Co Tr Uw Louis S Brooke

ORLANDO, FL EIN: 58-6040006

Co Tr Uw Louis S Brooke is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 7 grants totaling $184K. Net investment income was $270K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.8M

+2.0% YoY

Annual Giving

$184K

-34.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$26K

-34.1% YoY

Under IRS private-foundation payout rules, Co Tr Uw Louis S Brooke reported a distributable amount of $217K for 2024 — the minimum it must pay out in qualifying distributions.

About Co Tr Uw Louis S Brooke

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $1.0M (100%)

States

Georgia

Cities

Atlanta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,770,966	$3,698,568	$3,990,435
Revenue	$285,704	$-70,617	$178,482
Expenses	$215,001	$308,490	$245,474
Qualifying Distributions	$198,990	$293,252	$224,788
Net Investment Income	$270,414	$80,101	$163,396
Distributable Amount	$216,531	$285,693	$206,435

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

35 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Westminster Schools Inc ($40,378), Families First ($33,036), Morris Brown College ($25,695).

Recipient	Purpose	Amount
FAMILIES FIRST ATLANTA, GA	GENERAL OPERATING	$33,036
GEORGIA STATE UNIVERSITY FDN ATLANTA, GA	GENERAL OPERATING	$20,189
MORRIS BROWN COLLEGE ATLANTA, GA	GENERAL OPERATING	$25,695
PIEDMONT HEALTHCARE FOUNDATION ATLANTA, GA	GENERAL OPERATING	$20,189
THE WESTMINSTER SCHOOLS INC ATLANTA, GA	GENERAL OPERATING	$40,378
OUR LADY OF PERPETUAL HELP ATLANTA, GA	GENERAL OPERATING	$25,695
CHILDREN'S HEALTHCARE OF ATLANTA ATLANTA, GA	GENERAL OPERATING	$18,353

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$27,910

Frequently Asked Questions

How large is Co Tr Uw Louis S Brooke?

As of 2024, Co Tr Uw Louis S Brooke holds $3.8M in total assets with $286K in annual revenue. It awarded 7 grants totaling $184K in 2024.

Where does Co Tr Uw Louis S Brooke operate?

Co Tr Uw Louis S Brooke has awarded grants in Georgia.

What size grants does Co Tr Uw Louis S Brooke award?

In 2024, Co Tr Uw Louis S Brooke awarded 7 grants totaling $184K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Co Tr Uw Louis S Brooke required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Co Tr Uw Louis S Brooke reported a distributable amount of $217K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.