BRENNAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: BRENNAN FAMILY FOUNDATION (EIN 65-0242776)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-15
IRS object ID: 202511359349103376
Schema version: 2024v5.1
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-15T12:30:35-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042713795	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MEYERS BROTHERS KALICKA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	330 WHITNEY AVE SUITE 800	AddressLine1Txt
City	HOLYOKE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01040	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	650242776	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BRENNAN FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BREN	BusinessNameControlTxt
Phone	4137543305	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	708 NATHAN HALE DRIVE	AddressLine1Txt
City	NAPLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	339638238	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES M BRENNAN	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	4137543305	PhoneNum
Signature	2025-05-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MATTHEW NASH	PreparerPersonNm
PTIN	P01589446	PTIN
Phone	4135368510	PhoneNum
Preparation	2025-05-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	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	$1,462,215	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$19,921	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$19,861	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$40,034	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$190,653	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$40,034	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$59,955	TotalRevAndExpnssAmt
Total Net Invst Incm	$59,895	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$13,829	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$13,829	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$212	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$212	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$18,541	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$18,541	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$70,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$70,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$88,541	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$18,541	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$70,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$28,586	ExcessRevenueOverExpensesAmt
Net Investment Income	$41,354	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$11,180	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$8,990	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$8,990	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$433,396	CorporateStockBOYAmt
Corporate Stock EOY	$409,371	CorporateStockEOYAmt
Corporate Stock EOYFMV	$536,009	CorporateStockEOYFMVAmt
Other Investments BOY	$862,392	OtherInvestmentsBOYAmt
Other Investments EOY	$917,216	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$917,216	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,306,968	TotalAssetsBOYAmt
Total Assets EOY	$1,335,577	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,462,215	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$2,000,000	CapitalStockBOYAmt
Capital Stock EOY	$2,000,000	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	-$693,032	RetainedEarningBOYAmt
Retained Earning EOY	-$664,423	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,306,968	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,335,577	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,306,968	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,335,577	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,306,968	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$28,586	ExcessRevenueOverExpensesAmt
Other Increases	$57,195	OtherIncreasesAmt
Subtotal	$1,335,577	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,335,577	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS FINANCIAL SERVICES	P	$128,239	$109,549	$18,690	$18,690
UBS FINANCIAL SERVICES	P	$50,648	$37,754	$12,894	$12,894
UBS FINANCIAL SERVICES	P	$11,766	$854	$10,912	$10,912
TWIN OAKS K-1	P		$2,462	-$2,462	-$2,462

Field	Value	IRS element (for citing)
Capital Gain Net Income	$40,034	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$575	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$575	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$575	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$464	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$464	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$111	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.BRENNANFND.COM	WebsiteAddressTxt
Individual With Books	JAMES BRENNAN	IndividualWithBooksNm
Phone	4137543305	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	136 DWIGHT ROAD	AddressLine1Txt
City	LONGMEADOW	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01106	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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
JUDITH S BRENNAN
708 NATHAN HALE DRIVE	NAPLES	FL	34108	TRUSTEE	0.00	$0	$0	$0
DEBORAH ANN COLLINS
60 STONEHENGE ROAD	PITTSFIELD	MA	01201	TRUSTEE	0.00	$0	$0	$0
BARBARA J MACLAVERTY
205 OXFORD ROAD	KENILWORTH	IL	60043	TRUSTEE	0.00	$0	$0	$0
EDWARD J BRENNAN III
67 BROWER DRIVE	BRICK	NJ	08742	TRUSTEE	0.00	$0	$0	$0
JAMES BRENNAN
250 TWIN HILLS DRIVE	LONGMEADOW	MA	01106	TRUSTEE	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	FOUNDATION WAS CREATED TO MAKE GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN IRC 170(C), 501(C)(3), 2055(A), AND 2522(A). THERE ARE NO OTHER ACTIVITIES.	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$530,441	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,515	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$542,956	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$542,956	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$8,144	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$534,812	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$26,741	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$26,741	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$575	TaxBasedOnInvestmentIncomeAmt
Total Tax	$575	TotalTaxAmt
Distributable Before Adj	$26,166	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$26,166	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$26,166	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$70,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$70,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$26,166	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$40,143	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$31,071	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$21,372	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$48,130	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$15,480	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$156,196	TotalExcessDistributionCyovAmt
Qualifying Distributions	$70,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$26,166	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$43,834	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$200,030	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$40,143	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$159,887	ExcessDistriCyovToNextYrAmt
Excess From Year4	$31,071	ExcessFromYear4Amt
Excess From Year3	$21,372	ExcessFromYear3Amt
Excess From Year2	$48,130	ExcessFromYear2Amt
Excess From Year1	$15,480	ExcessFromYear1Amt
Excess From Current Year	$43,834	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
SISTERS OF ST JOSEPH OF SPRINGFIELD
577 CAREW STREET	SPRINGFIELD	MA	01104	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$10,000
THE RYAN SHAW FOUNDATION
23 BROOKFIELD DRIVE	BROCKTON	MA	02302	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$3,000
THE WILLISTON NORTHAMPTON SCHOOL
19 PAYSON AVENUE	EASTHAMPTON	MA	01027	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$10,000
WILLIAM J BOYLE SCHOLARSHIP FUND
22 SHEFFORD STREET	SPRINGFIELD	MA	01107	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$2,500
THE FOUNDERS FUND INC
1 LETTERMAN DRIVE BUILDING D 5TH	SAN FRANCISCO	CA	94129	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$25,000	FLOOR
PROJECT LIFESAVER CO HAMPDEN COUNTY SHERIFFS OFFICE
627 RANDALL ROAD	LUDLOW	MA	01056	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$2,500
FAMILY SUNSHINE FUND INC
101 LAKESIDE PARK	SOUTHAMPTON	PA	18966	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$2,500
RIDE TO REMEMBER
1500 MAIN STREET PO BOX 15265	SPRINGFIELD	MA	15265	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$10,000
PAN MASS CHALLENGE
77 4TH AVENUE	NEEDHAM	MA	02494	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$1,000
BREAKTHROUGH T1D
200 VESEY STREET 28TH FLOOR	NEW YORK	NY	10281	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$2,500
ELDRIDGE FARM COMMUNITY FOUNDATION
333 BRIDGE STREET	SPRINGFIELD	MA	01103	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$70,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$19,921	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$40,034	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$59,955	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$59,955	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,500	Amt
Net Investment Income	$4,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
UBS ACCT #VZ43778	$362,243	$488,489
UBS ACCT #VZ96393	$47,128	$47,520

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENT - TWIN OAKS, LLP	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$917,216	BookValueAmt
EOYFMV	$917,216	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$210	$210	$0
MISCELLANEOUS	$2	$2	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$57,195	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$13,635	$13,635	$0
ADMINISTRATIVE FEES	$194	$194	$0

BRENNAN FAMILY FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Comments