Nonprofit · EIN 81-4680678
THE BROOKWOOD ENDOWMENT INC
Tax-exempt · BROOKSHIRE, TX 77423
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $5,275,532 | $1,277,759 | $3,997,773 | $121,006,619 | $166,236 | $120,840,383 |
| July 31, 2024 | 990 | $6,519,378 | $969,563 | $5,549,815 | $113,290,278 | $0 | $113,290,278 |
| July 31, 2023 | 990 | $4,137,588 | $1,406,062 | $2,731,526 | $97,632,834 | $0 | $97,632,834 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $5,328,352
- Net gain from sales of assets
- $27,424
- Other revenue
- -$52,820
Expenses
- Grants and similar amounts paid
- $1,238,162
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,238,162
- Management and general (functional)
- $39,597
Balance sheet and other
- Total assets, start of year
- $113,456,514
- Total assets, end of year
- $121,006,619
- Total liabilities, end of year
- $166,236
- Net assets, end of year
- $120,840,383
- Publicly traded securities
- $111,096,683
- Net assets without donor restrictions
- $68,996,419
- Net assets with donor restrictions
- $51,843,964
- Gross unrelated business income
- -$52,820
- Gross receipts
- $5,403,493
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2016
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Vivian Shudde | Director Trustee or director | 0.5 | $0 | $194,178 | $27,287 |
| Greg Hubert | Director Trustee or director | 0.5 | $0 | $137,348 | $7,776 |
| Yvonne Streit | Director Trustee or director | 0.5 | $0 | $121,395 | $5,686 |
| Brad Tucker | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Vita Goodell | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Peggy McGaughy | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| John Scales | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Nicholas Shum | Director Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended July 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Vivian Shudde | Director Trustee or director | 0.5 | $0 | $186,979 | $24,378 |
| Yvonne Streit | Director Trustee or director | 0.5 | $0 | $118,798 | $5,940 |
| Brad Tucker | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Vita Goodell | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Peggy McGaughy | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| John Scales | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Nicholas Shum | Director Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended July 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Vivian Shudde | Director Trustee or director | 0.5 | $0 | $180,640 | $21,642 |
| Yvonne Streit | Director Trustee or director | 0.5 | $0 | $109,862 | $0 |
| Brad Tucker | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Vita Goodell | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Peggy McGaughy | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| John Scales | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Nicholas Shum | Director Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1752 FM 1489 RD, BROOKSHIRE, TX 77423-8809
- Principal officer (990 for 2024)
- Greg Hubert, 1752 FM 1489 Rd, Brookshire, TX 774238809
- Signed the 990
- Brad Tucker, Board Chair
- Phone
- (281) 375-2100
- Return prepared by
- Blazek & Vetterling
Mission
Support The Brookwood Community, Inc. and The Briarwood School.
Program accomplishments
- The Brookwood Endowment, Inc. is organized to support the charitable, educational, scientific and/or religious purposes and activities of, The Brookwood Community, Inc. and The Briarwood School.Expenses $1,238,162 · grants $1,238,162
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 81-4680678
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2017
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B19)
- Assets (IRS master file)
- $121,006,619
- Income (IRS master file)
- $5,403,493
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $5,275,532 | $1,277,759 | $121,006,619 | XML |
| 990-T | July 2025 | – | – | – | IRS |
| 990 | July 2024 | $6,519,378 | $969,563 | $113,290,278 | XML |
| 990-T | July 2024 | – | – | – | IRS |
| 990 | July 2023 | $4,137,588 | $1,406,062 | $97,632,834 | XML |
| 990 | July 2022 | $10,745,267 | $1,694,040 | $94,110,059 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 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 81-4680678).
Questions about THE BROOKWOOD ENDOWMENT INC
- What is the EIN of THE BROOKWOOD ENDOWMENT INC?
- The employer identification number (EIN) of THE BROOKWOOD ENDOWMENT INC is 81-4680678.
- Is THE BROOKWOOD ENDOWMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to THE BROOKWOOD ENDOWMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does THE BROOKWOOD ENDOWMENT INC 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 THE BROOKWOOD ENDOWMENT INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BROOKWOOD ENDOWMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of THE BROOKWOOD ENDOWMENT INC?
- The 990 for the year ended July 31, 2025 names Greg Hubert.
- Who are the officers and directors of THE BROOKWOOD ENDOWMENT INC?
- The 990 for the year ended July 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does THE BROOKWOOD ENDOWMENT INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $5,275,532, expenses of $1,277,759 and total assets of $121,006,619 at year end.
Other nonprofits in BROOKSHIRE
- THE BROOKWOOD COMMUNITY INC EIN 74-1587672 · last filed 990 for 2025
- WILLIE MELTON ELEMENTARY PTO EIN 33-4848896 · last filed 990-EZ for 2025
- ROYAL ISD EDUCATION FOUNDATION EIN 81-4362701 · last filed 990-EZ for 2024
- ROYAL PK-1 PTO EIN 83-2515244 · last filed 990-N for 2025
- LATINO EMPOWERMENT FOR ACADEMICS AN D DEVELOPMENT INITIATIVE EIN 93-4590688 · last filed 990-PF for 2024
- FLIGHT CENTER EIN 81-5157011 · last filed 990-N for 2025
- BROOKWOOD REAL PROPERTY HOLDING COMPANY EIN 81-4641189 · last filed 990 for 2025
- FLY THROUGH IT GROUP EIN 88-3048158 · last filed 990-N for 2023