BRAVERMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRAVERMAN FAMILY CHARITABLE FOUNDATION (EIN 74-2940220)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-04
- IRS object ID
- 201403089349100625
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-04T15:45:24-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2147 E HILDEBRAND AVE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782096332 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78212 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELDON P BRAVERMAN | PersonNm |
| Person Title | PRESIDENT, TREASURER & DIRECTOR | PersonTitleTxt |
| Phone | 2102222154 | PhoneNum |
| Signature | 2014-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENE BARBER | PreparerPersonNm |
| PTIN | P00159768 | PTIN |
| Phone | 2102276363 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $366,567 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,985 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,950 | 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 | $4,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,382 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,382 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $152 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,561 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $419,943 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $362,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $362,622 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,064 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,824 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $421,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $370,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $366,567 | 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 | $421,007 | RetainedEarningBOYAmt |
| Retained Earning EOY | $370,446 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $421,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $370,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $421,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $370,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $421,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,561 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $370,446 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $370,446 | 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 |
|---|---|---|---|---|---|---|---|
| 2967.359 SHS RS LOW DURATION BOND FUND CL Y | 2012-03-06 | 2013-09-12 | $29,981 | $30,506 | -$525 | -$525 | |
| 2967.359 SHS RS LOW DURATION BOND FUND CL Y - WASH SALE | 2012-03-06 | 2013-09-12 | $11 | $11 | $11 | ||
| 985.22 SHS RS LOW DURATION BOND FUND CLASS Y | 2012-03-06 | 2013-11-12 | $9,981 | $10,129 | -$148 | -$148 | |
| 985.22 SHS RS LOW DURATION BOND FUND CLASS Y WASH SALE | 2012-03-06 | 2013-11-12 | $20 | $20 | $20 | ||
| 987.167 SHS RS LOW DURATION BOND FUND CLASS Y | 2012-03-06 | 2013-12-26 | $9,981 | $10,149 | -$168 | -$168 | |
| 987.167 SHS RS LOW DURATION BOND FUND CLASS Y WASH SALE | 2012-03-06 | 2013-12-26 | $11 | $11 | $11 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$799 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,576 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,661 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.826713 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,578 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,514 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.653714 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,405 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,147 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.918391 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,962 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,727 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.475570 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,104 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,371 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.027796 | DistributionYr5Rt |
| Total Distribution | 8.902184 | TotalDistributionRt |
| Average Distribution | 1.780437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,840 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,528 | 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 | $8 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $904 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $904 | 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 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782124701 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8 | TotalTaxAmt |
| Distributable Before Adj | $858 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $858 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $858 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,528 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,520 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,081 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,676 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,248 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,502 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $195,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $858 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,670 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $254,770 | 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 | $26,081 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $228,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,676 | ExcessFromYear4Amt |
| Excess From Year3 | $43,248 | ExcessFromYear3Amt |
| Excess From Year2 | $34,502 | ExcessFromYear2Amt |
| Excess From Year1 | $54,593 | ExcessFromYear1Amt |
| Excess From Current Year | $59,670 | 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HIAS INC | |||||||
| 333 SEVENTH AVE RM 1600 | NEW YORK | NY | 100015019 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| PO BOX 96402 | WASHINGTON | DC | 200906402 | NONE | PUBLIC CHARITY | EMERGENCY ASSISTANCE | $300 |
| AMERICAN JEWISH COMMITTEE | |||||||
| PO BOX 170800 | MILWAUKEE | WI | 532179959 | NONE | PUBLIC CHARITY | EDUCATION, RESEARCH | $50 |
| ANTI-DEFAMATION LEAGUE | |||||||
| PO BOX 96226 | WASHINGTON | DC | 200906226 | NONE | PUBLIC CHARITY | EDUCATION, RESEARCH | $50 |
| BARSHOP JEWISH COMMUNITY CENTER | |||||||
| 12500 NW MILITARY HWY | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $890 |
| CANCER THERAPY & RESEARCH CENTER | |||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 782299674 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| COMMITEE FOR ACURACY IN MIDDLE EAST REPORTING IN AMERICA (CAMERA) | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| CONGREGATION B'NAI B'RITH | |||||||
| 100 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | NONE | PUBLIC CHARITY | RELIGION | $2,900 |
| CONGREGATION RODFEI SHALOM | |||||||
| 3003 SHALOM DRIVE | SAN ANTONIO | TX | 78230 | NONE | PUBLIC CHARITY | RELIGION | $1,320 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 130707 | HOUSTON | TX | 772190707 | NONE | PUBLIC CHARITY | EDUCATION | $75 |
| FAMILY SERVICE AGENCY | |||||||
| 123 W GUTIERREZ ST | SANTA BARBARA | CA | 931013424 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $50 |
| FACTS AND LOGIC ABOUT THE MIDDLE EAST INC (FLAME) | |||||||
| PO BOX 590359 | SAN FRANCISCO | CA | 941590359 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| FRIENDS OF LUBAVITCH CHABAD OF SANTA BARBARA | |||||||
| PO BOX 60224 | SANTA BARBARA | CA | 931600224 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 492421205 | NONE | PUBLIC CHARITY | EDUCATION | $25 |
| 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 | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $29,050 |
| KIPP ACADEMY | |||||||
| 731 FREDERICKSBURG RD | SAN ANTONIO | TX | 78201 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| MCNAY ART MUSEUM | |||||||
| 6000 N NEW BRAUNFELS AVE | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | EDUCATION | $400 |
| MUSICAL BRIDGES AROUND THE WORLD INC | |||||||
| 23705 IH 10 W STE 101 | SAN ANTONIO | TX | 78257 | NONE | PUBLIC CHARITY | EDUCATION | $2,150 |
| NATIONAL YIDDISH BOOK CENTER INC | |||||||
| 1021 WEST ST | AMHERST | MA | 010023375 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| 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 | $100 |
| ROOSEVELT ELEMENTARY EDUCATION FOUNDATION | |||||||
| 1990 LAGUNA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 |
| RSNA R&E FOUNDATION | |||||||
| 820 JORIE BLVD | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $300 |
| SAN ANTONIO INTERNATIONAL PIANO COMPETITION | |||||||
| PO BOX 781146 | SAN ANTONIO | TX | 782780067 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| SAN ANTONIO MUSEUM OF ART | |||||||
| 200 WEST JONES AVE | SAN ANTONIO | TX | 78215 | NONE | PUBLIC CHARITY | EDUCATION | $65 |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA ST STE 200 | SANTA BARBARA | CA | 931013100 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 931303620 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| SOCIETY OF INTERVENTIONAL RADIOLOGY FOUNDATION | |||||||
| PO BOX 418088 | BOSTON | MA | 022418088 | NONE | PUBLIC CHARITY | RESEARCH | $100 |
| TEMPLE BETH EL | |||||||
| 211 BELKNAP | SAN ANTONIO | TX | 782125896 | NONE | PUBLIC CHARITY | RELIGION | $9,663 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 200024999 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| THE PATIENT INSTITUTE (BARSHOP JEWISH COMMUNITY CENTER OF SAN ANTONIO) | |||||||
| PO BOX 781971 | SAN ANTONIO | TX | 782781971 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| THE ROENTGEN FUND | |||||||
| 44211 SLATESTONE CT | LEESBURG | VA | 201769904 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $250 |
| UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY INC | |||||||
| PO BOX 898 | SAN ANTONIO | TX | 782930898 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| UPSTATE MEDICAL UNIVERSITY | |||||||
| 750 E ADAMS ST 1510 | SYRACUSE | NY | 132101834 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| WILLS EYE HOSPITAL SOCIETY | |||||||
| 54 LANKENAU MEDICAL BLDG E | WYNNEWOOD | PA | 19096 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| UNITED COMMUNITIES OF SAN ANTONIO | |||||||
| PO BOX 830219 | SAN ANTONIO | TX | 78283 | NONE | PUBLIC CHARITY | EDUCATION | $150 |
| WORLD JEWISH CONGRESS FOUNDATION | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| THE OPERA SAN ANTONIO | |||||||
| PO BOX 12449 | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 1844 | NEW HAVEN | CT | 065081844 | NONE | PUBLIC CHARITY | EDUCATION | $282 |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 4 EAST 34TH ST | NEW YORK | NY | 100164333 | NONE | PUBLIC CHARITY | EDUCATION | $75 |
| BEYOND TOLERANCE CENTER | |||||||
| 227 CONSTANCE LN | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 300 W PUEBLO ST | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | RESEARCH | $300 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200770172 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| CHILDSAFE | |||||||
| 7130 W US HWY 90 | SAN ANTONIO | TX | 78227 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| ANTHONY TRUST ASSOCIATION | |||||||
| PO BOX 205471 | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| HOUSTON BALLET | |||||||
| 601 PRESTON ST | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON ST 5TH FL | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| MUSEUM OF TOLERENCE | |||||||
| 9786 W PICO BLVD | LOS ANGELES | CA | 900354720 | NONE | PUBLIC CHARITY | EDUCATION | $65 |
| NEW YORK UNIVERSITY | |||||||
| 25 W FOURTH ST 4TH FL | NEW YORK | NY | 100121119 | NONE | PUBLIC CHARITY | EDUCATION | $18 |
| THE BLOOD & TISSUE CENTER FOUNDATION | |||||||
| 6211 IH 10 W | SAN ANTONIO | TX | 78201 | NONE | PUBLIC CHARITY | RESEARCH, EDUCATION | $100 |
| JEWISH FEDERATION OF SANTA BARBARA | |||||||
| 524 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,528 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,950 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$799 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,151 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STUART BRAVERMAN ANGELA MALONEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 232 CONSTANCE LANE | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,650 | Amt |
| Net Investment Income | $4,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FRACTIONAL INTEREST IN JWH SPECIAL CIRCUMSTANCE LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,824 | BookValueAmt |
| EOYFMV | $3,945 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM SCH K-1 JWH SPECIAL CIRCUMSTANCE LLC | Desc |
| Revenue And Expenses Per Books | $152 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $152 | 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 | $2,382 | Amt |
| Net Investment Income | $2,382 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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