Ruth E Brookshire Charitable Foundation Inc

Foundation · Grantmaker Lebanon, IN EIN: 35-2007869

Ruth E Brookshire Charitable Foundation Inc is a private foundation focused on Education, based in Lebanon, IN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $817K in total assets. In 2025, it awarded 13 grants totaling $69K. Net investment income was $79K.

Key facts about Ruth E Brookshire Charitable Foundation Inc

EIN: 35-2007869
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $68,600
Grants made (2025): 13
Average grant: $5,277
Median grant: $4,000
New grantees (estimate): 8% first-time grantees (1 of 12, 2025)
Total assets: $816,653
Primary geography: Indiana (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Ruth E Brookshire Charitable Foundation Inc funds

By grant dollars, the top recipient states for Ruth E Brookshire Charitable Foundation Inc's 13 itemized 2025 grants were Indiana (100%). The most frequent recipient cities were Lebanon, IN (10 grants) and Zionsville, IN (2 grants). None of its 13 grants with a stated purpose were described as general or operating support. Recurring purposes include "Programming" (9 grants).

Is Ruth E Brookshire Charitable Foundation Inc open to new grantees?

first-time grantees, 2025

In 2025, 1 of 12 grantees (8%) were first-time recipients. First grants averaged $4K; repeat grants $6K. How we count

Medians: $4K first-time, $5K repeat.

67% of 2025 grantees were also funded in 2024. Method
Giving held roughly steady from 2022 to 2025 (+8%). Method
In 2025 it paid out 124% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Ruth E Brookshire Charitable Foundation Inc

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$817K

+1.9% YoY

Annual Giving

$69K

-14.6% YoY

Grant Count

-18.8% YoY

Avg Grant Size

$5K

+5.2% YoY

Under IRS private-foundation payout rules, Ruth E Brookshire Charitable Foundation Inc reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.

About Ruth E Brookshire Charitable Foundation Inc

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $69K (100%)

Share of all 13 itemized 2025 grant dollars.

States

Indiana

Cities

LebanonZionsvilleThorntownWhitestown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$816,653	$801,471	$838,499
Revenue	$90,874	$53,982	$49,244
Expenses	$75,692	$91,011	$71,831
Qualifying Distributions	$64,100	$80,282	$59,286
Net Investment Income	$79,282	$43,253	$36,699
Distributable Amount	$51,878	$49,375	$46,773

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Grant Size Distribution

75 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Lebanon Education Foundation ($15,000), Boone County Senior Services ($10,000), Shalom House ($10,000).

Recipient	Purpose	Amount
Lebanon Education Foundation Lebanon, IN	Scholarships	$15,000
Boone County Senior Services Lebanon, IN	Programming	$10,000
Shalom House Lebanon, IN	Programming	$10,000
Boone County Historical Society Lebanon, IN	Programming	$6,000
ILADD Zionsville, IN	Programming	$5,100
Lebanon Boys & Girls Club Lebanon, IN	Programming	$5,000
Sullivan Munce Cultural Center Zionsville, IN	Arts Cultural Programming	$4,000
Oak Hill Cemetary Foundation Lebanon, IN	Proggramming	$3,000
The Caring Center Lebanon, IN	Programming	$2,500
Sylvia's Place Lebanon, IN	Programming	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Name	Title	Hours	Compensation
Karen Richards	Director	1	$1,000
Claudia Trefz	Director	1	$1,000
Susan Lehmann	Director	1	$1,000

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Ruth E Brookshire Charitable Foundation Inc?

Ruth E Brookshire Charitable Foundation Inc is a private foundation focused on Education, based in Lebanon, IN. It holds $817K in total assets as of 2025.

How large is Ruth E Brookshire Charitable Foundation Inc?

As of 2025, Ruth E Brookshire Charitable Foundation Inc holds $817K in total assets with $91K in annual revenue. It awarded 13 grants totaling $69K in 2025.

Where does Ruth E Brookshire Charitable Foundation Inc operate?

Ruth E Brookshire Charitable Foundation Inc has awarded grants in Indiana.

What size grants does Ruth E Brookshire Charitable Foundation Inc award?

In 2025, Ruth E Brookshire Charitable Foundation Inc awarded 13 grants totaling $69K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Ruth E Brookshire Charitable Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ruth E Brookshire Charitable Foundation Inc reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ruth E Brookshire Charitable Foundation Inc's EIN?

Ruth E Brookshire Charitable Foundation Inc's EIN (Employer Identification Number) is 35-2007869. IRS Form 990 filing data is available on this page for 2021–2025.