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Nonprofit · EIN 62-6369585

BROOKE-MCCARRAGHER FOUNDATION TR

Also known as BROOKE PAUL A ET AL TTEE

Tax-exempt · TUXEDO PARK, NY 10987

Financials

$453K$69K2025
Revenue Expenses · by fiscal year end
Financials of BROOKE-MCCARRAGHER FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$453,428$68,736$384,692$971,913$0$971,913
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$21,940
Net gain from sales of assets
$429,630
Other income
$1,858

Expenses

Grants and similar amounts paid
$41,875
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$64,418
Excise tax on investment income
$6,048

Balance sheet and other

Total assets, start of year
$587,221
Total assets, end of year
$971,913
Total liabilities, end of year
$0
Net assets, end of year
$971,913
Fair market value of assets
$3,024,929
Qualifying distributions
$64,418
Net investment income
$451,573

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
PAUL A BROOKE
34 EAST LAKE, TUXEDO PARK, NY 10987
PRESIDENT1$0
ANNA BROOKE
C/O PAUL BROOKE 34 EAST LAKE ROAD, TUXEDO PARK, NY 10987
TRUSTEE1$0
JOSEPH BROOKE
C/O PAUL BROOKE 34 EAST LAKE ROAD, TUXEDO PARK, NY 10987
TRUSTEE1$0
ELISA GILBERT
C/O PAUL BROOKE 34 EAST LAKE ROAD, TUXEDO PARK, NY 10987
TRUSTEE1$0

Address and contacts

Address (IRS master file)
34 E LAKE RD, TUXEDO PARK, NY 10987-4237
In care of
% PAUL A BROOKE
Signed the 990-PF
PAUL A BROOKE, PRESIDENT
Phone
(516) 874-8800
Return prepared by
FRANKEL LOUGHRAN STARR & VALLONE LLP

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
62-6369585
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$971,913
Income (IRS master file)
$540,197

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$60,630$193,127$560,690IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about BROOKE-MCCARRAGHER FOUNDATION TR

What is the EIN of BROOKE-MCCARRAGHER FOUNDATION TR?
The employer identification number (EIN) of BROOKE-MCCARRAGHER FOUNDATION TR is 62-6369585.
Is BROOKE-MCCARRAGHER FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to BROOKE-MCCARRAGHER FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BROOKE-MCCARRAGHER FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BROOKE-MCCARRAGHER FOUNDATION TR 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 BROOKE-MCCARRAGHER FOUNDATION TR 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 BROOKE-MCCARRAGHER FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does BROOKE-MCCARRAGHER FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $453,428, expenses of $68,736 and total assets of $971,913 at year end.

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