Elizabeth H And Thomas H Broadus Jr Charitable Foundation

Nantucket, MA
Tax-exempt since Dec. 1986
EIN: 52-6287380

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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.

Donations to this organization are tax deductible.

Revenue

$342k (2024)

Expenses

$212k (2024)

Total Assets

$1.67M (2024)

Total Liabilities

$0 (2024)

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 Dec.
2024

Revenue

$342,224

Expenses

$212,457

Net Income

$129,767

Net Assets

$1,668,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21	0.0%
Dividends	$191,285	55.9%
Sales of Assets	$150,918	44.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,681	96.3%
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	$1,668,388
Total Liabilities	$0
Net Assets	$1,668,388

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on April 10, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$245,298

Expenses

$211,880

Net Income

$33,418

Net Assets

$1,538,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$185,005	75.4%
Sales of Assets	$60,273	24.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,663	95.6%
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	$1,538,782
Total Liabilities	$0
Net Assets	$1,538,782

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on July 10, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$258,564

Expenses

$576,022

Net Income

-$317,458

Net Assets

$1,513,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$180,445	69.8%
Sales of Assets	$78,088	30.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$569,370	98.8%
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	$1,513,836
Total Liabilities	$0
Net Assets	$1,513,836

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$525,267

Expenses

$340,200

Net Income

$185,067

Net Assets

$1,831,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$431,732	82.2%
Sales of Assets	$93,510	17.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,887	99.9%
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	$1,831,294
Total Liabilities	$0
Net Assets	$1,831,294

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$219,713

Expenses

$284,643

Net Income

-$64,930

Net Assets

$1,646,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$150,897	68.7%
Sales of Assets	$68,790	31.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$284,316	99.9%
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	$1,646,227
Total Liabilities	$1
Net Assets	$1,646,226

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$220,073

Expenses

$334,735

Net Income

-$114,662

Net Assets

$1,711,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$131,996	60.0%
Sales of Assets	$88,050	40.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$328,050	98.0%
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	$1,711,157
Total Liabilities	$1
Net Assets	$1,711,156

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on July 13, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$301,207

Expenses

$250,134

Net Income

$51,073

Net Assets

$1,825,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$132,148	43.9%
Sales of Assets	$169,032	56.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,032	96.0%
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	$1,825,819
Total Liabilities	$0
Net Assets	$1,825,819

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$282,910

Expenses

$213,098

Net Income

$69,812

Net Assets

$1,774,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$115,943	41.0%
Sales of Assets	$166,944	59.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$212,446	99.7%
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	$1,774,746
Total Liabilities	$0
Net Assets	$1,774,746

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on Sept. 14, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$144,621

Expenses

$228,092

Net Income

-$83,471

Net Assets

$1,704,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$99,352	68.7%
Sales of Assets	$45,238	31.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$227,891	99.9%
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	$1,704,934
Total Liabilities	$0
Net Assets	$1,704,934

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on Aug. 30, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$257,652

Expenses

$260,199

Net Income

-$2,547

Net Assets

$1,788,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37	0.0%
Dividends	$155,741	60.4%
Sales of Assets	$101,874	39.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,530	99.4%
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	$1,788,405
Total Liabilities	$0
Net Assets	$1,788,405

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on May 2, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$269,633

Expenses

$250,831

Net Income

$18,802

Net Assets

$1,790,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$90,311	33.5%
Sales of Assets	$179,299	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,673	97.5%
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	$1,790,952
Total Liabilities	$0
Net Assets	$1,790,952

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on May 6, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$180,845

Expenses

$199,277

Net Income

-$18,432

Net Assets

$1,772,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$74,515	41.2%
Sales of Assets	$106,311	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,502	99.6%
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	$1,772,150
Total Liabilities	$0
Net Assets	$1,772,150

Compensation

Key Employees and Officers	Compensation	Other
Thomas H Broadus Iii (Trustee)	$0	$0
Lucy E Broadus (Trustee)	$0	$0

990-PF

Filed on May 12, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$149,963

Expenses

$211,296

Net Income

-$61,333

Net Assets

$1,790,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$105,556	70.4%
Sales of Assets	$44,394	29.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,180	99.9%
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	$1,790,582
Total Liabilities	$1
Net Assets	$1,790,581

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$104,968

Expenses

$207,184

Net Income

-$102,216

Net Assets

$1,851,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47	0.0%
Dividends	$76,807	73.2%
Sales of Assets	$28,114	26.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,926	97.9%
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	$1,851,915
Total Liabilities	$1
Net Assets	$1,851,914

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Elizabeth H And Thomas H Broadus Jr Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $342k (2024)

Expenses $212k (2024)

Total Assets $1.67M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$342k (2024)

Expenses

$212k (2024)

Total Assets

$1.67M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001