SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-26
- IRS object ID
- 202142999349100814
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-26T10:36:48-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-10-14 | 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 | 2020 | 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 | $30,141,696 | 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 | $8,254 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,254 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $523,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $523,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $983,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,008,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $983,330 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $587 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $587 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,860,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,515,630 | 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 | $211,356 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,856 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,310 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $818 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $818 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,262 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $311,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,028,181 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,028,181 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,339,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,200,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,520,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,394,756 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,807,635 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $921,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $921,671 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,594 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,185 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,594 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,594 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,018,503 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,144,001 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,188,900 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,170,104 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,539,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,279,229 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,744,080 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,655,067 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,750,302 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $19,741,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,261,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,141,696 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $19,741,507 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,261,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,741,507 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,261,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,741,507 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,261,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,741,507 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,520,256 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,261,763 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,261,763 | 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 | $6,008,799 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,025,469 | CostOrOtherBasisAmt |
| Gain Or Loss | $983,330 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $983,330 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $983,330 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,387 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,387 | SubtotalAmt |
| Tax Based On Investment Income | $19,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,142 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,250 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,392 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $4 | OverpaymentAmt |
| Applied To ES Tax | $4 | 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 | 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 |
|---|---|---|---|---|---|
| Hewins Financial Advisors | |||||
| 203 REDWOOD SHORES PARKWAY ste 550 | REDWOOD CITY | CA | 94065 | Investment Mgmt | $120,856 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $63,678 |
| Enid Mercado | |||||
| 4400 Biscayne Blvd Ste 514 | Miami | FL | 33137 | Philanthropic | $54,500 |
| 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 | $24,603,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,042,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,646,014 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,646,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $384,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,261,324 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,263,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,263,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,387 | TotalTaxAmt |
| Distributable Before Adj | $1,243,679 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,243,679 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,243,679 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,200,761 | 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 | $1,200,761 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,200,761 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,243,679 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $467,495 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $542,552 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $457,775 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,467,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,200,761 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,200,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,918 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,918 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,424,904 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $424,577 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,000,327 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $542,552 | ExcessFromYear4Amt |
| Excess From Year3 | $457,775 | ExcessFromYear3Amt |
| 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 (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC | |||||||
| 321 N CLARK ST | CHICAGO | IL | 60654 | N/A | SO I | Patrick Del Duca Memorial Fund | $1,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | Charitable Event | $10,000 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH ST 11TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | |||||||
| 80 BROAD ST STE 2102 | NEW YORK | NY | 10004 | N/A | PC | The Interdisciplinary Clinical Center at University of Haifa in support of its Early Intervention Program for Children, Parents and Caregivers | $10,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 6355 NW 36TH ST STE 2201 | MIAMI | FL | 33166 | N/A | PC | Charitable Event | $10,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 6355 NW 36TH ST STE 2201 | MIAMI | FL | 33166 | N/A | PC | General & Unrestricted | $50,000 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Charitable Event | $50,000 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Opportunity Fund | $20,000 |
| CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION INC | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | discretionary fund | $31,000 |
| CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION INC | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Charitable Event | $2,500 |
| CHILDRENS BEREAVEMENT CENTER INC | |||||||
| 6619 SOUTH DIXIE HWY 302 | MIAMI | FL | 33143 | N/A | PC | General & Unrestricted | $15,000 |
| CHURCH BY THE SEA | |||||||
| 1045 95TH ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | COVID-19 pandemic meals and grocery program | $35,000 |
| CHURCH BY THE SEA | |||||||
| 1045 95TH ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | COVID-19 pandemic meals and grocery program | $28,000 |
| DONORSCHOOSE ORG | |||||||
| 134 W 37TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | PC | Remote Learning during COVID-19 | $823 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Trinity College Annual Fund | $10,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Ann B. Bussel fund to be awarded by The Ruth K. Broad Biomedical Research Foundation | $25,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Jewish Life at Duke | $10,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $5,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Food Bank fund | $2,500 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Jewish Film Series fund | $2,500 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Covid-19 relief fund | $10,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | The Great Challah Bake fund | $1,000 |
| EARLY CHILDHOOD INITIATIVE INC | |||||||
| 3250 SW 3 AVE 6TH FL | MIAMI | FL | 33129 | N/A | PC | General & Unrestricted | $2,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $500 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | endowment fund for the Ruth K. and Shepard Broad Distinguished Lecture Series managed by the Steven J. Green School of International & Public Affairs | $62,500 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | FIU Strong Funding Gap Initiative | $1,000 |
| FOUNDATION FOR NEUROLOGIC DISEASES | |||||||
| 10 STATE ST | NEWBURYPORT | MA | 01950 | N/A | PC | continued research in the treatment and prevention of Alzheimer's Disease | $1,000 |
| FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA | |||||||
| 5630 WISCONSIN AVE APT 1601 | CHEVY CHASE | MD | 20815 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE UNDERLINE INC | |||||||
| 1004 COTORRO AVE | CORAL GABLES | FL | 33146 | N/A | PC | low-income and marginalized neighborhoods in the creation and use of The Underline program | $25,000 |
| FUND FOR PUBLIC SCHOOLS INC | |||||||
| 52 CHAMBERS ST ROOM 305 | NEW YORK | NY | 10007 | N/A | PC | Harvey Milk High School in Manhattan, NY | $1,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Annual Campaigns 2019, 2020, and 2121 | $25,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Annual Campaign 2020 | $27,000 |
| HEALTH INFORMATION PROJECT INC | |||||||
| 4601 PONCE DE LEON BLVD STE 300 | CORAL GABLES | FL | 33146 | N/A | PC | Comprehensive Business Plan fund | $10,000 |
| HENRY E HUNTINGTON LIBRARY & ART GALLERY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | Charitable Event | $2,000 |
| 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 | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | Marjorie Flanz Endowment Fund | $5,000 |
| JEWISH WOMEN'S ARCHIVE INC | |||||||
| ONE HARVARD ST | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $1,800 |
| KITHARA PROJECT INC | |||||||
| 25 CUTLER DR | ASHLAND | MA | 01721 | N/A | PC | General & Unrestricted | $900 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 5603 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | PC | development and implementation of a plan to organize and mobilize a Leo Baeck alumni community | $54,712 |
| LIBERTY IN NORTH KOREA | |||||||
| 236 E 3RD ST STE 210 | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $500 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2020-21 Annual Fund; Discretionary Faculty/Staff Appreciation fund | $19,000 |
| LOS ANGELES LAWYERS PHILHARMONIC | |||||||
| 287 S ROBERTSON BLVD | BEVERLY HILLS | CA | 90211 | N/A | PC | Charitable Event | $5,000 |
| LUNG CANCER FOUNDATION OF AMERICA | |||||||
| 15 S FRANKLIN ST | NEW ULM | MN | 56073 | N/A | PC | General & Unrestricted | $1,800 |
| MIAMI DADE COLLEGE FOUNDATION INC | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | Miami Book Fair International fund | $10,000 |
| MIAMI JEWISH HEALTH SYSTEMS INC | |||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | N/A | PC | COVID-19 Relief fund | $1,000 |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIR | |||||||
| 601 SW 8TH AVE | MIAMI | FL | 33130 | N/A | PC | Visual screenings & follow up eye exams at Ruth K. Broad Bay Harbor K-8 Center | $6,000 |
| MUSEUM OF CONTEMPORARY ART INC | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $2,500 |
| NEW ISRAEL FUND | |||||||
| PO BOX 177 | LEWISTON | ME | 04243 | N/A | PC | General & Unrestricted | $7,500 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | NWS Fellows mentoring program | $7,500 |
| NORTH CAROLINA MUSEUM OF ART FOUNDATION INC | |||||||
| 4630 MAIL SERVICE CTR | RALEIGH | NC | 27699 | N/A | PC | Judaica Collection fund | $500 |
| NORTH CAROLINA PUBLIC RADIO - W U N C | |||||||
| 120 FRIDAY CENTER DR | CHAPEL HILL | NC | 27517 | N/A | PC | General & Unrestricted | $300 |
| 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 | Teacher of the Year award fund | $1,000 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | stipend fund for the members of the Shepard Broad Foundation Partnership Review Committee | $3,450 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Devices and Equipment fund for RKBBH K-8 Teachers | $4,437 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund for the 2020-21 school year | $15,000 |
| 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 | $5,000 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | RKB Bay Harbor K-8 Center Tutoring Program | $20,000 |
| SOUTH FLORIDA PBS INC | |||||||
| 14901 NE 20TH AVE | NORTH MIAMI | FL | 33181 | N/A | PC | KIDVision Pre-K program | $8,333 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | Scholarship fund | $1,500 |
| 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 | Charitable Event | $2,500 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $1,800 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | Rabbi's Discretionary Fund | $10,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | TIOH Patron campaign | $4,000 |
| 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 | Visual Art Fellowships fund | $10,000 |
| THE FOUNTAINHEAD RESIDENCY INC | |||||||
| 5600 N BAYSHORE DR | MIAMI | FL | 33137 | N/A | PC | Visual Art Fellowships fund | $20,000 |
| THE LERNER JEWISH COMMUNITY DAY SCHOOL | |||||||
| 1935 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Covid-19 relief fund | $5,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Scholarship Fund | $12,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Empirical Research Group at the UCLA School of law | $2,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Zolt Chair Fund | $5,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA School of Law Student Emergency Relief Fund | $10,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA School of Law Dean's Fund | $1,500 |
| THINKING PROJECT INSTITUTE | |||||||
| 2842 ELIOT ST | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $1,500 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Annual Town Picnic and Town Dinner fund for Employees | $35,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | N/A | PC | College of Arts & Sciences | $1,500 |
| TRUSTEES OF TRUST FUNDS | |||||||
| I JUNKINS AVE | PORTSMOUTH | NH | 03801 | N/A | GOV | funds for graduating seniors of Portsmouth High School to cover the cost of college books and supplies including technological devices | $1,800 |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | N/A | PC | UCI Health Advancement in support of the Chao Family Comprehensive Cancer Center | $2,500 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | Dean of the College's Parent Council Annual Campaign | $15,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | internship fund for research and outplacement purposes | $15,000 |
| UNIVERSITY OF FLORIDA | |||||||
| STE 1250 EAST CAMPUS BUILDIN | GAINESVILLE | FL | 32611 | N/A | GOV | Scholarship Fund | $1,000 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | endowment fund for community outreach initiatives of the Herbert Wertheim College of Engineering Department of BioMedical Engineering | $75,000 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | Norman Fixel Institute for Neurological Diseases and the renovation of its facilities | $20,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | Robert F. Feltman Gastroenterology Educational Endowment fund | $1,800 |
| UNIVERSITY OF MIAMI | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | Sea Secret Lectures Series Fund | $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 | $10,000 |
| URBANPROMISE MIAMI INC | |||||||
| 985 NW 1ST ST | MIAMI | FL | 33128 | N/A | PC | pilot therapy program for recently-arrived immigrant and/or undocumented youth affiliated with Urban Promise Miami | $8,000 |
| VIZCAYA MUSEUM AND GARDENS TRUST INC | |||||||
| 3251 S MIAMI AVE | MIAMI | FL | 33129 | N/A | PC | COVID-19 Recovery Campaign | $1,000 |
| WE COUNT INC | |||||||
| PO BOX 344116 | FLORIDA CITY | FL | 33034 | N/A | PC | mutual-aid relief fund | $7,500 |
| WE COUNT INC | |||||||
| PO BOX 344116 | FLORIDA CITY | FL | 33034 | N/A | PC | Unrestricted operating fund and mutual-aid relief fund | $12,500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 655 NEW YORK AVE NW 6TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $6,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | SOM Alumni Fund | $5,400 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | in-school opera performances fund of "Papageno", including the one at RKBBH K-8 | $5,000 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | design and launch a new unit of Zoocademy for Middle School English for Speakers of Other Languages (ESOL) PROGRAM | $12,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,028,181 | 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 | $8,254 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $523,459 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $983,330 | 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 | $587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,515,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,515,630 | 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, 2020, THE FOUNDATION PAID $36,000 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (137 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7TH JUBILEE FIX 10Y - 3.700% - | $149,999 | $150,001 |
| ACE INA HLDG INC DEB - 8.875% | $6,610 | $7,587 |
| AFLAC - 6.450% - 08/15/2040 | $7,477 | $7,289 |
| AFLAC INC - 3.625% - 11/15/202 | $5,425 | $5,594 |
| ALLSTATE CORP NOTE - 1.450% - | $4,984 | $4,975 |
| ALTRIA GROUP - 4.800% - 02/14/ | $11,981 | $11,935 |
| ALTRIA GROUP INC GTD NT - 4.75 | $11,049 | $10,143 |
| AMERICAN EXPRESS CO NOTE - 3.0 | $26,734 | $27,281 |
| ANHEUSER BUSCH - 6.800% - 08/2 | $13,364 | $14,297 |
| APPALACHIAN PWR - 6.700% - 08/ | $13,907 | $14,120 |
| APPLE - 3.850% - 05/04/2043 | $5,060 | $6,344 |
| APPLE INC - 2.900% - 09/12/202 | $5,314 | $5,593 |
| APPLE INC - 3.250% - 02/23/202 | $9,830 | $11,222 |
| ARCHER DANIELS - 7.500% - 03/1 | $12,608 | $13,405 |
| ARCHER DANIELS MIDLAND - 2.500 | $9,299 | $10,876 |
| AT&T - 4.250% - 03/01/2027 | $10,251 | $11,689 |
| AT&T INC NOTE - 6.625% - 05/15 | $5,675 | $6,589 |
| BANK AMER CORP - 3.559% - 04/2 | $32,493 | $33,787 |
| BANK AMER CORP FR - 3.300% - 0 | $10,293 | $10,602 |
| BB&T - 5.375% - 08/15/2022 | $37,027 | $37,470 |
| BECTON DCKNSN - 7.000% - 08/01 | $11,959 | $12,665 |
| BERKSHIRE HATHAWAY - 4.250% - | $5,266 | $6,612 |
| BERKSHIRE HATHAWAY FIN CORP - | $11,226 | $10,010 |
| BESTFOODS MTS - 6.625% - 04/15 | $11,562 | $13,418 |
| BOEING CO - 7.250% - 06/15/202 | $12,597 | $12,122 |
| BP PLC SPONSORED ADR - 2.750% | $19,529 | $21,085 |
| BRISTOL MYERS - 5.875% - 11/15 | $6,471 | $7,109 |
| BURLINGTON NORTHN SANTA - 6.15 | $4,810 | $7,557 |
| CAMDEN PPTY - 4.100% - 10/15/2 | $16,793 | $17,810 |
| CAMPBELL SOUP - 8.875% - 05/01 | $12,851 | $10,257 |
| CAPITAL ONE FINANCIAL CO NOTE | $5,373 | $5,473 |
| CAPITAL ONE FINL CORP - 4.750% | $32,366 | $30,700 |
| CATERPILLAR - 6.625% - 07/15/2 | $11,712 | $13,136 |
| CHARLES SCHWAB - 4.000% - 02/0 | $10,153 | $11,895 |
| CHARLES SCHWAB CORP - 3.250% - | $5,342 | $5,730 |
| CHEVRON CORP - 3.326% - 11/17/ | $5,404 | $5,571 |
| CHUBB CORP DEB - 6.800% - 11/1 | $6,753 | $7,232 |
| CISCO SYS INC - 0.000% - 06/15 | $25,995 | $25,984 |
| CISCO SYSTEMS INC - 5.500% - 0 | $7,382 | $7,485 |
| CITIGROUP IN - 6.625% - 01/15/ | $12,408 | $13,101 |
| CITIGROUP INC SR NT - 4.500% - | $10,412 | $10,425 |
| CITIGROUP INC. HYBRID - 3.352% | $5,247 | $5,434 |
| CME GROUP INC - 3.000% - 03/15 | $15,196 | $16,417 |
| CME GROUP INC - 3.000% - 09/15 | $15,062 | $15,674 |
| COMCAST CORP - 3.400% - 04/01/ | $5,802 | $5,746 |
| COMCAST CORP NOTE - 3.950% - 1 | $16,467 | $17,178 |
| COMM MTG A4 - 3.147% - 08/15/2 | $20,490 | $20,526 |
| CONOCOPHILLIPS - 4.300% - 11/1 | $5,425 | $6,324 |
| CONS EDISON CO N Y INC - 5.500 | $5,846 | $6,832 |
| CONSOLIDATED EDISON CO N Y INC | $5,097 | $6,090 |
| CVS CAREMARK CORP - 3.500% - 0 | $15,600 | $15,655 |
| CVS HEALTH CORP - 2.700% - 08/ | $4,910 | $5,060 |
| DEERE & CO DEB - 8.100% - 05/1 | $13,311 | $15,206 |
| DEERE CO - 3.450% - 03/13/2025 | $5,027 | $5,600 |
| DISNEY - 4.700% - 03/23/2050 | $5,679 | $7,046 |
| DISNEY WALT - 7.625% - 11/30/2 | $7,159 | $7,072 |
| DOVER - 6.650% - 06/01/2028 | $11,846 | $13,608 |
| DOW DUPONT - 4.493% - 11/15/20 | $10,182 | $11,674 |
| DUKE POWER CO LLC - 6.450% - 1 | $12,707 | $14,509 |
| ELI LILLY AND CO - 7.125% - 06 | $12,235 | $12,763 |
| ENTERPRISE PRODUCTS - 5.100% - | $4,354 | $6,315 |
| EQUITABLE COS - 7.000% - 04/01 | $11,698 | $12,973 |
| ERP OPERATING LP BOND - 3.000% | $5,194 | $5,567 |
| EXXON MOBIL CORP - 3.567% - 03 | $5,604 | $5,711 |
| FEDEX CORP - 3.200% - 02/01/20 | $15,490 | $16,480 |
| FIFTH THIRD BANCORP - 2.550% - | $15,064 | $16,296 |
| FISERV INC - 4.400% - 07/01/20 | $6,020 | $6,696 |
| FRANKLIN RESOURCES INC - 1.600 | $9,995 | $9,956 |
| GENERAL ELECTRIC CO - 6.875% - | $6,718 | $7,317 |
| GENERAL MLS INC - 4.000% - 04/ | $15,639 | $16,946 |
| GOLDMAN SACHS GROUP INC - 3.85 | $16,080 | $17,115 |
| GOLDMAN SACHS GROUP INC - 4.00 | $26,516 | $27,624 |
| GOLDMAN SACHS GROUP INC NOTE - | $5,364 | $5,282 |
| GS MTG - 2.773% - 11/13/2045 | $14,663 | $15,161 |
| HALLIBURTON COMPANY - 6.700% - | $4,997 | $6,606 |
| HARTORD FINL SVCS - 2.800% - 0 | $19,944 | $21,789 |
| HOME DEPOT INC - 3.300% - 04/1 | $5,409 | $5,883 |
| HOME DEPOT INC SR NT - 4.400% | $5,678 | $5,000 |
| HONEYWELL INTL - 2.800% - 06/0 | $9,943 | $10,934 |
| ILLINIOS TOOL - 3.500% - 03/01 | $10,735 | $10,860 |
| JOHNSON & JOHNSON - 3.700% - 0 | $6,105 | $6,375 |
| JPMORGAN CHASE & CO - 3.875% - | $5,180 | $5,491 |
| JPMORGAN CHASE &CO NOTE - 3.55 | $10,607 | $10,707 |
| KEYCORP SER I - 5.100% - 03/24 | $10,786 | $10,107 |
| KIMBERLY CLARK CORP - 6.375% - | $18,435 | $19,038 |
| KROGER CO - 3.875% - 10/15/204 | $5,001 | $5,847 |
| LINCOLN NATL CORP IND - 3.800% | $10,183 | $11,531 |
| LOCKHEED MARTIN CORP - 4.850% | $4,960 | $6,584 |
| MARKEL - 3.350% - 09/17/2029 | $10,128 | $11,159 |
| MCDONALDS CORP - 1.450% - 09/0 | $10,019 | $10,343 |
| METLIFE INC - 6.500% - 12/15/2 | $6,733 | $7,587 |
| METLIFE INC NOTE - 3.600% - 11 | $10,554 | $11,336 |
| MICROSOFT CORP NOTE - 2.525% - | $11,396 | $10,545 |
| MORGAN STANLEY - 3.875% - 01/2 | $10,748 | $11,447 |
| MORGAN STANLEY - 3.875% - 04/2 | $15,710 | $16,600 |
| NIKE INC - 3.250% - 03/27/2040 | $10,652 | $11,588 |
| NORFOLK SOUTHERN CORP - 3.850% | $26,079 | $27,209 |
| NUTRIEN LTD NOTE CALL - 3.625% | $19,383 | $21,728 |
| ORACLE CORP - 2.950% - 05/15/2 | $14,496 | $16,474 |
| ORACLE CORP SR GLBL NT - 2.500 | $24,621 | $25,662 |
| PARKER-HANNIFIN CORP - 6.250% | $6,327 | $7,262 |
| PEPSI BOTTLING GRP INC GTD - 7 | $13,495 | $14,572 |
| PHILLIPS 66 - 5.875% - 05/01/2 | $5,898 | $6,948 |
| PINC FINL - 3.150% - 05/19/202 | $16,133 | $16,897 |
| PROCTER AND GAMBLE - 5.800% - | $12,523 | $15,094 |
| PROLOGIS LP - 3.750% - 11/01/2 | $5,633 | $5,682 |
| PROLOGIS SER B - 4.375% - 02/0 | $5,565 | $6,113 |
| PRUDENTIAL FINL - 6.625% - 12/ | $7,485 | $7,486 |
| PUBLIC SVC ELEC GAS - 3.050% - | $19,460 | $21,626 |
| QUALCOMM INC - 4.300% - 05/20/ | $6,201 | $6,771 |
| SCHLUMBERGER - 3.650% - 12/01/ | $14,877 | $16,254 |
| SHELL INTERNATIONAL - 3.250% - | $20,106 | $22,146 |
| SNAP ON INC - 3.100% - 05/01/2 | $4,955 | $5,599 |
| SPECTRA ENERGY PARTNERS LP - 5 | $5,989 | $6,485 |
| STRYKER CORP - 1.950% - 06/15/ | $4,979 | $5,136 |
| STRYKER CORP - 3.500% - 03/15/ | $10,410 | $11,303 |
| SYSCO - 3.550% - 03/15/2025 | $9,986 | $11,131 |
| TAMPA ELECTRIC - 2.600% - 09/1 | $24,266 | $25,768 |
| TAMPA ELECTRIC CO - 6.150% - 0 | $7,099 | $6,964 |
| TRAVELERS COMPANY - 5.350% - 1 | $7,020 | $7,186 |
| UNITED PARCEL SERVC - 6.200% - | $6,522 | $7,830 |
| UNITED PARCEL SERVICE - 2.500% | $9,676 | $10,469 |
| UNITED TECHNOLOGIES CORP - 5.7 | $6,511 | $7,269 |
| UNITED TECHNOLOGIES CORP - 8.7 | $6,865 | $5,060 |
| US BANCORP - 3.950% - 11/17/20 | $21,603 | $23,076 |
| VERIZON COMMUNICATIONS INC - 4 | $11,119 | $12,481 |
| VIRGINIA ELEC & PWR - 3.450% - | $5,425 | $5,387 |
| VIRGINIA ELEC & PWR CO - 2.950 | $20,376 | $20,409 |
| VIRGINIA ELEC & PWR CO - 8.875 | $6,235 | $9,135 |
| VISA INC - 4.150% - 12/14/2035 | $5,192 | $6,485 |
| VISA INC NOTE - 3.150% - 12/14 | $10,642 | $11,219 |
| WELLS FARGO &CO - 2.625% - 07/ | $14,907 | $15,524 |
| WELLS FARGO &CO MTN - 3.584% - | $5,358 | $5,662 |
| WELLS FARGO - 3.550% - 09/29/2 | $5,157 | $5,601 |
| WELLS FARGO CO - 4.600% - 04/0 | $5,599 | $5,047 |
| WISCONSIN ELEC PWR - 4.300% - | $12,564 | $13,410 |
| WISCONSIN PWR & LT CO - 6.375% | $6,996 | $7,356 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $31,558 | $155,537 |
| ALIBABA GROUP HOLDING LTD | $44,593 | $56,786 |
| ALIGN TECHNOLOGY, INC | $24,389 | $87,104 |
| ALPHABET INC CL C | $52,152 | $108,617 |
| AMAZON COM | $18,721 | $270,325 |
| APPLE INC | $61,778 | $68,733 |
| AUTODESK, INC | $65,628 | $130,380 |
| BURLINGTON STORES, INC | $64,560 | $116,913 |
| CHIPOTLE MEX GRILL | $49,087 | $54,082 |
| COSTCO WHOLESALE CORPORATION | $33,810 | $35,041 |
| DEXCOM, INC | $31,533 | $82,078 |
| DFA EMERGING MARKETS CORE EQ P | $1,463,215 | $1,836,379 |
| DFA INTERNATIONAL SMALL CO POR | $624,309 | $760,966 |
| DFA INTERNATIONAL VALUE PORTFO | $1,488,119 | $1,819,691 |
| DFA U.S. LARGE CAP VALUE PORTF | $2,293,050 | $3,648,467 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,749,460 | $2,220,115 |
| DODGE & COX INCOME FUND | $1,106,888 | $1,126,458 |
| EDWARDS LIFESCIENCES | $33,549 | $86,669 |
| FACEBOOK INC | $19,857 | $86,319 |
| GLOBAL PAYMENTS INC | $36,965 | $43,299 |
| INTUITIVE SURGICAL | $68,309 | $106,353 |
| ISHARES RUSSELL 2000 GROWTH IN | $249,739 | $907,692 |
| LULULEMON ATHLETICA INC | $33,416 | $34,803 |
| MARKET VECTORS ISRAEL | $264,827 | $368,667 |
| MASTERCARD INC | $33,251 | $209,881 |
| MERCADOLIBRE, INC | $33,528 | $90,462 |
| MICROSOFT CORP | $108,967 | $248,666 |
| NVIDIA CORP | $54,021 | $148,305 |
| PAYPAL HOLDINGS, INC | $45,760 | $193,918 |
| PIMCO EMERGING MARKETS FULL SP | $937,711 | $935,275 |
| PIMCO TOTAL RETURN FUND | $1,106,009 | $1,102,676 |
| QUALCOMM INC | $47,771 | $49,968 |
| SALESFORCE.COM | $31,004 | $145,090 |
| SCHWAB S P 500 INDEX FUND SELE | $2,439,999 | $3,592,430 |
| SERVICE NOW | $64,848 | $234,483 |
| SPLUNK INC | $19,083 | $68,296 |
| SQUARE INC | $32,910 | $137,766 |
| TRACTOR SUPPLY CO COM | $48,975 | $44,704 |
| TRANSDIGM GRP INC | $36,557 | $38,988 |
| UNITY SOFTWARE INC | $7,370 | $6,753 |
| VANGAURD HIGH-YIELD CORPORATE | $1,317,330 | $1,372,923 |
| VANGUARD INTL GROWTH FD ADMIRA | $860,346 | $2,049,308 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $926,952 |
| VEEVA SYSTEMS INC | $37,934 | $175,329 |
| VISA INC | $24,730 | $196,638 |
| WORKDAY INC | $20,794 | $63,736 |
| ZENDESK INC | $21,963 | $35,208 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,137,345 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,180,735 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $6,656 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $8,165 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $63,678 | $63,678 | |
| Bank Charges | $18 | $18 | |
| Equipment/Furniture Purchase | $150 | $150 | |
| Foundation Dues & Memberships | $1,545 | $1,545 | |
| CREDIT CARD FEES | $185 | $185 | |
| Postage/Delivery Service | $55 | $55 | |
| State or Local Filing Fees | $61 | $61 | |
| OFFICE & SUPPLIES | $588 | $588 |
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 | $587 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $587 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $54,500 | $54,500 | |
| Investment Management Services | $120,856 | $120,856 | |
| Philanthropic Consulting Srvcs | $36,000 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $15,000 |
| 990-PF Extension for 2019 | $3,310 |