GREENMAN FAMILY CHARITABLEFOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GREENMAN FAMILY CHARITABLEFOUNDATION (EIN 20-5926652)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-26
IRS object ID
201541469349100259
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-26T09:28:36-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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)
PersonELINORE GREENMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6314227367PhoneNum
Signature2015-05-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL WERBELPreparerPersonNm
Phone5165767033PhoneNum
Preparation2015-05-26PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$199,242FMVAssetsEOYAmt
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$9,185DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,185DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,185DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$7,610CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$494NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$9,185TotalRevAndExpnssAmt
Total Net Invst Incm$16,795TotalNetInvstIncmAmt
Total Adj Net Incm$9,679TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,000AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$305TaxesRevAndExpnssAmt
Taxes Net Invst Incm$305TaxesNetInvstIncmAmt
Taxes Adj Net Incm$305TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$2,240OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,240OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,240OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,545TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,545TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,545TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,545TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,545TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,860ExcessRevenueOverExpensesAmt
Net Investment Income$13,250NetInvestmentIncomeAmt
Adjusted Net Income$6,134AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,743SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,482SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,482SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$80,801CorporateBondsBOYAmt
Corporate Bonds EOY$78,608CorporateBondsEOYAmt
Corporate Bonds EOYFMV$78,608CorporateBondsEOYFMVAmt
Other Investments BOY$98,065OtherInvestmentsBOYAmt
Other Investments EOY$95,574OtherInvestmentsEOYAmt
Other Investments EOYFMV$104,152OtherInvestmentsEOYFMVAmt
Total Assets BOY$186,609TotalAssetsBOYAmt
Total Assets EOY$190,664TotalAssetsEOYAmt
Total Assets EOYFMV$199,242TotalAssetsEOYFMVAmt
Loans From Officers BOY$1,027LoansFromOfficersBOYAmt
Loans From Officers EOY$2,332LoansFromOfficersEOYAmt
Total Liabilities BOY$1,027TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,332TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$185,582UnrestrictedBOYAmt
Unrestricted EOY$188,332UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$185,582TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$188,332TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$186,609TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$190,664TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$185,582TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,860ExcessRevenueOverExpensesAmt
Other Increases$7,610OtherIncreasesAmt
Subtotal$188,332SubtotalAmt
Tot Net Ast Or Fund Balances EOY$188,332TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 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#7924839P2014-01-012014-12-30$9,130$0$8,636$494$0$0$0$494
SunTrust Bank Security ac#7924839P2013-01-012014-12-31$30,885$0$28,844$2,041$0$0$0$2,041
SunTrust Bank Security ac#7924839P2003-01-012014-12-31$32,109$0$27,034$5,075$0$0$0$5,075
FieldValueIRS element (for citing)
Capital Gain Net Income$7,610CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$494NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Distribution Yr10.000000DistributionYr1Rt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,896AdjustedQlfyDistriYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Distribution Yr40.000000DistributionYr4Rt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Investment Income Pct$133NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$133AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$265InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$265SubtotalAmt
Tax Based On Investment Income$265TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$265TaxDueAmt
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 BooksELINORE GREENMANIndividualWithBooksNm
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$265TaxBasedOnInvestmentIncomeAmt
Total Tax$265TotalTaxAmt
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 Yr5$6,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$10,000ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$16,500TotalExcessDistributionCyovAmt
Total Corpus$16,500TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,000ExcessDistriCyovToNextYrAmt
Excess From Year3$10,000ExcessFromYear3Amt

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$3,000
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$10,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$9,185ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,185ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,185TotalIncomeProducingActyAmt

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$1,000Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUSBondNm
EOY Book Value$78,608EOYBookValueAmt
EOYFMV$78,608EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS COMMON STOCKSCategoryOrItemTxt
Book Value$95,574BookValueAmt
EOYFMV$104,152EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$2,240RevenueAndExpensesPerBooksAmt
Net Investment Income$2,240NetInvestmentIncomeAmt
Adjusted Net Income$2,240AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN INCOMEDesc
Amt$7,610Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2013 FEDERAL EXCISE TAXCategoryTxt
Amt$305Amt
Net Investment Income$305NetInvestmentIncomeAmt
Adjusted Net Income$305AdjustedNetIncomeAmt

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