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Nonprofit · EIN 45-2543408

KELLY AND SAM BRONFMAN FAMILY FOUNDATION

Tax-exempt · NEW YORK, NY 10001

Financials

$481K$2.3M2023$1M$1.2M2024
Revenue Expenses · by fiscal year end
Financials of KELLY AND SAM BRONFMAN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,011,994$1,214,724-$202,730$15,205,669$110,664$15,095,005
December 31, 2023990-PF$480,845$2,263,964-$1,783,119$16,838,357$1,540,622$15,297,735
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$236,247
Net gain from sales of assets
$671,649
Other income
$104,098

Expenses

Grants and similar amounts paid
$1,000,014
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,052,596
Excise tax on investment income
$11,509

Balance sheet and other

Total assets, start of year
$16,838,357
Total assets, end of year
$15,205,669
Total liabilities, end of year
$110,664
Net assets, end of year
$15,095,005
Fair market value of assets
$21,148,818
Qualifying distributions
$1,052,596
Net investment income
$971,930

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SAMUEL BRONFMAN II
C/O BAKER TILLY 66 HUDSON BLVD E, SUITE 2200, NEW YORK, NY 10001
PRESIDENT2$0
KELLY BRONFMAN
C/O BAKER TILLY 66 HUDSON BLVD E, SUITE 2200, NEW YORK, NY 10001
VICE PRESIDENT2$0
JOHN BUOYMASTER
C/O SAM BRONFMAN II 3888 EAST LAKE, CREEK ROAD, EDWARDS, CO 81632
SECRETARY2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
SAMUEL BRONFMAN II
C/O BAKER TILLY 66 HUDSON BLVD E, SUITE 2200, NEW YORK, NY 10001
PRESIDENT2$0
KELLY BRONFMAN
C/O BAKER TILLY 66 HUDSON BLVD E, SUITE 2200, NEW YORK, NY 10001
VICE PRESIDENT2$0
JOHN BUOYMASTER
C/O SAM BRONFMAN II 3888 EAST LAKE, CREEK ROAD, EDWARDS, CO 81632
SECRETARY2$0

Address and contacts

Address (IRS master file)
BAKER TILLY 66 HUDSON BLVD E 2200, NEW YORK, NY 10001-0000
In care of
% BAKER TILLY US LLP
Signed the 990-PF
SAMUEL BRONFMAN II, TRUSTEE
Phone
(212) 697-6900
Return prepared by
BAKER TILLY ADVISORY GROUP LP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-2543408
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,205,669
Income (IRS master file)
$1,012,088

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,011,994$1,214,724$15,205,669IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$480,845$2,263,964$16,838,357XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-2543408).

Questions about KELLY AND SAM BRONFMAN FAMILY FOUNDATION

What is the EIN of KELLY AND SAM BRONFMAN FAMILY FOUNDATION?
The employer identification number (EIN) of KELLY AND SAM BRONFMAN FAMILY FOUNDATION is 45-2543408.
Is KELLY AND SAM BRONFMAN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to KELLY AND SAM BRONFMAN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KELLY AND SAM BRONFMAN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KELLY AND SAM BRONFMAN FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KELLY AND SAM BRONFMAN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of KELLY AND SAM BRONFMAN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does KELLY AND SAM BRONFMAN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,011,994, expenses of $1,214,724 and total assets of $15,205,669 at year end.

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