Broderick Charitable Foundation Trust

URBANDALE, IA EIN: 84-6725611

Broderick Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in URBANDALE, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 11 grants totaling $83K. Net investment income was $52K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-0.2% YoY

Annual Giving

$83K

+16.9% YoY

Grant Count

11

+22.2% YoY

Avg Grant Size

$8K

-4.4% YoY

About Broderick Charitable Foundation Trust

Based on IRS filings

Broderick Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in URBANDALE, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 11 grants totaling $83K. Net investment income was $52K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AmesCedar FallsChicagoDes MoinesDubuqueFloridaGrimesHopewell JunctionIowa CityJacksonvilleMahtomediNew BerlinRaleighRochesterSt PaulWest Des Moines

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$46K$70K$93K20202021202220232024
Metric202420232022
Total Assets$1,378,841$1,381,509$1,425,699
Revenue$52,338$31,344$19,953
Expenses$84,330$75,534$51,240
Qualifying Distributions$83,966$74,484$50,000
Net Investment Income$52,338$31,344$19,953
Distributable Amount$63,508$51,131$53,548

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$42K$62K$83K1 grants20201 grants20214 grants20229 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

GREYSTONE PROGRAMS$12KCATHOLIC DIOCESE - CATHO…$9KCLARKE UNIVERSITY$9KDENTAL CONNECTIONS INC$9KNORTH CAROLINA JUSTICE C…$9KSINAI CHICAGO DEVELOPMENT$9KJOPPA$8KBEAUTIFUL PEOPLE ADAPTIV…$7KMAYO CLINIC FOUNDATION$5KMAHTOMEDI FOOD SHELFT - …$5K

Grant Size Distribution

26 grants across all recorded years

26<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN E BRODERICKTRUSTEE0.25
ROCHELLE BRODERICKTRUSTEE0.25

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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