Nonprofit · EIN 02-6031454
JOSIAH W BROWN TRUST
Also known as JAMES J KALLED TR
Tax-exempt · WOLFEBORO, NH 03894
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $33,843 | $40,648 | -$6,805 | $544,396 | $0 | $544,396 |
| December 31, 2024 | 990-PF | $25,979 | $37,619 | -$11,640 | $551,201 | $0 | $551,201 |
| December 31, 2023 | 990-PF | -$12,814 | $38,178 | -$50,992 | $562,841 | $0 | $562,841 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Dividends
- $15,905
- Interest
- $2
- Net gain from sales of assets
- $16,936
Expenses
- Grants and similar amounts paid
- $32,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $32,000
- Excise tax on investment income
- $336
Balance sheet and other
- Total assets, start of year
- $551,201
- Total assets, end of year
- $544,396
- Total liabilities, end of year
- $0
- Net assets, end of year
- $544,396
- Fair market value of assets
- $697,274
- Qualifying distributions
- $32,000
- Net investment income
- $32,843
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS W ROBERTS 61 SOUTH MAIN STREET, WOLFEBORO, NH 03894 | TRUSTEE | 1 | $0 |
| EDITH DESMARAIS 83 ROLLING WOOD DRIVE, WOLFEBORO, NH 03894 | TRUSTEE | 1 | $0 |
| KURT DEVYLDER 18 UNION STREET, WOLFEBORO, NH 03894 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS W ROBERTS 61 SOUTH MAIN STREET, WOLFEBORO, NH 03894 | TRUSTEE | 1 | $0 |
| EDITH DESMARAIS 83 ROLLING WOOD DRIVE, WOLFEBORO, NH 03894 | TRUSTEE | 1 | $0 |
| KURT DEVYLDER 18 UNION STREET, WOLFEBORO, NH 03894 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS W ROBERTS 61 SOUTH MAIN STREET, WOLFEBORO, NH 03894 | TRUSTEE | 1 | $0 |
| EDITH DESMARAIS 116 CLARK ROAD, WOLFEBORO, NH 03894 | TRUSTEE | 1 | $0 |
| KURT DEVYLDER 18 UNION STREET, WOLFEBORO, NH 03894 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1140, WOLFEBORO, NH 03894-1140
- Signed the 990-PF
- THOMAS W ROBERTS, TRUSTEE
- Phone
- (603) 569-1953
- Return prepared by
- LEONE MCDONNELL & ROBERTS PA
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-6031454
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $544,396
- Income (IRS master file)
- $146,490
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $33,843 | $40,648 | $544,396 | XML |
| 990-PF | December 2024 | $25,979 | $37,619 | $551,201 | XML |
| 990-PF | December 2023 | -$12,814 | $38,178 | $562,841 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 02-6031454).
Questions about JOSIAH W BROWN TRUST
- What is the EIN of JOSIAH W BROWN TRUST?
- The employer identification number (EIN) of JOSIAH W BROWN TRUST is 02-6031454.
- Is JOSIAH W BROWN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to JOSIAH W BROWN TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSIAH W BROWN TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSIAH W BROWN 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 JOSIAH W BROWN 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 JOSIAH W BROWN TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOSIAH W BROWN TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $33,843, expenses of $40,648 and total assets of $544,396 at year end.
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