Nonprofit · EIN 56-6044358
AUBREY LEE BROOKS FOUNDATION
Tax-exempt · RALEIGH, NC 27604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,712,917 | $1,172,032 | $1,540,885 | $40,847,002 | $0 | $40,847,002 |
| June 30, 2024 | 990 | $1,396,166 | $1,240,137 | $156,029 | $37,786,129 | $0 | $37,786,129 |
| June 30, 2023 | 990 | $940,010 | $865,279 | $74,731 | $34,185,136 | $0 | $34,185,136 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $2,712,917
- Net gain from sales of assets
- $350,503
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $856,393
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $856,393
- Management and general (functional)
- $315,639
Balance sheet and other
- Total assets, start of year
- $37,786,129
- Total assets, end of year
- $40,847,002
- Total liabilities, end of year
- $0
- Net assets, end of year
- $40,847,002
- Publicly traded securities
- $40,454,423
- Net assets with donor restrictions
- $40,847,002
- Gross receipts
- $8,983,804
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1955
- State of legal domicile
- NC
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRILL M LYBROOK | TRUSTEE Trustee or director | 0 | $0 |
| HELEN E BROOKS | TRUSTEE Trustee or director | 0 | $0 |
| JAMES TAYLOR BROOKS JR | TRUSTEE Trustee or director | 0 | $0 |
| LEE ROBERTS | TRUSTEE Institutional trustee | 0 | $0 |
| MEREDITH R MCCULLEN | TRUSTEE Institutional trustee | 0 | $0 |
| JENNIFER HAYGOOD | TRUSTEE Institutional trustee | 0 | $0 |
| KEVIN HOWELL | TRUSTEE Institutional trustee | 0 | $0 |
| FRANKLIN D GILLIAM JR | TRUSTEE Institutional trustee | 0 | $0 |
| PETER HANS | TRUSTEE Institutional trustee | 0 | $0 |
| MARY SHUPING | SECRETARY & DIRECTOR Officer | 0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRILL M LYBROOK | TRUSTEE Trustee or director | 0 | $0 |
| HELEN E BROOKS | TRUSTEE Trustee or director | 0 | $0 |
| PHYLLIS BROOKS | TRUSTEE Trustee or director | 0 | $0 |
| JAMES TAYLOR BROOKS JR | TRUSTEE Trustee or director | 0 | $0 |
| LEE ROBERTS | TRUSTEE Institutional trustee | 0 | $0 |
| MEREDITH R MCCULLEN | TRUSTEE Institutional trustee | 0 | $0 |
| JENNIFER HAYGOOD | TRUSTEE Institutional trustee | 0 | $0 |
| WILLIAM R WOODSON | TRUSTEE Institutional trustee | 0 | $0 |
| FRANKLIN D GILLIAM JR | TRUSTEE Institutional trustee | 0 | $0 |
| PETER HANS | TRUSTEE Institutional trustee | 0 | $0 |
| ANDREA POOLE | SECRETARY & DIRECTOR Officer | 0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRILL M LYBROOK | TRUSTEE Trustee or director | 0 | $0 |
| HELEN E BROOKS | TRUSTEE Trustee or director | 0 | $0 |
| PHYLLIS BROOKS | TRUSTEE Trustee or director | 0 | $0 |
| JAMES TAYLOR BROOKS JR | TRUSTEE Trustee or director | 0 | $0 |
| KEVIN GUSKIEWICZ | TRUSTEE Institutional trustee | 0 | $0 |
| MEREDITH R MCCULLEN | TRUSTEE Institutional trustee | 0 | $0 |
| JENNIFER HAYGOOD | TRUSTEE Institutional trustee | 0 | $0 |
| WILLIAM R WOODSON | TRUSTEE Institutional trustee | 0 | $0 |
| FRANKLIN D GILLIAM JR | TRUSTEE Institutional trustee | 0 | $0 |
| PETER HANS | TRUSTEE Institutional trustee | 0 | $0 |
| ANDREA POOLE | SECRETARY & DIRECTOR Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3120 POPLARWOOD CT, RALEIGH, NC 27604-1007
- Principal officer (990 for 2024)
- MARY SHUPING, 3120 POPLARWOOD COURT, RALEIGH, NC 27604
- Signed the 990
- MARY SHUPING, EXECUTIVE DIRECTOR
- Phone
- (919) 549-8614
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
Mission
TO PROMOTE THE EDUCATION OF DESERVING YOUTH FROM A 14-COUNTY AREA OF NORTH CAROLINA BY PROVIDING SCHOLARSHIPS AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, NORTH CAROLINA STATE UNIVERSITY IN RALEIGH, OR THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO.
Program accomplishments
- PROVIDED 62 STUDENTS WITH SCHOLARSHIP FUNDS THROUGH THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, NORTH CAROLINA STATE UNIVERSITY IN RALEIGH, AND THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO.Expenses $856,393 · grants $856,393
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6044358
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $40,847,002
- Income (IRS master file)
- $8,983,804
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,712,917 | $1,172,032 | $40,847,002 | XML |
| 990 | June 2024 | $1,396,166 | $1,240,137 | $37,786,129 | IRS |
| 990 | June 2023 | $940,010 | $865,279 | $34,185,136 | XML |
| 990 | June 2022 | $2,696,989 | $1,177,276 | $32,037,449 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 56-6044358).
Questions about AUBREY LEE BROOKS FOUNDATION
- What is the EIN of AUBREY LEE BROOKS FOUNDATION?
- The employer identification number (EIN) of AUBREY LEE BROOKS FOUNDATION is 56-6044358.
- Is AUBREY LEE BROOKS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to AUBREY LEE BROOKS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does AUBREY LEE BROOKS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AUBREY LEE BROOKS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AUBREY LEE BROOKS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AUBREY LEE BROOKS FOUNDATION?
- The 990 for the year ended June 30, 2025 names MARY SHUPING.
- Who are the officers and directors of AUBREY LEE BROOKS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does AUBREY LEE BROOKS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,712,917, expenses of $1,172,032 and total assets of $40,847,002 at year end.
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