Civic Intelligence

Broderick Charitable Foundation Trust

990PF • Fiscal year 2021 • EIN 84-6725611

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
9225 Cascade Avenue 2204West Des Moines, IA 50266

(515) 243-4191

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

53rd percentile

16%

Higher net margin than 53% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$1,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

0.4%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

393%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,457,041

Up $6,300 (+0.4%) from 2020

Net Assets

Up

$1,457,041

Up $6,300 (+0.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin53rd percentile

Revenue

Up

$40,185

Up $32,030 (+393%) from 2020

Expenses

Up

$33,941

Up $2,337 (+7.4%) from 2020

Net Income

Up

$6,244

Up $29,693 (+127%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2019: $1,473,590Liabilities 2019: $02019Assets 2020: $1,450,741Liabilities 2020: $0Net Assets 2020: $1,450,7412020Assets 2021: $1,457,041Liabilities 2021: $0Net Assets 2021: $1,457,0412021Assets 2022: $1,425,699Liabilities 2022: $0Net Assets 2022: $1,425,6992022Assets 2023: $1,381,509Liabilities 2023: $0Net Assets 2023: $1,381,5092023Assets 2024: $1,378,841Liabilities 2024: $0Net Assets 2024: $1,378,8412024

Highlighted filing

2021

Assets$1,457,041
Liabilities$0
Net Assets$1,457,041
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2019: $1,476,684Expenses 2019: $3,094Net Income 2019: $1,473,5902019Revenue 2020: $8,155Expenses 2020: $31,604Net Income 2020: -$23,4492020Revenue 2021: $40,185Expenses 2021: $33,941Net Income 2021: $6,2442021Revenue 2022: $19,953Expenses 2022: $51,240Net Income 2022: -$31,2872022Revenue 2023: $31,344Expenses 2023: $75,534Net Income 2023: -$44,1902023Revenue 2024: $52,338Expenses 2024: $84,330Net Income 2024: -$31,9922024

Highlighted filing

2021

Revenue$40,185
Expenses$33,941
Net Income$6,244
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John E BroderickTrustee-$1,000-$1,000
Rochelle BroderickTrustee-$1,000-$1,000
Philip E BroderickTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Broderick Charitable Foundation Trust
EIN
84-6725611
Address
9225 Cascade Avenue 2204, West Des Moines, IA 50266

Signing Officer

Name
Philip E Broderick
Title
Trustee
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bradshaw Fowler Proctor and Fairgrav
Address
801 GRAND AVENUE STE 3700, DES MOINES, IA 50309
Preparer
Christine B Long
Phone
5152434191
Raw XML Appendix297 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Baird ShortTerm Bond
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Baird Aggregate Bond
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Vanguard ShortTerm Bond
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt08252
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt120885
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt233310
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt08072
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt120168
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt232332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2158749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt379754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt620387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7118022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8249191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt016060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2193629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3101566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt434350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt528179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt628251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7163714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8310785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Baird MidCap Institutional
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Pacer Benchmark Real Estate Sector
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Principal MidCap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Principal BlueChip
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Vanguard Dividend Appreciation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Vanguard SmallCap Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Vanguard SmallCap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Vanguard S&P 500 Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Vanguard Balanced Index Admiral
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt040000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Isreal Bank of NY CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt039888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt010445
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt029533
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0207
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt040185
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt040185
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt010652
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt029533
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt010445
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010445
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010445
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06244
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0209533
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0207
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0207
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0207
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03646
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03646
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt029533
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt040185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0291
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033941
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt040185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt040185
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03646
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt060000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt260000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt029533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt060000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt260000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Baird - ST Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Baird - ST Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Baird - LT Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029533
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06244
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt056
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01457041
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01450741
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01457041
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053584
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053584
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053584
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054143
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0559
IRS990PF/DistributableAmountGrp/TotalTaxAmt0559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0561
IRS990PF/FMVAssetsEOYAmt01647526
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01460522
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01460522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt061933
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt062447
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt060572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0657742
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0703538
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0896010
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0540000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0539888
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-9781
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-3481
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0231066
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0151056
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0151056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01450741
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01457041
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01647526
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01450741
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01457041
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01450741
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01457041
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01099359
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt097012
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01002347
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016490
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054143
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01082869
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01099359
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Philip E Broderick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John E Broderick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Rochelle Broderick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09225 Cascade Avenue 2204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110 - 4th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt222 Glenview Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0West Des Moines
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Waukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Des Moines
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd150263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd250312
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt031646
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt031646
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09225 Cascade Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0West Des Moines
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050266
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Philip E Broderick
IRS990PF/StatementsRegardingActyGrp/PhoneNum05159782905
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Sisters of Charity BVM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 Carmel Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dubuque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04360
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027286
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053584
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031646
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt049224
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027286
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Bradshaw Law Firm
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03646
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03646
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Charter Bank - Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1West Bank - Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0231
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherIncreasesSchedule/OtherIncreasesDetail/Amt056
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Baird - Non-Dividend Distributions
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt0Sales Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip E Broderick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Broderick Charitable Foundation Trust
ReturnHeader/Filer/BusinessNameControlTxt0BROD
ReturnHeader/Filer/EIN0846725611
ReturnHeader/Filer/USAddress/AddressLine1Txt09225 Cascade Avenue 2204
ReturnHeader/Filer/USAddress/CityNm0West Des Moines
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050266
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421378302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADSHAW FOWLER PROCTOR AND FAIRGRAV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 GRAND AVENUE STE 3700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050309
ReturnHeader/PreparerPersonGrp/PhoneNum05152434191
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine B Long
ReturnHeader/ReturnTs02022-11-15T11:19:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Philip E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Broderick
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,457,041
Liabilities
$0
Net assets
$1,457,041
Revenue
$40,185
Expenses
$33,941
Net income
$6,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.03$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.01$0.03$0.02
2019Summary only. Only limited summary data is available for this year.$1.47$0.00$1.48$0.00$1.47