BRAVERMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BRAVERMAN FAMILY CHARITABLE FOUNDATION (EIN 74-2940220)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202323179349100407
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T07:09:23-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742988998PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GENE BARBER & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12147 E HILDEBRAND AVEAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782096332ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742940220EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRAVERMAN FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRAVBusinessNameControlTxt
Phone2102222154PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17887 BROADWAY APT 507AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782092537ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL ERBENPersonNm
Person TitleSECRETARY/DIRECTORPersonTitleTxt
Phone2102222154PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOELPersonFirstNm
Person LastERBENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIA A MARTINEZPreparerPersonNm
PTINP00011069PTIN
Phone2102276363PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,552,089FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$40,134DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,134DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,478NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,788GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$36,657TotalRevAndExpnssAmt
Total Net Invst Incm$40,135TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,272OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,272OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$459InterestRevAndExpnssAmt
Interest Net Invst Incm$459InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$188TaxesRevAndExpnssAmt
Taxes Net Invst Incm$188TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$135OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$135OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,054TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,054TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,922ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,922ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,976TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,054TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,922TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,319ExcessRevenueOverExpensesAmt
Net Investment Income$19,081NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$1,886,443OtherInvestmentsBOYAmt
Other Investments EOY$1,859,526OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,551,361OtherInvestmentsEOYFMVAmt
Other Assets BOY$650OtherAssetsBOYAmt
Other Assets EOY$728OtherAssetsEOYAmt
Other Assets EOYFMV$728OtherAssetsEOYFMVAmt
Total Assets BOY$1,887,093TotalAssetsBOYAmt
Total Assets EOY$1,860,254TotalAssetsEOYAmt
Total Assets EOYFMV$2,552,089TotalAssetsEOYFMVAmt
Other Liabilities BOY$465OtherLiabilitiesBOYAmt
Other Liabilities EOY$4,945OtherLiabilitiesEOYAmt
Total Liabilities BOY$465TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,945TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,886,628RetainedEarningBOYAmt
Retained Earning EOY$1,855,309RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,886,628TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,855,309TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,887,093TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,860,254TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,886,628TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,319ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,855,309SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,855,309TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PIMCO INCOME FUND INSTITUTIONALP2021-06-302022-07-15$39,975$44,266-$4,291-$4,291
CAPITAL GAINS DIVIDENDSP$813$813$813
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,478CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$265InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$265SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$265TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$142EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$142TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$123TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOEL ERBENIndividualWithBooksNm
Phone2102222154PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17887 BROADWAY APT 507AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782092537ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN GAIL B BLUMENTHAL
11714 ELMSCOURTSAN ANTONIOTX78230DIRECTOR/PRES/TREAS0.00$0$0$0
JOEL ERBEN
7887 BROADWAYSAN ANTONIOTX782092537DIRECTOR/SECRETARY0.00$0$0$0
RICHARD M BRAVERMAN
3701 NOTTINGHAMHOUSTONTX77005DIRECTOR0.00$0$0$0
STUART E BRAVERMAN
1250 SILVESTRE RDSANTA BARBARACA931102443DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$113,444AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$179AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$113,623TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$113,623AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,704CashDeemedCharitableAmt
Net Vl Noncharitable Assets$111,919NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,596MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,596MinimumInvestmentReturnAmt
Tax Based On Investment Income$265TaxBasedOnInvestmentIncomeAmt
Total Tax$265TotalTaxAmt
Distributable Before Adj$5,331DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,331DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,331DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,922ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,922QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,331DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$52,033ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$49,950ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,562ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,570ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,073ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$197,188TotalExcessDistributionCyovAmt
Qualifying Distributions$46,922QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,331AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,591RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$238,779TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$52,033ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$186,746ExcessDistriCyovToNextYrAmt
Excess From Year4$49,950ExcessFromYear4Amt
Excess From Year3$37,562ExcessFromYear3Amt
Excess From Year2$28,570ExcessFromYear2Amt
Excess From Year1$29,073ExcessFromYear1Amt
Excess From Current Year$41,591ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSAN GAIL B BLUMENTHALContributingManagerNm
Contributing ManagerJOEL ERBENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICANS FOR BEN-GURION UNIVERSITY
1001 AVENUE OF THE AMERICAS 19TH FLNEW YORKNY10016NONEPUBLIC CHARITYEDUCATION$1,200
ALZHEIMER'S ASSOCIATION CALIFORNIA CENTRAL COAST CHAPTER
1528 CHAPALA ST STE 204SANTA BARBARACA93101NONEPUBLIC CHARITYMEDICAL RESEARCH & EDUCATION$150
AMERICAN FRIENDS OF SULAM INC
241 VIOLA RDMONSEYNY109521732NONEPUBLIC CHARITYMEDICAL TREATMENT & SOCIAL SERVICE$1,200
ANTI-DEFAMATION LEAGUE
605 THIRD AVE 9TH FLNEW YORKNY10158NONEPUBLIC CHARITYEDUCATION & SOCIAL JUSTICE$1,000
B'NAI B'RITH YOUTH ORGAZINATION
800 8TH ST NWWASHINGTONDC20001NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$1,800
BARSHOP JEWISH COMMUNITY CENTER
12500 NW MILITARY HWY STE 275SAN ANTONIOTX78231NONEPUBLIC CHARITYPHILANTHROPY, EDUCATION, CULTURE, RECREATION & SOCIAL SERVICES$400
CAMP FOR ALL FOUNDATION
3701 KIRBY DR STE 570HOUSTONTX77098NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$500
BLOOD & TISSUE CENTER FOUNDATION
6211 IH 10 WESTSAN ANTONIOTX78201NONEPUBLIC CHARITYEDUCATION & HEALTH SERVICES$250
CHABAD CENTER FOR JEWISH LIFE & LEARNING
14535 BLANCO RDSAN ANTONIOTX78216NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$800
HILLEL SAN ANTONIO
2105 SAN ANTONIO STAUSTINTX78705NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$1,000
CONGREGATION B'NAI B'RITH
1000 SAN ANTONIO CREEK RDSANTA BARBARACA93111NONEPUBLIC CHARITYRELIGION$3,600
CONGREGATION RODFEI SHOLOM
3003 SHOLOM DRIVESAN ANTONIOTX78230NONEPUBLIC CHARITYRELIGION$5,000
ELEANOR KOLITZ HEBREW LANGUAGE ACADEMY
11327 DREAMLAND DRSAN ANTONIOTX78230NONEPUBLIC CHARITYEDUCATION$250
HIAS
PO BOX 97077WASHINGTONDC200907077NONEPUBLIC CHARITYSOCIAL SERVICES$100
HOUSTON CONGREGATION FOR REFORM JUDAISM
801 BERING DRHOUSTONTX77057NONEPUBLIC CHARITYRELIGION & EDUCATION$2,500
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY 17TH FLNEW YORKNY10004NONEPUBLIC CHARITYPHILANTHROPY, EDUCATION, CULTURE, RECREATION & SOCIAL SERVICES$2,500
JEWISH FEDERATION OF GREATER SANTA BARBARA
524 CHAPALA STSANTA BARBARACA93101NONEPUBLIC CHARITYPHILANTHROPY, EDUCATION, CULTURE, RECREATION & SOCIAL SERVICES$500
JEWISH FEDERATION OF SAN ANTONIO
12500 NW MILITARY HWY STE 200SAN ANTONIOTX782311871NONEPUBLIC CHARITYPHILANTHROPY, EDUCATION, CULTURE, RECREATION & SOCIAL SERVICES$3,600
JUVENILE DIABETES RESEARCH FOUNDATION
PO BOX 5079HAGERSTOWNMD214715079NONEPUBLIC CHARITYEDUCATION & MEDICAL RESEARCH$250
JEWISH NATIONAL FUND USA
42 E 69YH STNEW YORKNY10021NONEPUBLIC CHARITYPHILANTHROPY, EDUCATION, CULTURE, RECREATION & SOCIAL SERVICES$1,000
MUSICAL BRIDGES AROUND THE WORLD INC
23705 FRONTAGE RD STE 101SAN ANTONIOTX78257NONEPUBLIC CHARITYFREE MULTICULTURAL PERFORMANCES & VISUAL ARTS EDUCATION$5,000
MCNAY ART MUSEUM
6000 N NEW BRAUNFELSSAN ANTONIOTX78209NONEPUBLIC CHARITYVISUAL ARTS EDUCATION$150
OPERA SANTA BARBARA
1330 STATE ST STE 209SANTA BARBARACA93101NONEPUBLIC CHARITYCULTURAL ENRICHMENT BY PRESENTING OPERA PRODUCTIONS$150
PAN MASS CHALLENGE
43 CHINIAN PATHNEWTONMA02459NONEPUBLIC CHARITYCANCER EDUCATION & RESEARCH$1,000
MISSION SCHOLARS
133 E DE LA GUERRA STE 366SANTA BARBARACA93101NONEPUBLIC CHARITYEDUCATION & PROMOTE EDUCATION EQUALITY AMONG UNDERSERVED POPULATIONS$250
PLANNED PARENTHOOD
2140 BABCOCK RDSAN ANTONIOTX78229NONEPUBLIC CHARITYHEALTH EDUCATION & MEDICAL SERVICES$250
RADIOLOGY SOCIETY OF NORTH AMERICA FOUNDATION
820 JORIE BLVD STE 200OAK BROOKIL605232251NONEPUBLIC CHARITYRADIOLOGY RESEARCH & EDUCATION$500
SAN ANTONIO JEWISH SENIOR SERVICES
13409 NW MILITARY HWY STE 210SAN ANTONIOTX78231NONEPUBLIC CHARITYSOCIAL SERVICES$250
SAN ANTONIO BOTANICAL GARDEN
555 FUNSTON PLACESAN ANTONIOTX78209NONEPUBLIC CHARITYBOTANICAL EDUCATION & RESEARCH$150
SAN ANTONIO BROADWAY THEATRE
11703 HUEBNER RD STE 106SAN ANTONIOTX782301205NONEPUBLIC CHARITYEDUCATION & THEATER PRODUCTIONS$1,000
STAND WITH US
PO BOX 341069LOS ANGELESCA90034NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$100
TEMPLE BETH-EL
211 BELKNAP PLSAN ANTONIOTX78212NONEPUBLIC CHARITYRELIGION$2,600
SAN MARCOS HIGH SCHOOL
4750 HOLLISTER AVESANTA BARBARACA93110NONEPUBLIC CHARITYEDUCATION$300
SAN MARCOS HIGH SCHOOL ROYAL PRIDE FOUNDATION
4750 HOLLISTER AVESANTA BARBARANY93110NONEPUBLIC CHARITYSUPPORT TO PROVIDE EDUCATION TO HIGH SCHOOL STUDENTS$250
WASHINGTON & LEE UNIVERSITY
204 W WASHINGTON ST DEVELOPMENTLEXINGTONVA24450NONEPUBLIC CHARITYEDUCATION$5,000BLDG
SANTA BARBARA FOUNDATION
1111 CHAPALA ST STE 200SANTA BARBARACA93101NONEPUBLIC CHARITYPHILANTHROPY & SOCIAL SERVICES$100
THE ANTHONY TRUST ASSOCIATION
PO BOX 205471NEW HAVENCT065205471NONEPUBLIC CHARITYEDUCATION$750
THE INTERVENTIONAL INITIATIVE
160 ALAMO PLAZA STE 896ALAMOCA94507NONEPUBLIC CHARITYHEALTH & MEDICAL EDUCATION$200
THE PATIENT INSTITUTE
PO BOX 781971SAN ANTONIOTX78278NONEPUBLIC CHARITYHEALTH & MEDICAL EDUCATION$150
THE ROENTGEN FUND
44211 STATESTONE CTLEESBURGVA201765109NONEPUBLIC CHARITYEDUCATION & RESEARCH$400
UC SAN DIEGO FOUNDATION
9500 GILLMAN DR 0940LA JOLLACA920930940NONEPUBLIC CHARITYEDUCATION, RESEARCH, AND PUBLIC SERVICE$100
UNIVERSITY OF PENNSYLVANIA
3535 MARKET ST STE 750PHILADELPHIAPA191043309NONEPUBLIC CHARITYEDUCATION$200
WILLIAM F BUCKLEY JR PROGRAM AT YALE
234 CHURCH ST 7TH FLNEW HAVENCT06510NONEPUBLIC CHARITYPROMOTE INTELLECTUAL DIVERSITY AND FREEDOM OF SPEECH$250
YALE UNIVERSITY
157 CHURCH STNEW HAVENCT065102100NONEPUBLIC CHARITYEDUCATION$182
YOUNG AMERICA'S FOUNDATION
PO BOX 2518SANTA BARBARACA931202518NONEPUBLIC CHARITYEDUCATION & PUBLIC SERVICE$40
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,922TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,134ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,478ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$36,657ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,657TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,000Amt
Net Investment Income$6,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$780,932$912,951
EXCHANGE-TRADED PRODUCTSAT COST$886,713$1,309,982
BLACKSTONE REAL ESTATE INCOME TRUST INC CLASS IAT COST$191,881$328,428

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$650BOYBookValueAmt
EOY Book Value$728EOYBookValueAmt
EOYFMV$728EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIESDesc
Revenue And Expenses Per Books$135RevenueAndExpensesPerBooksAmt
Net Investment Income$135NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCHECKING OVERDRAFTDesc
BOY Book Value$465BOYBookValueAmt
EOY Book Value$4,945EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$14,272Amt
Net Investment Income$14,272NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$188Amt
Net Investment Income$188NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.