THE GREENBAUM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENBAUM FOUNDATION (EIN 87-6217358)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-14
- IRS object ID
- 201513189349100411
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- General Explanation Attachment
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-14T14:17:13-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeff Hill CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 S Medical Dr Ste 219 | AddressLine1Txt |
| City | Bountiful | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 92067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R GREENBAUM | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey B Hill | PreparerPersonNm |
| PTIN | P00113015 | PTIN |
| Phone | 8012985555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,683,874 | 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 | $2,523,468 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $227,672 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $227,672 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $227,672 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $477,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $477,137 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $477,137 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,661,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,329,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,661,669 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $262,318 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$51,415 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,838,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,366,478 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $967,127 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $10,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,800 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,723 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,723 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $11,345 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,345 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,632,953 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,632,953 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,658,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,632,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,179,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,340,460 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $967,127 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $826,428 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,250,393 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,250,393 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $34,411,728 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,383,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,383,481 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $514,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,752,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,683,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,683,874 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $422 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $422 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $422 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,751,734 | CapitalStockBOYAmt |
| Capital Stock EOY | $38,683,452 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,751,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,683,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,752,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,683,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,751,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,179,560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $752,170 | OtherIncreasesAmt |
| Subtotal | $38,683,464 | SubtotalAmt |
| Other Decreases | $12 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,683,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,661,669 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $262,318 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,160,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,723,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07032 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,015,478 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,912,354 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06971 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,997,893 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,454,867 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06783 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,021,897 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,246,078 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07158 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,992,556 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,668,794 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07472 | DistributionYr5Rt |
| Total Distribution | 0.35416 | TotalDistributionRt |
| Average Distribution | 0.07083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,332,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,502,611 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,526,016 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,632,953 | 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 | $23,405 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,405 | SubtotalAmt |
| Tax Based On Investment Income | $23,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $439 | EsPenaltyAmt |
| Overpayment | $18,156 | OverpaymentAmt |
| Applied To ES Tax | $18,156 | AppliedToESTaxAmt |
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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R GREENBAUM JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 | false | 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 | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | Yes (true) | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| JAMES R GREENBAUM JR | ||||||
| PO BOX 9910 | RANCHO SANTA FE | CA | 920674910 | Trustee | 40.00 | $0 |
| LUCIE BERREBY | ||||||
| PO BOX 9910 | RANCHO SANTA FE | CA | 92067 | BOARD MEMBER | 40.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,514,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,237,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,118,740 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,870,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $35,870,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $538,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,332,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,766,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,766,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,405 | TotalTaxAmt |
| Distributable Before Adj | $1,743,202 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,743,202 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,743,202 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,632,953 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,632,953 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,405 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,609,548 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,743,202 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $675,464 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $634,859 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $536,126 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $587,046 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $704,926 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,138,421 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,632,953 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,743,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $889,751 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,028,172 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $675,464 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,352,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $634,859 | ExcessFromYear4Amt |
| Excess From Year3 | $536,126 | ExcessFromYear3Amt |
| Excess From Year2 | $587,046 | ExcessFromYear2Amt |
| Excess From Year1 | $704,926 | ExcessFromYear1Amt |
| Excess From Current Year | $889,751 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHAR CONTR CURRENT YEAR - SEE ATTAC | |||||||
| SEE ATTACHED | STATEMENT | CA | 92067 | NONE | Public | General Fund | $2,632,953 |
| TOSTAN APPROVED FOR PMT IN 2015 201 | |||||||
| 2121 DECATUR PL NW | WASHINGTON | DC | 20008 | NONE | Public | GENERAL FUND | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,632,953 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,672 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $477,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,661,669 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEE REBATES-OTHER INCOME | 14 | |
| PARTNERSHIP INCOME (LOSS) | 14 | -$51,415 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $653,394 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,661,669 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,315,063 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | SEVERAL CONTRIBUTIONS WERE MADE TO FOREIGN CHARITIES. WE HAVE IDENTIFIED THOSE CONTRIBUTIONS ON THE ATTACHED "GREENBAUM FOUNDATION CHARITABLE CONTRIBUTIONS" SCHEDULE FOR THE YEAR ENDED 12/31/14. THE CHARITABLE CONTRIBUTIONS WERE MADE USING THE "EQUIVALENCY DETERMINATION" RULES. ALL RELEVANT DOCUMENTATION IS ON FILE WITH THE FOUNDATION.SINCE THE ANNUAL GROSS REVENUES EXCEEDED $2 MILLION IN 2014, AN AUDIT WILL BE PERFORMED FOR THE TAX YEAR ENDING 12/31/14. | MediumExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| LOANS TO CHARITIES | $50,000 | ||
| RECEIVABLE FROM CHARITABLE ORGANIZATIONS | $514,000 | $50,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $12 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES & SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Revenue And Expenses Per Books | -$51,415 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAINS/LOSSES | $750,164 |
| NON-DIVIDEND DISTRIBUTION | $2,006 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $422 | BOYBookValueAmt |
| EOY Book Value | $422 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $10,800 | Amt |
| Net Investment Income | $10,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CALIFORNIA TAX | $10 | $10 |
| FEDERAL TAXES | $613 | $613 |
| FOREIGN TAXES | $3,100 | $3,100 |
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