Nonprofit · EIN 52-6144158
TRUSTEES OF THE BROMFIELD SCHOOL
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $148,337 | $130,427 | $17,910 | $1,680,178 | $0 | $1,680,178 |
| May 31, 2025 | 990-PF | $101,321 | $148,827 | -$47,506 | $1,657,372 | $0 | $1,657,372 |
| May 31, 2024 | 990-PF | $337,798 | $107,745 | $230,053 | $1,705,119 | $0 | $1,705,119 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $59,120
- Net gain from sales of assets
- $89,217
Expenses
- Grants and similar amounts paid
- $107,000
- Compensation of officers, directors and key employees
- $21,206
- Disbursements for charitable purposes
- $116,017
- Excise tax on investment income
- $1,861
Balance sheet and other
- Total assets, start of year
- $1,657,372
- Total assets, end of year
- $1,680,178
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,680,178
- Fair market value of assets
- $2,571,802
- Qualifying distributions
- $116,017
- Net investment income
- $148,282
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 101 East River Drive, EAST HARTFORD, CT 06108 | AGENT FOR FIDUCIARY | 1 | $21,206 |
| STEVE FINNEGAN 34 OAK HILL RD, HARVARD, MA 01451 | TRUSTEE | 1 | $0 |
| DENNIS DEGARA PO BOX 201, FITCHBURG, MA 01420 | TREASURER | 1 | $0 |
| PETER JACKSON 46 JACOB GATES ROAD, HARVARD, MA 01451 | PRESIDENT | 1 | $0 |
| VIRGINIA KENDALL 16 ORCHARD HILL ROAD, HARVARD, MA 01451 | SECRETARY | 1 | $0 |
| JOHN LEE 27 AYER ROAD, HARVARD, MA 01451 | TRUSTEE | 1 | $0 |
| ANDREW STROCKI 198 LITTLETON RD, HARVARD, MA 014511427 | TRUSTEE | 1 | $0 |
| SUZANNE POITRAS 6 HARRIS STREET, NEWBURYPORT, MA 01950 | TRUSTEE | 1 | $0 |
| KATHLEEN DOHERTY 158 WINSOR AVENUE, WATERTOWN, MA 02472 | TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 101 East River Drive, EAST HARTFORD, CT 06108 | AGENT FOR FIDUCIARY | 1 | $19,086 |
| STEVE FINNEGAN 34 OAK HILL RD, HARVARD, MA 01451 | TRUSTEE | 1 | $0 |
| DENNIS DEGARA PO BOX 201, FITCHBURG, MA 01420 | TREASURER | 1 | $0 |
| PETER JACKSON 46 JACOB GATES ROAD, HARVARD, MA 01451 | PRESIDENT | 1 | $0 |
| VIRGINIA KENDALL 16 ORCHARD HILL ROAD, HARVARD, MA 01451 | SECRETARY | 1 | $0 |
| JOHN LEE 27 AYER ROAD, HARVARD, MA 01451 | TRUSTEE | 1 | $0 |
| ANDREW STROCKI 198 LITTLETON RD, HARVARD, MA 014511427 | TRUSTEE | 1 | $0 |
| SUZANNE POITRAS 6 HARRIS STREET, NEWBURYPORT, MA 01950 | TRUSTEE | 1 | $0 |
| KATHLEEN DOHERTY 158 WINSOR AVENUE, WATERTOWN, MA 02472 | TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 101 East River Drive, EAST HARTFORD, CT 06108 | AGENT FOR FIDUCIARY | 1 | $17,977 |
| STEVE FINNEGAN 34 OAK HILL RD, HARVARD, MA 01451 | TRUSTEE | 1 | $0 |
| DENNIS DEGARA PO BOX 201, FITCHBURG, MA 01420 | TREASURER | 1 | $0 |
| PETER JACKSON 46 JACOB GATES ROAD, HARVARD, MA 01451 | PRESIDENT | 1 | $0 |
| VIRGINIA KENDALL 16 ORCHARD HILL ROAD, HARVARD, MA 01451 | SECRETARY | 1 | $0 |
| JOHN LEE 27 AYER ROAD, HARVARD, MA 01451 | TRUSTEE | 1 | $0 |
| BARBARA HEIM 346 AYER ROAD, HARVARD, MA 01451 | TRUSTEE | 1 | $0 |
| SUZANNE POITRAS 6 HARRIS STREET, NEWBURYPORT, MA 01950 | TRUSTEE | 1 | $0 |
| KATHLEEN DOHERTY 158 WINSOR AVENUE, WATERTOWN, MA 02472 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % DENNIS DEGARA TREASURER
- Signed the 990-PF
- DENNIS DEGARA, TREASURER
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-6144158
- 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
- 1972
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $1,680,178
- Income (IRS master file)
- $502,124
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $148,337 | $130,427 | $1,680,178 | XML |
| 990-PF | May 2025 | $101,321 | $148,827 | $1,657,372 | XML |
| 990-PF | May 2024 | $337,798 | $107,745 | $1,705,119 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 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 52-6144158).
Questions about TRUSTEES OF THE BROMFIELD SCHOOL
- What is the EIN of TRUSTEES OF THE BROMFIELD SCHOOL?
- The employer identification number (EIN) of TRUSTEES OF THE BROMFIELD SCHOOL is 52-6144158.
- Is TRUSTEES OF THE BROMFIELD SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to TRUSTEES OF THE BROMFIELD SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUSTEES OF THE BROMFIELD SCHOOL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUSTEES OF THE BROMFIELD SCHOOL due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUSTEES OF THE BROMFIELD SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of TRUSTEES OF THE BROMFIELD SCHOOL?
- The 990-PF for the year ended May 31, 2026 lists 9 people; 1 received compensation from the organization, the highest $21,206 (BANK OF AMERICA, AGENT FOR FIDUCIARY).
- How much revenue does TRUSTEES OF THE BROMFIELD SCHOOL have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $148,337, expenses of $130,427 and total assets of $1,680,178 at year end.
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