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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
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 Ave Suite 2350
  Room/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)

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

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,867,529J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 697 697  
4 Dividends and interest from securities... 375,552 375,552  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 397,143
b Gross sales price for all assets on line 6a 3,715,872
7 Capital gain net income (from Part IV, line 2)... 397,143
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 750 750  
12 Total. Add lines 1 through 11........ 2,118,713 774,142  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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 86,659 86,659    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,762      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,146     1,146
21 Travel, conferences, and meetings....... 12,427     12,427
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 64,037 163   63,874
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 179,031 86,822   77,447
25 Contributions, gifts, grants paid....... 1,380,730 1,380,730
26 Total expenses and disbursements. Add lines 24 and 25 1,559,761 86,822   1,458,177
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 558,952
b Net investment income (if negative, enter -0-) 687,320
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 522,838 459,329 459,329
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 862,233 Click to see attachment832,039 840,867
b Investments—corporate stock (attach schedule)....... 10,438,113 Click to see attachment11,169,755 13,736,244
c Investments—corporate bonds (attach schedule)....... 1,759,432 Click to see attachment1,830,445 1,831,089
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) 150,000    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,732,616 14,291,568 16,867,529
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 13,732,616 14,291,568
30 Total net assets or fund balances (see instructions)..... 13,732,616 14,291,568
31 Total liabilities and net assets/fund balances (see instructions). 13,732,616 14,291,568
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
13,732,616
2
Enter amount from Part I, line 27a .....................
2
558,952
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,291,568
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
14,291,568
Form 990-PF (2015)
Form 990-PF (2015)
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 3,715,872   3,318,729 397,143
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       397,143
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 2 397,143
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))
2014 1,463,869 16,874,968 0.086748
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
2
Total of line 1, column (d) .....................
20.529826
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
0.105965
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
17,088,550
5
Multiply line 4 by line 3......................
5
1,810,788
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,873
7
Add lines 5 and 6........................
7
1,817,661
8
Enter qualifying distributions from Part XII, line 4.............
8
1,458,177
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 13,746
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 13,746
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 13,746
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 10,653
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,254
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,907
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 10 161
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet161 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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
     
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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 0 0
    801 Brickell Ave
    Miami,FL33131
    Morris Broad Dir / Chairman
    1.0     		0 0 0
    801 Brickell Ave
    Miami,FL33131
    Ann B Bussel VP / Dir
    1.0     		0 0 0
    801 Brickell Ave
    Miami,FL33131
    Daniel J Bussel Dir
    1.0     		0 0 0
    801 Brickell Ave
    Miami,FL33131
    Deborah Bussel Dir / Sec / Treas
    1.0     		0 0 0
    801 Brickell Ave
    Miami,FL33131
    John M Bussel Pres / Dir
    1.0     		0 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 Investment Managemen 86,659
    400 S El Camino Real Ste 800
    SAN MATEO,CA94402
    Foundation Source Administrative 63,648
    55 Walls Drive
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    16,991,650
    b
    Average of monthly cash balances.......................
    1b
    357,132
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,348,782
    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
    17,348,782
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    260,232
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,088,550
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    854,428
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    854,428
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    13,746
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,746
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    840,682
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    150,000
    5
    Add lines 3 and 4............................
    5
    990,682
    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
    990,682
    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
    1,458,177
    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
    1,458,177
    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
    1,458,177
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 990,682
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:2013, 2012, 2011  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 886,305
    b From 2011...... 719,784
    c From 2012...... 742,094
    d From 2013...... 815,091
    e From 2014...... 634,266
    fTotal of lines 3a through e........ 3,797,540
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,458,177
    a Applied to 2014, 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 2015 distributable amount..... 990,682
    e Remaining amount distributed out of corpus 467,495
    5 Excess distributions carryover applied to 2015.    
    (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 4,265,035
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		886,305
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		3,378,730
    10 Analysis of line 9:
    a Excess from 2011.... 719,784
    b Excess from 2012.... 742,094
    c Excess from 2013.... 815,091
    d Excess from 2014.... 634,266
    e Excess from 2015.... 467,495
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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 COMMITTEE FOR THE WEIZMANN INSTITUTE OF S
    633 3RD AVE FL 20
    NEW YORK,NY10017     		N/A PC Scholarships for the Arrow Young Researchers Program 25,000
    AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC
    ONE BATTERY PARK PLZ 25TH FL
    NEW YORK,NY10004     		N/A PC General & Unrestricted 2,500
    AMERICAN HEBREW ACADEMY INC
    4334 HOBBS RD
    GREENSBORO,NC27410     		N/A PC Scholarship Fund 25,000
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		N/A PC General & Unrestricted 2,500
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		N/A PC AJC Access Leadership program in Miami 10,000
    AMERICAN JEWISH WORLD SERVICE INC
    45 W 36TH ST 11TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 500
    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 10,000
    AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA
    80 BROAD ST STE 2102
    NEW YORK,NY10004     		N/A PC Expectant Parenting Program 20,000
    AMERICANS FOR IMMIGRANT JUSTICE
    3000 BISCAYNE BLVD STE 400
    MIAMI,FL33137     		N/A PC Charitable Event 3,000
    ANCHORAGE CHILDRENS HOME OF BAY COUNTY INC
    2121 LISENBY AVE
    PANAMA CITY,FL32405     		N/A PC General & Unrestricted 1,500
    AVON WALK FOR BREAST CANCER
    ONE AVON PLZ
    RYE,NY10580     		N/A PC Charitable Event 1,800
    BARRY UNIVERSITY INC
    11300 NE 2ND AVE
    MIAMI SHORES,FL33161     		N/A PC General & Unrestricted 25,000
    BARRY UNIVERSITY INC
    11300 NE 2ND AVE
    MIAMI SHORES,FL33161     		N/A PC Barry's 75th Anniversary Scholarship Fund 1,000
    BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI
    701 SW 27TH AVE STE 80
    MIAMI,FL33135     		N/A PC General & Unrestricted 8,000
    BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC
    1 PENN PLZ
    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 3,000
    CANCER PATIENT SUPPORT PROGRAM INC
    PO BOX 1804
    WILLISTON,VT05495     		N/A PC General & Unrestricted 500
    CHILDRENS HOME SOCIETY OF FLORIDA
    800 NW 15TH ST
    MIAMI,FL33136     		N/A PC General & Unrestricted 2,500
    CORAL GABLES MUSEUM CORPORATION
    285 ARAGON AVE
    CORAL GABLES,FL33134     		N/A PC General & Unrestricted 150
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC Ruth K. Broad Biomedical Research Foundation 15,000
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC Ruth K. Broad Biomedical Research Foundation's lecture on neurobiology and disease 20,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Doctor Richard Goldner Hand Education Fund 10,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Research support for Dr. Nina T. Sherwood 10,000
    DURHAM ACADEMY INC
    3130 PICKETT RD
    DURHAM,NC27705     		N/A PC Sheppy Vann Preschool Scholarship Fund 10,000
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Camp Scholarship 150
    EXCHANGE FOR CHANGE
    2103 CORAL WAY STE 202
    CORAL GABLES,FL33145     		N/A PC General & Unrestricted 3,000
    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 School of International and Public Affairs 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 Fellowhip Awards Program 10,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC First Generation Scholarships for Student Athletes Fund 5,000
    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 NO 300
    TALLAHASSEE,FL32310     		N/A PC Shepard Broad Foundation Scholarship Fund for Intl. Studies -School of Science & Public Policy 2015/2016 school year 2,000
    FREEDOM OF RELIGION FOR ISRAEL INC
    C/O BARDOSH 85 4TH AVE NO 800
    NEW YORK,NY10003     		N/A PC General & Unrestricted 5,000
    FRIENDS OF HUMANITY CORPORATION
    1440 NE 101ST ST
    MIAMI SHORES,FL33138     		N/A PC General & Unrestricted 5,000
    FRIENDS OF ROBINSON GARDENS INC
    1008 ELDEN WAY
    BEVERLY HILLS,CA90210     		N/A PC General & Unrestricted 1,000
    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
    GABLESTAGE INC
    1200 ANASTASIA AVE STE 230
    CORAL GABLES,FL33134     		N/A PC Educational Program with Miami-Dade County Public Schools including Ruth K. Broad K-8 Center 2015/2016 school year 3,000
    GAINESVILLE HILLEL INC
    2020 W UNIVERSITY AVE
    GAINESVILLE,FL32603     		N/A PC Innovative Projects for Hillel for the 21st Century 10,000
    GRACE FOUNDATION OF NEW YORK
    460 BRIELLE AVE
    STATEN ISLAND,NY10314     		N/A PC General & Unrestricted 1,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC 2015 Annual Regular Campaign 50,000
    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 234,870
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC 2015 Annual Regular Campaign 22,500
    GREEN MOUNTAIN COLLEGE
    1 BRENNAN CIR
    POULTNEY,VT05764     		N/A PC General & Unrestricted 5,000
    H3 HEALTH HOPE HEALING INC
    1935 CALAIS DR APT 205
    MIAMI BEACH,FL33141     		N/A PC General & Unrestricted 1,500
    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 2015/2016 school year 5,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    574 HILGARD AVE
    LOS ANGELES,CA90024     		N/A PC Seidler-Feller Institute for Jewish Learning Campaign 3,500
    HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION
    PO BOX 140
    SALEM,NY12865     		N/A PC General & Unrestricted 8,500
    JEWISH COMMUNAL FUND
    575 MADISON AVE
    NEW YORK,NY10022     		N/A PC General & Unrestricted 25,000
    JEWISH LEADERSHIP INSTITUTE INC
    925 ARTHUR GODFREY RD STE 101
    MIAMI BEACH,FL33140     		N/A PC Scholarship Fund 5,000
    JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC
    3329 JOHNSON ST
    HOLLYWOOD,FL33021     		N/A PC General & Unrestricted 1,000
    JUDEA REFORM CONGREGATION
    1933 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Rabbi Endowment Framing Our Future Campaign 7,000
    LIBERTY IN NORTH KOREA
    1751 TORRANCE BLVD STE L
    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 2015-16 Annual Fund 10,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC Student Travel and Study Abroad Program 75,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    633 3RD AVE 28TH FL
    NEW YORK,NY10017     		N/A PC Pediatric Department 500
    MIAMI CHILDRENS MUSEUM INC
    980 MACARTHUR CSWY
    MIAMI,FL33132     		N/A PC MCM Players In-School Performances Fund 1,500
    MIAMI COUNTRY DAY SCHOOL INC
    601 NE 107TH ST
    MIAMI,FL33161     		N/A PC General & Unrestricted 1,500
    MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIR
    601 SW 8TH AVE
    MIAMI,FL33130     		N/A PC visual screenings at Ruth K. Broad Bay Harbor K-8 Center 2015/2016 school year 6,000
    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 including rkbbh k-8 school 5,000
    MOUNT SINAI MEDICAL CENTER FOUNDATION INC
    4300 ALTON RD
    MIAMI BEACH,FL33140     		N/A PC General & Unrestricted 2,300
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 35,000
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC20037     		N/A PC Nazareth Nurseries Institute 1,500
    NEW YORK LAW SCHOOL
    185 W BROADWAY
    NEW YORK,NY10013     		N/A PC creation of the Center for Chemical and Experimental learning 100,000
    NORTH BROWARD HOSPITAL DISTRICT CHARITABLE FOUNDAT
    1201 S ANDREWS AVE
    FORT LAUDERDALE,FL33316     		N/A SO I renovations at Broward Health Children's Hospital 10,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST 3RD FL
    EVANSTON,IL60208     		N/A PC Richard W. Leopold Professorship in American History Endowment fund 2,500
    NOVA SOUTHEASTERN UNIVERSITY INC
    3301 COLLEGE AVE
    DAVIE,FL33314     		N/A PC Shepard Broad Law College Division 5,000
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A PC Annual Fund 7,500
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A PC Tribute Book Scholarship Fund 3,000
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A PC Magnolia Avenue Bridge Project 17,500
    OUR PRIDE ACADEMY INC
    10100 SW 107TH AVE
    MIAMI,FL33176     		N/A PC General & Unrestricted 2,000
    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 General & Unrestricted 500
    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
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC 5000 Fund 5,000
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC Annual Fund 15,000
    SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC 2014/2015 School Tutoring Program at RKBBH K-8 Center 10,000
    SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC 2014/2015 School Tutoring Program at RKBBH K-8 Center 10,000
    SKYS THE LIMIT FUND
    SOBRATO CENTER FOR NONPROFITS 510A
    MILPITAS,CA95035     		N/A PC General & Unrestricted 10,000
    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 Annual 2015 grant for the High School Field Trip 500
    SOUTH FLORIDA PBS INC
    14901 NE 20TH AVE
    NORTH MIAMI,FL33181     		N/A PC General & Unrestricted 10,000
    SOUTHERN SCHOLARSHIP FOUNDATION INC
    322 STADIUM DR
    TALLAHASSEE,FL32304     		N/A PC Scholarship Needs Program 3,000
    ST STEPHEN CATHOLIC CHURCH
    6044 SW 19TH ST
    MIRAMAR,FL33023     		N/A PC General & Unrestricted 1,000
    STANFORD LAW SCHOOL
    CROWN QUADRANGLE 559 NATHAN ABBOTT
    STANFORD,CA94305     		N/A PC General & Unrestricted 10,000
    SUNDARI FOUNDATION INC
    1514 NW 2ND AVE APT 1
    MIAMI,FL33136     		N/A PC General & Unrestricted 30,000
    SYRACUSE UNIVERSITY
    820 COMSTOCK AVE STE 100
    SYRACUSE,NY13244     		N/A PC Ruth Kugel Broad endowed scholarship fund 2015/2016 10,000
    TEMPLE BETH SHOLOM
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		N/A PC General & Unrestricted 1,800
    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 for innovative and creative Jewish programming in the arts 5,000
    TEMPLE ISRAEL
    200 STATE ST
    PORTSMOUTH,NH03801     		N/A PC The Rabbi's Fund 1,000
    TEMPLE ISRAEL OF HOLLYWOOD
    7300 HOLLYWOOD BLVD
    LOS ANGELES,CA90046     		N/A PC General & Unrestricted 6,000
    THE INSTITUTE FOR THE ADVANCEMENT OF EDUCATION IN
    171-06 76TH AVE
    FLUSHING,NY11366     		N/A PC 2015 scholarships fund 3,000
    THE LERNER JEWISH COMMUNITY DAY SCHOOL
    1935 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Annual Fund 2,200
    THE MIAMI CLASSICAL GUITAR SOCIETY INC
    10630 SW 126TH AVE
    MIAMI,FL33186     		N/A PC General & Unrestricted 5,000
    THE MIAMI FOUNDATION INC
    200 S BISCAYNE BLVD STE 505
    MIAMI,FL33131     		N/A PC 1st installment of the matching grant for the Diane W. Camber exhibition endowment fund 10,000
    THE MIAMI FOUNDATION INC
    200 S BISCAYNE BLVD STE 505
    MIAMI,FL33131     		N/A PC Diane W. Camber Exhibition Endowment Fund 50,000
    THE PAINTED TURTLE
    1300 4TH ST STE 300
    SANTA MONICA,CA90401     		N/A PC Care and Feeding of Ladybug in the equine program 2,500
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC top rising 2ls fund 8,500
    THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD
    633 3RD AVE
    NEW YORK,NY10017     		N/A PC IRAC Division 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 8,960
    TRIANGLE COMMUNITY FOUNDATION
    324 BLACKWELL ST STE 1220
    DURHAM,NC27701     		N/A PC Tomorrow Fund 1,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe
    601 FRANKLIN BLDG 3451 WALNUT ST
    PHILADELPHIA,PA19104     		N/A PC College of Arts & Sciences 4,000
    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 University of Miami School of Education and Human Development Student Teaching Program 25,000
    UNIVERSITY OF MIAMI
    PO BOX 248161
    Coral Gables,FL33124     		N/A PC Sue and Leonard Miller Center for Contemporary Judaic Studies 2016 education programs 500
    UNIVERSITY OF MIAMI
    1500 NW 12TH AVE STE 1020E
    MIAMI,FL33136     		N/A PC Spine Institute 15,000
    UNIVERSITY OF MIAMI
    1500 NW 12TH AVE STE 1020E
    MIAMI,FL33136     		N/A PC Michael S. Gordon Center for Research and Medical Education 1,000
    UNIVERSITY OF MIAMI
    4600 RICKENBACKER CAUSEWAY
    MIAMI,FL33149     		N/A PC 2016 Sea Secrets Lecture series 5,000
    UNIVERSITY OF MIAMI - BASCOM PALMER EYE INSTITUTE
    PO BOX 016880
    MIAMI,FL33101     		N/A PC Dr. Dubovy's Research Fund 5,000
    UNIVERSITY OF MIAMI - DEPARTMENT OF PEDIATRICS
    1120 NW 14TH ST CRB 583 D-48
    MIAMI,FL33136     		N/A PC Oliver's Hearing Aid Bank Program 5,000
    UPWELLING FOUNDATION
    PO BOX 140
    KEESEVILLE,NY12944     		N/A PC General & Unrestricted 5,000
    WORK ORIENTED REHABILITATION CENTER INC
    1100 JIMMY ANN DR
    DAYTONA BEACH,FL32117     		N/A PC General & Unrestricted 2,500
    WORK ORIENTED REHABILITATION CENTER INC
    1100 JIMMY ANN DR
    DAYTONA BEACH,FL32117     		N/A PC Charitable Event 5,000
    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 General & Unrestricted 5,000
    ZOO MIAMI FOUNDATION INC
    12400 SW 152ND ST
    MIAMI,FL33177     		N/A PC Programming at Ruth K. Broad Bay K-8 Harbor school 2015-2016 3,200
    Total .................................bullet 3a 1,380,730
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 ...........     		    14 697  
    4 Dividends and interest from securities....     14 375,552  
    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 ............     		    18 397,143  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aINTEREST INCOME FROM PRI     		    14 750  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   774,142  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13774,142
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    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
    2015
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    The Shepard Broad Foundation Inc
          		Employer identification number
    59-0998866
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Shepard Broad Charitable Lead Annui  
    801 Brickell Avenue 2350
     
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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) (2015)

    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 2015 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 2015 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 - 3.700% - 149,999 150,001
    9TH JUBILEE FIX 5Y - 2.560% - 99,999 100,000
    ACE INA HLDG INC DEB - 8.875% 6,610 7,031
    AFLAC INC SR NT - 2.400% - 03/ 10,045 9,981
    ALTRIA GROUP INC - 9.250% - 08 6,383 6,125
    ALTRIA GROUP INC GTD NT - 4.75 11,049 10,862
    AMER EXP - 5.500% - 09/12/2016 10,019 10,293
    AMERICAN EXPRESS CO - 7.000% - 11,742 11,090
    AMERITECH CAP FUNDING CORP - 6 10,418 11,167
    AMGEN INC - 4.100% - 06/15/202 16,052 15,797
    ANHEUSER BUSCH - 6.800% - 08/2 13,364 12,129
    ANHEUSER-BUSCH INBEV - 0.800% 25,042 25,000
    APACHE CORP - 5.100% - 09/01/2 4,998 4,264
    APPLE - 3.850% - 05/04/2043 5,060 4,609
    ARCHER DANIELS - 7.500% - 03/1 12,608 12,787
    AVALON BAY - 5.700% - 03/15/20 17,589 15,693
    BANK AMER FDG CORP SR NT - 7.6 12,105 11,570
    BANK OF NEW YORK MELLON - 5.45 10,002 11,020
    BBT CORP - 3.950% - 04/29/2016 20,364 20,199
    BECTON DCKNSN - 7.000% - 08/01 11,959 12,724
    BERKSHIRE HATHAWAY - 3.000% - 9,952 10,173
    BERKSHIRE HATHAWAY FIN CORP - 16,839 16,344
    BERKSHIRE HATHAWAY FIN CORP - 21,501 21,708
    BESTFOODS MTS - 6.625% - 04/15 11,562 12,807
    BLACKROCK INC - 5.000% - 12/10 10,639 11,049
    BOEING CO - 7.250% - 06/15/202 12,597 13,058
    BURLINGTON NORTHN SANTA - 6.15 4,810 5,864
    CAMPBELL SOUP - 8.875% - 05/01 12,851 12,672
    CATERPILLAR - 6.625% - 07/15/2 11,712 12,499
    CHUBB - 6.600% - 08/15/2018 16,698 16,702
    CHUBB CORP DEB - 6.800% - 11/1 6,753 6,473
    CINTAS CORP NO - 4.300% - 06/0 15,955 15,882
    CLOROX CO DEL SR NT - 5.950% - 16,697 16,111
    CME GROUP INC - 3.000% - 09/15 15,062 15,072
    COMCAST CORP - 9.455% - 11/15/ 15,439 13,806
    COMCAST CORP NOTES - 5.150% - 16,818 16,760
    COMM MTG A4 - 3.147% - 08/15/2 20,490 20,212
    CONOCOPHILLIPS - 4.300% - 11/1 5,425 4,136
    CONOCOPHILLIPS - 5.750% - 02/0 16,563 16,235
    CONS EDISON CO N Y INC - 5.500 5,846 5,679
    CVS CAREMARK CORP - 3.500% - 0 15,600 15,263
    DEERE & CO DEB - 8.100% - 05/1 13,311 14,132
    DEVON ENERGY CORP - 4.750% - 0 4,488 3,664
    DEVON ENERGY CORP NOTE - 6.300 10,094 10,303
    DOVER - 6.650% - 06/01/2028 11,846 12,197
    DU PONT E I DE NEMOURS - 6.000 21,277 21,806
    EATON CORP - 5.600% - 05/15/20 14,897 16,223
    EMERSON ELEC CO - 4.875% - 10/ 27,949 27,458
    EQUITABLE COS - 7.000% - 04/01 11,698 12,310
    FIFTH THIRD BANCORP - 2.300% - 15,053 15,014
    FLORIDA POWER CORP - 5.800% - 10,036 10,715
    GE CAP CORP - 5.500% - 01/08/2 5,530 5,608
    GE CAP CORP - 6.875% - 01/10/2 6,718 6,806
    GENERAL ELECTRIC CO - 5.250% - 10,591 10,685
    GOLDMAN SACHS GROUP NTS - 7.50 30,652 28,523
    GOLDMAN SACHS GRP INC - 6.000% 5,077 5,653
    GS MTG - 2.773% - 11/13/2045 14,987 14,785
    HALLIBURTON COMPANY - 6.700% - 4,997 5,895
    HARTFORD FINL SVC GRP NT - 6.3 9,249 10,896
    HOME DEPOT INC SR NT - 4.400% 5,678 5,497
    INTERNATIONAL BUSINESS MACHS - 26,502 24,716
    ISRAELI 4TH JUBILEE 10 YR BD - 149,999 150,001
    ISRAELI JUBILEE 8TH 5YR - 2.80 99,999 100,001
    JPMORGAN CHASE & CO - 4.350% - 5,003 5,322
    JPMORGAN CHASE & CO SR NT - 4. 15,219 15,911
    KELLOGG CO - 4.000% - 12/15/20 15,910 15,777
    KEYCORP SER I - 5.100% - 03/24 10,786 10,930
    KRAFT FOODS INC - 6.125% - 08/ 9,822 11,022
    LINCOLN NATIONAL CORP - 8.750% 24,530 24,020
    LOCKHEED MARTIN CORP - 4.850% 9,920 10,342
    MARKEL CORP SR NT - 5.350% - 0 21,193 21,973
    MCDONALD'S CORP - 5.350% - 03/ 5,016 5,361
    MCDONALDS CORP - 2.200% - 05/2 24,690 24,753
    MERRILL LYNCH MTN BE - 6.400% 15,661 16,103
    METLIFE INC - 6.500% - 12/15/2 6,733 6,142
    MICROSOFT CORP - 5.200% - 06/0 11,396 11,366
    MORGAN STANLEY - 5.625% - 09/2 5,719 5,518
    MORGAN STANLEY - 6.625% - 04/0 5,457 5,477
    OCCIDENTAL PETROLEUM - 2.500% 25,191 25,022
    ORACLE CORP SR GLBL NT - 2.500 19,642 19,630
    PARKER-HANNIFIN CORP - 6.250% 6,327 6,340
    PEPSI BOTTLING GRP INC GTD - 7 13,495 13,411
    PFIZER INC - 6.200% - 03/15/20 15,000 16,875
    PHILLIPS 66 - 5.875% - 05/01/2 5,898 5,036
    PNC FDG CORP - 5.625% - 02/01/ 9,949 10,401
    PNC FUNDING CORP - 2.700% - 09 10,147 10,098
    PNC FUNDING CORP - 3.300% - 03 15,375 15,268
    PROCTER & GAMBLE CO DEB - 8.00 14,886 13,639
    PROGRESSIVE CORP - 3.750% - 08 20,807 21,091
    PRUDENTIAL FINL INC - 6.100% - 10,081 10,595
    ROYAL BK OF CANADA - 2.300% - 10,138 10,074
    SIMON PROPERTY GROUP INC - 2.7 19,173 19,521
    SUNTRUST BKS INC SR NT - 3.600 25,604 25,131
    SYSCO - 5.375% - 03/17/2019 17,212 16,404
    THERMO FISHER SCIENTIFIC INC - 10,111 10,143
    TIME WARNER CO - 6.625% - 05/1 5,675 5,854
    TWENTY FIRST CENT - 8.500% - 0 4,798 6,497
    UNION PACIFIC CORP - 7.875% - 12,151 11,589
    UNITED PARCEL SERVC - 6.200% - 6,522 6,427
    UNITED TECHNOLOGIES CORP - 5.7 6,511 5,855
    UNITED TECHNOLOGIES CORP - 8.7 6,865 6,457
    UNITED TECHNOLOGIES CORP - 9.0 6,789 6,198
    VERIZON COMMUNICATIONS INC - 6 11,385 10,927
    VERIZON GLOBAL FDG CORP - 7.75 6,828 6,383
    VIRGINIA ELEC & PWR CO - 8.875 6,235 7,856
    WAL MART STORES INC - 6.500% - 6,306 6,445
    WELLS FARGO - 2.625% - 12/15/2 20,378 20,280
    WELLS FARGO - 5.125% - 09/15/2 14,136 15,422
    WELLS FARGO - 5.625% - 12/11/2 16,935 16,093
    WISCONSIN PWR & LT CO - 6.375% 6,996 6,375

    TY 2015 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 37,655 60,468
    ALPHABET INC CL C 60,116 77,406
    AMAZON COM 24,710 110,846
    AMERN AADV INTL EQ FD INTL CL 510,171 431,836
    APPLE INC 30,990 62,103
    ARM HOLDINGS PLC 33,418 44,561
    BAIDU.COM - ADR 42,668 35,350
    BIOGEN INC 51,832 46,872
    BIOMARIN PHARMACEUTICAL INC 23,071 19,485
    CELGENE CORP 60,743 95,329
    DFA EMERGING MARKETS CORE EQ P 1,113,200 869,745
    DFA INTERNATIONAL SMALL CO POR 454,309 481,512
    DFA INTERNATIONAL VALUE PORTFO 498,090 448,654
    DFA U.S. LARGE CAP VALUE PORTF 1,166,624 2,058,528
    DFA U.S. SMALL CAP VALUE PORTF 808,821 835,270
    DOMINOS PIZZA INC 22,891 23,363
    FACEBOOK INC 70,993 180,957
    HOTCHKIS & WILEY HIGH YLD-I 817,037 687,635
    ILLUMINA INC COM 69,530 70,638
    ING FLOATING RATE FUND CLASS I 369,500 346,823
    ISHARES RUSSELL 2000 GROWTH IN 506,577 894,456
    LINKEDIN CORPORATION 75,726 125,144
    MARKET VECTORS ISRAEL 264,827 236,407
    MASTERCARD INC 36,336 98,042
    MIDDLEBY CORPORATION (THE) 36,489 46,492
    NETFLIX INC 16,912 16,471
    NIKE INC-CL B 35,637 34,500
    O'REILLY AUTOMOTIVE INC 11,869 11,911
    PALO ALTO NETWORKS INC 54,755 59,183
    PAYPAL HOLDINGS, INC 36,250 34,245
    PIMCO EMERGING MARKETS FULL SP 288,671 223,338
    PIMCO FD PAC INV MGMT FOREIGN 281,615 241,246
    PRICELINE.COM INCORPORATED 19,140 114,746
    REGENERON PHARMACEUTICALS, INC 46,979 111,288
    RESTORATION HARDWARE 22,677 18,194
    SALESFORCE.COM 52,926 128,890
    SPLUNK INC 32,901 42,931
    STARBUCKS CORP COM 73,559 154,517
    TJX COMPANIES INC 50,153 52,473
    TRANSDIGM GRP INC 28,981 59,397
    TRIPADVISOR LLC 40,385 37,766
    ULTA SALON, COSMETICS & FRAGRA 83,856 95,645
    UNDER ARMOUR INC 20,146 79,723
    VANGUARD 500 INDEX FUND ADM 1,437,042 2,255,903
    VANGUARD INTL GROWTH FD ADMIRA 925,521 929,973
    VANGUARD SMALL CAP GROWTH INDE 299,057 421,324
    VISA INC 35,400 126,251
    WALT DISNEY HOLDINGS CO 52,247 60,001
    WORKDAY INC 36,752 38,406

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    The Shepard Broad Foundation Inc
    EIN:
    59-0998866
    US Government Securities - End of Year Book Value:

    832,039
    US Government Securities - End of Year Fair Market Value:

    840,867
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2015 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 63,648     63,648
    Bank Charges 163 163    
    CREDIT CARD ANNUAL FEE 165     165
    State or Local Filing Fees 61     61


    TY 2015 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 750 750  


    TY 2015 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 86,659 86,659    


    TY 2015 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 2015 10,300      
    990-PF Extension for 2014 4,462