Bernard R Brennan Charitable Tr

Brennan David & Darlah Brennan Ttee

Auburn, IN
Tax-exempt since Oct. 2009
EIN: 36-7494242

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$84.1k (2024)

Expenses

$125k (2024)

Total Assets

$1.38M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$84,095

Expenses

$125,076

Net Income

-$40,981

Net Assets

$1,378,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,142	84.6%
Sales of Assets	$12,026	14.3%
Other Income	$927	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,715	90.9%
Compensation of Officers*	$1,000	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,378,148
Total Liabilities	$0
Net Assets	$1,378,148

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$136,217

Expenses

$124,644

Net Income

$11,573

Net Assets

$1,335,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,186	44.2%
Sales of Assets	$74,875	55.0%
Other Income	$1,156	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,317	92.5%
Compensation of Officers*	$1,000	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,335,409
Total Liabilities	$0
Net Assets	$1,335,409

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$105,731

Expenses

$129,621

Net Income

-$23,890

Net Assets

$1,325,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,813	48.1%
Sales of Assets	$53,460	50.6%
Other Income	$1,458	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,147	91.1%
Compensation of Officers*	$1,000	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,325,426
Total Liabilities	$0
Net Assets	$1,325,426

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$137,217

Expenses

$119,999

Net Income

$17,218

Net Assets

$1,351,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$47,686	34.8%
Sales of Assets	$88,161	64.2%
Other Income	$1,369	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,482	91.2%
Compensation of Officers*	$1,000	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,351,003
Total Liabilities	$0
Net Assets	$1,351,003

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$79,028

Expenses

$117,449

Net Income

-$38,421

Net Assets

$1,335,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$48,293	61.1%
Sales of Assets	$28,852	36.5%
Other Income	$1,882	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,294	92.2%
Compensation of Officers*	$1,000	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,335,507
Total Liabilities	$1
Net Assets	$1,335,506

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$86,210

Expenses

$115,213

Net Income

-$29,003

Net Assets

$1,374,681

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$54,298	63.0%
Sales of Assets	$31,910	37.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,874	91.9%
Compensation of Officers*	$1,000	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,374,682
Total Liabilities	$1
Net Assets	$1,374,681

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on April 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$84,688

Expenses

$115,957

Net Income

-$31,269

Net Assets

$1,403,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,799	62.3%
Sales of Assets	$31,889	37.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,564	91.9%
Compensation of Officers*	$1,000	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,403,377
Total Liabilities	$0
Net Assets	$1,403,377

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on April 30, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$70,165

Expenses

$114,311

Net Income

-$44,146

Net Assets

$1,435,421

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,516	67.7%
Sales of Assets	$22,649	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,418	92.2%
Compensation of Officers*	$1,000	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,435,421
Total Liabilities	$0
Net Assets	$1,435,421

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$65,899

Expenses

$113,961

Net Income

-$48,062

Net Assets

$1,479,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,671	72.3%
Sales of Assets	$16,223	24.6%
Other Income	$2,005	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,792	92.8%
Compensation of Officers*	$1,000	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,479,751
Total Liabilities	$0
Net Assets	$1,479,751

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$77,405

Expenses

$114,642

Net Income

-$37,237

Net Assets

$1,529,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,879	59.3%
Sales of Assets	$29,948	38.7%
Other Income	$1,578	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,371	91.0%
Compensation of Officers*	$1,000	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,529,093
Total Liabilities	$0
Net Assets	$1,529,093

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 2, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$97,068

Expenses

$108,938

Net Income

-$11,870

Net Assets

$1,568,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,399	49.9%
Sales of Assets	$47,111	48.5%
Other Income	$1,558	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,755	90.7%
Compensation of Officers*	$1,000	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,568,157
Total Liabilities	$0
Net Assets	$1,568,157

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$84,138

Expenses

$104,631

Net Income

-$20,493

Net Assets

$1,581,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,585	53.0%
Sales of Assets	$38,325	45.6%
Other Income	$1,228	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,285	91.1%
Compensation of Officers*	$1,000	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,581,162
Total Liabilities	$0
Net Assets	$1,581,162

Compensation

Key Employees and Officers	Compensation	Other
David Brennan (Trustee)	$500	$0
Darlah Brennan (Trustee)	$500	$0

990-PF

Filed on May 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$70,498

Expenses

$101,120

Net Income

-$30,622

Net Assets

$1,602,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,004	68.1%
Sales of Assets	$21,393	30.3%
Other Income	$1,101	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,393	91.4%
Compensation of Officers*	$1,000	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,602,878
Total Liabilities	$1
Net Assets	$1,602,877

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$56,624

Expenses

$99,204

Net Income

-$42,580

Net Assets

$1,634,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,995	86.5%
Sales of Assets	$6,543	11.6%
Other Income	$1,086	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,402	91.1%
Compensation of Officers*	$1,000	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,634,283
Total Liabilities	$1
Net Assets	$1,634,282

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Bernard R Brennan Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $84.1k (2024)

Expenses $125k (2024)

Total Assets $1.38M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$84.1k (2024)

Expenses

$125k (2024)

Total Assets

$1.38M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009