SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-11
- IRS object ID
- 202431029349100123
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-11T13:05:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590998866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shepard Broad Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Bussel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Deborah | PersonFirstNm |
| Person Last | Bussel | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,080,599 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,379 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,379 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $789,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $789,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $451,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $897,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $451,704 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,242,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,242,889 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $218,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $104,273 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $114,527 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $148 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $17,269 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,269 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,291 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $68,291 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $323,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,030,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,030,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,353,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,235,274 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,724 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,138,468 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $430,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,466 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,495,496 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,450,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,716,133 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $23,925,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,814,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,080,599 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,925,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,814,911 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,925,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,814,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,925,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,814,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,925,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,724 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,814,911 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,814,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $897,187 | GrossSalesPriceAmt |
| Cost Or Other Basis | $445,483 | CostOrOtherBasisAmt |
| Gain Or Loss | $451,704 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $451,704 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $451,704 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,825 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,825 | SubtotalAmt |
| Tax Based On Investment Income | $15,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $10,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,325 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Karen Berman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $2,500 | $0 | $0 |
| Ann B Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Chairperson | 1.0 | $0 | $0 | $0 |
| Daniel J Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $2,500 | $0 | $0 |
| Deborah Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 10.0 | $0 | $0 | $0 |
| John M Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Team Hewins LLC | |||||
| 203 REDWOOD SHORES PARKWAY STE 550 | REDWOOD CITY | CA | 94065 | Investment MGMT | $104,273 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $67,000 |
| Enid Mercado | |||||
| 4217 Westminster Road | Sebring | FL | 33875 | Administrative | $56,800 |
| Bussel Philanthropy Associates LLC | |||||
| 1000 Venetian Way 802 | Miami Beach | FL | 33139 | Philanthropic | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,930,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,180,431 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,180,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,742,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,437,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,437,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,825 | TotalTaxAmt |
| Distributable Before Adj | $1,421,311 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,421,311 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,421,311 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,235,274 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,235,274 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,421,311 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $1,235,274 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,235,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $186,037 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACUPUNCTURISTS WITHOUT BORDERS | |||||||
| 3439 NE SANDY BLVD 304 | PORTLAND | OR | 97232 | N/A | PC | Relief work in the Middle East | $2,500 |
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATIO | |||||||
| 244 MADISON AVE STE 482 | NEW YORK | NY | 10016 | N/A | PC | Support for Displaced Families | $2,000 |
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATIO | |||||||
| 244 MADISON AVE STE 482 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $15,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | Student Scholarship fund at the Hebrew University of Jerusalem | $5,500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | 2023 Miami Annual Campaign | $20,000 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Opportunity Fund | $20,000 |
| BENNING ACADEMY OF MUSIC FOUNDATION | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | Jean Aviado Rocha Fund | $5,000 |
| BENNING ACADEMY OF MUSIC FOUNDATION | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | Support construction of five classrooms in the Ensenada Mexico School | $15,000 |
| BENNING ACADEMY OF MUSIC FOUNDATION | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | General & Unrestricted | $20,000 |
| BRIGID ALLIANCE INC | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | practical support and assistance to people seeking quality reproductive health care | $15,000 |
| CAROLINA ABORTION FUND | |||||||
| PO BOX 51534 | DURHAM | NC | 27717 | N/A | PC | General & Unrestricted | $2,500 |
| CHILDRENS BEREAVEMENT CENTER INC | |||||||
| 6619 S DIXIE HWY PMB 302 | MIAMI | FL | 33143 | N/A | PC | Extended Shiva Project | $7,500 |
| CIRCLE OF HOPE HEALTH CARE SERVICES | |||||||
| 712 H ST NE PMB 1825 | WASHINGTON | DC | 20002 | N/A | PC | In support of its center in Wyoming | $15,000 |
| DKT INTERNATIONAL INC | |||||||
| 1001 CONNECTICUT AVE NW STE 800 | WASHINGTON | DC | 20036 | N/A | PC | Women on Waves | $20,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Trinity College Annual Fund | $20,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | to fund the Ann B. Bussel Grant by The Ruth K. Broad Biomedical Research Foundation | $25,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | the Building For Good Campaign | $14,300 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | the Great Challah Bake | $1,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | the Jewish Book Fair | $1,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | the Jewish Film Festival | $2,500 |
| ELEVATED ACCESS INC | |||||||
| PO BOX 6806 | CHAMPAIGN | IL | 61826 | N/A | PC | for practical and logistical support it gives to people seeking reproductive health care as well as to the providers of that care | $15,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,500 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN | |||||||
| 510 WALNUT ST STE 1250 | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $5,000 |
| FREEMAN CENTER FOR JEWISH LIFE AT DUKE UNIVERSITY | |||||||
| 1415 FARBER ST | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF GIVAT HAVIVA INC | |||||||
| 500 FASHION AVE FL 8A | NEW YORK | NY | 10018 | N/A | PC | Infrastructure Planning, Design and Site Prep for Barbara Markel Gathering Space | $27,000 |
| FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA | |||||||
| 5630 WISCONSIN AVE APT 1601 | CHEVY CHASE | MD | 20815 | N/A | PC | General & Unrestricted | $15,000 |
| FRIENDS OF WLRN INC | |||||||
| 172 NE 15TH ST | MIAMI | FL | 33132 | N/A | PC | Detention by Design Podcast series | $30,000 |
| GABLESTAGE INC | |||||||
| 1200 ANASTASIA AVE STE 230 | CORAL GABLES | FL | 33134 | N/A | PC | The Shakespeare-in-the-Schools educational program collaboration with the Miami-Dade County Public Schools, especially Ruth K. Broad Bay Harbor K-8 Center | $7,500 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | 2023 Annual Regular Campaign | $13,000 |
| HENRY E HUNTINGTON LIBRARY & ART GALLERY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | 2023 Huntington Fellows Program | $2,500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 210 W CAMERON AVE | CHAPEL HILL | NC | 27516 | N/A | PC | General & Unrestricted | $1,000 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 1 | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $5,000 |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | N/A | PC | "Theatre Stuff" endowment Fund | $1,000 |
| JAFCO CHILDRENS FOUNDATION INC | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | PC | Marge Flanz Alumni Circle Endowment Fund | $5,000 |
| JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC | |||||||
| 12000 BISCAYNE BLVD STE 303 | NORTH MIAMI | FL | 33181 | N/A | PC | for JCS refugee resettlement programs and operations | $40,000 |
| JUDEA REFORM CONGREGATION | |||||||
| 1933 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Tzedakah Box - Kibbutz Nir Oz | $1,500 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 5603 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | PC | Haifa Educational Programs | $2,500 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 5603 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | PC | Emergency expenses and relief efforts at Haifa resulting from the state of war between Israel and Hamas | $10,000 |
| LIBERTY IN NORTH KOREA | |||||||
| 115 PINE AVE STE 210 | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $500 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2023-24 Annual Fund | $21,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Support of Refugee Students | $50,000 |
| LOS ANGELES LAWYERS PHILHARMONIC | |||||||
| 287 S ROBERTSON BLVD 499 | BEVERLY HILLS | CA | 90211 | N/A | PC | General & Unrestricted | $5,000 |
| MEMPHIS CENTER FOR REPRODUCTIVE | |||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | In support of its centers in Tennessee and Illinois | $10,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | The support of educational program collaboration with the Miami-Dade County public schools, including Ruth K. Broad Bay Harbor K-8 Center | $4,000 |
| MIAMI DADE COLLEGE FOUNDATION INC | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | Miami Book Fair | $30,000 |
| MUSEUM OF CONTEMPORARY ART INC | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $15,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | |||||||
| 1667 K ST NW STE 550 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,500 |
| NEW ISRAEL FUND | |||||||
| 235 MONTGOMERY ST STE 920 | SAN FRANCISCO | CA | 94104 | N/A | PC | Stemming Intercommunal Violence Following Terror Attacks | $15,000 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | NWS Fellows mentoring program collaboration at the Miami-Dade County Public Schools, including Ruth K. Broad Bay Harbor K-8 Center | $7,500 |
| NORTH CAROLINA MUSEUM OF ART FOUNDATION INC | |||||||
| 2110 BLUE RIDGE RD | RALEIGH | NC | 27607 | N/A | PC | the Judaica Collection | $1,500 |
| NORTH CAROLINA PUBLIC RADIO - W U N C | |||||||
| 120 FRIDAY CENTER DR | CHAPEL HILL | NC | 27517 | N/A | PC | General & Unrestricted | $500 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | General & Unrestricted | $1,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | for the Lod Foundation to support cycling group in Ramat Eshkol | $7,500 |
| PELICAN HARBOR SEABIRD STATION INC | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | General & Unrestricted | $10,000 |
| PRO PUBLICA INC | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,500 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Stipends fund | $3,450 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Teacher of the Year award for 2023-24 | $1,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | MIAMI | FL | 33133 | N/A | PC | R-E Annual Fund | $500 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | MIAMI | FL | 33133 | N/A | PC | 2023-24 academic year Fund for RE | $15,000 |
| REFUGEE ASSISTANCE ALLIANCE INC | |||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | Support the operations of Refugee Assistance Alliance | $35,000 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Tutoring Program | $20,000 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Ann B Bussel Teaching Fund Awards | $7,700 |
| SCHOOL YEAR ABROAD INC | |||||||
| 120 WATER ST | NORTH ANDOVER | MA | 01845 | N/A | PC | General & Unrestricted | $2,500 |
| SCHWAB CHARITABLE FUND | |||||||
| 211 MAIN ST | SAN FRANCISCO | CA | 94105 | N/A | PC | Daniel J. Bussel & Raquelle de la Rocha Donor Advised Fund | $50,000 |
| SOUTH FLORIDA PBS INC | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | N/A | PC | General & Unrestricted | $2,500 |
| STANFORD LAW SCHOOL | |||||||
| 559 NATHAN ABBOTT WAY | STANFORD | CA | 94305 | N/A | PC | Law Dean's Fund | $2,500 |
| SYE INITIATIVE INC | |||||||
| 5 TUDOR CITY PLAPT 1405 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 |
| SYRACUSE UNIVERSITY | |||||||
| 640 SKYTOP RD FL 2 | SYRACUSE | NY | 13244 | N/A | PC | Ruth Kugel Broad Endowed Scholarship Fund | $2,500 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | To increase the endowment of the Broad Bussel Educational Enhancement Fund | $75,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $10,000 |
| THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC | |||||||
| 25 W 45TH ST STE 1405 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $10,000 |
| THE DEBORAH PROJECT INC | |||||||
| PO BOX 212 | MERION STATION | PA | 19066 | N/A | PC | General & Unrestricted | $5,000 |
| THE FOUNTAINHEAD RESIDENCY INC | |||||||
| 5600 N BAYSHORE DR | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $25,000 |
| THE LERNER JEWISH COMMUNITY DAY SCHOOL | |||||||
| 1935 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Lerner Annual Fund | $2,200 |
| THE REASON FOUNDATION | |||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 90230 | N/A | PC | General & Unrestricted | $2,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA School of Law Dean's Fund | $5,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Charitable Event | $1,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA School of Law - The Shepard Broad Scholarship Fund | $20,000 |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | Lawyering Project at Abortion Defense Network | $6,000 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Documentation of Town of BHI's 75th Anniversary | $10,000 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Town Picnic | $12,500 |
| TREEPEOPLE INC | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $2,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | N/A | PC | College of Arts and Sciences | $2,500 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,500 |
| UNIVERSITY OF MIAMI | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | 2024 Sea Secrets Lecture Series | $5,000 |
| WE COUNT INC | |||||||
| PO BOX 344116 | FLORIDA CITY | FL | 33034 | N/A | PC | Sembrando Justicia Campaign | $30,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| WOMENS EMERGENCY NETWORK INC | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | General & Unrestricted | $2,500 |
| WOMENS FUND OF MIAMI-DADE INC | |||||||
| 3109 GRAND AVE 176 | MIAMI | FL | 33133 | N/A | PC | To be used for Grant Distributions | $10,000 |
| WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA | |||||||
| 1902A LINCOLN BLVD 1338 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $15,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,500 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | Support in-school opera performances and educational program collaborations with the Miami-Dade County Public Schools, including Ruth K. Broad Bay Harbor K-8 Center | $4,000 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | Teacher professional development and outreach education Migrant Program | $18,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,030,187 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,379 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $789,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $451,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,242,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,242,889 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Bussel | PersonNm |
| Short Explanation | DEBORAH BUSSEL, PRESIDENT AND DIRECTOR OF THE SHEPARD BROAD FOUNDATION, INC. (THE "FOUNDATION"), IS A PRINCIPAL AT THE PHILANTHROPIC CONSULTING FIRM OF BUSSEL PHILANTHROPY ASSOCIATES LLC, A DISQUALIFIED PERSON WHICH PROVIDES PHILANTHROPIC CONSULTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $55,000 FOR PHILANTHROPIC CONSULTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH PHILANTHROPIC CONSULTING FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $27,376 | $155,713 |
| ADVANCED MICRO DEVICES INC | $70,258 | $106,135 |
| ALIGN TECHNOLOGY, INC | $37,217 | $50,142 |
| AMAZON COM | $53,488 | $284,584 |
| APPLE INC | $116,984 | $169,426 |
| ASML HOLDING NV NY REG SHS | $106,636 | $114,295 |
| AVANTIS US SMALL CAP VALUE ETF | $2,175,397 | $2,645,239 |
| CADENCE DESIGN SYSTEMS INC | $60,093 | $72,723 |
| CHIPOTLE MEX GRILL | $71,597 | $125,783 |
| DEXCOM, INC | $30,363 | $106,221 |
| DFA EMERGING MARKETS CORE EQ P | $1,463,215 | $1,695,643 |
| DFA INTERNATIONAL SMALL CO POR | $924,309 | $992,998 |
| DFA INTERNATIONAL VALUE PORTFO | $1,488,120 | $2,157,110 |
| DFA U.S. LARGE CAP VALUE PORTF | $2,233,670 | $4,160,425 |
| DODGE & COX INCOME FUND | $3,401,648 | $2,983,549 |
| INSULET CORPORATION | $71,900 | $58,585 |
| INTUIT | $58,201 | $89,379 |
| INTUITIVE SURGICAL | $66,784 | $128,534 |
| ISHARES RUSSELL 2000 GROWTH IN | $131,417 | $420,199 |
| LULULEMON ATHLETICA INC | $79,515 | $118,108 |
| MARKET VECTORS ISRAEL | $264,827 | $287,516 |
| MARVELL TECHNOLOGY, INC | $56,407 | $57,656 |
| MASTERCARD INC | $32,882 | $246,523 |
| MEDPACE HOLDINGS, INC | $34,026 | $38,316 |
| MERCADOLIBRE, INC | $45,865 | $97,435 |
| META PLATFORMS INC | $50,466 | $55,218 |
| MICROSOFT CORP | $75,767 | $287,671 |
| NETFLIX INC | $105,980 | $96,402 |
| NVIDIA CORP | $28,369 | $286,732 |
| PALO ALTO NETWORKS INC | $58,765 | $99,080 |
| PIMCO EMERGING MARKETS FULL SP | $1,261,070 | $1,083,642 |
| PIMCO TOTAL RETURN FUND | $3,477,285 | $2,886,594 |
| SALESFORCE.COM | $30,563 | $166,304 |
| SCHWAB S P 500 INDEX FUND SELE | $2,199,844 | $4,123,298 |
| SERVICE NOW | $63,220 | $290,367 |
| SNOWFLAKE INC | $28,355 | $37,412 |
| THE BLACKSTONE GROUP INC CL A | $84,712 | $106,438 |
| THE TRADE DESK INC | $39,423 | $42,456 |
| TRACTOR SUPPLY CO COM | $61,384 | $82,572 |
| UBER | $39,514 | $53,997 |
| VANGAURD HIGH-YIELD CORPORATE | $1,772,345 | $1,658,117 |
| VANGUARD INTL GROWTH FD ADMIRA | $620,367 | $895,745 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $849,254 |
| VEEVA SYSTEMS INC | $31,664 | $101,073 |
| VISA INC | $20,100 | $151,524 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $67,000 | $67,000 |
| Digital Subscriptions | $324 | $324 |
| CREDIT CARD FEES | $230 | $230 |
| Office Supplies | $676 | $676 |
| State or Local Filing Fees | $61 | $61 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $56,800 | $56,800 | |
| Investment Management Services | $104,273 | $104,273 | |
| Philanthropic Consulting Srvcs | $55,000 | $55,000 | |
| ARCHIVAL SERVICES | $2,727 | $2,727 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $10,500 | |
| 990-PF Excise Tax for 2022 | $3,418 | |
| Foreign Tax Paid | $148 | $148 |