GREENMAN FAMILY CHARITABLEFOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GREENMAN FAMILY CHARITABLEFOUNDATION (EIN 20-5926652)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349101403
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T07:09:16-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL WERBEL CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 DUPONT ST STE 208AddressLine1Txt
CityPLAINVIEWCityNm
State AbbreviationNYStateAbbreviationCd
ZIP118031606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205926652EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREENMAN FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone6314227367PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 WAMPUM LANEAddressLine1Txt
CityWEST ISLIPCityNm
State AbbreviationNYStateAbbreviationCd
ZIP117955211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY S HEILPERNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6314227367PhoneNum
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL WERBELPreparerPersonNm
PTINP00108392PTIN
Phone5165767033PhoneNum
Preparation2018-05-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,042,193FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$541,638ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,560InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,560InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,560InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$30,957DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,957DividendsNetInvstIncmAmt
Dividends Adj Net Incm$30,957DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$7,728CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,245NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$578,155TotalRevAndExpnssAmt
Total Net Invst Incm$44,245TotalNetInvstIncmAmt
Total Adj Net Incm$37,762TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$900AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$900AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$14,114OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,114OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$14,114OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$15,014TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,014TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$15,014TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,564TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,014TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$15,014TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$534,591ExcessRevenueOverExpensesAmt
Net Investment Income$29,231NetInvestmentIncomeAmt
Adjusted Net Income$22,748AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$340,564SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,042,193SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,042,193SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,504PrepaidExpensesBOYAmt
Corporate Bonds BOY$71,507CorporateBondsBOYAmt
Other Investments BOY$100,800OtherInvestmentsBOYAmt
Total Assets BOY$514,375TotalAssetsBOYAmt
Total Assets EOY$1,042,193TotalAssetsEOYAmt
Total Assets EOYFMV$1,042,193TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$514,375UnrestrictedBOYAmt
Unrestricted EOY$1,042,193UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$514,375TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,042,193TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$514,375TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,042,193TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$514,375TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$534,591ExcessRevenueOverExpensesAmt
Subtotal$1,048,966SubtotalAmt
Other Decreases$6,773OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,042,193TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Suntrust Bank ac# 7924839P2017-02-062017-10-16$47,751$0$46,506$1,245$0$0$0$1,245
Suntrust Bank ac# 7924839P2012-09-042017-10-16$30,387$0$26,366$4,021$0$0$0$4,021
Suntrust Bank ac# 7924839P2011-02-222017-10-16$8,570$0$6,108$2,462$0$0$0$2,462
FieldValueIRS element (for citing)
Capital Gain Net Income$7,728CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,245NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Distribution Yr10.000000DistributionYr1Rt
Distribution Yr20.000000DistributionYr2Rt
Distribution Yr30.000000DistributionYr3Rt
Distribution Yr40.000000DistributionYr4Rt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Investment Income Pct$292NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$292AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$585InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$585SubtotalAmt
Tax Based On Investment Income$585TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Tax Due$603TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARY S HEILPERNIndividualWithBooksNm
Phone6314227367PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1161 WAMPUM RDAddressLine1Txt
CityWEST ISLIPCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11795ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUZY HEILPERN
161 WAMPUM LANEWEST ISLIPNY11795TRUSTEE5.00$0$0$0
STEVEN GREENMAN
6975 SE HARBOR CIRCLESTUARTFL34996TRUSTEE5.00$0$0$0
PETER GREENMAN
218 WEST NICKLAUS AVEKALISPELLMT59901TRUSTEE2.00$0$0$0
JOE GREENMAN
90 SHORE DRBABYLONNY11702TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$585TaxBasedOnInvestmentIncomeAmt
Total Tax$585TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income CY$0UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOSPICE CARE NETWORK
99 SUNNYSIDE BLVDWOODBURYNY11797501C3SOCIAL IMPROVEMENT$10,350
THE MORGAN CENTER
PO BOX333BRIGHTWATERSNY11718501C3SOCIAL IMPROVEMENT$5,000
THE FEAL GOOD FOUNDATION
144 SHENANDOAH BLVDNESCONSETNY11767501C3SOCIAL IMPROVEMENT$1,000
GOOD SAM HOSPITAL GUILD PEDIATRIC WING
1000 MONTAUK HWYWEST ISLIPNY11795501C3SOCIAL IMPROVEMENT$250
NORTHWELL HEALTH FOUNDATION
2000 MARCUS BLVDNEW HYDE PARKNY11042501C3SOCIAL IMPROVEMENT$250
AMERICAN CANCER SOCIETY
PO BOX 910NEW YORKNY10101501C3SOCIAL IMPROVEMENT$1,500
YMCA BOULTON CENTER
200 WEST MAIN STBAY SHORENY11706501C3SOCIAL IMPROVEMENT$2,950
MONDAYS AT RACINE
341 MAIN STISLIPNY11751501C3SOCIAL IMPROVEMENT$1,000
MOLLY'S HOUSE
430 SE OSCEOLA STREETSTUARTFL34994501C3SOCIAL IMPROVEMENT$2,000
AMERICAN HEART ASSOCIATION
125 E BETHPAGE RDPLAINVIEWNY11803501C3SOCIAL IMPROVEMENT$250
BREAST CANCER RESEARCH FUND
60 E 56TH STNEW YORKNY10022501C3SOCIAL IMPROVEMENT$2,000
COMM FND OF THE LOW COUNTRY
PO BOX 23019HILTON HEAD ISLSC29925501C3SOCIAL IMPROVEMENT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$5,560ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$30,957ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,517ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,517TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryM WERBEL CPA TAX/ACCTGCategoryTxt
Amt$900Amt
Net Investment Income$900NetInvestmentIncomeAmt
Adjusted Net Income$900AdjustedNetIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$6,773Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT FEES$13,821$13,821$13,821
OFFICE EXPS$293$293$293

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