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Nonprofit · EIN 27-4004949

JERRY W BROCK FOUNDATION

Tax-exempt · TEMPE, AZ 85288

Financials

$777K$157K2023$227K$33K2024$329K$43K2025
Revenue Expenses · by fiscal year end
Financials of JERRY W BROCK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$328,791$42,809$285,982$3,800,917$0$3,800,917
December 31, 2024990-PF$226,796$33,141$193,655$3,518,638$0$3,518,638
December 31, 2023990-PF$776,711$157,024$619,687$3,324,378$0$3,324,378
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$35,000
Dividends
$78,676
Net gain from sales of assets
$215,115

Expenses

Grants and similar amounts paid
$28,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$28,500
Excise tax on investment income
$4,084

Balance sheet and other

Total assets, start of year
$3,518,638
Total assets, end of year
$3,800,917
Total liabilities, end of year
$0
Net assets, end of year
$3,800,917
Fair market value of assets
$4,802,289
Qualifying distributions
$28,500
Net investment income
$293,791

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
JERRY W BROCK
8629 S STANLEY PLACE, TEMPE, AZ 85284
PRESIDENT0.5$0
ALEXIS VOGEL
8629 S STANLEY PLACE, TEMPE, AZ 85281
VICE PRESIDENT0$0
BRADLEY STINOCHER
8629 S STANLEY PLACE, TEMPE, AZ 85281
SECRETARY/TREASURER0$0
KIRSTEN LUNDEL
8629 S STANLEY PLACE, TEMPE, AZ 85281
EXECUTIVE VICE-PRESIDENT0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JERRY W BROCK
8629 S STANLEY PLACE, TEMPE, AZ 85284
PRESIDENT0.5$0
ALEXIS VOGEL
8629 S STANLEY PLACE, TEMPE, AZ 85281
VICE PRESIDENT0$0
BRADLEY STINOCHER
8629 S STANLEY PLACE, TEMPE, AZ 85281
SECRETARY/TREASURER0$0
KIRSTEN LUNDEL
8629 S STANLEY PLACE, TEMPE, AZ 85281
EXECUTIVE VICE-PRESIDENT0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JERRY W BROCK
8629 S STANLEY PLACE, TEMPE, AZ 85284
PRESIDENT0.5$0
ALEXIS VOGEL
8629 S STANLEY PLACE, TEMPE, AZ 85281
VICE PRESIDENT0$0
BRADLEY STINOCHER
8629 S STANLEY PLACE, TEMPE, AZ 85281
SECRETARY/TREASURER0$0
KIRSTEN LUNDEL
8629 S STANLEY PLACE, TEMPE, AZ 85281
EXECUTIVE VICE-PRESIDENT0$0

Address and contacts

Address (IRS master file)
2150 E RIO SALADO PKWY, TEMPE, AZ 85288-3002
In care of
% JERRY W BROCK
Signed the 990-PF
JERRY W BROCK, PRESIDENT
Phone
(480) 968-2222
Return prepared by
MANSPERGER PATTERSON & MCMULLIN PLC

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
27-4004949
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,800,917
Income (IRS master file)
$328,791

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$328,791$42,809$3,800,917XML
990-PFDecember 2024$226,796$33,141$3,518,638XML
990-PFDecember 2023$776,711$157,024$3,324,378XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 27-4004949).

Questions about JERRY W BROCK FOUNDATION

What is the EIN of JERRY W BROCK FOUNDATION?
The employer identification number (EIN) of JERRY W BROCK FOUNDATION is 27-4004949.
Is JERRY W BROCK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to JERRY W BROCK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JERRY W BROCK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JERRY W BROCK 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 JERRY W BROCK 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 JERRY W BROCK FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JERRY W BROCK FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $328,791, expenses of $42,809 and total assets of $3,800,917 at year end.

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