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Nonprofit · EIN 65-0118628

KATHLEEN S BROOKS FAMILY FOUNDATION INC

Tax-exempt · ORLANDO, FL 32891

Financials

$314K$188K2021$70K$210K2022$48K$98K2023$223K$203K2024
Revenue Expenses · by fiscal year end
Financials of KATHLEEN S BROOKS FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$222,742$202,905$19,837$2,979,561$0$2,979,561
April 30, 2024990-PF$47,820$97,614-$49,794$2,960,220$0$2,960,220
April 30, 2023990-PF$69,631$209,885-$140,254$3,010,570$0$3,010,570
April 30, 2022990-PF$314,369$188,496$125,873$3,151,846$0$3,151,846
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$77,925
Net gain from sales of assets
$144,817

Expenses

Grants and similar amounts paid
$174,000
Disbursements for charitable purposes
$193,281
Excise tax on investment income
$2,971

Balance sheet and other

Total assets, start of year
$2,960,220
Total assets, end of year
$2,979,561
Total liabilities, end of year
$0
Net assets, end of year
$2,979,561
Fair market value of assets
$3,280,567
Qualifying distributions
$193,281
Net investment income
$222,742

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN P SHORT JR
229 W 109TH ST APT 62, NEW YORK, NY 10025
DIRECTOR1$0
CHAD KIA
229 W 109TH ST APT 62, NEW YORK, NY 10025
PRESIDENT1$0
JENNIFER S POOLE
612 19TH AVE W, PALMETTO, FL 34221
DIRECTOR1$0
990-PF for the year ended April 30, 2024: 3 people
NameTitleHours / weekCompensation
JOHN P SHORT JR
229 W 109TH ST APT 62, NEW YORK, NY 10025
DIRECTOR1$0
CHAD KIA
229 W 109TH ST APT 62, NEW YORK, NY 10025
PRESIDENT1$0
JENNIFER S POOLE
612 19TH AVE W, PALMETTO, FL 34221
DIRECTOR1$0
990-PF for the year ended April 30, 2023: 1 people
NameTitleHours / weekCompensation
MR JOHN SHORT
585 WHITE CIRCLE 30, ATHENS, GA 30605
TRUSTEE1$0
990-PF for the year ended April 30, 2022: 1 people
NameTitleHours / weekCompensation
MR JOHN SHORT
585 WHITE CIRCLE 30, ATHENS, GA 30605
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
Signed the 990-PF
CHAD KIA, PRESIDENT
Phone
(804) 273-7445
Return prepared by
ERNST & YOUNG US 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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
65-0118628
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
1989
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$2,979,561
Income (IRS master file)
$622,184

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$222,742$202,905$2,979,561XML
990-PFApril 2024$47,820$97,614$2,960,220XML
990-PFApril 2023$69,631$209,885$3,010,570XML
990-PFApril 2022$314,369$188,496$3,151,846XML
990-PFApril 2021–––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 65-0118628).

Questions about KATHLEEN S BROOKS FAMILY FOUNDATION INC

What is the EIN of KATHLEEN S BROOKS FAMILY FOUNDATION INC?
The employer identification number (EIN) of KATHLEEN S BROOKS FAMILY FOUNDATION INC is 65-0118628.
Is KATHLEEN S BROOKS FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to KATHLEEN S BROOKS FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KATHLEEN S BROOKS FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of KATHLEEN S BROOKS FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KATHLEEN S BROOKS FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of KATHLEEN S BROOKS FAMILY FOUNDATION INC?
The 990-PF for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does KATHLEEN S BROOKS FAMILY FOUNDATION INC have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $222,742, expenses of $202,905 and total assets of $2,979,561 at year end.

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