BRAVERMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BRAVERMAN FAMILY CHARITABLE FOUNDATION (EIN 74-2940220)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201713179349100206
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T07:05:57-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | SHELDON P BRAVERMAN | PersonNm |
| Person Title | PRESIDENT, TREASURER & DIRECTOR | PersonTitleTxt |
| Phone | 2102222154 | PhoneNum |
| Signature | 2017-11-09 | 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 | 2017-11-13 | IPDt |
| IP Tm | 07:05:26 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B9C2A918A1313050F6683CCCA6DB76C94853E540 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B9C2A918A1313050F6683CCCA6DB76C94853E540 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $133,082 | 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 | $2,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,079 | 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 | $5,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,114 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,114 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,590 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,985 | CashBOYAmt |
| Cash EOY | $15,352 | CashEOYAmt |
| Cash EOYFMV | $15,352 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $210,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,730 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $221,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,082 | 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 | $221,906 | RetainedEarningBOYAmt |
| Retained Earning EOY | $135,990 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $221,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $221,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $135,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $221,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,868 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $136,038 | SubtotalAmt |
| Other Decreases | $48 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1003.009 SHS RS LOW DURATION BOND FUND CLASS Y | P | 2012-03-06 | 2016-02-09 | $9,981 | $10,311 | -$330 | -$330 |
| 2507.523 SHS RS LOW DURATION BOND FUND CLASS Y | P | 2012-03-06 | 2016-03-21 | $24,981 | $25,779 | -$798 | -$798 |
| 996.016 SHS RS LOW DURATION BOND FUND CLASS Y | P | 2012-06-03 | 2016-06-22 | $9,981 | $10,240 | -$259 | -$259 |
| 2487.562 SHS VICTORY INCORE LOW DURATION BOND FUND CLASS Y | P | 2012-03-06 | 2016-11-10 | $24,981 | $25,573 | -$592 | -$592 |
| 994.036 SHS VICTORY INCORE LOW DURATION BOND FUND CLASS Y | P | 2012-03-06 | 2016-09-16 | $9,981 | $10,219 | -$238 | -$238 |
| 999.001 SHS VICTORY INCORE LOW DURATION BOND FUND CLASS Y | P | 2012-03-06 | 2016-12-20 | $9,981 | $10,270 | -$289 | -$289 |
| WASH SALE LOSS ADJUSTMENTS | P | 2012-03-06 | 2016-12-31 | $48 | $48 | $48 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,458 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,779 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,025 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 5.885988 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,209 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.747267 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,317 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.494832 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,576 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,661 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.826713 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,578 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,514 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.653714 | DistributionYr5Rt |
| Total Distribution | 18.608514 | TotalDistributionRt |
| Average Distribution | 3.721703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,268 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,590 | 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 | $896 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $896 | TotalPaymentsAndCreditsAmt |
| Overpayment | $896 | OverpaymentAmt |
| Applied To ES Tax | $896 | 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 | SHELDON P BRAVERMAN | 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 | $9,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $463 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $463 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $463 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,590 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,590 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,590 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,502 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,593 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,670 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,459 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,178 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $289,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $463 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,127 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $367,529 | 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 | $34,502 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $333,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,593 | ExcessFromYear4Amt |
| Excess From Year3 | $59,670 | ExcessFromYear3Amt |
| Excess From Year2 | $70,459 | ExcessFromYear2Amt |
| Excess From Year1 | $70,178 | ExcessFromYear1Amt |
| Excess From Current Year | $78,127 | 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 (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ROENTGEN RAY SOCIETY | |||||||
| PO BOX 418446 | BP | MA | 022418446 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $50 |
| 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 | $500 |
| CHABAD CENTER FOR JEWISH LIFE & LEARNING | |||||||
| 14535 BLANCO RD | SAN ANTONIO | TX | 78216 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| CONGREGATION B'NAI B'RITH | |||||||
| 1000 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | NONE | PUBLIC CHARITY | RELIGION | $5,092 |
| CONGREGATION RODFEI SHOLOM | |||||||
| 3003 SHOLOM DRIVE | SAN ANTONIO | TX | 78230 | NONE | PUBLIC CHARITY | RELIGION | $70 |
| FBI SAN ANTONIO CITIZENS ACADEMY | |||||||
| PO BOX 460202 | SAN ANTONIO | TX | 782460202 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | |||||||
| PO BOX 7309 | SAN FRANCISCO | CA | 941209833 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| HADASSAH CO ROBERTA ABELMAN | |||||||
| 1159 RIVER PARK | SAN ANTONIO | TX | 78216 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| HILLEL SAN ANTONIO | |||||||
| 2105 SAN ANTONIO ST | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| HOPE FOR THE FUTURE | |||||||
| PO BOX 1361 | SAN ANTONIO | TX | 78295 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| JEWISH FAMILY SERVICE | |||||||
| 12500 NW MILITARY HWY STE 250 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $400 |
| JEWISH FEDERATION OF SAN ANTONIO | |||||||
| 12500 NW MILITARY HWY STE 200 | SAN ANTONIO | TX | 782311871 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $49,108 |
| JEWISH FEDERATION OF SANTA BARBARA | |||||||
| 524 CHAPALA ST | SANTA BARBARA | CA | 931013412 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| JUDICIAL WATCH | |||||||
| PO BOX 96234 | WASHINGTON | DC | 200777480 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| JODI HOUSE | |||||||
| 625 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| KLRN | |||||||
| PO BOX 9 | SAN ANTONIO | TX | 782910009 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| LOBERO THEATRE FOUNDATION | |||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 931012213 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| MCNAY ART MUSEUM | |||||||
| 6000 N NEW BRAUNFELS AVE | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | EDUCATION | $735 |
| MUSEUM OF TOLERENCE | |||||||
| 9786 W PICO BLVD | LOS ANGELES | CA | 900354720 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| MUSICAL BRIDGES AROUND THE WORLD INC | |||||||
| 23705 IH 10 W STE 101 | SAN ANTONIO | TX | 78257 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 |
| OPERA SANTA BARBARA | |||||||
| 1330 STATE ST STE 209 | SANTA BARBARA | CA | 931012681 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PUBLIC CHARITY | EDUCATION | $175 |
| RADIOLOGICAL SOCIETY OF NORTH AMERICA RESEARCH & EDUCATION FOUNDATION | |||||||
| 820 JORIE BLVD | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | EDUCATION | $300 |
| RADIOLOGICAL SOCIETY OF NORTH AMERICA | |||||||
| PO BOX 4799 | CAROL STREAM | IL | 601974799 | NONE | PUBLIC CHARITY | EDUCATION | $300 |
| PLANNED PARENTHOOD SOUTH TEXAS | |||||||
| 2140 BABCOCK RD | SAN ANTONIO | TX | 782294424 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $250 |
| SAN ANTONIO MUSEUM OF ART | |||||||
| 200 WEST JONES AVE | SAN ANTONIO | TX | 78215 | NONE | PUBLIC CHARITY | EDUCATION | $125 |
| SAN ANTONIO SYMPHONY | |||||||
| PO BOX 658 | SAN ANTONIO | TX | 782930658 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA ST STE 200 | SANTA BARBARA | CA | 931013100 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DR | LOS ANGELES | CA | 900354738 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| TEXAS 400 FOR CANCER | |||||||
| PO BOX 6459 | AUSTIN | TX | 78762 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $75 |
| TEXAS SHABBAT 500 | |||||||
| 2105 SAN ANTONIO ST | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| TEXAS MEDICAL ASSOCIATION FOUNDATION | |||||||
| 401 W 15TH ST STE 100 | AUSTIN | TX | 787011672 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $25 |
| TORAH ACADEMY OF SAN ANTONIO | |||||||
| 3003 SHOLOM DRIVE | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| THE ANTHONY TRUST ASSOCIATION | |||||||
| PO BOX 205471 | NEW HAVEN | CT | 065205471 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| THE OPERA SAN ANTONIO | |||||||
| 417 8TH ST | SAN ANTONIO | TX | 78215 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| THE PATIENT INSTITUTE (BARSHOP JEWISH COMMUNITY CENTER OF SAN ANTONIO) | |||||||
| PO BOX 781971 | SAN ANTONIO | TX | 782781971 | NONE | PUBLIC CHARITY | EDUCATION | $650 |
| THE WOLF MUSEUM OF EXPLORATION AND INNOVATION | |||||||
| PO BOX 4808 | SANTA BARBARA | CA | 93140 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $250 |
| THE HOLOCAUST MEMORIAL MUSEUM OF SAN ANTONIO | |||||||
| 12500 NW MILITARY HWY STE 200 | SAN ANTONIO | TX | 782311871 | NONE | PUBLIC CHARITY | EDUCATION | $180 |
| THE WILLIAM F BUCKLEY JR PROGRAM AT YALE | |||||||
| 234 CHURCH ST 7TH FL | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| UNITED COMMUNITIES OF SAN ANTONIO | |||||||
| PO BOX 830219 | SAN ANTONIO | TX | 78283 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $100 |
| UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY INC | |||||||
| PO BOX 898 | SAN ANTONIO | TX | 782930898 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,250 |
| UNITY SHOPPE | |||||||
| 110 WEST SOLA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $200 |
| 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 | $100 |
| YALE UNIVERSITY | |||||||
| PO BOX 803 | NEW HAVEN | CT | 065080803 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| LUPUS FOUNDATION OF AMERICA | |||||||
| PO BOX 96864 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $250 |
| JEWISH NATIONAL FUND | |||||||
| PO BOX 5609 | HICKSVILLE | NY | 118025609 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $75 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| PO BOX 70259 | PHILADELPHIA | PA | 191769885 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 1218 ARION PARKWAY | SAN ANTONIO | TX | 78216 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $800 |
| MAIMONIDES SOCIETY | |||||||
| 12500 NW MILITARY HWY STE 200 | SAN ANTONIO | TX | 782311871 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $40 |
| PAN-MASS CHALLENGE - DANA FARBER CANCER INSTITUTE | |||||||
| 43 CHINIAN PATH | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $100 |
| PRESBYTERIAN CHILDREN'S HOME | |||||||
| 6355 WHITBY ROAD | SAN ANTONIO | TX | 78240 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $100 |
| SAN ANTONIO SPORTS | |||||||
| PO BOX 830386 | SAN ANTONIO | TX | 782830386 | NONE | PUBLIC CHARITY | EDUCATION & SOCIAL SERVICES | $250 |
| SOCIETY OF INTERVENTIONAL RADIOLOGY - SIR FOUNDATION | |||||||
| 3975 FAIR RIDGE DR STE 400N | FAIRFAX | VA | 22033 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,590 | 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 | $2,079 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,458 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$379 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$379 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,775 | Amt |
| Net Investment Income | $5,775 | 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 | $48 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,114 | Amt |
| Net Investment Income | $1,114 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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