Davey J S - M S Brooker Mem

DALLAS, TX EIN: 06-6040161

Davey J S - M S Brooker Mem is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $449K in total assets. In 2024, it awarded 1 grants totaling $16K. Net investment income was $39K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$449K

+4.7% YoY

Annual Giving

$16K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$16K

+0.0% YoY

Under IRS private-foundation payout rules, Davey J S - M S Brooker Mem reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About Davey J S - M S Brooker Mem

Based on IRS filings

Ready to take the next step with Davey J S - M S Brooker Mem?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $98K (100%)

States

Connecticut

Cities

Torrington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$448,501	$428,566	$438,909
Revenue	$45,908	$15,004	$-10,339
Expenses	$25,499	$25,181	$36,763
Qualifying Distributions	$19,257	$19,272	$28,903
Net Investment Income	$39,444	$7,687	$3,322
Distributable Amount	$25,534	$23,230	$23,822

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Maria Seymour Brooker Memorial ($15,730).

Recipient	Purpose	Amount
MARIA SEYMOUR BROOKER MEMORIAL TORRINGTON, CT	UNRESTRICTED GENERAL	$15,730

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$7,567

Frequently Asked Questions

How large is Davey J S - M S Brooker Mem?

As of 2024, Davey J S - M S Brooker Mem holds $449K in total assets with $46K in annual revenue. It awarded 1 grants totaling $16K in 2024.

Where does Davey J S - M S Brooker Mem operate?

Davey J S - M S Brooker Mem has awarded grants in Connecticut.

What size grants does Davey J S - M S Brooker Mem award?

In 2024, Davey J S - M S Brooker Mem awarded 1 grants totaling $16K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Davey J S - M S Brooker Mem required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Davey J S - M S Brooker Mem reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.