THE GREENBAUM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENBAUM FOUNDATION (EIN 87-6217358)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349104571
- Schema version
- 2024v5.2
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:29:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3740 DAVINCI COURT SUITE 400 | AddressLine1Txt |
| City | PEACHTREE CORNERS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 7702460793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD A-806 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R GREENBAUM JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7702460793 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA DAVIS | PreparerPersonNm |
| PTIN | P00662840 | PTIN |
| Phone | 7702460793 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| 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 | $55,854,034 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,695,650 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $648,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $757,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,145,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,886,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,145,559 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $662,034 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $647,910 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,151,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,550,681 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $221,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,093 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,093 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,384 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $314,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,075,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,075,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,389,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,075,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $761,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,527,888 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $666,956 | CashBOYAmt |
| Cash EOY | $1,075,697 | CashEOYAmt |
| Cash EOYFMV | $1,075,697 | CashEOYFMVAmt |
| US Government Obligations BOY | $7,878 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,026 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,026 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,530,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,413,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,413,637 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,959,995 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,038,720 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,038,720 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,326,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,318,954 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,318,954 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $22,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,513,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,854,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,854,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $52,513,268 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,854,034 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,513,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,854,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,513,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,854,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,513,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $761,974 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,578,792 | OtherIncreasesAmt |
| Subtotal | $55,854,034 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,854,034 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-01-01 | 2024-12-31 | $869,682 | $687,440 | $182,242 | $182,242 |
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2024-12-31 | $8,016,667 | $5,053,350 | $2,963,317 | $2,963,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,145,559 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $182,242 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,303 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $131,303 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68,365 | OverpaymentAmt |
| Applied To ES Tax | $68,365 | 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 | WWW.GREENBAUMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES R GREENBAUM JR | IndividualWithBooksNm |
| Phone | 7702460793 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD SUITE A-806 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | 8424 SANTA MONICA BLVD SUITE A-806 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 | $43,562,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,179,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,742,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,742,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $671,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,071,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,203,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,203,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,938 | TotalTaxAmt |
| Distributable Before Adj | $2,140,621 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,140,621 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,140,621 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,075,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,075,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,140,621 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,846,071 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,395,314 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,243,616 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,649,848 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,934,210 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,069,059 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,075,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,140,621 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,935,079 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,004,138 | 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 | $1,846,071 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,158,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,395,314 | ExcessFromYear4Amt |
| Excess From Year3 | $1,243,616 | ExcessFromYear3Amt |
| Excess From Year2 | $2,649,848 | ExcessFromYear2Amt |
| Excess From Year1 | $2,934,210 | ExcessFromYear1Amt |
| Excess From Current Year | $3,935,079 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FREE TO THRIVE-THRIVE PHILANTHROPY | |||||||||||
| 127 WEST 26TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL FUND | $404,225 | ||||
| TOSTAN | |||||||||||
| 4712 ADMIRALTY WAY | MARINA DEL REY | CA | 90292 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| FREEDOM FOR ALL INC | |||||||||||
| 1775 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| LA CONSCIENCE | |||||||||||
| 18820 PACIFIC COAST HWY | MALIBU | CA | 90265 | N/A | PUBLIC | GENERAL FUND | $74,000 | ||||
| CRISIS ACTION | |||||||||||
| 700 N VALLEY ST | ANAHEIM | CA | 95406 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| RESCUE FOUNDATION | |||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | PLOT NO 39 FATIMADEVI ROAD | MUMBAI | IN | |||||
| UNITED NATIONS FOUNDATION | |||||||||||
| 1750 PENNSYLVANIA AVE NW SUITE 300 | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL FUND | $25,417 | ||||
| KARUNA FOUNDATION | |||||||||||
| 7522 MONARCH RD | NIWOT | CO | 80503 | N/A | PUBLIC | GENERAL FUND | $1,060,873 | ||||
| HUMANE AMERICA ANIMAL FOUNDATION | |||||||||||
| 310 N INDIAN HILL BLVD 800 | CLAREMONT | CA | 91711 | N/A | PUBLIC | GENERAL FUND | $543,000 | ||||
| AMERICAN COLLEGE OF LIFESTYLE MED | |||||||||||
| 2004 RADIANCE CIRCLE | FAIRFIELD | IA | 52556 | N/A | PUBLIC | GENERAL FUND | $350,000 | ||||
| THE HUMANE LEAGUE | |||||||||||
| 952 SCHOOL ST | NAPA | CA | 94559 | N/A | PUBLIC | GENERAL FUND | $300,000 | ||||
| PHYSICIANS ASSOCIATION FOR NUTRITION | |||||||||||
| VILLAGE STATION | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL FUND | $218,200 | ||||
| FRIENDS OF THE EARTH | |||||||||||
| PO BOX 7010 | MERRIFIELD | VA | 221167010 | N/A | PUBLIC | GENERAL FUND | $200,000 | ||||
| ANIMAL CHARITY EVALUATORS | |||||||||||
| PO BOX 56037 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $118,000 | ||||
| GENERATION AWAKENING | |||||||||||
| 9911 FREDERICK CIRCLE | HUNTINGTON BEACH | CA | 92646 | N/A | PUBLIC | GENERAL FUND | $116,700 | ||||
| NEW ROOTS INSTITUTE | |||||||||||
| 1110 N VIRGIL AVE SUITE 98280 | LOS ANGELES | CA | 90029 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| COMPASSION IN WORLD FARMING | |||||||||||
| PO BOX 60042 | WASHINGTON | DC | 200390042 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| ANIMAL OUTLOOK | |||||||||||
| PO BOX 9773 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| SEED | |||||||||||
| 995 MAIN ST | DENNIS | MA | 02638 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| JANEUNCHAINED NEWS NETWORK | |||||||||||
| 900 N LA BREA AVE | LOS ANGELES | CA | 90302 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| GREENER BY DEFAULT | |||||||||||
| 1519 W WARREN BLVD UNIT 503 PMB 175 | CHICAGO | IL | 60607 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| BALANCED | |||||||||||
| 1620 L STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| THE ACCOUNTABILITY BOARD INC | |||||||||||
| 182 HOWARD ST 225 | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| MERIDIAN INSTITUTE | |||||||||||
| 1800 M STREET NW STE 400N | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| GAME CHANGERS FOUNDATION INC | |||||||||||
| 28241 CROWN VALLEY PKWY F202 | LAGUNA NIGUEL | CA | 92677 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| STOP ANIMAL EXPLOITATION NOW | |||||||||||
| PO BOX 4120 | PORTLAND | OR | 97280 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| PHYSICIANS COMMITTEE FOR RESP MED | |||||||||||
| PO BOX 26029 | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| PREVENTIVE MEDICINE RESEARCH INSTITUTE | |||||||||||
| 900 BRIDGEWAY 1 | SAUSALITO | CA | 94965 | N/A | PUBLIC | GENERAL FUND | $100,000 | ||||
| THE BETTER FOOD FOUNDATION | |||||||||||
| 153 E 87TH ST | NEW YORK | NY | 10128 | N/A | PUBLIC | GENERAL FUND | $80,000 | ||||
| ANIMAL FREEDOM INC | |||||||||||
| 850 LIBRARY AVENUE SUITE 204 | NEWARK | DE | 19711 | N/A | PUBLIC | GENERAL FUND | $75,000 | ||||
| US RIGHT TO KNOW | |||||||||||
| 4096 PIEDMONT AVENUE SUITE 963 | OAKLAND | CA | 94611 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| RETHINK YOUR FOOD | |||||||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| ALLIED SCHOLARS FOR ANIMAL PROTECTION | |||||||||||
| 1401 LAVACA ST 395 | AUSTA | TX | 78701 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| AFRICA COLLEGE FUND | |||||||||||
| 8424 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| GLOBAL FOOD PARTNERS | |||||||||||
| 1629 K STREET NW STE 300 | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| ANIMALS UNITED MOVEMENT | |||||||||||
| PO BOX 6105 | SANTA ROSA | CA | 95406 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| ANIMAL PARTISAN | |||||||||||
| 11357 NUCKOLS ROAD 138 | GLEN ALLEN | VA | 23059 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| FOOD EMPOWERMENT PROJECT | |||||||||||
| 255 CANYON BLVD | BOULDER | CO | 80302 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| PROVEG | |||||||||||
| 6 EAST LAFAYETTE AVE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| ADVANCING LAW FOR ANIMALS | |||||||||||
| 407 N PACIFIC COAST HWY STE 267 | REDONDO BEACH | CA | 90277 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| OUR HONOR | |||||||||||
| 3015 SAN PABLO AVE APT 205 | BERKELEY | CA | 94702 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| VERMONT LAW SCHOOL | |||||||||||
| 164 CHELSEA ST | SOUTH ROYALTON | VT | 05068 | N/A | PUBLIC | GENERAL FUND | $50,000 | ||||
| ANIMAL RIGHTS INITIATIVE | |||||||||||
| 2005 E JANSEN CT | SEATTLE | WA | 98112 | N/A | PUBLIC | GENERAL FUND | $40,000 | ||||
| ANIMAL ADVOCACY CAREERS | |||||||||||
| 201 E CENTER ST STE 112 | ANAHEIM | CA | 92805 | N/A | PUBLIC | GENERAL FUND | $40,000 | ||||
| VEGVOYAGES FOUNDATION | |||||||||||
| 200 SAN SABA DRIVE | GEORGETOWN | TX | 78633 | N/A | PUBLIC | GENERAL FUND | $28,380 | ||||
| FARMSTAND | |||||||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||
| REDUCETARIAN FOUNDATION | |||||||||||
| 1569 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||
| THE NONHUMAN RIGHTS | |||||||||||
| 611 PENNSYLVANIA AVENUE SE 345 | WASHINGTON | DC | 20003 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||
| IDEAGARDEN INSTITUTE INC | |||||||||||
| 346 BROADWAY | KINGSTON | NY | 12401 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||
| SENTIENT MEDIA | |||||||||||
| 18 BARTOL STREET 1150 | SAN FRANCISCO | CA | 94133 | N/A | PUBLIC | GENERAL FUND | $25,000 | ||||
| WILBERFORCE INSTITUTE | |||||||||||
| POST OFFICE BOX 1746 | BERNALILLO | NM | 87004 | N/A | PUBLIC | GENERAL FUND | $20,000 | ||||
| WE ARE FAMILY | |||||||||||
| N/A | PUBLIC | GENERAL FUND | $15,000 | PO BOX 23526 | HONG KONG | HK | |||||
| OUR HEN HOUSE | |||||||||||
| 164 CHELSEA ST PO BOX 96 | SOUTH ROYALTON | VT | 05068 | N/A | PUBLIC | GENERAL FUND | $15,000 | ||||
| DIGITAL HARBOR FOUNDATION | |||||||||||
| 1045 LIGHT STREET | BALTIMORE | MD | 21230 | N/A | PUBLIC | GENERAL FUND | $10,000 | ||||
| DC VOTERS FOR ANIMALS EDUCATION FUND | |||||||||||
| 6218 GEORGIA AVE NW SUITE I-585 | WASHINGTON | DC | 20011 | N/A | PUBLIC | GENERAL FUND | $8,605 | ||||
| VITAL ACTIONS | |||||||||||
| 5731 IVREA DR | SARASOTA | FL | 34238 | N/A | PUBLIC | GENERAL FUND | $5,000 | ||||
| THE POLLINATION PROJECT | |||||||||||
| 102 COLLEGE STATION DRIVE STE 3 PMB | BREVARD | NC | 28712 | N/A | PUBLIC | GENERAL FUND | $3,300 | 274 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,075,700 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $648,508 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $662,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,145,559 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| MS #026607 - OTHER LOSS | 14 |
| MS #011803 - OTHER LOSS | 14 |
| MS #114274 - OTHER LOSS | 14 |
| MS #022039 - OTHER LOSS | 14 |
| PARTNERSHIP INCOME (LOSS) | 14 |
| OTHER BOOK INCOME | 14 |
| OTHER BOOK LOSSES | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,456,101 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,456,101 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES R GREENBAUM JR | |||||||
| 1 | 8424 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | $5,000 | Yes (X) | |
| JAMES R GREENBAUM JR TR UA DTD 05151997 | |||||||
| 2 | 8424 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | $2,666,650 | Yes (X) | Yes (X) |
| THE LQW REV TR AGMT LOIS Q WHITMAN | |||||||
| 3 | CHASE MANHATTAN PLAZA | NEW YORK | NY | 10005 | $24,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF COMMON STOCK -- DETAILS AVAILABLE UPON REQUEST. | NoncashPropertyDesc |
| Fair Market Value | $2,666,650 | FairMarketValueAmt |
| Received | 2024-07-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $21,700 | Amt |
| Net Investment Income | $21,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| 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 | $2,038,720 | EOYBookValueAmt |
| EOYFMV | $2,038,720 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $44,413,637 | EOYBookValueAmt |
| EOYFMV | $44,413,637 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,026 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,026 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS AND CORPORATIONS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,318,954 | BookValueAmt |
| EOYFMV | $8,318,954 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $22,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $826,904 | $826,904 | $0 |
| MS #026607 - OTHER LOSS | -$174,964 | -$174,964 | $0 |
| MS #114274 - OTHER LOSS | -$3,982 | -$3,982 | $0 |
| MS #022039 - OTHER LOSS | -$48 | -$48 | $0 |
| OTHER INCOME | $14,124 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $2,578,792 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACTOR EXPENSE | $200,000 | $0 | $0 | $0 |
| CONSULTING FEES | $21,900 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,093 | $1,093 | $0 | $0 |
| FEDERAL TAXES PAID | $62,000 | $0 | $0 | $0 |
Comments