THE GREENBAUM FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENBAUM FOUNDATION (EIN 87-6217358)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349101359
- Schema version
- 2016v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T11:33:50-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 275 SCIENTIFIC DRIVE STE 2500 | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 8587598835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD NO 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 | PRESIDENT | PersonTitleTxt |
| Phone | 8587598835 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREY K BELL | PreparerPersonNm |
| PTIN | P01058822 | PTIN |
| Phone | 7702460793 | PhoneNum |
| Preparation | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.193.74.246 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 14:00:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C4A8C19C62266D53E1BCFEE3240B4069C8E1327E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1BF824C7CA6B522C650C48448150D609868BB648 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,314,571 | 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 | $592,583 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $434,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $423,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,617,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,091,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,142,717 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $164 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$278,358 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,645,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,287,834 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,777 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,777 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,944 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,485,381 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,485,381 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,536,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,485,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,262,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,682,937 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,152,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,152,767 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $109,512 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $92,181 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $92,181 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,126,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,468,921 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,468,921 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $633,773 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $909,946 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $909,946 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,503,989 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,690,756 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,690,756 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,081,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,314,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,314,571 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $615,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $615,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $36,466,379 | UnrestrictedBOYAmt |
| Unrestricted EOY | $37,314,571 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,466,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,314,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,081,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,314,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,466,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $739,000 | OtherIncreasesAmt |
| Subtotal | $37,314,571 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,314,571 | 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 | PropertyDesc |
| Gross Sales Price | $10,091,893 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,949,176 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,142,717 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,142,717 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,142,717 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,779,579 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,449,147 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074223 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,609,548 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,332,149 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073858 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,160,505 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,723,783 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070320 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,015,478 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,912,354 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069710 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,997,893 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,454,867 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067829 | DistributionYr5Rt |
| Total Distribution | 0.355940 | TotalDistributionRt |
| Average Distribution | 0.071188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,520,788 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,599,842 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,628 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,612,470 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,485,381 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,752 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,752 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $19,124 | OverpaymentAmt |
| Applied To ES Tax | $19,124 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GREENBAUMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES R GREENBAUM JR | IndividualWithBooksNm |
| Phone | 8587598835 | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,624,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,452,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,076,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,076,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $556,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,520,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,826,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,826,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,628 | TotalTaxAmt |
| Distributable Before Adj | $1,813,411 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,813,411 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,813,411 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,485,381 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,485,381 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,628 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,472,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,813,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $536,126 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $587,046 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $704,926 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $889,751 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $969,930 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,687,779 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,485,381 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,813,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,671,970 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,359,749 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $536,126 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,823,623 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $587,046 | ExcessFromYear4Amt |
| Excess From Year3 | $704,926 | ExcessFromYear3Amt |
| Excess From Year2 | $889,751 | ExcessFromYear2Amt |
| Excess From Year1 | $969,930 | ExcessFromYear1Amt |
| Excess From Current Year | $1,671,970 | 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 (62 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 | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOSTAN | ||||||||||||
| PO BOX 51987 | WASHINGTON | DC | 20091 | N/A | PUBLIC | GENERAL FUND - 2016 GRANT MADE TO TOSTAN RELATING TO PRIOR YEAR MULTI-YEAR COMMITTMENT | $500,000 | |||||
| TOSTAN | ||||||||||||
| PO BOX 51987 | WASHINGTON | DC | 20091 | N/A | PUBLIC | GENERAL FUND | $175,000 | |||||
| LA CONSCIENCE | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $174,143 | EQUIVALENCY DETERMINATION | ON FILE | TO | ||||||
| SHINING HOPE FOR COMMUNITIES | ||||||||||||
| 175 VARICK ST 6TH FLOOR | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| SHARE (ASIA PACIFIC) LTD | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $100,000 | PO BOX 23526 | WAN CHAI POST OFFICE | HK | ||||||
| FREEDOM FOR ALL INC | ||||||||||||
| PO BOX 536 | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | ||||||||||||
| 5100 WISCONSIN AVE NW SUITE 400 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND - 2016 GRANT MADE TO PCRM RELATING TO PRIOR YEAR MULTI-YEAR COMMITTMENT | $100,000 | |||||
| THE FREEDOM FUND (TRANSPARENTEM) | ||||||||||||
| 33 IRVING PLACE | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL FUND | $90,000 | |||||
| THE GIVING BACK FUND (NEXUS GLOBAL YOUTH SUMMIT) | ||||||||||||
| 5757 W CENTURY BLVD SUITE 410 | LOS ANGELES | CA | 90045 | N/A | PUBLIC | GENERAL FUND | $75,000 | |||||
| THE STRONGHEART GROUP | ||||||||||||
| 1410 LAKEWAY DR | AUSTIN | TX | 78734 | N/A | PUBLIC | GENERAL FUND | $52,500 | |||||
| YOUNG 1OVE FOUNDATION | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | PLOT 6789 EXTENSION 21 | GABORONE | BC | ||||||
| RISE UP INC | ||||||||||||
| 6825 HWY 10 | TAHLEQUAH | OK | 74464 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| RESCUE FOUNDATION | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | PLOT NO 39 FATIMADEVI RD POISUR | MUMBAI | IN | KANDIVALI W | |||||
| POLARIS PROJECT | ||||||||||||
| PO BOX 53315 | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| LAST MILE HEALTH | ||||||||||||
| PO BOX 130122 | BOSTON | MA | 02113 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| JUSTICE RAPID RESPONSE | ||||||||||||
| 205 EAST 42ND ST 20TH FLOOR | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| EDWARD CHARLES FOUNDATION (THE HELENA FOUNDATION) | ||||||||||||
| 269 S BEVERLY DR 338 | BEVERLY HILLS | CA | 90212 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| CRITICALINK | ||||||||||||
| 1706 S ST NW UNIT 1 | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| INTERNATIONAL CIVIL SOCIETY ACTION NETWORK | ||||||||||||
| 1775 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL FUND | $50,000 | 524 | ||||
| NO MEANS NO WORLDWIDE | ||||||||||||
| 921 FRONT ST 204 | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| HUMANE AFRICA | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $45,000 | EQUIVALENCY DETERMINATION | ON FILE | UG | ||||||
| TRUCKERS AGAINST TRAFFICKING | ||||||||||||
| PO BOX 816 | ENGLEWOOD | CO | 80151 | N/A | PUBLIC | GENERAL FUND | $44,808 | |||||
| WHOLE CHILD INTL | ||||||||||||
| 610 SANTA MONICA BOULEVARD 215 | SANTA MONICA | CA | 90401 | N/A | PUBLIC | GENERAL FUND | $40,000 | |||||
| WOMEN MOVING MILLIONS INC | ||||||||||||
| 19 FULTON STREET SUITE 301 | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| THORN | ||||||||||||
| 200 PARK AVENUE SOUTH 8TH FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| THE END FUND | ||||||||||||
| 33 IRVING PLACE 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| SOLSTICE INSTITUTE (STOP TRAFFICKING AND OPPRESSION OF WOMEN AND CHILDREN) | ||||||||||||
| 255 CANYON BLVD SUITE 200 | BOULDER | CO | 80302 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||
| CRISIS ACTION | ||||||||||||
| 708 THIRD AVENUE SUITE 1820 | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||
| BEAGLE FREEDOM PROJECT | ||||||||||||
| 4804 LAUREL CANYON BLVD 534 | VALLEY VILLAGE | CA | 91607 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | ||||||||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||
| CLINTON GLOBAL INITIATIVE | ||||||||||||
| 1271 AVENUE OF THE AMERICAS 42ND | NEW YORK | NY | 10020 | N/A | PUBLIC | GENERAL FUND | $19,000 | FLOOR | ||||
| REFUGE POINT | ||||||||||||
| 689 MASSACHUSETTS AVENUE 2ND FLOOR | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | GENERAL FUND | $10,000 | |||||
| LANDESA | ||||||||||||
| 1424 4TH AVE SUITE 300 | SEATTLE | WA | 98101 | N/A | PUBLIC | GENERAL FUND | $10,000 | |||||
| THE ANGLO AMERICAN CHARITABLE (ORCHID PROJECT) | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $10,000 | 10 NORWICH STREET | LONDON | UK | ||||||
| D REV DESIGN REVOLUTION | ||||||||||||
| 695 MINNESOTA ST | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC | GENERAL FUND | $10,000 | |||||
| ALTRUISM IN MEDICINE | ||||||||||||
| 2524 E CHOLLA ST | PHOENIX | AZ | 85028 | N/A | PUBLIC | GENERAL FUND | $10,000 | |||||
| AIRLINK | ||||||||||||
| 1023 15TH ST NW STE 1100 | WASHINGTON | DC | 20005 | N/A | PUBLIC | GENERAL FUND | $10,000 | |||||
| LIFT UP AFRICA | ||||||||||||
| 801 E 1ST ST SUITE B 199 | CLE ELUM | WA | 98922 | N/A | PUBLIC | GENERAL FUND | $6,000 | |||||
| SPARK MICROGRANTS INC | ||||||||||||
| 116 W HOUSTON ST FLOOR 2 | NEW YORK | NY | 10012 | N/A | PUBLIC | GENERAL FUND | $5,400 | |||||
| THE POLLINATION PROJECT (WOMEN'S CRISIS CARE INT'L) | ||||||||||||
| 1569 SOLANO AVENUE 643 | BERKELEY | CA | 94707 | N/A | PUBLIC | GENERAL FUND | $5,355 | |||||
| ONE HEART WORLD WIDE | ||||||||||||
| 1818 PACHECO ST | SAN FRANCISCO | CA | 94116 | N/A | PUBLIC | GENERAL FUND | $5,000 | |||||
| MERCY FOR ANIMALS | ||||||||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | N/A | PUBLIC | GENERAL FUND | $231,000 | |||||
| WHITE COAT WASTE PROJECT | ||||||||||||
| PO BOX 26029 | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL FUND | $200,000 | |||||
| STOP ANIMAL EXPLOITATION NOW | ||||||||||||
| 1081-B STATE ROUTE 28 280 | MILFORD | OH | 45150 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| ANIMAL EQUALITY | ||||||||||||
| 8581 SANTA MONICA BLVD 350 | LOS ANGELES | CA | 90069 | N/A | PUBLIC | GENERAL FUND | $94,275 | |||||
| ANIMAL RECOVERY MISSION | ||||||||||||
| PO BOX 403344 | MIAMI BEACH | FL | 33140 | N/A | PUBLIC | GENERAL FUND | $75,000 | |||||
| FACE FOUNDATION | ||||||||||||
| 10505 SORRENTO VALLEY ROAD SUITE | SAN DIEGO | CA | 92121 | N/A | PUBLIC | GENERAL FUND | $62,000 | 175 | ||||
| BEYOND CARNISM INC | ||||||||||||
| 700 N VALLEY ST SUITE 73867 | ANAHEIM | CA | 92801 | N/A | PUBLIC | GENERAL FUND | $60,000 | |||||
| ACTASIA FOR ANIMALS | ||||||||||||
| PO BOX 1049 | REDDING CENTER | CT | 06875 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| ANIMAL CHARITY EVALUATORS | ||||||||||||
| PO BOX 5482 | SAN DIEGO | CA | 92165 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| ANIMALS UNITED NETWORK | ||||||||||||
| PO BOX 6105 | SANTA ROSA | CA | 95406 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| THE HUMANE LEAGUE | ||||||||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | N/A | PUBLIC | GENERAL FUND | $30,000 | |||||
| MINDY'S MEMORY | ||||||||||||
| PO BOX 134 | NEWCASTLE | OK | 73065 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| THE GENTLE BARN FOUNDATION | ||||||||||||
| 15825 SIERRA HIGHWAY | SANTA CLARITA | CA | 91390 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| THINKING ANIMALS INC | ||||||||||||
| 311 EAST 72ND ST SUITE 10D | NEW YORK | NY | 10021 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| LOVE ANIMALS | ||||||||||||
| INDEPENDENCE PLAZA B-180 1001 16TH | DENVER | CO | 80265 | N/A | PUBLIC | GENERAL FUND - 2016 GRANT MADE TO LOVE ANIMALS RELATING TO PRIOR YEAR MULTI-YEAR COMMITTMENT | $15,000 | ST | ||||
| FAUNA SANCTUARY INC | ||||||||||||
| 333 WASHINGTON STREET | BOSTON | MA | 02108 | N/A | PUBLIC | GENERAL FUND | $12,500 | |||||
| DOWNTOWN DOG RESCUE | ||||||||||||
| PO BOX 90035 | PASADENA | CA | 91109 | N/A | PUBLIC | GENERAL FUND | $10,000 | |||||
| FROSTED FACE FOUNDATION | ||||||||||||
| 864 GRAND AVENUE MAILBOX 333 | SAN DIEGO | CA | 92109 | N/A | PUBLIC | GENERAL FUND | $10,000 | |||||
| INDI LAB RESCUE | ||||||||||||
| 17130 VAN BUREN BLVD 183 | RIVERSIDE | CA | 92504 | N/A | PUBLIC | GENERAL FUND | $5,000 | |||||
| THE POLLINATION PROJECT (LIBERIA ANIMAL WELLNESS SANCTUARY PROJECT) | ||||||||||||
| 1569 SOLANO AVENUE 643 | BERKELEY | CA | 94707 | N/A | PUBLIC | GENERAL FUND | $2,500 | |||||
| RANCHO COASTAL HUMANE SOCIETY | ||||||||||||
| 389 REQUEZA ST | ENCINITAS | CA | 92024 | N/A | PUBLIC | GENERAL FUND | $900 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,485,381 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434,924 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,617,623 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,052,711 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,052,711 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $592,583 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 700 SHS OF APPLE INC | $73,969 | 2016-03-24 |
| 1 | 370 SHS OF HOME DEPOT INC | $48,270 | 2016-03-24 |
| 1 | 900 SHS OF HONEYWELL INTERNATIONAL INC | $100,188 | 2016-03-24 |
| 1 | 700 SHS OF THERMO FISHER SCIENTIFIC | $97,314 | 2016-03-24 |
| 1 | 1,180 SHS OF UNITEDHEALTH GP INC | $151,736 | 2016-03-24 |
| 1 | 650 SHS OF VISA INC CL A | $48,191 | 2016-03-24 |
| 1 | 750 SHS OF WALT DISNEY CO HLDG CO | $72,915 | 2016-03-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $23,777 | Amt |
| Net Investment Income | $23,777 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $909,946 | EOYBookValueAmt |
| EOYFMV | $909,946 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $19,468,921 | EOYBookValueAmt |
| EOYFMV | $19,468,921 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $92,181 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $92,181 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS AND CORPORATIONS | FMV | $11,657,741 | $11,657,741 |
| MANAGED FUTURES | FMV | $4,033,015 | $4,033,015 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS TO CHARITIES | Desc |
| BOY Book Value | $25,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MS #022039 - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $164 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $164 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $164 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH ADJUSTMENTS - TIMING OF GRANT PAYMENTS | Desc |
| Amt | $739,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $25,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $1,233 | $0 |
Comments