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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
The Shepard Broad Foundation Inc
 
% 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)

(800) 839-1754
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$17,183,497J 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).............. 1,344,571
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 2,116 2,116  
4 Dividends and interest from securities...... 385,156 385,156  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 402,968
b Gross sales price for all assets on line 6a 1,924,566
7 Capital gain net income (from Part IV, line 2)... 402,968
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........ 2,136,311 791,740  
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 84,474 84,474    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,760      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,442     1,442
21 Travel, conferences, and meetings....... 4,166     4,166
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 62,838 41   62,797
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 168,680 84,515   68,405
25 Contributions, gifts, grants paid........ 1,395,464 1,395,464
26 Total expenses and disbursements. Add lines 24 and 25 1,564,144 84,515   1,463,869
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 572,167
b Net investment income (if negative, enter -0-) 707,225
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 633,828 522,838 522,838
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) bullet  
Less: allowance for doubtful accounts bullet   50,000    
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 902,467 Click to see attachment862,233 894,960
b Investments—corporate stock (attach schedule)........ 9,797,189 Click to see attachment10,438,113 13,811,414
c Investments—corporate bonds (attach schedule)........ 1,626,965 Click to see attachment1,759,432 1,804,285
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) 13,160,449 13,732,616 17,183,497
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 13,160,449 13,732,616
30 Total net assets or fund balances (see instructions)...... 13,160,449 13,732,616
31 Total liabilities and net assets/fund balances (see instructions).. 13,160,449 13,732,616
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 13,160,449
2 Enter amount from Part I, line 27a..................... 2 572,167
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 13,732,616
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 13,732,616
Form 990-PF (2014)
Form 990-PF (2014)
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 1,924,566   1,521,598 402,968
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       402,968
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 2 402,968
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 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))
2013 1,559,900 15,184,553 0.102729
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
2 Total of line 1, column (d) ...................... 2 0.568651
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 0.11373
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 16,874,968
5 Multiply line 4 by line 3....................... 5 1,919,190
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,072
7 Add lines 5 and 6......................... 7 1,926,262
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,463,869
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 (2014)
Form 990-PF (2014)
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 14,145
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 14,145
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 14,145
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 10,036
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,462
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,498
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 10 353
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet353 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletFoundation 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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 Managemen 84,474
    400 S EL CAMINO REAL STE 800
    SAN MATEO,CA94402
    Foundation Source Administrative 62,571
    55 Walls Drive 3rd Fl
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    16,405,562
    b
    Average of monthly cash balances.......................
    1b
    676,385
    c
    Fair market value of all other assets (see instructions)................
    1c
    50,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,131,947
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,131,947
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    256,979
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,874,968
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    843,748
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    843,748
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    14,145
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,145
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    829,603
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    829,603
    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
    829,603
    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
    1,463,869
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,463,869
    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
    1,463,869
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 829,603
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:2012, 2011, 2010  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 724,111
    b From 2010....... 886,305
    c From 2011....... 719,784
    d From 2012....... 742,094
    e From 2013....... 815,091
    fTotal of lines 3a through e......... 3,887,385
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,463,869
    a Applied to 2013, 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 2014 distributable amount..... 829,603
    e Remaining amount distributed out of corpus 634,266
    5 Excess distributions carryover applied to 2014.    
    (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 4,521,651
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		724,111
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		3,797,540
    10 Analysis of line 9:
    a Excess from 2010.... 886,305
    b Excess from 2011.... 719,784
    c Excess from 2012.... 742,094
    d Excess from 2013.... 815,091
    e Excess from 2014.... 634,266
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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 THE HEBREW UNIVERSITY INC
    ONE BATTERY PARK PLZ 25TH FL
    NEW YORK,NY10004     		N/A PC Scholarship Fund 5,000
    AMERICAN HEBREW ACADEMY INC
    4334 HOBBS RD
    GREENSBORO,NC27410     		N/A PC Scholarship Fund 25,000
    AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF
    55 E 59TH ST
    NEW YORK,NY10022     		N/A PC General & Unrestricted 5,000
    AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF
    55 E 59TH ST
    NEW YORK,NY10022     		N/A PC Scholarship Fund for the Engineer and Educator Program 20,000
    AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA
    245 5TH AVE STE 2203
    NEW YORK,NY10016     		N/A PC Expectant Parenting Program 25,000
    AMERICANS FOR IMMIGRANT JUSTICE
    3000 BISCAYNE BLVD STE 400
    MIAMI,FL33137     		N/A PC General & Unrestricted 3,500
    BARRY UNIVERSITY INC
    11300 NE 2ND AVE
    MIAMI SHORES,FL33161     		N/A PC General & Unrestricted 10,000
    BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI
    701 SW 27TH AVE STE 800
    MIAMI,FL33135     		N/A PC General & Unrestricted 2,500
    BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC
    1 PENN PLZ
    NEW YORK,NY10119     		N/A PC General & Unrestricted 10,000
    BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC
    1 PENN PLZ
    NEW YORK,NY10119     		N/A PC Charitable Event 10,000
    CAMP FIESTA INC
    2750 N E 183RD ST
    NORTH MIAMI BEACH,FL33160     		N/A PC General & Unrestricted 2,500
    CHARLEE OF DADE COUNTY INC
    155 S MIAMI AVE STE 700
    MIAMI,FL33130     		N/A PC Campers Fund 550
    COMMUNITY FOOD DISTRIBUTION CENTER
    329 NE 166TH ST
    MIAMI,FL33162     		N/A PC General & Unrestricted 250
    CONVENT OF THE SACRED HEART OF MIAMI CARROLLTON SC
    3747 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC General & Unrestricted 2,500
    CORAL GABLES MUSEUM CORPORATION
    PO BOX 141687
    CORAL GABLES,FL33114     		N/A PC General & Unrestricted 150
    CORAL GABLES MUSEUM CORPORATION
    PO BOX 141687
    CORAL GABLES,FL33114     		N/A PC Exhibit Sponsorship Program 1,000
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC Research Laboratory overseen by Dr. James McNamara in support of neuroscience research 15,000
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC Ruth K. Broad Biomedical Research Foundation 25,000
    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 20,000
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC Trinity College Annual Fund 2014-15 6,000
    DURANGO ARTS CENTER INC
    802 E 2ND AVE
    DURANGO,CO81301     		N/A PC General & Unrestricted 1,000
    DURHAM ACADEMY INC
    3601 RIDGE RD
    DURHAM,NC27705     		N/A PC Sheppy Vann Preschool Scholarship Fund 10,000
    DURHAM ACADEMY INC
    3601 RIDGE RD
    DURHAM,NC27705     		N/A PC Evergreen Campaign 2,500
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC JCC Film Series 5,000
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC The Shabbos Project 1,200
    EASTER SEALS SOUTH FLORIDA INC
    1475 NW 14TH AVE
    MIAMI,FL33125     		N/A PC Child Development Center 4,000
    FAIRCHILD TROPICAL BOTANIC GARDEN
    10901 OLD CUTLER RD
    CORAL GABLES,FL33156     		N/A PC Brick Replacement Program 5,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC General & Unrestricted 5,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC Jewish Museum of Florida 2,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC School of International and Public Affairs, for the Morris & Anita Broad Fellowship Award Fund 10,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC School of International and Public Affairs, for the Morris & Anita Broad Fellowship Award Fund 10,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC SIPA Lecture Series Program 25,000
    FLORIDA LIONS EYE BANK INC
    900 NW 17TH ST 3RD FL
    MIAMI,FL33136     		N/A PC General & Unrestricted 5,000
    FLORIDA STATE UNIVERSITY FOUNDATION INC
    2010 LEVY AVE BLDG B STE 300
    TALLAHASSEE,FL32310     		N/A PC Shepard Broad Foundation Scholarship Fund for International Studies 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 THE DANIEL CENTERS FOR PROGRESSIVE JUDA
    4108 LELAND ST
    CHEVY CHASE,MD20815     		N/A PC Bar and Bat Mitzvah in the City program 10,000
    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 ANASTESIA RD 230
    CORAL GABLES,FL33134     		N/A PC Educational Program with Miami-Dade County Public Schools 3,000
    GAINESVILLE HILLEL INC
    2020 W UNIVERSITY AVE
    GAINESVILLE,FL32603     		N/A PC General & Unrestricted 1,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD FL 2
    MIAMI,FL33137     		N/A PC 2014 Annual Regular Campaign Fund 20,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD FL 2
    MIAMI,FL33137     		N/A PC Maxine and Kenneth Schwartz Fund 500
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD FL 2
    MIAMI,FL33137     		N/A PC Miami Beach Jewish Community Center Fund 10,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD FL 2
    MIAMI,FL33137     		N/A PC Morris N. Broad Philanthropic Fund 318,426
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD FL 2
    MIAMI,FL33137     		N/A PC 2014 Annual Regular Campaign Fund 50,000
    GREEN MOUNTAIN COLLEGE
    1 BRENNAN CIR
    POULTNEY,VT05764     		N/A PC General & Unrestricted 5,000
    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 Hearing Screenings at Ruth K. Broad Bay Harbor School for the 2014/2015 school year Fund 5,000
    HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION
    PO BOX 140
    SALEM,NY12865     		N/A PC General & Unrestricted 1,000
    ISLAND DOLPHIN CARE INC
    150 LORELANE PL
    KEY LARGO,FL33037     		N/A PC General & Unrestricted 2,000
    JAFCO CHILDRENS FOUNDATION INC
    4200 N UNIVERSITY DR
    SUNRISE,FL33351     		N/A PC Marge Flanz Alumni Circle Endowment Fund 360
    JEWISH COMMUNAL FUND
    575 MADISON AVE STE 703
    NEW YORK,NY10022     		N/A PC General & Unrestricted 30,000
    JEWISH LIFE
    16501 VENTURA BLVD STE 504
    ENCINO,CA91436     		N/A PC Pioneers of Israel, volume 2 10,000
    JEWISH WAR VETERANS OF THE UNITED STATES OF AMERIC
    1811 R ST NW
    WASHINGTON,DC20009     		N/A PC Charitable Event 3,000
    JEWISH WAR VETERANS OF THE UNITED STATES OF AMERIC
    1811 R ST NW
    WASHINGTON,DC20009     		N/A PC Charitable Event 1,000
    KIDS DREAMS INC
    PO BOX 3947
    WEST PALM BCH,FL33402     		N/A PC Scholarship Programs Fund 500
    LEO BAECK EDUCATION CENTER FOUNDATION
    3555 TIMMONS LN STE 1400
    HOUSTON,TX77027     		N/A PC General & Unrestricted 50,000
    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
    LEO BAECK EDUCATION CENTER FOUNDATION
    3555 TIMMONS LN STE 1400
    HOUSTON,TX77027     		N/A PC Haifa Program 2,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC Endowment fund and Lecture Series Program 30,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC 2014-15 Annual Fund 10,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC Student Travel and Study Abroad Fund 5,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC Student Travel and Study Abroad Program 70,000
    LOS ANGELES LAWYERS PHILHARMONIC
    157 S FAIRFAX AVE
    LOS ANGELES,CA90036     		N/A PC General & Unrestricted 1,000
    MIAMI COUNTRY DAY SCHOOL INC
    601 NE 107TH ST
    MIAMI,FL33161     		N/A PC General & Unrestricted 1,500
    MIAMI JEWISH HEALTH SYSTEMS INC
    5200 NE 2ND AVE
    MIAMI,FL33137     		N/A PC General & Unrestricted 500
    MIAMI JEWISH HEALTH SYSTEMS INC
    5200 NE 2ND AVE
    MIAMI,FL33137     		N/A PC Hazel Cypen Tower Fund 5,000
    MIAMI JEWISH HEALTH SYSTEMS INC
    5200 NE 2ND AVE
    MIAMI,FL33137     		N/A PC Hazel Cypen Tower Fund 1,000
    MIAMI MUSIC PROJECT INC
    2125 BISCAYNE BLVD STE 215
    MIAMI,FL33137     		N/A PC General & Unrestricted 20,000
    MIAMI THEATER CENTER INC
    9806 NE 2ND AVE
    MIAMI SHORES,FL33138     		N/A PC 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 2,300
    MUSEUM OF SCIENCE INC
    3280 S MIAMI AVE
    MIAMI,FL33129     		N/A PC Miami Dade County public school educational visits to the wildlife bird center for the 2014-15 school year 500
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 30,000
    NEW WORLD SYMPHONY INC
    500 17TH ST
    MIAMI BEACH,FL33139     		N/A PC Educational music program at RKBBH K-8 Center and the public schools program for the 2014-15 school year 5,000
    NEW YORK UNIVERSITY SCHOOL OF MEDICINE
    ONE PARK AVE 17TH FL
    NEW YORK,NY10016     		N/A PC Meydani Teledermatology Project 10,000
    NOVA SOUTHEASTERN UNIVERSITY INC
    3301 COLLEGE AVE
    DAVIE,FL33314     		N/A PC Law Dean's Professional Development Fund 25,000
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A PC Story Center Capital Campaign 5,000
    OLD FORT LOWELL NEIGHBORHOOD ASSOCIATION INC
    5230 E FORT LOWELL RD
    TUCSON,AZ85712     		N/A PC San Pedro Chapel Project 750
    OUR PRIDE ACADEMY INC
    10100 SW 107TH AVE
    MIAMI,FL33176     		N/A PC Special Olympics Fund 1,000
    OUTSIDE IN PRODUCTIONS
    PO BOX 5714
    SANTA FE,NM87502     		N/A PC General & Unrestricted 2,500
    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
    PANCREATIC CANCER ACTION NETWORK INC
    1500 ROSECRANS AVE STE 200
    MANHATTAN BCH,CA90266     		N/A PC General & Unrestricted 555
    PELICAN HARBOR SEABIRD STATION INC
    1279 NE 79 ST CAUSEWAY
    MIAMI,FL33138     		N/A PC 2014 annual grant for general operating expenses of the wildlife rehabilitation program 500
    PTA FLORIDA CONGRESS
    4100 PRAIRIE AVE
    MIAMI BEACH,FL33140     		N/A PC North Beach Elementary 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 Award Fund 1,000
    PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC Bobcat pins for the Sterling Bobcat Community Services 2,700
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC Annual Fund 18,000
    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 The Ann Broad Bussel Middle School Teaching Fund 3,000
    SHAKE-A-LEG MIAMI INC
    2620 S BAYSHORE DR
    MIAMI,FL33133     		N/A PC General & Unrestricted 2,500
    SLATE VALLEY MUSEUM FOUNDATION
    17 WATER ST
    GRANVILLE,NY12832     		N/A SO III FI General & Unrestricted 2,000
    SLATE VALLEY MUSEUM FOUNDATION
    17 WATER ST
    GRANVILLE,NY12832     		N/A SO III FI Annual 2014 grant for the High School Field Trip 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 Scholarship Fund for the 2014/2015 school year 1,500
    SOUTHERN VERMONT ARTS CENTER INCORPORATED
    PO BOX 617
    MANCHESTER,VT05254     		N/A PC General & Unrestricted 200
    ST PAULS SCHOOL
    325 PLEASANT ST
    CONCORD,NH03301     		N/A PC ASP Class of 1965 Scholarship 1,000
    STANFORD LAW SCHOOL
    CROWN QUADRANGLE 559 NATHAN ABBOTT
    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 2014/2015 10,000
    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 Rabbi's 25th Anniversary Fund, in honor of Rabbi Gayle Pomerantz 2,500
    TEMPLE BETH SHOLOM
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		N/A PC To support the annual programming costs to promote innovative and creative Jewish progamming in the Arts 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 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 Scholarship Fund 2,000
    THE MIAMI CLASSICAL GUITAR SOCIETY INC
    10630 S W 129TH AVE
    MIAMI,FL33185     		N/A PC General & Unrestricted 5,200
    THE MIAMI FOUNDATION INC - THE GOOD GOVERNMENT INI
    200 S BISCAYNE BLVD STE 505
    MIAMI,FL33131     		N/A PC The Good Government Initiative 2,500
    THE MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IM
    601 SW 8TH AVE
    MIAMI,FL33130     		N/A PC visual screenings at the Ruth K. Broad Bay Harbor K-8 Center and presciption eyeglasses for students 6,000
    THE PAINTED TURTLE
    1300 4TH ST STE 300
    SANTA MONICA,CA90401     		N/A PC care and feeding of the pony "Ladybug" in the equine Program 2,500
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC Top 5 Rising Second Year Law Students Award Fund 8,500
    THE UCLA FOUNDATION
    10920 WILSHIRE BLVD STE 900
    LOS ANGELES,CA90024     		N/A PC Semel Institute's Longevity Center 1,500
    THOMAS ARMOUR YOUTH BALLET INC
    5818 SW 73RD ST
    SOUTH MIAMI,FL33143     		N/A PC General & Unrestricted 1,000
    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 Annual Summer Tutorial Program 10,048
    TOWN OF BAY HARBOR ISLANDS
    9665 BAY HARBOR TERRACE
    BAY HARBOR ISLANDS,FL33154     		N/A PC Sundays with Shepard Program 1,000
    TOWN OF BAY HARBOR ISLANDS
    9665 BAY HARBOR TERRACE
    BAY HARBOR ISLANDS,FL33154     		N/A PC Charitable Event 5,500
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe
    601 FRANKLIN BLDG 3451 WALNUT ST
    PHILADELPHIA,PA19104     		N/A PC College of Arts and Sciences 3,500
    UNIVERSITY OF FLORIDA FOUNDATION INC
    PO BOX 14425
    GAINESVILLE,FL32604     		N/A PC Lastinger Center - College of Education 20,000
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A PC For the University of Miami School of Education and Human Development for the student-teaching program in association with Breakthrough Miami 25,000
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A PC University of Miami Health System's Physical Medicine and Rehabilitation Residency 10,000
    UNIVERSITY OF MIAMI - SYLVESTER COMPREHENSIVE CANC
    PO BOX 016960
    MIAMI,FL33101     		N/A PC Michael S. Gordon Center for Research and Medical Education 1,000
    UNIVERSITY OF MIAMI - SYLVESTER COMPREHENSIVE CANC
    PO BOX 016960
    MIAMI,FL33101     		N/A PC Spine Institute 5,000
    UNIVERSITY OF MIAMI - SYLVESTER COMPREHENSIVE CANC
    PO BOX 016960
    MIAMI,FL33101     		N/A PC Sylvester Cancer Center 500
    UNIVERSITY OF MIAMI - UNIV OF MIAMI TISSUE BANK
    PO BOX 248073
    CORAL GABLES,FL33146     		N/A PC General & Unrestricted 10,000
    UNIVERSITY OF VERMONT
    411 MAIN ST
    BURLINGTON,VT05401     		N/A PC Holocaust Studies Program 500
    V-DAY
    111 E 14TH ST 188
    NEW YORK,NY10003     		N/A PC OBR Miami including the 2014 workshop and panel relating to Eve Ensler's September 2014 visit to Miami 2,000
    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 2,275
    WOMENS FUND OF MIAMI-DADE INC
    3001 PONCE DE LEON BLVD STE 264
    CORAL GABLES,FL33134     		N/A PC The Super Market Media Project 5,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		N/A PC The Yale Class of 1970 45th Reunion Gift and School of Management Annual Fund 5,000
    YOUNG PATRONESSES OF THE OPERA INC
    PO BOX 347616
    MAIMI,FL33234     		N/A PC General & Unrestricted 5,000
    YOUNG PATRONESSES OF THE OPERA INC
    PO BOX 347616
    MAIMI,FL33234     		N/A PC performances at Ruth K. Broad Bay Harbor K-8 Center for the 2013-14 School Year 1,500
    ZOOLOGICAL SOCIETY OF FLORIDA
    12400 SW 152ND ST
    MIAMI,FL33177     		N/A PC To support programming at RKBBH School K-8 for the 2014-15 School year 3,200
    Total .................................bullet 3a 1,395,464
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 2,116  
    4 Dividends and interest from securities....     14 385,156  
    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 .............     		    18 402,968  
    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)..   791,740  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13791,740
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    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
    2014
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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  
    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.)
    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    The Shepard Broad Foundation Inc
          		Employer identification number

    59-0998866
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    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 2014 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 2014 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 - 5.600% - 05 15,392 15,265
    ACE INA HLDG INC DEB - 8.875% 6,610 7,462
    AFLAC INC - 8.500% - 05/15/201 10,471 12,513
    ALTRIA GROUP INC - 9.250% - 08 6,383 6,425
    ALTRIA GROUP INC GTD NT - 4.75 11,049 11,062
    AMER EXP - 5.500% - 09/12/2016 10,019 10,733
    AMERICAN EXPRESS CO - 7.000% - 11,742 11,557
    AMERITECH CAP FUNDING CORP - 6 10,418 12,114
    AMGEN INC - 4.100% - 06/15/202 16,052 16,087
    APPLE - 3.850% - 05/04/2043 5,060 5,003
    ARCHER DANIELS - 7.500% - 03/1 12,608 13,431
    AVALON BAY - 5.700% - 03/15/20 17,589 16,358
    BANC OF AMER COMM CL A4 - 5.35 13,181 13,951
    BANK OF NEW YORK MELLON - 5.45 10,002 11,315
    BANK OF NOVA SCOTIA - 3.400% - 25,962 25,039
    BANK OF NOVA SCOTIA SR NT - 0. 10,039 10,018
    BB&T CORP - 5.200% - 12/23/201 19,138 20,801
    BECTON DCKNSN - 7.000% - 08/01 11,959 12,952
    BERKSHIRE HATHAWAY - 3.000% - 9,952 10,107
    BERKSHIRE HATHAWAY FIN CORP - 21,501 22,378
    BESTFOODS MTS - 6.625% - 04/15 11,562 13,266
    BLACKROCK INC - 5.000% - 12/10 10,639 11,306
    BOEING CO - 7.250% - 06/15/202 12,597 13,287
    BP CAPITAL MARKETS - 3.875% - 26,090 25,160
    BURLINGTON NORTHN SANTA - 6.15 4,810 6,536
    CAMPBELL SOUP - 8.875% - 05/01 12,851 12,891
    CAPITAL ONE FINL CORP - 2.150% 25,362 25,075
    CATERPILLAR - 6.625% - 07/15/2 11,712 13,078
    CHUBB - 6.600% - 08/15/2018 16,698 17,085
    CINTAS CORP NO - 4.300% - 06/0 15,955 16,218
    CITIGROUP INC - 6.010% - 01/15 31,091 30,043
    CLOROX CO DEL SR NT - 5.950% - 16,697 16,735
    CME GROUP INC - 3.000% - 09/15 15,062 15,258
    COCA COLA CO NT - 1.500% - 11/ 20,220 20,186
    COMCAST CORPORA - 9.455% - 11/ 15,439 14,376
    CONOCOPHILLIPS - 5.750% - 02/0 16,563 17,052
    DEERE & CO DEB - 8.100% - 05/1 13,311 15,237
    DEVON ENERGY CORP NOTE - 6.300 10,094 11,401
    DOVER - 6.650% - 06/01/2028 11,846 13,157
    DU PONT E I DE NEMOURS - 6.000 21,277 22,777
    EATON CORP - 5.600% - 05/15/20 14,897 16,646
    EQUITABLE COS - 7.000% - 04/01 11,698 12,563
    FIFTH THIRD BANCORP - 2.300% - 15,053 14,998
    FLORIDA POWER CORP - 5.800% - 10,036 11,182
    GE - 5.250% - 12/06/2017 10,591 11,095
    GE CAP - 4.978% - 05/10/2043 14,107 13,604
    GE CAP CORP - 5.500% - 01/08/2 5,530 5,729
    GE CAP CORP MTN BE FR - 6.750% 5,667 6,829
    GOLDMAN SACHS GROUP NTS - 7.50 30,653 29,697
    GOLDMAN SACHS GRP INC - 6.000% 5,077 5,761
    HALLIBURTON COMPANY - 6.700% - 4,997 6,466
    HARTFORD FINL SVC GRP NT - 6.3 9,249 11,309
    HERSHEY - 4.850% - 08/15/2015 14,439 15,414
    HOME DEPOT INC SR NT - 4.400% 5,678 5,539
    INTERNATIONAL BUSINESS MACHS - 26,502 25,600
    ISRAELI 3RD 10YR - 5.00% - 06/ 99,999 99,999
    ISRAELI 3RD JUBILEE 10 YR BD - 99,999 99,999
    ISRAELI 4TH JUBILEE 10 YR BD - 149,999 149,999
    JPMORGAN CHASE & CO - 4.350% - 5,003 5,430
    JPMORGAN CHASE & CO SR NT - 4. 15,219 16,116
    KELLOGG CO - 4.000% - 12/15/20 15,910 16,071
    KEYCORP SER I - 5.100% - 03/24 10,786 11,286
    KRAFT FOODS INC - 6.125% - 08/ 9,822 11,365
    LB-UBS COML MTG REMIC - 5.156% 27,511 25,049
    LINCOLN NATIONAL CORP - 8.750% 12,180 12,553
    LOCKHEED MARTIN CORP - 4.850% 9,920 11,252
    MARKEL CORP SR NT - 5.350% - 0 10,064 11,241
    MCDONALD'S CORP - 5.350% - 03/ 5,016 5,556
    MERRILL LYNCH MTN BE - 6.400% 15,661 16,713
    METLIFE INC NT - 5.000% - 06/1 31,167 30,584
    MORGAN STANLEY - 5.375% - 10/1 20,456 20,687
    MORGAN STANLEY - 6.625% - 04/0 5,457 5,697
    NEW AMERICA HOLDINGS - 8.500% 4,798 6,651
    PARKER-HANNIFIN CORP- 6.250% - 6,327 6,729
    PEPSI BOTTLING GRP INC GTD - 7 13,495 13,798
    PFIZER INC - 6.200% - 03/15/20 15,000 17,461
    PHILLIPS 66 - 5.875% - 05/01/2 5,898 5,774
    PNC FDG CORP - 5.625% - 02/01/ 9,949 10,796
    PNC FUNDING CORP - 3.300% - 03 15,375 15,336
    PNC FUNDING CORP - 5.250% - 11 10,363 10,359
    PNC FUNDING CORP SR NT - 3.625 10,290 10,029
    PROCTER & GAMBLE CO DEB - 8.00 14,886 14,173
    PROGRESSIVE CORP - 3.750% - 08 20,807 21,442
    PRUDENTIAL FINL INC - 6.100% - 10,081 11,055
    SYSCO - 5.375% - 03/17/2019 17,212 16,982
    THERMO FISHER SCIENTIFIC INC - 10,111 10,314
    TIME WARNER CO - 6.625% - 05/1 5,675 6,285
    UNION PACIFIC CORP - 7.875% - 12,151 12,054
    UNITED PARCEL SERVC - 6.200% - 6,522 6,640
    UNITED TECHNOLOGIES CORP - 9.0 6,789 6,481
    US BANK TR NAT - 4.800% - 04/1 14,382 15,178
    UTX - 8.750% - 03/01/2021 6,865 6,830
    VERIZON COMMUNICATIONS INC - 6 11,385 11,317
    VERIZON GLOBAL FDG CORP - 7.75 6,828 6,932
    VIRGINIA ELEC & PWR CO - 8.875 6,235 8,375
    WAL MART STORES INC - 6.500% - 6,306 6,852
    WELLS FARGO & CO - 1.500% - 07 20,290 20,098
    WELLS FARGO - 5.1250% - 09/15/ 14,136 16,001
    WELLS FARGO - 5.625% - 12/11/2 16,935 16,685
    WISCONSIN PWR & LT CO - 6.375% 6,996 6,935

    TY 2014 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 44,407
    AMAZON COM 11,173 48,104
    AMERN AADV INTL EQ FD INTL CL 510,171 450,441
    APPLE INC. 29,278 68,767
    ARM HOLDINGS PLC 47,500 75,469
    BAIDU.COM - ADR 46,775 46,734
    BE AEROSPACE, INC. 8,931 33,478
    BIOGEN IDEC INC 30,689 35,982
    CELGENE CORP 63,972 94,410
    CHIPOTLE MEX GRILL 42,659 70,505
    CUMMINS INC 43,636 56,947
    DFA EMERGING MARKETS VALUE POR 446,022 447,767
    DFA INTERNATIONAL SMALL CO POR 410,309 432,530
    DFA INTERNATIONAL VALUE PORTFO 434,090 432,728
    DFA U.S. LARGE CAP VALUE PORTF 1,091,623 2,197,717
    DFA U.S. SMALL CAP VALUE PORTF 808,821 957,999
    EATON VANCE STRUCTURED EMERGIN 465,900 448,950
    FACEBOOK INC 86,467 173,595
    FIREEYE INC 32,023 12,948
    GILEAD SCIENCES INC 52,380 100,858
    GOOGLE INC CL A 34,867 30,778
    GOOGLE INC CL C 65,674 58,430
    HOTCHKIS & WILEY HIGH YLD-I 674,037 629,645
    ILLUMINA INC COM 47,627 47,068
    ING FLOATING RATE FUND CLASS I 369,500 359,402
    ISHARES RUSSELL 2000 GROWTH IN 506,577 914,364
    KLX INC 3,269 11,880
    LAS VEGAS SANDS CORP 49,130 54,089
    LINKEDIN CORPORATION 59,906 122,895
    MASTERCARD INC 38,706 95,207
    MICHAEL KORS HOLDINGS LIMITED 52,449 63,084
    MIDDLEBY CORPORATION (THE) 20,008 28,244
    MONSANTO CO 43,281 48,983
    PHARMACYCLICS INC 35,826 47,681
    PIMCO EMERGING MARKETS FULL SP 248,671 223,484
    PIMCO FD PAC INV MGMT FOREIGN 524,810 479,569
    PRICELINE.COM INCORPORATED 21,267 114,021
    REGENERON PHARMACEUTICALS, INC 36,571 78,768
    SALESFORCE.COM 31,171 83,449
    SPLUNK INC 36,701 48,575
    STARBUCKS CORP COM 78,511 114,050
    TRANSDIGM GRP INC 21,787 47,124
    TRIPADVISOR LLC 44,033 36,434
    TWITTER INC 32,883 26,221
    UNDER ARMOUR INC 22,331 74,690
    VANGUARD 500 INDEX FUND ADM 1,362,042 2,200,101
    VANGUARD INTL GROWTH FD ADMIRA 884,521 910,133
    VANGUARD SMALL CAP GROWTH INDE 298,958 436,318
    VISA INC 23,069 103,569
    WALT DISNEY HOLDINGS CO. 44,644 48,508
    WORKDAY INC 41,258 44,314

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    The Shepard Broad Foundation Inc
    EIN: 59-0998866
    US Government Securities - End of Year Book Value:

    862,233
    US Government Securities - End of Year Fair Market Value:

    894,960
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 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
    LOAN REC - TZEDEC ECONOMIC DEV   150,000 150,000


    TY 2014 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 62,571     62,571
    Bank Charges 41 41    
    MEMBERSHIP FEE 165     165
    State or Local Filing Fees 61     61


    TY 2014 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  


    TY 2014 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 84,474 84,474    


    TY 2014 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 2014 9,700      
    990-PF Extension for 2013 6,060