Kate M Rogers Tr 6125

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 Oct.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$131,728
Expenses
$108,861
Net Income
$22,867
Net Assets
$1,808,148
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $66,128
50.2%
Sales of Assets $64,778
49.2%
Other Income $822
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,094
92.9%
Compensation of Officers* $3,244
3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,808,148
Total Liabilities $0
Net Assets $1,808,148
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,244 $0

Document Links

Fiscal Year Ending Oct.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$155,153
Expenses
$97,988
Net Income
$57,165
Net Assets
$1,785,224
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $65,209
42.0%
Sales of Assets $89,944
58.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,095
91.9%
Compensation of Officers* $3,246
3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,785,224
Total Liabilities $0
Net Assets $1,785,224
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,246 $0

Document Links

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,574
Expenses
$89,286
Net Income
$59,288
Net Assets
$1,728,151
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,514
41.4%
Sales of Assets $71,882
48.4%
Other Income $15,178
10.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,073
94.2%
Compensation of Officers* $3,032
3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,728,151
Total Liabilities $0
Net Assets $1,728,151
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,032 $0

Document Links

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,331
Expenses
$102,218
Net Income
-$44,887
Net Assets
$1,668,538
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $72,972
> 100%
Sales of Assets -$15,641
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,120
93.1%
Compensation of Officers* $3,583
3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,668,538
Total Liabilities $0
Net Assets $1,668,538
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,583 $0

Document Links

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,268
Expenses
$130,512
Net Income
-$29,244
Net Assets
$1,713,220
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,820
47.2%
Sales of Assets $53,448
52.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,953
72.8%
Compensation of Officers* $2,199
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,713,220
Total Liabilities $0
Net Assets $1,713,220
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $2,199 $0

Document Links

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$855,511
Expenses
$106,661
Net Income
$748,850
Net Assets
$1,742,720
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $486,017
56.8%
Sales of Assets $112,579
13.2%
Other Income $256,915
30.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,799
72.9%
Compensation of Officers* $30,948
29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,742,721
Total Liabilities $1
Net Assets $1,742,720
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $30,948 $0

Document Links

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,812
Expenses
$74,607
Net Income
-$6,795
Net Assets
$971,699
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,336
47.7%
Sales of Assets $35,327
52.1%
Other Income $149
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,151
82.0%
Compensation of Officers* $16,922
22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $971,700
Total Liabilities $1
Net Assets $971,699
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $16,922 $0

Document Links

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,468
Expenses
$61,045
Net Income
-$18,577
Net Assets
$1,000,826
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,805
72.5%
Sales of Assets $11,663
27.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,091
75.5%
Compensation of Officers* $17,687
29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,000,826
Total Liabilities $0
Net Assets $1,000,826
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $17,687 $0

Document Links

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$97,270
Expenses
$78,630
Net Income
$18,640
Net Assets
$1,063,387
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,484
32.4%
Sales of Assets $65,786
67.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,262
83.0%
Compensation of Officers* $16,954
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,063,387
Total Liabilities $0
Net Assets $1,063,387

Document Links

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,809
Expenses
$63,053
Net Income
-$35,244
Net Assets
$1,046,054
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,760
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,721
78.9%
Compensation of Officers* $17,220
27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,046,054
Total Liabilities $0
Net Assets $1,046,054

Document Links

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,152
Expenses
$65,420
Net Income
-$49,268
Net Assets
$1,082,884
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,515
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,518
80.3%
Compensation of Officers* $16,381
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,082,884
Total Liabilities $0
Net Assets $1,082,884

Document Links

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,524
Expenses
$67,920
Net Income
-$30,396
Net Assets
$1,132,918
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,052
93.4%
Sales of Assets $2,472
6.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,330
84.4%
Compensation of Officers* $13,545
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,132,918
Total Liabilities $0
Net Assets $1,132,918

Document Links

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,822
Expenses
$65,070
Net Income
-$22,248
Net Assets
$1,165,252
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,806
86.0%
Sales of Assets $6,016
14.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,775
85.7%
Compensation of Officers* $11,309
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 $1,165,252
Total Liabilities $0
Net Assets $1,165,252

Document Links

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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

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.

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