Ruth E Brookshire Charitable Foundation Inc

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$817K

+1.9% YoY

Annual Giving

$69K

-14.6% YoY

Grant Count

13

-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

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.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

LebanonThorntownWhitestownZionsville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$27K$53K$80K$106K20212022202320242025
Metric202520242023
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

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K14 grants202118 grants202214 grants202316 grants202413 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Lebanon Education Founda…$15KBoone County Senior Serv…$10KShalom House$10KBoone County Historical …$6KILADD$5KLebanon Boys & Girls Club$5KSullivan Munce Cultural …$4KOak Hill Cemetary Founda…$3KThe Caring Center$3KSylvia's Place$3K

Grant Size Distribution

75 grants across all recorded years

75<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

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

RecipientPurposeAmount
Boone County Historical Society Lebanon, INProgramming$6,000
Lebanon Boys & Girls Club Lebanon, INProgramming$5,000
Sullivan Munce Cultural Center Zionsville, INArts Cultural Programming$4,000
Boone County Senior Services Lebanon, INProgramming$10,000
ILADD Zionsville, INProgramming$5,100
Oak Hill Cemetary Foundation Lebanon, INProggramming$3,000
The Caring Center Lebanon, INProgramming$2,500
Love Inc Lebanon, INProgramming$2,000
Thorntown Historical Society Thorntown, INProgramming$1,000
Sylvia's Place Lebanon, INProgramming$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Karen RichardsDirector$1KClaudia TrefzDirector$1KSusan LehmannDirector$1K

From 2025 filing

NameTitleHoursCompensation
Karen RichardsDirector1$1,000
Claudia TrefzDirector1$1,000
Susan LehmannDirector1$1,000

Subject Areas

Focus areas based on grantmaking activity

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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