BRAVERMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BRAVERMAN FAMILY CHARITABLE FOUNDATION (EIN 74-2940220)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202533169349101238
Schema version
2024v5.2
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)
Return2025-11-12T09:32:42-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Phone2103633337PhoneNum

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
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIA A MARTINEZPreparerPersonNm
PTINP00011069PTIN
Phone2102276363PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,948,053FMVAssetsEOYAmt
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$230InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$230InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$36,723DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,723DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$582NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$582GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$582CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,535TotalRevAndExpnssAmt
Total Net Invst Incm$37,535TotalNetInvstIncmAmt
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$6,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,658OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,658OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$18InterestRevAndExpnssAmt
Interest Net Invst Incm$18InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$183TaxesRevAndExpnssAmt
Taxes Net Invst Incm$183TaxesNetInvstIncmAmt
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$22,794TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,794TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,010ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,010ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,804TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,794TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,269ExcessRevenueOverExpensesAmt
Net Investment Income$14,741NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$52,977SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,359SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,359SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,795,539OtherInvestmentsBOYAmt
Other Investments EOY$1,793,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,916,547OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,759OtherAssetsBOYAmt
Other Assets EOY$3,147OtherAssetsEOYAmt
Other Assets EOYFMV$3,147OtherAssetsEOYFMVAmt
Total Assets BOY$1,852,275TotalAssetsBOYAmt
Total Assets EOY$1,825,006TotalAssetsEOYAmt
Total Assets EOYFMV$2,948,053TotalAssetsEOYFMVAmt
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$1,852,275RetainedEarningBOYAmt
Retained Earning EOY$1,825,006RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,852,275TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,825,006TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,852,275TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,825,006TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,852,275TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,269ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,825,006SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,825,006TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$582GrossSalesPriceAmt
Gain Or Loss$582GainOrLossAmt
Gains Minus Excess Or Losses$582GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$582CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$205InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$205SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$205TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$988EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$988TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$783OverpaymentAmt
Applied To ES Tax$783AppliedToESTaxAmt
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
Phone2103633337PhoneNum

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$2,823,486AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,302AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,868,788TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,868,788AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,032CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,825,756NetVlNoncharitableAssetsAmt
Minimum Investment Return$141,288MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$141,288MinimumInvestmentReturnAmt
Tax Based On Investment Income$205TaxBasedOnInvestmentIncomeAmt
Total Tax$205TotalTaxAmt
Distributable Before Adj$141,083DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$141,083DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$141,083DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,010ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,010QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$141,083DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$37,562ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$28,570ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,073ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$41,591ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$52,965ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$189,761TotalExcessDistributionCyovAmt
Qualifying Distributions$42,010QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,010AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$99,073ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$99,073ExcessDistributionCyovAppCYAmt
Total Corpus$90,688TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$90,688ExcessDistriCyovToNextYrAmt
Excess From Year2$37,723ExcessFromYear2Amt
Excess From Year1$52,965ExcessFromYear1Amt

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 (46 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$1,500
BLOOD & TISSUE CENTER FOUNDATION
6211 IH 10 WESTSAN ANTONIOTX78201NONEPUBLIC CHARITYEDUCATION & HEALTH SERVICES$250
CAMP FOR ALL FOUNDATION
3701 KIRBY DR STE 570HOUSTONTX77098NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$250
CHABAD CENTER FOR JEWISH LIFE & LEARNING
14535 BLANCO RDSAN ANTONIOTX78216NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$1,135
ALZHEIMER'S ASSOCIATION CALIFORNIA CENTRAL COAST
1528 CHAPALA ST STE 204SANTA BARBARACA93101NONEPUBLIC CHARITYEDUCATION & RESEARCH$250
CONGREGATION RODFEI SHOLOM
3003 SHOLOM DRIVESAN ANTONIOTX78230NONEPUBLIC CHARITYRELIGION$1,050
FRIENDS OF ISRAELI DEFENSE FORCES
PO BOX 4224NEW YORKNY10163NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$250
ANTIDEFAMATION LEAGUE OF NEW YORK & NEW JERSEY
605 THIRD AVE 9TH FLNEW YORKNY10158NONEPUBLIC CHARITYPHILANTROPY & EDUCATION$1,000
HOLOCAUST MEMORIAL MUSEUM OF SAN ANTONIO
12500 NW MILITARY HWYSAN ANTONIOTX78231NONEPUBLIC CHARITYPHILANTHROPY & EDUCATION$360
JEWISH FEDERATION OF GREATER SANTA BARBARA
524 CHAPALA STSANTA BARBARACA93101NONEPUBLIC CHARITYPHILANTHROPY, EDUCATION, CULTURE, RECREATION & SOCIAL SERVICES$1,000
JEWISH FEDERATION OF SAN ANTONIO
12500 NW MILITARY HWY STE 200SAN ANTONIOTX782311871NONEPUBLIC CHARITYPHILANTHROPY, EDUCATION, CULTURE, RECREATION & SOCIAL SERVICES$3,600
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$100
MCNAY ART MUSEUM
6000 N NEW BRAUNFELSSAN ANTONIOTX78209NONEPUBLIC CHARITYVISUAL ARTS EDUCATION$150
MUSIC HALL CENTER FOR THE PERFORMING ARTS INC
350 MADISON AVEDETROITMI48226NONEPUBLIC CHARITYCONTINUED DEVELOPMENT OF CULTURE AND PERFORMING ARTS$500
MUSICAL BRIDGES AROUND THE WORLD INC
23705 FRONTAGE RD STE 101SAN ANTONIOTX78257NONEPUBLIC CHARITYFREE MULTICULTURAL PERFORMANCES & VIUSAL ARTS EDUCATION$5,000
PAN MASS CHALLENGE
43 CHINIAN PATHNEWTONMA02459NONEPUBLIC CHARITYCANCER EDUCATION & RESEARCH$1,000
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
SAN ANTONIO JEWISH SENIOR SERVICES
13409 NW MILITARY HWY STE 210SAN ANTONIOTX78231NONEPUBLIC CHARITYSOCIAL SERVICES$180
SANTA BARBARA COLLEGE FOUNDATION
721 CLIFF DRSANTA BARBARACA93109NONEPUBLIC CHARITYEDUCATION$100
SOCIETY OF INTERVENTIONAL RADIOLOGY FOUNDATION
3975 FAIR RIDGE DR STE 400FAIRFAXVA22033NONEPUBLIC CHARITYMEDICAL RESEARCH & IMPROVED HEALTHCARE$250
TEMPLE BETH-EL
211 BELKNAP PLSAN ANTONIOTX78212NONEPUBLIC CHARITYRELIGION$2,600
TEXAS HILLEL
2105 SAN ANTONIO STAUSTINTX78705NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$1,800
THE LIVESTRONG FOUNDATION
623 W 38TH ST STE 300AUSTINTX78705NONEPUBLIC CHARITYEDUCATION, MEDICAL RESEARCH, & SOCIAL SERVICES$750
UJA FEDERATION NEW YORK
130 E 9TH STNEW YORKNY10022NONEPUBLIC CHARITYSOCIAL SERVICES$1,000
WASHINGTON & LEE UNIVERSITY
204 W WASHINGTON ST DEVELOPMENTLEXINGTONVA24450NONEPUBLIC CHARITYEDUCATION$7,500BLDG
YALE UNIVERSITY
PO BOX 205NEW HAVENCT06501NONEPUBLIC CHARITYEDUCATION$82
YOUNG AMERICA'S FOUNDATION
11480 COMMERCE PARK DR 6TH FLRESTONVA201911556NONEPUBLIC CHARITYSOCIAL SERVICES$500
TEXAS CHILDREN'S HOSPITAL ADULT CONGENIAL HEART PROGRAM
6621 FANNIN STHOUSTONTX77030NONEPUBLIC CHARITYMEDICAL RESEARCH & IMPROVED HEALTHCARE$100
HILLEL INTERNATIONAL
800 8TH ST NWWASHINGTONDC200013724NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$100
HOUSTON CONGREGATION FOR REFORM JUDAISM
801 BERING DRHOUSTONTX77057NONEPUBLIC CHARITYRELIGION$1,500
JEWISH NATIONAL FUND
42 E 69TH STNEW YORKNY10021NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$1,800
MAGIK THEATRE
420 S ALAMOSAN ANTONIOTX78205NONEPUBLIC CHARITYARTS EDUCATION & THEATER$1,000
MISSION SCHOLARS
133 E DE LA GUERRA 366SANTA BARBARACA93101NONEPUBLIC CHARITYEDUCATION & SCHOLARSHIPS$100
MUSEUM OF TOLERANCE
9786 W PICO BLVDLOS ANGELESCA90035NONEPUBLIC CHARITYPHILANTRHOPY & EDUCATION$100
NEW YORK FOUNDATION FOR THE ARTS
29 W 38TH ST 9TH FLNEW YORKNY10018NONEPUBLIC CHARITYARTS EDUCATION$1,000
PLANNED PARENTHOOD OF SOUTH TEXAS
2140 BABCOCK RDSAN ANTONIOTX78229NONEPUBLIC CHARITYHEALTHCARE & EDUCATION$250
PRINCETONIANS FOR FREE SPEECH
PO BOX 117532BURLINGAMECA94011NONEPUBLIC CHARITYSOCIAL SERVICES$500
RSNA'S RESEARCH & EDUCATION FOUNDATION
820 JORIE BLVD STE 200OAK BROOKIL60523NONEPUBLIC CHARITYMEDICAL RESEARCH & EDUCATION$300
SANTA BARBARA HILLEL
781 EMBARCADERO DEL MARSANTA BARBARACA93117NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$500
SANTA BARBARA RESCUE MISSION
535 E YANONALI STSANTA BARBARACA931033254NONEPUBLIC CHARITYPHILANTRHOPIC & SOCIAL SERVICES$53
SCHOLARSHIP FOUNDATION OF SANTA BARBARA
2253 LAS POSITAS RDSANTA BARBARACA93105NONEPUBLIC CHARITYEDUCATION & SCHOLARSHIPS$500
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035NONEPUBLIC CHARITYEDUCATION & SOCIAL SERVICES$100
SMALL WORLD VISION
801 W 38TH ST STE 200AUSTINTX78705NONEPUBLIC CHARITYMEDICAL RESEARCH AND EDUCATION$100
TEMPLE SHAARAY TEFILA
250 E 79TH STNEW YORKNY10075NONEPUBLIC CHARITYRELIGION$500
THE ROENTGEN FUND
44211 SLATESTONE CTLEESBURGVA201765109NONEPUBLIC CHARITYMEDICAL RESEARCH & EDUCATION$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,010TotalGrantOrContriPdDurYrAmt
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$230ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,723ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$582ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,535ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,535TotalIncomeProducingActyAmt

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$6,800Amt
Net Investment Income$6,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$752,290$998,169
EXCHANGE-TRADED PRODUCTSAT COST$842,595$1,581,418
BLACKSTONE REAL ESTATE INCOME TRUST INC CLASS IAT COST$198,615$336,960

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$3,759BOYBookValueAmt
EOY Book Value$3,147EOYBookValueAmt
EOYFMV$3,147EOYFMVAmt

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 Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$15,658Amt
Net Investment Income$15,658NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$183Amt
Net Investment Income$183NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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