ELIZABETH B GREEN PRIVATE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH B GREEN PRIVATE FOUNDATION (EIN 45-4209357)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-31
IRS object ID
201730909349100628
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-03-31T13:40:49-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454209357EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Elizabeth B Green Private FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlELIZBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH B GREENPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2017-03-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address5.102.240.171IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520170905000065FederalOriginalSubmissionId
Federal Original Submission Id2017-03-31FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC971FC33BAF52379132A0473611089A0DAEC697AtSubmissionCreationDeviceId
At Submission Filing Device Id6B1EFC400AF5C33D9B3602785388C863E4E2E7C3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,654FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$389DividendsRevAndExpnssAmt
Dividends Net Invst Incm$389DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$633NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,778GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$633CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,027TotalRevAndExpnssAmt
Total Net Invst Incm$1,027TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$238OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$238OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4,525OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,767TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$240TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,767TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$240TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,740ExcessRevenueOverExpensesAmt
Net Investment Income$787NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,816SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,334SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,334SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,961CorporateStockBOYAmt
Corporate Stock EOY$8,703CorporateStockEOYAmt
Corporate Stock EOYFMV$9,320CorporateStockEOYFMVAmt
Total Assets BOY$22,777TotalAssetsBOYAmt
Total Assets EOY$19,037TotalAssetsEOYAmt
Total Assets EOYFMV$19,654TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$22,777RetainedEarningBOYAmt
Retained Earning EOY$19,037RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,777TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,777TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,777TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,740ExcessRevenueOverExpensesAmt
Subtotal$19,037SubtotalAmt
Tot Net Ast Or Fund Balances EOY$19,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$29,778GrossSalesPriceAmt
Cost Or Other Basis$29,145CostOrOtherBasisAmt
Gain Or Loss$633GainOrLossAmt
Gains Minus Excess Or Losses$633GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$633CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,025AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,475NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.491318DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,977AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$53,011NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.112543DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,730AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$65,796NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.543042DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,952AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$64,103NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.358049DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution2.504952TotalDistributionRt
Average Distribution0.626238AverageDistributionRt
Net Vl Noncharitable Assets$21,008NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,156AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,164AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16InvestmentIncomeExciseTaxAmt
Subtotal$16SubtotalAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$16TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Robert Bennett
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
Elizabeth B Green
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0$0$0
Thomas Sawicz
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,113AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,215AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,328TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,328AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$320CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,008NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,050MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,050MinimumInvestmentReturnAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Total Tax$16TotalTaxAmt
Distributable Before Adj$1,034DistributableBeforeAdjAmt
Distributable Before Ded$1,034DistributableBeforeDedAmt
Distributable As Adjusted$1,034DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$4,525QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,525AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,034DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr4$19,782ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,530ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$56,422ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,803ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$119,537TotalExcessDistributionCyovAmt
Qualifying Distributions$4,525QualifyingDistributionsAmt
Applied To Current Year$1,034AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,491RemainingDistriFromCorpusAmt
Total Corpus$123,028TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$123,028ExcessDistriCyovToNextYrAmt
Excess From Year4$19,782ExcessFromYear4Amt
Excess From Year3$32,530ExcessFromYear3Amt
Excess From Year2$56,422ExcessFromYear2Amt
Excess From Year1$10,803ExcessFromYear1Amt
Excess From Current Year$3,491ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerElizabeth B GreenContributingManagerNm
Contributing ManagerThomas SawiczContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$389ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$633ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,027ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,027TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ANHEUSER BUSCH COS INC$234$211
FIRST TR VALUE LN DV$204$336
FIRST TRUST ENERGY ALPHADEX$946$925
FIRST TRUST HEALTH CARE ALPH$172$172
GENERAL ELECTRIC CO$313$316
GOLDMAN SACHS GROUP$175$239
GUGGENHEIM MACRO OPPORTUNITIES$526$552
HONEYWELL INTL$343$348
ISHARES IBOXX $ HIGH YIELD COR$1,596$1,645
JP MORGAN CHASE$341$431
LOCKHEED MARTIN CORP$719$750
LORD ABBETT INVESTMENT TRUST S$967$904
MICROSOFT CORP$380$435
NEXTERA ENERGY, INC$557$717
RYDEX SERIES FDS, ABS RETURN S$316$314
UNITED TECHNOLOGIES CORP$413$438
VERIZON COMMUNICATIONS$501$587

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$4,500$4,500
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$238Amt
Net Investment Income$238NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Excise Tax for 2015$2
Foreign Tax Paid$2$2

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