SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-05
- IRS object ID
- 201912489349100311
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-05T13:14:52-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-08-29 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520192485000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-09-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,638,042 | 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 | $1,344,771 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,262 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,262 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $410,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $410,068 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,745,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $407,784 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $227 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $227 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,188,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $843,341 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $185,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $76,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,704 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,846 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,846 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,880 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,880 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $75 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $75 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,642 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,629 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $330,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $176,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $646,062 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $646,062 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $976,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $822,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,211,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $734,428 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,835,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,988,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,988,300 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,234 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,234 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,234 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,056,058 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,050,108 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,049,108 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,670,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,819,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,888,276 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,855,741 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,769,183 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,710,124 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,417,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,629,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,638,042 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $17,417,861 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,629,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,417,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,629,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,417,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,629,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,417,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,211,203 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,629,064 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,629,064 | 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 | $1,745,189 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,337,405 | CostOrOtherBasisAmt |
| Gain Or Loss | $407,784 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $407,784 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,784 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,391,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,707,651 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070591 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,382,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,047,984 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081095 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,458,177 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,088,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085331 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,463,869 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,874,968 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086748 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,559,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,184,553 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.102729 | DistributionYr5Rt |
| Total Distribution | 0.426494 | TotalDistributionRt |
| Average Distribution | 0.085299 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,713,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,852,177 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,344 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,859,521 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $822,292 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,689 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,689 | SubtotalAmt |
| Tax Based On Investment Income | $14,689 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,218 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,550 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,768 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $79 | OverpaymentAmt |
| Applied To ES Tax | $79 | 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 | false | 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 | $7,500 | $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 | $7,500 | $0 | $0 |
| Deborah Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 10.0 | $0 | $0 | $0 |
| John M Bussel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hewins Financial Advisors | |||||
| 203 REDWOOD SHORES PARKWAY STE 550 | REDWOOD CITY | CA | 94065 | Investment Mgmt | $108,900 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $71,918 |
| 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 | $19,866,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,177,690 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,044,609 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,044,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $330,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,713,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,085,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,085,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,689 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,689 | TotalTaxAmt |
| Distributable Before Adj | $1,071,008 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,071,008 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,071,008 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $822,292 | 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 | $822,292 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $822,292 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,071,008 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $815,091 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $634,266 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $467,495 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $542,552 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $457,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,917,179 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $822,292 | QualifyingDistributionsAmt |
| Applied To Current Year | $822,292 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $248,716 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $248,716 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,668,463 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $566,375 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,102,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $634,266 | ExcessFromYear4Amt |
| Excess From Year3 | $467,495 | ExcessFromYear3Amt |
| Excess From Year2 | $542,552 | ExcessFromYear2Amt |
| Excess From Year1 | $457,775 | ExcessFromYear1Amt |
| 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 (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S | |||||||
| 633 3RD AVE 20TH FL | NEW YORK | NY | 10017 | N/A | PC | Arrow Young Researchers Program | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | Shepard Broad Fellows Program | $2,500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | Shepard Broad Foundation ACCESS Fellowship Program | $10,000 |
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | |||||||
| 80 BROAD ST STE 2102 | NEW YORK | NY | 10004 | N/A | PC | The Interdisciplinary Clinical Center at University of Haifa in support of its Early Intervention Program for Children, Parents and Caregivers | $30,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 3000 BISCAYNE BLVD STE 400 | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $2,500 |
| BARRY UNIVERSITY INC | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | General & Unrestricted | $10,000 |
| BENNING ACADEMY OF MUSIC FOUNDATION | |||||||
| 5647 WILLIS AVE | SHERMAN OAKS | CA | 91411 | N/A | PC | General & Unrestricted | $5,000 |
| CHABAD OF DURHAM INC | |||||||
| 1109 ENGLEWOOD AVE | DURHAM | NC | 27701 | N/A | PC | Student Programs | $1,800 |
| CHORDOMA FOUNDATION | |||||||
| 2520 MERIDIAN PKWY STE 480 | DURHAM | NC | 27713 | N/A | PC | General & Unrestricted | $500 |
| CORAL GABLES MUSEUM CORPORATION | |||||||
| 285 ARAGON AVE | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $150 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90600 | DURHAM | NC | 27708 | N/A | PC | Ruth K. Broad Biomedical Research Foundation's lecture seminar on neurobiology and disease | $20,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Jewish Life at Duke Annual Fund | $10,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Trinity College Annual Fund | $10,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | film series Project | $2,200 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Shabbos Project | $700 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Retire the Debt Campaign | $30,000 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | The Shabbos Project | $750 |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | N/A | PC | Hurricane Irma Recovery Fund | $5,000 |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | N/A | PC | Fairchild Challenge at RKBBH K-8 Center for the 2018/2019 school year | $5,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | General & Unrestricted | $7,500 |
| FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA | |||||||
| 4108 LELAND ST | CHEVY CHASE | MD | 20815 | N/A | PC | General & Unrestricted | $5,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | 2018 Annual Campaign | $50,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Annual Campaign 2018 | $25,500 |
| HEALTH INFORMATION PROJECT INC | |||||||
| 4601 PONCE DE LEON BLVD STE 300 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $10,000 |
| HEARING RESEARCH INSTITUTE INC | |||||||
| 7000 SW 62ND AVE STE 210 | SOUTH MIAMI | FL | 33143 | N/A | PC | for conducting hearing tests of students at Ruth K. Broad Bay Harbor K-8 Center | $2,500 |
| HENRY E HUNTINGTON LIBRARY & ART GALLERY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | N/A | PC | General & Unrestricted | $2,500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | Charitable Event | $2,500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | Rabbi Chaim Seidler-Feller Institute for Jewish Learning Initiative | $5,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 1201 BRICKELL AVE STE 310 | MIAMI | FL | 33131 | N/A | PC | Charitable Event | $1,000 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $3,000 |
| JAFCO CHILDRENS FOUNDATION INC | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | PC | Summer Camp Fund 2018 | $250 |
| JEWISH FEDERATION OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | PC | University of Chicago Hillel Program | $500 |
| JEWISH WAR VETERANS OF THE UNITED STATES OF AMERIC | |||||||
| 1811 R ST NW NO 1100 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $108 |
| JUDEA REFORM CONGREGATION | |||||||
| 1933 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Framing Our Future Campaign | $6,900 |
| KESHER LD INC | |||||||
| 18900 NE 25TH AVE | MIAMI | FL | 33180 | N/A | PC | Scholarship Fund for the 2018 school year | $250 |
| KIDS DREAMS INC | |||||||
| 1760 N JOG RD STE 150 | WEST PALM BCH | FL | 33411 | N/A | PC | 2018 Scholarship Fund | $500 |
| LIBERTY IN NORTH KOREA | |||||||
| 236 E 3RD ST STE 210 | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $1,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | for the Endowment for Travel and Study Abroad Program and 2018 financial aid budget for Loomis sponsored student travel | $15,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2018-19 Annual Fund | $13,000 |
| LOS ANGELES LAWYERS PHILHARMONIC | |||||||
| 287 S ROBERTSON BLVD | BEVERLY HILLS | CA | 90211 | N/A | PC | General & Unrestricted | $5,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $3,500 |
| MID-SOUTH PEACE AND JUSTICE CENTER | |||||||
| 3573 SOUTHERN AVE | MEMPHIS | TN | 38111 | N/A | PC | general support for Musicians United for Bristol Bay | $1,800 |
| 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 2018 school year | $5,000 |
| NORTH BROWARD HOSPITAL DISTRICT CHARITABLE FOUNDAT | |||||||
| 1201 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | N/A | SO I | renovations at Broward Health Children's Hospital fund | $10,000 |
| NORTH CAROLINA MUSEUM OF ART FOUNDATION INC | |||||||
| 4630 MAIL SERVICE CTR | RALEIGH | NC | 27699 | N/A | PC | Judaic Art Fund | $5,000 |
| NORTH CAROLINA PUBLIC RADIO - W U N C | |||||||
| 120 FRIDAY CENTER DR | CHAPEL HILL | NC | 27517 | N/A | PC | General & Unrestricted | $600 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | General & Unrestricted | $2,000 |
| PELICAN HARBOR SEABIRD STATION INC | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | General & Unrestricted | $500 |
| PRO PUBLICA INC | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $3,500 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | for the 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 | Annual Summer Tutorial Program | $10,304 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | for stipends for the members of the Shepard Broad Foundation Partnership Review Committee | $3,450 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $5,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $10,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Dan Leslie Bowden Endowment for the Humanities | $10,000 |
| REPAIRERS OF THE BREACH INC | |||||||
| PO BOX 1638 | GOLDSBORO | NC | 27533 | N/A | PC | REV. DR. WILLIAM J. BARBER II DISCRETIONARY FUND | $3,600 |
| RUTH K BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | GOV | Saturday Tutoring for 180 students | $20,000 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | 2018 Annual Grant for the Granville High School Field Trip | $500 |
| SOUTH FLORIDA PBS INC | |||||||
| 14901 NE 20TH AVE | NORTH MIAMI | FL | 33181 | N/A | PC | South Florida Program | $10,000 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | scholarship needs Fund | $2,000 |
| SYRACUSE UNIVERSITY | |||||||
| 640 SKYTOP RD FL 2 | SYRACUSE | NY | 13244 | N/A | PC | Ruth Kugel Broad Endowed Scholarship Fund | $10,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $2,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $12,500 |
| THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC - F | |||||||
| 18900 NE 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | N/A | PC | fund advocacy efforts for the Dual Diagnosis Clinic | $30,000 |
| THE LERNER JEWISH COMMUNITY DAY SCHOOL | |||||||
| 1935 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Annual Fund | $2,200 |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | The Diane W. Camber Exhibition Fund | $2,100 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | UCLA School of Law Dean's Fund | $1,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Zolt Chair Funds | $10,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | N/A | PC | Scholarship Funds | $12,000 |
| THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | Israel Religious Action Center | $500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | College of Arts & Sciences | $2,500 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | Dean of the College's Parent & Family Council Initiative | $15,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | support internships for research and outplacement purposes | $20,000 |
| UNIVERSITY OF FLORIDA | |||||||
| PO BOX 113201 | GAINESVILLE | FL | 32611 | N/A | GOV | TO COVER COST OF STUDENTS AND FACULTY FROM RUTH K. BROAD BAY HARBOR K-8 CENTER TO ATTEND THE JUNIOR SCIENCE, ENGINEERING, AND HUMANITIES SYMPOSIUM | $6,000 |
| UNIVERSITY OF FLORIDA | |||||||
| PO BOX 113201 | GAINESVILLE | FL | 32611 | N/A | GOV | TO SUPPORT THE LAB OF DR. EDWARD PHELPS IN THE J. CRAYTON PRUITT FAMILY DEPARTMENT OF BIO MEDICAL ENGINEERING | $1,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1500 NW 12TH AVE STE 1020E | MIAMI | FL | 33136 | N/A | PC | Spine Institute Division | $10,000 |
| UNIVERSITY OF MIAMI | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | 2019 Sea Secrets Lecture Series | $5,000 |
| UNIVERSITY OF MIAMI - BASCOM PALMER EYE INSTITUTE | |||||||
| 900 NW 17TH ST STE 6 | MIAMI | FL | 33136 | N/A | PC | Hodapp Cohen Family Fellowship for training in the treatment of childhood Glaucoma at the Balkin Center | $10,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | Hillel Program | $1,000 |
| URBANPROMISE MIAMI INC | |||||||
| 985 NW 1ST ST | MIAMI | FL | 33128 | N/A | PC | Teen Design Team Project | $17,500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| WOMENS FUND OF MIAMI-DADE INC | |||||||
| 1330 SW 22ND ST STE 208 | MIAMI | FL | 33145 | N/A | PC | Marketing and Polling Research Project | $2,500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 392289 | PITTSBURGH | PA | 15251 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 392289 | PITTSBURGH | PA | 15251 | N/A | PC | Hurricane Florence Relief Fund | $2,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale College Alumni Fund | $1,800 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale School of Management Alumni Fund | $3,600 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | Charitable Event | $5,000 |
| ZOO MIAMI FOUNDATION INC | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | To present programs to 4th and 7th grade students at Ruth K. Broad Bay Harbor K-8 Center | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $646,062 | 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 | $25,262 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $410,068 | 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 | $407,784 | 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 | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $843,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $843,341 | 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 | 4400 BISCAYNE BLVD SUITE 514 | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,344,571 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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, 2018, THE FOUNDATION PAID $36,000 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 (111 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7TH JUBILEE FIX 10Y - 3.700% - | $149,999 | $150,001 |
| 9TH JUBILEE FIX 5Y - 2.560% - | $99,999 | $100,000 |
| ACE INA HLDG INC DEB - 8.875% | $6,610 | $7,067 |
| AFLAC INC - 3.625% - 11/15/202 | $16,276 | $14,988 |
| ALTRIA GROUP INC - 9.250% - 08 | $6,383 | $5,168 |
| ALTRIA GROUP INC GTD NT - 4.75 | $11,049 | $10,201 |
| AMERICAN EXPRESS CREDIT MTN - | $15,102 | $14,840 |
| AMGEN INC - 4.100% - 06/15/202 | $16,052 | $15,284 |
| ANHEUSER BUSCH - 6.800% - 08/2 | $13,364 | $11,921 |
| APACHE CORP - 5.100% - 09/01/2 | $4,998 | $4,491 |
| APPLE - 3.850% - 05/04/2043 | $5,060 | $4,747 |
| ARCHER DANIELS - 7.500% - 03/1 | $12,608 | $12,637 |
| ARCHER DANIELS MIDLAND - 2.500 | $9,299 | $9,163 |
| AT&T - 4.250% - 03/01/2027 | $10,251 | $9,786 |
| AVALONBAY COMMUNITIES - 3.500% | $24,939 | $24,850 |
| BANK AMER CORP FR - 3.300% - 0 | $10,293 | $9,849 |
| BANK AMER FDG CORP SR NT - 7.6 | $34,282 | $30,554 |
| BANK OF NEW YORK MELLON - 5.45 | $10,002 | $10,094 |
| BANK OF NOVA SCOTIA SR GLBL NT | $30,042 | $29,882 |
| BECTON DCKNSN - 7.000% - 08/01 | $11,959 | $11,361 |
| BERKSHIRE HATHAWAY - 3.000% - | $9,952 | $9,909 |
| BERKSHIRE HATHAWAY FIN CORP - | $16,839 | $15,410 |
| BESTFOODS MTS - 6.625% - 04/15 | $11,562 | $12,047 |
| BLACKROCK INC - 5.000% - 12/10 | $10,639 | $10,179 |
| BOEING CO - 7.250% - 06/15/202 | $12,597 | $12,106 |
| BOSTON PROPERTIES LP - 3.650% | $10,072 | $9,680 |
| BP PLC SPONSORED ADR - 2.750% | $19,529 | $19,345 |
| BRISTOL MYERS - 5.875% - 11/15 | $6,471 | $5,910 |
| BURLINGTON NORTHN SANTA - 6.15 | $4,810 | $6,091 |
| BYN MELLON - 3.250% - 05/16/20 | $19,300 | $19,304 |
| CAMPBELL SOUP - 8.875% - 05/01 | $12,851 | $11,063 |
| CAPITAL ONE FINL CORP - 4.750% | $32,367 | $30,750 |
| CATERPILLAR - 6.625% - 07/15/2 | $11,712 | $12,156 |
| CHUBB CORP DEB - 6.800% - 11/1 | $6,753 | $6,382 |
| CINTAS CORP NO - 4.300% - 06/0 | $15,955 | $15,282 |
| CISCO SYS INC - 0.000% - 06/15 | $25,995 | $24,896 |
| CITIGROUP IN - 6.625% - 01/15/ | $12,408 | $11,445 |
| CME GROUP INC - 3.000% - 09/15 | $15,062 | $14,936 |
| COMCAST CORP - 9.455% - 11/15/ | $22,571 | $18,132 |
| COMCAST CORP NOTES - 5.150% - | $16,818 | $15,373 |
| COMM MTG A4 - 3.147% - 08/15/2 | $20,490 | $19,997 |
| CONOCOPHILLIPS - 4.300% - 11/1 | $5,425 | $4,955 |
| CONS EDISON CO N Y INC - 5.500 | $5,846 | $5,694 |
| CVS CAREMARK CORP - 3.500% - 0 | $15,600 | $14,868 |
| DEERE & CO DEB - 8.100% - 05/1 | $13,311 | $13,511 |
| DEERE CO - 3.450% - 03/13/2025 | $5,027 | $4,962 |
| DOVER - 6.650% - 06/01/2028 | $11,846 | $11,738 |
| DOW DUPONT - 4.493% - 11/15/20 | $10,182 | $10,296 |
| DUKE POWER CO LLC - 6.450% - 1 | $12,707 | $12,388 |
| EMERSON ELEC CO - 4.875% - 10/ | $27,950 | $25,388 |
| ENTERPRISE PRODUCTS - 5.100% - | $4,354 | $4,985 |
| EQUITABLE COS - 7.000% - 04/01 | $11,698 | $11,413 |
| FIFTH THIRD BANCORP - 2.300% - | $15,053 | $14,985 |
| GE CAP CORP - 5.500% - 01/08/2 | $5,530 | $5,059 |
| GENERAL ELECTRIC CO - 6.875% - | $6,718 | $5,236 |
| GOLDMAN SACHS GROUP INC - 2.35 | $4,949 | $4,824 |
| GOLDMAN SACHS GROUP INC NOTE - | $5,364 | $5,242 |
| GOLDMAN SACHS GROUP NTS - 7.50 | $30,653 | $25,125 |
| GOLDMAN SACHS GRP INC - 6.000% | $5,077 | $5,175 |
| GS MTG - 2.773% - 11/13/2045 | $14,955 | $14,758 |
| HALLIBURTON COMPANY - 6.700% - | $4,997 | $5,910 |
| HOME DEPOT INC SR NT - 4.400% | $5,678 | $5,149 |
| ILLINIOS TOOL - 3.500% - 03/01 | $10,735 | $10,133 |
| INTERNATIONAL BUSINESS MACHS - | $26,502 | $20,915 |
| ISRAELI JUBILEE 8TH 5YR - 2.80 | $99,999 | $100,001 |
| JPMORGAN CHASE & CO - 4.350% - | $5,003 | $5,113 |
| JPMORGAN CHASE & CO SR NT - 4. | $31,480 | $30,541 |
| KELLOGG CO - 4.000% - 12/15/20 | $15,910 | $15,216 |
| KEYCORP SER I - 5.100% - 03/24 | $10,786 | $10,355 |
| LOCKHEED MARTIN CORP - 4.850% | $4,960 | $5,325 |
| MARKEL CORP SR NT - 5.350% - 0 | $21,193 | $20,802 |
| MCDONALDS CORP - 2.200% - 05/2 | $24,690 | $24,701 |
| METLIFE INC - 6.500% - 12/15/2 | $6,733 | $6,261 |
| MICROSOFT CORP - 5.200% - 06/0 | $11,396 | $11,581 |
| MORGAN STANLEY - 2.450% - 02/0 | $10,000 | $9,995 |
| MORGAN STANLEY - 3.875% - 04/2 | $15,710 | $14,894 |
| MORGAN STANLEY - 5.625% - 09/2 | $5,719 | $5,075 |
| NORFOLK SOUTHERN CORP - 3.850% | $10,100 | $10,170 |
| NUTRIEN LTD NOTE CALL - 3.625% | $19,383 | $19,442 |
| ORACLE CORP SR GLBL NT - 2.500 | $24,621 | $24,463 |
| PARKER-HANNIFIN CORP - 6.250% | $6,327 | $6,179 |
| PEPSI BOTTLING GRP INC GTD - 7 | $13,495 | $12,583 |
| PHILLIPS 66 - 5.875% - 05/01/2 | $5,898 | $5,474 |
| PNC FUNDING CORP - 3.300% - 03 | $15,375 | $14,968 |
| PROGRESSIVE CORP - 3.750% - 08 | $20,807 | $20,176 |
| PROGRESSIVE CORP - 4.000% - 03 | $9,953 | $10,290 |
| PROLOGIS LP BOND - 4.250% - 08 | $32,191 | $30,992 |
| PRUDENTIAL FINANCIAL - 4.500% | $10,378 | $10,337 |
| PUBLIC SVC ELEC GAS - 3.050% - | $19,460 | $19,476 |
| QUALCOMM INC - 2.600% - 01/30/ | $10,065 | $9,623 |
| SCHLUMBERGER - 3.650% - 12/01/ | $14,877 | $15,070 |
| SHELL INTERNATIONAL - 3.250% - | $20,106 | $19,710 |
| SPECTRA ENERGY PARTNERS LP - 5 | $5,989 | $5,336 |
| SUNTRUST BK ATL SR - 2.450% - | $24,989 | $24,081 |
| SYSCO - 3.550% - 03/15/2025 | $9,986 | $9,794 |
| SYSCO - 5.375% - 03/17/2019 | $17,212 | $15,083 |
| TAMPA ELECTRIC - 2.600% - 09/1 | $24,266 | $24,142 |
| THERMO FISHER SCIENTIFIC INC - | $10,111 | $9,990 |
| TIME WARNER CO - 6.625% - 05/1 | $5,675 | $5,865 |
| TWENTY FIRST CENT - 8.500% - 0 | $4,798 | $6,277 |
| UNITED PARCEL SERVC - 6.200% - | $6,522 | $6,198 |
| UNITED PARCEL SERVICE - 2.500% | $9,676 | $9,715 |
| UNITED TECHNOLOGIES CORP - 5.7 | $6,511 | $5,494 |
| UNITED TECHNOLOGIES CORP - 8.7 | $6,865 | $5,573 |
| UNITED TECHNOLOGIES CORP - 9.0 | $6,789 | $5,246 |
| VERIZON COMMUNICATIONS INC - 4 | $4,627 | $4,926 |
| VIRGINIA ELEC & PWR CO - 8.875 | $6,235 | $7,572 |
| WELLS FARGO &CO - 2.625% - 07/ | $14,907 | $14,464 |
| WELLS FARGO - 2.550% - 12/07/2 | $10,141 | $9,856 |
| WELLS FARGO CO - 4.600% - 04/0 | $16,796 | $15,357 |
| WISCONSIN PWR & LT CO - 6.375% | $6,996 | $6,356 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $68,279 | $166,286 |
| ALEXION PHARMACEUTICALS, INC | $49,192 | $36,607 |
| ALIBABA GROUP HOLDING LTD | $115,251 | $87,451 |
| ALIGN TECHNOLOGY, INC | $21,454 | $46,284 |
| ALPHABET INC CL C | $113,718 | $167,769 |
| AMAZON COM | $22,172 | $196,758 |
| AMERN AADV INTL EQ FD INTL CL | $510,171 | $389,485 |
| AUTODESK, INC | $43,916 | $51,058 |
| BIOMARIN PHARMACEUTICAL INC | $30,754 | $23,672 |
| BOOKING HOLDINGS INC | $7,869 | $63,730 |
| BURLINGTON STORES, INC | $61,586 | $64,743 |
| DFA EMERGING MARKETS CORE EQ P | $1,113,200 | $1,062,346 |
| DFA INTERNATIONAL SMALL CO POR | $454,309 | $445,700 |
| DFA INTERNATIONAL VALUE PORTFO | $498,090 | $445,575 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,293,050 | $2,106,118 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,349,445 | $1,314,304 |
| EDWARDS LIFESCIENCES | $59,984 | $87,001 |
| FACEBOOK INC | $35,570 | $86,782 |
| HOME DEPOT INC | $40,094 | $50,687 |
| HOTCHKIS & WILEY HIGH YLD-I | $938,062 | $817,730 |
| ILLUMINA INC COM | $73,501 | $108,575 |
| INTUITIVE SURGICAL | $78,793 | $74,233 |
| ISHARES RUSSELL 2000 GROWTH IN | $249,739 | $531,888 |
| MARKET VECTORS ISRAEL | $264,827 | $230,366 |
| MASTERCARD INC | $33,011 | $166,012 |
| MICROSOFT CORP | $131,670 | $142,198 |
| NVIDIA CORP | $75,706 | $59,942 |
| PAYPAL HOLDINGS, INC | $42,354 | $92,247 |
| PIMCO EMERGING MARKETS FULL SP | $567,696 | $502,535 |
| S&P GLOBAL INC COM | $49,849 | $50,132 |
| SALESFORCE.COM | $48,342 | $197,100 |
| SCHWAB S P 500 INDEX FUND SELE | $2,439,999 | $2,396,830 |
| SERVICE NOW | $66,383 | $101,310 |
| SPLUNK INC | $29,182 | $66,894 |
| SQUARE INC | $55,006 | $59,343 |
| TRANSUNION COM USD0.01 | $36,703 | $46,065 |
| ULTA SALON, COSMETICS & FRAGRA | $55,018 | $81,532 |
| VANGUARD INTL GROWTH FD ADMIRA | $860,346 | $1,012,827 |
| VANGUARD SMALL CAP GROWTH INDE | $299,057 | $522,095 |
| VEEVA SYSTEMS INC | $57,481 | $90,660 |
| VERTEX PHARMCTLS INC | $39,729 | $42,587 |
| VISA INC | $32,429 | $188,015 |
| VOYA FLOATING RATE FUND CLASS | $369,500 | $337,838 |
| WORKDAY INC | $36,752 | $76,966 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,050,108 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,049,108 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $71,918 | $71,918 | |
| Bank Charges | $13 | $13 | |
| Equipment Maintenance | $330 | $330 | |
| CREDIT CARD FEES | $225 | $225 | |
| Office Supplies | $75 | $75 | |
| Postage/Delivery Service | $20 | $20 | |
| State or Local Filing Fees | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $227 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $227 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $40,800 | $40,800 | |
| Investment Management Services | $108,900 | $108,900 | |
| Philanthropic Consulting Srvcs | $36,000 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $5,200 |
| 990-PF Extension for 2017 | $40,504 |
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