2025-01-29T12:26:48-06:00 2024-06-30 581304721 LANIGAN & ASSOCIATES P C 314 GORDON AVENUE THOMASVILLE GA 31792 990 2023-07-01 582139834 BROOKWOOD ENDOWMENT INC BROO 2292268070 301 CARDINAL RIDGE ROAD THOMASVILLE GA 31792 PHILIP WATT PRESIDENT/SECRETARY 2292268070 2025-01-29 1 0 JOHN KEILLOR P01315239 2292268320 2023 2025-03-06 01:10:19Z PHILIP WATT 301 CARDINAL RIDGE ROAD THOMASVILLE GA 31792 12499845 0 X WWW.BROOKWOODSCHOOL.ORG/GIVING-BACK X 1994 GA TO ACQUIRE, MANAGE, AND INVEST AN ENDOWMENT FUND SUPPORTING BROOKWOOD SCHOOL, INC. 4 3 0 0 0 0 1690200 1820000 0 0 466264 943293 302 167 2156766 2763460 0 0 0 0 0 0 0 0 0 2176123 1809003 2176123 1809003 -19357 954457 36823626 42384494 0 0 36823626 42384494 THE BROOKWOOD ENDOWMENT FUND, INC. (ENDOWMENT) WAS INCORPORATED ON AUGUST 2, 1994 AS A 501(C)(3) SUPPORT FOUNDATION. THE ENDOWMENT WAS FORMED FOR THE PURPOSE OF ACQUIRING, MANAGING, AND INVESTING AN ENDOWMENT FUND AND SUPPORTING BROOKWOOD SCHOOL, INC. 0 0 1677203 BROOKWOOD ENDOWMENT FUND RECEIVES CONTRIBUTIONS FROM DONORS AND MAKES ANNUAL DISTRIBUTIONS TO BROOKWOOD SCHOOL, INC. 1677203 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 GA X MELISSA BREESE 2292268070 301 CARDINAL RIDGE ROAD THOMASVILLE GA 31792 X PHILIP WATT PRESIDENT/SECRETARY 1.00 X 0 0 0 BERNARD LANIGAN JR TREASURER 1.00 X 0 0 0 PAGE CROZER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1820000 1820000 511030 511030 10168648 9736385 432263 432263 432263 CLASS ACTION PROCEEDS 900099 167 167 167 2763460 943460 0 0 11740 11740 119180 119180 BROOKWOOD SCHOOL 1677203 1677203 TAXES AND FEES 880 880 1809003 1677203 131800 0 2924342 2581006 2344324 1680302 13859 305229 194385 31248531 37872220 1200 42722 36823626 42384494 0 0 X 36823626 42384494 36823626 42384494 36823626 42384494 954457 4606411 0 X X 0 1 X 1 0 X X 1 BROOKWOOD SCHOOL INC 581092697 2 1 1677203 0 1 1677203 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 432263 0 0 717896 511030 717896 943293 0 0 104710 115325 0 0 613186 827968 0 0 0 0 36823626 42384494 36823626 42384494 0 0 0 36823626 42384494 552354 635767 36271272 41748727 1269495 1461205 0 0 1269495 1461205 613186 521208 1269495 1269495 0 1269495 1677203 0 0 0 0 0 1677203 1677203 1269495 100.000000000000 1269495 0 1687202 1185401 1364523 0 2043773 6280899 0 1269495 417707 4593697 1677203 0 1677203 0 0 6270900 1185401 1364523 0 2043773 1677203 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36823626 1820000 5430691 1677203 12620 42384494 34293449 1665200 2936390 2043773 27640 36823626 40972575 1488490 -5042539 3105892 19185 34293449 30124934 1789179 10508062 1364523 85077 40972575 32726180 161209 -1479504 1185401 6374 30124934 0 0 0 X 7250691 4606411 4606411 2644280 119180 119180 2763460 1689823 0 1689823 119180 119180 1809003 PART V, LINE 4: BROOKWOOD ENDOWMENT WAS FORMED FOR THE PURPOSE OF ACQUIRING, MANAGING, AND INVESTING AN ENDOWMENT FUND SUPPORTING BROOKWOOD SCHOOL, INC. PART X, LINE 2: THE FASB ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM AN UNCERTAIN TAX POSITION TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. IF AN UNCERTAIN TAX POSITION MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD, THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE RECOGNIZED UPON ULTIMATE SETTLEMENT WITH THE TAXING AUTHORITY IS RECORDED. THE ENDOWMENT IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C) (3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THERE ARE NO TAX POSITIONS FOR WHICH A MATERIAL CHANGE IN ANY UNRECOGNIZED TAX BENEFIT LIABILITY IS REASONABLY POSSIBLE IN THE NEXT 12 MONTHS. THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE INCOME STATEMENT OR BALANCE SHEET. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE PREPARED FORM 990 IS PROVIDED TO BROOKWOOD ENDOWMENTS BOARD AT A REGULARLY SCHEDULED MEETING. THE TREASURER PRESENTS THE 990 TO THE FULL BOARD AT WHICH TIME THE 990 IS THEN VOTED ON AS TO THE FORMS COMPLETENESS AND ACCURACY. ONCE APPROVED THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 BROOKWOOD ENDOWMENT HOLDS ALL DOCUMENTATION WITHIN THE ORGANIZATION. THE INFORMATION IS MADE AVAILABLE ONLY UPON SPECIFIC REQUEST FOR THE DOCUMENTATION, ON-SITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS ACCOUNTING OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. BROOKWOOD SCHOOL INC CARDINAL RIDGE ROAD THOMASVILLE GA 31792 581092697 TO PROVIDE COLLEGE PREPARATORY EDUCATION TO THE STUDENTS ATTENDING GA 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 BROOKWOOD SCHOOL INC R 1677203 FINANCIAL STATEMENTS