Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
The Shepard Broad Foundation Inc
 
% c/o Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)801 Brickell AveSuite 2350Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Miami, FL33131
A Employer identification number

59-0998866
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E 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$16,762,233J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 1,555,691
2 Check bullet
3 Interest on savings and temporary cash investments 1,029 1,029  
4 Dividends and interest from securities...... 339,793 339,793  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 452,979
b Gross sales price for all assets on line 6a 3,004,348
7 Capital gain net income (from Part IV, line 2)... 452,979
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 1,500 1,500  
12 Total. Add lines 1 through 11........ 2,350,992 795,301  
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 74,326 74,326    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 11,602      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,931     2,931
21 Travel, conferences, and meetings....... 11,819     11,819
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 57,939 38   57,901
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 158,617 74,364   72,651
25 Contributions, gifts, grants paid........ 1,487,249 1,487,249
26 Total expenses and disbursements. Add lines 24 and 25 1,645,866 74,364   1,559,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 705,126
b Net investment income (if negative, enter -0-) 720,937
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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.......... 698,425 633,828 633,828
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet50,000
Less: allowance for doubtful accounts bullet   50,000 Click to see list of attachments50,000 50,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 1,500    
10a Investments—U.S. and state government obligations (attach schedule) 778,764 Click to see attachment902,467 897,054
b Investments—corporate stock (attach schedule)........ 9,119,087 Click to see attachment9,797,189 13,367,281
c Investments—corporate bonds (attach schedule)........ 1,657,546 Click to see attachment1,626,965 1,664,070
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
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) 12,455,322 13,160,449 16,762,233
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 12,455,323 13,160,449
30 Total net assets or fund balances (see page 17 of the
instructions).................... 12,455,323 13,160,449
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 12,455,323 13,160,449
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 12,455,323
2 Enter amount from Part I, line 27a..................... 2 705,126
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 13,160,449
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 13,160,449
Form 990-PF (2013)
Form 990-PF (2013)
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 SECURITY DEPOSIT - SIMKIN MANAGE - SECURITY DEPOSIT - SIMKIN MANAGEMEN P 2006-12-31  
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 3,002,848   2,549,869 452,979
b 1,500   1,500  
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        
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 2 452,979
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))
2012 1,390,898 13,132,204 0.105915
2011 1,339,917 12,563,008 0.106656
2010 1,447,991 11,332,112 0.127778
2009 1,195,486 9,520,220 0.125573
2008 1,448,760 10,851,068 0.133513
2 Total of line 1, column (d) ...................... 2 0.599435
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 0.119887
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 15,184,553
5 Multiply line 4 by line 3....................... 5 1,820,431
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,209
7 Add lines 5 and 6......................... 7 1,827,640
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,559,900
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 (2013)
Form 990-PF (2013)
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 14,419
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 14,419
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 14,419
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 8,695
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 6,060
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,755
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 10 336
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet336 RefundedBullet 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)
    bulletFL
    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 2013 or the taxable year beginning in 2013 (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.Click to see attachment
    10
    Yes
     
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    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 (2013)
    Form 990-PF (2013)
    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
     
    No
    .........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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    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 (2013)
    Form 990-PF (2013)
    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
    1.0     		0    
    801 Brickell Ave
    Miami,FL33131
    Morris Broad Dir / Chairman
    1.0     		0    
    801 Brickell Ave
    Miami,FL33131
    Ann B Bussel VP / Dir
    1.0     		0    
    801 Brickell Ave
    Miami,FL33131
    Daniel J Bussel Dir
    1.0     		0    
    801 Brickell Ave
    Miami,FL33131
    Deborah Bussel Dir / Sec / Treas
    1.0     		0    
    801 Brickell Ave
    Miami,FL33131
    John M Bussel Pres / Dir
    1.0     		0    
    801 Brickell Ave
    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 Mgmt 74,326
    400 S El Camino Real Ste 800
    SAN MATEO,CA94402
    Foundation Source Administrative 56,775
    55 Walls Drive suite 302
    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
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    759,228
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    14,419
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,419
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    744,809
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    744,809
    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
    744,809
    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 ..........
    1a
     
    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
     
    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
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 744,809
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 911,031
    b From 2009....... 724,111
    c From 2010....... 886,305
    d From 2011....... 719,784
    e From 2012....... 742,094
    fTotal of lines 3a through e......... 3,983,325
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,559,900
    a Applied to 2012, 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 2013 distributable amount..... 744,809
    e Remaining amount distributed out of corpus 815,091
    5 Excess distributions carryover applied to 2013.    
    (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 4,798,416
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		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 2008 not
    applied on line 5 or line 7 (see instructions) ...     		911,031
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		3,887,385
    10 Analysis of line 9:
    a Excess from 2009.... 724,111
    b Excess from 2010.... 886,305
    c Excess from 2011.... 719,784
    d Excess from 2012.... 742,094
    e Excess from 2013.... 815,091
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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).)
    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 (2013)
    Form 990-PF (2013)
    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
    AHRC NEW YORK CITY FOUNDATION INC
    83 MAIDEN LN
    NEW YORK,NY10038     		N/A PC General & Unrestricted 1,000
    AISH HATORAH JERUSALEM FUND INC
    3150 SHERIDAN AVE
    MIAMI,FL33140     		N/A PC General & Unrestricted 1,000
    AMERICAN FRIENDS OF LEKET ISRAEL INC
    384 WARWICK AVE
    TEANECK,NJ07666     		N/A PC General & Unrestricted 2,500
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		N/A PC General & Unrestricted 2,500
    AMERICAN JEWISH WORLD SERVICE INC
    45 W 36TH ST 11TH FL
    NEW YORK,NY10018     		N/A PC Typhoon Haiyan Relief 1,000
    AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA
    245 5TH AVE STE 2203
    NEW YORK,NY10016     		N/A PC Expectant Parenting Program 30,000
    BARRY UNIVERSITY
    11300 NE 2ND AVE
    MIAMI SHORES,FL33161     		N/A PC 2013-14 Annual Fund 5,000
    BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI
    701 SW 27TH AVE
    MIAMI,FL33135     		N/A PC General & Unrestricted 2,500
    BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC
    1 PENN PLZ STE 6250
    NEW YORK,NY10119     		N/A PC General & Unrestricted 10,000
    CAMP FIESTA INC
    2750 N E 183RD ST
    NORTH MIAMI BEACH,FL33160     		N/A PC General & Unrestricted 2,500
    CASA VALENTINA INC
    2990 SW 35TH AVE
    MIAMI,FL33133     		N/A PC Annual Gift for 2013 Fund 200
    CHILDRENS BEREAVEMENT CENTER INC
    7600 S RED RD STE 307
    SOUTH MIAMI,FL33143     		N/A PC General & Unrestricted 10,000
    CHRISTOPHER COLUMBUS HIGH SCHOOL
    3000 SW 87TH AVE
    MIAMI,FL33165     		N/A PC Memorial Fund 5,000
    CONGREGATION BNAI JESHURUN
    1025 S ORANGE AVE
    SHORT HILLS,NJ07078     		N/A PC General & Unrestricted 5,000
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC General & Unrestricted 6,000
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC Ruth K. Broad Biomedical Research Foundation 500
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC Ruth K. Broad Biomedical Research Foundation's Lecture Seminar on Neurobiology and Disease 40,000
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC Jewish Life at Duke 250
    DURHAM ACADEMY INC
    3601 RIDGE RD
    DURHAM,NC27705     		N/A PC Evergreen Campaign for the matching grant 2,500
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Scholarship Mural Project 1,000
    EASTER SEALS SOUTH FLORIDA INC
    1475 NW 14TH AVE
    MIAMI,FL33125     		N/A PC Child Development Center 4,000
    FEEDING AMERICA
    35 E WACKER DR STE 2000
    CHICAGO,IL60601     		N/A PC General & Unrestricted 2,500
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST
    MIAMI,FL33199     		N/A PC General & Unrestricted 5,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST
    MIAMI,FL33199     		N/A PC School of International and Public Affairs 20,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST
    MIAMI,FL33199     		N/A PC School of International and Public Affairs for the Ruth K. and Shepard Broad Lecture Series 10,000
    FLORIDA LIONS EYE BANK INC
    900 NW 17TH ST 3RD FL
    MIAMI,FL33136     		N/A PC General & Unrestricted 10,000
    FLORIDA STATE UNIVERSITY FOUNDATION INC
    INNOVATION PARK 2010 LEVY AVE
    TALLAHASSEE,FL32306     		N/A PC School of Social Sciences & Public Policy 2,000
    FREEDOM OF RELIGION FOR ISRAEL INC
    182 E 95TH ST APT 24G
    NEW YORK,NY10128     		N/A PC General & Unrestricted 5,000
    FRIENDS OF HUMANITY CORPORATION
    15414 NE 2ND AVE
    MIAMI,FL33162     		N/A PC General & Unrestricted 1,000
    FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA
    4108 LELAND ST
    CHEVY CHASE,MD20815     		N/A PC General & Unrestricted 2,500
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    8177 W GLADES RD STE 208
    BOCA RATON,FL33434     		N/A PC General & Unrestricted 10,000
    GABLESTAGE INC
    1200 ANASTASIA AVE
    CORAL GABLES,FL33134     		N/A PC GableStage Productions and Dade County Educational Programming 3,000
    GRACE FOUNDATION OF NEW YORK
    264 WATCHOGUE RD
    STATEN ISLAND,NY10314     		N/A PC General & Unrestricted 1,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC Miami Beach Jewish Community Center Fund 10,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC Morris N. Broad Philanthropic Fund 472,305
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC 2013 Annual Campaign 50,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC 2013 Annual Campaign 18,000
    GREEN MOUNTAIN COLLEGE
    1 BRENNAN CIR
    POULTNEY,VT05764     		N/A PC General & Unrestricted 10,000
    H3 HEALTH HOPE HEALING INC
    1935 CALAIS DR APT 205
    MIAMI BEACH,FL33141     		N/A PC General & Unrestricted 750
    HEALTH INFORMATION PROJECT INC
    4601 PONCE DE LEON BLVD STE 300
    CORAL GABLES,FL33146     		N/A PC General & Unrestricted 2,500
    HEARING RESEARCH INSTITUTE INC
    7000 SW 62ND AVE STE 210
    SOUTH MIAMI,FL33143     		N/A PC General & Unrestricted 5,000
    HEARING RESEARCH INSTITUTE INC
    7000 SW 62ND AVE STE 210
    SOUTH MIAMI,FL33143     		N/A PC Hearing Screenings at Ruth K. Broad Bay Harbor School 5,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    574 HILGARD AVE
    LOS ANGELES,CA90024     		N/A PC 2013 Annual Gala Honoring Carole Goldberg 1,200
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    777 GLADES RD BLDG LY NO 3A
    BOCA RATON,FL33431     		N/A PC General & Unrestricted 1,000
    HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION
    PO BOX 140
    SALEM,NY12865     		N/A PC General & Unrestricted 2,500
    HUMANE SOCIETY OF GREATER MIAMI INC AND DADE COUNT
    16101 W DIXIE HWY
    MIAMI,FL33160     		N/A PC General & Unrestricted 2,000
    ICIVICS
    1875 K ST NW STE 500
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 11,500
    JEWISH COMMUNAL FUND
    575 MADISON AVE STE 703
    NEW YORK,NY10022     		N/A PC General & Unrestricted 20,000
    JEWISH LIFE
    16501 VENTURA BLVD
    ENCINO,CA91436     		N/A PC JLTV's filming of the Maccabiah in Israel 1,800
    KESHER LD INC
    18900 NE 25TH AVE
    N MIAMI BEACH,FL33180     		N/A PC Golden Guardian Fund for the 2013/2014 School Year 1,000
    LEO BAECK EDUCATION CENTER FOUNDATION
    3555 TIMMONS LN STE 1400
    HOUSTON,TX77027     		N/A PC Mercaz Ruth Program and Beit Ligdol Tov Center 30,000
    LIBERATION IN NORTH KOREA
    1751 TORRANCE BLVD
    TORRANCE,CA90501     		N/A PC General & Unrestricted 500
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC Endowment Fund and Lecture Series 30,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC 2013-14 Annual Fund 10,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC Irving Bussel Scholarship Fund 50,000
    MIAMI CITY BALLET INC
    2200 LIBERTY AVE
    MIAMI BEACH,FL33139     		N/A PC West Side Story Suite Company Premier Program 250
    MIAMI COUNTRY DAY SCHOOL INC
    601 NE 107TH ST
    MIAMI,FL33161     		N/A PC General & Unrestricted 1,500
    MIAMI COUNTRY DAY SCHOOL INC
    601 NE 107TH ST
    MIAMI,FL33161     		N/A PC Lower School Faculty Endowment Fund 1,500
    MIAMI JEWISH HEALTH SYSTEMS INC
    5200 NE 2ND AVE
    MIAMI,FL33137     		N/A PC Hazel Cypen Tower Activities Program 2,000
    MIAMI THEATRE CENTER INC
    9806 NE 2ND AVE
    MIAMI SHORES,FL33138     		N/A PC 2013 Miami Theatre Center Program for Miami-Dade County Public Schools 5,000
    MOUNT SINAI MEDICAL CENTER FOUNDATION INC
    4300 ALTON RD
    MIAMI BEACH,FL33140     		N/A PC General & Unrestricted 12,300
    NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		N/A PC Women of Valor Patron Fund 1,000
    NEW ISRAEL FUND
    2100 M ST NW
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 34,845
    NEW WORLD SYMPHONY INC
    500 17TH ST
    MIAMI BEACH,FL33139     		N/A PC Educational music program 5,000
    NOVA SOUTHEASTERN UNIVERSITY INC
    3301 COLLEGE AVE
    DAVIE,FL33314     		N/A PC General & Unrestricted 50,000
    NYU LANGONE MEDICAL CENTER
    1 PARK AVE 17TH FL
    NEW YORK,NY10016     		N/A PC Cancer Institute Screening Center Breast Cancer Screening Program 10,000
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A PC Annual Fund 7,000
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A PC Haas Endowment Fund 3,000
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A PC Haas Scholarship Fund 1,000
    OUR PRIDE ACADEMY INC
    11025 SW 84TH ST STE 8
    MIAMI,FL33173     		N/A PC General & Unrestricted 5,000
    P E F ISRAEL ENDOWMENT FUNDS INC Interreligious C
    317 MADISON AVE STE 607
    NEW YORK,NY10017     		N/A PC Interreligious Coordinating Council in Israel 1,800
    PELICAN HARBOR SEABIRD STATION INC
    1279 NE 79 ST CAUSEWAY
    MIAMI,FL33138     		N/A PC repair and renovation of 2 exterior mews Project 500
    PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU
    2300 N FLORIDA MANGO RD
    WEST PALM BEACH,FL33409     		N/A PC General & Unrestricted 1,000
    PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC Teacher of the Year Fund 1,000
    PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC Technology Wall Fund 1,300
    PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC Bobcat pins for the Character Program 1,094
    PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC Pride Outside Campaign 1,400
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC Annual Fund 10,000
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC signage at the school's Aquatic Center Program 32,000
    SABRINA COHEN FOUNDATION FOR STEM CELL RESEARCH IN
    1800 SUNSET HARBOUR DR NO 2406
    MIAMI BEACH,FL33139     		N/A PC General & Unrestricted 5,000
    SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC 2013/2014 School Tutoring Program at RKBBH K-8 Center 20,000
    SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC Summer Services provided by Ms. Janice Thomas and Ms. Lauren Perez 5,565
    SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC Summer Services provided by Ms. Janice Thomas and Ms. Lauren Perez 5,565
    SHAKE-A-LEG MIAMI INC
    2620 S BAYSHORE DR
    MIAMI,FL33133     		N/A PC General & Unrestricted 3,000
    SLATE VALLEY MUSEUM FOUNDATION
    17 WATER ST
    GRANVILLE,NY12832     		N/A SO III FI General & Unrestricted 5,000
    SLATE VALLEY MUSEUM FOUNDATION
    17 WATER ST
    GRANVILLE,NY12832     		N/A SO III FI Educational Programming 500
    SOUTHERN SCHOLARSHIP FOUNDATION INC
    322 STADIUM DR
    TALLAHASSEE,FL32304     		N/A PC General & Unrestricted 1,500
    SOUTHERN SCHOLARSHIP FOUNDATION INC
    322 STADIUM DR
    TALLAHASSEE,FL32304     		N/A PC for scholarship needs 1,500
    STANFORD LAW SCHOOL
    CROWN QUADRANGLE
    STANFORD,CA94305     		N/A PC O'Connor Fellowships Program 5,000
    SUNDARI FOUNDATION INC
    1514 NW 2ND AVE APT 1
    MIAMI,FL33136     		N/A PC General & Unrestricted 5,000
    SYRACUSE UNIVERSITY
    820 COMSTOCK AVE STE 100
    SYRACUSE,NY13244     		N/A PC Ruth Kugel Broad Endowed Scholarship Fund 2013/2014 10,000
    TEACH FOR AMERICA - MIAMI
    TEACH FOR AMERICA INC 3252 NE 1ST
    MIAMI,FL33137     		N/A PC General & Unrestricted 2,500
    TEMPLE BETH SHOLOM
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		N/A PC General & Unrestricted 1,000
    TEMPLE BETH SHOLOM
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		N/A PC Endowment Fund to promote innovative and creative Jewish programming in the Arts 20,000
    TEMPLE BETH SHOLOM
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		N/A PC initial 5 years of annual programming cost to promote innovative and creative Jewish programming in the Arts 5,000
    TEMPLE EMANU-EL OF GREATER MIAMI INC
    1701 WASHINGTON AVE
    MIAMI BEACH,FL33139     		N/A PC Charitable Event 800
    TEMPLE ISRAEL OF GREATER MIAMI
    137 NE 19TH ST
    MIAMI,FL33132     		N/A PC Next at 19th 5,000
    TEMPLE ISRAEL OF HOLLYWOOD
    7300 HOLLYWOOD BLVD
    LOS ANGELES,CA90046     		N/A PC General & Unrestricted 5,000
    TEMPLE ISRAEL OF HOLLYWOOD
    7300 HOLLYWOOD BLVD
    LOS ANGELES,CA90046     		N/A PC Building Campaign Fund 25,000
    THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC - F
    18900 NE 25TH AVE
    NORTH MIAMI BEACH,FL33180     		N/A PC Kalansua Home Treatments Program 30,000
    THE INSTITUTE FOR THE ADVANCEMENT OF EDUCATION IN
    171-06 76TH AVE
    FLUSHING,NY11366     		N/A PC 2013 scholarship Fund 2,000
    THE LERNER JEWISH COMMUNITY DAY SCHOOL
    1935 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Annual Fund 2,200
    THE LIBRARY FOUNDATION OF MARTIN COUNTY INC
    2351 SE MONTEREY RD
    STUART,FL34996     		N/A PC General & Unrestricted 500
    THE MIAMI FOUNDATION INC - THE GOOD GOVERNMENT INI
    200 S BISCAYNE BLVD STE 505
    MIAMI,FL33131     		N/A PC General & Unrestricted 2,500
    THE MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IM
    601 SW 8TH AVE
    MIAMI,FL33130     		N/A PC visual screenings at Ruth K. Broad Bay Harbor K-8 Center 6,000
    THE PAINTED TURTLE
    1300 4TH ST STE 300
    SANTA MONICA,CA90401     		N/A PC Equine Program (Ladybug) 2,500
    THE UCLA FOUNDATION - SCHOOL OF LAW
    405 HILGARD BOX 951476
    LOS ANGELES,CA90095     		N/A PC Scholarship Fund 8,500
    THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD
    633 3RD AVE
    NEW YORK,NY10017     		N/A PC Israel Religious Action Committee 1,800
    THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER MI
    730 NW 107TH AVE STE 200
    MIAMI,FL33172     		N/A PC Morningside Elementary afterschool program 10,000
    THOMAS ARMOUR YOUTH BALLET INC
    5818 SW 73RD ST
    SOUTH MIAMI,FL33143     		N/A PC General & Unrestricted 2,000
    TOWN OF BAY HARBOR ISLANDS
    9665 BAY HARBOR TERRACE
    BAY HARBOR ISLANDS,FL33154     		N/A PC Annual Picnic Program 20,000
    TOWN OF BAY HARBOR ISLANDS
    9665 BAY HARBOR TERRACE
    BAY HARBOR ISLANDS,FL33154     		N/A PC computers for senior citizens Program 10,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe
    601 FRANKLIN BLDG 3451 WALNUT ST
    PHILADELPHIA,PA19104     		N/A PC Arts & Sciences Annual Giving Fund 2,500
    UNIVERSITY OF FLORIDA FOUNDATION INC
    PO BOX 14425
    GAINESVILLE,FL32604     		N/A PC Lastinger Center - College of Education Division 20,000
    UNIVERSITY OF FLORIDA FOUNDATION INC
    PO BOX 14425
    GAINESVILLE,FL32604     		N/A PC School of Engineering for powering the new Engineer 10,000
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A PC Frost School of Music 1,000
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A PC Michael S. Gordon Center for Research and Medical Education 1,000
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A PC School of Education 12,500
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A PC Classroom Enhancement Fund 25,000
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A PC Frost School of Music for the Moon River Society Program 2,500
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A PC Breakthrough Miami Program 25,000
    UNIVERSITY OF MIAMI
    4600 RICKENBACKER CAUSEWAY
    MIAMI,FL33149     		N/A PC Sea Secrets Lecture Series Program 5,000
    UNIVERSITY OF MIAMI - UNIVERSITY OF MIAMI TISSUE B
    PO BOX 248073
    CORAL GABLES,FL33146     		N/A PC General & Unrestricted 5,000
    VOICES UNITED INC
    285 W ENID DR
    KEY BISCAYNE,FL33149     		N/A PC workshops for drama school students at Ruth K. Broad Bay Harbor school 1,750
    WOMENS FUND OF MIAMI-DADE INC
    3001 PONCE DE LEON BLVD STE 264
    MIAMI,FL33134     		N/A PC General & Unrestricted 11,000
    WOMENS FUND OF MIAMI-DADE INC
    3001 PONCE DE LEON BLVD STE 264
    MIAMI,FL33134     		N/A PC Charitable Event 375
    WWP INC - WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		N/A PC General & Unrestricted 1,000
    YOUNG PATRONESSES OF THE OPERA INC
    PO BOX 347616
    MAIMI,FL33234     		N/A PC 2 performances of Papageno at Ruth K. Broad Bay Harbor K-8 Center 1,500
    ZOOLOGICAL SOCIETY OF FLORIDA
    12400 SW 152ND ST
    MIAMI,FL33177     		N/A PC to cover programming at KRBBH School K-8 for the 2013-2014 school year 3,200
    Total .................................bullet 3a 1,487,249
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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....          
    3
    Interest on savings and temporary cash investments ............     		    14 1,029  
    4 Dividends and interest from securities....     14 339,793  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 452,979  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aINTEREST INCOME FROM PRI     01 1,500  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   795,301  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13795,301
    (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 (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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 (2013)
    Additional Data


    Software ID:  
    Software Version:  


    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    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 its Form 990PF, Part I, line 2, 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    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
     
     

    Estate of Ellaine Honig  
    1200 S Pine Island Road Ste 800
     
    Plantation, FL33324

    		$211,120


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    Shepard Broad Charitable Lead Annui  
    c/o John M Bussel 801 Brickel Ave
     
    Miami, FL33131

    		$1,344,571


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2013 DepreciationSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Name of Bond End of Year Book Value End of Year Fair Market Value
    7TH JUBILEE FIX 10Y-3.70%-12/0 149,999 149,999
    ACE INA HLDG INC - 5.6% - 05/1 15,392 16,003
    ACE INA HLDG INC DEB-8.8750%-0 6,610 6,899
    AFLAC INC - 8.50% - 05/15/2019 10,471 12,741
    ALTRIA GROUP INC - 9.250% - 08 6,383 6,581
    AMER EXP - 5.5000% - 09/12/201 10,019 11,128
    AMERITECH CAP FUNDING CORP6.55 10,418 10,793
    APPLE - 3.850% - 05/04/2043 5,060 4,178
    ARCHER DANIELS - 7.5000% - 03/ 12,608 12,548
    AT&T BROADBAND - 9.455% - 15,439 13,817
    AVALON BAY - 5.700% - 03/15/20 17,589 16,603
    BANC OF AMER COMM SER 2005-6 C 14,476 15,953
    BANK OF NEW YORK MELLON - 5.45 10,002 11,362
    BANK OF NOVA SCOTIA - 3.400% - 25,962 25,792
    BB&T CORP - 5.2000% - 12/2 19,138 21,586
    BECTON DCKNSN - 7.000% - 08/01 11,959 12,197
    BELLSOUTH CORP NT - 5.200% - 0 25,843 25,815
    BERKSHIRE HATHAWAY - 3.000% - 9,952 9,375
    BERKSHIRE HATHAWAY FIN CORP - 21,501 22,947
    BESTFOODS MTS - 6.6250% - 04/1 11,562 12,231
    BLACKROCK INC - 5.000% - 12/10 10,639 11,291
    BOEING CO - 7.250% - 06/15/202 12,597 12,561
    BP CAP MKTS - 6.625% - 05/08/2 10,511 10,110
    BP CAPITAL MARKETS - 3.875% - 26,090 26,008
    BURLINGTON NORTHN SANTA - 6.15 4,810 5,642
    CAMPBELL SOUP - 8.8750% - 05/0 12,851 12,875
    CAPITAL ONE FINANCIAL CO 7.375 32,353 30,789
    CATERPILLAR - 6.625% - 07/15/2 11,712 12,152
    CHUBB - 6.6000% - 08/15/2018 16,698 17,502
    CINTAS CORP NO - 4.3% - 06/01/ 15,955 15,568
    CLOROX CO DEL SR NT - 5.950% - 16,697 17,127
    CME GROUP INC - 3.00% - 09/15/ 15,062 14,165
    COMCAST CORP NT - 5.300% - 01/ 25,777 25,032
    CONOCOPHILLIPS - 5.750% - 02/0 16,563 17,322
    CONSOL NAT GAS CO (DOMINION RE 25,496 25,157
    DEERE & CO DEB-8.10%-05/15 13,311 13,802
    DEVON ENERGY CORP NOTE - 6.300 10,094 11,589
    DOVER - 6.6500% - 06/01/2028 11,846 12,165
    DU PONT E I DE NEMOURS - 6.000 21,277 23,219
    EATON CORP - 5.600% - 05/15/20 14,897 16,874
    EQUITABLE COS - 7.0000% - 04/0 11,698 10,992
    FLORIDA POWER CORP - 5.8% - 09 10,036 11,408
    GE CAP CORP - 5.50% - 01/08/20 5,530 5,726
    GE CAP CORP MTN BE FR - 6.750% 5,667 6,171
    GENERAL ELEC CO 5.25% DUE 12-0 10,591 11,319
    GOLDMAN SACHS GROUP INC BOND D 14,968 15,023
    GOLDMAN SACHS GRP INC - 6.00% 5,077 5,733
    GOLDMAN SACHS GRP INC MTN BE 6 5,393 5,089
    HALLIBURTON COMPANY - 6.70% - 4,997 6,137
    HARTFORD FINL SVC GRP NT - 6.3 9,249 11,489
    HERSHEY - 4.850% - 08/15/2015 14,439 16,017
    HOME DEPOT INC SR NT-4.40%-04/ 5,678 5,400
    INTERNATIONAL BUSINESS MACHS-8 6,865 6,535
    ISRAELI 3RD JUBILEE 10 YR BD - 100,000 99,999
    ISRAELI 3RD JUBILEE 10 YR BD - 100,000 99,999
    ISRAELI 4TH JUBILEE 10 YR BD - 149,999 149,999
    JPMORGAN CHASE & CO - 4.35 5,003 5,275
    JPMORGAN CHASE & CO SR NT 15,219 15,901
    KELLOGG CO - 4.00% - 12/15/202 15,910 15,524
    KEYCORP SER I - 5.100% - 03/24 10,786 10,929
    KRAFT FOODS INC - 6.125% - 08/ 9,822 11,696
    LB-UBS COML MTG REMIC - 5.156% 28,166 26,693
    LINCOLN NATIONAL CORP - 8.75% 12,180 12,858
    LOCKHEED MARTIN CORP - 4.85% - 9,920 9,829
    MARKEL CORP SR NT-5.35%-06/01/ 10,064 10,771
    MCDONALD'S CORP - 5.350% - 03/ 5,016 5,681
    MELLON FDG - 5.0000% - 12/01/2 10,012 10,400
    MERRILL LYNCH MTN BE - 6.400% 15,661 17,321
    METLIFE INC GLBL NT - 5.500% - 10,550 10,222
    MORGAN STANLEY - 5.375% - 10/1 20,456 21,511
    MORGAN STANLEY - 6.625% - 04/0 5,457 5,833
    NEW AMERICA HOLDINGS 8.500% DU 4,798 6,255
    PARKER-HANNIFIN CORP- 6.250% - 6,327 5,950
    PFIZER INC - 6.200% - 03/15/20 15,000 17,781
    PNC FDG CORP - 5.625% - 02/01/ 9,949 11,084
    PNC FUNDING CORP - 5.25% - 11/ 10,363 10,760
    PROCTER & GAMBLE CO DEB 8. 14,886 13,452
    PROGRESSIVE CORP - 3.75% - 08/ 20,807 20,426
    PRUDENTIAL FINL INC - 6.10% - 10,081 11,417
    THERMO FISHER SCIENTIFIC INC - 10,111 9,910
    TIME WARNER CO - 6.625% - 05/1 5,675 5,739
    U S BANCORP SER R - 4.200% - 0 10,516 10,141
    UNION PACIFIC CORP - 7.875% - 12,151 12,288
    UNITED PARCEL SERVC - 6.20% - 6,522 6,045
    UNITED PARCEL SERVICE - 3.875% 25,543 25,214
    UNITED TECHNLGS CORP - 5.375% 10,849 11,396
    UNITED TECHNOLOGIES CORP - 9.0 6,789 6,672
    US BANK TR NAT - 4.8000% - 04/ 14,382 15,784
    VERIZON COMMUNICATIONS - 8.750 11,687 14,075
    VERIZON GLOBAL FDG CORP - 7.75 6,828 6,347
    VIRGINIA ELEC & PWR CO - 8 6,235 7,667
    WAL MART STORES INC - 6.5% - 0 6,306 6,222
    WELLS FARGO - 5.1250% - 09/15/ 14,136 16,477
    WISCONSIN PWR & LT CO - 6. 6,996 5,990

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALEXION PHARMACEUTICALS, INC. 21,609 31,891
    AMAZON COM 22,670 123,625
    AMERN AADV INTL EQ FD INTL CL 510,171 497,934
    APPLE INC. 37,720 90,885
    ARM HOLDINGS PLC 29,609 65,676
    BE AEROSPACE, INC. 25,020 105,741
    CABOT OIL & GAS CORP 25,639 25,969
    CELGENE CORP 43,058 54,070
    CHIPOTLE MEX GRILL 42,659 54,876
    CUMMINS INC 43,636 55,683
    DFA EMERGING MARKETS VALUE POR 374,022 412,287
    DFA INTERNATIONAL SMALL CO POR 410,309 489,335
    DFA INTERNATIONAL VALUE PORTFO 434,090 486,175
    DFA U.S. LARGE CAP VALUE PORTF 1,091,624 2,044,479
    DFA U.S. SMALL CAP VALUE PORTF 808,821 970,053
    DUNKIN' BRANDS GROUP INC 28,193 28,438
    EATON VANCE STRUCTURED EMERGIN 420,500 434,419
    EBAY INC. 48,853 51,852
    FACEBOOK INC 67,764 110,666
    GILEAD SCIENCES INC 52,380 80,357
    ING FLOATING RATE FUND CLASS I 369,500 367,309
    INTUITIVE SURGICAL, INC. 12,533 38,024
    ISHARES RUSSELL 2000 GROWTH IN 506,577 870,245
    LAS VEGAS SANDS CORP 49,130 73,349
    LINKEDIN CORPORATION 59,906 116,004
    MASTERCARD INC 42,212 104,433
    MICHAEL KORS HOLDINGS LIMITED 52,449 68,200
    MIDDLEBY CORPORATION 20,008 22,773
    MONSANTO CO 43,281 47,786
    PHARMACYCLICS INC. 35,826 41,254
    PIMCO EMERGING MARKETS FULL SP 222,971 219,973
    PIMCO FD PAC INV MGMT FOREIGN 425,245 393,143
    PIMCO HIGH-YIELD INSTL 474,034 596,114
    PRECISION CASTPARTS 33,314 76,751
    PRICELINE.COM INCORPORATED 21,267 116,240
    REGENERON PHARMACEUTICALS, INC 21,535 39,084
    SALESFORCE.COM 31,171 77,652
    SPLUNK INC 34,562 54,936
    STARBUCKS CORP COM 53,688 84,269
    TRANSDIGM GRP INC 21,787 38,645
    TWITTER INC 32,883 46,528
    ULTA SALON, COSMETICS & FR 26,554 37,160
    UNDER ARMOUR INC 26,268 56,745
    VANGUARD 500 IDX FD SIGNAL SHS 1,362,042 1,973,828
    VANGUARD INTL GROWTH FD ADMIRA 884,521 986,565
    VANGUARD SMALL CAP GROWTH INDE 294,605 419,466
    VISA INC 23,069 87,959
    WHOLE FOODS MARKET, INC. 38,033 54,360
    WORKDAY INC 39,871 44,075

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    US Government Securities - End of Year Book Value:

    902,467
    US Government Securities - End of Year Fair Market Value:

    897,054
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 InvestmentsLandSchedule2
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 LandEtcSchedule2
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherAssetsSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRI LOAN - TZEDEC ECONOMIC DEV   150,000 150,000


    TY 2013 OtherExpensesSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 56,714     56,714
    Bank Charges 38 38    
    FOUNDATION DUES & MEMBERSHIP 1,124     1,124
    Postage 2     2
    State or Local Filing Fees 61     61


    TY 2013 OtherIncomeSchedule2
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INTEREST INCOME FROM PRI 1,500 1,500  


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    TY 2013 OtherNotesLoansRcvblLongSch
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    LEO BAECK EDUCATION CENTER   100,000 50,000 2003-07 2011-07 INTEREST QUARTERLY 600 % REAL PROPERTY EDUCATION CASH 100,000

    TY 2013 OtherNotesLoansRcvblShortSch2
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Name of 501(c)(3) Organization Balance Due
    LEO BAECK EDUCATION CENTER
          		50,000


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 74,326 74,326    


    TY 2013 SubstantialContributorsSch
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Name Address
    Estate of Ellaine Honig 1200 S Pine Island Road Ste 800
    Plantation,FL33324


    TY 2013 TaxesSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2013 8,500      
    990-PF Extension for 2012 3,102