Ruth E Brookshire Charitable Foundation Inc
Ruth E Brookshire Charitable Foundation Inc is a private foundation based in Lebanon, Indiana. In its 2025 filing, it reported 13 grants totaling $68,600, all to recipients in Indiana, for purposes including scholarships, programming, and arts and cultural programming.
Ruth E Brookshire Charitable Foundation Inc at a glance
In short: Ruth E Brookshire Charitable Foundation Inc gave $69K across 13 grants in 2025 (avg $5K), mostly in Indiana. 8% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $68,600
- -14.6% vs 2024
- Grants made (2025)
- 13
- -18.8% vs 2024
- Average grant
- $5,277
- +5.2% vs 2024
- Median grant
- $4,000
- Total assets
- $816,653
- +1.9% vs 2024
- New grantees (estimate)
- 8% first-time grantees (1 of 12, 2025; small sample)
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ruth E Brookshire Charitable Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 508 Glendale Drive, Lebanon, IN 46052-1918
Phone: (765) 482-5333
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ruth E Brookshire Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Lebanon Education Foundation ($15K). Together the top 10 received $63K.
Organizations only. It also paid 1 individual scholarship ($2,500), which are not listed by name.
Grant Size Distribution
75 grants across all recorded years
The most common grant size was under $50K: 75 grants of 75 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars in the 2025 filing went to recipients in Indiana.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
Is Ruth E Brookshire Charitable Foundation Inc open to new grantees?
8%
first-time grantees, 2025
In 2025, 1 of 12 grantees (8%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. 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 grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $59K (2023) to $80K (2024). In 2025 it made 13 grants totaling $69K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with Ruth E Brookshire Charitable Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $816,653 | $90,874 | $75,692 | $68,600 | 13 | $64,100 | $79,282 | $51,878 |
| 2024 | $801,471 | $53,982 | $91,011 | $80,282 | 16 | $80,282 | $43,253 | $49,375 |
| 2023 | $838,499 | $49,244 | $71,831 | $59,286 | 14 | $59,286 | $36,699 | $46,773 |
| 2022 | $861,086 | $96,597 | $74,961 | $63,470 | 18 | $63,470 | $85,106 | $53,127 |
| 2021 | $839,450 | $47,727 | $70,517 | $61,000 | 14 | — | $38,210 | $54,258 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included scholarship support and programming, including awards to educational, senior-services, cultural, and community organizations. Boone County Senior Services describes its mission as promoting independence and providing enriching opportunities for older adults in Boone County. ILADD describes its mission as providing housing, enrichment and educational programs, and social options for adults with developmental or intellectual disabilities.
Grantmaking
In filing year 2025, the foundation gave $68,600 through 13 grants. Grant amounts ranged from $1,000 to $15,000, with a median grant of $4,000.
Notable 2025 grants included $15,000 to Lebanon Education Foundation for scholarships; $10,000 each to Boone County Senior Services and Shalom House for programming; $6,000 to Boone County Historical Society for programming; and $5,100 to ILADD for programming. Other listed awards included $5,000 to Lebanon Boys & Girls Club, $4,000 to Sullivan Munce Cultural Center for arts and cultural programming, and $3,000 to Oak Hill Cemetary Foundation for programming.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Karen Richards, Claudia Trefz, and Susan Lehmann as directors.
Ruth E Brookshire Charitable Foundation Inc's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Claudia Trefz
Director
On filings since 2021
1 hr/week
$750 (2021) → $1K (2025)
Karen Richards
Director
On filings since 2021
1 hr/week
$750 (2021) → $1K (2025)
Susan Lehmann
Director
On filings since 2021
1 hr/week
$750 (2021) → $1K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1K, to Karen Richards (Director). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Ruth E Brookshire Charitable Foundation Inc
How much does Ruth E Brookshire Charitable Foundation Inc give each year?
Ruth E Brookshire Charitable Foundation Inc gave $69K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $80K across 16 grants.
What is Ruth E Brookshire Charitable Foundation Inc's typical grant size?
Ruth E Brookshire Charitable Foundation Inc's median grant in 2025 was $4,000, and its average grant was $5,277, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ruth E Brookshire Charitable Foundation Inc that year got $4K on average.
Where does Ruth E Brookshire Charitable Foundation Inc give grants?
Ruth E Brookshire Charitable Foundation Inc gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lebanon, IN (9 grants) and Zionsville, IN (2 grants).
Does Ruth E Brookshire Charitable Foundation Inc give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on Ruth E Brookshire Charitable Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Programming" (9 grants).
Who are Ruth E Brookshire Charitable Foundation Inc's largest grantees?
Ruth E Brookshire Charitable Foundation Inc's largest 2025 grantees include Lebanon Education Foundation ($15,000), Boone County Senior Services ($10,000) and Shalom House ($10,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($2,500), which are not listed by name. Together they received 51% of its itemized 2025 grant dollars.
How large is Ruth E Brookshire Charitable Foundation Inc?
Ruth E Brookshire Charitable Foundation Inc reported $817K in total assets on its 2025 IRS Form 990-PF. It paid out $64K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets).
What does Ruth E Brookshire Charitable Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants included scholarship support and programming, including awards to educational, senior-services, cultural, and community organizations. See mission & focus areas ↑
How do I apply for a grant from Ruth E Brookshire Charitable Foundation Inc?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Ruth E Brookshire Charitable Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Ruth E Brookshire Charitable Foundation Inc funds
Education Open opportunities, soonest deadline first.
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Cite this profile
Grantable. (2026). Ruth E Brookshire Charitable Foundation Inc funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/ruth-e-brookshire-charitable-foundation-inc-morg_97a7f3472dd741d6bed00c85ff7f4ddc
BibTeX
@misc{grantable_352007869_2026,
author = {{Grantable}},
title = {{Ruth E Brookshire Charitable Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ruth-e-brookshire-charitable-foundation-inc-morg_97a7f3472dd741d6bed00c85ff7f4ddc},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ruth E Brookshire Charitable Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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