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CHARLES R BRONFMAN PRIZE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHARLES R BRONFMAN PRIZE FOUNDATION INC (EIN 04-3612920)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-10
IRS object ID
201601319349101965
Schema version
2015v2.1
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)
Return2016-05-10T16:51:33-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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)
PersonPRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2129310112PhoneNum
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL JOHNSONPreparerPersonNm
PTINP01507671PTIN
Phone2135932300PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,825,024FMVAssetsEOYAmt
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$70,462DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,533DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$629,682GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,433CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$70,462TotalRevAndExpnssAmt
Total Net Invst Incm$99,966TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,533AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,266AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,266AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$387,611OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$75OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$397,382OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,882TaxesRevAndExpnssAmt
Taxes Net Invst Incm$423TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$32,427TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$32,633TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$172,723OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$185,524OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$610,176TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,764TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$621,055TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$719,976TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,764TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$730,855TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$649,514ExcessRevenueOverExpensesAmt
Net Investment Income$94,202NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$141,046CashBOYAmt
Cash EOY$61,420CashEOYAmt
Cash EOYFMV$61,420CashEOYFMVAmt
Sav And Temp Cash Invst BOY$153,871SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$150,204SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$150,204SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$52,815CorporateStockBOYAmt
Corporate Stock EOY$18,495CorporateStockEOYAmt
Corporate Stock EOYFMV$18,495CorporateStockEOYFMVAmt
Corporate Bonds BOY$745,992CorporateBondsBOYAmt
Corporate Bonds EOY$554,982CorporateBondsEOYAmt
Corporate Bonds EOYFMV$554,982CorporateBondsEOYFMVAmt
Other Investments BOY$1,471,006OtherInvestmentsBOYAmt
Other Investments EOY$1,036,103OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,036,103OtherInvestmentsEOYFMVAmt
Other Assets BOY$4,127OtherAssetsBOYAmt
Other Assets EOY$3,820OtherAssetsEOYAmt
Other Assets EOYFMV$3,820OtherAssetsEOYFMVAmt
Total Assets BOY$2,568,857TotalAssetsBOYAmt
Total Assets EOY$1,825,024TotalAssetsEOYAmt
Total Assets EOYFMV$1,825,024TotalAssetsEOYFMVAmt
Accounts Payable BOY$40,761AccountsPayableBOYAmt
Accounts Payable EOY$19,542AccountsPayableEOYAmt
Other Liabilities BOY$6,210OtherLiabilitiesBOYAmt
Other Liabilities EOY$16OtherLiabilitiesEOYAmt
Total Liabilities BOY$46,971TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,558TotalLiabilitiesEOYAmt
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$2,521,886RetainedEarningBOYAmt
Retained Earning EOY$1,805,466RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,521,886TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,805,466TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,568,857TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,825,024TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,521,886TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$649,514ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,872,372SubtotalAmt
Other Decreases$66,906OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,805,466TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-01-01AcquiredDt
Sold2015-12-31SoldDt
Gross Sales Price$629,682GrossSalesPriceAmt
Cost Or Other Basis$599,249CostOrOtherBasisAmt
Gain Or Loss$30,433GainOrLossAmt
Gains Minus Excess Or Losses$30,433GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$30,433CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$701,990AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,856,050NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.245791DistributionYr1Rt
Adjusted Qlfy Distri Yr2$648,914AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,477,585NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.186599DistributionYr2Rt
Adjusted Qlfy Distri Yr3$616,167AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,902,581NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.157887DistributionYr3Rt
Adjusted Qlfy Distri Yr4$554,810AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,229,132NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.131188DistributionYr4Rt
Adjusted Qlfy Distri Yr5$605,926AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,648,521NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.130348DistributionYr5Rt
Total Distribution0.851813TotalDistributionRt
Average Distribution0.170363AverageDistributionRt
Net Vl Noncharitable Assets$2,217,980NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$377,862AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$942NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$378,804AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$730,855QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$942InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$942SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$942TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,672EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,672TotalPaymentsAndCreditsAmt
Overpayment$2,730OverpaymentAmt
Applied To ES Tax$2,730AppliedToESTaxAmt
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 (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
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$198,141$135,855$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
CLAUDIN 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
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$63,750
ROUNDPEG LLC
8308 RIVERTON LANEALEXANDRIAVA22308ADVERTISING AND PROFESSIONAL SERVICES$63,371
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$2,004,125AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$247,631AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,251,756TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,251,756AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,776CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,217,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,899MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,899MinimumInvestmentReturnAmt
Tax Based On Investment Income$942TaxBasedOnInvestmentIncomeAmt
Total Tax$942TotalTaxAmt
Distributable Before Adj$109,957DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$109,957DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$109,957DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$730,855ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$730,855QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$942PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$729,913AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,957DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$376,200ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$347,069ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$426,454ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$478,371ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$562,969ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,191,063TotalExcessDistributionCyovAmt
Qualifying Distributions$730,855QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$109,957AppliedToCurrentYearAmt
Remaining Distri From Corpus$620,898RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,811,961TotalCorpusAmt
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$376,200ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,435,761ExcessDistriCyovToNextYrAmt
Excess From Year4$347,069ExcessFromYear4Amt
Excess From Year3$426,454ExcessFromYear3Amt
Excess From Year2$478,371ExcessFromYear2Amt
Excess From Year1$562,969ExcessFromYear1Amt
Excess From Current Year$620,898ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY SOLOMON - PRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1445 PARK AVENUE SUITE 16AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129310105RecipientPhoneNum
Form And Info And MaterialsCONTACT MR. SOLOMON OR SEE WEBSITE FOR ELIGIBILITY AND NOMINATION FORM.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOMINATIONS ARE ACCEPTED BETWEEN AUGUST 1 AND OCTOBER 31 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 (7 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
LAWYERS' COMMITTEE FOR CIVIL RIGHTS
1401 NEW YORK AVE NW STE 400WASHINGTONDC20005N/APCGENERAL SUPPORT$2,000
URBAN JUSTICE CENTER
40 RECTOR ST 9TH FLNEW YORKNY10006N/APCGENERAL SUPPORT$10,000
REBECCA HELLER
356 STERLING PLACE APARTMENT 3BROOKLYNNY11238N/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 2015 CHARLES BRONFMAN PRIZE OF $100,000 FOR HUMANITARIAN ACHIEVEMENT WAS AWARDED TO REBECCA HELLER FOR HER WORK WITH THE INTERNATIONAL REFUGEE ASSISTANCE PROJECT. THE WINNER WAS SELECTED FROM NUMEROUS NOMINATIONS BY A PANEL OF RENOWNED JUDGES. THE AWARDS CEREMONY WILL BE HELD ON APRIL 4, 2016 AT 5:30PM AT THE NEW YORK HISTORICAL SOCIETY. THE CEREMONY WILL BE ATTENDED BY DISTINGUISHED GUESTS, INCLUDING MEMBERS OF THE PRESS AND OTHER PROMINENT LEADERS.$90,000
VOICES OF AFRICAN MOTHERS
777 UNITED NATIONS PLAZA STE 6GNEW YORKNY10017N/APCGENERAL SUPPORT$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,800TotalGrantOrContriPdDurYrAmt
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$70,462ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$70,462ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,462TotalIncomeProducingActyAmt

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$10,533Amt
Net Investment Income$5,266NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,266DisbursementsCharitablePrpsAmt

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:198,141 SALARY AND WAGES PAID198,141 TOTAL COMPENSATION PAID 13,800 SALARY AND WAGES ACCRUED BUT UNPAID10,108 EMPLOYEE WELFARE BENEFITS PAID694 EMPLOYEE WELFARE BENEFITS ACCRUED BUT UNPAID109,763 RETIREMENT BENEFITS PAID1,490 RETIREMENT BENEFITS ACCRUED BUT UNPAID135,855 TOTAL BENEFIT PLANS / DEFERRED COMPENSATION$30,978 OF THE $109,763 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$554,982EOYBookValueAmt
EOYFMV$554,982EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$18,495EOYBookValueAmt
EOYFMV$18,495EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$1,023,208$1,023,208
ALTERNATIVE INVESTMENTSFMV$12,895$12,895

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST RECEIVABLEDesc
BOY Book Value$4,127BOYBookValueAmt
EOY Book Value$3,820EOYBookValueAmt
EOYFMV$3,820EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSESDesc
Amt$66,906Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING/PROMOTION$90,517$0$102,611
COMPUTER EXPENSES$959$0$1,048
INSURANCE$5,646$0$5,646
POSTAGE/FREIGHT$3,474$0$3,584
SUPPLIES$253$0$766
TELEPHONE$340$0$340
AWARD EXPENSES$41,677$0$41,677
WEBSITE$20,744$0$20,744
FEES AND LICENSES$25$0$25
MISCELLANEOUS$4$0$0
ALBUM PRODUCTION FEES$6,571$0$6,570
PRINTING AND STATIONERY$2,057$0$2,057
BANK/CUSTODIAN FEES$456$0$456

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINTERCOMPANY PAYABLEDesc
BOY Book Value$6,210BOYBookValueAmt
EOY Book Value$16EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$387,611Amt
Net Investment Income$75NetInvestmentIncomeAmt
Disbursements Charitable Prps$397,382DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHOLDING$72$423$0
NYS DEPARTMENT OF LAW$250$0$250
FEDERAL TAXES$6,560$0$0

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