ANDREA AND CHARLES BRONFMAN: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANDREA AND CHARLES BRONFMAN (EIN 13-3984936)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349102229
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2016-11-14T14:42:16-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 Avenue of the Americas | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133984936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA AND CHARLES BRONFMAN | BusinessNameLine1Txt |
| Business Name Line2 | PHILANTHROPIES INC | BusinessNameLine2Txt |
| 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 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey Solomon | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2129310100 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,870,015 | 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 | $2,171,999 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $294,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,188,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,613 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $437,621 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$66,853 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $486,542 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,983,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $307,099 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $486,542 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $939,614 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $103,115 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $20,623 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $767,756 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,294,928 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $42,776 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $65,360 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,034,287 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,040,869 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $104,091 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $40,051 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $693,899 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $162,572 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $53,648 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $128,261 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,357 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,673 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $32,788 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $66,571 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $325,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,258 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $75,000 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $187,701 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,074 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $265 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $41,879 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $140,024 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $46,208 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $15,145 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,671 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $330,267 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $65,232 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $265,035 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $131,649 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $62,441 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $69,208 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $335,949 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,591 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $55,180 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $228,178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,843,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $381,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $486,542 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,519,832 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,176,153 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,191,691 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,019,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $381,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $486,542 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,711,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,036,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,799,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,765 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $111,302 | AcctRcvblAmt |
| Acct Rcvbl BOY | $590,740 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $111,302 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $111,302 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $146,426 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $157,130 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33,291 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33,291 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $3,296,979 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,701,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,701,399 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $673,530 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $673,530 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,391 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $113,459 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,258 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,258 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,112,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,870,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,870,015 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $741,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $214,968 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $26,100 | DeferredRevenueBOYAmt |
| Loans From Officers BOY | $10,995,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $19,471,000 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $3,511,988 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,133,749 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,274,588 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,819,717 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | -$9,161,600 | UnrestrictedBOYAmt |
| Unrestricted EOY | -$21,670,832 | UnrestrictedEOYAmt |
| Temporarily Restricted EOY | $1,721,130 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$9,161,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$19,949,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,112,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,870,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$9,161,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,036,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $644,630 | OtherIncreasesAmt |
| Subtotal | -$19,553,264 | SubtotalAmt |
| Other Decreases | $396,438 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$19,949,702 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | $894,089 | $870,595 | $23,494 | $23,494 | |||
| Silver Creek Low Vol | $265,543 | $22,687 | $242,856 | $242,856 | P | 2014-01-01 | 2015-12-31 |
| OZ | $25,879 | $25,879 | $25,879 | P | 2014-01-01 | 2015-12-31 | |
| Perella Weinberg Oasis | $3,185 | $801 | $2,384 | $2,384 | P | 2014-01-01 | 2015-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,613 | 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 | $9,729,077 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,125,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.898078 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,856,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,083,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.095526 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,632,059 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,287,707 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.839065 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,675,790 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,500,221 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.716713 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,795,072 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,038,586 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.584834 | DistributionYr5Rt |
| Total Distribution | 5.134216 | TotalDistributionRt |
| Average Distribution | 1.026843 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,144,347 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,255,594 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,255,594 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,711,523 | 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 | $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 | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,000 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | 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 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| 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 | 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 | 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 (9 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles R Bronfman | ||||||||||||
| 249 Royal Palm Way | Palm Beach | FL | 33480 | Chairman | 2.00 | $0 | $0 | $0 | ||||
| Ellen Bronfman Hauptman | ||||||||||||
| 445 Park Ave | new york | NY | 10022 | Successor CoChair | 1.00 | $0 | $0 | $0 | ||||
| Stephen Bronfman | ||||||||||||
| 445 Park Ave | new york | NY | 10022 | Successor CoChair | 1.00 | $0 | $0 | $0 | ||||
| Jeffrey Solomon | ||||||||||||
| 445 Park Ave | new york | NY | 10022 | President | 50.00 | $633,700 | $52,972 | $18,000 | ||||
| Richard Doyle | ||||||||||||
| 445 Park Ave | new york | NY | 10022 | Treasurer | 1.00 | $0 | $0 | $0 | ||||
| Janet Aviad | ||||||||||||
| SVP Israel Programs | 50.00 | $85,000 | $0 | $0 | 1 Marcus Street | Jerusalem | Jerusalem | IS | ||||
| John Hoover | ||||||||||||
| 445 Park Ave | new york | NY | 10022 | SVP Finance & Admin | 12.00 | $70,811 | $7,263 | $0 | ||||
| Sharna Goldseker | ||||||||||||
| 445 Park Ave | new york | NY | 10022 | VP | 50.00 | $99,050 | $38,465 | $0 | ||||
| William Powers | ||||||||||||
| 445 Park Ave | new york | NY | 10022 | Secretary | 8.00 | $51,053 | $4,414 | $0 | ||||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Barbara Plotnick | ||||||||
| 445 Park Ave Ste 16A | new york | NY | 10022 | Exec. Assistant | 40.00 | $122,300 | $23,106 | $0 |
| Jill Indyk | ||||||||
| 445 Park Ave Ste 16A | new york | NY | 10022 | Ex Director CRB Priz | 10.00 | $55,285 | $26,323 | $0 |
| Daniella oristan york | ||||||||
| 445 Park Ave Ste 16A | new york | NY | 10022 | Director Slingshot | 40.00 | $67,667 | $11,892 | $0 |
| Amanda Levine | ||||||||
| 445 Park Ave Ste 16A | new york | NY | 10022 | Program Associate | 40.00 | $62,085 | $2,724 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Holland and Knight LLP | |||||
| PO Box 864084 | orlando | FL | 32886 | legal | $137,289 |
| cohnreznick llp | |||||
| 1212 avenue of the americas | new york | NY | 10036 | Accounting & Tax | $78,105 |
| 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 | $156,514 | 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 | $1,191,884 | 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 | $726,398 | Expenses3Amt |
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 | $3,485,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $721,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,207,459 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,207,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,144,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,217 | 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 | $12,711,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,711,523 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,711,523 | 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 | $0 | CurrentYearAmt |
| Year1 | $256,288 | Year1Amt |
| Year2 | $243,190 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $499,478 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $217,845 | Year1Amt |
| Year2 | $206,712 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $424,556 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,711,523 | CurrentYearAmt |
| Year1 | $9,730,073 | Year1Amt |
| Year2 | $8,856,939 | Year2Amt |
| Year3 | $8,641,197 | Year3Amt |
| Total | $39,939,732 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,191,691 | CurrentYearAmt |
| Year1 | $5,175,585 | Year1Amt |
| Year2 | $1,926,001 | Year2Amt |
| Year3 | $2,385,324 | Year3Amt |
| Total | $18,678,601 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,519,832 | CurrentYearAmt |
| Year1 | $4,554,488 | Year1Amt |
| Year2 | $6,930,938 | Year2Amt |
| Year3 | $6,255,873 | Year3Amt |
| Total | $21,261,131 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $138,145 | CurrentYearAmt |
| Year1 | $170,859 | Year1Amt |
| Year2 | $269,463 | Year2Amt |
| Year3 | $342,923 | Year3Amt |
| Total | $921,390 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Charles R Bronfman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2164 Inc | |||||||||||
| 445 Park Avenue Suite 16A | New York | NY | 10022 | PC | Support of a Prize in the field of Arts & Culture in Honor of the Late Andrea Bronfman | $1,050,242 | |||||
| Ackerman Institute for the Family | |||||||||||
| 936 Broadway 2nd Floor | New York | NY | 10010 | PC | General support (Center for Children and Relational Trauma) | $10,000 | |||||
| Agahozo-Shalom Youth Village | |||||||||||
| 498 Seventh Avenue 15th Floor | New York | NY | 10018 | PC | An unrestricted grant to further the donee's exempt purpose | $5,000 | |||||
| Alzheimer's Association | |||||||||||
| 225 North Michigan Avenue 17th | Chicago | IL | 60601 | PC | Donation in memory of Peter Grad - memorial fund | $500 | Floor | ||||
| American Cancer Society | |||||||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | An unrestricted grant to further the donee's exempt purpose | $25 | |||||
| American Committee for the Tel Aviv Foundation Inc | |||||||||||
| 1201 Broadway Suite 802 | New York | NY | 10001 | PC | support of the Tel Aviv Museum of Art | $31,500 | |||||
| American Friends of Beit Hatfutsot | |||||||||||
| 633 Third Avenue 21st Floor | New York | NY | 10017 | PC | Support of Beit Hatfutsot in Israel | $41,667 | |||||
| American Friends of Hebrew University | |||||||||||
| 1 Battery Park Plaza 25th Floor | New York | NY | 10004 | PC | In support of faculty recruitment | $100,000 | |||||
| American Friends of Tel Aviv University | |||||||||||
| 39 Broadway 15th Floor | New York | NY | 10006 | PC | Support of the Institute for National Security Studies (INSS) | $75,000 | |||||
| American Friends of the Israel Democracy Institute | |||||||||||
| 1266 West Paces Ferry Road Suite | Atlanta | GA | 30327 | PC | An unrestricted grant to further the donee's exempt purpose | $50,000 | 615 | ||||
| American Friends of the Israel Museum | |||||||||||
| 500 Fifth Avenue Suite 2540 | New York | NY | 10110 | PC | Support of International Council - June 2015 fundraiser | $65,000 | |||||
| American Friends of the Israel Philharmonic | |||||||||||
| 122 East 42nd Street Suite 4507 | New York | NY | 10168 | PC | Renovation of Bronfman Auditorium Pledge | $1,600,000 | |||||
| American Jewish Committee | |||||||||||
| 165 East 56th Street | New York | NY | 10022 | PC | An unrestricted grant to further the donee's exempt purpose | $15,000 | |||||
| American Jewish Historical Society | |||||||||||
| 151 West 16th Street | New York | NY | 10011 | PC | Support of 2015 Emma Lazarus Statue of Liberty Award Dinner(no attendees) | $5,000 | |||||
| American Jewish Joint Distribution Committee | |||||||||||
| 711 Third Avenue | New York | NY | 10017 | PC | Support of the JDC Inter Agency Task Force | $64,000 | |||||
| Anti-Defammation League | |||||||||||
| 605 Third Avenue | New York | NY | 10158 | PC | Support of Event honoring Abraham Foxman (no attendees) | $1,800 | |||||
| Artis Contemporary Israeli Art Fund Inc | |||||||||||
| 401 Broadway Suite 803 | New York | NY | 10013 | PC | An unrestricted grant to further the donee's exempt purpose | $10,000 | |||||
| Bezalel Academy of Arts and Design | |||||||||||
| PC | Support of Voices of Peace Choir | $10,000 | Mount Scopus PO Box 24046 | Jerusalem | israel | IS | |||||
| Birthright israel Foundation | |||||||||||
| 33 East 33rd Street 7th Floor | New York | NY | 10016 | PC | Support in honor of Irwin Levy and in support of sending French young adults to Israel in Summer 201 | $795,699 | |||||
| Boston College Law School | |||||||||||
| 885 Centre Street | Newton | MA | 02459 | PC | Support of the Forum on Philanthropy and the Public Good | $5,000 | |||||
| Boys Club of New York | |||||||||||
| 287 East 10th Street | New York | NY | 10009 | PC | An unrestricted grant to further the donee's exempt purpose | $250 | |||||
| Brandeis University | |||||||||||
| 415 South Street Mail Stop 100 | Waltham | MA | 02453 | PC | An unrestricted grant to further the donee's exempt purpose | $765,000 | |||||
| Breast Cancer Research Foundation | |||||||||||
| 60 East 56th Street 8th Floor | New York | NY | 10022 | PC | Support of the Hot Pink Party April, 2015 | $50,000 | |||||
| buildOn | |||||||||||
| 800 Long Ridge Road 2nd Floor | Stamford | CT | 06902 | PC | donation in support of the 2015 Gala (no attendees) | $2,000 | |||||
| Cancer Research Institute | |||||||||||
| One Exchange Plaza 55 Broadway | New York | NY | 10006 | PC | Support of the CRI/Irvington Fellowship Program | $25,000 | |||||
| Center for Enriched Living | |||||||||||
| 280 Saunders Road | Riverwoods | IL | 60015 | PC | Support of April 2015 Chef's Night Event | $5,000 | |||||
| Center for Entrepreneurial Jewish Philanthropy | |||||||||||
| 435 Stratton Road | New Rochelle | NY | 10804 | PC | An unrestricted grant to further the donee's exempt purpose | $25,000 | |||||
| Central Park Conservancy | |||||||||||
| 14 East 60th Street New York | New York | NY | 10022 | PC | An unrestricted grant to further the donee's exempt purpose | $50,000 | |||||
| Central Synagogue Congregation Ahavath Chesed Shaar Hashomayim | |||||||||||
| 123 East 55th Street | New York | NY | 10022 | PC | Support of the Kol Nidre Appeal 2015 | $29,320 | |||||
| City Harvest | |||||||||||
| 575 Eighth Avenue 4th Floor | New York | NY | 10018 | PC | An unrestricted grant to further the donee's exempt purpose | $250 | |||||
| City Year Los Angeles | |||||||||||
| 606 South Olive Street 2nd Floor | Los Angeles | CA | 90014 | PC | Donation in honor of Ellen and Andrew Hauptman's birthdays | $4,600 | |||||
| Citymeals-on-Wheels | |||||||||||
| 355 Lexington Avenue | New York | NY | 10017 | PC | An unrestricted grant to further the donee's exempt purpose | $2,500 | |||||
| Columbia University | |||||||||||
| 475 Riverside Drive Suite 964 | New York | NY | 10115 | PC | Support of the Columbia/Barnard Hillel Operating Endowment Fund | $100,000 | |||||
| Columbia University School of Social Work | |||||||||||
| 1255 Amsterdam Avenue Room 626 | New York | NY | 10027 | PC | Donation in memory of Donna Rosenthal | $500 | |||||
| Commission for Jewish Education of the Palm Beaches | |||||||||||
| 4601 Community Drive | West Palm Beach | FL | 33417 | PC | An unrestricted grant to further the donee's exempt purpose | $5,000 | |||||
| CRB Amutah for Involvement in Education | |||||||||||
| PC | On going support to pay the salaries of coordinators and operations of Project Involvement | $713,200 | 43 Emek Refaim Street | Jerusalem | israel | IS | |||||
| Dia Art Foundation | |||||||||||
| 535 West 22nd Street 4th Floor | New York | NY | 10011 | PC | Support of Spring Gala (no attendees) | $10,000 | |||||
| Disability Rights International | |||||||||||
| 1666 Connecticut Avenue NW | Washington | DC | 20009 | PC | An unrestricted grant to further the donee's exempt purpose | $20,000 | |||||
| Doctors Without Borders | |||||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | PC | An unrestricted grant to further the donee's exempt purpose | $2,500 | |||||
| DonorsChooseorg | |||||||||||
| 134 West 37th Street 11th Floor | New York | NY | 10018 | PC | Mighty Mustard Seed Project | $100 | |||||
| Entertainment Industry Foundation | |||||||||||
| 1900 Avenue of the Stars Suite 1400 | Los Angeles | CA | 90067 | PC | Donation in support of Stand Up to Cancer - In honor of Bud Selig | $1,800 | |||||
| FJC - A Foundation of Donor Advised Funds | |||||||||||
| 520 Eighth Avenue 20th Floor | New York | NY | 10018 | PC | Support of The Jewish Week (The Conversation) | $45,000 | |||||
| Foundation Rwanda | |||||||||||
| 75 Varick Street 5th Floor | New York | NY | 10013 | PC | An unrestricted grant to further the donee's exempt purpose | $5,000 | |||||
| Friends of the Israel Defense Forces - Western Region | |||||||||||
| 6505 Wilshire Blvd Suite 625 | Los Angeles | CA | 90048 | PC | Support of the 2015 Western Region Gala (no attendees) | $50,000 | |||||
| Friends of the Salk School of Science | |||||||||||
| 320 East 29th Street | New York | NY | 10003 | PC | An unrestricted grant to further the donee's exempt purpose | $250 | |||||
| Friends of United Hatzalah | |||||||||||
| 108 East 51st Street Suite 303 | New York | NY | 10022 | PC | Support In honor of Bonnie and Steven Stern's Celebration of Life | $700 | |||||
| Gift of Life Bone Marrow Foundation | |||||||||||
| 800 Yamato Road Suite 101 | Boca Raton | FL | 33431 | PC | An unrestricted grant to further the donee's exempt purpose | $10,000 | |||||
| Greater Miami Jewish Federation | |||||||||||
| 4200 Biscayne Blvd | Miami | FL | 33137 | PC | An unrestricted grant to further the donee's exempt purpose | $10,000 | |||||
| Harlem Village Academies | |||||||||||
| 35 West 124th Street Floor 5 | New York | NY | 10027 | PC | Support of elementary school | $80,000 | |||||
| Hiddush - Freedom of Religion for Israel Inc | |||||||||||
| 85 4th Avenue Suite 800 | New York | NY | 10003 | PC | An unrestricted grant to further the donee's exempt purpose | $25,000 | |||||
| Hillel-The Foundation for Jewish Campus Life | |||||||||||
| 800 Eighth Avenue | NW Washington | DC | 20001 | PC | Support of 9th Annual Hillel Renaissance Award Event (no attendees) | $195,000 | |||||
| Hospice Foundation of Palm Beach County Inc | |||||||||||
| 139 North County Road | Palm Beach | FL | 33480 | PC | Support of their Gala (no one attending) | $1,000 | |||||
| Hospital for Special Surgery | |||||||||||
| 535 East 70th Street | New York | NY | 10021 | PC | Donation in memory of the late Dr. Leon Root | $1,000 | |||||
| Human Rights First | |||||||||||
| 75 Broad Street 31st Floor | New York | NY | 10004 | PC | Support of the 2015 Human Rights First Dinner (no attendees) | $5,000 | |||||
| Icahn School of Medicine at Mount Sinai | |||||||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | PC | Support of the Bronfman Personalized Medicine Research Programme | $1,000,000 | |||||
| Israel Guide Dog Center for the Blind | |||||||||||
| 968 Easton Road Suite H | Warrington | PA | 18976 | PC | An unrestricted grant to further the donee's exempt purpose | $10,000 | |||||
| Israel Initiatives 2020 Inc | |||||||||||
| c/o Bank Leumi 562 Fifth Avenue | New York | NY | 10036 | PC | Support of the Israel Initiatives ii 2020 Inc. | $25,000 | |||||
| Israel Policy Forum | |||||||||||
| 140 West 57th Street Suite 6C | New York | NY | 10019 | PC | An unrestricted grant to further the donee's exempt purpose | $215,000 | |||||
| Jerusalem Shelter for Battered Women | |||||||||||
| PC | Support of Woman to Woman Program | $4,000 | POB 10403 | Jerusalem | israel | IS | |||||
| Jewish Agency for Israel North American Council | |||||||||||
| c/o Gardner/Mills Grp 1101 30th St | Washington | DC | 20007 | PC | Support of Visionary Leadership Dinner (no attendees) | $5,000 | |||||
| Jewish Communal Service Association | |||||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | An unrestricted grant to further the donee's exempt purpose | $25,000 | |||||
| Jewish Community Center in Manhattan | |||||||||||
| 334 Amsterdam Avenue | New York | NY | 10023 | PC | Support of Annual Benefit (no attendees) | $5,000 | |||||
| Jewish Community Center of Staten Island | |||||||||||
| 1466 Manor Road | Staten Island | NY | 10314 | PC | support of the June 7th Gala Tribute Dinner (no attendees) | $3,000 | |||||
| Jewish Federation of North America | |||||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | Support of the Social Venture Fund for Jewish Arab Equality | $50,000 | |||||
| Jewish Federation of Palm Beach County | |||||||||||
| 4601 Community Drive | West Palm Beach | FL | 33417 | PC | Donation in memory of Florence Greenberg | $380,500 | |||||
| Jewish Funders Network | |||||||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | PC | An unrestricted grant to further the donee's exempt purpose | $175,000 | |||||
| Jewish Jumpstart | |||||||||||
| 2801 Ocean Park Blvd 348 | Santa Monica | CA | 90405 | PC | Support of the creation of a policy library | $20,000 | |||||
| Jewish Theological Seminary | |||||||||||
| 3080 Broadway Box 30 | New York | NY | 10027 | PC | Donation in support of the Falk Rabbinical School Scholarship -in memory of Charlotte Falk | $500 | |||||
| Judaism and Democracy Action Alliance of North America | |||||||||||
| 364 West 117th Street Apt 4C | New York | NY | 10026 | PC | Support of the work of Michael Melchior | $55,000 | |||||
| Keren Karev | |||||||||||
| PC | Donation to support Israel Nature and Parks Protection Authority | $62,000 | 1 Marcus Street | Jerusalem | israel | IS | |||||
| Kivunim | |||||||||||
| 300 Central Park West Apt 12J2 | New York | NY | 10024 | PC | An unrestricted grant to further the donee's exempt purpose | $5,000 | |||||
| Kravis Center for the Performing Arts | |||||||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | PC | An unrestricted grant to further the donee's exempt purpose | $5,500 | |||||
| Lincoln Center for the Performing Arts | |||||||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | PC | Support of Lincoln Centers Fall Gala (no attendees) | $10,000 | |||||
| Little Red School House & Elisabeth Irwin High School | |||||||||||
| 272 Sixth Avenue | New York | NY | 10014 | PC | An unrestricted grant to further the donee's exempt purpose | $250 | |||||
| Mayor's Fund to Advance New York City | |||||||||||
| 253 Broadway 6th Floor | New York | NY | 10007 | PC | donation in support of Lindsay's 50th | $5,000 | |||||
| Metropolitan Museum of Art | |||||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | PC | An unrestricted grant to further the donee's exempt purpose | $180 | |||||
| Morrison Garden 2014 | |||||||||||
| PC | Support of a Prize in the field of Arts & Culture in Honor of the Late Andrea Bronfman | $17,703 | 1 Marcus Street | Jerusalem | israel | IS | |||||
| MorseLife Foundation | |||||||||||
| 4847 Fred Gladstone Drive | West Palm Beach | FL | 33417 | PC | Support of Electronic Alert System for at risk seniors | $15,000 | |||||
| Mount Sinai Crystal Party | |||||||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | PC | Support of the Crystal Party Gala (no one attending) | $2,500 | |||||
| Mount Sinai Medical Center | |||||||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | PC | Donation in memory of Isabel May | $1,000 | |||||
| Musicians on Call | |||||||||||
| 39 West 32nd Street Suite 1103 | New York | NY | 10001 | PC | An unrestricted grant to further the donee's exempt purpose | $10,000 | |||||
| National Center for Hebrew Language Charter School Excellence | |||||||||||
| 729 Seventh Avenue 9th Floor | New York | NY | 10019 | PC | An unrestricted grant to further the donee's exempt purpose | $10,000 | |||||
| National Center Hebrew Language Charter | |||||||||||
| 729 Seventh Avenue 9th Fl | New York | NY | 10019 | PC | Support of a Prize in the field of Arts & Culture in Honor of the Late Andrea Bronfman | $10,000 | |||||
| National Museum of American Jewish History | |||||||||||
| 101 South Independence Mall | Philadelphia | PA | 19106 | PC | Support of public school visitation and outreach programs | $10,000 | |||||
| New York Botanical Garden | |||||||||||
| 2900 Southern Blvd | Bronx | NY | 10458 | PC | An unrestricted grant to further the donee's exempt purpose | $220 | |||||
| New York Junior Tennis League | |||||||||||
| 485 Lexington Avenue 3rd Floor | New York | NY | 10017 | PC | Support of Cary Leeds Center for Tennis and Learning | $10,000 | |||||
| North Fork Animal Welfare League | |||||||||||
| PO Box 297 | Southhold | NY | 11971 | PC | An unrestricted grant to further the donee's exempt purpose | $1,712 | |||||
| Norton Museum of Art | |||||||||||
| 1451 South Olive Avenue | West Palm Beach | FL | 33401 | PC | Support of Diamond Gala (no attendees) | $15,000 | |||||
| NYU Langone Medical Center | |||||||||||
| One Park Avenue 17th Floor | New York | NY | 10016 | PC | Support of Violet Ball (no attendees) | $10,000 | |||||
| Opportunity Inc | |||||||||||
| 1713 Quail Drive | West Palm Beach | FL | 33409 | PC | Support of the Scholarship Ball (no attendees) | $13,000 | |||||
| Orchestra of St Luke's | |||||||||||
| 450 West 37th Street Suite 502 | New York | NY | 10018 | PC | Support of 40th Anniversary Gift of Music Gala (no attendees) | $2,500 | |||||
| Palm Beach Civic Association | |||||||||||
| 139 North County Road Suite 33 | Palm Beach | FL | 33480 | PC | An unrestricted grant to further the donee's exempt purpose | $4,750 | |||||
| Palm Beach Country Club Foundation | |||||||||||
| 760 North Ocean Blvd | Palm Beach | FL | 33480 | PC | An unrestricted grant to further the donee's exempt purpose | $1,000 | |||||
| Palm Beach Synagogue | |||||||||||
| 120 North County Road | Palm Beach | FL | 33480 | PC | Support of 21st Annual PB Synagogue Gala (no attendees) | $1,800 | |||||
| Peaceworks Network Foundation | |||||||||||
| PO Box 1577 | New York | NY | 10113 | PC | support of the One voice on campus initiative | $66,079 | |||||
| PEF Israel Endowment Funds Inc | |||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | PC | Support of Season of Culture Program | $150,000 | |||||
| Peggy Adams Animal Rescue League | |||||||||||
| 3100/3200 North Military Trail | West Palm Beach | FL | 33409 | PC | An unrestricted grant to further the donee's exempt purpose | $250 | |||||
| Planned Parenthood - Palm Beach Area Inc | |||||||||||
| 2300 North Florida Mango Road | West Palm Beach | FL | 33409 | PC | Support of Stand Up Guys Event (no attendees) | $10,000 | |||||
| Publicolor | |||||||||||
| 149 Madison Avenue Suite 1201 | New York | NY | 10016 | PC | An unrestricted grant to further the donee's exempt purpose | $5,000 | |||||
| Racine Art Museum | |||||||||||
| 441 Main Street PO Box 187 | Racine | WI | 53401 | PC | An unrestricted grant to further the donee's exempt purpose | $10,000 | |||||
| Reboot Inc | |||||||||||
| 245 Russel Street Unit 20 | Hadley | MA | 01035 | PC | Support of the republication of ReBook: All of Us Together | $10,000 | |||||
| Rockefeller Philanthropy Advisors | |||||||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | PC | Support of the Theory of Foundations Project | $30,000 | |||||
| Skowhegan School of Painting and Sculpture | |||||||||||
| 136 West 22nd Street New York | New York | NY | 10011 | PC | Donation in honor of Jan Aronson | $250 | |||||
| Slingshot Fund | |||||||||||
| 25 Broadway 9th Floor | New York | NY | 10004 | PC | Support of the Slingshot Fund | $1,000 | |||||
| Society of the Four Arts | |||||||||||
| 2 Four Arts Plaza | Palm Beach | FL | 33480 | PC | Support of the Annual Giving Program | $5,000 | |||||
| Stephen Wise Free Synagogue | |||||||||||
| 30 West 68th Street | New York | NY | 10023 | PC | Support of the Spring Benefit (no one attending) | $5,000 | |||||
| StorahtellingLabShul | |||||||||||
| 125 Maiden Lane Suite 8B | New York | NY | 10038 | PC | Donation in support of the Storahtelling/Labshul Initiative | $10,000 | |||||
| Temple Emanu-El of Palm Beach | |||||||||||
| 190 North County Road | Palm Beach | FL | 33480 | PC | Donation in support of their High Holy Day Appeal 2015 | $12,100 | |||||
| The Andy Prize | |||||||||||
| PC | Support of a Prize in the field of Arts & Culture in Honor of the Late Andrea Bronfman | $27,033 | 1 Marcus Street | Jerusalem | israel | IS | |||||
| The Associated Jewish Community Federation of Baltimore | |||||||||||
| 101 West Mt Royal Avenue | Baltimore | MD | 21201 | PC | Support of Pipelines Alliance Project | $125,000 | |||||
| The Association for Street Cats in Jerusalem | |||||||||||
| PC | Support of the care of street cats in Israel | $1,000 | 24a Yehoshua Bin Nun Street | Jerusalem | israel | IS | |||||
| The Foundation Center | |||||||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | PC | Grant in recognition and appreciation of their support during ACBP spend-down | $10,000 | |||||
| The Harold Grinspoon Foundation | |||||||||||
| 67 Hunt Street Suite 100 | Agawam | MA | 01001 | PC | Support of the PJ Library Program | $75,000 | |||||
| The Innocence Project | |||||||||||
| c/o CMI Events 1325 Sixth Ave 27th | new york | NY | 10019 | PC | support of 9th annual Innocence Project Benefit, 2015 (no attendees) | $2,500 | fl | ||||
| The Joyce Theater Foundation | |||||||||||
| 175 Eighth Avenue | New York | NY | 10011 | PC | Support of the Miami City Ballet at Lincoln Center | $50,000 | |||||
| The New Israel Fund | |||||||||||
| 437 Newtonville Ave Suite 4 | Newton | MA | 02460 | PC | Support of Naomi Fein and Leonard Fein Fund | $15,000 | |||||
| The Philanthropy Roundtable | |||||||||||
| 1730 M Street NW Suite 601 | Washington | DC | 20036 | PC | Support of annual membership which fosters excellence in philanthropy. | $5,000 | |||||
| The Public Theater | |||||||||||
| 425 Lafayette Street | New York | NY | 10003 | PC | An unrestricted grant to further the donee's exempt purpose | $65 | |||||
| Town of Palm Beach United Way | |||||||||||
| 44 Cocoanut Row Suite M-201 | Palm Beach | FL | 33480 | PC | Annual Support, 2015 | $10,000 | |||||
| UJA Federation of New York | |||||||||||
| 130 East 59th Street | New York | NY | 10022 | PC | An unrestricted grant to further the donee's exempt purpose | $150,000 | |||||
| University of Michigan | |||||||||||
| 109 Zina Pitcher Place | Ann Arbor | MI | 48109 | PC | Donation in memory of Alfred Taubman | $500 | |||||
| Whitney Museum of American Art | |||||||||||
| 99 Gansevoort Street | New York | NY | 10014 | PC | An unrestricted grant to further the donee's exempt purpose | $146 | |||||
| WLIW21 | |||||||||||
| PO Box 2100 | New York | NY | 10116 | PC | An unrestricted grant to further the donee's exempt purpose | $250 | |||||
| World ORT Inc | |||||||||||
| 1745 Broadway 17th Floor | New York | NY | 10019 | PC | Support In honor of the 60th birthday of Jean de Gunzberg | $31,000 | |||||
| WXEL | |||||||||||
| PO Box 6607 | West Palm Beach | FL | 33405 | PC | An unrestricted grant to further the donee's exempt purpose | $1,000 | |||||
| Young Concert Artists Inc | |||||||||||
| 250 West 57th Street Room 122 | New York | NY | 10107 | PC | Donation in memory of Dr. Joel Goldin | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,191,691 | 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 | $486,542 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $294,613 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| Tax Refund | $17,932 | ||
| Morrison fund Passthrough | 18 | -$60,250 | |
| Other Investment Loss | 18 | -$6,603 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $307,099 | ExclusionAmt |
| Related Or Exempt Function Incm | $504,474 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $811,573 | 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 |
|---|---|
| 1a | these amounts are fee received for ACBP's various programs. |
| 11a | This amount represents a tax refund |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Circle of Service Foundation | ||||||||||
| 1 | 30 S Wacker Dr Suite 2500 | Chicago | IL | 60606 | $60,000 | Yes (X) | ||||
| Frieda C Fox Family Fdn Youth Phila | ||||||||||
| 2 | 12411 Ventura Blvd | Studio City | CA | 91604 | $25,000 | Yes (X) | ||||
| Jewish Community federation and End | ||||||||||
| 3 | 121 Steuart Street | San Francisco | CA | 94105 | $25,000 | Yes (X) | ||||
| Phyllis Lambert 2005 Trust | ||||||||||
| 4 | 10 S Dearborn IL1-0111 | Chicago | IL | 60603 | $1,186,000 | Yes (X) | ||||
| The Charles Bronfman Trust | ||||||||||
| 5 | $800,000 | Yes (X) | 1170 Peel Street 8th Fl | Montreal | Quebec | CA | ||||
| The Gottesman Fund | ||||||||||
| 6 | 1818 N St NW 400 | Washington | DC | 20036 | $75,000 | Yes (X) | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CohnReznick LLP | $78,105 | $15,465 | $25,775 | $52,332 |
| PWC | $21,252 | $4,208 | $7,013 | $14,239 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|
| Bezalel Academy of Arts and Design | ||||||||
| Mount Scopus PO Box 24046 | Jerusalem | israel | IS | 2015-12-31 | $10,000 | An unrestricted grant to further the donee's exempt purpose | $10,000 | The foundation has no reason to doubt the accuracy or reliability of the reports from the grantee. |
| CRB Amutah for Involvement in Education | ||||||||
| 43 Emek Refaim Street | Jerusalem | israel | IS | 2015-12-31 | $713,200 | On going support to pay the salaries of coordinators and operations of Project Involvement. | $713,200 | The foundation has no reason to doubt the accuracy or reliability of the reports from the grantee. |
| Jerusalem Shelter for Battered Women | ||||||||
| POB 10403 | Jerusalem | israel | IS | 2015-12-31 | $4,000 | Support of Woman to Woman Program | $4,000 | 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 | 2015-12-31 | $62,000 | To support 2 programs:1) to support Israel nature and parks protection authority. 2) Support Aliza Olmert project | $62,000 | The foundation has no reason to doubt the accuracy or reliability of the reports from the grantee. |
| Morrison Garden 2014 | ||||||||
| 1 Marcus Street | Jerusalem | israel | IS | 2015-12-31 | $17,703 | CRB's share of Morrison Garden Expenses | $17,703 | 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 | 2015-12-31 | $27,033 | Support of a Prize in the field of Arts & Culture in Honor of the Late Andrea Bronfman | $27,033 | The foundation has no reason to doubt the accuracy or reliability of the reports from the grantee. |
| The Association for Street Cats in Jerusalem | ||||||||
| 24a Yehoshua Bin Nun Street | Jerusalem | israel | IS | 2015-12-31 | $1,000 | Support of the care of street cats in Israel | $1,000 | 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, SHARNA GOLDSEKER, AND WILLIAM POWERS RECEIVED COMPENSATION FOR THE YEAR ENDING DECEMBER 31, 2015. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,701,399 | BookValueAmt |
| EOYFMV | $2,701,399 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Holland & Knight LLP | $137,289 | $0 | $45,305 | $108,314 |
| Tzaly Rashef | $25,283 | $0 | $8,343 | $19,947 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM affiliates | $3,891 | $7,353 | $7,353 |
| Assets held for morrison fund | $109,568 | ||
| Book Publications | $4,905 | $4,905 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $396,438 | Amt |
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 |
|---|---|---|---|---|
| Insurance | $72,517 | $11,352 | $15,165 | $46,000 |
| Office supplies and Pantry | $124,311 | $19,460 | $10,923 | $93,928 |
| Development | $22,174 | $3,471 | $4,637 | $14,066 |
| Bank and Investment fees | $3,159 | $494 | $661 | $2,004 |
| Telephone and WEB Services | $62,051 | $9,714 | $12,976 | $39,361 |
| Program Services and Project Costs | $48,079 | $7,527 | $10,054 | $30,498 |
| Bad Debt Expense | $937 | $147 | $196 | $594 |
| Miscellaneous | $2,721 | $426 | $568 | $1,727 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM FEES | $486,542 | $486,542 | |
| Tax Refund | $17,932 | $0 | |
| Morrison fund Passthrough | -$60,250 | $0 | -$60,250 |
| Other Investment Loss | -$6,603 | $0 | -$6,603 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Changes in Pension | $640,507 |
| Exchange gains | $4,123 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION AND SEVERANCE | Desc |
| BOY Book Value | $3,511,988 | BOYBookValueAmt |
| EOY Book Value | $3,133,749 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (39 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Aran | $2,570 | $105 | $593 | $1,483 |
| Arpeedee | $20,000 | $815 | $4,612 | $11,541 |
| Arta | $286 | $12 | $66 | $165 |
| Assiciated Pension Consultant | $513 | $21 | $118 | $296 |
| Avi Arieli | $1,508 | $61 | $348 | $870 |
| Ayala Avni | $2,651 | $108 | $611 | $1,530 |
| BDO | $13,315 | $542 | $3,071 | $7,685 |
| Bottom Lign | $1,470 | $59 | $339 | $848 |
| Bridgespan | $75,000 | $3,056 | $17,294 | $43,280 |
| Campus | $5,796 | $236 | $1,336 | $3,345 |
| Centurion Group LLP | $1,242 | $51 | $286 | $717 |
| David Renrat | $381 | $16 | $88 | $220 |
| Elad serig | $1,466 | $60 | $338 | $846 |
| Gay Ben Aden | $22,553 | $919 | $5,200 | $13,015 |
| Globus and others | $5,200 | $212 | $1,199 | $3,001 |
| Hever Hametargemim | $561 | $23 | $129 | $324 |
| Ido Brom | $2,652 | $108 | $612 | $1,530 |
| Ilan Haim | $4,203 | $172 | $969 | $2,425 |
| Laurie Fink | $3,875 | $158 | $894 | $2,236 |
| Lign Cut | $560 | $23 | $129 | $323 |
| Morrison Fund | $49,451 | $2,016 | $11,402 | $28,537 |
| Nirit Nelson | $2,671 | $109 | $616 | $1,541 |
| Ohad Milshtein | $1,946 | $79 | $449 | $1,123 |
| Other | $67 | $3 | $15 | $38 |
| Peleg Yozmot | $6,696 | $273 | $1,544 | $3,864 |
| Peter Straumtsos | $2,600 | $106 | $600 | $1,500 |
| quikteks | $13,127 | $535 | $3,027 | $7,575 |
| Raz Rogovsky | $492 | $20 | $113 | $284 |
| Riphon Pharma Ltd. | $22,337 | $911 | $5,150 | $12,890 |
| Roni Shovinsky | $3,665 | $149 | $845 | $2,115 |
| RoundPeg | $3,500 | $143 | $807 | $2,020 |
| Segal Eshed | $4,692 | $191 | $1,082 | $2,708 |
| Shlomo Laks | $5,453 | $222 | $1,257 | $3,147 |
| Simon M Johnson | $1,522 | $62 | $351 | $878 |
| Solaris Advisors | $10,099 | $412 | $2,329 | $5,828 |
| Steinmatz Aminach | $730 | $30 | $168 | $421 |
| TriNet Ambrose | $14,327 | $584 | $3,303 | $8,267 |
| USI Consulting Group | $15,017 | $612 | $3,463 | $8,666 |
| Victor Ben Alteva | $1,072 | $44 | $247 | $619 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Sales Tax | $1,074 | $0 | $1,074 | $0 |
| State Filing fees | $265 | $0 | $0 | $265 |