BRAVERMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BRAVERMAN FAMILY CHARITABLE FOUNDATION (EIN 74-2940220)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201903159349100700
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T07:25:28-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742988998 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE BARBER & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2147 E HILDEBRAND AVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782096332 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742940220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAVERMAN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAV | BusinessNameControlTxt |
| Phone | 2102222154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MAIN AVENUE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL ERBEN | PersonNm |
| Person Title | EXEC, SHELDON BRAVERMAN ESTATE | PersonTitleTxt |
| Phone | 2102222154 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA A MARTINEZ | PreparerPersonNm |
| PTIN | P00011069 | PTIN |
| Phone | 2102276363 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.185.186.206 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 07:25:03 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0113C26E36A01E697BCE09A39476252BB92CD87C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0113C26E36A01E697BCE09A39476252BB92CD87C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,019,108 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,001,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,566 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,095 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,095 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,118 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,118 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,936,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,613 | CashBOYAmt |
| Cash EOY | $1,998,640 | CashEOYAmt |
| Cash EOYFMV | $1,998,640 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,137 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,468 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $83,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,019,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,019,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $83,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,019,900 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,019,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,019,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,936,170 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,019,920 | SubtotalAmt |
| Other Decreases | $20 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,019,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1434.303 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-03-06 | 2018-02-17 | $14,281 | $14,745 | -$464 | -$464 |
| 1510.574 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-03-06 | 2018-04-18 | $14,981 | $15,529 | -$548 | -$548 |
| 1008.065 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-03-06 | 2018-06-14 | $9,981 | $10,363 | -$382 | -$382 |
| 39.135 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2015-05-29 | 2018-09-06 | $388 | $405 | -$17 | -$17 |
| 35.426 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2015-06-30 | 2018-09-06 | $351 | $366 | -$15 | -$15 |
| 53.693 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-10-30 | 2018-09-06 | $532 | $555 | -$23 | -$23 |
| 58.940 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-10-31 | 2018-09-06 | $584 | $609 | -$25 | -$25 |
| 61.219 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-09-28 | 2018-09-06 | $607 | $633 | -$26 | -$26 |
| 14.529 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-12-14 | 2018-09-06 | $144 | $150 | -$6 | -$6 |
| 60.154 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-12-31 | 2018-09-06 | $596 | $621 | -$25 | -$25 |
| 63.261 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-08-31 | 2018-09-06 | $627 | $653 | -$26 | -$26 |
| 58.108 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2014-08-29 | 2018-09-06 | $576 | $600 | -$24 | -$24 |
| 6.762 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2016-12-30 | 2018-09-06 | $67 | $70 | -$3 | -$3 |
| 16.970 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2016-06-30 | 2018-09-06 | $168 | $175 | -$7 | -$7 |
| 48.940 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2014-10-31 | 2018-09-06 | $485 | $505 | -$20 | -$20 |
| 7.972 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2018-05-31 | 2018-09-06 | $79 | $82 | -$3 | -$3 |
| 11.777 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2017-05-31 | 2018-09-06 | $117 | $122 | -$5 | -$5 |
| 12.098 SHS VICTORY INCORE LOW D ND FUND CLASS Y4 | P | 2017-07-31 | 2018-09-06 | $120 | $125 | -$5 | -$5 |
| 64.873 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2012-07-31 | 2018-09-06 | $643 | $669 | -$26 | -$26 |
| 65.651 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2013-04-30 | 2018-09-06 | $651 | $677 | -$26 | -$26 |
| 66.332 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2013-02-28 | 2018-09-06 | $657 | $684 | -$27 | -$27 |
| 15.298 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2016-09-30 | 2018-09-06 | $152 | $158 | -$6 | -$6 |
| 44.952 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2014-11-28 | 2018-09-06 | $446 | $463 | -$17 | -$17 |
| 44.598 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2015-01-30 | 2018-09-06 | $442 | $460 | -$18 | -$18 |
| 41.327 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2015-03-31 | 2018-09-06 | $410 | $426 | -$16 | -$16 |
| 12.259 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2017-04-28 | 2018-09-06 | $122 | $126 | -$4 | -$4 |
| 17.886 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2016-03-31 | 2018-09-06 | $177 | $184 | -$7 | -$7 |
| 10.762 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2017-11-30 | 2018-09-06 | $107 | $111 | -$4 | -$4 |
| 10.582 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2018-03-29 | 2018-09-06 | $105 | $109 | -$4 | -$4 |
| 62.148 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2013-09-30 | 2018-09-06 | $616 | $640 | -$24 | -$24 |
| 1.397 SHS VICTORY INCORE LOW D ND FUND CLASS Y | P | 2017-02-28 | 2018-09-06 | $14 | $14 | $0 | $0 |
| WASH SALE LOSS ADJUSTMENTS | P | 2017-01-01 | 2018-12-31 | $20 | $20 | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,783 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,284 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,534 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 9.447777 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,590 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,268 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 8.479715 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,779 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,025 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.885988 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,209 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,000 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.747267 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,520 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,317 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.494832 | DistributionYr5Rt |
| Total Distribution | 32.055579 | TotalDistributionRt |
| Average Distribution | 6.411116 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,357 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,522 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,118 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $883 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $883 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $883 | OverpaymentAmt |
| Applied To ES Tax | $883 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOEL ERBEN | IndividualWithBooksNm |
| Phone | 2102222154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MAIN AVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782124701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHELDON P BRAVERMAN | ||||||||
| 1100 N MAIN AVENUE | SAN ANTONIO | TX | 78212 | DIRECTOR/PRES/TREAS | 0.00 | $0 | $0 | $0 |
| PHYLLIS BRAVERMAN | ||||||||
| 1100 N MAIN AVENUE | SAN ANTONIO | TX | 78212 | DIRECTOR/SECRETARY | 0.00 | $0 | $0 | $0 |
| RICHARD M BRAVERMAN | ||||||||
| 3701 NOTTINGHAM | HOUSTON | TX | 77005 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STUART E BRAVERMAN | ||||||||
| 1250 SILVESTRE RD | SANTA BARBARA | CA | 931102443 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN GAIL B BLUMENTHAL | ||||||||
| 11714 ELMSCOURT | SAN ANTONIO | TX | 78230 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,053 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,118 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,118 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,670 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,459 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,178 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $78,127 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,033 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $330,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,950 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $380,417 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $59,670 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $320,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,459 | ExcessFromYear4Amt |
| Excess From Year3 | $70,178 | ExcessFromYear3Amt |
| Excess From Year2 | $78,127 | ExcessFromYear2Amt |
| Excess From Year1 | $52,033 | ExcessFromYear1Amt |
| Excess From Current Year | $49,950 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELDON P BRAVERMAN | ContributingManagerNm |
| Contributing Manager | PHYLLIS BRAVERMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY OF NEGEV | ||||||||||
| PO BOX 170305 | MILWAUKEE | WI | 532179962 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||||
| PO BOX 96402 | WASHINGTON | DC | 200777929 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $350 | |||
| BARSHOP JEWISH COMMUNITY CENTER | ||||||||||
| 12500 NW MILITARY HWY STE 275 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $540 | |||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||
| PO BOX 5892 | HICKSVILLE | NY | 118025892 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |||
| CAMERA | ||||||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $400 | |||
| CHABAD CENTER FOR JEWISH LIFE & LEARNING | ||||||||||
| 14535 BLANCO RD | SAN ANTONIO | TX | 78216 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |||
| CONGREGATION B'NAI B'RITH | ||||||||||
| 1000 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | NONE | PUBLIC CHARITY | RELIGION | $6,060 | |||
| CONGREGATION RODFEI SHOLOM | ||||||||||
| 3003 SHOLOM DRIVE | SAN ANTONIO | TX | 78230 | NONE | PUBLIC CHARITY | RELIGION | $1,375 | |||
| FOOD BANK OF SANTA BARBARA | ||||||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $50 | |||
| HIAS | ||||||||||
| PO BOX 97077 | WASHINGTON | DC | 200907077 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $108 | |||
| HILLSDALE COLLEGE | ||||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 492429989 | NONE | PUBLIC CHARITY | EDUCATION | $100 | |||
| HOUSTON CONGREGATION FOR REFORMED JUDAISM | ||||||||||
| 801 BERING DR | HOUSTON | TX | 77005 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $9,600 | |||
| JEWISH CARE | ||||||||||
| NONE | PUBLIC CHARITY | SOCIAL SERVICES | $135 | 221 GOLDERS GREEN ROAD | LONDON | UK | ||||
| JEWISH FEDERATION OF GREATER SANTA BARBARA | ||||||||||
| 524 CHAPALA ST | SANTA BARBARA | CA | 931013412 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 | |||
| JEWISH FEDERATION OF SAN ANTONIO | ||||||||||
| 12500 NW MILITARY HWY STE 200 | SAN ANTONIO | TX | 782311871 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,500 | |||
| MCNAY ART MUSEUM | ||||||||||
| 6000 N NEW BRAUNFELS AVE | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | EDUCATION | $85 | |||
| MUSEUM OF TOLERENCE | ||||||||||
| 9786 W PICO BLVD | LOS ANGELES | CA | 900354720 | NONE | PUBLIC CHARITY | EDUCATION | $65 | |||
| MUSICAL BRIDGES AROUND THE WORLD INC | ||||||||||
| 24165 IH WEST PMB 129 | SAN ANTONIO | TX | 78257 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |||
| NEW YORK UNIVERSITY | ||||||||||
| PO BOX 6706 | HAGERSTOWN | MD | 217419963 | NONE | PUBLIC CHARITY | EDUCATION | $25 | |||
| OPERA SANTA BARBARA | ||||||||||
| 1330 STATE ST STE 209 | SANTA BARBARA | CA | 931012681 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 | |||
| PLANNED PARENTHOOD SOUTH TEXAS | ||||||||||
| 2140 BABCOCK RD | SAN ANTONIO | TX | 782294424 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $250 | |||
| PRINCETON UNIVERSITY | ||||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PUBLIC CHARITY | EDUCATION | $175 | |||
| RSNA R&E FOUNDATION | ||||||||||
| 820 JORIE BLVD | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $100 | |||
| SAN ANTONIO BOTANICAL GARDEN | ||||||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $88 | |||
| SAN ANTONIO JEWISH SENIOR SERVICES | ||||||||||
| 13409 NW MILITARY HWY STE 210 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $360 | |||
| SANCTUARY OF HOPE | ||||||||||
| 18755 STONE OAK PKWY | SAN ANTONIO | TX | 78258 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |||
| SANTA BARBARA HIGH SCHOOL GIRLS GOLF | ||||||||||
| 700 E ANAPAMU ST | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 | |||
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||||||
| PO BOX 3620 | SANTA BARBARA | CA | 931013620 | NONE | PUBLIC CHARITY | EDUCATION | $100 | |||
| SHURAT HADIN | ||||||||||
| 111 LIVINGSTON ST STE 1928 | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $300 | |||
| STAND WITH US | ||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 900349069 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 | |||
| TEMPLE BETH-EL | ||||||||||
| 211 BELKNAP PL | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | RELIGION | $6,230 | |||
| THE PATIENT INSTITUTE (BARSHOP JEWISH COMMUNITY CENTER OF SAN ANTONIO) | ||||||||||
| PO BOX 781971 | SAN ANTONIO | TX | 782781971 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $500 | |||
| UNITED STATES HOLOCAUST MUSEUM | ||||||||||
| PO BOX 1567 | MERRIFIELD | VA | 221161567 | NONE | PUBLIC CHARITY | EDUCATION | $200 | |||
| UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY INC | ||||||||||
| PO BOX 898 | SAN ANTONIO | TX | 782930898 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |||
| UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | PUBLIC CHARITY | EDUCATION | $50 | |||
| WILLS EYE ALUMNI SOCIETY | ||||||||||
| 840 WALNUT STREET 8TH FL | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $125 | |||
| WITTE MUSEUM | ||||||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 782096396 | NONE | PUBLIC CHARITY | EDUCATION | $90 | |||
| YALE UNIVERSITY | ||||||||||
| PO BOX 803 | NEW HAVEN | CT | 065080803 | NONE | PUBLIC CHARITY | EDUCATION | $182 | |||
| THE ROENTGEN FUND | ||||||||||
| 44211 SLATESTONE CT | LEESBURG | VA | 20176 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $125 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,118 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,566 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,783 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,783 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SHELDON P BRAVERMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MAIN AVENUE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,400 | Amt |
| Net Investment Income | $12,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS TO BASIS FOR WASH SALES | Desc |
| Amt | $20 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,095 | Amt |
| Net Investment Income | $3,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELDON P BRAVERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MAIN AVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
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