SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-13
- IRS object ID
- 201812569349100416
- Schema version
- 2017v2.3
- 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 | 2018-09-13T14:19:46-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 L BUSSEL | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-08-22 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520182565000016 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-09-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6B1EFC400AF5C33D9B3602785388C863E4E2E7C3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,391,762 | 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 | $1,344,671 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,744 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,744 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $430,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $430,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,167,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,374,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,260,561 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $556 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $556 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,947,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,695,776 | 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 | $175,785 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,885 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,200 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,846 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,846 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,898 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $373 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,525 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $229 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $229 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $69,882 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $284,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $176,382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,214,806 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,214,806 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,499,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,391,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,448,133 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,598,518 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $513,600 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,835,235 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,835,235 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,467 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $908,587 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,056,058 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,056,638 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,606,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,670,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,660,103 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,939,227 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,855,741 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,839,786 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,969,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,417,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,391,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,969,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,417,861 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,969,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,417,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,969,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,417,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,969,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,448,133 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,417,861 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,417,861 | 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 | $5,374,619 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,114,058 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,260,561 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,260,561 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,260,561 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,382,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,047,984 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081095 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,458,177 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,088,550 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085331 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,463,869 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,874,968 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086748 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,559,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,184,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102729 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,390,898 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,132,204 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105915 | DistributionYr5Rt |
| Total Distribution | 0.461818 | TotalDistributionRt |
| Average Distribution | 0.092364 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,707,651 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,820,277 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,985 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,846,262 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,391,188 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,970 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $51,970 | SubtotalAmt |
| Tax Based On Investment Income | $51,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,484 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,504 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $52,988 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,018 | OverpaymentAmt |
| Applied To ES Tax | $1,018 | 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 |
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 | 5.0 | $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 (2 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 | $96,885 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $67,888 |
| 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 | $19,110,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $896,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,007,768 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,007,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $300,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,707,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $985,383 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $985,383 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,970 | TotalTaxAmt |
| Distributable Before Adj | $933,413 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $933,413 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $933,413 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,391,188 | 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 | $1,391,188 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,391,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $933,413 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $742,094 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $815,091 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $634,266 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $467,495 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $542,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,201,498 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,391,188 | QualifyingDistributionsAmt |
| Applied To Current Year | $933,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $457,775 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,659,273 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $742,094 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,917,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $815,091 | ExcessFromYear4Amt |
| Excess From Year3 | $634,266 | ExcessFromYear3Amt |
| Excess From Year2 | $467,495 | ExcessFromYear2Amt |
| Excess From Year1 | $542,552 | ExcessFromYear1Amt |
| Excess From Current Year | $457,775 | 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 (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACUPUNCTURISTS WITHOUT BORDERS | |||||||
| 4605 NE FREMONT ST STE 204B | PORTLAND | OR | 97213 | N/A | PC | Sifre Center for the Puerto Rican relief initiative | $5,500 |
| AHRC NEW YORK CITY FOUNDATION INC | |||||||
| 83 MAIDEN LN | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| AMARANTHINE INC | |||||||
| 4186 PAMONA AVE | MIAMI | FL | 33133 | N/A | PC | Portraits of Inspiration film Project | $10,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S | |||||||
| 633 3RD AVE 20TH FL | NEW YORK | NY | 10017 | N/A | PC | Scholarship Fund for the Arrow Young Researchers Program | $25,000 |
| AMERICAN HEBREW ACADEMY INC | |||||||
| 4334 HOBBS RD | GREENSBORO | NC | 27410 | N/A | PC | Scholarship Fund | $25,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | AJC Access Leadership program in Miami | $10,000 |
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | |||||||
| 80 BROAD ST STE 2102 | NEW YORK | NY | 10004 | N/A | PC | ICC Early Intervention Program directed by Rivka Yahav | $10,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 3000 BISCAYNE BLVD STE 400 | MIAMI | FL | 33137 | N/A | PC | Charitable Event | $10,000 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | 2017-18 Annual Fund | $10,000 |
| BETH DAVID CONGREGATION | |||||||
| 2625 SW 3RD AVE | MIAMI | FL | 33129 | N/A | PC | Norma Gordon School Division | $500 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | |||||||
| 1 PENN PLZ | NEW YORK | NY | 10119 | N/A | PC | General & Unrestricted | $5,000 |
| CANCER COMMONS | |||||||
| 5050 EL CAMINO REAL STE 215 | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS BEREAVEMENT CENTER INC | |||||||
| 7600 S RED RD STE 307 | SOUTH MIAMI | FL | 33143 | N/A | PC | General & Unrestricted | $5,000 |
| CORAL GABLES MUSEUM CORPORATION | |||||||
| 285 ARAGON AVE | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $150 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Dr. Nina T. Sherwood discretionary fund | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Trinity College Annual Fund | $10,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | for the establishment of the Morris N. Broad Professorship in Neuroscience | $250,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Ruth K. Broad Biomedical Research Foundation for Alzheimer's Research | $770 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Ruth K. Broad Biomedical Research Foundation's lecture seminar on neurobiology and disease | $20,000 |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | N/A | PC | Charitable Event | $5,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | General & Unrestricted | $5,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | |||||||
| 2010 LEVY AVE BLDG B STE 300 | TALLAHASSEE | FL | 32310 | N/A | PC | Shepard Broad Foundation Scholarship Fund for International Studies - for the School of Social Sciences & Public Policy to provide Foreign Study Scholarships to two outstanding students enrolled at Florida State University for the 2017 School Year | $2,000 |
| 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 | Educational Program with Miami-Dade County Public Schools including the Ruth K. Broad K-8 center for the 2017/2018 school year | $3,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Annual Campaign and Venezuela Emergency Fund | $25,900 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | 2017 Annual Campaign | $50,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Hillel at Florida International University | $10,000 |
| HEALTH INFORMATION PROJECT INC | |||||||
| 4601 PONCE DE LEON BLVD STE 300 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $10,000 |
| HEARING RESEARCH INSTITUTE INC | |||||||
| 7000 SW 62ND AVE STE 210 | SOUTH MIAMI | FL | 33143 | N/A | PC | For the hearing screening innovation in Miami Dade County Public Schools, including RKBBH K-8 Center | $5,000 |
| HEARING RESEARCH INSTITUTE INC | |||||||
| 7000 SW 62ND AVE STE 210 | SOUTH MIAMI | FL | 33143 | N/A | PC | Hearing Screenings at Ruth K. Broad Bay Harbor School for 2017 | $5,000 |
| HEARING RESEARCH INSTITUTE INC | |||||||
| 7000 SW 62ND AVE STE 210 | SOUTH MIAMI | FL | 33143 | N/A | PC | Hearing Screenings at Ruth K. Broad Bay Harbor School for 2018 | $5,000 |
| HEARING RESEARCH INSTITUTE INC | |||||||
| 7000 SW 62ND AVE STE 210 | SOUTH MIAMI | FL | 33143 | N/A | PC | For the purchase of Hearing Research Institute machinery | $2,500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 2020 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | N/A | PC | Innovative Projects for Hillel for the 21st Century | $10,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | Rabbi Seidler Feller's directionary fund | $5,000 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $1,500 |
| JEWISH LEADERSHIP INSTITUTE INC | |||||||
| 925 ARTHUR GODFREY RD STE 101 | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $236 |
| JEWISH LEADERSHIP INSTITUTE INC | |||||||
| 925 ARTHUR GODFREY RD STE 101 | MIAMI BEACH | FL | 33140 | N/A | PC | Scholarship Fund | $5,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION - SOUTH FLOR | |||||||
| 3411 NW 9TH ST STE 701 | FORT LAUDERDALE | FL | 33309 | N/A | PC | General & Unrestricted | $2,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION - SOUTH FLOR | |||||||
| 3411 NW 9TH ST STE 701 | FORT LAUDERDALE | FL | 33309 | N/A | PC | Fund A Cure Initiative | $1,500 |
| KIDS DREAMS INC | |||||||
| 1760 N JOG RD STE 150 | WEST PALM BCH | FL | 33411 | N/A | PC | Alan Lebow Awards for Excellence in Shakespeare Performance Program | $500 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Endowment Fund and the lecture series fund | $30,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2017-18 Annual Fund | $12,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Student Travel and Study Abroad Fund | $5,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Student Travel and Study Abroad Program | $70,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | General & Unrestricted | $5,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | In support of the Miami City Ballet's education programming in particular, its accommodation of 70 children from Ruth K. Broad Bay Harbor K-8 Center at the December 21, 2017 performance of the Nutcracker | $1,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | Charitable Event | $5,000 |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIR | |||||||
| 601 SW 8TH AVE | MIAMI | FL | 33130 | N/A | PC | This grant is for visual screenings at Ruth K. Broad Bay Harbor K-8 Center For the 2017/2018 school year for grades 2, 4, and 5 | $6,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION INC | |||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $2,300 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW STE 619 | WASHINGTON | DC | 20037 | N/A | PC | New Israel Fund and SHATIL's program La Resistance: Teaching Professionals to use Design for Social Change Program | $40,000 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | Educational music program at RKBBH K-8 Center and the public schools program for the 2017 school year | $5,000 |
| NEW YORK LAW SCHOOL | |||||||
| 185 W BROADWAY | NEW YORK | NY | 10013 | N/A | PC | creation of the "Center for Clinical and Experiential Learning" | $100,000 |
| NORTH BROWARD HOSPITAL DISTRICT CHARITABLE FOUNDAT | |||||||
| 1201 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | N/A | SO I | renovations at Broward Health Children's Hospital | $10,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| ONE PARK AVE 17TH FL | NEW YORK | NY | 10016 | N/A | PC | Community-based Navigation Initiative of the Beatrice W. Welters Breast Cancer Program | $25,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | General & Unrestricted | $9,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | Upper School Science Program | $10,000 |
| PELICAN HARBOR SEABIRD STATION INC | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | Bachelor Matching Gift Fund | $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 | Annual Summer Tutorial Program | $11,200 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Bio-engineering Project | $4,800 |
| PUBLIC COUNSEL | |||||||
| 610 S ARDMORE AVE | LOS ANGELES | CA | 90005 | N/A | PC | General & Unrestricted | $5,000 |
| PUERTO RICO COMMUNITY FOUNDATION INC | |||||||
| PO BOX 70362 | SAN JUAN | PR | 00936 | N/A | PC | Puerto Rico Community Recovery Fund (Hurricane Marria Relief) | $3,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $15,000 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | 2017 School Tutoring Program at RKBBH K-8 Center | $20,000 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | 2017/2018 School Tutoring Program at RKBBH K-8 Cen | $20,000 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | Annual 2017 grant for the Granville High School Field Trip Program | $500 |
| SOUTH FLORIDA PBS INC | |||||||
| 14901 NE 20TH AVE | NORTH MIAMI | FL | 33181 | N/A | PC | Your South Florida Program | $10,000 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | scholarship needs Fund | $3,000 |
| STANFORD LAW SCHOOL | |||||||
| 559 NATHAN ABBOTT WAY | STANFORD | CA | 94305 | N/A | PC | General & Unrestricted | $10,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE STE 100 | SYRACUSE | NY | 13244 | N/A | PC | For the Ruth Kugel Broad Endowed Scholarship Fund for the 2017/2018 school year | $10,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | Endowment Fund to creative Jewish programming in the innovative Educational Arts program at Temple Beth Sholom | $25,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $6,500 |
| 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 Clinic program | $30,000 |
| THE ARIZONA STATE CAPITOL MUSEUM GUILD | |||||||
| 1700 W WASHINGTON ST | PHOENIX | AZ | 85007 | N/A | PC | Sandra Day O'Connor Footstool Display Case Project | $400 |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | The Diane W. Camber Exhibition Fund | $15,650 |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | The Fountainhead Fund | $2,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA CNES Scholar at Risk Fund | $2,500 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Annual Picnic Program | $20,000 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | new Shepard Broad Causeway signage Project | $30,000 |
| TRIANGLE COMMUNITY FOUNDATION | |||||||
| 324 BLACKWELL ST STE 1220 | DURHAM | NC | 27701 | N/A | PC | The Tomorrow Fund | $1,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $2,500 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | Dean's Parent & Family Council Fund | $15,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1500 NW 12TH AVE STE 1020E | MIAMI | FL | 33136 | N/A | PC | Spine Institute Division | $10,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1500 NW 12TH AVE STE 1020E | MIAMI | FL | 33136 | N/A | PC | Michael S. Gordon Center for Research and Medical Education Program | $500 |
| UNIVERSITY OF MIAMI | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | 20-year tradition of the Sea Secrets Lecture Series Program | $5,000 |
| 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 Program | $10,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA - NORRIS COMPREH | |||||||
| 1441 EASTLAKE AVE STE 8302 | LOS ANGELES | CA | 90089 | N/A | PC | General & Unrestricted | $500 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | School of Management Division | $3,600 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Annual Fund | $1,800 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | Charitable Event | $5,000 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | Broadening Horizons Program at RKBBH School K-8 (180 fourth graders & 140 seventh graders) for the 2017/2018 school year | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,214,806 | 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 | $3,744 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $430,915 | 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 | $2,167,893 | 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 | 14 | ExclusionCd |
| Exclusion | $556 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,603,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,603,108 | 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 | 801 Brickell Avenue 2350 | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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, 2017, 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 (106 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10TH JUBILEE FIX 2Y BOND - 1.8 | $149,999 | $149,999 |
| 7TH JUBILEE FIX 10Y - 3.700% - | $149,999 | $149,999 |
| 9TH JUBILEE FIX 5Y - 2.560% - | $99,999 | $99,999 |
| ACE INA HLDG INC DEB - 8.875% | $6,610 | $7,140 |
| AFLAC INC - 3.625% - 11/15/202 | $16,276 | $15,690 |
| AFLAC INC SR NT - 2.400% - 03/ | $10,045 | $10,004 |
| ALTRIA GROUP INC - 9.250% - 08 | $6,383 | $5,544 |
| ALTRIA GROUP INC GTD NT - 4.75 | $11,049 | $10,724 |
| AMERICAN EXPRESS CREDIT MTN - | $15,102 | $14,950 |
| AMGEN INC - 4.100% - 06/15/202 | $16,052 | $15,680 |
| ANHEUSER BUSCH - 6.800% - 08/2 | $13,364 | $13,099 |
| APACHE CORP - 5.100% - 09/01/2 | $4,998 | $5,408 |
| APPLE - 3.850% - 05/04/2043 | $5,060 | $5,203 |
| ARCHER DANIELS - 7.500% - 03/1 | $12,608 | $12,756 |
| AT&T - 4.250% - 03/01/2027 | $10,251 | $10,194 |
| BANK AMER CORP FR - 3.300% - 0 | $10,293 | $10,232 |
| BANK AMER FDG CORP SR NT - 7.6 | $34,282 | $32,211 |
| BANK OF NEW YORK MELLON - 5.45 | $10,002 | $10,418 |
| BANK OF NOVA SCOTIA SR GLBL NT | $30,042 | $29,927 |
| BECTON DCKNSN - 7.000% - 08/01 | $11,959 | $12,354 |
| BERKSHIRE HATHAWAY - 3.000% - | $9,952 | $10,183 |
| BERKSHIRE HATHAWAY FIN CORP - | $16,839 | $15,832 |
| BERKSHIRE HATHAWAY FIN CORP - | $21,501 | $20,250 |
| BESTFOODS MTS - 6.625% - 04/15 | $11,562 | $12,854 |
| BLACKROCK INC - 5.000% - 12/10 | $10,639 | $10,516 |
| BOEING CO - 7.250% - 06/15/202 | $12,597 | $12,677 |
| BOSTON PROPERTIES LP - 3.650% | $10,072 | $10,144 |
| BURLINGTON NORTHN SANTA - 6.15 | $4,810 | $6,702 |
| CAMPBELL SOUP - 8.875% - 05/01 | $12,851 | $11,828 |
| CAPITAL ONE FINL CORP - 4.750% | $32,367 | $32,005 |
| CATERPILLAR - 6.625% - 07/15/2 | $11,712 | $12,568 |
| CHUBB - 6.600% - 08/15/2018 | $16,698 | $15,372 |
| CHUBB CORP DEB - 6.800% - 11/1 | $6,753 | $6,570 |
| CINTAS CORP NO - 4.300% - 06/0 | $15,955 | $15,779 |
| CISCO SYS INC - 0.000% - 06/15 | $25,995 | $25,476 |
| CITIGROUP IN - 6.625% - 01/15/ | $12,408 | $12,306 |
| CME GROUP INC - 3.000% - 09/15 | $15,062 | $15,262 |
| COLGATE-PALMOLIVE COBOND - 0.9 | $25,048 | $24,927 |
| COMCAST CORP - 9.455% - 11/15/ | $22,571 | $19,599 |
| COMCAST CORP NOTES - 5.150% - | $16,818 | $15,926 |
| COMM MTG A4 - 3.147% - 08/15/2 | $20,490 | $20,303 |
| CONOCOPHILLIPS - 4.300% - 11/1 | $5,425 | $5,451 |
| CONS EDISON CO N Y INC - 5.500 | $5,846 | $6,357 |
| CVS CAREMARK CORP - 3.500% - 0 | $15,600 | $15,224 |
| DEERE & CO DEB - 8.100% - 05/1 | $13,311 | $14,366 |
| DOVER - 6.650% - 06/01/2028 | $11,846 | $12,724 |
| DU PONT E I DE NEMOURS - 6.000 | $21,277 | $20,424 |
| DUKE POWER CO LLC - 6.450% - 1 | $12,707 | $13,293 |
| EATON CORP - 5.600% - 05/15/20 | $14,897 | $15,195 |
| EMERSON ELEC CO - 4.875% - 10/ | $27,950 | $26,166 |
| ENTERPRISE PRODUCTS - 5.100% - | $4,354 | $5,677 |
| EQUITABLE COS - 7.000% - 04/01 | $11,698 | $12,535 |
| FIFTH THIRD BANCORP - 2.300% - | $15,053 | $15,004 |
| FRANKLIN RES INC - 4.625% - 05 | $5,493 | $5,251 |
| GE CAP CORP - 5.500% - 01/08/2 | $5,530 | $5,309 |
| GENERAL ELECTRIC CO - 6.875% - | $6,718 | $7,205 |
| GOLDMAN SACHS GROUP INC - 2.35 | $4,949 | $4,925 |
| GOLDMAN SACHS GROUP NTS - 7.50 | $30,653 | $26,429 |
| GOLDMAN SACHS GRP INC - 6.000% | $5,077 | $5,406 |
| GS MTG - 2.773% - 11/13/2045 | $14,955 | $15,003 |
| HALLIBURTON COMPANY - 6.700% - | $4,997 | $6,672 |
| HOME DEPOT INC SR NT - 4.400% | $5,678 | $5,298 |
| ILLINIOS TOOL - 3.500% - 03/01 | $10,735 | $10,454 |
| INTERNATIONAL BUSINESS MACHS - | $26,502 | $22,256 |
| ISRAELI JUBILEE 8TH 5YR - 2.80 | $99,999 | $99,999 |
| JPMORGAN CHASE & CO - 4.350% - | $5,003 | $5,294 |
| JPMORGAN CHASE & CO SR NT - 4. | $31,480 | $31,456 |
| KELLOGG CO - 4.000% - 12/15/20 | $15,910 | $15,662 |
| KEYCORP SER I - 5.100% - 03/24 | $10,786 | $10,780 |
| LINCOLN NATIONAL CORP - 8.750% | $24,530 | $21,797 |
| LOCKHEED MARTIN CORP - 4.850% | $4,960 | $5,693 |
| MARKEL CORP SR NT - 5.350% - 0 | $21,193 | $21,557 |
| MCDONALDS CORP - 2.200% - 05/2 | $24,690 | $24,942 |
| METLIFE INC - 6.500% - 12/15/2 | $6,733 | $6,533 |
| METLIFE INC - 7.717% - 02/15/2 | $11,367 | $10,625 |
| MICROSOFT CORP - 5.200% - 06/0 | $11,396 | $12,609 |
| MORGAN STANLEY - 3.875% - 04/2 | $15,710 | $15,650 |
| MORGAN STANLEY - 5.625% - 09/2 | $5,719 | $5,271 |
| MORGAN STANLEY - 6.625% - 04/0 | $5,457 | $5,054 |
| ORACLE CORP SR GLBL NT - 2.500 | $24,621 | $25,040 |
| PARKER-HANNIFIN CORP - 6.250% | $6,327 | $6,604 |
| PEPSI BOTTLING GRP INC GTD - 7 | $13,495 | $13,493 |
| PHILLIPS 66 - 5.875% - 05/01/2 | $5,898 | $6,373 |
| PNC FUNDING CORP - 3.300% - 03 | $15,375 | $15,401 |
| PROCTER & GAMBLE CO DEB - 8.00 | $14,886 | $12,981 |
| PROGRESSIVE CORP - 3.750% - 08 | $20,807 | $20,762 |
| PROLOGIS LP BOND - 4.250% - 08 | $32,191 | $32,190 |
| QUALCOMM INC - 2.600% - 01/30/ | $10,065 | $9,754 |
| SHELL INTERNATIONAL - 3.250% - | $20,106 | $20,548 |
| SPECTRA ENERGY PARTNERS LP - 5 | $5,989 | $6,121 |
| SUNTRUST BK ATL SR - 2.450% - | $24,989 | $24,677 |
| SYSCO - 5.375% - 03/17/2019 | $17,212 | $15,533 |
| THERMO FISHER SCIENTIFIC INC - | $10,111 | $10,278 |
| TIME WARNER CO - 6.625% - 05/1 | $5,675 | $6,291 |
| TWENTY FIRST CENT - 8.500% - 0 | $4,798 | $6,554 |
| UNION PACIFIC CORP - 7.875% - | $12,151 | $10,539 |
| UNITED PARCEL SERVC - 6.200% - | $6,522 | $6,824 |
| UNITED TECHNOLOGIES CORP - 5.7 | $6,511 | $6,363 |
| UNITED TECHNOLOGIES CORP - 8.7 | $6,865 | $5,908 |
| UNITED TECHNOLOGIES CORP - 9.0 | $6,789 | $5,589 |
| VERIZON COMMUNICATIONS INC - 4 | $4,627 | $5,212 |
| VIRGINIA ELEC & PWR CO - 8.875 | $6,235 | $8,608 |
| WAL MART STORES INC - 6.500% - | $6,306 | $7,239 |
| WELLS FARGO - 2.550% - 12/07/2 | $10,141 | $10,037 |
| WELLS FARGO CO - 4.600% - 04/0 | $16,796 | $15,945 |
| WISCONSIN PWR & LT CO - 6.375% | $6,996 | $6,766 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $68,279 | $128,801 |
| ALEXION PHARMACEUTICALS, INC | $49,192 | $44,966 |
| ALIBABA GROUP HOLDING LTD | $115,251 | $110,010 |
| ALIGN TECHNOLOGY, INC | $21,454 | $49,104 |
| ALPHABET INC CL C | $113,718 | $169,517 |
| AMAZON COM | $23,172 | $168,404 |
| AMERN AADV INTL EQ FD INTL CL | $510,171 | $511,153 |
| AUTODESK, INC | $43,916 | $41,618 |
| BIOMARIN PHARMACEUTICAL INC | $30,754 | $24,789 |
| CHARLES SCHWAB CORP | $57,261 | $73,100 |
| DFA EMERGING MARKETS CORE EQ P | $1,113,200 | $1,281,438 |
| DFA INTERNATIONAL SMALL CO POR | $454,309 | $595,105 |
| DFA INTERNATIONAL VALUE PORTFO | $498,090 | $573,482 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,293,051 | $2,563,515 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,349,446 | $1,661,282 |
| EDWARDS LIFESCIENCES | $59,984 | $64,019 |
| FACEBOOK INC | $49,591 | $189,342 |
| HOME DEPOT INC | $40,094 | $55,911 |
| HOTCHKIS & WILEY HIGH YLD-I | $938,062 | $897,597 |
| ILLUMINA INC COM | $60,938 | $70,354 |
| INCYTE CORPORATION | $40,031 | $41,862 |
| ISHARES RUSSELL 2000 GROWTH IN | $249,739 | $591,092 |
| MARKET VECTORS ISRAEL | $264,827 | $249,641 |
| MASTERCARD INC | $33,011 | $133,197 |
| NVIDIA CORP | $75,706 | $86,882 |
| PALO ALTO NETWORKS INC | $61,107 | $56,816 |
| PAYPAL HOLDINGS, INC | $42,354 | $80,761 |
| PIMCO EMERGING MARKETS FULL SP | $567,696 | $559,886 |
| PRICELINE.COM INCORPORATED | $10,421 | $85,149 |
| REGENERON PHARMACEUTICALS INC | $43,186 | $67,297 |
| S&P GLOBAL INC COM | $49,849 | $49,973 |
| SALESFORCE.COM | $48,342 | $147,109 |
| SCHWAB S P 500 INDEX FUND SELE | $2,440,000 | $2,577,015 |
| SERVICE NOW | $47,464 | $57,241 |
| SPLUNK INC | $29,182 | $52,852 |
| TRANSUNION COM USD0.01 | $27,667 | $36,329 |
| ULTA SALON, COSMETICS & FRAGRA | $55,018 | $74,479 |
| VANGUARD INTL GROWTH FD ADMIRA | $860,346 | $1,221,991 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $557,591 |
| VEEVA SYSTEMS INC | $57,481 | $56,109 |
| VERTEX PHARMCTLS INC | $39,729 | $38,514 |
| VISA INC | $32,429 | $162,479 |
| VOYA FLOATING RATE FUND CLASS | $369,500 | $353,292 |
| WORKDAY INC | $36,752 | $49,039 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,056,058 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,056,638 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $67,888 | $67,888 |
| CREDIT CARD FEES | $456 | $456 |
| OFFICE SUPPLIES | $1,127 | $1,127 |
| EQUIPMENT MAINTENANCE | $330 | $330 |
| Postage/Delivery Service | $20 | $20 |
| 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 | $556 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $556 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $41,300 | $41,300 | |
| Investment Management Services | $96,885 | $96,885 | |
| Philanthropic Consulting Srvcs | $36,000 | $36,000 | |
| DESIGN SERVICES | $1,600 | $1,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2017 | CategoryTxt |
| Amt | $11,200 | Amt |