2024-11-01T05:31:49-04:00 2023-12-31 990PF 2023-01-01 454209357 ELIZABETH B GREEN PRIVATE FOUNDATION % Bradley J Goldstein ELIZ 5617229376 11147 Silver Ridge St Wellington FL 33449 Bradley Goldstein DIR VP 5617229376 2024-11-01 2023 2024-10-15 13:58:12Z X 6372746 X X 224137 224137 -65812 15095022 0 158325 224137 144000 14400 129600 2996 0 2996 239778 107182 132596 174500 174500 414278 107182 307096 -255953 116955 0 2043 9457 9457 110556 102367 102367 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6055887 5800711 6260922 0 0 0 6168486 5912535 6372746 0 0 0 0 0 0 0 0 0 0 X 6168486 5912535 0 0 6168486 5912535 6168486 5912535 6168486 -255953 2 5912535 5912535 Publicly Traded Securities - INVESCO DB AG 29558 0 33321 -3763 -3763 Publicly Traded Securities - TORTOISE ENE 14605 0 12317 2288 2288 Publicly Traded Securities - NUVEEN FLO 415558 0 432455 -16897 -16897 Publicly Traded Securities - ALPS COR 25781 0 27921 -2140 -2140 Publicly Traded Securities - EATON VANCE 296019 0 316734 -20715 -20715 Publicly Traded Securities - PIMCO COMM 102271 0 155239 -52968 -52968 Publicly Traded Securities - WILLIAMS CO 5779 0 5628 151 151 Publicly Traded Securities - VERALTO 1157 0 1062 95 95 Publicly Traded Securities - P&G 27865 0 30246 -2381 -2381 Publicly Traded Securities - PEPSICO 41003 0 41880 -877 -877 Publicly Traded Securities - PHILIP MORRIS 14133 0 14513 -380 -380 Publicly Traded Securities - OCCIDENTAL 12708 0 7204 5504 5504 Publicly Traded Securities - NEXTERA 41343 0 48732 -7389 -7389 Publicly Traded Securities - MERCK 31056 0 28382 2674 2674 Publicly Traded Securities - MORGAN STANLEY 523 0 452 71 71 Publicly Traded Securities - J & J 17659 0 14665 2994 2994 Publicly Traded Securities - J P MORGAN EXC 108718 0 108491 227 227 Publicly Traded Securities - BLACKROCK SHORT 284293 0 279060 5233 5233 Publicly Traded Securities - HOME DEPOT 14521 0 12294 2227 2227 Publicly Traded Securities - HONEYWELL 12298 0 13697 -1399 -1399 Publicly Traded Securities - GOLDMAN SACHS 12123 0 12049 74 74 Publicly Traded Securities - FREEPORT MCMORAN 32603 0 23787 8816 8816 Publicly Traded Securities - EXXON 25459 0 16600 8859 8859 Publicly Traded Securities - DEERE 14072 0 12376 1696 1696 Publicly Traded Securities - CHEVRON 47006 0 50133 -3127 -3127 Publicly Traded Securities - APPLE 12026 0 12706 -680 -680 Publicly Traded Securities - ASTRAZENECA 14985 0 11058 3927 3927 Publicly Traded Securities - APA CORP 11903 0 11358 545 545 Publicly Traded Securities - GUGGENHJEIM LIM 674826 0 676726 -1900 -1900 Publicly Traded Securities - PIMCO 281403 0 290235 -8832 -8832 Publicly Traded Securities - GUGGENHEIM TOTAL 285314 0 292460 -7146 -7146 Publicly Traded Securities - TORTOISE ENG 623 0 578 45 45 Publicly Traded Securities - NUVEEN FLOAT 17137 0 17266 -129 -129 Publicly Traded Securities - COHEN & STEERS 890488 0 918724 -28236 -28236 Publicly Traded Securities - EATON VANCE 138361 0 145643 -7282 -7282 Publicly Traded Securities - PIMCO COM 17601 0 21183 -3582 -3582 Publicly Traded Securities - WILLIAMS CO 72391 0 69109 3282 3282 Publicly Traded Securities - VERALTO 2698 0 3238 -540 -540 Publicly Traded Securities - UNITEDHEALTH 62183 0 65429 -3246 -3246 Publicly Traded Securities - UNITED RENTALS 125056 0 115565 9491 9491 Publicly Traded Securities - RAYTHEON 39631 0 44459 -4828 -4828 Publicly Traded Securities - T MOBILE 55313 0 56357 -1044 -1044 Publicly Traded Securities - SALESFORCE 191799 0 208885 -17086 -17086 Publicly Traded Securities - P & G 55764 0 57875 -2111 -2111 Publicly Traded Securities - PEPSICO 81484 0 83650 -2166 -2166 Publicly Traded Securities - PHILIP MORRIS 299 0 291 8 8 Publicly Traded Securities - PULTE 122477 0 112454 10023 10023 Publicly Traded Securities - OCCIDENTAL 176948 0 169318 7630 7630 Publicly Traded Securities - NEXTERA 19641 0 20937 -1296 -1296 Publicly Traded Securities - NRG ENERGY 107393 0 95798 11595 11595 Publicly Traded Securities - NVIVIA 177196 0 83687 93509 93509 Publicly Traded Securities - MICROSOFT 242746 0 228807 13939 13939 Publicly Traded Securities - MERCK 142639 0 149295 -6656 -6656 Publicly Traded Securities - METLIFE 39280 0 39695 -415 -415 Publicly Traded Securities - MORGAN STANLEY 44472 0 43958 514 514 Publicly Traded Securities - ELI LILLY 21534 0 18063 3471 3471 Publicly Traded Securities - LOCKHEED MTN 30125 0 32282 -2157 -2157 Publicly Traded Securities - J & J 73957 0 69638 4319 4319 Publicly Traded Securities - JPMORGAN 135714 0 138999 -3285 -3285 Publicly Traded Securities - SPDR BLOOMBERG 435833 0 436092 -259 -259 Publicly Traded Securities - JP MORGAN ETF 1806182 0 1805232 950 950 Publicly Traded Securities - BLACKROCK SHORT MAT 1720482 0 1710827 9655 9655 Publicly Traded Securities - HOME DEPOT 19362 0 19696 -334 -334 Publicly Traded Securities - HONEYWELL 49637 0 49899 -262 -262 Publicly Traded Securities - GOLDMAN SACHS GRP 145155 0 160370 -15215 -15215 Publicly Traded Securities - ISHARES 3-7 1114502 0 1129095 -14593 -14593 Publicly Traded Securities - ISHARES 1-3 1949963 0 1960716 -10753 -10753 Publicly Traded Securities - ISHARES 7-10 819135 0 858497 -39362 -39362 Publicly Traded Securities - META PLATFORM 22663 0 25907 -3244 -3244 Publicly Traded Securities - FREEPORT MCMORAN 530 0 484 46 46 Publicly Traded Securities - EOG RES 14880 0 16831 -1951 -1951 Publicly Traded Securities - EXXON 98289 0 97143 1146 1146 Publicly Traded Securities - DEERE 426 0 411 15 15 Publicly Traded Securities - DANAHER 59119 0 56286 2833 2833 Publicly Traded Securities - CONOCOPHILLIPS 47478 0 46830 648 648 Publicly Traded Securities - CHEVRON 67510 0 66701 809 809 Publicly Traded Securities - APPLIED MATERIAL 96211 0 90198 6013 6013 Publicly Traded Securities - APPLE 193472 0 197668 -4196 -4196 Publicly Traded Securities - AT&T 43072 0 40630 2442 2442 Publicly Traded Securities - ALPHABET 141541 0 145383 -3842 -3842 Publicly Traded Securities - ASTRAZENECA 69 0 65 4 4 Publicly Traded Securities - AMAZON 86767 0 86253 514 514 Publicly Traded Securities - APA CORP 2860 0 2989 -129 -129 Publicly Traded Securities - ADVNCD 166366 0 151667 14699 14699 -65812 -2240 1626 0 1626 0 1626 1826 0 0 1826 0 200 200 0 false false false 0 0 0 false false false false true true DE true false false false false true N A Bradley J Goldstein 5617229376 11147 Silver Ridge St Wellington FL 33449 false false false false true false false false false false false false false false false false false false false false false false false false THOMAS SAWICZ 11147 Silver Ridge St Wellington FL 33449 DIR PRES SEC TREA 30.00 72000 0 0 Bradley J Goldstein 11147 Silver Ridge St Wellington FL 33449 DIR VP 30.00 72000 0 0 NONE NONE 6195591 0 0 6195591 0 0 6195591 92934 6102657 305133 305133 1626 0 1626 303507 0 303507 0 303507 307096 0 0 0 0 307096 303507 0 2021 2020 2019 0 0 0 1167 10617 18631 30415 307096 0 0 0 303507 3589 0 0 34004 0 0 0 0 0 0 0 34004 0 1167 10617 18631 3589 X PLAY FOR PINK 28WEST 44TH ST NEW YORK NY 10036 I CANCER RESEARCH 2500 A SECOND CHANCE PUPPIES AND KITTENS PO BOX 211924 ROYAL PALM BEACH FL 33421 PC RESCUE 5000 BARKEY PINES ANIMAL RESCUE 6521 CAROL STREET LOXAHATCHEE FL 33470 PC RESCUE 5000 BELIEVE WITH ME 11420 US HWY 1 PMB 122 NORTH PALM BEACH FL 33408 PC BENFIT FOR CHILDREN OF FALLEN SOLDIERS 20000 CLEVELAND CLINIC 2950 CLEVELAND CLINIC BLVD WESTON FL 33331 PC MEDICAL RESEARCH 10000 CMAK SANDY HOOK MEM FD 6 bENNETTS BRIDGE RD SANDY HOOK CT 06482 PC CHILD WELFARE 10000 GRANDMAS PLACE 184 SPARROW DR ROYA FL 33411 PC HOUSING FOR ABANDON CHILDREN 10000 KIDS CANCER FOUNDATION 246 ROYAL PALM BEACH BLVD ROY FL 33411 PC CHILDRENS CANCER 10000 MAGNOLIA TREE FOUNDATION 1443 COLBY LANE SCHAUMBURG IL 60193 PC BRACA CANCER 5000 MERCER TRANSFORMATION 106 SUNRISE SHORES HARRODSBURG KY 40330 PC FEED THE HOMELESS 2500 PAWS FOR LIBERTY 8939 PALOMINO LAKE WORTH FL 33467 PC DOG TRAINING FOR UNITED STATES VERERANS 5000 PEDIATRIC ONCOLOGY SUPPORT TEAM 927 45TH ST 203 WEST PALM BEACH FL 33407 PC FAMILY SUPPORT FOR CHILDREN WITH CANCER 10000 SOUTH FLORIDA PROTON THERAPY FOUNDA 5280 LINTON BLVD DELRAY BEACH FL 33484 PC PROTON THERAPY R & D 50000 SPEAK UP FOR KIDS OF PBC 205 N DIXIE HWY 4 WEST PALM BEACH FL 33401 PC FEED NEEDY CHILDREN 1000 THE JONATHAN CHAIN 3410 LEEWARD DR HAVERSTRAW NY 10927 PC DONATE GUITARS TO SCHOOLS 2500 THE ROTARY CLUB OF WELLINGTON P O BOX 1243 LOXAHATCHEE FL 33470 PC PROMOTE LOCAL WELLINGTON 1000 TRI COUNTY HUMANE SOCIETY 21287 BOCA RIO RD BOCA RATON FL 33433 PC RESCUE 25000 174500 0 0 14 224137 0 0 14 -65812 0 0 158325 0 158325 false false false false false false false false false false 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 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 496000 485038 ADVNCD MICRO 52100 71346 ALPHABET 292671 329249 AMZN 270619 290661 AAPL 323901 351945 AMAT 51564 59966 AT & T 55412 61432 CVX 118816 117687 COP 111124 115490 DHR 53971 64544 LLY 45584 55377 EOG 28731 27819 XOM 108403 109878 GS 112604 130776 HD 28747 32576 HON 27779 31457 JPM 205105 235418 LMT 60123 58468 META 189133 212376 MET 134540 151570 MSFT 371398 412892 MS 178324 203565 NFLX 86088 91047 NRG 50225 62505 NVDA 283816 354082 PHM 24995 33753 RTX 61289 60076 CRM 141772 172357 TMUS 28786 31425 URI 25651 34405 UNH 66344 67915 WBM 109353 112675 ISH 7-10 286724 300930 ISH 1-3 285820 289847 ISH 3-7 286929 295519 J P M EXC 171820 172389 SPDR BLOO 574450 572467 BAL 0 0 BUSINESS REGISTRATION TAX SOFTWARE BOOKS SUBSCRIPTIONS OTHER 2996 0 0 2996 MISC 2 INVESTMENT FEES 92782 92782 0 0