THE GREENBAUM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENBAUM FOUNDATION (EIN 87-6217358)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202123179349100002
- Schema version
- 2020v4.0
- 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 Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T06:24:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-12 | 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 | 2021-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $55,484,224 | 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 | $10,066,980 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $432,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $423,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,595,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,878,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,595,251 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $310,993 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,239 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,405,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,011,832 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $29,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,250 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $124,615 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $121,040 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $805 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $274,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,829,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,829,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,104,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,829,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,300,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,992,777 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $539,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,530,317 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,530,317 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $47,903 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,245 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $35,245 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $34,900,296 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,331,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,331,409 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,396,553 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,188,339 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,188,339 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,434,915 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,398,914 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,398,914 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $47,318,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,484,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,484,224 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,318,734 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,484,224 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,318,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,484,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,318,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,484,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,318,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,300,986 | ExcessRevenueOverExpensesAmt |
| Subtotal | $61,619,720 | SubtotalAmt |
| Other Decreases | $6,135,496 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,484,224 | 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 | $1,059,048 | $1,155,786 | -$96,738 | -$96,738 |
| PUBLICLY TRADED SECURITIES | P | $20,819,869 | $13,127,880 | $7,691,989 | $7,691,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,595,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $111,100 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $111,100 | SubtotalAmt |
| Tax Based On Investment Income | $111,100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136,359 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $176,359 | TotalPaymentsAndCreditsAmt |
| Overpayment | $65,259 | OverpaymentAmt |
| Applied To ES Tax | $65,259 | 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 | $37,931,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,756,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,687,834 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $51,687,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $775,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,912,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,545,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,545,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111,100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111,100 | TotalTaxAmt |
| Distributable Before Adj | $2,434,526 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,434,526 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,434,526 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,829,840 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,829,840 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,829,840 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,434,526 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $969,930 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,671,970 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,214,713 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,662,674 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,846,071 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,365,358 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,829,840 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,434,526 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,395,314 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,760,672 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $969,930 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,790,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,671,970 | ExcessFromYear4Amt |
| Excess From Year3 | $1,214,713 | ExcessFromYear3Amt |
| Excess From Year2 | $1,662,674 | ExcessFromYear2Amt |
| Excess From Year1 | $1,846,071 | ExcessFromYear1Amt |
| Excess From Current Year | $1,395,314 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt | 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 | |||||||
| VERMOUNT LAW SCHOOL | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $159,340 | EQUIVALENCY DETERMINATION | EQUIV DETERM ON FILE | EQUIV. DETERM. ON | TO | |||||||
| CDP | ||||||||||||||
| PO BOX 348 | BERKELEY | CA | 94701 | N/A | PUBLIC | GENERAL FUND | $140,000 | |||||||
| COMPASSION IN WORLD FARMING | ||||||||||||||
| PO BOX 60042 | WASHINGTON | DC | 200390042 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||||
| CREATIVE VISIONS FOUNDATION | ||||||||||||||
| 1350 14TH AVE 4 | GRAFTON | WI | 53024 | 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 | ||||||
| FREE TO THRIVE | ||||||||||||||
| 127 WEST 26TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL FUND | $100,000 | SUITE 300 | ||||||
| LIBERTY ASIA | ||||||||||||||
| 708 THIRD AVE STE 1820 | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||||
| WE ARE FAMILY | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $100,000 | PO BOX 23526 | HONG KONG | HONG KONG | HK | WANCHAI POST OFFICE | ||||||
| BLACK WOMEN FOR WELLNESS | ||||||||||||||
| PO BOX 6432 | CHESTERFIELD | MO | 63006 | N/A | PUBLIC | GENERAL FUND | $75,000 | |||||||
| AMERICAN COLLEGE OF LIFESTYLE MED | ||||||||||||||
| 2004 RADIANCE CIRCLE | FAIRFIELD | IA | 52556 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||||
| IN OUR BACKYARD | ||||||||||||||
| 125 EAST TRINITY PLACE | DECATUR | GA | 30030 | N/A | PUBLIC | GENERAL FUND | $50,000 | SUITE 206 | ||||||
| SOLSTICE INSTITUTE | ||||||||||||||
| 2785 CRUSE RD NW | LAWRENCEVILLE | GA | 30043 | N/A | PUBLIC | GENERAL FUND | $50,000 | SUITE9 - 4404 | ||||||
| NEXUS GLOBAL YOUTH SUMMIT VIA | ||||||||||||||
| 1050 UNIVERSITY AVE | SAN DIEGO | CA | 92103 | N/A | PUBLIC | GENERAL FUND | $40,000 | STE E107 84 | ||||||
| ADVANCEMENT FOR RURAL KIDS | ||||||||||||||
| PO BOX 6105 | SANTA ROSA | CA | 95406 | N/A | PUBLIC | GENERAL FUND | $35,000 | |||||||
| WOMEN'S CRISIS CARE INTERNATIONAL | ||||||||||||||
| PO BOX 7322 | COTATI | CA | 94931 | N/A | PUBLIC | GENERAL FUND | $35,000 | |||||||
| AFRICA COLLEGE FUND | ||||||||||||||
| 8424 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | N/A | PUBLIC | GENERAL FUND | $30,000 | SUITE A-806 | ||||||
| GENERATION PLEDGE VIA CENTRE | ||||||||||||||
| 221 NORTH HOGAN STREET | JACKSONVILLE | FL | 32202 | N/A | PUBLIC | GENERAL FUND | $30,000 | 312 | ||||||
| SOCIETY VEGETARIAN BRAZIL VIA ACE | ||||||||||||||
| 1380 MONROE ST NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $25,000 | 229 | ||||||
| THE GREENFIELD PROJECT | ||||||||||||||
| PO BOX 669 | REDMOND | OR | 97756 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||||
| TOSTAN | ||||||||||||||
| 4712 ADMIRALTY WAY | MARINA DEL REY | CA | 90292 | N/A | PUBLIC | GENERAL FUND | $25,000 | NO949 | ||||||
| VOICE OF THE FREEDOM FOR ALL | ||||||||||||||
| 5655 SILVER CREEK VALLEY | SAN JOSE | CA | 95138 | N/A | PUBLIC | GENERAL FUND | $20,000 | RD 211 | ||||||
| ETHICAL CHOICES PROGRAM | ||||||||||||||
| 4340 11TH AVE 2ND FLOOR | LOS ANGELES | CA | 90008 | N/A | PUBLIC | GENERAL FUND | $12,000 | |||||||
| LA CONSCIENCE | ||||||||||||||
| 18820 PACIFIC COAST HWY | MALIBU | CA | 90265 | N/A | PUBLIC | GENERAL FUND | $10,000 | SUITE 201 | ||||||
| NONHUMAN RIGHTS PROJECT | ||||||||||||||
| 718 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL FUND | $250,000 | |||||||
| ONE PROTEST | ||||||||||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | N/A | PUBLIC | GENERAL FUND | $168,500 | |||||||
| BALANCED | ||||||||||||||
| 1620 L STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL FUND | $150,000 | SUITE 630 | ||||||
| FARM FORWARD | ||||||||||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $150,000 | SUITE 400 | ||||||
| ANIMAL THINK TANK VIA VEGFUND | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $108,000 | GENTHINER STRABE 48 | BERLIN | BERLIN | GM | 10785 | ||||||
| GOOD FOOD INSTITUTE | ||||||||||||||
| 1081-B STATE ROUTE 28 | MILFORD | OH | 45150 | N/A | PUBLIC | GENERAL FUND | $100,000 | 280 | ||||||
| AUM FILMS & MEDIA | ||||||||||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $100,000 | SUITE 400 | ||||||
| PHYSICIANS COMMITTEE FOR RESP MED | ||||||||||||||
| PO BOX 26029 | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||||
| WHITE COAT WASTE PROJECT | ||||||||||||||
| 8033 SUNSET BLVD | LOS ANGELES | CA | 90046 | N/A | PUBLIC | GENERAL FUND | $100,000 | SUITE 864 | ||||||
| PHYSICIANS ASSOCIATION FOR NUTRITIO | ||||||||||||||
| VILLAGE STATION | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL FUND | $100,000 | PO BOX 536 | ||||||
| THE BETTER FOOD FOUNDATION | ||||||||||||||
| 153 E 87TH ST | NEW YORK | NY | 10128 | N/A | PUBLIC | GENERAL FUND | $100,000 | APT 3A | ||||||
| BEYOND CARNISM INC | ||||||||||||||
| 216 EAST 83RD STREET | NEW YORK | NY | 10028 | N/A | PUBLIC | GENERAL FUND | $75,000 | NO 4D | ||||||
| LA RAZA PARA LIBERACION | ||||||||||||||
| 7111 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90046 | N/A | PUBLIC | GENERAL FUND | $50,000 | SUITE B-442 | ||||||
| REDUCETARIAN FOUNDATION | ||||||||||||||
| 1569 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PUBLIC | GENERAL FUND | $50,000 | SUITE 518 | ||||||
| SUPRSEED INC DBA SUPRMARKET | ||||||||||||||
| POST OFFICE BOAX 6476 | OLYMPIA | WA | 98507 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||||
| AFRO VEGAN SOCIETY | ||||||||||||||
| 5757 W CENTURY BLVD | LOS ANGELSE | CA | 90045 | N/A | PUBLIC | GENERAL FUND | $50,000 | SUITE 410 | ||||||
| LA FARM ANIMAL SAVE | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | PARKDALE DUNHAM ROAD | ALTRINCHAM | ALTRINCHAM | UK | 144QG | ||||||
| OUR HEN HOUSE | ||||||||||||||
| 164 CHELSEA ST PO BOX 96 | SOUTH ROYALTON | VT | 05068 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||||
| PLANT DINING PARTNERSHIPS | ||||||||||||||
| N/A | PUBLIC | GENERAL FUND | $45,000 | HARBOUR GATE UNIT 3082 | MANAMA | MANAMA | BA | 3RD FLOOR | ||||||
| ANIMAL CHARITY EVALUATORS | ||||||||||||||
| PO BOX 56037 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $40,000 | |||||||
| MATERIAL INNOVATION INITIATIVE | ||||||||||||||
| PO BOX 96503 | WASHINGTON | DC | 20090 | N/A | PUBLIC | GENERAL FUND | $40,000 | SUITE 21885 | ||||||
| SWITCH4GOOD | ||||||||||||||
| 23823 MALIBU ROAD | MALIBU | CA | 90265 | N/A | PUBLIC | GENERAL FUND | $37,500 | SUITE 50 BX 342 | ||||||
| THE HUMANE LEAGUE | ||||||||||||||
| 952 SCHOOL ST | NAPA | CA | 94559 | N/A | PUBLIC | GENERAL FUND | $30,000 | SUITE 175 | ||||||
| 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 | |||||||
| MERCY FOR ANIMALS | ||||||||||||||
| 7381 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | N/A | PUBLIC | GENERAL FUND | $25,000 | SUITE 45332 | ||||||
| PROVEG | ||||||||||||||
| 6 EAST LAFAYETTE AVE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||||
| STOP ANIMAL EXPLOITATION NOW | ||||||||||||||
| PO BOX 4120 | PORTLANT | OR | 97280 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||||
| FOOD EMPOWERMENT PROJECT | ||||||||||||||
| 255 CANYON BLVD | BOULDER | CO | 80302 | N/A | PUBLIC | GENERAL FUND | $15,000 | SUITE 200 | ||||||
| RETHINK YOUR FOOD | ||||||||||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $15,000 | |||||||
| FACTORY FARMING AWARENESS COALITION | ||||||||||||||
| 1100 JEFFERSON ROAD | ROCHESTER | NY | 14623 | N/A | PUBLIC | GENERAL FUND | $12,000 | SUITE 12 | ||||||
| PUBLIC JUSTICE | ||||||||||||||
| 1451 ROCKVILLE PIKE | ROCKVILLE | MD | 20852 | N/A | PUBLIC | GENERAL FUND | $10,000 | SUITE 600 | ||||||
| FAUNALYTICS | ||||||||||||||
| 12717 W SUNRISE BLVD | SUNRISE | FL | 33323 | N/A | PUBLIC | GENERAL FUND | $7,500 | SUITE 131 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,829,840 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $432,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,595,251 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MS 026607 - OTHER LOSS | 14 | -$68,718 |
| MS 011803 - OTHER LOSS | 14 | -$41,840 |
| MS 114274 - OTHER LOSS | 14 | -$199 |
| MS 022039 - OTHER LOSS | 14 | -$2 |
| PARTNERSHIP INCOME (LOSS) | 14 | $103,520 |
| OTHER BOOK INCOME | 14 | $319,515 |
| OTHER BOOK LOSSES | 14 | -$1,283 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,338,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,338,686 | 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 | JAMES R GREENBAUM 2012 JR TR UA | BusinessNameLine1Txt |
| Business Name Line2 | DTD 12/20/2012 | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD | AddressLine1Txt |
| Address Line2 | A-806 | AddressLine2Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,066,980 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (30 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHS COSTCO WHOLESALE CORP | $288,410 | 2020-03-27 |
| 1 | 1250 SHS OF HONEYWELL INTL INC | $164,594 | 2020-03-27 |
| 1 | 1149 SHS OF ORACLE GROUP | $57,542 | 2020-03-27 |
| 1 | 4500 SHS OF HEALTH CARE SELECT S | $385,898 | 2020-03-27 |
| 1 | 522 SHS OF NEXTERA ENERGY INC | $121,026 | 2020-03-27 |
| 1 | 149 SHS OF ALPHABET INC | $168,115 | 2020-03-27 |
| 1 | 1350 SHS OF STRYKER CORP | $214,522 | 2020-03-27 |
| 1 | 1600 SHS OF UNITED HEALTH GP INC | $391,872 | 2020-03-27 |
| 1 | 3300 SHS OF MICROSOFT CORPORATIO | $501,749 | 2020-03-27 |
| 1 | 5235 SHS OF WALT DISNEY CO | $515,726 | 2020-03-27 |
| 1 | 10440 SHS OF ISHARES S&P MID-CAP | $1,140,257 | 2020-03-27 |
| 1 | 1350 SHS OF VISA INC | $219,544 | 2020-03-27 |
| 1 | 18900 SHS OF COMCAST CORP | $663,390 | 2020-03-27 |
| 1 | 1250 SHS OF FACEBOOK INC | $196,775 | 2020-03-27 |
| 1 | 400 SHS OF CLOROX CO | $69,188 | 2020-03-27 |
| 1 | 1150 SHS OF THERMO FISHER SCIEN | $319,280 | 2020-03-27 |
| 1 | 6020 SHS OF INTEL CORPORATION | $321,167 | 2020-03-27 |
| 1 | 20 SHS OF AMAZON | $38,397 | 2020-03-27 |
| 1 | 380 SHS OF BLACK ROCK INC | $165,414 | 2020-03-27 |
| 1 | 8330 SHS OF ISHARES S&P MID-CAP | $1,462,207 | 2020-03-27 |
| 1 | 1156 SHS OF HOME DEPOT INC | $221,305 | 2020-03-27 |
| 1 | 1500 SHS OF APPLE INC | $377,190 | 2020-03-27 |
| 1 | 300 SHS OF LOCKHEED MARTIN CORP | $105,015 | 2020-03-27 |
| 1 | 1220 SHS OF KIMBERLY CLARK CORP | $153,372 | 2020-03-27 |
| 1 | 9700 SHS OF MARSH & MCLENNAN COS | $828,671 | 2020-03-27 |
| 1 | 1250 SHS OF AMERICAN TOWER CORP | $271,106 | 2020-03-27 |
| 1 | 1500 SHS OF PAYPAL HLDGS INC COM | $142,628 | 2020-03-27 |
| 1 | 2610 SHS OF JPMORGAN CHASE & CO | $241,934 | 2020-03-27 |
| 1 | 536 SHS OF FIDELITY NATL | $64,666 | 2020-03-27 |
| 1 | 2000 SHS OF VANGUARD FTSE DEV | $256,020 | 2020-03-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $29,185 | Amt |
| Net Investment Income | $18,250 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,188,339 | EOYBookValueAmt |
| EOYFMV | $1,188,339 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $28,331,409 | EOYBookValueAmt |
| EOYFMV | $28,331,409 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $35,245 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $35,245 | 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 | $3,098,914 | $3,098,914 |
| MANAGED FUTURES | FMV | $8,300,000 | $8,300,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $6,135,496 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MS 026607 - OTHER LOSS | -$68,718 | -$68,718 |
| MS 011803 - OTHER LOSS | -$41,840 | -$41,840 |
| MS 114274 - OTHER LOSS | -$199 | -$199 |
| MS 022039 - OTHER LOSS | -$2 | -$2 |
| PARTNERSHIP INCOME (LOSS) | $103,520 | $103,520 |
| OTHER BOOK INCOME | $319,515 | |
| OTHER BOOK LOSSES | -$1,283 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACTOR EXPENSE | CategoryTxt |
| Amt | $124,615 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $805 | $805 |
| CA TAXES | $235 | |
| FEDERAL TAXES PAID | $120,000 |
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