BROOKS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS FAMILY FOUNDATION (EIN 43-1908197)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-18
- IRS object ID
- 202403239349100815
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Investments Land Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-18T12:05:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERRY WINFIEL TAX SERVICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 N SPRINGFIELD AVE | AddressLine1Txt |
| City | BOLIVAR | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 656131644 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431908197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Brooks Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 Douglas CO Kristopher N Brooks | AddressLine1Txt |
| City | SAINT JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristopher N Brooks | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8168825552 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS M BRIER CPA | PreparerPersonNm |
| PTIN | P01546298 | PTIN |
| Phone | 4173263326 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,437 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $225 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,082 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,615 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $974 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $487 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,090 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,128 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,087 | CashBOYAmt |
| Cash EOY | $393 | CashEOYAmt |
| Cash EOYFMV | $393 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $98,040 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $94,989 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $98,040 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $95,044 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $103,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,433 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,437 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $103,076 | CapitalStockBOYAmt |
| Capital Stock EOY | $98,433 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,076 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,433 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,076 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,643 | ExcessRevenueOverExpensesAmt |
| Subtotal | $98,433 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $98,433 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30 | SubtotalAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $30 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Central Trust Company | IndividualWithBooksNm |
| Phone | 4178833838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 S National Ave 3rd Floor | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Central Trust Company | ||||||
| 3333 S National Ave | SPRINGFIELD | MO | 65807 | Agent | 5 | $1,064 |
| Kristopher W Brooks | ||||||
| 920 Douglas St | SAINT JOSEPH | MO | 64505 | Trustee | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $95,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,437 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $95,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $4,670 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,670 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,670 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,740 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,670 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,061 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,061 | AppliedToYear1Amt |
| Applied To Current Year | $679 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,991 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Turning Point | ||||||
| 4940 East Beverly Road | PHOENIX | AZ | 85044 | PC | Charitable Acti | $1,185 |
| Fair Play RII | ||||||
| 301 North Walnut | FAIR PLAY | MO | 65649 | PC | Charitable Acti | $1,185 |
| Halfway RIII | ||||||
| 2150 State Highway 32 | HALFWAY | MO | 65663 | PC | Charitable Acti | $1,185 |
| Weaubleau School | ||||||
| 22320 Center St | WEAUBLEAU | MO | 65774 | PC | Charitable Acti | $1,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,740 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $225 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,390 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$454 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,161 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,161 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Stock Sale | AssetDesc |
| Acquired | 2023-01 | AcquiredDt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $8,194 | GrossSalesPriceAmt |
| Basis | $8,389 | BasisAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Stock Sale LT | AssetDesc |
| Acquired | 2020-01 | AcquiredDt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $41,563 | GrossSalesPriceAmt |
| Basis | $43,147 | BasisAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Capital Gain Dist Div | AssetDesc |
| Acquired | 2020-01 | AcquiredDt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $1,325 | GrossSalesPriceAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Central Bank and Trust | CategoryOrItemTxt |
| Cost Or Other Basis | $98,040 | CostOrOtherBasisAmt |
| Book Value | $98,040 | BookValueAmt |
| EOYFMV | $95,044 | EOYFMVAmt |