Marilyn S Broad Foundation Inc

Roseland, NJ
Tax-exempt since Aug. 2003
EIN: 52-2260304

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$110k (2024)

Expenses

$191k (2024)

Total Assets

$1.69M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Revenue

$110,046

Expenses

$191,332

Net Income

-$81,286

Net Assets

$1,693,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$406	0.4%
Dividends	$40,545	36.8%
Sales of Assets	$69,095	62.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,131	59.7%
Compensation of Officers*	$30,000	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,693,953
Total Liabilities	$0
Net Assets	$1,693,953

Compensation

Key Employees and Officers	Compensation	Other
Daniel Serviss (Pres., Treasurer & Director)	$30,000	$0
Jonathan Serviss (Director)	$0	$0
Emily Serviss (Director)	$0	$0
Katie Serviss (Secretary)	$0	$0
William Serviss (Director)	$0	$0
Rebecca Serviss (Director)	$0	$0

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990-PF

Filed on March 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$57,506

Expenses

$239,487

Net Income

-$181,981

Net Assets

$1,775,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$139	0.2%
Dividends	$65,246	> 100%
Sales of Assets	-$7,879
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,229	85.3%
Compensation of Officers*	$30,000	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,775,239
Total Liabilities	$0
Net Assets	$1,775,239

Compensation

Key Employees and Officers	Compensation	Other
Daniel Serviss (Pres., Treasurer & Director)	$30,000	$0
Jonathan Serviss (Secretary & Director)	$0	$0
Emily Serviss (Director)	$0	$0

990-PF

Filed on March 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$300,591

Expenses

$234,625

Net Income

$65,966

Net Assets

$1,957,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$57,200	19.0%
Sales of Assets	$243,380	81.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,963	83.5%
Compensation of Officers*	$30,000	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,957,220
Total Liabilities	$0
Net Assets	$1,957,220

Compensation

Key Employees and Officers	Compensation	Other
Daniel Serviss (Pres., Treasurer & Director)	$30,000	$0
Jonathan Serviss (Secretary & Director)	$0	$0
Emily Serviss (Director)	$0	$0

990-PF

Filed on March 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$172,032

Expenses

$133,479

Net Income

$38,553

Net Assets

$1,891,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$31,179	18.1%
Sales of Assets	$140,844	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,017	70.4%
Compensation of Officers*	$30,000	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,891,254
Total Liabilities	$0
Net Assets	$1,891,254

Compensation

Key Employees and Officers	Compensation	Other
Daniel Serviss (Pres., Treasurer & Director)	$30,000	$0
Jonathan Serviss (Secretary & Director)	$0	$0
Emily Serviss (Director)	$0	$0

990-PF

Filed on March 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$108,162

Expenses

$101,662

Net Income

$6,500

Net Assets

$1,852,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.0%
Dividends	$65,193	60.3%
Sales of Assets	$42,931	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,820	63.8%
Compensation of Officers*	$30,000	29.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,852,701
Total Liabilities	$1
Net Assets	$1,852,700

Compensation

Key Employees and Officers	Compensation	Other
Daniel Serviss (Pres., Treasurer & Director)	$30,000	$0
Jonathan Serviss (Secretary & Director)	$0	$0
Emily Serviss (Director)	$0	$0

990-PF

Filed on March 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2019

Revenue

$137,224

Expenses

$163,736

Net Income

-$26,512

Net Assets

$1,846,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83	0.1%
Dividends	$71,285	51.9%
Sales of Assets	$65,856	48.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,637	75.5%
Compensation of Officers*	$30,000	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,846,201
Total Liabilities	$1
Net Assets	$1,846,200

Compensation

Key Employees and Officers	Compensation	Other
Daniel Serviss (Pres., Treasurer & Director)	$30,000	$0
Jonathan Serviss (Secretary & Director)	$0	$0
Emily Serviss (Director)	$0	$0

990-PF

Filed on March 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2018

Revenue

$186,699

Expenses

$85,763

Net Income

$100,936

Net Assets

$1,872,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.0%
Dividends	$42,606	22.8%
Sales of Assets	$144,064	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,854	57.0%
Compensation of Officers*	$30,000	35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,872,713
Total Liabilities	$0
Net Assets	$1,872,713

Compensation

Key Employees and Officers	Compensation	Other
Daniel Serviss (Pres., Treasurer & Director)	$30,000	$0
Jonathan Serviss (Secretary & Director)	$0	$0
Emily Serviss (Director)	$0	$0

990-PF

Filed on March 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$79,533

Expenses

$189,674

Net Income

-$110,141

Net Assets

$1,771,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,020	1.3%
Interest Revenue	$66	0.1%
Dividends	$51,456	64.7%
Sales of Assets	$26,991	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,927	78.5%
Compensation of Officers*	$30,000	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,771,777
Total Liabilities	$0
Net Assets	$1,771,777

Compensation

Key Employees and Officers	Compensation	Other
Daniel Serviss (Pres., Treasurer & Director)	$30,000	$0
Jonathan Serviss (Secretary & Director)	$0	$0
Emily Serviss (Director)	$0	$0

990-PF

Filed on March 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2015

Revenue

$138,251

Expenses

$228,241

Net Income

-$89,990

Net Assets

$1,874,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$418	0.3%
Interest Revenue	$25	0.0%
Dividends	$67,631	48.9%
Sales of Assets	$70,177	50.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,727	82.7%
Compensation of Officers*	$30,000	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,874,122
Total Liabilities	$0
Net Assets	$1,874,122

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2014

Revenue

$105,836

Expenses

$302,222

Net Income

-$196,386

Net Assets

$1,964,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$39,265	37.1%
Sales of Assets	$66,545	62.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,709	85.9%
Compensation of Officers*	$30,000	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,964,112
Total Liabilities	$0
Net Assets	$1,964,112

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Revenue

$130,496

Expenses

$301,223

Net Income

-$170,727

Net Assets

$2,160,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$57,372	44.0%
Sales of Assets	$73,097	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$257,762	85.6%
Compensation of Officers*	$30,000	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,160,498
Total Liabilities	$0
Net Assets	$2,160,498

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Revenue

$104,147

Expenses

$139,320

Net Income

-$35,173

Net Assets

$2,331,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,800	1.7%
Interest Revenue	$45	0.0%
Dividends	$54,244	52.1%
Sales of Assets	$48,058	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,124	73.3%
Compensation of Officers*	$18,000	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,331,225
Total Liabilities	$0
Net Assets	$2,331,225

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$102,233

Expenses

$144,702

Net Income

-$42,469

Net Assets

$2,366,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90	0.1%
Interest Revenue	$29	0.0%
Dividends	$63,962	62.6%
Sales of Assets	$38,152	37.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,207	82.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,366,398
Total Liabilities	$1
Net Assets	$2,366,397

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Marilyn S Broad Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $110k (2024)

Expenses $191k (2024)

Total Assets $1.69M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$110k (2024)

Expenses

$191k (2024)

Total Assets

$1.69M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003