BRONFMAN HAUPTMAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRONFMAN HAUPTMAN FOUNDATION (EIN 20-5618432)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349104661
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T19:18:29-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205618432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAUPTMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAUP | BusinessNameControlTxt |
| Phone | 4242744800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3337 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA HINDLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4242744800 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER ARONSOHN | PreparerPersonNm |
| PTIN | P02017240 | PTIN |
| Phone | 2135932300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $368,397 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,950,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,146 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,951,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,090 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $511 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,756 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,067 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $303 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,581 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $124,262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,838,394 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,838,394 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,985,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,962,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,034,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,379,887 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $368,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $368,397 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,379,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $368,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $368,397 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $216 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $32 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,591 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $32 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,807 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,379,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $345,590 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,379,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $345,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,379,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $368,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,379,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,034,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $345,590 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $345,590 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,502,488 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,336,010 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.873106 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,418,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,533,907 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.924608 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,397,862 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $942,723 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.482792 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,117,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $377,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.958339 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,755,518 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $295,589 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 5.939051 | DistributionYr5Rt |
| Total Distribution | 13.177896 | TotalDistributionRt |
| Average Distribution | 2.635579 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $876,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,310,915 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,310,916 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,962,656 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $853 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $853 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $852 | OverpaymentAmt |
| Applied To ES Tax | $852 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDELL INC | IndividualWithBooksNm |
| Phone | 4242744800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 NORTH BEVERLY DRIVE SUITE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW HAUPTMAN | ||||||||
| C/O ANDELL INC PO BOX 3337 | BEVERLY HILLS | CA | 90212 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANA ROSENKRANTZ | ||||||||
| C/O ANDELL INC PO BOX 3337 | BEVERLY HILLS | CA | 90212 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIKA HINDLE | ||||||||
| C/O ANDELL INC PO BOX 3337 | BEVERLY HILLS | CA | 90212 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| FUNDAMENTAL PHILANTHROPY INC | ||||||
| 400 S BEVERLY DR | BEVERLY HILLS | CA | 90212 | CONSULTING | $112,800 | |
| GONRING SPAHN & ASSOCIATES INC | ||||||
| 100 UNIVERSAL CITY PLAZA BUILDING | UNIVERSAL CITY | CA | 91608 | CONSULTING | $19,500 | 5121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $890,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $890,168 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $890,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $876,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $43,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,840 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,962,656 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,962,656 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,962,655 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,740,739 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,099,006 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,350,726 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,341,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,435,688 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,967,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,962,656 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,918,816 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,886,543 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,740,739 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,145,804 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,099,006 | ExcessFromYear4Amt |
| Excess From Year3 | $1,350,726 | ExcessFromYear3Amt |
| Excess From Year2 | $1,341,568 | ExcessFromYear2Amt |
| Excess From Year1 | $2,435,688 | ExcessFromYear1Amt |
| Excess From Current Year | $2,918,816 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW HAUPTMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A JOYFUL HEART FOUNDATION | ||||||
| 32 WEST 22ND STREET 4TH FLOOR | NEW YORK | NY | 10010 | PC | GENERAL SUPPORT | $2,500 |
| AFTER SCHOOL MATTERS INC | ||||||
| 72 E RANDOLPH | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $10,000 |
| ALLIANCE COLLEGE - READY PUBLIC SCHOOLS | ||||||
| 601 S FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 122 E 42ND ST RM 4507 | NEW YORK | NY | 10168 | PC | GENERAL SUPPORT | $1,000 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $5,000 |
| BABY2BABY | ||||||
| 6435 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $3,000 |
| BREAST CANCER RESEARCH FOUNDATION INC | ||||||
| 5 HANOVER SQUARE STE 2103 | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $5,000 |
| CEDARS-SINAI | ||||||
| 8700 BEVERLY BLVD STE 2416 | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $7,500 |
| CITY YEAR CHICAGO | ||||||
| 36 S WABASH STE 1300 | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $25,000 |
| CITY YEAR INC | ||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | GENERAL SUPPORT | $503,934 |
| COMMON SENSE MEDIA | ||||||
| 650 TOWNSEND STE 435 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $5,000 |
| CONSERVATION INTERNATIONAL FOUNDATION | ||||||
| 2011 CRYSTAL DRIVE STE 500 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $25,000 |
| CROSSROADS SCHOOL FOR ARTS & SCIENCES | ||||||
| 1714 21ST STREET | SANTA MONICA | CA | 90404 | PC | GENERAL SUPPORT | $250,000 |
| DIA ART FOUNDATION | ||||||
| 535 WEST 22ND STREET 4TH FLOOR | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $2,500 |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | ||||||
| PO BOX 418649 | BOSTON | MA | 02241 | PC | GENERAL SUPPORT | $2,500 |
| FASHION INDUSTRIES GUILD OF CEDARS-SINAI | ||||||
| 8700 BEVERLY BLVD STE 2416 | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $2,500 |
| GLSEN INC | ||||||
| 247 CENTRE ST 7TH FL | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $5,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| TEELE HALL 437 SOLDIERS FIELD | BOSTON | MA | 02163 | PC | GENERAL SUPPORT | $20,000 |
| IKAR | ||||||
| 4311 WILSHIRE BLVD 618 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $18,720 |
| INDEPEDENT SCHOOL ALLIANCE | ||||||
| 5670 WILSHIRE BLVD SUITE 830 | LOS ANGELES | CA | 90036 | PC | GENERAL SUPPORT | $5,000 |
| INTERNATIONAL MEDICAL CORPS | ||||||
| 9701 WILSHIRE BLVD SUITE 1000 | BEVERLY HILLS | CA | 90212 | PC | GENERAL SUPPORT | $25,000 |
| ISRAEL CANCER RESEARCH FUND INC | ||||||
| 15840 VENTURA BLVD SUITE 306 | ENCINO | CA | 91436 | PC | GENERAL SUPPORT | $4,000 |
| ISRAEL POLICY FORUM INC | ||||||
| 355 LEXINGTON AVE 14TH FL | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $50,000 |
| LA FAMILY HOUSING CORPORATION | ||||||
| 5777 W CENTURY BLVD STE 880 | LOS ANGELES | CA | 90045 | PC | GENERAL SUPPORT | $5,000 |
| LITERACY PARTNERS INC | ||||||
| 75 MAIDEN LANE SUITE 1102 | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $10,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $10,000 |
| POSSE FOUNDATION | ||||||
| 14 WALL ST 7TH FL | NEW YORK | NY | 10005 | PC | GENERAL SUPPORT | $5,000 |
| SALVADORI CTR FOR THE BUILT ENVIRONMENT | ||||||
| 475 RIVERSIDE DR STE 1370 | NEW YORK | NY | 10115 | PC | GENERAL SUPPORT | $3,000 |
| SINAI TEMPLE | ||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | GENERAL SUPPORT | $7,200 |
| ENTERTAINMENT INDUSTRY FOUNDATION | ||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | PC | GENERAL SUPPORT | $5,000 |
| THE ASPEN INSTITUTE | ||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $5,000 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | GENERAL SUPPORT | $500,000 |
| THE CARBON UNDERGROUND | ||||||
| 8800 VENICE BLVD | LOS ANGELES | CA | 90034 | PC | GENERAL SUPPORT | $1,000 |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | ||||||
| 6505 WILSHIRE BLVD STE 1000/LP | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $12,500 |
| THE WILLOWS COMMUNITY SCHOOL | ||||||
| 8509 HIGUERA STREET | CULVER CITY | CA | 90232 | PC | GENERAL SUPPORT | $180 |
| THE WILLOWS COMMUNITY SCHOOL | ||||||
| 8509 HIGUERA STREET | CULVER CITY | CA | 90232 | PC | GENERAL SUPPORT | $125,000 |
| TOWER CANCER RESEARCH FOUNDATION | ||||||
| 8767 WILSHIRE BLVD STE 401 | BEVERLY HILLS | CA | 90211 | PC | GENERAL SUPPORT | $360 |
| TREEPEOPLE INC | ||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | PC | GENERAL SUPPORT | $10,000 |
| UNITED STATES FUND FOR UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $1,000 |
| URBAN JUSTICE CENTER | ||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $18,000 |
| USC MATH FOR AMERICA LOS ANGELES | ||||||
| 1150 S OLIVE STREET STE 2100 | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $2,500 |
| VIOLENCE INTERVENTION PROGRAM | ||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | PC | GENERAL SUPPORT | $1,000 |
| WATTS LEARNING CENTER FOUNDATION INC | ||||||
| 310 W 95TH ST | LOS ANGELES | CA | 90003 | PC | GENERAL SUPPORT | $1,000 |
| YALE UNIVERSITY | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | GENERAL SUPPORT | $1,000,000 |
| YALE UNIVERSITY GRANTS | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | GENERAL SUPPORT | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,838,394 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED BANK FEES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,146 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,197 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,197 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE CHARLES BRONFMAN TRUST | ||||||
| 1 | C/O LEONARD M NELSON PO BOX 9729 | PORTLAND | ME | 04104 | $1,000,000 | Yes (X) |
| THE CHARLES BRONFMAN TRUST II | ||||||
| 2 | C/O LEONARD M NELSON PO BOX 9729 | PORTLAND | ME | 04104 | $950,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $10,756 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,067 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE LIST OF RECIPIENTS IN PART XV OF FORM 990-PF | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3337 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH WAS DISTRIBUTED TO THE RECIPIENTS LISTED IN PART XV OF FORM 990-PF. | ShortExplanationTxt |
| Dissolution | $0 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING THE TAX YEAR ENDED DECEMBER 31, 2017, TAXPAYER DISTRIBUTED MORE THAN 25% OF THE FAIR MARKET VALUE OF ITS ASSETS AS OF JANUARY 1, 2017. (THIS IS DESCRIBED AS A "SUBSTANTIAL CONTRACTION" IN THE INSTRUCTIONS TO FORM 990-PF.) THIS WAS NOT AS PART OF A LIQUIDATION PLAN. TAXPAYER SIMPLY GAVE A SIGNIFICANT PORTION OF ITS CORPUS (AS CASH) TO VARIOUS PUBLIC CHARITIES IN THE ORDINARY COURSE OF ITS GRANT-MAKING. THE LIST OF THE RECIPIENTS OF THIS CASH IS PROVIDED IN PART XV OF THIS FORM 990-PF. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,090 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $511 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE/FREIGHT | $38 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $2,581 | $0 | $2,581 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED BANK FEES | Desc |
| Revenue And Expenses Per Books | $1,146 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,146 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLE - ST | Desc |
| BOY Book Value | $32 | BOYBookValueAmt |
| EOY Book Value | $22,591 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FUNDAMENTAL PHILANTHROPY, INC | $112,800 | $0 | $112,800 |
| GONRING, SPAHN & ASSOCIATES INC | $19,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES & LICENSES | CategoryTxt |
| Amt | $303 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $303 | DisbursementsCharitablePrpsAmt |
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