Brookwood Foundation

Kenosha, WI
Tax-exempt since Jan. 2001
EIN: 39-2012432

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$597k (2024)

Expenses

$1.53M (2024)

Total Assets

$11M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$596,917

Expenses

$1,529,222

Net Income

-$932,305

Net Assets

$10,974,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$177,048	29.7%
Interest Revenue	$0
Dividends	$262,984	44.1%
Sales of Assets	$156,885	26.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,481,115	96.9%
Compensation of Officers*	$14,050	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,974,296
Total Liabilities	$0
Net Assets	$10,974,296

Compensation

Key Employees and Officers	Compensation	Other
Paula J Heide Poggenburg (Trustee)	$14,050	$0
Charles H Heide Jr (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

-$33,206

Expenses

$568,321

Net Income

-$601,527

Net Assets

$11,885,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$192,490
Sales of Assets	-$225,894
Other Income	$198

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$521,270	91.7%
Compensation of Officers*	$12,000	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,885,156
Total Liabilities	$0
Net Assets	$11,885,156

Compensation

Key Employees and Officers	Compensation	Other
Paula J Heide Poggenburg (Trustee)	$12,000	$0
Charles H Heide Jr (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$7,409

Expenses

$588,740

Net Income

-$596,149

Net Assets

$12,564,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,881
Sales of Assets	-$156,290
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$535,969	91.0%
Compensation of Officers*	$12,000	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,564,656
Total Liabilities	$0
Net Assets	$12,564,656

Compensation

Key Employees and Officers	Compensation	Other
Paula J Heide Poggenburg (Trustee)	$12,000	$0
Charles H Heide Jr (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$8,833,527

Expenses

$174,858

Net Income

$8,658,669

Net Assets

$13,127,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,500,000	96.2%
Interest Revenue	$0
Dividends	$102,881	1.2%
Sales of Assets	$227,986	2.6%
Other Income	$2,660	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,460	86.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,127,591
Total Liabilities	$0
Net Assets	$13,127,591

Compensation

Key Employees and Officers	Compensation	Other
Charles H Heide Jr (Trustee)	$0	$0
Paula J Heide Poggenburg (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0
Charles H Heide Sr (Trustee)	$0	$0

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990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$323,420

Expenses

$125,922

Net Income

$197,498

Net Assets

$4,494,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$275,419	85.2%
Interest Revenue	$1,284	0.4%
Dividends	$90,037	27.8%
Sales of Assets	$0
Other Income	$1,327	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,116	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,494,370
Total Liabilities	$1
Net Assets	$4,494,369

Compensation

Key Employees and Officers	Compensation	Other
Charles H Heide Jr (Trustee)	$0	$0
Charles H Heide Sr (Trustee)	$0	$0
Paula Heide Poggenburg (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on Aug. 24, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$869,770

Expenses

$129,424

Net Income

$740,346

Net Assets

$4,296,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,034	0.3%
Dividends	$67,377	7.7%
Sales of Assets	$108,679	12.5%
Other Income	$690,680	79.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,270	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,296,872
Total Liabilities	$1
Net Assets	$4,296,871

Compensation

Key Employees and Officers	Compensation	Other
Kathryn H Heide (Trustee)	$0	$0
Charles H Heide Jr (Trustee)	$0	$0
Charles H Heide Sr (Trustee)	$0	$0
Paula Heide Poggenburg (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$213,267

Expenses

$134,037

Net Income

$79,230

Net Assets

$3,556,526

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,273	1.1%
Dividends	$57,774	27.1%
Sales of Assets	$181,759	85.2%
Other Income	-$28,539

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,214	71.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,556,526
Total Liabilities	$0
Net Assets	$3,556,526

Compensation

Key Employees and Officers	Compensation	Other
Kathryn H Heide (Trustee)	$0	$0
Charles H Heide Jr (Trustee)	$0	$0
Charles H Heide Sr (Trustee)	$0	$0
Paula Heide Poggenburg (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on Nov. 16, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$1,035,586

Expenses

$158,919

Net Income

$876,667

Net Assets

$3,477,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$635,711	61.4%
Interest Revenue	$44	0.0%
Dividends	$51,477	5.0%
Sales of Assets	$342,844	33.1%
Other Income	$5,510	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,432	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,477,296
Total Liabilities	$0
Net Assets	$3,477,296

Compensation

Key Employees and Officers	Compensation	Other
Kathryn H Heide (Trustee)	$0	$0
Charles H Heide Jr (Trustee)	$0	$0
Charles H Heide Sr (Trustee)	$0	$0
Paula Heide Poggenburg (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on Sept. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$98,918

Expenses

$229,758

Net Income

-$130,840

Net Assets

$2,600,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.0%
Dividends	$51,066	51.6%
Sales of Assets	$54,227	54.8%
Other Income	-$6,404

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,873	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,600,629
Total Liabilities	$0
Net Assets	$2,600,629

Compensation

Key Employees and Officers	Compensation	Other
Kathryn H Heide (Trustee)	$0	$0
Charles H Heide Jr (Trustee)	$0	$0
Charles H Heide Sr (Trustee)	$0	$0
Paula Heide Poggenburg (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$217,564

Expenses

$317,008

Net Income

-$99,444

Net Assets

$2,731,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$190	0.1%
Dividends	$45,613	21.0%
Sales of Assets	$187,966	86.4%
Other Income	-$16,205

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$297,658	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,731,469
Total Liabilities	$0
Net Assets	$2,731,469

Compensation

Key Employees and Officers	Compensation	Other
Kathryn H Heide (Trustee)	$0	$0
Charles H Heide Jr (Trustee)	$0	$0
Charles H Heide Sr (Trustee)	$0	$0
Paula Heide Poggenburg (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on Aug. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$251,801

Expenses

$159,671

Net Income

$92,130

Net Assets

$2,830,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.0%
Dividends	$50,626	20.1%
Sales of Assets	$204,775	81.3%
Other Income	-$3,640

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,482	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,830,913
Total Liabilities	$0
Net Assets	$2,830,913

Compensation

Key Employees and Officers	Compensation	Other
Kathryn H Heide (Trustee)	$0	$0
Charles H Heide Jr (Trustee)	$0	$0
Charles H Heide Sr (Trustee)	$0	$0
Paula Heide Waller (Trustee)	$0	$0
Krista J Reck (Trustee)	$0	$0
Kathryn H Thompson (Trustee)	$0	$0

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990-PF

Filed on Aug. 4, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$213,107

Expenses

$274,196

Net Income

-$61,089

Net Assets

$2,738,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$217	0.1%
Dividends	$48,706	22.9%
Sales of Assets	$174,180	81.7%
Other Income	-$9,996

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,237	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,738,783
Total Liabilities	$0
Net Assets	$2,738,783

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

-$99,274

Expenses

$146,028

Net Income

-$245,302

Net Assets

$2,799,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17
Dividends	$69,777
Sales of Assets	$0
Other Income	-$32,243

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,207	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,799,872
Total Liabilities	$1
Net Assets	$2,799,871

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$95,664

Expenses

$191,416

Net Income

-$95,752

Net Assets

$3,045,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,620	8.0%
Dividends	$50,153	52.4%
Sales of Assets	$48,952	51.2%
Other Income	-$11,061

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,362	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,045,174
Total Liabilities	$0
Net Assets	$3,045,174

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Brookwood Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $597k (2024)

Expenses $1.53M (2024)

Total Assets $11M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$597k (2024)

Expenses

$1.53M (2024)

Total Assets

$11M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001