SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349101888
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:54:39-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,559,311 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $913,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $913,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $559,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,980,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $559,314 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,862 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,862 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,478,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,478,457 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $231,795 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $119,950 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $111,845 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $22,968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $143 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,089 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,089 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $68,214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $335,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $192,148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,007,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,007,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,342,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,199,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,358,364 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $364,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $573,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $573,789 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,450,445 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,077,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,685,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $300,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $299,561 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $23,814,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,951,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,559,311 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,814,911 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,951,141 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,814,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,951,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,814,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,951,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,814,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,230 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,951,141 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,951,141 | 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 | $2,980,144 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,420,830 | CostOrOtherBasisAmt |
| Gain Or Loss | $559,314 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $559,314 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $559,314 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,881 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,881 | SubtotalAmt |
| Tax Based On Investment Income | $18,881 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19 | OverpaymentAmt |
| Applied To ES Tax | $19 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Karen Berman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $2,500 | $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 | $2,500 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TEAM HEWINS LLC | |||||
| 203 REDWOOD SHORES PARKWAY STE 550 | REDWOOD CITY | CA | 940656101 | Investment MGMT | $119,950 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $67,000 |
| Enid Mercado | |||||
| 4217 Westminster Road | Sebring | FL | 33875 | ADMINISTRATIVE | $55,800 |
| Bussel Philanthropy Associates LLC | |||||
| 1000 Venetian Way 802 | Miami Beach | FL | 33139 | Philanthropic | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,524,514 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $489,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,013,800 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,013,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $495,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,518,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,625,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,625,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,881 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,881 | TotalTaxAmt |
| Distributable Before Adj | $1,607,049 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,607,049 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,607,049 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,199,298 | 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 | $1,199,298 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,607,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $186,037 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,199,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $186,037 | AppliedToYear1Amt |
| Applied To Current Year | $1,013,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $593,788 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| 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 (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amer Frds of the Heb U | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | Scholarships | $6,000 |
| Amer Jwh Com | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $22,250 |
| A E Kelly Ed Fdn | |||||||
| 1809 FAISON RD | DURHAM | NC | 27705 | N/A | PC | Scholarships | $3,600 |
| Arts Bal tht of FL Inc | |||||||
| 15939 BISCAYNE BLVD | AVENTURA | FL | 33160 | N/A | PC | Educational outreach program | $2,500 |
| Barry U | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | IIS | $15,000 |
| Barry U | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Opportunity Scholarship Fund | $20,000 |
| Benning Acad Mus Fdn | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | General & Unrestricted | $5,000 |
| Branches LLC | |||||||
| 11500 NW 12TH AVE | MIAMI | FL | 33168 | N/A | PC | ID Program | $50,000 |
| Brigid All Inc | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $20,000 |
| Brd Bay Har K-1 Ctr PTA | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Teacher of the Year award for 2024-25 Other | $1,000 |
| Brd Bay Har K-1 Ctr PTA | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | SBF Partnership Review Committee | $3,750 |
| Car Ab Fd | |||||||
| 5540 CENTERVIEW DR STE 204 | RALEIGH | NC | 27606 | N/A | PC | General & Unrestricted | $2,500 |
| Cen for the Adv of Jwh Ed Inc | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $5,000 |
| Champ for Child Fdn of Hghlds Cty Inc | |||||||
| PO BOX 7125 | SEBRING | FL | 33872 | N/A | PC | Our Children Our Future and Gustat Music Fund Other | $2,000 |
| Child Ber Ctr Inc | |||||||
| 6619 S DIXIE HWY 302 | MIAMI | FL | 33143 | N/A | PC | Shiva Project | $10,000 |
| DKT Int Inc | |||||||
| 1001 CONNECTICUT AVE NW STE 800 | WASHINGTON | DC | 20036 | N/A | PC | Women on Waves | $25,000 |
| Don Adv Char Giv | |||||||
| PO BOX 2430 | OMAHA | NE | 68103 | N/A | PC | Funding Daniel J. Bussel & Raquelle de la Rocha Donor Advised Fund Schwab Acct No. 4235-4523 Other | $35,000 |
| DUKE U | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | RKB Biomedical Research Foundation ABB grant | $25,000 |
| DUKE U | |||||||
| 1415 FARBER ST | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $5,000 |
| DUKE U | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | TC Annual Fund | $20,000 |
| Drhm Acad Inc | |||||||
| 3130 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $1,800 |
| Dur-Chp Hill Jwh Fed | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Film Festival | $2,500 |
| Dur-Chp Hill Jwh Fed | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Shabbat Fund | $1,000 |
| Dur-Chp Hill Jwh Fed | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | LS Annual Fund | $1,000 |
| Dur-Chp Hill Jwh Fed | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Book Fair | $1,000 |
| Elev Acc Inc | |||||||
| PO BOX 6806 | CHAMPAIGN | IL | 61826 | N/A | PC | General & Unrestricted | $20,000 |
| Exch for Chg | |||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | N/A | PC | Anniversary Event | $10,000 |
| Fisher Hs Fdn Inc | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,500 |
| Fdn for Ind Rts and Exp Inc | |||||||
| 510 WALNUT ST STE 900 | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $10,000 |
| Frds of WLRN Inc | |||||||
| PO BOX 19731 | MIAMI | FL | 33101 | N/A | PC | Impact Fund | $25,000 |
| Fulford Elem Sch PTA | |||||||
| 16140 NE 18TH AVE | N MIAMI BEACH | FL | 33162 | N/A | PC | Teacher of the Year and Rookie of the Year Awards 2023 & 2024 Other | $3,750 |
| GABLESTAGE INC | |||||||
| 1200 ANASTASIA AVE STE 230 | CORAL GABLES | FL | 33134 | N/A | PC | Youth Education programs | $10,000 |
| Grt Tren Jwh Cem Prj Inc | |||||||
| 100 AMERICAN METRO BLVD | HALILTON | NJ | 08619 | N/A | PC | General & Unrestricted | $3,600 |
| H3 Hlth Hope Heal Inc | |||||||
| 1935 CALAIS DR APT 205 | MIAMI BEACH | FL | 33141 | N/A | PC | General & Unrestricted | $1,000 |
| Hait-Am Fdn Dem Inc | |||||||
| 720 NE 69TH ST APT 25N | MIAMI | FL | 33138 | N/A | PC | General & Unrestricted | $2,500 |
| Henry E Huntington Lib & Art Gly | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | 2024 Huntington Fellows Program Other | $3,000 |
| Henry E Huntington Lib & Art Gly | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | General & Unrestricted | $4,000 |
| Henry E Huntington Lib & Art Gly | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | 2025 Fellows Program Other | $3,000 |
| Hillel the Fdn for Jwh Camp Life | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | UCLA fellowships | $15,000 |
| Hillel the Fdn for Jwh Camp Life | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | UCLA fellowships | $25,000 |
| Hist Assn So FL Inc | |||||||
| 101 WEST FLAGLER ST | MIAMI | FL | 33130 | N/A | PC | General & Unrestricted | $1,500 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 1 | CAMBRIDGE | MA | 02141 | N/A | PC | Sandra Day O'Connor Educator Award Other | $30,000 |
| JAFCO Child Fdn Inc | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | PC | MARGE FLANZ ALUMNI CIRCLE ENDOWMENT FUND OTHER | $5,000 |
| Jwh Com Svcs So FL lnc | |||||||
| 12000 BISCAYNE BLVD STE 303 | NORTH MIAMI | FL | 33181 | N/A | PC | General & Unrestricted | $3,600 |
| Jwh Com Svcs So FL lnc | |||||||
| 12000 BISCAYNE BLVD STE 303 | NORTH MIAMI | FL | 33181 | N/A | PC | Case Management | $50,000 |
| Jwh Ed Loan Fd Inc | |||||||
| 6065 ROSWELL RD STE 740 | SANDY SPRINGS | GA | 30328 | N/A | PC | General & Unrestricted | $3,000 |
| Jwh Wmn Arch Inc | |||||||
| ONE HARVARD ST | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $2,500 |
| Leo Baeck Ed Ctr Fdn | |||||||
| 5603 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | PC | Educational Programs | $2,500 |
| Leo Baeck Ed Ctr Fdn | |||||||
| 5603 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | PC | Emergency response | $10,000 |
| LINK GLO | |||||||
| 115 PINE AVE STE 210 | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $500 |
| Loomis Inst | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Scholarship Support | $50,000 |
| Loomis Inst | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2024-25 Annual Fund Other | $22,000 |
| LA Lawyers Phil | |||||||
| 287 S ROBERTSON BLVD 499 | BEVERLY HILLS | CA | 90211 | N/A | PC | General & Unrestricted | $5,000 |
| LA Phil Assoc | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $1,000 |
| Mem Ctr Repro | |||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | unrestricted operating | $15,000 |
| Mia Cty Ballet Inc | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | School-based Educational programs | $5,000 |
| Mia Dade Col Fdn Inc | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | Book Fair | $15,000 |
| Mia Dade Col Fdn Inc | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | MOAD | $20,000 |
| Mia Lt Prj Inc | |||||||
| 61 NE 102ND ST | MIAMI SHORES | FL | 33138 | N/A | PC | Anniversary Event | $5,000 |
| MW Acc Prj | |||||||
| PO BOX 310 | BERWYN | IL | 60402 | N/A | PC | training program | $10,000 |
| Mus Cont Art Inc | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $20,000 |
| Nat Ctr Fam Phil Inc | |||||||
| 1667 K ST NW STE 550 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,500 |
| Nat Ccl Jwh Wom Inc | |||||||
| 2055 L ST NW STE 650 | WASHINGTON | DC | 20036 | N/A | PC | RABBI FUND | $2,500 |
| New Isr Fd | |||||||
| 6 E 39TH ST STE 301 | NEW YORK | NY | 10016 | N/A | PC | OUTREACH | $12,900 |
| New Wld Sym Inc | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | MUSIC LAB | $3,500 |
| NC Mus Art Fdn Inc | |||||||
| 4630 MAIL SERVICE CTR | RALEIGH | NC | 27699 | N/A | PC | Judaica Collection Other | $1,500 |
| NC Pub Rad - WUNC | |||||||
| 120 FRIDAY CENTER DR | CHAPEL HILL | NC | 27517 | N/A | PC | General & Unrestricted | $500 |
| Oakwood Sch | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | General & Unrestricted | $1,000 |
| Pelican Hbr Seabird Sta Inc | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | School-based Education | $5,000 |
| Pro Pub Inc | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,500 |
| Rnsm Evgld Sch Inc | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $15,000 |
| REED INST | |||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 97202 | N/A | PC | General & Unrestricted | $1,000 |
| Ref Asst Ally Inc | |||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | Professional Development | $2,000 |
| Ref Asst Ally Inc | |||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $25,000 |
| Ruth K Br Bay Hbr K-8 Ctr | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | ABB Teaching Awards | $12,400 |
| Ruth K Br Bay Hbr K-8 Ctr | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Tutoring Program Other | $20,000 |
| Sch Yr Abroad Inc | |||||||
| 120 WATER ST STE 310 | NORTH ANDOVER | MA | 01845 | N/A | PC | General & Unrestricted | $2,500 |
| So FL PBS Inc | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | N/A | PC | General & Unrestricted | $2,500 |
| SW Org Prj | |||||||
| 211 10TH ST SW | ALBUQUERQUE | NM | 87102 | N/A | PC | Mariposa Fund | $5,000 |
| SYE INIT Inc | |||||||
| 5 TUDOR CITY PL APT 1405 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 |
| Syr U | |||||||
| 640 SKYTOP RD FL 2 | SYRACUSE | NY | 13244 | N/A | PC | RKB Scholarship Fund | $3,000 |
| Tmpl Isr H-wood | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $10,000 |
| Deborah Prj Inc | |||||||
| PO BOX 212 | MERION STATION | PA | 19066 | N/A | PC | General & Unrestricted | $3,500 |
| The Fountainhead Res Inc | |||||||
| 5600 N BAYSHORE DR | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $15,000 |
| Rsn Fdn | |||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 90230 | N/A | PC | General & Unrestricted | $2,500 |
| The UCLA Fdn | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | SB Scholarship Fund | $20,000 |
| Twn Bay Hbr Isl | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Town Picnic Other | $12,500 |
| TREEPEOPLE INC | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $2,500 |
| Trsts of Tufts Col | |||||||
| PO BOX 3306 | BOSTON | MA | 02241 | N/A | PC | Gesher Program | $5,000 |
| Utd Jwh App Fed Jwh Phil NY Inc | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | Charitable Event | $3,000 |
| U of Chi | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,000 |
| U Mia | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | Sea Secrets Lecture series | $7,500 |
| UNC - Chapel Hill | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | hillel | $1,000 |
| We Ct Inc | |||||||
| PO BOX 344116 | FLORIDA CITY | FL | 33034 | N/A | PC | Sembrando Justicia | $30,000 |
| Wikimedia Fdn Inc | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| Wmns Emer Net Inc | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | General & Unrestricted | $5,000 |
| Wmns Fd Mia-Dade Inc | |||||||
| 3109 GRAND AVE 176 | MIAMI | FL | 33133 | N/A | PC | Grantmaking Fund | $10,000 |
| Wmns Repro Rgts Asst Prj | |||||||
| 1902A LINCOLN BLVD 1338 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $15,000 |
| YALE U | |||||||
| PO BOX 1890 | NEW HAVEN | CT | 06508 | N/A | PC | Reunion Fund | $5,000 |
| YALE U | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | SOM Alumni Fund | $4,500 |
| Yng Ptrnss Opera Inc | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | In School performances | $4,000 |
| Zoo MIA Fdn Inc | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | Community Education Program Collaboration | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,007,150 | 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 | $3,788 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $913,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $559,314 | 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 | $1,862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,478,457 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,478,457 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Bussel | PersonNm |
| Short Explanation | DEBORAH BUSSEL, PRESIDENT AND DIRECTOR OF THE SHEPARD BROAD FOUNDATION, INC. (THE "FOUNDATION"), IS A PRINCIPAL AT THE PHILANTHROPIC CONSULTING FIRM OF BUSSEL PHILANTHROPY ASSOCIATES LLC, A DISQUALIFIED PERSON WHICH PROVIDES PHILANTHROPIC CONSULTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $55,000 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL 12TH JUBILEE DLR 5.040% | $100,000 | $100,048 |
| ISRAEL 12TH JUBILEE DLR 5.160% | $100,000 | $100,053 |
| ISRAEL 12TH JUBILEE DLR 5.400% | $100,000 | $99,460 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $25,453 | $105,834 |
| ADVANCED MICRO DEVICES INC | $64,350 | $78,997 |
| AMAZON COM | $74,397 | $400,167 |
| AMERICAN FUNDS EMERGING MARKET | $802,015 | $759,577 |
| APPLE INC | $106,846 | $199,084 |
| ARISTA NETWORKS | $59,323 | $69,413 |
| ASML HOLDING NV NY REG SHS | $71,323 | $72,080 |
| AVANTIS US SMALL CAP VALUE ETF | $2,175,397 | $2,843,484 |
| CADENCE DESIGN SYSTEMS INC | $54,273 | $72,411 |
| CHIPOTLE MEX GRILL | $65,354 | $150,871 |
| CROWDSTRIKE HOLDINGS, INC | $80,278 | $86,224 |
| DEXCOM, INC | $45,642 | $69,293 |
| DFA EMERGING MARKETS CORE EQ P | $1,463,215 | $1,761,471 |
| DFA INTERNATIONAL SMALL CO POR | $924,309 | $997,627 |
| DFA INTERNATIONAL VALUE PORTFO | $1,488,120 | $2,219,634 |
| DFA U.S. LARGE CAP VALUE PORTF | $2,215,655 | $4,547,205 |
| DODGE & COX INCOME FUND | $3,726,663 | $3,242,131 |
| E.L.F. BEAUTY, INC. | $75,206 | $50,848 |
| INSULET CORPORATION | $64,177 | $62,918 |
| INTUIT | $53,070 | $81,705 |
| INTUITIVE SURGICAL | $60,854 | $180,598 |
| ISHARES RUSSELL 2000 GROWTH IN | $131,417 | $479,508 |
| MARKET VECTORS ISRAEL | $264,827 | $358,016 |
| MARVELL TECHNOLOGY, INC | $47,488 | $93,883 |
| MASTERCARD INC | $30,927 | $276,449 |
| MERCADOLIBRE, INC | $41,519 | $93,524 |
| META PLATFORMS INC | $155,000 | $199,659 |
| MICROSOFT CORP | $69,748 | $295,472 |
| NETFLIX INC | $94,211 | $157,764 |
| NVIDIA CORP | $13,548 | $371,312 |
| PALANTIR TECHNOLOGIES INC | $30,167 | $83,798 |
| PALO ALTO NETWORKS INC | $54,078 | $111,360 |
| PIMCO TOTAL RETURN FUND | $3,907,300 | $3,248,508 |
| SALESFORCE.COM | $29,307 | $192,240 |
| SCHWAB S P 500 INDEX FUND SELE | $2,007,436 | $4,646,441 |
| SERVICE NOW | $59,097 | $395,425 |
| THE BLACKSTONE GROUP INC CL A | $75,933 | $127,418 |
| THE TRADE DESK INC | $69,091 | $102,369 |
| UBER | $77,589 | $79,321 |
| VANGAURD HIGH-YIELD CORPORATE | $1,255,295 | $1,190,281 |
| VANGUARD INTL GROWTH FD ADMIRA | $620,367 | $893,633 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $970,534 |
| VEEVA SYSTEMS INC | $28,699 | $100,289 |
| VISA INC | $19,331 | $167,185 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $67,000 | $67,000 |
| Digital Subscriptions | $405 | $405 |
| CREDIT CARD FEES | $230 | $230 |
| Office Supplies | $518 | $518 |
| State or Local Filing Fees | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $1,862 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,862 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $55,800 | $55,800 | |
| Investment Management Services | $119,950 | $119,950 | |
| Philanthropic Consulting Srvcs | $55,000 | $55,000 | |
| ARCHIVAL SERVICES | $1,045 | $1,045 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $17,500 | |
| 990-PF Excise Tax for 2023 | $5,325 | |
| Foreign Tax Paid | $143 | $143 |