THE@PATRICK T AND SUE C GREENE FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE@PATRICK T AND SUE C GREENE FAMILY FOUNDATION (EIN 38-3465666)
Tax period
2012-02-01 to 2013-01-31
Filed
2013-12-15
IRS object ID
201313509349100206
Schema version
2012v2.1
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)
Timestamp2013-12-15T12:00:08-06:00Timestamp
Tax Period End Date2013-01-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN381357951EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVE SUITE 1250AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code441142533ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-02-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN383465666EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE PATRICK T AND SUE C GREENE FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPATRNameControl
Phone5868880010Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1992 LAKESHOREAddressLine1
CityGROSSE POINTE SHORESCity
StateMIState
ZIP Code48236ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePRESIDENTName
TitlePRESIDENTTitle
Phone8102963970Phone
Date Signed2013-12-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIEL P HURSHName
PTINP00179552PTIN
Phone2165231010Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY17740FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss420DividendsRevAndExpnss
Dividends Net Invst Incm420DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-746NetGainSaleAssetsRevAndExpnss
Gross Sales Price1884GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses-326TotalRevenueAndExpenses
Total Net Investment Income420TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss149OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm149OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss149TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm149TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss2300ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps2300ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2449TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm149TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps2300TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-2775ExcessOfRevenueOverExpenses
Net Investment Income271NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1182CashBOY
Cash EOY1037CashEOY
Cash EOYFMV1037CashEOYFMV
Investments Corp Stock BOY26208InvestmentsCorpStockBOY
Investments Corp Stock EOY23578InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV16703InvestmentsCorpStockEOYFMV
Total Assets BOY27390TotalAssetsBOY
Total Assets EOY24615TotalAssetsEOY
Total Assets EOYFMV17740TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY27390RetainedEarningsBOY
Retained Earnings EOY24615RetainedEarningsEOY
Total Net Assets BOY27390TotalNetAssetsBOY
Total Net Assets EOY24615TotalNetAssetsEOY
Total Liabilities Net Assets BOY27390TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY24615TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY27390TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-2775ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal24615Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY24615TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of Asset100 SHS CISCO SYSTEMSDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired1999-01-19DateAcquired
Date Sold2012-04-27DateSold
Gross Sales Price1884GrossSalesPrice
Cost Or Other Basis2630CostOrOtherBasis
Gain Or Loss-746GainOrLoss
Gains Minus Excess Or Losses-746GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income-746CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1100QualifyingDistributionsYear1
Noncharitable Assets Year121867NoncharitableAssetsYear1
Distribution Ratio Year10.004573DistributionRatioYear1
Qualifying Distributions Year2350QualifyingDistributionsYear2
Noncharitable Assets Year221867NoncharitableAssetsYear2
Distribution Ratio Year20.016006DistributionRatioYear2
Qualifying Distributions Year31170QualifyingDistributionsYear3
Noncharitable Assets Year320945NoncharitableAssetsYear3
Distribution Ratio Year30.055861DistributionRatioYear3
Qualifying Distributions Year41000QualifyingDistributionsYear4
Noncharitable Assets Year423338NoncharitableAssetsYear4
Distribution Ratio Year40.042849DistributionRatioYear4
Qualifying Distributions Year54100QualifyingDistributionsYear5
Noncharitable Assets Year532070NoncharitableAssetsYear5
Distribution Ratio Year50.127845DistributionRatioYear5
Total Distribution Ratio0.247134TotalDistributionRatio
Average Distribution Ratio0.049427AverageDistributionRatio
Net Noncharitable Assets16620NetNoncharitableAssets
Adjusted Noncharitable Assets821AdjustedNoncharitableAssets
One Percent Net Investment Income3OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One824AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2300QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax3InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal3Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income3TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due3TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameLORI EMMIBooksInCareOfPersonName
Books In Care Of Phone Number5868880010BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line133830 RIVIERA DRIVEAddressLine1
CityFRASERCity
StateMIState
ZIP Code48026ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations1GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Tr Fail To Qualify As Exceptions1TrFailToQualifyAsExceptions
Maint Expend Responsibility1MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
PATRICK T GREENE
33830 RIVIERA DRIVEFRASERMI48026PRESIDENT & TREASURER1.00000
SUE C GREENE
33830 RIVIERA DRIVEFRASERMI48026VICE PRESIDENT & SECRETARY1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities15899AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances974AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets16873TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets16873AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable253CashDeemedCharitable
Net Noncharitable Assets16620NetNoncharitableAssets
Minimum Investment Return831MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return831MinimumInvestmentReturn
Tax Based On Investment Income3TaxBasedOnInvestmentIncome
Total Tax3TotalTax
Distributable Amount Before Adj828DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded828DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted828DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2300ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions2300QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm3OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions2297AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted828DistributableAmountAsAdjusted
Undistributed Income Prior Year700UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions2300QualifyingDistributions
Applied To Year1700AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year828AppliedToCurrentYear
Remaining Distri From Corpus772RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus772TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year772ExcessDistriCyovToNextYear
Excess From Current Year772ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerPATRICK T GREENEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
THE BRETT BENTLEY CRAWFORD FOUNDATION
999 VANDERBILT BEACH RD SUITE 102NAPLESFL34108N/APUBLIC CHARITYTO FURTHER THE GOALS OF THE ORGANIZATION$2,000
BEYOND BASICS
PO BOX 1504BIRMINGHAMMI48012N/APUBLIC CHARITYTO FURTHER THE GOALS OF THE ORGANIZATION$300
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year2300TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$420ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-746RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$420ExclusionAmount
Related Or Exempt Function Income-746RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-326TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number8LineNumber
Relationship StatementSTOCK WAS SOLD IN ORDER TO CONTRIBUTE MONIE TO CHARITYRelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRETT BENTLEY CRAWFORD FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1999 VANDERBILT BEACH RD SUITE 102AddressLine1
CityNAPLESCity
StateFLState
ZIP Code34108ZIPCode
FieldValueIRS element (for citing)
Grant Date2012-04-11GrantDate
Grant$2,000GrantAmount
Grant PurposeON APRIL 11, 2012 THE PATRICK T. AND SUE C. GREENE FAMILY FOUNDATION CONTRIBUTED $2,000 TO THE BRETT BENTLEY CRAWFORD FOUNDATION, WHICH WAS CONTRIBUTED TO THE TIDES FOUNDATION, A 501(C)(3) FOUNDATION, ON SEPTEMBER 21, 2012.GrantPurpose
Amount Expended By Grantee2000AmountExpendedByGrantee
Date Of Verification2012-09-21DateOfVerification

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of Stock812 SHS CISCO SYSTEMSNameOfStock
EOY Book Value23578EOYBookValue
EOYFMV16703EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionUBS ANNUAL FEEDescription
Revenue And Expenses Per Books149RevenueAndExpensesPerBooks
Net Investment Income149NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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