Carl Riley Brodersen Charitable Trust
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.
Carl Riley Brodersen Charitable Trust at a glance
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.
- Annual giving (2025)
- $61,000
- +1.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $30,500
- +1.7% vs 2024
- Median grant
- $30,500
- Total assets
- $844,227
- -5.7% vs 2024
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Carl Riley Brodersen Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
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
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $52K (2023) to $70K (2020). In 2025 it made 2 grants totaling $61K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Omaha World Herald Goodfellows Omaha, NE | Aiding in the delivery of gifts to underprivileged families. | $30,500 |
| Food Bank for the Heartland Omaha, NE | Fund Community Improvement Projects | $30,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $844,227 | $29,941 | $82,499 | $61,000 | 2 | $61,000 | $18,442 | $63,101 |
| 2024 | $894,891 | $15,885 | $81,040 | $60,000 | 2 | $60,000 | $4,915 | $60,555 |
| 2023 | $951,064 | $13,672 | $71,559 | $51,676 | 2 | $51,676 | $5,500 | $54,304 |
| 2022 | $995,365 | $-26,320 | $86,420 | $66,100 | 2 | $66,100 | $12,967 | $57,090 |
| 2021 | $1,107,380 | $35,041 | $84,621 | $63,000 | 2 | $63,000 | $23,421 | $65,161 |
| 2020 | $1,095,774 | $149,014 | $89,155 | $70,000 | 2 | — | $139,862 | $60,008 |
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.
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
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 21, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 26, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Carl Riley Brodersen Charitable Trust funds
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