Nonprofit · EIN 04-6785966
HENRY BROOKS SR TRUST C
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $404,414 | $303,987 | $100,427 | $3,964,546 | $0 | $3,964,546 |
| December 31, 2024 | 990-PF | $359,361 | $249,682 | $109,679 | $3,863,008 | $0 | $3,863,008 |
| December 31, 2023 | 990-PF | $64,226 | $191,319 | -$127,093 | $3,757,111 | $0 | $3,757,111 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $104,636
- Net gain from sales of assets
- $299,778
Expenses
- Grants and similar amounts paid
- $240,000
- Compensation of officers, directors and key employees
- $52,568
- Disbursements for charitable purposes
- $261,597
- Excise tax on investment income
- $5,088
Balance sheet and other
- Total assets, start of year
- $3,863,008
- Total assets, end of year
- $3,964,546
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,964,546
- Fair market value of assets
- $4,752,400
- Qualifying distributions
- $261,597
- Net investment income
- $402,915
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $43,807 |
| VIRGINIA A KAVANAUGH 89 PICKERING ST, DANVERS, MA 01923 | CO-TRUSTEE | 1 | $8,761 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $41,329 |
| VIRGINIA A KAVANAUGH 89 PICKERING ST, DANVERS, MA 01923 | CO-TRUSTEE | 1 | $8,266 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $37,052 |
| VIRGINIA A KAVANAUGH 89 PICKERING ST, DANVERS, MA 01923 | CO-TRUSTEE | 1 | $7,410 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET BANK OF MASS NA TTEE
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6785966
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00I)
- Assets (IRS master file)
- $3,964,546
- Income (IRS master file)
- $875,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $404,414 | $303,987 | $3,964,546 | IRS |
| 990-PF | December 2024 | $359,361 | $249,682 | $3,863,008 | XML |
| 990-PF | December 2023 | $64,226 | $191,319 | $3,757,111 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 04-6785966).
Questions about HENRY BROOKS SR TRUST C
- What is the EIN of HENRY BROOKS SR TRUST C?
- The employer identification number (EIN) of HENRY BROOKS SR TRUST C is 04-6785966.
- Is HENRY BROOKS SR TRUST C tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HENRY BROOKS SR TRUST C tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY BROOKS SR TRUST C file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY BROOKS SR TRUST C due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY BROOKS SR TRUST C last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HENRY BROOKS SR TRUST C?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $43,807 (BANK OF AMERICA, TRUSTEE).
- How much revenue does HENRY BROOKS SR TRUST C have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $404,414, expenses of $303,987 and total assets of $3,964,546 at year end.
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