SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201723079349100127
- Schema version
- 2016v3.1
- 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 | 2017-11-03T14:31:37-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-20 | 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 | 108.14.9.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520173075000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-03 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,229,554 | 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 | $1,454,942 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $780 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $780 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $409,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $409,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $299,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,219,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $299,312 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,164,635 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $709,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $98,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,066 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,093 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,854 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $481 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $481 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,572 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,572 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,876 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,022 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,287,478 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,287,478 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,486,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,382,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $678,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $622,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $459,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $513,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $513,600 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,467 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,467 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,467 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $832,039 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $908,587 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $900,274 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,169,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,606,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,887,364 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,830,445 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,939,227 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,926,849 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,291,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,969,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,229,554 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,291,568 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,969,728 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,291,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,969,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,291,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,969,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,291,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $678,160 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,969,728 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,969,728 | 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 | $2,219,094 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,919,782 | CostOrOtherBasisAmt |
| Gain Or Loss | $299,312 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $299,312 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $299,312 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,458,177 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,088,550 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,463,869 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,874,968 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086748 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,559,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,184,553 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102729 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,390,898 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,132,204 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105915 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,339,917 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,563,008 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106656 | DistributionYr5Rt |
| Total Distribution | 0.487379 | TotalDistributionRt |
| Average Distribution | 0.097476 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,047,984 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,661,769 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,226 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,667,995 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,382,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,451 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,451 | SubtotalAmt |
| Tax Based On Investment Income | $12,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,761 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,761 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,310 | OverpaymentAmt |
| Applied To ES Tax | $1,310 | 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 | false | 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 (6 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 | $0 | $0 | $0 |
| Morris Broad | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Chairman | 1.0 | $0 | $0 | $0 |
| Ann B Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairperson / VP* / Dir | 1.0 | $0 | $0 | $0 |
| Daniel J Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| Deborah Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec* / Treas* | 4.0 | $0 | $0 | $0 |
| John M Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres* / VP / Dir | 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 LLC | |||||
| 203 REDWOOD SHORES PARKWAY STE 550 | REDWOOD CITY | CA | 94065 | Investment Mng | $87,066 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative Srvc | $62,545 |
| 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 | $16,880,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $426,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,307,598 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,307,598 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,047,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $852,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $852,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,451 | TotalTaxAmt |
| Distributable Before Adj | $839,948 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $839,948 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $839,948 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,382,500 | 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 | $1,382,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,382,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $839,948 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $719,784 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $742,094 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $815,091 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $634,266 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $467,495 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,378,730 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,382,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $839,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $542,552 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,921,282 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $719,784 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,201,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $742,094 | ExcessFromYear4Amt |
| Excess From Year3 | $815,091 | ExcessFromYear3Amt |
| Excess From Year2 | $634,266 | ExcessFromYear2Amt |
| Excess From Year1 | $467,495 | ExcessFromYear1Amt |
| Excess From Current Year | $542,552 | 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 (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHRC NEW YORK CITY FOUNDATION INC | |||||||
| 83 MAIDEN LN | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| AISH HATORAH JERUSALEM FUND INC | |||||||
| 3150 SHERIDAN AVE | MIAMI BEACH | FL | 33140 | 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 | Scholarships for the Arrow Young Researchers Program | $25,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| ONE BATTERY PARK PLZ 25TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $3,000 |
| 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 | Presidential Response Campaign | $5,000 |
| 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 | 2016-17 Annual Fund | $10,000 |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | |||||||
| 5201 BLUE LAGOON DR STE 925 | MIAMI | FL | 33135 | N/A | PC | General & Unrestricted | $3,000 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | |||||||
| 1 PENN PLZ | NEW YORK | NY | 10119 | N/A | PC | General & Unrestricted | $10,000 |
| BROWARD COUNTY FILM SOCIETY INC | |||||||
| 1314 E LAS OLAS BLVD 007 | FORT LAUDERDALE | FL | 33301 | N/A | PC | Program Fund | $1,000 |
| CAMP FIESTA INC | |||||||
| 2750 N E 183RD ST | NORTH MIAMI BEACH | FL | 33160 | N/A | PC | General & Unrestricted | $3,100 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | W HOLLYWOOD | CA | 90048 | N/A | PC | Research Fund | $10,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 120 WALL ST 16TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS BEREAVEMENT CENTER INC | |||||||
| 7600 S RED RD STE 307 | SOUTH MIAMI | FL | 33143 | N/A | PC | General & Unrestricted | $5,000 |
| CHORDOMA FOUNDATION | |||||||
| 2520 MERIDIAN PKWY STE 480 | DURHAM | NC | 27713 | N/A | PC | General & Unrestricted | $1,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | research support for Dr. Nina T. Sherwood | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Jewish Life program- Kosher Dining | $250 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Jewish Life program | $20,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Research Laboratory overseen by Dr. James McNamara in support of Neuroscience Research | $20,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Ruth K. Broad Biomedical Research Foundation for Alzheimer's Research | $5,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Trinity College Flexible Operating Support | $10,000 |
| 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 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Shabbos Project | $700 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Charitable Event | $2,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | RTD Campaign | $20,000 |
| EARLY CHILDHOOD INITIATIVE INC | |||||||
| 3250 SW 3 AVE 6TH FL | MIAMI | FL | 33129 | N/A | PC | grassroots coordinator Fund | $5,000 |
| EARNEST FAMILY FORT HOUSE FOUNDATION INC | |||||||
| 340 CLEMMER DR | CHUCKEY | TN | 37641 | N/A | PC | General & Unrestricted | $2,500 |
| EXCHANGE FOR CHANGE | |||||||
| 2103 CORAL WAY 2ND FL | MIAMI | FL | 33145 | N/A | PC | General & Unrestricted | $3,000 |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | N/A | PC | to purchase a commemorative bench for the Garden | $5,000 |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | N/A | PC | Fairchild challenge at RKBBH K-8 Center for the 2016/2017 school year | $5,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $500 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | General & Unrestricted | $5,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | School of International and Public Affairs for the Morris and Anita Broad Fellowship Awards | $10,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | Broad Lecture Series Program | $15,000 |
| FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA | |||||||
| 4108 LELAND ST | CHEVY CHASE | MD | 20815 | N/A | PC | Bar and Bat Mitzvah in the City program | $10,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 7700 CONGRESS AVE STE 3207 | BOCA RATON | FL | 33487 | 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 Ruth K. Broad K-8 Center for the 2016/2017 school year | $3,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Morris & Anita Broad Philanthropic Fund | $141,730 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | 2016 Annual Regular Campaign | $24,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | 2016 Annual Regular Campaign | $50,000 |
| GREEN MOUNTAIN COLLEGE | |||||||
| 1 BRENNAN CIR | POULTNEY | VT | 05764 | N/A | PC | David & Pearl Rosen Scholarship Fund | $10,000 |
| GREEN MOUNTAIN COLLEGE | |||||||
| 1 BRENNAN CIR | POULTNEY | VT | 05764 | N/A | PC | Paul & Marsha Fonteyn Scholarship Fund | $7,500 |
| HEALTH INFORMATION PROJECT INC | |||||||
| 4601 PONCE DE LEON BLVD STE 300 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $10,000 |
| HENRY E HUNTINGTON LIBRARY & ART GALLERY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | General & Unrestricted | $1,000 |
| 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 discretionary fund | $5,000 |
| HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION | |||||||
| PO BOX 140 | SALEM | NY | 12865 | N/A | PC | General & Unrestricted | $2,500 |
| ISLAND DOLPHIN CARE INC | |||||||
| 150 LORELANE PL | KEY LARGO | FL | 33037 | N/A | PC | General & Unrestricted | $5,000 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE STE 703 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $25,000 |
| JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC | |||||||
| 3329 JOHNSON ST | HOLLYWOOD | FL | 33021 | N/A | PC | General & Unrestricted | $1,000 |
| JONSSON CANCER CENTER FOUNDATION- UCLA | |||||||
| PO BOX 951780 | LOS ANGELES | CA | 90095 | N/A | PC | the Michelle Bauman Research Fund to support the research of Dr. Lee Rosen | $1,000 |
| JUDEA REFORM CONGREGATION | |||||||
| 1933 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Framing Our Future Endowment Fund | $7,400 |
| JUDEA REFORM CONGREGATION | |||||||
| 1933 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Rabbi Friedman Fund Framing Our Future Campaign | $7,500 |
| KIDS DREAMS INC | |||||||
| PO BOX 3947 | WEST PALM BCH | FL | 33402 | N/A | PC | Scholarship fund | $500 |
| KIDZNOTES | |||||||
| 120 MORRIS ST | DURHAM | NC | 27701 | N/A | PC | General & Unrestricted | $1,000 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 3555 TIMMONS LN STE 1400 | HOUSTON | TX | 77027 | N/A | PC | General & Unrestricted | $10,000 |
| LIBERTY IN NORTH KOREA | |||||||
| 236 E 3RD ST STE 210 | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $1,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | endowment fund and lecture series | $30,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2016-17 Annual Fund | $12,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Student Travel and Study Abroad Program | $75,000 |
| LOS ANGELES LAWYERS PHILHARMONIC | |||||||
| 287 S ROBERTSON BLVD | BEVERLY HILLS | CA | 90211 | N/A | PC | General & Unrestricted | $7,500 |
| LOTUS ENDOWMENT FUND INC | |||||||
| 3921 ALTON RD STE 470 | MIAMI BEACH | FL | 33140 | N/A | SO II | General & Unrestricted | $10,000 |
| MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA INC | |||||||
| 4491 S SR 7 ST | FT LAUDERDALE | FL | 33314 | N/A | PC | General & Unrestricted | $118 |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIR | |||||||
| 601 SW 8TH AVE | MIAMI | FL | 33130 | N/A | PC | visual screenings at Ruth K. Broad Bay Harbor K-8 Center 2016/2017 school year | $6,000 |
| MIAMI MUSIC PROJECT INC | |||||||
| 2125 BISCAYNE BLVD STE 215 | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $10,000 |
| MIAMI THEATER CENTER INC | |||||||
| 9806 NE 2ND AVE | MIAMI SHORES | FL | 33138 | N/A | PC | Miami-Dade County Public Schools including the RKBbh k-8 school's participation in the theatre's yearly program schedule for the 2015/2016 school year | $5,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $3,600 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION INC | |||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $2,300 |
| NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN | |||||||
| 21361 SW 92ND AVE | MIAMI | FL | 33189 | N/A | PC | General & Unrestricted | $5,000 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW STE 619 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $30,000 |
| 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 2016 school year | $5,000 |
| NEW YORK LAW SCHOOL | |||||||
| 185 W BROADWAY | NEW YORK | NY | 10013 | N/A | PC | creation of the Center for Chemical and Experimential 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 Project | $10,000 |
| NORTH CAROLINA MUSEUM OF ART FOUNDATION INC | |||||||
| 4630 MAIL SERVICE CTR | RALEIGH | NC | 27699 | N/A | PC | Judaic Art Fund - Operations | $5,000 |
| 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 | Annual Fund | $7,500 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | Haas Endowment Fund | $3,000 |
| OUR PRIDE ACADEMY INC | |||||||
| 10100 SW 107TH AVE | MIAMI | FL | 33176 | N/A | PC | General & Unrestricted | $2,500 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | general & unrestricted | $4,000 |
| PRO PUBLICA INC | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| 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 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | General & Unrestricted | $15,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Charitable Event | $1,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE | |||||||
| 201 SPROUL HALL 1960 | BERKELEY | CA | 94720 | N/A | PC | dean Edward Wasserman discretionary fund | $5,000 |
| RISINGFOUNDATIONS A NON-PROFIT CORPORATION | |||||||
| 601 POYDRAS ST STE 2200 | NEW ORLEANS | LA | 70130 | N/A | PC | Keller Mansion Initiative | $500 |
| SABRINA COHEN FOUNDATION INC | |||||||
| 1800 SUNSET HARBOUR DR NO 2406 | MIAMI BEACH | FL | 33139 | N/A | PC | General & Unrestricted | $2,500 |
| SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | 2016 School Tutoring Program at RKBBH K-8 Center | $20,000 |
| SHAKE-A-LEG MIAMI INC | |||||||
| 2620 S BAYSHORE DR | MIAMI | FL | 33133 | N/A | PC | Charitable Event | $5,000 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | General & Unrestricted | $5,000 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | Annual 2016 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 | General & Unrestricted | $10,000 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | Scholarship Needs Fund | $3,000 |
| ST STEPHEN CATHOLIC CHURCH | |||||||
| 6044 SW 19TH ST | MIRAMAR | FL | 33023 | N/A | PC | General & Unrestricted | $1,000 |
| STANFORD LAW SCHOOL | |||||||
| CROWN QUADRANGLE 559 NATHAN ABBOTT | STANFORD | CA | 94305 | N/A | PC | General & Unrestricted | $10,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE STE 100 | SYRACUSE | NY | 13244 | N/A | PC | 2016/2017 Ruth Kugel Broad Endowed Scholarship Fund | $10,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | Endowment Fund to promote innovative and creative Jewish progamming in the Arts at Temple Beth Sholom | $20,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | initial 5 years of annual programming costs to promote innovative and creative Jewish progamming in the Arts at Temple Beth Sholom | $5,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $8,000 |
| THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC - F | |||||||
| 18900 NE 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | N/A | PC | General & Unrestricted | $2,500 |
| 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 Clinics program | $30,000 |
| THE INSTITUTE FOR THE ADVANCEMENT OF EDUCATION IN | |||||||
| 171-06 76TH AVE | FLUSHING | NY | 11366 | N/A | PC | 2016 scholarships Fund | $3,000 |
| THE INSTITUTE FOR THE ADVANCEMENT OF EDUCATION IN | |||||||
| 171-06 76TH AVE | FLUSHING | NY | 11366 | N/A | PC | Haifa seminar fund, Jaffa seminars fund and instructors travel expense fund | $3,480 |
| THE LERNER JEWISH COMMUNITY DAY SCHOOL | |||||||
| 1935 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Annual Fund | $2,200 |
| THE LERNER JEWISH COMMUNITY DAY SCHOOL | |||||||
| 1935 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Annual Fund | $2,200 |
| THE MIAMI CLASSICAL GUITAR SOCIETY INC | |||||||
| 10630 SW 129TH AVE | MIAMI | FL | 33185 | N/A | PC | General & Unrestricted | $2,500 |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | Diane W. Camber Exhibition Endowment Fund | $22,260 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | School of Law Skye Donald Memorial Fund | $2,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | top 5 rising 2Ls | $8,500 |
| THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | IRAC Division | $500 |
| THOMAS ARMOUR YOUTH BALLET INC | |||||||
| 5818 SW 73RD ST | SOUTH MIAMI | FL | 33143 | N/A | PC | General & Unrestricted | $1,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | N/A | PC | NAACP Local Action Fund | $3,600 |
| 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 | Annual Summer Tutorial Program | $10,240 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Charitable Event | $9,000 |
| TRIANGLE COMMUNITY FOUNDATION | |||||||
| 324 BLACKWELL ST STE 1220 | DURHAM | NC | 27701 | N/A | PC | The Tomorrow Fund | $1,500 |
| TRIBUTE TO THE MILITARY RUN-WALK INC | |||||||
| 7000 SW 62ND AVE STE 210 | SOUTH MIAMI | FL | 33143 | N/A | PC | Art Therapy for Wounded Veterans and Training and Care of Sentry Dogs for PTSD Victims and Traumatic Brain Injury Victims program | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | College of Arts & Sciences | $5,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1500 NW 12TH AVE STE 1020E | MIAMI | FL | 33136 | N/A | PC | Spine Institute | $5,000 |
| UNIVERSITY OF MIAMI | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | 2017 Sea Secrets Lecture Series | $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 NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | WUNC Radio Fund | $300 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | UNC Hillel Program | $1,500 |
| UPWELLING FOUNDATION | |||||||
| PO BOX 140 | KEESEVILLE | NY | 12944 | N/A | PC | General & Unrestricted | $10,000 |
| WOMENS FUND OF MIAMI-DADE INC | |||||||
| 7412 SUNSET DR | MIAMI | FL | 33143 | N/A | PC | General & Unrestricted | $1,000 |
| WORK ORIENTED REHABILITATION CENTER INC | |||||||
| 1100 JIMMY ANN DR | DAYTONA BEACH | FL | 32117 | N/A | PC | General & Unrestricted | $5,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $1,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | School of Management | $1,800 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | General & Unrestricted | $10,000 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | Broadening Horizons Program at RKBBH School K-8 Center (4th & 7th Grade) for the 2016/2017 school year | $3,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,287,478 | 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 | $780 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409,489 | 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 | $299,312 | 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 | $112 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $709,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $709,693 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Bussel Ann B | |||||||
| 1 | 9300 W Bay Harbor Dr Apt 4-A | Bay Harbor Islands | FL | 33154 | $104,260 | Yes (X) | |
| Shepard Broad Charitable Lead Annui | |||||||
| 2 | 801 Brickell Avenue 2350 | Miami | FL | 33131 | $1,344,571 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | THE CHEMOURS CO CC, 427 sh. | $10,601 | 2016-12-16 |
| 1 | MONSANTO CO MON, 300 sh. | $31,587 | 2016-12-16 |
| 1 | PNC FINANCIAL GROUP INC PNC, 167 sh. | $19,277 | 2016-12-16 |
| 1 | JP MORGAN CHASE JPM, 500 sh. | $42,795 | 2016-12-16 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Morris Broad |
| *Deceased in 2016 |
| Ann B Bussel |
| *Removed from position in 2016 |
| Deborah Bussel |
| *Removed from position in 2016 |
| John M Bussel |
| *Removed from position in 2016 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (112 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 | $7,117 |
| AFLAC INC - 3.625% - 11/15/202 | $16,276 | $15,438 |
| AFLAC INC SR NT - 2.400% - 03/ | $10,045 | $10,045 |
| ALTRIA GROUP INC - 9.250% - 08 | $6,383 | $5,885 |
| ALTRIA GROUP INC GTD NT - 4.75 | $11,049 | $10,898 |
| AMERICAN EXPRESS CO - 7.000% - | $28,089 | $26,567 |
| AMERITECH CAP FUNDING CORP - 6 | $10,418 | $11,320 |
| AMGEN INC - 4.100% - 06/15/202 | $16,052 | $15,826 |
| ANHEUSER BUSCH - 6.800% - 08/2 | $13,364 | $12,642 |
| APACHE CORP - 5.100% - 09/01/2 | $4,998 | $5,234 |
| APPLE - 3.850% - 05/04/2043 | $5,060 | $4,794 |
| ARCHER DANIELS - 7.500% - 03/1 | $12,608 | $13,023 |
| BANK AMER FDG CORP SR NT - 7.6 | $12,105 | $11,226 |
| BANK OF NEW YORK MELLON - 5.45 | $10,002 | $10,774 |
| BANK OF NOVA SCOTIA SR GLBL NT | $30,042 | $29,990 |
| BB&T CORP NOTE - 4.900% - 06/3 | $10,370 | $10,160 |
| BB&T CORPORATION FR - 1.600% - | $25,171 | $25,030 |
| BECTON DCKNSN - 7.000% - 08/01 | $11,959 | $12,536 |
| BERKSHIRE HATHAWAY - 3.000% - | $9,952 | $10,078 |
| BERKSHIRE HATHAWAY FINA CORP - | $16,839 | $16,075 |
| BERKSHIRE HATHAWAY FIN CORP - | $21,501 | $21,049 |
| BESTFOODS MTS - 6.625% - 04/15 | $11,562 | $13,043 |
| BLACKROCK INC - 5.000% - 12/10 | $10,639 | $10,861 |
| BOEING CO - 7.250% - 06/15/202 | $12,597 | $12,933 |
| BOSTON PROPERTIES LP - 3.650% | $10,072 | $9,878 |
| BP CAP MKTS PLC - 1.846% - 05/ | $25,163 | $25,055 |
| BURLINGTON NORTHN SANTA - 6.15 | $4,810 | $6,398 |
| CAMPBELL SOUP - 8.875% - 05/01 | $12,851 | $12,445 |
| CATERPILLAR - 6.625% - 07/15/2 | $11,712 | $12,066 |
| CATERPILLAR FINL SVCS - 0.010% | $25,046 | $24,993 |
| CHUBB - 6.600% - 08/15/2018 | $16,698 | $16,060 |
| CHUBB CORP DEB - 6.800% - 11/1 | $6,753 | $6,280 |
| CINTAS CORP NO - 4.300% - 06/0 | $15,955 | $15,936 |
| CISCO SYS INC - 0.000% - 06/15 | $25,995 | $25,448 |
| CLOROX CO DEL SR NT - 5.950% - | $16,697 | $15,524 |
| CME GROUP INC - 3.000% - 09/15 | $15,062 | $15,328 |
| COLGATE-PALMOLIVE COBOND - 0.9 | $25,048 | $24,848 |
| COMCAST CORP - 9.455% - 11/15/ | $22,571 | $20,202 |
| COMCAST CORP NOTES - 5.150% - | $16,818 | $16,374 |
| COMM MTG A4 - 3.147% - 08/15/2 | $20,490 | $20,610 |
| CONOCOPHILLIPS - 4.300% - 11/1 | $5,425 | $4,961 |
| CONOCOPHILLIPS - 5.750% - 02/0 | $16,563 | $16,116 |
| CONS EDISON CO N Y INC - 5.500 | $5,846 | $5,883 |
| CVS CAREMARK CORP - 3.500% - 0 | $15,600 | $15,412 |
| DEERE & CO DEB - 8.100% - 05/1 | $13,311 | $14,472 |
| DOVER - 6.650% - 06/01/2028 | $11,846 | $12,512 |
| DU PONT E I DE NEMOURS - 6.000 | $21,277 | $21,253 |
| DUKE POWER CO LLC - 0.065% - 1 | $12,707 | $12,627 |
| EATON CORP - 5.600% - 05/15/20 | $14,897 | $15,766 |
| EMERSON ELEC CO - 4.875% - 10/ | $27,950 | $26,931 |
| ENTERPRISE PRODUCTS - 0.051% - | $4,354 | $5,248 |
| EQUITABLE COS - 7.000% - 04/01 | $11,698 | $11,990 |
| FIFTH THIRD BANCORP - 2.300% - | $15,053 | $15,078 |
| FLORIDA POWER CORP - 5.800% - | $10,036 | $10,310 |
| FRANKLIN RES INC - 0.046% - 05 | $5,493 | $5,351 |
| GE CAP CORP - 5.500% - 01/08/2 | $5,530 | $5,486 |
| GENERAL ELECTRIC CO - 5.250% - | $10,591 | $10,359 |
| GENERAL ELECTRIC CO - 6.875% - | $6,718 | $7,050 |
| GOLDMAN SACHS GROUP NTS - 7.50 | $30,653 | $27,695 |
| GOLDMAN SACHS GRP INC - 6.000% | $5,077 | $5,545 |
| GS MTG - 2.773% - 11/13/2045 | $14,987 | $15,113 |
| HALLIBURTON COMPANY - 6.700% - | $4,997 | $6,211 |
| HARTFORD FINL SVC GRP NT - 6.3 | $9,249 | $10,485 |
| HOME DEPOT INC SR NT - 4.400% | $5,678 | $5,421 |
| ILLINIOS TOOL - 3.500% - 03/01 | $10,735 | $10,326 |
| INTERNATIONAL BUSINESS MACHS - | $26,502 | $23,522 |
| ISRAELI JUBILEE 8TH 5YR - 2.80 | $99,999 | $99,999 |
| JPMORGAN CHASE & CO - 4.350% - | $5,003 | $5,330 |
| JPMORGAN CHASE & CO SR NT - 4. | $31,480 | $31,746 |
| KELLOGG CO - 4.000% - 12/15/20 | $15,910 | $15,768 |
| KEYCORP SER I - 5.100% - 03/24 | $10,786 | $10,903 |
| LINCOLN NATIONAL CORP - 8.750% | $24,530 | $22,987 |
| LOCKHEED MARTIN CORP - 4.850% | $4,960 | $5,482 |
| MARKEL CORP SR NT - 5.350% - 0 | $21,193 | $21,775 |
| MCDONALD'S CORP - 5.350% - 03/ | $5,016 | $5,211 |
| MCDONALDS CORP - 2.200% - 05/2 | $24,690 | $24,980 |
| MERRILL LYNCH MTN BE - 6.400% | $15,661 | $15,459 |
| METLIFE INC - 6.500% - 12/15/2 | $6,733 | $6,239 |
| METLIFE INC - 7.717% - 02/15/2 | $11,367 | $11,186 |
| MICROSOFT CORP - 5.200% - 06/0 | $11,396 | $11,654 |
| MORGAN STANLEY - 5.625% - 09/2 | $5,719 | $5,410 |
| MORGAN STANLEY - 6.625% - 04/0 | $5,457 | $5,281 |
| ORACLE CORP SR GLBL NT - 2.500 | $24,621 | $24,827 |
| PARKER-HANNIFIN CORP - 6.250% | $6,327 | $6,372 |
| PEPSI BOTTLING GRP INC GTD - 7 | $13,495 | $13,608 |
| PHILLIPS 66 - 5.875% - 05/01/2 | $5,898 | $5,899 |
| PNC FDG CORP - 5.625% - 02/01/ | $9,949 | $10,030 |
| PNC FUNDING CORP - 3.300% - 03 | $15,375 | $15,407 |
| PROCTER & GAMBLE CO DEB - 8.00 | $14,886 | $13,528 |
| PROGRESSIVE CORP - 3.750% - 08 | $20,807 | $21,092 |
| SIMON PROPERTY GROUP INC - 2.7 | $29,513 | $29,521 |
| SPECTRA ENERGY PARTNERS LP - 0 | $5,989 | $5,654 |
| SYSCO - 5.375% - 03/17/2019 | $17,212 | $16,066 |
| THERMO FISHER SCIENTIFIC INC - | $10,111 | $10,316 |
| TIME WARNER CO - 6.625% - 05/1 | $5,675 | $6,115 |
| TWENTY FIRST CENT - 8.500% - 0 | $4,798 | $6,508 |
| UNION PACIFIC CORP - 7.875% - | $12,151 | $11,125 |
| UNITED PARCEL SERVC - 6.200% - | $6,522 | $6,590 |
| UNITED TECHNOLOGIES CORP - 5.7 | $6,511 | $6,100 |
| UNITED TECHNOLOGIES CORP - 8.7 | $6,865 | $6,214 |
| UNITED TECHNOLOGIES CORP - 9.0 | $6,789 | $5,908 |
| VERIZON COMMUNICATIONS INC - 6 | $11,385 | $10,570 |
| VERIZON GLOBAL FDG CORP - 7.75 | $6,828 | $6,697 |
| VIRGINIA ELEC & PWR CO - 8.875 | $6,235 | $7,993 |
| WAL MART STORES INC - 6.500% - | $6,306 | $6,776 |
| WELLS FARGO - 5.625% - 12/11/2 | $16,935 | $15,551 |
| WELLS FARGO CO - 4.600% - 04/0 | $16,796 | $16,118 |
| WISCONSIN PWR & LT CO - 6.375% | $6,996 | $6,497 |
| WYETH - 5.450% - 04/01/2017 | $26,150 | $25,248 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $63,977 | $75,051 |
| ALEXION PHARMACEUTICALS, INC | $53,874 | $52,366 |
| ALPHABET INC CL C | $92,456 | $113,458 |
| AMAZON COM | $24,710 | $122,979 |
| AMERN AADV INTL EQ FD INTL CL | $510,171 | $422,534 |
| BIOGEN INC | $30,408 | $22,403 |
| BIOMARIN PHARMACEUTICAL INC | $35,963 | $26,509 |
| CELGENE CORP | $60,743 | $92,137 |
| DEXCOM, INC | $36,453 | $23,641 |
| DFA EMERGING MARKETS CORE EQ P | $1,113,200 | $958,043 |
| DFA INTERNATIONAL SMALL CO POR | $454,309 | $483,191 |
| DFA INTERNATIONAL VALUE PORTFO | $498,090 | $469,085 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,166,624 | $2,343,730 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,149,446 | $1,434,705 |
| DOMINOS PIZZA INC | $22,891 | $33,440 |
| EDWARDS LIFESCIENCES | $68,636 | $60,718 |
| FACEBOOK INC | $61,472 | $164,982 |
| HOME DEPOT INC | $45,763 | $45,185 |
| HOTCHKIS & WILEY HIGH YLD-I | $938,062 | $880,012 |
| ILLUMINA INC COM | $69,530 | $47,119 |
| INCYTE CORPORATION | $34,641 | $40,108 |
| ING FLOATING RATE FUND CLASS I | $369,500 | $357,964 |
| ISHARES RUSSELL 2000 GROWTH IN | $304,877 | $594,978 |
| JP MORGAN CHASE | $42,795 | $43,145 |
| MARKET VECTORS ISRAEL | $264,827 | $220,460 |
| MASTERCARD INC | $36,336 | $103,973 |
| MIDDLEBY CORPORATION | $36,489 | $55,517 |
| MONSANTO CO | $31,587 | $31,563 |
| NIKE INC-CL B | $35,637 | $28,058 |
| O'REILLY AUTOMOTIVE INC | $20,426 | $22,273 |
| PALO ALTO NETWORKS INC | $69,098 | $55,897 |
| PAYPAL HOLDINGS, INC | $48,370 | $49,495 |
| PIMCO EMERGING MARKETS FULL SP | $567,696 | $525,476 |
| PNC FINANCIAL GROUP INC | $19,277 | $19,532 |
| PRICELINE.COM INCORPORATED | $14,674 | $101,158 |
| REGENERON PHARMACEUTICALS INC | $46,979 | $75,253 |
| SALESFORCE.COM | $52,926 | $112,548 |
| SPLUNK INC | $32,901 | $37,340 |
| STARBUCKS CORP COM | $58,956 | $98,159 |
| THE CHEMOURS CO | $10,601 | $9,432 |
| TJX COMPANIES INC | $50,153 | $55,596 |
| TRANSDIGM GRP INC | $28,981 | $64,730 |
| ULTA SALON, COSMETICS & FRAGRA | $83,856 | $131,804 |
| ULTIMATE SOFTWARE GROUP, INC. | $42,320 | $41,941 |
| UNDER ARMOUR INC CL A | $10,204 | $28,730 |
| UNDER ARMOUR INC CL C | $9,942 | $25,069 |
| VANGUARD 500 INDEX FUND ADM | $1,437,043 | $2,472,422 |
| VANGUARD INTL GROWTH FD ADMIRA | $925,521 | $933,717 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $461,356 |
| VISA INC | $35,400 | $127,017 |
| WALT DISNEY HOLDINGS CO | $52,247 | $59,510 |
| WORKDAY INC | $36,752 | $31,855 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $908,587 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $900,274 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $62,545 | $62,545 | |
| Bank Charges | $55 | $55 | |
| CREDIT CARD ANNUAL FEE | $185 | $185 | |
| Office & Supplies | $85 | $85 | |
| 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 | $112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATION OF FOUNDATION | $10,493 | $10,493 | |
| Investment Management Services | $87,066 | $87,066 | |
| WEBSITE DEVELOPMENT | $600 | $600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $13,600 |
| 990-PF Extension for 2015 | $3,254 |