Nonprofit · EIN 20-5818635
BROOKHILL FOUNDATION
Tax-exempt · MILWAUKEE, WI 53226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $7,170,964 | $4,675,790 | $2,495,174 | $13,680,444 | $0 | $13,680,444 |
| December 31, 2024 | 990-PF | $1,171,321 | $4,194,242 | -$3,022,921 | $11,185,270 | $0 | $11,185,270 |
| December 31, 2023 | 990-PF | $3,805,304 | $2,907,299 | $898,005 | $14,208,191 | $0 | $14,208,191 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $184,700
- Dividends
- $281,059
- Interest
- $39,452
- Net gain from sales of assets
- $6,664,573
- Other income
- $1,180
Expenses
- Grants and similar amounts paid
- $4,441,647
- Compensation of officers, directors and key employees
- $48,000
- Disbursements for charitable purposes
- $4,508,218
- Excise tax on investment income
- $96,167
Balance sheet and other
- Total assets, start of year
- $11,185,270
- Total assets, end of year
- $13,680,444
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,680,444
- Fair market value of assets
- $17,986,673
- Qualifying distributions
- $4,508,218
- Net investment income
- $6,985,084
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 |
|---|---|---|---|
| JAMES L MOHR 10361 INNOVATION DRIVE STE 150, MILWAUKEE, WI 53226 | EXEC DIRECTOR | 10.5 | $48,000 |
| MARCIA K PETERSON 10361 INNOVATION DRIVE STE 150, MILWAUKEE, WI 53226 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L MOHR 10361 INNOVATION DRIVE STE 150, MILWAUKEE, WI 53226 | EXEC DIRECTOR | 10.5 | $39,000 |
| MARCIA K PETERSON 10361 INNOVATION DRIVE STE 150, MILWAUKEE, WI 53226 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCIA K PETERSON 10361 INNOVATION DRIVE STE 150, MILWAUKEE, WI 53226 | Trustee | 0 | $0 |
| JAMES L MOHR 10361 INNOVATION DRIVE STE 150, MILWAUKEE, WI 53226 | EXEC DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10361 W INNOVATION DR STE 150, MILWAUKEE, WI 53226-0010
- Signed the 990-PF
- JAMES L MOHR, EXEC DIRECTOR
- Return prepared by
- Mohr CPAs LLP
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
- 20-5818635
- 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)
- $13,680,444
- Income (IRS master file)
- $10,294,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $7,170,964 | $4,675,790 | $13,680,444 | IRS |
| 990-PF | December 2024 | $1,171,321 | $4,194,242 | $11,185,270 | XML |
| 990-PF | December 2023 | $3,805,304 | $2,907,299 | $14,208,191 | 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 20-5818635).
Questions about BROOKHILL FOUNDATION
- What is the EIN of BROOKHILL FOUNDATION?
- The employer identification number (EIN) of BROOKHILL FOUNDATION is 20-5818635.
- Is BROOKHILL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BROOKHILL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROOKHILL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROOKHILL 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 BROOKHILL 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 BROOKHILL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $48,000 (JAMES L MOHR, EXEC DIRECTOR).
- How much revenue does BROOKHILL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,170,964, expenses of $4,675,790 and total assets of $13,680,444 at year end.
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