Broderick Charitable Foundation Trust
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
Under IRS private-foundation payout rules, Broderick Charitable Foundation Trust reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Greystone Programs ($11,550), Catholic Diocese - Catholic Charities Refugee Resettlement ($9,250), Clarke University ($9,250).
| Recipient | Purpose | Amount |
|---|---|---|
| CATHOLIC DIOCESE - CATHOLIC CHARITIES REFUGEE RESETTLEMENT DES MOINES, IA | UNRESTRICTED GIFT | $9,250 |
| CLARKE UNIVERSITY DUBUQUE, IA | INSTITUTIONAL ADVANCEMENT | $9,250 |
| DENTAL CONNECTIONS INC DES MOINES, IA | UNRESTRICTED GIFT | $9,250 |
| NORTH CAROLINA JUSTICE CENTER RALEIGH, NC | UNRESTRICTED GIFT | $9,250 |
| SINAI CHICAGO DEVELOPMENT CHICAGO, IL | UNRESTRICTED GIFT | $9,250 |
| MAYO CLINIC FOUNDATION ROCHESTER, MN | UNRESTRICTED GIFT | $4,625 |
| MAHTOMEDI FOOD SHELFT - ST JUDE'S CATHOLIC CHURCH MAHTOMEDI, MN | UNRESTRICTED GIFT | $4,625 |
| GREYSTONE PROGRAMS HOPEWELL JUNCTION, NY | CAMP ATLAS - UNRESTRICTED GIFT | $11,550 |
| BEAUTIFUL PEOPLE ADAPTIVE SPORTS FLORIDA, NY | UNRESTRICTED GIFT | $6,700 |
| JOPPA DES MOINES, IA | UNRESTRICED GIFT | $8,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN E BRODERICK | TRUSTEE | 0.25 | — |
| ROCHELLE BRODERICK | TRUSTEE | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Broderick Charitable Foundation Trust?
Broderick Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in URBANDALE, IA. It holds $1.4M in total assets as of 2024.
How large is Broderick Charitable Foundation Trust?
As of 2024, Broderick Charitable Foundation Trust holds $1.4M in total assets with $52K in annual revenue. It awarded 11 grants totaling $83K in 2024.
Where does Broderick Charitable Foundation Trust operate?
Broderick Charitable Foundation Trust has awarded grants in Florida, Iowa, Illinois, Minnesota, North Carolina, New York, Wisconsin.
What size grants does Broderick Charitable Foundation Trust award?
In 2024, Broderick Charitable Foundation Trust awarded 11 grants totaling $83K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Broderick Charitable Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Broderick Charitable Foundation Trust reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Broderick Charitable Foundation Trust's EIN?
Broderick Charitable Foundation Trust's EIN (Employer Identification Number) is 84-6725611. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Broderick Charitable Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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