2022-11-03T20:57:13-05:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 590998866 The Shepard Broad Foundation Inc % Foundation Source SHEP 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 0 president 8008391754 2022-10-27 true deborah bussel 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 34286938 X 1344571 1712 1712 635412 635412 1884304 6540382 1884304 333 333 3866332 2521761 15000 15000 296467 149459 147008 25375 25 888 888 75294 75294 413024 149484 238190 871475 871475 1284499 149484 1109665 2581833 2372277 921671 592319 592319 1594 1144001 17539430 23251277 33694619 1655067 21261763 23843596 34286938 0 0 X 21261763 23843596 21261763 23843596 21261763 23843596 21261763 2581833 23843596 23843596 Publicly-traded Securities 6540382 4656078 1884304 1884304 1884304 32975 32975 32975 21104 0 12500 33604 X 0 629 629 false false false false false false false true true FL true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Karen Berman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 7500 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 7500 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 Hewins Financial Advisors 203 Redwood Shores Parkway STE 550 REDWOOD CITY CA 94065 Investment MGMT 149459 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 73969 Enid Mercado 4400 Biscayne BLVD STE 514 Miami FL 33137 Philanthropic 55000 32446259 528670 0 32974929 0 32974929 494624 32480305 1624015 1624015 32975 32975 1591040 1591040 1591040 1109665 0 0 0 0 1109665 1591040 2019 2018 2017 542552 457775 1000327 1109665 1109665 0 481375 481375 518952 0 61177 457775 457775 NONE X AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATIO 244 MADISON AVE STE 482 NEW YORK NY 10016 N/A PC General & Unrestricted 5000 AMERICAN JEWISH COMMITTEE 165 E 56TH ST NEW YORK NY 10022 N/A PC Miami Annual Campaign 17500 AMERICANS FOR IMMIGRANT JUSTICE 6355 NW 36TH ST STE 2201 MIAMI FL 33166 N/A PC General & Unrestricted 25000 BARRY UNIVERSITY INC 11300 NE 2ND AVE MIAMI SHORES FL 33161 N/A PC Institute for Immigration Studies 41200 BARRY UNIVERSITY INC 11300 NE 2ND AVE MIAMI SHORES FL 33161 N/A PC Opportunity Fund Scholarship Fund 20000 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 5000 BENNING ACADEMY OF MUSIC FOUNDATION 5647 WILLIS AVE SHERMAN OAKS CA 91411 N/A PC General & Unrestricted 10000 BISCAYNE BAY WATERKEEPER INC 2103 CORAL WAY 2ND FL MIAMI FL 33145 N/A PC General & Unrestricted 1000 BRANCHES INC 11500 NW 12TH AVE MIAMI FL 33168 N/A PC Support for GROW and CLIMB programs 10000 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 3600 CHAMPION FOR CHILDREN FOUNDATION OF HIGHLANDS COUN PO BOX 7125 SEBRING FL 33872 N/A PC Preventative Service and Assistance Program 1000 CHILDRENS BEREAVEMENT CENTER INC 6619 SOUTH DIXIE HWY 302 MIAMI FL 33143 N/A PC Surfside Crisis Work & Support Groups 12500 CONSTITUTIONAL RIGHTS FOUNDATION 601 S KINGSLEY DR LOS ANGELES CA 90005 N/A PC Charitable Event 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Ann B. Bussel Grant 25000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Jewish Life at Duke grant 10000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Trinity College Annual Fund Flexible Operating 20000 DURHAM-CHAPEL HILL JEWISH FEDERATION 1937 W CORNWALLIS ROAD DURHAM NC 27705 N/A PC Great Challah Bake 2021 1000 DURHAM-CHAPEL HILL JEWISH FEDERATION 1937 W CORNWALLIS ROAD DURHAM NC 27705 N/A PC Creation of the Challah/Shabbat Fund 30000 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 62500 FRIENDS OF WLRN INC 172 NE 15TH ST MIAMI FL 33132 N/A PC In support of local news reporting 10000 GABLESTAGE INC 1200 ANASTASIA AVE STE 230 CORAL GABLES FL 33134 N/A PC For educational program collaboration with Miami-Dade county public schools 5000 GIVAT HAVIVA EDUCATIONAL FOUNDATION INC 500 FASHION AVE 8TH FL NEW YORK NY 10018 N/A PC Planning Process/Barbara Markel Meeting Space 24500 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 N/A PC Annual Campaigns 2019, 2020, and 2021 12500 HEALTH INFORMATION PROJECT INC 461 PONCE DE LEON BLVD STE 300 CORAL GABLES FL 33146 N/A PC Comprehensive Business Plan 10000 HENRY E HUNTINGTON LIBRARY & ART GALLERY 1151 OXFORD RD SAN MARINO CA 91108 N/A PC 2021 Huntingdon Fellows Program 2500 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 574 HILGARD AVE LOS ANGELES CA 90024 N/A PC General & Unrestricted 1500 ICIVICS INC 1035 CAMBRIDGE ST STE 21B CAMBRIDGE MA 02141 N/A PC General & Unrestricted 3000 JAFCO CHILDRENS FOUNDATION INC 4200 N UNIVERSITY DR SUNRISE FL 33351 N/A PC Marge Flanz Alumni Circle Endowment 5000 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 75000 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 5000 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 3600 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 54712 LOOMIS INSTITUTE 4 BATCHELDER RD WINDSOR CT 06095 N/A PC 2021-22 Annual Fund 19000 LOS ANGELES LAWYERS PHILHARMONIC 287 S ROBERTSON BLVD 499 BEVERLY HILLS CA 90211 N/A PC Charitable Event 5000 MIAMI CITY BALLET INC 2200 LIBERTY AVE MIAMI BEACH FL 33139 N/A PC For educational program collaboration with Miami-Dade county public schools 5000 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 10000 MUSEUM OF CONTEMPORARY ART INC 770 NE 125TH ST NORTH MIAMI FL 33161 N/A PC General & Unrestricted 10000 NATIONAL CENTER FOR FAMILY PHILANTHROPY INC 1667 K ST NW STE 550 WASHINGTON DC 20006 N/A PC General & Unrestricted 1500 NEW ISRAEL FUND PO BOX 70358 PHILADELPHIA PA 19176 N/A PC General & Unrestricted 3750 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 7500 OAKWOOD SCHOOL 11600 MAGNOLIA BLVD N HOLLYWOOD CA 91601 N/A PC General & Unrestricted 1000 PELICAN HARBOR SEABIRD STATION INC 1279 NE 79 ST CAUSEWAY MIAMI FL 33138 N/A PC General & Unrestricted 5000 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 2700 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 1000 RANSOM EVERGLADES SCHOOL INC 3575 MAIN HWY COCONUT GROVE FL 33133 N/A PC Michael Stokes Outward Bound Endowment Fund 5000 RANSOM EVERGLADES SCHOOL INC 3575 MAIN HWY COCONUT GROVE FL 33133 N/A PC Annual Fund 15000 REFUGEE ASSISTANCE ALLIANCE INC 1825 PONCE DE LEON BLVD 145 CORAL GABLES FL 33134 N/A PC Navigating the USA program 10000 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 2500 RUTH K BROAD BAY HARBOR K-8 CENTER 1155 93RD ST BAY HARBOR ISLANDS FL 33154 N/A GOV Tutoring Program 20000 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 5180 SOUTH FLORIDA PBS INC 3401 S CONGRESS AVE BOYNTON BEACH FL 33426 N/A PC in support of the KIDVision Pre-K program 8333 SYRACUSE UNIVERSITY 640 SKYTOP RD FL 2 SYRACUSE NY 13244 N/A PC For the Ruth Kugel Broad Endowed Scholarship Fund 2500 TEMPLE BETH SHOLOM 4144 CHASE AVE MIAMI BEACH FL 33140 N/A PC Rabbi's discretion 9000 TEMPLE ISRAEL 200 STATE ST PORTSMOUTH NH 03801 N/A PC Rabbi's Discretionary Fund 1800 TEMPLE ISRAEL OF HOLLYWOOD 7300 HOLLYWOOD BLVD LOS ANGELES CA 90046 N/A PC General & Unrestricted 6000 TEMPLE JUDEA 5500 GRANADA BLVD CORAL GABLES FL 33146 N/A PC Margaux Early Childhood School Fund 3600 THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC 25 W 45TH ST STE 1405 NEW YORK NY 10036 N/A PC General & Unrestricted 15000 THE FOUNTAINHEAD RESIDENCY INC 5600 N BAYSHORE DR MIAMI FL 33137 N/A PC Our Stories Unite Us Visual Art Residencies for immigrant artists 40000 THE LERNER JEWISH COMMUNITY DAY SCHOOL 1935 W CORNWALLIS RD DURHAM NC 27705 N/A PC the Annual Fund 2200 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 20000 THE UCLA FOUNDATION 405 HILGARD AVE LOS ANGELES CA 90095 N/A PC Center for Near East Studies SAR fund 3000 THE UCLA FOUNDATION 405 HILGARD AVE LOS ANGELES CA 90095 N/A PC UCLA School of Law - The Shepard Broad Scholarship fund 20000 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 25000 TREEPEOPLE INC 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 N/A PC General & Unrestricted 1500 TRUSTEES OF TRUST FUNDS I JUNKINS AVE PORTSMOUTH NH 03801 N/A GOV Lillian D. Goldin Education Fund at Portsmouth High school 1800 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 15000 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 20000 UNIVERSITY OF MIAMI 4600 RICKENBACKER CAUSEWAY MIAMI FL 33149 N/A PC Sea Secrets Lecture Series 2022 5000 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 10000 WE COUNT INC PO BOX 344116 FLORIDA CITY FL 33034 N/A PC Somos Visibles education and art workshops 2000 WE COUNT INC PO BOX 344116 FLORIDA CITY FL 33034 N/A PC General & Unrestricted 12000 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 2500 871475 14 1712 14 635412 18 1884304 CLASS ACTION LAWSUIT PROCEEDS 01 333 2521761 2521761 false false false false false false false false false false X X 1 Shepard Broad Charitable Lead Annui 4400 Biscayne BLVD Suite 514 Miami FL 33137 1344571 X Deborah Bussel 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. ADOBE SYSTEMS, INC 28129 153106 ADVANCED MICRO DEVICES INC 56333 79577 ALIGN TECHNOLOGY, INC 37217 120264 AMAZON COM 18721 276750 APPLE INC 109226 153243 ASML HOLDING NV NY REG SHS 81155 83595 BLOCK INC 32910 102236 BURLINGTON STORES, INC 39025 81623 CHIPOTLE MEX GRILL 72856 97902 DEXCOM, INC 31533 119203 DFA EMERGING MARKETS CORE EQ P 1463215 1894641 DFA INTERNATIONAL SMALL CO POR 924309 1120016 DFA INTERNATIONAL VALUE PORTFO 1488120 2065478 DFA U.S. LARGE CAP VALUE PORTF 2293051 4477710 DFA U.S. SMALL CAP VALUE PORTF 1458508 2352193 DODGE & COX INCOME FUND 3595321 3513904 EDWARDS LIFESCIENCES 28323 103899 INSULET CORPORATION 71900 71839 INTUITIVE SURGICAL 68309 140127 ISHARES RUSSELL 2000 GROWTH IN 131417 488221 LULULEMON ATHLETICA INC 79515 90425 MARKET VECTORS ISRAEL 264827 400396 MASTERCARD INC 33251 211280 MERCADOLIBRE, INC 45865 83601 META PLATFORMS INC 121125 210219 MICROSOFT CORP 88746 303697 NETFLIX INC 105980 119283 NVIDIA CORP 51708 317933 PAYPAL HOLDINGS, INC 45760 156144 PIMCO EMERGING MARKETS FULL SP 1261070 1212980 PIMCO TOTAL RETURN FUND 3591123 3538124 QUALCOMM INC 47771 59981 SALESFORCE.COM 31004 165693 SCHWAB S P 500 INDEX FUND SELE 2440000 4563425 SERVICE NOW 64848 276521 TRACTOR SUPPLY CO COM 61384 91622 TWILIO INC 106765 74262 UNITY SOFTWARE INC 36377 34032 VANGAURD HIGH-YIELD CORPORATE 1772345 1820258 VANGUARD INTL GROWTH FD ADMIRA 620367 1225589 VANGUARD SMALL CAP GROWTH INDE 299057 976253 VEEVA SYSTEMS INC 32507 138215 VISA INC 20304 129159 Administrative Fees 73969 73969 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 Class Action Lawsuit Proceeds 333 333 Administration of Foundation 55000 55000 Investment Management Services 149459 149459 Philanthropic Consulting Srvcs 92008 92008 990-PF Estimated Tax for 2021 21100 990-PF Extension for 2020 4250 Foreign Tax Paid 25 25