2026-04-24T10:48:40-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 590998866 The Shepard Broad Foundation Inc % Foundation Source SHEP 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Deborah Bussel President 8008391754 2026-04-15 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 37025131 X 0 X 5212 5212 1074133 1074133 2264076 4813757 2264076 3343421 3343421 5000 5000 239180 124380 114800 5 43169 69 27323 27323 12103 12103 448 448 64671 64671 391899 124449 224345 1138560 1138560 1530459 124449 1362905 1812962 3218972 0 573789 509714 509714 23077352 24754389 36014940 300000 500000 500477 23951141 25764103 37025131 0 0 X 23951141 25764103 23951141 25764103 23951141 25764103 23951141 1812962 25764103 25764103 Publicly-traded Securities 4813757 2549681 2264076 2264076 2264076 44744 44744 44744 41719 0 41719 X 0 3025 0 false false false false false false false true true FL true false false false true true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Karen Berman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 2500 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 2500 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 TEAM HEWINS LLC 950 TOWER LANE STE 1050 FOSTER CITY CA 944044251 Investment Mgmt 124380 Foundation Source 55 Walls Drive STE 302 Fairfield CT 06824 Administrative 63000 Bussel Philanthropy Associates LLC 1000 Venetian Way 802 Miami Beach FL 33139 Philanthropic 59000 Enid Mercado Vega 4217 Westminster Road Sebring FL 33875 Philanthropic 55800 34830040 660582 0 35490622 0 35490622 532359 34958263 1747913 1747913 44744 44744 1703169 1703169 1703169 1362905 0 0 0 0 1362905 1703169 593788 2023 2022 2021 1362905 593788 769117 0 0 934052 0 0 NONE X Amer Frds of the Heb U 199 WATER ST 11TH FL NEW YORK NY 10038 N/A PC scholarships 6000 AJC 165 E 56TH ST 6TH FL NEW YORK NY 10022 N/A PC General Support 25000 AI Justice 6355 NW 36TH ST STE 2201 MIAMI FL 33166 N/A PC General Support 10000 A E Kelly Ed Fdn 1809 FAISON RD DURHAM NC 27705 N/A PC Scholarships 1800 Arts Bal tht of FL Inc 15939 BISCAYNE BLVD AVENTURA FL 33160 N/A PC aftercare outreach program at RKBBH K-8 Center. 2500 Barry U 11300 NE 2ND AVE MIAMI SHORES FL 33161 N/A PC Opportunity Scholarship Fund 20000 Barry U 11300 NE 2ND AVE MIAMI SHORES FL 33161 N/A PC Scholarships 15000 Benning Acad Mus Fdn 5647 WILLIS AVE SHERMAN OAKS CA 91411 N/A PC Mexican Music Academies 5000 Branches Inc 11500 NW 12TH AVE MIAMI FL 33168 N/A PC ID program 50000 Brigid All Inc PO BOX 58 NEW YORK NY 10024 N/A PC General Support 7000 Brigid All Inc PO BOX 58 NEW YORK NY 10024 N/A PC General Support 18000 Car Ab Fd PO BOX 51534 DURHAM NC 27717 N/A PC General Support 2500 Ctr for the Adv of Jwh Ed Inc 4200 BISCAYNE BLVD MIAMI FL 33137 N/A PC General Support 3000 Child Ber Ctr Inc 6619 S DIXIE HWY 302 MIAMI FL 33143 N/A PC Extended Shiva Project 10000 COMMONSENSE CHILDBIRTH INC 213 S DILLARD ST STE 340 WINTER GARDEN FL 34787 N/A PC General Support 2500 DKT Int Inc 1001 CONNECTICUT AVE NW STE 800 WASHINGTON DC 20036 N/A PC Women on Waves 17000 DKT Int Inc 1001 CONNECTICUT AVE NW STE 800 WASHINGTON DC 20036 N/A PC Women on Waves 8000 Don Adv Char Giv PO BOX 2430 OMAHA NE 68103 N/A PC Funding Daniel J. 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(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. ISRAEL 12TH JUBILEE DLR 5.040% 100000 100090 ISRAEL 12TH JUBILEE DLR 5.160% 100000 100091 ISRAEL 12TH JUBILEE DLR 5.400% 100000 100104 ISRAELI MINISTRY 4.97% 28 DLR 100000 100084 ISRAELI MINISTRY 5.41% 30 DLR 100000 100108 ADVANCED MICRO DEVICES INC 52356 111363 ALPHABET INC CL C 81613 102613 AMAZON COM 72778 312069 AMERICAN FUNDS EMERGING MARKET 973030 1011266 AMPHENOL CORPORATION 48819 53651 ARISTA NETWORKS 75309 92638 AVANTIS US SMALL CAP VALUE ETF 1776607 2453333 AXON ENTERPRISE 29518 29532 BROADCOM INC 47146 40494 CADENCE DESIGN SYSTEMS INC 73962 87522 COINBASE GLOBAL 69451 44776 CREDO TECHNOLOGY GROUP HOLDLIN 64633 54103 CROWDSTRIKE HOLDINGS, INC 83421 118596 DEXCOM, INC 39321 47654 DFA EMERGING MARKETS CORE EQ P 1341870 2025727 DFA INTERNATIONAL SMALL CO POR 1069815 1478491 DFA INTERNATIONAL VALUE PORTFO 1171503 2565955 DFA U.S. LARGE CAP VALUE PORTF 1967468 4310540 DODGE & COX INCOME FUND 4420924 4106709 ELI LILLY & CO 48285 60182 HOWMET AEROSPACE ORD SHS 51453 51665 INSULET CORPORATION 51928 55427 INTUIT 42807 68892 INTUITIVE SURGICAL 49162 156882 ISHARES RUSSELL 2000 GROWTH IN 131417 538135 MARKET VECTORS ISRAEL 264827 483375 MASTERCARD INC 27001 239770 MERCADOLIBRE, INC 59481 108770 META PLATFORMS INC 200469 254135 MICROSOFT CORP 56487 270827 NETFLIX INC 74088 132202 NVIDIA CORP 9025 343533 ORACLE CORP 80619 65295 PALANTIR TECHNOLOGIES INC 11843 77321 PALO ALTO NETWORKS INC 44330 89890 PIMCO TOTAL RETURN FUND 4582839 4122560 ROBINHOOD 64915 89575 SCHWAB S P 500 INDEX FUND SELE 1611890 4349621 SERVICE NOW 49658 219062 SHOPIFY INC 94617 144229 UBER 65694 85877 VANGAURD HIGH-YIELD CORPORATE 1463310 1436585 VANGUARD GOVT BOND ETF INTERME 800115 830031 VANGUARD INTL GROWTH FD ADMIRA 1020382 1442938 VANGUARD SMALL CAP GROWTH INDE 299057 1046359 VEEVA SYSTEMS INC 22531 84827 VISA INC 16615 119943 Administrative Fees 63000 63000 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 Administration of Foundation 55800 55800 Investment Management Services 124380 124380 Philanthropic Consulting Srvcs 59000 59000 990-PF Estimated Tax for 2025 41700 990-PF Extension for 2024 1400 Foreign Tax Paid 69 69