Brandy Station Foundation

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EIN 54-1491337 Public charity (501(c)(3)) Brandy Station, VA NTEE A82Z

Form 990 (PDF)

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Revenue & expenses by yearFY2020–FY2025

Revenue

$29K

FY2025▼ -26%

Expenses

$40K

FY2025▼ -7%

Brandy Station Foundation EIN 54-1491337 Form 990 (PDF) Claim this org

Form 990 (PDF) Claim this org

Form 990 for the fiscal year ending December 2025 (IRS tax year 2025).

Preserves and educates about Civil War history. For fiscal year 2025 it reported $29K in revenue, $40K in expenses, and $1.0M in net assets.Pt I

Founded: 1989
Type: Public charity (501(c)(3)) · Arts & Culture
Location: Brandy Station, VA
Website: www.brandystationfoundation.com
Filings: 6 on file (2020–2025)

Revenue

$29KFY2025

Expenses

$40K

Net assets

$1.0M

People

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Provided by the organization

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Size

<$100K

What they do

Preserves and educates about Civil War history.

Leadership

Jane Brookins · Director

Money in and out

$29K revenue, $40K expenses

Bottom line

81% program efficiency

What Funders Ask

6 questions, answered from this org's own filings

Will my donation be tax-deductible?

GOOD

Yes — A charitable, religious, educational, scientific, or literary organization. Contributions are generally tax-deductible for donors.

IRS Business Master File records this organization as tax-exempt with deductible contributions. See detail →

Can I donate to this org right now?

GOOD

No revocation on IRS record

This EIN does not appear on the IRS auto-revocation list. See detail →

Is this organization up to date?

GOOD

Yes — filed FY2025

Most recent Form 990 on file is for fiscal year 2025 (1 year ago). See detail →

Is it receiving grants from reputable foundations?

GOOD

1 funder — Amazonsmile Foundation

1 distinct foundation funder(s) on file, $29 received in the most recent year with grants. See detail →

How is the money spent?

GOOD

81% to programs

81% of total functional expenses went to program services in the most recent filing (Form 990 Part IX); the rest is overhead and fundraising. See detail →

What's its financial size and trend?

NEUTRAL

<$100K · ↓ -26% vs prior year

Revenue band <$100K, -26% versus the prior filing year (down). See detail →

Where the money goes · FY2025

Total revenue

$29K

Pt VIII · Ln 12

Total expenses

$40K

Pt IX · Ln 25

Net assets

$1.0M

Pt X · Ln 32

Revenue less expenses (Pt I · Ln 19): −$11K

Where spending went · Part IX cols B–D

81%

19%

Program services $0.81 Management & general $0.19

Program efficiency

81%

of spending reaches programs▼ -7% vs prior filing year

Operating runway

11.1mo

months of highly liquid reserves at operating expense rate▼ -15% vs prior filing year

Surplus margin

-38%

revenue over expenses, this year▼ -326% vs prior filing year

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Summary of the Filing

Part I · fiscal year 2025 · Form 990

Total assets

$1.0M

FY2025▼ -1%

Total liabilities

FY2025

Revenue less expensesPt I · Ln 19−$11K

Total assetsPt X · Ln 16$1.0M

Program-expense ratioPt IX · col B81%

Voting members of governing bodyPt I · Ln 310

Independent voting membersPt I · Ln 410

Identity & Classification

Form 990 Header · IRS Business Master File

Legal name (IRS)Hdr · item CBrandy Station Foundation

EINHdr · item D54-1491337

Principal addressHdr · item CBrandy Station, VA

WebsiteHdr · item Jwww.brandystationfoundation.com

Year of formationHdr · item L1989

State of legal domicileHdr · item MVA

Exempt statusHdr · item I501(c)(3) · active

NTEE classificationIRS BMFArts & Culture (A82Z)

Ruling yearIRS BMFOct 1989

Governance & Policies

Part VI

Voting members of the governing bodyPt VI · Ln 1a10

Independent voting membersPt VI · Ln 1b10

Conflict-of-interest policyPt VI · Ln 12aNo

Whistleblower policyPt VI · Ln 13No

Document retention policyPt VI · Ln 14No

CEO/top-official compensation independently reviewedPt VI · Ln 15aNo

Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation

Jane Brookins

Director

$0Pt VII · Sec A

Helen Geisler

Director

$0Pt VII · Sec A

Don Carlson

Director

$0Pt VII · Sec A

Larry Pullen

Director

$0Pt VII · Sec A

Paul Warmack

Director

$0Pt VII · Sec A

Myra Lane

Director

$0Pt VII · Sec A

Elicia Belle

Director

$0Pt VII · Sec A

Wilfredo Golez

Director

$0Pt VII · Sec A

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Mission & Programs · Part III

Where the work happens

1 program service account for $33K of program spending, described in the organization's own filed words · FY2025.

Preservation of the historical structure & battlefield lands. Civil war education through presentations, artifacts & BOOKS.ACTIVITIES included summer lecture series, living history reenactments, battlefield tours and special events.

$33Kprogram expense

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Statement of Revenue

Part VIII

Contributions & grants$33K · 112%

Program service revenue$685 · 2%

Investment income$200 · 1%

Contributions & grants112%$33K

Program service revenue2%$685

Investment income1%$200

— government grantsLn 1e$5K

Total revenueLn 12$29K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising

Allocation · columns B–D

81%

19%

Program services $0.81 Management & general $0.19

Program services81%$33K

Management & general19%$8K

Total functional expensesLn 25$40K

Balance Sheet

Part X · end of year

CashLn 1$37K

Total assetsLn 16$1.0M

Total liabilitiesLn 26$0

Total net assetsLn 32$1.0M

Months of cash on handcomputed11.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it

Liquidity & Payout

Operating runway

Highly liquid reserves $37K · Operating expenses/yr $40K

11.1 months

Where the money goes

Program services

Program services $33K · Total expenses $40K

81%

Management & General

Management & general $8K · Total expenses $40K

19%

Fundraising

Fundraising $0 · Total expenses $40K

Cost to raise $1

Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $24K

Solicited contributions below reporting floor

Where the money comes from

Contribution dependence

Contributions & grants $33K · Total revenue $29K

112%

Government reliance

Government grants $5K · Total revenue $29K

17%

Earned-income share

Program service revenue $685 · Total revenue $29K

Investment reliance

Investment income $200 · Total revenue $29K

+0.7%

Program self-sufficiency

Program service revenue $685 · Total expenses $40K

Growth & trend

Revenue growth (YoY)

This year $29K · Prior year $40K

-26%

Revenue CAGR

FY2020 $38K · FY2025 $29K

-5%

Net-asset trend (YoY)

End of year $1.0M · Beginning of year —

Beginning net assets not meaningfully positive — showing dollar change

Balance sheet

Surplus Margin

Revenue $29K · Expenses $40K

-38%

Liabilities-to-Assets

Total liabilities — · Total assets $1.0M

—

Net-asset ratio

Net assets $1.0M · Total assets $1.0M

100%

Marketable Investment Share

Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $1.0M

Excludes program-related investments (Pt X, ln 13)

People & payroll

Highest Reported Total Compensation

Individual Jane Brookins · Reported title DIRECTOR · Highest reported compensation $0 · Total expenses $40K

Personnel share

Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $40K

—

Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

Metric	This org	Peer median	Percentile
Program ratio	81%	—	—
Overhead ratio	19%	—	—
Revenue growth	-26%	—	—

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record

Grants received · FY2023

Amazonsmile FoundationFY2023$29

Total grants receivedfrom 1 funder$29

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Filings & Schedule Manifest

Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

FY2025 (Latest)$29K revenue · viewing · ⤓ 990 PDF

FY2024$40K revenue · ⤓ 990 PDF

FY2023$23K revenue · ⤓ 990 PDF

FY2022$38K revenue · ⤓ 990 PDF

FY2021$30K revenue · ⤓ 990 PDF

FY2020$38K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings

Form 990 e-file (XML) · FY2025IRS

Classification, formation year, addressIRS Business Master File

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