BRENNAN FAM CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRENNAN FAM CHARITABLE TR (EIN 36-4371135)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349103562
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T15:08:25-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364210922 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLLIARD CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9746 SOUTH ROBERTS ROAD | AddressLine1Txt |
| City | PALOS HILLS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364371135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRENNAN FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREN | BusinessNameControlTxt |
| Phone | 7089753711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6556 WEST DEER LANE | AddressLine1Txt |
| City | PALOS HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BRENNAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7089753711 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J FOLLIARD | PreparerPersonNm |
| PTIN | P01282186 | PTIN |
| Phone | 7089741500 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $231,582 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,722 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,121 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,121 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $431,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,075 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $175 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $175 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $144,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,196 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,296 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,415 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $12 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,503 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,953 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,953 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $775 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $775 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,837 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,837 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,304 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,701 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,296 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,786 | CashEOYAmt |
| Cash EOYFMV | $5,786 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $796 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $796 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $796 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $161,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $163,306 | CorporateStockEOYAmt |
| Other Assets BOY | $225,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $225,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $225,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $386,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $231,582 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,468 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,190 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $6,270 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $9,738 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,190 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $212,046 | CapitalStockBOYAmt |
| Capital Stock EOY | $212,046 | CapitalStockEOYAmt |
| Retained Earning BOY | $165,040 | RetainedEarningBOYAmt |
| Retained Earning EOY | $163,652 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $377,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $386,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $394,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $377,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,294 | ExcessRevenueOverExpensesAmt |
| Subtotal | $428,380 | SubtotalAmt |
| Other Decreases | $52,682 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $375,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | 2024-01-01 | 2024-12-31 | $314,649 | $315,318 | -$669 | -$669 |
| PUBLIC TRADED SECURITIES | P | 2023-01-01 | 2024-12-31 | $19,009 | $16,291 | $2,718 | $2,718 |
| PUBLIC TRADED SECURITIES | D | 2023-01-01 | 2024-12-31 | $93,984 | $62,366 | $31,618 | $31,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,075 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $399 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $399 | SubtotalAmt |
| Tax Based On Investment Income | $399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $511 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $511 | TotalPaymentsAndCreditsAmt |
| Overpayment | $112 | OverpaymentAmt |
| Applied To ES Tax | $112 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL BRENNAN | IndividualWithBooksNm |
| Phone | 7089453711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6556 WEST DEER LANE | AddressLine1Txt |
| City | PALOS HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL BRENNAN | ||||||||
| 6556 WEST DEER LANE | PALOS HEIGHTS | IL | 60463 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| VICTORIA BRENNAN | ||||||||
| 6556 WEST DEER LANE | PALOS HEIGHTS | IL | 60463 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $412,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $416,978 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $416,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $410,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $399 | TotalTaxAmt |
| Distributable Before Adj | $20,137 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,137 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,137 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,195 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,137 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $75,075 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,610 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,040 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,087 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,077 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $295,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,195 | QualifyingDistributionsAmt |
| Applied To Current Year | $20,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,058 | RemainingDistriFromCorpusAmt |
| Total Corpus | $349,947 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,075 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $274,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,610 | ExcessFromYear4Amt |
| Excess From Year3 | $69,040 | ExcessFromYear3Amt |
| Excess From Year2 | $50,087 | ExcessFromYear2Amt |
| Excess From Year1 | $50,077 | ExcessFromYear1Amt |
| Excess From Current Year | $54,058 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELLARMINE JESUIT RETREAT HOUSE | ||||||
| 420 W COUNTY LINE ROAD | BARRINGTON | IL | 60010 | PC | UNRESTRICTED CONTRIBUTION | $2,100 |
| CARA PROGRAM | ||||||
| 237 S DES PLAINES | CHICAGO | IL | 60661 | PC | UNRESTRICTED CONTRIBUTION | $23,700 |
| COACH ROCHE SCHOLARSHIP | ||||||
| 4354 W 107TH PLACE | OAK LAWN | IL | 60453 | PC | UNRESTRICTED CONTRIBUTION | $1,000 |
| IRISH AMERICAN PARTNERSHIP | ||||||
| 33 BROAD STREET | BOSTON | MA | 02109 | PC | UNRESTRICTED CONTRIBUTION | $3,750 |
| MARIST HIGH SCHOOL | ||||||
| 4200 W 115TH | CHICAGO | IL | 60655 | PC | UNRESTRICTED CONTRIBUTION | $29,613 |
| MARQUETTE LAW SCHOOL | ||||||
| PO BOX 7013 | CAROL STREAM | IL | 60197 | PC | UNRESTRICTED CONTRIBUTION | $5,000 |
| MISCERICORIDA | ||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | PC | UNRESTRICTED CONTRIBUTION | $518 |
| NATIONAL PARK FOUNDATION | ||||||
| 1500 K STREET NW STE 700 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED CONTRIBUTION | $250 |
| PATHLIGHTS | ||||||
| 7808 W COLLEGE DRIVE 5TH | PALOS HEIGHTS | IL | 60463 | PC | UNRESTRICTED CONTRIBUTION | $1,010 |
| ST ALEXANDER CHURCH | ||||||
| 8025 W 126H STREET | PALOS HEIGHTS | IL | 60463 | PC | UNRESTRICTED CONTRIBUTION | $4,209 |
| TOGETHER WE COPE | ||||||
| 17010 SOUTH OAK PARK AVE | TINELY PARK | IL | 60477 | PC | UNRESTRICTED CONTRIBUTION | $1,000 |
| PONDER WORKS | ||||||
| 400 WEST BAILEY STRET | PONDER | TX | 76259 | PC | UNRISTRICTED CONTRIBUTION | $2,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,195 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT | Desc |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,075 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $175 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,121 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,371 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENNAN FAMILY PARTNERSHIP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6556 WEST DEER LANE | AddressLine1Txt |
| City | PALOS HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,722 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | TWEEDY BROWN INT 2000 SHARES | $50,940 | 2025-01-03 |
| 1 | TWEEDY BROWN INT 700.26 SHARES | $19,783 | 2025-05-13 |
| 1 | ISHARES RUSSELL 74.13 SHARES | $14,999 | 2025-11-18 |
| 1 | TWEEDY BROWN INT 492.611 SHAES | $15,000 | 2025-11-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,415 | Amt |
| Net Investment Income | $1,415 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $163,306 | EOYBookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN 6401 RHODES | $68,000 | $68,000 | $68,000 |
| INVESTMENT IN 6001 STATE | $82,000 | $82,000 | $82,000 |
| INVESTMENT IN 6534 VERNON | $75,000 | $75,000 | $75,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED | Desc |
| Amt | $52,682 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $4,837 | $4,837 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $175 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $6,270 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAX | $62 | $62 |
| REAL ESTATE TAXES | $3,441 | $3,441 |