ELIZABETH B GREEN PRIVATE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH B GREEN PRIVATE FOUNDATION (EIN 45-4209357)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-25
- IRS object ID
- 202202999349100200
- Schema version
- 2021v4.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-25T11:39:52-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454209357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH B GREEN PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Bradley J Goldstein | InCareOfNm |
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Foreign Phone | 5617229376 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11147 Silver Ridge St | AddressLine1Txt |
| City | Wellington | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY GOLDSTEIN | PersonNm |
| Person Title | DIR VP | PersonTitleTxt |
| Foreign Phone | 5617229376 | ForeignPhoneNum |
| Signature | 2022-10-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,052,791 | 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 | $2,308,166 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $137,066 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,066 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,493,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,094 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,647,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,160 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $152,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $136,800 | 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 | $92,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,980 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,980 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $165 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $446 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $249,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $433,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,213,544 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $118,653 | CashBOYAmt |
| Cash EOY | $19,671 | CashEOYAmt |
| Cash EOYFMV | $19,671 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,160 | 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 | $1,515,526 | 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 | $2,286,389 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,026,281 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,944,960 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $3,920,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,134,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,052,791 | 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 | $3,920,568 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,134,112 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,920,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,134,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,920,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,134,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,920,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,213,544 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,134,112 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,134,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities - MERRILL LYNCH BROKERAGE ACCOUNT 2021 TRANSACTIONS XXX-02241 | PropertyDesc |
| Gross Sales Price | $2,493,264 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $2,291,170 | CostOrOtherBasisAmt |
| Gain Or Loss | $202,094 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $202,094 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,094 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $202,094 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,158 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,092 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,092 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,934 | OverpaymentAmt |
| Applied To ES Tax | $3,934 | 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 | false | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2019 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2018 | UndistributedIncomePY3Yr |
| Undistributed Income PY4 | 2017 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2020 | UndistrIncmSect4942a2AppYr1Yr |
| Undistr Incm Sect4942a2 App Yr4 | 2017 | UndistrIncmSect4942a2AppYr4Yr |
| 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 | $76,000 | $0 | $0 |
| Bradley J Goldstein | ||||||||
| 11147 Silver Ridge St | Wellington | FL | 33449 | DIR VP | 30.00 | $76,000 | $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 | $6,324,103 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,358,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,358,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,263,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,158 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $3,158 | TotalTaxAmt |
| Distributable Before Adj | $309,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $309,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $309,997 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,781 | 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 | $321,781 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $309,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,167 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $3,149 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,491 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,149 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,167 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,781 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,167 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $309,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,617 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,424 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $3,149 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $3,149 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,491 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,933 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,149 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,167 | ExcessFromYear1Amt |
| Excess From Current Year | $10,617 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A SECOND CHANCE PUPPIES KITTENS R | ||||||
| P O BOX 211924 | ROYAL PALM BEACH | FL | 33421 | PC | ANIMAL RESCUE | $5,000 |
| ANTHONY BATES FOUNDATION | ||||||
| 10211 NORTH 32nd ST G | PHOENIX | AZ | 85028 | PC | HEART SCREENING FOR HIGH SCHOOL ATHLETES | $500 |
| BARKEY PINES ANIMAL RESCUE | ||||||
| 6521 CAROL STREET | LOXAHATCHEE | FL | 33470 | PC | ANIMAL RESCUE | $5,000 |
| BELIEVE WITH ME | ||||||
| 11420 US HWY 1 PMB 122 | NORTH PALM BEACH | FL | 33048 | PC | HOLIDAY GIFTS FOR CHILDREN OF FALLEN SOLDIERS | $9,500 |
| BUSCH WILDLIFE SANCTUARY INC | ||||||
| 2500 JUPITER PARK DR | JUPITER | FL | 33458 | PC | WILELIFE SANCTUARY AND RESCUE | $5,000 |
| CLINICS CAN HELP INC | ||||||
| 2560 WESTGATE AVE | WEST PALM BEACH | FL | 33409 | PC | MEDICAL ASSISTANCE FOR THOSE IN NEED | $500 |
| CMAK SANDY HOOK MEMORIALFOUNDATIOON | ||||||
| 2 WASHINGTON SQ | NEWTOWN | CT | 06470 | PC | EMOTIONAL AND PHYSICAL HEALTH AND WELLNESS FOR CHILDREN | $10,000 |
| FIGURE IT OUT FARM INC | ||||||
| 15214 80TH DR N | WEST PALM BEACH | FL | 33418 | PC | CHILDREN WITH AUTISM | $5,000 |
| HOUSE OF HOPE INC | ||||||
| 2484 SE Bonita St | STUART | FL | 34997 | PC | FOOD BANK | $2,500 |
| Kiblez of Love Inc | ||||||
| 15588 Tangelo Blvd | WEST PALM BEACH | FL | 33412 | PC | ANIMAL RESCUE | $1,000 |
| KIDS DREAMS INC | ||||||
| 1760 N JOG RD 150 | PALM BEACH | FL | 33480 | PC | ASSIST DISADVANTAGED CHILDREN | $1,000 |
| KIDS CANCER FOUNDATION INC | ||||||
| 246 Royal Palm Beach Blvd | ROYAL PALM BEACH | FL | 33411 | PC | PROVIDE ASSISTANCE FOR CHILDREN WITH CANCER AND THEIR FAMILIES | $7,500 |
| LITTLE SMILES INC | ||||||
| 3569 91st Street North 4 | PALM BEACH GARDENS | FL | 33403 | PC | HELP SICK AND OR HOMELESS CHILDREN | $3,000 |
| MAGNOLIA TREE FOUNDATION | ||||||
| 1443 Colby Lane | Schaumburg | IL | 60193 | PC | PROVIDE BRACA AWEARNESS INFORMATION AND SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS | $10,000 |
| MINIME FOUNDATION INC | ||||||
| 2348 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | PC | ASSIST CHILDREN WITH CANCER AND THEIR FAMILIES | $5,000 |
| NINA'S PET RESCUE | ||||||
| 6911 Royal Palm Beach Blvd | WEST PALM BEACH | FL | 33412 | PC | PET RESCUE | $500 |
| NATIVES HELPING NATIVES INC | ||||||
| PO BOX 201 | HOBE SOUND | FL | 33475 | PC | ASSISTANCE TO POVERTY STRICKEN NATIVE AMERICANS | $2,500 |
| NICKLAUS CHILDREN'S HOSPITAL FOUNDA | ||||||
| 3100 SW 62ND AVE | MIAMI | FL | 33155 | PC | CHILDREN'S HOSPITAL | $10,000 |
| OLD FRIENDS INC | ||||||
| 1841 PAYNES DEPOT RD | GEORGRTOWN | KY | 40324 | PC | CARE AND PROTECTION FOR RETIRED RACING THOROUGHBREDS | $15,000 |
| PAT MACS PACK INC | ||||||
| 10226 S LEAVITT | CHICAGO | IL | 60643 | PC | CHILDRENS BRAIN CANCER RESEARCH | $535 |
| PAWS 4 LIBERTY INC | ||||||
| 8939 Palomino Drive | LAKE WORTH | FL | 33467 | PC | TRAIN SERVICE DOGS FOR VETERANS | $7,500 |
| PEADIATRIC ONCOLOGY SUPPORT TEAMINC | ||||||
| 927 45th St Ste 203 | WEST PALM BEACH | FL | 33407 | PC | PEADIATRIC ONCOLOGY SUPPORT | $25,000 |
| PIPERS ANGELS FOUNDATION INC | ||||||
| 11438 US HWY 1 | PALM BEACH GARDENS | FL | 33408 | PC | CYSTIC FIBROSICS | $1,000 |
| QUANTUM HOUSE INC | ||||||
| 987 45TH STREET | WEST PALM BEACH | FL | 33407 | PC | PROVIDE ASSISTANCE FOR CRITICALLY INJURED CHILDERN | $500 |
| SPD COMMUNITY FOUNDATION INC | ||||||
| 830 SE M L K Jr Blvd | STUART | FL | 34994 | PC | STUART POLICE DEPARTMENT COMMUNITY FOUNDATION | $10,000 |
| SPEAK UP FOR KIDS OF PBC INC | ||||||
| PO BOX 1896 | WEST PALM BEACH | FL | 33408 | PC | SUPPORT ABUSED ABANDON AND NEGELECTED CHILDREN IN PALM BEACH COUNTY | $1,000 |
| SUMRISE HUMANE SOCIETY INC | ||||||
| 100 Savannah Rd | FORT PIERCE | FL | 34982 | PC | HUMANE SOCIETY | $5,000 |
| THE CORAL RESTORATION FOUNDATIONINC | ||||||
| 89111 Overseas Highway | Tavernier | FL | 33070 | PC | CORAL RESTORATION AND EDUCATION | $5,000 |
| THE JONATHAN CHAIN INC | ||||||
| 3410 LEEWARD DR | HAVERSTRAW | NY | 10927 | PC | PROVIDE GITUARS TO SCHOOLS | $5,000 |
| TRI COUNTY HUMANE SOCIETY INC | ||||||
| 21287 Boca Rio Rd | Boca Raton | FL | 33433 | PC | ANIMAL HUMANE SOCIETY | $25,000 |
| WITH LOVE FOR THE ANIMALS | ||||||
| 13587 76th Rd N | West Palm Beach | FL | 33412 | PC | ANIMAL SANCTUARY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,535 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $339,160 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $339,160 | 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 | $2,308,166 | 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 PROCEDUREES. WEEKLY DIRECTOR MEETINGS. |
| Bradley J Goldstein |
| GRANTEE RESEARCH MANAGEMENT APPROVALS AND RELATIONS. FINANCIAL REVIEW ACCOUNTING BANKING TAX AND COMPLIANCE. POLICY AND PROCEDUREES. WEEKLY DIRECTOR MEETINGS. |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $30,703 | $38,141 |
| ALPHABET INC | $260,124 | $353,439 |
| AMAZON | $348,323 | $366,777 |
| APPLE INC | $328,572 | $437,532 |
| ASTRAZENECA | $81,486 | $88,075 |
| BRISTOL-MYERS SQUIBB | $0 | $0 |
| CORNING | $88,036 | $92,070 |
| DANAHER | $159,788 | $227,675 |
| FREEPORT | $125,139 | $165,752 |
| EQUINIX | $0 | $0 |
| $0 | $0 | |
| META | $155,516 | $173,221 |
| GOLDMAN SACHS | $127,787 | $154,168 |
| HOME DEPOT | $96,193 | $143,593 |
| HONEYWELL | $62,096 | $62,970 |
| HONEYWELL | $64,110 | $64,430 |
| J P MORGAN | $278,096 | $300,548 |
| JOHNSON AND JOHNSON | $125,492 | $134,461 |
| KINDER MORGAN | $154,584 | $161,407 |
| LUMENTUM | $0 | $0 |
| MORGAN STANLEY | $191,907 | $229,106 |
| MICROSOFT | $283,802 | $391,140 |
| NVIDIA | $232,712 | $414,107 |
| NETFLIX | $37,979 | $45,183 |
| NEXTERA | $196,522 | $229,011 |
| PALO ALTO | $32,012 | $45,098 |
| SKYWORKS | $28,413 | $30,563 |
| TARGET | $60,467 | $77,995 |
| WALMART | $0 | $0 |
| DOUBLE LINE | $0 | $0 |
| COHEN & STEERS | $133,000 | $154,904 |
| EATON VANCE | $316,723 | $316,423 |
| COHEN & STEERS | $316,723 | $310,344 |
| NUVEEN | $633,445 | $642,572 |
| GUGGENHEIM | $651,551 | $670,125 |
| ISHARES | $0 | $0 |
| PIMCO | $0 | $0 |
| TWC | $0 | $0 |
| WESTERN ASSETS | $0 | $0 |
| GUGGENHEIM ACTIVE | $424,980 | $424,130 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $165 | $165 | $0 | $0 |
| BUSINESS REGISTRATION FEES | $125 | $0 | $0 | $125 |
| TAX SOFTWARE | $321 | $0 | $0 | $321 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MERRILL LYNCH INV MGT ADVISORY | $94,330 | $94,330 | $0 | $0 |
| MISC ADJ | -$1,674 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS - EXCISE TAX | CategoryTxt |
| Amt | $3,980 | Amt |
| Net Investment Income | $3,980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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