Nonprofit · EIN 27-6180767
BROOKER CHARITABLE TRUST
Tax-exempt · MARIETTA, OH 45750
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $234,962 | $172,352 | $62,610 | $2,257,231 | $0 | $2,257,231 |
| December 31, 2024 | 990-PF | $175,060 | $151,972 | $23,088 | $2,194,626 | $0 | $2,194,626 |
| December 31, 2023 | 990-PF | $52,858 | $153,732 | -$100,874 | $2,172,193 | $0 | $2,172,193 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $86,337
- Net gain from sales of assets
- $148,625
Expenses
- Grants and similar amounts paid
- $131,037
- Compensation of officers, directors and key employees
- $35,211
- Disbursements for charitable purposes
- $149,256
- Excise tax on investment income
- $3,004
Balance sheet and other
- Total assets, start of year
- $2,194,626
- Total assets, end of year
- $2,257,231
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,257,231
- Fair market value of assets
- $3,445,007
- Qualifying distributions
- $149,256
- Net investment income
- $234,962
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 |
|---|---|---|---|
| PEOPLES BANK 138 PUTNAM STREET, MARIETTA, OH 45750 | TRUSTEE | 1 | $35,211 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 138 PUTNAM STREET, MARIETTA, OH 45750 | TRUSTEE | 1 | $33,338 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 138 PUTNAM STREET, MARIETTA, OH 45750 | TRUSTEE | 1 | $30,229 |
Address and contacts
- Address (IRS master file)
- 138 PUTNAM ST, MARIETTA, OH 45750-2923
- In care of
- % PEOPLES BANK NATL ASSOCIATION
- Signed the 990-PF
- KELLI PARKS, Officer
- Phone
- (740) 374-6107
- 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 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
- 27-6180767
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,257,231
- Income (IRS master file)
- $844,685
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $234,962 | $172,352 | $2,257,231 | IRS |
| 990-PF | December 2024 | $175,060 | $151,972 | $2,194,626 | IRS |
| 990-PF | December 2023 | $52,858 | $153,732 | $2,172,193 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 27-6180767).
Questions about BROOKER CHARITABLE TRUST
- What is the EIN of BROOKER CHARITABLE TRUST?
- The employer identification number (EIN) of BROOKER CHARITABLE TRUST is 27-6180767.
- Is BROOKER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to BROOKER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROOKER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROOKER CHARITABLE TRUST 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 BROOKER CHARITABLE TRUST 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 BROOKER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,211 (PEOPLES BANK, TRUSTEE).
- How much revenue does BROOKER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $234,962, expenses of $172,352 and total assets of $2,257,231 at year end.
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All nonprofits in MARIETTA · Ohio · Philanthropy, voluntarism and grantmaking foundations