2023-10-25T03:06:55-04:00 2022-12-31 990PF 2022-01-01 454209357 ELIZABETH B GREEN PRIVATE FOUNDATION % Bradley J Goldstein ELIZ 5617229376 11147 Silver Ridge St Wellington FL 33449 Bradley J Goldstein DIR VP 5617229376 2023-10-25 2022 2023-04-26 12:10:37Z X 6135999 X 6489 520 520 278673 278673 0 0 206718 285682 485911 148000 14800 133200 0 0 0 0 0 0 97633 97633 0 6000 6000 0 544 0 544 1074 0 1074 253251 118433 134818 198500 198500 451751 118433 333318 -166069 367478 0 19671 2043 2043 88160 110556 110556 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6026281 6055887 6023400 0 0 0 6134112 6168486 6135999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6134112 6168486 0 0 6134112 6168486 6134112 6168486 6134112 -166069 206718 6174761 6275 6168486 Publicly Traded Securities - HOME DEPOT INC 103921 0 83900 20021 20021 Publicly Traded Securities - GUGGENHEIM ACT ALL FD COM 351336 0 424980 -73644 -73644 Publicly Traded Securities - INVESCO DB AGR FD 101034 0 119197 -18163 -18163 Publicly Traded Securities - GUGGENHEIM MACRO OPP FD INSTL 519945 0 541838 -21893 -21893 Publicly Traded Securities - NUVEEN FL RT BINC FD CL I 207022 0 206576 446 446 Publicly Traded Securities - COHEN & STEERS PRE SEC INC CL I 298247 0 316723 -18476 -18476 Publicly Traded Securities - EATON VANCE FL RATE ADV CL I 9008 0 9008 0 0 Publicly Traded Securities - TARGET GROUP COM 64881 0 60467 4414 4414 Publicly Traded Securities - SKYWORKS SOLUTIONS INC 27334 0 28414 -1080 -1080 Publicly Traded Securities - NEXTERA ENERGY INC SHS 242013 0 257375 -15362 -15362 Publicly Traded Securities - NETFLIX COM INC 28214 0 37979 -9765 -9765 Publicly Traded Securities - NVIDIA 275022 0 147325 127697 127697 Publicly Traded Securities - MICROSOFT CORP 163732 0 116321 47411 47411 Publicly Traded Securities - MORGAN STANLEY 148840 0 114014 34826 34826 Publicly Traded Securities - KINDER MORGAN INC DEL 123006 0 100432 22574 22574 Publicly Traded Securities - JOHNSON & JOHNSON COM 48126 0 47165 961 961 Publicly Traded Securities - JPMORGAN CHASE CO 202572 0 189996 12576 12576 Publicly Traded Securities - HONEYWELL INTL INC DEL 104474 0 113435 -8961 -8961 Publicly Traded Securities - GOLDMAN SACHS GRP INC 45522 0 41856 3666 3666 Publicly Traded Securities - META PLATFORMS INC CL A COM 95797 0 88348 7449 7449 Publicly Traded Securities - FREEPORT MCMORAN INC 123105 0 101353 21752 21752 Publicly Traded Securities - DANAHER CORP DEL COM 180659 0 150679 29980 29980 Publicly Traded Securities - CORNING INC 85269 0 88037 -2768 -2768 Publicly Traded Securities - APPLE INC 76842 0 58646 18196 18196 Publicly Traded Securities - ALPHABET INC SHS CL A 122336 0 90242 32094 32094 Publicly Traded Securities - ASTRAZENECA PLC SPND ADR 77035 0 70429 6606 6606 Publicly Traded Securities - AMAZON COM INC COM 288211 0 299094 -10883 -10883 Publicly Traded Securities - ABBOTT LABS 30852 0 31326 -474 -474 Publicly Traded Securities - DWS RREEF REAL ASSRTS FD CL INSTL 166126 0 182790 -16664 -16664 Publicly Traded Securities - GUGGENHEIM MACRO OPP FD INSTL 104091 0 109624 -5533 -5533 Publicly Traded Securities - TORTOISE MLP PIPELINE FD INSTL CL 159474 0 148345 11129 11129 Publicly Traded Securities - DWS ENHANCED COMM STR FUND CL INSTL 217817 0 277759 -59942 -59942 Publicly Traded Securities - FIDELITY ADV SM CAP VAL CL I 67560 0 72477 -4917 -4917 Publicly Traded Securities - ALPS/CORE MGT COMPL COMM STR FD CL I 233955 0 245747 -11792 -11792 Publicly Traded Securities - AMERICAN CENTURY SMALL CAP VAL FD CL I 66927 0 72681 -5754 -5754 Publicly Traded Securities - PIMCO COMMOD REAL RET STR FD CL I2 108006 0 124029 -16023 -16023 Publicly Traded Securities - WILLIAMS COMPANIES DEL 184894 0 165927 18967 18967 Publicly Traded Securities - UNITEDHEALTH GROUP INC 74402 0 73951 451 451 Publicly Traded Securities - RAYTHEON TECH CORP 60579 0 59679 900 900 Publicly Traded Securities - TARGET CORP COM 4481 0 4561 -80 -80 Publicly Traded Securities - COHEN & STEERS REALTY SHS INC CL I 139756 0 133000 6756 6756 Publicly Traded Securities - SALESFORCE INC 57844 0 66738 -8894 -8894 Publicly Traded Securities - PROCTOR & GAMBLE CO 35764 0 36282 -518 -518 Publicly Traded Securities - PEPSICO INC 137379 0 138104 -725 -725 Publicly Traded Securities - PALO ALTO NETWORKS INC 40416 0 32012 8404 8404 Publicly Traded Securities - PHILIP MORRIS INTL INC 47914 0 50441 -2527 -2527 Publicly Traded Securities - PIONEER NATURAL RES CO 162398 0 166515 -4117 -4117 Publicly Traded Securities - OCCIDENTAL PETE CORP CAL 324913 0 233054 91859 91859 Publicly Traded Securities - NEXTERA ENERGY INC SHS 14960 0 13051 1909 1909 Publicly Traded Securities - NVIDIA 352910 0 390808 -37898 -37898 Publicly Traded Securities - MICROSOFT CORP 429584 0 433469 -3885 -3885 Publicly Traded Securities - MERCK AND CO INC SHS 47004 0 45519 1485 1485 Publicly Traded Securities - MORGAN STANLEY 226888 0 237288 -10400 -10400 Publicly Traded Securities - LOCKHEED MARTIN CORP 58752 0 58783 -31 -31 Publicly Traded Securities - KINDER MORGAN INC DEL 54990 0 46470 8520 8520 Publicly Traded Securities - JOHNSON & JOHNSON COM 126373 0 123490 2883 2883 Publicly Traded Securities - JPMORGAN CHASE & CO 310530 0 334476 -23946 -23946 Publicly Traded Securities - SPDR BLOOMBERG 1-3 MN BL ETF 3094298 0 3092245 2053 2053 Publicly Traded Securities - JP MORGAN EX EFT ULTRA SH INC EFT 276877 0 276607 270 270 Publicly Traded Securities - BLACKROCK SHORT MAT BD EFT 249744 0 249744 0 0 Publicly Traded Securities - GOLDMAN SZCHS GP INC 125857 0 117180 8677 8677 Publicly Traded Securities - ISHARES 1-3 YR TR BD ETF 305117 0 310065 -4948 -4948 Publicly Traded Securities - META PLATFORMS INC CL A CS 48447 0 67168 -18721 -18721 Publicly Traded Securities - FREEPORT-MCMORAN INC 75158 0 60081 15077 15077 Publicly Traded Securities - EXXON MOBIL CORP COM 281314 0 246982 34332 34332 Publicly Traded Securities - DEERE CO 86079 0 90492 -4413 -4413 Publicly Traded Securities - DANAHER CORP COM 37462 0 37951 -489 -489 Publicly Traded Securities - CHEVRON CORP 198607 0 195699 2908 2908 Publicly Traded Securities - APPLE INC 576307 0 530420 45887 45887 Publicly Traded Securities - ALPHABET INC SHS CL A 484842 0 470166 14676 14676 Publicly Traded Securities - ASTRAZENCA PLC SPND ADR 611 0 592 19 19 Publicly Traded Securities - AMAZON COM INC COM 290434 0 331349 -40915 -40915 Publicly Traded Securities - APA CORP REG SHS 109407 0 102530 6877 6877 Publicly Traded Securities - ADVNCD MICRO D INC 165515 0 168856 -3341 -3341 Publicly Traded Securities - ABBOTT LABS 1153 0 1201 -48 -48 206718 -94289 5108 0 5108 0 5108 6934 0 0 6934 0 0 1826 1826 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 74000 0 0 BRADLEY GOLDSTEIN 11147 Silver Ridge St Wellington FL 33449 DIR VP 30.00 74000 0 0 NONE NONE 6476306 16996 0 6493302 0 0 6493302 97400 6395902 319795 319795 5108 0 5108 314687 0 314687 0 314687 333318 0 0 0 0 333318 314687 0 2020 2019 2018 0 3149 0 0 1167 10617 14933 333318 0 0 0 314687 18631 0 0 33564 0 0 0 0 0 0 3149 30415 0 0 1167 10617 18631 X A SECOND CHANCE PUPPIES AND KITTENS P O Box 211924 Royal Palm Beach FL 33421 PC ANIMAL RESCUE 5000 ANTHONY BATES FOUNDATION 10211 N 32nd Street Ste G PHOENIX AZ 85028 PC HEART CHECK H.S. ATHLETES 500 Barkey Pines Animal Rescue 6521 Carol Street Loxahatchee FL 33470 PC animal rescue 10000 Believe With Me 11420 US HWY 1 PMB 122 North Palm Beach FL 33408 PC Christmas gifts for children of fallen soldiers. 20000 Busch Wildlife Sanctuary Inc 2500 Jupiter Park Dr Jupiter FL 33458 PC Wildlife Sanctuary 2500 Cape Cod Commercial Fishermans All 1566 Main Street Chatham MA 02633 PC Education regarding fishing rules and regulations 1000 Charlotte Hans Foundation Inc 1127 Royal Palm Beach Blvd 403 Royal Palm Beach FL 33411 PC PBC police support for families with cancer. 2500 Cleveland Clinic Martin Health Fd 2950 Cleveland Clinic Blvd Weston FL 33331 PC Cleveland clinic donation 10000 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 10000 Domes For Humanity 10268 S Andover Coach Lane B2 Wellington FL 33449 PC Provide housing for areas destroyed by natural disaster 1000 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. 1000 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. 2500 Gentle Carousel Inc 2775 NW 49th Ave Suite 205 Ocala FL 34482 PC Equine therapy programs 1000 Grandmas Place Inc 184 Sparrow Drive Royal Palm Beach FL 33411 PC Emergency shelter for boys & girls 10000 Hospice of the Treasure Coast 1201 SE INDIAN STREET Stuart FL 34997 PC Hospice 5000 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 2500 Kiblez of Love Inc 15588 Tangelo Blvd West Palm Beach FL 33412 PC Animal shelter 1000 Kids Dreams Inc 1760 N Jog Rd 150 West Palm Beach FL 33411 PC Provides economically disadvantaged youth with enriching academic and cultural opportunities 1000 Kids Cancer Foundation Inc 246 Royal Palm Beach Blvd Royal Palm Beach FL 33411 PC Provide hope and support to local children and families 15000 Little Smiles Inc 3569 91st Street North 4 Palm Beach Gardens FL 33403 PC Provide experiences toys and essential items to children 3000 The Magnolia Tree Foundation 1443 Colby Lane Schaumburg IL 60193 PC Educate and provide financial assistance to those affected by the BRCA genetic mutation. 5000 Marion County Veterans Helping Vete 2730 East Silver Springs Blvd Ocala FL 34478 PC Veteran assistance 1000 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 2500 Old Friends Inc 1841 Paynes Depot Rd Georgetown KY 40324 PC Provides a permanent retirement home to at-risk racehorses 10000 Operation Shoebox 8360 E Highway 25 Belleview FL 34420 PC Honor the sacrifices made by members of our armed forces every single day 1000 Paws 4 Liberty Inc 8939 Palomino Drive Lake Worth FL 33467 PC Train service dogs for veterans. 7500 Pediatric Oncology Support Team Inc 927 45th St Ste 203 WEST PALM BEACH FL 33407 PC Pediatric Oncology Support 22500 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!! 1000 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. 1500 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. 2000 Sunrise Humane Society Inc 100 Savannah Rd Ft Pierce FL 34982 PC Humane Society 5000 Tabbys Place a Cat Sanctuary Inc 1100 US Highway 202 Ringoes NJ 08551 PC Cat Sanctuary 2500 The Coral Restoration Foundation In 89111 Overseas Highway Tavernier FL 33070 PC Coral Restoration 5000 Tri County Humane Society Inc 21287 Boca Rio Rd Boca Raton FL 33433 PC Humane Society 25000 With Love For The Animals Inc 811 Minnesota St Lantana FL 33462 PC Animal Shelter 500 198500 0 0 14 520 0 0 14 278673 0 0 279193 0 279193 false false false false false false false false false false X X 1 ELIZABETH B GREEN TRUST 11147 Silver Ridge St Wellington FL 33449 6489 X 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 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 11957 15311 APPLE 92641 84455 ASTRAZENECA 11123 14374 CHEVRON 57158 60668 DANAHER 30808 35301 DEERE 12376 14150 EOG RESOURCES 15801 14765 EXXON 40646 60114 FREEPORT 24270 29184 GOLDMAN 13463 14422 HOME DEPOT 12294 14214 HONEYWELL 13910 14572 JOHNSON & JOHNSON 52465 57765 J P MORGAN 14312 14751 LOCKHEED 57337 57892 MERCK 37465 43603 MICROSOFT 112184 114394 MORGAN STANLEY 12585 14198 NEXTERA 48732 57433 NVIDIA 44852 51441 OCCIDENTAL PETE 8557 14488 PEPSICO 40831 42816 PHILIP MORRIS 14513 14372 PROCTER & GAMBLE 30246 28948 RAYTHEON 56310 59038 UNITEDHEALTH 71141 72635 WILLIAMS 12951 14706 ALPS CORE 27921 27119 BLACKROCK 1709604 1712330 EATON VANCE 462377 426253 INVESCO 33321 29218 J P MORGAN 1736093 1736202 NUVEEN 449721 427057 PIMCO 176423 131324 TORTOISE 13499 14340 BLACKSTONE 496000 489547 MISC ADJ 6275 BUS REG FEE TAX SOFTWARE INT EDUCATIONAL MATERIAL SUPPLIES BK CHG 1074 0 0 1074 CAP GAINS 206718 ML INV ADV FEES 97633 97633 0 0 EXCISE TAX 6000 6000 0 0