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Nonprofit · EIN 36-3761545

MARGARET BROCH FOUNDATION

Tax-exempt · JUPITER, FL 33458

Financials

$40K$9K2023$6K$3K2024
Revenue Expenses · by fiscal year end
Financials of MARGARET BROCH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$6,229$2,956$3,273$109,371$0$0
September 30, 2024990-PF$40,312$9,000$31,312$120,055$0$0
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Net gain from sales of assets
$6,229

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$163

Balance sheet and other

Total assets, start of year
$120,055
Total assets, end of year
$109,371
Total liabilities, end of year
$0
Net assets, end of year
$0
Fair market value of assets
$109,371
Qualifying distributions
$16,456
Net investment income
$11,723

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DIANE C STEVENS
721 MIDDLETON LANE, DES MOINES, IA 60016
DIRECTOR0$0
JOHN W BROCH
106 HAMPTON CIRCLE, JUPITER, FL 33458
DIRECTOR0$0
990-PF for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
DIANE C STEVENS
721 MIDDLETON LANE, Des Plaines, IL 60016
DIRECTOR0$0
JOHN BROCH
106 HAMPTON CIRCLE, Jupiter, FL 33458
DIRECTOR0$0

Address and contacts

Address (IRS master file)
106 HAMPTON CIR, JUPITER, FL 33458-8115
In care of
% JOHN BROCH
Signed the 990-PF
JOHN W BROCH, DIRECTOR
Return prepared by
Block Advisors

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
36-3761545
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1990
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$109,371
Income (IRS master file)
$110,951

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$6,229$2,956$109,371IRS
990-PFSeptember 2024$40,312$9,000$120,055XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3761545).

Questions about MARGARET BROCH FOUNDATION

What is the EIN of MARGARET BROCH FOUNDATION?
The employer identification number (EIN) of MARGARET BROCH FOUNDATION is 36-3761545.
Is MARGARET BROCH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to MARGARET BROCH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARGARET BROCH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGARET BROCH FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARGARET BROCH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of MARGARET BROCH FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does MARGARET BROCH FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $6,229, expenses of $2,956 and total assets of $109,371 at year end.

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