Nonprofit · EIN 76-0594307
WILLIAM A BROOKSHIRE FOUNDATION
Tax-exempt · LAKEWAY, TX 78734
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,253,143 | $7,310,962 | $2,942,181 | $192,299,333 | $0 | $192,299,333 |
| December 31, 2023 | 990-PF | $4,687,900 | $5,026,578 | -$338,678 | $182,612,068 | $0 | $182,612,068 |
| December 31, 2022 | 990-PF | $130,952,021 | $4,376,369 | $126,575,652 | $170,279,273 | $0 | $170,279,273 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,273
- Dividends
- $2,793,427
- Interest
- $2,008,922
- Net gain from sales of assets
- $5,448,521
Expenses
- Grants and similar amounts paid
- $6,775,000
- Disbursements for charitable purposes
- $6,796,395
- Excise tax on investment income
- $125,062
Balance sheet and other
- Total assets, start of year
- $182,612,068
- Total assets, end of year
- $192,299,333
- Total liabilities, end of year
- $0
- Net assets, end of year
- $192,299,333
- Fair market value of assets
- $192,299,333
- Qualifying distributions
- $6,796,395
- Net investment income
- $10,048,966
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 |
|---|---|---|---|
| Lori Brookshire Garrison 2121 Lohman Crossing 504-415, Lakeway, TX 78734 | President | 8 | $0 |
| John Garrison 2121 Lohman Crossing 504-415, Lakeway, TX 78734 | Vice President | 15 | $0 |
| Dean Quinn 15150 Memorial Dr 6th Fl, Houston, TX 77079 | Secretary | 4 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori Brookshire Garrison 2121 Lohman Crossing 504-415, Lakeway, TX 78734 | President | 8 | $0 |
| John Garrison 2121 Lohman Crossing 504-415, Lakeway, TX 78734 | Vice President | 15 | $0 |
| Dean Quinn 15150 Memorial Dr 6th Fl, Houston, TX 77079 | Secretary | 4 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori Brookshire Garrison 2121 Lohman Crossing Ste 504-415, Lakeway, TX 78734 | President | 8 | $0 |
| John Garrison 2121 Lohman Crossing Ste 504-415, Lakeway, TX 78734 | Vice President | 15 | $0 |
| Dean Quinn 15150 Memorial Dr 6th Fl, Houston, TX 77079 | Secretary | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 2121 LOHMAN CROSSING STE 504-415, LAKEWAY, TX 78734-0000
- Signed the 990-PF
- Lori Garrison, President
- Phone
- (602) 699-4829
- Return prepared by
- Upkeepe
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
- 76-0594307
- 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 (T21)
- Assets (IRS master file)
- $192,299,333
- Income (IRS master file)
- $101,319,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,253,143 | $7,310,962 | $192,299,333 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,687,900 | $5,026,578 | $182,612,068 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $130,952,021 | $4,376,369 | $170,279,273 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 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 76-0594307).
Questions about WILLIAM A BROOKSHIRE FOUNDATION
- What is the EIN of WILLIAM A BROOKSHIRE FOUNDATION?
- The employer identification number (EIN) of WILLIAM A BROOKSHIRE FOUNDATION is 76-0594307.
- Is WILLIAM A BROOKSHIRE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WILLIAM A BROOKSHIRE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM A BROOKSHIRE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM A BROOKSHIRE 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 WILLIAM A BROOKSHIRE 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 WILLIAM A BROOKSHIRE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM A BROOKSHIRE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,253,143, expenses of $7,310,962 and total assets of $192,299,333 at year end.
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