THE GREENBAUM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENBAUM FOUNDATION (EIN 87-6217358)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349101884
- 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
- 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 | 2022-11-14T11:22:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES R | PersonFirstNm |
| Person Last | GREENBAUM JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA J DAVIS | PreparerPersonNm |
| PTIN | P00662840 | PTIN |
| Phone | 7702460793 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
| 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 | $61,524,370 | 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 | $3,746,392 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $439,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $483,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,538,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,727,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,538,931 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,454,418 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,424,653 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,178,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,447,326 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $18,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,750 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $149,269 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $43,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,375 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $211,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,070,868 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,070,868 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,281,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,070,868 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,896,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,426,201 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,530,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,044,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,044,554 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $35,245 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,599 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,599 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,331,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,850,037 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,850,037 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,188,339 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,496,990 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,496,990 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,398,914 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,093,306 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,093,306 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $20,884 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,884 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,484,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,524,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,524,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $55,484,224 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $61,524,370 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,484,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,524,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,484,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,524,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,484,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,896,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,143,222 | OtherIncreasesAmt |
| Subtotal | $61,524,370 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $61,524,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,165,350 | $2,275,800 | -$110,450 | -$110,450 |
| PUBLICLY TRADED SECURITIES | P | $5,561,680 | $2,912,299 | $2,649,381 | $2,649,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,538,931 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,424 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $75,424 | SubtotalAmt |
| Tax Based On Investment Income | $75,424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,259 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $95,259 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $140 | EsPenaltyAmt |
| Overpayment | $19,695 | OverpaymentAmt |
| Applied To ES Tax | $19,695 | AppliedToESTaxAmt |
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 |
| 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 | CA | 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 | 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 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| 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
| 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,295,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,642,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,937,580 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $58,937,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $884,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,053,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,902,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,902,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,424 | TotalTaxAmt |
| Distributable Before Adj | $2,827,252 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,827,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,827,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,070,868 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,070,868 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,827,252 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,671,970 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,214,713 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,662,674 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,846,071 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,395,314 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,790,742 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,070,868 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,827,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,243,616 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,034,358 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,671,970 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,362,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,214,713 | ExcessFromYear4Amt |
| Excess From Year3 | $1,662,674 | ExcessFromYear3Amt |
| Excess From Year2 | $1,846,071 | ExcessFromYear2Amt |
| Excess From Year1 | $1,395,314 | ExcessFromYear1Amt |
| Excess From Current Year | $1,243,616 | 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 (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A WELL-FED WORLD | ||||||||||||||
| 1380 MONROE ST NW 222 | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $250,000 | |||||||
| CENTRE FOR EFFECTIVE ALTRUISM | ||||||||||||||
| 2443 FILLMORE ST | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC | GENERAL FUND | $200,000 | SUITE 380-16662 | ||||||
| PANORAMA GLOBAL | ||||||||||||||
| 2101 4TH AVE | SEATTLE | WA | 98121 | N/A | PUBLIC | GENERAL FUND | $200,000 | SUITE 2100 | ||||||
| PHYSICIANS ASSOCIATION FOR NUTRITIO | ||||||||||||||
| VILLAGE STATION | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL FUND | $150,000 | PO BOX 536 | ||||||
| LA CONSCIENCE | ||||||||||||||
| 18820 PACIFIC COAST HWY | MALIBU | CA | 90265 | N/A | PUBLIC | GENERAL FUND | $124,016 | SUITE 201 | ||||||
| AMERICAN COLLEGE OF LIFESTYLE MED | ||||||||||||||
| 2004 RADIANCE CIRCLE | FAIRFIELD | IA | 52556 | N/A | PUBLIC | GENERAL FUND | $106,967 | |||||||
| CDP | ||||||||||||||
| PO BOX 348 | BERKELEY | CA | 94701 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||||
| CRISIS ACTION | ||||||||||||||
| 700 N VALLEY ST | ANAHEIM | CA | 95406 | N/A | PUBLIC | GENERAL FUND | $100,000 | SUITE 73867 | ||||||
| TOSTAN | ||||||||||||||
| 4712 ADMIRALTY WAY | MARINA DEL REY | CA | 90292 | N/A | PUBLIC | GENERAL FUND | $100,000 | NO949 | ||||||
| VOICE OF THE FREEDOM FOR ALL | ||||||||||||||
| 5655 SILVER CREEK VALLEY | SAN JOSE | CA | 95138 | N/A | PUBLIC | GENERAL FUND | $100,000 | RD 211 | ||||||
| PREVENTIVE MEDICINE RESEARCH | ||||||||||||||
| 900 BRIDGEWAY | SAUSALITO | CA | 94965 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||||
| GENERATION PLEDGE VIA CENTRE | ||||||||||||||
| 221 NORTH HOGAN STREET | JACKSONVILLE | FL | 32202 | N/A | PUBLIC | GENERAL FUND | $95,000 | 312 | ||||||
| GENERATION AWAKENING | ||||||||||||||
| 18030 BROOKHURST ST | FOUNTAIN VALLEY | CA | 92708 | N/A | PUBLIC | GENERAL FUND | $76,126 | SUITE 362 | ||||||
| VERMONT LAW SCHOOL | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | EQUIVALENCY DETERMINATION | EQUIV DETERM ON FILE | EQUIV. DETERM. ON | TO | |||||||
| COMPASSION IN WORLD FARMING | ||||||||||||||
| PO BOX 60042 | WASHINGTON | DC | 200390042 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||||
| LIBERTY ASIA | ||||||||||||||
| 708 THIRD AVE STE 1820 | NEW YORK | NY | 10017 | 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 | SUITE A-806 | ||||||
| WESTERN UNIVERSITY OF HEALTH SCIEN | ||||||||||||||
| 309 E 2ND ST | POMONA | CA | 91766 | N/A | PUBLIC | GENERAL FUND | $30,750 | |||||||
| FREE TO THRIVE | ||||||||||||||
| 127 WEST 26TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL FUND | $30,000 | SUITE 300 | ||||||
| SHAMSAHA-WOMEN'S CRISIS CARE | ||||||||||||||
| PO BOX 7322 | COTATI | CA | 94931 | N/A | PUBLIC | GENERAL FUND | $30,000 | |||||||
| THE GREENFIELD PROJECT | ||||||||||||||
| PO BOX 669 | REDMOND | OR | 97756 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||||
| BLACK WOMEN FOR WELLNESS | ||||||||||||||
| PO BOX 6432 | CHESTERFIELD | MO | 63006 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||||
| HEALTH RESEARCH INSTITUTE | ||||||||||||||
| 1100 HEALTH 2 | HOUSTON | TX | 77204 | N/A | PUBLIC | GENERAL FUND | $16,000 | 4849 CALHOUN ROAD | ||||||
| WE ARE FAMILY | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $15,000 | PO BOX 23526 | HONG KONG | HONG KONG | HK | WANCHAI POST OFFICE | ||||||
| SOLSTICE INSTITUTE | ||||||||||||||
| 2785 CRUSE RD NW | LAWRENCEVILLE | GA | 30043 | N/A | PUBLIC | GENERAL FUND | $15,000 | SUITE9 - 4404 | ||||||
| ANIMAL CHARITY EVALUATORS | ||||||||||||||
| PO BOX 56037 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $253,000 | |||||||
| HUMANE AMERICA ANIMAL FOUNDATION | ||||||||||||||
| 310 N INDIAN HILL BLVD | CLAREMONT | CA | 91711 | N/A | PUBLIC | GENERAL FUND | $120,000 | SUITE 800 | ||||||
| PROVEG | ||||||||||||||
| 6 EAST LAFAYETTE AVE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL FUND | $112,000 | |||||||
| AUM FILMS & MEDIA | ||||||||||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $107,000 | SUITE 400 | ||||||
| PHYSICIANS COMMITTEE FOR RESP MED | ||||||||||||||
| PO BOX 26029 | WASHINGTON | DC | 20001 | 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 | NO 4D | ||||||
| THE HUMANE LEAGUE | ||||||||||||||
| 952 SCHOOL ST | NAPA | CA | 94559 | N/A | PUBLIC | GENERAL FUND | $100,000 | SUITE 175 | ||||||
| BALANCED | ||||||||||||||
| 1620 L STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL FUND | $100,000 | SUITE 630 | ||||||
| ANIMAL THINK TANK VIA VEGFUND | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $100,000 | GENTHINER STRABE 48 | BERLIN | BERLIN | GM | 10785 | ||||||
| MERCY FOR ANIMALS | ||||||||||||||
| 7381 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | N/A | PUBLIC | GENERAL FUND | $100,000 | SUITE 45332 | ||||||
| STOP ANIMAL EXPLOITATION NOW | ||||||||||||||
| PO BOX 4120 | PORTLANT | OR | 97280 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||||
| THE BETTER FOOD FOUNDATION | ||||||||||||||
| 153 E 87TH ST | NEW YORK | NY | 10128 | N/A | PUBLIC | GENERAL FUND | $60,000 | APT 3A | ||||||
| ANIMAL DEFENSE PARTNERSHIP | ||||||||||||||
| 923 SAW MILL RIVER ROAD | ARDSLEY | NY | 10502 | N/A | PUBLIC | GENERAL FUND | $50,000 | SUITE 242 | ||||||
| RESCUE FOUNDATION | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | PLOT NO39 FATIMADEVI RD | KANDIVALI | MUMBAI | IN | |||||||
| FOOD EMPOWERMENT PROJECT | ||||||||||||||
| 255 CANYON BLVD | BOULDER | CO | 80302 | N/A | PUBLIC | GENERAL FUND | $50,000 | SUITE 200 | ||||||
| FACTORY FARMING AWARENESS COALITION | ||||||||||||||
| 1100 JEFFERSON ROAD | ROCHESTER | NY | 14623 | N/A | PUBLIC | GENERAL FUND | $50,000 | SUITE 12 | ||||||
| LA FARM ANIMAL SAVE | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $40,009 | PARKDALE DUNHAM ROAD | ALTRINCHAM | ALTRINCHAM | UK | 144QG | ||||||
| PLANT DINING PARTNERSHIPS | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $40,000 | HARBOUR GATE UNIT 3082 | MANAMA | MANAMA | BA | 3RD FLOOR | ||||||
| BEIRUT VEGAN SUPPORT CENTER | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $30,000 | DONALD WATSON HOUSE | BIRMINGHAM | UK | 34-35 LUDGATE HILL | B3 1EH | ||||||
| MATERIAL INNOVATION INITIATIVE | ||||||||||||||
| PO BOX 96503 | WASHINGTON | DC | 20090 | N/A | PUBLIC | GENERAL FUND | $30,000 | SUITE 21885 | ||||||
| ONE PROTEST | ||||||||||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | N/A | PUBLIC | GENERAL FUND | $30,000 | |||||||
| NEXUS GLOBAL YOUTH SUMMIT VIA | ||||||||||||||
| 1050 UNIVERSITY AVE | SAN DIEGO | CA | 92103 | N/A | PUBLIC | GENERAL FUND | $25,000 | STE E107 84 | ||||||
| REDUCETARIAN FOUNDATION | ||||||||||||||
| 1569 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PUBLIC | GENERAL FUND | $25,000 | SUITE 518 | ||||||
| SUPRSEED INC DBA SUPRMARKET | ||||||||||||||
| POST OFFICE BOAX 6476 | OLYMPIA | WA | 98507 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||||
| NONHUMAN RIGHTS PROJECT | ||||||||||||||
| 718 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||||
| PUBLIC JUSTICE | ||||||||||||||
| 1451 ROCKVILLE PIKE | ROCKVILLE | MD | 20852 | N/A | PUBLIC | GENERAL FUND | $25,000 | SUITE 600 | ||||||
| JANEUNCHAINED NEWS NETWORK | ||||||||||||||
| 900 N LA BREA AVE | LOS ANGELES | CA | 90302 | N/A | PUBLIC | GENERAL FUND | $25,000 | SUITE 56 | ||||||
| ENCOMPASS | ||||||||||||||
| 5195 NW 112TH TERRACE | CORAL SPRINGS | FL | 33076 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||||
| VEGVOYAGES FOUNDATION | ||||||||||||||
| 4500 WILLIAMS DRIVE | GEORGETOWN | TX | 78633 | N/A | PUBLIC | GENERAL FUND | $20,000 | SUITE 212 | ||||||
| AFRO VEGAN SOCIETY | ||||||||||||||
| 5757 W CENTURY BLVD | LOS ANGELSE | CA | 90045 | N/A | PUBLIC | GENERAL FUND | $20,000 | SUITE 410 | ||||||
| RETHINK YOUR FOOD | ||||||||||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||||
| OUR HEN HOUSE | ||||||||||||||
| 164 CHELSEA ST PO BOX 96 | SOUTH ROYALTON | VT | 05068 | N/A | PUBLIC | GENERAL FUND | $15,000 | |||||||
| IN THE FAMILY WAY | ||||||||||||||
| PO BOX 9055 | SANTA FE | NM | 87504 | N/A | PUBLIC | GENERAL FUND | $10,000 | |||||||
| SPEAK OUT FOR ANIMALS WILDLIFE LAW | ||||||||||||||
| 2358 SW VERMONT ST | PORTLAND | OR | 97239 | N/A | PUBLIC | GENERAL FUND | $5,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,070,868 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $439,070 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,538,931 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MS 026607 - OTHER LOSS | 14 | -$109,082 |
| MS 011803 - OTHER LOSS | 14 | -$30,366 |
| MS 114274 - OTHER LOSS | 14 | -$253 |
| MS 022039 - OTHER LOSS | 14 | |
| PARTNERSHIP INCOME (LOSS) | 14 | $2,564,354 |
| OTHER BOOK INCOME | 14 | $29,854 |
| OTHER BOOK LOSSES | 14 | -$89 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,432,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,432,419 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| JAMES R GREENBAUM JR | ||||||||
| 1 | 8424 SANTA MONICA BLVD | A-806 | WEST HOLLYWOOD | CA | 90069 | $3,722,392 | Yes (X) | Yes (X) |
| LOIS Q WHITMAN | ||||||||
| 2 | CHASE MANHATTAN PLAZA | NEW YORK | NY | 10005 | $24,000 | Yes (X) | ||
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 42,618 SHS OF PLTR | $1,544,050 | 2021-01-25 |
| 1 | 38,475 SHS OF PLTR | $1,013,432 | 2021-08-31 |
| 1 | 37,000 SHS OF PLTR | $1,014,910 | 2021-09-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $18,750 | Amt |
| Net Investment Income | $18,750 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,496,990 | EOYBookValueAmt |
| EOYFMV | $1,496,990 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $40,850,037 | EOYBookValueAmt |
| EOYFMV | $40,850,037 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,599 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,599 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS AND CORPORATIONS | FMV | $3,015,831 | $3,015,831 |
| MANAGED FUTURES | FMV | $8,077,475 | $8,077,475 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| EOY Book Value | $20,884 | EOYBookValueAmt |
| EOYFMV | $20,884 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MS 026607 - OTHER LOSS | -$109,082 | -$109,082 |
| MS 011803 - OTHER LOSS | -$30,366 | -$30,366 |
| MS 114274 - OTHER LOSS | -$253 | -$253 |
| PARTNERSHIP INCOME (LOSS) | $2,564,354 | $2,564,354 |
| OTHER BOOK INCOME | $29,854 | |
| OTHER BOOK LOSSES | -$89 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $1,143,222 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CONTRACTOR EXPENSE | $128,617 |
| OTHER PROFESSIONAL FEES | $20,652 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,375 | $2,375 |
| CA TAXES | $225 | |
| FEDERAL TAXES PAID | $40,000 | |
| OTHER TAXES | $400 |
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