Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
BROADSIDE PHILANTHROPIC FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

84-3950403
B Telephone number (see instructions)

(302) 421-2207
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$21,945,119J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 31,774
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 455,856 448,536  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,438,984
b Gross sales price for all assets on line 6a 7,419,503
7 Capital gain net income (from Part IV, line 2)... 1,438,984
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,753 25,690  
12 Total. Add lines 1 through 11........ 1,960,367 1,913,210  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 117,845 70,707   47,138
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
31,774 0 0 31,774
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,912 10,019   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
54,783 54,783    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 251,314 135,509 0 78,912
25 Contributions, gifts, grants paid....... 911,826 911,826
26 Total expenses and disbursements. Add lines 24 and 25 1,163,140 135,509 0 990,738
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 797,227
b Net investment income (if negative, enter -0-) 1,777,701
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 700,614 705,481 705,481
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 16,699,376 Click to see attachment
List of Attached Documents:
// Content
17,505,910 		21,239,638
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,399,990 18,211,391 21,945,119
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 17,399,990 18,211,391
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 17,399,990 18,211,391
30 Total liabilities and net assets/fund balances (see instructions). 17,399,990 18,211,391
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,399,990
2
Enter amount from Part I, line 27a .....................
2
797,227
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
33,736
4
Add lines 1, 2, and 3 ..........................
4
18,230,953
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
19,562
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,211,391
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 255. ABBOTT LABORATORIES     2024-01-08
b 432. ABBOTT LABORATORIES     2024-01-08
c 116. ASSURANT INC   2023-11-29 2024-01-08
d 30. BAKER HUGHES A GE CO   2023-11-29 2024-01-08
e 1030. BAKER HUGHES A GE CO     2024-01-08
4. COSTCO WHSL CORP NEW   2023-11-29 2024-01-08
68. COSTCO WHSL CORP NEW   2020-09-16 2024-01-08
16. ILLINOIS TOOL WORKS INC COM   2023-11-29 2024-01-08
195. ILLINOIS TOOL WORKS INC COM     2024-01-08
123. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
4. MICROSOFT CORP COM   2023-11-29 2024-01-08
3. S & P GLOBAL INC   2023-11-29 2024-01-08
138. S & P GLOBAL INC     2024-01-08
100. EVEREST RE GRP LTD     2024-01-08
75. ASSURANT INC     2024-01-09
82. ASSURANT INC     2024-01-10
125. ASSURANT INC     2024-01-11
220. BUNGE GLOBAL SA   2024-01-08 2024-01-22
30. AMERICAN INTERNATIONAL GROUP   2023-11-29 2024-02-21
790. AMERICAN INTERNATIONAL GROUP   2020-09-16 2024-02-21
5. AMERIPRISE FINL INC   2023-11-29 2024-02-21
212. AMERIPRISE FINL INC   2021-02-19 2024-02-21
20. AMPHENOL CORP NEW   2023-11-29 2024-02-21
780. AMPHENOL CORP NEW     2024-02-21
40. BOSTON SCIENTIFIC CORP COM   2023-11-29 2024-02-21
1570. BOSTON SCIENTIFIC CORP COM     2024-02-21
34. BROADCOM INC   2022-11-10 2024-02-21
7. ELI LILLY & CO COM   2023-11-29 2024-02-21
88. ELI LILLY & CO COM     2024-02-21
3. THERMO ELECTRON CORP   2023-11-29 2024-02-21
66. THERMO ELECTRON CORP   2020-09-16 2024-02-21
8. ACCENTURE PLC IRELAND SHS CL A   2023-11-29 2024-02-21
83. ACCENTURE PLC IRELAND SHS CL A   2022-10-17 2024-02-21
30. BANK OF AMERICA CORP   2023-11-29 2024-04-09
380. BANK OF AMERICA CORP     2024-04-09
41. DEERE & COMPANY   2020-09-16 2024-04-09
99. INTUITIVE SURGICAL INC   2023-11-29 2024-04-09
318. J P MORGAN CHASE & CO     2024-04-09
167. ELI LILLY & CO COM   2020-09-16 2024-04-09
109. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
434. NEXTERA ENERGY INC   2020-09-16 2024-04-09
298. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
40. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2023-11-29 2024-04-09
540. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
32. REGENERON PHARMACEUTICALS INC     2024-04-09
29. THERMO ELECTRON CORP   2020-09-16 2024-04-09
350. TWILIO INC - A     2024-04-09
12. EATON CORP PLC   2023-11-29 2024-04-09
150. EATON CORP PLC   2020-09-16 2024-04-09
129. ABBVIE INC     2024-04-25
474. ABBVIE INC   2020-09-16 2024-04-25
5836. ISHARES BARCLAYS CREDIT BOND FUND   2023-02-03 2024-04-26
1280. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
730. INTEL CORPORATION   2023-12-14 2024-06-12
540. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
420. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
162. NORTHROP GRUMMAN CORP     2024-06-24
2082. ISHARES BARCLAYS 7-10 YR TREAS BD FD   2023-12-18 2024-06-26
1923. ISHARES BARCLAYS 7-10 YR TREAS BD FD   2023-02-03 2024-06-26
3960. ISHARES TR S&P MIDCAP 400 INDEX FD   2023-11-15 2024-06-26
19809. ISHARES TR S&P MIDCAP 400 INDEX FD     2024-06-26
1602. ISHARES TR S & P SMALL CAP 600   2023-07-18 2024-06-26
8760. ISHARES TR S & P SMALL CAP 600     2024-06-26
428. ISHARES LEHMAN 3-7 YEAR TREASURY BOND FD   2023-12-18 2024-06-26
1607. ISHARES LEHMAN 3-7 YEAR TREASURY BOND FD     2024-06-26
571. S P D R BBG BARC HIGH YIELD BND   2020-07-14 2024-06-26
.6667 GRAIL INC   2023-12-14 2024-07-08
161. CONSTELLATION ENERGY CORP     2024-07-25
600. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
90. LAS VEGAS SANDS CORP   2023-11-29 2024-07-25
340. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
320. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
9. ALLSTATE CORP COM   2023-11-29 2024-08-08
20. ALLSTATE CORP COM   2022-11-15 2024-08-08
144. J P MORGAN CHASE & CO     2024-08-08
141. EATON CORP PLC   2020-09-16 2024-08-08
5. TRANE TECHNOLOGIES PLC   2023-11-29 2024-08-08
97. TRANE TECHNOLOGIES PLC   2020-09-16 2024-08-08
19. EATON CORP PLC   2020-09-16 2024-08-27
173. EATON CORP PLC   2020-09-16 2024-08-27
80. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-11-29 2024-09-12
550. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
113. J P MORGAN CHASE & CO   2020-09-16 2024-09-13
250. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-09-13
190. SANOFI-SYNTHELABO     2024-10-24
400. SANOFI-SYNTHELABO     2024-10-24
44. UNITED HEALTH GROUP INC     2024-10-24
130. ALLSTATE CORP COM   2022-11-15 2024-10-31
75. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
99. SAREPTA THERAPEUTICS INC   2023-11-29 2024-11-14
15. UNITED HEALTH GROUP INC   2024-04-25 2024-11-14
28. UNITED HEALTH GROUP INC   2020-09-16 2024-11-14
421. DEXCOM INC     2024-11-26
190. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
1430. SCHLUMBERGER LIMITED COM     2024-12-13
11124. CHAMPLAIN MID CAP FUND-INS   2024-06-26 2024-12-17
812. ISHARES TR S & P SMALL CAP 600   2020-09-18 2024-12-17
3413. ISHARES MSCI EMERGING MARKETS EX   2022-01-26 2024-12-17
24753. CHAMPLAIN MID CAP FUND-INS   2024-06-26 2024-12-30
1728. ISHARES TR S & P SMALL CAP 600     2024-12-30
766. S P D R BBG BARC HIGH YIELD BND   2020-07-14 2024-12-30
1353. VANGUARD INDEX TR     2024-12-30
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 28,398   28,769 -371
b 48,109   46,721 1,388
c 19,253   19,025 228
d 961   1,009 -48
e 32,979   31,838 1,141
2,622   2,368 254
44,566   23,616 20,950
4,092   3,893 199
49,866   38,878 10,988
35,474   29,968 5,506
1,481   1,531 -50
1,289   1,249 40
59,289   47,516 11,773
36,550   38,540 -1,990
12,304   11,753 551
13,386   11,625 1,761
20,506   17,561 2,945
19,577   21,631 -2,054
2,053   1,941 112
54,051   22,735 31,316
1,973   1,737 236
83,642   47,359 36,283
2,092   1,812 280
81,571   59,211 22,360
2,620   2,210 410
102,822   67,886 34,936
41,265   17,102 24,163
5,173   4,143 1,030
65,037   14,775 50,262
1,648   1,480 168
36,247   29,041 7,206
2,882   2,686 196
29,903   21,738 8,165
1,124   902 222
14,243   10,514 3,729
16,892   8,942 7,950
38,345   31,034 7,311
62,513   44,885 17,628
125,999   25,266 100,733
22,975   16,229 6,746
28,234   31,085 -2,851
61,076   56,376 4,700
2,678   2,584 94
36,152   36,697 -545
30,098   23,563 6,535
17,014   12,761 4,253
21,487   23,537 -2,050
3,771   2,733 1,038
47,139   15,604 31,535
21,541   21,352 189
79,150   43,218 35,932
288,249   298,585 -10,336
39,507   42,567 -3,060
22,854   33,574 -10,720
34,965   41,765 -6,800
27,195   24,352 2,843
69,714   70,555 -841
195,561   199,581 -4,020
180,626   190,124 -9,498
229,611   201,250 28,361
1,148,579   756,288 392,291
168,201   165,333 2,868
919,753   649,104 270,649
49,412   49,892 -480
185,526   184,926 600
53,862   58,470 -4,608
10   15 -5
27,393   19,217 8,176
36,501   55,445 -18,944
3,600   4,161 -561
13,601   12,602 999
19,455   19,660 -205
1,535   1,220 315
3,410   2,639 771
29,295   16,000 13,295
40,308   14,668 25,640
1,634   1,125 509
31,695   11,849 19,846
5,652   1,977 3,675
51,226   17,997 33,229
4,085   4,823 -738
28,083   33,791 -5,708
23,200   11,205 11,995
28,862   24,771 4,091
9,788   9,303 485
20,607   22,512 -1,905
24,724   21,950 2,774
24,359   17,152 7,207
17,020   8,729 8,291
10,995   8,234 2,761
8,894   7,430 1,464
16,602   8,607 7,995
32,603   51,278 -18,675
7,635   10,269 -2,634
57,464   74,500 -17,036
298,234   268,645 29,589
97,936   58,043 39,893
194,414   204,364 -9,950
593,082   597,785 -4,703
199,217   120,409 78,808
73,170   78,438 -5,268
119,295   112,711 6,584
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      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
      76,192
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -371
b       1,388
c       228
d       -48
e       1,141
      254
      20,950
      199
      10,988
      5,506
      -50
      40
      11,773
      -1,990
      551
      1,761
      2,945
      -2,054
      112
      31,316
      236
      36,283
      280
      22,360
      410
      34,936
      24,163
      1,030
      50,262
      168
      7,206
      196
      8,165
      222
      3,729
      7,950
      7,311
      17,628
      100,733
      6,746
      -2,851
      4,700
      94
      -545
      6,535
      4,253
      -2,050
      1,038
      31,535
      189
      35,932
      -10,336
      -3,060
      -10,720
      -6,800
      2,843
      -841
      -4,020
      -9,498
      28,361
      392,291
      2,868
      270,649
      -480
      600
      -4,608
      -5
      8,176
      -18,944
      -561
      999
      -205
      315
      771
      13,295
      25,640
      509
      19,846
      3,675
      33,229
      -738
      -5,708
      11,995
      4,091
      485
      -1,905
      2,774
      7,207
      8,291
      2,761
      1,464
      7,995
      -18,675
      -2,634
      -17,036
      29,589
      39,893
      -9,950
      -4,703
      78,808
      -5,268
      6,584
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,438,984
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 24,710
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 24,710
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 24,710
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 27,443
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,443
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,733
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,733 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (302) 421-2207

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		117,845    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
21,375,376
b
Average of monthly cash balances.......................
1b
633,480
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
22,008,856
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
22,008,856
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
330,133
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,678,723
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,083,936
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,083,936
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
24,710
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,710
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,059,226
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,059,226
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,059,226
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
990,738
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
990,738
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,059,226
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 621,734
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 990,738
a Applied to 2023, but not more than line 2a 621,734
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 369,004
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		690,222
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SACRED HEART SCHOOL

289 LAFAYETTE ROAD
HAMPTON,NH03842 		NONE PC GENERAL OPERATING 60,000

ST THOMAS AQUINAS HIGH SCHOOL

197 DOVER POINT ROAD
DOVER,NH03820 		NONE PC GENERAL OPERATING 60,000

THOMAS MORE COLLEGE

DR WILLIAM FAHEY PRESIDENT
MERRIMACK,NH03054 		NONE PC GENERAL OPERATING 397,944

CITY OF MANCHESTER

ONE CITY HALL PLAZA
MANCHESTER,NH03101 		NONE GOV GENERAL OPERATING 8,882

THE HAVERHILL PUBLIC LIBRARY

99 MAIN ST
HAVERHILL,MA018305044 		NONE PC GENERAL OPERATING 25,000

JOHN FITZGERALD KENNEDY LIBRARY FDN INC

CO DORIS DRUMMOND COLUMBIA POINT
BOSTON,MA021250000 		NONE PC GENERAL OPERATING 100,000

ST PATRICK ACADEMY

244 SMITH ST
PROVIDENCE,RI029084933 		NONE PC GENERAL OPERATING 60,000

SACRED HEART SCHOOL

308 SPRING AVENUE
TROY,NY12180 		NONE PC GENERAL OPERATING 140,000

SAINT CECILIA CATHEDRAL CORP

701 N 40TH STREET
OMAHA,NE68131 		NONE PC GENERAL OPERATING 60,000
Total .................................right arrow 3a 911,826
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 455,856  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,438,984  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 11,508  
bFROM PARTNERSHIP/S 900099 -3,445 1 25,690  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -3,445 1,932,038  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,928,593
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
BROADSIDE PHILANTHROPIC FOUNDATION
 
Employer identification number

84-3950403
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
BROADSIDE PHILANTHROPIC FOUNDATION
  		Employer identification number
84-3950403
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CONFIDENTIAL DONOR
C/O BNY MELLON NA
PO BOX 185
PITTSBURGH, PA152300185

$ 31,774


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
BROADSIDE PHILANTHROPIC FOUNDATION
  		Employer identification number

84-3950403
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
BROADSIDE PHILANTHROPIC FOUNDATION
  		Employer identification number

84-3950403
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsOtherSchedule2
Name:
BROADSIDE PHILANTHROPIC FOUNDATION
EIN:
84-3950403
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
91324P102 UNITED HEALTH GROUP AT COST 32,275 53,115
02079K305 ALPHABET INC/CA AT COST 209,222 396,016
023135106 AMAZON COM INC AT COST 189,550 309,340
452308109 ILLINOIS TOOL WORKS      
532457108 ELI LILLY & CO COM      
464288273 ISHARES MSCI EAFE SM AT COST 310,678 344,939
78468R622 S P D R BBG BARC HIG      
64128R608 NEUBERGER BERMAN LON AT COST 888,461 1,055,615
67066G104 NVIDIA CORP AT COST 108,249 510,302
464287804 ISHARES TR S & P SMA AT COST 484,738 880,050
9WB000710 LIAB-FUGIO XI PE      
G8994E103 TRANE TECHNOLOGIES P AT COST 16,125 48,754
78409V104 S & P GLOBAL INC      
87165B103 SYNCHRONY FINANCIAL AT COST 13,867 33,800
12572Q105 CME GROUP INC AT COST 84,718 107,755
002824100 ABBOTT LABORATORIES      
929089100 VOYA FINANCIAL INC AT COST 34,941 49,558
00287Y109 ABBVIE INC      
126408103 CSX CORP COM AT COST 20,420 24,203
464287465 ISHARES MSCI EAFE IN AT COST 1,251,344 1,495,490
191216100 COCA - COLA CO AT COST 46,284 56,034
65339F101 NEXTERA ENERGY INC      
464287507 ISHARES TR S&P MIDCA AT COST 756,157 1,438,800
46625H100 J P MORGAN CHASE & C AT COST 42,044 101,637
G29183103 EATON CORP PLC      
101137107 BOSTON SCIENTIFIC CO      
22160K105 COSTCO WHSL CORP NEW      
060505104 BANK OF AMERICA CORP AT COST 25,551 44,390
026874784 AMERICAN INTERNATION AT COST 12,375 31,304
883556102 THERMO ELECTRON CORP      
9WB000694 LIAB-FUGIO XI VC      
9WB000702 FUGIO XI PE AT COST 225,000 306,540
9WB000728 FUGIO XI VC AT COST 270,000 294,742
922908553 VANGUARD INDEX TR AT COST 514,070 585,968
594918104 MICROSOFT CORP COM AT COST 268,969 452,270
244199105 DEERE & COMPANY      
9DDT00907 LIAB-BRIDGE WFAH II      
9DDT00915 BRIDGE WFAH II AT COST 268,319 242,777
G1151C101 ACCENTURE PLC IRELAN      
03076C106 AMERIPRISE FINL INC      
00206R102 AT&T INC AT COST 66,483 86,071
742718109 PROCTER & GAMBLE CO AT COST 24,893 29,171
744573106 PUBLIC SERVICE ENTER      
75886F107 REGENERON PHARMACEUT      
9EEA00020 LIAB-FUGIO FUND XII      
580135101 MC DONALDS CORPORATI      
922042874 VANGUARD INTL EQUITY AT COST 425,829 487,640
54400C106 LORD ABBETT CREDIT O AT COST 500,427 484,427
9EEA00053 FUGIO FUND XII PE, L AT COST 177,586 186,284
05722G100 BAKER HUGHES A GE CO      
46434G764 ISHARES MSCI EMERGIN AT COST 1,098,785 1,040,686
573284106 MARTIN MARIETTA MATL AT COST 31,236 45,969
036752103 ELEVANCE HEALTH INC AT COST 48,214 37,997
11135F101 BROADCOM INC      
517834107 LAS VEGAS SANDS CORP AT COST 36,565 52,901
30231G102 EXXON MOBIL CORP AT COST 133,216 140,164
020002101 ALLSTATE CORP COM AT COST 35,623 52,053
9EEA00046 FUGIO FUND XII VC, L AT COST 160,000 189,127
464288661 ISHARES LEHMAN 3-7 Y      
032095101 AMPHENOL CORP NEW      
9EEA00061 LIAB-FUGIO FUND XII      
016255101 ALIGN TECHNOLOGY INC AT COST 43,833 41,911
038222105 APPLIED MATERIALS IN AT COST 42,755 49,765
03990B101 ARES MANAGEMENT CORP AT COST 44,063 78,424
04045F592 ARISTOTLE FLTNG RT I AT COST 178,608 175,575
04621X108 ASSURANT INC AT COST 46,149 45,842
075887109 BECTON DICKINSON AND AT COST 101,407 97,100
084670702 BERKSHIRE HATHAWAY I AT COST 135,552 170,433
16679L109 CHEWY INC - CLASS A AT COST 33,616 61,622
17275R102 CISCO SYS INC AT COST 80,717 98,864
21037T109 CONSTELLATION ENERGY AT COST 30,332 60,625
219350105 CORNING INC COM AT COST 29,419 49,421
22160N109 COSTAR GROUP INC AT COST 53,214 46,534
235851102 DANAHER CORP COMMON AT COST 94,064 96,181
25746U109 DOMINION RES INC VA AT COST 61,540 67,864
35671D857 FREEPORT-MCMORAN COP AT COST 59,615 54,835
367829884 GATEWAY TR AT COST 657,885 768,295
372460105 GENUINE PARTS CO AT COST 28,732 19,616
38145N220 GOLDMAN SACHS ABS RE AT COST 415,767 439,305
443573100 HUBSPOT INC AT COST 64,550 91,277
452327109 ILLUMINA INC AT COST 39,607 45,434
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 54,539 70,987
464287200 ISHARES S&P 500 INDE AT COST 3,001,576 3,379,023
464287440 ISHARES BARCLAYS 7-1      
464288620 ISHARES BARCLAYS CRE      
56585A102 MARATHON PETROLEUM C AT COST 29,479 27,621
595017104 MICROCHIP TECHNOLOGY AT COST 28,758 20,073
651639106 NEWMONT MINING CORP AT COST 66,079 59,552
666807102 NORTHROP GRUMMAN COR      
674599105 OCCIDENTAL PETROLEUM      
759916109 REPLIGEN CORP AT COST 26,175 23,318
80105N105 SANOFI-SYNTHELABO AT COST 36,613 36,655
803607100 SAREPTA THERAPEUTICS AT COST 31,687 46,326
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 46,511 61,193
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 49,613 53,082
92338C103 VERALTO CORP-W/I AT COST 47,866 57,953
G25508105 CRH PLC AT COST 59,550 82,343
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T AT COST 60,053 38,675
G7496G103 RENAISSANCERE HLDGS AT COST 39,089 50,260
00766Y513 CHAMPLAIN MID CAP FU AT COST 615,604 609,078
031100100 AMETEK INC NEW AT COST 60,279 61,288
071813109 BAXTER INTL INC COM AT COST 21,942 16,038
09073M104 BIO-TECHNE CORP AT COST 30,642 30,973
110122108 BRISTOL MYERS SQUIBB AT COST 30,853 35,633
172908105 CINTAS CORP AT COST 43,112 54,079
25278X109 DIAMONDBACK ENERGY I AT COST 14,710 14,745
26884L109 EQT CORP COM AT COST 51,388 52,104
36828A101 GE VERNOVA LLC AT COST 42,379 79,272
375558103 GILEAD SCIENCES INC AT COST 22,222 23,093
38141G104 GOLDMAN SACHS GROUP AT COST 51,364 76,158
384747101 GRAIL INC AT COST 1,143 1,000
443201108 HOWMET AEROSPACE INC AT COST 59,982 99,527
443510607 HUBBELL INC COM AT COST 95,746 100,115
45687V106 INGERSOLL RAND INC AT COST 71,721 73,273
460146103 INTERNATIONAL PAPER AT COST 42,588 48,976
464287226 ISHARES BARCLAYS AGG AT COST 913,286 914,736
49177J102 KENVUE INC AT COST 49,014 51,240
502431109 L3HARRIS TECHNOLOGIE AT COST 36,648 33,645
504922105 LABCORP HOLDINGS INC AT COST 25,832 29,812
550021109 LULULEMON ATHLETICA AT COST 33,384 26,004
60937P106 MONGODB INC AT COST 31,993 22,117
681919106 OMNICOM GROUP INC CO AT COST 39,865 36,137
718172109 PHILIP MORRIS INTERN AT COST 29,504 34,902
722304102 PINDUODUO INC-ADR AT COST 12,320 9,893
776696106 ROPER TECHNOLOGIES I AT COST 72,368 70,180
780259305 SHELL PLC-W/I-ADR AT COST 44,490 43,229
98978V103 ZOETIS INC AT COST 46,313 41,710
9DK000415 LIAB-FUGIO FUND XIII      
9DK000423 FUGIO FUND XIII PE, AT COST 40,000 39,590
9DK000431 FUGIO FUND XIII VC, AT COST 40,000 40,080
9DK000449 LIAB-FUGIO FUND XIII      
G51502105 JOHNSON CTLS INTL PL AT COST 60,801 73,405
G5960L103 MEDTRONIC PLC AT COST 103,261 96,655
H01301128 ALCON INC AT COST 27,702 25,467
V7780T103 ROYAL CARIBBEAN CRUI AT COST 12,227 13,611

TY 2024 LegalFeesSchedule
Name:
BROADSIDE PHILANTHROPIC FOUNDATION
EIN:
84-3950403
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 31,774     31,774


TY 2024 OtherDecreasesSchedule
Name:
BROADSIDE PHILANTHROPIC FOUNDATION
EIN:
84-3950403
Description Amount
ROC ON CY SALES 1,110
PY RETURN OF CAPITAL ADJUSTMENT 5,403
TAX LOT BASIS ADJUSTMENT 42
PARTNERSHIP DISTRIBUTION ADJUSTMENT 13,007


TY 2024 OtherExpensesSchedule
Name:
BROADSIDE PHILANTHROPIC FOUNDATION
EIN:
84-3950403
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT INTEREST EXPENSE 92 92   0
FROM PARTNERSHIP/S-CORP 54,691 54,691   0


TY 2024 OtherIncomeSchedule2
Name:
BROADSIDE PHILANTHROPIC FOUNDATION
EIN:
84-3950403
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 11,508 0  
FROM PARTNERSHIP/S-CORP 22,245 25,690  


TY 2024 OtherIncreasesSchedule
Name:
BROADSIDE PHILANTHROPIC FOUNDATION
EIN:
84-3950403
Description Amount
MUTUAL FUND TIMING ADJ 1,289
PARTNERSHIP INCOME ADJUSTMENT 32,446
ROUNDING 1


TY 2024 TaxesSchedule
Name:
BROADSIDE PHILANTHROPIC FOUNDATION
EIN:
84-3950403
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,968 6,968   0
FEDERAL TAX PAYMENT - PRIOR YE 12,684 0   0
FEDERAL ESTIMATES - PRINCIPAL 24,209 0   0
FOREIGN TAXES ON NONQUALIFIED 3,051 3,051   0