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.
Bernard R Brennan Charitable Trust at a glance
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.
- Annual giving (2025)
- $106,674
- -3.4% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $53,337
- -3.4% vs 2024
- Median grant
- $53,337
- Total assets
- $1,381,945
- +0.3% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Bernard R Brennan Charitable Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,381,945 | $100,774 | $119,782 | $106,674 | 2 | $110,024 | $91,338 | $114,450 |
| 2024 | $1,378,148 | $84,095 | $125,076 | $110,435 | 2 | $113,715 | $74,935 | $108,659 |
| 2023 | $1,335,409 | $136,217 | $124,644 | $112,167 | 2 | $115,317 | $126,659 | $102,236 |
| 2022 | $1,325,426 | $105,731 | $129,621 | $115,127 | 2 | $118,147 | $95,357 | $106,989 |
| 2021 | $1,351,003 | $137,217 | $119,999 | $106,582 | 2 | $109,482 | $126,447 | $117,955 |
| 2020 | $1,335,507 | $79,028 | $117,449 | $105,219 | 2 | — | $68,809 | $103,301 |
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.
Leadership & Key People
Officers and directors from IRS filings
Bernard R Brennan Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Darlah Brennan
Trustee
On filings since 2020
1 hr/week
$500 (2020) → $500 (2025)
David Brennan
Trustee
On filings since 2020
1 hr/week
$500 (2020) → $500 (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 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 October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
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
Live grants for the work Bernard R Brennan Charitable Trust funds
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