Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE ELI AND EDYTHE BROAD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)300 SOUTH GRAND AVENUE 1800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90071
A Employer identification number

95-4686318
B Telephone number (see instructions)

(310) 954-5026
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,796,026,081J 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) 5,997,990
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,013 6,013  
4 Dividends and interest from securities... 5,447,885 15,561,418  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 115,725,169
b Gross sales price for all assets on line 6a 198,444,008
7 Capital gain net income (from Part IV, line 2)... 68,101,206
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
List of Attached Documents:
// Content
8,579,306 9,025,181  
12 Total. Add lines 1 through 11........ 135,756,363 92,693,818  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 703,919 0   705,887
15 Pension plans, employee benefits....... 81,282 0   79,559
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
137,034 0   132,918
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
246,663 59,288   192,712
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,471,216 2,448,656   2,471,096
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
563,416 426,480   1,000
19 Depreciation (attach schedule) and depletion...   4,509  
20 Occupancy.............. 91,977 0   91,170
21 Travel, conferences, and meetings....... 19,031 0   19,601
22 Printing and publications.......... 23,191 0   22,980
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
264,261 8,478,275   228,424
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,601,990 11,417,208   3,945,347
25 Contributions, gifts, grants paid....... 78,680,185 122,319,231
26 Total expenses and disbursements. Add lines 24 and 25 87,282,175 11,417,208   126,264,578
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 48,474,188
b Net investment income (if negative, enter -0-) 81,276,610
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 70,728 81,307 81,307
2 Savings and temporary cash investments......... 356,329,576 250,386,994 250,386,994
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 182,473,906 Click to see attachment
List of Attached Documents:
// Content
77,030,152 		77,030,152
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,863,972,243 Click to see attachment
List of Attached Documents:
// Content
1,439,971,183 		1,439,971,183
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,319,721 		Click to see attachment
List of Attached Documents:
// Content
28,556,445 		Click to see attachment
List of Attached Documents:
// Content
28,556,445
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,410,166,174 1,796,026,081 1,796,026,081
Liabilities 17 Accounts payable and accrued expenses.......... 2,432,112 1,040,864
18 Grants payable................. 395,726,643 352,087,597
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
16,177,791 		Click to see attachment
List of Attached Documents:
// Content
7,670,777
23 Total liabilities (add lines 17 through 22)......... 414,336,546 360,799,238
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,995,829,628 1,435,226,843
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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    
29 Total net assets or fund balances (see instructions)..... 1,995,829,628 1,435,226,843
30 Total liabilities and net assets/fund balances (see instructions). 2,410,166,174 1,796,026,081
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
1,995,829,628
2
Enter amount from Part I, line 27a .....................
2
48,474,188
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,044,303,816
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
609,076,973
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,435,226,843
Form 990-PF (2022)
Form 990-PF (2022)
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   2021-01-01 2022-12-31
b PASS THRU INVESTMENTS DISTRIB IN EXCESS OF BASIS P 2021-01-01 2022-12-31
c PASS THRU INVESTMENTS REPORTED ON SCH K-1 P 2021-01-01 2022-12-31
d ADJUST FOR IRC SEC 1202 ELIGIBLE GAIN EXCLUSION - PASS THRU INVESTMENTS P 2021-01-01 2022-12-31
e TERMINATION OF APOLETTO CHINA IV, L.P. P 2021-01-01 2022-12-31
TERMINATION OF COLONY INVESTORS VIII, L.P. P 2021-01-01 2022-12-31
TERMINATION OF MERIT ENERGY PARTNERS CANADA, LP P 2021-01-01 2022-12-31
TERMINATION OF NCD PARTNERS, LP P 2021-01-01 2022-12-31
TERMINATION OF NEWBRIDGE ASIA IV LP P 2021-01-01 2022-12-31
TERMINATION OF RREF FOUNDATION INVESTORS, LP P 2021-01-01 2022-12-31
TERMINATION OF RREF II DOMESTIC INVESTORS, LP P 2021-01-01 2022-12-31
TERMINATION OF TFP OG AIV II, LP P 2021-01-01 2022-12-31
TERMINATION OF TPG TORTOISE AIV, LP P 2021-01-01 2022-12-31
ADJUST FOR IRC SEC 1202 ELIGIBLE GAIN EXCLUSION - PUBLICLY TRADED SECURITIES P 2021-01-01 2022-12-31
TERMINATION OF TFP ROYAL CAYMAN AIV, LTD P 2021-01-01 2022-12-31
(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 87,399,293   55,345,060 32,054,233
b 113,944,037   99,486,583 14,457,454
c 23,175,429     23,175,429
d     28,394 -28,394
e 29,019   704,660 -675,641
10,882   14,029 -3,147
1,919,965   1,914,725 5,240
444,854   764,186 -319,332
20,551     20,551
107,460     107,460
1,033,302     1,033,302
92,943     92,943
11,093   11,092 1
    1,949,809 -1,949,809
130,916     130,916
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       32,054,233
b       14,457,454
c       23,175,429
d       -28,394
e       -675,641
      -3,147
      5,240
      -319,332
      20,551
      107,460
      1,033,302
      92,943
      1
      -1,949,809
      130,916
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 68,101,206
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 1,129,745
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 1,129,745
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,129,745
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 1,437,139
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 325,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,762,139
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 632,394
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow632,394 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
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 addressright arrowWWW.BROADFOUNDATION.ORG
14
The books are in care ofright arrowJULIE BAKER Telephone no.right arrow (310) 954-5026

Located atright arrow300 SOUTH GRAND AVENUE SUITE 1800LOS ANGELESCA ZIP+4right arrow90071
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
EDYTHE L BROAD TRUSTEE
2.00 		0 0 0
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
GERUN RILEY SEE STATEMENT 14 PRESIDENT, TRUSTEE
30.00 		440,000 15,701 0
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
SUZANNE NORA JOHNSON TRUSTEE
2.00 		0 0 0
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
JAY WINTROB TRUSTEE
2.00 		0 0 0
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
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
SUSAN JACK VICE PRESIDENT/CHIEF
32.00 		230,500 28,189 0
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
ERIN GRIMES DIRECTOR, GRANT OPER
40.00 		142,500 18,464 0
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
PORSHA CROPER SENIOR PROGRAM OFFIC
40.00 		122,740 10,959 0
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
ERICA LIM SENIOR PROGRAM OFFIC
40.00 		75,833 2,120 0
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
FAMILY OFFICE INVESTMENT SERVICES LLC INVESTMENT SERVICES 2,187,705
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
FAMILY OFFICE FINANCIAL SERVICES LLC FINANCE, ACCTG, TAX, HR & TECH 1,861,310
300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071
ICONIQ STRATEGIC PARTNERS INVESTMENT MGMT FEES 600,000
50 BEALE ST STE 2300
SAN FRANCISCO,CA94105
ARSENAL CAPITAL PARTNERS INVESTMENT MGMT FEES 300,000
100 PARK AVENUE 31ST FLOOR
NEW YORK,NY10017
ESTOLANO ADVISORS ADVISORY AND PROGRAM SUPPORT 233,911
801 SOUTH GRAND AVENUE SUITE 530
LOS ANGELES,CA90017
Total number of others receiving over $50,000 for professional services.............right arrow26
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
119,786,502
b
Average of monthly cash balances.......................
1b
336,829,554
c
Fair market value of all other assets (see instructions)................
1c
1,600,149,218
d
Total (add lines 1a, b, and c).........................
1d
2,056,765,274
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,056,765,274
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,851,479
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,025,913,795
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
101,295,690
Part X
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 IX, line 6..................
1
101,295,690
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,129,745
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
26,947
c
Add lines 2a and 2b............................
2c
1,156,692
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
100,138,998
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
100,138,998
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
100,138,998
Part XI
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
126,264,578
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
126,264,578
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 100,138,998
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 59,004,415
b From 2018...... 62,488,138
c From 2019...... 68,370,309
d From 2020...... 31,722,956
e From 2021...... 18,204,939
f Total of lines 3a through e ........ 239,790,757
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 126,264,578
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 100,138,998
e Remaining amount distributed out of corpus 26,125,580
5 Excess distributions carryover applied to 2022. 0 0
(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 5 265,916,337
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		59,004,415
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		206,911,922
10 Analysis of line 9:
a Excess from 2018.... 62,488,138
b Excess from 2019.... 68,370,309
c Excess from 2020.... 31,722,956
d Excess from 2021.... 18,204,939
e Excess from 2022.... 26,125,580
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
EDYTHE L BROAD
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

4C LAB

110 SOUTH ORANGE AVENUE
AZUZA,CA91702 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 1,000

A PLACE CALLED HOME

2830 SOUTH CENTRAL AVENUE
LOS ANGELES,CA90011 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 250

AD ARCHITECTURE & DESIGN MUSEUM LOS ANGELES

6032 WILSHIRE BOULEVARD
LOS ANGELES,CA90036 		  PC ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 5,000

ADVANCEMENT PROJECT

1910 W SUNSET BLVD SUITE 500
LOS ANGELES,CA90026 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 10,000

ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION

PO BOX 86609
LOS ANGELES,CA90086 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 140,000

ALZHEIMER'S GREATER LOS ANGELES

4221 WILSHIRE BLVD SUITE 400
LOS ANGELES,CA90034 		  PC SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH 5,000

ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES

1145 WILSHIRE BLVD
LOS ANGELES,CA90017 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 75,000

BILL HILLARY & CHELSEA CLINTON FOUNDATION

1200 PRESIDENT CLINTON AVE
LITTLE ROCK,AR72207 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 5,000

BREAKWATER STUDIOS LTD

4655 KINGSWELL AVE STE 201
LOS ANGELES,CA90027 		  NC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 300,000

BROAD INSTITUTE OF MIT AND HARVARD

7 CAMBRIDGE CTR
CAMBRIDGE,MA02142 		  PC SCI & MED RESEARCH - TO SUPPORT BIOMEDICAL AND GENOMIC RESEARCH TO ADVANCE TREATMENTS AND CURES FOR DISEASE 30,000,000

BROADSTAGE

1900 PICO BLVD
SANTA MONICA,CA90405 		  PC ARTS - ENDOWMENT FOR LOS ANGELES COMMUNITY THEATER PROGRAMMING 2,500,000

BROADSTAGE

1900 PICO BLVD
SANTA MONICA,CA90405 		  PC ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 97,700

CALIFORNIA COMMUNITY FOUNDATION

717 WEST TEMPLE STREET
LOS ANGELES,CA90012 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 25,000

CALIFORNIA COMMUNITY FOUNDATION

717 WEST TEMPLE STREET
LOS ANGELES,CA90012 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 113,400

CALIFORNIA COMMUNITY FOUNDATION

717 WEST TEMPLE STREET
LOS ANGELES,CA90012 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 1,200,000

CALIFORNIA INSTITUTE OF TECHNOLOGY

1200 EAST CALIFORNIA BLVD
PASADENA,CA91125 		  PC EDUCATION - TO ESTABLISH THE HONORARY ENDOWED DAVID BALTIMORE PROFESSORSHIP 1,000,000

CALIFORNIA VOLUNTEERS FUND

1400 TENTH STREET 2ND FLOOR
SACRAMENTO,CA95814 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 500,000

CEDARS-SINAI MEDICAL CENTER

8700 BEVERLY BLVD SUITE 2416
LOS ANGELES,CA90048 		  PC SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH 25,000

CICLAVIA INC

525 SOUTH HEWITT STREETRNSUITE
LOS ANGELES,CA90013 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 5,000

CITY YEAR INC

287 COLUMBUS AVE
BOSTON,MA02116 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 1,000

COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT

3101 SOUTH GRAND AVENUE
LOS ANGELES,CA90007 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 312,960

COMMUNITIES FOR A BETTER ENVIRONMENT

6325 PACIFIC BLVD 300
HUNTINGTON PARK,CA90255 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 283,000

COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION & TREATMENT

8101 S VERMONT AVENUE
LOS ANGELES,CA90044 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 24,652

COMMUNITY PARTNERS

1000 N ALAMEDA ST SUITE 240
LOS ANGELES,CA90012 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 5,000

COMMUNITY PARTNERS

1000 N ALAMEDA ST SUITE 240
LOS ANGELES,CA90012 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 250,000

COMMUNITY PARTNERS

1000 N ALAMEDA ST SUITE 240
LOS ANGELES,CA90012 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 197,802

CORO SOUTHERN CALIFORNIA INC

1000 N ALAMEDA STREET SUITE 240
LOS ANGELES,CA90012 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 59,850

DISCOVERY EYE FOUNDATION

8635 W 3RD STREET RNSUITE 390
LOS ANGELES,CA90048 		  PC SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH 1,000

DISCOVERY SCIENCE CENTER OF LOS ANGELES

11800 FOOTHILL BLVD
SYLMAR,CA91342 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 5,000

DIY GIRLS

PO BOX 330662
PACOIMA,CA91333 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 104,650

DOHENY EYE INSTITUTE

150 NORTH ORANGE GROVE BOULEVARD
PASADENA,CA91103 		  PC SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH 5,000

DREAM CORPS

436 14TH STREET NO 920
OAKLAND,CA94612 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 100,000

EARTHJUSTICE

50 CALIFORNIA ST SUITE 500
SAN FRANCISCO,CA94111 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 300,000

ECONOMIC DEVELOPMENT CORPORATION OF LOS ANGELES

444 S FLOWER STRN37TH FLOOR
LOS ANGELES,CA90071 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 1,000

EDUCATORS FOR EXCELLENCE INC

80 PINE STREET 28TH FLOOR
NEW YORK,NY10005 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 250,000

EMERALD CITIES COLLABORATIVE INC

1140 CONNECTICUT AVENUESUITE 900B
WASHINGTON,DC20036 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 250,000

ENCORPS

2121 AVENUE OF THE STARS SUITE 2020
LOS ANGELES,CA90067 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 100,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 3886
NEW YORK,NY10163 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 500,000

EXPANDED LEARNING ALLIANCE EXPANDLA

4323 BERENICE AVENUE
LOS ANGELES,CA90031 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 70,000

FOOD FORWARD INC

7412 FULTON AVE 3
NORTH HOLLYWOOD,CA91605 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 50,000

FORDHAM UNIVERSITY

150 W 62ND STREET
NEW YORK,NY10023 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 25,000

GREAT PUBLIC SCHOOLS NOW

1150 S OLIVE STREET SUITE 1325
LOS ANGELES,CA90015 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 2,125,000

GREEN DOT PUBLIC SCHOOLS

1149 SOUTH HILL STREETSUITE 600
LOS ANGELES,CA90015 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 250,000

HEART OF LOS ANGELES YOUTH INC

2701 WILSHIRE BOULEVARD SUITE 100
LOS ANGELES,CA90057 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 37,000

HENRY STREET SETTLEMENT

265 HENRY STREET
NEW YORK,NY10002 		  PC ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 1,000

HIDDEN GENIUS PROJECT

1441 FRANKLIN STFOURTH FLOOR
OAKLAND,CA94612 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 10,000

HOMEBOY INDUSTRIES

130 WEST BRUNO STREET
LOS ANGELES,CA90012 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 50,000

HOMEBOY INDUSTRIES

130 WEST BRUNO STREET
LOS ANGELES,CA90012 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 2,500

INNOVATE PUBLIC SCHOOLS

1400 PARKMOOR AVE SUITE 240
SAN JOSE,CA95126 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 383,333

JOBS TO MOVE AMERICA

525 S HEWITT ST
LOS ANGELES,CA90013 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 200,000

KARSH FAMILY SOCIAL SERVICE CENTER INC

3750 WEST 6TH STREET
LOS ANGELES,CA90020 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 5,000

KIPP SOCAL PUBLIC SCHOOLS

1933 SOUTH BROADWAY SUITE 1144
LOS ANGELES,CA90007 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 5,000

LA PROMISE FUND

1933 S BROADWAY 1108
LOS ANGELES,CA90007 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 650,000

LA'S BEST

200 NORTH SPRING STREET SUITE M-120
LOS ANGELES,CA90012 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 14,425

LEUKEMIA & LYMPHOMA SOCIETY INC

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		  PC SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH 10,000

LIBRARY FOUNDATION OF LOS ANGELES

630 WEST 5TH STREET
LOS ANGELES,CA90071 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 13,416

LOS ANGELES ALLIANCE FOR A NEW ECONOMY

464 LUCAS AVENUESUITE 202
LOS ANGELES,CA90017 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 610,000

LOS ANGELES BLACK WORKER CENTER

5350 CRENSHAW BLVD
LOS ANGELES,CA90043 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 400,000

LOS ANGELES BROTHERHOOD CRUSADE

200 E SLAUSON AVE
LOS ANGELES,CA90011 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 3,000

LOS ANGELES CLEANTECH INCUBATOR

525 SOUTH HEWITT STREET
LOS ANGELES,CA90013 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 760,000

LOS ANGELES OPERA COMPANY

135 N GRAND AVE
LOS ANGELES,CA90012 		  PC ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 33,160

MICHIGAN STATE UNIVERSITY

450 ADMINISTRATION BLDG
EAST LANSING,MI48824 		  PC EDUCATION - ENDOWMENT FOR THE ELI BROAD COLLEGE OF BUSINESS 3,000,000

MICHIGAN STATE UNIVERSITY

450 ADMINISTRATION BLDG
EAST LANSING,MI48824 		  PC EDUCATION - SUPPORT FOR THE CONSTRUCTION OF THE GRADUATE PROGRAMS PAVILION 2,000,000

MIDNIGHT MISSION

396 S LOS ANGELES STREET
LOS ANGELES,CA90013 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 5,000

MIRACLE MESSAGES

845 MARKET STREET SUITE 450
SAN FRANCISCO,CA94103 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 50,000

MUSIC CENTER

135 NORTH GRAND AVENUE
LOS ANGELES,CA90012 		  PC ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 38,500

NEW VENTURE FUND

1201 CONNECTICUT AVENUE NW SUITE
300
WASHINGTON,DC20036 		  PC ENVIRONMENT - INVESTMENT TO INCREASE HEALTHY LIVING ENVIRONMENTS, PARTICULARLY FOR HISTORICALLY MARGINALIZED COMMUNITIES 250,000

PS ARTS

6701 CENTER DRIVE W SUITE 550
LOS ANGELES,CA90045 		  PC ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 5,000

PACOIMA BEAUTIFUL

13520 VAN NUYS BLVD SUITE 200
PACOIMA,CA91331 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 403,000

PARTNERSHIP FOR CHILDREN AND YOUTH

1121 L STREET SUITE 205
SACRAMENTO,CA95814 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 279,500

PARTNERSHIP FOR LOS ANGELES SCHOOLS

1055 WILSHIRE BLVD SUITE 1850
LOS ANGELES,CA90017 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 350,000

PLANNED PARENTHOOD LOS ANGELES

400 W 30TH STREET
LOS ANGELES,CA90007 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 340,333

PROPEL AMERICA

800 BOYLSTON STPO BOX 990443
BOSTON,MA02199 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 100,000

PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA

2900 W ALAMEDA AVE
BURBANK,CA91505 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 2,500

PUENTE LEARNING CENTER

501 SOUTH BOYLE AVENUE
LOS ANGELES,CA90033 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 2,500

SAINT JOHN'S HEALTH CENTER FOUNDATION

2121 SANTA MONICA BLVD
SANTA MONICA,CA90404 		  PC SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH 15,000

SKIRBALL CULTURAL CENTER

2701 NORTH SEPULVEDA BOULEVARD
LOS ANGELES,CA90049 		  PC ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 25,000

SOUTHERN CALIFORNIA GRANTMAKERS

1000 N ALAMEDA STREET SUITE 230
LOS ANGELES,CA90012 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 19,700

SOUTHERN CALIFORNIA PUBLIC RADIO

474 SOUTH RAYMOND AVENUE
PASADENA,CA91105 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 151,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PC SCI & MED RESEARCH - INVESTMENT TO ADVANCE SCIENTIFIC AND MEDICAL RESEARCH 2,000

STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION

1715 W FLORENCE AVE
LOS ANGELES,CA90047 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 200,000

TEACH FOR AMERICA

606 S OLIVE STREET 300
LOS ANGELES,CA90014 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 2,500

THE ART OF PROBLEM SOLVING INITIATIVE INC

55 EXCHANGE PL SUITE 603
NEW YORK,NY10005 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 500,000

THE BROAD ART FOUNDATION

300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		  POF ARTS - TO SUPPORT ART COLLECTION AND LENDING ACTIVITIES 28,000,000

THE BROAD

300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		  POF ARTS - SUPPORT PLEDGE FOR FREE GENERAL ADMISSION CONTEMPORARY ART MUSEUM IN LOS ANGELES 6,000,000

THE BROAD

300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		  POF ARTS - OPERATING SUPPORT FOR FREE GENERAL ADMISSION CONTEMPORARY ART MUSEUM IN LOS ANGELES 2,525,303

THE BROAD

300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		  POF PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 692,297

THE DETROIT INSTITUTE OF ARTS

5200 WOODWARD AVENUE
DETROIT,MI48202 		  PC ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 100,000

THE GREENLINING INSTITUTE

360 14TH STREET 2ND FLOOR
OAKLAND,CA94612 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 255,000

THE LOS ANGELES TRUST FOR CHILDREN'S HEALTH

333 SOUTH BEAUDRY 29TH FLOOR
LOS ANGELES,CA90017 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 5,000

THE MAYOR'S FUND FOR LOS ANGELES

200 N SPRING ST SUITE 305B
LOS ANGELES,CA90012 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 50,000

THE MAYOR'S FUND FOR LOS ANGELES

200 N SPRING ST SUITE 305B
LOS ANGELES,CA90012 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 110,000

THE MAYOR'S FUND FOR LOS ANGELES

200 N SPRING ST SUITE 305B
LOS ANGELES,CA90012 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 370,000

THE SEED SCHOOL OF LOS ANGELES COUNTY

1990 SOUTH BUNDY DRIVE SUITE 340
LOS ANGELES,CA90025 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 200,000

UCLA FOUNDATION

10920 WILSHIRE BLVD 1400
LOS ANGELES,CA90024 		  PC SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCLA 5,000,000

UNITED WAY OF GREATER LOS ANGELES

1150 S OLIVE STREET T500
LOS ANGELES,CA90015 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 50,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION

220 MONTGOMERY STREET FLOOR 5
SAN FRANCISCO,CA94104 		  PC SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT UCSF 5,000,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3551 TROUSDALE PARKWAY
LOS ANGELES,CA90089 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 100,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3551 TROUSDALE PARKWAY
LOS ANGELES,CA90089 		  PC SCI & MED RESEARCH - REGENERATIVE MEDICINE AND STEM CELL RESEARCH AT USC 5,000,000

URBAN TXT TEENS EXPLORING TECHNOLOGY

3655 SOUTH GRAND AVENUE NUMBER 220
LOS ANGELES,CA90007 		  PC SKILLS - INVESTMENT TO EQUIP YOUNG PEOPLE WITH SKILLS, TRAINING, AND EXPERIENCES TO THRIVE PERSONALLY AND PROFESSIONALLY 10,000

VENICE FAMILY CLINIC FOUNDATION

604 ROSE AVE
VENICE,CA90291 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 11,000

WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS

9911 WEST PICO BOULEVARD SUITE 680
LOS ANGELES,CA90035 		  PC ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 2,500

WOMEN IN NON TRADITIONAL EMPLOYMENT ROLES

29000 S WESTERN AVE SUITE 301
RANCHO PALOS VERDES,CA90275 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 2,500

WOMEN'S GUILD CEDARS SINAI MEDICAL CENTER

8700 BEVERLY BLVD 2416
WEST HOLLYWOOD,CA90048 		  PC CIVIC AND COMMUNITY - INVESTMENT TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES 3,000

WORKER EDUCATION & RESOURCE CENTER INC

1545 WILSHIRE BLVD SUITE 500
LOS ANGELES,CA90017 		  PC PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES 625,000

YALE UNIVERSITY

165 WHITNEY AVENUE
NEW HAVEN,CT06511 		  PC EDUCATION - TO ENDOW AND ESTABLISH THE BROAD CENTER AT THE YALE SCHOOL OF MANAGEMENT 16,000,000
Total .................................right arrow 3a 122,319,231
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 6,013  
4 Dividends and interest from securities ....     14 5,447,885  
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 ............ 		    18 115,725,169  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDEFERRED TAX BENEFIT 		    01 8,507,014  
bACCRUED INCOME         72,292
cSOFTWARE LIMITATION: REVERSE GILTI INVEST INCOME FLOWING THRU AS BOOK         -25,029
dSECTION 951A GILTI         25,029
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 129,686,081 72,292
13Total. Add line 12, columns (b), (d), and (e)..................
13
129,758,373
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11B INCOME ACCRUAL RELATED TO CHARITABLE EXPENSES
11C REVERSAL OF SOFTWARE LIMITATION, NOT A RELATED ACTIVITY
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2022
Name of the organization
THE ELI AND EDYTHE BROAD FOUNDATION
 
Employer identification number

95-4686318
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE ELI AND EDYTHE BROAD FOUNDATION
  		Employer identification number
95-4686318
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
ELI BROAD
 
300 SOUTH GRAND AVENUE SUITE 1800
 
LOS ANGELES, CA90071

$ 5,482,119


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THE BROAD CENTER
 
300 SOUTH GRAND AVENUE SUITE 1800
 
LOS ANGELES, CA90071

$ 515,771


(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE ELI AND EDYTHE BROAD FOUNDATION
  		Employer identification number

95-4686318
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE ELI AND EDYTHE BROAD FOUNDATION
  		Employer identification number

95-4686318
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX FEES 246,663 59,288   192,712

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

TY 2022 ExpenditureResponsibilityStmt
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
THE BROAD
  		300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		2021-05-03 7,600,000 ARTS - GENERAL SUPPORT 7,600,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 6/23/2022 FINAL    
THE BROAD
  		300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		2021-12-22 1,920,740 SUPPORTING MUSEUM OPERATIONS AND INCREASED COSTS DUE TO INFLATION 1,920,740 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 6/23/2022 FINAL    
THE BROAD ART FOUNDATION
  		300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		2021-12-01 28,000,000 ARTS - TO SUPPORT ART LENDING ACTIVITIES 28,000,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 10/3/2022 FINAL    
THE BROAD
  		300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		2022-05-18 6,000,000 ARTS - GENERAL SUPPORT PLEDGE 6,000,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 6/27/2023    
THE BROAD
  		300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		2022-12-23 2,525,303 ARTS - INVESTMENT TO INCREASE ACCESS TO THE VISUAL, PERFORMING, AND LITERARY ARTS 2,525,303 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 6/27/2023    
BREAKWATER STUDIOS LTD
  		4655 KINGSWELL AVE SUITE 201
LOS ANGELES,CA90027 		2022-09-26 300,000 CIVIC AND COMMUNITY - TO SUPPORT PUBLIC PRIVATE PARTNERSHIPS, CIVIC OR COMMUNITY-BASED CHARITABLE INITIATIVES. 39,985 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 9/14/2023    
THE BROAD
  		300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		2022-12-27 692,297 PATHWAYS - INVESTMENT TO CREATE PATHWAYS TO FAMILY WAGE-EARNING JOBS IN LOS ANGELES. 0 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 9/14/2023    
CHARTER SCHOOL GROWTH FUND
  		10901 W 120TH AVE SUITE 450
BROOMFIELD,CO80021 		2019-06-16 600,000 LOS ANGELES AND NATIONAL FUND SUPPORT 600,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 04/30/2020, 04/29/2022 FINAL    
THE BROAD ART FOUNDATION
  		300 SOUTH GRAND AVENUE SUITE 1800
LOS ANGELES,CA90071 		2022-03-31 28,000,000 TO SUPPORT ART LENDING ACTIVITIES 28,000,000 TO OUR KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 6/27/2023    

TY 2022 GeneralExplanationAttachment
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Identifier Return Reference Explanation
  FORM 990PF, PART VI-B, LINE 1A(3) STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIREDPART VI-B, LINE 1A(3)THERE ARE DISQUALIFIED PERSONS WHO FURNISH THE FOUNDATION WITH IN-KIND SERVICES AND USE OF FACILITIES IN ORDER TO GOVERN THE FOUNDATION'S CHARITABLE ACTIVITIES. THE SERVICES ARE PROVIDED FREE OF CHARGE. THESE ACTIVITIES ARE NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C).
  FORM 990-PF, PART VII, LINE 1 AND 3 MS. RILEY'S COMPENSATION IS PART OF THE FEES CHARGED BY FAMILY OFFICE FINANCIAL SERVICES, LLC (FOFS). THE PORTION OF FEES CHARGED BY FOFS ARE BASED ON AN ALLOCATION OF TIME THAT MS. RILEY DEVOTES TO THE ELI AND EDYTHE BROAD FOUNDATION SEPARATE FROM HER DUTIES AS A TRUSTEE. NO ADJUSTMENTS HAVE BEEN MADE TO THE AMOUNTS ON PART I LINE 13 OR PART VII, LINE 3.
  FORM 990-PF, PART VI-A, LINE 11 SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:ASHTON HOLDINGS300 SOUTH GRAND AVEANUE, SUITE 1800LOS ANGELES, CA 90071EMPLOYER IDENTIFICATION NUMBER:98-0579270DESCRIPTION OF TRANSFER:DISTRIBUTION FROM UNDERLYING PARTNERSHIPAMOUNT OF TRANSFER:225,241---------------------------------------------------------------------------------------------SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:RREF FOUNDATION INVESTORS, LP200 SOUTH BISCAYNE BLVD SUITE 3550MIAMI, FL 33131EMPLOYER IDENTIFICATION NUMBER:27-4027025DESCRIPTION OF TRANSFER:DISTRIBUTIONAMOUNT OF TRANSFER:718,008---------------------------------------------------------------------------------------------SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:SOF-VIII INVESTOR XIV5 OLD BROAD STREETLONDON, UK EC2N IDWEMPLOYER IDENTIFICATION NUMBER:98-0590326DESCRIPTION OF TRANSFER:DISTRIBUTION FROM UNDERLYING PARTNERSHIPAMOUNT OF TRANSFER:20,770

TY 2022 InvestmentsCorpStockSchedule
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Name of Stock End of Year Book Value End of Year Fair Market Value
AIRBNB 6,204,393 6,204,393
ROBLOX (RBLX) 1,090,900 1,090,900
SNOWFLAKE 2,416,352 2,416,352
PROCORE TECHNOLOGIES 1,078,912 1,078,912
LEGALZOOM 184,359 184,359
AMAZON 54,099,360 54,099,360
DATADOG 2,444,537 2,444,537
UBER 1,260,711 1,260,711
EQT CORP 7,015,496 7,015,496
SPRINKLR INC (CXM) 1,235,132 1,235,132

TY 2022 InvestmentsOtherSchedule2
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EQUITY SECURITIES FMV 310,126,923 310,126,923
INTERNATIONAL EQUITY FMV 133,465,114 133,465,114
MULTI STRATEGY FUNDS FMV 292,258,263 292,258,263
DISTRESSED PRIVATE EQUITY FMV 99,268,049 99,268,049
REAL ESTATE FUNDS AND OTHER HARD ASSETS FMV 73,304,887 73,304,887
DERIVATIVES FMV 1,393,717 1,393,717
INTERNATIONAL FIXED INCOME FMV 41,789,179 41,789,179
PRIVATE EQUITY PARTNERSHIPS FMV 488,365,051 488,365,051

TY 2022 LegalFeesSchedule
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 137,034 0   132,918


TY 2022 OtherAssetsSchedule
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 3,000,000 3,000,000 3,000,000
OTHER CURRENT ASSETS 3,489 25,479 25,479
INVESTMENT REDEMPTION RECEIVABLE 4,313,445 24,542,387 24,542,387
INTEREST RECEIVABLE 1,442 987,234 987,234
PAYROLL SUSPENSE 1,345 1,345 1,345


TY 2022 OtherDecreasesSchedule
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Description Amount
UNREALIZED LOSS ON INVESTMENTS 609,076,973


TY 2022 OtherExpensesSchedule
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 30,132 30,132   0
OFFICE AND ADMINISTRATIVE EXPENSE 140,194 0   138,291
MEETINGS & CONFERENCES 15,859 0   15,859
INSURANCE 49,658 0   49,657
PASS THROUGH OTHER INVESTMENT EXPENSES 0 8,448,143   0
DIRECT PROGRAM EXPENSE 15,739 0   11,939
MEDIA 11,028 0   11,027
BUSINESS GIFTS 1,651 0   1,651


TY 2022 OtherIncomeSchedule2
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME - PARTNERSHIP PASS THROUGH 0 3,422,720 0
SUBPART F INCOME 0 95,313 0
TAXABLE CONTRIBUTIONS 0 5,482,119 0
DEFERRED TAX BENEFIT 8,507,014   8,507,014
ACCRUED INCOME 72,292 0 0
SOFTWARE LIMITATION: REVERSE GILTI INVEST INCOME FLOWING THRU AS BOOK -25,029   -25,029
SECTION 951A GILTI 25,029 25,029 25,029


TY 2022 OtherLiabilitiesSchedule
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 16,177,791 7,670,777


TY 2022 OtherProfessionalFeesSchedule
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 4,052,339 2,448,656   0
PROFESSIONAL SERVICE FEES 1,675,179 0   1,675,179
PROGRAM SUPPORT 397,506 0   453,684
PUBLIC RELATIONS 160,000 0   160,000
TECHNOLOGY 6,055 0   4,500
GRANT RELATED PROFESSIONAL FEES 2,500 0   2,500
OTHER PROFESSIONAL FEES 28,964 0   27,904
RECRUITING 148,673 0   147,329


TY 2022 TaxesSchedule
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE AND DEFERRED TAX 175,000 0   0
STATE TAXES AND FILING FEES 388,416 0   1,000
FOREIGN TAXES 0 426,480   0


TY 2022 TransfersFrmControlledEntities
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Name US /
Foreign Address		 EIN Description Amount
ISP CO-INVEST LP (SERIES H) 394 PACIFIC AVENUE 2ND FL
SAN FRANCISCO,CA94111 		47-1594356 DISTRIBUTION 35,883
RREF FOUNDATION INVESTORS LP 200 SOUTH BISCAYNE BLVD SUITE 3550
MIAMI,FL33131 		27-4027025 DISTRIBUTION 0
SOF-VIII INVESTOR XIV 5 OLD BROAD STREET
LONDON   EC2N IDW
UK 		98-0590326 DISTRIBUTIONS FROM UNDERLYING PARTNERSHIP 0
Total     1,266,795

TY 2022 TransfersToControlledEntities
Name:
THE ELI AND EDYTHE BROAD FOUNDATION
EIN:
95-4686318
Name US /
Foreign Address		 EIN Description Amount
ISP CO-INVEST LP (SERIES H) 394 PACIFIC AVENUE 2ND FL
SAN FRANCISCO,CA94111 		47-1594356 CAPITAL CONTRIBUTION 35,883
Total     35,883