BRONFMAN HAUPTMAN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRONFMAN HAUPTMAN FOUNDATION (EIN 20-5618432)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-25
- IRS object ID
- 201532379349100408
- 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
- 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 | 2015-08-25T13:40:06-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 2000 | 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 | 2014-01-01 | 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 | 2015-08-25 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,405,528 | 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 | $9,608 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,608 | 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 | $528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $528 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,830 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,830 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $578 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $127,344 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,271,057 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,270,518 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,398,401 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,397,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $551,599 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $849,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,405,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,405,528 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $849,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,405,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,405,528 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,857 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,857 | 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 | $849,072 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,400,671 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $849,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,400,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $849,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,405,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $849,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $551,599 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,400,671 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,400,671 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,117,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $377,881 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.958339 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,755,518 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $295,589 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.939051 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,845,535 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $69,573 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 26.526598 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,453,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $136,110 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 10.676512 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,072,209 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $530,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.905429 | DistributionYr5Rt |
| Total Distribution | 50.005929 | TotalDistributionRt |
| Average Distribution | 10.001186 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $942,723 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,428,348 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,428,348 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,397,862 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
| KRISTEN CASCIO | ||||||||
| C/O ANDELL INC PO BOX 3337 | BEVERLY HILLS | CA | 90212 | ASSISTANT SECRETARY | 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 | $957,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $957,079 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $957,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $942,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,136 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $47,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,397,862 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,397,862 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,397,862 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,030,699 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,446,376 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,842,056 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,740,739 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,099,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,158,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,397,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,350,726 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,509,602 | 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 | $2,030,699 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,478,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,446,376 | ExcessFromYear4Amt |
| Excess From Year3 | $1,842,056 | ExcessFromYear3Amt |
| Excess From Year2 | $1,740,739 | ExcessFromYear2Amt |
| Excess From Year1 | $1,099,006 | ExcessFromYear1Amt |
| Excess From Current Year | $1,350,726 | 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 (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONGREGATION SHIRAT HAYAM | ||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | PC | GENERAL SUPPORT | $10,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 1314 SECOND STREET | SANTA MONICA | CA | 90401 | PC | GENERAL SUPPORT | $10,000 |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | ||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | PC | GENERAL SUPPORT | $25,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 13636 VENTURA BLVD STE 445 | SHERMAN OAKS | CA | 91423 | PC | GENERAL SUPPORT | $3,000 |
| RANCHO LOS ALAMITOS FOUNDATION | ||||||
| 6400 EAST BIXBY HILL ROAD | LONG BEACH | CA | 90815 | PC | GENERAL SUPPORT | $10,000 |
| CANCER PREVENTION INSTITUTE OF CALIFORNIA | ||||||
| 2201 WALNUT AVE SUITE 300 | FREMONT | CA | 94538 | PC | GENERAL SUPPORT | $1,000 |
| NYUFACES | ||||||
| ONE PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $5,000 |
| EASTERN CONGO INITIATIVE | ||||||
| 3417 FREMONT AVE N STE 400 | SEATTLE | WA | 98103 | PC | GENERAL SUPPORT | $5,000 |
| CONSERVATION INTERNATIONAL | ||||||
| 2011 CRYSTAL DRIVE STE 500 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $5,000 |
| GRASSROOT SOCCER INC | ||||||
| 198 CHURCH ST PO BOX 712 | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $10,000 |
| CITY YEAR INC | ||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 315 S BEVERLY DRIVE 214 | BEVERLY HILLS | CA | 90212 | PC | GENERAL SUPPORT | $15,000 |
| SALVADORI CTR FOR THE BUILT ENVIRONMENT | ||||||
| 475 RIVERSIDE DR STE 1370 | NEW YORK | NY | 10115 | PC | GENERAL SUPPORT | $2,500 |
| THE WILLOWS COMMUNITY SCHOOL | ||||||
| 8509 HIGUERA ST | CULVER CITY | CA | 90232 | PC | GENERAL SUPPORT | $50,000 |
| DIA ART FOUNDATION | ||||||
| 535 WEST 22ND STREET 4TH FLOOR | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $4,000 |
| ELI & BESSIE COHEN HILLEL ACADEMY | ||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | PC | GENERAL SUPPORT | $10,000 |
| CITY YEAR INC | ||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | GENERAL SUPPORT | $65,000 |
| CITY YEAR INC | ||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | GENERAL SUPPORT | $6,500 |
| JUST KEEP LIVING FOUNDATION | ||||||
| 9777 WILSHIRE BLVD STE 805 | BEVERLY HILLS | CA | 90212 | PF | GENERAL SUPPORT | $539 |
| CANCER PREVENTION INSTITUTE OF CALIFORNIA | ||||||
| 2201 WALNUT AVE SUITE 300 | FREMONT | CA | 94538 | PC | GENERAL SUPPORT | $10,000 |
| ALLIANCE COLLEGE - READY PUBLIC SCHOOLS | ||||||
| 601 S FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $5,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | PC | GENERAL SUPPORT | $10,000 |
| THE ASPEN INSTITUTE | ||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $25,000 |
| L A GOAL | ||||||
| 4911 OVERLAND AVE | CULVER CITY | CA | 90230 | PC | GENERAL SUPPORT | $5,000 |
| CEDARS-SINAI | ||||||
| 8700 BEVERLY BLVD STE 2416 | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $2,500 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 9911 W PICO BLVD STE PH-M | LOS ANGELES | CA | 90035 | PC | GENERAL SUPPORT | $5,000 |
| THE FRIENDS OF EXPO CENTER | ||||||
| 3980 BILL ROBERTSON LANE | LOS ANGELES | CA | 90037 | PC | GENERAL SUPPORT | $2,500 |
| WESTSIDE CHILDRENS CENTER INC | ||||||
| 5721 W SLAUSON AVE 140 | CULVER CITY | CA | 90230 | PC | GENERAL SUPPORT | $1,000 |
| SAVE A CHILD'S HEART | ||||||
| 10050 CHAPEL ROAD STE 18 | POTOMAC | MD | 20854 | PC | GENERAL SUPPORT | $1,018 |
| THE ASPEN INSTITUTE | ||||||
| 1000 N THIRD STREET | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $5,000 |
| YALE UNIVERSITY | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | GENERAL SUPPORT | $25,000 |
| MUSIC ASSOCIATES OF ASPEN INC | ||||||
| 225 MUSIC SCHOOL RD | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $1,000 |
| INTERNATIONAL MEDICAL CORPS | ||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $10,000 |
| US SOCCER FOUNDATION | ||||||
| 1211 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $10,000 |
| ALLIANCE COLLEGE - READY PUBLIC SCHOOLS | ||||||
| 601 S FIGUEROA ST 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 500 5TH AVE STE 2540 | NEW YORK | NY | 10110 | PC | GENERAL SUPPORT | $85,000 |
| ELIZABETH GLASER PEDIATRIC AIDS FOUND | ||||||
| PO BOX 418649 | BOSTON | MA | 02241 | PC | GENERAL SUPPORT | $2,500 |
| GLSEN INC | ||||||
| 90 BROAD ST 2ND FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $5,000 |
| POSSE FOUNDATION | ||||||
| 515 S FIGUEROA ST STE 300 | LOS ANGELES | CA | 90071 | PC | GENERAL SUPPORT | $5,000 |
| SINAI TEMPLE | ||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | GENERAL SUPPORT | $18,000 |
| COMMUNITY PARTNERS FOR BABY2BABY | ||||||
| 6435 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $1,000 |
| INTERNATIONAL MEDICAL CORPS | ||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $15,000 |
| CHILDRENS DEFENSE FUND CALIFORNIA | ||||||
| 10536 CULVER BLVD | CULVER CITY | CA | 90232 | PC | GENERAL SUPPORT | $10,000 |
| FRIENDS OF THE SABAN COMMUNITY CLINIC | ||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $1,000 |
| HEART OF LOS ANGELES | ||||||
| 2701 WILSHIRE BLVD STE 100 | LOS ANGELES | CA | 90057 | PC | GENERAL SUPPORT | $3,000 |
| CITY YEAR INC | ||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | GENERAL SUPPORT | $500,000 |
| YOUNG STORYTELLERS FOUNDATION | ||||||
| 923 E 3RD STEET 307 | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $5,000 |
| IDEOORG | ||||||
| 444 SPEAR STREET STE 213 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $25,000 |
| TREE PEOPLE INC | ||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | PC | GENERAL SUPPORT | $10,000 |
| THE WILLOWS COMMUNITY SCHOOL | ||||||
| 8509 HIGUERA ST | CULVER CITY | CA | 90232 | PC | GENERAL SUPPORT | $200,000 |
| COMMUNITY PARTNERS | ||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,271,057 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE CHARLES BRONFMAN TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LEONARD M NELSON PO BOX 9729 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,950,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $9,608 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,608 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE/FREIGHT | $293 | $0 | $293 |
| BANK FEES | $93 | $0 | $93 |
| MISCELLANEOUS EXPENSES | $192 | $0 | $192 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLE - ST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,857 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES & LICENSES | CategoryTxt |
| Amt | $528 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $528 | DisbursementsCharitablePrpsAmt |
Comments