The Marilyn S Broad Foundation Inc
The Marilyn S Broad Foundation Inc is a private foundation, based in Roseland, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 9 grants totaling $64K. Net investment income was $16K.
The Marilyn S Broad Foundation Inc at a glance
In short: The Marilyn S Broad Foundation Inc gave $64K across 9 grants in 2025 (avg $7K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $64,000
- +142.8% vs 2024
- Grants made (2025)
- 9
- +28.6% vs 2024
- Average grant
- $7,111
- +88.8% vs 2024
- Median grant
- $6,500
- Total assets
- $1,610,231
- -4.9% vs 2024
- Primary geography
- California (80% 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 The Marilyn S Broad Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Trans Lifeline ($13K). Together the top 9 received $64K.
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 49 grants of 49 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How The Marilyn S Broad Foundation Inc gives
- Giving fell 25% from 2022 to 2025. Method
- In 2025 it paid out 147% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $22K (2020) to $97K (2023). In 2025 it made 9 grants totaling $64K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trans Lifeline San Francisco, CA | General Operating Support | $12,500 |
| One Dane at a Time Tehachapi, CA | General Operating Expenses | $10,000 |
| North Kingston Food Pantry North Kingstown, RI | General Operating Expenses | $7,500 |
| Our Community LA Santa Monica, CA | General Operating Expenses | $7,500 |
| Budo Accelerator Irvine, CA | General Operating Support | $6,500 |
| Jewish Cuba Connection Co Stanley Falkenstein Marina Del Rey, CA | General Operating Expenses | $5,000 |
| Prevention Point Pittsburg Pittsburgh, PA | General Operating Expenses | $5,000 |
| Brayden Cole Hinck Foundation Calabasas, CA | Support community engagement activities the advance the shared mission of the marilyn s. Broad foundation and the brayden cole hinck foundation - requires expenditure responsibility, see statement b | $5,000 |
| La Country Fireman Benefit Fund Thousand Oaks, CA | Support community fire safety and education- Exp responsibility grant- Statement C | $5,000 |
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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 | $1,610,231 | $63,584 | $169,859 | $64,000 | 9 | $121,961 | $15,686 | $83,011 |
| 2024 | $1,693,953 | $110,046 | $191,332 | $26,360 | 7 | $114,131 | $32,845 | $82,765 |
| 2023 | $1,775,239 | $57,506 | $239,487 | $96,860 | 15 | $204,229 | $35,563 | $85,655 |
| 2022 | $1,957,220 | $300,591 | $234,625 | $85,013 | 11 | $195,963 | $265,149 | $95,056 |
| 2021 | $1,891,254 | $172,032 | $133,479 | $56,900 | 7 | — | $133,570 | $111,123 |
| 2020 | $1,852,701 | $108,162 | $101,662 | $21,920 | 2 | — | $72,447 | $100,297 |
| 2019 | $1,846,201 | $137,224 | $163,736 | $72,000 | 10 | — | $101,359 | $100,215 |
Under IRS private-foundation payout rules, The Marilyn S Broad Foundation Inc reported a distributable amount of $83K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Marilyn S Broad Foundation Inc is led by Daniel Serviss, President, Treasurer & Director on every filing since 2019; 1 of 6 officers listed in 2025 is compensated.
Officers on the 2025 filing
Daniel Serviss
President, Treasurer & Director
On filings since 2019
5 hrs/week
$30K (2019) → $30K (2025)
Emily Serviss
Director
On filings since 2019
1 hr/week
No compensation reported
Jonathan Serviss
Director
Secretary & Director → Director, 2024
On filings since 2019
1 hr/week
No compensation reported
Rebecca Serviss
Director
On filings since 2024
1 hr/week
No compensation reported
William Serviss
Director
On filings since 2024
1 hr/week
No compensation reported
Katie Serviss
Secretary
On filings since 2024
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 $30K, to Daniel Serviss (Pres., Treasurer & Director).
Frequently asked questions about The Marilyn S Broad Foundation Inc
How much does The Marilyn S Broad Foundation Inc give each year?
The Marilyn S Broad Foundation Inc gave $64K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 7 grants.
What is The Marilyn S Broad Foundation Inc's typical grant size?
The Marilyn S Broad Foundation Inc's median grant in 2025 was $6,500, and its average grant was $7,111, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Marilyn S Broad Foundation Inc give grants?
The Marilyn S Broad Foundation Inc gives mostly in California: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Rhode Island (12%) and Pennsylvania (8%).
Does The Marilyn S Broad Foundation Inc give general operating support?
Yes: 78% of The Marilyn S Broad Foundation Inc's 2025 grants with a stated purpose (7 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Marilyn S Broad Foundation Inc's largest grantees?
The Marilyn S Broad Foundation Inc's largest 2025 grantees include Trans Lifeline ($12,500), One Dane at a Time ($10,000) and North Kingston Food Pantry ($7,500), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.
How large is The Marilyn S Broad Foundation Inc?
The Marilyn S Broad Foundation Inc reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $83K (roughly 5% of its investment assets).
What is The Marilyn S Broad Foundation Inc's EIN?
The Marilyn S Broad Foundation Inc's EIN (Employer Identification Number) is 52-2260304. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 16, 2026)
- IRS filings on file for fiscal years 2019–2025
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