ELIZABETH B GREEN PRIVATE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH B GREEN PRIVATE FOUNDATION (EIN 45-4209357)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202513049349100301
- Schema version
- 2024v5.1
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T09:46:11-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454209357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH B GREEN PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Foreign Phone | 5617229376 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11147 Silver Ridge St | AddressLine1Txt |
| City | Wellington | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bradley J Goldstein | PersonNm |
| Person Title | ELIZABETH B GREEN PRIVATE FOUNDATIO | PersonTitleTxt |
| Phone | 5617229376 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,730,169 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $190,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $274,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,945,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $274,845 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $465,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $465,335 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $144,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $129,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108,441 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,963 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $254,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $485,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $362,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,494 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,457 | CashBOYAmt |
| Cash EOY | $17,992 | CashEOYAmt |
| Cash EOYFMV | $17,992 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $102,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,899 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,800,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,722,074 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,559,278 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $5,912,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,892,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,730,169 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,912,535 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,892,965 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,912,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,892,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,912,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,892,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,912,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,069 | ExcessRevenueOverExpensesAmt |
| Other Increases | $499 | OtherIncreasesAmt |
| Subtotal | $5,892,965 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,892,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| ISHARES | P | 2023-11-15 | 2024-07-30 | $226,837 | $0 | $220,286 | $6,551 | $6,551 |
| SPDR BLOOMBERG | P | 2023-08-25 | 2024-07-30 | $916,865 | $0 | $916,497 | $368 | $368 |
| NVIDIA | P | 2023-12-26 | 2024-06-10 | $244,168 | $0 | $88,043 | $156,125 | $156,125 |
| CHEVRON | P | 2023-11-15 | 2024-12-19 | $113,224 | $0 | $118,816 | -$5,592 | -$5,592 |
| CONOCOPHILLIPS | P | 2023-11-15 | 2024-12-17 | $97,699 | $0 | $111,124 | -$13,425 | -$13,425 |
| EOG RES | P | 2023-11-15 | 2024-12-19 | $27,267 | $0 | $28,731 | -$1,464 | -$1,464 |
| J P MORGAN | P | 2022-11-09 | 2024-07-30 | $173,551 | $0 | $171,823 | $1,728 | $1,728 |
| NVIDIA | P | 2022-10-20 | 2024-06-10 | $145,844 | $0 | $15,290 | $130,554 | $130,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $274,845 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $163,044 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,761 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,761 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,761 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $440 | EsPenaltyAmt |
| Tax Due | $5,001 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N A | WebsiteAddressTxt |
| Individual With Books | Bradley J Goldstein | IndividualWithBooksNm |
| Phone | 5617229376 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11147 Silver Ridge St | AddressLine1Txt |
| City | Wellington | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2022 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2021 | UndistributedIncomePY3Yr |
| Undistributed Income PY4 | 2020 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2023 | UndistrIncmSect4942a2AppYr1Yr |
| Undistr Incm Sect4942a2 App Yr2 | 2022 | UndistrIncmSect4942a2AppYr2Yr |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS SAWICZ | ||||||||
| 11147 Silver Ridge St | Wellington | FL | 33449 | DIR PRES SEC TREA | 30.00 | $72,000 | $0 | $0 |
| Bradley J Goldstein | ||||||||
| 11147 Silver Ridge St | Wellington | FL | 33449 | DIR VP | 30.00 | $72,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,241,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,241,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,241,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,132,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,761 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $4,761 | TotalTaxAmt |
| Distributable Before Adj | $351,863 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $351,863 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $351,863 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $362,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $362,563 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $351,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,589 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $30,415 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,167 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,631 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,589 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $362,563 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,589 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Applied To Current Year | $351,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,111 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,115 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $30,415 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $30,415 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,115 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,167 | ExcessFromYear4Amt |
| Excess From Year3 | $10,617 | ExcessFromYear3Amt |
| Excess From Year2 | $18,631 | ExcessFromYear2Amt |
| Excess From Year1 | $3,589 | ExcessFromYear1Amt |
| Excess From Current Year | $7,111 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SEMPER FI SERVICE DOGS | |||||||
| 12650 ORANGE BLVD | WEST PALM BEACH | FL | 34212 | PC | SERVICE DOG TRAINING | $1,000 | |
| A SECOND CHANCE PUPPIES AND KITTENS RESCUE | |||||||
| PO BOX 222156 | WEST PALM BEACH | FL | 33422 | PC | PUPPY AND KITTEN RESCUE | $5,500 | |
| SOUTH FLORIDA PROTON THERAPY FOUNDATION | |||||||
| 5280 LINTON BLVD | DELRAY BEACH | FL | 33484 | PC | PROTON THERAPY RESEARCH | $75,000 | |
| PANTHER RIDGE CONSERVATION CNTR | |||||||
| 2143 D ROAD | LOXAHATCHEE | FL | 33470 | PC | HURRICANE DAMAGE ASSISTANCE | $4,500 | |
| GRANDMAS PLACE | |||||||
| 184 SPARROW DR | ROYAL PALM BEACH | FL | 33411 | PC | SUPPORT ORPHANED CHILDREN | $10,000 | |
| BARKEY PINES ANIMAL RESCUE | |||||||
| 13173 67TH ST NORTH | WEST PALM BEACH | FL | 33412 | PC | ANIMAL RESCUE | $5,000 | |
| BELIEVE WITH ME | |||||||
| 11420 US HWY 1 PMB 122 | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT CHILDREN OF FALLEN SOLDIERS | $20,000 | |
| CLEVELAND CLINIC MARTIN HEALTH | |||||||
| PO BOX 9010 | STUART | FL | 34995 | PC | HOSPITAL SUPPORT | $10,000 | |
| CMAK SANDY HOOK MEMORIAL FOUNDATION | |||||||
| 2 WASHINGTON SQ | NEWTOWN | CT | 06482 | PC | SUPPORT DISADVANTAGED CHILDREN | $10,000 | |
| KIDS CANCER FOUNDATION | |||||||
| 246 ROYAL PALM BEACH BLVD | ROYAL PALM BEACH | FL | 33411 | PC | CHILDERNS CANCER ASSISTANCE | $10,000 | |
| MAGNOLIA TREE FOUNDATION | |||||||
| 1443 COLBY LANE | SCHAUMBURG | IL | 60193 | PC | BRACA CANCER PATIENT SUPPORT | $5,000 | |
| MERCER TRANSFORMATION | |||||||
| PO BOX 232 | HARRODSBURG | KY | 40330 | PC | FEED THE HOMELESS | $5,000 | |
| PAWS 4 LIBERTY | |||||||
| 8939 PALOMINO DR | LAKE WORTH | FL | 33467 | PC | SERVICE DOG TRAINING | $5,000 | |
| JONATHAN CHAIN | |||||||
| 3410 LEEWARD DR | HAVERSTRAW | NY | 10927 | PC | SCHOOL MUSIC PROGRAMS | $5,000 | |
| TRI COUNTY HUMANE | |||||||
| 21287 BOCA RIO RD | BOCA RATON | FL | 33433 | PC | HUMANE SOCIETY | $25,000 | |
| UNIVERSITY OF MIAMI | |||||||
| 205 ASHE BLDG | CORAL GABLES | FL | 33124 | PC | CANCER RESEARCH | $25,000 | PO BOX 248004 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | TUNNELS TO TOWERS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,845 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $465,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $465,335 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| THOMAS SAWICZ |
| GRANTEE RESEARCH MANAGEMENT APPROVALS AND RELATIONS FINANCIAL REVIEW ACCOUNTING BANKING TAX AND COMPLIANCE. POLICY AND PROCEDURE WEEKLY DIRECTOR MEETING |
| Bradley J Goldstein |
| GRANTEE RESEARCH MANAGEMENT APPROVALS NAD RELATIONS FINANCIAL REVIEW ACCOUNTING BANKING TAX AND COMPLIANCE POLICY AND PROCEDURE WEEKLY DIRECTOR MEETING |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE | $496,000 | $480,329 |
| ADV MIC | $0 | $0 |
| ALPH | $0 | $0 |
| AMZN | $0 | $0 |
| AAPL | $0 | $0 |
| AMAT | $0 | $0 |
| AT&T | $0 | $0 |
| CVX | $0 | $0 |
| DHR | $0 | $0 |
| LLY | $0 | $0 |
| EOG | $0 | $0 |
| XOM | $0 | $0 |
| GS | $0 | $0 |
| HD | $0 | $0 |
| HON | $0 | $0 |
| JPM | $0 | $0 |
| LMT | $0 | $0 |
| META | $0 | $0 |
| MET | $0 | $0 |
| MSFT | $0 | $0 |
| MS | $0 | $0 |
| NFLX | $0 | $0 |
| NRG | $0 | $0 |
| NVDA | $0 | $0 |
| PHM | $0 | $0 |
| RTX | $0 | $0 |
| CRM | $0 | $0 |
| TMUS | $0 | $0 |
| URI | $0 | $0 |
| WBM | $0 | $0 |
| ISH 7-10 | $0 | $0 |
| ISH 1-3 | $0 | $0 |
| ISH 3-7 | $0 | $0 |
| JPM EXC | $0 | $0 |
| SPDR BLOO | $0 | $0 |
| UNHG | $0 | $0 |
| CONO | $0 | $0 |
| ADV MIC | $52,100 | $58,462 |
| ALPH | $292,670 | $446,180 |
| MET | $134,540 | $187,669 |
| MSC | $371,398 | $462,807 |
| MS | $178,323 | $274,447 |
| NETF | $86,088 | $166,677 |
| NRG E | $50,225 | $109,076 |
| NVID | $180,483 | $529,237 |
| PAL T | $104,253 | $106,563 |
| PUL G | $24,995 | $35,610 |
| RTX C | $61,289 | $82,624 |
| SAL F | $141,772 | $218,986 |
| T M | $28,786 | $43,263 |
| URI | $25,651 | $42,266 |
| UHG | $66,344 | $65,256 |
| AMZ | $270,619 | $419,693 |
| APPL | $323,901 | $457,768 |
| APP M | $51,564 | $60,173 |
| AT&T | $55,412 | $83,361 |
| DAN C D | $53,971 | $64,044 |
| ELI L | $45,584 | $73,340 |
| EXX M | $108,403 | $118,219 |
| GSG | $112,604 | $194,118 |
| HD | $28,747 | $36,565 |
| HONY | $27,779 | $33,884 |
| JPM | $205,105 | $331,759 |
| LMC | $60,123 | $62,686 |
| META | $189,134 | $351,306 |
| WILL C | $109,223 | $175,078 |
| AOMS | $206,037 | $206,090 |
| CSP | $171,663 | $173,354 |
| GUGG | $274,741 | $272,073 |
| ISH F | $352,722 | $351,239 |
| ISH 7 | $286,724 | $288,629 |
| ISH 1 | $285,820 | $288,629 |
| ISH 3 | $66,643 | $67,712 |
| PIMCO | $140,638 | $140,106 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BUSINESS REGISTRATION FEES | $125 | $0 | $0 | $125 |
| SUPPLIES BOOKS PROGRAN SUBSCRIPTIONS MISC | $1,838 | $0 | $0 | $1,838 |
| ML INV MGT | $108,441 | $108,441 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $499 | Amt |
Comments