Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 27-6951581

BROCK FAMILY FOUNDATION

Also known as JANE E BROCK-WILSON TTEE

Tax-exempt · BOSTON, MA 02116

Financials

$652K$534K2023$1.9M$465K2024
Revenue Expenses · by fiscal year end
Financials of BROCK FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,904,204$464,508$1,439,696$6,935,188$0$6,935,188
December 31, 2023990-PF$652,346$533,582$118,764$5,490,690$0$5,490,690
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$8,450
Dividends
$363,899
Net gain from sales of assets
$1,531,790
Other income
$65

Expenses

Grants and similar amounts paid
$402,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$402,000
Excise tax on investment income
$26,138

Balance sheet and other

Total assets, start of year
$5,490,690
Total assets, end of year
$6,935,188
Total liabilities, end of year
$0
Net assets, end of year
$6,935,188
Fair market value of assets
$14,187,577
Qualifying distributions
$402,000
Net investment income
$1,895,714

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.

NameTitleHours / weekCompensation
JANE BROCK-WILSON
200 CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JANE BROCK-WILSON
200 CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116
TRUSTEE1$0

Address and contacts

Address (IRS master file)
200 CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116-5021
In care of
% CASTLE ROCK ADVISORS LLC
Signed the 990-PF
JANE BROCK-WILSON, TRUSTEE
Phone
(617) 316-6300
Return prepared by
MP 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-6951581
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)
$6,935,188
Income (IRS master file)
$2,950,258

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,904,204$464,508$6,935,188XML
990-TDecember 2024–––IRS
990-PFDecember 2023$652,346$533,582$5,490,690XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 27-6951581).

Questions about BROCK FAMILY FOUNDATION

What is the EIN of BROCK FAMILY FOUNDATION?
The employer identification number (EIN) of BROCK FAMILY FOUNDATION is 27-6951581.
Is BROCK FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to BROCK FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BROCK FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BROCK 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 BROCK 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 BROCK FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does BROCK FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,904,204, expenses of $464,508 and total assets of $6,935,188 at year end.

Other nonprofits in BOSTON

All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations