Skip to main content

Nonprofit · EIN 04-2392828

JOHN L BRANDEGEE TRUST

Tax-exempt · PITTSBURGH, PA 15230

Financials

$467K$1.5M2023$1.3M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of JOHN L BRANDEGEE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,343,294$1,581,265-$237,971$27,151,715$0$27,151,715
December 31, 2023990$466,945$1,510,206-$1,043,261$27,348,555$0$27,348,555
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,254,244
Net gain from sales of assets
$617,600
Other revenue
$89,050

Expenses

Grants and similar amounts paid
$1,226,110
Compensation of officers, directors and key employees
$195,156
Salaries, compensation and benefits (total)
$195,156
Professional fundraising fees
$0
Legal fees
$15,430
Program services (functional)
$1,307,922
Management and general (functional)
$273,343

Balance sheet and other

Total assets, start of year
$27,348,555
Total assets, end of year
$27,151,715
Total liabilities, end of year
$0
Net assets, end of year
$27,151,715
Publicly traded securities
$26,970,052
Gross unrelated business income
-$6,471
Gross receipts
$7,823,130
Employees
0
Year formed
1969
State of legal domicile
MA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON N ACO-TRUSTEE
Institutional trustee
–$158,074
BINK GARRISONCO-TRUSTEE
Trustee or director
–$37,082
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
BNY MELLON N ACO-TRUSTEE
Institutional trustee
–$145,241
BINK GARRISONCO-TRUSTEE
Trustee or director
–$33,983

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% MELLON BANK N A
Signed the 990
MICHAEL STAGIS, VICE PRESIDENT
Phone
(617) 722-7772
Return prepared by
PWC US TAX LLP

Mission

THE BRANDEGEE JOHN TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATIONS - AMERICAN LEPROSY MISSIONS INTERNATIONAL AND DEERFIELD ACADEMY

990 for the year ended December 31, 2024

Program accomplishments

  • DEERFIELD ACADEMY, 7 BOYDEN LANE, DEERFIELD, MA 01342
    Expenses $980,888 · grants $980,888
  • AMERICAN LEPROSY MISSION INTERNATIONAL, ATTN: BEVERLY ELMORE - FINANCE, ONE ALM WAY, GREENVILLE, SC 29601-3060
    Expenses $245,222 · grants $245,222

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-2392828
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$27,151,715
Income (IRS master file)
$7,823,130

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,343,294$1,581,265$27,151,715XML
990-TDecember 2024–––IRS
990December 2023$466,945$1,510,206$27,348,555XML
990-TDecember 2023–––IRS
990December 2022$4,358,817$1,412,126$28,318,658IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––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 04-2392828).

Questions about JOHN L BRANDEGEE TRUST

What is the EIN of JOHN L BRANDEGEE TRUST?
The employer identification number (EIN) of JOHN L BRANDEGEE TRUST is 04-2392828.
Is JOHN L BRANDEGEE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to JOHN L BRANDEGEE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JOHN L BRANDEGEE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JOHN L BRANDEGEE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN L BRANDEGEE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of JOHN L BRANDEGEE TRUST?
The 990 for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $158,074 (BNY MELLON N A, CO-TRUSTEE).
How much revenue does JOHN L BRANDEGEE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,343,294, expenses of $1,581,265 and total assets of $27,151,715 at year end.

Other nonprofits in PITTSBURGH

All nonprofits in PITTSBURGH · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations