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Nonprofit · EIN 61-6030244

ANNELL BRENT CHARITABLE TRUST

Also known as ALFRED CHAMBERS BRENT SCHOLARSHIP

Tax-exempt · BOSTON, MA 02114

Financials

$33K$31K2023$39K$32K2024$54K$34K2025
Revenue Expenses · by fiscal year end
Financials of ANNELL BRENT CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$53,517$33,619$19,898$521,894$0$521,894
December 31, 2024990-PF$39,462$31,934$7,528$500,966$0$500,966
December 31, 2023990-PF$33,284$31,087$2,197$493,190$0$493,190
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$17,069
Net gain from sales of assets
$36,448

Expenses

Grants and similar amounts paid
$29,078
Compensation of officers, directors and key employees
$4,056
Disbursements for charitable purposes
$29,889
Excise tax on investment income
$703

Balance sheet and other

Total assets, start of year
$500,966
Total assets, end of year
$521,894
Total liabilities, end of year
$0
Net assets, end of year
$521,894
Fair market value of assets
$649,595
Qualifying distributions
$29,889
Net investment income
$54,146

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
STATE STREET GLOBAL ADVISORS TR CO
1 IRON STREET CAM, BOSTON, MA 02210
AGENT1$4,056
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
STATE STREET GLOBAL ADVISORS TR CO
1 IRON STREET CAM, BOSTON, MA 02210
AGENT1$3,892
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STATE STREET GLOBAL ADVISORS TR CO
1 IRON STREET CAM, BOSTON, MA 02210
AGENT1$3,658

Address and contacts

Address (IRS master file)
1 CONGRESS STREET CAM, BOSTON, MA 02114-2010
In care of
% JP MORGAN CHASE BANK NA
Signed the 990-PF
PENNY D COX, TREASURER
Phone
(617) 664-4331
Return prepared by
STATE STREET GLOBAL ADVISORS TRUST

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
61-6030244
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$521,894
Income (IRS master file)
$341,765

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$53,517$33,619$521,894IRS
990-PFDecember 2024$39,462$31,934$500,966IRS
990-PFDecember 2023$33,284$31,087$493,190XML
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 61-6030244).

Questions about ANNELL BRENT CHARITABLE TRUST

What is the EIN of ANNELL BRENT CHARITABLE TRUST?
The employer identification number (EIN) of ANNELL BRENT CHARITABLE TRUST is 61-6030244.
Is ANNELL BRENT CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to ANNELL BRENT CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNELL BRENT CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNELL BRENT CHARITABLE TRUST 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 ANNELL BRENT CHARITABLE TRUST 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 ANNELL BRENT CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,056 (STATE STREET GLOBAL ADVISORS TR CO, AGENT).
How much revenue does ANNELL BRENT CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $53,517, expenses of $33,619 and total assets of $521,894 at year end.

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