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Nonprofit · EIN 59-0998866

SHEPARD BROAD FOUNDATION INC

Tax-exempt · WILMINGTON, DE 19809

Financials

$1.2M$1.4M2023$1.5M$1.3M2024$3.3M$1.5M2025
Revenue Expenses · by fiscal year end
Financials of SHEPARD BROAD FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,343,421$1,530,459$1,812,962$25,764,103$0$25,764,103
December 31, 2024990-PF$1,478,457$1,342,227$136,230$23,951,141$0$23,951,141
December 31, 2023990-PF$1,242,889$1,353,613-$110,724$23,814,911$0$23,814,911
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$1,074,133
Interest
$5,212
Net gain from sales of assets
$2,264,076

Expenses

Grants and similar amounts paid
$1,138,560
Compensation of officers, directors and key employees
$5,000
Disbursements for charitable purposes
$1,362,905
Excise tax on investment income
$44,744

Balance sheet and other

Total assets, start of year
$23,951,141
Total assets, end of year
$25,764,103
Total liabilities, end of year
$0
Net assets, end of year
$25,764,103
Fair market value of assets
$37,025,131
Qualifying distributions
$1,362,905
Net investment income
$3,343,421

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Karen Berman
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Treas1$2,500
Daniel J Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec1$2,500
Ann B Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Chairperson1$0
Deborah Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres10$0
John M Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Karen Berman
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Treas1$2,500
Daniel J Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec1$2,500
Ann B Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Chairperson1$0
Deborah Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres10$0
John M Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Karen Berman
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Treas1$2,500
Daniel J Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec1$2,500
Ann B Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Chairperson1$0
Deborah Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres10$0
John M Bussel
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0

Address and contacts

Address (IRS master file)
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Deborah Bussel, President
Phone
(800) 839-1754
Return prepared by
Foundation Source

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
59-0998866
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1957
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$25,764,103
Income (IRS master file)
$5,893,102

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,343,421$1,530,459$25,764,103IRS
990-PFDecember 2024$1,478,457$1,342,227$23,951,141IRS
990-PFDecember 2023$1,242,889$1,353,613$23,814,911XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-0998866).

Questions about SHEPARD BROAD FOUNDATION INC

What is the EIN of SHEPARD BROAD FOUNDATION INC?
The employer identification number (EIN) of SHEPARD BROAD FOUNDATION INC is 59-0998866.
Is SHEPARD BROAD FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to SHEPARD BROAD FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHEPARD BROAD FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SHEPARD BROAD FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHEPARD BROAD FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SHEPARD BROAD FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 2 received compensation from the organization, the highest $2,500 (Karen Berman, Dir, Treas).
How much revenue does SHEPARD BROAD FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,343,421, expenses of $1,530,459 and total assets of $25,764,103 at year end.

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