Nonprofit · EIN 31-1213173
THE ROBERT H BRETHEN FOUNDATION
Tax-exempt · LENOIR CITY, TN 37772
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $1,116,773 | $815,770 | $301,003 | $12,732,681 | $0 | $12,732,681 |
| October 31, 2024 | 990-PF | $572,256 | $356,689 | $215,567 | $10,818,508 | $0 | $10,818,508 |
| October 31, 2023 | 990-PF | $1,036,286 | $734,683 | $301,603 | $8,228,758 | $0 | $8,228,758 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $93,339
- Interest
- $626
- Net gain from sales of assets
- $1,010,185
- Other income
- $12,623
Expenses
- Grants and similar amounts paid
- $706,632
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $706,632
- Excise tax on investment income
- $14,024
Balance sheet and other
- Total assets, start of year
- $10,818,508
- Total assets, end of year
- $12,732,681
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,732,681
- Fair market value of assets
- $12,732,681
- Qualifying distributions
- $706,632
- Net investment income
- $1,116,773
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID M BRETHEN 1359 ZEPHER DRIVE, LENOIR CITY, TN 377721476 | SECY/TRUSTEE | 3 | $0 |
| KAREN B JOHNS 1359 ZEPHER DRIVE, LENOIR CITY, TN 377721476 | TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID M BRETHEN 1359 ZEPHER DRIVE, LENOIR CITY, TN 377721476 | SECY/TRUSTEE | 3 | $0 |
| KAREN B JOHNS 1359 ZEPHER DRIVE, LENOIR CITY, TN 377721476 | TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID M BRETHEN 1359 ZEPHER DRIVE, LENOIR CITY, TN 377721476 | SECY/TRUSTEE | 3 | $8,000 |
| KAREN B JOHNS 1359 ZEPHER DRIVE, LENOIR CITY, TN 377721476 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1359 ZEPHER DR, LENOIR CITY, TN 37772-1476
- Signed the 990-PF
- DAVID BRETHEN, TRUSTEE
- Phone
- (937) 287-6906
- Return prepared by
- BARNES DENNIG & CO LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1213173
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $12,732,681
- Income (IRS master file)
- $14,776,300
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $1,116,773 | $815,770 | $12,732,681 | XML |
| 990-PF | October 2024 | $572,256 | $356,689 | $10,818,508 | IRS |
| 990-PF | October 2023 | $1,036,286 | $734,683 | $8,228,758 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1213173).
Questions about THE ROBERT H BRETHEN FOUNDATION
- What is the EIN of THE ROBERT H BRETHEN FOUNDATION?
- The employer identification number (EIN) of THE ROBERT H BRETHEN FOUNDATION is 31-1213173.
- Is THE ROBERT H BRETHEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to THE ROBERT H BRETHEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ROBERT H BRETHEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ROBERT H BRETHEN FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ROBERT H BRETHEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of THE ROBERT H BRETHEN FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE ROBERT H BRETHEN FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $1,116,773, expenses of $815,770 and total assets of $12,732,681 at year end.
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