BETA

CHARLES R BRONFMAN PRIZE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CHARLES R BRONFMAN PRIZE FOUNDATION INC (EIN 04-3612920)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201941309349102544
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T20:15:19-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 SOUTH HOPE STREET SUITE 1000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043612920EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARLES R BRONFMAN PRIZE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone2129310112PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1445 PARK AVENUE NO 16AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIKA HINDLEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2129310112PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER ARONSOHNPreparerPersonNm
PTINP02017240PTIN
Phone2135932300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.76.234IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm16:41:42IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0E4C15207DC127BDB52450F77D4060F40C3F1AE4AtSubmissionCreationDeviceId
At Submission Filing Device IdBB12664BE1E3D4BC08488640412F20C0F7A39D48AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$354,211FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$18,501DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,948DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$545,001GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$518,501TotalRevAndExpnssAmt
Total Net Invst Incm$17,948TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,801LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$18LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,456AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,728AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,706AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$418,212OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$418,427OtherProfFeesDsbrsChrtblAmt
Taxes Dsbrs Chrtbl$100TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$16,330TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$16,330TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$234,628OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,533OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$232,581OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$689,427TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,261TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$673,162TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$107,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$107,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$796,927TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,261TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$780,662TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$278,426ExcessRevenueOverExpensesAmt
Net Investment Income$8,687NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$111,690CashBOYAmt
Cash EOY$139,045CashEOYAmt
Cash EOYFMV$139,045CashEOYFMVAmt
Sav And Temp Cash Invst BOY$520,748SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$215,166SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$215,166SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$632,438TotalAssetsBOYAmt
Total Assets EOY$354,211TotalAssetsEOYAmt
Total Assets EOYFMV$354,211TotalAssetsEOYFMVAmt
Accounts Payable BOY$15,511AccountsPayableBOYAmt
Accounts Payable EOY$15,965AccountsPayableEOYAmt
Other Liabilities BOY$3,414OtherLiabilitiesBOYAmt
Other Liabilities EOY$8,573OtherLiabilitiesEOYAmt
Total Liabilities BOY$18,925TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,538TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$613,513RetainedEarningBOYAmt
Retained Earning EOY$329,673RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$613,513TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$329,673TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$632,438TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$354,211TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$613,513TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$278,426ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$335,087SubtotalAmt
Other Decreases$5,414OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$329,673TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2018-02-222018-12-31$545,000$548,558-$3,558-$3,558
CAPITAL GAIN DISTRIBUTIONP2018-01-012018-12-31$1$1$1
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,557CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$676,280AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$970,491NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.696843DistributionYr1Rt
Adjusted Qlfy Distri Yr2$673,365AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,535,768NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.438455DistributionYr2Rt
Adjusted Qlfy Distri Yr3$729,913AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,217,980NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.329089DistributionYr3Rt
Adjusted Qlfy Distri Yr4$701,990AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,856,050NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.245791DistributionYr4Rt
Adjusted Qlfy Distri Yr5$648,914AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,477,585NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.186599DistributionYr5Rt
Total Distribution1.896777TotalDistributionRt
Average Distribution0.379355AverageDistributionRt
Net Vl Noncharitable Assets$693,451NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$263,064AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$87NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$263,151AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$780,662QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$87InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$87SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,117EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,117TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,030OverpaymentAmt
Applied To ES Tax$2,030AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.THECHARLESBRONFMANPRIZE.ORGWebsiteAddressTxt
Individual With BooksANDELL INCIndividualWithBooksNm
Phone4242744800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1245 NORTH BEVERLY DRIVE SUITE 300AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdAddress Line2USAddress/AddressLine2Txt
STEPHEN BRONFMAN
C/O CLARIDGE INC 1170 PEEL STREETSUITE 800MONTREALQCCAH3B FB2DIRECTOR AND CO-CHAIR1.00$0$0$0
ELLEN BRONFMAN HAUPTMAN
DIRECTOR,PRESIDENT AND CO-CHAIR1.00$0$0$0C/O ANDELL INC PO BOX 3337BEVERLY HILLSCA90212
JILL COLLIER INDYK
FOUNDATION MANAGER25.00$165,932$63,726$0C/O CHARLES BRONFMAN PRIZENEW YORKNY10022FOUNDATION 445 PARK AVENUE SUITE 16
JANET AVIAD
C/O ACBP 1 MARCUS STREETJERUSALEMISDIRECTOR AND VICE PRESIDENT1.00$0$0$0
ANDREW G HAUPTMAN
DIRECTOR1.00$0$0$0C/O ANDELL INC PO BOX 3337BEVERLY HILLSCA90212
CLAUDINE BLONDIN BRONFMAN
C/O CLARIDGE INC 1170 PEEL STREETSUITE 800MONTREALQCCAH3B FB2DIRECTOR1.00$0$0$0
JEFFREY R SOLOMON
HONORARY DIRECTOR1.00$0$0$0C/O ANDELL INC PO BOX 3337BEVERLY HILLSCA90212
ERIKA HINDLE
DIRECTOR AND TREASURER1.00$0$0$0C/O ANDELL INC PO BOX 3337BEVERLY HILLSCA90212
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MARC FRIEDLAND COLLECTION INC
4988 VENICE BLVDLOS ANGELESCA90019PUBLIC RELATION SERVICES$127,782
MARTIN IROM
12 W 72ND ST 16NEW YORKNY10023ADVERTISING AND PROFESSIONAL SERVICES$66,135
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$464,302AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$239,709AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$704,011TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$704,011AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,560CashDeemedCharitableAmt
Net Vl Noncharitable Assets$693,451NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,673MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,673MinimumInvestmentReturnAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Total Tax$87TotalTaxAmt
Distributable Before Adj$34,586DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34,586DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34,586DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$780,662ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$780,662QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$87PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$780,575AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,586DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$478,371ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$562,969ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$620,898ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$597,247ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$628,311ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,887,796TotalExcessDistributionCyovAmt
Qualifying Distributions$780,662QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,586AppliedToCurrentYearAmt
Remaining Distri From Corpus$746,076RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,633,872TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$478,371ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,155,501ExcessDistriCyovToNextYrAmt
Excess From Year4$562,969ExcessFromYear4Amt
Excess From Year3$620,898ExcessFromYear3Amt
Excess From Year2$597,247ExcessFromYear2Amt
Excess From Year1$628,311ExcessFromYear1Amt
Excess From Current Year$746,076ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE CHARLES BRONFMAN PRIZERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1445 PARK AVENUE SUITE 16AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129310127RecipientPhoneNum
Form And Info And MaterialsSEE WEBSITE FOR ELIGIBILITY AND NOMINATION FORM.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOMINATIONS ARE ACCEPTED BETWEEN NOVEMBER 1 AND JANUARY 15 OF EACH YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsWE ARE LOOKING FOR TODAY'S JEWISH HEROES: NEXT-GENERATION LEADERS WHO HAVE A VISION FOR CHANGE THAT WILL SIGNIFICANTLY BETTER THE WORLD, AND WHO HAVE CREATED A MECHANISM FOR ACTING ON THAT VISION IN WAYS THAT DELIVER MEASURABLE RESULTS. WE EVALUATE THAT AGAINST THE FOLLOWING CRITERIA: INDIVIDUALS OR TEAMS, NOT ORGANIZATIONS. SPECIFICALLY, WE ARE INTERESTED IN THE INDIVIDUALS WHO CREATED THE VISION ON WHICH THE ORGANIZATION/ENDEAVOR IS FOUNDED. NOMINEES WHO HAVE NOT REACHED THEIR 50TH BIRTHDAY BY THE CLOSE OF THE NOMINATION PERIOD ON JANUARY 15TH. THERE ARE NO EXCEPTIONS TO THIS DATE. NEXT GENERATION LEADERS WHO HAVE A VISION FOR CHANGE THAT WILL BETTER THE WORLD IN A MEANINGFUL WAY. NOMINEES WHO HAVE CREATED A MECHANISM FOR ACTING ON THEIR VISION IN WAYS THAT DELIVER MEASURABLE RESULTS, EXHIBIT INNOVATION, LEADERSHIP, AND IMPACT IN THEIR CHOSEN FIELD. NOMINEES WHOSE JEWISH VALUES AND UNIVERSAL REGARD FOR HUMANITY INSPIRE AND SERVE AS A MODEL FOR FUTURE GENERATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF SHEBA MEDICAL CENTER
250 W 57TH ST STE 711NEW YORKNY10107N/APCGENERAL SUPPORT$2,500
THE DEFIANT REQUIEM FOUNDATION
1001 PENNSYLVANIA AVE NWWASHINGTONDC20004N/APCGENERAL SUPPORT$2,500
US FRIENDS OF BEZALEL ACADEMY OF ARTS
370 LEXINGTON AVENUE 1612NEW YORKNY10017N/APCGENERAL SUPPORT$2,500
AMY BACH
2 BRUNSWICK STREETROCHESTERNY14607N/AN/ATHE CHARLES BRONFMAN PRIZE CELEBRATES THE VISION AND ENDEAVOR OF AN INDIVIDUAL OR TEAM UNDER THE AGE OF FIFTY WHOSE HUMANITARIAN WORK, COMBINED WITH THEIR JEWISH VALUES, HAS SIGNIFICANTLY IMPROVED THE WORLD. THE GOAL OF THE PRIZE IS TO RECOGNIZE DYNAMIC LEADERS WHOSE INNOVATION AND IMPACT SERVE AS INSPIRATION FOR THE NEXT GENERATIONS. THE 2018 CHARLES BRONFMAN PRIZE OF $100,000 FOR HUMANITARIAN ACHIEVEMENT WAS AWARDED TO AMY BACH FOR GROUNDBREAKING WORK TO ADDRESS INJUSTICES EXPERIENCED IN THE CRIMINAL JUSTICE SYSTEM. THE WINNER WAS SELECTED FROM NUMEROUS NOMINATIONS BY A PANEL OF RENOWNED JUDGES. THE AWARDS CEREMONY WAS HELD ON APRIL 29, 2019 AT THE NEW YORK HISTORICAL SOCIETY. THE CEREMONY WAS ATTENDED BY DISTINGUISHED GUESTS, INCLUDING MEMBERS OF THE PRESS AND OTHER PROMINENT LEADERS.$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$107,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,501ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,501ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,501TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
THE KAREV FOUNDATION INC
1249 ROYAL PALM WAY NO 301PALM BEACHFL33480$250,000Yes (X)
ELLEN JANE BRONFMAN HAUPTMAN TRUST CO MR LEONARD M NELSON TRUSTEE
2PO BOX 9729PORTLANDME04104$250,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$15,456Amt
Net Investment Income$7,728NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,706DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VIII, LINE 1FormAndLineReferenceDesc
Medium ExplanationDURING THE TAX YEAR, THE FOUNDATION PAID AMOUNTS TO A MANAGEMENT SERVICES COMPANY FOR SERVICES PROVIDED BY THE FOUNDATION'S MANAGER, JILL COLLIER INDYK. THE AMOUNTS PAID FOR THOSE SERVICES ARE REPORTED ON PART VIII, LINE 1. A SUMMARY OF THE AMOUNTS REPORTED ON PART VIII, LINE 1 FOLLOWS:165,932 SALARY AND WAGES PAID165,932 TOTAL COMPENSATION PAID 13,800 SALARY AND WAGES ACCRUED BUT UNPAID8,700 EMPLOYEE WELFARE BENEFITS PAID752 EMPLOYEE WELFARE BENEFITS ACCRUED BUT UNPAID40,225 RETIREMENT BENEFITS PAID249 RETIREMENT BENEFITS ACCRUED BUT UNPAID63,276 TOTAL BENEFIT PLANS / DEFERRED COMPENSATION$497 OF THE $40,225 RETIREMENT BENEFITS PAID PERTAIN TO BENEFITS ACCRUED IN PRIOR YEARS.MediumExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,801LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$18DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSSES$1,856
CAPITAL LOSSES$3,558

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING/PROMOTION$57,795$0$57,795
COMPUTER EXPENSES$2,359$0$2,255
INSURANCE$5,377$0$5,377
POSTAGE/FREIGHT$4,589$0$4,455
SUPPLIES$401$0$401
TELEPHONE$280$0$280
AWARD EXPENSES$142,103$0$141,927
WEBSITE$15,460$0$15,460
NEW WEBSITE$4,425$0$4,425
FEES AND LICENSES$220$0$120
BANK AND CUSTODIAN$1,593$1,533$60
PRINTING AND STATIONARY$26$0$26

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINTERCOMPANY PAYABLEDesc
BOY Book Value$3,414BOYBookValueAmt
EOY Book Value$8,573EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$418,212Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$418,427DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
THE KAREV FOUNDATION INC
249 ROYAL PALM WAY NO 301PALM BEACHFL33480
ELLEN JANE BRONFMAN HAUPTMAN TRUST
PO BOX 9729PORTLANDME04104

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.