SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-24
- IRS object ID
- 202621149349101202
- Schema version
- 2025v4.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-24T10:48:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590998866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shepard Broad Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Bussel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-15 | 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 | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,025,131 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,212 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,212 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,074,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,074,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,264,076 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,813,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,264,076 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,343,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,343,421 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $239,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $114,800 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $43,169 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $69 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $27,323 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $27,323 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,103 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,103 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $448 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $448 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,671 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $64,671 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $391,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $224,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,138,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,138,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,530,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,362,905 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,812,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,218,972 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $573,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $509,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $509,714 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,077,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,754,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,014,940 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $300,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $500,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $500,477 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $23,951,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,764,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,025,131 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,951,141 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,764,103 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,951,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,764,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,951,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,764,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,951,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,812,962 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,764,103 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,764,103 | 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 | $4,813,757 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,549,681 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,264,076 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,264,076 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,264,076 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,744 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44,744 | SubtotalAmt |
| Tax Based On Investment Income | $44,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,719 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $41,719 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,025 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Karen Berman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $2,500 | $0 | $0 |
| Ann B Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Chairperson | 1.0 | $0 | $0 | $0 |
| Daniel J Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $2,500 | $0 | $0 |
| Deborah Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 10.0 | $0 | $0 | $0 |
| John M Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TEAM HEWINS LLC | |||||
| 950 TOWER LANE STE 1050 | FOSTER CITY | CA | 944044251 | Investment Mgmt | $124,380 |
| Foundation Source | |||||
| 55 Walls Drive STE 302 | Fairfield | CT | 06824 | Administrative | $63,000 |
| Bussel Philanthropy Associates LLC | |||||
| 1000 Venetian Way 802 | Miami Beach | FL | 33139 | Philanthropic | $59,000 |
| Enid Mercado Vega | |||||
| 4217 Westminster Road | Sebring | FL | 33875 | Philanthropic | $55,800 |
| 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 | $34,830,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $660,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,490,622 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,490,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $532,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,958,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,747,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,747,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,744 | TotalTaxAmt |
| Distributable Before Adj | $1,703,169 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,703,169 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,703,169 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,362,905 | 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 | $1,362,905 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,703,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $593,788 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $1,362,905 | QualifyingDistributionsAmt |
| Applied To Year1 | $593,788 | AppliedToYear1Amt |
| Applied To Current Year | $769,117 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $934,052 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amer Frds of the Heb U | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | scholarships | $6,000 |
| AJC | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | General Support | $25,000 |
| AI Justice | |||||||
| 6355 NW 36TH ST STE 2201 | MIAMI | FL | 33166 | N/A | PC | General Support | $10,000 |
| A E Kelly Ed Fdn | |||||||
| 1809 FAISON RD | DURHAM | NC | 27705 | N/A | PC | Scholarships | $1,800 |
| Arts Bal tht of FL Inc | |||||||
| 15939 BISCAYNE BLVD | AVENTURA | FL | 33160 | N/A | PC | aftercare outreach program at RKBBH K-8 Center. | $2,500 |
| Barry U | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Opportunity Scholarship Fund | $20,000 |
| Barry U | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | Scholarships | $15,000 |
| Benning Acad Mus Fdn | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | Mexican Music Academies | $5,000 |
| Branches Inc | |||||||
| 11500 NW 12TH AVE | MIAMI | FL | 33168 | N/A | PC | ID program | $50,000 |
| Brigid All Inc | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | General Support | $7,000 |
| Brigid All Inc | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | General Support | $18,000 |
| Car Ab Fd | |||||||
| PO BOX 51534 | DURHAM | NC | 27717 | N/A | PC | General Support | $2,500 |
| Ctr for the Adv of Jwh Ed Inc | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | General Support | $3,000 |
| Child Ber Ctr Inc | |||||||
| 6619 S DIXIE HWY 302 | MIAMI | FL | 33143 | N/A | PC | Extended Shiva Project | $10,000 |
| COMMONSENSE CHILDBIRTH INC | |||||||
| 213 S DILLARD ST STE 340 | WINTER GARDEN | FL | 34787 | N/A | PC | General Support | $2,500 |
| DKT Int Inc | |||||||
| 1001 CONNECTICUT AVE NW STE 800 | WASHINGTON | DC | 20036 | N/A | PC | Women on Waves | $17,000 |
| DKT Int Inc | |||||||
| 1001 CONNECTICUT AVE NW STE 800 | WASHINGTON | DC | 20036 | N/A | PC | Women on Waves | $8,000 |
| Don Adv Char Giv | |||||||
| PO BOX 2430 | OMAHA | NE | 68103 | N/A | PC | Funding Daniel J. Bussel & Raquelle de la Rocha Do Donor Advised Fund Acct No. 4235-4523 | $35,000 |
| Don Adv Char Giv | |||||||
| PO BOX 2430 | OMAHA | NE | 68103 | N/A | PC | Funding Daniel J. Bussel & Raquelle de la Rocha Do The Ruth K. Broad Biomedical Research Foundation | $8,000 |
| Duke U | |||||||
| BOX 90581 | DURHAM | NC | 27708 | N/A | PC | to fund the Ann B. Bussel Grant to be awarded by T Sherwood, Duke University Department of Biology | $25,000 |
| Duke U | |||||||
| BOX 90581 | DURHAM | NC | 27708 | N/A | PC | For the work being conducted by Dr. Nina Sherwood, Duke University Department of Biology | $5,000 |
| Duke U | |||||||
| BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Trinity College Annual Fund | $20,000 |
| Dur-Chp Hill Jwh Fed | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | Lerner School Annual Fund | $1,000 |
| Dur-Chp Hill Jwh Fed | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | the Jewish Book Fair | $1,000 |
| Dur-Chp Hill Jwh Fed | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | the Jewish Film Festival | $2,500 |
| Dur-Chp Hill Jwh Fed | |||||||
| 1937 W CORNWALLIS ROAD | DURHAM | NC | 27705 | N/A | PC | The Great Challah Bake (Shabbat Fund) | $1,000 |
| Elev Acc Inc | |||||||
| PO BOX 6806 | CHAMPAIGN | IL | 61826 | N/A | PC | General Support | $20,000 |
| Elev Acc Inc | |||||||
| PO BOX 6806 | CHAMPAIGN | IL | 61826 | N/A | PC | General Support | $5,000 |
| Enl Lat NC | |||||||
| 1053 E WHITAKER MILL RD STE 115 | KNIGHTDALE | NC | 27604 | N/A | PC | General Support | $5,000 |
| Exch for Chg | |||||||
| 2103 CORAL WAY 2ND FL | MIAMI | FL | 33145 | N/A | PC | General Support | $3,600 |
| Fisher Hs Fdn Inc | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General Support | $1,500 |
| Fdn for Ind Rts and Exp Inc | |||||||
| PO BOX 40128 | PHILADELPHIA | PA | 19106 | N/A | PC | General Support | $5,000 |
| Duke U | |||||||
| 1415 FARBER ST | DURHAM | NC | 27708 | N/A | PC | General Support | $5,000 |
| Frds of Danl Ctr | |||||||
| 5630 WISCONSIN AVE APT 1601 | CHEVY CHASE | MD | 20815 | N/A | PC | General Support | $2,500 |
| Gablestage Inc | |||||||
| 1200 ANASTASIA AVE STE 230 | CORAL GABLES | FL | 33134 | N/A | PC | Education Programs | $10,000 |
| Henry E Huntington Lib & Art Gly | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | General Support | $5,000 |
| Henry E Huntington Lib & Art Gly | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | 2026 Fellows Program | $3,000 |
| Hillel the Fdn for Jwh Camp Life | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | 2026 Fact Finding Journey (Perspectives Trip) for UCLA Student Leaders and Israel Learning Fellowships | $15,000 |
| Hillel the Fdn for Jwh Camp Life | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | 2026 Fact Finding Journey (Perspectives Trip) for UCLA Student Leaders and Israel Learning Fellowships | $25,000 |
| ICIVICS Inc | |||||||
| 1035 CAMBRIDGE ST STE 1 | CAMBRIDGE | MA | 02141 | N/A | PC | Sandra Day O'Connor Educator Award | $10,000 |
| ICIVICS Inc | |||||||
| 1035 CAMBRIDGE ST STE 1 | CAMBRIDGE | MA | 02141 | N/A | PC | General Support | $5,000 |
| JAFCO Child Fdn Inc | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | PC | Marge Flanz Alumni Circle Endowment Fund | $5,000 |
| JCS S FL | |||||||
| 12000 BISCAYNE BLVD STE 303 | NORTH MIAMI | FL | 33181 | N/A | PC | Case Management | $40,000 |
| JCS S FL | |||||||
| 12000 BISCAYNE BLVD STE 303 | NORTH MIAMI | FL | 33181 | N/A | PC | CEO Discretionary Funds | $10,000 |
| Jwh Fac Resil Grp | |||||||
| 9440 SANTA MONICA BLVD STE 301 | BEVERLY HILLS | CA | 90210 | N/A | PC | General Support | $3,000 |
| Jud Ref Cong | |||||||
| 1933 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | RRIJ Fund | $10,000 |
| Leo Baeck Ed Ctr Fdn | |||||||
| 5603 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | PC | Emergency expenses and relief efforts at Haifa resulting from the state of war between Israel and Iran | $10,000 |
| Leo Baeck Ed Ctr Fdn | |||||||
| 5603 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | PC | Haifa Educational Programs | $2,500 |
| Link Glo | |||||||
| 115 PINE AVE STE 210 | LONG BEACH | CA | 90802 | N/A | PC | General Support | $500 |
| Loomis Inst | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Scholarship | $50,000 |
| Loomis Inst | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2025-26 Annual Fund | $22,000 |
| LA FD Fdn | |||||||
| 1700 STADIUM WAY STE 100 | LOS ANGELES | CA | 90012 | N/A | PC | Equipment | $2,500 |
| LA Lawyers Phil | |||||||
| 10535 WILSHIRE BLVD APT 509 | LOS ANGELES | CA | 90024 | N/A | PC | General Support | $5,000 |
| LA Phil Assoc | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | General Support | $1,500 |
| Mem Ctr Repro | |||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | Unrestricted Operating | $10,000 |
| Mem Ctr Repro | |||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | Unrestricted Operating | $10,000 |
| Mia Cty Ballet Inc | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | Explore Dance Residency program at Ruth K. Broad Bay Harbor K-8 Center | $5,000 |
| Mia Dade Col Fdn Inc | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | Museum of Art & Design: Publication; Distribution of Freedom Tower Broadsheet; Immigrant Archive Project | $20,000 |
| Mia Dade Col Fdn Inc | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | Book Fair | $15,000 |
| Mia Dade Col Fdn Inc | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | Book Fair | $6,000 |
| Mia Dade Col Fdn Inc | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | Book Fair | $4,000 |
| Mus Cont Art Inc | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | N/A | PC | General Support | $5,000 |
| Mus Cont Art Inc | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | N/A | PC | General Support | $20,000 |
| NCFP | |||||||
| 1667 K ST NW STE 550 | WASHINGTON | DC | 20006 | N/A | PC | General Support | $1,500 |
| NCJW | |||||||
| 2055 L ST NW | WASHINGTON | DC | 20036 | N/A | PC | Rabbi Zfund | $2,500 |
| NIF | |||||||
| 254 W 31ST ST FL 3 | NEW YORK | NY | 10001 | N/A | PC | Outreach | $15,000 |
| New Wld Sym Inc | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | Music Lab | $7,500 |
| NC Mus Art Fdn Inc | |||||||
| 2110 BLUE RIDGE RD | RALEIGH | NC | 27607 | N/A | PC | Judaica Collection | $1,500 |
| Oakwood Sch | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | General Support | $1,500 |
| Pelican Hbr Seabird Sta Inc | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | In support of wildlife program | $5,000 |
| Pro Pub Inc | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General Support | $2,500 |
| Ruth K Br Bay Hbr K-8 Ctr | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | ABB Teaching Awards | $3,750 |
| Ruth K Br Bay Hbr K-8 Ctr | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Teaching Prize | $2,500 |
| Fulford Elem Sch PTA | |||||||
| 16140 NE 18TH AVE | N MIAMI BEACH | FL | 33162 | N/A | PC | Teaching Prize | $2,250 |
| Rnsm Evgld Sch Inc | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $15,000 |
| Reed Inst | |||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 97202 | N/A | PC | General Support | $1,000 |
| Ref Asst Ally Inc | |||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | General Support | $25,000 |
| Ref Asst Ally Inc | |||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | Job Skills Development | $10,000 |
| Ref Asst Ally Inc | |||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | Employment Growth | $20,000 |
| Ref Asst Ally Inc | |||||||
| 1825 PONCE DE LEON BLVD 145 | CORAL GABLES | FL | 33134 | N/A | PC | Employment Growth | $20,000 |
| Regt UCLA - RIV | |||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | N/A | PC | BioMedical Research | $5,000 |
| REPRO TLC | |||||||
| PO BOX 310 | BERWYN | IL | 60402 | N/A | PC | Medical training | $7,500 |
| REPRO TLC | |||||||
| PO BOX 310 | BERWYN | IL | 60402 | N/A | PC | Medical training | $7,500 |
| Ruth K Br Bay Hbr K-8 Ctr | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Ann Bussel Teaching Award Grants | $20,660 |
| Ruth K Br Bay Hbr K-8 Ctr | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | In support of the Tutoring Program during this 2025-26 school year | $20,000 |
| SYA | |||||||
| 120 WATER ST STE 310 | NORTH ANDOVER | MA | 01845 | N/A | PC | SYA Fund | $2,500 |
| So FL PBS Inc | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | N/A | PC | General Support | $2,500 |
| So FL PMG Inc | |||||||
| PO BOX 019731 | MIAMI | FL | 33101 | N/A | PC | Impact Fund | $40,000 |
| SW Org Proj | |||||||
| 211 10TH ST SW | ALBUQUERQUE | NM | 87102 | N/A | PC | Unrestricted Operating | $2,500 |
| SW Org Proj | |||||||
| 211 10TH ST SW | ALBUQUERQUE | NM | 87102 | N/A | PC | Unrestricted Operating | $2,500 |
| SYE INIT Inc | |||||||
| 5 TUDOR CITY PL APT 1405 | NEW YORK | NY | 10017 | N/A | PC | Unrestricted Operating | $20,000 |
| Syr U | |||||||
| 640 SKYTOP RD FL 2 | SYRACUSE | NY | 13244 | N/A | PC | Ruth Kugel Broad Endowed Scholarship Fund | $3,000 |
| Tmpl Isr H-wood | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General Support | $10,000 |
| Deborah Prj Inc | |||||||
| PO BOX 212 | MERION STATION | PA | 19066 | N/A | PC | General Support | $3,500 |
| The Fountainhead Res Inc | |||||||
| 5600 N BAYSHORE DR | MIAMI | FL | 33137 | N/A | PC | General Support | $10,000 |
| Rsn Fdn | |||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 90230 | N/A | PC | General Support | $2,500 |
| The UCLA Fdn | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA School of Law - The Shepard Broad Scholarship Fund (30559C) | $20,000 |
| Twn Bay Hbr Isl | |||||||
| 1030 95TH ST TRAILER 2 | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Town Picnic | $12,500 |
| Treepeople Inc | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General Support | $2,500 |
| U Mia | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | Lecture Series | $6,000 |
| UNC - Chapel Hill | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | UNC Hillel | $1,000 |
| We Ct Inc | |||||||
| PO BOX 344116 | FLORIDA CITY | FL | 33034 | N/A | PC | Sembrando Justicia Campaign | $30,000 |
| We Ct Inc | |||||||
| PO BOX 344116 | FLORIDA CITY | FL | 33034 | N/A | PC | General Support | $10,000 |
| Wikimedia Fdn Inc | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General Support | $1,000 |
| Wmns Emer Net Inc | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | General Support | $5,000 |
| Wmns Fd Mia-Dade Inc | |||||||
| 3692 GRAND AVE 176 | MIAMI | FL | 33133 | N/A | PC | Grantmaking Fund | $20,000 |
| Wmns Repro Rgtd Asst Prj | |||||||
| 1902A LINCOLN BLVD 1338 | SANTA MONICA | CA | 90405 | N/A | PC | General Support | $5,000 |
| Wmns Repro Rgtd Asst Prj | |||||||
| 1902A LINCOLN BLVD 1338 | SANTA MONICA | CA | 90405 | N/A | PC | General Support | $10,000 |
| Yale U | |||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | N/A | PC | SOM Alumni Fund | $10,000 |
| Yng Ptrns Opera Inc | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | In School performances | $5,000 |
| Zoo MIA Fdn Inc | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | Education Outreach | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,138,560 | 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 | $5,212 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,074,133 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,264,076 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,343,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,343,421 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Bussel | PersonNm |
| Short Explanation | *DEBORAH BUSSEL, PRESIDENT AND DIRECTOR OF THE SHEPARD BROAD FOUNDATION, INC. (THE "FOUNDATION"), IS A PRINCIPAL AT THE PHILANTHROPIC CONSULTING FIRM OF BUSSEL PHILANTHROPY ASSOCIATES LLC, A DISQUALIFIED PERSON WHICH PROVIDES PHILANTHROPIC CONSULTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2025, THE FOUNDATION PAID $59,000 FOR PHILANTHROPIC CONSULTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH PHILANTHROPIC CONSULTING FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL 12TH JUBILEE DLR 5.040% | $100,000 | $100,090 |
| ISRAEL 12TH JUBILEE DLR 5.160% | $100,000 | $100,091 |
| ISRAEL 12TH JUBILEE DLR 5.400% | $100,000 | $100,104 |
| ISRAELI MINISTRY 4.97% 28 DLR | $100,000 | $100,084 |
| ISRAELI MINISTRY 5.41% 30 DLR | $100,000 | $100,108 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $52,356 | $111,363 |
| ALPHABET INC CL C | $81,613 | $102,613 |
| AMAZON COM | $72,778 | $312,069 |
| AMERICAN FUNDS EMERGING MARKET | $973,030 | $1,011,266 |
| AMPHENOL CORPORATION | $48,819 | $53,651 |
| ARISTA NETWORKS | $75,309 | $92,638 |
| AVANTIS US SMALL CAP VALUE ETF | $1,776,607 | $2,453,333 |
| AXON ENTERPRISE | $29,518 | $29,532 |
| BROADCOM INC | $47,146 | $40,494 |
| CADENCE DESIGN SYSTEMS INC | $73,962 | $87,522 |
| COINBASE GLOBAL | $69,451 | $44,776 |
| CREDO TECHNOLOGY GROUP HOLDLIN | $64,633 | $54,103 |
| CROWDSTRIKE HOLDINGS, INC | $83,421 | $118,596 |
| DEXCOM, INC | $39,321 | $47,654 |
| DFA EMERGING MARKETS CORE EQ P | $1,341,870 | $2,025,727 |
| DFA INTERNATIONAL SMALL CO POR | $1,069,815 | $1,478,491 |
| DFA INTERNATIONAL VALUE PORTFO | $1,171,503 | $2,565,955 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,967,468 | $4,310,540 |
| DODGE & COX INCOME FUND | $4,420,924 | $4,106,709 |
| ELI LILLY & CO | $48,285 | $60,182 |
| HOWMET AEROSPACE ORD SHS | $51,453 | $51,665 |
| INSULET CORPORATION | $51,928 | $55,427 |
| INTUIT | $42,807 | $68,892 |
| INTUITIVE SURGICAL | $49,162 | $156,882 |
| ISHARES RUSSELL 2000 GROWTH IN | $131,417 | $538,135 |
| MARKET VECTORS ISRAEL | $264,827 | $483,375 |
| MASTERCARD INC | $27,001 | $239,770 |
| MERCADOLIBRE, INC | $59,481 | $108,770 |
| META PLATFORMS INC | $200,469 | $254,135 |
| MICROSOFT CORP | $56,487 | $270,827 |
| NETFLIX INC | $74,088 | $132,202 |
| NVIDIA CORP | $9,025 | $343,533 |
| ORACLE CORP | $80,619 | $65,295 |
| PALANTIR TECHNOLOGIES INC | $11,843 | $77,321 |
| PALO ALTO NETWORKS INC | $44,330 | $89,890 |
| PIMCO TOTAL RETURN FUND | $4,582,839 | $4,122,560 |
| ROBINHOOD | $64,915 | $89,575 |
| SCHWAB S P 500 INDEX FUND SELE | $1,611,890 | $4,349,621 |
| SERVICE NOW | $49,658 | $219,062 |
| SHOPIFY INC | $94,617 | $144,229 |
| UBER | $65,694 | $85,877 |
| VANGAURD HIGH-YIELD CORPORATE | $1,463,310 | $1,436,585 |
| VANGUARD GOVT BOND ETF INTERME | $800,115 | $830,031 |
| VANGUARD INTL GROWTH FD ADMIRA | $1,020,382 | $1,442,938 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $1,046,359 |
| VEEVA SYSTEMS INC | $22,531 | $84,827 |
| VISA INC | $16,615 | $119,943 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $63,000 | $63,000 |
| Digital Subscriptions | $752 | $752 |
| CREDIT CARD FEES | $185 | $185 |
| Office Supplies | $63 | $63 |
| State or Local Filing Fees | $61 | $61 |
| Website Hosting/Support | $187 | $187 |
| PROPERTY MAINTENANCE | $423 | $423 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $55,800 | $55,800 | |
| Investment Management Services | $124,380 | $124,380 | |
| Philanthropic Consulting Srvcs | $59,000 | $59,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $41,700 | |
| 990-PF Extension for 2024 | $1,400 | |
| Foreign Tax Paid | $69 | $69 |