ELIZABETH B GREEN PRIVATE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH B GREEN PRIVATE FOUNDATION (EIN 45-4209357)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-25
- IRS object ID
- 202322989349100402
- Schema version
- 2022v5.0
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-25T03:06:55-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 J Goldstein | PersonNm |
| Person Title | DIR VP | PersonTitleTxt |
| Foreign Phone | 5617229376 | ForeignPhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,135,999 | 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 | $6,489 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $520 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $520 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $278,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,718 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $285,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $485,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $148,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $133,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $97,633 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $544 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $544 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,074 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,074 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $253,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $333,318 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$166,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,478 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,671 | CashBOYAmt |
| Cash EOY | $2,043 | CashEOYAmt |
| Cash EOYFMV | $2,043 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $88,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,556 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,556 | 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 | $6,026,281 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,055,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,023,400 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $6,134,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,168,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,135,999 | 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 |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,134,112 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,168,486 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,134,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,168,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,134,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,168,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,134,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$166,069 | ExcessRevenueOverExpensesAmt |
| Other Increases | $206,718 | OtherIncreasesAmt |
| Subtotal | $6,174,761 | SubtotalAmt |
| Other Decreases | $6,275 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,168,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - HOME DEPOT INC | $103,921 | $0 | $83,900 | $20,021 | $20,021 |
| Publicly Traded Securities - GUGGENHEIM ACT ALL FD COM | $351,336 | $0 | $424,980 | -$73,644 | -$73,644 |
| Publicly Traded Securities - INVESCO DB AGR FD | $101,034 | $0 | $119,197 | -$18,163 | -$18,163 |
| Publicly Traded Securities - GUGGENHEIM MACRO OPP FD INSTL | $519,945 | $0 | $541,838 | -$21,893 | -$21,893 |
| Publicly Traded Securities - NUVEEN FL RT BINC FD CL I | $207,022 | $0 | $206,576 | $446 | $446 |
| Publicly Traded Securities - COHEN & STEERS PRE SEC INC CL I | $298,247 | $0 | $316,723 | -$18,476 | -$18,476 |
| Publicly Traded Securities - EATON VANCE FL RATE ADV CL I | $9,008 | $0 | $9,008 | $0 | $0 |
| Publicly Traded Securities - TARGET GROUP COM | $64,881 | $0 | $60,467 | $4,414 | $4,414 |
| Publicly Traded Securities - SKYWORKS SOLUTIONS INC | $27,334 | $0 | $28,414 | -$1,080 | -$1,080 |
| Publicly Traded Securities - NEXTERA ENERGY INC SHS | $242,013 | $0 | $257,375 | -$15,362 | -$15,362 |
| Publicly Traded Securities - NETFLIX COM INC | $28,214 | $0 | $37,979 | -$9,765 | -$9,765 |
| Publicly Traded Securities - NVIDIA | $275,022 | $0 | $147,325 | $127,697 | $127,697 |
| Publicly Traded Securities - MICROSOFT CORP | $163,732 | $0 | $116,321 | $47,411 | $47,411 |
| Publicly Traded Securities - MORGAN STANLEY | $148,840 | $0 | $114,014 | $34,826 | $34,826 |
| Publicly Traded Securities - KINDER MORGAN INC DEL | $123,006 | $0 | $100,432 | $22,574 | $22,574 |
| Publicly Traded Securities - JOHNSON & JOHNSON COM | $48,126 | $0 | $47,165 | $961 | $961 |
| Publicly Traded Securities - JPMORGAN CHASE CO | $202,572 | $0 | $189,996 | $12,576 | $12,576 |
| Publicly Traded Securities - HONEYWELL INTL INC DEL | $104,474 | $0 | $113,435 | -$8,961 | -$8,961 |
| Publicly Traded Securities - GOLDMAN SACHS GRP INC | $45,522 | $0 | $41,856 | $3,666 | $3,666 |
| Publicly Traded Securities - META PLATFORMS INC CL A COM | $95,797 | $0 | $88,348 | $7,449 | $7,449 |
| Publicly Traded Securities - FREEPORT MCMORAN INC | $123,105 | $0 | $101,353 | $21,752 | $21,752 |
| Publicly Traded Securities - DANAHER CORP DEL COM | $180,659 | $0 | $150,679 | $29,980 | $29,980 |
| Publicly Traded Securities - CORNING INC | $85,269 | $0 | $88,037 | -$2,768 | -$2,768 |
| Publicly Traded Securities - APPLE INC | $76,842 | $0 | $58,646 | $18,196 | $18,196 |
| Publicly Traded Securities - ALPHABET INC SHS CL A | $122,336 | $0 | $90,242 | $32,094 | $32,094 |
| Publicly Traded Securities - ASTRAZENECA PLC SPND ADR | $77,035 | $0 | $70,429 | $6,606 | $6,606 |
| Publicly Traded Securities - AMAZON COM INC COM | $288,211 | $0 | $299,094 | -$10,883 | -$10,883 |
| Publicly Traded Securities - ABBOTT LABS | $30,852 | $0 | $31,326 | -$474 | -$474 |
| Publicly Traded Securities - DWS RREEF REAL ASSRTS FD CL INSTL | $166,126 | $0 | $182,790 | -$16,664 | -$16,664 |
| Publicly Traded Securities - GUGGENHEIM MACRO OPP FD INSTL | $104,091 | $0 | $109,624 | -$5,533 | -$5,533 |
| Publicly Traded Securities - TORTOISE MLP PIPELINE FD INSTL CL | $159,474 | $0 | $148,345 | $11,129 | $11,129 |
| Publicly Traded Securities - DWS ENHANCED COMM STR FUND CL INSTL | $217,817 | $0 | $277,759 | -$59,942 | -$59,942 |
| Publicly Traded Securities - FIDELITY ADV SM CAP VAL CL I | $67,560 | $0 | $72,477 | -$4,917 | -$4,917 |
| Publicly Traded Securities - ALPS/CORE MGT COMPL COMM STR FD CL I | $233,955 | $0 | $245,747 | -$11,792 | -$11,792 |
| Publicly Traded Securities - AMERICAN CENTURY SMALL CAP VAL FD CL I | $66,927 | $0 | $72,681 | -$5,754 | -$5,754 |
| Publicly Traded Securities - PIMCO COMMOD REAL RET STR FD CL I2 | $108,006 | $0 | $124,029 | -$16,023 | -$16,023 |
| Publicly Traded Securities - WILLIAMS COMPANIES DEL | $184,894 | $0 | $165,927 | $18,967 | $18,967 |
| Publicly Traded Securities - UNITEDHEALTH GROUP INC | $74,402 | $0 | $73,951 | $451 | $451 |
| Publicly Traded Securities - RAYTHEON TECH CORP | $60,579 | $0 | $59,679 | $900 | $900 |
| Publicly Traded Securities - TARGET CORP COM | $4,481 | $0 | $4,561 | -$80 | -$80 |
| Publicly Traded Securities - COHEN & STEERS REALTY SHS INC CL I | $139,756 | $0 | $133,000 | $6,756 | $6,756 |
| Publicly Traded Securities - SALESFORCE INC | $57,844 | $0 | $66,738 | -$8,894 | -$8,894 |
| Publicly Traded Securities - PROCTOR & GAMBLE CO | $35,764 | $0 | $36,282 | -$518 | -$518 |
| Publicly Traded Securities - PEPSICO INC | $137,379 | $0 | $138,104 | -$725 | -$725 |
| Publicly Traded Securities - PALO ALTO NETWORKS INC | $40,416 | $0 | $32,012 | $8,404 | $8,404 |
| Publicly Traded Securities - PHILIP MORRIS INTL INC | $47,914 | $0 | $50,441 | -$2,527 | -$2,527 |
| Publicly Traded Securities - PIONEER NATURAL RES CO | $162,398 | $0 | $166,515 | -$4,117 | -$4,117 |
| Publicly Traded Securities - OCCIDENTAL PETE CORP CAL | $324,913 | $0 | $233,054 | $91,859 | $91,859 |
| Publicly Traded Securities - NEXTERA ENERGY INC SHS | $14,960 | $0 | $13,051 | $1,909 | $1,909 |
| Publicly Traded Securities - NVIDIA | $352,910 | $0 | $390,808 | -$37,898 | -$37,898 |
| Publicly Traded Securities - MICROSOFT CORP | $429,584 | $0 | $433,469 | -$3,885 | -$3,885 |
| Publicly Traded Securities - MERCK AND CO INC SHS | $47,004 | $0 | $45,519 | $1,485 | $1,485 |
| Publicly Traded Securities - MORGAN STANLEY | $226,888 | $0 | $237,288 | -$10,400 | -$10,400 |
| Publicly Traded Securities - LOCKHEED MARTIN CORP | $58,752 | $0 | $58,783 | -$31 | -$31 |
| Publicly Traded Securities - KINDER MORGAN INC DEL | $54,990 | $0 | $46,470 | $8,520 | $8,520 |
| Publicly Traded Securities - JOHNSON & JOHNSON COM | $126,373 | $0 | $123,490 | $2,883 | $2,883 |
| Publicly Traded Securities - JPMORGAN CHASE & CO | $310,530 | $0 | $334,476 | -$23,946 | -$23,946 |
| Publicly Traded Securities - SPDR BLOOMBERG 1-3 MN BL ETF | $3,094,298 | $0 | $3,092,245 | $2,053 | $2,053 |
| Publicly Traded Securities - JP MORGAN EX EFT ULTRA SH INC EFT | $276,877 | $0 | $276,607 | $270 | $270 |
| Publicly Traded Securities - BLACKROCK SHORT MAT BD EFT | $249,744 | $0 | $249,744 | $0 | $0 |
| Publicly Traded Securities - GOLDMAN SZCHS GP INC | $125,857 | $0 | $117,180 | $8,677 | $8,677 |
| Publicly Traded Securities - ISHARES 1-3 YR TR BD ETF | $305,117 | $0 | $310,065 | -$4,948 | -$4,948 |
| Publicly Traded Securities - META PLATFORMS INC CL A CS | $48,447 | $0 | $67,168 | -$18,721 | -$18,721 |
| Publicly Traded Securities - FREEPORT-MCMORAN INC | $75,158 | $0 | $60,081 | $15,077 | $15,077 |
| Publicly Traded Securities - EXXON MOBIL CORP COM | $281,314 | $0 | $246,982 | $34,332 | $34,332 |
| Publicly Traded Securities - DEERE CO | $86,079 | $0 | $90,492 | -$4,413 | -$4,413 |
| Publicly Traded Securities - DANAHER CORP COM | $37,462 | $0 | $37,951 | -$489 | -$489 |
| Publicly Traded Securities - CHEVRON CORP | $198,607 | $0 | $195,699 | $2,908 | $2,908 |
| Publicly Traded Securities - APPLE INC | $576,307 | $0 | $530,420 | $45,887 | $45,887 |
| Publicly Traded Securities - ALPHABET INC SHS CL A | $484,842 | $0 | $470,166 | $14,676 | $14,676 |
| Publicly Traded Securities - ASTRAZENCA PLC SPND ADR | $611 | $0 | $592 | $19 | $19 |
| Publicly Traded Securities - AMAZON COM INC COM | $290,434 | $0 | $331,349 | -$40,915 | -$40,915 |
| Publicly Traded Securities - APA CORP REG SHS | $109,407 | $0 | $102,530 | $6,877 | $6,877 |
| Publicly Traded Securities - ADVNCD MICRO D INC | $165,515 | $0 | $168,856 | -$3,341 | -$3,341 |
| Publicly Traded Securities - ABBOTT LABS | $1,153 | $0 | $1,201 | -$48 | -$48 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,718 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$94,289 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,934 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,934 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,826 | OverpaymentAmt |
| Applied To ES Tax | $1,826 | 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 | $74,000 | $0 | $0 |
| BRADLEY GOLDSTEIN | ||||||||
| 11147 Silver Ridge St | Wellington | FL | 33449 | DIR VP | 30.00 | $74,000 | $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 | $6,476,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,493,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,493,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,395,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,108 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $5,108 | TotalTaxAmt |
| Distributable Before Adj | $314,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $314,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $314,687 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $333,318 | 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 | $333,318 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $314,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,149 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $333,318 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $314,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,631 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,564 | 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 | $3,149 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $1,167 | ExcessFromYear2Amt |
| Excess From Year1 | $10,617 | ExcessFromYear1Amt |
| Excess From Current Year | $18,631 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A SECOND CHANCE PUPPIES AND KITTENS | |||||||
| P O Box 211924 | Royal Palm Beach | FL | 33421 | PC | ANIMAL RESCUE | $5,000 | |
| ANTHONY BATES FOUNDATION | |||||||
| 10211 N 32nd Street | PHOENIX | AZ | 85028 | PC | HEART CHECK H.S. ATHLETES | $500 | Ste G |
| Barkey Pines Animal Rescue | |||||||
| 6521 Carol Street | Loxahatchee | FL | 33470 | PC | animal rescue | $10,000 | |
| Believe With Me | |||||||
| 11420 US HWY 1 PMB 122 | North Palm Beach | FL | 33408 | PC | Christmas gifts for children of fallen soldiers. | $20,000 | |
| Busch Wildlife Sanctuary Inc | |||||||
| 2500 Jupiter Park Dr | Jupiter | FL | 33458 | PC | Wildlife Sanctuary | $2,500 | |
| Cape Cod Commercial Fishermans All | |||||||
| 1566 Main Street | Chatham | MA | 02633 | PC | Education regarding fishing rules and regulations | $1,000 | |
| Charlotte Hans Foundation Inc | |||||||
| 1127 Royal Palm Beach Blvd 403 | Royal Palm Beach | FL | 33411 | PC | PBC police support for families with cancer. | $2,500 | |
| Cleveland Clinic Martin Health Fd | |||||||
| 2950 Cleveland Clinic Blvd | Weston | FL | 33331 | PC | Cleveland clinic donation | $10,000 | |
| Clinics Can Help Inc | |||||||
| 2560 Westgate Ave | West Palm Beach | FL | 33409 | PC | Redistribute surplus medical equipment and supplies to patients in need | $500 | |
| CMAK Sandy Hook Memorial Foundation | |||||||
| 6 Bennetts Bridge Rd | Sandy Hook | CT | 06482 | PC | Provide bicycles and swimming and running lessons to underprivileged children | $10,000 | |
| Domes For Humanity | |||||||
| 10268 S Andover Coach Lane B2 | Wellington | FL | 33449 | PC | Provide housing for areas destroyed by natural disaster | $1,000 | |
| Dream Believer Foundation Inc | |||||||
| 16600 Hollow Tree Lane | Wellington | FL | 33470 | PC | Rehabilitate and find homes for vulnerable horses who have been abandoned or mistreated. | $1,000 | |
| Friends of Mounts Boutanical Garden | |||||||
| 559 N MILITARY TRAIL | WEST PALM BEACH | FL | 33415 | PC | PROMOTE GARDENS AND GARDENING | $500 | |
| Somerset Regional Animal Shelter | |||||||
| 100 Commons Way | Bridgewater | NJ | 08807 | PC | Ensure all pets at Somerset Regional Animal Shelter are safe. | $2,500 | |
| Gentle Carousel Inc | |||||||
| 2775 NW 49th Ave Suite 205 | Ocala | FL | 34482 | PC | Equine therapy programs | $1,000 | |
| Grandmas Place Inc | |||||||
| 184 Sparrow Drive | Royal Palm Beach | FL | 33411 | PC | Emergency shelter for boys & girls | $10,000 | |
| Hospice of the Treasure Coast | |||||||
| 1201 SE INDIAN STREET | Stuart | FL | 34997 | PC | Hospice | $5,000 | |
| House of Hope Inc | |||||||
| 2484 SE Bonita St | Stuart | FL | 34997 | PC | Support in basic needs food clothing and financial assistance and life skills programs and classes in education health and nutrition job readiness the arts and more | $2,500 | |
| Kiblez of Love Inc | |||||||
| 15588 Tangelo Blvd | West Palm Beach | FL | 33412 | PC | Animal shelter | $1,000 | |
| Kids Dreams Inc | |||||||
| 1760 N Jog Rd 150 | West Palm Beach | FL | 33411 | PC | Provides economically disadvantaged youth with enriching academic and cultural opportunities | $1,000 | |
| Kids Cancer Foundation Inc | |||||||
| 246 Royal Palm Beach Blvd | Royal Palm Beach | FL | 33411 | PC | Provide hope and support to local children and families | $15,000 | |
| Little Smiles Inc | |||||||
| 3569 91st Street North 4 | Palm Beach Gardens | FL | 33403 | PC | Provide experiences toys and essential items to children | $3,000 | |
| The Magnolia Tree Foundation | |||||||
| 1443 Colby Lane | Schaumburg | IL | 60193 | PC | Educate and provide financial assistance to those affected by the BRCA genetic mutation. | $5,000 | |
| Marion County Veterans Helping Vete | |||||||
| 2730 East Silver Springs Blvd | Ocala | FL | 34478 | PC | Veteran assistance | $1,000 | |
| McCarthys Wildlife Sanctuary Inc | |||||||
| 12943 61st St North | West Palm Beach | FL | 33412 | PC | Wildlife Sanctuary | $500 | |
| Naias Pet Rescue Inc | |||||||
| 6911 Royal Palm Beash Blvd | West Palm Beach | FL | 33412 | PC | Pet Rescue | $500 | |
| Natives Helping Natives Inc | |||||||
| 11910 SE Federal HWY | Hobe Sound | FL | 33455 | PC | SUPPORT INDIVIDUALS AND SCHOOLS IN LOCAL AREA | $2,500 | |
| Old Friends Inc | |||||||
| 1841 Paynes Depot Rd | Georgetown | KY | 40324 | PC | Provides a permanent retirement home to at-risk racehorses | $10,000 | |
| Operation Shoebox | |||||||
| 8360 E Highway 25 | Belleview | FL | 34420 | PC | Honor the sacrifices made by members of our armed forces every single day | $1,000 | |
| Paws 4 Liberty Inc | |||||||
| 8939 Palomino Drive | Lake Worth | FL | 33467 | PC | Train service dogs for veterans. | $7,500 | |
| Pediatric Oncology Support Team Inc | |||||||
| 927 45th St Ste 203 | WEST PALM BEACH | FL | 33407 | PC | Pediatric Oncology Support | $22,500 | |
| Puerto Rico Relief Flight Inc | |||||||
| 169 Bilbao St | Royal Plm Bch | FL | 33411 | PC | Aide Puerto Rico upon the effects and impact of Hurricane Fiona!! | $1,000 | |
| Quantum House Inc | |||||||
| 987 45th Street | West Palm Beach | FL | 33407 | PC | Supportive home that lessens the burden for families whose children are receiving treatment in Palm Beach County for a serious medical conditions. | $1,500 | |
| Speak Up For Kids of PBC Inc | |||||||
| 205 N Dixie Hwy Suite 4 1100 | West Palm Beach | FL | 33401 | PC | Stand up and advocate for children foster care. | $2,000 | |
| Sunrise Humane Society Inc | |||||||
| 100 Savannah Rd | Ft Pierce | FL | 34982 | PC | Humane Society | $5,000 | |
| Tabbys Place a Cat Sanctuary Inc | |||||||
| 1100 US Highway 202 | Ringoes | NJ | 08551 | PC | Cat Sanctuary | $2,500 | |
| The Coral Restoration Foundation In | |||||||
| 89111 Overseas Highway | Tavernier | FL | 33070 | PC | Coral Restoration | $5,000 | |
| Tri County Humane Society Inc | |||||||
| 21287 Boca Rio Rd | Boca Raton | FL | 33433 | PC | Humane Society | $25,000 | |
| With Love For The Animals Inc | |||||||
| 811 Minnesota St | Lantana | FL | 33462 | PC | Animal Shelter | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,673 | 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 | |
| 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 | $279,193 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,193 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH B GREEN TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $6,489 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 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 (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $0 | $0 |
| ALPHABET INC | $0 | $0 |
| AMAZON | $0 | $0 |
| APA CORP | $0 | $0 |
| APPLE | $0 | $0 |
| ASTRAZENECA | $0 | $0 |
| CORNING | $0 | $0 |
| DANAHER | $0 | $0 |
| FREEPORT | $0 | $0 |
| META | $0 | $0 |
| GOLDMAN SACHS | $0 | $0 |
| HOME DEPOT | $0 | $0 |
| HONEYWELL | $0 | $0 |
| HONEYWELL | $0 | $0 |
| J P MORGAN | $0 | $0 |
| JOHNSON & JOHNSON | $0 | $0 |
| KINDER MORGAN | $0 | $0 |
| MORGAN STANLEY | $0 | $0 |
| MICROSOFT | $0 | $0 |
| NVIDIA | $0 | $0 |
| NETFLIX | $0 | $0 |
| NEXTERA | $0 | $0 |
| PALO ALTO | $0 | $0 |
| SKYWORKS | $0 | $0 |
| TARGET | $0 | $0 |
| COHEN & STEERS | $0 | $0 |
| EATON VANCE | $0 | $0 |
| COHEN & STEERS | $0 | $0 |
| NUVEEN | $0 | $0 |
| GUGGENHEIM | $0 | $0 |
| GUGGENHEIM ACTIVE | $0 | $0 |
| APA CORP | $11,957 | $15,311 |
| APPLE | $92,641 | $84,455 |
| ASTRAZENECA | $11,123 | $14,374 |
| CHEVRON | $57,158 | $60,668 |
| DANAHER | $30,808 | $35,301 |
| DEERE | $12,376 | $14,150 |
| EOG RESOURCES | $15,801 | $14,765 |
| EXXON | $40,646 | $60,114 |
| FREEPORT | $24,270 | $29,184 |
| GOLDMAN | $13,463 | $14,422 |
| HOME DEPOT | $12,294 | $14,214 |
| HONEYWELL | $13,910 | $14,572 |
| JOHNSON & JOHNSON | $52,465 | $57,765 |
| J P MORGAN | $14,312 | $14,751 |
| LOCKHEED | $57,337 | $57,892 |
| MERCK | $37,465 | $43,603 |
| MICROSOFT | $112,184 | $114,394 |
| MORGAN STANLEY | $12,585 | $14,198 |
| NEXTERA | $48,732 | $57,433 |
| NVIDIA | $44,852 | $51,441 |
| OCCIDENTAL PETE | $8,557 | $14,488 |
| PEPSICO | $40,831 | $42,816 |
| PHILIP MORRIS | $14,513 | $14,372 |
| PROCTER & GAMBLE | $30,246 | $28,948 |
| RAYTHEON | $56,310 | $59,038 |
| UNITEDHEALTH | $71,141 | $72,635 |
| WILLIAMS | $12,951 | $14,706 |
| ALPS CORE | $27,921 | $27,119 |
| BLACKROCK | $1,709,604 | $1,712,330 |
| EATON VANCE | $462,377 | $426,253 |
| INVESCO | $33,321 | $29,218 |
| J P MORGAN | $1,736,093 | $1,736,202 |
| NUVEEN | $449,721 | $427,057 |
| PIMCO | $176,423 | $131,324 |
| TORTOISE | $13,499 | $14,340 |
| BLACKSTONE | $496,000 | $489,547 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ADJ | Desc |
| Amt | $6,275 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUS REG FEE TAX SOFTWARE INT EDUCATIONAL MATERIAL SUPPLIES BK CHG | Desc |
| Revenue And Expenses Per Books | $1,074 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,074 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAP GAINS | Desc |
| Amt | $206,718 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ML INV ADV FEES | CategoryTxt |
| Amt | $97,633 | Amt |
| Net Investment Income | $97,633 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments