Bernard R Brennan Charitable Trust
Bernard R Brennan Charitable Trust is a private foundation, based in Auburn, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 2 grants totaling $107K. Net investment income was $91K.
Key facts about Bernard R Brennan Charitable Trust
In short: Bernard R Brennan Charitable Trust gave $107K across 2 grants in 2025 (avg $53K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- EIN
- 36-7494242
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $106,674
- Grants made (2025)
- 2
- Average grant
- $53,337
- Median grant
- $53,337
- Total assets
- $1,381,945
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+0.3% YoY
Annual Giving
$107K
-3.4% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$53K
-3.4% YoY
Under IRS private-foundation payout rules, Bernard R Brennan Charitable Trust reported a distributable amount of $114K for 2025 — the minimum it must pay out in qualifying distributions.
How Bernard R Brennan Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Bernard R Brennan Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $105K (2020) to $115K (2022). In 2025 it made 2 grants totaling $107K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was St Joseph Catholic School ($80K). Together the top 2 received $107K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 5 grants of 10 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Joseph Catholic School Auburn, IN | General | $80,006 |
| St Joseph Catholic Church Auburn, IN | General | $26,668 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,381,945 | $1,378,148 | $1,335,409 |
| Revenue | $100,774 | $84,095 | $136,217 |
| Expenses | $119,782 | $125,076 | $124,644 |
| Qualifying Distributions | $110,024 | $113,715 | $115,317 |
| Net Investment Income | $91,338 | $74,935 | $126,659 |
| Distributable Amount | $114,450 | $108,659 | $102,236 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Bernard R Brennan Charitable Trust's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
The latest filing that lists officers: our copy of the 2025 filing lists none.
Darlah Brennan
Trustee
On filings since 2020
1 hr/week
$500 (2020) → $500 (2024)
David Brennan
Trustee
On filings since 2020
1 hr/week
$500 (2020) → $500 (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $500, to David Brennan (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Bernard R Brennan Charitable Trust
How much does Bernard R Brennan Charitable Trust give each year?
Bernard R Brennan Charitable Trust gave $107K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 2 grants.
How large is Bernard R Brennan Charitable Trust?
Bernard R Brennan Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $114K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Bernard R Brennan Charitable Trust operate?
Bernard R Brennan Charitable Trust has awarded grants in Indiana.
What is Bernard R Brennan Charitable Trust's EIN?
Bernard R Brennan Charitable Trust's EIN (Employer Identification Number) is 36-7494242. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Bernard R Brennan Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in Bernard R Brennan Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Lund Family Foundation
La Canada, CA
Assets
$2.1M
Grants
5
Total Given
$322K
Joseph J Schott Foundation
Mount Pleasant, SC
The Joseph J Schott Foundation supports racial justice in K–12 education, grassroots organizations, and parent- and youth-led initiatives, with a national focus and particular interest in the Northeast, South, and West. Its 2024 grants ranged from $1,000 to $115,000, with a median of $5,000. The profile says requests should be sent to trustee William Dunne Saal and that giving is not limited to preselected organizations.
Assets
$9.1M
Grants
56
Total Given
$502K
Weimer Congemi Foundation Inc
Metairie, LA
The Weimer Congemi Foundation supports a varied mix of parish, social-service, food, housing, and Catholic organizations, with most of its giving going to Louisiana. In 2024, its 19 grants totaled $33,100, ranging from $300 to $14,600, with a median grant of $1,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$377K
Grants
19
Total Given
$33K
Cole Family Foundation
Republic, OH
Assets
$21K
Grants
15
Total Given
$9K
The Foundation of the Catholic Diocese of Columbus
Columbus, OH
The Catholic Foundation of Ohio funds religious, educational, and charitable work supporting Catholic parishes, education, vocations, and ministries, primarily within the 23-county Diocese of Columbus. In 2025, its median grant was $20,000, with awards ranging from $5,132 to $1,717,576. It accepts online responsive grant applications in September from eligible parishes, schools, and certain invited organizations; it does not make grants to individuals.
Assets
$289.0M
Grants
235
Total Given
$12.6M
Long Beach Community Foundation
Long Beach, CA
Long Beach Community Foundation supports eligible nonprofits, educational and government organizations, with most grants benefiting programs in Long Beach; its grants span areas such as arts, education, health, and community needs. In 2024, the median grant was $25,000, with awards ranging from $5,500 to $809,122; whether it accepts unsolicited requests is not stated.
Assets
$74.7M
Grants
81
Total Given
$5.0M
Bird City Century II Development Foundation
Bird City, KS
BIRD CITY CENTURY II funds community-benefit projects and provides low-interest loans to small businesses in Bird City and the Cheylin School District in Kansas, supporting areas including human services, education, and arts and culture. In 2024, its 16 grants totaled $433,899, with a median grant of $11,279 and awards ranging from $5,100 to $103,569. The profile does not state whether it accepts unsolicited requests.
Assets
$16.5M
Grants
16
Total Given
$434K
The Guillaume Family Foundation Inc
Gulf Breeze, FL
Assets
$227K
Grants
2
Total Given
$15K
Community Foundation of St Joseph County Inc
South Bend, IN
The Community Foundation of St. Joseph County funds local nonprofits working in arts and culture, community development, health and human services, parks and the environment, youth and education, and senior services. Its 2025 grants had a median award of $25,000, with competitive grant opportunities serving St. Joseph County; the profile does not state whether it accepts unsolicited requests.
Assets
$327.4M
Grants
192
Total Given
$26.0M
Frels Family Foundation
North Oaks, MN
The Frels Family Foundation supports a varied range of charitable organizations, including human services, mental health, religious, and historical groups. Its 2024 grants ranged from $5,000 to $40,000, with a median of $10,000; 85% of grant dollars went to Minnesota, with some funding in other states. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
—
Grants
29
Total Given
$360K
Siegfried Family Foundation
Avon Lake, OH
Assets
$283K
Grants
22
Total Given
$26K
Lilly Endowment Inc
Indianapolis, IN
Lilly Endowment funds community development, education and youth, and religion, with a national reach—especially in religion—and a particular commitment to Indianapolis and Indiana. Its 2025 grants had a median of $100,000, though awards ranged widely; the profile does not state whether it accepts unsolicited requests.
Assets
$105.9B
Grants
2,285
Total Given
$3.9B
More Funders in Indiana
Bernard R Brennan Charitable Trust down — hundreds of funders to go?