The Brooke Foundation

Private foundation · Grantmaker Mountain Brook, AL EIN: 27-1077512

The Brooke Foundation is a private foundation, based in Mountain Brook, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. Net investment income was $14K.

The Brooke Foundation at a glance

Total assets
$1,809,814
+8.6% vs 2024
Revenue (2025)
$17,490
+15.7% vs 2024
Net investment income (2025)
$14,144
+7.7% vs 2024
Expenses (2025)
$7,044
+108.0% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who The Brooke Foundation funds

How this funder distributes its grants

Grant Size Distribution

8 grants across all recorded years

7<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 8 (88%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BirminghamCharlottesvilleELYGreenwichIndianopolisSeviervilleTuscaloosaWestcliffe

How The Brooke Foundation gives

  • Giving fell 92% from 2020 to 2023. Method
  • In 2023 it paid out 37% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K5 grants2020 1 grant2021 0 grants2022 7 grants2023 0 grants2024 0 grants2025

From 2020 to 2023, annual grant giving ranged from $26K (2023) to $323K (2020). In 2023 it made 7 grants totaling $26K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Alys Stephens Center Birmingham, ALSupport of the Organization.$12,250
Friends of Hurricane Creek Birmingham, ALSupport of the Organization.$5,000
Alabama Waldorf School Birmingham, ALSupport of the Organization.$2,500
Whitby School Inc Greenwich, CTSupport of the Organization.$2,500
Church Tonight Ministries Sevierville, TNSupport of the Organization.$1,500
Mission Wolf Westcliffe, COSupport of the Organization.$1,250
Girlspring Inc Birmingham, ALSupport of the Organization.$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,809,814$17,490$7,044———$14,144$84,859
2024$1,667,050$15,121$3,387———$13,137$78,956
2023$1,531,970$18,017$30,073$26,0007$26,000$13,158$70,123
2022$1,292,664$16,571$3,046———$12,172$69,842
2021$1,538,403$16,292$189,362$187,8861$187,886$11,214$89,511
2020$2,193,141$215,964$327,764$323,0955—$12,549$95,076

Under IRS private-foundation payout rules, The Brooke Foundation reported a distributable amount of $85K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Brooke Foundation is led by F. Dixon Brooke Jr., Director & President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • F. Dixon Brooke Jr.

    Director & President

    On filings since 2020

    No compensation reported

  • Dell S. Brooke

    Director & Chairman

    On filings since 2020

    No compensation reported

  • Carter Brooke Vann

    Director & Secretary

    On filings since 2020

    No compensation reported

  • F. Dixon Brooke III

    Director & Treasurer

    On filings since 2020

    No compensation reported

  • Nelson O'Hara Brooke

    Director & Vice President

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Brooke Foundation

How large is The Brooke Foundation?

The Brooke Foundation reported $1.8M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $17K.

Where does The Brooke Foundation operate?

The Brooke Foundation has awarded grants in Alabama, Colorado, Connecticut, Indiana, Minnesota, Tennessee, Virginia.

How much is The Brooke Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Brooke Foundation reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Brooke Foundation's EIN?

The Brooke Foundation's EIN (Employer Identification Number) is 27-1077512. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 29, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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—

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Brooke Foundation'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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