The Robert H Brethen Foundation

Lenoir City, TN
Tax-exempt since Feb. 1988
EIN: 31-1213173

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.04M (2023)

Expenses

$735k (2023)

Total Assets

$8.23M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2023

Revenue

$1,036,286

Expenses

$734,683

Net Income

$301,603

Net Assets

$8,228,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,046,299	> 100%
Interest Revenue	$3,764	0.4%
Dividends	$128,075	12.4%
Sales of Assets	-$199,081
Other Income	$57,229	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$625,560	85.1%
Compensation of Officers*	$8,000	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,228,758
Total Liabilities	$0
Net Assets	$8,228,758

Compensation

Key Employees and Officers	Compensation	Other
David M Brethen (Secy/Trustee)	$8,000	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on March 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2022

Revenue

$614,316

Expenses

$235,628

Net Income

$378,688

Net Assets

$7,353,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$683,234	> 100%
Interest Revenue	$2,359	0.4%
Dividends	$90,738	14.8%
Sales of Assets	-$201,846
Other Income	$39,831	6.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,200	62.0%
Compensation of Officers*	$8,000	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,353,272
Total Liabilities	$0
Net Assets	$7,353,272

Compensation

Key Employees and Officers	Compensation	Other
David M Brethen (Secy/Trustee)	$8,000	$0
Robert H Brethen (Pres/Treas)	$0	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on Sept. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2021

Revenue

$681,835

Expenses

$330,596

Net Income

$351,239

Net Assets

$8,348,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$181,988	26.7%
Interest Revenue	$1,542	0.2%
Dividends	$118,314	17.4%
Sales of Assets	$355,086	52.1%
Other Income	$24,905	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,000	75.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,348,741
Total Liabilities	$0
Net Assets	$8,348,741

Compensation

Key Employees and Officers	Compensation	Other
Robert H Brethen (Pres/Treas)	$0	$0
David M Brethen (Secy/Trustee)	$0	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on Jan. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2020

Revenue

-$152,140

Expenses

$295,661

Net Income

-$447,801

Net Assets

$6,637,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$304,242
Interest Revenue	$2,080
Dividends	$113,003
Sales of Assets	$0
Other Income	$29,495

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,750	77.4%
Compensation of Officers*	$7,500	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,637,132
Total Liabilities	$1
Net Assets	$6,637,131

Compensation

Key Employees and Officers	Compensation	Other
David M Brethen (Secy/Trustee)	$7,500	$0
Robert H Brethen (Pres/Treas)	$0	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on Dec. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2019

Revenue

$495,560

Expenses

$276,754

Net Income

$218,806

Net Assets

$5,933,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$303,120	61.2%
Interest Revenue	$3,563	0.7%
Dividends	$166,714	33.6%
Sales of Assets	$31,573	6.4%
Other Income	-$9,410

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,500	72.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,933,524
Total Liabilities	$1
Net Assets	$5,933,523

Compensation

Key Employees and Officers	Compensation	Other
Robert H Brethen (Pres/Treas)	$0	$0
David M Brethen (Secy/Trustee)	$0	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on Jan. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2018

Revenue

$326,052

Expenses

$661,063

Net Income

-$335,011

Net Assets

$5,413,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,660	38.5%
Interest Revenue	$4,288	1.3%
Dividends	$171,334	52.5%
Sales of Assets	$23,821	7.3%
Other Income	$949	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$581,929	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,413,158
Total Liabilities	$0
Net Assets	$5,413,158

Compensation

Key Employees and Officers	Compensation	Other
Robert H Brethen (Pres/Treas)	$0	$0
David M Brethen (Secy/Trustee)	$0	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on Jan. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2017

Revenue

$550,888

Expenses

$380,608

Net Income

$170,280

Net Assets

$5,871,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$304,036	55.2%
Interest Revenue	$1,683	0.3%
Dividends	$133,609	24.3%
Sales of Assets	$108,781	19.7%
Other Income	$2,779	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,745	79.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,871,078
Total Liabilities	$0
Net Assets	$5,871,078

Compensation

Key Employees and Officers	Compensation	Other
Robert H Brethen (Pres/Treas)	$0	$0
David M Brethen (Secy/Trustee)	$0	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on Dec. 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2016

Revenue

$671,006

Expenses

$260,757

Net Income

$410,249

Net Assets

$5,328,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$600,963	89.6%
Interest Revenue	$11,155	1.7%
Dividends	$133,375	19.9%
Sales of Assets	-$81,480
Other Income	$6,993	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,660	71.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,328,285
Total Liabilities	$0
Net Assets	$5,328,285

Compensation

Key Employees and Officers	Compensation	Other
Robert H Brethen (Pres/Treas)	$0	$0
David M Brethen (Secy/Trustee)	$0	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on Jan. 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2015

Revenue

$520,233

Expenses

$226,441

Net Income

$293,792

Net Assets

$4,953,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,000	57.7%
Interest Revenue	$28,534	5.5%
Dividends	$184,521	35.5%
Sales of Assets	$1,520	0.3%
Other Income	$5,658	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,860	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,953,343
Total Liabilities	$0
Net Assets	$4,953,343

Compensation

Key Employees and Officers	Compensation	Other
Robert H Brethen (Pres/Treas)	$0	$0
David M Brethen (Secy/Trustee)	$0	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on Jan. 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2014

Revenue

$545,684

Expenses

$231,307

Net Income

$314,377

Net Assets

$4,877,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$313,259	57.4%
Interest Revenue	$32,128	5.9%
Dividends	$175,676	32.2%
Sales of Assets	$23,625	4.3%
Other Income	$996	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,245	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,877,876
Total Liabilities	$0
Net Assets	$4,877,876

Compensation

Key Employees and Officers	Compensation	Other
Robert H Brethen (Pres/Treas)	$0	$0
David M Brethen (Secy/Trustee)	$0	$0
Karen B Johns (Trustee)	$0	$0

990-PF

Filed on Dec. 23, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2013

Revenue

$194,463

Expenses

$366,128

Net Income

-$171,665

Net Assets

$4,305,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,390	19.7%
Dividends	$169,109	87.0%
Sales of Assets	$0
Other Income	$25	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$341,090	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,305,496
Total Liabilities	$1
Net Assets	$4,305,495

990-PF

Filed on March 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Oct.
2012

Revenue

$814,582

Expenses

$374,025

Net Income

$440,557

Net Assets

$4,165,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$600,000	73.7%
Interest Revenue	$41,613	5.1%
Dividends	$155,757	19.1%
Sales of Assets	$14,241	1.7%
Other Income	$2,971	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,865	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,165,699
Total Liabilities	$1
Net Assets	$4,165,698

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$521,234

Expenses

$391,624

Net Income

$129,610

Net Assets

$3,469,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,000	57.6%
Interest Revenue	$46,161	8.9%
Dividends	$138,996	26.7%
Sales of Assets	$37,273	7.2%
Other Income	-$1,196

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$368,615	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,469,532
Total Liabilities	$1
Net Assets	$3,469,531

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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The Robert H Brethen Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.04M (2023)

Expenses $735k (2023)

Total Assets $8.23M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2011

Revenue

$1.04M (2023)

Expenses

$735k (2023)

Total Assets

$8.23M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Oct.
2023

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2022

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2021

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2020

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2019

Fiscal Year Ending Oct.
2018

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2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
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Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
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Fiscal Year Ending Oct.
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