Liabilities $1
Net Assets $2,973,723

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
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 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

Fiscal Year Ending May
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

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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  • Raw filing data. Includes EINs and summary financials as structured data.
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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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