BRAVERMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BRAVERMAN FAMILY CHARITABLE FOUNDATION (EIN 74-2940220)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202133159349103178
Schema version
2020v4.1
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)
Return2021-11-11T15:23:29-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 Line11100 N MAIN AVENUEAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL ERBENPersonNm
Person TitleSECRETARY/DIRECTORPersonTitleTxt
Phone2102222154PhoneNum
Signature2021-11-11SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,321,106FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,372DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,372DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$71,722NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$290,532GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$37,348TotalRevAndExpnssAmt
Total Net Invst Incm$34,374TotalNetInvstIncmAmt
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$5,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,301OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,301OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Interest Net Invst Incm$2InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss$171OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$171OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,574TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,574TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,644ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,644ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,218TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,574TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,644TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$86,566ExcessRevenueOverExpensesAmt
Net Investment Income$17,800NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$902CashBOYAmt
Sav And Temp Cash Invst BOY$7,310SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,228SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,228SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,984,133OtherInvestmentsBOYAmt
Other Investments EOY$1,902,775OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,317,167OtherInvestmentsEOYFMVAmt
Other Assets BOY$935OtherAssetsBOYAmt
Other Assets EOY$711OtherAssetsEOYAmt
Other Assets EOYFMV$711OtherAssetsEOYFMVAmt
Total Assets BOY$1,993,280TotalAssetsBOYAmt
Total Assets EOY$1,906,714TotalAssetsEOYAmt
Total Assets EOYFMV$2,321,106TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$1,993,280RetainedEarningBOYAmt
Retained Earning EOY$1,906,714RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,993,280TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,906,714TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,993,280TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,906,714TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,993,280TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$86,566ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,906,714SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,906,714TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
10866 SHS FIRST TR EXCHANGEP2019-04-012020-03-19$257,713$330,671-$72,958-$72,958
1.076 SHS US CASH COWS 100 ETFP2019-04-012020-07-29$30,023$31,583-$1,560-$1,560
CAPITAL GAINS DIVIDENDSP$2,796$2,796$2,796
FieldValueIRS element (for citing)
Capital Gain Net Income-$71,722CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$247InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$247SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$247TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$577EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$577TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$330OverpaymentAmt
Applied To ES Tax$330AppliedToESTaxAmt
Refund$0RefundAmt

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 Line11100 N MAIN AVEAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782124701ZIPCd
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
1100 N MAIN AVENUESAN ANTONIOTX78212DIRECTOR/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$87,289AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$87,729TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$87,729AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,316CashDeemedCharitableAmt
Net Vl Noncharitable Assets$86,413NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,321MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,321MinimumInvestmentReturnAmt
Tax Based On Investment Income$247TaxBasedOnInvestmentIncomeAmt
Total Tax$247TotalTaxAmt
Distributable Before Adj$4,074DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,074DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,074DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,644ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$32,644QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$32,644AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,074DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$70,178ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$78,127ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$52,033ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$49,950ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,562ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$287,850TotalExcessDistributionCyovAmt
Qualifying Distributions$32,644QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,074AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,570RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$316,420TotalCorpusAmt
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$70,178ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$246,242ExcessDistriCyovToNextYrAmt
Excess From Year4$78,127ExcessFromYear4Amt
Excess From Year3$52,033ExcessFromYear3Amt
Excess From Year2$49,950ExcessFromYear2Amt
Excess From Year1$37,562ExcessFromYear1Amt
Excess From Current Year$28,570ExcessFromCurrentYearAmt

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 (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF NEGEV
PO BOX 170305MILWAUKEEWI532179962NONEPUBLIC CHARITYEDUCATION$1,200
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH ST STE 1100NEW YORKNY10018NONEPUBLIC CHARITYEDUCATION, MEDICAL & SOCIAL SERVICES$100
ANTI-DEFAMATION LEAGUE
605 THIRD AVE 9TH FLNEW YORKNY10158NONEPUBLIC CHARITYEDUCATION & SOCIAL JUSTICE$1,000
BARSHOP JEWISH COMMUNITY CENTER
12500 NW MILITARY HWY STE 275SAN ANTONIOTX78231NONEPUBLIC CHARITYPHILANTHROPY, EDUCATION, CULTURE, RECREATION & SOCIAL SERVICES$350
CHABAD CENTER FOR JEWISH LIFE & LEARNING
14535 BLANCO RDSAN ANTONIOTX78216NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$360
CONGREGATION B'NAI B'RITH
1000 SAN ANTONIO CREEK RDSANTA BARBARACA93111NONEPUBLIC CHARITYRELIGION$3,680
CONGREGATION RODFEI SHOLOM
3003 SHOLOM DRIVESAN ANTONIOTX78230NONEPUBLIC CHARITYRELIGION$750
FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY (FIRST)
200 BEDFORD STMANCHESTERNH03101NONEPUBLIC CHARITYEDUCATION IN SCIENCE, ENGINEERING & TECHNOLOGY$5,000
FOUNDATION FOR SANTA BARBARA HIGH SCHOOL
PO BOX 158SANTA BARBARACA93102NONEPUBLIC CHARITYACADEMIC PROGRAMS$1,000
B'NAI B'RITH YOUTH ORGAZINATION
800 8TH ST NWWASHINGTONDC20001NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$1,800
COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING AND ANALYSIS (CAMERA)
PO BOX 35040BOSTONMA021350001NONEPUBLIC CHARITYEDUCATION & SOCIAL JUSTICE$100
CENTRAL FUND OF ISRAEL
461 CENTRAL AVECEDARHURSTNY11516NONEPUBLIC CHARITYHEALTH & SOCIAL SERVICES$100
JEWISH FAMILY SERVICES
12500 NW MILITARY HWY STE 250SAN ANTONIOTX78231NONEPUBLIC CHARITYSOCIAL, PSYCHOLOGICAL, HEALTH & EDUCATIONAL PROGRAMS$180
ELEANOR KOLITZ HEBREW LANGUAGE ACADEMY
11327 DREAMLAND DRSAN ANTONIOTX78230NONEPUBLIC CHARITYEDUCATION$500
JEWISH FEDERATION OF SAN ANTONIO
12500 NW MILITARY HWY STE 250SAN ANTONIOTX782311871NONEPUBLIC CHARITYPHILANTHROPY, EDUCATION, CULTURE, RECREATION & SOCIAL SERVICES$4,100
JUVENILE DIABETES RESEARCH FOUNDATION
26 BROADWAY 14TH FLNEW YORKNY10004NONEPUBLIC CHARITYEDUCATION & MEDICAL RESEARCH$100
FOOD BANK SANTA MONICA COUNTY
4554 HOLLISTER AVESANTA BARBARACA93110NONEPUBLIC CHARITYSOCIAL SERVICES$75
HIAS
PO BOX 97077WASHINGTONDC200907077NONEPUBLIC CHARITYSOCIAL SERVICES$100
MAYS CANCER CENTER
7979 WURZBACH RD STE U616SAN ANTONIOTX78229NONEPUBLIC CHARITYCANCER EDUCATION & RESEARCH$50
MUSICAL BRIDGES AROUND THE WORLD INC
23705 FRONTAGE RD STE 101SAN ANTONIOTX78257NONEPUBLIC CHARITYFREE MULTICULTURAL PERFORMANCES & VISUAL ARTS EDUCATION$5,000
PAN MASS CHALLENGE
43 CHINIAN PATHNEWTONMA02459NONEPUBLIC CHARITYCANCER EDUCATION & RESEARCH$1,000
PERELMAN SCHOOL OF MEDICINE UNIVERSITY OF PENNSYLVANIA
3535 MARKET ST STE 750PHILADELPHIAPA191043309NONEPUBLIC CHARITYEDUCATION & RESEARCH$75
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357NONEPUBLIC CHARITYEDUCATION$175
RESTORE EDUCATION
1903 SAN PEDRO AVESAN ANTONIOTX78212NONEPUBLIC CHARITYEDUCATION & WORKFORCE TRAINING FOR AT-RISK STUDENTS$750
MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVDHOUSTONTX77030NONEPUBLIC CHARITYCANCER EDUCATION & RESEARCH$50
MENTAL WELLNESS CENTER
617 GARDEN STSANTA BARBARACA93101NONEPUBLIC CHARITYMENTAL HEALTH & SOCIAL SERVICES$100
OHR LANU FOUNDATION
14439 NW MILITARY HWY STE 108 462SAN ANTONIOTX78231NONEPUBLIC CHARITYHEALTH & SOCIAL SERVICES$360
SCHOLARSHIP FOUNDATION OF SANTA BARBARA
PO BOX 3620SANTA BARBARACA931013620NONEPUBLIC CHARITYSCHOLARSHIPS$100
SAN ANTONIO FOOD BANK
5200 ENRIQUE M BARRERA PKWYSAN ANTONIOTX782272209NONEPUBLIC CHARITYSOCIAL SERVICES$360
SIR FOUNDATION
3975 FAIR RIDGE DR STE 400NORTH FAIRFAXVA22033NONEPUBLIC CHARITYMEDICAL EDUCATION & RESEARCH$250
TEMPLE BETH-EL
211 BELKNAP PLSAN ANTONIOTX78212NONEPUBLIC CHARITYRELIGION$2,650
SAN ANTONIO JEWISH SENIOR SERVICES
13409 NW MILITARY HWY STE 210SAN ANTONIOTX78230NONEPUBLIC CHARITYSOCIAL SERVICES$180
THE ROENTGEN FUND
44211 SLATESTONE CTLEESBURGVA20176NONEPUBLIC CHARITYSCHOLARSHIPS & FELLOWSHIPS$200
TORAH ACADEMY
3003 SHOLOM DRIVESAN ANTONIOTX78230NONEPUBLIC CHARITYEDUCATION$100
SANTA BARBARA RESCUE MISSION
535 E YANONALI STSANTA BARBARACA93103NONEPUBLIC CHARITYSOCIAL SERVICES$99
STAND WITH US
PO BOX 341069LOS ANGELESCA90034NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$100
THE ONE HUNDRED CLUB OF SAN ANTONIO
PO BOX 6741SAN ANTONIOTX78209NONEPUBLIC CHARITYSOCIAL SERVICES$100
THE ANTHONY TRUST ASSOCIATION
PO BOX 205471NEW HAVENCT065205471NONEPUBLIC CHARITYNURSING EDUCATION & RESEARCH$100
YALE ALUMNI FUND
157 CHURCH STNEW HAVENCT065102100NONEPUBLIC CHARITYEDUCATION$100
WILLIAM F BUCKLEY JR PROGRAM
234 CHURCH STNEW HAVENCT06510NONEPUBLIC CHARITYEDUCATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,644TotalGrantOrContriPdDurYrAmt
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$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,372ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$71,722ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$37,348ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$37,348TotalIncomeProducingActyAmt

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$5,100Amt
Net Investment Income$5,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$818,265$902,659
EXCHANGE-TRADED PRODUCTSAT COST$888,713$1,185,107
BLACKSTONE REAL ESTATE INCOME TRUST INC CLASS IAT COST$195,797$229,401

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$935BOYBookValueAmt
EOY Book Value$711EOYBookValueAmt
EOYFMV$711EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIESDesc
Revenue And Expenses Per Books$171RevenueAndExpensesPerBooksAmt
Net Investment Income$171NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$11,301Amt
Net Investment Income$11,301NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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