Annell Brent Charitable Trust

BOSTON, MA EIN: 61-6030244

Annell Brent Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $501K in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$501K

+1.6% YoY

Annual Giving

$28K

+7.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$28K

+7.8% YoY

Under IRS private-foundation payout rules, Annell Brent Charitable Trust reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Annell Brent Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $144K (100%)

States

Kentucky

Cities

Lexington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$500,966	$493,190	$490,992
Revenue	$39,462	$33,284	$57,329
Expenses	$31,934	$31,087	$37,786
Qualifying Distributions	$28,506	$26,458	$32,850
Net Investment Income	$23,215	$34,145	$77,277
Distributable Amount	$28,326	$25,876	$26,225

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Univ of Kentucky ($27,728).

Recipient	Purpose	Amount
UNIV OF KENTUCKY LEXINGTON, KY	FINANCIAL ASSISTANCE AT	$27,728

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Annell Brent Charitable Trust?

As of 2024, Annell Brent Charitable Trust holds $501K in total assets with $39K in annual revenue. It awarded 1 grants totaling $28K in 2024.

Where does Annell Brent Charitable Trust operate?

Annell Brent Charitable Trust has awarded grants in Kentucky.

What size grants does Annell Brent Charitable Trust award?

In 2024, Annell Brent Charitable Trust awarded 1 grants totaling $28K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Annell Brent Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Annell Brent Charitable Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.