Nonprofit · EIN 27-0373823
BROOKE FAMILY FOUNDATION
Tax-exempt · MOUNTAIN BRK, AL 35223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $11,310 | $198,794 | -$187,484 | $181,144 | $0 | $181,144 |
| December 31, 2023 | 990-PF | -$1,076,945 | $172,689 | -$1,249,634 | $368,628 | $0 | $368,628 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,742
- Net gain from sales of assets
- $6,568
Expenses
- Grants and similar amounts paid
- $195,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $195,787
- Excise tax on investment income
- $115
Balance sheet and other
- Total assets, start of year
- $368,628
- Total assets, end of year
- $181,144
- Total liabilities, end of year
- $0
- Net assets, end of year
- $181,144
- Fair market value of assets
- $190,729
- Qualifying distributions
- $195,787
- Net investment income
- $11,310
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM W BROOKE SR 2308 COUNTRY CLUB PLACE, BIRMINGHAM, AL 35223 | DIRECTOR | 0.5 | $0 |
| MARGARET W BROOKE 2308 COUNTRY CLUB PLACE, BIRMINGHAM, AL 35223 | DIRECTOR | 0.5 | $0 |
| WILLIAM W BROOKE JR 2308 COUNTRY CLUB PLACE, BIRMINGHAM, AL 35223 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM W BROOKE SR 2308 COUNTRY CLUB PLACE, BIRMINGHAM, AL 35223 | DIRECTOR | 0.5 | $0 |
| MARGARET W BROOKE 2308 COUNTRY CLUB PLACE, BIRMINGHAM, AL 35223 | DIRECTOR | 0.5 | $0 |
| WILLIAM W BROOKE JR 2308 COUNTRY CLUB PLACE, BIRMINGHAM, AL 35223 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2308 COUNTRY CLUB PL, MOUNTAIN BRK, AL 35223-1123
- Signed the 990-PF
- WILL BROOKE, DIRECTOR
- Phone
- (205) 987-5612
- Return prepared by
- WARREN AVERETT LLC
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 | Not 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
- 27-0373823
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $181,144
- Income (IRS master file)
- $11,310
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $11,310 | $198,794 | $181,144 | IRS |
| 990-PF | December 2023 | -$1,076,945 | $172,689 | $368,628 | IRS |
| 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 27-0373823).
Questions about BROOKE FAMILY FOUNDATION
- What is the EIN of BROOKE FAMILY FOUNDATION?
- The employer identification number (EIN) of BROOKE FAMILY FOUNDATION is 27-0373823.
- Is BROOKE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BROOKE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROOKE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROOKE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROOKE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BROOKE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does BROOKE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $11,310, expenses of $198,794 and total assets of $181,144 at year end.
Other nonprofits in MOUNTAIN BRK
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- NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC EIN 26-1917492 · last filed 990 for 2025
- FEATHERINGILL FOUNDATION EIN 72-1374097 · last filed 990-PF for 2025
- PINEBLOOM FAMILY FOUNDATION EIN 84-4049129 · last filed 990-PF for 2024
- HARRIS CHARITABLE FOUNDATION EIN 33-1996937 · last filed 990-PF for 2025
- THOMPSON FAMILY FOUNDATION EIN 27-1522154 · last filed 990-PF for 2025
- WORTHEY FAMILY FOUNDATION EIN 20-2737403 · last filed 990-PF for 2025
- BURROW FOUNDATION EIN 63-1274662 · last filed 990-PF for 2025
All nonprofits in MOUNTAIN BRK · Alabama · Philanthropy, voluntarism and grantmaking foundations