Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
The Shepard Broad Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)801 Brickell Ave Room 2350   Room/suite
City or town, state, and ZIP code
Miami, FL33131
A Employer identification number

59-0998866
B Telephone number (see instructions)

(305) 372-5790
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,941,407J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,344,571
2 Check bullet
3 Interest on savings and temporary cash investments 206 206  
4 Dividends and interest from securities...... 340,311 340,311  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 115,987
b Gross sales price for all assets on line 6a 1,337,214
7 Capital gain net income (from Part IV, line 2)... 115,987
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,000 1,500  
12 Total. Add lines 1 through 11........ 1,804,075 458,004  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 68,161 67,621   540
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 8,321 45    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 7,367     7,367
21 Travel, conferences, and meetings....... 14,567     14,567
22 Printing and publications.......... 100     100
23 Other expenses (attach schedule)....... Click to see attachment 52,873 22   52,851
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 151,389 67,688   75,425
25 Contributions, gifts, grants paid........ 1,315,473 1,315,473
26 Total expenses and disbursements. Add lines 24 and 25 1,466,862 67,688   1,390,898
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 337,213
b Net investment income (if negative, enter -0-) 390,316
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 923,723 698,425 698,425
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet50,000
Less: allowance for doubtful accounts bullet   50,000 Click to see attachment50,000 50,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 1,500 1,500 1,500
10a Investments—U.S. and state government obligations (attach schedule) 649,951 778,764 815,982
b Investments—corporate stock (attach schedule)........ 8,635,577 Click to see attachment9,119,087 10,468,061
c Investments—corporate bonds (attach schedule)........ 1,707,358 Click to see attachment1,657,546 1,757,439
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet30,378
Less: accumulated depreciation (attach schedule) bullet30,378      
15 Other assets (describe bullet) Click to see attachment150,000 Click to see attachment150,000 Click to see attachment150,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,118,109 12,455,322 13,941,407
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 12,118,109 12,455,322
30 Total net assets or fund balances (see page 17 of the
instructions).................... 12,118,109 12,455,322
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 12,118,109 12,455,322
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 12,118,109
2 Enter amount from Part I, line 27a..................... 2 337,213
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 12,455,322
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 12,455,322
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,337,214   1,221,227 115,987
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       115,987
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 115,987
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 1,339,917 12,563,008 000.106656
2010 1,447,991 11,332,112 000.127778
2009 1,195,486 9,520,220 000.125573
2008 1,448,760 10,851,068 000.133513
2007 1,628,040 12,556,722 000.129655
2 Total of line 1, column (d) ...................... 2 000.623175
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.124635
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 13,132,204
5 Multiply line 4 by line 3....................... 5 1,636,732
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,903
7 Add lines 5 and 6......................... 7 1,640,635
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,390,898
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,806
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 7,806
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,806
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 4,899
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 3,102
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 8001 7 8,001
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 195
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet195 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Karen Berman Dir
    001.00     		0    
    801 Brickell Ave Ste 2350
    Miami,FL33131
    Morris Broad Dir / Chairman
    001.00     		0    
    801 Brickell Ave Ste 2350
    Miami,FL33131
    Ann B Bussel VP / Dir
    001.00     		0    
    801 Brickell Ave Ste 2350
    Miami,FL33131
    Daniel J Bussel Dir
    001.00     		0    
    801 Brickell Ave Ste 2350
    Miami,FL33131
    Deborah Bussel Dir / Sec / Treas
    001.00     		0    
    801 Brickell Ave Ste 2350
    Miami,FL33131
    John M Bussel Pres / Dir
    001.00     		0    
    801 Brickell Ave Ste 2350
    Miami,FL33131
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Hewins Financial Advisors LLC Investment Management 50,012
    400 S El Camino Real Ste 800
    San Mateo,CA944021704
    Foundation Source Administrative 52,591
    55 Walls Drive
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Joel Fleishman - The Foundation hosted a dinner in honor of Joel Fleishman, one of the nation's leading authorities in philanthropy for local foundations in the South Florida area. Mr. Fleishman gave a lecture on successfully run foundations. 735
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,552,620
    b
    Average of monthly cash balances.......................
    1b
    728,067
    c
    Fair market value of all other assets (see instructions)................
    1c
    51,500
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,332,187
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    13,332,187
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    199,983
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,132,204
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    656,610
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    656,610
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    7,806
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,806
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    648,804
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    648,804
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    648,804
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    1,390,898
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,390,898
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,390,898
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 648,804
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 1,011,466
    b From 2008....... 911,031
    c From 2009....... 724,111
    d From 2010....... 886,305
    e From 2011....... 719,784
    fTotal of lines 3a through e......... 4,252,697
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 1,390,898
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 648,804
    e Remaining amount distributed out of corpus 742,094
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,994,791
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		1,011,466
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		3,983,325
    10 Analysis of line 9:
    a Excess from 2008.... 911,031
    b Excess from 2009.... 724,111
    c Excess from 2010.... 886,305
    d Excess from 2011.... 719,784
    e Excess from 2012.... 742,094
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A MILTON MILLER MEMORIAL FUND INC
    800 S IGUEROA ST STE 1120
    LOS ANGELES,CA90017     		N/A 509a1 General Unrestricted 5,000
    A MILTON MILLER MEMORIAL FUND INC
    800 S IGUEROA ST STE 1120
    LOS ANGELES,CA90017     		N/A 509a1 Charitable Event 5,000
    AHRC NEW YORK CITY FOUNDATION INC
    83 MAIDEN LN
    NEW YORK,NY10038     		N/A 509a1 General Unrestricted 1,000
    AISH HATORAH JERUSALEM FUND INC
    3150 SHERIDAN AVE
    MIAMI,FL33140     		N/A 509a1 General Unrestricted 1,000
    ALEXANDER MUSS INSTITUTE FOR ISRAEL EDU
    78 RANDALL AVE
    ROCKVILLE CTR,NY11570     		N/A 509a2 General Unrestricted 4,000
    ALLIANCE FOR CHILDRENS RIGHTS
    3333 WILSHIRE BLVD
    LOS ANGELES,CA90010     		N/A 509a1 Tennis for Tots Program 1,000
    AMERICAN FRIENDS OF THE BIBLE LAND
    25 W 45TH ST STE 1405
    NEW YORK,NY10036     		N/A 509a1 Educational Program for Israeli Students 1,000
    AMER SCtY FOR TECHN-ISRAEL INST OF TECH
    55 E 59TH ST
    NEW YORK,NY10022     		N/A 509a1 General Unrestricted 5,000
    AMERICAN SOCIETY OF THE UNIV OF HAIFA
    245 5TH AVE STE 2203
    NEW YORK,NY10016     		N/A 509a1 Learning Disabled Kids Program 10,000
    AMERICANS FOR IMMIGRANT JUSTICE
    3000 BISCAYNE BLVD STE 400
    MIAMI,FL33137     		N/A 509a1 Unaccompanied Minors Program 10,000
    BARRY UNIVERSITY
    11300 NE 2ND AVE
    MIAMI SHORES,FL33161     		N/A 509a1 2012-13 Annual Fund 5,000
    BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI
    701 SW 27TH AVE
    MIAMI,FL33135     		N/A 509a1 General Unrestricted 2,500
    BOUNCEBACK KIDS
    1289 FORDHAM BLVD STE 317
    CHAPEL HILL,NC27514     		N/A 509a1 General Unrestricted 500
    BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC
    1 PENN PLZ STE 6250
    NEW YORK,NY10119     		N/A 509a1 General Unrestricted 15,000
    BROAD BAY HARBOR K-8 CENTER PTA
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A 509a1 Teacher of the Year Award Program 1,000
    CAMP FIESTA INC
    2750 N E 183RD ST
    NORTH MIAMI BEACH,FL33160     		N/A 509a1 General Unrestricted 2,500
    CANCER SUPPORT COMMUNITY-GREATER MIAMI INC
    8609 S DIXIE HWY
    MIAMI,FL33143     		N/A 509a1 Support Groups in Underprivileged Areas 1,800
    CASA VALENTINA INC
    2990 SW 35TH AVE
    MIAMI,FL33133     		N/A 509a1 Annual Gift Fund for 2012 500
    CHILDRENS BEREAVEMENT CENTER INC
    7600 S RED RD STE 307
    SOUTH MIAMI,FL33143     		N/A 509a1 General Unrestricted 1,000
    COMMUNITY TELEVISION FOUNDATION OF S FLORIDA TELEVISION STATION WPBT
    14901 NE 20TH AVE
    NORTH MIAMI,FL33181     		N/A 509a1 Israel Documentary Project 1,800
    CONVENT OF THE SACRED HEART OF MIAMI CARROLLTON SCHOOL
    3747 MAIN HWY
    MIAMI,FL33133     		N/A 509a1 General Unrestricted 2,500
    CUBAN HEBREW CONGREGATION OF MIAMI INC
    1700 MICHIGAN AVE
    MIAMI BEACH,FL33139     		N/A 509a1 General Unrestricted 1,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A 509a1 2012-13 Trinity College Annual Fund 6,000
    DUKE UNIVERSITY
    512 S MANGUM ST STE 400
    DURHAM,NC27701     		N/A 509a1 Ruth K. Broad Biomedical Research Foundations Lecture Seminar 20,000
    DUKE UNIVERSITY
    512 S MANGUM ST STE 400
    DURHAM,NC27701     		N/A 509a1 Basic Neuroscience Research Fund 100,000
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS RD
    DURHAM,NC27705     		N/A 509a1 PJC Campaign 10,000
    FAIRCHILD TROPICAL BOTANIC GARDEN
    10901 OLD CUTLER RD
    CORAL GABLES,FL33156     		N/A 509a1 Brick Replacement Project 5,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST
    MIAMI,FL33199     		N/A 509a1 General Unrestricted 5,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST
    MIAMI,FL33199     		N/A 509a1 School of International and Public Affairs 10,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST
    MIAMI,FL33199     		N/A 509a1 School of International and Public Affairs for the Broad Lecture Series 10,000
    FLORIDA STATE UNIVERSITY FOUNDATION INC
    INNOVATION PARK 2010 LEVY AVE BLDG
    TALLAHASSEE,FL32306     		N/A 509a1 School of Social Sciences Public Policy Foreign Study Scholarship Fund 2,000
    FREEDOM OF RELIGION FOR ISRAEL INC
    182 E 95TH ST APT 24G
    NEW YORK,NY10128     		N/A 509a1 General Unrestricted 5,000
    FREEMAN CENTER FOR JEWISH LIFE AT DUKE UNIVERSITY
    1415 FARBER ST
    DURHAM,NC27708     		N/A 509a1 General Unrestricted 500
    FRIENDS OF THE BASS MUSEUM INC
    2100 COLLINS AVE
    MIAMI BEACH,FL33139     		N/A 509a2 2012 Art Camp Scholarship 150
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    8177 W GLADES RD STE 208
    BOCA RATON,FL33434     		N/A 509a1 General Unrestricted 9,000
    GABLESTAGE INC
    1200 ANASTESIA RD 230
    CORAL GABLES,FL33134     		N/A 509a1 Classes at RKBBH K-8 Center 3,000
    GAINESVILLE HILLEL INC
    2020 W UNIVERSITY AVE
    GAINESVILLE,FL32603     		N/A 509a1 LEAD Program 5,000
    GRACE FOUNDATION OF NEW YORK
    264 WATCHOGUE RD
    STATEN ISLAND,NY10314     		N/A 509a1 General Unrestricted 1,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A 509a1 General Unrestricted 14,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A 509a1 Miami Beach Jewish Community Center Fund 10,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A 509a1 Morris N. Broad Philanthropic Fund 216,600
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A 509a1 Morris N. Broad Philanthropic Fund 110,488
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A 509a1 2012 Annual Regular Campaign 50,000
    HEARING AND SPEECH CENTER OF FLORIDA INC
    9425 SUNSET DR STE 261
    MIAMI,FL33173     		N/A 509a1 General Unrestricted 1,000
    HEARING RESEARCH INSTITUTE INC
    7000 SW 62ND AVE STE 210
    SOUTH MIAMI,FL33143     		N/A 509a1 General Unrestricted 5,000
    HEARING RESEARCH INSTITUTE INC
    7000 SW 62ND AVE STE 210
    SOUTH MIAMI,FL33143     		N/A 509a1 Hearing Screenings at Ruth K. Broad Bay Harbor School 5,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    777 GLADES RD BLDG LY 3A
    BOCA RATON,FL33431     		N/A 509a1 Broad Fellowship at Nova Southeastern Universitys Shepard Broad Law School Program 10,000
    HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION INC
    PO BOX 140
    SALEM,NY12865     		N/A 509a1 General Unrestricted 2,500
    HOPE-NET
    760 S WESMORLD AVE
    LOS ANGELES,CA90005     		N/A 509a2 General Unrestricted 500
    JAFCO CHILDRENS FOUNDATION INC
    4200 N UNIVERSITY DR
    SUNRISE,FL33351     		N/A 509a1 Marjorie Flanz Endowment Fund 5,000
    JEWISH COMMUNAL FUND
    575 MADISON AVE STE 703
    NEW YORK,NY10022     		N/A 509a1 General Unrestricted 20,000
    JEWISH LEADERSHIP INSTITUTE INC
    925 ARTHUR GDFRY RD STE 101
    MIAMI BEACH,FL33140     		N/A 509a1 General Unrestricted 1,000
    JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC
    42 E 69TH ST
    NEW YORK,NY10021     		N/A 509a1 General Unrestricted 1,000
    JEWISH WOMEN'S ARCHIVE INC
    ONE HARVARD ST
    BROOKLINE,MA02446     		N/A 509a1 General Unrestricted 500
    JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC
    3711 GARFIELD ST
    HOLLYWOOD,FL33021     		N/A 509a1 General Unrestricted 1,000
    KESHER LD INC
    18900 NE 25TH AVE
    N MIAMI BEACH,FL33180     		N/A 509a1 Golden Guardian Fund of 2012 1,000
    KIDS DREAMS INC
    PO BOX 3947
    WEST PALM BCH,FL33402     		N/A 509a1 Scholarship Program 1,800
    LEO BAECK EDUCATION CENTER FOUNDATION
    3555 TIMMONS LN STE 1440
    HOUSTON,TX77027     		N/A 509a1 General Unrestricted 1,000
    LEO BAECK EDUCATION CENTER FOUNDATION
    3555 TIMMONS LN STE 1440
    HOUSTON,TX77027     		N/A 509a1 The Mercaz Ruth Program and the Beit Ligdol Tov Center 30,000
    LIBERATION IN NORTH KOREA
    1751 TORRANCE BLVD STE L
    TORRANCE,CA90501     		N/A 509a1 General Unrestricted 500
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A 509a1 2012-13 Annual Fund 10,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A 509a1 Irving Bussel Scholarship Fund 50,000
    MIAMI JEWISH HEALTH SYSTEMS INC
    5200 NE 2ND AVE
    MIAMI,FL33137     		N/A 509a1 Hazel Cypen Tower Activities Fund 1,000
    MIAMI JEWISH HEALTH SYSTEMS INC
    5200 NE 2ND AVE
    MIAMI,FL33137     		N/A 509a1 Refurbishing the Dinning Room at the Hazel Cypen Tower 25,000
    MOUNT SINAI MEDICAL CENTER FOUNDATION INC
    4300 ALTON RD
    MIAMI BEACH,FL33140     		N/A 509a1 General Unrestricted 12,300
    MOUNT SINAI MEDICAL CENTER FOUNDATION INC
    4300 ALTON RD
    MIAMI BEACH,FL33140     		N/A 509a1 Bio-Mechanics Research Fund 10,000
    MUSEUM OF CONTEMPORARY ART INC
    770 NE 125TH ST
    NORTH MIAMI,FL33161     		N/A 509a1 Irma Braman Creative Arts Scholarship Fund 200
    MUSEUM OF SCIENCE INC
    3280 S MIAMI AVE
    MIAMI,FL33129     		N/A 509a2 Bus Transportation for Education Programs and College Inspection Trips 2,500
    NATIONAL FOUNDATION FOR TRANSPLANTS INC
    5350 POPLAR AVE STE 430
    MEMPHIS,TN38119     		N/A 509a1 General Unrestricted 1,000
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC20037     		N/A 509a1 General Unrestricted 30,000
    NEW WORLD SYMPHONY INC
    500 17TH ST
    MIAMI BEACH,FL33139     		N/A 509a1 Educational Music Program at RKBBH K-8 Center 5,000
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A 509a1 Haas Endowment Fund 3,000
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A 509a1 Headmasters Fund 6,000
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A 509a1 Oakwood School ACE Program 450
    OUR PRIDE ACADEMY INC
    11025 SW 84TH ST STE 8
    MIAMI,FL33173     		N/A 509a1 General Unrestricted 5,000
    OUTSIDE IN PRODUCTIONS
    PO BOX 5714
    SANTA FE,NM87502     		N/A 509a1 General Unrestricted 3,500
    P E F ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVE STE 607
    NEW YORK,NY10017     		N/A 509a1 General Unrestricted 1,800
    PAINTED TURTLE GANG CAMP FOUNDATION
    1300 4TH ST STE 300
    SANTA MONICA,CA90401     		N/A 509a1 Care and Feeding of the Pony Ladybug in the Equine 2,500
    PELICAN HARBOR SEABIRD STATION INC
    1279 NE 79 ST CAUSEWAY
    MIAMI,FL33138     		N/A 509a1 Purchase of 10 Airline Kennels 850
    PTA FLORIDA CONGRESS - ADA MERRITT K-8 CENTER PTA
    660 SW 3RD ST
    MIAMI,FL33130     		N/A 509a1 Smartboards Challenge Grant Campaign 6,000
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A 509a1 Annual Fund 10,000
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A 509a1 REACH Community Endowment Fund 50,000
    RUTLAND HOSPITAL INC
    160 ALLEN ST
    RUTLAND,VT05701     		N/A 509a1 General Unrestricted 5,000
    SAFESPACE FOUNDATION INC
    PO BOX 530521
    MIAMI,FL33153     		N/A 509a2 General Unrestricted 1,000
    SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION OF FINANCE
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A 509a1 After-School Tutoring at RKBBH K-8 Center 20,000
    SHAKE-A-LEG MIAMI INC
    2620 S BAYSHORE DR
    MIAMI,FL33133     		N/A 509a1 General Unrestricted 1,000
    SLATE VALLEY MUSEUM FOUNDATION
    17 WATER ST
    GRANVILLE,NY12832     		N/A 509a3 General Unrestricted 1,000
    SLATE VALLEY MUSEUM FOUNDATION
    17 WATER ST
    GRANVILLE,NY12832     		N/A 509a3 Digitization of Archives Project 5,000
    SLATE VALLEY MUSEUM FOUNDATION
    17 WATER ST
    GRANVILLE,NY12832     		N/A 509a3 Earth Science Public Education Project 500
    SOUTHERN SCHOLARSHIP FOUNDATION INC
    322 STADIUM DR
    TALLAHASSEE,FL32304     		N/A 509a1 General Unrestricted 1,500
    SOUTHERN SCHOLARSHIP FOUNDATION INC
    322 STADIUM DR
    TALLAHASSEE,FL32304     		N/A 509a1 Scholarship Fund for the 2012/2013 School Year 1,500
    SPAIN-FLORIDA V CENTENARY INC
    355 ALHAMBRA CIR STE 801
    CORAL GABLES,FL33134     		N/A 509a1 General Unrestricted 10,000
    ST LABRE INDIAN SCHOOL
    PO BOX 77
    ASHLAND,MT59003     		N/A 509a1 General Unrestricted 1,000
    ST MARK'S LUTHERAN CHURCH
    3930 LEJEUNE RD
    CORAL GABLES,FL33134     		N/A 509a1 General Unrestricted 5,000
    STANFORD LAW SCHOOL
    559 NATHAN ABBOTT WAY
    STANFORD,CA94305     		N/A 509a1 OConnor Fellowships Program 5,000
    SUNDARI FOUNDATION INC
    1514 NW 2ND AVE APT 1
    MIAMI,FL33136     		N/A 509a1 General Unrestricted 1,000
    SYRACUSE UNIVERSITY
    820 COMSTOCK AVE STE 100
    SYRACUSE,NY13244     		N/A 509a1 The Ruth Kugel Broad Endowed Scholarship Fund 2012/2013 10,000
    TEMPLE BETH SHOLOM
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		N/A 509a1 Rabbi Glicksteins Discretionary Fund 10,000
    TEMPLE EMANU-EL OF GREATER MIAMI INC
    PO BOX 415758
    MIAMI BEACH,FL33141     		N/A 509a1 General Unrestricted 700
    TEMPLE ISRAEL OF GREATER MIAMI
    137 NE 19TH ST
    MIAMI,FL33132     		N/A 509a1 Next at 19th Program 3,000
    TEMPLE ISRAEL OF HOLLYWOOD
    7300 HOLLYWOOD BLVD
    LOS ANGELES,CA90046     		N/A 509a1 General Unrestricted 5,000
    THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC - FLORIDA OFFICE
    18900 NE 25TH AVE
    NORTH MIAMI BEACH,FL33180     		N/A 509a1 General Unrestricted 1,000
    THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC - FLORIDA OFFICE
    18900 NE 25TH AVE
    NORTH MIAMI BEACH,FL33180     		N/A 509a1 Kalansua Home Treatments Program 30,000
    THE INSTITUTE FOR THE ADVANCEMENT OF EDUCATION IN JAFFA INC
    171-06 76TH AVE
    FLUSHING,NY11366     		N/A 509a1 2012 Scholarship Fund 2,000
    THE LERNER JEWISH COMMUNITY DAY SCHOOL
    1935 W CORNWALLIS RD
    DURHAM,NC27705     		N/A 509a1 2011-2012 Annual Fund 2,200
    THE LERNER JEWISH COMMUNITY DAY SCHOOL
    1935 W CORNWALLIS RD
    DURHAM,NC27705     		N/A 509a1 2012-2013 Annual Fund 2,200
    THE MIAMI FOUNDATION INC - THE GOOD GOVERNMENT INITIATIVE FUND
    200 S BISCAYNE BLVD STE 505
    MIAMI,FL33131     		N/A 509a1 General Unrestricted 2,500
    THE MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC
    601 SW 8TH AVE
    MIAMI,FL33130     		N/A 509a1 Visual Screenings at Ruth K. Broad Bay Harbor K-8 Center 5,000
    THE UCLA FOUNDATION - SCHOOL OF LAW
    405 HILGARD BOX 951476
    LOS ANGELES,CA90095     		N/A 509a1 Law Deans Fund 8,465
    THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER MIAMI INC
    730 NW 107TH AVE STE 200
    MIAMI,FL33172     		N/A 509a2 Morningside Elementary After-School Program 10,000
    THOMAS ARMOUR YOUTH BALLET INC
    5818 SW 73RD ST
    SOUTH MIAMI,FL33143     		N/A 509a2 General Unrestricted 1,000
    TOWN OF BAY HARBOR ISLANDS
    9665 BAY HARBOR TERRACE
    BAY HARBOR ISLANDS,FL33154     		N/A 509a1 Charitable Event 40,000
    TRIANGLE COMMUNITY FOUNDATION
    324 BLACKWELL ST STE 1220
    DURHAM,NC27701     		N/A 509a1 The Tomorrow Fund 500
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    601 FRANKLIN BLDG 3451 WALNUT ST
    PHILADELPHIA,PA19104     		N/A 509a1 General Unrestricted 2,000
    UNIVERSITY OF FLORIDA FOUNDATION INC
    PO BOX 14425
    GAINESVILLE,FL32604     		N/A 509a1 Biomedical Engineering Building Fund 50,000
    UNIVERSITY OF FLORIDA FOUNDATION INC
    PO BOX 14425
    GAINESVILLE,FL32604     		N/A 509a1 Lastinger Center for Learning Ready Schools Program for RKBBH K-8 Center 30,000
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A 509a1 Michael S. Gordon Center for Research and Medical Education 1,000
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A 509a1 School of Education 12,500
    UNIVERSITY OF MIAMI
    4600 RICKENBACKER CAUSEWAY
    MIAMI,FL33149     		N/A 509a1 5 Sea Secrets Lectures 5,000
    UNIVERSITY OF MIAMI TISSUE BANK
    PO BOX 248073
    CORAL GABLES,FL33146     		N/A 509a1 General Unrestricted 10,000
    VOICES UNITED INC
    285 W ENID DR
    KEY BISCAYNE,FL33149     		N/A 509a1 Workshops for Students at Ruth K. Broad Bay Harbor K-8 Center 2,970
    WOMENS EMERGENCY NETWORK INC
    PO BOX 566392
    MIAMI,FL33256     		N/A 509a1 General Unrestricted 1,000
    WWP INC - WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		N/A 509a1 General Unrestricted 500
    YOUNG PATRONESSES OF THE OPERA INC
    PO BOX 347616
    MAIMI,FL33234     		N/A 509a2 Charitable Event 1,500
    ZETA BETA TAU FOUNDATION INC
    3905 VINCENNES RD STE 100
    INDIANAPOLIS,IN46268     		N/A 509a2 Morris N. Broad Scholarship Fund 5,000
    ZOCALO PUBLIC SQUARE
    3580 WLSHRE BLVD STE 1430
    LOS ANGELES,CA90010     		N/A 509a1 Literary Award Fund 5,000
    ZOOLOGICAL SOCIETY OF FLORIDA
    12400 SW 152ND ST
    MIAMI,FL33177     		N/A 509a2 Broadening Horizons Program at RKBBH K-8 Center 3,200
    Total .................................bullet 3a 1,315,473
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 206  
    4 Dividends and interest from securities....     14 340,311  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 115,987  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFederal Tax Refund     01 1,500  
    bInterest Income from PRIs     01 1,500  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   459,504  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13459,504
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000057
    Software Version: 12.19.1011.1
    Part VI Line 7 - Tax Paid Original Return: 8001


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    The Shepard Broad Foundation Inc
     
    Employer identification number

    59-0998866
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    The Shepard Broad Foundation Inc
          		Employer identification number

    59-0998866
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Shepard Broad Charitable Lead Annui    
    801 Brickell Ave
       
    Miami, FL   33131

    		$1,344,571


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    The Shepard Broad Foundation Inc
          		Employer identification number

    59-0998866
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    The Shepard Broad Foundation Inc
          		Employer identification number

    59-0998866
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID: 12000057
    Software Version: 12.19.1011.1

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly-traded Securities         1,337,214 1,221,227     115,987  

    TY 2012 GeneralExplanationAttachment
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Identifier Return Reference Explanation

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    7TH JUBILEE FIX 10Y-3.70-12/01/2021 149,999 149,999
    ACE INA HLDG INC DEB-8.8750-08/15/2029 6,610 7,584
    ACE INA HLDG INC SR NT 5.6 05/15/2015 15,392 16,646
    AFLAC INC SR NT 8.50000 05/15/2019 10,471 13,544
    ALTRIA GROUP INC - 9.250 - 08/06/2019 6,383 6,956
    AMER EXP - 5.5000 - 09/12/2016 10,019 11,390
    AMER EXPRESS CRDT CO MTN SER C 07.30000 08/20/13 10,026 10,425
    AMERICAN EXPRESS 4.875 7/15/13 10,476 10,233
    AMERITECH CAP FUNDING CORP6.55-01/15/2028 10,418 11,586
    ARCHER DANIELS - 7.5000 - 03/15/2027 12,608 13,716
    BANC OF AMER COMM SER 2005-6 CL A4 5.353 09/10/47 14,476 16,991
    BANK OF NEW YORK MELLON 5.450 DUE 05-15-19 10,002 11,950
    BBT CORP - 5.2000 - 12/23/2015 19,138 22,298
    BECTON DCKNSN - 7.000 - 08/01/2027 11,959 13,635
    BERKSHIRE HATHAWAY FIN CORP - 5.400 - 05/15/2018 21,501 24,059
    BESTFOODS MTS - 6.6250 - 04/15/2028 11,562 13,756
    BLACKROCK INC - 5.000 - 12/10/2019 10,639 11,965
    BOEING CO - 7.250 - 06/15/2025 12,597 13,866
    BP CAP MKTS - 5.250 - 11/07/2013 31,402 31,218
    BURLINGTON NORTHN SANTA FE 6.150 05/01/2037 4,810 6,438
    CAMPBELL SOUP - 8.8750 - 05/01/2021 12,851 14,380
    CATERPILLAR - 6.625 - 07/15/2028 11,712 13,499
    CHUBB - 6.6000 - 08/15/2018 16,698 18,482
    CITIGROUP INC NT - 5.500 - 04/11/2013 35,791 35,361
    CLOROX CO DEL SR NT 5.95000 10/15/2017 16,697 17,843
    CONOCOPHILLIPS - 5.750 - 02/01/2019 16,563 18,449
    CS FIRST BOSTON MTG SER 2003-CK2 CL A4 - 4.801 - 03/15/2036 5,064 4,975
    DEERE CO DEB-8.10-05/15/2030 13,311 15,174
    DEVON ENERGY CORPORATION NOTE 06.30000 01/15/2019 10,094 12,409
    DOVER - 6.6500 - 06/01/2028 11,846 12,317
    DU PONT E I DE NEMOURS - 6.000 - 07/15/2018 21,277 24,683
    DUKE ENERGY OHIO 1MTG BD - 2.100 - 06/15/2013 40,679 40,289
    EATON CORP - 5.600 - 05/15/2018 05/15/18 14,897 17,691
    EQUITABLE COS - 7.0000 - 04/01/2028 11,698 11,897
    FIFTH THIRD BANCORP - 6.250 - 05/01/2013 26,198 25,470
    FLORIDA POWER CORP 1MTG BD 5.80000 09/15/2017 10,036 11,937
    GENERAL ELEC CAP CORP MTN BE 5.50000 01/08/2020FR 5,530 5,919
    GENERAL ELEC CAP CORP MTN BE FR 6.750 03/15/2032 5,667 6,479
    GENERAL ELEC CO 5.25 DUE 12-06-2017 BEO 10,591 11,792
    GOLDMAN SACHS GROUP INC BOND DTD 1/13/2004 5.15 1/15/2014 14,968 15,644
    GOLDMAN SACHS GROUP INC NOTEDTD 3/31/2003 5.25 4/1/2013 15,573 15,163
    GOLDMAN SACHS GRP INC MTN BE 6.00000 05/01/2014 5,393 5,321
    GOLDMAN SACHS GRP INC MTN BE 6.00000 06/15/2020 5,077 5,928
    HALLIBURTON COMPANY NOTES 06.70000 09/15/2038 4,997 6,960
    HARTFORD FINL SVC GRP NT - 6.300 - 03/15/2018 9,249 11,898
    HEINZ - 6.3750 - 07/15/2028 5,598 6,107
    HERSHEY - 4.850 - 08/15/2015 14,439 16,546
    HOME DEPOT INC SR NT-4.40-04/01/2021 5,678 5,858
    INTERNATIONAL BUSINESS MACHS-8.3750-11/01/2019 6,865 7,098
    ISRAELI 3RD JUBILEE 10 YR BD - 5.000 - 06/01/2015 100,000 99,999
    ISRAELI 3RD JUBILEE 10 YR BD - 5.650 - 07/01/2014 100,000 99,999
    ISRAELI 4TH JUBILEE 10 YR BD - 4.850 - 12/01/2016 149,999 149,999
    JPMORGAN CHASE CO - 4.350 - 08/15/2021 5,003 5,585
    JPMORGAN CHASE CO SR NT - 4.250 - 10/15/2020 15,219 16,682
    KELLOGG CO MAKE WHOLE 4 12/15/2020 15,910 16,725
    KEYCORP MEDIUM TERM 5.1 03/24/2021 5,226 5,799
    KEYCORP MEDIUM TERM NTS BE 6.50000 05/14/2013 SR NT 21,954 20,429
    KRAFT FOODS INC NOTE - 2.625 - 05/08/2013 15,233 15,111
    KRAFT FOODS INC NT 6.12500 08/23/2018 9,822 12,253
    LB-UBS COML MTG REMIC - 5.156 - 02/15/2031 28,166 28,025
    LB-UBS COMML MTG TR 5.124 11/15/2032 21,365 20,413
    LINCOLN NATIONAL CORP 8.75 07/01/2019 12,180 13,341
    LOCKHEED MARTIN CORPNOTE 04.85 09/15/2041 9,920 11,055
    MARKEL CORP SR NT-5.35-06/01/2021 10,064 10,948
    MCDONALDS CORP NOTES 05.35000 03/01/2018 5,016 6,031
    MELLON FDG - 5.0000 - 12/01/2014 10,012 10,766
    MERRILL LYNCH MTN BE - 6.400 - 08/28/2017 15,661 17,615
    METLIFE - 5.0000 - 11/24/2013 30,212 31,229
    MORGAN STANLEY - 5.375 - 10/15/2015 20,456 21,744
    MORGAN STANLEY 6.625 4/1/18 5,457 5,877
    MORGAN STANLEY GLBL NT - 5.300 - 03/01/2013 15,501 15,102
    NEW AMERICA HOLDINGS 8.500 DUE 02-23-25 4,798 6,781
    PARKER-HANNIFIN CORP- 6.250 - 05/15/2038 6,327 6,859
    PFIZER INC - 6.200 - 03/15/2019 15,000 18,960
    PNC FDG CORP SUB NT 5.625 02/01/2017 9,949 11,538
    PNC FUNDING CORP SB NT 5.25000 11/15/2015 10,363 11,168
    PRUDENTIAL FINL INC MTNS BOOK 6.100 06/15/2017 FR 10,081 11,810
    THERMO FISHER SCIENTIFIC INC 3.6 8/15/2021 10,111 10,608
    TIME WARNER CO - 6.625 - 05/15/2029 5,675 6,380
    U S BANCORP MTNS BK ENT 4.2 05/15/2014 10,516 10,499
    UNION PACIFIC CORP NOTE 07.87500 01/15/2019MAKE W 12,151 12,972
    UNITED PARCEL SERVC NOTE 06.20000 01/15/2038 6,522 6,688
    UNITED TECHNLGS CORP BOND 05.37500 12/15/2017 CALL MAKE WHOLE 10,849 11,886
    UNITED TECHNOLOGIES CORP - 6.125 - 02/01/2019 5,678 6,231
    US BANK TR NAT - 4.8000 - 04/15/2015 14,382 16,340
    VERIZON COMMUNICATIONS - 8.750 - 11/01/2018 11,687 15,273
    VERIZON GLOBAL FDG CORP NT 7.750 12/01/2030 6,828 7,320
    VIRGINIA ELEC PWR CO 8.87500 11/15/2038NT B 6,235 8,500
    WACHOVIA BK - 4.748 - 02/15/2041 36,435 39,462
    WACHOVIA CORP - 5.500 - 05/01/2013 26,017 25,416
    WAL MART STORES INC NT 6.5 08/15/2037 6,306 7,031
    WELLS FARGO - 5.1250 - 09/15/2016 14,136 16,866
    WI ELEC PW - 4.5000 - 05/15/2013 19,599 20,300

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    320 shares of ALEXION PHARMACEUTICALS, INC. 28,811 29,997
    455 shares of ALLERGAN INC. 42,561 41,737
    410 shares of AMAZON COM 29,513 102,857
    625 shares of AMERICAN TOWER REIT INC 28,663 48,294
    19295 shares of AMERN AADV INTL EQ FD INTL CL 417,371 320,301
    257 shares of APPLE INC. 48,162 136,768
    1600 shares of ARM HOLDINGS PLC 38,124 60,528
    28267 shares of ARTISAN SMALL CAP VALUE 511,530 433,905
    325 shares of BAIDU.COM - ADR 24,927 32,594
    1600 shares of BE AEROSPACE, INC. 32,753 79,040
    530 shares of CATERPILLAR INC. 47,013 47,493
    94 shares of CHIPOLTE MEX GRILL 34,864 27,961
    1250 shares of COACH INC 47,238 69,388
    525 shares of CUMMINS INC 58,293 56,884
    7817 shares of DFA EMERGING MARKETS VALUE PORTFOLIO 164,222 233,260
    21232 shares of DFA INTERNATIONAL SMALL CO PORTFOLIO 337,409 338,220
    18370 shares of DFA INTERNATIONAL VALUE PORTFOLIO 324,090 304,949
    61219 shares of DFA U.S. LARGE CAP VALUE PORTFOLIO 996,624 1,401,925
    15824 shares of DFA U.S. SMALL CAP VALUE PORTFOLIO 445,221 414,741
    17265 shares of EATON VANCE STRUCTURED EMERGING MARKETS I 240,200 258,279
    425 shares of F5 NETWORKS, INC. 28,842 41,289
    165 shares of INTUITIVE SURGICAL, INC. 24,168 80,911
    6422 shares of ISHARES RUSSELL 2000 GROWTH INDEX 506,577 612,081
    825 shares of LAS VEGAS SANDS CORP 40,454 38,082
    755 shares of LINKEDIN CORPORATION CLASS A 70,641 86,689
    290 shares of MASTERCARD INC 81,382 142,471
    435 shares of MERCADOLIBRE, INC. 28,533 34,169
    755 shares of MICHAEL KORS HOLDINGS LIMITED O 42,681 38,528
    1050 shares of NATL OILWELL VARCO 56,802 71,768
    23130 shares of PIMCO EMERGING LOCAL BOND FUND 230,629 253,965
    38255 shares of PIMCO FD PAC INV MGMT FOREIGN 416,054 416,601
    62031 shares of PIMCO HIGH-YIELD INSTL 474,034 597,975
    380 shares of PRECISION CASTPARTS 43,254 71,980
    130 shares of PRICELINE.COM INCORPORATED 27,647 80,651
    1325 shares of QUALCOMM INC 63,990 81,964
    740 shares of RED HAT, INC 38,884 39,190
    192 shares of REGENERON PHARMACEUTICALS, INC 28,829 32,845
    468 shares of SALESFORCE.COM 41,804 78,671
    570 shares of SCHLUMBERGER LTD 42,497 39,500
    1430 shares of STARBUCKS CORP COM 69,592 76,691
    325 shares of TRANSDIGM GRP INC 29,246 44,317
    500 shares of ULTA SALON, COSMETICS FRAGRANCE, INC. 34,495 49,130
    870 shares of UNDER ARMOUR INC 34,928 42,221
    16161 shares of VANGUARD 500 IDX FD SIGNAL SHS 1,556,536 1,753,789
    11839 shares of VANGUARD INTL GROWTH FD ADMIRAL SHS 788,621 725,510
    9696 shares of VANGUARD SMALL CAP GROWTH INDEX ADMIRAL 291,890 303,477
    550 shares of VISA INC 32,143 83,369
    575 shares of VMWARE INC 48,293 54,131
    625 shares of WHOLE FOODS MARKET, INC. 48,052 56,975

    TY 2012 OtherAssetsSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRI Loan to Tzedec Economic Development Fund 150,000 150,000 150,000


    TY 2012 OtherExpensesSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 52,530     52,530
    Bank Charges 22 22    
    Foundation Dues Memberships 165     165
    Office Supplies 70     70
    Postage 25     25
    State or Local Filing Fees 61     61


    TY 2012 OtherIncomeSchedule2
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Federal Tax Refund 1,500    
    Interest Income from PRIs 1,500 1,500  


    TY 2012 OtherNotesLoansRcvblShortSch2
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of 501(c)(3) Organization Balance Due
    LEO BAECK EDUCATION CENTER
          		50,000


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 67,621 67,621    
    Other Professional Services in Connection with DCA 540     540


    TY 2012 TaxesSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Software ID:12000057
    Software Version:12.19.1011.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2012 4,700      
    Foreign Tax Paid 45 45    
    IRS Excise Tax Payment with 1st ext 990-PF 3,576