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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

59-0998866
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$20,638,042J 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) 1,344,771
2 Check bullet.............
3 Interest on savings and temporary cash investments 25,262 25,262  
4 Dividends and interest from securities... 410,068 410,068  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 407,784
b Gross sales price for all assets on line 6a 1,745,189
7 Capital gain net income (from Part IV, line 2)... 407,784
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 227 227  
12 Total. Add lines 1 through 11........ 2,188,112 843,341  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000     15,000
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 185,700 108,900   76,800
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 45,704      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,846     1,846
21 Travel, conferences, and meetings....... 9,880     9,880
22 Printing and publications.......... 75     75
23 Other expenses (attach schedule)....... Click to see attachment 72,642 13   72,629
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 330,847 108,913   176,230
25 Contributions, gifts, grants paid....... 646,062 646,062
26 Total expenses and disbursements. Add lines 24 and 25 976,909 108,913   822,292
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,211,203
b Net investment income (if negative, enter -0-) 734,428
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 1,835,235 2,988,300 2,988,300
3 Accounts receivable bullet2,234
Less: allowance for doubtful accounts bullet     2,234 2,234
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) 1,056,058 Click to see attachment1,050,108 1,049,108
b Investments—corporate stock (attach schedule)....... 12,670,827 Click to see attachment12,819,239 14,888,276
c Investments—corporate bonds (attach schedule)....... 1,855,741 Click to see attachment1,769,183 1,710,124
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,417,861 18,629,064 20,638,042
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 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 17,417,861 18,629,064
30 Total net assets or fund balances (see instructions)..... 17,417,861 18,629,064
31 Total liabilities and net assets/fund balances (see instructions). 17,417,861 18,629,064
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
17,417,861
2
Enter amount from Part I, line 27a .....................
2
1,211,203
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
18,629,064
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
18,629,064
Form 990-PF (2018)
Form 990-PF (2018)
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 1,745,189   1,337,405 407,784
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       407,784
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 2 407,784
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))
2017 1,391,188 19,707,651 0.070591
2016 1,382,500 17,047,984 0.081095
2015 1,458,177 17,088,550 0.085331
2014 1,463,869 16,874,968 0.086748
2013 1,559,900 15,184,553 0.102729
2
Total of line 1, column (d) .....................
2
0.426494
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.085299
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
21,713,940
5
Multiply line 4 by line 3......................
5
1,852,177
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,344
7
Add lines 5 and 6........................
7
1,859,521
8
Enter qualifying distributions from Part XII, line 4,.............
8
822,292
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 14,689
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 14,689
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 14,689
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,218
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,550
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,768
8 Enter any penalty for underpayment of estimated tax. Check here 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 79
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet79 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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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
     
    No
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 BermanClick to see attachment Dir / Treas
    1.0     		7,500 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Ann B BusselClick to see attachment Dir / Chairperson
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Daniel J BusselClick to see attachment Dir / Sec
    1.0     		7,500 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Deborah BusselClick to see attachment Pres / Dir
    10.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John M BusselClick to see attachment VP / Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 Mgmt 108,900
    203 REDWOOD SHORES PARKWAY STE 550
    REDWOOD CITY,CA94065
    Foundation Source Administrative 71,918
    55 Walls Drive 3rd Floor
    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 (2018)
    Form 990-PF (2018)
    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
    19,866,919
    b
    Average of monthly cash balances.......................
    1b
    2,177,690
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,044,609
    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
    22,044,609
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    330,669
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,713,940
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,085,697
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,085,697
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    14,689
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,689
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,071,008
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,071,008
    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
    1,071,008
    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
    822,292
    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
    822,292
    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
    822,292
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,071,008
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 815,091
    b From 2014...... 634,266
    c From 2015...... 467,495
    d From 2016...... 542,552
    e From 2017...... 457,775
    fTotal of lines 3a through e........ 2,917,179
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 822,292
    a Applied to 2017, 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 2018 distributable amount..... 822,292
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 248,716 248,716
    (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 2,668,463
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		566,375
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,102,088
    10 Analysis of line 9:
    a Excess from 2014.... 634,266
    b Excess from 2015.... 467,495
    c Excess from 2016.... 542,552
    d Excess from 2017.... 457,775
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S
    633 3RD AVE 20TH FL
    NEW YORK,NY10017     		N/A PC Arrow Young Researchers Program 5,000
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		N/A PC General & Unrestricted 5,000
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		N/A PC Shepard Broad Fellows Program 2,500
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		N/A PC Shepard Broad Foundation ACCESS Fellowship Program 10,000
    AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA
    80 BROAD ST STE 2102
    NEW YORK,NY10004     		N/A PC The Interdisciplinary Clinical Center at University of Haifa in support of its Early Intervention Program for Children, Parents and Caregivers 30,000
    AMERICANS FOR IMMIGRANT JUSTICE
    3000 BISCAYNE BLVD STE 400
    MIAMI,FL33137     		N/A PC General & Unrestricted 2,500
    BARRY UNIVERSITY INC
    11300 NE 2ND AVE
    MIAMI SHORES,FL33161     		N/A PC General & Unrestricted 10,000
    BENNING ACADEMY OF MUSIC FOUNDATION
    5647 WILLIS AVE
    SHERMAN OAKS,CA91411     		N/A PC General & Unrestricted 5,000
    CHABAD OF DURHAM INC
    1109 ENGLEWOOD AVE
    DURHAM,NC27701     		N/A PC Student Programs 1,800
    CHORDOMA FOUNDATION
    2520 MERIDIAN PKWY STE 480
    DURHAM,NC27713     		N/A PC General & Unrestricted 500
    CORAL GABLES MUSEUM CORPORATION
    285 ARAGON AVE
    CORAL GABLES,FL33134     		N/A PC General & Unrestricted 150
    DUKE UNIVERSITY
    PO BOX 90600
    DURHAM,NC27708     		N/A PC Ruth K. Broad Biomedical Research Foundation's lecture seminar on neurobiology and disease 20,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Jewish Life at Duke Annual Fund 10,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Trinity College Annual Fund 10,000
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC film series Project 2,200
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Shabbos Project 700
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Retire the Debt Campaign 30,000
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC The Shabbos Project 750
    FAIRCHILD TROPICAL BOTANIC GARDEN
    10901 OLD CUTLER RD
    CORAL GABLES,FL33156     		N/A PC Hurricane Irma Recovery Fund 5,000
    FAIRCHILD TROPICAL BOTANIC GARDEN
    10901 OLD CUTLER RD
    CORAL GABLES,FL33156     		N/A PC Fairchild Challenge at RKBBH K-8 Center for the 2018/2019 school year 5,000
    FISHER HOUSE FOUNDATION INC
    12300 TWINBROOK PKWY STE 410
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 1,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC General & Unrestricted 7,500
    FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA
    4108 LELAND ST
    CHEVY CHASE,MD20815     		N/A PC General & Unrestricted 5,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC 2018 Annual Campaign 50,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC Annual Campaign 2018 25,500
    HEALTH INFORMATION PROJECT INC
    4601 PONCE DE LEON BLVD STE 300
    CORAL GABLES,FL33146     		N/A PC General & Unrestricted 10,000
    HEARING RESEARCH INSTITUTE INC
    7000 SW 62ND AVE STE 210
    SOUTH MIAMI,FL33143     		N/A PC for conducting hearing tests of students at Ruth K. Broad Bay Harbor K-8 Center 2,500
    HENRY E HUNTINGTON LIBRARY & ART GALLERY
    1151 OXFORD RD
    SAN MARINO,CA91108     		N/A PC General & Unrestricted 2,500
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    574 HILGARD AVE
    LOS ANGELES,CA90024     		N/A PC Charitable Event 2,500
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    574 HILGARD AVE
    LOS ANGELES,CA90024     		N/A PC Rabbi Chaim Seidler-Feller Institute for Jewish Learning Initiative 5,000
    HUMAN RIGHTS WATCH INC
    1201 BRICKELL AVE STE 310
    MIAMI,FL33131     		N/A PC Charitable Event 1,000
    ICIVICS INC
    1035 CAMBRIDGE ST STE 21B
    CAMBRIDGE,MA02141     		N/A PC General & Unrestricted 3,000
    JAFCO CHILDRENS FOUNDATION INC
    4200 N UNIVERSITY DR
    SUNRISE,FL33351     		N/A PC Summer Camp Fund 2018 250
    JEWISH FEDERATION OF METROPOLITAN CHICAGO
    30 S WELLS ST
    CHICAGO,IL60606     		N/A PC University of Chicago Hillel Program 500
    JEWISH WAR VETERANS OF THE UNITED STATES OF AMERIC
    1811 R ST NW NO 1100
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 108
    JUDEA REFORM CONGREGATION
    1933 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Framing Our Future Campaign 6,900
    KESHER LD INC
    18900 NE 25TH AVE
    MIAMI,FL33180     		N/A PC Scholarship Fund for the 2018 school year 250
    KIDS DREAMS INC
    1760 N JOG RD STE 150
    WEST PALM BCH,FL33411     		N/A PC 2018 Scholarship Fund 500
    LIBERTY IN NORTH KOREA
    236 E 3RD ST STE 210
    LONG BEACH,CA90802     		N/A PC General & Unrestricted 1,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC for the Endowment for Travel and Study Abroad Program and 2018 financial aid budget for Loomis sponsored student travel 15,000
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC 2018-19 Annual Fund 13,000
    LOS ANGELES LAWYERS PHILHARMONIC
    287 S ROBERTSON BLVD
    BEVERLY HILLS,CA90211     		N/A PC General & Unrestricted 5,000
    LOS ANGELES PHILHARMONIC ASSOCIATION
    151 S GRAND AVE
    LOS ANGELES,CA90012     		N/A PC General & Unrestricted 3,500
    MID-SOUTH PEACE AND JUSTICE CENTER
    3573 SOUTHERN AVE
    MEMPHIS,TN38111     		N/A PC general support for Musicians United for Bristol Bay 1,800
    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 2018 school year 5,000
    NORTH BROWARD HOSPITAL DISTRICT CHARITABLE FOUNDAT
    1201 S ANDREWS AVE
    FORT LAUDERDALE,FL33316     		N/A SO I renovations at Broward Health Children's Hospital fund 10,000
    NORTH CAROLINA MUSEUM OF ART FOUNDATION INC
    4630 MAIL SERVICE CTR
    RALEIGH,NC27699     		N/A PC Judaic Art Fund 5,000
    NORTH CAROLINA PUBLIC RADIO - W U N C
    120 FRIDAY CENTER DR
    CHAPEL HILL,NC27517     		N/A PC General & Unrestricted 600
    OAKWOOD SCHOOL
    11600 MAGNOLIA BLVD
    N HOLLYWOOD,CA91601     		N/A PC General & Unrestricted 2,000
    PELICAN HARBOR SEABIRD STATION INC
    1279 NE 79 ST CAUSEWAY
    MIAMI,FL33138     		N/A PC General & Unrestricted 500
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 3,500
    PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC for the 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 Annual Summer Tutorial Program 10,304
    PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC for stipends for the members of the Shepard Broad Foundation Partnership Review Committee 3,450
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC Annual Fund 5,000
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC Annual Fund 10,000
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC Dan Leslie Bowden Endowment for the Humanities 10,000
    REPAIRERS OF THE BREACH INC
    PO BOX 1638
    GOLDSBORO,NC27533     		N/A PC REV. DR. WILLIAM J. BARBER II DISCRETIONARY FUND 3,600
    RUTH K BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A GOV Saturday Tutoring for 180 students 20,000
    SLATE VALLEY MUSEUM FOUNDATION
    17 WATER ST
    GRANVILLE,NY12832     		N/A SO III FI 2018 Annual Grant for the Granville High School Field Trip 500
    SOUTH FLORIDA PBS INC
    14901 NE 20TH AVE
    NORTH MIAMI,FL33181     		N/A PC South Florida Program 10,000
    SOUTHERN SCHOLARSHIP FOUNDATION INC
    322 STADIUM DR
    TALLAHASSEE,FL32304     		N/A PC scholarship needs Fund 2,000
    SYRACUSE UNIVERSITY
    640 SKYTOP RD FL 2
    SYRACUSE,NY13244     		N/A PC Ruth Kugel Broad Endowed Scholarship Fund 10,000
    TEMPLE BETH SHOLOM
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		N/A PC General & Unrestricted 2,000
    TEMPLE ISRAEL OF HOLLYWOOD
    7300 HOLLYWOOD BLVD
    LOS ANGELES,CA90046     		N/A PC General & Unrestricted 12,500
    THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC - F
    18900 NE 25TH AVE
    NORTH MIAMI BEACH,FL33180     		N/A PC fund advocacy efforts for the Dual Diagnosis Clinic 30,000
    THE LERNER JEWISH COMMUNITY DAY SCHOOL
    1935 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Annual Fund 2,200
    THE MIAMI FOUNDATION INC
    40 NW 3RD ST STE 305
    MIAMI,FL33128     		N/A PC The Diane W. Camber Exhibition Fund 2,100
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC UCLA School of Law Dean's Fund 1,000
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC Zolt Chair Funds 10,000
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC Scholarship Funds 12,000
    THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD
    633 3RD AVE
    NEW YORK,NY10017     		N/A PC Israel Religious Action Center 500
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe
    2929 WALNUT ST STE 300
    PHILADELPHIA,PA19104     		N/A PC College of Arts & Sciences 2,500
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		N/A PC Dean of the College's Parent & Family Council Initiative 15,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		N/A PC support internships for research and outplacement purposes 20,000
    UNIVERSITY OF FLORIDA
    PO BOX 113201
    GAINESVILLE,FL32611     		N/A GOV TO COVER COST OF STUDENTS AND FACULTY FROM RUTH K. BROAD BAY HARBOR K-8 CENTER TO ATTEND THE JUNIOR SCIENCE, ENGINEERING, AND HUMANITIES SYMPOSIUM 6,000
    UNIVERSITY OF FLORIDA
    PO BOX 113201
    GAINESVILLE,FL32611     		N/A GOV TO SUPPORT THE LAB OF DR. EDWARD PHELPS IN THE J. CRAYTON PRUITT FAMILY DEPARTMENT OF BIO MEDICAL ENGINEERING 1,000
    UNIVERSITY OF MIAMI
    1500 NW 12TH AVE STE 1020E
    MIAMI,FL33136     		N/A PC Spine Institute Division 10,000
    UNIVERSITY OF MIAMI
    4600 RICKENBACKER CAUSEWAY
    MIAMI,FL33149     		N/A PC 2019 Sea Secrets Lecture Series 5,000
    UNIVERSITY OF MIAMI - BASCOM PALMER EYE INSTITUTE
    900 NW 17TH ST STE 6
    MIAMI,FL33136     		N/A PC Hodapp Cohen Family Fellowship for training in the treatment of childhood Glaucoma at the Balkin Center 10,000
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    PO BOX 309
    CHAPEL HILL,NC27514     		N/A PC Hillel Program 1,000
    URBANPROMISE MIAMI INC
    985 NW 1ST ST
    MIAMI,FL33128     		N/A PC Teen Design Team Project 17,500
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 500
    WOMENS FUND OF MIAMI-DADE INC
    1330 SW 22ND ST STE 208
    MIAMI,FL33145     		N/A PC Marketing and Polling Research Project 2,500
    WORLD CENTRAL KITCHEN INCORPORATED
    PO BOX 392289
    PITTSBURGH,PA15251     		N/A PC General & Unrestricted 1,000
    WORLD CENTRAL KITCHEN INCORPORATED
    PO BOX 392289
    PITTSBURGH,PA15251     		N/A PC Hurricane Florence Relief Fund 2,500
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		N/A PC Yale College Alumni Fund 1,800
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		N/A PC Yale School of Management Alumni Fund 3,600
    YOUNG PATRONESSES OF THE OPERA INC
    PO BOX 347616
    MAIMI,FL33234     		N/A PC Charitable Event 5,000
    ZOO MIAMI FOUNDATION INC
    12400 SW 152ND ST
    MIAMI,FL33177     		N/A PC To present programs to 4th and 7th grade students at Ruth K. Broad Bay Harbor K-8 Center 7,000
    Total .................................bullet 3a 646,062
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 25,262  
    4 Dividends and interest from securities....     14 410,068  
    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 ............     		    18 407,784  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION LAWSUIT PROCEEDS     		    01 227  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   843,341  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    843,341
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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  
    4400 BISCAYNE BLVD SUITE 514
     
    Miami, FL33437

    		$ 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 CompensationExplanation
    Name:
    The Shepard Broad Foundation Inc
    EIN:
    59-0998866
    Person Name Explanation
    Deborah Bussel *DEBORAH BUSSEL, PRESIDENT AND DIRECTOR OF THE SHEPARD BROAD FOUNDATION, INC. (THE "FOUNDATION"), IS A PRINCIPAL AT THE PHILANTHROPIC CONSULTING FIRM OF BUSSEL PHILANTHROPY ASSOCIATES LLC, A DISQUALIFIED PERSON WHICH PROVIDES PHILANTHROPIC CONSULTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2018, THE FOUNDATION PAID $36,000 FOR PHILANTHROPIC CONSULTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH PHILANTHROPIC CONSULTING FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.

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

    TY 2018 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 2018 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 7,067
    AFLAC INC - 3.625% - 11/15/202 16,276 14,988
    ALTRIA GROUP INC - 9.250% - 08 6,383 5,168
    ALTRIA GROUP INC GTD NT - 4.75 11,049 10,201
    AMERICAN EXPRESS CREDIT MTN - 15,102 14,840
    AMGEN INC - 4.100% - 06/15/202 16,052 15,284
    ANHEUSER BUSCH - 6.800% - 08/2 13,364 11,921
    APACHE CORP - 5.100% - 09/01/2 4,998 4,491
    APPLE - 3.850% - 05/04/2043 5,060 4,747
    ARCHER DANIELS - 7.500% - 03/1 12,608 12,637
    ARCHER DANIELS MIDLAND - 2.500 9,299 9,163
    AT&T - 4.250% - 03/01/2027 10,251 9,786
    AVALONBAY COMMUNITIES - 3.500% 24,939 24,850
    BANK AMER CORP FR - 3.300% - 0 10,293 9,849
    BANK AMER FDG CORP SR NT - 7.6 34,282 30,554
    BANK OF NEW YORK MELLON - 5.45 10,002 10,094
    BANK OF NOVA SCOTIA SR GLBL NT 30,042 29,882
    BECTON DCKNSN - 7.000% - 08/01 11,959 11,361
    BERKSHIRE HATHAWAY - 3.000% - 9,952 9,909
    BERKSHIRE HATHAWAY FIN CORP - 16,839 15,410
    BESTFOODS MTS - 6.625% - 04/15 11,562 12,047
    BLACKROCK INC - 5.000% - 12/10 10,639 10,179
    BOEING CO - 7.250% - 06/15/202 12,597 12,106
    BOSTON PROPERTIES LP - 3.650% 10,072 9,680
    BP PLC SPONSORED ADR - 2.750% 19,529 19,345
    BRISTOL MYERS - 5.875% - 11/15 6,471 5,910
    BURLINGTON NORTHN SANTA - 6.15 4,810 6,091
    BYN MELLON - 3.250% - 05/16/20 19,300 19,304
    CAMPBELL SOUP - 8.875% - 05/01 12,851 11,063
    CAPITAL ONE FINL CORP - 4.750% 32,367 30,750
    CATERPILLAR - 6.625% - 07/15/2 11,712 12,156
    CHUBB CORP DEB - 6.800% - 11/1 6,753 6,382
    CINTAS CORP NO - 4.300% - 06/0 15,955 15,282
    CISCO SYS INC - 0.000% - 06/15 25,995 24,896
    CITIGROUP IN - 6.625% - 01/15/ 12,408 11,445
    CME GROUP INC - 3.000% - 09/15 15,062 14,936
    COMCAST CORP - 9.455% - 11/15/ 22,571 18,132
    COMCAST CORP NOTES - 5.150% - 16,818 15,373
    COMM MTG A4 - 3.147% - 08/15/2 20,490 19,997
    CONOCOPHILLIPS - 4.300% - 11/1 5,425 4,955
    CONS EDISON CO N Y INC - 5.500 5,846 5,694
    CVS CAREMARK CORP - 3.500% - 0 15,600 14,868
    DEERE & CO DEB - 8.100% - 05/1 13,311 13,511
    DEERE CO - 3.450% - 03/13/2025 5,027 4,962
    DOVER - 6.650% - 06/01/2028 11,846 11,738
    DOW DUPONT - 4.493% - 11/15/20 10,182 10,296
    DUKE POWER CO LLC - 6.450% - 1 12,707 12,388
    EMERSON ELEC CO - 4.875% - 10/ 27,950 25,388
    ENTERPRISE PRODUCTS - 5.100% - 4,354 4,985
    EQUITABLE COS - 7.000% - 04/01 11,698 11,413
    FIFTH THIRD BANCORP - 2.300% - 15,053 14,985
    GE CAP CORP - 5.500% - 01/08/2 5,530 5,059
    GENERAL ELECTRIC CO - 6.875% - 6,718 5,236
    GOLDMAN SACHS GROUP INC - 2.35 4,949 4,824
    GOLDMAN SACHS GROUP INC NOTE - 5,364 5,242
    GOLDMAN SACHS GROUP NTS - 7.50 30,653 25,125
    GOLDMAN SACHS GRP INC - 6.000% 5,077 5,175
    GS MTG - 2.773% - 11/13/2045 14,955 14,758
    HALLIBURTON COMPANY - 6.700% - 4,997 5,910
    HOME DEPOT INC SR NT - 4.400% 5,678 5,149
    ILLINIOS TOOL - 3.500% - 03/01 10,735 10,133
    INTERNATIONAL BUSINESS MACHS - 26,502 20,915
    ISRAELI JUBILEE 8TH 5YR - 2.80 99,999 100,001
    JPMORGAN CHASE & CO - 4.350% - 5,003 5,113
    JPMORGAN CHASE & CO SR NT - 4. 31,480 30,541
    KELLOGG CO - 4.000% - 12/15/20 15,910 15,216
    KEYCORP SER I - 5.100% - 03/24 10,786 10,355
    LOCKHEED MARTIN CORP - 4.850% 4,960 5,325
    MARKEL CORP SR NT - 5.350% - 0 21,193 20,802
    MCDONALDS CORP - 2.200% - 05/2 24,690 24,701
    METLIFE INC - 6.500% - 12/15/2 6,733 6,261
    MICROSOFT CORP - 5.200% - 06/0 11,396 11,581
    MORGAN STANLEY - 2.450% - 02/0 10,000 9,995
    MORGAN STANLEY - 3.875% - 04/2 15,710 14,894
    MORGAN STANLEY - 5.625% - 09/2 5,719 5,075
    NORFOLK SOUTHERN CORP - 3.850% 10,100 10,170
    NUTRIEN LTD NOTE CALL - 3.625% 19,383 19,442
    ORACLE CORP SR GLBL NT - 2.500 24,621 24,463
    PARKER-HANNIFIN CORP - 6.250% 6,327 6,179
    PEPSI BOTTLING GRP INC GTD - 7 13,495 12,583
    PHILLIPS 66 - 5.875% - 05/01/2 5,898 5,474
    PNC FUNDING CORP - 3.300% - 03 15,375 14,968
    PROGRESSIVE CORP - 3.750% - 08 20,807 20,176
    PROGRESSIVE CORP - 4.000% - 03 9,953 10,290
    PROLOGIS LP BOND - 4.250% - 08 32,191 30,992
    PRUDENTIAL FINANCIAL - 4.500% 10,378 10,337
    PUBLIC SVC ELEC GAS - 3.050% - 19,460 19,476
    QUALCOMM INC - 2.600% - 01/30/ 10,065 9,623
    SCHLUMBERGER - 3.650% - 12/01/ 14,877 15,070
    SHELL INTERNATIONAL - 3.250% - 20,106 19,710
    SPECTRA ENERGY PARTNERS LP - 5 5,989 5,336
    SUNTRUST BK ATL SR - 2.450% - 24,989 24,081
    SYSCO - 3.550% - 03/15/2025 9,986 9,794
    SYSCO - 5.375% - 03/17/2019 17,212 15,083
    TAMPA ELECTRIC - 2.600% - 09/1 24,266 24,142
    THERMO FISHER SCIENTIFIC INC - 10,111 9,990
    TIME WARNER CO - 6.625% - 05/1 5,675 5,865
    TWENTY FIRST CENT - 8.500% - 0 4,798 6,277
    UNITED PARCEL SERVC - 6.200% - 6,522 6,198
    UNITED PARCEL SERVICE - 2.500% 9,676 9,715
    UNITED TECHNOLOGIES CORP - 5.7 6,511 5,494
    UNITED TECHNOLOGIES CORP - 8.7 6,865 5,573
    UNITED TECHNOLOGIES CORP - 9.0 6,789 5,246
    VERIZON COMMUNICATIONS INC - 4 4,627 4,926
    VIRGINIA ELEC & PWR CO - 8.875 6,235 7,572
    WELLS FARGO &CO - 2.625% - 07/ 14,907 14,464
    WELLS FARGO - 2.550% - 12/07/2 10,141 9,856
    WELLS FARGO CO - 4.600% - 04/0 16,796 15,357
    WISCONSIN PWR & LT CO - 6.375% 6,996 6,356

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN:
    59-0998866
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS, INC 68,279 166,286
    ALEXION PHARMACEUTICALS, INC 49,192 36,607
    ALIBABA GROUP HOLDING LTD 115,251 87,451
    ALIGN TECHNOLOGY, INC 21,454 46,284
    ALPHABET INC CL C 113,718 167,769
    AMAZON COM 22,172 196,758
    AMERN AADV INTL EQ FD INTL CL 510,171 389,485
    AUTODESK, INC 43,916 51,058
    BIOMARIN PHARMACEUTICAL INC 30,754 23,672
    BOOKING HOLDINGS INC 7,869 63,730
    BURLINGTON STORES, INC 61,586 64,743
    DFA EMERGING MARKETS CORE EQ P 1,113,200 1,062,346
    DFA INTERNATIONAL SMALL CO POR 454,309 445,700
    DFA INTERNATIONAL VALUE PORTFO 498,090 445,575
    DFA U.S. LARGE CAP VALUE PORTF 1,293,050 2,106,118
    DFA U.S. SMALL CAP VALUE PORTF 1,349,445 1,314,304
    EDWARDS LIFESCIENCES 59,984 87,001
    FACEBOOK INC 35,570 86,782
    HOME DEPOT INC 40,094 50,687
    HOTCHKIS & WILEY HIGH YLD-I 938,062 817,730
    ILLUMINA INC COM 73,501 108,575
    INTUITIVE SURGICAL 78,793 74,233
    ISHARES RUSSELL 2000 GROWTH IN 249,739 531,888
    MARKET VECTORS ISRAEL 264,827 230,366
    MASTERCARD INC 33,011 166,012
    MICROSOFT CORP 131,670 142,198
    NVIDIA CORP 75,706 59,942
    PAYPAL HOLDINGS, INC 42,354 92,247
    PIMCO EMERGING MARKETS FULL SP 567,696 502,535
    S&P GLOBAL INC COM 49,849 50,132
    SALESFORCE.COM 48,342 197,100
    SCHWAB S P 500 INDEX FUND SELE 2,439,999 2,396,830
    SERVICE NOW 66,383 101,310
    SPLUNK INC 29,182 66,894
    SQUARE INC 55,006 59,343
    TRANSUNION COM USD0.01 36,703 46,065
    ULTA SALON, COSMETICS & FRAGRA 55,018 81,532
    VANGUARD INTL GROWTH FD ADMIRA 860,346 1,012,827
    VANGUARD SMALL CAP GROWTH INDE 299,057 522,095
    VEEVA SYSTEMS INC 57,481 90,660
    VERTEX PHARMCTLS INC 39,729 42,587
    VISA INC 32,429 188,015
    VOYA FLOATING RATE FUND CLASS 369,500 337,838
    WORKDAY INC 36,752 76,966

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    The Shepard Broad Foundation Inc
    EIN:
    59-0998866
    US Government Securities - End of Year Book Value:

    1,050,108
    US Government Securities - End of Year Fair Market Value:

    1,049,108
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2018 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 71,918     71,918
    Bank Charges 13 13    
    Equipment Maintenance 330     330
    CREDIT CARD FEES 225     225
    Office Supplies 75     75
    Postage/Delivery Service 20     20
    State or Local Filing Fees 61     61


    TY 2018 OtherIncomeSchedule2
    Name:
    The Shepard Broad Foundation Inc
    EIN:
    59-0998866
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Class Action Lawsuit Proceeds 227 227  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The Shepard Broad Foundation Inc
    EIN:
    59-0998866
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administration of Foundation 40,800     40,800
    Investment Management Services 108,900 108,900    
    Philanthropic Consulting Srvcs 36,000     36,000


    TY 2018 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 2018 5,200      
    990-PF Extension for 2017 40,504