Nonprofit · EIN 84-6725611
BRODERICK CHARITABLE FOUNDATION TR
Also known as PHILIP E BRODERICK TTEE
Tax-exempt · URBANDALE, IA 50323
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $83,532 | $120,229 | -$36,697 | $1,840,133 | $0 | $1,840,133 |
| December 31, 2024 | 990-PF | $52,338 | $84,330 | -$31,992 | $1,378,841 | $0 | $1,378,841 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,190
- Interest
- $7,103
- Net gain from sales of assets
- $56,239
Expenses
- Grants and similar amounts paid
- $114,999
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $119,477
- Excise tax on investment income
- $1,472
Balance sheet and other
- Total assets, start of year
- $1,378,841
- Total assets, end of year
- $1,840,133
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,840,133
- Fair market value of assets
- $2,276,858
- Qualifying distributions
- $119,477
- Net investment income
- $105,873
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN E BRODERICK 2455 - 142ND STREET, URBANDALE, IA 50323 | TRUSTEE | 0.25 | $0 |
| ROCHELLE BRODERICK 22 GLENVIEW DRIVE, DES MOINES, IA 50312 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN E BRODERICK 2455 - 142ND STREET, URBANDALE, IA 50323 | TRUSTEE | 0.25 | $0 |
| ROCHELLE BRODERICK 22 GLENVIEW DRIVE, DES MOINES, IA 50312 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 2455 142ND ST, URBANDALE, IA 50323-2011
- In care of
- % PHILIP E BRODERICK
- Signed the 990-PF
- ROCHELLE BRODERICK, TRUSTEE
- Phone
- (515) 493-6890
- Return prepared by
- BROWN WINICK GRAVES GROSS & BASKERVILLE
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6725611
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,840,133
- Income (IRS master file)
- $107,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $83,532 | $120,229 | $1,840,133 | IRS |
| 990-PF | December 2024 | $52,338 | $84,330 | $1,378,841 | IRS |
| 990-PF | December 2023 | $31,344 | $75,534 | $1,381,509 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-6725611).
Questions about BRODERICK CHARITABLE FOUNDATION TR
- What is the EIN of BRODERICK CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of BRODERICK CHARITABLE FOUNDATION TR is 84-6725611.
- Is BRODERICK CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to BRODERICK CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRODERICK CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRODERICK CHARITABLE FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRODERICK CHARITABLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BRODERICK CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BRODERICK CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $83,532, expenses of $120,229 and total assets of $1,840,133 at year end.
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