2018-11-15T09:15:17-06:00 2017-12-31 420714325 RSM US LLP 201 N HARRISON STREET SUITE 300 DAVENPORT IA 528011999 990 2017-01-01 261875447 BROOKSHIRE BROTHERS CHARITABLE FOUNDATION BROO 9366348155 1201 ELLEN TROUT DRIVE LUFKIN TX 75904 SALLY ALVIS PRESIDENT 9366348155 2018-11-14 1 JOHN J ROMANO P00227323 5638884000 108.171.130.189 2018-11-14 10:23:29 CS P 20BD7435954CA1AADAC5AC4EC6113D6219A4C44A 20BD7435954CA1AADAC5AC4EC6113D6219A4C44A 2017 2019-02-21 02:37:17Z SALLY ALVIS 1201 ELLEN TROUT DRIVE LUFKIN TX 75904 415350 0 X N/A X 2007 TX TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ORGANIZATIONS. 6 1 0 25 0 0 185794 211399 0 0 0 0 7662 60182 193456 271581 114986 114365 0 0 0 0 0 0 0 6133 4796 121119 119161 72337 152420 515897 666667 1650 0 514247 666667 TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ORGANIZATIONS. 0 0 114365 114365 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. 114365 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 X JESSICA BROWN 9366348155 1201 ELLEN TROUT DRIVE LUFKIN TX 75904 JOHN ALSTON DIRECTOR 2.00 X 0 421422 34800 SALLY ALIVS PRESIDENT 2.00 X X 0 142003 18000 SCOTT BERGER DIRECTOR 2.00 X 0 101928 15705 JULE FENLEY SECRETARY 2.00 X X 0 273144 35597 TREY HENDERSON DIRECTOR 2.00 X 0 50000 0 BOB INSELLMAN DIRECTOR 5.00 X 0 0 0 0 988497 104102 0 0 1 0 0 211399 211399 203951 211399 143769 60182 60182 271581 0 0 60182 114365 114365 2010 2010 1772 1772 BANK FEES 1014 1014 119161 114365 4796 0 507179 605142 8718 61125 400 515897 666667 1650 0 1650 0 X 514247 666667 514247 666667 515897 666667 152420 0 X 0 0 0 X 34840 34840 147505 185794 211399 614378 302660 302160 174495 166540 203951 1149806 337500 337000 322000 352334 415350 1764184 0 0 0 1764184 337500 337000 322000 352334 415350 1764184 1.00000 1.00000 0.00000 X SPRING CHARITY 219250 96625 122625 7400 35702 24390 3087 FALL CHARITY 196100 114774 81326 7400 34650 27450 3690 415350 211399 203951 14800 70352 51840 6777 143769 60182 1 AMERICAN CANCER SOCIETY 212 GENE SAMFORD DRIVE LUFKIN TX 75904 741185665 501(C)(3) 5000 10000 FAIR MARKET VALUE STORE GIFT CARDS GENERAL SUPPORT VOLUNTEER SERVICES COUNCIL PO DRAWER 1648 LUFKIN TX 75902 237111773 501(C)(3) 15000 GENERAL SUPPORT FRIEND OF ELLEN TROUT ZOO 402 ZOO CIRCLE LUFKIN TX 75904 752012852 501(C)(3) 15000 GENERAL SUPPORT ANGELINA ALLIANCE FOR CHILDREN 109 TEMPLE BLVD LUFKIN TX 75901 331010168 501(C)(3) 10000 GENERAL SUPPORT AMERICAN RED CROSS 2700 SOUTHWEST FREEWAY HOUSTON TX 77098 530196605 501(C)(3) 20000 HURRICANE HARVEY 5 0 PART I, LINE 2: THE BROOKSHIRE BROTHERS CHARITABLE FOUNDATION DOES NOT HAVE A PROCESS IN PLACE TO MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES. 0 0 0 0 0 0 0 0 0 JOHN ALSTON DIRECTOR 0 420390 0 0 0 1032 0 18000 0 16800 0 456222 0 0 SALLY ALIVS PRESIDENT 0 129780 0 11810 0 413 0 18000 0 0 0 160003 0 0 JULE FENLEY SECRETARY 0 247039 0 24521 0 1584 0 15441 0 20156 0 308741 0 0 FORM 990, PART VI, SECTION A, LINE 2 DURING THE TAX YEAR JOHN ALSTON, SALLY ALVIS, SCOTT BERGER, JULE FENLEY,AND TREY HENDERSON 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. 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 1 BROOKSHIRE BROTHERS INC 1201 ELLEN TROUT DRIVE LUFKIN TX 75904 752692839 OPERATE GROCERY STORES TX N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1