BRAVERMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BRAVERMAN FAMILY CHARITABLE FOUNDATION (EIN 74-2940220)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-08
- IRS object ID
- 201113129349100751
- Schema version
- 2010v3.4
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-08T11:07:02-06:00 | 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 | GENE BARBER & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742940220 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAVERMAN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRAV | NameControl |
| Phone | 2102222154 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHELDON P BRAVERMAN | Name |
| Title | PRESIDENT, TREASURER & DIRECTOR | Title |
| Phone | 2102222154 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GENE BARBER | Name |
| Phone | 2102276363 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 520114 | 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 |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 9 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7971 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7971 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7971 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 7984 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7984 | 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 |
| Accounting Fees Rev And Expnss | 4200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4200 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2450 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2450 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9542 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9542 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16192 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16192 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 44405 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 44405 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 60597 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16192 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 44405 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -52613 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 447438 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 395666 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 395666 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 129319 | InvestmentsOtherBOY |
| Investments Other EOY | 128771 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 124448 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 576757 | TotalAssetsBOY |
| Total Assets EOY | 524437 | TotalAssetsEOY |
| Total Assets EOYFMV | 520114 | 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 | 576757 | RetainedEarningsBOY |
| Retained Earnings EOY | 524437 | RetainedEarningsEOY |
| Total Net Assets BOY | 576757 | TotalNetAssetsBOY |
| Total Net Assets EOY | 524437 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 576757 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 524437 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 576757 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -52613 | ExcessOfRevenueOverExpenses |
| Other Increases | 293 | OtherIncreases |
| Subtotal | 524437 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 524437 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| FROM SCH K-1 RJO GLOBAL TRUST FEIN: 36-4113382 | P | 5344 | 5344 | 5344 |
| FROM SCH K-1 RJO GLOBAL TRUST FEIN: 36-4113382 | P | 2627 | 2627 | 2627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7971 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37962 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 25727 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.475570 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 27104 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 26371 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.027796 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45211 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 26292 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.719572 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 118349 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 29687 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 3.986560 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53248 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 31945 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.666865 | DistributionRatioYear5 |
| Total Distribution Ratio | 9.876363 | TotalDistributionRatio |
| Average Distribution Ratio | 1.975273 | AverageDistributionRatio |
| Net Noncharitable Assets | 23147 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 45722 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 45722 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 44405 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 904 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 904 | TotalCreditsAndPayments |
| Overpayment | 904 | Overpayment |
| Amount Credited To Next Year | 904 | 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 | TX | 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 | SHELDON P BRAVERMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2102222154 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 |
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 | 4887 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18613 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 23500 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 23500 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 353 | CashDeemedCharitable |
| Net Noncharitable Assets | 23147 | NetNoncharitableAssets |
| Minimum Investment Return | 1157 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1157 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 1157 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1157 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1157 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 44405 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 44405 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 44405 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1157 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 52001 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 117581 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 46290 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 26081 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 36676 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 278629 | TotalExcessDistriCarryover |
| Qualifying Distributions | 44405 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1157 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 43248 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 321877 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 52001 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 269876 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 117581 | ExcessFromYear4 |
| Excess From Year3 | 46290 | ExcessFromYear3 |
| Excess From Year2 | 26081 | ExcessFromYear2 |
| Excess From Year1 | 36676 | ExcessFromYear1 |
| Excess From Current Year | 43248 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELDON P BRAVERMAN | ContributingManager |
| Contributing Manager | PHYLLIS BRAVERMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (72 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALAMO BREAST CANCER FOUNDATION | |||||||
| PO BOX 780067 | SAN ANTONIO | TX | 782780067 | NONE | PUBLIC CHARITY | RESEARCH | $50 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||||
| PO BOX 19002 | NEW YORK | NY | 102770673 | NONE | PUBLIC CHARITY | RESEARCH | $360 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| PO BOX 5409 | CHICAGO | IL | 606805409 | NONE | PUBLIC CHARITY | EMERGENCY ASSISTANCE | $50 |
| AMERICAN HEART ASSOCIATION | |||||||
| 8417 WURZBACH RD | SAN ANTONIO | TX | 78229 | NONE | PUBLIC CHARITY | RESEARCH | $70 |
| AMERICAN JEWISH COMMITTEE | |||||||
| PO BOX 170800 | MILWAUKEE | WI | 532179960 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| AMERICAN JEWISH CONGRESS | |||||||
| PO BOX 170305 | MILWAUKEE | WI | 532179963 | NONE | PUBLIC CHARITY | EDUCATION | $75 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 8208 CALLAGHAN RD | SAN ANTONIO | TX | 78229 | NONE | PUBLIC CHARITY | RESEARCH | $50 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| PO BOX 170305 | MILWAUKEE | WI | 532179963 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| ANY BABY CAN OF SAN ANTONIO | |||||||
| 218 HOWARD | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | RESEARCH | $50 |
| AVON WALK FOR BREAST CANCER | |||||||
| 4930 WILTSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | RESEARCH | $100 |
| BARSHOP JEWISH COMMUNITY CENTER | |||||||
| 12501 NW MILITARY HWY STE 275 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $80 |
| B'NAI B'RITH INTERNATIONAL | |||||||
| PO BOX 96729 | WASHINGTON | DC | 200906730 | NONE | PUBLIC CHARITY | EDUCATION | $85 |
| CAMERA | |||||||
| PO BOX 34040 | BOSTON | MA | 021359941 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| CANCER CENTER SANTA BARBARA | |||||||
| 301 WEST PUEBLO ST | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | RESEARCH | $200 |
| CHABAD LABAVITCH OF SOUTH TEXAS INC | |||||||
| 14536 BLANCO RD | SAN ANTONIO | TX | 78216 | NONE | PUBLIC CHARITY | RELIGION | $2,500 |
| CHABAD OF MID-SUFFOLK | |||||||
| 319 VETERANS HIGHWAY | COMMACK | NY | 11725 | NONE | PUBLIC CHARITY | RELIGION | $200 |
| CHABAD SANTA BARBARA | |||||||
| PO BOX 60224 | SANTA BARBARA | CA | 93160 | NONE | PUBLIC CHARITY | RELIGION | $150 |
| COMMUNITY KITCHEN | |||||||
| PO BOX 24116 | SANTA BARBARA | CA | 931214117 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| CONGREGATION B'NAI B'RITH | |||||||
| 1001 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | NONE | PUBLIC CHARITY | RELIGION | $3,286 |
| CONGREGATION RODFEI SHALOM | |||||||
| 3004 SHALOM DRIVE | SAN ANTONIO | TX | 78230 | NONE | PUBLIC CHARITY | RELIGION | $485 |
| CORNELL HILLEL | |||||||
| G-34 ANABEL TAYLOR HALL | ITHACA | NY | 14854 | NONE | PUBLIC CHARITY | EDUCATION | $180 |
| CANCER THERAPY & RESEARCH CENTER | |||||||
| 7704 FLOYD CURL DRIVE | SAN ANTONIO | TX | 782299674 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 130707 | HOUSTON | TX | 772190708 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| ELEANOR KOLITZ ACADEMY | |||||||
| 12501 NW MILITARY HWY STE 250 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| FACTS AND LOGIC ABOUT THE MIDDLE EAST INC (FLAME) | |||||||
| PO BOX 590359 | SAN FRANCISCO | CA | 94160 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| FRIENDS OF THE RONALD MCDONALD HOUSE OF SAN ANTONIO TX | |||||||
| 4804 SID KATZ | SAN ANTONIO | TX | 78229 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $60 |
| HADASSAH | |||||||
| 51 W 58TH ST | NEW YORK | NY | 100192500 | NONE | PUBLIC CHARITY | EDUCATION | $36 |
| HARRY AND JEANETTE WEINBURG CAMPUS OF THE SAN ANTONIO JEWISH COMMUNITY | |||||||
| 12501 NW MILITARY HWY STE 100 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| 334 SEVENTH AVE 16TH FL | NEW YORK | NY | 100015019 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| HILLSDALE COLLEGE | |||||||
| PO BOX 96607 | WASHINGTON | DC | 200906608 | NONE | PUBLIC CHARITY | EDUCATION | $25 |
| HOLOCAUST MUSEUM HOUSTON | |||||||
| 5402 CAROLINE ST | HOUSTON | TX | 77004 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| JEWISH FAMILY SERVICES | |||||||
| 12501 NW MILITARY HWY STE 250 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $400 |
| JEWISH FEDERATION OF SAN ANTONIO | |||||||
| 12501 NW MILITARY HWY STE 200 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $36 |
| JEWISH NATIONAL FUND | |||||||
| PO BOX 5609 | HICKSVILLE | NY | 118025610 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| KCET | |||||||
| PO BOX 469028 | ESCONDIDO | CA | 920469029 | NONE | PUBLIC CHARITY | EDUCATION | $120 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 204 CLIFFSIDE DRIVE | SAN ANTONIO | TX | 78232 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| LOBERO THEATER FOUNDATION | |||||||
| 34 E CANON PERDIDO ST | SANTA BARBARA | CA | 931019906 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| MARCH OF DIMES | |||||||
| PO BOX 8972 | TOPEKA | KS | 660088973 | NONE | PUBLIC CHARITY | RESEARCH | $35 |
| MARINES MEMORIAL ASSOCIATION | |||||||
| 610 SUTTER ST | SAN FRANCISCO | CA | 94102 | NONE | VETERAN ASSOCIATION | EDUCATION | $160 |
| MCNAY ART MUSEUM | |||||||
| PO BOX 6069 | SAN ANTONIO | TX | 782090070 | NONE | PUBLIC CHARITY | EDUCATION | $75 |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC (MEMRI) | |||||||
| PO BOX 27837 | WASHINGTON | DC | 200771671 | NONE | PUBLIC CHARITY | EDUCATION | $25 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1071 FAIRWAY RD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| MUSICAL BRIDGES AROUND THE WORLD INC | |||||||
| 7905 SUMMIT CIRCLE | SAN ANTONIO | TX | 78256 | NONE | PUBLIC CHARITY | EDUCATION | $1,250 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1434 GREY OAK | SAN ANTONIO | TX | 78214 | NONE | PUBLIC CHARITY | RESEARCH | $100 |
| NATIONAL YIDDISH BOOK CENTER INC | |||||||
| 1022 WEST ST | AMHERST | MA | 010029950 | NONE | PUBLIC CHARITY | EDUCATION | $108 |
| OPERA SANTA BARBARA | |||||||
| 131 STATE ST STE 209 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 |
| PLANNED PARENTHOOD OF SAN ANTONIO AND SOUTH CENTRAL TEXAS | |||||||
| 105 BABCOCK RD | SAN ANTONIO | TX | 782012900 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| PRESBYTERIAN SCHOOL | |||||||
| 5301 MAIN ST | HOUSTON | TX | 77004 | NONE | PUBLIC CHARITY | EDUCATION | $75 |
| PRINCESTON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 085435359 | NONE | PUBLIC CHARITY | EDUCATION | $300 |
| ROOSEVELT ELEMENTARY EDUCATION FOUNDATION | |||||||
| 1991 LAGUNA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| SAN ANTONIO INTERNATIONAL PIANO COMPETITION | |||||||
| PO BOX 781146 | SAN ANTONIO | TX | 78279 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| SAN ANTONIO OPERA | |||||||
| 910 NE LOOP 410 STE 636 | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| SAN ANTONIO SYMPHONY | |||||||
| PO BOX 658 | SAN ANTONIO | TX | 782930659 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| SANTA BARBARA COTTAGE HOSPITAL | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | HEALTH SERVICES | $3,334 |
| SANTA BARBARA FOUNDATION | |||||||
| 16 E CARRILLO ST | SANTA BARBARA | CA | 931012780 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 501 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $100 |
| SIMON WIESENTHAL CENTER | |||||||
| 1400 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| SOCIETY OF INTERVENTIONAL RADIOLOGY | |||||||
| PO BOX 80355 | BALTIMORE | MD | 212800356 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| SOUTHWEST SCHOOL OF ART AND CRAFT | |||||||
| 301 AUGUSTA | SAN ANTONIO | TX | 782051296 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| TEMPLE BETH EL | |||||||
| 212 BELKNAP | SAN ANTONIO | TX | 782125896 | NONE | PUBLIC CHARITY | RELIGION | $9,525 |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1707 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 432 ISOM RD STE 125 | SAN ANTONIO | TX | 782169938 | NONE | PUBLIC CHARITY | RESEARCH | $275 |
| THE PATIENT INSTITUTE (BARSHOP JEWISH COMMUNITY CENTER OF SAN ANTONIO) | |||||||
| PO BOX 781971 | SAN ANTONIO | TX | 782781972 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| UNICORN CENTERS INC | |||||||
| 4631 HAMILTON WOLFE | SAN ANTONIO | TX | 782293331 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| UNITED STATES OLYMPIC COMMITTEE | |||||||
| PO BOX 7010 | ALBERT LEA | MN | 560078011 | NONE | PUBLIC CHARITY | ATHLETICS | $20 |
| UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY INC | |||||||
| PO BOX 898 | SAN ANTONIO | TX | 782930899 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,750 |
| UPSTATE MEDICAL UNIVERSITY | |||||||
| 751 E ADAMS ST 1510 | SYRACUSE | NY | 13210 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| PO BOX 96360 | WASHINGTON | DC | 200906361 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| WILLS EYE HOSPITAL SOCIETY | |||||||
| 257 LANKENAU MEDICAL BLDG EAST | WYNNEWOOD | PA | 19096 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $200 |
| WORLD JEWISH CONGRESS FEDERATION | |||||||
| PO BOX 90400 | WASHINGTON | DC | 200900401 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 5 EAST 34TH ST | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | EDUCATION | $75 |
| CATHEDRAL HIGH SCHOOL | |||||||
| 1310 WORTH STANTON | EL PASO | TX | 79902 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 44405 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,971 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $7,984 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7984 | TotalPartXVIA |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,200 | Amount |
| Net Investment Income | 4200 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FRACTIONAL INTEREST IN RJO GLOBAL TRUST | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 128771 | BookValue |
| EOYFMV | 124448 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FROM SCH K-1 RJO GLOBAL TRUST | 8599 | 8599 | 0 |
| FROM SCH K-1 JWH SPECIAL CIRCUMSTANCE LLC | 943 | 943 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDEDUCTIBLE EXPENSES FROM SCH K-1 RJO GLOBAL TRUST | Description |
| Amount | $293 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $2,450 | Amount |
| Net Investment Income | 2450 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments