Curtiss T & Mary G Brennan Foundation in Santa Fe, New Mexico (NM)

Curtiss T & Mary G Brennan Foundation
Employer Identification Number (EIN)	850364467
Name of Organization	Curtiss T & Mary G Brennan Foundation
Address	551 West Cordova Road 426, Santa Fe, NM 87505-1825
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	03/1990
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$500,000 to $999,999
Income	$1 to $9,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$715,829
Amount of Income	$9,826
Form 990 Revenue Amount	$4,400

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$6,216	$6,216	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$2,599
Dividends and interest from securities	$2,168
Gross rents	$0
Gross sales price for all assets	$5,059
Gross profit from sales of goods	$0
Other income	$0
Other	$1,449
Total expenses and disbursements	$40,831	$982	$0	$39,849
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$1,266
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$1,831	$982		$849
Contributions, gifts, grants paid	$39,000
Excess of revenue over expenses and disbursements	$-34,615
Net investment income		$5,234
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$791,119	$784,262	$750,444	$750,340	$715,829	$729,847
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$64,530		$64,530		$60,919
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$0		$0
Total liabilities	$0		$1		$1
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$791,119		$750,444		$715,829

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$0	$1,449
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$57	$47	$52
Total credits and payments	$280	$223	$176
Current year estimated tax payments and previous year's overpayment credited to current year	$280	$223	$176
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$0
Overpayment		$176	$124
Amount to be credited to next year's estimated tax	$223	$176	$124

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$798,591	$767,302	$740,094
Net value of noncharitable-use assets		$755,792	$728,993
Minimum investment return	$39,331	$37,790	$36,450

	2011	2012	2013
Distributable Amount
Distributable amount	$39,274	$37,743	$36,398

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$39,274	$37,743	$36,398
Undistributed income for this year. This amount must be distributed in the next year	$3,841	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$2,599	$0
Dividends and interest from securities	$2,168	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Curtiss T & Mary G Brennan Foundation to others? (optional)

Yes

Add photo of Curtiss T & Mary G Brennan Foundation (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (18.224.67.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Southwest Dog Club in Santa Fe, NM
Liminal Point Inc in Santa Fe, NM
Ruidoso Downs Racetrack Chaplaincy, Race Track Chapel in Ruidoso Downs, NM
Kinteel Residential Campus Inc, Aztec Dormitory Inc in Aztec, NM
San Juan Fly Fishing Federation in Farmington, NM
Provisional Government Of Santa Teresa, Pgost in Santa Teresa, NM
Families First Inc, Dolly Parton's Imagination Library Of Otero County in Alamogordo, NM
Chihene Nde Nation Of New Mexico in Las Cruces, NM
Rio Grande Basin Bat Project in Corrales, NM
Pet-A-Bulls Inc in Albuquerque, NM

Recently Added Reviews

Southwest Dog Club in Santa Fe, NM

Liminal Point Inc in Santa Fe, NM

Ruidoso Downs Racetrack Chaplaincy, Race Track Chapel in Ruidoso Downs, NM

Kinteel Residential Campus Inc, Aztec Dormitory Inc in Aztec, NM

San Juan Fly Fishing Federation in Farmington, NM

Provisional Government Of Santa Teresa, Pgost in Santa Teresa, NM

Families First Inc, Dolly Parton's Imagination Library Of Otero County in Alamogordo, NM

Chihene Nde Nation Of New Mexico in Las Cruces, NM

Rio Grande Basin Bat Project in Corrales, NM

Pet-A-Bulls Inc in Albuquerque, NM

Id	Name	Address	State	Established	Total Income
Other organizations in New Mexico
1	Crownpoint Family Harmony	PO BOX 647, Crownpoint, NM 87313	NM	1995-06	$171,107
2	Cruces Gymnastics Academy Inc	PO BOX 6694, Las Cruces, NM 88006-6694	NM	2015-03	$204,897
3	Cuatro Puertas	PO BOX 26824, Albuquerque, NM 87125-6824	NM	2003-04	$456,990
4	Cuba Research And Analysis Group	PO BOX 6510, Albuquerque, NM 87197-6510	NM	1999-03	$21,459
5	Cudd Foundation	PO BOX 1980, El Prado, NM 87529-1980	NM	1988-06	$544,843
6	Clnkids Inc	PO BOX 12786, Albuquerque, NM 87195-0786	NM	1988-10	$1,170,141
7	Cultural Center Of The Southwest	100 Sun Ave Ne Suite 210, Albuquerque, NM 87109	NM	2007-07	$0
8	Cumberland Cooperative Water Users Assn	PO BOX 1141, Roswell, NM 88202-1141	NM	1969-07	$142,844
9	Curry Resident Senior Meals Association	901 W 13th St, Clovis, NM 88101-5552	NM	1982-02	$429,020
10	Curt Thomas Sheck Foundation	3 Golden Feather Place, Santa Fe, NM 87508	NM	2005-07	$16,235
11	Curtiss T & Mary G Brennan Foundation	551 West Cordova Road 426, Santa Fe, NM 87505-1825	NM	1990-03	$9,826
12	Cuyamungue Institute, Cuyamungue The Felicitas D Goodman Institute	20-A Feathercatcher Road, Santa Fe, NM 87506	NM	1989-10	$25,355
13	Cynthia Smith Dacosta Foundation	23 Media Luna, Santa Fe, NM 87508-9504	NM	1997-05	$412,586
14	Dahlia Foundation In Light Inc	3 Abanico Rd, Santa Fe, NM 87508-8396	NM	1987-11	$27,740
15	Dairy Herd Improvement Association Of California, Eastern New Mexico	2933 Fred Daugherty Ave, Clovis, NM 88101-1621	NM	1965-03	$184,335
16	Dairy Producers Of New Mexico	PO BOX 6299, Roswell, NM 88202-6299	NM	1994-06	$722,494
17	Dallas Region Social Security District Management Association	2141 Summit Ct, Las Cruces, NM 88011-8238	NM	1970-12	$71,395
18	Dan E Brannin And Neva L Brannin Foundation	2 Verano Ln, Santa Fe, NM 87508-8895	NM	1998-04	$189,201
19	Dance Arts Los Alamos	111 Longview Drive, Los Alamos, NM 87544-3736	NM	1995-11	$266,315
20	Daniels Foundation Inc	300 N Linam St, Hobbs, NM 88240-8342	NM	1987-10	$11

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Curtiss T & Mary G Brennan Foundation and has no official or unofficial affiliation with Curtiss T & Mary G Brennan Foundation