BRAVERMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BRAVERMAN FAMILY FOUNDATION INC (EIN 65-0489592)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-15
- IRS object ID
- 201111969349100501
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-15T09:27:28-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHSTONE FAMILY OFFICE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52047 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650489592 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAVERMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRAV | NameControl |
| Phone | 4045920180 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4454 WAYSIDE DRIVE | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34119 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NEIL BRAVERMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 4045920180 | Phone |
| Date Signed | 2011-07-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAWN M GINNATY | Name |
| Phone | 4045920180 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2188679 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 92628 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 92579 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 61956 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 587716 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 61956 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 154584 | TotalRevenueAndExpenses |
| Total Net Investment Income | 154535 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 815 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 315 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 48 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 48 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 863 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 363 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 82700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 82700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 83563 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 363 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 82700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 71021 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 154172 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 13298 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 118302 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 118302 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 100023 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 771115 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4464 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7253 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1200870 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 66439 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 72863 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 1967626 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1990261 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2085306 | TotalAssetsBOY |
| Total Assets EOY | 2156831 | TotalAssetsEOY |
| Total Assets EOYFMV | 2188679 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2085306 | RetainedEarningsBOY |
| Retained Earnings EOY | 2156831 | RetainedEarningsEOY |
| Total Net Assets BOY | 2085306 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2156831 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2085306 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2156831 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2085306 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 71021 | ExcessOfRevenueOverExpenses |
| Other Increases | 504 | OtherIncreases |
| Subtotal | 2156831 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2156831 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PIMCO TOTAL RETURN FUND INST | P | 2009-02-12 | 2010-11-10 | 399985 | 350653 | 49332 | 49332 |
| PIMCO TOTAL RETURN FUND INST | P | 2009-02-12 | 2010-12-07 | 74985 | 67305 | 7680 | 7680 |
| WOODVILLE TEX RFDG 6.5% | P | 2006-01-17 | 2010-08-02 | 20000 | 21560 | -1560 | -1560 |
| WOODVILLE TEX RFDG 6.5% | P | 2006-01-17 | 2010-12-13 | 80000 | 86242 | -6242 | -6242 |
| CAPITAL GAINS DIVIDENDS | P | 12746 | 12746 | 12746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 61956 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40750 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1845507 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.022081 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 47000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1889033 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.024880 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 325 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1919963 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000169 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1851397 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.001350 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11920 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1256651 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.009486 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.057966 | TotalDistributionRatio |
| Average Distribution Ratio | 0.011593 | AverageDistributionRatio |
| Net Noncharitable Assets | 2093114 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24265 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1542 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 25807 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 82700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1542 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1542 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1542 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1758 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 1758 | TotalCreditsAndPayments |
| Overpayment | 216 | Overpayment |
| Amount Credited To Next Year | 216 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | NEIL K BRAVERMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2395929914 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4454 WAYSIDE DRIVE | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| NEIL BRAVERMAN | ||||||||
| 4454 WAYSIDE DRIVE | NAPLES | FL | 34119 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| JEANNE BRAVERMAN | ||||||||
| 4454 WAYSIDE DRIVE | NAPLES | FL | 34119 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| STEVEN BRAVERMAN | ||||||||
| 4454 WAYSIDE DRIVE | NAPLES | FL | 34119 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID BRAVERMAN | ||||||||
| 4454 WAYSIDE DRIVE | NAPLES | FL | 34119 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CASH CONTRIBUTIONS TO ORGANIZED CHARITIES. SEE DETAIL - FORM 990PF, PAGE 11, PART XV, 3A. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2096303 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28686 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2124989 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2124989 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31875 | CashDeemedCharitable |
| Net Noncharitable Assets | 2093114 | NetNoncharitableAssets |
| Minimum Investment Return | 104656 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 104656 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1542 | TaxBasedOnInvestmentIncome |
| Total Tax | 1542 | TotalTax |
| Distributable Amount Before Adj | 103114 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 103114 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 103114 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 82700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 82700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1542 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 81158 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 103114 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 82692 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 82700 | QualifyingDistributions |
| Applied To Year1 | 82692 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 103106 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEIL BRAVERMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $2,500 |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,000 |
| BOYS & GIRLS CLUB OF COLLIER COUNTY | |||||||
| 7500 DAVIS BLVD | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| TUFTS UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 800 WASHINGTON ST231 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,500 |
| MULTIPLE SCLEROSIS CENTER OF SW FLORIDA | |||||||
| 971 3RD AVENUE N | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $100 |
| UNIVERSITY OF CHICAGO RALLY FOR KIDS | |||||||
| 1427 EAST 60TH STREET SUITE 120 | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $200 |
| MEALS ON WHEELS OF BONITA SPRINGS | |||||||
| 26275 DUCHESS LN | BONITA SPRINGS | FL | 34135 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $200 |
| SCHWAB CHARITABLE FUND | |||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $75,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 82700 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $92,579 | ExclusionAmount |
| Related Or Exempt Function Income | 49 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $61,956 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $154,535 | ExclusionAmount |
| Related Or Exempt Function Income | 49 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 154584 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumber |
| Relationship Statement | TAX EXEMPT INTEREST ON STATE AND LOCAL BONDS | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB 3356 | 0 | 0 |
| PERSHING 7187 | 66439 | 72863 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB 3356 | 0 | 0 |
| PERSHING 7187 | 4464 | 7253 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS-PERSHING 7187 | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1967626 | BookValue |
| EOYFMV | 1990261 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 48 | RevenueAndExpensesPerBooks |
| Net Investment Income | 48 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FAIR MARKET VALUE ADJUSTMENT | Description |
| Amount | $504 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL INCOME TAXES | $500 | 0 | 0 |
| FOREIGN TAXES | $315 | 315 | 0 |
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