Broderick Charitable Foundation Trust

Private foundation · Grantmaker Urbandale, IA EIN: 84-6725611

BRODERICK CHARITABLE FOUNDATION TRUST is a private foundation based in Urbandale, Iowa. It reported 12 grants totaling $114,999 in filing year 2025, supporting organizations in Iowa and several other states.

Key facts about Broderick Charitable Foundation Trust

In short: Broderick Charitable Foundation Trust gave $115K across 12 grants in 2025 (avg $10K), mostly in Iowa. Source: 2025 IRS Form 990-PF.

EIN
84-6725611
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$114,999
Grants made (2025)
12
Average grant
$9,583
Median grant
$10,500
Total assets
$1,840,133
Primary geography
Iowa (50% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states on its 2025 IRS filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.8M

+33.5% YoY

Annual Giving

$115K

+38.6% YoY

Grant Count

12

+9.1% YoY

Avg Grant Size

$10K

+27.0% YoY

Under IRS private-foundation payout rules, Broderick Charitable Foundation Trust reported a distributable amount of $112K for 2025 — the minimum it must pay out in qualifying distributions.

How Broderick Charitable Foundation Trust gives

  • 50% of 2025 grantees were also funded in 2024. Method
  • Giving grew 130% from 2022 to 2025. Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included organizations whose missions, as described by those organizations, include reducing poverty and promoting economic security in North Carolina (North Carolina Justice Center); providing access to dental care and education (Dental Connections Inc); supporting people with autism and other developmental disabilities (Greystone Programs); providing meals during humanitarian, climate, and community crises (World Central Kitchen); and meeting basic needs in the greater Des Moines area (Des Moines Area Religious Council).

Grantmaking

In filing year 2025, the foundation reported 12 grants totaling $114,999. Grant amounts ranged from $1,000 to $15,375, with a median of $10,500. Notable awards included $15,375 to Joyce E Lillis School of Nursing; $14,375 each to Clarke University, North Carolina Justice Center, MIJOS NFP, and St Boniface Catholic Church; and $12,375 to Dental Connections Inc. Other grants included $8,625 to Greystone Programs, $4,791 to World Central Kitchen, and $1,000 to Des Moines Area Religious Council.

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Geographic Focus

Where this funder awards grants

In 2025, 50% of grant dollars went to recipients in Iowa, 13% each to recipients in New York, North Carolina, and Illinois, and 4% to recipients in Virginia. The listed grants also included recipients in Minnesota and Washington, DC.

Grant Distribution by State

9states

Share of 2025 grant dollars across all 12 itemized grants.

Cities

Des MoinesDubuqueChicagoRaleighFloridaHopewell JunctionMahtomediRochesterWest Des MoinesAmesArlingtonCedar FallsGrimesIowa CityJacksonvilleNew BerlinSt. PaulWashingtonWaukee

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 1 grant2021 4 grants2022 9 grants2023 11 grants2024 12 grants2025

From 2020 to 2025, annual grant giving ranged from $15K (2020) to $115K (2025). In 2025 it made 12 grants totaling $115K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Joyce E Lillis School of Nursing: $15KJoyce E Lillis School ofNursing$15KClarke University: $14KClarke University$14KNorth Carolina Justice Center: $14KNorth Carolina Justice Center$14KMijos NFP: $14KMijos NFP$14KSt Boniface Catholic Church: $14KSt Boniface Catholic Church$14KDental Connections Inc: $12KDental Connections Inc$12KGreystone Programs: $9KGreystone Programs$9KBeautiful People Adaptive Sports: $6KBeautiful People AdaptiveSports$6KPBS Foundation - TPT Chapter: $5KPBS Foundation - TPT Chapter$5KMayo Clinic Foundation: $5KMayo Clinic Foundation$5K

The largest 2025 recipient was Joyce E Lillis School of Nursing ($15K). Together the top 10 received $109K.

Grant Size Distribution

37 grants across all recorded years

37<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 37 grants of 37 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Joyce E Lillis School of Nursing Des Moines, IAUnrestricted Gift$15,375
Clarke University Dubuque, IAInstitutional Advancement$14,375
North Carolina Justice Center Raleigh, NCUnrestricted Gift$14,375
Mijos NFP Chicago, ILUnrestricted Gift$14,375
St Boniface Catholic Church Waukee, IAUnrestricted Gift$14,375
Dental Connections Inc Des Moines, IAUnrestricted Gift$12,375
Greystone Programs Hopewell Junction, NYCamp Atlas - Unrestricted Gift$8,625
Beautiful People Adaptive Sports Florida, NYUnrestricted Gift$5,750
PBS Foundation - TPT Chapter Arlington, VAUnrestricted Gift$4,792
Mayo Clinic Foundation Rochester, MNUnrestricted Gift - Attention to Ronald McDonald House$4,791

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,840,133 $83,532 $120,229 $114,999 (12 grants)
2024 $1,378,841 $52,338 $84,330 $83,000 (11 grants)
2023 $1,381,509 $31,344 $75,534 $71,000 (9 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,840,133$1,378,841$1,381,509
Revenue$83,532$52,338$31,344
Expenses$120,229$84,330$75,534
Qualifying Distributions$119,477$83,966$74,484
Net Investment Income$105,873$52,338$31,344
Distributable Amount$112,375$63,508$51,131

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists John E Broderick and Rochelle Broderick as trustees.

Broderick Charitable Foundation Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • John E. Broderick

    Trustee

    On filings since 2020

    0.3 hrs/week

    $1K (2020) → $0 (2025)

  • Rochelle Broderick

    Trustee

    On filings since 2020

    0.3 hrs/week

    $1K (2020) → $0 (2025)

Former officers (1)
  • Former: Philip E. Broderick (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

John E Broderick — Trustee: $500John E BroderickTrustee$500Rochelle Broderick — Trustee: $500Rochelle BroderickTrustee$500

The highest reported compensation on the 2023 filing was $500, to John E Broderick (Trustee). 2 officers or directors reported compensation on that filing.

Contact

Mailing address: 2455 - 142Nd Street, Urbandale, IA 50323
Phone: (515) 493-6890

Frequently asked questions about Broderick Charitable Foundation Trust

How much does Broderick Charitable Foundation Trust give each year?

Broderick Charitable Foundation Trust gave $115K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $83K across 11 grants.

What is Broderick Charitable Foundation Trust's typical grant size?

Broderick Charitable Foundation Trust's median grant in 2025 was $10,500, and its average grant was $9,583, across 12 grants on its 2025 IRS Form 990-PF.

Where does Broderick Charitable Foundation Trust give grants?

Broderick Charitable Foundation Trust gives mostly in Iowa: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (13%) and North Carolina (13%). The most frequent recipient cities were Des Moines, IA (3 grants).

Does Broderick Charitable Foundation Trust give general operating support?

Yes: 92% of Broderick Charitable Foundation Trust's 2025 grants with a stated purpose (11 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Broderick Charitable Foundation Trust's largest grantees?

Broderick Charitable Foundation Trust's largest 2025 grantees include Joyce E Lillis School of Nursing ($15,375), Clarke University ($14,375) and North Carolina Justice Center ($14,375), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.

How large is Broderick Charitable Foundation Trust?

Broderick Charitable Foundation Trust reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $119K in qualifying distributions that year, against a required minimum of $112K (roughly 5% of its investment assets).

What does Broderick Charitable Foundation Trust fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from Broderick Charitable Foundation Trust?

The foundation states on its 2025 IRS filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2020–2025.

Does Broderick Charitable Foundation Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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