SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-01
- IRS object ID
- 201632459349100323
- Schema version
- 2015v2.1
- 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
- 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 | 2016-09-01T14:54:46-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 3053725790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 Brickell Ave Suite 2350 | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN M BUSSEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3053725790 | PhoneNum |
| Signature | 2016-08-24 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,867,529 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,344,571 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $697 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $375,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $375,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $397,143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,715,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $397,143 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $750 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $750 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,118,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $774,142 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $86,659 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,659 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,762 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,146 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,146 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,427 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,427 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,874 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $179,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,447 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,380,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,380,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,559,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,458,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $558,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $687,320 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $522,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $459,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $459,329 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $862,233 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $832,039 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $840,867 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,438,113 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,169,755 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,736,244 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,759,432 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,830,445 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,831,089 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $150,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $13,732,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,291,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,867,529 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,732,616 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,291,568 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,732,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,291,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,732,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,291,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,732,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $558,952 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,291,568 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,291,568 | 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 | $3,715,872 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,318,729 | CostOrOtherBasisAmt |
| Gain Or Loss | $397,143 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $397,143 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $397,143 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,463,869 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,874,968 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086748 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,559,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,184,553 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,390,898 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,132,204 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105915 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,339,917 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,563,008 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106656 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,447,991 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,332,112 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.127778 | DistributionYr5Rt |
| Total Distribution | 0.529826 | TotalDistributionRt |
| Average Distribution | 0.105965 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,088,550 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,810,788 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,873 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,817,661 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,458,177 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,746 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,746 | SubtotalAmt |
| Tax Based On Investment Income | $13,746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,653 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,254 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,907 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $161 | OverpaymentAmt |
| Applied To ES Tax | $161 | 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 | ||||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir | 1.0 | $0 | $0 | $0 |
| Morris Broad | ||||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir / Chairman | 1.0 | $0 | $0 | $0 |
| Ann B Bussel | ||||||||
| 801 Brickell Ave | Miami | FL | 33131 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Daniel J Bussel | ||||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir | 1.0 | $0 | $0 | $0 |
| Deborah Bussel | ||||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
| John M Bussel | ||||||||
| 801 Brickell Ave | Miami | FL | 33131 | Pres / 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 | |||||
| 400 S El Camino Real Ste 800 | SAN MATEO | CA | 94402 | Investment Managemen | $86,659 |
| Foundation Source | |||||
| 55 Walls Drive | Fairfield | CT | 06824 | Administrative | $63,648 |
| 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 | $16,991,650 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $357,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,348,782 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,348,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,088,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $854,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $854,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,746 | TotalTaxAmt |
| Distributable Before Adj | $840,682 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $150,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $990,682 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $990,682 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,458,177 | 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 | $1,458,177 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,458,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $990,682 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $886,305 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $719,784 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $742,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $815,091 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $634,266 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,797,540 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,458,177 | QualifyingDistributionsAmt |
| Applied To Current Year | $990,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $467,495 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,265,035 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $886,305 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,378,730 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $719,784 | ExcessFromYear4Amt |
| Excess From Year3 | $742,094 | ExcessFromYear3Amt |
| Excess From Year2 | $815,091 | ExcessFromYear2Amt |
| Excess From Year1 | $634,266 | ExcessFromYear1Amt |
| Excess From Current Year | $467,495 | 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 (123 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 | FL | 33140 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S | |||||||
| 633 3RD AVE FL 20 | 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 | $2,500 |
| 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 | $2,500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | AJC Access Leadership program in Miami | $10,000 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF | |||||||
| 55 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Scholarship Fund for the Engineer and Educator Program | $10,000 |
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | |||||||
| 80 BROAD ST STE 2102 | NEW YORK | NY | 10004 | N/A | PC | Expectant Parenting Program | $20,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 3000 BISCAYNE BLVD STE 400 | MIAMI | FL | 33137 | N/A | PC | Charitable Event | $3,000 |
| ANCHORAGE CHILDRENS HOME OF BAY COUNTY INC | |||||||
| 2121 LISENBY AVE | PANAMA CITY | FL | 32405 | N/A | PC | General & Unrestricted | $1,500 |
| AVON WALK FOR BREAST CANCER | |||||||
| ONE AVON PLZ | RYE | NY | 10580 | N/A | PC | Charitable Event | $1,800 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | General & Unrestricted | $25,000 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Barry's 75th Anniversary Scholarship Fund | $1,000 |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | |||||||
| 701 SW 27TH AVE STE 80 | MIAMI | FL | 33135 | N/A | PC | General & Unrestricted | $8,000 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | |||||||
| 1 PENN PLZ | NEW YORK | NY | 10119 | N/A | PC | General & Unrestricted | $10,000 |
| CAMP FIESTA INC | |||||||
| 2750 N E 183RD ST | NORTH MIAMI BEACH | FL | 33160 | N/A | PC | General & Unrestricted | $3,000 |
| CANCER PATIENT SUPPORT PROGRAM INC | |||||||
| PO BOX 1804 | WILLISTON | VT | 05495 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS HOME SOCIETY OF FLORIDA | |||||||
| 800 NW 15TH ST | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $2,500 |
| CORAL GABLES MUSEUM CORPORATION | |||||||
| 285 ARAGON AVE | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $150 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Ruth K. Broad Biomedical Research Foundation | $15,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Ruth K. Broad Biomedical Research Foundation's lecture on neurobiology and disease | $20,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Doctor Richard Goldner Hand Education Fund | $10,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Research support for Dr. Nina T. Sherwood | $10,000 |
| DURHAM ACADEMY INC | |||||||
| 3130 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | Sheppy Vann Preschool Scholarship Fund | $10,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Camp Scholarship | $150 |
| EXCHANGE FOR CHANGE | |||||||
| 2103 CORAL WAY STE 202 | CORAL GABLES | FL | 33145 | N/A | PC | General & Unrestricted | $3,000 |
| 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 | $10,000 |
| 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 & Anita Broad Fellowhip Awards Program | $10,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | First Generation Scholarships for Student Athletes Fund | $5,000 |
| FLORIDA LIONS EYE BANK INC | |||||||
| 900 NW 17TH ST 3RD FL | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $5,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | |||||||
| 2010 LEVY AVE BLDG B NO 300 | TALLAHASSEE | FL | 32310 | N/A | PC | Shepard Broad Foundation Scholarship Fund for Intl. Studies -School of Science & Public Policy 2015/2016 school year | $2,000 |
| FREEDOM OF RELIGION FOR ISRAEL INC | |||||||
| C/O BARDOSH 85 4TH AVE NO 800 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF HUMANITY CORPORATION | |||||||
| 1440 NE 101ST ST | MIAMI SHORES | FL | 33138 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF ROBINSON GARDENS INC | |||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $1,000 |
| 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 |
| 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 2015/2016 school year | $3,000 |
| GAINESVILLE HILLEL INC | |||||||
| 2020 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | N/A | PC | Innovative Projects for Hillel for the 21st Century | $10,000 |
| GRACE FOUNDATION OF NEW YORK | |||||||
| 460 BRIELLE AVE | STATEN ISLAND | NY | 10314 | N/A | PC | General & Unrestricted | $1,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | 2015 Annual Regular Campaign | $50,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Miami Beach Jewish Community Center Fund | $10,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Morris N. Broad Philanthropic Fund | $234,870 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | 2015 Annual Regular Campaign | $22,500 |
| GREEN MOUNTAIN COLLEGE | |||||||
| 1 BRENNAN CIR | POULTNEY | VT | 05764 | N/A | PC | General & Unrestricted | $5,000 |
| H3 HEALTH HOPE HEALING INC | |||||||
| 1935 CALAIS DR APT 205 | MIAMI BEACH | FL | 33141 | N/A | PC | General & Unrestricted | $1,500 |
| 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 the 2015/2016 school year | $5,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | Seidler-Feller Institute for Jewish Learning Campaign | $3,500 |
| HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION | |||||||
| PO BOX 140 | SALEM | NY | 12865 | N/A | PC | General & Unrestricted | $8,500 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $25,000 |
| JEWISH LEADERSHIP INSTITUTE INC | |||||||
| 925 ARTHUR GODFREY RD STE 101 | MIAMI BEACH | FL | 33140 | N/A | PC | Scholarship Fund | $5,000 |
| JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC | |||||||
| 3329 JOHNSON ST | HOLLYWOOD | FL | 33021 | N/A | PC | General & Unrestricted | $1,000 |
| JUDEA REFORM CONGREGATION | |||||||
| 1933 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Rabbi Endowment Framing Our Future Campaign | $7,000 |
| LIBERTY IN NORTH KOREA | |||||||
| 1751 TORRANCE BLVD STE L | TORRANCE | CA | 90501 | N/A | PC | General & Unrestricted | $500 |
| 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 | 2015-16 Annual Fund | $10,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Student Travel and Study Abroad Program | $75,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 3RD AVE 28TH FL | NEW YORK | NY | 10017 | N/A | PC | Pediatric Department | $500 |
| MIAMI CHILDRENS MUSEUM INC | |||||||
| 980 MACARTHUR CSWY | MIAMI | FL | 33132 | N/A | PC | MCM Players In-School Performances Fund | $1,500 |
| MIAMI COUNTRY DAY SCHOOL INC | |||||||
| 601 NE 107TH ST | MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $1,500 |
| 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 2015/2016 school year | $6,000 |
| MIAMI MUSIC PROJECT INC | |||||||
| 2125 BISCAYNE BLVD STE 215 | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $20,000 |
| MIAMI THEATER CENTER INC | |||||||
| 9806 NE 2ND AVE | MIAMI SHORES | FL | 33138 | N/A | PC | Miami Theatre Center Program for Miami-Dade County Public Schools including rkbbh k-8 school | $5,000 |
| 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 | General & Unrestricted | $35,000 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW STE 619 | WASHINGTON | DC | 20037 | N/A | PC | Nazareth Nurseries Institute | $1,500 |
| NEW YORK LAW SCHOOL | |||||||
| 185 W BROADWAY | NEW YORK | NY | 10013 | N/A | PC | creation of the Center for Chemical and Experimental 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 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FL | EVANSTON | IL | 60208 | N/A | PC | Richard W. Leopold Professorship in American History Endowment fund | $2,500 |
| NOVA SOUTHEASTERN UNIVERSITY INC | |||||||
| 3301 COLLEGE AVE | DAVIE | FL | 33314 | N/A | PC | Shepard Broad Law College Division | $5,000 |
| 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 | Tribute Book Scholarship Fund | $3,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | Magnolia Avenue Bridge Project | $17,500 |
| OUR PRIDE ACADEMY INC | |||||||
| 10100 SW 107TH AVE | MIAMI | FL | 33176 | N/A | PC | General & Unrestricted | $2,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC Interreligious C | |||||||
| 317 MADISON AVE STE 607 | NEW YORK | NY | 10017 | N/A | PC | Interreligious Coordinating Council in Israel | $1,800 |
| PELICAN HARBOR SEABIRD STATION INC | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | General & Unrestricted | $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 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | 5000 Fund | $5,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $15,000 |
| SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | 2014/2015 School Tutoring Program at RKBBH K-8 Center | $10,000 |
| SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | 2014/2015 School Tutoring Program at RKBBH K-8 Center | $10,000 |
| SKYS THE LIMIT FUND | |||||||
| SOBRATO CENTER FOR NONPROFITS 510A | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $10,000 |
| 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 2015 grant for the High School Field Trip | $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 Program | $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 |
| SUNDARI FOUNDATION INC | |||||||
| 1514 NW 2ND AVE APT 1 | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $30,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE STE 100 | SYRACUSE | NY | 13244 | N/A | PC | Ruth Kugel Broad endowed scholarship fund 2015/2016 | $10,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $1,800 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | Endowment Fund to promote innovative and creative Jewish programming in the arts | $20,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | Initial 5 years of annual programming cost for innovative and creative Jewish programming in the arts | $5,000 |
| TEMPLE ISRAEL | |||||||
| 200 STATE ST | PORTSMOUTH | NH | 03801 | N/A | PC | The Rabbi's Fund | $1,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $6,000 |
| THE INSTITUTE FOR THE ADVANCEMENT OF EDUCATION IN | |||||||
| 171-06 76TH AVE | FLUSHING | NY | 11366 | N/A | PC | 2015 scholarships fund | $3,000 |
| 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 126TH AVE | MIAMI | FL | 33186 | N/A | PC | General & Unrestricted | $5,000 |
| THE MIAMI FOUNDATION INC | |||||||
| 200 S BISCAYNE BLVD STE 505 | MIAMI | FL | 33131 | N/A | PC | 1st installment of the matching grant for the Diane W. Camber exhibition endowment fund | $10,000 |
| THE MIAMI FOUNDATION INC | |||||||
| 200 S BISCAYNE BLVD STE 505 | MIAMI | FL | 33131 | N/A | PC | Diane W. Camber Exhibition Endowment Fund | $50,000 |
| THE PAINTED TURTLE | |||||||
| 1300 4TH ST STE 300 | SANTA MONICA | CA | 90401 | N/A | PC | Care and Feeding of Ladybug in the equine program | $2,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | top rising 2ls fund | $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 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Annual Picnic Program | $20,000 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Annual Summer Tutorial program | $8,960 |
| TRIANGLE COMMUNITY FOUNDATION | |||||||
| 324 BLACKWELL ST STE 1220 | DURHAM | NC | 27701 | N/A | PC | Tomorrow Fund | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 601 FRANKLIN BLDG 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | N/A | PC | College of Arts & Sciences | $4,000 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | Lastinger Center - College of Education | $20,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | University of Miami School of Education and Human Development Student Teaching Program | $25,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248161 | Coral Gables | FL | 33124 | N/A | PC | Sue and Leonard Miller Center for Contemporary Judaic Studies 2016 education programs | $500 |
| UNIVERSITY OF MIAMI | |||||||
| 1500 NW 12TH AVE STE 1020E | MIAMI | FL | 33136 | N/A | PC | Spine Institute | $15,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1500 NW 12TH AVE STE 1020E | MIAMI | FL | 33136 | N/A | PC | Michael S. Gordon Center for Research and Medical Education | $1,000 |
| UNIVERSITY OF MIAMI | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | 2016 Sea Secrets Lecture series | $5,000 |
| UNIVERSITY OF MIAMI - BASCOM PALMER EYE INSTITUTE | |||||||
| PO BOX 016880 | MIAMI | FL | 33101 | N/A | PC | Dr. Dubovy's Research Fund | $5,000 |
| UNIVERSITY OF MIAMI - DEPARTMENT OF PEDIATRICS | |||||||
| 1120 NW 14TH ST CRB 583 D-48 | MIAMI | FL | 33136 | N/A | PC | Oliver's Hearing Aid Bank Program | $5,000 |
| UPWELLING FOUNDATION | |||||||
| PO BOX 140 | KEESEVILLE | NY | 12944 | N/A | PC | General & Unrestricted | $5,000 |
| WORK ORIENTED REHABILITATION CENTER INC | |||||||
| 1100 JIMMY ANN DR | DAYTONA BEACH | FL | 32117 | N/A | PC | General & Unrestricted | $2,500 |
| WORK ORIENTED REHABILITATION CENTER INC | |||||||
| 1100 JIMMY ANN DR | DAYTONA BEACH | FL | 32117 | N/A | PC | Charitable Event | $5,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $1,000 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | General & Unrestricted | $5,000 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | Programming at Ruth K. Broad Bay K-8 Harbor school 2015-2016 | $3,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,380,730 | 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 | $697 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $375,552 | 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 | $397,143 | 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 | INTEREST INCOME FROM PRI | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $774,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $774,142 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (110 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7TH JUBILEE FIX 10Y - 3.700% - | $149,999 | $150,001 |
| 9TH JUBILEE FIX 5Y - 2.560% - | $99,999 | $100,000 |
| ACE INA HLDG INC DEB - 8.875% | $6,610 | $7,031 |
| AFLAC INC SR NT - 2.400% - 03/ | $10,045 | $9,981 |
| ALTRIA GROUP INC - 9.250% - 08 | $6,383 | $6,125 |
| ALTRIA GROUP INC GTD NT - 4.75 | $11,049 | $10,862 |
| AMER EXP - 5.500% - 09/12/2016 | $10,019 | $10,293 |
| AMERICAN EXPRESS CO - 7.000% - | $11,742 | $11,090 |
| AMERITECH CAP FUNDING CORP - 6 | $10,418 | $11,167 |
| AMGEN INC - 4.100% - 06/15/202 | $16,052 | $15,797 |
| ANHEUSER BUSCH - 6.800% - 08/2 | $13,364 | $12,129 |
| ANHEUSER-BUSCH INBEV - 0.800% | $25,042 | $25,000 |
| APACHE CORP - 5.100% - 09/01/2 | $4,998 | $4,264 |
| APPLE - 3.850% - 05/04/2043 | $5,060 | $4,609 |
| ARCHER DANIELS - 7.500% - 03/1 | $12,608 | $12,787 |
| AVALON BAY - 5.700% - 03/15/20 | $17,589 | $15,693 |
| BANK AMER FDG CORP SR NT - 7.6 | $12,105 | $11,570 |
| BANK OF NEW YORK MELLON - 5.45 | $10,002 | $11,020 |
| BBT CORP - 3.950% - 04/29/2016 | $20,364 | $20,199 |
| BECTON DCKNSN - 7.000% - 08/01 | $11,959 | $12,724 |
| BERKSHIRE HATHAWAY - 3.000% - | $9,952 | $10,173 |
| BERKSHIRE HATHAWAY FIN CORP - | $16,839 | $16,344 |
| BERKSHIRE HATHAWAY FIN CORP - | $21,501 | $21,708 |
| BESTFOODS MTS - 6.625% - 04/15 | $11,562 | $12,807 |
| BLACKROCK INC - 5.000% - 12/10 | $10,639 | $11,049 |
| BOEING CO - 7.250% - 06/15/202 | $12,597 | $13,058 |
| BURLINGTON NORTHN SANTA - 6.15 | $4,810 | $5,864 |
| CAMPBELL SOUP - 8.875% - 05/01 | $12,851 | $12,672 |
| CATERPILLAR - 6.625% - 07/15/2 | $11,712 | $12,499 |
| CHUBB - 6.600% - 08/15/2018 | $16,698 | $16,702 |
| CHUBB CORP DEB - 6.800% - 11/1 | $6,753 | $6,473 |
| CINTAS CORP NO - 4.300% - 06/0 | $15,955 | $15,882 |
| CLOROX CO DEL SR NT - 5.950% - | $16,697 | $16,111 |
| CME GROUP INC - 3.000% - 09/15 | $15,062 | $15,072 |
| COMCAST CORP - 9.455% - 11/15/ | $15,439 | $13,806 |
| COMCAST CORP NOTES - 5.150% - | $16,818 | $16,760 |
| COMM MTG A4 - 3.147% - 08/15/2 | $20,490 | $20,212 |
| CONOCOPHILLIPS - 4.300% - 11/1 | $5,425 | $4,136 |
| CONOCOPHILLIPS - 5.750% - 02/0 | $16,563 | $16,235 |
| CONS EDISON CO N Y INC - 5.500 | $5,846 | $5,679 |
| CVS CAREMARK CORP - 3.500% - 0 | $15,600 | $15,263 |
| DEERE & CO DEB - 8.100% - 05/1 | $13,311 | $14,132 |
| DEVON ENERGY CORP - 4.750% - 0 | $4,488 | $3,664 |
| DEVON ENERGY CORP NOTE - 6.300 | $10,094 | $10,303 |
| DOVER - 6.650% - 06/01/2028 | $11,846 | $12,197 |
| DU PONT E I DE NEMOURS - 6.000 | $21,277 | $21,806 |
| EATON CORP - 5.600% - 05/15/20 | $14,897 | $16,223 |
| EMERSON ELEC CO - 4.875% - 10/ | $27,949 | $27,458 |
| EQUITABLE COS - 7.000% - 04/01 | $11,698 | $12,310 |
| FIFTH THIRD BANCORP - 2.300% - | $15,053 | $15,014 |
| FLORIDA POWER CORP - 5.800% - | $10,036 | $10,715 |
| GE CAP CORP - 5.500% - 01/08/2 | $5,530 | $5,608 |
| GE CAP CORP - 6.875% - 01/10/2 | $6,718 | $6,806 |
| GENERAL ELECTRIC CO - 5.250% - | $10,591 | $10,685 |
| GOLDMAN SACHS GROUP NTS - 7.50 | $30,652 | $28,523 |
| GOLDMAN SACHS GRP INC - 6.000% | $5,077 | $5,653 |
| GS MTG - 2.773% - 11/13/2045 | $14,987 | $14,785 |
| HALLIBURTON COMPANY - 6.700% - | $4,997 | $5,895 |
| HARTFORD FINL SVC GRP NT - 6.3 | $9,249 | $10,896 |
| HOME DEPOT INC SR NT - 4.400% | $5,678 | $5,497 |
| INTERNATIONAL BUSINESS MACHS - | $26,502 | $24,716 |
| ISRAELI 4TH JUBILEE 10 YR BD - | $149,999 | $150,001 |
| ISRAELI JUBILEE 8TH 5YR - 2.80 | $99,999 | $100,001 |
| JPMORGAN CHASE & CO - 4.350% - | $5,003 | $5,322 |
| JPMORGAN CHASE & CO SR NT - 4. | $15,219 | $15,911 |
| KELLOGG CO - 4.000% - 12/15/20 | $15,910 | $15,777 |
| KEYCORP SER I - 5.100% - 03/24 | $10,786 | $10,930 |
| KRAFT FOODS INC - 6.125% - 08/ | $9,822 | $11,022 |
| LINCOLN NATIONAL CORP - 8.750% | $24,530 | $24,020 |
| LOCKHEED MARTIN CORP - 4.850% | $9,920 | $10,342 |
| MARKEL CORP SR NT - 5.350% - 0 | $21,193 | $21,973 |
| MCDONALD'S CORP - 5.350% - 03/ | $5,016 | $5,361 |
| MCDONALDS CORP - 2.200% - 05/2 | $24,690 | $24,753 |
| MERRILL LYNCH MTN BE - 6.400% | $15,661 | $16,103 |
| METLIFE INC - 6.500% - 12/15/2 | $6,733 | $6,142 |
| MICROSOFT CORP - 5.200% - 06/0 | $11,396 | $11,366 |
| MORGAN STANLEY - 5.625% - 09/2 | $5,719 | $5,518 |
| MORGAN STANLEY - 6.625% - 04/0 | $5,457 | $5,477 |
| OCCIDENTAL PETROLEUM - 2.500% | $25,191 | $25,022 |
| ORACLE CORP SR GLBL NT - 2.500 | $19,642 | $19,630 |
| PARKER-HANNIFIN CORP - 6.250% | $6,327 | $6,340 |
| PEPSI BOTTLING GRP INC GTD - 7 | $13,495 | $13,411 |
| PFIZER INC - 6.200% - 03/15/20 | $15,000 | $16,875 |
| PHILLIPS 66 - 5.875% - 05/01/2 | $5,898 | $5,036 |
| PNC FDG CORP - 5.625% - 02/01/ | $9,949 | $10,401 |
| PNC FUNDING CORP - 2.700% - 09 | $10,147 | $10,098 |
| PNC FUNDING CORP - 3.300% - 03 | $15,375 | $15,268 |
| PROCTER & GAMBLE CO DEB - 8.00 | $14,886 | $13,639 |
| PROGRESSIVE CORP - 3.750% - 08 | $20,807 | $21,091 |
| PRUDENTIAL FINL INC - 6.100% - | $10,081 | $10,595 |
| ROYAL BK OF CANADA - 2.300% - | $10,138 | $10,074 |
| SIMON PROPERTY GROUP INC - 2.7 | $19,173 | $19,521 |
| SUNTRUST BKS INC SR NT - 3.600 | $25,604 | $25,131 |
| SYSCO - 5.375% - 03/17/2019 | $17,212 | $16,404 |
| THERMO FISHER SCIENTIFIC INC - | $10,111 | $10,143 |
| TIME WARNER CO - 6.625% - 05/1 | $5,675 | $5,854 |
| TWENTY FIRST CENT - 8.500% - 0 | $4,798 | $6,497 |
| UNION PACIFIC CORP - 7.875% - | $12,151 | $11,589 |
| UNITED PARCEL SERVC - 6.200% - | $6,522 | $6,427 |
| UNITED TECHNOLOGIES CORP - 5.7 | $6,511 | $5,855 |
| UNITED TECHNOLOGIES CORP - 8.7 | $6,865 | $6,457 |
| UNITED TECHNOLOGIES CORP - 9.0 | $6,789 | $6,198 |
| VERIZON COMMUNICATIONS INC - 6 | $11,385 | $10,927 |
| VERIZON GLOBAL FDG CORP - 7.75 | $6,828 | $6,383 |
| VIRGINIA ELEC & PWR CO - 8.875 | $6,235 | $7,856 |
| WAL MART STORES INC - 6.500% - | $6,306 | $6,445 |
| WELLS FARGO - 2.625% - 12/15/2 | $20,378 | $20,280 |
| WELLS FARGO - 5.125% - 09/15/2 | $14,136 | $15,422 |
| WELLS FARGO - 5.625% - 12/11/2 | $16,935 | $16,093 |
| WISCONSIN PWR & LT CO - 6.375% | $6,996 | $6,375 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALEXION PHARMACEUTICALS, INC | $37,655 | $60,468 |
| ALPHABET INC CL C | $60,116 | $77,406 |
| AMAZON COM | $24,710 | $110,846 |
| AMERN AADV INTL EQ FD INTL CL | $510,171 | $431,836 |
| APPLE INC | $30,990 | $62,103 |
| ARM HOLDINGS PLC | $33,418 | $44,561 |
| BAIDU.COM - ADR | $42,668 | $35,350 |
| BIOGEN INC | $51,832 | $46,872 |
| BIOMARIN PHARMACEUTICAL INC | $23,071 | $19,485 |
| CELGENE CORP | $60,743 | $95,329 |
| DFA EMERGING MARKETS CORE EQ P | $1,113,200 | $869,745 |
| DFA INTERNATIONAL SMALL CO POR | $454,309 | $481,512 |
| DFA INTERNATIONAL VALUE PORTFO | $498,090 | $448,654 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,166,624 | $2,058,528 |
| DFA U.S. SMALL CAP VALUE PORTF | $808,821 | $835,270 |
| DOMINOS PIZZA INC | $22,891 | $23,363 |
| FACEBOOK INC | $70,993 | $180,957 |
| HOTCHKIS & WILEY HIGH YLD-I | $817,037 | $687,635 |
| ILLUMINA INC COM | $69,530 | $70,638 |
| ING FLOATING RATE FUND CLASS I | $369,500 | $346,823 |
| ISHARES RUSSELL 2000 GROWTH IN | $506,577 | $894,456 |
| LINKEDIN CORPORATION | $75,726 | $125,144 |
| MARKET VECTORS ISRAEL | $264,827 | $236,407 |
| MASTERCARD INC | $36,336 | $98,042 |
| MIDDLEBY CORPORATION (THE) | $36,489 | $46,492 |
| NETFLIX INC | $16,912 | $16,471 |
| NIKE INC-CL B | $35,637 | $34,500 |
| O'REILLY AUTOMOTIVE INC | $11,869 | $11,911 |
| PALO ALTO NETWORKS INC | $54,755 | $59,183 |
| PAYPAL HOLDINGS, INC | $36,250 | $34,245 |
| PIMCO EMERGING MARKETS FULL SP | $288,671 | $223,338 |
| PIMCO FD PAC INV MGMT FOREIGN | $281,615 | $241,246 |
| PRICELINE.COM INCORPORATED | $19,140 | $114,746 |
| REGENERON PHARMACEUTICALS, INC | $46,979 | $111,288 |
| RESTORATION HARDWARE | $22,677 | $18,194 |
| SALESFORCE.COM | $52,926 | $128,890 |
| SPLUNK INC | $32,901 | $42,931 |
| STARBUCKS CORP COM | $73,559 | $154,517 |
| TJX COMPANIES INC | $50,153 | $52,473 |
| TRANSDIGM GRP INC | $28,981 | $59,397 |
| TRIPADVISOR LLC | $40,385 | $37,766 |
| ULTA SALON, COSMETICS & FRAGRA | $83,856 | $95,645 |
| UNDER ARMOUR INC | $20,146 | $79,723 |
| VANGUARD 500 INDEX FUND ADM | $1,437,042 | $2,255,903 |
| VANGUARD INTL GROWTH FD ADMIRA | $925,521 | $929,973 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $421,324 |
| VISA INC | $35,400 | $126,251 |
| WALT DISNEY HOLDINGS CO | $52,247 | $60,001 |
| WORKDAY INC | $36,752 | $38,406 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $832,039 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $840,867 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $63,648 | $63,648 | |
| Bank Charges | $163 | $163 | |
| CREDIT CARD ANNUAL FEE | $165 | $165 | |
| State or Local Filing Fees | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest income from PRI | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $86,659 | Amt |
| Net Investment Income | $86,659 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $10,300 |
| 990-PF Extension for 2014 | $4,462 |