SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202331319349103378
- Schema version
- 2022v5.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T12:52:07-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-08 | 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 |
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 | 2022 | 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 | $27,441,921 | 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 | $630 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $630 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $697,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $697,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $814,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,136,891 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $814,272 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,091 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,091 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,513,960 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,513,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $211,568 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,568 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $104,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,911 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,911 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $264 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $264 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $75,720 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $332,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,099,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,099,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,431,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,296,228 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,406,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $592,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $430,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $430,139 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,251,277 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,495,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,011,782 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $23,843,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,925,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,441,921 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,843,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,925,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,843,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,925,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,843,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,925,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,843,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,039 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,925,635 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,925,635 | 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 | $3,136,891 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,322,619 | CostOrOtherBasisAmt |
| Gain Or Loss | $814,272 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $814,272 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $814,272 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,547 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,547 | SubtotalAmt |
| Tax Based On Investment Income | $19,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,129 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $16,129 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,418 | 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 | $7,500 | $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 | $7,500 | $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 (3 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 | $107,568 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $74,817 |
| Enid Mercado | |||||
| 4217 Westminster Road | Sebring | FL | 33875 | Philanthropic | $54,000 |
| 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 | $28,865,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $284,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,149,516 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,149,516 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,712,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,435,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,435,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,547 | TotalTaxAmt |
| Distributable Before Adj | $1,416,067 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,416,067 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,416,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,296,228 | 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 | $1,296,228 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,416,067 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $457,775 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $457,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,296,228 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,296,228 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $119,839 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $119,839 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $337,936 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $337,936 | ExcessDistriCyovFromYr5Amt |
| 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 (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMIC FREEDOM ALLIANCE INC | |||||||
| 10 NASSAU ST UNIT 32 | PRINCETON | NJ | 08542 | N/A | PC | General & Unrestricted | $2,500 |
| ACUPUNCTURISTS WITHOUT BORDERS | |||||||
| 3439 NE SANDY BLVD 304 | PORTLAND | OR | 97232 | N/A | PC | Sifre Center for Hurricane Ian relief | $5,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| ONE BATTERY PARK PLZ 25TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | Charitable Event | $1,500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | Miami Annual Campaign for AJC | $20,000 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| PO BOX 568 | ETNA | NH | 03750 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 6355 NW 36TH ST STE 2201 | MIAMI | FL | 33166 | N/A | PC | In support of Leadership Transition | $35,000 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Institute for Immigration Studies | $53,700 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Opportunity Scholarship Fund | $20,000 |
| BENNING ACADEMY OF MUSIC FOUNDATION | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | General & Unrestricted | $5,000 |
| BENNING ACADEMY OF MUSIC FOUNDATION | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | Cafeteria Project | $15,000 |
| BISCAYNE BAY WATERKEEPER INC | |||||||
| 2103 CORAL WAY 2ND FL | MIAMI | FL | 33145 | N/A | PC | General & Unrestricted | $4,500 |
| BRANCHES INC | |||||||
| 11500 NW 12TH AVE | MIAMI | FL | 33168 | N/A | PC | Community ID program | $20,000 |
| BRIGID ALLIANCE INC | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | to assist women in gaining access to abortion care | $10,000 |
| CANCER COMMONS | |||||||
| 650 CASTRO ST STE 120 PMB 522 | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $2,700 |
| CAROLINA ABORTION FUND | |||||||
| PO BOX 51534 | DURHAM | NC | 27717 | N/A | PC | funding for abortion care | $8,000 |
| CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION INC | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $5,000 |
| CHAMPION FOR CHILDREN FOUNDATION OF HIGHLANDS COUN | |||||||
| PO BOX 7125 | SEBRING | FL | 33872 | N/A | PC | Vision and Hearing Quest program and General Operating expenses | $2,000 |
| CHILDRENS BEREAVEMENT CENTER INC | |||||||
| 6619 S DIXIE HWY PMB 302 | MIAMI | FL | 33143 | N/A | PC | Surfside Crisis Work & Support Groups | $12,500 |
| CHURCH WORLD SERVICE INC | |||||||
| 28606 PHILLIPS ST | ELKHART | IN | 46514 | N/A | PC | For CWS in Durham, NC | $2,700 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | to fund the Ann B. Bussel Grant to be awarded by The Ruth K. Broad Biomedical Research Foundation | $25,000 |
| 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 | For the work being conducted by Dr. Nina Sherwood, Duke University Department of Biology | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | To fund the Ellen Luken Award, which will be administered by the Ruth K. Broad Biomedical Research Foundation | $7,500 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Building For Good Campaign | $33,300 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Jewish Book Fair | $1,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $1,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | the Great Challah Bake | $1,000 |
| 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 | Annual Campaign | $5,000 |
| FRIENDS OF GIVAT HAVIVA INC | |||||||
| 500 7TH AVE 8TH FL | NEW YORK | NY | 10018 | N/A | PC | Extended Planning & Design for Barbara Markel Gathering Space | $10,000 |
| 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 | For educational program collaboration with the Miami-Dade County Public Schools, especially Ruth K. Broad Bay Harbor K-8 Center | $5,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Annual Campaign 2022 | $10,000 |
| HENRY E HUNTINGTON LIBRARY & ART GALLERY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | General & Unrestricted | $6,500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | 2023 Fact Finding Journey for UCLA Student Leaders | $20,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $2,500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 210 W CAMERON AVE | CHAPEL HILL | NC | 27516 | N/A | PC | General & Unrestricted | $1,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | 2022-23 Israel Learning Fellowship Program | $5,000 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $5,000 |
| JAFCO CHILDRENS FOUNDATION INC | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | PC | Marge Flanz Alumni Circle Endowment | $10,000 |
| JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC | |||||||
| 12000 BISCAYNE BLVD | MIAMI | FL | 33181 | N/A | PC | to establish the Refugee Resettlement & Placement Program at JCS as an affiliate of HIAS | $60,000 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 5603 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | PC | Haifa Educational Programs | $2,000 |
| LIBERTY IN NORTH KOREA | |||||||
| 236 E 3RD ST STE 210 | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $500 |
| LITERACY NETWORK INC | |||||||
| 701 DANE ST | MADISON | WI | 53713 | N/A | PC | General & Unrestricted | $10,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2022-23 Loomis Chaffee Annual Fund | $20,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Support of Refugee Students | $50,000 |
| LOS ANGELES GAY AND LESBIAN COMMUNITY SERVICES CEN | |||||||
| 1118 N MCCADDEN PL | LOS ANGELES | CA | 90038 | N/A | PC | General & Unrestricted | $1,500 |
| LOS ANGELES LAWYERS PHILHARMONIC | |||||||
| 287 S ROBERTSON BLVD 499 | BEVERLY HILLS | CA | 90211 | N/A | PC | General & Unrestricted | $5,000 |
| LOS ANGELES PARKS FOUNDATION | |||||||
| 2650 N COMMONWEALTH AVE | LOS ANGELES | CA | 90027 | N/A | PC | Tom LaBonge Memorial Fund (Griffith Park) | $2,500 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $4,000 |
| MEMPHIS CENTER FOR REPRODUCTIVE | |||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | General & Unrestricted | $2,500 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | For educational program collaboration with the Miami-Dade County Public Schools, especially Ruth K. Broad Bay Harbor K-8 Center | $2,000 |
| MIAMI DADE COLLEGE FOUNDATION INC | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | for the sponsorship of three authors who will present at the 2022 Miami Book Fair | $10,000 |
| MIAMI DADE COLLEGE FOUNDATION INC | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | for the sponsorship of three authors who will present at the 2022 Miami Book Fair | $5,000 |
| MUSEUM OF CONTEMPORARY ART INC | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $15,000 |
| NACDL FOUNDATON FOR CRIMINAL JUSTICE | |||||||
| 1660 L ST NW 12TH FL | WASHINGTON | DC | 20036 | N/A | PC | Albert J Krieger Memorial Fund | $2,500 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | |||||||
| 1667 K ST NW STE 550 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,500 |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | |||||||
| 2055 L ST NW STE 650 | WASHINGTON | DC | 20036 | N/A | PC | Jewish Fund for Abortion Access and Rabbis for Reproduction | $15,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL WOMENS HEALTH NETWORK INC | |||||||
| 1413 K ST NW 4TH FL | WASHINGTON | DC | 20005 | N/A | PC | Plan C program | $15,000 |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | N/A | PC | General & Unrestricted | $10,000 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | In support of New World Symphony's 2022-23 community engagement activities at Ruth K. Broad Bay Harbor K-8 Center including MusicLab and their Education Concert Series | $7,500 |
| NORTH CAROLINA MUSEUM OF ART FOUNDATION INC | |||||||
| 2110 BLUE RIDGE RD | RALEIGH | NC | 27607 | N/A | PC | 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 | cycling project in Lod, Israel | $7,500 |
| PELICAN HARBOR SEABIRD STATION INC | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | General & Unrestricted | $5,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | General & Unrestricted | $3,000 |
| 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 | $2,700 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | 2023 Teacher of the Year award | $1,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $15,000 |
| REED INSTITUTE | |||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 97202 | N/A | PC | General & Unrestricted | $1,000 |
| REFUGEE ASSISTANCE ALLIANCE INC | |||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | 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 | $2,200 |
| 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 | KIDVision Pre-K program | $8,333 |
| 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 | Broad Bussel Educational Enhancement Fund | $75,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $7,500 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | Rabbi Mari Chernow's Discretionary Fund | $10,000 |
| THE DEBORAH PROJECT INC | |||||||
| 7315 WISCONSIN AVE STE 400 WEST | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $5,000 |
| THE FOUNTAINHEAD RESIDENCY INC | |||||||
| 5600 N BAYSHORE DR | MIAMI | FL | 33137 | N/A | PC | 3rd cohort "Our Stories Unite Us" Visual Art Residencies for Immigrant Artists | $40,000 |
| THE LERNER JEWISH COMMUNITY DAY SCHOOL | |||||||
| 1935 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | 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 | Kenneth N. Karst Scholarship Fund in Law | $2,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Center for Liberal Arts and Free Institutions (CLAFI) | $1,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Barbara A. Varat Scholarship Fund | $3,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA School of Law - The Shepard Broad Scholarship Fund | $20,000 |
| 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 & Sciences | $2,500 |
| TRUSTEES OF TRUST FUNDS | |||||||
| I JUNKINS AVE | PORTSMOUTH | NH | 03801 | N/A | GOV | Lillian D. Goldin Education Fund at Portsmouth High School | $2,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,500 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | For the Norman Fixel Institute for Neurological Diseases and the renovation of its facilities | $20,000 |
| UNIVERSITY OF MIAMI | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | Sea Secrets Lecture Series 2022-23 | $5,000 |
| 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 | $5,000 |
| WOMENS FUND OF MIAMI-DADE INC | |||||||
| 3109 GRAND AVE 176 | MIAMI | FL | 33133 | N/A | PC | To be used for Grant Distributions | $15,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | Ukrainian relief fund | $5,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale College Alumni Support/Finanical Aid Fund | $2,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | SOM Alumni Fund's Loan Forgiveness Program | $5,400 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | To support the in-school opera performance of Hansel & Gretel at the Miami-Dade County Public Schools and especially at Ruth K. Broad Bay Harbor K-8 Center during this 2022-23 school year | $4,000 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | Zoocademy programming for English for Speakers of Other Languages (ESOL) students | $15,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,099,333 | 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 | $630 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $697,967 | 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 | $814,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $16 |
| UNCLAIMED FUNDS | 01 | $1,075 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,513,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,513,960 | 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, 2022, THE FOUNDATION PAID $50,000 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 (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $28,129 | $90,863 |
| ADVANCED MICRO DEVICES INC | $61,567 | $39,121 |
| ALIGN TECHNOLOGY, INC | $37,217 | $38,595 |
| AMAZON COM | $18,721 | $139,440 |
| APPLE INC | $133,323 | $132,139 |
| ASML HOLDING NV NY REG SHS | $108,975 | $84,146 |
| AVANTIS US SMALL CAP VALUE ETF | $2,175,396 | $2,194,841 |
| BLOCK INC | $32,910 | $39,778 |
| BURLINGTON STORES, INC | $25,785 | $37,511 |
| CHIPOTLE MEX GRILL | $72,856 | $77,699 |
| DEXCOM, INC | $31,533 | $100,557 |
| DFA EMERGING MARKETS CORE EQ P | $1,463,215 | $1,523,885 |
| DFA INTERNATIONAL SMALL CO POR | $924,309 | $895,807 |
| DFA INTERNATIONAL VALUE PORTFO | $1,488,120 | $1,916,712 |
| DFA U.S. LARGE CAP VALUE PORTF | $2,293,050 | $4,034,410 |
| DODGE & COX INCOME FUND | $3,401,648 | $2,881,890 |
| EDWARDS LIFESCIENCES | $28,323 | $59,837 |
| INSULET CORPORATION | $71,900 | $79,485 |
| INTUITIVE SURGICAL | $68,309 | $103,487 |
| ISHARES RUSSELL 2000 GROWTH IN | $131,417 | $357,390 |
| LULULEMON ATHLETICA INC | $79,515 | $74,008 |
| MARKET VECTORS ISRAEL | $264,827 | $293,372 |
| MARVELL TECHNOLOGY, INC | $56,407 | $35,410 |
| MASTERCARD INC | $33,251 | $204,465 |
| MERCADOLIBRE, INC | $45,865 | $52,467 |
| MICROSOFT CORP | $86,113 | $209,843 |
| NETFLIX INC | $105,980 | $58,386 |
| NVIDIA CORP | $45,912 | $139,418 |
| PALO ALTO NETWORKS INC | $13,437 | $12,000 |
| PAYPAL HOLDINGS, INC | $33,314 | $35,895 |
| PIMCO EMERGING MARKETS FULL SP | $1,261,070 | $1,027,713 |
| PIMCO TOTAL RETURN FUND | $3,477,285 | $2,823,189 |
| QUALCOMM INC | $105,281 | $73,880 |
| SALESFORCE.COM | $31,004 | $86,449 |
| SCHWAB S P 500 INDEX FUND SELE | $2,300,568 | $3,466,190 |
| SERVICE NOW | $64,848 | $165,403 |
| THE BLACKSTONE GROUP INC CL A | $88,152 | $62,468 |
| TRACTOR SUPPLY CO COM | $61,384 | $86,388 |
| VANGAURD HIGH-YIELD CORPORATE | $1,772,345 | $1,575,517 |
| VANGUARD INTL GROWTH FD ADMIRA | $620,367 | $795,357 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $695,239 |
| VEEVA SYSTEMS INC | $32,507 | $87,307 |
| VISA INC | $20,304 | $123,825 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $74,817 | $74,817 |
| CREDIT CARD FEES | $230 | $230 |
| Office Supplies | $488 | $488 |
| State or Local Filing Fees | $61 | $61 |
| Website Hosting/Support | $124 | $124 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $16 | $16 |
| Unclaimed Funds | $1,075 | $1,075 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $54,000 | $54,000 | |
| Investment Management Services | $107,568 | $107,568 | |
| Philanthropic Consulting Srvcs | $50,000 | $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $15,500 | |
| 990-PF Extension for 2021 | $12,500 | |
| Foreign Tax Paid | $125 | $125 |