GREENMAN FAMILY CHARITABLEFOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GREENMAN FAMILY CHARITABLEFOUNDATION (EIN 20-5926652)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-03
IRS object ID
201401549349100305
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-06-03T09:41:58-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL WERBEL CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 DUPONT ST STE 208AddressLine1
CityPLAINVIEWCity
StateNYState
ZIP Code118031606ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205926652EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREENMAN FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone6314227367PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 WAMPUM LANEAddressLine1
CityWEST ISLIPCity
StateNYState
ZIP Code117955211ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELINORE GREENMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6314227367PhoneNum
Signature2014-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL WERBELPreparerPersonNm
Phone5165767033PhoneNum
Preparation2014-06-03PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$204,779FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,545DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,545DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,545DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$12,021CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$807NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$6,545TotalRevAndExpnssAmt
Total Net Invst Incm$18,566TotalNetInvstIncmAmt
Total Adj Net Incm$7,352TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$900AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$900AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$127TaxesRevAndExpnssAmt
Taxes Net Invst Incm$127TaxesNetInvstIncmAmt
Taxes Adj Net Incm$127TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$2,290OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,290OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,290OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,317TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,317TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,317TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,317TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,317TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,317TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,772ExcessRevenueOverExpensesAmt
Net Investment Income$15,249NetInvestmentIncomeAmt
Adjusted Net Income$4,035AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,781SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,743SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,743SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$74,099CorporateBondsBOYAmt
Corporate Bonds EOY$80,801CorporateBondsEOYAmt
Corporate Bonds EOYFMV$80,801CorporateBondsEOYFMVAmt
Other Investments BOY$93,453OtherInvestmentsBOYAmt
Other Investments EOY$98,065OtherInvestmentsEOYAmt
Other Investments EOYFMV$116,235OtherInvestmentsEOYFMVAmt
Total Assets BOY$180,333TotalAssetsBOYAmt
Total Assets EOY$186,609TotalAssetsEOYAmt
Total Assets EOYFMV$204,779TotalAssetsEOYFMVAmt
Loans From Officers EOY$1,027LoansFromOfficersEOYAmt
Total Liabilities EOY$1,027TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$180,333UnrestrictedBOYAmt
Unrestricted EOY$185,582UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$180,333TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$185,582TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$180,333TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$186,609TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$180,333TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,772ExcessRevenueOverExpensesAmt
Other Increases$12,021OtherIncreasesAmt
Subtotal$185,582SubtotalAmt
Tot Net Ast Or Fund Balances EOY$185,582TotNetAstOrFundBalancesEOYAmt

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 ACCOUNT 7924839P2013-01-012013-10-07$13,370$0$12,563$807$0$0$0$807
SUNTRUST BANK SECURITY ACCOUNT 7924839P2012-01-012013-12-31$10,167$0$9,098$1,069$0$0$0$1,069
SUNTRUST BANK SECURITY ACCOUNT 7924839P2012-01-012013-12-31$68,435$0$58,290$10,145$0$0$0$10,145
FieldValueIRS element (for citing)
Capital Gain Net Income$12,021CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$807NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,896AdjustedQlfyDistriYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Distribution Yr30.000000DistributionYr3Rt
Distribution Yr40.000000DistributionYr4Rt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Investment Income Pct$152NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$152AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$305InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$305SubtotalAmt
Tax Based On Investment Income$305TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$305TaxDueAmt
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 RDAddressLine1
CityWEST ISLIPCity
StateNYState
ZIP Code11795ZIPCode
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 Line13158 ROYAL BIRKDALE WAYAddressLine1
CityPORT ORANGECity
StateFLState
ZIP Code32128ZIPCode
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$305TaxBasedOnInvestmentIncomeAmt
Total Tax$305TotalTaxAmt
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$8,364ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,500ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$10,000ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$24,864TotalExcessDistributionCyovAmt
Total Corpus$24,864TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,364ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,500ExcessDistriCyovToNextYrAmt
Excess From Year4$6,500ExcessFromYear4Amt
Excess From Year2$10,000ExcessFromYear2Amt

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/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient 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$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$6,545ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$12,021ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,566ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,566TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryM WERBEL CPA TAX/ACCTGCategoryTxt
Amt$900Amt
Net Investment Income$900NetInvestmentIncomeAmt
Adjusted Net Income$900AdjustedNetIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUSBondNm
EOY Book Value$80,801EOYBookValueAmt
EOYFMV$80,801EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS COMMON STOCKSCategoryOrItemTxt
Book Value$98,065BookValueAmt
EOYFMV$116,235EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$2,290RevenueAndExpensesPerBooksAmt
Net Investment Income$2,290NetInvestmentIncomeAmt
Adjusted Net Income$2,290AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionCAPITAL GAIN INCOMEDescription
Amount$12,021Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2012 FEDERAL EXCISE TAXCategoryTxt
Amt$127Amt
Net Investment Income$127NetInvestmentIncomeAmt
Adjusted Net Income$127AdjustedNetIncomeAmt

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