Brookshire Brothers Charitable Foundation is located in Lufkin, TX. The organization was established in 2009. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Brookshire Brothers Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Brookshire Brothers Charitable Foundation generated $418.9k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 11.3% each year . All expenses for the organization totaled $104.6k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Brookshire Brothers Charitable Foundation has awarded 65 individual grants totaling $684,567. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ORGANIZATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
John Alston Director | Trustee | 2 | $0 |
Clay Oliver Treasurer | OfficerTrustee | 2 | $0 |
Jule Fenley Secretary | OfficerTrustee | 2 | $0 |
Scott Berger Director | Trustee | 2 | $0 |
Trey Henderson Director | Trustee | 2 | $0 |
Sally Alvis President | OfficerTrustee | 2 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $356,238 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $356,238 |
Total Program Service Revenue | $0 |
Investment income | $12,368 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $14,444 |
Net Income from Fundraising Events | $35,810 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $418,860 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $88,270 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $4,489 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $6,868 |
Fees for services: Other | $4,856 |
Advertising and promotion | $0 |
Office expenses | $139 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $104,622 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $556,258 |
Savings and temporary cash investments | $10,385 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $66,000 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $1,300 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $739,918 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $1,373,861 |
Accounts payable and accrued expenses | $93,346 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $93,346 |
Net assets without donor restrictions | $1,280,515 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $1,373,861 |
Over the last fiscal year, Brookshire Brothers Charitable Foundation has awarded $151,250 in support to 17 organizations.
Grant Recipient | Amount |
---|---|
VOLUNTEER SERVICES COUNCIL PURPOSE: GENERAL SUPPORT | $5,000 |
ANGELINA ALLIANCE FOR CHILDREN PURPOSE: GENERAL SUPPORT | $10,000 |
FRIEND OF ELLEN TROUT ZOO PURPOSE: GENERAL SUPPORT | $20,000 |
BOYS & GIRLS CLUB OF DEEP EAST TEXAS PURPOSE: GENERAL SUPPORT | $6,500 |
ANGELINA ARTS ALLIANCE PURPOSE: GENERAL SUPPORT | $10,000 |
THE JOSEPH HOUSE PURPOSE: GENERAL SUPPORT | $7,500 |