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Broad Biomedical Research Foundation's lecture seminar on neurobiology and disease 20000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Jewish Life at Duke Annual Fund 10000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Trinity College Annual Fund 10000 DURHAM-CHAPEL HILL JEWISH FEDERATION 1937 W CORNWALLIS RD DURHAM NC 27705 N/A PC film series Project 2200 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 30000 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 5000 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 5000 FISHER HOUSE FOUNDATION INC 12300 TWINBROOK PKWY STE 410 ROCKVILLE MD 20852 N/A PC General & Unrestricted 1000 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8TH ST MARC 531 MIAMI FL 33199 N/A PC General & Unrestricted 7500 FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA 4108 LELAND ST CHEVY CHASE MD 20815 N/A PC General & Unrestricted 5000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 N/A PC 2018 Annual Campaign 50000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 N/A PC Annual Campaign 2018 25500 HEALTH INFORMATION PROJECT INC 4601 PONCE DE LEON BLVD STE 300 CORAL GABLES FL 33146 N/A PC General & Unrestricted 10000 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 2500 HENRY E HUNTINGTON LIBRARY & ART GALLERY 1151 OXFORD RD SAN MARINO CA 91108 N/A PC General & Unrestricted 2500 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 574 HILGARD AVE LOS ANGELES CA 90024 N/A PC Charitable Event 2500 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 5000 HUMAN RIGHTS WATCH INC 1201 BRICKELL AVE STE 310 MIAMI FL 33131 N/A PC Charitable Event 1000 ICIVICS INC 1035 CAMBRIDGE ST STE 21B CAMBRIDGE MA 02141 N/A PC General & Unrestricted 3000 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 6900 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 1000 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 15000 LOOMIS INSTITUTE 4 BATCHELDER RD WINDSOR CT 06095 N/A PC 2018-19 Annual Fund 13000 LOS ANGELES LAWYERS PHILHARMONIC 287 S ROBERTSON BLVD BEVERLY HILLS CA 90211 N/A PC General & Unrestricted 5000 LOS ANGELES PHILHARMONIC ASSOCIATION 151 S GRAND AVE LOS ANGELES CA 90012 N/A PC General & Unrestricted 3500 MID-SOUTH PEACE AND JUSTICE CENTER 3573 SOUTHERN AVE MEMPHIS TN 38111 N/A PC general support for Musicians United for Bristol Bay 1800 NEW ISRAEL FUND 2100 M ST NW STE 619 WASHINGTON DC 20037 N/A PC General & Unrestricted 30000 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 5000 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 10000 NORTH CAROLINA MUSEUM OF ART FOUNDATION INC 4630 MAIL SERVICE CTR RALEIGH NC 27699 N/A PC Judaic Art Fund 5000 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 2000 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 3500 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 1000 PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER 1155 93RD ST BAY HARBOR ISLANDS FL 33154 N/A PC Annual Summer Tutorial Program 10304 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 3450 RANSOM EVERGLADES SCHOOL INC 3575 MAIN HWY COCONUT GROVE FL 33133 N/A PC Annual Fund 5000 RANSOM EVERGLADES SCHOOL INC 3575 MAIN HWY COCONUT GROVE FL 33133 N/A PC Annual Fund 10000 RANSOM EVERGLADES SCHOOL INC 3575 MAIN HWY COCONUT GROVE FL 33133 N/A PC Dan Leslie Bowden Endowment for the Humanities 10000 REPAIRERS OF THE BREACH INC PO BOX 1638 GOLDSBORO NC 27533 N/A PC REV. 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BARBER II DISCRETIONARY FUND 3600 RUTH K BROAD BAY HARBOR K-8 CENTER 1155 93RD ST BAY HARBOR ISLANDS FL 33154 N/A GOV Saturday Tutoring for 180 students 20000 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 10000 SOUTHERN SCHOLARSHIP FOUNDATION INC 322 STADIUM DR TALLAHASSEE FL 32304 N/A PC scholarship needs Fund 2000 SYRACUSE UNIVERSITY 640 SKYTOP RD FL 2 SYRACUSE NY 13244 N/A PC Ruth Kugel Broad Endowed Scholarship Fund 10000 TEMPLE BETH SHOLOM 4144 CHASE AVE MIAMI BEACH FL 33140 N/A PC General & Unrestricted 2000 TEMPLE ISRAEL OF HOLLYWOOD 7300 HOLLYWOOD BLVD LOS ANGELES CA 90046 N/A PC General & Unrestricted 12500 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 30000 THE LERNER JEWISH COMMUNITY DAY SCHOOL 1935 W CORNWALLIS RD DURHAM NC 27705 N/A PC Annual Fund 2200 THE MIAMI FOUNDATION INC 40 NW 3RD ST STE 305 MIAMI FL 33128 N/A PC The Diane W. Camber Exhibition Fund 2100 THE UCLA FOUNDATION 405 HILGARD AVE LOS ANGELES CA 90095 N/A PC UCLA School of Law Dean's Fund 1000 THE UCLA FOUNDATION 405 HILGARD AVE LOS ANGELES CA 90095 N/A PC Zolt Chair Funds 10000 THE UCLA FOUNDATION 405 HILGARD AVE LOS ANGELES CA 90095 N/A PC Scholarship Funds 12000 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 2500 UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 N/A PC Dean of the College's Parent & Family Council Initiative 15000 UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 N/A PC support internships for research and outplacement purposes 20000 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 6000 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 1000 UNIVERSITY OF MIAMI 1500 NW 12TH AVE STE 1020E MIAMI FL 33136 N/A PC Spine Institute Division 10000 UNIVERSITY OF MIAMI 4600 RICKENBACKER CAUSEWAY MIAMI FL 33149 N/A PC 2019 Sea Secrets Lecture Series 5000 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 10000 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 N/A PC Hillel Program 1000 URBANPROMISE MIAMI INC 985 NW 1ST ST MIAMI FL 33128 N/A PC Teen Design Team Project 17500 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 2500 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 392289 PITTSBURGH PA 15251 N/A PC General & Unrestricted 1000 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 392289 PITTSBURGH PA 15251 N/A PC Hurricane Florence Relief Fund 2500 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Yale College Alumni Fund 1800 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Yale School of Management Alumni Fund 3600 YOUNG PATRONESSES OF THE OPERA INC PO BOX 347616 MAIMI FL 33234 N/A PC Charitable Event 5000 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 7000 646062 14 25262 14 410068 18 407784 CLASS ACTION LAWSUIT PROCEEDS 01 227 843341 843341 false false false false false false false false false false X X 1 Shepard Broad Charitable Lead Annui 4400 BISCAYNE BLVD SUITE 514 Miami FL 33437 1344571 X 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, 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. 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2.450% - 24989 24081 SYSCO - 3.550% - 03/15/2025 9986 9794 SYSCO - 5.375% - 03/17/2019 17212 15083 TAMPA ELECTRIC - 2.600% - 09/1 24266 24142 THERMO FISHER SCIENTIFIC INC - 10111 9990 TIME WARNER CO - 6.625% - 05/1 5675 5865 TWENTY FIRST CENT - 8.500% - 0 4798 6277 UNITED PARCEL SERVC - 6.200% - 6522 6198 UNITED PARCEL SERVICE - 2.500% 9676 9715 UNITED TECHNOLOGIES CORP - 5.7 6511 5494 UNITED TECHNOLOGIES CORP - 8.7 6865 5573 UNITED TECHNOLOGIES CORP - 9.0 6789 5246 VERIZON COMMUNICATIONS INC - 4 4627 4926 VIRGINIA ELEC & PWR CO - 8.875 6235 7572 WELLS FARGO &CO - 2.625% - 07/ 14907 14464 WELLS FARGO - 2.550% - 12/07/2 10141 9856 WELLS FARGO CO - 4.600% - 04/0 16796 15357 WISCONSIN PWR & LT CO - 6.375% 6996 6356 ADOBE SYSTEMS, INC 68279 166286 ALEXION PHARMACEUTICALS, INC 49192 36607 ALIBABA GROUP HOLDING LTD 115251 87451 ALIGN TECHNOLOGY, INC 21454 46284 ALPHABET INC CL C 113718 167769 AMAZON COM 22172 196758 AMERN AADV INTL EQ FD INTL CL 510171 389485 AUTODESK, INC 43916 51058 BIOMARIN PHARMACEUTICAL INC 30754 23672 BOOKING HOLDINGS INC 7869 63730 BURLINGTON STORES, INC 61586 64743 DFA EMERGING MARKETS CORE EQ P 1113200 1062346 DFA INTERNATIONAL SMALL CO POR 454309 445700 DFA INTERNATIONAL VALUE PORTFO 498090 445575 DFA U.S. LARGE CAP VALUE PORTF 1293050 2106118 DFA U.S. SMALL CAP VALUE PORTF 1349445 1314304 EDWARDS LIFESCIENCES 59984 87001 FACEBOOK INC 35570 86782 HOME DEPOT INC 40094 50687 HOTCHKIS & WILEY HIGH YLD-I 938062 817730 ILLUMINA INC COM 73501 108575 INTUITIVE SURGICAL 78793 74233 ISHARES RUSSELL 2000 GROWTH IN 249739 531888 MARKET VECTORS ISRAEL 264827 230366 MASTERCARD INC 33011 166012 MICROSOFT CORP 131670 142198 NVIDIA CORP 75706 59942 PAYPAL HOLDINGS, INC 42354 92247 PIMCO EMERGING MARKETS FULL SP 567696 502535 S&P GLOBAL INC COM 49849 50132 SALESFORCE.COM 48342 197100 SCHWAB S P 500 INDEX FUND SELE 2439999 2396830 SERVICE NOW 66383 101310 SPLUNK INC 29182 66894 SQUARE INC 55006 59343 TRANSUNION COM USD0.01 36703 46065 ULTA SALON, COSMETICS & FRAGRA 55018 81532 VANGUARD INTL GROWTH FD ADMIRA 860346 1012827 VANGUARD SMALL CAP GROWTH INDE 299057 522095 VEEVA SYSTEMS INC 57481 90660 VERTEX PHARMCTLS INC 39729 42587 VISA INC 32429 188015 VOYA FLOATING RATE FUND CLASS 369500 337838 WORKDAY INC 36752 76966 1050108 1049108 Administrative Fees 71918 71918 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 Class Action Lawsuit Proceeds 227 227 Administration of Foundation 40800 40800 Investment Management Services 108900 108900 Philanthropic Consulting Srvcs 36000 36000 990-PF Estimated Tax for 2018 5200 990-PF Extension for 2017 40504