ANDREA AND CHARLES BRONFMAN: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANDREA AND CHARLES BRONFMAN (EIN 13-3984936)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349101458
- Schema version
- 2013v3.0
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T10:41:55-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133984936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 2129310100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 PARK AVENUE NO 16 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SOLOMON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129310100 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00851654 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,868,603 | 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 | $934,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $117 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $117 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,282 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $470,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,197,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $470,203 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $896,561 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $896,561 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,333,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $502,602 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $896,561 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,145,301 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $91,381 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $91,381 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,053,920 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,562,775 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $175,178 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $291,963 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,270,812 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $302,866 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $25,441 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $16,961 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $565,511 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,116 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $62,540 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,698 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,132 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $67,295 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $599,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,110 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $87,763 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $512,144 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,648 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,648 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $59,183 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $35,510 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $23,673 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $105,358 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $37,174 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $61,956 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $43,402 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $400,609 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $38,548 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $362,061 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $147,411 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $15,530 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $131,881 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $319,266 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,726 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $17,816 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $274,724 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,783,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $420,218 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $653,371 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,344,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,234,257 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,179,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,017,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $420,218 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $653,371 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,523,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,684,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $243,190 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,428,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,395,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,395,605 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $603,725 | AcctRcvblAmt |
| Acct Rcvbl BOY | $252,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $603,725 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $603,725 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $188,521 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $182,717 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $188,521 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $188,521 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $249,825 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $163,699 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $163,699 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $7,132,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,999,441 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,999,441 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $209,597 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $199,888 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,364 | LandBOYAmt |
| Land EOY | $9,709 | LandEOYAmt |
| Land EOYFMV | $9,709 | LandEOYFMVAmt |
| Other Assets BOY | $846,387 | OtherAssetsBOYAmt |
| Other Assets EOY | $507,903 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $507,903 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,111,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,868,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,868,603 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $626,724 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $689,590 | AccountsPayableEOYAmt |
| Grants Payable BOY | $50,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $100,000 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $120,099 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $29,458 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable EOY | $4,600,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $3,252,618 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,889,348 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,049,441 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,308,396 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,062,125 | UnrestrictedBOYAmt |
| Unrestricted EOY | -$439,793 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,062,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$439,793 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,111,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,868,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,062,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,684,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $395,420 | OtherIncreasesAmt |
| Subtotal | -$226,514 | SubtotalAmt |
| Other Decreases | $213,279 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$439,793 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| TACONIC OPPORTUNITIES FUND | P | 2013-01-01 | 2013-12-31 | $1,177 | $1,177 | $1,177 | |
| PERELLA WEINBURG OASIS | P | 2013-01-01 | 2013-12-31 | $66,617 | $26,110 | $26,110 | $40,507 |
| CARYLE | P | 2013-01-01 | 2013-12-31 | $713 | $713 | $713 | |
| OZ | P | 2013-01-01 | 2013-12-31 | $3,546,525 | $382,790 | $382,790 | $3,163,735 |
| PUBLICLY TRADED SECURITIES | 2013-01-01 | 2013-12-31 | $2,582,355 | $59,413 | $59,413 | $2,522,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $470,203 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,632,059 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,287,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.839065 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,675,790 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,500,221 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.716713 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,795,072 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,038,586 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.584834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,391,356 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,053,389 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.566240 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,286,943 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,079,797 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.543738 | DistributionYr5Rt |
| Total Distribution | 3.250590 | TotalDistributionRt |
| Average Distribution | 0.650118 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,083,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,255,482 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $824 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,256,306 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,856,939 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,752 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,752 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,928 | OverpaymentAmt |
| Applied To ES Tax | $20,928 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.ACBP.NET | WebsiteAddressTxt |
| Individual With Books | JOHN HOOVER | IndividualWithBooksNm |
| Phone | 2129310100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 PARK AVENUE 16TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES R BRONFMAN | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | CHAIRMAN | 35.00 | $0 | $0 | $0 |
| ELLEN BRONFMAN HAUPTMAN | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | SUCCESSOR CO-CHAIR | 1.00 | $0 | $0 | $0 |
| STEPHEN BRONFMAN | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | SUCCESSOR CO-CHAIR | 1.00 | $0 | $0 | $0 |
| JEFFREY SOLOMON | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | PRESIDENT | 60.00 | $612,000 | $36,753 | $18,000 |
| RICHARD DOYLE | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | TREASURER | 1.00 | $0 | $0 | $0 |
| JANET AVIAD | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | SR. VP ISRAEL PROGRAMS | 50.00 | $82,540 | $0 | $0 |
| JOHN HOOVER | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | SR. VP FINANCE & ADMINISTRATION | 12.00 | $182,761 | $4,914 | $0 |
| JESSICA BALABAN | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | SVP NORTH AMERICAN PROGRAMS | 10.00 | $211,140 | $7,601 | $0 |
| SHARNA GOLDSEKER | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | VP | 50.00 | $250,000 | $19,419 | $0 |
| WILLIAM J POWERS | ||||||||
| 110 E 59TH STREET NO 26 FL | NEW YORK | NY | 10022 | SECRETARY | 8.00 | $57,217 | $12,875 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DANIELLA ORISTAN YORK | ||||||||
| 110 EAST 59TH STREET | NEW YORK | NY | 10022 | DIRECTOR SLINGSHOT S | 40.00 | $185,000 | $5,273 | $0 |
| BARBARA PLOTNICK | ||||||||
| 110 EAST 59TH STREET | NEW YORK | NY | 10022 | EXEC. ASSISTANT | 40.00 | $117,800 | $26,320 | $0 |
| YVONNE DEERY | ||||||||
| 110 EAST 59TH STREET | NEW YORK | NY | 10022 | PROGRAM DIRECTOR | 40.00 | $82,577 | $3,240 | $0 |
| JILL INDYK | ||||||||
| 110 EAST 59TH STREET | NEW YORK | NY | 10022 | EX DIRECTOR CRB PRIZ | 15.00 | $63,294 | $16,165 | $0 |
| BARBARA TAYLOR | ||||||||
| 110 EAST 59TH STREET | NEW YORK | NY | 10022 | DIRECTOR SLINGSHOT | 40.00 | $73,696 | $4,044 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRIFGESPAN GROUP INC | |||||
| 535 BOYLSTON ST 10 FL | BOSTON | MA | 02116 | ADVISORY AND PLANNING | $100,000 |
| COHNREZNICK LLP | |||||
| 1212 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | ACCOUNTING & TAX | $80,125 |
| JEWISH JUMPSTART | |||||
| 2801 OCEAN PARK BLVD 348 | SANTA MONICA | CA | 90405 | RESEARCH | $75,000 |
| GAIL HYMAN | |||||
| 16 NORTH CHASTSWORTH AVE | LARCHMONT | NY | 10538 | ADVISORY | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BIRTHRIGHT ISRAEL PROGRAM IS A PROGRAM TO PROVIDE RESEARCH, DEVELOPMENT, AND GRANTS IN SUPPORT OF BIRTHRIGHT ISRAEL AND THE BIRTHRIGHT ISRAEL FOUNDATION. | Description1Txt |
| Expenses1 | $347,385 | Expenses1Amt |
| Description2 | JEWISH PEOPLEHOOD - TO ENCOURAGE YOUNG PEOPLE TO STRENGTHEN THEIR KNOWLEDGE OF THEIR HERITAGE, HISTORY AND CULTURE, AS WELL AS SUPPORT PROGRAMS TO IMPROVE THE QUALITY OF LIFE IN ISRAEL. | Description2Txt |
| Expenses2 | $5,138,420 | Expenses2Amt |
| Description3 | THE CRB AMUTAH FOR INVOLVEMENT IN EDUCATION ("PROJECT INVOLVEMENT") - EDUCATIONAL REFORM PROGRAM IN ISRAEL THAT OFFERS ACTIVITIES TO SUPPLEMENT THE PUBLIC SCHOOL CURRICULUM. | Description3Txt |
| Expenses3 | $1,445,133 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KORET ISRAEL ECONOMIC DEVELOPMENT FUND, TEL AVIV, ISRAEL LOAN PROVIDED TO KIEDF TO EXPAND ITS PROGRAM OF SMALL BUSINESS AND MICRO-FINANCING LENDING PROGRAMS. | Description1Txt |
| Expenses1 | $333,334 | Expenses1Amt |
| Total | $333,334 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,881,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,325,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,206,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,206,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,083,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $404,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,523,605 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $333,334 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,856,939 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $824 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,856,115 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-07-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $243,190 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $243,190 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $206,712 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $206,712 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,856,939 | CurrentYearAmt |
| Year1 | $8,641,197 | Year1Amt |
| Year2 | $9,676,912 | Year2Amt |
| Year3 | $8,795,072 | Year3Amt |
| Total | $35,970,120 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,926,001 | CurrentYearAmt |
| Year1 | $2,385,324 | Year1Amt |
| Year2 | $4,531,605 | Year2Amt |
| Year3 | $3,857,821 | Year3Amt |
| Total | $12,700,751 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,930,938 | CurrentYearAmt |
| Year1 | $6,255,873 | Year1Amt |
| Year2 | $5,145,307 | Year2Amt |
| Year3 | $4,937,251 | Year3Amt |
| Total | $23,269,369 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $269,463 | CurrentYearAmt |
| Year1 | $342,923 | Year1Amt |
| Year2 | $450,007 | Year2Amt |
| Year3 | $501,286 | Year3Amt |
| Total | $1,563,679 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | SUPPORT OF THEIR 2013 SPRING GALA | $5,300 | ||||||
| ABRAHAM FUND INITIATIVES | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $9,612 | ||||||
| AGAHOZO-SHALOM YOUTH VILLAGE | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $4,500 | ||||||
| AMERICA-ISRAEL CULTURAL FOUNDATION | ||||||||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | PC | SUPPORT OF AICF = 7TH ANNIVERSARY GALA CONCERT | $2,500 | ||||||
| AMERICAN FRIENDS FOR THE PERES INSTITUTE FOR PEACE | ||||||||||||
| 200 SOUTH BISCAYNE BLVD SUITE 1680 | MIAMI | FL | 33131 | PC | DONATION IN HONOR OF SHIMON PERES' 90TH BIRTHDAY | $68,000 | ||||||
| AMERICAN FRIENDS OF BEIT HATFUTSOT | ||||||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10001 | PC | SUPPORT OF BEIT HATFUTSOT IN ISRAEL | $41,666 | ||||||
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||||||
| 1 BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | PC | SUPPORT OF THE ULPAN PROJECT | $254,000 | ||||||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||||||
| 39 BROADWAY 15TH FLOOR | NEW YORK | NY | 10036 | PC | SUPPORT OF THE TEL AVIV UNIVERSITY GALA HONORING HARVEY KRUEGER | $105,000 | ||||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10001 | PC | SUPPORT OF AVRAHAM HARMAN LEADERSHIP AWARD DINNER | $65,000 | ||||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 100174014 | PC | SUPPORT OF THE TYPHOON HAIYAN RELIEF EFFORT | $31,800 | ||||||
| ARTIS CONTEMPORARY ISRAELI ART FUND INC | ||||||||||||
| 85 FOURTH AVENUE SUITE 800 | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| AUTISM SPEAKS | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 100041010 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $50 | ||||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 100041010 | PC | SUPPORT OF THE BRIDGESPAN GROUP ENGAGEMENT | $62,500 | ||||||
| BRANDEIS UNIVERSITY | ||||||||||||
| 415 SOUTH STREET MAILSTOP 100 | WALTHAM | MA | 02454 | PC | SUPPORT OFJEWISH FUTURES STUDY | $135,000 | ||||||
| CENTER FOR ENRICHED LIVING | ||||||||||||
| 280 SAUNDERS ROAD | RIVERWOODS | IL | 60015 | PC | SUPPORT OF MAY 2013 CHEF'S NIGHT EVENT | $5,000 | ||||||
| CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY | ||||||||||||
| 320 EAST 20TH STREET | NEW YORK | NY | 10003 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $50,000 | ||||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10019 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $50,000 | ||||||
| CRB AMUTAH FOR INVOLVEMENT IN EDUCATION | ||||||||||||
| NC | ON GOING SUPPORT TO PAY THE SALARIES OF COORDINATORS AND OPERATIONS OF PROJECT INVOLVEMENT | $1,445,133 | 43 EMEK REFAIM STREET | JERUSALEM | JERUSALEM | IS | 92232 | |||||
| FJC - A FOUNDATION OF DONOR ADVISED FUNDS | ||||||||||||
| 520 EIGHTH AVENUE 20TH FLOOR | NEW YORK | NY | 10022 | PC | SUPPORT OF THE JEWISH WEEK GALA | $17,500 | ||||||
| FOCUSSED ULTRASOUND SURGERY FOUNDATION | ||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $25,000 | ||||||
| FOUNDATION FOR JEWISH CULTURE | ||||||||||||
| 330 SEVENTH AVENUE 21ST FLOOR | NEW YORK | NY | 10001 | PC | SUPPORT OF WRITING THE EVALUATION OF AMERICAN ACADEMY, JERUSALEM | $122,000 | ||||||
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $25,000 | ||||||
| FRIENDS OF KOL HANESHAMA | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $5,000 | ||||||
| GREATER MIAMI JEWISH FEDERATION INC | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC | ||||||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10017 | PC | SUPPORT OF A MUSIC PROGRAM AT HDASSAH MEDICAL CENTER IN ISRAEL | $25,000 | ||||||
| HARLEM VILLAGE ACADEMIES | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $50,000 | ||||||
| HARTLEY FILM FOUNDATION INC | ||||||||||||
| 49 RICHMONDVILLE AVENUE | WESTPORT | CT | 06880 | PC | SUPPORT OF THE FILM DELI MAN | $2,500 | ||||||
| HAZON | ||||||||||||
| 125 MAIDEN LANE SUITE 8B | NEW YORK | NY | 10006 | PC | SUPPORT OF STORAHTELLING | $1,500 | ||||||
| HIDE & SEEK FOUNDATION FOR LYSOSOMAL DISEASE RESEARCH | ||||||||||||
| 6475 EAST PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90803 | PC | DONATION IN SUPPORT OF SOAR - NPC | $3,600 | SUITE 466 | |||||
| HILLEL-THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 100222746 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $50,000 | ||||||
| INSTITUTE FOR AMERICA'S FUTURE | ||||||||||||
| 1825 K STREET NW SUITE 400 | WASHINGTON | DC | 20037 | PC | SUPPORT OF GALA CEREMENY HONORING MARGERY TABANKIN | $5,000 | ||||||
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 19106 | PC | SUPPORT OF EAST SIDE KENNEL EXPANSION | $27,000 | ||||||
| ISRAEL POLICY FORUM | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $25,000 | ||||||
| JDAA | ||||||||||||
| ANDREW SRULEVITCH - 364 WEST 117TH | NEW YORK | NY | 10017 | PC | IN SUPPORT OF JDAA'S INITIATIVES WITH MICHAEL MELCHIOR. | $50,000 | STREET APT 4C | |||||
| JEWISH COMMUNAL FUND | ||||||||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10017 | PC | SUPPORT OF THE MAIMONIDES FUND | $50,000 | ||||||
| JEWISH COMMUNAL SERVICE ASSOCIATION | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10006 | PC | SUPPORT OF SPECIAL EVENT IN HONOR OF MAX KLEIN | $12,500 | ||||||
| JEWISH COMMUNITY CENTER IN MANHATTAN | ||||||||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10018 | PC | SUPPORT OF THE JCC MANHATTAN ANNUAL BENEFIT MAY 7, 2013 | $5,000 | ||||||
| JEWISH FEDERATION OF NORTH AMERICA | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10018 | PC | SUPPORT OF THE ISRAEL ALS RESEARCH ASSOCIATION | $150,000 | ||||||
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10017 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $150,000 | ||||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10038 | PC | SUPPORT OF JEWISH FUNDERS NETWORK'S 2013 CONFERENCE | $125,000 | ||||||
| JEWISH HOME LIFECARE | ||||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | PC | SUPPORT TOWARD CONSTRUCTION OF A NEW BUILDING IN MANHATTAN | $100,000 | ||||||
| JUDAISM AND DEMOCRACY ACTION ALLIANCE OF NORTH AMERICA | ||||||||||||
| 364 WEST 117TH STREET | NEW YORK | NY | 10026 | PC | SUPPORT OF THE WORK OF MICHAEL MELCHIOR | $50,000 | ||||||
| KEREN KAREV | ||||||||||||
| NC | DONATION TO HEBREW UNIVERSITY FOR THE INTERNATIONAL CONFERENCE OF THE CENTER FOR THE STUDY OF PHILANTHROPIES. | $21,107 | 1 MARCUS STREET | JERUSALEM | JERUSALEM | IS | 92232 | |||||
| MAXINE AND JACK ZARROW FAMILY FOUNDATION | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $7,500 | ||||||
| MORSELIFE FOUNDATION | ||||||||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | PC | SUPPORT OF ELECTRONIC ALERT SYSTEM FOR AT RISK SENIORS | $15,000 | ||||||
| MUSICIANS ON CALL | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10004 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $7,500 | ||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY - NYC CHAPTER | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10026 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $72 | ||||||
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | PC | SUPPORT OF PUBLIC SCOOL VISITATION AND OUTREACH PROGRAMS | $10,000 | ||||||
| NATIONAL PHILANTHROPIC TRUST | ||||||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 19106 | PC | SUPPORT OF ISRAEL'S DECORATIVE ART FUND | $20,000 | ||||||
| PARENTS TEACHERS ASSOCIATION OF PS 40 | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10019 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $25 | ||||||
| PATRIOTS' PATH COUNCIL INC BOY SCOUTS OF AMERICA | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10026 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | PC | SUPPORT OF THE NEGEV INSTITUTE FOR STRATEGIES OF PEACE AND DEVELOPMENT -GENERAL SUPPORT | $32,500 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 100174014 | PC | SUPPORT OF THE THEORY OF FOUNDATIONS PROJECT | $20,000 | ||||||
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | ||||||||||||
| 254 WEST 31ST STREET 7TH FLOOR | NEW YORK | NY | 100174014 | PC | SUPPORT OF THE GALA ON MAY 21, 2013 HONOURING FJC | $2,500 | ||||||
| THE ANDY PRIZE | ||||||||||||
| NC | SUPPORT OF A PRIZE IN THE FIELD OF ARTS & CULTURE IN HONOR OF THE LATE ANDREA BRONFMAN | $34,000 | 1 MARCUS STREET | JERUSALEM | JERUSALEM | IS | 92232 | |||||
| THE BROOKINGS INSTITUTION | ||||||||||||
| 1775 MASSACHUSSETTS AVENUE | WASHINGTON | DC | 20036 | PC | SUPPORT OF THE CHARLES BRONFMAN FELLOWSHIP PROGRAM | $50,000 | ||||||
| THE CHILDREN'S AID SOCIETY | ||||||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | PC | SUPPORT OF THE WAGON ROAD SUMMER DAY CAMP | $2,600 | ||||||
| THE HAROLD GRINSPOON FOUNDATION | ||||||||||||
| 380 UNION STREET | WEST SPRING | MA | 01089 | PC | SUPPORT OF THE PJ LIBRARY PROGRAM | $75,000 | ||||||
| THE JEWISH EDUCATION PROJECT | ||||||||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | PC | SUPPORT OF THE JEWISH FUTURES CONFERENCE, 2013 | $1,800 | ||||||
| THE MOUNT SINAI MEDICAL CENTER | ||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10006 | PC | SUPPORT OF THE PRESIDENT'S FUND | $50,000 | ||||||
| THE NEW ISRAEL FUND | ||||||||||||
| 2100 M STREET NW SUITE 619 | WASHINGTON | DC | 20037 | PC | SUPPORT OF GREEN ENVIRONMENT FUND | $122,000 | ||||||
| THE PHILANTHROPY ROUNDTABLE | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $5,000 | ||||||
| THIRD SECTOR NEW ENGLAND | ||||||||||||
| 18 TREMONT STREET SUITE 700 | BOSTON | MA | 02108 | PC | SUPPORT OF RESOURCE GENERATION | $50 | ||||||
| UJA FEDERATION OF NEW YORK | ||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10017 | PC | CAMPAIGN GIFT 2013 | $250,000 | ||||||
| UNICORN CHILDREN'S FOUNDATION | ||||||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $5,000 | ||||||
| UNITED HOSPITAL FUND OF NEW YORK | ||||||||||||
| 1411 BROADWAY 12TH FLOOR | NEW YORK | NY | 10001 | PC | SUPPORT OF THE 2013 GALA HONORING PETER MAY | $5,000 | ||||||
| WORLD FAITHS DEVELOPMENT DIALOGUE INTERNATIONAL INC | ||||||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,179,315 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Related Or Exempt Function Incm | $875,046 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $470,203 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $21,515 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $502,602 | ExclusionAmt |
| Related Or Exempt Function Incm | $896,561 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,399,163 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | THIS REVENUE IS OTHER REVENUE RELATED TO THE ORGANIZATIONS EXEMPT PURPOSE |
| 1A | 21/64 IS AN ACBP PROGRAM PROVIDING CONSULTATIONS SPECIALIZING IN NEXT GENERATION AND MULTI-GENERATIONAL STRATEGIC PHILANTHROPY. AS FAMILIES ENGAGE THE NEXT GENERATION IN THEIR FOUNDATIONS, DONOR ADVISED FUNDS, AND OTHER FORMS OF FAMILY ENTERPRISE, THERE IS AN INCREASING NEED FOR COMMUNICATION AND MULTIGENERATIONAL COLLABORATION. 21/64 OFFERS COACHING AND PEER NETWORKS FOR NEXT GENERATION FUNDERS, CONSULTING SERVICES FOR MULTIGENERATIONAL FAMILIES AND FOUNDATIONS, AND SPEAKING ENGAGEMENTS AND TRAINING FOR INSTITUTIONS STRIVING TO ENGAGE THE NEXT GENERATION OF THEIR CLIENTS. ALL CONSULTATIONS INCLUDE 21/64 UNIQUELY-DEVELOPED RESOURCE TOOLS TO ASSIST INDIVIDUALS, FAMILIES AND ADVISORS DURING THESE TIMES OF GENERATIONAL TRANSITION. |
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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EDGAR BRONFMAN | ||||||
| 1 | 110 E 59TH STREET | NEW YORK | NY | 10022 | $43,700 | Yes (X) |
| JEWISH COMMUNITY FEDERATION AND END | ||||||
| 2 | WALL STREET STATION PO BOX 157 | NEW YORK | NY | 10268 | $15,000 | Yes (X) |
| THE CHARLES BRONFMAN TRUST | ||||||
| 3 | 110 E 59TH STREET | NEW YORK | NY | 10022 | $700,000 | Yes (X) |
| THE GOTTESMAN FUND | ||||||
| 4 | 437 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10022 | $50,000 | Yes (X) |
| ROY ZUCKERBERG | ||||||
| 5 | 110 E 59TH STREET | NEW YORK | NY | 10022 | $25,000 | Yes (X) |
| CANARY CHARITABLE FOUNDATION | ||||||
| 6 | 499 PARK AVE FL 26 | NEW YORK | NY | 10022 | $14,550 | Yes (X) |
| CIRCLE OF SERVICE FOUNDATION | ||||||
| 7 | PO BOX 8529 | NORTHFIELD | IL | 60093 | $50,000 | Yes (X) |
| JEAN DE GUNZBURG | ||||||
| 8 | 110 E 59TH STREET | NEW YORK | NY | 10022 | $14,550 | Yes (X) |
| NANCY AND STEPHEN GRAND | ||||||
| 9 | C/O 110 E 59TH STREET | NEW YORK | NY | 10022 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK LLP | CategoryTxt |
| Amt | $80,125 | Amt |
| Net Investment Income | $7,698 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,132 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $67,295 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| KAREV INITIATIVES IN EDUCATION | ||||||||||
| 43 EMEK RAFALM STREET | JERSALEM | ISRAEL | IS | 91083 | 2013-12-31 | $1,445,133 | ON GOING SUPPORT TO PAY THE SALARIES OF COORDINATORS AND OPERATIONS OF PROJECT INVOLVEMENT | $1,445,133 | 2013-12-31 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. |
| KEREN KAREV | ||||||||||
| 1 MARCUS STREET | JERUSALEM | ISRAEL | IS | 91083 | 2013-12-31 | $21,107 | DONATION TO HEBREW UNIVERSITY FOR THE INTERNATIONAL CONFERENCE OF THE CENTER FOR THE STUDY OF PHILANTHROPY | $21,107 | 2013-12-31 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. |
| THE ANDY PRIZE | ||||||||||
| 1 MARCUS STREET | JERUSALEM | ISRAEL | IS | 91083 | 2013-12-31 | $34,000 | SUPPORT OF A PRIZE IN THE FIELD OF ARTS & CULTURE IN HONOR OF THE LATE ANDREA BRONFMAN | $34,000 | 2013-12-31 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII-B, LINE 1A(4): | OFFICERS JEFFREY SOLOMON, JANET AVIAD, JOHN HOOVER, JESSICA BALABAN, SHARNA GOLDSEKER, AND WILLIAM POWERS RECEIVED COMPENSATION FOR THE YEAR ENDING DECEMBER 31, 2013. THIS AMOUNT REPRESENTS PAYMENT FOR THEIR SERVICES WITH REGARD TO THE FOUNDATION AND THE SERVICES IT PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT REQUIRED. |
| FORM 990-PF, PART VII-B, LINE 1A(2): | OFFICER CHARLES BRONFMAN PROVIDED A LOAN TO THE ORGANIZATION AT AN INTEREST RATE OF ZERO. DUE TO THE INTEREST RATE OF ZERO THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT REQUIRED. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $2,339,024 | $2,339,024 |
| PRIVATE EQUITY AND HEDGE FUNDS | FMV | $1,660,417 | $1,660,417 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TZALY RASHEF | $46,200 | $0 | $0 | $57,500 |
| PROSKAUER ROSE, LLP | $500 | $0 | $0 | $430 |
| HOLLAND AND KNIGHT, LLP | $11,416 | $0 | $0 | $4,610 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT | $666,667 | $333,334 | $333,334 |
| DUE FROM RELATED PARTIES | $8,600 | $21,616 | $21,616 |
| ASSETS HELD FOR MORRISON FUND | $171,120 | $152,953 | $152,953 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN EXCHANGE LOSS | Description |
| Amount | $213,279 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONFERENCES AND MEETINGS | $53,932 | $4,530 | $3,020 | $46,382 |
| INSURANCE | $94,169 | $7,910 | $5,273 | $80,985 |
| MINOR OFFICE EQUIPMENT, SUPPLIES AND PANTRY | $52,347 | $4,397 | $2,931 | $45,018 |
| BANK AND INVESTMENT FEES | $1,876 | $1,126 | $750 | $0 |
| TELEPHONE AND WEB SERVICES | $70,509 | $5,923 | $3,949 | $60,638 |
| POSTAGE AND COURIER | $16,092 | $1,352 | $901 | $13,839 |
| BAD DEBT EXPENSE | $14,096 | $1,184 | $789 | $12,123 |
| MISC | $16,245 | $304 | $203 | $15,739 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PROGRAM FEES | $875,046 | $875,046 |
| OTHER REVENUE | $21,515 | $21,515 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED LOSSES | $222,125 |
| CHANGES IN PENSION | $173,295 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION AND SEVERANCE | Desc |
| BOY Book Value | $3,252,618 | BOYBookValueAmt |
| EOY Book Value | $2,889,348 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (28 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| USI CONSULTING GROUP | $9,839 | $0 | $1,377 | $8,462 |
| DROPBOX | $198 | $0 | $28 | $170 |
| ARPEEDEE CONSULTING, INC | $20,000 | $0 | $2,800 | $17,200 |
| ASSOCIATED PENSION CONSULTANTS, INC | $505 | $0 | $71 | $434 |
| AARON HAROWWITZ CREATIVE | $7,340 | $0 | $1,028 | $6,312 |
| BRIDGESPAN GROUP, INC | $100,000 | $0 | $14,000 | $86,000 |
| ANNEMIEKE FARROW | $193 | $0 | $27 | $166 |
| LAURIE FINK | $27,950 | $0 | $1,720 | $26,230 |
| FOUNDATION CENTER | $25,000 | $0 | $3,500 | $21,500 |
| GAIL HYMAN | $60,000 | $0 | $4,100 | $55,900 |
| GBA STRATEGIES | $1,500 | $0 | $210 | $1,290 |
| JEWISH JUMPSTART | $75,000 | $0 | $10,500 | $64,500 |
| JILLIAN WAGENHEIM | $2,578 | $0 | $361 | $2,217 |
| KATHERINE LORENZ | $3,750 | $0 | $525 | $3,225 |
| REBECCA LEIBERMAN | $1,476 | $0 | $207 | $1,269 |
| MIK MOORE CONSULTING | $35,177 | $0 | $4,925 | $30,252 |
| NADIA ROUMANI | $1,500 | $0 | $210 | $1,290 |
| ROUNDPEG | $4,875 | $0 | $682 | $4,193 |
| REBECCA TROBE | $49,247 | $0 | $6,895 | $42,352 |
| FTCI | $21,110 | $21,110 | $21,110 | $0 |
| MORRISON FUND | $54,862 | $0 | $0 | $54,862 |
| YITZCHAK HILLMAN | $7,312 | $0 | $1,024 | $6,288 |
| SCHLOMO LAKS CO | $4,675 | $0 | $654 | $4,021 |
| YONATAN SCHIFF | $1,487 | $0 | $208 | $1,279 |
| PRICEWATERHOUSECOOPERS LLC | $7,575 | $0 | $1,060 | $6,515 |
| OTHER PROFESSIONAL FEES | $54,190 | $0 | $7,382 | $46,808 |
| AMBROSE TRINET | $21,245 | $0 | $2,974 | $18,271 |
| CENTURION GROUP, LLC | $1,323 | $0 | $185 | $1,138 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SALES TAX | $2,226 | $0 | $2,226 | $0 |
| STATE FILING FEES | $422 | $0 | $422 | $0 |
Comments