GREENMAN FAMILY CHARITABLEFOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GREENMAN FAMILY CHARITABLEFOUNDATION (EIN 20-5926652)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201631379349101218
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T07:30:13-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL WERBEL CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 DUPONT ST STE 208AddressLine1Txt
CityPLAINVIEWCityNm
State AbbreviationNYStateAbbreviationCd
ZIP118031606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205926652EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY S HEILPERNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6314227367PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL WERBELPreparerPersonNm
Phone5165767033PhoneNum
Preparation2016-05-16PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$189,433FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,896DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,896DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,896DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$3,493CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$406NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$6,896TotalRevAndExpnssAmt
Total Net Invst Incm$10,389TotalNetInvstIncmAmt
Total Adj Net Incm$7,302TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$900AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$900AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$265TaxesRevAndExpnssAmt
Taxes Net Invst Incm$265TaxesNetInvstIncmAmt
Taxes Adj Net Incm$265TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$2,092OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,092OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,092OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,257TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,257TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,257TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,757TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,257TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,257TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,861ExcessRevenueOverExpensesAmt
Net Investment Income$7,132NetInvestmentIncomeAmt
Adjusted Net Income$4,045AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,482SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,997SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,997SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$78,608CorporateBondsBOYAmt
Corporate Bonds EOY$75,728CorporateBondsEOYAmt
Corporate Bonds EOYFMV$78,643CorporateBondsEOYFMVAmt
Other Investments BOY$95,574OtherInvestmentsBOYAmt
Other Investments EOY$104,736OtherInvestmentsEOYAmt
Other Investments EOYFMV$101,793OtherInvestmentsEOYFMVAmt
Total Assets BOY$190,664TotalAssetsBOYAmt
Total Assets EOY$189,461TotalAssetsEOYAmt
Total Assets EOYFMV$189,433TotalAssetsEOYFMVAmt
Loans From Officers BOY$2,332LoansFromOfficersBOYAmt
Loans From Officers EOY$3,497LoansFromOfficersEOYAmt
Total Liabilities BOY$2,332TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,497TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$188,332UnrestrictedBOYAmt
Unrestricted EOY$185,964UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$188,332TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$185,964TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$190,664TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$189,461TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$188,332TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,861ExcessRevenueOverExpensesAmt
Other Increases$3,493OtherIncreasesAmt
Subtotal$185,964SubtotalAmt
Tot Net Ast Or Fund Balances EOY$185,964TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SUNTRUST BANK SECURITY AC#7924839P2015-01-012015-12-30$406$0$0$406$0$0$0$406
SUNTRUST BANK SECURITY AC#7924839P2014-01-012015-12-31$61,629$0$58,542$3,087$0$0$0$3,087
FieldValueIRS element (for citing)
Capital Gain Net Income$3,493CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$406NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Distribution Yr10.000000DistributionYr1Rt
Distribution Yr20.000000DistributionYr2Rt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,896AdjustedQlfyDistriYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Investment Income Pct$71NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$71AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$143InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$143SubtotalAmt
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$143TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELINORE GREENMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 WAMPUM LANEAddressLine1Txt
CityWEST ISLIPCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11795ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
Total Tax$143TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$10,000ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$10,000TotalExcessDistributionCyovAmt
Total Corpus$10,000TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,000ExcessDistriCyovToNextYrAmt
Excess From Year4$10,000ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TREASURE COAST HOSPICE
1201 SE INDIAN STSTUARTFL34997501C3GENERAL FUND$2,000
COMMUNITY FOUNDATION OF NEW JERSEY
35 KNOX HILL RDMORRISTOWNNJ07963501C3GENERAL FUND$3,000
PATCHES OF LIGHT
PO BOX 153HILLIARDOH43026501C3GENERAL FUND$3,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256501C3GENERAL FUND$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$6,896ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,896ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,896TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryM WERBEL CPA TAX/ACCTGCategoryTxt
Amt$900Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUSBondNm
EOY Book Value$75,728EOYBookValueAmt
EOYFMV$78,643EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS COMMON STOCKSCategoryOrItemTxt
Book Value$104,736BookValueAmt
EOYFMV$101,793EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$2,092RevenueAndExpensesPerBooksAmt
Net Investment Income$2,092NetInvestmentIncomeAmt
Adjusted Net Income$2,092AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN INCOMEDesc
Amt$3,493Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2014 FEDERAL EXCISE TAXCategoryTxt
Amt$265Amt
Net Investment Income$265NetInvestmentIncomeAmt
Adjusted Net Income$265AdjustedNetIncomeAmt

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