Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 22-6700568

BRACH FAM CHARITABLE TR UA 02041997

Also known as BRACH WILLIAM ET AL TTEE

Tax-exempt · BETHESDA, MD 20817

Financials

$187K$304K2023$505K$1.6M2024
Revenue Expenses · by fiscal year end
Financials of BRACH FAM CHARITABLE TR UA 02041997 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$504,897$1,558,667-$1,053,770$3,849,788$0$3,849,788
December 31, 2023990-PF$186,924$304,037-$117,113$4,903,558$0$4,903,558
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$199,755
Net gain from sales of assets
$304,269
Other income
$873

Expenses

Grants and similar amounts paid
$1,480,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,480,000
Excise tax on investment income
$6,730

Balance sheet and other

Total assets, start of year
$4,903,558
Total assets, end of year
$3,849,788
Total liabilities, end of year
$0
Net assets, end of year
$3,849,788
Fair market value of assets
$4,621,591
Qualifying distributions
$1,480,000
Net investment income
$504,897

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.

NameTitleHours / weekCompensation
BETSY BRACH
8313 FENWAY ROAD, BETHESDA, MD 20817
TRUSTEE0$0
PETER BRACH
655 CLIFF DRIVE, PASADENA, CA 91107
TRUSTEE0$0
NORMA DARSHAN BRACH
112 MARION AVENUE, SAUSALITO, CA 94530
TRUSTEE0$0
TARA BRACH
70 RIVERBIRCH DRIVE, GREAT FALLS, VA 22066
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BETSY BRACH
8313 FENWAY ROAD, BETHESDA, MD 20817
TRUSTEE0$0
PETER BRACH
655 CLIFF DRIVE, PASADENA, CA 91107
TRUSTEE0$0
NORMA DARSHAN BRACH
112 MARION AVENUE, SAUSALITO, CA 94530
TRUSTEE0$0
TARA BRACH
70 RIVERBIRCH DRIVE, GREAT FALLS, VA 22066
TRUSTEE0$0

Address and contacts

Address (IRS master file)
8313 FENWAY RD, BETHESDA, MD 20817-2734
In care of
% BRACH EICHLER ROSENBERG ET AL
Signed the 990-PF
BETSY BRACH, TRUSTEE
Phone
(301) 767-9405
Return prepared by
MEISEL TUTEUR & LEWIS 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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-6700568
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
1997
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$3,849,788
Income (IRS master file)
$1,523,505

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$504,897$1,558,667$3,849,788XML
990-PFDecember 2023$186,924$304,037$4,903,558XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2017–––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 22-6700568).

Questions about BRACH FAM CHARITABLE TR UA 02041997

What is the EIN of BRACH FAM CHARITABLE TR UA 02041997?
The employer identification number (EIN) of BRACH FAM CHARITABLE TR UA 02041997 is 22-6700568.
Is BRACH FAM CHARITABLE TR UA 02041997 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to BRACH FAM CHARITABLE TR UA 02041997 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BRACH FAM CHARITABLE TR UA 02041997 file?
Form 990-PF. Private foundations file every year.
When is the next return of BRACH FAM CHARITABLE TR UA 02041997 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 BRACH FAM CHARITABLE TR UA 02041997 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 BRACH FAM CHARITABLE TR UA 02041997?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does BRACH FAM CHARITABLE TR UA 02041997 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $504,897, expenses of $1,558,667 and total assets of $3,849,788 at year end.

Other nonprofits in BETHESDA

All nonprofits in BETHESDA · Maryland · Unknown