BRONFMAN HAUPTMAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BRONFMAN HAUPTMAN FOUNDATION (EIN 20-5618432)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-29
- IRS object ID
- 201630899349100308
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-29T12:43:41-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | CHRIS NORTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4242744800 | PhoneNum |
| Signature | 2016-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL JOHNSON | PreparerPersonNm |
| PTIN | P01507671 | PTIN |
| Phone | 2135932300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,933,854 | 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 |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,950,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | 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 |
| Accounting Fees Rev And Expnss | $14,659 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,659 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $558 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,296 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,284,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,284,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,418,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,418,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $531,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,405,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,933,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,933,854 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,405,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,933,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,933,854 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $124 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $4,857 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,430 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,857 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,554 | 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 | $1,400,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,932,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,400,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,932,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,405,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,933,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,400,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $531,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,932,300 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,932,300 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,397,862 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $942,723 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.482792 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,117,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $377,881 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.958339 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,755,518 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $295,589 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.939051 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,845,535 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $69,573 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 26.526598 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,453,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $136,110 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 10.676512 | DistributionYr5Rt |
| Total Distribution | 47.583292 | TotalDistributionRt |
| Average Distribution | 9.516658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,533,907 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,597,668 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,597,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,418,263 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $854 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $854 | TotalPaymentsAndCreditsAmt |
| Overpayment | $854 | OverpaymentAmt |
| Applied To ES Tax | $854 | 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 | 0 | 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 (5 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 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLEN BRONFMAN 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 |
| CHRIS NORTON | ||||||||
| C/O ANDELL INC PO BOX 3337 | BEVERLY HILLS | CA | 90212 | TREASURER | 1.00 | $0 | $0 | $0 |
| RACHEL LEVIN | ||||||||
| C/O ANDELL INC PO BOX 3337 | BEVERLY HILLS | CA | 90212 | EXECUTIVE DIRECTOR | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUNDAMENTAL PHILANTHROPY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S BEVERLY DR | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $112,800 | CompensationAmt |
| 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 | $1,557,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,557,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,557,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,533,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,695 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $76,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,418,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,418,263 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,418,263 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,446,376 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,842,056 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,740,739 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,099,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,350,726 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,478,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,418,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,341,568 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,820,471 | 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 | $1,446,376 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,374,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,842,056 | ExcessFromYear4Amt |
| Excess From Year3 | $1,740,739 | ExcessFromYear3Amt |
| Excess From Year2 | $1,099,006 | ExcessFromYear2Amt |
| Excess From Year1 | $1,350,726 | ExcessFromYear1Amt |
| Excess From Current Year | $1,341,568 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW HAUPTMAN | ContributingManagerNm |
| Contributing Manager | ELLEN BRONFMAN HAUPTMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A BROADER WAY FOUNDATION | |||||||
| 420 LEXINGTON AVE STE 2520 | NEW YORK | NY | 10170 | PC | GENERAL SUPPORT | $1,800 | |
| ALLIANCE COLLEGE - READY PUBLIC SCHOOLS | |||||||
| 601 S FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $5,000 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $3,000 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $1,800 | |
| AMERICAN CANCER SOCIETY | |||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 500 5TH AVE STE 2540 | NEW YORK | NY | 10110 | PC | GENERAL SUPPORT | $15,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 500 5TH AVE STE 2540 | NEW YORK | NY | 10110 | PC | GENERAL SUPPORT | $85,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 500 5TH AVE STE 2540 | NEW YORK | NY | 10110 | PC | GENERAL SUPPORT | $10,000 | |
| BABY2BABY | |||||||
| 6435 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $1,000 | |
| BIG BROTHERS BIG SISTERS OF MET CHICAGO | |||||||
| 560 W LAKE STREET 5TH FLOOR | CHICAGO | IL | 60661 | PC | GENERAL SUPPORT | $1,000 | |
| CAMP SOUTHERN GROUND INC | |||||||
| 101 GARDNER PARK | PEACHTREE CITY | GA | 30269 | PC | GENERAL SUPPORT | $5,000 | |
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD STE 2416 | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $5,000 | |
| CHILDRENS DEFENSE FUND CALIFORNIA | |||||||
| 10536 CULVER BLVD | CULVER CITY | CA | 90232 | PC | GENERAL SUPPORT | $10,000 | |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | GENERAL SUPPORT | $10,000 | |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | GENERAL SUPPORT | $500,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $10,000 | |
| CROSSROADS SCHOOL FOR ARTS & SCIENCES | |||||||
| 1714 21ST STREET | SANTA MONICA | CA | 90404 | PC | GENERAL SUPPORT | $50,000 | |
| DIA ART FOUNDATION | |||||||
| 535 WEST 22ND STREET 4TH FLOOR | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $4,000 | |
| ELIZABETH GLASER PEDIATRIC AIDS FOUND | |||||||
| PO BOX 418649 | BOSTON | MA | 02241 | PC | GENERAL SUPPORT | $2,500 | |
| FOSTER CARE COUNTS | |||||||
| 11150 SANTA MONICA BLVD STE 1500 | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $600 | |
| GLOBAL GREEN USA | |||||||
| 2218 MAIN STREET 2ND FL | SANTA MONICA | CA | 90405 | PC | GENERAL SUPPORT | $5,000 | |
| GLOBAL HEALTH CORPS | |||||||
| ONE PENN PLAZA STE 6271 | NEW YORK | NY | 10119 | PC | GENERAL SUPPORT | $25,000 | |
| GLSEN INC | |||||||
| 247 CENTRE ST 7TH FL | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $5,000 | |
| GRASSROOT SOCCER INC | |||||||
| 198 CHURCH ST PO BOX 712 | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $1,000 | |
| HARVARD BUSINESS SCHOOL | |||||||
| TEELE HALL 437 SOLDIERS FIELD | BOSTON | MA | 02163 | PC | GENERAL SUPPORT | $20,000 | |
| IDEOORG | |||||||
| 444 SPEAR STREET STE 213 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $10,000 | |
| INDEPENDENT SCHOOL ALLIANCE | |||||||
| 5670 WILSHIRE BLVD SUITE 830 | LOS ANGELES | CA | 90036 | PC | GENERAL SUPPORT | $5,000 | |
| INDEPENDENT SECTOR | |||||||
| 1602 L STREET STE 900 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $2,500 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $10,000 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $25,000 | |
| KBFUS | |||||||
| 10 ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | PC | GENERAL SUPPORT | $5,250 | |
| LA GOAL | |||||||
| 4911 OVERLAND AVE | CULVER CITY | CA | 90230 | PC | GENERAL SUPPORT | $5,000 | |
| LA GOAL | |||||||
| 4911 OVERLAND AVE | CULVER CITY | CA | 90230 | PC | GENERAL SUPPORT | $5,000 | |
| LA FUND FOR PUBLIC EDUCATION | |||||||
| 10250 CONSTELLATION BLVD STE 230 | LOS ANGELES | CA | 90067 | PC | GENERAL SUPPORT | $10,000 | |
| LIBERTY HILL FOUNDATION | |||||||
| 5777 WEST CENTURY BLVD STE 880 | LOS ANGELES | CA | 90045 | PC | GENERAL SUPPORT | $10,000 | |
| LOS ANGELES POLICE FOUNDATION | |||||||
| 515 S FLOWER ST STE 1680 | LOS ANGELES | CA | 90071 | PC | GENERAL SUPPORT | $5,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 1314 SECOND STREET | SANTA MONICA | CA | 90401 | PC | GENERAL SUPPORT | $10,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 1314 SECOND STREET | SANTA MONICA | CA | 90401 | PC | GENERAL SUPPORT | $10,000 | |
| NYUFACES | |||||||
| ONE PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $5,000 | |
| POSSE FOUNDATION | |||||||
| 515 S FIGUEROA ST STE 300 | LOS ANGELES | CA | 90071 | PC | GENERAL SUPPORT | $5,000 | |
| SALVADORI CTR FOR THE BUILT ENVIRONMENT | |||||||
| 475 RIVERSIDE DR STE 1370 | NEW YORK | NY | 10115 | PC | GENERAL SUPPORT | $2,500 | |
| SAVE A CHILD'S HEART | |||||||
| 10050 CHAPEL ROAD STE 18 | POTOMAC | MD | 20854 | PC | GENERAL SUPPORT | $1,000 | |
| SEAL - NSW FAMILY FOUNDATION | |||||||
| 300 CARLSBAD VILLAGE DR STE | CARLSBAD | CA | 92008 | PC | GENERAL SUPPORT | $5,000 | 108A-361 |
| SINAI TEMPLE | |||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | GENERAL SUPPORT | $18,000 | |
| SINAI TEMPLE | |||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | GENERAL SUPPORT | $200 | |
| SUSAN G KOMEN | |||||||
| PO BOX 650309 | DALLAS | TX | 75265 | PC | GENERAL SUPPORT | $1,800 | |
| THE ASPEN INSTITUTE | |||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $25,000 | |
| THE ASPEN INSTITUTE | |||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $5,000 | |
| THE COALITION FOR THE ECONOMY AND JOBS | |||||||
| 555 SOUTH FLOWER ST 9TH FLOOR | LOS ANGELES | CA | 90071 | PC | GENERAL SUPPORT | $10,000 | |
| THE FRIENDS OF EXPO CENTER | |||||||
| 3980 BILL ROBERTSON LANE | LOS ANGELES | CA | 90037 | PC | GENERAL SUPPORT | $2,500 | |
| THE WILLOWS COMMUNITY SCHOOL | |||||||
| 8509 HIGUERA STREET | CULVER CITY | CA | 90232 | PC | GENERAL SUPPORT | $50,000 | |
| THE WILLOWS COMMUNITY SCHOOL | |||||||
| 8509 HIGUERA STREET | CULVER CITY | CA | 90232 | PC | GENERAL SUPPORT | $200,000 | |
| TIDES CENTERCHILDREN'S ACTION NETWORK | |||||||
| 11849 WEST OLYMPIC BLVD STE 101 | LOS ANGELES | CA | 90064 | PC | GENERAL SUPPORT | $5,000 | |
| TREE PEOPLE INC | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | PC | GENERAL SUPPORT | $10,000 | |
| US FUND FOR UNICEF | |||||||
| 10351 SANTA MONICA BLVD STE 402 | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $1,000 | |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH ST STE 924 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $5,000 | |
| USC MATH FOR AMERICA LOS ANGELES | |||||||
| 1150 S OLIVE STREET STE 2100 | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $2,500 | |
| WESTSIDE CHILDRENS CENTER INC | |||||||
| 5721 W SLAUSON AVE 140 | CULVER CITY | CA | 90230 | PC | GENERAL SUPPORT | $1,000 | |
| YALE UNIVERSITY | |||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | GENERAL SUPPORT | $25,000 | |
| YOUNG STORYTELLERS FOUNDATION | |||||||
| 923 E 3RD STEET 307 | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,284,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 | $950,000 | Yes (X) |
| THE CHARLES BRONFMAN TRUST II | ||||||
| 2 | C/O LEONARD M NELSON PO BOX 9729 | PORTLAND | ME | 04104 | $1,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $14,659 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,659 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE/FREIGHT | $623 | $0 | $623 |
| BANK FEES | $9 | $0 | $9 |
| MISCELLANEOUS EXPENSES | $1,714 | $0 | $1,714 |
| ADVERTISING FEES | $2,950 | $0 | $2,950 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLE - ST | Desc |
| BOY Book Value | $4,857 | BOYBookValueAmt |
| EOY Book Value | $1,430 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FUNDAMENTAL PHILANTHROPY, INC | CategoryTxt |
| Amt | $112,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $112,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES & LICENSES | $525 | $0 | $525 |
| TAXES | $141 | $0 | $33 |