SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202203079349101680
- Schema version
- 2021v4.2
- 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
- Schedule B
- 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 | 2022-11-03T20:57:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 0 | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-27 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,286,938 | 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 | $1,344,571 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,712 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,712 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $635,412 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $635,412 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,884,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,540,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,884,304 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $333 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $333 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,866,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,521,761 | 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 | $296,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,459 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $147,008 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $888 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $888 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $75,294 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $413,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $238,190 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $871,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $871,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,284,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,109,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,581,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,372,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $921,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $592,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $592,319 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,594 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $1,144,001 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $17,539,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,251,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,694,619 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,655,067 | CorporateBondsBOYAmt |
| Total Assets BOY | $21,261,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,843,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,286,938 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,261,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,843,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,261,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,843,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,261,763 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,843,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,261,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,581,833 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,843,596 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,843,596 | 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 | $6,540,382 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,656,078 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,884,304 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,884,304 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,884,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,975 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,975 | SubtotalAmt |
| Tax Based On Investment Income | $32,975 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,104 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,604 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $629 | OverpaymentAmt |
| Applied To ES Tax | $629 | AppliedToESTaxAmt |
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 | false | 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 | false | 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 |
|---|---|---|---|---|---|
| Hewins Financial Advisors | |||||
| 203 Redwood Shores Parkway STE 550 | REDWOOD CITY | CA | 94065 | Investment MGMT | $149,459 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $73,969 |
| Enid Mercado | |||||
| 4400 Biscayne BLVD STE 514 | Miami | FL | 33137 | 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 | $32,446,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $528,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,974,929 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,974,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $494,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,480,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,624,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,624,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,975 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,975 | TotalTaxAmt |
| Distributable Before Adj | $1,591,040 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,591,040 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,591,040 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,109,665 | 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 | $1,109,665 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,591,040 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $542,552 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $457,775 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,000,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,109,665 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,109,665 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $481,375 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $481,375 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $518,952 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $61,177 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $457,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $457,775 | ExcessFromYear4Amt |
| 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 (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATIO | |||||||
| 244 MADISON AVE STE 482 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | Miami Annual Campaign | $17,500 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 6355 NW 36TH ST STE 2201 | MIAMI | FL | 33166 | N/A | PC | General & Unrestricted | $25,000 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Institute for Immigration Studies | $41,200 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Opportunity Fund Scholarship Fund | $20,000 |
| BENNING ACADEMY OF MUSIC FOUNDATION | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | General Purpose Annual Gifts for Calendar Years 2020 and 2021 | $5,000 |
| BENNING ACADEMY OF MUSIC FOUNDATION | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | General & Unrestricted | $10,000 |
| BISCAYNE BAY WATERKEEPER INC | |||||||
| 2103 CORAL WAY 2ND FL | MIAMI | FL | 33145 | N/A | PC | General & Unrestricted | $1,000 |
| BRANCHES INC | |||||||
| 11500 NW 12TH AVE | MIAMI | FL | 33168 | N/A | PC | Support for GROW and CLIMB programs | $10,000 |
| CATHOLIC CHARITIES LEGAL SERVICES ARCHDIOCESE OF M | |||||||
| 28 WEST FLAGLER ST 10TH FLLOR | MIAMI | FL | 33130 | N/A | PC | provision of services to immigrant people and their families | $3,600 |
| CHAMPION FOR CHILDREN FOUNDATION OF HIGHLANDS COUN | |||||||
| PO BOX 7125 | SEBRING | FL | 33872 | N/A | PC | Preventative Service and Assistance Program | $1,000 |
| CHILDRENS BEREAVEMENT CENTER INC | |||||||
| 6619 SOUTH DIXIE HWY 302 | MIAMI | FL | 33143 | N/A | PC | Surfside Crisis Work & Support Groups | $12,500 |
| CONSTITUTIONAL RIGHTS FOUNDATION | |||||||
| 601 S KINGSLEY DR | LOS ANGELES | CA | 90005 | N/A | PC | Charitable Event | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Ann B. Bussel Grant | $25,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Jewish Life at Duke grant | $10,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Trinity College Annual Fund Flexible Operating | $20,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Great Challah Bake 2021 | $1,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Creation of the Challah/Shabbat Fund | $30,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | an endowment fund for the Ruth K. and Shepard Broad distinguished lecture series | $62,500 |
| FRIENDS OF WLRN INC | |||||||
| 172 NE 15TH ST | MIAMI | FL | 33132 | N/A | PC | In support of local news reporting | $10,000 |
| GABLESTAGE INC | |||||||
| 1200 ANASTASIA AVE STE 230 | CORAL GABLES | FL | 33134 | N/A | PC | For educational program collaboration with Miami-Dade county public schools | $5,000 |
| GIVAT HAVIVA EDUCATIONAL FOUNDATION INC | |||||||
| 500 FASHION AVE 8TH FL | NEW YORK | NY | 10018 | N/A | PC | Planning Process/Barbara Markel Meeting Space | $24,500 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Annual Campaigns 2019, 2020, and 2021 | $12,500 |
| HEALTH INFORMATION PROJECT INC | |||||||
| 461 PONCE DE LEON BLVD STE 300 | CORAL GABLES | FL | 33146 | N/A | PC | Comprehensive Business Plan | $10,000 |
| HENRY E HUNTINGTON LIBRARY & ART GALLERY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | 2021 Huntingdon Fellows Program | $2,500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $1,500 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $3,000 |
| JAFCO CHILDRENS FOUNDATION INC | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | PC | Marge Flanz Alumni Circle Endowment | $5,000 |
| 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 | $75,000 |
| JEWISH EDUCATIONAL LOAN FUND INC | |||||||
| 6065 ROSWELL RD STE 740 | ATLANTA | GA | 30328 | N/A | PC | to provide interest-free last dollar loans for higher education to jewish students | $5,000 |
| JEWISH FEDERATION OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | University of Chicago Hillel | $500 |
| JUDEA REFORM CONGREGATION | |||||||
| 1933 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Refugee Resettlement and Immigrant Justice Team | $3,600 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 5603 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | PC | for the development and implementation of a plan to organize and mobilize a leo baeck alumni community | $54,712 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2021-22 Annual Fund | $19,000 |
| LOS ANGELES LAWYERS PHILHARMONIC | |||||||
| 287 S ROBERTSON BLVD 499 | BEVERLY HILLS | CA | 90211 | N/A | PC | Charitable Event | $5,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | For educational program collaboration with Miami-Dade county public schools | $5,000 |
| MIAMI DADE COLLEGE FOUNDATION INC | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | Sponsorship of Anita Hill presentation at Miami Book fair international 2021 | $10,000 |
| MUSEUM OF CONTEMPORARY ART INC | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $10,000 |
| 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 | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | N/A | PC | General & Unrestricted | $3,750 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | MusicLab program and its community engagement work with students from ruth k. broad bay harbor k-8 center | $7,500 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | General & Unrestricted | $1,000 |
| PELICAN HARBOR SEABIRD STATION INC | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | General & Unrestricted | $5,000 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | For stipends for the members of the Shepard Broad foundation partnership review committee | $2,700 |
| 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 | $1,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Michael Stokes Outward Bound Endowment Fund | $5,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $15,000 |
| REFUGEE ASSISTANCE ALLIANCE INC | |||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | Navigating the USA program | $10,000 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Master Schedule Summer Planning and Preparation project | $2,500 |
| 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 2021-22 | $5,180 |
| SOUTH FLORIDA PBS INC | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | N/A | PC | in support of the KIDVision Pre-K program | $8,333 |
| SYRACUSE UNIVERSITY | |||||||
| 640 SKYTOP RD FL 2 | SYRACUSE | NY | 13244 | N/A | PC | For the Ruth Kugel Broad Endowed Scholarship Fund | $2,500 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | Rabbi's discretion | $9,000 |
| TEMPLE ISRAEL | |||||||
| 200 STATE ST | PORTSMOUTH | NH | 03801 | N/A | PC | Rabbi's Discretionary Fund | $1,800 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $6,000 |
| TEMPLE JUDEA | |||||||
| 5500 GRANADA BLVD | CORAL GABLES | FL | 33146 | N/A | PC | Margaux Early Childhood School Fund | $3,600 |
| THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC | |||||||
| 25 W 45TH ST STE 1405 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $15,000 |
| THE FOUNTAINHEAD RESIDENCY INC | |||||||
| 5600 N BAYSHORE DR | MIAMI | FL | 33137 | N/A | PC | 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 | the Annual Fund | $2,200 |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | THRIVE 305 initiative to engage citizens in informing the priorities and agendas of local government | $20,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Center for Near East Studies SAR fund | $3,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA School of Law - The Shepard Broad Scholarship fund | $20,000 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Annual Town Picnic and Town Dinner for Employees | $25,000 |
| TREEPEOPLE INC | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $1,500 |
| TRUSTEES OF TRUST FUNDS | |||||||
| I JUNKINS AVE | PORTSMOUTH | NH | 03801 | N/A | GOV | Lillian D. Goldin Education Fund at Portsmouth High school | $1,800 |
| UASPIRE INC | |||||||
| 31 MILK ST SUITE 900 | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | support internships for research and outplacement purposes | $15,000 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | 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 | $5,000 |
| UNIVERSITY OF MIAMI - UM BASCOM PALMER EYE INSTITU | |||||||
| PO BOX 016880 D-880 | MIAMI | FL | 33101 | N/A | PC | Hodapp Cohen Family Fellowship for training in the treatment of childhood glaucoma at the balkin center program | $10,000 |
| WE COUNT INC | |||||||
| PO BOX 344116 | FLORIDA CITY | FL | 33034 | N/A | PC | Somos Visibles education and art workshops | $2,000 |
| WE COUNT INC | |||||||
| PO BOX 344116 | FLORIDA CITY | FL | 33034 | N/A | PC | General & Unrestricted | $12,000 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | For educational program collaborations with Miami-dade county public schools | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $871,475 | 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 | $1,712 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $635,412 | 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 | $1,884,304 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $333 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,521,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,521,761 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Shepard Broad Charitable Lead Annui | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 Biscayne BLVD Suite 514 | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,344,571 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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, 2021, 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 | $153,106 |
| ADVANCED MICRO DEVICES INC | $56,333 | $79,577 |
| ALIGN TECHNOLOGY, INC | $37,217 | $120,264 |
| AMAZON COM | $18,721 | $276,750 |
| APPLE INC | $109,226 | $153,243 |
| ASML HOLDING NV NY REG SHS | $81,155 | $83,595 |
| BLOCK INC | $32,910 | $102,236 |
| BURLINGTON STORES, INC | $39,025 | $81,623 |
| CHIPOTLE MEX GRILL | $72,856 | $97,902 |
| DEXCOM, INC | $31,533 | $119,203 |
| DFA EMERGING MARKETS CORE EQ P | $1,463,215 | $1,894,641 |
| DFA INTERNATIONAL SMALL CO POR | $924,309 | $1,120,016 |
| DFA INTERNATIONAL VALUE PORTFO | $1,488,120 | $2,065,478 |
| DFA U.S. LARGE CAP VALUE PORTF | $2,293,051 | $4,477,710 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,458,508 | $2,352,193 |
| DODGE & COX INCOME FUND | $3,595,321 | $3,513,904 |
| EDWARDS LIFESCIENCES | $28,323 | $103,899 |
| INSULET CORPORATION | $71,900 | $71,839 |
| INTUITIVE SURGICAL | $68,309 | $140,127 |
| ISHARES RUSSELL 2000 GROWTH IN | $131,417 | $488,221 |
| LULULEMON ATHLETICA INC | $79,515 | $90,425 |
| MARKET VECTORS ISRAEL | $264,827 | $400,396 |
| MASTERCARD INC | $33,251 | $211,280 |
| MERCADOLIBRE, INC | $45,865 | $83,601 |
| META PLATFORMS INC | $121,125 | $210,219 |
| MICROSOFT CORP | $88,746 | $303,697 |
| NETFLIX INC | $105,980 | $119,283 |
| NVIDIA CORP | $51,708 | $317,933 |
| PAYPAL HOLDINGS, INC | $45,760 | $156,144 |
| PIMCO EMERGING MARKETS FULL SP | $1,261,070 | $1,212,980 |
| PIMCO TOTAL RETURN FUND | $3,591,123 | $3,538,124 |
| QUALCOMM INC | $47,771 | $59,981 |
| SALESFORCE.COM | $31,004 | $165,693 |
| SCHWAB S P 500 INDEX FUND SELE | $2,440,000 | $4,563,425 |
| SERVICE NOW | $64,848 | $276,521 |
| TRACTOR SUPPLY CO COM | $61,384 | $91,622 |
| TWILIO INC | $106,765 | $74,262 |
| UNITY SOFTWARE INC | $36,377 | $34,032 |
| VANGAURD HIGH-YIELD CORPORATE | $1,772,345 | $1,820,258 |
| VANGUARD INTL GROWTH FD ADMIRA | $620,367 | $1,225,589 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $976,253 |
| VEEVA SYSTEMS INC | $32,507 | $138,215 |
| VISA INC | $20,304 | $129,159 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $73,969 | $73,969 |
| Equipment Maintenance | $48 | $48 |
| Equipment/Furniture Purchase | $247 | $247 |
| Foundation Dues & Memberships | $45 | $45 |
| CREDIT CARD FEES | $185 | $185 |
| Office Supplies | $739 | $739 |
| State or Local Filing Fees | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $333 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $333 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $55,000 | $55,000 | |
| Investment Management Services | $149,459 | $149,459 | |
| Philanthropic Consulting Srvcs | $92,008 | $92,008 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $21,100 | |
| 990-PF Extension for 2020 | $4,250 | |
| Foreign Tax Paid | $25 | $25 |