Norma Kellar Brenneman Charitable Trust

Private foundation · Grantmaker Boston, MA EIN: 04-7024133

Norma Kellar Brenneman Charitable Trust is a private foundation focused on Human Services, based in Boston, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $813K in total assets. In 2025, it awarded 1 grant totaling $43K. Net investment income was $58K.

Key facts about Norma Kellar Brenneman Charitable Trust

In short: Norma Kellar Brenneman Charitable Trust gave $43K across 1 grant in 2025 (avg $43K). Source: 2025 IRS Form 990-PF.

EIN
04-7024133
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$42,579
Grants made (2025)
1
Average grant
$42,579
Median grant
$42,579
Total assets
$812,834

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$813K

+3.9% YoY

Annual Giving

$43K

-18.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$43K

-18.2% YoY

Under IRS private-foundation payout rules, Norma Kellar Brenneman Charitable Trust reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.

How Norma Kellar Brenneman Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−1%). Method
  • In 2025 it paid out 121% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grants20211 grants20221 grants20231 grants20241 grants2025

From 2021 to 2025, annual grant giving ranged from $29K (2023) to $52K (2024). In 2025 it made 1 grant totaling $43K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Stambourne Parochial Church Council: $43KStambourne Parochial ChurchCouncil$43K

The largest 2025 recipient was Stambourne Parochial Church Council ($43K).

Grant Size Distribution

5 grants across all recorded years

4<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Stambourne Parochial Church Council General Support$42,579

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K20212022202320242025
Metric202520242023
Total Assets$812,834$782,185$731,215
Revenue$67,865$26,859$61,152
Expenses$55,799$65,053$42,803
Qualifying Distributions$46,368$55,596$32,689
Net Investment Income$58,434$17,934$52,693
Distributable Amount$38,348$35,949$34,052

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Norma Kellar Brenneman Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Andree M Saulnier

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Charles A Cheever

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Norma Kellar Brenneman Charitable Trust

How much does Norma Kellar Brenneman Charitable Trust give each year?

Norma Kellar Brenneman Charitable Trust gave $43K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 1 grant.

How large is Norma Kellar Brenneman Charitable Trust?

Norma Kellar Brenneman Charitable Trust reported $813K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets).

What is Norma Kellar Brenneman Charitable Trust?

Norma Kellar Brenneman Charitable Trust is a private foundation focused on Human Services, based in Boston, MA. It holds $813K in total assets as of 2025.

What is Norma Kellar Brenneman Charitable Trust's EIN?

Norma Kellar Brenneman Charitable Trust's EIN (Employer Identification Number) is 04-7024133. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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