Nonprofit · EIN 26-1875447
BROOKSHIRE BROTHERS CHARITABLE FOUNDATION
Tax-exempt · LUFKIN, TX 75904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $392,644 | $151,229 | $241,415 | $2,170,689 | $121,560 | $2,049,129 |
| December 31, 2023 | 990 | $417,884 | $144,227 | $273,657 | $1,804,256 | $123,150 | $1,681,106 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $225,494
- Program service revenue
- $0
- Investment income
- $89,959
- Net gain from sales of assets
- $48,706
- Net income from fundraising events
- $77,191
- Other revenue
- $77,191
Expenses
- Grants and similar amounts paid
- $129,092
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,983
- Program services (functional)
- $129,092
- Management and general (functional)
- $22,137
Balance sheet and other
- Total assets, start of year
- $1,804,256
- Total assets, end of year
- $2,170,689
- Total liabilities, end of year
- $121,560
- Net assets, end of year
- $2,049,129
- Publicly traded securities
- $1,733,191
- Net assets without donor restrictions
- $2,049,129
- Gross receipts
- $682,371
- Employees
- 0
- Volunteers
- 25
- Year formed
- 2007
- State of legal domicile
- TX
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| John Alston | Director Trustee or director | 2 | $0 | $1,474,548 | $28,161 |
| Blaine McBride | Director Trustee or director | 2 | $0 | $88,111 | $14,798 |
| Trey Henderson | Director Trustee or director | 2 | $0 | $55,688 | $0 |
| Bob Insellman | Director Trustee or director | 2 | $0 | $0 | $0 |
| Sally Alvis | Chairman Trustee or director | 2 | $0 | $0 | $0 |
| Jeff Bates | Secretary - Start 12/24 Officer | 2 | $0 | $0 | $0 |
| Jule Fenley | Secretary - Term 12/24 Officer | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN ALSTON | DIRECTOR Trustee or director | 2 | $0 | $2,098,667 | $16,800 |
| CLAY OLIVER | TREASURER Trustee or director, Officer | 2 | $0 | $884,626 | $20,236 |
| JULE FENLEY | SECRETARY Officer | 2 | $0 | $513,756 | $16,800 |
| SALLY ALVIS | CHAIRMAN Trustee or director, Officer | 2 | $0 | $119,522 | $10,535 |
| SCOTT BERGER | FORMER DIRECTOR Trustee or director | 2 | $0 | $119,252 | $10,535 |
| BLAINE MCBRIDE | DIRECTOR Trustee or director | 2 | $0 | $88,549 | $13,982 |
| TREY HENDERSON | DIRECTOR Trustee or director | 2 | $0 | $74,250 | $0 |
| BOB INSELLMAN | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1201 ELLEN TROUT DR, LUFKIN, TX 75904-1233
- In care of
- % CARLA M GRIFFIN-MORGAN
- Principal officer (990 for 2024)
- Sally Alvis, 1201 Ellen Trout Dr, Lufkin, TX 75904
- Signed the 990
- Sally Alvis, Chairman
- Phone
- (936) 634-8155
- Return prepared by
- Forvis Mazars LLP
Mission
TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ORGANIZATIONS.
Program accomplishments
- THE BROOKSHIRE BROTHERS CHARITABLE FOUNDATION MADE CONTRIBUTIONS TO QUALIFIED ORGANIZATIONS FULFILLING OUR EXEMPT PURPOSE IN SUPPORTING CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL ORGANIZATIONS. THESE ORGANIZATIONS' OUTREACH IS EXPANDED TO A LARGE POPULATION OF PRIMARILY LUFKIN, NACOGDOCHES, AND THE EAST TEXAS AREA.Expenses $129,092 · grants $129,092
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 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1875447
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $2,170,689
- Income (IRS master file)
- $682,371
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $392,644 | $151,229 | $2,170,689 | IRS |
| 990 | December 2023 | $417,884 | $144,227 | $1,804,256 | XML |
| 990 | December 2022 | $418,860 | $104,622 | $1,373,861 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 26-1875447).
Questions about BROOKSHIRE BROTHERS CHARITABLE FOUNDATION
- What is the EIN of BROOKSHIRE BROTHERS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BROOKSHIRE BROTHERS CHARITABLE FOUNDATION is 26-1875447.
- Is BROOKSHIRE BROTHERS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BROOKSHIRE BROTHERS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BROOKSHIRE BROTHERS CHARITABLE 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 BROOKSHIRE BROTHERS CHARITABLE 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 BROOKSHIRE BROTHERS CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BROOKSHIRE BROTHERS CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 names Sally Alvis.
- Who are the officers and directors of BROOKSHIRE BROTHERS CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does BROOKSHIRE BROTHERS CHARITABLE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $392,644, expenses of $151,229 and total assets of $2,170,689 at year end.
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