BRAVERMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BRAVERMAN FAMILY FOUNDATION INC (EIN 65-0489592)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-07
IRS object ID
201743119349100104
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-07T08:09:03-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271957427PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PATHSTONE FAMILY OFFICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52047AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650489592EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Braverman Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRAVBusinessNameControlTxt
Phone4045920180PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13333 Piedmont RD NE No 2000AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNeil BravermanPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4045920180PhoneNum
Signature2017-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDawn M GinnatyPreparerPersonNm
PTINP00359487PTIN
Phone4045920180PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.165.165.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-07IPDt
IP Tm08:09:01IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9139FEACC6E8F7762F046F1D6395244670FD4627AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,451,058FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$77,501DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,216DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$337,840NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,929,737GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$340,900CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$415,341TotalRevAndExpnssAmt
Total Net Invst Incm$408,116TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,931TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,931TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,101OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,326OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,032TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,257TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,032TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,257TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$287,309ExcessRevenueOverExpensesAmt
Net Investment Income$398,859NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$147,073SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$144,644SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$144,644SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$736,291CorporateStockBOYAmt
Corporate Stock EOY$737,830CorporateStockEOYAmt
Corporate Stock EOYFMV$753,131CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$585,020CorporateBondsEOYAmt
Corporate Bonds EOYFMV$657,458CorporateBondsEOYFMVAmt
Other Investments BOY$1,242,856OtherInvestmentsBOYAmt
Other Investments EOY$872,233OtherInvestmentsEOYAmt
Other Investments EOYFMV$895,825OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,126,220TotalAssetsBOYAmt
Total Assets EOY$2,339,727TotalAssetsEOYAmt
Total Assets EOYFMV$2,451,058TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,126,220RetainedEarningBOYAmt
Retained Earning EOY$2,339,727RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,126,220TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,339,727TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,126,220TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,339,727TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,126,220TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$287,309ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,413,529SubtotalAmt
Other Decreases$73,802OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,339,727TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
30,000 SHS MORGAN STANLEY PLUS S&P 500$648,266$300,020$348,246$348,246
FIdelity - 4138 ST TRANSACTIONS$657,193$646,450$10,743$10,743
Fidelity - 4138 LT TRANSACTIONS$621,661$642,367-$20,706-$20,706
Section 1256 Gain from iShares$144$144$144P
Capital Gains Dividends$2,473$2,473$2,473P
FieldValueIRS element (for citing)
Capital Gain Net Income$340,900CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$134,696AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,493,268NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054024DistributionYr1Rt
Adjusted Qlfy Distri Yr2$114,789AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,615,256NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043892DistributionYr2Rt
Adjusted Qlfy Distri Yr3$103,544AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,357,962NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043912DistributionYr3Rt
Adjusted Qlfy Distri Yr4$109,214AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,180,654NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050083DistributionYr4Rt
Adjusted Qlfy Distri Yr5$103,668AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,171,884NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047732DistributionYr5Rt
Total Distribution0.239643TotalDistributionRt
Average Distribution0.047929AverageDistributionRt
Net Vl Noncharitable Assets$2,346,905NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$112,485AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,989NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$116,474AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,989InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,989SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,989TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,626EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$7,900AppliedToEsTaxAmt
Total Payments And Credits$9,526TotalPaymentsAndCreditsAmt
Overpayment$5,537OverpaymentAmt
Applied To ES Tax$5,537AppliedToESTaxAmt
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 StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNEIL K BRAVERMANIndividualWithBooksNm
Phone2395929914PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13333 PIEDMONT RD NE SUITE 2000AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
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

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
NEIL BRAVERMAN
3333 PIEDMONT RD NE SUITE 2000ATLANTAGA30305PRESIDENT0.00$0$0$0
JEANNE BRAVERMAN
3333 PIEDMONT RD NE SUITE 2000ATLANTAGA30305VICE PRESIDENT0.00$0$0$0
STEVEN BRAVERMAN
10 Sterling Blvd Suite 402EnglewoodNJ07631DIRECTOR0.00$0$0$0
DAVID BRAVERMAN
3333 PIEDMONT RD NE SUITE 2000ATLANTAGA30305DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DIRECT CASH CONTRIBUTIONS TO ORGANIZED CHARITIES. SEE DETAIL - FORM 990PF, PAGE 11, PART XV, 3a.Description1Txt
Expenses1$0Expenses1Amt

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$2,287,184AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$95,461AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,382,645TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,382,645AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,740CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,346,905NetVlNoncharitableAssetsAmt
Minimum Investment Return$117,345MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$117,345MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,989TaxBasedOnInvestmentIncomeAmt
Total Tax$3,989TotalTaxAmt
Distributable Before Adj$113,356DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$113,356DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$113,356DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$118,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,989PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$114,011AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,356DistributableAsAdjustedAmt
Undistributed Income PY$117,768UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$118,000QualifyingDistributionsAmt
Applied To Year1$117,768AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$232AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$113,124UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNEIL BRAVERMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Fidelity Charitable Gift Fund
PO Box 770001CincinattiOH452770053NONEPUBLIC CHARITYGeneral Program Services$67,000
FOOD ALLERGY RESEARCH & EDUCATION Inc
7925 JONES BRANCH DRIVE SUITE 1100MCLEANVA22102NONEPUBLIC CHARITYGENERAL PROGRAM SERVICES$25,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021NONEPUBLIC CHARITYGENERAL PROGRAM SERVICES$26,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,216ExclusionAmt
Related Or Exempt Function Incm$10,285RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$337,840ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$405,056ExclusionAmt
Related Or Exempt Function Incm$10,285RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$415,341TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementTAX-EXEMPT INTEREST AND NONDIVIDEND DISTRIBUTIONSRelationshipStatementTxt

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

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierDonor Advisory FundIdentifierTxt
Form And Line ReferenceForm 990-PF, Part VII-A, Line 12FormAndLineReferenceDesc
Medium ExplanationDURING TAX YEAR 2016, BRAVERMAN FAMILY FOUNDATION, INC. MADE A QUALIFYING DISTRIBUTION TO A DONOR ADVISED FUND OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAD ADVISORY PRIVILEGES. THE DONOR ADVISED FUND SHALL CONTRIBUTE ALL DISTRIBUTIONS TO QUALIFYING ORGANIZATIONS THAT ARE ORGANIZED TO ACCOMPLUSH A PURPOSE AS DEFINED UNDER IRC SEC. 170 (C)(2)(B) AT THE DISCRETION OF THE ADVISOR OF THE DONOR ADVISED FUND.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY 6120 - CORPORATE BONDSBondNm
EOY Book Value$585,020EOYBookValueAmt
EOYFMV$657,458EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY 4138 - CORPORATE STOCKStockNm
EOY Book Value$737,830EOYBookValueAmt
EOYFMV$753,131EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 4138 - MUTUAL FUNDSAT COST$768,693$774,863
FIDELITY 6120 - STRUCTURED NOTESAT COST$103,540$120,962

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$73,802Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REPORT FEE$61$61$0
INVESTMENT FEES$8,038$7,263$0
INVESTMENT FEES FROM POWERSHARES PASSTHROUGH INVESTMENT$2$2$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,931Amt
Net Investment Income$1,931NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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