2024-04-11T13:05:09-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 590998866 The Shepard Broad Foundation Inc % Foundation Source SHEP 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Deborah Bussel President 8008391754 2024-04-08 true Deborah Bussel 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 31080599 X 0 X 1379 1379 789806 789806 451704 897187 451704 1242889 1242889 5000 5000 218800 104273 114527 14066 148 17269 17269 68291 68291 323426 104421 205087 1030187 1030187 1353613 104421 1235274 -110724 1138468 430139 364466 364466 23495496 23450445 30716133 23925635 23814911 31080599 0 0 X 23925635 23814911 23925635 23814911 23925635 23814911 23925635 -110724 23814911 23814911 Publicly-traded Securities 897187 445483 451704 451704 451704 15825 15825 15825 10500 0 10500 X 0 5325 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 203 REDWOOD SHORES PARKWAY STE 550 REDWOOD CITY CA 94065 Investment MGMT 104273 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 67000 Enid Mercado 4217 Westminster Road Sebring FL 33875 Administrative 56800 Bussel Philanthropy Associates LLC 1000 Venetian Way 802 Miami Beach FL 33139 Philanthropic 55000 28930654 249777 0 29180431 0 29180431 437706 28742725 1437136 1437136 15825 15825 1421311 1421311 1421311 1235274 0 0 0 0 1235274 1421311 2021 2020 2019 1235274 1235274 0 0 186037 0 0 NONE X ACUPUNCTURISTS WITHOUT BORDERS 3439 NE SANDY BLVD 304 PORTLAND OR 97232 N/A PC Relief work in the Middle East 2500 AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATIO 244 MADISON AVE STE 482 NEW YORK NY 10016 N/A PC Support for Displaced Families 2000 AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATIO 244 MADISON AVE STE 482 NEW YORK NY 10016 N/A PC General & Unrestricted 15000 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC 199 WATER ST 11TH FL NEW YORK NY 10038 N/A PC Student Scholarship fund at the Hebrew University of Jerusalem 5500 AMERICAN JEWISH COMMITTEE 165 E 56TH ST 6TH FL NEW YORK NY 10022 N/A PC 2023 Miami Annual Campaign 20000 BARRY UNIVERSITY INC 11300 NE 2ND AVE MIAMI SHORES FL 33161 N/A PC Opportunity Fund 20000 BENNING ACADEMY OF MUSIC FOUNDATION 5647 WILLIS AVE SHERMAN OAKS CA 91411 N/A PC Jean Aviado Rocha Fund 5000 BENNING ACADEMY OF MUSIC FOUNDATION 5647 WILLIS AVE SHERMAN OAKS CA 91411 N/A PC Support construction of five classrooms in the Ensenada Mexico School 15000 BENNING ACADEMY OF MUSIC FOUNDATION 5647 WILLIS AVE SHERMAN OAKS CA 91411 N/A PC General & Unrestricted 20000 BRIGID ALLIANCE INC PO BOX 58 NEW YORK NY 10024 N/A PC practical support and assistance to people seeking quality reproductive health care 15000 CAROLINA ABORTION FUND PO BOX 51534 DURHAM NC 27717 N/A PC General & Unrestricted 2500 CHILDRENS BEREAVEMENT CENTER INC 6619 S DIXIE HWY PMB 302 MIAMI FL 33143 N/A PC Extended Shiva Project 7500 CIRCLE OF HOPE HEALTH CARE SERVICES 712 H ST NE PMB 1825 WASHINGTON DC 20002 N/A PC In support of its center in Wyoming 15000 DKT INTERNATIONAL INC 1001 CONNECTICUT AVE NW STE 800 WASHINGTON DC 20036 N/A PC Women on Waves 20000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Trinity College Annual Fund 20000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC to fund the Ann B. Bussel Grant by The Ruth K. Broad Biomedical Research Foundation 25000 DURHAM-CHAPEL HILL JEWISH FEDERATION 1937 W CORNWALLIS ROAD DURHAM NC 27705 N/A PC the Building For Good Campaign 14300 DURHAM-CHAPEL HILL JEWISH FEDERATION 1937 W CORNWALLIS ROAD DURHAM NC 27705 N/A PC the Great Challah Bake 1000 DURHAM-CHAPEL HILL JEWISH FEDERATION 1937 W CORNWALLIS ROAD DURHAM NC 27705 N/A PC the Jewish Book Fair 1000 DURHAM-CHAPEL HILL JEWISH FEDERATION 1937 W CORNWALLIS ROAD DURHAM NC 27705 N/A PC the Jewish Film Festival 2500 ELEVATED ACCESS INC PO BOX 6806 CHAMPAIGN IL 61826 N/A PC for practical and logistical support it gives to people seeking reproductive health care as well as to the providers of that care 15000 FISHER HOUSE FOUNDATION INC 12300 TWINBROOK PKWY STE 410 ROCKVILLE MD 20852 N/A PC General & Unrestricted 1500 FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN 510 WALNUT ST STE 1250 PHILADELPHIA PA 19106 N/A PC General & Unrestricted 5000 FREEMAN CENTER FOR JEWISH LIFE AT DUKE UNIVERSITY 1415 FARBER ST DURHAM NC 27708 N/A PC General & Unrestricted 5000 FRIENDS OF GIVAT HAVIVA INC 500 FASHION AVE FL 8A NEW YORK NY 10018 N/A PC Infrastructure Planning, Design and Site Prep for Barbara Markel Gathering Space 27000 FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA 5630 WISCONSIN AVE APT 1601 CHEVY CHASE MD 20815 N/A PC General & Unrestricted 15000 FRIENDS OF WLRN INC 172 NE 15TH ST MIAMI FL 33132 N/A PC Detention by Design Podcast series 30000 GABLESTAGE INC 1200 ANASTASIA AVE STE 230 CORAL GABLES FL 33134 N/A PC The Shakespeare-in-the-Schools educational program collaboration with the Miami-Dade County Public Schools, especially Ruth K. Broad Bay Harbor K-8 Center 7500 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 N/A PC 2023 Annual Regular Campaign 13000 HENRY E HUNTINGTON LIBRARY & ART GALLERY 1151 OXFORD RD SAN MARINO CA 91108 N/A PC 2023 Huntington Fellows Program 2500 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 210 W CAMERON AVE CHAPEL HILL NC 27516 N/A PC General & Unrestricted 1000 ICIVICS INC 1035 CAMBRIDGE ST STE 1 CAMBRIDGE MA 02141 N/A PC General & Unrestricted 5000 INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTERLOCHEN MI 49643 N/A PC "Theatre Stuff" endowment Fund 1000 JAFCO CHILDRENS FOUNDATION INC 4200 N UNIVERSITY DR SUNRISE FL 33351 N/A PC Marge Flanz Alumni Circle Endowment Fund 5000 JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC 12000 BISCAYNE BLVD STE 303 NORTH MIAMI FL 33181 N/A PC for JCS refugee resettlement programs and operations 40000 JUDEA REFORM CONGREGATION 1933 W CORNWALLIS RD DURHAM NC 27705 N/A PC Tzedakah Box - Kibbutz Nir Oz 1500 LEO BAECK EDUCATION CENTER FOUNDATION 5603 S BRAESWOOD HOUSTON TX 77096 N/A PC Haifa Educational Programs 2500 LEO BAECK EDUCATION CENTER FOUNDATION 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 Hamas 10000 LIBERTY IN NORTH KOREA 115 PINE AVE STE 210 LONG BEACH CA 90802 N/A PC General & Unrestricted 500 LOOMIS INSTITUTE 4 BATCHELDER RD WINDSOR CT 06095 N/A PC 2023-24 Annual Fund 21000 LOOMIS INSTITUTE 4 BATCHELDER RD WINDSOR CT 06095 N/A PC Support of Refugee Students 50000 LOS ANGELES LAWYERS PHILHARMONIC 287 S ROBERTSON BLVD 499 BEVERLY HILLS CA 90211 N/A PC General & Unrestricted 5000 MEMPHIS CENTER FOR REPRODUCTIVE 1203 POPLAR AVE MEMPHIS TN 38104 N/A PC In support of its centers in Tennessee and Illinois 10000 MIAMI CITY BALLET INC 2200 LIBERTY AVE MIAMI BEACH FL 33139 N/A PC The support of educational program collaboration with the Miami-Dade County public schools, including Ruth K. Broad Bay Harbor K-8 Center 4000 MIAMI DADE COLLEGE FOUNDATION INC 300 NE 2ND AVE MIAMI FL 33132 N/A PC Miami Book Fair 30000 MUSEUM OF CONTEMPORARY ART INC 770 NE 125TH ST NORTH MIAMI FL 33161 N/A PC General & Unrestricted 15000 NATIONAL CENTER FOR FAMILY PHILANTHROPY INC 1667 K ST NW STE 550 WASHINGTON DC 20006 N/A PC General & Unrestricted 1500 NEW ISRAEL FUND 235 MONTGOMERY ST STE 920 SAN FRANCISCO CA 94104 N/A PC Stemming Intercommunal Violence Following Terror Attacks 15000 NEW WORLD SYMPHONY INC 500 17TH ST MIAMI BEACH FL 33139 N/A PC NWS Fellows mentoring program collaboration at the Miami-Dade County Public Schools, including Ruth K. Broad Bay Harbor K-8 Center 7500 NORTH CAROLINA MUSEUM OF ART FOUNDATION INC 2110 BLUE RIDGE RD RALEIGH NC 27607 N/A PC the Judaica Collection 1500 NORTH CAROLINA PUBLIC RADIO - W U N C 120 FRIDAY CENTER DR CHAPEL HILL NC 27517 N/A PC General & Unrestricted 500 OAKWOOD SCHOOL 11600 MAGNOLIA BLVD N HOLLYWOOD CA 91601 N/A PC General & Unrestricted 1000 P E F ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVE 15TH FLOOR NEW YORK NY 10017 N/A PC for the Lod Foundation to support cycling group in Ramat Eshkol 7500 PELICAN HARBOR SEABIRD STATION INC 1279 NE 79 ST CAUSEWAY MIAMI FL 33138 N/A PC General & Unrestricted 10000 PRO PUBLICA INC 155 AVE OF THE AMERICAS 13TH FL NEW YORK NY 10013 N/A PC General & Unrestricted 2500 PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER 1155 93RD ST BAY HARBOR ISLANDS FL 33154 N/A PC Stipends fund 3450 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 for 2023-24 1000 RANSOM EVERGLADES SCHOOL INC 3575 MAIN HWY MIAMI FL 33133 N/A PC R-E Annual Fund 500 RANSOM EVERGLADES SCHOOL INC 3575 MAIN HWY MIAMI FL 33133 N/A PC 2023-24 academic year Fund for RE 15000 REFUGEE ASSISTANCE ALLIANCE INC 1825 PONCE DE LEON BLVD 145 CORAL GABLES FL 33134 N/A PC Support the operations of Refugee Assistance Alliance 35000 RUTH K BROAD BAY HARBOR K-8 CENTER 1155 93RD ST BAY HARBOR ISLANDS FL 33154 N/A GOV Tutoring Program 20000 RUTH K BROAD BAY HARBOR K-8 CENTER 1155 93RD ST BAY HARBOR ISLANDS FL 33154 N/A GOV Ann B Bussel Teaching Fund Awards 7700 SCHOOL YEAR ABROAD INC 120 WATER ST NORTH ANDOVER MA 01845 N/A PC General & Unrestricted 2500 SCHWAB CHARITABLE FUND 211 MAIN ST SAN FRANCISCO CA 94105 N/A PC Daniel J. Bussel & Raquelle de la Rocha Donor Advised Fund 50000 SOUTH FLORIDA PBS INC 3401 S CONGRESS AVE BOYNTON BEACH FL 33426 N/A PC General & Unrestricted 2500 STANFORD LAW SCHOOL 559 NATHAN ABBOTT WAY STANFORD CA 94305 N/A PC Law Dean's Fund 2500 SYE INITIATIVE INC 5 TUDOR CITY PLAPT 1405 NEW YORK NY 10017 N/A PC General & Unrestricted 10000 SYRACUSE UNIVERSITY 640 SKYTOP RD FL 2 SYRACUSE NY 13244 N/A PC Ruth Kugel Broad Endowed Scholarship Fund 2500 TEMPLE BETH SHOLOM 4144 CHASE AVE MIAMI BEACH FL 33140 N/A PC To increase the endowment of the Broad Bussel Educational Enhancement Fund 75000 TEMPLE ISRAEL OF HOLLYWOOD 7300 HOLLYWOOD BLVD LOS ANGELES CA 90046 N/A PC General & Unrestricted 10000 THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC 25 W 45TH ST STE 1405 NEW YORK NY 10036 N/A PC General & Unrestricted 10000 THE DEBORAH PROJECT INC PO BOX 212 MERION STATION PA 19066 N/A PC General & Unrestricted 5000 THE FOUNTAINHEAD RESIDENCY INC 5600 N BAYSHORE DR MIAMI FL 33137 N/A PC General & Unrestricted 25000 THE LERNER JEWISH COMMUNITY DAY SCHOOL 1935 W CORNWALLIS RD DURHAM NC 27705 N/A PC Lerner Annual Fund 2200 THE REASON FOUNDATION 5737 MESMER AVE LOS ANGELES CA 90230 N/A PC General & Unrestricted 2500 THE UCLA FOUNDATION 405 HILGARD AVE LOS ANGELES CA 90095 N/A PC UCLA School of Law Dean's Fund 5000 THE UCLA FOUNDATION 405 HILGARD AVE LOS ANGELES CA 90095 N/A PC Charitable Event 1500 THE UCLA FOUNDATION 405 HILGARD AVE LOS ANGELES CA 90095 N/A PC UCLA School of Law - The Shepard Broad Scholarship Fund 20000 TIDES CENTER PO BOX 889385 LOS ANGELES CA 90088 N/A PC Lawyering Project at Abortion Defense Network 6000 TOWN OF BAY HARBOR ISLANDS 9665 BAY HARBOR TERRACE BAY HARBOR ISLANDS FL 33154 N/A GOV Documentation of Town of BHI's 75th Anniversary 10000 TOWN OF BAY HARBOR ISLANDS 9665 BAY HARBOR TERRACE BAY HARBOR ISLANDS FL 33154 N/A GOV Town Picnic 12500 TREEPEOPLE INC 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 N/A PC General & Unrestricted 2500 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe PO BOX 71332 PHILADELPHIA PA 19176 N/A PC College of Arts and Sciences 2500 UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 N/A PC General & Unrestricted 1500 UNIVERSITY OF MIAMI 4600 RICKENBACKER CAUSEWAY MIAMI FL 33149 N/A PC 2024 Sea Secrets Lecture Series 5000 WE COUNT INC PO BOX 344116 FLORIDA CITY FL 33034 N/A PC Sembrando Justicia Campaign 30000 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 N/A PC General & Unrestricted 1000 WOMENS EMERGENCY NETWORK INC PO BOX 566392 MIAMI FL 33256 N/A PC General & Unrestricted 2500 WOMENS FUND OF MIAMI-DADE INC 3109 GRAND AVE 176 MIAMI FL 33133 N/A PC To be used for Grant Distributions 10000 WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA 1902A LINCOLN BLVD 1338 SANTA MONICA CA 90405 N/A PC General & Unrestricted 15000 WORLD CENTRAL KITCHEN INCORPORATED 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 N/A PC General & Unrestricted 1500 YOUNG PATRONESSES OF THE OPERA INC PO BOX 347616 MAIMI FL 33234 N/A PC Support in-school opera performances and educational program collaborations with the Miami-Dade County Public Schools, including Ruth K. Broad Bay Harbor K-8 Center 4000 ZOO MIAMI FOUNDATION INC 12400 SW 152ND ST MIAMI FL 33177 N/A PC Teacher professional development and outreach education Migrant Program 18537 1030187 14 1379 14 789806 18 451704 1242889 1242889 false false false false false false false false false false Deborah Bussel 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, 2023, THE FOUNDATION PAID $55,000 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. ADOBE SYSTEMS, INC 27376 155713 ADVANCED MICRO DEVICES INC 70258 106135 ALIGN TECHNOLOGY, INC 37217 50142 AMAZON COM 53488 284584 APPLE INC 116984 169426 ASML HOLDING NV NY REG SHS 106636 114295 AVANTIS US SMALL CAP VALUE ETF 2175397 2645239 CADENCE DESIGN SYSTEMS INC 60093 72723 CHIPOTLE MEX GRILL 71597 125783 DEXCOM, INC 30363 106221 DFA EMERGING MARKETS CORE EQ P 1463215 1695643 DFA INTERNATIONAL SMALL CO POR 924309 992998 DFA INTERNATIONAL VALUE PORTFO 1488120 2157110 DFA U.S. LARGE CAP VALUE PORTF 2233670 4160425 DODGE & COX INCOME FUND 3401648 2983549 INSULET CORPORATION 71900 58585 INTUIT 58201 89379 INTUITIVE SURGICAL 66784 128534 ISHARES RUSSELL 2000 GROWTH IN 131417 420199 LULULEMON ATHLETICA INC 79515 118108 MARKET VECTORS ISRAEL 264827 287516 MARVELL TECHNOLOGY, INC 56407 57656 MASTERCARD INC 32882 246523 MEDPACE HOLDINGS, INC 34026 38316 MERCADOLIBRE, INC 45865 97435 META PLATFORMS INC 50466 55218 MICROSOFT CORP 75767 287671 NETFLIX INC 105980 96402 NVIDIA CORP 28369 286732 PALO ALTO NETWORKS INC 58765 99080 PIMCO EMERGING MARKETS FULL SP 1261070 1083642 PIMCO TOTAL RETURN FUND 3477285 2886594 SALESFORCE.COM 30563 166304 SCHWAB S P 500 INDEX FUND SELE 2199844 4123298 SERVICE NOW 63220 290367 SNOWFLAKE INC 28355 37412 THE BLACKSTONE GROUP INC CL A 84712 106438 THE TRADE DESK INC 39423 42456 TRACTOR SUPPLY CO COM 61384 82572 UBER 39514 53997 VANGAURD HIGH-YIELD CORPORATE 1772345 1658117 VANGUARD INTL GROWTH FD ADMIRA 620367 895745 VANGUARD SMALL CAP GROWTH INDE 299057 849254 VEEVA SYSTEMS INC 31664 101073 VISA INC 20100 151524 Administrative Fees 67000 67000 Digital Subscriptions 324 324 CREDIT CARD FEES 230 230 Office Supplies 676 676 State or Local Filing Fees 61 61 Administration of Foundation 56800 56800 Investment Management Services 104273 104273 Philanthropic Consulting Srvcs 55000 55000 ARCHIVAL SERVICES 2727 2727 990-PF Estimated Tax for 2023 10500 990-PF Excise Tax for 2022 3418 Foreign Tax Paid 148 148