Civic Intelligence

The Samuel Bronfman Foundation Inc

EIN 14-1918185 • New York, NY

66 Hudson Blvd E 2200New York, NY 10001
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.07x

Higher debt load relative to assets than 87% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

1.15x

Higher debt load relative to revenue than 93% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Source year 2024

Net Margin

20th percentile

-31%

Higher net margin than 20% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$326,165

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

NTEE T • $50M-$100M nonprofits • Source year 2024

Asset Growth

16th percentile

-2.3%

Faster asset growth than 16% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-61%

Faster revenue growth than 9% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$50,380,864

Down $1,165,264 (-2.3%) from 2023

Liabilities

Down

$3,695,182

Down $173,487 (-4.5%) from 2023

Net Assets

Down

$46,685,682

Down $991,777 (-2.1%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin20th percentile

Revenue

Down

$3,201,179

Down $5,018,599 (-61%) from 2023

Expenses

Down

$4,192,956

Down $262,335 (-5.9%) from 2023

Net Income

Down

-$991,777

Down $4,756,264 (-126%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $56,181Liabilities 2010: $0Net Assets 2010: $56,1812010Assets 2011: $27,561Liabilities 2011: $0Net Assets 2011: $27,5612011Assets 2012: $103,765Liabilities 2012: $0Net Assets 2012: $103,7652012Assets 2013: $258,363Liabilities 2013: $0Net Assets 2013: $258,3632013Assets 2014: $11,118Liabilities 2014: $0Net Assets 2014: $11,1182014Assets 2015: $27,009,936Liabilities 2015: $02015Assets 2019: $40,143,574Liabilities 2019: $02019Assets 2020: $40,258,690Liabilities 2020: $0Net Assets 2020: $40,258,6902020Assets 2021: $40,360,051Liabilities 2021: $0Net Assets 2021: $40,360,0512021Assets 2022: $43,912,972Liabilities 2022: $0Net Assets 2022: $43,912,9722022Assets 2023: $51,546,128Liabilities 2023: $3,868,669Net Assets 2023: $47,677,4592023Assets 2024: $50,380,864Liabilities 2024: $3,695,182Net Assets 2024: $46,685,6822024

Highlighted filing

2024

Assets$50,380,864
Liabilities$3,695,182
Net Assets$46,685,682
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $3,401,9822010Expenses 2011: $1,489,9782011Expenses 2012: $1,600,2792012Revenue 2013: $1,632,295Expenses 2013: $1,477,697Net Income 2013: $154,5982013Revenue 2014: $3,216,555Expenses 2014: $3,463,800Net Income 2014: -$247,2452014Revenue 2015: $29,977,291Expenses 2015: $2,978,473Net Income 2015: $26,998,8182015Revenue 2019: $779,558Expenses 2019: $2,873,644Net Income 2019: -$2,094,0862019Revenue 2020: $2,999,480Expenses 2020: $2,884,364Net Income 2020: $115,1162020Revenue 2021: $3,180,535Expenses 2021: $3,079,174Net Income 2021: $101,3612021Revenue 2022: $7,215,995Expenses 2022: $3,663,074Net Income 2022: $3,552,9212022Revenue 2023: $8,219,778Expenses 2023: $4,455,291Net Income 2023: $3,764,4872023Revenue 2024: $3,201,179Expenses 2024: $4,192,956Net Income 2024: -$991,7772024

Highlighted filing

2024

Revenue$3,201,179
Expenses$4,192,956
Net Income-$991,777
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,380,864
Liabilities
$3,695,182
Net assets
$46,685,682
Revenue
$3,201,179
Expenses
$4,192,956
Net income
-$991,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.4$3.70$46.7$3.20$4.19$0.99
2023Detailed filing. Detailed filing data is available for this year.$51.5$3.87$47.7$8.22$4.46$3.76
2022Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$7.22$3.66$3.55
2021Detailed filing. Detailed filing data is available for this year.$40.4$0.00$40.4$3.18$3.08$0.10
2020Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$3.00$2.88$0.12
2019Summary only. Only limited summary data is available for this year.$40.1$0.00$0.78$2.87$2.09
2015Summary only. Only limited summary data is available for this year.$27.0$0.00$30.0$2.98$27.0
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$3.22$3.46$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.63$1.48$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.60
2011Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.49
2010Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$3.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA RAUCHERExecutive DirectorFT$326,165-$326,165
ADAM R BRONFMANPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Samuel Bronfman Foundation Inc
EIN
14-1918185
Phone
2126976900
Address
66 HUDSON BLVD E 2200, NEW YORK, NY 10001

Signing Officer

Name
Dana Raucher
Title
Executive Director
Phone
2126976900
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
66 HUDSON BLVD E SUITE 2200, NEW YORK, NY 10001
Preparer
Douglas Richardson
Phone
2126976900
Raw XML AppendixShowing 400 of 1,030 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45279 SHARES OF SOTHERLY HOTELS INC. PFD USD0.0000(0.00%) SERIES C (SOHOO)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4665 SHARES OF SOTHERLY HOTELS INC. PFD USD0.0000(0.00%) SERIES D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47721 SHARES OF SUMMIT HOTEL PROPERTIES, INC. PFD USD1.5625(6.25%)SERIES E (IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48761 SHARES OF SUNSTONE HOTEL INVESTORS, INC. PFD USD1.5313(6.13%)SERIES H (S
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm49370 SHARES OF TPG RE FINANCE TRUST, INC. PFD USD1.5624(6.25%) SERIES C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm50867 SHARES OF TWO HARBORS INVESTMENT CORP. PFD 8.125 12/31/49 SERIES A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm51812 SHARES OF VORNADO REALTY TRUST PFD USD1.1125(4.45%) SERIES O (VNOPRO)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm52691 SHARES OF VORNADO REALTY TRUST PFD USD1.3125(5.25%) SERIES M (VNOPRM)
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm552,129 SHARES OF ARMADA HOFFLER PROP PFD USD 1.6875(6.75%) SERIES A (AHHPRA)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56120 SHARES OF ASHFORD HOSPITALITY TRST, INC. PFD USD 1.8436 (7.37%)SERI (AHT
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm58562 SHARES OF ASHFORD HOSPITALITY TRST, INC. PFD USD 1.8750 (7.5%)
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm601500 SHARES OF PIMCO DYNAMIC INCOME FD SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm632000 SHARES OF MFA FINL INC SR NTS 8.875% SEMI ANNL CPN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm64406 SHARES OF NATIONAL HEALTHCARE PPTYS INC PERP PFD SER A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm65344 SHARES OF NATIONAL HEALTHCARE PPTYS INC SER B 7.125% OTLY DIV PERP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm661000 SHARES OF PENNYMAC MTG INVT TR CUM REDEEMABLE PFD SER B 8%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm671000 SHARES OF RITHM CAPITAL CORP PFD SERB FIXED/FLTG
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7022000 SHARES OF BRANDYWINE OPER PARTNERSHIP LP 8.300% 03/15/28 B/E OTO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACORNS TO OAKS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1KABOUTER INTERNATIONAL OPPORTUNITIES OFFSHORE FUND II LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ABDIEL QUALIFIED OFFSHORE PARTNERS, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SUMMERHAVEN COMMODITY OFFSHORE FUND, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DL PARTNERS OPPORTUNITIES FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SEMPER VIC PARTNERS OFFCHORE, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HARVEST MLP INCOME FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7LAKEWOOD CAPITAL OFFSHORE FUND, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CAUSEWAY EMERGING MARKETS INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ATALAYA SPECIAL OPPORTUNITIES FUND VI LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DAVIDSON KEMPNER INTERNATIONAL (BVI) LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ALPHADYNE INTERNATIONAL FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14US RESEARCH EQUITY EXTENDED FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SOLUS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16BME THREE TOWER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17MOUNTAIN LUMBER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GUANACO CAPITAL HOLDING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19INSIGHTEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SOPHISTICATED LADIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21BGT LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22DOVER STREET IX CAYMAN FUND LP
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