BROOKS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS FOUNDATION (EIN 83-2764877)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349101311
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T09:39:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MERCER ST STE E300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981193958 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832764877 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EIDE BAILLY LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2062857242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MERCER ST STE E300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BROOKS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4255511526 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLEEN C LOUGHRAN CPA | PreparerPersonNm |
| PTIN | P00286018 | PTIN |
| Phone | 2062857242 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,154,145 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $472,291 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $436,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $436,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,559,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,789 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,022,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $550,682 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $267 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $267 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,024 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,512 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,512 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,949 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,949 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,476 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,976 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $780,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $780,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $928,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $792,779 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,257 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $419,245 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,669,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $715,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $715,758 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,572,572 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,620,740 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,438,387 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,242,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,336,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,154,145 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,242,241 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,336,498 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,242,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,336,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,242,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,336,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,242,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,257 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,336,498 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,336,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (ML-03200) | $156,000 | $156,000 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES (ML-03201) | $107,925 | $107,925 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES (ML-03203) | $165,515 | $153,294 | $12,221 | $12,221 | |
| PUBLICLY TRADED SECURITIES (ML-03203) | $1,001,745 | $924,633 | $77,112 | $77,112 | |
| PUBLICLY TRADED SECURITIES (ML-03204) | $127,853 | $142,788 | -$14,935 | -$14,935 | |
| PUBLICLY TRADED SECURITIES (ML-03204) | $96,383 | $93,362 | $3,021 | $3,021 | |
| PUBLICLY TRADED SECURITIES (ML-03205) | $100,890 | $118,095 | -$17,205 | -$17,205 | |
| PUBLICLY TRADED SECURITIES (ML-03205) | $78,082 | $62,529 | $15,553 | $15,553 | |
| PUBLICLY TRADED SECURITIES (ML-03232) | $341,240 | $337,025 | $4,215 | $4,215 | |
| PUBLICLY TRADED SECURITIES (ML-03232) | $355,475 | $318,550 | $36,925 | $36,925 | |
| SECURITIES ADJUSTMENT | $3,733 | -$3,733 | -$3,733 | ||
| PUBLICLY TRADED SECURITIES (ML-03202 SUPP) | $27,962 | $27,962 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $615 | $615 | $615 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,789 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,698 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,698 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,130 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EIDE BAILLY LLP | IndividualWithBooksNm |
| Phone | 2062857242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MERCER ST SUITE E300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD BROOKS | ||||||||
| 200 W MERCER ST SUITE E300 | SEATTLE | WA | 98119 | PRESIDENT / TREASURER | 1.00 | $0 | $0 | $0 |
| STEPHANIE BROOKS | ||||||||
| 200 W MERCER ST SUITE E300 | SEATTLE | WA | 98119 | VICE PRESIDENT / SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10400 NE 4TH ST 25TH FLOOR | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $108,949 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,411,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,439,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,891 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,856,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,856,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,634,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $731,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $731,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,828 | TotalTaxAmt |
| Distributable Before Adj | $725,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $725,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $725,872 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $792,779 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $792,779 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $725,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $81,183 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,382 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,588 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $130,148 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $342,301 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $792,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $725,872 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,907 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $409,208 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $409,208 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,183 | ExcessFromYear4Amt |
| Excess From Year3 | $129,382 | ExcessFromYear3Amt |
| Excess From Year2 | $1,588 | ExcessFromYear2Amt |
| Excess From Year1 | $130,148 | ExcessFromYear1Amt |
| Excess From Current Year | $66,907 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD BROOKS | ContributingManagerNm |
| Contributing Manager | STEPHANIE BROOKS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALASKA WILDERNESS LEAGUE | ||||||
| 122 C ST NW STE 240 | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $50,000 |
| AMERICAN LANDS PROJECT | ||||||
| 1904 3RD AVE 405 | SEATTLE | WA | 98101 | PC | GENERAL SUPPORT | $75,000 |
| C895 - KNHC PUBLIC RADIO ASSOCIATION | ||||||
| 10750 30TH AVE NE | SEATTLE | WA | 98125 | PC | GENERAL SUPPORT | $25,000 |
| COLLEGE SUCCESS FOUNDATION | ||||||
| 15500 SE 30TH PLACE STE 200 | BELLEVUE | WA | 98007 | PC | GENERAL SUPPORT | $10,000 |
| KCTS 9 - CASCADE PUBLIC MEDIA | ||||||
| PO BOX 84109 | SEATTLE | WA | 98124 | PC | GENERAL SUPPORT | $25,000 |
| KUOW - PUGET SOUND PUBLIC RADIO | ||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | PC | GENERAL SUPPORT | $25,000 |
| NATIONAL PARK FOUNDATION | ||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $25,000 |
| SEATTLE HUMANE SOCIETY | ||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | PC | GENERAL SUPPORT | $25,000 |
| SIGMA ALPHA EPSILON FOUNDATION | ||||||
| 1856 SHERIDAN ROAD | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $25,000 |
| SOUTH SOUND YMCA | ||||||
| 2102 CARRIAGE DRIVE SW BLDG K | OLYMPIA | WA | 98502 | PC | GENERAL SUPPORT | $25,000 |
| UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90024 | PC | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF PUGET SOUND | ||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | PC | ENDOWED SCHOLARSHIP | $50,000 |
| UNIVERSITY OF PUGET SOUND | ||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | PC | GENERAL SUPPORT | $200,000 |
| VOTO LATINO FOUNDATION | ||||||
| PO BOX 35608 | WASHINGTON | DC | 20033 | PC | GENERAL SUPPORT | $150,000 |
| WASHINGTON TRAILS ASSOCIATION | ||||||
| 705 2ND AVE SUITE 300 | SEATTLE | WA | 98104 | PC | GENERAL SUPPORT | $25,000 |
| YMCA OF GREATER SEATTLE | ||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | PC | GENERAL SUPPORT | $10,000 |
| PACIFIC PUBLIC MEDIA (KNKX885) | ||||||
| 930 BROADWAY | TACOMA | WA | 98402 | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $780,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $436,893 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,789 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $550,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $550,682 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD BROOKS AND STEPHANIE BROOKS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O EIDE BAILLY LLP 200 W MERCER ST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $472,291 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,024 | Amt |
| Net Investment Income | $12,512 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,512 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH (ADDITIONAL DEATIL AVAILABLE UPON REQUEST) | AT COST | $11,610,241 | $14,421,883 |
| MERRILL LYNCH - ACCRUED SALES RECEIVABLE | AT COST | $10,499 | $10,499 |
| MERRILL LYNCH - ACCRUED INTEREST | AT COST | $0 | $6,005 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $267 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $267 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $108,949 | Amt |
| Net Investment Income | $108,949 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9,976 | $9,976 | $0 |
| FEDERAL TAXES | $4,500 | $0 | $0 |