Nonprofit · EIN 38-3202330
THE BROOKBY FOUNDATION
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,247,487 | $3,829,453 | -$2,581,966 | $30,658,999 | $0 | $30,658,999 |
| December 31, 2023 | 990-PF | $1,762,140 | $3,466,961 | -$1,704,821 | $33,383,492 | $0 | $33,383,492 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,123,974
- Net gain from sales of assets
- $120,305
- Other income
- $3,208
Expenses
- Grants and similar amounts paid
- $3,464,606
- Compensation of officers, directors and key employees
- $60,000
- Salaries, compensation and benefits (total)
- $46,013
- Disbursements for charitable purposes
- $3,619,178
- Excise tax on investment income
- $14,798
Balance sheet and other
- Total assets, start of year
- $33,383,492
- Total assets, end of year
- $30,658,999
- Total liabilities, end of year
- $0
- Net assets, end of year
- $30,658,999
- Fair market value of assets
- $52,712,934
- Qualifying distributions
- $3,619,178
- Net investment income
- $1,244,289
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 | Other / benefits |
|---|---|---|---|---|
| DANIEL GREENEY 1313 N Franklin Place, Unit 2002, MILWAUKEE, WI 53202 | MANAGING DIRECTOR | 40 | $60,000 | $0 |
| NICOLE LIGHTWINE 1313 N FRANKLIN PLACE, MILWAUKEE, WI 53202 | PROGRAM OFFICER Highest-paid employee | 25 | $46,013 | $20,400 |
| WENDY GREENEY 1313 N Franklin Place, Unit 2002, MILWAUKEE, WI 53202 | PRESIDENT/SECRETARY | 5 | $0 | $0 |
| PAUL GREENEY 1313 N Franklin Place, Unit 2002, MILWAUKEE, WI 53202 | VICE PRESIDENT/TREASURER | 30 | $0 | $0 |
| JONATHAN GREENEY 1313 N Franklin Place, Unit 2002, MILWAUKEE, WI 53202 | BOARD TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL GREENEY 1313 N Franklin Place, Unit 2002, MILWAUKEE, WI 53202 | MANAGING DIRECTOR | 40 | $60,000 | $0 |
| NICOLE LIGHTWINE 3835 E LUNHAM AVE, CUDAHY, WI 53110 | PROGRAM OFFICER Highest-paid employee | 22 | $42,042 | $18,000 |
| WENDY GREENEY 1313 N Franklin Place, Unit 2002, MILWAUKEE, WI 53202 | PRESIDENT/SECRETARY | 1 | $0 | $0 |
| PAUL GREENEY 1313 N Franklin Place, Unit 2002, MILWAUKEE, WI 53202 | VICE PRESIDENT/TREASURER | 30 | $0 | $0 |
| JONATHAN GREENEY 1313 N Franklin Place, Unit 2002, MILWAUKEE, WI 53202 | BOARD TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1313 N FRANKLIN PL APT 2002, MILWAUKEE, WI 53202-2989
- In care of
- % KELLY JORGENSEN
- Signed the 990-PF
- WENDY GREENEY, PRESIDENT
- Phone
- (262) 478-0629
- Return prepared by
- BDO USA
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
- 38-3202330
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $30,658,999
- Income (IRS master file)
- $3,740,672
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,247,487 | $3,829,453 | $30,658,999 | IRS |
| 990-PF | December 2023 | $1,762,140 | $3,466,961 | $33,383,492 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 38-3202330).
Questions about THE BROOKBY FOUNDATION
- What is the EIN of THE BROOKBY FOUNDATION?
- The employer identification number (EIN) of THE BROOKBY FOUNDATION is 38-3202330.
- Is THE BROOKBY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to THE BROOKBY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BROOKBY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BROOKBY 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 THE BROOKBY 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 THE BROOKBY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $60,000 (DANIEL GREENEY, MANAGING DIRECTOR).
- How much revenue does THE BROOKBY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,247,487, expenses of $3,829,453 and total assets of $30,658,999 at year end.
Other nonprofits in MILWAUKEE
- GREATER MILWAUKEE FOUNDATION INC EIN 39-6036407 · last filed 990 for 2024
- BRADLEY IMPACT FUND INC EIN 45-4678325 · last filed 990 for 2024
- ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST EIN 47-1295073 · last filed 990-PF for 2025
- ISABEL BADER 2021 CHARITABLE TR EIN 88-6725502 · last filed 990-PF for 2024
- LYNDE AND HARRY BRADLEY FOUNDATION INC EIN 39-6037928 · last filed 990-PF for 2024
- U S BANCORP FOUNDATION EIN 41-1359579 · last filed 990-PF for 2024
- UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC EIN 39-0806190 · last filed 990 for 2025
- RDK FOUNDATION EIN 39-1524311 · last filed 990-PF for 2025
All nonprofits in MILWAUKEE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations