Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
 

Number and street (or P.O. box number if mail is not delivered to street address)445 PARK AVENUE NO 16 FL   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

13-3984936
B Telephone number (see instructions)

(212) 931-0100
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,112,988
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 1,243,173
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 127 127  
4 Dividends and interest from securities...... 65,602 65,602  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 441,880
b Gross sales price for all assets on line 6a 3,747,066
7 Capital gain net income (from Part IV, line 2)... 441,880
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 889,011 17,703 871,308
12 Total. Add lines 1 through 11........ 2,639,793 525,312 871,308
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,146,814 41,854 8,371 1,077,057
14 Other employee salaries and wages...... 1,521,073 182,730 118,666 1,216,523
15 Pension plans, employee benefits....... 1,644,930 117,475 78,327 793,663
16a Legal fees (attach schedule)......... 100,479 0 23,110 76,443
b Accounting fees (attach schedule)....... 99,037 23,028 22,779 60,657
c Other professional fees (attach schedule).... 638,095 11,854 77,895 548,349
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,027 0 1,027 0
19 Depreciation (attach schedule) and depletion... 54,020 0 54,020
20 Occupancy.............. 123,201 28,336 0 97,697
21 Travel, conferences, and meetings....... 447,411 0 147,680 299,731
22 Printing and publications.......... 99,285 0 9,971 89,314
23 Other expenses (attach schedule)....... 253,567 20,396 21,501 199,821
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,128,939 425,673 563,347 4,459,255
25 Contributions, gifts, grants paid........ 5,175,585 5,270,818
26 Total expenses and disbursements. Add lines 24 and 25 11,304,524 425,673 563,347 9,730,073
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,664,731
b Net investment income (if negative, enter -0-) 99,639
c Adjusted net income (if negative, enter -0-)... 307,961
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 2,395,605 1,799,863 1,799,863
3 Accounts receivable bullet590,740
Less: allowance for doubtful accounts bullet   603,725 590,740 590,740
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet146,426
Less: allowance for doubtful accounts bullet0 188,521 146,426 146,426
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 163,699 157,130 157,130
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,999,441 Click to see attachment3,296,979 3,296,979
14 Land, buildings, and equipment: basis bullet649,934
Less: accumulated depreciation (attach schedule) bullet641,543 9,709 8,391 8,391
15 Other assets (describe bullet) Click to see attachment507,903 Click to see attachment113,459 Click to see attachment113,459
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,868,603 6,112,988 6,112,988
Liabilities 17 Accounts payable and accrued expenses.......... 689,590 741,500
18 Grants payable.................. 100,000  
19 Deferred revenue.................. 29,458 26,100
20 Loans from officers, directors, trustees, and other disqualified persons 4,600,000 10,995,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,889,348 Click to see attachment3,511,988
23 Total liabilities (add lines 17 through 22).......... 8,308,396 15,274,588
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... -439,793 -9,161,600
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... -439,793 -9,161,600
31 Total liabilities and net assets/fund balances (see instructions).. 7,868,603 6,112,988
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 -439,793
2 Enter amount from Part I, line 27a..................... 2 -8,664,731
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 296,685
4 Add lines 1, 2, and 3.......................... 4 -8,807,839
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 353,761
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 -9,161,600
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b SILVER CREEK LOW VOL P 2013-01-01 2014-12-31
c OZ P 2013-01-01 2014-12-31
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,854,653   2,643,327 211,326
b 745,626   661,859 83,767
c 146,787     146,787
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       211,326
b       83,767
c       146,787
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 441,880
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 8,856,115 8,083,890 1.095526
2012 8,632,059 10,287,707 0.839065
2011 9,675,790 13,500,221 0.716713
2010 8,795,072 15,038,586 0.584834
2009 7,391,356 13,053,389 0.566240
2 Total of line 1, column (d) ...................... 2 3.802378
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.760476
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,125,752
5 Multiply line 4 by line 3....................... 5 3,898,011
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 996
7 Add lines 5 and 6......................... 7 3,899,007
8 Enter qualifying distributions from Part XII, line 4.............. 8 9,730,073
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 996
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 996
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 996
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 20,928
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,928
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 19,932
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,000 RefundedBullet 11 17,932
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.ACBP.NET
    14
    The books are in care ofbulletJOHN HOOVER Telephone no.bullet (212) 931-0100
    Located atbullet445 PARK AVENUE 16TH FLNEW YORKNY ZIP+4bullet10022
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16Yes  
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bulletIS
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
    Yes
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    CHARLES R BRONFMAN CHAIRMAN
    35.00
    0 0 0
    249 ROYAL PALM WAY
    PALM BEACH,FL33480
    ELLEN BRONFMAN HAUPTMAN SUCCESSOR COCHAIR
    1.00
    0 0 0
    445 PARK AVE
    NEW YORK,NY10022
    STEPHEN BRONFMAN SUCCESSOR COCHAIR
    1.00
    0 0 0
    445 PARK AVE
    NEW YORK,NY10022
    JEFFREY SOLOMON PRESIDENT
    60.00
    624,300 49,419 18,000
    445 PARK AVE
    NEW YORK,NY10022
    RICHARD DOYLE TREASURER
    1.00
    0 0 0
    445 PARK AVE
    NEW YORK,NY10022
    JANET AVIAD SVP ISRAEL PROGRAMS
    50.00
    85,000 0 0
    1 MARCUS STREET
    JERUSALEM,JERUSALEM  
    IS
    JOHN HOOVER SVP FINANCE & ADMIN
    12.00
    139,514 14,740 0
    445 PARK AVE
    NEW YORK,NY10022
    SHARNA GOLDSEKER VP
    50.00
    280,000 41,045 0
    445 PARK AVE
    NEW YORK,NY10022
    WILLIAM POWERS SECRETARY
    8.00
    57,363 24,084 0
    445 PARK AVE
    NEW YORK,NY10022
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    DANIELLA ORISTAN YORK DIRECTOR SLINGSHOT
    40.00
    191,937 14,427 0
    110 EAST 59TH STREET
    NEW YORK,NY10022
    BARBARA PLOTNICK EXEC. ASSISTANT
    40.00
    120,620 20,948 0
    110 EAST 59TH STREET
    NEW YORK,NY10022
    JILL INDYK EX DIRECTOR CRB PRIZ
    13.00
    72,863 33,553 0
    110 EAST 59TH STREET
    NEW YORK,NY10022
    BARBARA TAYLOR PROGRAM OFFICER
    40.00
    77,970 6,963 0
    110 EAST 59TH STREET
    NEW YORK,NY10022
    AMANDA LEVINE PROGRAM ASSOCIATE
    40.00
    63,477 1,770 0
    110 EAST 59TH STREET
    NEW YORK,NY10022
    Total number of other employees paid over $50,000...................bullet 7
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    GAIL HYMAN ADVISORY 71,750
    16 NORTH CHASTSWORTH AVE
    LARCHMONT,NY10538
    COHNREZNICK LLP ACCOUNTING & TAX 51,249
    1212 AVENUE OF THE AMERICAS
    NEW YORK,NY10036
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 BIRTHRIGHT ISRAEL PROGRAM IS A PROGRAM TO PROVIDE RESEARCH, DEVELOPMENT, AND GRANTS IN SUPPORT OF BIRTHRIGHT ISRAEL AND THE BIRTHRIGHT ISRAEL FOUNDATION. 240,263
    2 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. 5,560,739
    3 THE CRB AMUTAH FOR INVOLVEMENT IN EDUCATION ("PROJECT INVOLVEMENT") - EDUCATIONAL REFORM PROGRAM IN ISRAEL THAT OFFERS ACTIVITIES TO SUPPLEMENT THE PUBLIC SCHOOL CURRICULUM. 1,616,900
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,834,134
    b
    Average of monthly cash balances.......................
    1b
    1,369,675
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,203,809
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,203,809
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    78,057
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,125,752
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    256,288
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
     
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    9,730,073
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    9,730,073
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    996
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    9,729,077
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$  
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
    1998-07-01
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
    256,288 243,190 0 0 499,478
    b 85% of line 2a ......... 217,845 206,712 0 0 424,556
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    9,730,073 8,856,939 8,641,197 9,676,912 36,905,121
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
    5,175,585 1,926,001 2,385,324 4,531,605 14,018,515
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    4,554,488 6,930,938 6,255,873 5,145,307 22,886,606
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......       0 0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
          0 0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
    170,859 269,463 342,923 450,007 1,233,252
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
          0 0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
          0 0
    (3) Largest amount of support
    from an exempt organization
          0 0
    (4) Gross investment income       0 0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    CHARLES R BRONFMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ABRAHAM FUND INITIATIVES
    9 EAST 45TH STREET
    NEW YORK,NY10017
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 5,000
    ACKERMAN INSTITUTE FOR THE FAMILY
    96 BROADWAY 2ND FLOOR
    NEW YORK,NY10010
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 10,000
    AGAHOZO-SHALOM YOUTH VILLAGE
    1375 BROADWAY 17TH FLOOR
    NEW YORK,NY10018
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 4,500
    ALVIN AILEY DANCE FOUNDATION INC
    405 WEST 55TH STREET
    NEW YORK,NY10019
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 5,000
    AMERICA-ISRAEL CULTURAL FOUNDATION
    1140 BROADWAY SUITE 304
    NEW YORK,NY10001
      PC SUPPORT OF AICF - 75TH ANNIVERSARY GALA CONCERT - DEC. 14, 2014 15,000
    AMERICAN CANCER SOCIETY
    6725 LYONS STREET
    EAST SYRACUSE,NY13211
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 50
    AMERICAN FRIENDS FOR THE PERES INSTITUTE FOR PEACE
    200 SOUTH BISCAYNE BLVD SUITE 1680
    MIAMI,FL33131
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 100,000
    AMERICAN FRIENDS OF BEIT HATFUTSOT
    633 THIRD AVENUE 21ST FLOOR
    NEW YORK,NY10017
      PC SUPPORT OF BEIT HATFUTSOT IN ISRAEL 41,667
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    1 BATTERY PARK PLAZA 25TH FLOOR
    NEW YORK,NY10004
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 100,000
    AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
    39 BROADWAY 15TH FLOOR
    NEW YORK,NY10006
      PC SUPPORT OF THE CHARLES AND ANDREA BRONFMAN PROGRAM IN INFORMATION STRATEGY 25,000
    AMERICAN FRIENDS OF THE ISRAEL MUSEUM
    500 FIFTH AVENUE SUITE 2540
    NEW YORK,NY10110
      PC SUPPORT OF INTERNATIONAL COUNCIL - JUNE 2014 FUNDRAISER 47,000
    AMERICAN JEWISH COMMITTEE
    165 EAST 56TH STREET
    NEW YORK,NY100222746
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 15,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    711 THIRD AVENUE
    NEW YORK,NY100174014
      PC SUPPORT OF THE JDC INTER AGENCY TASK FORCE 50,000
    ANDREW GRENE FOUNDATION
    159 MADISON AVENUE SUITE 3K
    NEW YORK,NY10016
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 50
    ARTIS CONTEMPORARY ISRAELI ART FUND INC
    401 BROADWAY SUITE 803
    NEW YORK,NY10013
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 10,000
    BEIT HAGALGALIM
    KIBBUTZ RAMAT HAKOVESH
    ISRAEL,ISRAEL  
    IS
      NC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 1,000
    BEIT TSHUVAH
    8831 VENICE BLVD
    LOS ANGELES,CA90034
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 36
    BIRTHRIGHT ISRAEL FOUNDATION
    33 EAST 33RD STREET 7TH FLOOR
    NEW YORK,NY10016
      PC SUPPORT OF A DAY IN THE LIFE OF A BIRTHRIGHT PARTICIPANT FOR 85 PEOPLE 268,994
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH STREET 8TH FLOOR
    NEW YORK,NY10022
      PC SUPPORT OF THE NEW YORK BREAST CANCER STUDY 90,200
    CANCER RESEARCH INSTITUTE
    ONE EXCHANGE PLAZA 55 BROADWAY
    NEW YORK,NY10006
      PC SUPPORT OF THE CRI/IRVINGTON FELLOWSHIP PROGRAM 5,000
    CENTER FOR EDUCATIONAL INNOVATION - PUBLIC EDUCATION ASSOCIATION
    28 WEST 44TH STREET SUITE 300
    NEW YORK,NY10036
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 5,000
    CENTER FOR ENRICHED LIVING
    280 SAUNDERS ROAD
    RIVERWOODS,IL60015
      PC SUPPORT OF APRIL 2014 CHEF'S NIGHT EVENT 5,000
    CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY
    435 STRATTON ROAD
    NEW ROCHELLE,NY10804
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 50,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
      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,NY10022
      PC SUPPORT OF THE KOL NIDRE APPEAL 2014 10,000
    CITYMEALS-ON-WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017
      PC SUPPORT OF EMERGENCY FOOD PACKAGES CAMPAIGN, 2014 1,000
    COLUMBIA UNIVERSITY
    116TH ST BROADWAY
    NEW YORK,NY10027
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 100,000
    COLUMBIA UNIVERSITY SCHOOL OF SOCIAL WORK
    1255 AMSTERDAM AVENUE ROOM 626
    NEW YORK,NY10027
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 5,000
    CRB AMUTAH FOR INVOLVEMENT IN EDUCATION
    43 EMEK REFAIM STREET
    JERUSALEM,JERUSALEM  
    IS
      NC ON GOING SUPPORT TO PAY THE SALARIES OF COORDINATORS AND OPERATIONS OF PROJECT INVOLVEMENT 1,616,900
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY100015004
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 2,500
    FJC - A FOUNDATION OF DONOR ADVISED FUNDS
    520 EIGHTH AVENUE 20TH FLOOR
    NEW YORK,NY10018
      PC SUPPORT OF THE JEWISH WEEK (THE CONVERSATION) 30,000
    FOCUSED ULTRASOUND SURGERY FOUNDATION
    1230 CEDARS COURT SUITE F
    CHARLOTTESVILLE,VA22903
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 25,000
    FOUNDATION FOR JEWISH CULTURE
    330 SEVENTH AVENUE 21ST FLOOR
    NEW YORK,NY10001
      PC SUPPORT OF SEASON OF CULTURE PROGRAM 100,000
    FRIENDS OF KOL HANESHAMA
    85 FOURTH AVENUE SUITE 800
    NEW YORK,NY10003
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 10,000
    FRIENDS OF THE ISRAEL DEFENSE FORCES - WESTERN REGION
    6505 WILSHIRE BLVD SUITE 625
    LOS ANGELES,CA90048
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 25,000
    GALIA GROSS'S RELATIVE
    20 OR OLAM STREET
    PDUEL,PDUEL  
    IS
      NC DONATION TO HELP A JEWISH WOMAN SUFFERING FROM CANCER (FUNDS USED TO PURCHASE AIRLINE TICKET FOR REL 3,000
    GREENWOOD HOUSE HOSPICE SERVICES INC
    53 WALTER STREET
    EWING,NJ08628
      PC DONATION IN MEMORY OF NELSON SHECHTEL 2,500
    HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC
    50 WEST 58TH STREET
    NEW YORK,NY10019
      PC SUPPORT OF A MUSIC PROGRAM AT HDASSAH MEDICAL CENTER IN ISRAEL 25,000
    HARLEM VILLAGE ACADEMIES
    15 PENN PLAZA 15
    NEW YORK,NY10001
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 50,000
    HAZON
    125 MAIDEN LANE SUITE 8B
    NEW YORK,NY10038
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 15,180
    HEBREW UNION COLLEGE
    1 WEST 4TH STREET
    NEW YORK,NY10012
      PC SUPPORT OF TRIBUTE DINNER HONORING RABBI DAVID ELLENSON, MAY 6, 2014 10,000
    HIDDUSH - FREEDOM OF RELIGION FOR ISRAEL INC
    85 4TH AVENUE SUITE 800
    NEW YORK,NY10003
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 25,000
    HILLEL-THE FOUNDATION FOR JEWISH CAMPUS LIFE
    25 BROADWAY SUITE 1700
    NEW YORK,NY100041010
      PC SUPPORT OF 8TH ANNUAL HILLEL RENAISSANCE AWARD EVENT - JUNE 9, 2014 GONOURING MARK SHENKMAN 20,000
    HOSPICE FOUNDATION OF PALM BEACH COUNTY INC
    139 NORTH COUNTY ROAD
    PALM BEACH,FL33480
      PC DONATION IN SUPPORT OF BENEFIT EVENT - HOSPICE EVENING 1,500
    ISRAEL GUIDE DOG CENTER FOR THE BLIND
    968 EASTON ROAD SUITE H
    WARRINGTON,PA18976
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 27,000
    ISRAEL POLICY FORUM
    165 EAST 56TH STREET
    NEW YORK,NY100222746
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 125,000
    JERUSALEM SHELTER FOR BATTERED WOMEN
    POB 10403
    JERUSALEM,JERUSALEM  
    IS
      NC SUPPORT OF WOMAN TO WOMAN PROGRAM 1,000
    JEWISH BOOK COUNCIL
    520 8TH AVENUE 4TH FLOOR
    NEW YORK,NY10018
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 10,000
    JEWISH COMMUNAL FUND
    575 MADISON AVE
    NEW YORK,NY10022
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 4,000
    JEWISH COMMUNAL SERVICE ASSOCIATION
    25 BROADWAY SUITE 1700
    NEW YORK,NY100041010
      PC SUPPORT OF SPECIAL EVENT IN HONOR OF JOHN RUSKAY - MAY 28, 2014 750
    JEWISH FEDERATION OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW YORK,NY100041010
      PC SUPPORT OF IREP: THE ISRAEL RELIGIOUS EXPRESSION PLATFORM 102,500
    JEWISH FEDERATION OF PALM BEACH COUNTY
    4601 COMMUNITY DRIVE
    WEST PALM BEACH,FL33417
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 150,000
    JEWISH FOUNDATION FOR THE RIGHTEOUS
    305 SEVENTH AVENUE 19TH FLOOR
    NEW YORK,NY100016008
      PC SUPPORT OF NEW YORK DINNER HONORING IRIS AND SAUL KATZ, 2014 1,000
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 65,000
    JEWISH HOME LIFECARE
    120 WEST 106TH STREET
    NEW YORK,NY10025
      PC SUPPORT TOWARD CONSTRUCTION OF A NEW BUILDING IN MANHATTAN 100,000
    JEWISH WOMEN INTERNATIONAL
    1129 20TH STREET
    WASHINGTON,DC20036
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 1,500
    JOHN HOPKINS UNIVERSITY & MEDICINE
    3910 KESWICK ROAD SUITE N2100
    BALTIMORE,MD21211
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 100
    JUDAISM AND DEMOCRACY ACTION ALLIANCE OF NORTH AMERICA
    364 WEST 117TH STREET APT 4C
    NEW YORK,NY10026
      PC SUPPORT OF THE WORK OF MICHAEL MELCHIOR 50,000
    KEREN KAREV
    1 MARCUS STREET
    JERUSALEM,JERUSALEM  
    IS
      NC CRB'S SHARE OF MORRISON GARDEN EXPENSES 27,000
    KRAVIS CENTER FOR THE PERFORMING ARTS
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 5,000
    LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER THE LAW
    1401 NEW YORK AVENUE SUITE 400
    WASHINGTON,DC20005
      PC SUPPORT OF ANNUAL HIGGINBOTHAM AWARD DINNER, JUNE 26, 2014 5,000
    LOD COMMUNITY FOUNDATION
    115 HENRIETTA SZOLD
    LOD,LOD  
    IS
      NC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 3,000
    LOWER EAST SIDE TENEMENT MUSEUM
    91 ORCHARD STREET
    NEW YORK,NY10002
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 115
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    633 THIRD AVENUE 28TH FLOOR
    NEW YORK,NY10017
      PC SUPPORT OF DR. YUMAN FONG'S RESEARCH PROJECT 70,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY100280198
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 210
    MORSELIFE FOUNDATION
    4847 FRED GLADSTONE DRIVE
    WEST PALM BEACH,FL33417
      PC SUPPORT OF ELECTRONIC ALERT SYSTEM FOR AT RISK SENIORS 15,000
    MUSICIANS ON CALL
    39 WEST 32ND STREET SUITE 1103
    NEW YORK,NY100013842
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 2,500
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD SUITE 150
    JENKINTOWN,PA190463594
      PC SUPPORT OF ISRAEL'S DECORATIVE ART FUND 15,000
    NEW WORLD SYMPHONY INC
    500 17TH STREET
    MIAMI BEACH,FL33139
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 30,000
    NEW YORK BOTANICAL GARDEN
    2900 SOUTHERN BLVD
    BRONX,NY10458
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 220
    NEW YORK PUBLIC RADIO
    160 VARICK STREET 9TH FLOOR
    NEW YORK,NY10013
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 256
    PARENT TEACHER ASSOCIATION OF PS 40
    320 EAST 20TH STREET
    NEW YORK,NY10003
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 500
    PATRIOTS' PATH COUNCIL
    222 COLUMBIA TURNPIKE
    FLORHAM PARK,NJ07932
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 1,000
    PEACEWORKS NETWORK FOUNDATION
    PO BOX 1577 OLD CHELSEA STATION
    NEW YORK,NY10113
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 5,000
    PEF ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVENUE SUITE 607
    NEW YORK,NY10017
      PC SUPPORT OF AL-QASEMI ACADEMIC COLLEGE OF EDUCATION 27,500
    PLANNED PARENTHOOD - PALM BEACH AREA INC
    2300 NORTH FLORIDA MANGO ROAD
    WEST PALM BEACH,FL33409
      PC SUPPORT OF REACHING FOR THE STARS, 2014 3,500
    PUBLICOLOR
    149 MADISON AVENUE SUITE 1201
    NEW YORK,NY10016
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 6,000
    ROCKEFELLER PHILANTHROPY ADVISORS
    6 WEST 48TH STREET 10TH FLOOR
    NEW YORK,NY10036
      PC SUPPORT OF THE THEORY OF FOUNDATIONS PROJECT 25,000
    SKOWHEGAN SCHOOL OF PAINTING AND SCULPTURE
    136 WEST 22ND STREET
    NEW YORK,NY10011
      PC DONATION IN HONOR OF JAN ARONSON 250
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 100
    ST LUKE'S CHAMBER ENSEMBLE
    450 WEST 37TH STREET SUITE 502
    NEW YORK,NY10018
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 1,000
    TEMPLE EMANU-EL OF PALM BEACH
    190 NORTH COUNTY ROAD
    PALM BEACH,FL33480
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 3,600
    THE ANDY PRIZE
    1 MARCUS STREET
    JERUSALEM,JERUSALEM  
    IS
      NC SUPPORT OF A PRIZE IN THE FIELD OF ARTS & CULTURE IN HONOR OF THE LATE ANDREA BRONFMAN 48,476
    THE ARAB JEWISH COMMUNITY CENTER
    109 KEDEM STREET
    ISRAEL,ISRAEL  
    IS
      NC SUPPORT OF VOICES OF PEACE CHOIR 5,000
    THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE
    101 WEST MT ROYAL AVENUE
    BALTIMORE,MD21201
      PC SUPPORT OF FELLOWSHIP PROGRAM, ENGAGING AND EMPOWERING LEADERS FOR THE JEWISH COMMUNITY 75,000
    THE ASSOCIATION FOR STREET CATS IN JERUSALEM
    24A YEHOSHUA BIN NUN STREET
    JERUSALEM,JERUSALEM  
    IS
      NC SUPPORT OF THE CARE OF STREET CATS IN ISRAEL 2,000
    THE BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL
    163 DELAWARE AVENUE SUITE 102
    DELMAR,NY12054
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 875
    THE CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 3,000
    THE CHILDREN'S AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY10010
      PC SUPPORT OF THE WAGON ROAD SUMMER DAY CAMP 1,000
    THE HAROLD GRINSPOON FOUNDATION
    380 UNION STREET
    WEST SPRING,MA01089
      PC SUPPORT OF THE PJ LIBRARY PROGRAM 37,500
    THE INNOCENCE PROJECT
    40 WORTH STREET SUITE 701
    NEW YORK,NY10013
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 2,500
    THE JEWISH EDUCATION PROJECT
    520 EIGHTH AVENUE 15TH FLOOR
    NEW YORK,NY10018
      PC SUPPORT OF THE JEWISH EDUCATION PROJECT DINNER MAY 21, 2014 HONOURING DOROTHY TANENBAUM 2,000
    THE LEUKEMIA & LYMPHOMA SOCIETY (WESTCHESTER)
    1311 MAMARONECK AVENUE SUITE 130
    WHITE PLAINS,NY10605
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 100
    THE MISSION CONTINUES
    1141 SOUTH 7TH STREET
    ST LOUIS,MO63104
      PC SUPPORT OF THE MISSION CONTINUES GALA - NOVEMBER 1, 2014 2,500
    THE MOUNT SINAI MEDICAL CENTER
    ONE GUSTAVE L LEVY PLACE BOX 1049
    NEW YORK,NY10029
      PC SUPPORT OF THE PRESIDENT'S FUND 50,000
    THE MOUNT SINAI MEDICAL CENTERICAHN SCHOOL OD MEDICINE AT MOUNT SINAI
    ONE GUSTAVE L LEVY PLACE BOX 1049
    NEW YORK,NY10029
      PC SUPPORT OF THE BRONFMAN PERSONALIZED MEDICINE RESEARCH PROGRAMME 1,000,000
    THE NEW ISRAEL FUND
    2100 M STREET NW SUITE 619
    WASHINGTON,DC20037
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 20,000
    UJA FEDERATION OF NEW YORK
    130 EAST 59TH STREET
    NEW YORK,NY10022
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 150,000
    UNITED JEWISH COMMUNITIES OF METROWEST NEW JERSEY
    901 ROUTE 10
    WHIPPANY,NJ07981
      PC SUPPORT OF TRIBUTE CONCERT HONORING MAX KLEINMAN'S RETIREMENT MAY 18, 2014 5,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460
      PC AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 189
    Total .................................bullet 3a 5,270,818
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    aPROGRAM FEES         871,266
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 127  
    4 Dividends and interest from securities....     14 65,602  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     18 17,703  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 441,880  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER PROGRAM FEES         42
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 525,312 871,308
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,396,620
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A THIS REVENUE IS OTHER REVENUE RELATED TO THE ORGANIZATIONS EXEMPT PURPOSE.
    1A THESE AMOUNTS ARE FEE RECEIVED FOR ACBP'S VARIOUS PROGRAMS.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
     
    Employer identification number

    13-3984936
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
     
    Employer identification number

    13-3984936
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    PHYLLIS LAMBERT 2005 TRUST  
    10 S DEARBORN IL1-0111
     
    CHICAGO, IL60603

    $550,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    HAUPTMAN ELLEN AND ANDREW  
    0877 WILSHIRE BLVD SUITE 2200
     
    LOS ANGELES, CA90024

    $454,966


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    THE GOTTESMAN FUND CIRCLE OF SERVIC  
    1818 N ST NW 400
     
    WASHINGTON, DC20036

    $75,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
     
     

    CIRCLE OF SERVICE FOUNDATION  
    30 S WACKER DR SUITE 2500
     
    CHICAGO, IL60606

    $60,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
     
     

    FRIEDA C FOX FAMILY FDN YOUTH PHIL  
    12411 VENTURA BLVD
     
    STUDIO CITY, CA91604

    $25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
     
     

    ROY ZUCKERBERG  
    717 5TH AVE 19TH FL
     
    NEW YORK, NY10022

    $25,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
     
    Employer identification number

    13-3984936
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
     
     

    JEWISH COMMUNITY FEDERATION AND END  
    121 STEUART STREET
     
    SAN FRANCISCO, CA94105

    $20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
     
     

    RELATIVE SOLUTIONS  
    24 W RAILROAD AVE
     
    TENAFLY, NJ07670

    $9,734


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
     
     

    JEREMY COHEN  
    4 HAMPTON ROAD
     
    SCARSDALE, NY10583

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
     
     

    PHILLIPPA COHEN  
    99 JANE STREET APT 6L
     
    NEW YORK, NY10014

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
     
     

    JEWISH COMMUNAL FUND  
    575 MADISON AVENUE SUITE 703
     
    NEW YORK, NY10022

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
     
    Employer identification number

    13-3984936
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
     
    Employer identification number

    13-3984936
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COHNREZNICK LLP 66,900 9,232 15,387 51,513
    ARPEEDEE CONSULTING 20,000 7,380 4,600 7,700
    PWC 12,137 6,416 2,792 1,444

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 ExpenditureResponsibilityStmt
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
     
     
    KIBBUTZ RAMAT HAKOVESH
    ISRAEL,ISRAEL  
    IS
    2014-12-31 1,000 AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 1,000       THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
     
     
    109 KEDEM STREET
    ISRAEL,ISRAEL  
    IS
    2014-12-31 5,000 SUPPORT OF VOICES OF PEACE CHOIR 5,000       THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
     
     
    43 EMEK REFAIM STREET
    JERUSALEM,ISRAEL  
    IS
    2014-12-31 1,616,900 ON GOING SUPPORT TO PAY THE SALARIES OF COORDINATORS AND OPERATIONS OF PROJECT INVOLVEMENT 1,616,900       THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
     
     
    POB 10403
    JERUSALEM,ISRAEL  
    IS
    2014-12-31 1,000 SUPPORT OF WOMAN TO WOMAN PROGRAM 1,000       THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
     
     
    1 MARCUS STREET
    JERUSALEM,ISRAEL  
    IS
    2014-12-31 27,000 CRB'S SHARE OF MORRISON GARDEN EXPENSES 27,000       THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
     
     
    1 MARCUS STREET
    JERUSALEM,ISRAEL  
    IS
    2014-12-31 48,476 SUPPORT OF A PRIZE IN THE FIELD OF ARTS & CULTURE IN HONOR OF THE LATE ANDREA BRONFMAN 48,476       THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
     
     
    24A YEHOSHUA BIN NUN STREET
    JERUSALEM,ISRAEL  
    IS
    2014-12-31 2,000 SUPPORT OF THE CARE OF STREET CATS IN ISRAEL 2,000       THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
     
     
    115 HENRIETTA SZOLD
    LOD,ISRAEL  
    IS
    2014-12-31 3,000 AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE 3,000       THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.
     
     
    20 OR OLAM STREET
    PDUEL,ISRAEL  
    IS
    2014-12-31 3,000 DONATION TO HELP A JEWISH WOMAN SUFFERING FROM CANCER (FUNDS USED TO PURCHASE AIRLINE TICKET FOR RELA 3,000       THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE.

    TY 2014 GeneralExplanationAttachment
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Identifier Return Reference Explanation
      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, 2014. 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.

    TY 2014 InvestmentsOtherSchedule2
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 2,427,731 2,427,731
    PRIVATE EQUITY AND HEDGE FUNDS FMV 869,248 869,248

    TY 2014 LegalFeesSchedule
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HOLLAND & KNIGHT LLP 44,090 0 10,141 33,948
    CARLINER & REMES PC 10,189 0 2,343 7,845
    TZALY RASHEF 46,200 0 10,626 34,650


    TY 2014 OtherAssetsSchedule
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENT 333,334    
    DUE FROM RELATED PARTIES 21,616 3,891 3,891
    ASSETS HELD FOR MORRISON FUND 152,953 109,568 109,568


    TY 2014 OtherDecreasesSchedule
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 11,854 0 0 0
    INSURANCE 87,162 3,795 8,004 63,537
    SUPPLIES 80,188 7,035 4,690 68,464
    BANK FEES 2,545 118 79 2,348
    TELEPHONE AND INTERNET SERVICES 62,434 7,740 5,160 49,535
    POSTAGE 2,847 1,708 1,139 0
    MISC EXPENSES 6,537 0 2,429 15,937


    TY 2014 OtherIncomeSchedule2
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MORRISON FUND PASSTHROUGH 17,703 17,703 0
    PROGRAM FEES 871,266   871,266
    OTHER PROGRAM FEES 42   42


    TY 2014 OtherIncreasesSchedule
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Description Amount
       
       


    TY 2014 OtherLiabilitiesSchedule
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED PENSION AND SEVERANCE 2,889,348 3,511,988


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    USI CONSULTING 11,265 0 2,591 8,674
    ASSOCIATED PENSION CONSULTANTS, INC 2,467 0 568 1,899
    RESTAURANT MARKETING ASSOCIATES 2,226 0 512 1,714
    VAENABLE CATERING AND OTHERS 9,997 0 2,300 7,697
    PHILANTHROPY AUSTRALIA 750 0 173 578
    MARK GAMBLE 6,000 0 1,380 4,620
    ELLIS L. PHILIPS FOUNDATION 5,414 0 1 5,414
    REBECCA TROBE 20,836 0 4,793 16,043
    COPLEY MARTIN 27,235 0 6,264 20,971
    COMMERCE TRUST COMPANY 19,738 0 4,540 15,198
    PRIVATE WEALTH NETWORK 16,575 0 3,812 12,763
    ABBOTT DOWNING 1,035 0 0 1,035
    COMMUNITIES FOUNDATION OF TEXAS 828 0 0 828
    BILL AND MELINDA FOUNDATION 1,199 0 0 1,199
    COUNCIL ON FOUNDATIONS 332 0 0 332
    OREGON COMMUNITY FOUNDATION 1,256 0 289 967
    JEWISH FUNDERS NETWORK 708 0 0 708
    AZUL SPIRI 572 0 131 441
    FLOWER ARRANGEMENTS 207 0 48 159
    FARE TO REMEMBER 2,495 0 574 1,921
    ICEBOX CAFE 6,864 0 1,579 5,285
    JGM DIVINE, LLC 5,510 0 1,267 4,243
    SCKOLL WORLD FORUM 3,420 0 787 2,633
    UJA FEDERATION 254 0 0 254
    QUITEKS 10,253 0 2,358 7,895
    BOOKS A MILLION 18,094 0 4,082 14,012
    REGISTER.COM 919 0 211 708
    NETWORK SOLUTIONS 1,254 0 289 965
    PLENTY CONTENT 2,750 0 633 2,118
    MEDIA TEMPLE 1,140 0 262 878
    ROUNDPEG LLC 3,695 0 850 2,845
    VANGUARD DIRECT 7,725 0 1,777 5,948
    JEWISH JUMPSTART 96,000 0 0 96,000
    LAURIE FINK 4,025 0 926 3,099
    AMBROSE/TRINET 23,383 0 5,378 18,005
    BRIDGESPAN GROUP, INC 50,000 0 11,500 38,500
    FOUNDATION CENTER 37,500 0 0 37,500
    GAIL HYMAN 50,000 0 0 50,000
    HINDMAN AND OTHERS 58,393 11,854 1,576 44,963
    GLOBUS 14,385 0 3,309 11,076
    RIPHONE PHARMA, LTD 8,312 0 1,912 6,400
    SHLOMO LAKS 4,740 0 1,090 3,650
    SEGAL 4,772 0 1,098 3,674
    ISRAELI CONTRACTORS 10,020 0 2,305 7,715
    MORRISON FUND 54,292 0 0 54,292
    LUNTZ GLOBALPARTNERS 25,000 0 5,750 19,250
    PETER STROUMTSOS 4,260 0 980 3,280


    TY 2014 TaxesSchedule
    Name:
    ANDREA AND CHARLES BRONFMAN PHILANTHROPIES INC
    EIN: 13-3984936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SALES TAX 829 0 829 0
    STATE FILING FEES 198 0 198 0