Nonprofit · EIN 20-3224551
BROOKE KIRBY LINDSAY FOUNDATION
Tax-exempt · SAN JUAN CAPO, CA 92675
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $171,457 | $195,879 | -$24,422 | $2,484,249 | $0 | $2,484,249 |
| December 31, 2024 | 990-PF | $132,312 | $113,810 | $18,502 | $2,495,827 | $0 | $2,495,827 |
| December 31, 2023 | 990-PF | $5,327 | $130,903 | -$125,576 | $2,462,811 | $0 | $2,462,811 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $52,967
- Interest
- $2
- Net gain from sales of assets
- $118,488
Expenses
- Grants and similar amounts paid
- $137,000
- Compensation of officers, directors and key employees
- $40,000
- Disbursements for charitable purposes
- $140,325
- Excise tax on investment income
- $2,167
Balance sheet and other
- Total assets, start of year
- $2,495,827
- Total assets, end of year
- $2,484,249
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,484,249
- Fair market value of assets
- $3,313,149
- Qualifying distributions
- $140,325
- Net investment income
- $171,457
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 |
|---|---|---|---|
| KRISTY H LINDSAY 29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675 | President | 1.5 | $40,000 |
| SAM G LINDSAY 29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675 | Treasurer | 1 | $0 |
| MATT LINDSAY 29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675 | Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTY H LINDSAY 29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675 | President | 1.5 | $0 |
| SAM G LINDSAY 29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675 | Treasurer | 1 | $0 |
| MATT LINDSAY 29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675 | Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTY H LINDSAY 29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675 | President | 1.5 | $0 |
| SAM G LINDSAY 29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675 | Treasurer | 1 | $0 |
| MATT LINDSAY 29901 HILLSIDE TERRACE, SAN JUAN CAPISTRANO, CA 92675 | Secretary | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 29901 HILLSIDE TER, SAN JUAN CAPO, CA 92675-1535
- In care of
- % KRISTY H LINDSAY
- Signed the 990-PF
- SAM G LINDSAY, Treasurer
- Phone
- (949) 233-3294
- Return prepared by
- Pelletier & Leo LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-3224551 or by the name BROOKE KIRBY LINDSAY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 20-3224551
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,484,249
- Income (IRS master file)
- $300,086
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $171,457 | $195,879 | $2,484,249 | XML |
| 990-PF | December 2024 | $132,312 | $113,810 | $2,495,827 | XML |
| 990-PF | December 2023 | $5,327 | $130,903 | $2,462,811 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 20-3224551).
Questions about BROOKE KIRBY LINDSAY FOUNDATION
- What is the EIN of BROOKE KIRBY LINDSAY FOUNDATION?
- The employer identification number (EIN) of BROOKE KIRBY LINDSAY FOUNDATION is 20-3224551.
- Is BROOKE KIRBY LINDSAY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BROOKE KIRBY LINDSAY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROOKE KIRBY LINDSAY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROOKE KIRBY LINDSAY FOUNDATION 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 BROOKE KIRBY LINDSAY FOUNDATION 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 BROOKE KIRBY LINDSAY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $40,000 (KRISTY H LINDSAY, President).
- How much revenue does BROOKE KIRBY LINDSAY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $171,457, expenses of $195,879 and total assets of $2,484,249 at year end.
Other nonprofits in SAN JUAN CAPO
- OCONNELL FAM FOUNDATION TR EIN 47-6265357 · last filed 990-PF for 2024
- RESERVE CONNECTION EIN 46-2730832 · last filed 990 for 2024
- RIGHTSPACE STORAGE FOUNDATION EIN 83-2722690 · last filed 990-PF for 2025
- OLIVE BRANCH PROJECT INC EIN 20-5730023 · last filed 990-EZ for 2025
- ROBERT P AND NANCY J KING FOUNDATION EIN 20-2113815 · last filed 990-PF for 2025
- ST PIERRE FOUNDATION EIN 47-0879863 · last filed 990-PF for 2025
- ROBERT & LOIS ATHERTON FOUNDATION EIN 33-0853742 · last filed 990-PF for 2025
- MEMORYGIFT EIN 91-2029023 · last filed 990-N for 2023
All nonprofits in SAN JUAN CAPO · California · Philanthropy, voluntarism and grantmaking foundations