BRAVERMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRAVERMAN FAMILY CHARITABLE FOUNDATION (EIN 74-2940220)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201803129349100745
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T12:21:16-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | IND EXEC,PHYLLIS BRAVERMAN EST | PersonTitleTxt |
| Phone | 2102222154 | PhoneNum |
| Signature | 2018-11-08 | 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 | 2018-11-08 | IPDt |
| IP Tm | 12:20:50 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,844 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,025 | 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 |
| Other Prof Fees Rev And Expnss | $755 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $755 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,297 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,352 | CashBOYAmt |
| Cash EOY | $12,613 | CashEOYAmt |
| Cash EOYFMV | $12,613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,231 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $135,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,844 | 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 | $135,990 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,750 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $135,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $135,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,202 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $83,788 | SubtotalAmt |
| Other Decreases | $38 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1,492.537 SHS VICTORY INCOME LOW DURATION BOND FUND CLASS Y | 2012-03-06 | 2017-02-17 | $14,981 | $15,344 | -$363 | -$363 | |
| 496.032 SHS VICTORY INCOME LOW DURATION BOND FUND CLASS Y | 2012-03-06 | 2017-05-26 | $4,981 | $5,099 | -$118 | -$118 | |
| 695.134 SHS VICTORY INCOME LOW DURATION BOND FUND CLASS Y | 2012-03-06 | 2017-07-24 | $6,981 | $7,146 | -$165 | -$165 | |
| 1,491.054 SHS VICTORY INCOME LOW DURATION BOND FUND CLASS Y | 2012-03-06 | 2017-10-05 | $14,981 | $15,329 | -$348 | -$348 | |
| 797.607 SHS VICTORY INCOME LOW DURATION BOND FUND CLASS Y | 2012-03-06 | 2017-12-14 | $7,981 | $8,200 | -$219 | -$219 | |
| WASH SALE LOSS ADJUSTMENTS | 2012-03-06 | 2017-12-31 | $38 | $38 | $38 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,175 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,268 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 8.479715 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,779 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,025 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.885988 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,209 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.747267 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,520 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,317 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.494832 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,576 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,661 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.826713 | DistributionYr5Rt |
| Total Distribution | 25.434515 | TotalDistributionRt |
| Average Distribution | 5.086903 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,534 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,151 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,164 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,297 | 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 | $13 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $896 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $896 | 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 | 0 | 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 |
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 | ||||||||
| 232 CONSTANCE LANE | SANTA BARBARA | CA | 93105 | 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 | $5,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,618 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13 | TotalTaxAmt |
| Distributable Before Adj | $264 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,297 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $54,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,670 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,459 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,178 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $78,127 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $333,027 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,033 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $385,060 | 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 | $54,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $330,467 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,670 | ExcessFromYear4Amt |
| Excess From Year3 | $70,459 | ExcessFromYear3Amt |
| Excess From Year2 | $70,178 | ExcessFromYear2Amt |
| Excess From Year1 | $78,127 | ExcessFromYear1Amt |
| Excess From Current Year | $52,033 | 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 (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 850628851 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $100 |
| BARSHOP JEWISH COMMUNITY CENTER | |||||||
| 12500 NW MILITARY HWY STE 275 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $1,740 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 5892 | HICKSVILLE | NY | 118025892 | NONE | PUBLIC CHARITY | EDUCATION | $700 |
| CHABAD CENTER FOR JEWISH LIFE & LEARNING | |||||||
| 14535 BLANCO RD | SAN ANTONIO | TX | 78216 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| CONGREGATION B'NAI B'RITH | |||||||
| 1000 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | NONE | PUBLIC CHARITY | RELIGION | $5,130 |
| CONGREGATION RODFEI SHOLOM | |||||||
| 3003 SHOLOM DRIVE | SAN ANTONIO | TX | 78230 | NONE | PUBLIC CHARITY | RELIGION | $500 |
| FOUNDATION FOR SANTA BARBARA HIGH SCHOOL | |||||||
| PO BOX 158 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | |||||||
| PO BOX 7309 | SAN FRANCISCO | CA | 941209833 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| HEBREW FREE LOAN OF SAN ANTONIO | |||||||
| PO BOX 780264 | SAN ANTONIO | TX | 78278 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $432 |
| HILLEL | |||||||
| 2105 SAN ANTONIO ST | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | EDUCATION | $930 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 492429989 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| JEWISH FAMILY SERVICE | |||||||
| 12500 NW MILITARY HWY STE 250 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $300 |
| JEWISH FEDERATION OF SAN ANTONIO | |||||||
| 12500 NW MILITARY HWY STE 200 | SAN ANTONIO | TX | 782311871 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $4,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 BRAESWOOD | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| JEWISH NATIONAL FUND | |||||||
| PO BOX 5609 | HICKSVILLE | NY | 118025609 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $75 |
| JODI HOUSE | |||||||
| 625 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| JUDICIAL WATCH | |||||||
| PO BOX 96234 | WASHINGTON | DC | 200777480 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| KLRN | |||||||
| PO BOX 9 | SAN ANTONIO | TX | 782910009 | NONE | PUBLIC CHARITY | EDUCATION | $25 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 1218 ARION PARKWAY STE 102 | SAN ANTONIO | TX | 78216 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $200 |
| LOW VISION RESOURCE CENTER | |||||||
| 1250 NE LOOP 410 STE 630 | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $50 |
| MCNAY ART MUSEUM | |||||||
| 6000 N NEW BRAUNFELS AVE | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | EDUCATION | $270 |
| MUSEUM OF TOLERENCE | |||||||
| 9786 W PICO BLVD | LOS ANGELES | CA | 900354720 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| MUSICAL BRIDGES AROUND THE WORLD INC | |||||||
| 24165 IH WEST PMB 129 | SAN ANTONIO | TX | 78257 | NONE | PUBLIC CHARITY | EDUCATION | $10,500 |
| OPERA SANTA BARBARA | |||||||
| 1330 STATE ST STE 209 | SANTA BARBARA | CA | 931012681 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 |
| PAN-MASS CHALLENGE - DANA FARBER CANCER INSTITUTE | |||||||
| 43 CHINIAN PATH | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $1,250 |
| 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 | $350 |
| RESTORE EDUCATION | |||||||
| 1202 N FLORES STE 101 | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | EDUCATION | $360 |
| SAN ANTONIO BOTANICAL GARDEN | |||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $85 |
| SAN ANTONIO MUSEUM OF ART | |||||||
| 200 WEST JONES AVE | SAN ANTONIO | TX | 782151402 | NONE | PUBLIC CHARITY | EDUCATION | $95 |
| SANTA BARBARA HIGH SCHOOL GIRLS GOLF | |||||||
| 700 E ANAPAMU ST | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| SAN ANTONIO SYMPHONY | |||||||
| PO BOX 658 | SAN ANTONIO | TX | 782930658 | NONE | PUBLIC CHARITY | EDUCATION | $1,200 |
| 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 | RESEARCH & SOCIAL SERVICES | $250 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 900349069 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $100 |
| TEMPLE BETH-EL | |||||||
| 211 BELKNAP PL | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | RELIGION | $5,200 |
| TEXAS MEDICAL ASSOCIATION FOUNDATION | |||||||
| 401 W 15TH ST STE 100 | AUSTIN | TX | 787011672 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $100 |
| TEXAS SHABBAT 500 | |||||||
| 2101 NUECES ST | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| THE CLASSIC THEATRE | |||||||
| PO BOX 15454 | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | EDUCATION | $150 |
| THE HOLOCAUST MEMORIAL MUSEUM OF SAN ANTONIO | |||||||
| 12500 NW MILITARY HWY STE 200 | SAN ANTONIO | TX | 782311871 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| THE OPERA SAN ANTONIO | |||||||
| 417 8TH ST | SAN ANTONIO | TX | 78215 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| THE PATIENT INSTITUTE (BARSHOP JEWISH COMMUNITY CENTER OF SAN ANTONIO) | |||||||
| PO BOX 781971 | SAN ANTONIO | TX | 782781971 | NONE | PUBLIC CHARITY | EDUCATION | $800 |
| THE WILLIAM F BUCKLEY JR PROGRAM AT YALE | |||||||
| 234 CHURCH ST 7TH FL | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| TORAH ACADEMY OF SAN ANTONIO | |||||||
| 3003 SHOLOM DRIVE | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $5,500 |
| UNITED COMMUNITIES OF SAN ANTONIO | |||||||
| 3363 E COMMERCE STE 136 | SAN ANTONIO | TX | 78220 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $200 |
| UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY INC | |||||||
| PO BOX 898 | SAN ANTONIO | TX | 782930898 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| UNIVERSITY OF TEXAS HEALTH SAN ANTONIO | |||||||
| 7703 FLOYD CURL DR MC 7835 | SAN ANTONIO | TX | 782293900 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $200 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| PO BOX 70259 | PHILADELPHIA | PA | 191769885 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| WASHINGTON SCHOOL FOUNDATION | |||||||
| 290 LIGHTHOUSE RD | SANTA BARBARA | CA | 93109 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| WILLS EYE ALUMNI SOCIETY | |||||||
| 840 WALNUT STREET 8TH FL | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | EDUCATION | $125 |
| YALE UNIVERSITY | |||||||
| PO BOX 803 | NEW HAVEN | CT | 065080803 | NONE | PUBLIC CHARITY | EDUCATION | $82 |
| A NIGHT TO HONOR ISRAEL | |||||||
| PO BOX 1400 | SAN ANTONIO | TX | 78295 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| AMERICAN COMMITTEE FOR THE WEIZMAN INSTITUTE OF SCIENCE | |||||||
| PO BOX 19002 | NEW YORK | NY | 102770672 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $225 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVE STE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $300 |
| AMERICAN JEWISH COMMITTEE | |||||||
| PO BOX 170800 | MILWAUKEE | WI | 532179959 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $50 |
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY OF NEGEV | |||||||
| 1001 AVENUE OF THE AMERICAS 19TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| AMERICAN RED CROSS | |||||||
| 3642 E HOUSTON ST | SAN ANTONIO | TX | 78219 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| AARON LANSKY YIDDISH BOOK CENTER | |||||||
| 1021 WEST ST | AMHERST | MA | 010023375 | NONE | PUBLIC CHARITY | EDUCATION | $108 |
| BLOOD AND TISSUE CENTER FOUNDATION | |||||||
| 6211 IH 10 WEST | SAN ANTONIO | TX | 78201 | NONE | PUBLIC CHARITY | EDUCAITON & RESEARCH | $250 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $50 |
| CAMP YOUNG JUDEA | |||||||
| 5410 BELLAIRE BLVD STE 207 | BELLAIRE | TX | 77401 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| CHABAD OF SANTA BARBARA | |||||||
| PO BOX 60224 | SANTA BARBARA | CA | 931600224 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| CHILDREN'S HOSPITAL FOUNDATION OF SAN ANTONIO | |||||||
| 100 NE LOOP 410 STE 706 | SAN ANTONIO | TX | 782164738 | NONE | PUBLIC CHARITY | RESEARCH & SOCIAL SERVICES | $100 |
| CITY YEAR | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| DARTMOUTH HILLEL | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037554400 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $100 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 914991964 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $200 |
| FOOD BANK OF SANTA BARBARA | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| I CARE SAN ANTONIO | |||||||
| ONE HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $150 |
| ED CHOICE | |||||||
| 111 MONUMENT CIRCLE STE 2650 | INDIANAPOLIS | IN | 10001 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| KIPP SAN ANTONIO | |||||||
| 731 FREDERICKSBURG RD | SAN ANTONIO | TX | 78201 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| NATIONAL COUNCIL OF JEWISH WOMEN SA | |||||||
| PO BOX 780506 | SAN ANTONIO | TX | 78230 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON ST S719 | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $200 |
| SANTA BARBARA CITY COLLEGE FOUNDATION | |||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 931092394 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| UPSTATE MEDICAL ALUMNI ASSOCIATION | |||||||
| 750 ADAMS ST | SYRACUSE | NY | 132101834 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| WITTE MUSEUM | |||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 782096396 | NONE | PUBLIC CHARITY | EDUCATION | $90 |
| WORLD JEWISH CONGRESS | |||||||
| PO BOX 11032 | LEWISTON | ME | 042439400 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $175 |
| HIAS | |||||||
| 411 FIFTH AVE STE 1006 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,297 | 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 | $2,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $850 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS TO BASIS FOR WASH SALES | Desc |
| Amt | $38 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $755 | Amt |
| Net Investment Income | $755 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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