Nonprofit · EIN 95-4861421
BROAD REACH FOUNDATION
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $68,565,105 | $34,956,723 | $33,608,382 | $263,494,120 | $1,386,114 | $262,108,006 |
| December 31, 2023 | 990-PF | $26,724,984 | $11,211,475 | $15,513,509 | $221,229,219 | $1,278,113 | $219,951,106 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $50,124,780
- Dividends
- $4,476,850
- Net gain from sales of assets
- $13,963,475
Expenses
- Grants and similar amounts paid
- $31,450,000
- Compensation of officers, directors and key employees
- $311,537
- Salaries, compensation and benefits (total)
- $569,199
- Disbursements for charitable purposes
- $33,169,890
- Excise tax on investment income
- $514,888
Balance sheet and other
- Total assets, start of year
- $221,229,219
- Total assets, end of year
- $263,494,120
- Total liabilities, end of year
- $1,386,114
- Net assets, end of year
- $262,108,006
- Fair market value of assets
- $263,494,120
- Qualifying distributions
- $33,169,890
- Net investment income
- $38,407,571
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIN H KAHN 230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110 | EXECUTIVE DIRECTOR | 40 | $311,537 | $35,814 |
| ANDREA J PERRY 230 CONGRESS STREET 12TH FLOOR, BOSTON, WA 02110 | PROGRAM DIRECTOR Highest-paid employee | 40 | $164,257 | $40,342 |
| ELIZABETH V HANDS 230 CONGRESS STREET 12TH FLOOR, BOSTON, WA 02110 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $141,789 | $36,053 |
| BENJAMIN B PESNER 230 CONGRESS STREET 12TH FLOOR, BOSTON, WA 02110 | PROGRAM DIRECTOR Highest-paid employee | 24 | $83,515 | $26,359 |
| JEFFREY B WISE 230 CONGRESS STREET 12TH FLOOR, BOSTON, WA 02110 | PROGRAM OFFICER Highest-paid employee | 24 | $83,515 | $24,220 |
| CAROL RICHARDS 230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110 | PRESIDENT | 10 | $0 | $0 |
| PETER RICHARDS 230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110 | TREASURER | 6 | $0 | $0 |
| ADAM RICHARDS 230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110 | SECRETARY | 3 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREA J PERRY 230 CONGRESS STREET 12TH FLOOR, BOSTON, WA 02110 | PROGRAM DIRECTOR Highest-paid employee | 40 | $162,139 | $47,722 |
| ELIZABETH V HANDS 230 CONGRESS STREET 12TH FLOOR, BOSTON, WA 02110 | PROGRAM OFFICER Highest-paid employee | 40 | $137,397 | $33,726 |
| BENJAMIN B PESNER 230 CONGRESS STREET 12TH FLOOR, BOSTON, WA 02110 | PROGRAM DIRECTOR Highest-paid employee | 24 | $82,438 | $33,875 |
| JEFFREY B WISE 230 CONGRESS STREET 12TH FLOOR, BOSTON, WA 02110 | PROGRAM OFFICER Highest-paid employee | 24 | $82,438 | $31,294 |
| ERIN H KAHN 230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110 | EXECUTIVE DIRECTOR | 40 | $76,154 | $12,176 |
| CAROL RICHARDS 230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110 | PRESIDENT | 10 | $0 | $0 |
| PETER RICHARDS 230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110 | TREASURER | 8 | $0 | $0 |
| ADAM RICHARDS 230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110 | SECRETARY | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110-2464
- In care of
- % DAVID BOIT
- Signed the 990-PF
- PETER RICHARDS, TREASURER
- Phone
- (206) 484-8855
- Return prepared by
- CLARK NUBER PS
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 | Not 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
- 95-4861421
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $263,494,120
- Income (IRS master file)
- $162,896,910
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $68,565,105 | $34,956,723 | $263,494,120 | XML |
| 990-PF | December 2023 | $26,724,984 | $11,211,475 | $221,229,219 | XML |
| 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 95-4861421).
Questions about BROAD REACH FOUNDATION
- What is the EIN of BROAD REACH FOUNDATION?
- The employer identification number (EIN) of BROAD REACH FOUNDATION is 95-4861421.
- Is BROAD REACH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BROAD REACH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROAD REACH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROAD REACH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROAD REACH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BROAD REACH FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 5 received compensation from the organization, the highest $311,537 (ERIN H KAHN, EXECUTIVE DIRECTOR).
- How much revenue does BROAD REACH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $68,565,105, expenses of $34,956,723 and total assets of $263,494,120 at year end.
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