BETA

CHARLES R BRONFMAN PRIZE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CHARLES R BRONFMAN PRIZE FOUNDATION INC (EIN 04-3612920)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-25
IRS object ID
201701159349100310
Schema version
2016v3.0
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)
Return2017-04-25T12:09:43-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKURT L BRUNEPreparerPersonNm
PTINP00131652PTIN
Phone2135932300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.76.234IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-04-25IPDt
IP Tm11:51:10IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id18C1EC7FD495737847397B687995E14B42FE0EBEAtSubmissionCreationDeviceId
At Submission Filing Device Id86260389B057F8D615150000A20505A27E0C69C4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,220,711FMVAssetsEOYAmt
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$47,391DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,379DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,545NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$693,426GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Net Invst Incm$109OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$48,936TotalRevAndExpnssAmt
Total Net Invst Incm$46,488TotalNetInvstIncmAmt
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$420LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$420LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,206AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,603AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,603AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$309,067OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$310,046OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$67TaxesRevAndExpnssAmt
Taxes Net Invst Incm$364TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$22,015TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$22,015TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$224,455OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$218,866OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$581,230TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,967TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$564,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$690,730TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,967TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$673,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$641,794ExcessRevenueOverExpensesAmt
Net Investment Income$33,521NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$61,420CashBOYAmt
Cash EOY$210,674CashEOYAmt
Cash EOYFMV$210,674CashEOYFMVAmt
Sav And Temp Cash Invst BOY$150,204SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,738SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,738SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$18,495CorporateStockBOYAmt
Corporate Stock EOY$15,705CorporateStockEOYAmt
Corporate Stock EOYFMV$15,705CorporateStockEOYFMVAmt
Corporate Bonds BOY$554,982CorporateBondsBOYAmt
Corporate Bonds EOY$522,084CorporateBondsEOYAmt
Corporate Bonds EOYFMV$522,084CorporateBondsEOYFMVAmt
Other Investments BOY$1,036,103OtherInvestmentsBOYAmt
Other Investments EOY$463,839OtherInvestmentsEOYAmt
Other Investments EOYFMV$463,839OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,820OtherAssetsBOYAmt
Other Assets EOY$2,671OtherAssetsEOYAmt
Other Assets EOYFMV$2,671OtherAssetsEOYFMVAmt
Total Assets BOY$1,825,024TotalAssetsBOYAmt
Total Assets EOY$1,220,711TotalAssetsEOYAmt
Total Assets EOYFMV$1,220,711TotalAssetsEOYFMVAmt
Accounts Payable BOY$19,542AccountsPayableBOYAmt
Accounts Payable EOY$23,902AccountsPayableEOYAmt
Other Liabilities BOY$16OtherLiabilitiesBOYAmt
Other Liabilities EOY$543OtherLiabilitiesEOYAmt
Total Liabilities BOY$19,558TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,445TotalLiabilitiesEOYAmt
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$1,805,466RetainedEarningBOYAmt
Retained Earning EOY$1,196,266RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,805,466TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,196,266TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,825,024TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,220,711TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,805,466TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$641,794ExcessRevenueOverExpensesAmt
Other Increases$32,594OtherIncreasesAmt
Subtotal$1,196,266SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,196,266TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP2016-01-012016-12-31$691,881$737,731-$45,850-$45,850
PUBLICLY TRADED SECURITIESP2016-01-012016-12-31$1,545$1,545$1,545
FieldValueIRS element (for citing)
Capital Gain Net Income-$44,305CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$729,913AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,217,980NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.329089DistributionYr1Rt
Adjusted Qlfy Distri Yr2$701,990AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,856,050NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.245791DistributionYr2Rt
Adjusted Qlfy Distri Yr3$648,914AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,477,585NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.186599DistributionYr3Rt
Adjusted Qlfy Distri Yr4$616,167AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,902,581NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.157887DistributionYr4Rt
Adjusted Qlfy Distri Yr5$554,810AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,229,132NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.131188DistributionYr5Rt
Total Distribution1.050554TotalDistributionRt
Average Distribution0.210111AverageDistributionRt
Net Vl Noncharitable Assets$1,535,768NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$322,682AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$335NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$323,017AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$673,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$335InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$335SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,730EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,730TotalPaymentsAndCreditsAmt
Overpayment$2,395OverpaymentAmt
Applied To ES Tax$2,395AppliedToESTaxAmt
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.COMWebsiteAddressTxt
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 (12 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 AND CO-CHAIR1.00$0$0$0C/O ANDELL INC PO BOX 3337BEVERLY HILLSCA90212
JEFFREY SOLOMON
DIRECTOR AND PRESIDENT1.00$0$0$0C/O CHARLES BRONFMAN PRIZENEW YORKNY10022FOUNDATION 445 PARK AVENUE SUITE 16
JILL COLLIER INDYK
FOUNDATION MANAGER25.00$165,918$52,427$0C/O CHARLES BRONFMAN PRIZENEW YORKNY10022FOUNDATION 445 PARK AVENUE SUITE 16
JANET AVIAD
C/O ACBP 1 MARCUS STREETJERUSALEMISVICE PRESIDENT1.00$0$0$0
JOHN HOOVER
TREASURER1.00$0$0$0C/O CHARLES BRONFMAN PRIZENEW YORKNY10022FOUNDATION 445 PARK AVENUE SUITE 16
ANDREW G HAUPTMAN
DIRECTOR1.00$0$0$0C/O ANDELL INC PO BOX 3337BEVERLY HILLSCA90212
CLAUDINE BLONDIN
C/O CLARIDGE INC 1170 PEEL STREETSUITE 800MONTREALQCCAH3B FB2DIRECTOR1.00$0$0$0
RICHARD DOYLE
DIRECTOR1.00$0$0$0C/O CHARLES BRONFMAN PRIZENEW YORKNY10022FOUNDATION 445 PARK AVENUE SUITE 16
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
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
HILTZIK STRATEGIES LLC
381 PARK AVE S 1201NEW YORKNY10016PUBLIC RELATIONS SERVICES$100,930
ROUNDPEG LLC
8308 RIVERTON LANEALEXANDRIAVA22308ADVERTISING AND PROFESSIONAL SERVICES$85,603
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$1,302,022AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$257,133AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,559,155TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,559,155AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,387CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,535,768NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,788MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,788MinimumInvestmentReturnAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Total Tax$335TotalTaxAmt
Distributable Before Adj$76,453DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$76,453DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$76,453DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$673,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$673,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$335PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$673,365AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,453DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$347,069ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$426,454ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$478,371ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$562,969ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$620,898ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,435,761TotalExcessDistributionCyovAmt
Qualifying Distributions$673,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$76,453AppliedToCurrentYearAmt
Remaining Distri From Corpus$597,247RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,033,008TotalCorpusAmt
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$347,069ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,685,939ExcessDistriCyovToNextYrAmt
Excess From Year4$426,454ExcessFromYear4Amt
Excess From Year3$478,371ExcessFromYear3Amt
Excess From Year2$562,969ExcessFromYear2Amt
Excess From Year1$620,898ExcessFromYear1Amt
Excess From Current Year$597,247ExcessFromCurrentYearAmt

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 AwardsAWARD CANDIDATE(S) MUST EXHIBIT EXCELLENCE IN HIS/HER CHOSEN FIELD (ANY FIELD WILL BE CONSIDERED). THE WORK OF THE AWARD CANDIDATE(S) MUST PROMOTE THE WELL BEING OF THE JEWISH PEOPLE IN ISRAEL AND/OR AROUND THE WORLD. AWARD CANDIDATE(S) MUST INSPIRE, THROUGH HIS/HER WORK, THE EMERGING JEWISH GENERATION. AWARD CANDIDATE(S) MUST BE 50 YEARS OF AGE OR YOUNGER BY DECEMBER 31 IN THE YEAR OF SUBMISSION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
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
ETGAR KERET
N/AN/ATHE CHARLES BRONFMAN PRIZE CELEBRATES THE VISION AND TALENT OF INDIVIDUALS WHOSE ACCOMPLISHMENTS ENRICH JEWISH LIFE. THE PRIZE HONORS THOSE WHO INSPIRE THE EMERGING GENERATION OF JEWISH PEOPLE THROUGH THE EXCELLENCE OF THEIR ACHIEVEMENT. IT IS A PERIODIC AWARD OF $100,000 GIVEN TO ONE OR MORE INDIVIDUALS OR TEAMS WHOSE HUMANITARIAN EFFORTS ON BEHALF OF OTHERS HAVE CONTRIBUTED SIGNIFICANTLY TO THE BETTERMENT OF THE JEWISH WORLD. THE 2016 CHARLES BRONFMAN PRIZE OF $100,000 FOR HUMANITARIAN ACHIEVEMENT WAS AWARDED TO ETGAR KERET FOR HIS WORK CONVEYING JEWISH VALUES ACROSS CULTURES AND IMPARTING A HUMANITARIAN VISION THROUGHOUT THE WORLD. THE WINNER WAS SELECTED FROM NUMEROUS NOMINATIONS BY A PANEL OF RENOWNED JUDGES. THE AWARDS CEREMONY WILL BE HELD ON MAY 11, 2017 AT THE NEW YORK HISTORICAL SOCIETY. THE CEREMONY WILL BE ATTENDED BY DISTINGUISHED GUESTS, INCLUDING MEMBERS OF THE PRESS AND OTHER PROMINENT LEADERS.$100,00013 HARAV LEVY YITZHAK STREETTEL AVIVIS
JERUSALEM FOUNDATION INC
420 LEXINGTON AVE STE 1645NEW YORKNY10023N/APCGENERAL SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,500TotalGrantOrContriPdDurYrAmt
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$47,391ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,545ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$48,936ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,936TotalIncomeProducingActyAmt

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$25,206Amt
Net Investment Income$12,603NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,603DisbursementsCharitablePrpsAmt

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 ARE AS FOLLOWS:165,918 SALARY AND WAGES PAID165,918 TOTAL COMPENSATION PAID 14,003 SALARY AND WAGES ACCRUED BUT UNPAID7,859 EMPLOYEE WELFARE BENEFITS PAID691 EMPLOYEE WELFARE BENEFITS ACCRUED BUT UNPAID29,626 RETIREMENT BENEFITS PAID248 RETIREMENT BENEFITS ACCRUED BUT UNPAID52,427 TOTAL BENEFIT PLANS / DEFERRED COMPENSATION$1,490 OF THE $29,626 RETIREMENT BENEFITS PAID PERTAIN TO BENEFITS ACCRUED IN PRIOR YEARS.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$522,084EOYBookValueAmt
EOYFMV$522,084EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$15,705EOYBookValueAmt
EOYFMV$15,705EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$449,385$449,385
ALTERNATIVE INVESTMENTSFMV$14,454$14,454

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$420LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$420DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST RECEIVABLEDesc
BOY Book Value$3,820BOYBookValueAmt
EOY Book Value$2,671EOYBookValueAmt
EOYFMV$2,671EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING/PROMOTION$90,261$0$87,621
COMPUTER EXPENSES$1,355$0$1,355
INSURANCE$5,188$0$5,188
POSTAGE/FREIGHT$3,618$0$3,570
SUPPLIES$643$0$643
AWARD EXPENSES$96,783$0$92,567
WEBSITE$27,324$0$27,324
FEES AND LICENSES$370$0$120
MISCELLANEOUS$130$0$135
PRINTING AND STATIONERY$27$0$27
BANK/CUSTODIAN FEES$316$0$316
REVERSE ERRONEOUS PAYMENT RECORDED IN 2015-$1,560$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$32,594Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINTERCOMPANY PAYABLEDesc
BOY Book Value$16BOYBookValueAmt
EOY Book Value$543EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$309,067Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$310,046DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHOLDING$67$364$0
NYS DEPARTMENT OF LAW$0$0$250
FEDERAL TAXES$0$0$0

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