Civic Intelligence

Norma Kellar Brenneman Charitable Trust of 1999

EIN 04-7024133 • Boston, MA

Choate LLP PO Box 961019Boston, MA 02196
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

153%

Faster revenue growth than 92% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$812,834

Up $30,649 (+3.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$812,834

Up $30,649 (+3.9%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin69th percentile

Revenue

Up

$67,865

Up $41,006 (+153%) from 2024

Expenses

Down

$55,799

Down $9,254 (-14%) from 2024

Net Income

Up

$12,066

Up $50,260 (+132%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $707,511Liabilities 2012: $02012Assets 2013: $678,843Liabilities 2013: $02013Assets 2014: $841,095Liabilities 2014: $02014Assets 2015: $792,270Liabilities 2015: $02015Assets 2016: $744,121Liabilities 2016: $02016Assets 2020: $771,080Liabilities 2020: $0Net Assets 2020: $771,0802020Assets 2021: $918,797Liabilities 2021: $0Net Assets 2021: $918,7972021Assets 2022: $709,449Liabilities 2022: $0Net Assets 2022: $709,4492022Assets 2023: $731,215Liabilities 2023: $0Net Assets 2023: $731,2152023Assets 2024: $782,185Liabilities 2024: $0Net Assets 2024: $782,1852024Assets 2025: $812,834Liabilities 2025: $0Net Assets 2025: $812,8342025

Highlighted filing

2025

Assets$812,834
Liabilities$0
Net Assets$812,834
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $76,875Expenses 2012: $18,024Net Income 2012: $58,8512012Revenue 2013: $32,747Expenses 2013: $60,539Net Income 2013: -$27,7922013Revenue 2014: $49,144Expenses 2014: $47,825Net Income 2014: $1,3192014Revenue 2015: $34,173Expenses 2015: $46,078Net Income 2015: -$11,9052015Revenue 2016: $23,269Expenses 2016: $41,443Net Income 2016: -$18,1742016Revenue 2020: $23,524Expenses 2020: $53,909Net Income 2020: -$30,3852020Revenue 2021: $41,938Expenses 2021: $57,905Net Income 2021: -$15,9672021Revenue 2022: $76,415Expenses 2022: $57,055Net Income 2022: $19,3602022Revenue 2023: $61,152Expenses 2023: $42,803Net Income 2023: $18,3492023Revenue 2024: $26,859Expenses 2024: $65,053Net Income 2024: -$38,1942024Revenue 2025: $67,865Expenses 2025: $55,799Net Income 2025: $12,0662025

Highlighted filing

2025

Revenue$67,865
Expenses$55,799
Net Income$12,066
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$812,834
Liabilities
$0
Net assets
$812,834
Revenue
$67,865
Expenses
$55,799
Net income
$12,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.68$0.56$0.12
2024Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.27$0.65$0.38
2023Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.61$0.43$0.18
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.09$0.00$7.09$0.76$0.57$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$0.00$9.19$0.42$0.58$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$0.24$0.54$0.30
2016Summary only. Only limited summary data is available for this year.$7.44$0.00$0.23$0.41$0.18
2015Summary only. Only limited summary data is available for this year.$7.92$0.00$0.34$0.46$0.12
2014Summary only. Only limited summary data is available for this year.$8.41$0.00$0.49$0.48$0.01
2013Summary only. Only limited summary data is available for this year.$6.79$0.00$0.33$0.61$0.28
2012Summary only. Only limited summary data is available for this year.$7.08$0.00$0.77$0.18$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andree M SaulnierTrustee-$0--
Charles A CheeverTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norma Kellar Brenneman Charitable Trust
EIN
04-7024133
Phone
6172484760
Address
Choate LLP PO Box 961019, Boston, MA 02196

Signing Officer

Name
Andree M Saulnier
Title
Trustee
Phone
6172484760
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
2078792100
Raw XML Appendix340 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Choate Hall Stewart LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0Two International Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Boston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172484760
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt042579
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Stambourne Parochial Church Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Church Farmhouse Church Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Stambourne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0UK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042579
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt038348
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07308
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07308
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039146
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08020
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06439
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046368
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08020
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046454
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038434
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt018583
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized gains on investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010918
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management, records, custody fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02729
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08189
TaxesSchedule/TaxesDetail/Amt0217
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0217
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Andree M Saulnier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172484760
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Norma Kellar Brenneman Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of 1999
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0047024133
ReturnHeader/Filer/PhoneNum06172484760
ReturnHeader/Filer/USAddress/AddressLine1Txt0Choate LLP PO Box 961019
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002196
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum02078792100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Connor Smart
ReturnHeader/ReturnTs02025-08-19T07:02:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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