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CHARLES R BRONFMAN PRIZE FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CHARLES R BRONFMAN PRIZE FOUNDATION INC (EIN 04-3612920)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349104229
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T19:18:57-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER ARONSOHNPreparerPersonNm
PTINP02017240PTIN
Phone2135932300PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$632,438FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$33,581DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,358DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,059,979GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$316OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$172OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$33,897TotalRevAndExpnssAmt
Total Net Invst Incm$34,530TotalNetInvstIncmAmt
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$7,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,184AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,592AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,592AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$287,545OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$287,375OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$70TaxesRevAndExpnssAmt
Taxes Net Invst Incm$87TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$25,631TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$25,631TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$233,900OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$74OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$242,210OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$567,330TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,753TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$569,058TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$107,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$107,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$674,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,753TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$676,558TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$640,933ExcessRevenueOverExpensesAmt
Net Investment Income$27,777NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$210,674CashBOYAmt
Cash EOY$111,690CashEOYAmt
Cash EOYFMV$111,690CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,738SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$520,748SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$520,748SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$15,705CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$522,084CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$463,839OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,671OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,220,711TotalAssetsBOYAmt
Total Assets EOY$632,438TotalAssetsEOYAmt
Total Assets EOYFMV$632,438TotalAssetsEOYFMVAmt
Accounts Payable BOY$23,902AccountsPayableBOYAmt
Accounts Payable EOY$15,511AccountsPayableEOYAmt
Other Liabilities BOY$543OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,414OtherLiabilitiesEOYAmt
Total Liabilities BOY$24,445TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,925TotalLiabilitiesEOYAmt
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$1,196,266RetainedEarningBOYAmt
Retained Earning EOY$613,513RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,196,266TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$613,513TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,220,711TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$632,438TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,196,266TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$640,933ExcessRevenueOverExpensesAmt
Other Increases$58,180OtherIncreasesAmt
Subtotal$613,513SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$613,513TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2017-01-01AcquiredDt
Sold2017-12-31SoldDt
Gross Sales Price$1,059,979GrossSalesPriceAmt
Cost Or Other Basis$1,109,850CostOrOtherBasisAmt
Gain Or Loss-$49,871GainOrLossAmt
Gains Minus Excess Or Losses-$49,871GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$49,871CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$673,365AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,535,768NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.438455DistributionYr1Rt
Adjusted Qlfy Distri Yr2$729,913AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,217,980NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.329089DistributionYr2Rt
Adjusted Qlfy Distri Yr3$701,990AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,856,050NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.245791DistributionYr3Rt
Adjusted Qlfy Distri Yr4$648,914AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,477,585NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.186599DistributionYr4Rt
Adjusted Qlfy Distri Yr5$616,167AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,902,581NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.157887DistributionYr5Rt
Total Distribution1.357821TotalDistributionRt
Average Distribution0.271564AverageDistributionRt
Net Vl Noncharitable Assets$970,491NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$263,550AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$278NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$263,828AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$676,558QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$278InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$278SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$278TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,395EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,395TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,117OverpaymentAmt
Applied To ES Tax$2,117AppliedToESTaxAmt
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 Contributors0NewSubstantialContributorsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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
PRESIDENT AND CO-CHAIR1.00$0$0$0C/O ANDELL INC PO BOX 3337BEVERLY HILLSCA90212
JILL COLLIER INDYK
FOUNDATION MANAGER25.00$166,067$60,258$0C/O CHARLES BRONFMAN PRIZENEW YORKNY10022FOUNDATION 445 PARK AVENUE SUITE 16
JANET AVIAD
C/O ACBP 1 MARCUS STREETJERUSALEMISVICE 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
TREASURER1.00$0$0$0C/O ANDELL INC PO BOX 3337BEVERLY HILLSCA90212
RACHEL LEVIN
DIRECTOR1.00$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
ROUNDPEG LLC
8308 RIVERTON LANEALEXANDRIAVA22308ADVERTISING AND PROFESSIONAL SERVICES$90,195
HILTZIK STRATEGIES LLC
381 PARK AVE S 1201NEW YORKNY10016PUBLIC RELATIONS SERVICES$55,681
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$749,894AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$235,376AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$985,270TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$985,270AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,779CashDeemedCharitableAmt
Net Vl Noncharitable Assets$970,491NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,525MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,525MinimumInvestmentReturnAmt
Tax Based On Investment Income$278TaxBasedOnInvestmentIncomeAmt
Total Tax$278TotalTaxAmt
Distributable Before Adj$48,247DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,247DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,247DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$676,558ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$676,558QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$278PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$676,280AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,247DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$426,454ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$478,371ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$562,969ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$620,898ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$597,247ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,685,939TotalExcessDistributionCyovAmt
Qualifying Distributions$676,558QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,247AppliedToCurrentYearAmt
Remaining Distri From Corpus$628,311RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,314,250TotalCorpusAmt
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$426,454ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,887,796ExcessDistriCyovToNextYrAmt
Excess From Year4$478,371ExcessFromYear4Amt
Excess From Year3$562,969ExcessFromYear3Amt
Excess From Year2$620,898ExcessFromYear2Amt
Excess From Year1$597,247ExcessFromYear1Amt
Excess From Current Year$628,311ExcessFromCurrentYearAmt

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 12 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 BETTER THE WORLD IN A MEANINGFUL WAY, 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 12TH. 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
DAVID LUBELL
141 RIDLEY LANEDECATURGA30030N/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 2017 CHARLES BRONFMAN PRIZE OF $100,000 FOR HUMANITARIAN ACHIEVEMENT WAS AWARDED TO DAVID LUBELL FOR INSPIRING GLOBAL COMMUNITY, BUILDING AND PROVIDING OPPORTUNITIES FOR IMMIGRANTS TO SUCCESSFULLY INTEGRATE ECONOMICALLY, SOCIALLY AND CIVICALLY. THE WINNER WAS SELECTED FROM NUMEROUS NOMINATIONS BY A PANEL OF RENOWNED JUDGES. THE AWARDS CEREMONY WAS HELD ON APRIL 30, 2018 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$33,581ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUNDED BANK FEESDesc
Exclusion01ExclusionCd
Exclusion$316ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$33,897ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,897TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,184Amt
Net Investment Income$6,592NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,592DisbursementsCharitablePrpsAmt

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:166,067 SALARY AND WAGES PAID166,067 TOTAL COMPENSATION PAID 13,911 SALARY AND WAGES ACCRUED BUT UNPAID8,352 EMPLOYEE WELFARE BENEFITS PAID723 EMPLOYEE WELFARE BENEFITS ACCRUED BUT UNPAID36,775 RETIREMENT BENEFITS PAID497 RETIREMENT BENEFITS ACCRUED BUT UNPAID60,258 TOTAL BENEFIT PLANS / DEFERRED COMPENSATION$248 OF THE $36,775 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$7,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,000DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST RECEIVABLEDesc
BOY Book Value$2,671BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING/PROMOTION$81,388$0$85,685
COMPUTER EXPENSES$1,254$0$1,254
INSURANCE$5,188$0$5,188
POSTAGE/FREIGHT$1,316$0$1,363
SUPPLIES$517$0$517
TELEPHONE$21$0$21
AWARD EXPENSES$111,489$0$115,705
WEBSITE$12,506$0$12,506
NEW WEBSITE$14,423$0$14,423
FEES AND LICENSES$460$0$210
MERRILL LYNCH INVESTMENT EXPENSES$0$74$0
ALBUM PRODUCTION FEES$129$0$129
PRINTING AND STATIONERY$5,110$0$5,110
DUES AND SUBSCRIPTIONS$99$0$99

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREFUNDED BANK FEESDesc
Revenue And Expenses Per Books$316RevenueAndExpensesPerBooksAmt
Adjusted Net Income$316AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$58,180Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINTERCOMPANY PAYABLEDesc
BOY Book Value$543BOYBookValueAmt
EOY Book Value$3,414EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$287,545Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$287,375DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHOLDING$70$87$0
NYS DEPARTMENT OF LAW$0$0$250

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