Nonprofit · EIN 04-3237138
BROMLEY CHARITABLE TR
Also known as MCFARLAND DUNCAN M TTEE
Tax-exempt · WESTWOOD, MA 02090
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $6,828,428 | $7,215,893 | -$387,465 | $13,798,871 | $26,241 | $13,772,630 |
| December 31, 2023 | 990-PF | $4,619,285 | $2,984,947 | $1,634,338 | $14,161,593 | $1,498 | $14,160,095 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,512,521
- Dividends
- $162,249
- Net gain from sales of assets
- $153,658
Expenses
- Grants and similar amounts paid
- $6,683,466
- Compensation of officers, directors and key employees
- $121,500
- Disbursements for charitable purposes
- $6,916,205
- Excise tax on investment income
- $11,099
Balance sheet and other
- Total assets, start of year
- $14,161,593
- Total assets, end of year
- $13,798,871
- Total liabilities, end of year
- $26,241
- Net assets, end of year
- $13,772,630
- Fair market value of assets
- $17,625,245
- Qualifying distributions
- $6,916,205
- Net investment income
- $936,511
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALICE FARMER 1213 N STREET NW UNIT A, WASHINGTON, DC 20005 | TRUSTEE | 1 | $121,500 | $21,880 |
| DUNCAN MCFARLAND 299 CLAPBOARDTREE STREET, WESTWOOD, MA 02090 | TRUSTEE | 1 | $0 | $0 |
| ELLEN B MCFARLAND 299 CLAPBOARDTREE STREET, WESTWOOD, MA 02090 | TRUSTEE | 1 | $0 | $0 |
| NANCY E DEMPZE HEMENWAY BARNES - 75 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUNCAN MCFARLAND 299 CLAPBOARDTREE STREET, WESTWOOD, MA 02090 | TRUSTEE | 1 | $0 |
| ELLEN B MCFARLAND 299 CLAPBOARDTREE STREET, WESTWOOD, MA 02090 | TRUSTEE | 1 | $0 |
| NANCY E DEMPZE HEMENWAY BARNES - 75 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| ALICE FARMER 1213 N STREET NW UNIT A, WASHINGTON, DC 20005 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 299 CLAPBOARDTREE ST, WESTWOOD, MA 02090-2907
- In care of
- % PETER W FINK LYNCH ET AL
- Signed the 990-PF
- DUNCAN M MCFARLAND, TRUSTEE
- Phone
- (617) 523-3588
- Return prepared by
- NORTHEAST INVESTMENT MANAGEMENT INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3237138
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $13,798,871
- Income (IRS master file)
- $7,465,949
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $6,828,428 | $7,215,893 | $13,798,871 | XML |
| 990-PF | December 2023 | $4,619,285 | $2,984,947 | $14,161,593 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3237138).
Questions about BROMLEY CHARITABLE TR
- What is the EIN of BROMLEY CHARITABLE TR?
- The employer identification number (EIN) of BROMLEY CHARITABLE TR is 04-3237138.
- Is BROMLEY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to BROMLEY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROMLEY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROMLEY CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROMLEY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BROMLEY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $121,500 (ALICE FARMER, TRUSTEE).
- How much revenue does BROMLEY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,828,428, expenses of $7,215,893 and total assets of $13,798,871 at year end.
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