BROOKSHIRE BROTHERS CHARITABLE FOUNDATION: Form 990, tax year 2019
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- Organization
- BROOKSHIRE BROTHERS CHARITABLE FOUNDATION (EIN 26-1875447)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349316477
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:22:16-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4650 E 53RD ST | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 528073479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261875447 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKSHIRE BROTHERS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 9366348155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 ELLEN TROUT DRIVE | AddressLine1Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN ALSTON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9366348155 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENIFER L CHASE | PreparerPersonNm |
| PTIN | P01306883 | PTIN |
| Phone | 5638884000 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.20.82.182 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:50:15 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D8C4631151EF1E1BB3DDB3444689A82E6B5C400 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SALLY ALVIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 ELLEN TROUT DRIVE | AddressLine1Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $516,982 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $278,030 | PYContributionsGrantsAmt |
| CY Contributions Grants | $331,312 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,216 | PYOtherRevenueAmt |
| CY Other Revenue | $6,732 | CYOtherRevenueAmt |
| PY Total Revenue | $279,246 | PYTotalRevenueAmt |
| CY Total Revenue | $338,044 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $105,332 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $152,632 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,750 | PYOtherExpensesAmt |
| CY Other Expenses | $4,518 | CYOtherExpensesAmt |
| PY Total Expenses | $110,082 | PYTotalExpensesAmt |
| CY Total Expenses | $157,150 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $169,164 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $180,894 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $835,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,018,746 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,021 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $835,831 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,016,725 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $152,632 | ExpenseAmt |
| Grant | $152,632 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $152,632 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA BROWN | PersonNm |
| Phone | 9366348155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 ELLEN TROUT DRIVE | AddressLine1Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75904 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN ALSTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $562,569 | $16,800 | |
| CLAY OLIVER | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $405,841 | $20,236 | Yes (X) |
| JULE FENLEY | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $303,006 | $19,996 | Yes (X) |
| SALLY ALVIS | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $144,857 | $0 | Yes (X) |
| SCOTT BERGER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $101,507 | $15,106 | |
| TREY HENDERSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $50,000 | $8,000 | |
| BOB INSELLMAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,567,780 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $80,138 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $331,312 | FundraisingAmt |
| Noncash Contributions | $500 | NoncashContributionsAmt |
| Total Contributions | $331,312 | TotalContributionsAmt |
| Fundraising Gross Income | $185,670 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $331,312 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $178,938 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,732 | TotalRevenueColumnAmt |
| Exclusion | $6,732 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,732 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,632 | TotalAmt |
| Program Services | $152,632 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,021 | TotalAmt |
| Management And General | $2,021 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,526 | TotalAmt |
| Management And General | $1,526 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Total | $971 | TotalAmt |
| Management And General | $971 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,150 | TotalAmt |
| Program Services | $152,632 | ProgramServicesAmt |
| Management And General | $4,518 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,508 | BOYAmt |
| EOY | $937,896 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,323 | BOYAmt |
| EOY | $80,750 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $100 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,831 | BOYAmt |
| EOY | $1,018,746 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,021 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,831 | BOYAmt |
| EOY | $1,016,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,831 | BOYAmt |
| EOY | $1,016,725 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,831 | BOYAmt |
| EOY | $1,018,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $180,894 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $211,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,312 | CurrentTaxYearAmt |
| Total | $1,154,040 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $203,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $185,670 | CurrentTaxYearAmt |
| Total | $896,856 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $322,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $444,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $516,982 | CurrentTaxYearAmt |
| Total | $2,050,896 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,050,896 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $322,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $444,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $516,982 | CurrentTaxYearAmt |
| Total | $2,050,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $285,994 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $175,793 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $110,201 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $11,200 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $40,150 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $33,344 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $11,957 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $230,988 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $155,519 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $75,469 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $10,179 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $35,487 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $31,805 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $4,816 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $516,982 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $331,312 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $185,670 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $21,379 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $75,637 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $65,149 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,773 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $178,938 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,732 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||||
| 212 GENE SAMFORD DRIVE | LUFKIN | TX | 75904 | 741185665 | 501(C)(3) | $5,000 | FAIR MARKET VALUE | GIFT CARDS | GENERAL SUPPORT | |
| VOLUNTEER SERVICES COUNCIL | ||||||||||
| PO DRAWER 1648 | LUFKIN | TX | 75902 | 237111773 | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||
| FRIEND OF ELLEN TROUT ZOO | ||||||||||
| 402 ZOO CIRCLE | LUFKIN | TX | 75904 | 752012852 | 501(C)(3) | GENERAL SUPPORT | $15,000 | |||
| ANGELINA ALLIANCE FOR CHILDREN | ||||||||||
| 109 TEMPLE BLVD | LUFKIN | TX | 75901 | 331010168 | 501(C)(3) | GENERAL SUPPORT | $7,500 | |||
| BOYS & GIRLS CLUB OF DEEP EAST TEXAS | ||||||||||
| PO BOX 490 | LUFKIN | TX | 75902 | 752254579 | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||
| ANGELINA ARTS ALLIANCE | ||||||||||
| 109 TEMPLE BLVD | LUFKIN | TX | 759152634 | 752762948 | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||
| JUNIOR LEAGUE OF LUFKIN | ||||||||||
| P O BOX 151812 | LUFKIN | TX | 759151812 | 756036541 | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||
| THE JOSEPH HOUSE | ||||||||||
| 5783 FARM-TO-MARKET 841 | LUFKIN | TX | 75901 | 273380181 | 501(C)(3) | $5,000 | FAIR MARKET VALUE | GIFT CARDS | GENERAL SUPPORT | |
| THE MOSAIC CENTER | ||||||||||
| PO BOX 154225 | LUFKIN | TX | 75915 | 900172580 | 501(C)(3) | $2,500 | FAIR MARKET VALUE | GIFT CARDS | GENERAL SUPPORT | $5,000 |
| BUCKNER CHILDREN & FAMILY SERVICES | ||||||||||
| 700 N PEARL STREET SUITE 1200 | DALLAS | TX | 75201 | 752571395 | 501(C)(3) | $5,000 | FAIR MARKET VALUE | GIFT CARDS | GENERAL SUPPORT | |
| WOMEN'S SOBER HOUSE | ||||||||||
| 501 MANTOOTH AVE | LUFKIN | TX | 75901 | 831472506 | 501(C)(3) | $2,500 | FAIR MARKET VALUE | GIFT CARDS | GENERAL SUPPORT | $5,000 |
| ANGELINA COLLEGECENTER FOR NONPROFIT LEADERSHIP | ||||||||||
| 3500 S FIRST STREET | LUFKIN | TX | 75904 | 831664403 | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||
| TAMU MSC OPAS | ||||||||||
| P O BOX 15819 | COLLEGE STATION | TX | 77841 | 746000531 | STATE OF TEXAS | GENERAL SUPPORT | $20,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BROOKSHIRE BROTHERS CHARITABLE FOUNDATION DOES NOT HAVE A PROCESS IN PLACE TO MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN ALSTON | ||||||||||||||
| DIRECTOR | $0 | $504,723 | $0 | $48,450 | $0 | $9,396 | $0 | $0 | $0 | $16,800 | $0 | $579,369 | $0 | $0 |
| CLAY OLIVER | ||||||||||||||
| TREASURER | $0 | $364,126 | $0 | $35,369 | $0 | $6,346 | $0 | $0 | $0 | $20,236 | $0 | $426,077 | $0 | $0 |
| JULE FENLEY | ||||||||||||||
| SECRETARY | $0 | $270,441 | $0 | $26,420 | $0 | $6,145 | $0 | $0 | $0 | $19,996 | $0 | $323,002 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DURING THE TAX YEAR JOHN ALSTON, SALLY ALVIS, SCOTT BERGER, JULE FENLEY, TREY HENDERSON, AND CLAY OLIVER HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | JESSICA BROWN, THE VICE PRESIDENT OF ACCOUNTING/TREASURY OF BROOKSHIRE BROTHERS, INC., A RELATED ORGANIZATION, REVIEWS THE BROOKSHIRE BROTHERS CHARITABLE FOUNDATION FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND PRESENT ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH DELEGATED POWERS TO CONSIDER THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF ALL MATERIAL FACTS, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE MATERIAL FACTS ARE DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE FOUNDATION AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION. IF A MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BROOKSHIRE BROTHERS HOLDING INC | |||||||||
| 1201 ELLEN TROUT DRIVE | LUFKIN | TX | 75904 | 751089656 | HOLDING COMPANY | NV | N/A | C | 0 |
| BROOKSHIRE BROTHERS BEVERAGE CORPORATION | |||||||||
| 1201 ELLEN TROUT DRIVE | LUFKIN | TX | 75904 | 752830179 | HOLD LIQUOR LICENSES | TX | N/A | C | Yes (1) |
| BROOKSHIRE BROTHERS INC | |||||||||
| 1201 ELLEN TROUT DRIVE | LUFKIN | TX | 75904 | 752692839 | OPERATE GROCERY STORES | TX | N/A | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |