CHARLES R BRONFMAN PRIZE FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CHARLES R BRONFMAN PRIZE FOUNDATION INC (EIN 04-3612920)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-06
IRS object ID
201522189349100727
Schema version
2014v5.0
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)
Return2015-08-06T19:41:04-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 2000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL JOHNSONPreparerPersonNm
PTINP01507671PTIN
Phone2135932300PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,568,857FMVAssetsEOYAmt
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$105,504DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,590DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$146,200NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,097,602GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,347CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$251,704TotalRevAndExpnssAmt
Total Net Invst Incm$194,937TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$176,245CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$171,781CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,612AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,306AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,306AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$52,689OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$91OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$52,689OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$312TaxesRevAndExpnssAmt
Taxes Net Invst Incm$409TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$29,908TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$33,428TravConfMeetingDsbrsChrtblAmt
Printing And Pub Dsbrs Chrtbl$1,945PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$319,509OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$328,482OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$589,275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,806TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$593,881TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$699,275TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,806TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$703,881TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$447,571ExcessRevenueOverExpensesAmt
Net Investment Income$189,131NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,826CashBOYAmt
Cash EOY$141,046CashEOYAmt
Cash EOYFMV$141,046CashEOYFMVAmt
Sav And Temp Cash Invst BOY$45,619SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$153,871SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$153,871SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$639AcctRcvblBOYAmt
US Government Obligations BOY$101,882USGovernmentObligationsBOYAmt
Corporate Stock BOY$98,273CorporateStockBOYAmt
Corporate Stock EOY$52,815CorporateStockEOYAmt
Corporate Stock EOYFMV$52,815CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,111,120CorporateBondsBOYAmt
Corporate Bonds EOY$745,992CorporateBondsEOYAmt
Corporate Bonds EOYFMV$745,992CorporateBondsEOYFMVAmt
Other Investments BOY$1,711,832OtherInvestmentsBOYAmt
Other Investments EOY$1,471,006OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,471,006OtherInvestmentsEOYFMVAmt
Other Assets BOY$14,584OtherAssetsBOYAmt
Other Assets EOY$4,127OtherAssetsEOYAmt
Other Assets EOYFMV$4,127OtherAssetsEOYFMVAmt
Total Assets BOY$3,086,775TotalAssetsBOYAmt
Total Assets EOY$2,568,857TotalAssetsEOYAmt
Total Assets EOYFMV$2,568,857TotalAssetsEOYFMVAmt
Accounts Payable BOY$50,734AccountsPayableBOYAmt
Accounts Payable EOY$40,761AccountsPayableEOYAmt
Other Liabilities BOY$29OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,210OtherLiabilitiesEOYAmt
Total Liabilities BOY$50,763TotalLiabilitiesBOYAmt
Total Liabilities EOY$46,971TotalLiabilitiesEOYAmt
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$3,036,012RetainedEarningBOYAmt
Retained Earning EOY$2,521,886RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,036,012TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,521,886TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,086,775TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,568,857TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,036,012TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$447,571ExcessRevenueOverExpensesAmt
Other Increases$13,448OtherIncreasesAmt
Subtotal$2,601,889SubtotalAmt
Other Decreases$80,003OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,521,886TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-01-01AcquiredDt
Sold2014-12-31SoldDt
Gross Sales Price$1,097,602GrossSalesPriceAmt
Cost Or Other Basis$1,014,255CostOrOtherBasisAmt
Gain Or Loss$83,347GainOrLossAmt
Gains Minus Excess Or Losses$83,347GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$83,347CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$648,914AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,477,585NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.186599DistributionYr1Rt
Adjusted Qlfy Distri Yr2$616,167AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,902,581NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.157887DistributionYr2Rt
Adjusted Qlfy Distri Yr3$554,810AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,229,132NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.131188DistributionYr3Rt
Adjusted Qlfy Distri Yr4$605,926AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,648,521NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.130348DistributionYr4Rt
Adjusted Qlfy Distri Yr5$489,389AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,246,657NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.115241DistributionYr5Rt
Total Distribution0.721263TotalDistributionRt
Average Distribution0.144253AverageDistributionRt
Net Vl Noncharitable Assets$2,856,050NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$411,994AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,891NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$413,885AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$703,881QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,891InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,891SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,891TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$563EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$5,000AppliedToEsTaxAmt
Total Payments And Credits$5,563TotalPaymentsAndCreditsAmt
Overpayment$3,672OverpaymentAmt
Applied To ES Tax$3,672AppliedToESTaxAmt
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 110 EAST 59TH STREET 26T
JILL COLLIER INDYK
FOUNDATION MANAGER25.00$219,233$0$0C/O CHARLES BRONFMAN PRIZENEW YORKNY10022FOUNDATION 110 EAST 59TH STREET 26T
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 110 EAST 59TH STREET 26T
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 110 EAST 59TH STREET 26T
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
JILL COLLIER INDYK
110 EAST 59TH STREET 26TH FLOORNEW YORKNY10022CONSULTING$219,233
ROUNDPEG LLC
8308 RIVERTON LANEALEXANDRIAVA22308ADVERTISING AND PROFESSIONAL SERVICES$107,341
MEDIABUY
60 SHIP STREETPROVIDENCERI02903ADVERTISING$52,761
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$2,717,171AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$182,372AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,899,543TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,899,543AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,493CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,856,050NetVlNoncharitableAssetsAmt
Minimum Investment Return$142,803MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$142,803MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,891TaxBasedOnInvestmentIncomeAmt
Total Tax$1,891TotalTaxAmt
Distributable Before Adj$140,912DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$140,912DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$140,912DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$703,881ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$703,881QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,891PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$701,990AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$140,912DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$277,563ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$376,200ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$347,069ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$426,454ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$478,371ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,905,657TotalExcessDistributionCyovAmt
Qualifying Distributions$703,881QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$140,912AppliedToCurrentYearAmt
Remaining Distri From Corpus$562,969RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,468,626TotalCorpusAmt
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$277,563ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,191,063ExcessDistriCyovToNextYrAmt
Excess From Year4$376,200ExcessFromYear4Amt
Excess From Year3$347,069ExcessFromYear3Amt
Excess From Year2$426,454ExcessFromYear2Amt
Excess From Year1$478,371ExcessFromYear1Amt
Excess From Current Year$562,969ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY SOLOMON - PRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1110 EAST 59TH STREET 26TH FLOORAddressLine1Txt
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 (6 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
CONGREGATION AHAVAS ISRAEL
PO BOX 32BROOKLYNNY11222N/APCGENERAL SUPPORT$2,500
THE DEFIANT REQUIEM FOUNDATION
1001 PENNSYLVANIA AVE NWWASHINGTONDC20004N/APCGENERAL SUPPORT$2,500
SAM GOLDMAN
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 2015 CHARLES BRONFMAN PRIZE OF $100,000 FOR HUMANITARIAN ACHIEVEMENT WAS AWARDED TO SAM GOLDMAN FOR HIS WORK WITH D.LIGHT. THE WINNER WAS SELECTED FROM NUMEROUS NOMINATIONS BY A PANEL OF RENOWNED JUDGES. THE AWARDS CEREMONY WAS HELD ON SEPTEMBER 16, 2014 AT 5:30 PM AT THE NEW YORK HISTORICAL SOCIETY. THE CEREMONY WAS ATTENDED BY DISTINGUISHED GUESTS, INCLUDING MEMBERS OF THE PRESS AND OTHER PROMINENT LEADERS.$50,0002360 WINDSOR STREET APARTMENT 2VANCOUVERCA
MENACHAM BEGIN HERITAGE FOUNDATION INC
ONE AMERICAN SQUARE BOX 82001INDIANAPOLISIN46282N/APCGENERAL SUPPORT$2,500
THE NEW RIVER CHURCH COMMUNITY INC
4 N 2ND ST STE 300SAN JOSECA95113N/APCGENERAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,000TotalGrantOrContriPdDurYrAmt
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$105,504ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$146,200ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$251,704ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$251,704TotalIncomeProducingActyAmt

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$10,612Amt
Net Investment Income$5,306NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,306DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$745,992EOYBookValueAmt
EOYFMV$745,992EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$52,815EOYBookValueAmt
EOYFMV$52,815EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$1,453,433$1,453,433
ALTERNATIVE INVESTMENTSFMV$17,573$17,573

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST RECEIVABLEDesc
BOY Book Value$14,584BOYBookValueAmt
EOY Book Value$4,127EOYBookValueAmt
EOYFMV$4,127EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSESDesc
Amt$80,003Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING/PROMOTION$129,467$0$133,860
COMPUTER EXPENSES$1,338$0$1,248
INSURANCE$13,365$0$13,473
POSTAGE/FREIGHT$4,212$0$4,102
SUPPLIES$876$0$363
TELEPHONE$1,015$0$1,015
AWARD EXPENSES$137,100$0$142,285
WEBSITE$28,074$0$28,074
FEES AND LICENSES$666$0$666
MISCELLANEOUS$63$0$63
ALBUM PRODUCTION FEES$3,093$0$3,093
PRINTING AND STATIONERY$240$0$240

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$13,448Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINTERCOMPANY PAYABLEDesc
BOY Book Value$29BOYBookValueAmt
EOY Book Value$6,210EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$52,689Amt
Net Investment Income$91NetInvestmentIncomeAmt
Disbursements Charitable Prps$52,689DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHOLDING$62$409$0
NYS DEPARTMENT OF LAW$250$0$250

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