Nonprofit · EIN 13-7312874
BRACH FAM CHARITABLE TR
Also known as BRACH HARRISON EDT AL TTEE
Tax-exempt · MONTGOMERY, NY 12549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $4,980 | $4,276 | $704 | $107,223 | $0 | $107,223 |
| August 31, 2024 | 990-PF | -$7,633 | $6,207 | -$13,840 | $108,400 | $0 | $108,400 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $3,940
- Interest
- $6
- Net gain from sales of assets
- $1,034
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $69
Balance sheet and other
- Total assets, start of year
- $108,400
- Total assets, end of year
- $107,223
- Total liabilities, end of year
- $0
- Net assets, end of year
- $107,223
- Fair market value of assets
- $79,756
- Net investment income
- $4,980
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER J BULLIS C/O NUGENT HAEUSSLER PC 101 BRACKEN, ROAD, MONTGOMERY, NY 12549 | TRUSTEE | 0 | $0 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER J BULLIS C/O NUGENT HAEUSSLER PC 101 BRACKEN, ROAD, MONTGOMERY, NY 12549 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 BRACKEN RD, MONTGOMERY, NY 12549-2601
- In care of
- % PETER J BULLIS
- Signed the 990-PF
- PETER J BULLIS, TRUSTEE
- Phone
- (845) 457-1100
- Return prepared by
- NUGENT & HAEUSSLER PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 13-7312874
- 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
- 2004
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $107,223
- Income (IRS master file)
- $22,426
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $4,980 | $4,276 | $107,223 | XML |
| 990-PF | August 2024 | -$7,633 | $6,207 | $108,400 | XML |
| 990-PF | August 2023 | $12,041 | $7,119 | $122,240 | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 13-7312874).
Questions about BRACH FAM CHARITABLE TR
- What is the EIN of BRACH FAM CHARITABLE TR?
- The employer identification number (EIN) of BRACH FAM CHARITABLE TR is 13-7312874.
- Is BRACH FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BRACH FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRACH FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRACH FAM CHARITABLE TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRACH FAM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of BRACH FAM CHARITABLE TR?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BRACH FAM CHARITABLE TR have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $4,980, expenses of $4,276 and total assets of $107,223 at year end.
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