Skip to main content

Nonprofit · EIN 52-2260304

MARILYN S BROAD FOUNDATION INC

Tax-exempt · ROSELAND, NJ 07068

Financials

$58K$239K2022$110K$191K2023$64K$170K2024
Revenue Expenses · by fiscal year end
Financials of MARILYN S BROAD FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$63,584$169,859-$106,275$1,610,231$22,553$1,587,678
October 31, 2024990-PF$110,046$191,332-$81,286$1,693,953$0$1,693,953
October 31, 2023990-PF$57,506$239,487-$181,981$1,775,239$0$1,775,239
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$57,738
Interest
$1,994
Net gain from sales of assets
$3,852

Expenses

Grants and similar amounts paid
$64,000
Compensation of officers, directors and key employees
$30,000
Disbursements for charitable purposes
$121,961
Excise tax on investment income
$218

Balance sheet and other

Total assets, start of year
$1,693,953
Total assets, end of year
$1,610,231
Total liabilities, end of year
$22,553
Net assets, end of year
$1,587,678
Fair market value of assets
$1,707,086
Qualifying distributions
$121,961
Net investment income
$63,584

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DANIEL SERVISS
3 BECKER FARM ROAD, ROSELAND, NJ 07068
PRES., TREASURER & DIRECTOR5$30,000
JONATHAN SERVISS
3 BECKER FARM ROAD, ROSELAND, NJ 07068
DIRECTOR1$0
EMILY SERVISS
3 BECKER FARM ROAD, ROSELAND, NJ 07068
DIRECTOR1$0
KATIE SERVISS
3 BECKER FARM ROAD, ROSELAND, NJ 07068
SECRETARY5$0
WILLIAM SERVISS
3 BECKER FARM ROAD, ROSELAND, NJ 07068
DIRECTOR1$0
REBECCA SERVISS
3 BECKER FARM ROAD, ROSELAND, NJ 07068
DIRECTOR1$0
990-PF for the year ended October 31, 2024: 6 people
NameTitleHours / weekCompensation
DANIEL SERVISS
75 LIVINGSTON AVENUE, ROSELAND, NJ 07068
PRES., TREASURER & DIRECTOR5$30,000
JONATHAN SERVISS
75 LIVINGSTON AVENUE, ROSELAND, NJ 07068
DIRECTOR1$0
EMILY SERVISS
75 LIVINGSTON AVENUE, ROSELAND, NJ 07068
DIRECTOR1$0
KATIE SERVISS
75 LIVINGSTON AVENUE, ROSELAND, NJ 07068
SECRETARY5$0
WILLIAM SERVISS
75 LIVINGSTON AVENUE, ROSELAND, NJ 07068
DIRECTOR1$0
REBECCA SERVISS
75 LIVINGSTON AVENUE, ROSELAND, NJ 07068
DIRECTOR1$0
990-PF for the year ended October 31, 2023: 3 people
NameTitleHours / weekCompensation
DANIEL SERVISS
75 LIVINGSTON AVENUE, ROSELAND, NJ 07068
PRES., TREASURER & DIRECTOR5$30,000
JONATHAN SERVISS
75 LIVINGSTON AVENUE, ROSELAND, NJ 07068
SECRETARY & DIRECTOR1$0
EMILY SERVISS
75 LIVINGSTON AVENUE, ROSELAND, NJ 07068
DIRECTOR1$0

Address and contacts

Address (IRS master file)
3 BECKER FARM RD STE 105, ROSELAND, NJ 07068-1726
In care of
% THE FOUNDATION
Signed the 990-PF
DANIEL SERVISS, PRESIDENT
Phone
(973) 295-3651
Return prepared by
CBIZ Advisors LLC

What it must file and when

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

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
52-2260304
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
2003
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,610,231
Income (IRS master file)
$722,183

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$63,584$169,859$1,610,231XML
990-PFOctober 2024$110,046$191,332$1,693,953XML
990-PFOctober 2023$57,506$239,487$1,775,239XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 2018–––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 52-2260304).

Questions about MARILYN S BROAD FOUNDATION INC

What is the EIN of MARILYN S BROAD FOUNDATION INC?
The employer identification number (EIN) of MARILYN S BROAD FOUNDATION INC is 52-2260304.
Is MARILYN S BROAD FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to MARILYN S BROAD FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARILYN S BROAD FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MARILYN S BROAD FOUNDATION INC due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARILYN S BROAD FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of MARILYN S BROAD FOUNDATION INC?
The 990-PF for the year ended October 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $30,000 (DANIEL SERVISS, PRES., TREASURER & DIRECTOR).
How much revenue does MARILYN S BROAD FOUNDATION INC have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $63,584, expenses of $169,859 and total assets of $1,610,231 at year end.

Other nonprofits in ROSELAND

All nonprofits in ROSELAND · New Jersey · Philanthropy, voluntarism and grantmaking foundations