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TIMOTHY AND ELEANOR K BROE FAMILYFOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
TIMOTHY AND ELEANOR K BROE FAMILYFOUNDATION (EIN 20-3690237)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202641349349103284
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T14:07:46-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461539797PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHWARTZ CPA GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130800 TELEGRAPH RD STE 1775AddressLine1Txt
CityBINGHAM FARMSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480254593ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203690237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY AND ELEANOR K BROE FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTIMOBusinessNameControlTxt
Phone2484742763PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120476 LEXINGTONAddressLine1Txt
CityNORTHVILLECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48167ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY BROEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2484742763PhoneNum
Signature2026-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL SCHWARTZ CPAPreparerPersonNm
PTINP00161020PTIN
Phone2486456010PhoneNum
Preparation2026-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$762,019FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$31,592InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31,592InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,230DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,230DividendsNetInvstIncmAmt
Total Rev And Expnss$45,822TotalRevAndExpnssAmt
Total Net Invst Incm$45,822TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,990AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,990TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,490TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,668ExcessRevenueOverExpensesAmt
Net Investment Income$45,822NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$777,920SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$762,019SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$762,019SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$777,920TotalAssetsBOYAmt
Total Assets EOY$762,019TotalAssetsEOYAmt
Total Assets EOYFMV$762,019TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$777,920NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$762,019NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$777,920TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$762,019TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$777,920TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$762,019TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$777,920TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,668ExcessRevenueOverExpensesAmt
Other Increases$141OtherIncreasesAmt
Subtotal$762,393SubtotalAmt
Other Decreases$374OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$762,019TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter2007-01-17RulingLetterDt
Investment Income Excise Tax$637InvestmentIncomeExciseTaxAmt
Subtotal$637SubtotalAmt
Tax Based On Investment Income$637TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$20EsPenaltyAmt
Tax Due$657TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL SCHWARTZIndividualWithBooksNm
Phone2486456010PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130800 TELEGRAPH RD 1775AddressLine1Txt
Address Line2SUITE 1775AddressLine2Txt
CityBINGHAM FARMSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TIMOTHY BROE
20476 LEXINGTONNORTHVILLEMI48167PRESIDENT1.00$0$0$0
ELEANOR BROE
20476 LEXINGTONNORTHVILLEMI48167VICE-PRES1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROVIDES FINANCIAL SUPPORT FOR VARIOUS RELIGIOUS AND EDUCATIONAL ORGANIZATIONS.Description1Txt
Expenses1$59,500Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$769,970AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$769,970TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$769,970AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,550CashDeemedCharitableAmt
Net Vl Noncharitable Assets$758,420NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,921MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,921MinimumInvestmentReturnAmt
Tax Based On Investment Income$637TaxBasedOnInvestmentIncomeAmt
Total Tax$637TotalTaxAmt
Distributable Before Adj$37,284DistributableBeforeAdjAmt
Distributable Before Ded$37,284DistributableBeforeDedAmt
Distributable As Adjusted$37,284DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,500ExpensesAndContributionsAmt
Qualifying Distributions$59,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,284DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$8,319ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,114ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,433TotalExcessDistributionCyovAmt
Qualifying Distributions$59,500QualifyingDistributionsAmt
Applied To Current Year$37,284AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,216RemainingDistriFromCorpusAmt
Total Corpus$38,649TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$38,649ExcessDistriCyovToNextYrAmt
Excess From Year2$8,319ExcessFromYear2Amt
Excess From Year1$8,114ExcessFromYear1Amt
Excess From Current Year$22,216ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CARS FILM FESTIVAL
108 NATIONAL AVE NWGRAND RAPIDSMI49504PCCHARITABLE USE$15,000
CARE NET PREGNANCY CENTER
2826 COOLIDGE HWYBERKLEYMI48072PCCHARITABLE USE$2,500
CHRIST THE KING CATHOLIC SCHOOL
16800 TRINITY AVEDETROITMI48219PCCHARITABLE USE$5,000
GOSPEL FELLOWSHIP ASSOCIATION
1809 WADE HAMPTON BLVDGREENVILLESC29609PCCHARITABLE USE$2,000SUITE110
LEGACY CHURCH OF NOVI
45301 W 11 MILE RDNOVIMI48375PCCHARITABLE USE$2,000
LIBERIAN YOUTH ORCHESTRA
2500 S JOHN HIX RDWESTLANDMI48186PCCHARITABLE USE$4,000
OMF INTERNATIONAL
10 WEST DRY CREEK CIRCLELITTLETONCO80120PCCHARITABLE USE$4,500
RIGHT TO LIFE
PO BOX 901GRAND RAPIDSMI49509PCCHARITABLE USE$2,500
THE CROSS MINISTRY PROJECT
PO BOX 2094BROOMFIELDCO80038PCCHARITABLE USE$2,000
THE CRUCIBLE PROJECT
PO BOX 690894SAN ANTONIOTX78269PCCHARITABLE USE$2,000
THE YUNION
1129 OAKMAN BLVDDETROITMI48238PCCHARITABLE USE$7,000
THRIVE TODAY
PO BOX 1711HOLLANDMI49422PCCHARITABLE USE$3,000
TZEDAKAH MINISTRIES INC
654 ROUTE 32HIGHLAND HILLSNY10930PCCHARITABLE USE$3,000
WESTSIDE CHRISTION ACADEMY
9450 BRAMELLDETROITMI482391302PCCHARITABLE USE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,592ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,230ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45,822ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,822TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,990Amt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXDesc
Amt$374Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$141Amt

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