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Nonprofit · EIN 43-6531876

DANA BROWN CHARITABLE TRUST

Tax-exempt · SAINT PAUL, MN 55164

Financials

$3.3M$4M2022$4.4M$4.4M2023$4.6M$5.4M2024
Revenue Expenses · by fiscal year end
Financials of DANA BROWN CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$4,571,511$5,424,874-$853,363$42,367,668$0$42,367,668
June 30, 2024990-PF$4,445,039$4,440,377$4,662$43,219,259$0$43,219,259
June 30, 2023990-PF$3,286,292$3,954,868-$668,576$43,175,959$0$43,175,959
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$2,069,153
Net gain from sales of assets
$2,486,987
Other income
$15,371

Expenses

Grants and similar amounts paid
$4,512,063
Compensation of officers, directors and key employees
$708,149
Disbursements for charitable purposes
$4,717,051
Excise tax on investment income
$54,149

Balance sheet and other

Total assets, start of year
$43,219,259
Total assets, end of year
$42,367,668
Total liabilities, end of year
$0
Net assets, end of year
$42,367,668
Fair market value of assets
$88,704,105
Qualifying distributions
$4,717,051
Net investment income
$4,566,137

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.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 64193, EAGAN, MN 55164
CO-TRUSTEE1$635,405
CATHY RHAE YANCEY
7452 UNIVERSITY DRIVE, ST LOUIS, MO 63130
EXECUTIVE DIRECTOR1$72,744
LELA G RICE
PO BOX 3688, BALLWIN, MS 63022
CO-TRUSTEE1$0
DANIEL D WATT
4466 WEST PINE BLVD - APT 21C, ST LOUIS, MS 63108
CO-TRUSTEE1$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
U S BANK
PO BOX 387, ST LOUIS, MO 63166
CO-TRUSTEE1$601,784
CATHY RHAE YANCEY
7452 UNIVERSITY DRIVE, ST LOUIS, MO 63130
EXECUTIVE DIRECTOR1$69,996
LELA G RICE
PO BOX 3688, BALLWIN, MS 63022
CO-TRUSTEE1$0
DANIEL D WATT
4466 WEST PINE BLVD - APT 21C, ST LOUIS, MS 63108
CO-TRUSTEE1$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
U S BANK
PO BOX 387, ST LOUIS, MO 63166
CO-TRUSTEE1$622,002
LELA G RICE
PO BOX 3688, BALLWIN, MS 63022
CO-TRUSTEE1$0
DANIEL D WATT
4466 WEST PINE BLVD - APT 21C, ST LOUIS, MS 63108
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% US BANK NA
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(888) 265-7962
Return prepared by
PWC US TAX LLP

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
43-6531876
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
June
Files
Form 990-PF
Assets (IRS master file)
$42,367,668
Income (IRS master file)
$7,671,751

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$4,571,511$5,424,874$42,367,668IRS
990-PFJune 2024$4,445,039$4,440,377$43,219,259IRS
990-PFJune 2023$3,286,292$3,954,868$43,175,959XML
990-PFJune 2022–––IRS
990-PFJune 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 43-6531876).

Questions about DANA BROWN CHARITABLE TRUST

What is the EIN of DANA BROWN CHARITABLE TRUST?
The employer identification number (EIN) of DANA BROWN CHARITABLE TRUST is 43-6531876.
Is DANA BROWN CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to DANA BROWN CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DANA BROWN CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of DANA BROWN CHARITABLE TRUST 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 DANA BROWN CHARITABLE TRUST 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 DANA BROWN CHARITABLE TRUST?
The 990-PF for the year ended June 30, 2025 lists 4 people; 2 received compensation from the organization, the highest $635,405 (US BANK N A, CO-TRUSTEE).
How much revenue does DANA BROWN CHARITABLE TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $4,571,511, expenses of $5,424,874 and total assets of $42,367,668 at year end.

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