ANDREA MORRISON BRONFMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ANDREA MORRISON BRONFMAN CHARITABLE FOUNDATION (EIN 20-5730002)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-03-08
IRS object ID
201120679349100002
Schema version
2010v3.2
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)
Timestamp2011-03-08T09:55:03-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEISERMAZARS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1399 THORNALL STREETAddressLine1
CityEDISONCity
StateNJState
ZIP Code088372246ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205730002EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ANDREA MORRISON BRONFMAN CHARITABLEBusinessNameLine1
Business Name Line2FOUNDATION-%WEISERMAZARS LLP LOSOFSKYBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlANDRNameControl
Phone7325492800Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 THORNALL STREET 3RD FLRAddressLine1
CityEDISONCity
StateNJState
ZIP Code088372246ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePHILIPPA COHENName
TitleTRUSTEETitle
Phone7325492800Phone
Date Signed2011-03-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLISA OSOFSKYName
Phone7325492800Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY684410FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss793951ContriReceivedRevAndExpnss
Net Gain Sale Assets Rev And Expnss-83434NetGainSaleAssetsRevAndExpnss
Gross Sales Price301200GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses710517TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss7828AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2609AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps5219AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss50OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps50OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss7878TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2609TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps5269TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss249340ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps249340ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss257218TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2609TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps254609TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses453299ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY231111CashBOY
Cash EOY368210CashEOY
Cash EOYFMV368210CashEOYFMV
Accounts Receivable301200AccountsReceivable
Accounts Receivable EOY301200AccountsReceivableEOY
Accounts Receivable EOYFMV301200AccountsReceivableEOYFMV
Other Assets BOY0OtherAssetsBOY
Other Assets EOY15000OtherAssetsEOY
Other Assets EOYFMV15000OtherAssetsEOYFMV
Total Assets BOY231111TotalAssetsBOY
Total Assets EOY684410TotalAssetsEOY
Total Assets EOYFMV684410TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY231111RetainedEarningsBOY
Retained Earnings EOY684410RetainedEarningsEOY
Total Net Assets BOY231111TotalNetAssetsBOY
Total Net Assets EOY684410TotalNetAssetsEOY
Total Liabilities Net Assets BOY231111TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY684410TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY231111TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses453299ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal684410Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY684410TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetSALE OF DONATED JEWELRYDescriptionOfAsset
How AcquiredDHowAcquired
Date Acquired2010-01-01DateAcquired
Date Sold2010-12-07DateSold
Gross Sales Price301200GrossSalesPrice
Cost Or Other Basis384634CostOrOtherBasis
Gain Or Loss-83434GainOrLoss
Gains Minus Excess Or Losses-83434GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income-83434CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year14158QualifyingDistributionsYear1
Noncharitable Assets Year1229324NoncharitableAssetsYear1
Distribution Ratio Year10.018132DistributionRatioYear1
Qualifying Distributions Year258817QualifyingDistributionsYear2
Noncharitable Assets Year2100014NoncharitableAssetsYear2
Distribution Ratio Year20.588088DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year398500NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Total Distribution Ratio0.606220TotalDistributionRatio
Average Distribution Ratio0.202073AverageDistributionRatio
Net Noncharitable Assets295165NetNoncharitableAssets
Adjusted Noncharitable Assets59645AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One59645AdjNonchrtblAssetsAndOnePct
Qualifying Distributions254609QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1CO WEISERMAZARS LLP-LISA OSOFSKYBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7325492800BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1399 THORNALL STREET 3RD FLRAddressLine1
CityEDISONCity
StateNJState
ZIP Code088372246ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1ForeignAddress/AddressLine1Province Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowancesAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
ANTHONY J COHEN
50 POPLAR PLAINS ROADTORONTO, ONCATRUSTEE-AS REQUIRED1.00000
PHILIPPA J COHEN
TRUSTEE-AS REQUIRED1.00000400 W 12TH ST 4KNEW YORKNY10014
JEREMY D COHEN
TRUSTEE-AS REQUIRED1.000004 HAMPTON ROADSCARSDALENY10583
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances299660AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets299660TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets299660AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4495CashDeemedCharitable
Net Noncharitable Assets295165NetNoncharitableAssets
Minimum Investment Return14758MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return14758MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj14758DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded14758DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted14758DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions254609ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions254609QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions254609AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted14758DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year245199ExcessDistriCarryoverYear2
Total Excess Distri Carryover45199TotalExcessDistriCarryover
Qualifying Distributions254609QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year14758AppliedToCurrentYear
Remaining Distri From Corpus239851RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus285050TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year285050ExcessDistriCyovToNextYear
Excess From Year245199ExcessFromYear2
Excess From Current Year239851ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ANDREA & CHARLES BRONFMAN PHILANTHROPIES
110 EAST 59 STNEW YORKNY10022PRIVATE OPERATING FOTO ASSIST RECIPIENT WITH CONTINUATION OF ITS CHARITABLE PURPOSE$71,340
JEWISH COMMUNAL FUND
575 MADISON AVENEW YORKNY10022501(C)(3) PUBLIC CHATO ASSIST RECIPIENT WITH CONTINUATION OF ITS CHARITABLE PURPOSE$128,000
BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33 STNEW YORKNY10016501(C)(3) PUBLIC CHATO ASSIST RECIPIENT WITH CONTINUATION OF ITS CHARITABLE PURPOSE$50,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year249340TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code01ExclusionCode
Exclusion-$83,434ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion-$83,434ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-83434TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsNoncash Contribution TypeNoncashContributionTypePerson Contribution TypePersonContributionType
ESTATE OF A BRONFMAN
1WEISERMAZARS LLP 399 THORNALL STEDISONNJ08837399634X
ANDREA MORRISON BRONFMAN CHAR LEAD ANNUITY TRUST
2WEISERMAZARS LLP 399 THORNALL STEDISONNJ08837394317X

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property DescriptionJEWELRYNoncashPropertyDescription
Fair Market Value399634FairMarketValue
Date Received2010-01-01DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$7,828Amount
Net Investment Income2609NetInvestmentIncome
Disbursements Charitable Prps5219DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionJEWELRY - ESTATE OF A BRONFMANDescription
BOY Book Value0BOYBookValue
EOY Book Value15000EOYBookValue
EOYFMV15000EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionNY FILING FEEDescription
Revenue And Expenses Per Books50RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps50DisbursementsCharitablePrps

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