The Shepard Broad Foundation Inc
The Shepard Broad Foundation Inc is a private family foundation incorporated in Florida in 1956 and currently based in Wilmington, Delaware. The foundation operates as a 501(c)(3) charitable organization with a focus on philanthropic giving across multiple sectors and geographic regions.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$24.0M
+0.6% YoY
Annual Giving
$1.0M
-2.2% YoY
Grant Count
102
+9.7% YoY
Avg Grant Size
$10K
-10.9% YoY
Under IRS private-foundation payout rules, The Shepard Broad Foundation Inc reported a distributable amount of $1.6M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding interests include:
- Education (elementary, secondary, and higher education)
- Health (in-patient medical care and hospital care)
- Religion (specifically Judaism)
- Human Services (family services and child welfare)
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation supports projects across numerous U.S. cities and states, with particular emphasis on:
- Florida
- California
- North Carolina
- New York
- Los Angeles
- Miami
Additional states served include: Connecticut, Delaware, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, Ohio, Pennsylvania, Tennessee, Texas, and Wisconsin.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount |
|---|---|
| Total Assets | $23.8–$23.9 million |
| Total Annual Giving | $1,007,150 |
| Annual Revenue | ~$1.24 million |
| Annual Expenses | ~$1.35 million |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $23,951,141 | $23,814,911 | $23,925,635 |
| Revenue | $1,478,457 | $1,242,889 | $1,513,960 |
| Expenses | $1,342,227 | $1,353,613 | $1,431,921 |
| Qualifying Distributions | $1,199,298 | $1,235,274 | $1,296,228 |
| Net Investment Income | $1,358,364 | $1,138,468 | $1,406,267 |
| Distributable Amount | $1,607,049 | $1,421,311 | $1,416,067 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Branches LLC ($50,000), Jwh Com Svcs So FL lnc ($50,000), Don Adv Char Giv ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Amer Frds of the Heb U NEW YORK, NY | Scholarships | $6,000 |
| Amer Jwh Com NEW YORK, NY | General & Unrestricted | $22,250 |
| A E Kelly Ed Fdn DURHAM, NC | Scholarships | $3,600 |
| Arts Bal tht of FL Inc AVENTURA, FL | Educational outreach program | $2,500 |
| Barry U MIAMI SHORES, FL | IIS | $15,000 |
| Barry U MIAMI SHORES, FL | Opportunity Scholarship Fund | $20,000 |
| Benning Acad Mus Fdn SHERMAN OAKS, CA | General & Unrestricted | $5,000 |
| Branches LLC MIAMI, FL | ID Program | $50,000 |
| Brigid All Inc NEW YORK, NY | General & Unrestricted | $20,000 |
| Brd Bay Har K-1 Ctr PTA BAY HARBOR ISLANDS, FL | Teacher of the Year award for 2024-25 Other | $1,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Key personnel include:
- Deborah Bussel – Director and President
- Ann B Bussel – Director and Chairperson
- Daniel J Bussel – Director and Secretary
- John M Bussel – Director and Vice President
- Karen Berman – Director and Treasurer
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Karen Berman | Dir, Treas | 1 | $2,500 |
| Ann B Bussel | Dir, Chairperson | 1 | — |
| Daniel J Bussel | Dir, Sec | 1 | $2,500 |
| Deborah Bussel | Dir, Pres | 10 | — |
| John M Bussel | Dir, VP | 1 | — |
Contact Information
Address: 501 Silverside Road, Wilmington, DE 19809-1377
Telephone: 800-839-1754
EIN: 59-0998866
Tax-Exempt Status: Since July 1957
Frequently Asked Questions
What does The Shepard Broad Foundation Inc fund?
The foundation's primary funding interests include: • **Education** (elementary, secondary, and higher education) • **Health** (in-patient medical care and hospital care) • **Religion** (specifically Judaism) • **Human Services** (family services and child welfare) • **Philanthropy, Voluntarism & Grantmaking**
How do I apply for a grant from The Shepard Broad Foundation Inc?
**Grant Amounts:** Typical awards range from $500 to $75,000. **Annual Giving:** The foundation distributed $1,007,150 in total giving based on recent IRS Form 990 filings. **Assets:** The foundation maintains assets of approximately $23.8 to $23.9 million. **Annual Expenses:** Approximately $1.35 million.
Where does The Shepard Broad Foundation Inc make grants?
The foundation supports projects across numerous U.S. cities and states, with particular emphasis on: • Florida • California • North Carolina • New York • Los Angeles • Miami Additional states served include: Connecticut, Delaware, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, Ohio, Pennsylvania, Tennessee, Texas, and Wisconsin.
What size grants does The Shepard Broad Foundation Inc award?
In 2024, The Shepard Broad Foundation Inc awarded 102 grants totaling $1.0M — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Shepard Broad Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Shepard Broad Foundation Inc reported a distributable amount of $1.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Shepard Broad Foundation Inc's EIN?
The Shepard Broad Foundation Inc's EIN (Employer Identification Number) is 59-0998866. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Shepard Broad Foundation Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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