Nonprofit · EIN 75-2663393
PAUL & SHERRY BROADHEAD FOUNDATION
Tax-exempt · MERIDIAN, MS 39301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $2,439,229 | $1,602,652 | $836,577 | $26,561,839 | $0 | $26,561,839 |
| May 31, 2025 | 990-PF | $1,701,413 | $1,541,767 | $159,646 | $25,725,262 | $0 | $25,725,262 |
| May 31, 2024 | 990-PF | $1,828,318 | $1,438,759 | $389,559 | $25,565,616 | $0 | $25,565,616 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $802,782
- Interest
- $51,260
- Net gain from sales of assets
- $1,585,187
Expenses
- Grants and similar amounts paid
- $1,398,700
- Compensation of officers, directors and key employees
- $42,437
- Disbursements for charitable purposes
- $1,440,860
- Excise tax on investment income
- $32,215
Balance sheet and other
- Total assets, start of year
- $25,725,262
- Total assets, end of year
- $26,561,839
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,561,839
- Fair market value of assets
- $33,019,606
- Qualifying distributions
- $1,440,860
- Net investment income
- $2,439,229
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY HOWELL 609 ELMWOOD DRIVE, MERIDIAN, MS 39301 | VP/SECRETARY/TREASURER | 8 | $39,437 |
| ROBERT D GHOLSON 406 BEVERLY LANE, HATTIESBURG, MS 39402 | DIRECTOR | 2 | $1,500 |
| SUZANNE BROADHEAD GARVER 395 ROBINHOOD RD NE, ATLANTA, GA 30309 | PRESIDENT | 2 | $1,500 |
990-PF for the year ended May 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY HOWELL 609 ELMWOOD DRIVE, MERIDIAN, MS 39301 | VP/SECRETARY/TREASURER | 8 | $39,437 |
| ROBERT D GHOLSON 406 BEVERLY LANE, HATTIESBURG, MS 39402 | DIRECTOR | 2 | $1,500 |
| SUZANNE BROADHEAD GARVER 395 ROBINHOOD RD NE, ATLANTA, GA 30309 | PRESIDENT | 2 | $1,500 |
990-PF for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY HOWELL 609 ELMWOOD DRIVE, MERIDIAN, MS 39301 | VP/SECRETARY/TREASURER | 8 | $39,508 |
| ROBERT D GHOLSON 300 6TH AVENUE, HATTIESBURG, MS 39401 | DIRECTOR | 2 | $1,500 |
| SUZANNE BROADHEAD GARVER 609 ELMWOOD DRIVE, MERIDIAN, MS 39401 | PRESIDENT | 2 | $1,500 |
Address and contacts
- Address (IRS master file)
- 609 ELMWOOD DR, MERIDIAN, MS 39301-6714
- In care of
- % SHERRY HOWELL
- Signed the 990-PF
- SHERRY HOWELL, TREASURER
- Phone
- (601) 693-0602
- Return prepared by
- BMSS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-2663393
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $26,561,839
- Income (IRS master file)
- $13,489,919
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $2,439,229 | $1,602,652 | $26,561,839 | XML |
| 990-PF | May 2025 | $1,701,413 | $1,541,767 | $25,725,262 | XML |
| 990-PF | May 2024 | $1,828,318 | $1,438,759 | $25,565,616 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-2663393).
Questions about PAUL & SHERRY BROADHEAD FOUNDATION
- What is the EIN of PAUL & SHERRY BROADHEAD FOUNDATION?
- The employer identification number (EIN) of PAUL & SHERRY BROADHEAD FOUNDATION is 75-2663393.
- Is PAUL & SHERRY BROADHEAD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to PAUL & SHERRY BROADHEAD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL & SHERRY BROADHEAD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL & SHERRY BROADHEAD FOUNDATION due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAUL & SHERRY BROADHEAD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of PAUL & SHERRY BROADHEAD FOUNDATION?
- The 990-PF for the year ended May 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $39,437 (SHERRY HOWELL, VP/SECRETARY/TREASURER).
- How much revenue does PAUL & SHERRY BROADHEAD FOUNDATION have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $2,439,229, expenses of $1,602,652 and total assets of $26,561,839 at year end.
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