SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-29
- IRS object ID
- 201522109349100717
- Schema version
- 2014v5.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-29T12:40:48-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 801 Brickell Ave | AddressLine1Txt |
| Address Line2 | Suite 2350 | AddressLine2Txt |
| 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 | 8008391754 | PhoneNum |
| Signature | 2015-07-27 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,183,497 | 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 | $2,116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $385,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $385,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $402,968 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,924,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $402,968 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,136,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $791,740 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $84,474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,474 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,760 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,442 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,442 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,166 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,166 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,797 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,395,464 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,395,464 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,564,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,463,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $572,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $707,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $633,828 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $522,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $522,838 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| US Government Obligations BOY | $902,467 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $862,233 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $894,960 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,797,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,438,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,811,414 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,626,965 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,759,432 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,804,285 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $150,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $150,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $150,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,160,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,732,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,183,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,160,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,732,616 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,160,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,732,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,160,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,732,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,160,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $572,167 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,732,616 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,732,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,924,566 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,521,598 | CostOrOtherBasisAmt |
| Gain Or Loss | $402,968 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $402,968 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $402,968 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,559,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,184,553 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102729 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,390,898 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,132,204 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105915 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,339,917 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,563,008 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.106656 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,447,991 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,332,112 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.127778 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,195,486 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,520,220 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.125573 | DistributionYr5Rt |
| Total Distribution | 0.568651 | TotalDistributionRt |
| Average Distribution | 0.11373 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,874,968 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,919,190 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,072 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,926,262 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,463,869 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,145 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,145 | SubtotalAmt |
| Tax Based On Investment Income | $14,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,036 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,462 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,498 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $353 | OverpaymentAmt |
| Applied To ES Tax | $353 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|
| Karen Berman | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir | 1.0 | $0 |
| Morris Broad | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir / Chairman | 1.0 | $0 |
| Ann B Bussel | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | VP / Dir | 1.0 | $0 |
| Daniel J Bussel | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir | 1.0 | $0 |
| Deborah Bussel | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir / Sec / Treas | 1.0 | $0 |
| John M Bussel | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Pres / Dir | 1.0 | $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 | |||||
| 400 S EL CAMINO REAL STE 800 | SAN MATEO | CA | 94402 | Investment Managemen | $84,474 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $62,571 |
| 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 | $16,405,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $676,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,131,947 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,131,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,874,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $843,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $843,748 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,145 | TotalTaxAmt |
| Distributable Before Adj | $829,603 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $829,603 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $829,603 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,463,869 | 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 | $1,463,869 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,463,869 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $829,603 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $724,111 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $886,305 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $719,784 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $742,094 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $815,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,887,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,463,869 | QualifyingDistributionsAmt |
| Applied To Current Year | $829,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $634,266 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,521,651 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $724,111 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,797,540 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $886,305 | ExcessFromYear4Amt |
| Excess From Year3 | $719,784 | ExcessFromYear3Amt |
| Excess From Year2 | $742,094 | ExcessFromYear2Amt |
| Excess From Year1 | $815,091 | ExcessFromYear1Amt |
| Excess From Current Year | $634,266 | 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 (134 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 FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| ONE BATTERY PARK PLZ 25TH FL | NEW YORK | NY | 10004 | N/A | PC | Scholarship Fund | $5,000 |
| AMERICAN HEBREW ACADEMY INC | |||||||
| 4334 HOBBS RD | GREENSBORO | NC | 27410 | N/A | PC | Scholarship Fund | $25,000 |
| AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF | |||||||
| 55 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | $20,000 |
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | |||||||
| 245 5TH AVE STE 2203 | NEW YORK | NY | 10016 | N/A | PC | Expectant Parenting Program | $25,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 3000 BISCAYNE BLVD STE 400 | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $3,500 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | General & Unrestricted | $10,000 |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | |||||||
| 701 SW 27TH AVE STE 800 | MIAMI | FL | 33135 | N/A | PC | General & Unrestricted | $2,500 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | |||||||
| 1 PENN PLZ | NEW YORK | NY | 10119 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | |||||||
| 1 PENN PLZ | NEW YORK | NY | 10119 | N/A | PC | Charitable Event | $10,000 |
| CAMP FIESTA INC | |||||||
| 2750 N E 183RD ST | NORTH MIAMI BEACH | FL | 33160 | N/A | PC | General & Unrestricted | $2,500 |
| CHARLEE OF DADE COUNTY INC | |||||||
| 155 S MIAMI AVE STE 700 | MIAMI | FL | 33130 | N/A | PC | Campers Fund | $550 |
| COMMUNITY FOOD DISTRIBUTION CENTER | |||||||
| 329 NE 166TH ST | MIAMI | FL | 33162 | N/A | PC | General & Unrestricted | $250 |
| CONVENT OF THE SACRED HEART OF MIAMI CARROLLTON SC | |||||||
| 3747 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | General & Unrestricted | $2,500 |
| CORAL GABLES MUSEUM CORPORATION | |||||||
| PO BOX 141687 | CORAL GABLES | FL | 33114 | N/A | PC | General & Unrestricted | $150 |
| CORAL GABLES MUSEUM CORPORATION | |||||||
| PO BOX 141687 | CORAL GABLES | FL | 33114 | N/A | PC | Exhibit Sponsorship Program | $1,000 |
| 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 | $15,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Ruth K. Broad Biomedical Research Foundation | $25,000 |
| 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 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Trinity College Annual Fund 2014-15 | $6,000 |
| DURANGO ARTS CENTER INC | |||||||
| 802 E 2ND AVE | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $1,000 |
| DURHAM ACADEMY INC | |||||||
| 3601 RIDGE RD | DURHAM | NC | 27705 | N/A | PC | Sheppy Vann Preschool Scholarship Fund | $10,000 |
| DURHAM ACADEMY INC | |||||||
| 3601 RIDGE RD | DURHAM | NC | 27705 | N/A | PC | Evergreen Campaign | $2,500 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | JCC Film Series | $5,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | The Shabbos Project | $1,200 |
| EASTER SEALS SOUTH FLORIDA INC | |||||||
| 1475 NW 14TH AVE | MIAMI | FL | 33125 | N/A | PC | Child Development Center | $4,000 |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | N/A | PC | Brick Replacement Program | $5,000 |
| 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 | Jewish Museum of Florida | $2,000 |
| 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 Fellowship Award Fund | $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 Fellowship Award Fund | $10,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | SIPA Lecture Series Program | $25,000 |
| 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 STE 300 | TALLAHASSEE | FL | 32310 | N/A | PC | Shepard Broad Foundation Scholarship Fund for International Studies | $2,000 |
| FREEDOM OF RELIGION FOR ISRAEL INC | |||||||
| 182 E 95TH ST APT 24G | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | |||||||
| 8177 W GLADES RD STE 208 | BOCA RATON | FL | 33434 | N/A | PC | General & Unrestricted | $10,000 |
| GABLESTAGE INC | |||||||
| 1200 ANASTESIA RD 230 | CORAL GABLES | FL | 33134 | N/A | PC | Educational Program with Miami-Dade County Public Schools | $3,000 |
| GAINESVILLE HILLEL INC | |||||||
| 2020 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | N/A | PC | General & Unrestricted | $1,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD FL 2 | MIAMI | FL | 33137 | N/A | PC | 2014 Annual Regular Campaign Fund | $20,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD FL 2 | MIAMI | FL | 33137 | N/A | PC | Maxine and Kenneth Schwartz Fund | $500 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD FL 2 | MIAMI | FL | 33137 | N/A | PC | Miami Beach Jewish Community Center Fund | $10,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD FL 2 | MIAMI | FL | 33137 | N/A | PC | Morris N. Broad Philanthropic Fund | $318,426 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD FL 2 | MIAMI | FL | 33137 | N/A | PC | 2014 Annual Regular Campaign Fund | $50,000 |
| GREEN MOUNTAIN COLLEGE | |||||||
| 1 BRENNAN CIR | POULTNEY | VT | 05764 | N/A | PC | General & Unrestricted | $5,000 |
| HEALTH INFORMATION PROJECT INC | |||||||
| 4601 PONCE DE LEON BLVD STE 300 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $2,500 |
| 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 2014/2015 school year Fund | $5,000 |
| HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION | |||||||
| PO BOX 140 | SALEM | NY | 12865 | N/A | PC | General & Unrestricted | $1,000 |
| ISLAND DOLPHIN CARE INC | |||||||
| 150 LORELANE PL | KEY LARGO | FL | 33037 | N/A | PC | General & Unrestricted | $2,000 |
| JAFCO CHILDRENS FOUNDATION INC | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | PC | Marge Flanz Alumni Circle Endowment Fund | $360 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE STE 703 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $30,000 |
| JEWISH LIFE | |||||||
| 16501 VENTURA BLVD STE 504 | ENCINO | CA | 91436 | N/A | PC | Pioneers of Israel, volume 2 | $10,000 |
| JEWISH WAR VETERANS OF THE UNITED STATES OF AMERIC | |||||||
| 1811 R ST NW | WASHINGTON | DC | 20009 | N/A | PC | Charitable Event | $3,000 |
| JEWISH WAR VETERANS OF THE UNITED STATES OF AMERIC | |||||||
| 1811 R ST NW | WASHINGTON | DC | 20009 | N/A | PC | Charitable Event | $1,000 |
| KIDS DREAMS INC | |||||||
| PO BOX 3947 | WEST PALM BCH | FL | 33402 | N/A | PC | Scholarship Programs Fund | $500 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 3555 TIMMONS LN STE 1400 | HOUSTON | TX | 77027 | N/A | PC | General & Unrestricted | $50,000 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 3555 TIMMONS LN STE 1400 | HOUSTON | TX | 77027 | N/A | PC | Mercaz Ruth Program and Beit Ligdol Tov Center | $30,000 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 3555 TIMMONS LN STE 1400 | HOUSTON | TX | 77027 | N/A | PC | Haifa Program | $2,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Endowment fund and Lecture Series Program | $30,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2014-15 Annual Fund | $10,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Student Travel and Study Abroad Fund | $5,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Student Travel and Study Abroad Program | $70,000 |
| LOS ANGELES LAWYERS PHILHARMONIC | |||||||
| 157 S FAIRFAX AVE | LOS ANGELES | CA | 90036 | N/A | PC | General & Unrestricted | $1,000 |
| MIAMI COUNTRY DAY SCHOOL INC | |||||||
| 601 NE 107TH ST | MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $1,500 |
| MIAMI JEWISH HEALTH SYSTEMS INC | |||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $500 |
| MIAMI JEWISH HEALTH SYSTEMS INC | |||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | N/A | PC | Hazel Cypen Tower Fund | $5,000 |
| MIAMI JEWISH HEALTH SYSTEMS INC | |||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | N/A | PC | Hazel Cypen Tower Fund | $1,000 |
| 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 | $5,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION INC | |||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $2,300 |
| MUSEUM OF SCIENCE INC | |||||||
| 3280 S MIAMI AVE | MIAMI | FL | 33129 | N/A | PC | Miami Dade County public school educational visits to the wildlife bird center for the 2014-15 school year | $500 |
| 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 2014-15 school year | $5,000 |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | |||||||
| ONE PARK AVE 17TH FL | NEW YORK | NY | 10016 | N/A | PC | Meydani Teledermatology Project | $10,000 |
| NOVA SOUTHEASTERN UNIVERSITY INC | |||||||
| 3301 COLLEGE AVE | DAVIE | FL | 33314 | N/A | PC | Law Dean's Professional Development Fund | $25,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | Story Center Capital Campaign | $5,000 |
| OLD FORT LOWELL NEIGHBORHOOD ASSOCIATION INC | |||||||
| 5230 E FORT LOWELL RD | TUCSON | AZ | 85712 | N/A | PC | San Pedro Chapel Project | $750 |
| OUR PRIDE ACADEMY INC | |||||||
| 10100 SW 107TH AVE | MIAMI | FL | 33176 | N/A | PC | Special Olympics Fund | $1,000 |
| OUTSIDE IN PRODUCTIONS | |||||||
| PO BOX 5714 | SANTA FE | NM | 87502 | N/A | PC | General & Unrestricted | $2,500 |
| 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 |
| PANCREATIC CANCER ACTION NETWORK INC | |||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BCH | CA | 90266 | N/A | PC | General & Unrestricted | $555 |
| PELICAN HARBOR SEABIRD STATION INC | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | 2014 annual grant for general operating expenses of the wildlife rehabilitation program | $500 |
| PTA FLORIDA CONGRESS | |||||||
| 4100 PRAIRIE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | North Beach Elementary | $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 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Bobcat pins for the Sterling Bobcat Community Services | $2,700 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $18,000 |
| SABRINA COHEN FOUNDATION FOR STEM CELL RESEARCH IN | |||||||
| 1800 SUNSET HARBOUR DR NO 2406 | MIAMI BEACH | FL | 33139 | N/A | PC | General & Unrestricted | $5,000 |
| SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | The Ann Broad Bussel Middle School Teaching Fund | $3,000 |
| SHAKE-A-LEG MIAMI INC | |||||||
| 2620 S BAYSHORE DR | MIAMI | FL | 33133 | N/A | PC | General & Unrestricted | $2,500 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | General & Unrestricted | $2,000 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | Annual 2014 grant for the High School Field Trip | $500 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | General & Unrestricted | $1,500 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | Scholarship Fund for the 2014/2015 school year | $1,500 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $200 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | N/A | PC | ASP Class of 1965 Scholarship | $1,000 |
| STANFORD LAW SCHOOL | |||||||
| CROWN QUADRANGLE 559 NATHAN ABBOTT | STANFORD | CA | 94305 | N/A | PC | O'Connor Fellowships Program | $5,000 |
| SUNDARI FOUNDATION INC | |||||||
| 1514 NW 2ND AVE APT 1 | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $5,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE STE 100 | SYRACUSE | NY | 13244 | N/A | PC | Ruth Kugel Broad Endowed Scholarship Fund 2014/2015 | $10,000 |
| 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 | Rabbi's 25th Anniversary Fund, in honor of Rabbi Gayle Pomerantz | $2,500 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | To support the annual programming costs to promote innovative and creative Jewish progamming in the Arts | $5,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $5,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | Building Fund | $25,000 |
| THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC - F | |||||||
| 18900 NE 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | N/A | PC | Kalansua Home Treatments Program | $30,000 |
| THE INSTITUTE FOR THE ADVANCEMENT OF EDUCATION IN | |||||||
| 171-06 76TH AVE | FLUSHING | NY | 11366 | N/A | PC | Scholarship Fund | $2,000 |
| THE MIAMI CLASSICAL GUITAR SOCIETY INC | |||||||
| 10630 S W 129TH AVE | MIAMI | FL | 33185 | N/A | PC | General & Unrestricted | $5,200 |
| THE MIAMI FOUNDATION INC - THE GOOD GOVERNMENT INI | |||||||
| 200 S BISCAYNE BLVD STE 505 | MIAMI | FL | 33131 | N/A | PC | The Good Government Initiative | $2,500 |
| THE MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IM | |||||||
| 601 SW 8TH AVE | MIAMI | FL | 33130 | N/A | PC | visual screenings at the Ruth K. Broad Bay Harbor K-8 Center and presciption eyeglasses for students | $6,000 |
| THE PAINTED TURTLE | |||||||
| 1300 4TH ST STE 300 | SANTA MONICA | CA | 90401 | N/A | PC | care and feeding of the pony "Ladybug" in the equine Program | $2,500 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Top 5 Rising Second Year Law Students Award Fund | $8,500 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | N/A | PC | Semel Institute's Longevity Center | $1,500 |
| 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 | $10,048 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Sundays with Shepard Program | $1,000 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Charitable Event | $5,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 601 FRANKLIN BLDG 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | N/A | PC | College of Arts and Sciences | $3,500 |
| 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 | For the University of Miami School of Education and Human Development for the student-teaching program in association with Breakthrough Miami | $25,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | University of Miami Health System's Physical Medicine and Rehabilitation Residency | $10,000 |
| UNIVERSITY OF MIAMI - SYLVESTER COMPREHENSIVE CANC | |||||||
| PO BOX 016960 | MIAMI | FL | 33101 | N/A | PC | Michael S. Gordon Center for Research and Medical Education | $1,000 |
| UNIVERSITY OF MIAMI - SYLVESTER COMPREHENSIVE CANC | |||||||
| PO BOX 016960 | MIAMI | FL | 33101 | N/A | PC | Spine Institute | $5,000 |
| UNIVERSITY OF MIAMI - SYLVESTER COMPREHENSIVE CANC | |||||||
| PO BOX 016960 | MIAMI | FL | 33101 | N/A | PC | Sylvester Cancer Center | $500 |
| UNIVERSITY OF MIAMI - UNIV OF MIAMI TISSUE BANK | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF VERMONT | |||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | N/A | PC | Holocaust Studies Program | $500 |
| V-DAY | |||||||
| 111 E 14TH ST 188 | NEW YORK | NY | 10003 | N/A | PC | OBR Miami including the 2014 workshop and panel relating to Eve Ensler's September 2014 visit to Miami | $2,000 |
| VOICES UNITED INC | |||||||
| 285 W ENID DR | KEY BISCAYNE | FL | 33149 | N/A | PC | workshops for drama school students at Ruth K. Broad Bay Harbor School | $2,275 |
| WOMENS FUND OF MIAMI-DADE INC | |||||||
| 3001 PONCE DE LEON BLVD STE 264 | CORAL GABLES | FL | 33134 | N/A | PC | The Super Market Media Project | $5,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | The Yale Class of 1970 45th Reunion Gift and School of Management Annual Fund | $5,000 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | General & Unrestricted | $5,000 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | performances at Ruth K. Broad Bay Harbor K-8 Center for the 2013-14 School Year | $1,500 |
| ZOOLOGICAL SOCIETY OF FLORIDA | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | To support programming at RKBBH School K-8 for the 2014-15 School year | $3,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,395,464 | 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 | $2,116 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $385,156 | 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 | $402,968 | 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 | 01 | ExclusionCd |
| Exclusion | $1,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $791,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $791,740 | 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 | c/o John M Bussel 801 Brickel Ave | 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 (101 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7TH JUBILEE FIX 10Y-3.70%-12/0 | $149,999 | $149,999 |
| ACE INA HLDG INC - 5.600% - 05 | $15,392 | $15,265 |
| ACE INA HLDG INC DEB - 8.875% | $6,610 | $7,462 |
| AFLAC INC - 8.500% - 05/15/201 | $10,471 | $12,513 |
| ALTRIA GROUP INC - 9.250% - 08 | $6,383 | $6,425 |
| ALTRIA GROUP INC GTD NT - 4.75 | $11,049 | $11,062 |
| AMER EXP - 5.500% - 09/12/2016 | $10,019 | $10,733 |
| AMERICAN EXPRESS CO - 7.000% - | $11,742 | $11,557 |
| AMERITECH CAP FUNDING CORP - 6 | $10,418 | $12,114 |
| AMGEN INC - 4.100% - 06/15/202 | $16,052 | $16,087 |
| APPLE - 3.850% - 05/04/2043 | $5,060 | $5,003 |
| ARCHER DANIELS - 7.500% - 03/1 | $12,608 | $13,431 |
| AVALON BAY - 5.700% - 03/15/20 | $17,589 | $16,358 |
| BANC OF AMER COMM CL A4 - 5.35 | $13,181 | $13,951 |
| BANK OF NEW YORK MELLON - 5.45 | $10,002 | $11,315 |
| BANK OF NOVA SCOTIA - 3.400% - | $25,962 | $25,039 |
| BANK OF NOVA SCOTIA SR NT - 0. | $10,039 | $10,018 |
| BB&T CORP - 5.200% - 12/23/201 | $19,138 | $20,801 |
| BECTON DCKNSN - 7.000% - 08/01 | $11,959 | $12,952 |
| BERKSHIRE HATHAWAY - 3.000% - | $9,952 | $10,107 |
| BERKSHIRE HATHAWAY FIN CORP - | $21,501 | $22,378 |
| BESTFOODS MTS - 6.625% - 04/15 | $11,562 | $13,266 |
| BLACKROCK INC - 5.000% - 12/10 | $10,639 | $11,306 |
| BOEING CO - 7.250% - 06/15/202 | $12,597 | $13,287 |
| BP CAPITAL MARKETS - 3.875% - | $26,090 | $25,160 |
| BURLINGTON NORTHN SANTA - 6.15 | $4,810 | $6,536 |
| CAMPBELL SOUP - 8.875% - 05/01 | $12,851 | $12,891 |
| CAPITAL ONE FINL CORP - 2.150% | $25,362 | $25,075 |
| CATERPILLAR - 6.625% - 07/15/2 | $11,712 | $13,078 |
| CHUBB - 6.600% - 08/15/2018 | $16,698 | $17,085 |
| CINTAS CORP NO - 4.300% - 06/0 | $15,955 | $16,218 |
| CITIGROUP INC - 6.010% - 01/15 | $31,091 | $30,043 |
| CLOROX CO DEL SR NT - 5.950% - | $16,697 | $16,735 |
| CME GROUP INC - 3.000% - 09/15 | $15,062 | $15,258 |
| COCA COLA CO NT - 1.500% - 11/ | $20,220 | $20,186 |
| COMCAST CORPORA - 9.455% - 11/ | $15,439 | $14,376 |
| CONOCOPHILLIPS - 5.750% - 02/0 | $16,563 | $17,052 |
| DEERE & CO DEB - 8.100% - 05/1 | $13,311 | $15,237 |
| DEVON ENERGY CORP NOTE - 6.300 | $10,094 | $11,401 |
| DOVER - 6.650% - 06/01/2028 | $11,846 | $13,157 |
| DU PONT E I DE NEMOURS - 6.000 | $21,277 | $22,777 |
| EATON CORP - 5.600% - 05/15/20 | $14,897 | $16,646 |
| EQUITABLE COS - 7.000% - 04/01 | $11,698 | $12,563 |
| FIFTH THIRD BANCORP - 2.300% - | $15,053 | $14,998 |
| FLORIDA POWER CORP - 5.800% - | $10,036 | $11,182 |
| GE - 5.250% - 12/06/2017 | $10,591 | $11,095 |
| GE CAP - 4.978% - 05/10/2043 | $14,107 | $13,604 |
| GE CAP CORP - 5.500% - 01/08/2 | $5,530 | $5,729 |
| GE CAP CORP MTN BE FR - 6.750% | $5,667 | $6,829 |
| GOLDMAN SACHS GROUP NTS - 7.50 | $30,653 | $29,697 |
| GOLDMAN SACHS GRP INC - 6.000% | $5,077 | $5,761 |
| HALLIBURTON COMPANY - 6.700% - | $4,997 | $6,466 |
| HARTFORD FINL SVC GRP NT - 6.3 | $9,249 | $11,309 |
| HERSHEY - 4.850% - 08/15/2015 | $14,439 | $15,414 |
| HOME DEPOT INC SR NT - 4.400% | $5,678 | $5,539 |
| INTERNATIONAL BUSINESS MACHS - | $26,502 | $25,600 |
| ISRAELI 3RD 10YR - 5.00% - 06/ | $99,999 | $99,999 |
| ISRAELI 3RD JUBILEE 10 YR BD - | $99,999 | $99,999 |
| ISRAELI 4TH JUBILEE 10 YR BD - | $149,999 | $149,999 |
| JPMORGAN CHASE & CO - 4.350% - | $5,003 | $5,430 |
| JPMORGAN CHASE & CO SR NT - 4. | $15,219 | $16,116 |
| KELLOGG CO - 4.000% - 12/15/20 | $15,910 | $16,071 |
| KEYCORP SER I - 5.100% - 03/24 | $10,786 | $11,286 |
| KRAFT FOODS INC - 6.125% - 08/ | $9,822 | $11,365 |
| LB-UBS COML MTG REMIC - 5.156% | $27,511 | $25,049 |
| LINCOLN NATIONAL CORP - 8.750% | $12,180 | $12,553 |
| LOCKHEED MARTIN CORP - 4.850% | $9,920 | $11,252 |
| MARKEL CORP SR NT - 5.350% - 0 | $10,064 | $11,241 |
| MCDONALD'S CORP - 5.350% - 03/ | $5,016 | $5,556 |
| MERRILL LYNCH MTN BE - 6.400% | $15,661 | $16,713 |
| METLIFE INC NT - 5.000% - 06/1 | $31,167 | $30,584 |
| MORGAN STANLEY - 5.375% - 10/1 | $20,456 | $20,687 |
| MORGAN STANLEY - 6.625% - 04/0 | $5,457 | $5,697 |
| NEW AMERICA HOLDINGS - 8.500% | $4,798 | $6,651 |
| PARKER-HANNIFIN CORP- 6.250% - | $6,327 | $6,729 |
| PEPSI BOTTLING GRP INC GTD - 7 | $13,495 | $13,798 |
| PFIZER INC - 6.200% - 03/15/20 | $15,000 | $17,461 |
| PHILLIPS 66 - 5.875% - 05/01/2 | $5,898 | $5,774 |
| PNC FDG CORP - 5.625% - 02/01/ | $9,949 | $10,796 |
| PNC FUNDING CORP - 3.300% - 03 | $15,375 | $15,336 |
| PNC FUNDING CORP - 5.250% - 11 | $10,363 | $10,359 |
| PNC FUNDING CORP SR NT - 3.625 | $10,290 | $10,029 |
| PROCTER & GAMBLE CO DEB - 8.00 | $14,886 | $14,173 |
| PROGRESSIVE CORP - 3.750% - 08 | $20,807 | $21,442 |
| PRUDENTIAL FINL INC - 6.100% - | $10,081 | $11,055 |
| SYSCO - 5.375% - 03/17/2019 | $17,212 | $16,982 |
| THERMO FISHER SCIENTIFIC INC - | $10,111 | $10,314 |
| TIME WARNER CO - 6.625% - 05/1 | $5,675 | $6,285 |
| UNION PACIFIC CORP - 7.875% - | $12,151 | $12,054 |
| UNITED PARCEL SERVC - 6.200% - | $6,522 | $6,640 |
| UNITED TECHNOLOGIES CORP - 9.0 | $6,789 | $6,481 |
| US BANK TR NAT - 4.800% - 04/1 | $14,382 | $15,178 |
| UTX - 8.750% - 03/01/2021 | $6,865 | $6,830 |
| VERIZON COMMUNICATIONS INC - 6 | $11,385 | $11,317 |
| VERIZON GLOBAL FDG CORP - 7.75 | $6,828 | $6,932 |
| VIRGINIA ELEC & PWR CO - 8.875 | $6,235 | $8,375 |
| WAL MART STORES INC - 6.500% - | $6,306 | $6,852 |
| WELLS FARGO & CO - 1.500% - 07 | $20,290 | $20,098 |
| WELLS FARGO - 5.1250% - 09/15/ | $14,136 | $16,001 |
| WELLS FARGO - 5.625% - 12/11/2 | $16,935 | $16,685 |
| WISCONSIN PWR & LT CO - 6.375% | $6,996 | $6,935 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALEXION PHARMACEUTICALS, INC. | $21,609 | $44,407 |
| AMAZON COM | $11,173 | $48,104 |
| AMERN AADV INTL EQ FD INTL CL | $510,171 | $450,441 |
| APPLE INC. | $29,278 | $68,767 |
| ARM HOLDINGS PLC | $47,500 | $75,469 |
| BAIDU.COM - ADR | $46,775 | $46,734 |
| BE AEROSPACE, INC. | $8,931 | $33,478 |
| BIOGEN IDEC INC | $30,689 | $35,982 |
| CELGENE CORP | $63,972 | $94,410 |
| CHIPOTLE MEX GRILL | $42,659 | $70,505 |
| CUMMINS INC | $43,636 | $56,947 |
| DFA EMERGING MARKETS VALUE POR | $446,022 | $447,767 |
| DFA INTERNATIONAL SMALL CO POR | $410,309 | $432,530 |
| DFA INTERNATIONAL VALUE PORTFO | $434,090 | $432,728 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,091,623 | $2,197,717 |
| DFA U.S. SMALL CAP VALUE PORTF | $808,821 | $957,999 |
| EATON VANCE STRUCTURED EMERGIN | $465,900 | $448,950 |
| FACEBOOK INC | $86,467 | $173,595 |
| FIREEYE INC | $32,023 | $12,948 |
| GILEAD SCIENCES INC | $52,380 | $100,858 |
| GOOGLE INC CL A | $34,867 | $30,778 |
| GOOGLE INC CL C | $65,674 | $58,430 |
| HOTCHKIS & WILEY HIGH YLD-I | $674,037 | $629,645 |
| ILLUMINA INC COM | $47,627 | $47,068 |
| ING FLOATING RATE FUND CLASS I | $369,500 | $359,402 |
| ISHARES RUSSELL 2000 GROWTH IN | $506,577 | $914,364 |
| KLX INC | $3,269 | $11,880 |
| LAS VEGAS SANDS CORP | $49,130 | $54,089 |
| LINKEDIN CORPORATION | $59,906 | $122,895 |
| MASTERCARD INC | $38,706 | $95,207 |
| MICHAEL KORS HOLDINGS LIMITED | $52,449 | $63,084 |
| MIDDLEBY CORPORATION (THE) | $20,008 | $28,244 |
| MONSANTO CO | $43,281 | $48,983 |
| PHARMACYCLICS INC | $35,826 | $47,681 |
| PIMCO EMERGING MARKETS FULL SP | $248,671 | $223,484 |
| PIMCO FD PAC INV MGMT FOREIGN | $524,810 | $479,569 |
| PRICELINE.COM INCORPORATED | $21,267 | $114,021 |
| REGENERON PHARMACEUTICALS, INC | $36,571 | $78,768 |
| SALESFORCE.COM | $31,171 | $83,449 |
| SPLUNK INC | $36,701 | $48,575 |
| STARBUCKS CORP COM | $78,511 | $114,050 |
| TRANSDIGM GRP INC | $21,787 | $47,124 |
| TRIPADVISOR LLC | $44,033 | $36,434 |
| TWITTER INC | $32,883 | $26,221 |
| UNDER ARMOUR INC | $22,331 | $74,690 |
| VANGUARD 500 INDEX FUND ADM | $1,362,042 | $2,200,101 |
| VANGUARD INTL GROWTH FD ADMIRA | $884,521 | $910,133 |
| VANGUARD SMALL CAP GROWTH INDE | $298,958 | $436,318 |
| VISA INC | $23,069 | $103,569 |
| WALT DISNEY HOLDINGS CO. | $44,644 | $48,508 |
| WORKDAY INC | $41,258 | $44,314 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $862,233 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $894,960 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN REC - TZEDEC ECONOMIC DEV | Desc |
| EOY Book Value | $150,000 | EOYBookValueAmt |
| EOYFMV | $150,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $62,571 | $62,571 | |
| Bank Charges | $41 | $41 | |
| MEMBERSHIP 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 | $1,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $84,474 | Amt |
| Net Investment Income | $84,474 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $9,700 |
| 990-PF Extension for 2013 | $6,060 |