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Nonprofit · EIN 13-7059466

SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG

Also known as DEGENSTEIN LESTER G ET AL TTEES

Tax-exempt · WILLIAMSTOWN, MA 01267

Financials

$180K$147K2023$342K$223K2024$98K$233K2025
Revenue Expenses · by fiscal year end
Financials of SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$98,286$232,511-$134,225$2,123,082$0$2,123,082
December 31, 2024990-PF$341,849$222,629$119,220$2,257,307$0$2,257,307
December 31, 2023990-PF$180,051$147,094$32,957$2,138,087$0$2,138,087
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$111,838
Interest
$29
Net gain from sales of assets
-$14,581
Other income
$1,000

Expenses

Grants and similar amounts paid
$185,000
Compensation of officers, directors and key employees
$38,424
Disbursements for charitable purposes
$185,000
Excise tax on investment income
$1,429

Balance sheet and other

Total assets, start of year
$2,257,307
Total assets, end of year
$2,123,082
Total liabilities, end of year
$0
Net assets, end of year
$2,123,082
Fair market value of assets
$3,818,051
Qualifying distributions
$185,000
Net investment income
$111,867

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANDREW R LAITMAN
PO BOX 144, Pemberton, NJ 08068
TRUSTEE0$12,808
ELIZABETH L HUGHES
PO BOX 147, Williamstown, MA 01267
TRUSTEE0$12,808
PAUL L BURKE
23 BELLE AVE, San Rafael, CA 94901
TRUSTEE0$12,808
CATHERINE L BURKE
23 BELLE AVE, San Rafael, CA 94901
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ELIZABETH L HUGHES
9320 HARVEY RD, SILVER SPRING, MD 20910
TRUSTEE0$12,079
PAUL BURKE
23 BELLE AVE, SAN RAFAEL, CA 94901
TRUSTEE0$12,079
ANDREW R LAITMAN
PO BOX 144, PEMBERTON, NJ 08068
TRUSTEE0$12,078
CATHERINE L BURKE
23 BELLE AVENUE, SAN RAFAEL, CA 94901
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CATHERINE L BURKE
23 BELLE AVENUE, SAN RAFAEL, CA 94901
TRUSTEE0$10,773
ELIZABETH L HUGHES
9320 HARVEY RD, SILVER SPRING, MD 20910
TRUSTEE0$10,773
ANDREW R LAITMAN
PO BOX 144, PEMBERTON, NJ 08068
TRUSTEE0$10,772

Address and contacts

Address (IRS master file)
PO BOX 147, WILLIAMSTOWN, MA 01267-0147
In care of
% ELIZABETH L HUGHES
Signed the 990-PF
ELIZABETH L HUGHES, TRUSTEE
Phone
(413) 458-5722
Return prepared by
TRI-POINT TAX & ACCOUNTING SERVICES

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7059466
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,123,082
Income (IRS master file)
$966,899

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$98,286$232,511$2,123,082XML
990-PFDecember 2024$341,849$222,629$2,257,307XML
990-PFDecember 2023$180,051$147,094$2,138,087XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 13-7059466).

Questions about SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG

What is the EIN of SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG?
The employer identification number (EIN) of SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG is 13-7059466.
Is SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG file?
Form 990-PF. Private foundations file every year.
When is the next return of SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG?
The 990-PF for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $12,808 (ANDREW R LAITMAN, TRUSTEE).
How much revenue does SHIRLEY BROWNRIGG CHARITABLE TR UW FBO SHIRLEY BROWNRIGG have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $98,286, expenses of $232,511 and total assets of $2,123,082 at year end.

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