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Nonprofit · EIN 27-1077512

BROOKE FOUNDATION

Tax-exempt · MOUNTAIN BRK, AL 35223

Financials

$18K$30K2023$15K$3K2024$17K$7K2025
Revenue Expenses · by fiscal year end
Financials of BROOKE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$17,490$7,044$10,446$1,809,814$0$1,809,814
December 31, 2024990-PF$15,121$3,387$11,734$1,667,050$0$1,667,050
December 31, 2023990-PF$18,017$30,073-$12,056$1,531,970$0$1,531,970
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$15,119
Other income
$2,371

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$197

Balance sheet and other

Total assets, start of year
$1,667,050
Total assets, end of year
$1,809,814
Total liabilities, end of year
$0
Net assets, end of year
$1,809,814
Fair market value of assets
$1,809,814
Net investment income
$15,119

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.

NameTitleHours / weekCompensation
F DIXON BROOKE JR
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/PRESIDENT0$0
DELL S BROOKE
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/CHAIRMAN0$0
F DIXON BROOKE III
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/TREASURER0$0
NELSON O'HARA BROOKE
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/VICE PRESIDENT0$0
CARTER BROOKE VANN
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/SECRETARY0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
F DIXON BROOKE JR
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/PRESIDENT0$0
DELL S BROOKE
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/CHAIRMAN0$0
F DIXON BROOKE III
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/TREASURER0$0
NELSON O'HARA BROOKE
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/VICE PRESIDENT0$0
CARTER BROOKE VANN
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/SECRETARY0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
F DIXON BROOKE JR
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/PRESIDENT0$0
DELL S BROOKE
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/CHAIRMAN0$0
F DIXON BROOKE III
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/TREASURER0$0
NELSON O'HARA BROOKE
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/VICE PRESIDENT0$0
CARTER BROOKE VANN
3204 FERNWAY ROAD, BIRMINGHAM, AL 35223
DIRECTOR/SECRETARY0$0

Address and contacts

Address (IRS master file)
3204 FERNWAY RD, MOUNTAIN BRK, AL 35223-1326
Signed the 990-PF
F DIXON BROOKE JR, PRESIDENT
Phone
(205) 980-6713
Return prepared by
BORLAND BENEFIELD PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-1077512
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
Assets (IRS master file)
$1,809,814
Income (IRS master file)
$17,490

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$17,490$7,044$1,809,814XML
990-PFDecember 2024$15,121$3,387$1,667,050XML
990-PFDecember 2023$18,017$30,073$1,531,970XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 27-1077512).

Questions about BROOKE FOUNDATION

What is the EIN of BROOKE FOUNDATION?
The employer identification number (EIN) of BROOKE FOUNDATION is 27-1077512.
Is BROOKE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to BROOKE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BROOKE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BROOKE 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 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 FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BROOKE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,490, expenses of $7,044 and total assets of $1,809,814 at year end.

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