Nonprofit · EIN 04-7024133
NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999
Also known as F DAVIS DASSORI TTEE
Tax-exempt · BOSTON, MA 02196
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $67,865 | $55,799 | $12,066 | $812,834 | $0 | $812,834 |
| June 30, 2024 | 990-PF | $26,859 | $65,053 | -$38,194 | $782,185 | $0 | $782,185 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $20,761
- Interest
- $1,255
- Net gain from sales of assets
- $45,849
Expenses
- Grants and similar amounts paid
- $42,579
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $46,368
- Excise tax on investment income
- $812
Balance sheet and other
- Total assets, start of year
- $782,185
- Total assets, end of year
- $812,834
- Total liabilities, end of year
- $0
- Net assets, end of year
- $812,834
- Fair market value of assets
- $812,834
- Qualifying distributions
- $46,368
- Net investment income
- $67,865
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andree M Saulnier Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
| Charles A Cheever Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andree M Saulnier Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
| Charles A Cheever Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 961019, BOSTON, MA 02196-1019
- In care of
- % CHOATE HALL & STEWART LLP
- Signed the 990-PF
- Andree M Saulnier, Trustee
- Phone
- (617) 248-4760
- Return prepared by
- Baker Newman & Noyes
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-7024133
- 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
- 2007
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P99)
- Assets (IRS master file)
- $812,834
- Income (IRS master file)
- $298,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $67,865 | $55,799 | $812,834 | XML |
| 990-PF | June 2024 | $26,859 | $65,053 | $782,185 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 04-7024133).
Questions about NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999
- What is the EIN of NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999?
- The employer identification number (EIN) of NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999 is 04-7024133.
- Is NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999 have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $67,865, expenses of $55,799 and total assets of $812,834 at year end.
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