THE GREENBAUM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENBAUM FOUNDATION (EIN 87-6217358)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201643159349100509
- Schema version
- 2015v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T09:01:38-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | PO BOX 9910 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920674910 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R GREENBAUM JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587598835 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W EDWARD SCOTT | PreparerPersonNm |
| PTIN | P00307021 | PTIN |
| Phone | 7702460793 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,081,379 | 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 | $2,255,730 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $659,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $675,956 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$660,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,784,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,600,087 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $713 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,599 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,255,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,273,444 | 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 | $15,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $118,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $114,316 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,982 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,297 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $328,229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $555,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,073 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,810,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,810,983 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,366,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,073 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,810,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,111,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,140,371 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,250,393 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,682,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,682,937 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $109,512 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $109,512 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $37,383,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,126,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,126,168 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $633,773 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $633,773 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,503,989 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,503,989 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $50,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,683,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,081,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,081,379 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $615,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $422 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $615,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $0 | UnrestrictedBOYAmt |
| Unrestricted EOY | $36,466,379 | UnrestrictedEOYAmt |
| Capital Stock BOY | $38,683,452 | CapitalStockBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,683,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,466,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,683,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,081,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,683,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,111,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,572,421 | SubtotalAmt |
| Other Decreases | $1,106,042 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,466,379 | 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 | $14,784,619 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,184,532 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,600,087 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,600,087 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,600,087 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,609,548 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,332,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073858 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,160,505 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,723,783 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070320 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,015,478 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,912,354 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069710 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,997,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,454,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067829 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,021,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,246,078 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071582 | DistributionYr5Rt |
| Total Distribution | 0.353299 | TotalDistributionRt |
| Average Distribution | 0.070660 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,449,147 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,646,157 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,677,561 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,810,983 | 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 | $31,404 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,404 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,156 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $48,156 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,752 | OverpaymentAmt |
| Applied To ES Tax | $16,752 | 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 | N/A | 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 | PO BOX 9910 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920674910 | 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 | PO BOX 9910 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920674910 | 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 | $35,855,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,164,383 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,019,439 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,019,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $570,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,449,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,872,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,872,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,404 | TotalTaxAmt |
| Distributable Before Adj | $1,841,053 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,841,053 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,841,053 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,810,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,810,983 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $31,404 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,779,579 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,841,053 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $634,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $536,126 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $587,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $704,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $889,751 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,352,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,810,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,841,053 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $969,930 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,322,638 | 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 | $634,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,687,779 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $536,126 | ExcessFromYear4Amt |
| Excess From Year3 | $587,046 | ExcessFromYear3Amt |
| Excess From Year2 | $704,926 | ExcessFromYear2Amt |
| Excess From Year1 | $889,751 | ExcessFromYear1Amt |
| Excess From Current Year | $969,930 | 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUCKERS AGAINST TRAFFICKING | |||||||||||||
| PO BOX 816 | ENGLEWOOD | CO | 80151 | N/A | PUBLIC | GENERAL FUND | $44,808 | ||||||
| STOP ANIMAL EXPLOITATION NOW | |||||||||||||
| 1081-B STATE ROUTE 28 280 | MILFORD | OH | 45150 | N/A | PUBLIC | GENERAL FUND | $60,000 | ||||||
| CENTER FOR RESPONSIBLE SCIENCE | |||||||||||||
| PO BOX 443 | PACIFIC PALISADES | CA | 90272 | N/A | PUBLIC | GENERAL FUND | $45,336 | ||||||
| A WELL FED WORLD | |||||||||||||
| 815 OTIS PLACE NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $60,000 | ||||||
| WOMEN MOVING MILLIONS INC | |||||||||||||
| 19 FULTON STREET SUITE 301 | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL FUND | $5,000 | ||||||
| LIFT UP AFRICA | |||||||||||||
| 801 E 1ST STREET SUITE B 199 | CLE ELUM | WA | 98922 | N/A | PUBLIC | GENERAL FUND | $6,000 | ||||||
| MOTHERS2MOTHERS | |||||||||||||
| 7441 W SUNSET BLVD SUITE 205 | LOS ANGELES | CA | 90046 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| ACTASIA FOR ANIMALS | |||||||||||||
| PO BOX 130 | FISHKILL | NY | 12524 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| NATIONAL MUSEUM OF ANIMALS & SOCIETY | |||||||||||||
| 421 COLYTON STREET | LOS ANGELES | CA | 90013 | N/A | PUBLIC | GENERAL FUND | $5,000 | ||||||
| CLINTON GLOBAL INITIATIVE | |||||||||||||
| 1271 AVENUE OF THE AMERICAS 42ND | NEW YORK | NY | 10020 | N/A | PUBLIC | GENERAL FUND | $19,000 | FLOOR | |||||
| MERCY FOR ANIMALS | |||||||||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | N/A | PUBLIC | GENERAL FUND | $2,500 | ||||||
| SEAL CONSERVANCY OF SAN DIEGO | |||||||||||||
| SEAL CONSERVANCY PO BOX 2016 | LA JOLLA | CA | 92038 | N/A | PUBLIC | GENERAL FUND | $10,000 | ||||||
| NEW VENTURE FUND FOR THE NEXUS | |||||||||||||
| 2200 SAND HILL RD SUITE 230 | MENLO PARK | CA | 94025 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| MOBILE MEDICAL TEAM INTE | |||||||||||||
| 111 SECOND ST | SAUSALITO | CA | 94965 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| REFUGEPOINT | |||||||||||||
| 689 MASSACHUSETTS AVENUE 2ND FLOOR | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| LANDESA | |||||||||||||
| 1424 4TH AVE - SUITE 300 | SEATTLE | WA | 98101 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| D REV DESIGN REVOLUTION | |||||||||||||
| 695 MINNESOTA ST | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| ONE HEART WORLD WIDE | |||||||||||||
| 1818 PACHECO ST | SAN FRANCISCO | CA | 94116 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| THINKING ANIMALS INC | |||||||||||||
| 311 EAST 72ND ST SUITE 10D | NEW YORK | NY | 10021 | N/A | PUBLIC | GENERAL FUND | $10,000 | ||||||
| MERCY FOR ANIMALS | |||||||||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||||
| NATIONAL MUSEUM OF ANIMALS & S | |||||||||||||
| 421 COLYTON STREET | LOS ANGELES | CA | 90013 | N/A | PUBLIC | GENERAL FUND | $5,000 | ||||||
| JRR ASSOCIATION | |||||||||||||
| 205 EAST 42ND ST 20TH FLOOR | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| CRITICALINK | |||||||||||||
| 1706 S STREET NW UNIT 1 | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| PHYSICIANS COMM FOR RESPONSIBL | |||||||||||||
| 5100 WISCONSIN AVE NW SUITE 400 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||||
| ANIMAL CHARITY EVALUATORS | |||||||||||||
| PO BOX 5482 | SAN DIEGO | CA | 92165 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| SEAL CONSERVANCY OF SAN DIEGO | |||||||||||||
| SEAL CONSERVANCY PO BOX 2016 | LA JOLLA | CA | 92038 | N/A | PUBLIC | GENERAL FUND | $1,821 | ||||||
| PHYSICIANS COMM FOR RESPONSIBL | |||||||||||||
| 5100 WISCONSIN AVE NW SUITE 400 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $5,000 | ||||||
| BEYOND THE ROSES EQUINE | |||||||||||||
| 11621 VRYCE RD | EMMETT | MI | 48022 | N/A | PUBLIC | GENERAL FUND | $1,200 | ||||||
| ANIMAL RECOVERY MISSION | |||||||||||||
| PO BOX 403344 | MIAMI BEACH | FL | 33140 | N/A | PUBLIC | GENERAL FUND | $70,000 | ||||||
| FACE FOUNDATION | |||||||||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | N/A | PUBLIC | GENERAL FUND | $20,000 | ||||||
| FACE FOUNDATION | |||||||||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | N/A | PUBLIC | GENERAL FUND | $15,000 | ||||||
| THE HUMANE LEAGUE | |||||||||||||
| 1601 WALNUT ST SUITE 502 | PHILADELPHIA | PA | 19102 | N/A | PUBLIC | GENERAL FUND | $30,000 | ||||||
| ADVANCING HUMAN RIGHTS | |||||||||||||
| ADVANCING HUMAN RIGHTS | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| NEXUS - THE GIVING BACK | |||||||||||||
| 5757 W CENTURY BLVD SUITE 410 | LOS ANGELES | CA | 90045 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| MERCY FOR ANIMALS | |||||||||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | N/A | PUBLIC | GENERAL FUND | $150,000 | ||||||
| CRITICALINK | |||||||||||||
| 1706 S STREET NW UNIT 1 | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| A WELL FED WORLD | |||||||||||||
| 815 OTIS PLACE NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $15,000 | ||||||
| ANIMAL WELFARE INSTITUTE | |||||||||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PUBLIC | GENERAL FUND | $12,000 | ||||||
| GLOBAL FEDERATION OF ANIMAL SANCTUARIES | |||||||||||||
| PO BOX 32294 | WASHINGTON | DC | 20007 | N/A | PUBLIC | GENERAL FUND | $20,000 | ||||||
| AIRLINK | |||||||||||||
| 1023 15TH ST NW STE 1100 | WASHINGTON | DC | 20005 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| SHINING HOPE FOR COMMUNITIES | |||||||||||||
| 175 VARICK ST 6TH FL | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||||
| BOLDER GIVING | |||||||||||||
| 25 BROADWAY | NEW YORK | NY | 10005 | N/A | PUBLIC | GENERAL FUND | $10,000 | ||||||
| SAVE THE CHIMPS | |||||||||||||
| PO BOX 12220 | FORT PIERCE | FL | 34979 | N/A | PUBLIC | GENERAL FUND | $46,500 | ||||||
| WHITE COAT WASTE PROJECT | |||||||||||||
| PO BOX 26029 | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||||
| LABRADOR RESCUERS | |||||||||||||
| PO BOX 221038 | SAN DIEGO | CA | 92192 | N/A | PUBLIC | GENERAL FUND | $8,500 | ||||||
| NEW VENTURE FUND | |||||||||||||
| 2200 SAND HILL RD SUITE 230 | MENLO PARK | CA | 94025 | N/A | PUBLIC | GENERAL FUND | $35,000 | ||||||
| FACE FOUNDATION | |||||||||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | N/A | PUBLIC | GENERAL FUND | $2,000 | ||||||
| FARM SANCTUARY | |||||||||||||
| 3100 AIKENS ROAD | WATKINS GLEN | NY | 14891 | N/A | PUBLIC | GENERAL FUND | $10,000 | ||||||
| GLOBAL HEALTH CORPS | |||||||||||||
| GLOBAL HEALTH CORPS | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL FUND | $20,000 | ||||||
| LAST MILE HEALTH | |||||||||||||
| PO BOX 426133 | CAMBRIDGE | MA | 02142 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| POLARIS PROJECT | |||||||||||||
| PO BOX 53315 | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| THORN | |||||||||||||
| 200 PARK AVENUE SOUTH 8TH FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| THE END FUND | |||||||||||||
| 41 EAST 11TH ST 11TH FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| CENTER FOR GREAT APES | |||||||||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | N/A | PUBLIC | GENERAL FUND | $8,000 | ||||||
| FAUNA SANCTUARY INC | |||||||||||||
| 1320 STATE ROUTE 9 | CHAMPLIAN | NY | 12919 | N/A | PUBLIC | GENERAL FUND | $2,000 | ||||||
| CHIMPANZEE SANCTUARY NORTHWEST | |||||||||||||
| PO BOX 952 | CLE ELUM | WA | 98922 | N/A | PUBLIC | GENERAL FUND | $5,000 | ||||||
| CHIMPS INC | |||||||||||||
| PO BOX 6973 | BEND | OR | 97708 | N/A | PUBLIC | GENERAL FUND | $1,000 | ||||||
| PRIMARILY PRIMATES | |||||||||||||
| 26099 DULL KNIFE TRAIL | SAN ANTONIO | TX | 78255 | N/A | PUBLIC | GENERAL FUND | $4,000 | ||||||
| THE SISTERHOOD IS GLOBAL INSTITUTE | |||||||||||||
| THE SISTERHOOD IS GLOBAL INSTITUTE | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL FUND | $2,500 | ||||||
| CRISIS ACTION | |||||||||||||
| 708 THIRD AVENUE SUITE 1820 | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL FUND | $20,000 | ||||||
| FRIENDS OF BENOBOS | |||||||||||||
| PO BOX 90383 | DURHAM | NC | 27708 | N/A | PUBLIC | GENERAL FUND | $10,000 | ||||||
| STRAY CAT ALLIANCE | |||||||||||||
| 11677 SANTA MONICA BLCD | LOS ANGELES | CA | 90025 | N/A | PUBLIC | GENERAL FUND | $2,500 | ||||||
| LABRADOR RESCUERS | |||||||||||||
| PO BOX 221038 | SAN DIEGO | CA | 92192 | N/A | PUBLIC | GENERAL FUND | $5,000 | ||||||
| RANCHO COASTAL HUMANE SOCIETY | |||||||||||||
| 389 REQUEZA ST | ENCINITAS | CA | 92024 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||||
| ZANA AFRICA FOUNDATION | |||||||||||||
| 2450 VIRGINIA AVENUE NW SUITE E309 | WASHINGTON | DC | 20037 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||||
| MERCY FOR ANIMALS | |||||||||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | N/A | PUBLIC | GENERAL FUND | $19,000 | ||||||
| RAMOLA BHAR CHARITABLE | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $20,000 | C 568 JVTS GARDEN | CHATTERPUR EXTENSION | IN | |||||||
| SHARE (ASIA PACIFIC) LTD | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $82,500 | PO BOX 23526 | WAN CHAI POST OFFICE | HK | |||||||
| YOUNG1OVE FOUNDATION | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $100,000 | PLOT 14446 KAMUSHONGO RD | GABORONE WEST INDUSTRIAL | BC | |||||||
| SHARE (ASIA PACIFIC) LTD | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $30,000 | PO BOX 23526 | WAN CHAI POST OFFICE | HK | |||||||
| LIBERTY ASIA | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $30,000 | PO BOX 23526 | WAN CHAI POST OFFICE | HK | |||||||
| LA SOCIETE POUR LA PREVE | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | EQUIVALENCY DETERMINATION ON FILE | EQUIVALENCY DETERMINATION | OC | |||||||
| CENTRE FOR EFFECTIVE ALTRUISM | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $110,000 | SUITE 2 LITTLEGATE HOUSE 16-17 ST | OXFORD | UK | EBBES ST | ||||||
| RESCUE FOUNDATION | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | PLOT NO 39 FATIMADEVI RD BEHIND OUR | MUMBAI | IN | LADY OF REMEDY SCHOOL POSIUR KANDI | 400067 | |||||
| LA CONSCIENCE | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $100,000 | ROUTE DE KPESSEKOPE | AHEPE | TO | |||||||
| LA CONSCIENCE | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $1,500 | ROUTE DE KPESSEKOPE | AHEPE | TO | |||||||
| LA CONSCIENCE | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $33,318 | ROUTE DE KPESSEKOPE | AHEPE | TO | |||||||
| VISAYAN FORUM FOUNDATION | |||||||||||||
| N/A | PUBLIC | GENERAL FUND | $100,000 | 18 12TH AVE | CUBAO | RP | 1109 | ||||||
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | |||||||||||||
| 5100 WISCONSIN AVE NW SUITE 400 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||||
| OTHER GRANTS | |||||||||||||
| OTHER GRANTS | OTHER GRANTS | CA | 92067 | N/A | PUBLIC | GENERAL FUND | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,810,983 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULTI-YEAR COMMITMENT - PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WISCONSIN AVE NW STE400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FUND | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $659,385 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$660,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 Person | JAMES R GREENBAUM JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9910 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,255,730 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 300 SHS OF HALYARD HEALTH INC | $13,926 | 2015-01-22 |
| 1 | 4,900 SHS OF QUALCOMM INC | $352,334 | 2015-01-22 |
| 1 | 4,350 SHS OF DANAHER CORPORATION | $374,492 | 2015-03-09 |
| 1 | 900 SHS OF APPLE INC | $103,635 | 2015-08-13 |
| 1 | 1,000 SHS OF ISHARES S&P MIDE-CAP 400 G ETF | $171,800 | 2015-08-13 |
| 1 | 600 SHS OF ISHARES S&P MID-CAP 400 V ETF | $75,342 | 2015-08-13 |
| 1 | 300 SHS OF ISHARES S&P SMLL-CAP 600 V ETF | $33,807 | 2015-08-13 |
| 1 | 1,000 SHS OF ISHARES SMALL CAP 600 G ETF | $130,230 | 2015-08-13 |
| 1 | 350 SHS OF THERMO FISHER SCIENTIFIC | $46,802 | 2015-08-13 |
| 1 | 1,300 SHS OF VISA INC CL A | $96,109 | 2015-08-13 |
| 1 | 900 SHS OF WALT DISNEY CO HLDG | $96,768 | 2015-08-13 |
| 1 | 1,500 SHS OF WELLS FARGO & CO NEW | $85,335 | 2015-08-13 |
| 1 | 30,000 SHS OF SPNEN | $675,150 | 2015-05-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $15,775 | Amt |
| Net Investment Income | $15,775 | 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 | $633,773 | EOYBookValueAmt |
| EOYFMV | $633,773 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $22,126,168 | EOYBookValueAmt |
| EOYFMV | $22,126,168 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $109,512 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $109,512 | 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 | $8,035,745 | $8,035,745 |
| MANAGED FUTURES | FMV | $4,468,244 | $4,468,244 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS TO CHARITIES | Desc |
| BOY Book Value | $50,000 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR UNACCOUNTED LIABILITIES - NO CY/PY TAX EFFECT | $1,047,578 |
| PRIOR YEAR NET UNSETTLED PURCHASE/SALES - NO CY/PY TAX EFFECT | $58,464 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $328,229 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME (LOSS) | $496 | -$2,816 | $496 |
| MS #022039 - OTHER INCOME | $217 | $217 | $217 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $422 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $118,467 | Amt |
| Net Investment Income | $114,316 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA TAX | $10 | $0 | $0 |
| FEDERAL TAXES | $62,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $2,982 | $0 |
Comments