Nonprofit · EIN 02-6125090
JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR
Tax-exempt · JOHNSTON, RI 02919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $116,852 | $102,165 | $14,687 | $1,407,696 | $0 | $1,407,696 |
| December 31, 2024 | 990-PF | $151,914 | $116,709 | $35,205 | $1,392,584 | $0 | $1,392,584 |
| December 31, 2023 | 990-PF | $88,630 | $105,443 | -$16,813 | $1,357,696 | $0 | $1,357,696 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,479
- Net gain from sales of assets
- $71,373
Expenses
- Grants and similar amounts paid
- $69,154
- Compensation of officers, directors and key employees
- $19,390
- Disbursements for charitable purposes
- $79,649
- Excise tax on investment income
- $1,349
Balance sheet and other
- Total assets, start of year
- $1,392,584
- Total assets, end of year
- $1,407,696
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,407,696
- Fair market value of assets
- $2,036,711
- Qualifying distributions
- $79,649
- Net investment income
- $116,852
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 |
|---|---|---|---|
| CITIZENS BANK NA 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 5 | $19,390 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK NA 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 5 | $18,820 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK NA 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 5 | $17,295 |
Address and contacts
- Address (IRS master file)
- ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
- In care of
- % CITIZENS BANK
- Signed the 990-PF
- DONALD LUSTIG, TAX OFFICER
- Phone
- (603) 263-4330
- Return prepared by
- KPMG 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 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
- 02-6125090
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,407,696
- Income (IRS master file)
- $297,367
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $116,852 | $102,165 | $1,407,696 | IRS |
| 990-PF | December 2024 | $151,914 | $116,709 | $1,392,584 | IRS |
| 990-PF | December 2023 | $88,630 | $105,443 | $1,357,696 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 02-6125090).
Questions about JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR
- What is the EIN of JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR?
- The employer identification number (EIN) of JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR is 02-6125090.
- Is JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR 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 JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR 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 JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,390 (CITIZENS BANK NA, TRUSTEE).
- How much revenue does JOHN J BRENNAN AND MARGARET BRENNAN CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $116,852, expenses of $102,165 and total assets of $1,407,696 at year end.
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All nonprofits in JOHNSTON · Rhode Island · Philanthropy, voluntarism and grantmaking foundations