Nonprofit · EIN 35-2007869
RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC
Also known as COLEMAN E J TTEE
Tax-exempt · LEBANON, IN 46052
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $121,931 | $125,524 | -$3,593 | $813,060 | $0 | $813,060 |
| June 30, 2025 | 990-PF | $90,874 | $75,692 | $15,182 | $816,653 | $0 | $816,653 |
| June 30, 2024 | 990-PF | $53,982 | $91,011 | -$37,029 | $801,471 | $0 | $801,471 |
| June 30, 2022 | 990-PF | $96,597 | $74,961 | $21,636 | $861,086 | $0 | $861,086 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $25,194
- Net gain from sales of assets
- $96,737
Expenses
- Grants and similar amounts paid
- $113,000
- Compensation of officers, directors and key employees
- $3,000
- Disbursements for charitable purposes
- $113,000
- Excise tax on investment income
- $1,521
Balance sheet and other
- Total assets, start of year
- $816,653
- Total assets, end of year
- $813,060
- Total liabilities, end of year
- $0
- Net assets, end of year
- $813,060
- Fair market value of assets
- $1,090,304
- Qualifying distributions
- $113,000
- Net investment income
- $121,931
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen Richards 508 Glendale Drive, Lebanon, IN 46052 | Director | 1 | $1,000 |
| Claudia Trefz 7871 Sunset Lane, Indianapolis, IN 46260 | Director | 1 | $1,000 |
| Susan Lehmann 1618 Prairie Drive, Lebanon, IN 46052 | Director | 1 | $1,000 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen Richards 508 Glendale Drive, Lebanon, IN 46052 | Director | 1 | $1,000 |
| Claudia Trefz 7871 Sunset Lane, Indianapolis, IN 46260 | Director | 1 | $1,000 |
| Susan Lehmann 1618 Prairie Drive, Lebanon, IN 46052 | Director | 1 | $1,000 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen Richards 508 Glendale Drive, Lebanon, IN 46052 | Director | 1 | $1,000 |
| Claudia Trefz 7871 Sunset Lane, Indianapolis, IN 46260 | Director | 1 | $1,000 |
| Susan Lehmann 1618 Prairie Drive, Lebanon, IN 46052 | Director | 1 | $1,000 |
990-PF for the year ended June 30, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen Richards 508 Glendale Drive, Lebanon, IN 46052 | Director | 1 | $1,000 |
| Claudia Trefz 7871 Sunset Lane, Indianapolis, IN 46260 | Director | 1 | $1,000 |
| Susan Lehmann 1618 Prairie Drive, Lebanon, IN 46052 | Director | 1 | $1,000 |
Address and contacts
- Address (IRS master file)
- 508 GLENDALE DR, LEBANON, IN 46052-1918
- In care of
- % KAREN RICHARDS
- Signed the 990-PF
- KAREN RICHARDS, DIRECTOR
- Phone
- (765) 482-5333
- Return prepared by
- BRAD SCOTT CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-2007869
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $816,653
- Income (IRS master file)
- $165,087
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $121,931 | $125,524 | $813,060 | XML |
| 990-PF | June 2025 | $90,874 | $75,692 | $816,653 | XML |
| 990-PF | June 2024 | $53,982 | $91,011 | $801,471 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | $96,597 | $74,961 | $861,086 | XML |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 35-2007869).
Questions about RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC
- What is the EIN of RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC is 35-2007869.
- Is RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 3 received compensation from the organization, the highest $1,000 (Karen Richards, Director).
- How much revenue does RUTH E BROOKSHIRE CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $121,931, expenses of $125,524 and total assets of $813,060 at year end.
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