Carl Riley Brodersen Charitable Trust

Private foundation · Grantmaker Omaha, NE EIN: 47-0830317

Carl Riley Brodersen Charitable Trust is a private foundation, based in Omaha, NE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $844K in total assets. In 2025, it awarded 2 grants totaling $61K. Net investment income was $18K.

Key facts about Carl Riley Brodersen Charitable Trust

In short: Carl Riley Brodersen Charitable Trust gave $61K across 2 grants in 2025 (avg $31K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.

EIN
47-0830317
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$61,000
Grants made (2025)
2
Average grant
$30,500
Median grant
$30,500
Total assets
$844,227
Primary geography
Nebraska (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$844K

-5.7% YoY

Annual Giving

$61K

+1.7% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$31K

+1.7% YoY

Under IRS private-foundation payout rules, Carl Riley Brodersen Charitable Trust reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.

How Carl Riley Brodersen Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−8%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 2 itemized 2025 grant dollars.

States

Cities

Omaha

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants20202 grants20212 grants20222 grants20232 grants20242 grants2025

From 2020 to 2025, annual grant giving ranged from $52K (2023) to $70K (2020). In 2025 it made 2 grants totaling $61K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Omaha World Herald Goodfellows: $31KOmaha World Herald Goodfellows$31KFood Bank for the Heartland: $31KFood Bank for the Heartland$31K

The largest 2025 recipient was Omaha World Herald Goodfellows ($31K). Together the top 2 received $61K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Omaha World Herald Goodfellows Omaha, NEAiding in the delivery of gifts to underprivileged families.$30,500
Food Bank for the Heartland Omaha, NEFund Community Improvement Projects$30,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K202020212022202320242025
Metric202520242023
Total Assets$844,227$894,891$951,064
Revenue$29,941$15,885$13,672
Expenses$82,499$81,040$71,559
Qualifying Distributions$61,000$60,000$51,676
Net Investment Income$18,442$4,915$5,500
Distributable Amount$63,101$60,555$54,304

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 21, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 28, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 26, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Carl Riley Brodersen Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Cathy Brodersen

    Director

    On filings since 2020

    $10K (2020) → $10K (2025)

  • Roger Brodersen

    Trustee

    On filings since 2020

    No compensation reported

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 2025 IRS filing

Cathy Brodersen — Director: $10KCathy BrodersenDirector$10K

The highest reported compensation on the 2025 filing was $10K, to Cathy Brodersen (Director).

Frequently asked questions about Carl Riley Brodersen Charitable Trust

How much does Carl Riley Brodersen Charitable Trust give each year?

Carl Riley Brodersen Charitable Trust gave $61K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 2 grants.

How large is Carl Riley Brodersen Charitable Trust?

Carl Riley Brodersen Charitable Trust reported $844K in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $63K (roughly 5% of its investment assets).

Where does Carl Riley Brodersen Charitable Trust operate?

Carl Riley Brodersen Charitable Trust has awarded grants in Nebraska.

What is Carl Riley Brodersen Charitable Trust's EIN?

Carl Riley Brodersen Charitable Trust's EIN (Employer Identification Number) is 47-0830317. IRS Form 990 filing data is available on this page for 2020–2025.

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

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