2018-11-14T12:02:14-06:00 2017-12-31 271957427 PATHSTONE FAMILY OFFICE PO BOX 52047 ATLANTA GA 30355 990PF 2017-01-01 650489592 BRAVERMAN FAMILY FOUNDATION INC BRAV 4045920180 3333 PIEDMONT RD NE NO 2000 ATLANTA GA 30305 NEIL BRAVERMAN PRESIDENT 4045920180 2018-05-14 1 MATTHEW MUSGROVE P01673773 4045920180 173.165.165.93 2018-05-14 08:04:14 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9139FEACC6E8F7762F046F1D6395244670FD4627 2017 2019-02-21 02:37:17Z X 2719687 X X 57625 44728 66926 1286518 69055 124551 113783 0 0 0 1215 1215 0 15429 0 15429 3615 3399 0 20259 4614 15429 100050 100050 120309 4614 115479 4242 109169 144644 125403 125403 737830 493892 556243 585020 835036 1096560 872233 860934 941481 2339727 2315265 2719687 0 0 X 0 0 0 0 2339727 2315265 2339727 2315265 2339727 2315265 2339727 4242 0 2343969 28704 2315265 FIDELITY - 2087 ST TRANSACTIONS 62588 55968 6620 6620 FIDELITY - 2087 LT TRANSACTIONS 41389 35182 6207 6207 FIDELITY - 4138 ST TRANSACTIONS 559450 527317 32133 32133 FIDELITY - 4138 LT TRANSACTIONS 552633 532522 20111 20111 FIDELITY - 6120 LT TRANSACTIONS 62500 62500 0 0 SALE OF ISHARES UNITS 1859 2039 -180 -180 SALE OF LAZARD UNITS 2352 1871 481 481 SEC 1256 GAIN FROM ISHARES P 26 -26 -26 SEC 1256 GAIN FROM ISHARES P 38 -38 -38 CAPITAL GAINS DIVIDENDS P 3747 3747 3747 69055 0 114011 2346905 0.048579 134696 2493268 0.054024 114789 2615256 0.043892 103544 2357962 0.043912 109214 2180654 0.050083 0.240490 0.048098 2589142 124533 1092 125625 115479 2183 0 2183 0 2183 5537 0 0 5537 0 3354 3354 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 1 1 N/A NEIL K BRAVERMAN 2395929914 3333 PIEDMONT RD NE SUITE 2000 ATLANTA GA 30305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NEIL BRAVERMAN 3333 PIEDMONT RD NE SUITE 2000 ATLANTA GA 30305 PRESIDENT 0.00 0 0 0 JEANNE BRAVERMAN 3333 PIEDMONT RD NE SUITE 2000 ATLANTA GA 30305 VICE PRESIDENT 0.00 0 0 0 STEVEN BRAVERMAN 10 STERLING BLVD SUITE 402 ENGLEWOOD NJ 07631 DIRECTOR 0.00 0 0 0 DAVID BRAVERMAN 3333 PIEDMONT RD NE SUITE 2000 ATLANTA GA 30305 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 DIRECT CASH CONTRIBUTIONS TO ORGANIZED CHARITIES. SEE DETAIL - FORM 990PF, PAGE 11, PART XV, 3A. 0 0 2511396 117175 0 2628571 0 0 2628571 39429 2589142 129457 129457 2183 2183 127274 0 127274 0 127274 115479 0 115479 0 115479 127274 113124 0 0 115479 113124 0 0 2355 0 0 0 0 0 0 0 0 124919 0 0 0 NEIL BRAVERMAN X CONSERVANCY OF SOUTHWEST FLORIDA (THE) 1495 SMITH PRESERVE WAY NAPLES FL 34102 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 2800 FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINATTI OH 452770053 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 90000 GEORGIA TECH FOUNDATION 760 SPRING ST NW SUITE 400 ATLANTA GA 30308 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 1000 NATIONAL MS SOCIETY 950 EAST PACES FERRY RD NE ATLANTA GA 30326 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 250 TEMPLE SHALOM 175 TEMPLE STREET NEWTON MA 02465 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 5000 YALE UNIVERSITY 157 CHURCH STREET NEW HAVEN CT 065102100 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 1000 100050 0 14 45906 11719 18 66926 0 112832 11719 124551 4 TAX-EXEMPT INTEREST AND NONDIVIDEND DISTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 FIDELITY 6120 - CORPORATE BONDS 835036 1096560 FIDELITY 4138 - CORPORATE STOCK 493892 556243 FIDELITY 4138 - MUTUAL FUNDS AT COST 819914 894634 FIDELITY 6120 - STRUCTURED NOTES AT COST 41020 46847 BOOK/TAX DIFFERENCE 20804 PY FEDERAL TAXES 7900 ANNUAL REPORT FEE 61 0 0 INVESTMENT FEES 3550 3395 0 INVESTMENT FEES FROM POWERSHARES PASSTHROUGH INVESTMENT 4 4 0 FOREIGN TAXES 1215 1215 0