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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$30,141,696J 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.............
3 Interest on savings and temporary cash investments 8,254 8,254  
4 Dividends and interest from securities... 523,459 523,459  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 983,330
b Gross sales price for all assets on line 6a 6,008,799
7 Capital gain net income (from Part IV, line 2)... 983,330
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 587 587  
12 Total. Add lines 1 through 11........ 2,860,201 1,515,630  
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 211,356 120,856   90,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,310      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 818     818
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 66,280 18   66,262
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 311,764 120,874   172,580
25 Contributions, gifts, grants paid....... 1,028,181 1,028,181
26 Total expenses and disbursements. Add lines 24 and 25 1,339,945 120,874   1,200,761
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,520,256
b Net investment income (if negative, enter -0-) 1,394,756
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 2,807,635 921,671 921,671
3 Accounts receivable bullet1,594
Less: allowance for doubtful accounts bullet   1,185 1,594 1,594
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) 1,018,503 Click to see attachment1,144,001 1,188,900
b Investments—corporate stock (attach schedule)....... 14,170,104 Click to see attachment17,539,430 26,279,229
c Investments—corporate bonds (attach schedule)....... 1,744,080 Click to see attachment1,655,067 1,750,302
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) 19,741,507 21,261,763 30,141,696
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 19,741,507 21,261,763
29 Total net assets or fund balances (see instructions)..... 19,741,507 21,261,763
30 Total liabilities and net assets/fund balances (see instructions). 19,741,507 21,261,763
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,741,507
2
Enter amount from Part I, line 27a .....................
2
1,520,256
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
21,261,763
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 29 .
6
21,261,763
Form 990-PF (2020)
Form 990-PF (2020)
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 6,008,799   5,025,469 983,330
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       983,330
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 2 983,330
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 19,387
c All other domestic foundations enter 1.39% 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 19,387
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 19,387
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,142
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,250
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,392
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1
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 4
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 Dir, Pres
    10.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John M BusselClick to see attachment Dir, VP
    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 (2020)
    Form 990-PF (2020)
    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 120,856
    203 REDWOOD SHORES PARKWAY ste 550
    REDWOOD CITY,CA94065
    Foundation Source Administrative 63,678
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Enid Mercado Philanthropic 54,500
    4400 Biscayne Blvd Ste 514
    Miami,FL33137
    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 (2020)
    Form 990-PF (2020)
    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
    24,603,321
    b
    Average of monthly cash balances.......................
    1b
    1,042,693
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,646,014
    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
    25,646,014
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    384,690
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,261,324
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,263,066
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,263,066
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    19,387
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,387
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,243,679
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,243,679
    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
    1,243,679
    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
    1,200,761
    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
    1,200,761
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,200,761
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,243,679
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 467,495
    b From 2016...... 542,552
    c From 2017...... 457,775
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 1,467,822
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,200,761
    a Applied to 2019, 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 2020 distributable amount..... 1,200,761
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 42,918 42,918
    (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 1,424,904
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		424,577
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,000,327
    10 Analysis of line 9:
    a Excess from 2016.... 542,552
    b Excess from 2017.... 457,775
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
    225 N MICHIGAN AVE 17TH FL
    CHICAGO,IL60601     		N/A PC General & Unrestricted 1,000
    AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC
    321 N CLARK ST
    CHICAGO,IL60654     		N/A SO I Patrick Del Duca Memorial Fund 1,000
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		N/A PC Charitable Event 10,000
    AMERICAN JEWISH WORLD SERVICE INC
    45 W 36TH ST 11TH FLOOR
    NEW YORK,NY10018     		N/A PC General & Unrestricted 1,000
    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 10,000
    AMERICANS FOR IMMIGRANT JUSTICE
    6355 NW 36TH ST STE 2201
    MIAMI,FL33166     		N/A PC Charitable Event 10,000
    AMERICANS FOR IMMIGRANT JUSTICE
    6355 NW 36TH ST STE 2201
    MIAMI,FL33166     		N/A PC General & Unrestricted 50,000
    BARRY UNIVERSITY INC
    11300 NE 2ND AVE
    MIAMI SHORES,FL33161     		N/A PC Charitable Event 50,000
    BARRY UNIVERSITY INC
    11300 NE 2ND AVE
    MIAMI SHORES,FL33161     		N/A PC Opportunity Fund 20,000
    CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION INC
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC discretionary fund 31,000
    CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION INC
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC Charitable Event 2,500
    CHILDRENS BEREAVEMENT CENTER INC
    6619 SOUTH DIXIE HWY 302
    MIAMI,FL33143     		N/A PC General & Unrestricted 15,000
    CHURCH BY THE SEA
    1045 95TH ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC COVID-19 pandemic meals and grocery program 35,000
    CHURCH BY THE SEA
    1045 95TH ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC COVID-19 pandemic meals and grocery program 28,000
    DONORSCHOOSE ORG
    134 W 37TH ST 11TH FL
    NEW YORK,NY10018     		N/A PC Remote Learning during COVID-19 823
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Trinity College Annual Fund 10,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Ann B. Bussel fund to be awarded by The Ruth K. Broad Biomedical Research Foundation 25,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Jewish Life at Duke 10,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC General & Unrestricted 5,000
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS ROAD
    DURHAM,NC27705     		N/A PC Food Bank fund 2,500
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS ROAD
    DURHAM,NC27705     		N/A PC Jewish Film Series fund 2,500
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS ROAD
    DURHAM,NC27705     		N/A PC Covid-19 relief fund 10,000
    DURHAM-CHAPEL HILL JEWISH FEDERATION
    1937 W CORNWALLIS ROAD
    DURHAM,NC27705     		N/A PC The Great Challah Bake fund 1,000
    EARLY CHILDHOOD INITIATIVE INC
    3250 SW 3 AVE 6TH FL
    MIAMI,FL33129     		N/A PC General & Unrestricted 2,000
    FISHER HOUSE FOUNDATION INC
    12300 TWINBROOK PKWY STE 410
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 500
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC endowment fund for the Ruth K. and Shepard Broad Distinguished Lecture Series managed by the Steven J. Green School of International & Public Affairs 62,500
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC FIU Strong Funding Gap Initiative 1,000
    FOUNDATION FOR NEUROLOGIC DISEASES
    10 STATE ST
    NEWBURYPORT,MA01950     		N/A PC continued research in the treatment and prevention of Alzheimer's Disease 1,000
    FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA
    5630 WISCONSIN AVE APT 1601
    CHEVY CHASE,MD20815     		N/A PC General & Unrestricted 5,000
    FRIENDS OF THE UNDERLINE INC
    1004 COTORRO AVE
    CORAL GABLES,FL33146     		N/A PC low-income and marginalized neighborhoods in the creation and use of The Underline program 25,000
    FUND FOR PUBLIC SCHOOLS INC
    52 CHAMBERS ST ROOM 305
    NEW YORK,NY10007     		N/A PC Harvey Milk High School in Manhattan, NY 1,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC Annual Campaigns 2019, 2020, and 2121 25,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		N/A PC Annual Campaign 2020 27,000
    HEALTH INFORMATION PROJECT INC
    4601 PONCE DE LEON BLVD STE 300
    CORAL GABLES,FL33146     		N/A PC Comprehensive Business Plan fund 10,000
    HENRY E HUNTINGTON LIBRARY & ART GALLERY
    1151 OXFORD RD
    SAN MARINO,CA91108     		N/A PC Charitable Event 2,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    210 W CAMERON AVE
    CHAPEL HILL,NC27516     		N/A PC General & Unrestricted 1,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    11200 SW 8TH ST
    MIAMI,FL33199     		N/A PC General & Unrestricted 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 Marjorie Flanz Endowment Fund 5,000
    JEWISH WOMEN'S ARCHIVE INC
    ONE HARVARD ST
    BROOKLINE,MA02445     		N/A PC General & Unrestricted 1,800
    KITHARA PROJECT INC
    25 CUTLER DR
    ASHLAND,MA01721     		N/A PC General & Unrestricted 900
    LEO BAECK EDUCATION CENTER FOUNDATION
    5603 S BRAESWOOD
    HOUSTON,TX77096     		N/A PC development and implementation of a plan to organize and mobilize a Leo Baeck alumni community 54,712
    LIBERTY IN NORTH KOREA
    236 E 3RD ST STE 210
    LONG BEACH,CA90802     		N/A PC General & Unrestricted 500
    LOOMIS INSTITUTE
    4 BATCHELDER RD
    WINDSOR,CT06095     		N/A PC 2020-21 Annual Fund; Discretionary Faculty/Staff Appreciation fund 19,000
    LOS ANGELES LAWYERS PHILHARMONIC
    287 S ROBERTSON BLVD
    BEVERLY HILLS,CA90211     		N/A PC Charitable Event 5,000
    LUNG CANCER FOUNDATION OF AMERICA
    15 S FRANKLIN ST
    NEW ULM,MN56073     		N/A PC General & Unrestricted 1,800
    MIAMI DADE COLLEGE FOUNDATION INC
    300 NE 2ND AVE
    MIAMI,FL33132     		N/A PC Miami Book Fair International fund 10,000
    MIAMI JEWISH HEALTH SYSTEMS INC
    5200 NE 2ND AVE
    MIAMI,FL33137     		N/A PC COVID-19 Relief fund 1,000
    MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIR
    601 SW 8TH AVE
    MIAMI,FL33130     		N/A PC Visual screenings & follow up eye exams at Ruth K. Broad Bay Harbor K-8 Center 6,000
    MUSEUM OF CONTEMPORARY ART INC
    770 NE 125TH ST
    NORTH MIAMI,FL33161     		N/A PC General & Unrestricted 2,500
    NEW ISRAEL FUND
    PO BOX 177
    LEWISTON,ME04243     		N/A PC General & Unrestricted 7,500
    NEW WORLD SYMPHONY INC
    500 17TH ST
    MIAMI BEACH,FL33139     		N/A PC NWS Fellows mentoring program 7,500
    NORTH CAROLINA MUSEUM OF ART FOUNDATION INC
    4630 MAIL SERVICE CTR
    RALEIGH,NC27699     		N/A PC Judaica Collection fund 500
    NORTH CAROLINA PUBLIC RADIO - W U N C
    120 FRIDAY CENTER DR
    CHAPEL HILL,NC27517     		N/A PC General & Unrestricted 300
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 2,500
    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
    PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC stipend fund for the members of the Shepard Broad Foundation Partnership Review Committee 3,450
    PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A PC Devices and Equipment fund for RKBBH K-8 Teachers 4,437
    RANSOM EVERGLADES SCHOOL INC
    3575 MAIN HWY
    COCONUT GROVE,FL33133     		N/A PC Annual Fund for the 2020-21 school year 15,000
    RUTH K BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A GOV Master Schedule Summer Planning and Preparation Project 5,000
    RUTH K BROAD BAY HARBOR K-8 CENTER
    1155 93RD ST
    BAY HARBOR ISLANDS,FL33154     		N/A GOV RKB Bay Harbor K-8 Center Tutoring Program 20,000
    SOUTH FLORIDA PBS INC
    14901 NE 20TH AVE
    NORTH MIAMI,FL33181     		N/A PC KIDVision Pre-K program 8,333
    SOUTHERN SCHOLARSHIP FOUNDATION INC
    322 STADIUM DR
    TALLAHASSEE,FL32304     		N/A PC Scholarship fund 1,500
    SYRACUSE UNIVERSITY
    640 SKYTOP RD FL 2
    SYRACUSE,NY13244     		N/A PC Ruth Kugel Broad Endowed Scholarship Fund 2,500
    TEMPLE BETH SHOLOM
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		N/A PC Charitable Event 2,500
    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 Rabbi's Discretionary Fund 10,000
    TEMPLE ISRAEL OF HOLLYWOOD
    7300 HOLLYWOOD BLVD
    LOS ANGELES,CA90046     		N/A PC TIOH Patron campaign 4,000
    THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC
    25 W 45TH ST STE 1405
    NEW YORK,NY10036     		N/A PC General & Unrestricted 15,000
    THE FOUNTAINHEAD RESIDENCY INC
    5600 N BAYSHORE DR
    MIAMI,FL33137     		N/A PC Visual Art Fellowships fund 10,000
    THE FOUNTAINHEAD RESIDENCY INC
    5600 N BAYSHORE DR
    MIAMI,FL33137     		N/A PC Visual Art Fellowships fund 20,000
    THE LERNER JEWISH COMMUNITY DAY SCHOOL
    1935 W CORNWALLIS RD
    DURHAM,NC27705     		N/A PC Covid-19 relief fund 5,000
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC Scholarship Fund 12,000
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC Empirical Research Group at the UCLA School of law 2,500
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC Zolt Chair Fund 5,000
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC UCLA School of Law Student Emergency Relief Fund 10,000
    THE UCLA FOUNDATION
    405 HILGARD AVE
    LOS ANGELES,CA90095     		N/A PC UCLA School of Law Dean's Fund 1,500
    THINKING PROJECT INSTITUTE
    2842 ELIOT ST
    DENVER,CO80211     		N/A PC General & Unrestricted 1,500
    TOWN OF BAY HARBOR ISLANDS
    9665 BAY HARBOR TERRACE
    BAY HARBOR ISLANDS,FL33154     		N/A GOV Annual Town Picnic and Town Dinner fund for Employees 35,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe
    PO BOX 71332
    PHILADELPHIA,PA19176     		N/A PC College of Arts & Sciences 1,500
    TRUSTEES OF TRUST FUNDS
    I JUNKINS AVE
    PORTSMOUTH,NH03801     		N/A GOV funds for graduating seniors of Portsmouth High School to cover the cost of college books and supplies including technological devices 1,800
    UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
    100 THEORY STE 250
    IRVINE,CA92617     		N/A PC UCI Health Advancement in support of the Chao Family Comprehensive Cancer Center 2,500
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		N/A PC Dean of the College's Parent Council Annual Campaign 15,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		N/A PC internship fund for research and outplacement purposes 15,000
    UNIVERSITY OF FLORIDA
    STE 1250 EAST CAMPUS BUILDIN
    GAINESVILLE,FL32611     		N/A GOV Scholarship Fund 1,000
    UNIVERSITY OF FLORIDA FOUNDATION INC
    PO BOX 14425
    GAINESVILLE,FL32604     		N/A PC endowment fund for community outreach initiatives of the Herbert Wertheim College of Engineering Department of BioMedical Engineering 75,000
    UNIVERSITY OF FLORIDA FOUNDATION INC
    PO BOX 14425
    GAINESVILLE,FL32604     		N/A PC Norman Fixel Institute for Neurological Diseases and the renovation of its facilities 20,000
    UNIVERSITY OF MIAMI
    PO BOX 248073
    CORAL GABLES,FL33124     		N/A PC Robert F. Feltman Gastroenterology Educational Endowment fund 1,800
    UNIVERSITY OF MIAMI
    4600 RICKENBACKER CAUSEWAY
    MIAMI,FL33149     		N/A PC Sea Secret Lectures Series Fund 5,000
    UNIVERSITY OF MIAMI - UM BASCOM PALMER EYE INSTITU
    PO BOX 016880 D-880
    MIAMI,FL33101     		N/A PC Hodapp Cohen Family Fellowship for training in the treatment of childhood Glaucoma at the Balkin Center 10,000
    URBANPROMISE MIAMI INC
    985 NW 1ST ST
    MIAMI,FL33128     		N/A PC pilot therapy program for recently-arrived immigrant and/or undocumented youth affiliated with Urban Promise Miami 8,000
    VIZCAYA MUSEUM AND GARDENS TRUST INC
    3251 S MIAMI AVE
    MIAMI,FL33129     		N/A PC COVID-19 Recovery Campaign 1,000
    WE COUNT INC
    PO BOX 344116
    FLORIDA CITY,FL33034     		N/A PC mutual-aid relief fund 7,500
    WE COUNT INC
    PO BOX 344116
    FLORIDA CITY,FL33034     		N/A PC Unrestricted operating fund and mutual-aid relief fund 12,500
    WORLD CENTRAL KITCHEN INCORPORATED
    655 NEW YORK AVE NW 6TH FL
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 6,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		N/A PC SOM Alumni Fund 5,400
    YOUNG PATRONESSES OF THE OPERA INC
    PO BOX 347616
    MAIMI,FL33234     		N/A PC in-school opera performances fund of "Papageno", including the one at RKBBH K-8 5,000
    ZOO MIAMI FOUNDATION INC
    12400 SW 152ND ST
    MIAMI,FL33177     		N/A PC design and launch a new unit of Zoocademy for Middle School English for Speakers of Other Languages (ESOL) PROGRAM 12,326
    Total .................................bullet 3a 1,028,181
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 8,254  
    4 Dividends and interest from securities....     14 523,459  
    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 ............     		    18 983,330  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION LAWSUIT PROCEEDS     		    01 587  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,515,630  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,515,630
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The Shepard Broad Foundation Inc
          		Employer identification number
    59-0998866
    Part I
    Contributors
    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, FL33137

    		$ 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 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, 2020, 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 2020 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 2020 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
    ACE INA HLDG INC DEB - 8.875% 6,610 7,587
    AFLAC - 6.450% - 08/15/2040 7,477 7,289
    AFLAC INC - 3.625% - 11/15/202 5,425 5,594
    ALLSTATE CORP NOTE - 1.450% - 4,984 4,975
    ALTRIA GROUP - 4.800% - 02/14/ 11,981 11,935
    ALTRIA GROUP INC GTD NT - 4.75 11,049 10,143
    AMERICAN EXPRESS CO NOTE - 3.0 26,734 27,281
    ANHEUSER BUSCH - 6.800% - 08/2 13,364 14,297
    APPALACHIAN PWR - 6.700% - 08/ 13,907 14,120
    APPLE - 3.850% - 05/04/2043 5,060 6,344
    APPLE INC - 2.900% - 09/12/202 5,314 5,593
    APPLE INC - 3.250% - 02/23/202 9,830 11,222
    ARCHER DANIELS - 7.500% - 03/1 12,608 13,405
    ARCHER DANIELS MIDLAND - 2.500 9,299 10,876
    AT&T - 4.250% - 03/01/2027 10,251 11,689
    AT&T INC NOTE - 6.625% - 05/15 5,675 6,589
    BANK AMER CORP - 3.559% - 04/2 32,493 33,787
    BANK AMER CORP FR - 3.300% - 0 10,293 10,602
    BB&T - 5.375% - 08/15/2022 37,027 37,470
    BECTON DCKNSN - 7.000% - 08/01 11,959 12,665
    BERKSHIRE HATHAWAY - 4.250% - 5,266 6,612
    BERKSHIRE HATHAWAY FIN CORP - 11,226 10,010
    BESTFOODS MTS - 6.625% - 04/15 11,562 13,418
    BOEING CO - 7.250% - 06/15/202 12,597 12,122
    BP PLC SPONSORED ADR - 2.750% 19,529 21,085
    BRISTOL MYERS - 5.875% - 11/15 6,471 7,109
    BURLINGTON NORTHN SANTA - 6.15 4,810 7,557
    CAMDEN PPTY - 4.100% - 10/15/2 16,793 17,810
    CAMPBELL SOUP - 8.875% - 05/01 12,851 10,257
    CAPITAL ONE FINANCIAL CO NOTE 5,373 5,473
    CAPITAL ONE FINL CORP - 4.750% 32,366 30,700
    CATERPILLAR - 6.625% - 07/15/2 11,712 13,136
    CHARLES SCHWAB - 4.000% - 02/0 10,153 11,895
    CHARLES SCHWAB CORP - 3.250% - 5,342 5,730
    CHEVRON CORP - 3.326% - 11/17/ 5,404 5,571
    CHUBB CORP DEB - 6.800% - 11/1 6,753 7,232
    CISCO SYS INC - 0.000% - 06/15 25,995 25,984
    CISCO SYSTEMS INC - 5.500% - 0 7,382 7,485
    CITIGROUP IN - 6.625% - 01/15/ 12,408 13,101
    CITIGROUP INC SR NT - 4.500% - 10,412 10,425
    CITIGROUP INC. HYBRID - 3.352% 5,247 5,434
    CME GROUP INC - 3.000% - 03/15 15,196 16,417
    CME GROUP INC - 3.000% - 09/15 15,062 15,674
    COMCAST CORP - 3.400% - 04/01/ 5,802 5,746
    COMCAST CORP NOTE - 3.950% - 1 16,467 17,178
    COMM MTG A4 - 3.147% - 08/15/2 20,490 20,526
    CONOCOPHILLIPS - 4.300% - 11/1 5,425 6,324
    CONS EDISON CO N Y INC - 5.500 5,846 6,832
    CONSOLIDATED EDISON CO N Y INC 5,097 6,090
    CVS CAREMARK CORP - 3.500% - 0 15,600 15,655
    CVS HEALTH CORP - 2.700% - 08/ 4,910 5,060
    DEERE & CO DEB - 8.100% - 05/1 13,311 15,206
    DEERE CO - 3.450% - 03/13/2025 5,027 5,600
    DISNEY - 4.700% - 03/23/2050 5,679 7,046
    DISNEY WALT - 7.625% - 11/30/2 7,159 7,072
    DOVER - 6.650% - 06/01/2028 11,846 13,608
    DOW DUPONT - 4.493% - 11/15/20 10,182 11,674
    DUKE POWER CO LLC - 6.450% - 1 12,707 14,509
    ELI LILLY AND CO - 7.125% - 06 12,235 12,763
    ENTERPRISE PRODUCTS - 5.100% - 4,354 6,315
    EQUITABLE COS - 7.000% - 04/01 11,698 12,973
    ERP OPERATING LP BOND - 3.000% 5,194 5,567
    EXXON MOBIL CORP - 3.567% - 03 5,604 5,711
    FEDEX CORP - 3.200% - 02/01/20 15,490 16,480
    FIFTH THIRD BANCORP - 2.550% - 15,064 16,296
    FISERV INC - 4.400% - 07/01/20 6,020 6,696
    FRANKLIN RESOURCES INC - 1.600 9,995 9,956
    GENERAL ELECTRIC CO - 6.875% - 6,718 7,317
    GENERAL MLS INC - 4.000% - 04/ 15,639 16,946
    GOLDMAN SACHS GROUP INC - 3.85 16,080 17,115
    GOLDMAN SACHS GROUP INC - 4.00 26,516 27,624
    GOLDMAN SACHS GROUP INC NOTE - 5,364 5,282
    GS MTG - 2.773% - 11/13/2045 14,663 15,161
    HALLIBURTON COMPANY - 6.700% - 4,997 6,606
    HARTORD FINL SVCS - 2.800% - 0 19,944 21,789
    HOME DEPOT INC - 3.300% - 04/1 5,409 5,883
    HOME DEPOT INC SR NT - 4.400% 5,678 5,000
    HONEYWELL INTL - 2.800% - 06/0 9,943 10,934
    ILLINIOS TOOL - 3.500% - 03/01 10,735 10,860
    JOHNSON & JOHNSON - 3.700% - 0 6,105 6,375
    JPMORGAN CHASE & CO - 3.875% - 5,180 5,491
    JPMORGAN CHASE &CO NOTE - 3.55 10,607 10,707
    KEYCORP SER I - 5.100% - 03/24 10,786 10,107
    KIMBERLY CLARK CORP - 6.375% - 18,435 19,038
    KROGER CO - 3.875% - 10/15/204 5,001 5,847
    LINCOLN NATL CORP IND - 3.800% 10,183 11,531
    LOCKHEED MARTIN CORP - 4.850% 4,960 6,584
    MARKEL - 3.350% - 09/17/2029 10,128 11,159
    MCDONALDS CORP - 1.450% - 09/0 10,019 10,343
    METLIFE INC - 6.500% - 12/15/2 6,733 7,587
    METLIFE INC NOTE - 3.600% - 11 10,554 11,336
    MICROSOFT CORP NOTE - 2.525% - 11,396 10,545
    MORGAN STANLEY - 3.875% - 01/2 10,748 11,447
    MORGAN STANLEY - 3.875% - 04/2 15,710 16,600
    NIKE INC - 3.250% - 03/27/2040 10,652 11,588
    NORFOLK SOUTHERN CORP - 3.850% 26,079 27,209
    NUTRIEN LTD NOTE CALL - 3.625% 19,383 21,728
    ORACLE CORP - 2.950% - 05/15/2 14,496 16,474
    ORACLE CORP SR GLBL NT - 2.500 24,621 25,662
    PARKER-HANNIFIN CORP - 6.250% 6,327 7,262
    PEPSI BOTTLING GRP INC GTD - 7 13,495 14,572
    PHILLIPS 66 - 5.875% - 05/01/2 5,898 6,948
    PINC FINL - 3.150% - 05/19/202 16,133 16,897
    PROCTER AND GAMBLE - 5.800% - 12,523 15,094
    PROLOGIS LP - 3.750% - 11/01/2 5,633 5,682
    PROLOGIS SER B - 4.375% - 02/0 5,565 6,113
    PRUDENTIAL FINL - 6.625% - 12/ 7,485 7,486
    PUBLIC SVC ELEC GAS - 3.050% - 19,460 21,626
    QUALCOMM INC - 4.300% - 05/20/ 6,201 6,771
    SCHLUMBERGER - 3.650% - 12/01/ 14,877 16,254
    SHELL INTERNATIONAL - 3.250% - 20,106 22,146
    SNAP ON INC - 3.100% - 05/01/2 4,955 5,599
    SPECTRA ENERGY PARTNERS LP - 5 5,989 6,485
    STRYKER CORP - 1.950% - 06/15/ 4,979 5,136
    STRYKER CORP - 3.500% - 03/15/ 10,410 11,303
    SYSCO - 3.550% - 03/15/2025 9,986 11,131
    TAMPA ELECTRIC - 2.600% - 09/1 24,266 25,768
    TAMPA ELECTRIC CO - 6.150% - 0 7,099 6,964
    TRAVELERS COMPANY - 5.350% - 1 7,020 7,186
    UNITED PARCEL SERVC - 6.200% - 6,522 7,830
    UNITED PARCEL SERVICE - 2.500% 9,676 10,469
    UNITED TECHNOLOGIES CORP - 5.7 6,511 7,269
    UNITED TECHNOLOGIES CORP - 8.7 6,865 5,060
    US BANCORP - 3.950% - 11/17/20 21,603 23,076
    VERIZON COMMUNICATIONS INC - 4 11,119 12,481
    VIRGINIA ELEC & PWR - 3.450% - 5,425 5,387
    VIRGINIA ELEC & PWR CO - 2.950 20,376 20,409
    VIRGINIA ELEC & PWR CO - 8.875 6,235 9,135
    VISA INC - 4.150% - 12/14/2035 5,192 6,485
    VISA INC NOTE - 3.150% - 12/14 10,642 11,219
    WELLS FARGO &CO - 2.625% - 07/ 14,907 15,524
    WELLS FARGO &CO MTN - 3.584% - 5,358 5,662
    WELLS FARGO - 3.550% - 09/29/2 5,157 5,601
    WELLS FARGO CO - 4.600% - 04/0 5,599 5,047
    WISCONSIN ELEC PWR - 4.300% - 12,564 13,410
    WISCONSIN PWR & LT CO - 6.375% 6,996 7,356

    TY 2020 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 31,558 155,537
    ALIBABA GROUP HOLDING LTD 44,593 56,786
    ALIGN TECHNOLOGY, INC 24,389 87,104
    ALPHABET INC CL C 52,152 108,617
    AMAZON COM 18,721 270,325
    APPLE INC 61,778 68,733
    AUTODESK, INC 65,628 130,380
    BURLINGTON STORES, INC 64,560 116,913
    CHIPOTLE MEX GRILL 49,087 54,082
    COSTCO WHOLESALE CORPORATION 33,810 35,041
    DEXCOM, INC 31,533 82,078
    DFA EMERGING MARKETS CORE EQ P 1,463,215 1,836,379
    DFA INTERNATIONAL SMALL CO POR 624,309 760,966
    DFA INTERNATIONAL VALUE PORTFO 1,488,119 1,819,691
    DFA U.S. LARGE CAP VALUE PORTF 2,293,050 3,648,467
    DFA U.S. SMALL CAP VALUE PORTF 1,749,460 2,220,115
    DODGE & COX INCOME FUND 1,106,888 1,126,458
    EDWARDS LIFESCIENCES 33,549 86,669
    FACEBOOK INC 19,857 86,319
    GLOBAL PAYMENTS INC 36,965 43,299
    INTUITIVE SURGICAL 68,309 106,353
    ISHARES RUSSELL 2000 GROWTH IN 249,739 907,692
    LULULEMON ATHLETICA INC 33,416 34,803
    MARKET VECTORS ISRAEL 264,827 368,667
    MASTERCARD INC 33,251 209,881
    MERCADOLIBRE, INC 33,528 90,462
    MICROSOFT CORP 108,967 248,666
    NVIDIA CORP 54,021 148,305
    PAYPAL HOLDINGS, INC 45,760 193,918
    PIMCO EMERGING MARKETS FULL SP 937,711 935,275
    PIMCO TOTAL RETURN FUND 1,106,009 1,102,676
    QUALCOMM INC 47,771 49,968
    SALESFORCE.COM 31,004 145,090
    SCHWAB S P 500 INDEX FUND SELE 2,439,999 3,592,430
    SERVICE NOW 64,848 234,483
    SPLUNK INC 19,083 68,296
    SQUARE INC 32,910 137,766
    TRACTOR SUPPLY CO COM 48,975 44,704
    TRANSDIGM GRP INC 36,557 38,988
    UNITY SOFTWARE INC 7,370 6,753
    VANGAURD HIGH-YIELD CORPORATE 1,317,330 1,372,923
    VANGUARD INTL GROWTH FD ADMIRA 860,346 2,049,308
    VANGUARD SMALL CAP GROWTH INDE 299,057 926,952
    VEEVA SYSTEMS INC 37,934 175,329
    VISA INC 24,730 196,638
    WORKDAY INC 20,794 63,736
    ZENDESK INC 21,963 35,208

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The Shepard Broad Foundation Inc
    EIN:
    59-0998866
    US Government Securities - End of Year Book Value:

    1,137,345
    US Government Securities - End of Year Fair Market Value:

    1,180,735
    State & Local Government Securities - End of Year Book Value:


    6,656
    State & Local Government Securities - End of Year Fair Market Value:


    8,165


    TY 2020 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 63,678     63,678
    Bank Charges 18 18    
    Equipment/Furniture Purchase 150     150
    Foundation Dues & Memberships 1,545     1,545
    CREDIT CARD FEES 185     185
    Postage/Delivery Service 55     55
    State or Local Filing Fees 61     61
    OFFICE & SUPPLIES 588     588


    TY 2020 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 587 587  


    TY 2020 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 54,500     54,500
    Investment Management Services 120,856 120,856    
    Philanthropic Consulting Srvcs 36,000     36,000


    TY 2020 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 2020 15,000      
    990-PF Extension for 2019 3,310