| 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 |
| 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. |
| 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. |
| 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 |
| 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 |
| 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 |
| Description | Amount |
|---|---|
| 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 |
| 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 |
| Description | Amount |
|---|---|
| Description | Beginning of Year - Book Value | End of Year - Book Value |
|---|---|---|
| ACCRUED PENSION AND SEVERANCE | 2,889,348 | 3,511,988 |
| 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 |
| 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 |