THE GREENBAUM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENBAUM FOUNDATION (EIN 87-6217358)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202443139349101349
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T14:25:43-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3740 DAVINCI COURT SUITE 400 | AddressLine1Txt |
| City | PEACHTREE CORNERS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 876217358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENBAUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 7702460793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD A-806 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R GREENBAUM JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7702460793 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA J DAVIS | PreparerPersonNm |
| PTIN | P00662840 | PTIN |
| Phone | 7702460793 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| 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 | $52,513,268 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,804,569 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $579,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $668,003 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,260,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,379,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,260,828 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $687,403 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $78,460 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,332,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,007,291 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $206,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $286 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,172 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $277,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,495,635 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,495,635 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,772,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,495,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,440,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,986,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,587,839 | CashBOYAmt |
| Cash EOY | $666,956 | CashEOYAmt |
| Cash EOYFMV | $666,956 | CashEOYFMVAmt |
| US Government Obligations BOY | $8,894 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,878 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,878 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,648,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,530,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,530,193 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,181,127 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,959,995 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,959,995 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,359,746 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,326,246 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,326,246 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $60,884 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,846,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,513,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,513,268 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,846,641 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $52,513,268 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,846,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,513,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,846,641 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,513,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,846,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,440,414 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,107,041 | OtherIncreasesAmt |
| Subtotal | $52,513,268 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,513,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2023-12-31 | $1,109,944 | $986,673 | $123,271 | $123,271 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2023-12-31 | $5,269,540 | $4,131,983 | $1,137,557 | $1,137,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,260,828 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $123,271 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,915 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $68,915 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,303 | OverpaymentAmt |
| Applied To ES Tax | $41,303 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GREENBAUMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES R GREENBAUM JR | IndividualWithBooksNm |
| Phone | 7702460793 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD SUITE A-806 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R GREENBAUM JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD SUITE A-806 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,372,034 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,166,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,538,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,538,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $758,082 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,780,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,489,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,489,037 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,612 | TotalTaxAmt |
| Distributable Before Adj | $2,461,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,461,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,461,425 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,495,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,495,635 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,461,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,662,674 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,846,071 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,395,314 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,243,616 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,649,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,797,523 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,495,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,461,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,034,210 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,831,733 | 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 | $1,662,674 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,169,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,846,071 | ExcessFromYear4Amt |
| Excess From Year3 | $1,395,314 | ExcessFromYear3Amt |
| Excess From Year2 | $1,243,616 | ExcessFromYear2Amt |
| Excess From Year1 | $2,649,848 | ExcessFromYear1Amt |
| Excess From Current Year | $3,034,210 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES R GREENBAUM JR | ContributingManagerNm |
| Shareholder Manager | JAMES R GREENBAUM JR | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| FREE TO THRIVE-THRIVE PHILANTHROPY | ||||||||||
| 127 WEST 26TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL FUND | $833,602 | |||
| CRISIS ACTION | ||||||||||
| 700 N VALLEY ST | ANAHEIM | CA | 95406 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| TOSTAN | ||||||||||
| 4712 ADMIRALTY WAY | MARINA DEL REY | CA | 90292 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| FREEDOM FOR ALL INC | ||||||||||
| 1775 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| LA CONSCIENCE | ||||||||||
| 18820 PACIFIC COAST HWY | MALIBU | CA | 90265 | N/A | PUBLIC | GENERAL FUND | $74,000 | |||
| RESCUE FOUNDATION | ||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | PLOT NO 39 FATIMADEVI ROAD | MUMBAI | IN | ||||
| KARUNA FOUNDATION | ||||||||||
| 7522 MONARCH RD | NIWOT | CO | 80503 | N/A | PUBLIC | GENERAL FUND | $462,500 | |||
| THE HUMANE LEAGUE | ||||||||||
| 952 SCHOOL ST | NAPA | CA | 94559 | N/A | PUBLIC | GENERAL FUND | $393,525 | |||
| PHYSICIANS ASSOCIATION FOR NUTRITION | ||||||||||
| VILLAGE STATION | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL FUND | $375,000 | |||
| ANIMAL CHARITY EVALUATORS | ||||||||||
| PO BOX 56037 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $218,000 | |||
| AMERICAN COLLEGE OF LIFESTYLE MED | ||||||||||
| 2004 RADIANCE CIRCLE | FAIRFIELD | IA | 52556 | N/A | PUBLIC | GENERAL FUND | $200,000 | |||
| PROVEG | ||||||||||
| 6 EAST LAFAYETTE AVE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL FUND | $125,000 | |||
| ANIMAL OUTLOOK | ||||||||||
| PO BOX 9773 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $125,000 | |||
| FARM FORWARDFARM STAND | ||||||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| A WELL-FED WORLD | ||||||||||
| 1380 MONROE ST NW 222 | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| ANIMAL DEFENSE PARTNERSHIP | ||||||||||
| 923 SAW MILL RIVER ROAD | ARDSLEY | NY | 10502 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| BALANCED | ||||||||||
| 1620 L STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| BEYOND CARNISM INC | ||||||||||
| 216 EAST 83RD STREET | NEW YORK | NY | 10028 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| JANEUNCHAINED NEWS NETWORK | ||||||||||
| 900 N LA BREA AVE | LOS ANGELES | CA | 90302 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| SENTIENT MEDIA | ||||||||||
| 18 BARTOL STREET 1150 | SAN FRANCISCO | CA | 94133 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| STOP ANIMAL EXPLOITATION NOW | ||||||||||
| PO BOX 4120 | PORTLAND | OR | 97280 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| FACTORY FARMING AWARENESS COALITION | ||||||||||
| 1100 JEFFERSON ROAD | ROCHESTER | NY | 14623 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| COMPASSION IN WORLD FARMING | ||||||||||
| PO BOX 60042 | WASHINGTON | DC | 200390042 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| FRIENDS OF THE EARTH | ||||||||||
| PO BOX 7010 | MERRIFIELD | VA | 221167010 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| MERIDIAN INSTITUTE | ||||||||||
| 1800 M STREET NW STE 400N | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| THE ACCOUNTABILITY BOARD INC | ||||||||||
| 182 HOWARD ST 225 | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| PREVENTIVE MEDICINE RESEARCH INSTITUTE | ||||||||||
| 900 BRIDGEWAY 1 | SAUSALITO | CA | 94965 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||
| FYTA PBC | ||||||||||
| 28241 CROWN VALLEY PKWY | LAGUNA NIGUEL | CA | 92677 | N/A | PUBLIC BENEFIT CORPO | GENERAL FUND | $100,000 | |||
| HUMANE AMERICA ANIMAL FOUNDATION | ||||||||||
| 310 N INDIAN HILL BLVD 800 | CLAREMONT | CA | 91711 | N/A | PUBLIC | GENERAL FUND | $80,000 | |||
| AUM FILMS & MEDIA | ||||||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $64,758 | |||
| THE BETTER FOOD FOUNDATION | ||||||||||
| 153 E 87TH ST | NEW YORK | NY | 10128 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||
| AFRICA COLLEGE FUND | ||||||||||
| 8424 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||
| FOOD EMPOWERMENT PROJECT | ||||||||||
| 255 CANYON BLVD | BOULDER | CO | 80302 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||
| MATERIAL INNOVATION INITIATIVE | ||||||||||
| PO BOX 96503 | WASHINGTON | DC | 20090 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||
| OUR HONOR | ||||||||||
| 3015 SAN PABLO AVE APT 205 | BERKELEY | CA | 94702 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||
| VERMONT LAW SCHOOL | ||||||||||
| 164 CHELSEA ST | SOUTH ROYALTON | VT | 05068 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||
| REDUCETARIAN FOUNDATION | ||||||||||
| 1569 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||
| RETHINK YOUR FOOD | ||||||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||
| SCARLETT SPARK | ||||||||||
| 182 HOWARD ST 225 | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||
| ADVANCING LAW FOR ANIMALS | ||||||||||
| 407 N PACIFIC COAST HWY STE 267 | REDONDO BEACH | CA | 90277 | N/A | PUBLIC | GENERAL FUND | $35,000 | |||
| ANIMAL ALLIANCE NETWORK | ||||||||||
| 2300 VALLEY ST APT 206 | LOS ANGELES | CA | 90057 | N/A | PUBLIC | GENERAL FUND | $35,000 | |||
| ANIMAL ADVOCACY CAREERS | ||||||||||
| 201 E CENTER ST STE 112 | ANAHEIM | CA | 92805 | N/A | PUBLIC | GENERAL FUND | $30,000 | |||
| WHITE COAT WASTE PROJECT | ||||||||||
| 8033 SUNSET BLVD | LOS ANGELES | CA | 90046 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||
| NONHUMAN RIGHTS PROJECT | ||||||||||
| 718 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||
| IDEAGARDEN INSTITUTE INC | ||||||||||
| 346 BROADWAY | KINGSTON | NY | 12401 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||
| SOLSTICE INSTITUTE | ||||||||||
| 2785 CRUSE RD NW | LAWRENCEVILLE | GA | 30043 | N/A | PUBLIC | GENERAL FUND | $15,000 | |||
| OUR HEN HOUSE | ||||||||||
| 164 CHELSEA ST PO BOX 96 | SOUTH ROYALTON | VT | 05068 | N/A | PUBLIC | GENERAL FUND | $15,000 | |||
| WE ARE FAMILY | ||||||||||
| N/A | PUBLIC | GENERAL FUND | $15,000 | PO BOX 23526 | HONG KONG | HK | ||||
| ONE PROTEST | ||||||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | N/A | PUBLIC | GENERAL FUND | $14,250 | |||
| HIGHER CONSCIOUSNESS EVENTS INC | ||||||||||
| 4242 VIA MARINA APT 504 | MARINA DEL REY | CA | 90292 | N/A | PUBLIC | GENERAL FUND | $5,000 | |||
| FROM THE HEART PRODUCTIONS | ||||||||||
| 1013 HARBOR BLVD 53 | OXNARD | CA | 93035 | N/A | PUBLIC | GENERAL FUND | $5,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,495,635 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $579,620 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $687,403 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,260,828 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| MS #026607 - OTHER LOSS | 14 |
| MS #011803 - OTHER LOSS | 14 |
| MS #114274 - OTHER LOSS | 14 |
| MS #022039 - OTHER LOSS | 14 |
| PARTNERSHIP INCOME (LOSS) | 14 |
| OTHER BOOK INCOME | 14 |
| OTHER BOOK LOSSES | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,527,851 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,527,851 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES R GREENBAUM JR 2012 TR UA DTD 12202012 | |||||||
| 1 | 8424 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | $1,780,569 | Yes (X) | Yes (X) |
| THE LQW REV TR AGMT LOIS Q WHITMAN | |||||||
| 2 | CHASE MANHATTAN PLAZA | NEW YORK | NY | 10005 | $24,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF COMMON STOCK -- DETAILS AVAILABLE UPON REQUEST. | NoncashPropertyDesc |
| Fair Market Value | $1,775,194 | FairMarketValueAmt |
| Received | 2023-05-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $20,500 | Amt |
| Net Investment Income | $20,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,959,995 | EOYBookValueAmt |
| EOYFMV | $1,959,995 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $38,530,193 | EOYBookValueAmt |
| EOYFMV | $38,530,193 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,878 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,878 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS AND CORPORATIONS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $11,326,246 | BookValueAmt |
| EOYFMV | $11,326,246 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $60,884 | BOYBookValueAmt |
| EOY Book Value | $22,000 | EOYBookValueAmt |
| EOYFMV | $22,000 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $232,032 | $232,032 | $0 |
| MS #011803 - OTHER LOSS | -$441 | -$441 | $0 |
| MS #026607 - OTHER LOSS | -$149,267 | -$149,267 | $0 |
| MS #114274 - OTHER LOSS | -$3,760 | -$3,760 | $0 |
| MS #022039 - OTHER LOSS | -$104 | -$104 | $0 |
| OTHER INCOME | $608,943 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $6,107,041 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACTOR EXPENSE | $184,781 | $0 | $0 | $0 |
| CONSULTING FEES | $21,460 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $286 | $286 | $0 | $0 |
| FEDERAL TAXES PAID | $32,000 | $0 | $0 | $0 |
Comments