SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349103405
- Schema version
- 2019v5.1
- 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 | 2020-11-13T14:35:35-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203185000048 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E580382B6EC9A3FAB9C3255FF56957C9676C3F6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,201,565 | 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 | $41,247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,247 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $451,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $451,185 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,812,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242,189 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,251 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,251 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,083,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $738,872 | 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 | $202,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,528 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $91,300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,850 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $308 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $308 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,943 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,943 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,246 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78,228 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $337,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $207,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $633,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $633,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $971,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $841,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,112,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $627,326 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,988,300 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,807,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,807,635 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,185 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,234 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,185 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,185 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,050,108 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,018,503 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,052,550 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,819,239 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,170,104 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,567,115 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,769,183 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,744,080 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,773,080 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,629,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,741,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,201,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,629,064 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,741,507 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,629,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,741,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,629,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,741,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,629,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,112,443 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,741,507 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,741,507 | 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 | $1,812,897 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,570,708 | CostOrOtherBasisAmt |
| Gain Or Loss | $242,189 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $242,189 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242,189 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $822,292 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,713,940 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037869 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,391,188 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,707,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070591 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,382,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,047,984 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081095 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,458,177 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,088,550 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085331 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,463,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,874,968 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086748 | DistributionYr5Rt |
| Total Distribution | 0.361634 | TotalDistributionRt |
| Average Distribution | 0.072327 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,031,549 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,665,803 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,273 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,672,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $841,604 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,547 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,547 | SubtotalAmt |
| Tax Based On Investment Income | $12,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,379 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,310 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,689 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $142 | OverpaymentAmt |
| Applied To ES Tax | $142 | 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 | Yes (true) | 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 | $111,546 |
| Foundation Source | |||||
| 55 Walls Drive 3rd FL | Fairfield | CT | 06824 | Administrative | $72,477 |
| 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 | $20,924,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,457,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,382,283 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,382,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $350,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,031,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,151,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,151,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,547 | TotalTaxAmt |
| Distributable Before Adj | $1,139,030 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,139,030 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,139,030 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $841,604 | 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 | $841,604 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $841,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,139,030 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $634,266 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $467,495 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $542,552 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $457,775 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,102,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $841,604 | QualifyingDistributionsAmt |
| Applied To Current Year | $841,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $297,426 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $297,426 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,804,662 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $336,840 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,467,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $467,495 | ExcessFromYear4Amt |
| Excess From Year3 | $542,552 | ExcessFromYear3Amt |
| Excess From Year2 | $457,775 | ExcessFromYear2Amt |
| 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 (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $7,500 |
| 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 | $20,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 6355 NW 36TH ST STE 2201 | MIAMI | FL | 33166 | N/A | PC | Charitable Event | $10,000 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | General & Unrestricted | $20,525 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Charitable Event | $50,000 |
| BENNING ACADEMY OF MUSIC FOUNDATION | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | General & Unrestricted | $5,000 |
| BIRTH BEYOND BARS | |||||||
| 10229 37TH PL SW | SEATTLE | WA | 98146 | N/A | PC | General & Unrestricted | $3,000 |
| CANCER COMMONS | |||||||
| 650 CASTRO ST STE 120 522 | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $5,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $10,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Book presentation in South Florida | $1,650 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Jewish Life at Duke annual fund | $10,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Charitable Event | $1,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Charitable Event | $2,500 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | General & Unrestricted | $5,000 |
| FREEDOM OF RELIGION FOR ISRAEL INC | |||||||
| 182 E 95TH ST STE 24G | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $5,000 |
| GABLESTAGE INC | |||||||
| 1200 ANASTASIA AVE STE 230 | CORAL GABLES | FL | 33134 | N/A | PC | 2018/2019 school Shakespeare tour, to include performance at Ruth K. Broad Bay Harbor K-8 Center for the 8th graders in March 2019 | $5,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $31,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Annual Campaigns 2019, 2020, and 2121 | $50,000 |
| HENRY E HUNTINGTON LIBRARY & ART GALLERY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | General & Unrestricted | $2,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $1,500 |
| HUMAN RIGHTS WATCH INC | |||||||
| 1201 BRICKELL AVE STE 310 | MIAMI | FL | 33131 | N/A | PC | to conduct initial scoping research on the health disparities in outcomes for cervical cancer among immigrant women of color presently residing in South Florida | $10,000 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $3,000 |
| JEWISH FEDERATION OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | to support the operations of the Hillel Foundation at the University of Chicago | $1,000 |
| JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC | |||||||
| 3329 JOHNSON ST | HOLLYWOOD | FL | 33021 | N/A | PC | General & Unrestricted | $1,000 |
| JUDEA REFORM CONGREGATION | |||||||
| 1933 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $1,800 |
| JUDEA REFORM CONGREGATION | |||||||
| 1933 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Framing Our Future Endowment fund | $7,200 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2019-20 Annual Fund | $15,000 |
| LOS ANGELES LAWYERS PHILHARMONIC | |||||||
| 287 S ROBERTSON BLVD | BEVERLY HILLS | CA | 90211 | N/A | PC | Orchestra program | $5,000 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| MIAMI DADE COLLEGE FOUNDATION INC | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | innovation Fund of the Miami Book Fair Internation | $10,000 |
| MUSEUM OF CONTEMPORARY ART INC | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $2,500 |
| NATHAN LITTAUER FOUNDATION INC | |||||||
| 99 E STATE ST | GLOVERSVILLE | NY | 12078 | N/A | PC | General & Unrestricted | $1,000 |
| NEW ISRAEL FUND | |||||||
| PO BOX 177 | LEWISTON | ME | 04243 | N/A | PC | General & Unrestricted | $15,000 |
| NEW ISRAEL FUND | |||||||
| PO BOX 177 | LEWISTON | ME | 04243 | N/A | PC | Charitable Event | $5,000 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | NWS Fellows mentoring program, in collaboration with RKBBH K-8 Center for the 2018/2019 school year | $5,000 |
| NORTH BROWARD HOSPITAL DISTRICT CHARITABLE FOUNDAT | |||||||
| 1201 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | N/A | SO I | renovation project at Broward Health Children's Hospital | $10,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | General & Unrestricted | $1,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | Charitable Event | $1,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Charitable Event | $1,800 |
| 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 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | MIAMI | FL | 33133 | N/A | PC | Annual Fund for the 2019-2020 academic year | $15,000 |
| RIDE ON L A | |||||||
| 10860 TOPANGA CANYON BLVD | CHATSWORTH | CA | 91311 | N/A | PC | General & Unrestricted | $1,000 |
| 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 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | The Ann B. Bussel Middle School Teaching Fund - to purchase heart monitors and related supplies for middle school physical education classes as part of a larger fitness program for students, and to purchase furniture for the 5th grade gifted classroom | $4,750 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | The Ann B. Bussel Middle School Teaching Fund - to purchase equipment for the Piano Lab;to purchase furniture for the 5th grade gifted classroom and field trips for the Young Men's Club | $5,350 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | the Master Schedule Summer Planning and preparation project | $10,000 |
| SOUTH FLORIDA PBS INC | |||||||
| 14901 NE 20TH AVE | NORTH MIAMI | FL | 33181 | N/A | PC | South Florida Program | $10,000 |
| 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 | $5,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | Charitable Event | $3,600 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $6,500 |
| TEMPLE JUDEA | |||||||
| 5500 GRANADA BLVD | CORAL GABLES | FL | 33146 | N/A | PC | Linda Pallot Art Fund | $1,800 |
| TEMPLE SINAI INC | |||||||
| 5645 DUPREE DR NW | ATLANTA | GA | 30327 | N/A | PC | Social Action Committee program | $1,000 |
| THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC - F | |||||||
| 18900 NE 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | N/A | PC | FUND ADVOCACY EFFORTS FOR THE DUAL DIAGNOSIS model for people with both intellectual disabilities and emotional/psychiatric disorders | $30,000 |
| THE FOUNTAINHEAD RESIDENCY INC | |||||||
| 5600 N BAYSHORE DR | MIAMI | FL | 33137 | N/A | PC | three Visual Art Fellowships that will foster community conversation around the experiences of immigrants and refugees to the United States | $20,000 |
| THE LERNER JEWISH COMMUNITY DAY SCHOOL | |||||||
| 1935 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Annual Fund | $2,200 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Zolt Chair fund | $10,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Schloarship 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 |
| THELMA GIBSON HEALTH INITIATIVE | |||||||
| 3750 S DIXIE HWY RM B | COCONUT GROVE | FL | 33133 | N/A | PC | Charitable Event | $1,500 |
| THINKING PROJECT INSTITUTE | |||||||
| 2842 ELIOT ST | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $2,500 |
| 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 |
| TREEPEOPLE INC | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $1,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | College of Arts & Sciences | $1,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | College of Arts and Sciences | $2,500 |
| 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 | $1,800 |
| 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 FLORIDA | |||||||
| PO BOX 113201 | GAINESVILLE | FL | 32611 | N/A | GOV | Scholarship fund | $1,000 |
| UNIVERSITY OF MIAMI | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | Sea Secrets Lecture Series - 25th anniversary | $5,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1500 NW 12TH AVE STE 1020E | MIAMI | FL | 33136 | N/A | PC | Spine Institute Division | $10,000 |
| UNIVERSITY OF MIAMI - BASCOM PALMER EYE INSTITUTE | |||||||
| 900 NW 17TH ST STE 6 | MIAMI | FL | 33136 | 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 UrbanPromise Miami | $8,000 |
| URBANPROMISE MIAMI INC | |||||||
| 985 NW 1ST ST | MIAMI | FL | 33128 | N/A | PC | renovation project of the teen area that is being planned and created by high school students | $17,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | SOM Alumni Fund | $5,400 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | BROADening Horizons program at Ruth K. Broad Bay Harbor K-8 Center for the current 2019-2020 school year | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $633,825 | 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 | $41,247 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $451,185 | 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 | $242,189 | 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 | $4,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $738,872 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $738,872 | 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, 2019, 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 (116 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7TH JUBILEE FIX 10Y - 3.700% - | $149,999 | $149,999 |
| 9TH JUBILEE FIX 5Y - 2.560% - | $99,999 | $100,000 |
| ACE INA HLDG INC DEB - 8.875% | $6,610 | $7,356 |
| AFLAC INC - 3.625% - 11/15/202 | $16,276 | $16,032 |
| ALTRIA GROUP INC GTD NT - 4.75 | $11,049 | $10,346 |
| AMERICAN EXPRESS CREDIT MTN - | $15,102 | $15,001 |
| AMGEN INC - 4.100% - 06/15/202 | $16,052 | $15,382 |
| ANHEUSER BUSCH - 6.800% - 08/2 | $13,364 | $13,368 |
| APACHE CORP - 5.100% - 09/01/2 | $4,998 | $5,075 |
| APPLE - 3.850% - 05/04/2043 | $5,060 | $5,585 |
| APPLE INC - 3.250% - 02/23/202 | $9,830 | $10,576 |
| ARCHER DANIELS - 7.500% - 03/1 | $12,608 | $12,955 |
| ARCHER DANIELS MIDLAND - 2.500 | $9,299 | $10,152 |
| AT&T - 4.250% - 03/01/2027 | $10,251 | $10,961 |
| AT&T INC NOTE - 6.625% - 05/15 | $5,675 | $6,013 |
| AVALONBAY COMMUNITIES - 3.500% | $24,939 | $26,333 |
| BANK AMER CORP FR - 3.300% - 0 | $10,293 | $10,342 |
| BB&T - 5.375% - 08/15/2022 | $37,027 | $37,458 |
| BECTON DCKNSN - 7.000% - 08/01 | $11,959 | $12,309 |
| BERKSHIRE HATHAWAY - 3.000% - | $9,952 | $10,348 |
| BERKSHIRE HATHAWAY FIN CORP - | $16,839 | $15,379 |
| BESTFOODS MTS - 6.625% - 04/15 | $11,562 | $12,879 |
| BOEING CO - 7.250% - 06/15/202 | $12,597 | $12,358 |
| BOSTON PROPERTIES LP - 3.650% | $10,072 | $10,582 |
| BP PLC SPONSORED ADR - 2.750% | $19,529 | $20,442 |
| BRISTOL MYERS - 5.875% - 11/15 | $6,471 | $6,640 |
| BURLINGTON NORTHN SANTA - 6.15 | $4,810 | $7,021 |
| BYN MELLON - 3.250% - 05/16/20 | $19,300 | $21,027 |
| CAMDEN PPTY - 4.100% - 10/15/2 | $16,793 | $16,659 |
| CAMPBELL SOUP - 8.875% - 05/01 | $12,851 | $10,804 |
| CAPITAL ONE FINL CORP - 4.750% | $32,367 | $31,187 |
| CATERPILLAR - 6.625% - 07/15/2 | $11,712 | $12,734 |
| CATERPILLAR FIN SRVC - 2.950% | $10,050 | $10,218 |
| CHARLES SCHWAB - 4.000% - 02/0 | $10,153 | $11,164 |
| CHUBB CORP DEB - 6.800% - 11/1 | $6,753 | $6,833 |
| CINTAS CORP NO - 4.300% - 06/0 | $15,955 | $15,419 |
| CISCO SYS INC - 0.000% - 06/15 | $25,995 | $25,719 |
| CITIGROUP IN - 6.625% - 01/15/ | $12,408 | $12,523 |
| CITIGROUP INC SR NT - 4.500% - | $10,412 | $10,474 |
| CME GROUP INC - 3.000% - 03/15 | $15,196 | $15,520 |
| CME GROUP INC - 3.000% - 09/15 | $15,062 | $15,425 |
| COMCAST CORP - 9.455% - 11/15/ | $22,571 | $18,117 |
| COMM MTG A4 - 3.147% - 08/15/2 | $20,490 | $20,490 |
| CONOCOPHILLIPS - 4.300% - 11/1 | $5,425 | $5,850 |
| CONS EDISON CO N Y INC - 5.500 | $5,846 | $6,477 |
| CVS CAREMARK CORP - 3.500% - 0 | $15,600 | $15,483 |
| DEERE & CO DEB - 8.100% - 05/1 | $13,311 | $14,640 |
| DEERE CO - 3.450% - 03/13/2025 | $5,027 | $5,308 |
| DOVER - 6.650% - 06/01/2028 | $11,846 | $12,702 |
| DOW DUPONT - 4.493% - 11/15/20 | $10,182 | $11,014 |
| DUKE POWER CO LLC - 6.450% - 1 | $12,707 | $13,641 |
| ELI LILLY AND CO - 7.125% - 06 | $12,235 | $12,386 |
| ENTERPRISE PRODUCTS - 5.100% - | $4,354 | $5,985 |
| EQUITABLE COS - 7.000% - 04/01 | $11,698 | $12,136 |
| ERP OPERATING LP BOND - 3.000% | $5,194 | $5,157 |
| FEDEX CORP - 3.200% - 02/01/20 | $15,490 | $15,544 |
| GE CAP CORP - 5.500% - 01/08/2 | $5,530 | $5,002 |
| GENERAL ELECTRIC CO - 6.875% - | $6,718 | $6,664 |
| GENERAL MLS INC - 4.000% - 04/ | $15,639 | $16,229 |
| GOLDMAN SACHS GROUP INC - 2.35 | $4,949 | $5,017 |
| GOLDMAN SACHS GROUP INC - 4.00 | $26,517 | $26,546 |
| GOLDMAN SACHS GROUP INC NOTE - | $5,364 | $5,368 |
| GOLDMAN SACHS GRP INC - 6.000% | $5,077 | $5,087 |
| GS MTG - 2.773% - 11/13/2045 | $14,804 | $15,008 |
| HALLIBURTON COMPANY - 6.700% - | $4,997 | $6,595 |
| HOME DEPOT INC SR NT - 4.400% | $5,678 | $5,127 |
| ILLINIOS TOOL - 3.500% - 03/01 | $10,735 | $10,584 |
| JPMORGAN CHASE & CO - 3.875% - | $5,180 | $5,348 |
| JPMORGAN CHASE & CO - 4.350% - | $5,003 | $5,186 |
| JPMORGAN CHASE & CO SR NT - 4. | $31,480 | $30,533 |
| KELLOGG CO - 4.000% - 12/15/20 | $15,910 | $15,257 |
| KEYCORP SER I - 5.100% - 03/24 | $10,786 | $10,371 |
| KIMBERLY CLARK CORP - 6.375% - | $18,435 | $18,757 |
| LINCOLN NATL CORP IND - 3.800% | $10,183 | $10,631 |
| LOCKHEED MARTIN CORP - 4.850% | $4,960 | $6,046 |
| MARKEL - 3.350% - 09/17/2029 | $10,128 | $10,203 |
| MCDONALDS CORP - 2.200% - 05/2 | $24,690 | $25,011 |
| METLIFE INC - 6.500% - 12/15/2 | $6,733 | $6,915 |
| METLIFE INC NOTE - 3.600% - 11 | $10,554 | $10,723 |
| MICROSOFT CORP - 5.200% - 06/0 | $11,396 | $13,347 |
| MORGAN STANLEY - 3.875% - 01/2 | $10,748 | $10,726 |
| MORGAN STANLEY - 3.875% - 04/2 | $15,710 | $15,952 |
| NORFOLK SOUTHERN CORP - 3.850% | $26,079 | $26,489 |
| NUTRIEN LTD NOTE CALL - 3.625% | $19,383 | $20,858 |
| OCCIDENTAL PETROLEUM - 2.700% | $24,637 | $25,189 |
| ORACLE CORP - 2.950% - 05/15/2 | $14,496 | $15,616 |
| ORACLE CORP SR GLBL NT - 2.500 | $24,621 | $25,366 |
| PARKER-HANNIFIN CORP - 6.250% | $6,327 | $6,629 |
| PEPSI BOTTLING GRP INC GTD - 7 | $13,495 | $13,499 |
| PHILLIPS 66 - 5.875% - 05/01/2 | $5,898 | $6,752 |
| PNC FUNDING CORP - 3.300% - 03 | $15,375 | $15,407 |
| PROGRESSIVE CORP - 3.750% - 08 | $20,807 | $20,601 |
| PROLOGIS LP BOND - 4.250% - 08 | $32,191 | $32,046 |
| PRUDENTIAL FINANCIAL - 4.500% | $10,378 | $10,516 |
| PUBLIC SVC ELEC GAS - 3.050% - | $19,460 | $20,748 |
| QUALCOMM INC - 2.600% - 01/30/ | $10,065 | $10,175 |
| SCHLUMBERGER - 3.650% - 12/01/ | $14,877 | $15,864 |
| SHELL INTERNATIONAL - 3.250% - | $20,106 | $21,133 |
| SPECTRA ENERGY PARTNERS LP - 5 | $5,989 | $6,220 |
| SUNTRUST BK ATL SR - 2.450% - | $24,989 | $25,254 |
| SYSCO - 3.550% - 03/15/2025 | $9,986 | $10,639 |
| TAMPA ELECTRIC - 2.600% - 09/1 | $24,266 | $25,281 |
| UNITED PARCEL SERVC - 6.200% - | $6,522 | $7,016 |
| UNITED PARCEL SERVICE - 2.500% | $9,676 | $10,184 |
| UNITED TECHNOLOGIES CORP - 5.7 | $6,511 | $6,688 |
| UNITED TECHNOLOGIES CORP - 8.7 | $6,865 | $5,386 |
| US BANCORP - 3.950% - 11/17/20 | $21,603 | $21,991 |
| VERIZON COMMUNICATIONS INC - 4 | $11,119 | $11,567 |
| VIRGINIA ELEC & PWR CO - 2.950 | $20,376 | $20,350 |
| VIRGINIA ELEC & PWR CO - 8.875 | $6,235 | $8,425 |
| VISA INC NOTE - 3.150% - 12/14 | $10,642 | $10,573 |
| WELLS FARGO &CO - 2.625% - 07/ | $14,907 | $15,224 |
| WELLS FARGO - 2.550% - 12/07/2 | $10,141 | $10,044 |
| WELLS FARGO - 3.550% - 09/29/2 | $5,157 | $5,295 |
| WELLS FARGO CO - 4.600% - 04/0 | $16,796 | $15,487 |
| WISCONSIN PWR & LT CO - 6.375% | $6,996 | $6,807 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $47,174 | $162,267 |
| ALIBABA GROUP HOLDING LTD | $70,238 | $82,083 |
| ALIGN TECHNOLOGY, INC | $21,454 | $61,668 |
| ALPHABET INC CL C | $75,616 | $129,691 |
| AMAZON COM | $22,172 | $242,067 |
| AMERN AADV INTL EQ FD INTL CL | $510,171 | $451,910 |
| AUTODESK, INC | $114,155 | $156,675 |
| BURLINGTON STORES, INC | $103,399 | $159,165 |
| DEXCOM, INC | $50,093 | $76,340 |
| DFA EMERGING MARKETS CORE EQ P | $1,293,200 | $1,386,591 |
| DFA INTERNATIONAL SMALL CO POR | $624,309 | $709,184 |
| DFA INTERNATIONAL VALUE PORTFO | $788,090 | $788,030 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,293,051 | $2,534,681 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,349,445 | $1,508,822 |
| DODGE & COX INCOME FUND | $168,015 | $166,929 |
| EDWARDS LIFESCIENCES | $59,984 | $132,509 |
| FACEBOOK INC | $29,532 | $103,241 |
| GLOBAL PAYMENTS INC | $35,010 | $39,250 |
| HOTCHKIS & WILEY HIGH YLD-I | $1,273,062 | $1,176,375 |
| ILLUMINA INC COM | $73,501 | $120,090 |
| INTUITIVE SURGICAL | $106,943 | $121,777 |
| ISHARES RUSSELL 2000 GROWTH IN | $249,739 | $678,221 |
| MARKET VECTORS ISRAEL | $264,827 | $288,029 |
| MASTERCARD INC | $46,164 | $280,077 |
| MERCADOLIBRE, INC | $52,775 | $48,615 |
| MICROSOFT CORP | $170,664 | $279,760 |
| NVIDIA CORP | $75,706 | $105,650 |
| PAYPAL HOLDINGS, INC | $64,728 | $143,109 |
| PIMCO EMERGING MARKETS FULL SP | $842,696 | $835,798 |
| PIMCO TOTAL RETURN FUND | $168,015 | $166,073 |
| S&P GLOBAL INC COM | $49,849 | $80,550 |
| SALESFORCE.COM | $48,342 | $234,039 |
| SCHWAB S P 500 INDEX FUND SELE | $2,439,999 | $3,090,040 |
| SERVICE NOW | $91,371 | $189,719 |
| SPLUNK INC | $29,182 | $95,553 |
| SQUARE INC | $55,006 | $66,188 |
| TRANSUNION COM USD0.01 | $36,703 | $69,430 |
| ULTA SALON, COSMETICS & FRAGRA | $55,018 | $84,296 |
| VANGUARD INTL GROWTH FD ADMIRA | $860,346 | $1,314,170 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $688,928 |
| VEEVA SYSTEMS INC | $57,481 | $142,770 |
| VISA INC | $32,429 | $267,758 |
| WORKDAY INC | $36,752 | $79,265 |
| ZENDESK INC | $34,641 | $29,732 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,018,503 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,052,550 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $72,477 | $72,477 | |
| Bank Charges | $18 | $18 | |
| Computers/Electronic Devices | $1,628 | $1,628 | |
| Equipment Maintenance | $654 | $654 | |
| Equipment/Furniture Purchase | $439 | $439 | |
| Foundation Dues & Memberships | $1,400 | $1,400 | |
| CREDIT CARD FEES | $230 | $230 | |
| Office Supplies | $1,190 | $1,190 | |
| Postage/Delivery Service | $31 | $31 | |
| State or Local Filing Fees | $61 | $61 | |
| Website Hosting/Support | $118 | $118 |
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 | $4,251 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,251 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $55,000 | $55,000 | |
| Investment Management Services | $111,528 | $111,528 | |
| Philanthropic Consulting Srvcs | $36,000 | $36,000 | |
| GRAPHIC DESIGN SRVCS | $300 | $300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $9,300 |
| 990-PF Extension for 2018 | $8,550 |