Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BROOKBANK FOUNDATION INC
 
% RIDGE A BRAUNSCHWEIG
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1016
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAFTON, WI530248416
A Employer identification number

39-1516196
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,640,922J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 88,433 75,392 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
309,747
b Gross sales price for all assets on line 6a 3,256,127
7 Capital gain net income (from Part IV, line 2)... 325,025
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,376 42,484 0
12 Total. Add lines 1 through 11........ 399,556 442,901 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,000 3,500 38,500 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
37,823 37,425 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,000 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
300 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,123 40,925 38,500 0
25 Contributions, gifts, grants paid....... 957,598 957,598
26 Total expenses and disbursements. Add lines 24 and 25 1,041,721 40,925 38,500 957,598
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -642,165
b Net investment income (if negative, enter -0-) 401,976
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 86,811 200,823 200,823
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 3,814,445 Click to see attachment
List of Attached Documents:
// Content
3,397,022 		3,397,022
c Investments—corporate bonds (attach schedule)....... 383,562 Click to see attachment
List of Attached Documents:
// Content
556,714 		556,714
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 545,673 Click to see attachment
List of Attached Documents:
// Content
486,363 		486,363
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,830,491 4,640,922 4,640,922
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 1,200,000 450,000
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 1,200,000 450,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,630,491 4,190,922
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,630,491 4,190,922
30 Total liabilities and net assets/fund balances (see instructions). 4,830,491 4,640,922
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,630,491
2
Enter amount from Part I, line 27a .....................
2
-642,165
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,252,596
4
Add lines 1, 2, and 3 ..........................
4
4,240,922
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
50,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,190,922
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SENIOR NOTE GOLUB CAPITAL K-1 P 2017-06-30 2023-12-31
b FREEPORT FIRST LIEN LOAN FUND III OFFSHORE LP P 2015-12-25 2023-12-31
c CAPITAL GAIN DISTRIBUTIONS P 2023-12-31 2023-12-31
d Public Traded Securities      
e Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
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Public Traded Securities      
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Public Traded Securities      
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Public Traded Securities      
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Public Traded Securities      
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Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 73 0 0 73
b 230 0 0 230
c 14,966 0 0 14,966
d 89,190 0 100,000 -10,810
e 669 0 667 2
67,970 0 49,382 18,588
19,970 0 16,058 3,912
174,933 0 146,680 28,253
75,037 0 76,256 -1,219
171,945 0 150,000 21,945
158,357 0 156,687 1,670
50,000 0 49,505 495
49,970 0 49,362 608
84,979 0 84,822 157
34,991 0 35,030 -39
100,000 0 42,544 57,456
50,000 0 22,966 27,034
15,157 0 7,122 8,035
84,843 0 59,673 25,170
104,982 0 104,088 894
59,936 0 60,030 -94
96,402 0 95,942 460
123,761 0 123,430 331
119,871 0 120,030 -159
200,000 0 200,000 0
149,970 0 119,397 30,573
90,000 0 87,473 2,527
120,000 0 120,145 -145
120,000 0 129,928 -9,928
75,000 0 71,876 3,124
331,026 0 336,723 -5,697
8,927 0 8,365 562
76,476 0 83,235 -6,759
869 0 588 281
290 0 188 102
4,045 0 2,745 1,300
301 0 196 105
1,736 0 1,255 481
2,893 0 2,457 436
3,472 0 3,079 393
2,604 0 1,765 839
3,219 0 2,244 975
230 0 230 0
251 0 160 91
6,024 0 4,222 1,802
1,004 0 790 214
5,827 0 556 5,271
1,077 0 111 966
10,037 0 1,020 9,017
3,393 0 2,808 585
4,806 0 4,012 794
2,827 0 2,596 231
2,260 0 2,124 136
2,271 0 2,124 147
2,528 0 2,360 168
2,533 0 2,596 -63
2,514 0 2,360 154
2,793 0 2,596 197
2,212 0 941 1,271
457 0 188 269
1,724 0 715 1,009
2,593 0 1,129 1,464
1,498 0 1,116 382
999 0 452 547
2,377 0 1,860 517
2,837 0 1,430 1,407
3,329 0 2,358 971
979 0 784 195
3,103 0 2,675 428
4,267 0 3,449 818
2,298 0 1,814 484
1,838 0 1,345 493
460 0 436 24
3,106 0 2,812 294
2,305 0 2,351 -46
301 0 391 -90
1,904 0 2,086 -182
5,481 0 1,356 4,125
5,245 0 1,492 3,753
1,907 0 2,137 -230
3,338 0 3,411 -73
309 0 260 49
2,486 0 2,082 404
162 0 130 32
5,698 0 4,684 1,014
3,052 0 2,472 580
3,639 0 3,123 516
687 0 354 333
2,692 0 2,371 321
1,632 0 943 689
3,469 0 3,156 313
2,610 0 2,209 401
3,260 0 2,761 499
7,661 0 3,257 4,404
274 0 116 158
10,478 0 4,537 5,941
2,821 0 2,847 -26
455 0 291 164
2,727 0 2,844 -117
2,715 0 2,301 414
513 0 460 53
4,104 0 4,055 49
3,177 0 2,572 605
289 0 261 28
192 0 174 18
3,550 0 3,225 325
1,919 0 1,997 -78
1,582 0 1,183 399
791 0 831 -40
475 0 361 114
166 0 178 -12
1,175 0 1,247 -72
3,023 0 3,153 -130
2,015 0 2,116 -101
2,312 0 1,900 412
3,868 0 3,331 537
7,424 0 755 6,669
2,199 0 226 1,973
12,634 0 1,434 11,200
2,294 0 2,342 -48
3,381 0 377 3,004
1,691 0 1,082 609
1,315 0 1,658 -343
52 0 73 -21
687 0 955 -268
3,690 0 2,520 1,170
6,541 0 3,861 2,680
2,890 0 3,475 -585
102 0 105 -3
1,341 0 1,370 -29
1,719 0 2,442 -723
1,754 0 2,056 -302
2,491 0 1,599 892
4,819 0 3,198 1,621
1,127 0 984 143
2,611 0 2,296 315
4,429 0 4,264 165
2,247 0 1,469 778
624 0 452 172
2,809 0 2,109 700
1,400 0 993 407
233 0 233 0
487 0 331 156
2,922 0 2,077 845
586 0 468 118
1,758 0 1,505 253
2,738 0 2,258 480
2,282 0 2,411 -129
4,573 0 2,079 2,494
8,266 0 3,897 4,369
5,523 0 4,184 1,339
179 0 127 52
9,605 0 6,974 2,631
524 0 437 87
2,096 0 2,299 -203
3,304 0 2,071 1,233
2,475 0 1,553 922
4,125 0 3,201 924
337 0 189 148
6,372 0 3,599 2,773
7,836 0 4,546 3,290
2,938 0 2,734 204
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       73
b       230
c       14,966
d       -10,810
e       2
      18,588
      3,912
      28,253
      -1,219
      21,945
      1,670
      495
      608
      157
      -39
      57,456
      27,034
      8,035
      25,170
      894
      -94
      460
      331
      -159
      0
      30,573
      2,527
      -145
      -9,928
      3,124
      -5,697
      562
      -6,759
      281
      102
      1,300
      105
      481
      436
      393
      839
      975
      0
      91
      1,802
      214
      5,271
      966
      9,017
      585
      794
      231
      136
      147
      168
      -63
      154
      197
      1,271
      269
      1,009
      1,464
      382
      547
      517
      1,407
      971
      195
      428
      818
      484
      493
      24
      294
      -46
      -90
      -182
      4,125
      3,753
      -230
      -73
      49
      404
      32
      1,014
      580
      516
      333
      321
      689
      313
      401
      499
      4,404
      158
      5,941
      -26
      164
      -117
      414
      53
      49
      605
      28
      18
      325
      -78
      399
      -40
      114
      -12
      -72
      -130
      -101
      412
      537
      6,669
      1,973
      11,200
      -48
      3,004
      609
      -343
      -21
      -268
      1,170
      2,680
      -585
      -3
      -29
      -723
      -302
      892
      1,621
      143
      315
      165
      778
      172
      700
      407
      0
      156
      845
      118
      253
      480
      -129
      2,494
      4,369
      1,339
      52
      2,631
      87
      -203
      1,233
      922
      924
      148
      2,773
      3,290
      204
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 325,025
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,587
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,587
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,587
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,697
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,197
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 610
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow610 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN A
14
The books are in care ofright arrowBROOKBANK FOUNDATION INC Telephone no.right arrow (262) 478-0775

Located atright arrowPO BOX 1016GRAFTONWI ZIP+4right arrow530248416
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowCK
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARY ANN LABAHNClick to see attachment
List of Attached Documents:
// Content
PRESIDENT
1.00 		14,000 0 0
11501 N PORT WASHINGTON RD 201
MEQUON,WI53092
CHARLES P LABAHNClick to see attachment
List of Attached Documents:
// Content
EXEC VP & SECRETARY,
1.00 		14,000 0 0
11501 N PORT WASHINGTON RD 201
MEQUON,WI53092
RIDGE BRAUNSCHWEIGClick to see attachment
List of Attached Documents:
// Content
VP & TREASURER
4.00 		14,000 0 0
11501 N PORT WASHINGTON RD 201
MEQUON,WI53092
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,755,853
b
Average of monthly cash balances.......................
1b
70,174
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,826,027
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,826,027
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
72,390
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,753,637
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
237,682
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
237,682
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,587
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
5,587
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
232,095
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
232,095
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
232,095
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
957,598
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
957,598
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 232,095
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 219,841
b From 2019...... 629,056
c From 2020...... 755,475
d From 2021...... 662,161
e From 2022...... 636,362
f Total of lines 3a through e ........ 2,902,895
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 957,598
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 232,095
e Remaining amount distributed out of corpus 724,889
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,627,784
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		219,841
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,407,943
10 Analysis of line 9:
a Excess from 2019.... 629,056
b Excess from 2020.... 755,475
c Excess from 2021.... 662,161
d Excess from 2022.... 636,362
e Excess from 2023.... 724,889
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Ascension Wisconsin Foundation


2320 N Lake Drive
Milwaukee,WI53211 		No Relationship SO I Contibution Provided 1,000
BoysGirls Club of Greater Milwaukee


11558 North 6th Street
Milwaukee,WI53212 		No Relationship 509a1 Contibution Provided 1,000
Charles E Kubly Foundation


1341 W Mequon Road 220
Mequon,WI53092 		No Relationship 509a1 Contibution Provided 1,000
Economics Wisconsin


7635 W Bluemound Road Suite 106
Milwaukee,WI53213 		No Relationship NC Contibution Provided 2,000
Florentine Opera Company


205 W Highland Ave 201
Milwaukee,WI53203 		No Relationship 509a1 Contibution Provided 5,000
Florentine Opera Company


205 W Highland Ave 201
Milwaukee,WI53203 		No Relationship 509a1 Contibution Provided 30,000
Florentine Opera Company


205 W Highland Ave 201
Milwaukee,WI53203 		No Relationship 509a1 Contibution Provided 4,700
Florentine Opera Company


205 W Highland Ave 201
Milwaukee,WI53203 		No Relationship 509a1 Contibution Provided 3,750

Friend of Boerner Botanical Gardens Inc

9400 Boerner Drive Suite 1
Hales Corner,WI53130 		No Relationship 509a1 Contibution Provided 5,000

Friend of Boerner Botanical Gardens Inc

9400 Boerner Drive Suite 1
Hales Corner,WI53130 		No Relationship 509a1 Contibution Provided 1,000
Historic Haymarket Milwaukee HHM


800 West Wells Street
Milwaukee,WI532331478 		No Relationship PC Contibution Provided 100,000
Mayo Clinic


200 First Street SW
Rochester,MN55905 		No Relationship 509a2 Contibution Provided 1,000
Medical College of Wisconsin


P O Box 26509
Milwaukee,WI532260509 		No Relationship 509a1 Contibution Provided 600,000
Miami University


725 East Chestnut Street
Oxford,OH450562480 		No Relationship 509a1 Contibution Provided 1,000
Milwaukee Art Museum


700 North Art Museum Drive
Milwaukee,WI53202 		No Relationship 509a2 Contibution Provided 10,000
Milwaukee Ballet


128 N Jackson Street
Milwaukee,WI53202 		No Relationship PC Contibution Provided 5,000

Milwaukee County War Memorial Center

750 N Lincoln Memorial Drive
Milwaukee,WI53202 		No Relationship PC Contibution Provided 1,000
Milwaukee Film Festival


1037 W McKinley Ave
Milwaukee,WI53205 		No Relationship NC Contibution Provided 4,068

Milwaukee Institute of Art and Design Inc

273 East Erie Street
Milwaukee,WI53202 		No Relationship PC Contibution Provided 1,000
Milwaukee Public Library Foundation


814 West Wisconsin Avenue
Milwaukee,WI53233 		No Relationship 509a1 Contibution Provided 1,000
Milwaukee Public Museum Inc


800 West Wells Street
Milwaukee,WI532331478 		No Relationship 509a1 Contibution Provided 5,000
Milwaukee Symphony Orchestra


1101 North Market Street Suite 100
Milwaukee,WI532023148 		No Relationship 509a1 Contibution Provided 100,000
Next Act Theatre


P O Box 394
Milwaukee,WI53201 		No Relationship 509a2 Contibution Provided 1,000
Next Door Foundation


2545 N 29th Street
Milwaukee,WI53210 		No Relationship SO I Contibution Provided 1,000
Old World Foundation


123 E Main Street
Eagle,WI53119 		No Relationship 509a1 Contibution Provided 1,000
Palm Springs Art Museum


P O Box 2310
Palm Springs,CA922632310 		No Relationship 509a1 Contibution Provided 2,500

Palm Springs International Film Society

181 South Civic Drive Suite 1
Palm Springs,CA92262 		No Relationship PC Contibution Provided 21,000

Sharon Lynne Wilson Center for the Arts

3270 Mitchell Park Drive
Brookfield,WI53045 		No Relationship PC Contibution Provided 1,000
St Christophers Episcopal Church


7845 River Road
River Hills,WI53217 		No Relationship 509a1 Contibution Provided 2,000
St Johns Lutheran Church and School


7877 N Port Washington Road
Glendale,WI53217 		No Relationship 509a1 Contibution Provided 2,000
St Sava Serbian Orthodox Cathedral


3201 South 51st Street
Milwaukee,WI53219 		No Relationship 509a1 Contibution Provided 2,000
The Women's Club of Wisconsin


813 E Kilbourn Ave
Milwaukee,WI53202 		No Relationship NC Contibution Provided 1,000
United Way of Greater Milwaukee


PO Box 88110
Milwaukee,WI532880110 		No Relationship 509a1 Contibution Provided 10,000
United Performing Arts Fund


301 W Wisconsin Ave Suite 600
Milwaukee,WI532032232 		No Relationship 509a1 Contibution Provided 10,000
Versiti


P O Box 26576
Milwaukee,WI53226 		No Relationship SO I Contibution Provided 1,000
Wisconsin Aquatics Association Inc


University of Wisconsin
1440 Monroe Street
Madison,WI537112080 		No Relationship 509a1 Contibution Provided 17,580
Wisconsin Historical Foundation Inc


816 State Street
Madison,WI53706 		No Relationship 509a2 Contibution Provided 1,000
Total .................................right arrow 3a 957,598
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0   0 0
4 Dividends and interest from securities ....   0 14 88,433 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0 18 309,747 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
aClass Action Settlement 		  0 14 1,376 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 399,556 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
399,556
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2023 GainLossSaleOtherAssetsSch
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Publicly Traded Securities 2023-01 Purchase 2023-12  
Publicly Traded Securities 		3,256,127 2,946,380   0   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
Bond Funds 556,714 556,714

TY 2023 InvestmentsCorpStockSchedule
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Equity Funds 3,397,022 3,397,022

TY 2023 InvestmentsOtherSchedule2
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Alternatives FMV 486,363 486,363

TY 2023 OtherDecreasesSchedule
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Description Amount
Future Commitments Made 50,000


TY 2023 OtherExpensesSchedule
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Filing Fees 204 0 0 0
Lunch for meeting 96 0 0 0


TY 2023 OtherIncomeSchedule2
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Settlement 1,376 0 0
Ordinary Earnings 0 42,484 0


TY 2023 OtherIncreasesSchedule
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Description Amount
Prior Commitments Paid 800,000
Unrealized Market Valuation 452,596


TY 2023 OtherProfessionalFeesSchedule
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Advisory 37,823 37,425 0 0


TY 2023 TaxesSchedule
Name:
BROOKBANK FOUNDATION INC
EIN:
39-1516196
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Taxes Paid 4,000 0 0 0