Nonprofit · EIN 63-1228713
JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC
Tax-exempt · ENTERPRISE, AL 36331
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $75,914 | $56,029 | $19,885 | $442,258 | $0 | $442,258 |
| December 31, 2024 | 990-PF | $59,166 | $55,904 | $3,262 | $411,271 | $0 | $411,271 |
| December 31, 2023 | 990-PF | $46,847 | $45,255 | $1,592 | $385,571 | $0 | $385,571 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,237
- Dividends
- $1,836
- Interest
- $73
- Net gain from sales of assets
- $29,308
- Other income
- $42,460
Expenses
- Grants and similar amounts paid
- $27,350
- Disbursements for charitable purposes
- $27,350
- Excise tax on investment income
- $434
Balance sheet and other
- Total assets, start of year
- $411,271
- Total assets, end of year
- $442,258
- Total liabilities, end of year
- $0
- Net assets, end of year
- $442,258
- Fair market value of assets
- $582,329
- Qualifying distributions
- $27,350
- Net investment income
- $31,217
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT W HELMS PO BOX 311545, Enterprise, AL 36330 | TREASURER | 0 | $0 |
| CHARLIE BROWN 550 COUNTY ROAD 558, Enterprise, AL 36330 | VICE PRESIDENT | 0 | $0 |
| AARON JONES 221 AARON DRIVE, Enterprise, AL 36330 | PRESIDENT | 0 | $0 |
| MARY SUE CAIN 204 INGLEWOOD DRIVE, Enterprise, AL 36330 | SECRETARY | 0 | $0 |
| OLIVIA POOLE 103 GRAYSON DRIVE, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| HILLMAN BROWN 101 WINDCREEK WAY, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| MATT JORDAN 682 COUNTY ROAD 712, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| AMY DESHAZO 304 S OAK RIDGE DR, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| DANNY DICUS 201 AARON DRIVE, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| MISTY TINDOL 608 PEBBLE CREEK LANE, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| APRIL WISE 206 DAUPHIN STREET, Enterprise, AL 36330 | BOARD OF DRIRECTORES | 0 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT W HELMS PO BOX 311545, Enterprise, AL 36330 | TREASURER | 0 | $0 |
| CHARLIE BROWN 550 COUNTY ROAD 558, Enterprise, AL 36330 | VICE PRESIDENT | 0 | $0 |
| AARON JONES 221 AARON DRIVE, Enterprise, AL 36330 | PRESIDENT | 0 | $0 |
| MARY SUE CAIN 204 INGLEWOOD DRIVE, Enterprise, AL 36330 | SECRETARY | 0 | $0 |
| OLIVIA POOLE 103 GRAYSON DRIVE, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| MINDY COLLIER 105 ELM STREET, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| HILLMAN BROWN 101 WINDCREEK WAY, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| MATT JORDAN 682 COUNTY ROAD 712, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| ROBBIN THOMPSON 306 SOUTH MAIN STREET, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| JOHN RYAN 200 CLUB WAY, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| APRIL WISE 206 DAUPHIN DRIVE, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB HELMS PO BOX 311545, Enterprise, AL 36330 | TREASURER | 0 | $0 |
| OLIVIA POOLE 206 DAUPHIN ST, Enterprise, AL 36330 | VICE PRESIDENT | 0 | $0 |
| AMY DESHAZO 304 S OAK RIDGE DRIVE, Enterprise, AL 36330 | PRESIDENT | 0 | $0 |
| MARY SUE CAIN 204 INGLEWOOD DRIVE, Enterprise, AL 36330 | SECRETARY | 0 | $0 |
| KIM FRAZIER 221 JASMINE CIR, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| MINDY COLLIER 105 ELM STREET, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| DANNY DICUS 201 AARON DR, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| KELSIE JENNINGS 203 DALEVILLE AVE, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| AARON JONES 107 LAKESHORE DRIVE, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| JOHN RYAN 141 CODY DRIVE, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
| APRIL WISE 117 CLUB WAY, Enterprise, AL 36330 | BOARD OF DIRECTORS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 311545, ENTERPRISE, AL 36331-1545
- In care of
- % ROBERT HELMS
- Signed the 990-PF
- ROBERT HELMS, TREASURER
- Phone
- (334) 406-7040
- Return prepared by
- DREWERY ACCOUNTING
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 | 990-PF 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
- 63-1228713
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $442,258
- Income (IRS master file)
- $100,861
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $75,914 | $56,029 | $442,258 | XML |
| 990-PF | December 2024 | $59,166 | $55,904 | $411,271 | XML |
| 990-PF | December 2023 | $46,847 | $45,255 | $385,571 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 63-1228713).
Questions about JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC
- What is the EIN of JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC?
- The employer identification number (EIN) of JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC is 63-1228713.
- Is JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC 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 JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC 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 JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does JERRY B BRUNSON ENTERPRISE ROTARY CLUB FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $75,914, expenses of $56,029 and total assets of $442,258 at year end.
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