2023-12-22T12:36:29-06:00 2022-12-31 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990PF 2022-01-01 300841409 THE BROAD FAMILY FOUNDATION % TODD BROAD BROA 2319433443 1492 Dracka Road TRAVERSE CITY MI 49685 TODD BROAD PRESIDENT 2318832947 2023-05-12 true TODD BROAD 999009999 Jacob Cook P01240455 6167747000 2023-05-12 2022 2023-04-26 12:10:37Z X X X 3270399 X 0 X 162709 162709 0 -1234415 7836928 0 -1071706 162709 0 0 25422 25422 0 0 863 863 0 0 1407 217 0 20 27692 26502 0 20 337500 337500 365192 26502 0 337520 -1436898 136207 0 71207 3876 3876 7308154 3791883 3266523 4135878 0 0 11515239 3795759 3270399 0 0 X 11515239 3795759 11515239 3795759 11515239 3795759 11515239 -1436898 10078341 6282582 3795759 ST CAPITAL GAINS/(LOSS) 1745132 1953307 -208175 -208175 LT CAPITAL GAINS/(LOSS) 6080388 7118036 -1037648 -1037648 CAPITAL GAIN DIVIDENDS P 11408 CAPITAL GAIN DIVIDENDS P 11408 -1234415 1893 1893 1893 10166 0 10166 8273 8273 false false false false false false false true true MI true false false false true true TODD BROAD 2318832947 1492 DRACKA ROAD TRAVERSE CITY MI 49685 false false false false false false false false false false false false false false false false false false false false false TROY L BROAD 1492 Dracka Road TRAVERSE CITY MI 49685 PRESIDENT 1.0 0 0 0 TODD E BROAD 1492 Dracka Road TRAVERSE CITY MI 49685 VICE PRESIDENT 1.0 0 0 0 TONYA A WILDFONG 1492 Dracka Road TRAVERSE CITY MI 49685 SECRETARY 1.0 0 0 0 T ERIC RITCHIE 1492 Dracka Road TRAVERSE CITY MI 49685 TREASURER 1.0 0 0 0 9596117 64909 0 9661026 0 9661026 144915 9516111 475806 475806 1893 1893 473913 473913 473913 337520 0 0 0 0 337520 473913 2020 2019 2018 34795 10833 68826 5223 24517 144194 337520 337520 0 136393 136393 7801 0 7801 7801 TROY L BROAD NONE X MEALS ON WHEELS 3963 THREE MILE ROAD TRAVERSE CITY MI 49686 NONE PC GENERAL OPERATING 8000 MICHAELS PLACE 1212 VETERANS DRIVE SUITE 210 TRAVERSE CITY MI 49684 NONE PC GENERAL OPERATING 18500 NATIONAL CHRISTIAN FOUNDATION 4670 FULTON STREET E SUITE 204 ADA MI 49301 NONE PC GENERAL OPERATING 112500 NORTHWEST MICHIGAN SUPPORTIVE HOUSING 3588 VETERANS DRIVE SUITE 1 TRAVERSE CITY MI 49684 NONE PC GENERAL OPERATING 9000 PEACE RANCH 2570 HOOSIER VALLEY ROAD TRAVERSE CITY MI 49685 NONE PC GENERAL OPERATING 16000 PREGNANCY CARE CENTER PO BOX 5363 TRAVERSE CITY MI 49686 NONE PC GENERAL OPERATING 3000 SINGLE MOMM 1748 S GARFIELD AVE TRAVERSE CITY MI 49686 NONE PC GENERAL OPERATING 27500 THE SALVATION ARMY - TRAVERSE CITY 1239 BARLOW STREET TRAVERSE CITY MI 49686 NONE PC GENERAL OPERATING 3000 TRAVERSE BAY CHILDRENS ADVOCACY CENTER INC 2000 CHARTWELL DRIVE SUITE 3 TRAVERSE CITY MI 49696 NONE PC GENERAL OPERATING 15000 WOMEN'S RESOURCE CENTER 720 SOUTH ELMWOOD AVENUE SUITE 2 TRAVERSE CITY MI 49684 NONE PC GENERAL OPERATING 22000 YOUNG LIFE MINISTRIES 423 E EIGHTH STREET TRAVERSE CITY MI 49686 NONE PC GENERAL OPERATING 15500 BENZIE AREA CHRISTIAN NEIGHBORS INC PO BOX 93 BENZONIA MI 49616 NONE PC GENERAL OPERATING 3000 BIG BROTHERS BIG SISTERS 900 E FRONT STREET SUITE 125 TRAVERSE CITY MI 49686 NONE PC GENERAL OPERATING 13000 BRICKWAYS FOUNDATION 935 BARLOW STREET TRAVERSE CITY MI 49686 NONE PC GENERAL OPERATING 6000 CHILD & FAMILY SERVICES OF NORTHWEST MICHIGAN 3785 VETERANS DRIVE TRAVERSE CITY MI 49684 NONE PC GENERAL OPERATING 16000 DISABILITY NETWORK OF NORTHERN MICHIGAN 415 E EIGHTH STREET TRAVERSE CITY MI 49686 NONE PC GENERAL OPERATING 1500 FATHER FRED FOUNDATION PO BOX 2260 TRAVERSE CITY MI 49685 NONE PC GENERAL OPERATING 13500 GENERATIONS AHEAD 3962 N THREE MILE ROAD N TRAVERSE CITY MI 49686 NONE PC GENERAL OPERATING 3000 GRAND TRAVERSE AREA CATHOLIC SCHOOLS 123 EAST ELEVENTH ST TRAVERSE CITY MI 49684 NONE PC GENERAL OPERATING 7500 HABITAT FOR HUMANITY PO BOX 5412 TRAVERSE CITY MI 49696 NONE PC GENERAL OPERATING 6000 LAKE ANN BAPTIST CAMP INC PO BOX 109 LAKE ANN MI 49650 NONE PC GENERAL OPERATING 10000 LEELANAU CHRISTIAN NEIGHBORS INC PO BOX 196 LAKE LEELANAU MI 49653 NONE PC GENERAL OPERATING 8000 337500 14 162709 18 -1234415 -1071706 -1071706 false false false false false false false false false false PART XII PART XII THE ALLOCATION OF THE ORIGINAL TAX ATTRIBUTES HAVE BEEN ALLOCATED TO THE BROAD FAMILY FOUNDATION, GIG FOUNDATION, AND LAUS DEO FOUNDATION AS LISTED BELOW: THE BROAD FAMILY FOUNDATION: Excess distributions carryover: YEAR ENDED DECEMBER 31, 2017 $ 34,795 YEAR ENDED DECEMBER 31, 2018 $ 10,833 YEAR ENDED DECEMBER 31, 2019 $ 68,826 YEAR ENDED DECEMBER 31, 2020 $ 5,223 YEAR ENDED DECEMBER 31, 2021 $ 24,517 TOTAL: $ 144,194 GIG FOUNDATION: Excess distributions carryover: YEAR ENDED DECEMBER 31, 2017 NONE YEAR ENDED DECEMBER 31, 2018 NONE YEAR ENDED DECEMBER 31, 2019 NONE YEAR ENDED DECEMBER 31, 2020 $ 2,503 YEAR ENDED DECEMBER 31, 2021 $ 24,517 TOTAL: $ 27,020 LAUS DEO FOUNDATION: Excess distributions carryover: YEAR ENDED DECEMBER 31, 2017 NONE YEAR ENDED DECEMBER 31, 2018 NONE YEAR ENDED DECEMBER 31, 2019 NONE YEAR ENDED DECEMBER 31, 2020 $ 2,503 YEAR ENDED DECEMBER 31, 2021 $ 24,517 TOTAL: $ 27,020 REASON FOR AMENDING REASON FOR AMENDING THE CARRYOVERS IN PART XII ARE ADJUSTED TO REFLECT THE AMOUNT USED PRIOR TO THE SPLIT. BALANCED INDEX FUND ADM 1568142 1392206 WELLINGTON FUND ADMIRAL 2223741 1874317 TRANSFER ASSETS RELATED TO FOUNDATIONS 6282582 MISCELLANEOUS FEES 217 217 0 0 MICHIGAN ANNUAL REPORT FEE 20 0 0 20 OTHER EXPENSES 1170 0 0 0 INVESTMENT MANAGEMENT FEES 25422 25422 0 0 FOREIGN TAX 863 863 0 0