ELIZABETH B GREEN PRIVATE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH B GREEN PRIVATE FOUNDATION (EIN 45-4209357)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202433069349100603
- Schema version
- 2023v5.1
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T05:31:49-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454209357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH B GREEN PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Bradley J Goldstein | InCareOfNm |
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Foreign Phone | 5617229376 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11147 Silver Ridge St | AddressLine1Txt |
| City | Wellington | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bradley Goldstein | PersonNm |
| Person Title | DIR VP | PersonTitleTxt |
| Foreign Phone | 5617229376 | ForeignPhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,372,746 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $224,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,137 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$65,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,095,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $158,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,137 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $144,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $129,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,996 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,996 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,596 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$255,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,955 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,043 | CashBOYAmt |
| Cash EOY | $9,457 | CashEOYAmt |
| Cash EOYFMV | $9,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,367 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,367 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,055,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,800,711 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,260,922 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $6,168,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,912,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,372,746 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,168,486 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,912,535 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,168,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,912,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,168,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,912,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,168,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$255,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $5,912,535 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,912,535 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - INVESCO DB AG | $29,558 | $0 | $33,321 | -$3,763 | -$3,763 |
| Publicly Traded Securities - TORTOISE ENE | $14,605 | $0 | $12,317 | $2,288 | $2,288 |
| Publicly Traded Securities - NUVEEN FLO | $415,558 | $0 | $432,455 | -$16,897 | -$16,897 |
| Publicly Traded Securities - ALPS COR | $25,781 | $0 | $27,921 | -$2,140 | -$2,140 |
| Publicly Traded Securities - EATON VANCE | $296,019 | $0 | $316,734 | -$20,715 | -$20,715 |
| Publicly Traded Securities - PIMCO COMM | $102,271 | $0 | $155,239 | -$52,968 | -$52,968 |
| Publicly Traded Securities - WILLIAMS CO | $5,779 | $0 | $5,628 | $151 | $151 |
| Publicly Traded Securities - VERALTO | $1,157 | $0 | $1,062 | $95 | $95 |
| Publicly Traded Securities - P&G | $27,865 | $0 | $30,246 | -$2,381 | -$2,381 |
| Publicly Traded Securities - PEPSICO | $41,003 | $0 | $41,880 | -$877 | -$877 |
| Publicly Traded Securities - PHILIP MORRIS | $14,133 | $0 | $14,513 | -$380 | -$380 |
| Publicly Traded Securities - OCCIDENTAL | $12,708 | $0 | $7,204 | $5,504 | $5,504 |
| Publicly Traded Securities - NEXTERA | $41,343 | $0 | $48,732 | -$7,389 | -$7,389 |
| Publicly Traded Securities - MERCK | $31,056 | $0 | $28,382 | $2,674 | $2,674 |
| Publicly Traded Securities - MORGAN STANLEY | $523 | $0 | $452 | $71 | $71 |
| Publicly Traded Securities - J & J | $17,659 | $0 | $14,665 | $2,994 | $2,994 |
| Publicly Traded Securities - J P MORGAN EXC | $108,718 | $0 | $108,491 | $227 | $227 |
| Publicly Traded Securities - BLACKROCK SHORT | $284,293 | $0 | $279,060 | $5,233 | $5,233 |
| Publicly Traded Securities - HOME DEPOT | $14,521 | $0 | $12,294 | $2,227 | $2,227 |
| Publicly Traded Securities - HONEYWELL | $12,298 | $0 | $13,697 | -$1,399 | -$1,399 |
| Publicly Traded Securities - GOLDMAN SACHS | $12,123 | $0 | $12,049 | $74 | $74 |
| Publicly Traded Securities - FREEPORT MCMORAN | $32,603 | $0 | $23,787 | $8,816 | $8,816 |
| Publicly Traded Securities - EXXON | $25,459 | $0 | $16,600 | $8,859 | $8,859 |
| Publicly Traded Securities - DEERE | $14,072 | $0 | $12,376 | $1,696 | $1,696 |
| Publicly Traded Securities - CHEVRON | $47,006 | $0 | $50,133 | -$3,127 | -$3,127 |
| Publicly Traded Securities - APPLE | $12,026 | $0 | $12,706 | -$680 | -$680 |
| Publicly Traded Securities - ASTRAZENECA | $14,985 | $0 | $11,058 | $3,927 | $3,927 |
| Publicly Traded Securities - APA CORP | $11,903 | $0 | $11,358 | $545 | $545 |
| Publicly Traded Securities - GUGGENHJEIM LIM | $674,826 | $0 | $676,726 | -$1,900 | -$1,900 |
| Publicly Traded Securities - PIMCO | $281,403 | $0 | $290,235 | -$8,832 | -$8,832 |
| Publicly Traded Securities - GUGGENHEIM TOTAL | $285,314 | $0 | $292,460 | -$7,146 | -$7,146 |
| Publicly Traded Securities - TORTOISE ENG | $623 | $0 | $578 | $45 | $45 |
| Publicly Traded Securities - NUVEEN FLOAT | $17,137 | $0 | $17,266 | -$129 | -$129 |
| Publicly Traded Securities - COHEN & STEERS | $890,488 | $0 | $918,724 | -$28,236 | -$28,236 |
| Publicly Traded Securities - EATON VANCE | $138,361 | $0 | $145,643 | -$7,282 | -$7,282 |
| Publicly Traded Securities - PIMCO COM | $17,601 | $0 | $21,183 | -$3,582 | -$3,582 |
| Publicly Traded Securities - WILLIAMS CO | $72,391 | $0 | $69,109 | $3,282 | $3,282 |
| Publicly Traded Securities - VERALTO | $2,698 | $0 | $3,238 | -$540 | -$540 |
| Publicly Traded Securities - UNITEDHEALTH | $62,183 | $0 | $65,429 | -$3,246 | -$3,246 |
| Publicly Traded Securities - UNITED RENTALS | $125,056 | $0 | $115,565 | $9,491 | $9,491 |
| Publicly Traded Securities - RAYTHEON | $39,631 | $0 | $44,459 | -$4,828 | -$4,828 |
| Publicly Traded Securities - T MOBILE | $55,313 | $0 | $56,357 | -$1,044 | -$1,044 |
| Publicly Traded Securities - SALESFORCE | $191,799 | $0 | $208,885 | -$17,086 | -$17,086 |
| Publicly Traded Securities - P & G | $55,764 | $0 | $57,875 | -$2,111 | -$2,111 |
| Publicly Traded Securities - PEPSICO | $81,484 | $0 | $83,650 | -$2,166 | -$2,166 |
| Publicly Traded Securities - PHILIP MORRIS | $299 | $0 | $291 | $8 | $8 |
| Publicly Traded Securities - PULTE | $122,477 | $0 | $112,454 | $10,023 | $10,023 |
| Publicly Traded Securities - OCCIDENTAL | $176,948 | $0 | $169,318 | $7,630 | $7,630 |
| Publicly Traded Securities - NEXTERA | $19,641 | $0 | $20,937 | -$1,296 | -$1,296 |
| Publicly Traded Securities - NRG ENERGY | $107,393 | $0 | $95,798 | $11,595 | $11,595 |
| Publicly Traded Securities - NVIVIA | $177,196 | $0 | $83,687 | $93,509 | $93,509 |
| Publicly Traded Securities - MICROSOFT | $242,746 | $0 | $228,807 | $13,939 | $13,939 |
| Publicly Traded Securities - MERCK | $142,639 | $0 | $149,295 | -$6,656 | -$6,656 |
| Publicly Traded Securities - METLIFE | $39,280 | $0 | $39,695 | -$415 | -$415 |
| Publicly Traded Securities - MORGAN STANLEY | $44,472 | $0 | $43,958 | $514 | $514 |
| Publicly Traded Securities - ELI LILLY | $21,534 | $0 | $18,063 | $3,471 | $3,471 |
| Publicly Traded Securities - LOCKHEED MTN | $30,125 | $0 | $32,282 | -$2,157 | -$2,157 |
| Publicly Traded Securities - J & J | $73,957 | $0 | $69,638 | $4,319 | $4,319 |
| Publicly Traded Securities - JPMORGAN | $135,714 | $0 | $138,999 | -$3,285 | -$3,285 |
| Publicly Traded Securities - SPDR BLOOMBERG | $435,833 | $0 | $436,092 | -$259 | -$259 |
| Publicly Traded Securities - JP MORGAN ETF | $1,806,182 | $0 | $1,805,232 | $950 | $950 |
| Publicly Traded Securities - BLACKROCK SHORT MAT | $1,720,482 | $0 | $1,710,827 | $9,655 | $9,655 |
| Publicly Traded Securities - HOME DEPOT | $19,362 | $0 | $19,696 | -$334 | -$334 |
| Publicly Traded Securities - HONEYWELL | $49,637 | $0 | $49,899 | -$262 | -$262 |
| Publicly Traded Securities - GOLDMAN SACHS GRP | $145,155 | $0 | $160,370 | -$15,215 | -$15,215 |
| Publicly Traded Securities - ISHARES 3-7 | $1,114,502 | $0 | $1,129,095 | -$14,593 | -$14,593 |
| Publicly Traded Securities - ISHARES 1-3 | $1,949,963 | $0 | $1,960,716 | -$10,753 | -$10,753 |
| Publicly Traded Securities - ISHARES 7-10 | $819,135 | $0 | $858,497 | -$39,362 | -$39,362 |
| Publicly Traded Securities - META PLATFORM | $22,663 | $0 | $25,907 | -$3,244 | -$3,244 |
| Publicly Traded Securities - FREEPORT MCMORAN | $530 | $0 | $484 | $46 | $46 |
| Publicly Traded Securities - EOG RES | $14,880 | $0 | $16,831 | -$1,951 | -$1,951 |
| Publicly Traded Securities - EXXON | $98,289 | $0 | $97,143 | $1,146 | $1,146 |
| Publicly Traded Securities - DEERE | $426 | $0 | $411 | $15 | $15 |
| Publicly Traded Securities - DANAHER | $59,119 | $0 | $56,286 | $2,833 | $2,833 |
| Publicly Traded Securities - CONOCOPHILLIPS | $47,478 | $0 | $46,830 | $648 | $648 |
| Publicly Traded Securities - CHEVRON | $67,510 | $0 | $66,701 | $809 | $809 |
| Publicly Traded Securities - APPLIED MATERIAL | $96,211 | $0 | $90,198 | $6,013 | $6,013 |
| Publicly Traded Securities - APPLE | $193,472 | $0 | $197,668 | -$4,196 | -$4,196 |
| Publicly Traded Securities - AT&T | $43,072 | $0 | $40,630 | $2,442 | $2,442 |
| Publicly Traded Securities - ALPHABET | $141,541 | $0 | $145,383 | -$3,842 | -$3,842 |
| Publicly Traded Securities - ASTRAZENECA | $69 | $0 | $65 | $4 | $4 |
| Publicly Traded Securities - AMAZON | $86,767 | $0 | $86,253 | $514 | $514 |
| Publicly Traded Securities - APA CORP | $2,860 | $0 | $2,989 | -$129 | -$129 |
| Publicly Traded Securities - ADVNCD | $166,366 | $0 | $151,667 | $14,699 | $14,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$65,812 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,240 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,826 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,826 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $200 | OverpaymentAmt |
| Applied To ES Tax | $200 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N A | WebsiteAddressTxt |
| Individual With Books | Bradley J Goldstein | IndividualWithBooksNm |
| Phone | 5617229376 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11147 Silver Ridge St | AddressLine1Txt |
| City | Wellington | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS SAWICZ | ||||||||
| 11147 Silver Ridge St | Wellington | FL | 33449 | DIR PRES SEC TREA | 30.00 | $72,000 | $0 | $0 |
| Bradley J Goldstein | ||||||||
| 11147 Silver Ridge St | Wellington | FL | 33449 | DIR VP | 30.00 | $72,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,195,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,195,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,195,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,934 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,102,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,626 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $1,626 | TotalTaxAmt |
| Distributable Before Adj | $303,507 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $303,507 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $303,507 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,096 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $307,096 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $303,507 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,167 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,631 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,096 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $303,507 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,589 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,004 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $1,167 | ExcessFromYear3Amt |
| Excess From Year2 | $10,617 | ExcessFromYear2Amt |
| Excess From Year1 | $18,631 | ExcessFromYear1Amt |
| Excess From Current Year | $3,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PLAY FOR PINK | ||||||
| 28WEST 44TH ST | NEW YORK | NY | 10036 | I | CANCER RESEARCH | $2,500 |
| A SECOND CHANCE PUPPIES AND KITTENS | ||||||
| PO BOX 211924 | ROYAL PALM BEACH | FL | 33421 | PC | RESCUE | $5,000 |
| BARKEY PINES ANIMAL RESCUE | ||||||
| 6521 CAROL STREET | LOXAHATCHEE | FL | 33470 | PC | RESCUE | $5,000 |
| BELIEVE WITH ME | ||||||
| 11420 US HWY 1 PMB 122 | NORTH PALM BEACH | FL | 33408 | PC | BENFIT FOR CHILDREN OF FALLEN SOLDIERS | $20,000 |
| CLEVELAND CLINIC | ||||||
| 2950 CLEVELAND CLINIC BLVD | WESTON | FL | 33331 | PC | MEDICAL RESEARCH | $10,000 |
| CMAK SANDY HOOK MEM FD | ||||||
| 6 bENNETTS BRIDGE RD | SANDY HOOK | CT | 06482 | PC | CHILD WELFARE | $10,000 |
| GRANDMAS PLACE | ||||||
| 184 SPARROW DR | ROYA | FL | 33411 | PC | HOUSING FOR ABANDON CHILDREN | $10,000 |
| KIDS CANCER FOUNDATION | ||||||
| 246 ROYAL PALM BEACH BLVD | ROY | FL | 33411 | PC | CHILDRENS CANCER | $10,000 |
| MAGNOLIA TREE FOUNDATION | ||||||
| 1443 COLBY LANE | SCHAUMBURG | IL | 60193 | PC | BRACA CANCER | $5,000 |
| MERCER TRANSFORMATION | ||||||
| 106 SUNRISE SHORES | HARRODSBURG | KY | 40330 | PC | FEED THE HOMELESS | $2,500 |
| PAWS FOR LIBERTY | ||||||
| 8939 PALOMINO | LAKE WORTH | FL | 33467 | PC | DOG TRAINING FOR UNITED STATES VERERANS | $5,000 |
| PEDIATRIC ONCOLOGY SUPPORT TEAM | ||||||
| 927 45TH ST 203 | WEST PALM BEACH | FL | 33407 | PC | FAMILY SUPPORT FOR CHILDREN WITH CANCER | $10,000 |
| SOUTH FLORIDA PROTON THERAPY FOUNDA | ||||||
| 5280 LINTON BLVD | DELRAY BEACH | FL | 33484 | PC | PROTON THERAPY R & D | $50,000 |
| SPEAK UP FOR KIDS OF PBC | ||||||
| 205 N DIXIE HWY 4 | WEST PALM BEACH | FL | 33401 | PC | FEED NEEDY CHILDREN | $1,000 |
| THE JONATHAN CHAIN | ||||||
| 3410 LEEWARD DR | HAVERSTRAW | NY | 10927 | PC | DONATE GUITARS TO SCHOOLS | $2,500 |
| THE ROTARY CLUB OF WELLINGTON | ||||||
| P O BOX 1243 | LOXAHATCHEE | FL | 33470 | PC | PROMOTE LOCAL WELLINGTON | $1,000 |
| TRI COUNTY HUMANE SOCIETY | ||||||
| 21287 BOCA RIO RD | BOCA RATON | FL | 33433 | PC | RESCUE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$65,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $158,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,325 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| THOMAS SAWICZ |
| GRANTEE RESEARCH MANAGEMENT APPROVALS AND RELATIONS FINANCIAL REVIEW ACCOUNTING BANKING TAX AND COMPLIANCE POLICY AND PROCEDURES WEEKLY DIRECTORS MEETING |
| Bradley J Goldstein |
| GRANTEE RESEARCH MANAGEMENT APPROVALS AND RELATIONS FINANCIAL REVIEW ACCOUNTING BANKING TAX AND COMPLIANCE POLICY AND PROCEDURES WEEKLY DIRECTORS MEETING |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APA CORP | $0 | $0 |
| APPLE | $0 | $0 |
| ASTRAZENECA | $0 | $0 |
| CHEVRON | $0 | $0 |
| DANAHER | $0 | $0 |
| DEERE | $0 | $0 |
| EOG RESOURCES | $0 | $0 |
| EXXON | $0 | $0 |
| FREEPORT | $0 | $0 |
| GOLDMAN | $0 | $0 |
| HOME DEPOT | $0 | $0 |
| J & J | $0 | $0 |
| J P MORGAN | $0 | $0 |
| LOCKHEED | $0 | $0 |
| MERCK | $0 | $0 |
| MICROSOFT | $0 | $0 |
| MORGAN STANLEY | $0 | $0 |
| NEXTERA | $0 | $0 |
| NVIDIA | $0 | $0 |
| OCCIDENTAL PETE | $0 | $0 |
| PEPSICO | $0 | $0 |
| PHILIP MORRIS | $0 | $0 |
| P & G | $0 | $0 |
| RAYTHEON | $0 | $0 |
| UNITEDHEALTH | $0 | $0 |
| WILLIAMS | $0 | $0 |
| ALPS CORE | $0 | $0 |
| BLACKROCK | $0 | $0 |
| EATON VANCE | $0 | $0 |
| INVESCO | $0 | $0 |
| J P MORGAN | $0 | $0 |
| NUVEEN | $0 | $0 |
| TORTOISE | $0 | $0 |
| BLACKSTONE | $0 | $0 |
| BLACKSTONE | $496,000 | $485,038 |
| ADVNCD MICRO | $52,100 | $71,346 |
| ALPHABET | $292,671 | $329,249 |
| AMZN | $270,619 | $290,661 |
| AAPL | $323,901 | $351,945 |
| AMAT | $51,564 | $59,966 |
| AT & T | $55,412 | $61,432 |
| CVX | $118,816 | $117,687 |
| COP | $111,124 | $115,490 |
| DHR | $53,971 | $64,544 |
| LLY | $45,584 | $55,377 |
| EOG | $28,731 | $27,819 |
| XOM | $108,403 | $109,878 |
| GS | $112,604 | $130,776 |
| HD | $28,747 | $32,576 |
| HON | $27,779 | $31,457 |
| JPM | $205,105 | $235,418 |
| LMT | $60,123 | $58,468 |
| META | $189,133 | $212,376 |
| MET | $134,540 | $151,570 |
| MSFT | $371,398 | $412,892 |
| MS | $178,324 | $203,565 |
| NFLX | $86,088 | $91,047 |
| NRG | $50,225 | $62,505 |
| NVDA | $283,816 | $354,082 |
| PHM | $24,995 | $33,753 |
| RTX | $61,289 | $60,076 |
| CRM | $141,772 | $172,357 |
| TMUS | $28,786 | $31,425 |
| URI | $25,651 | $34,405 |
| UNH | $66,344 | $67,915 |
| WBM | $109,353 | $112,675 |
| ISH 7-10 | $286,724 | $300,930 |
| ISH 1-3 | $285,820 | $289,847 |
| ISH 3-7 | $286,929 | $295,519 |
| J P M EXC | $171,820 | $172,389 |
| SPDR BLOO | $574,450 | $572,467 |
| BAL | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS REGISTRATION TAX SOFTWARE BOOKS SUBSCRIPTIONS OTHER | Desc |
| Revenue And Expenses Per Books | $2,996 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,996 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $92,782 | Amt |
| Net Investment Income | $92,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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