GREEN CHARITABLE TR UA 050901: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GREEN CHARITABLE TR UA 050901 (EIN 65-6368603)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201321289349100307
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T08:48:17-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580692043 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 SIXTH AVENUE WEST SUITE 600 | AddressLine1 |
| City | BRADENTON | City |
| State | FL | State |
| ZIP Code | 342057440 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656368603 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN CHARITABLE TRUST UAD 5901 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GREE | NameControl |
| Phone | 9417474483 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3912 WATER ST | AddressLine1 |
| City | ELLENTON | City |
| State | FL | State |
| ZIP Code | 34222 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L MILLER | Name |
| Title | AGENT | Title |
| Phone | 9417474483 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY L KING CPA | Name |
| PTIN | P00153265 | PTIN |
| Phone | 9417474483 | Phone |
| Date Prepared | 2013-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 456699 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 168740 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 34067 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 34067 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 34067 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 75484 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 682804 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 75484 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 69524 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 278291 | TotalRevenueAndExpenses |
| Total Net Investment Income | 109551 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 103591 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 138 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 300 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 438 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 65000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 65000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 65438 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 65000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 212853 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 109551 | NetInvestmentIncome |
| Adjusted Net Income | 103591 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1394 | CashBOY |
| Cash EOY | 1394 | CashEOY |
| Cash EOYFMV | 1394 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 29879 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3628 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3628 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 862 | AccountsReceivable |
| Accounts Receivable BOY | 1000 | AccountsReceivableBOY |
| Accounts Receivable EOY | 862 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 862 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 242447 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 481689 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 450815 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 274720 | TotalAssetsBOY |
| Total Assets EOY | 487573 | TotalAssetsEOY |
| Total Assets EOYFMV | 456699 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 274720 | UnrestrictedBOY |
| Unrestricted EOY | 487573 | UnrestrictedEOY |
| Total Net Assets BOY | 274720 | TotalNetAssetsBOY |
| Total Net Assets EOY | 487573 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 274720 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 487573 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 274720 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 212853 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 487573 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 487573 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| AMERICAN CAP AGY | 405163 | 350475 | 54688 | 54688 | |||
| SPIRIT RLTY | 224836 | 210000 | 14836 | 14836 | 2012-09-19 | 2012-10-05 | |
| CITIGROUP CAP VII | 50166 | 46845 | 3321 | 3321 | 2010-07-15 | 2012-06-12 | |
| CAPITAL GAINS DIVIDENDS | 2639 | 2639 | 2639 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 75484 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 69524 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 60000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 172196 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.348440 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 60000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 140667 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.426539 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 39650 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 58824 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.674045 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 59930 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 108568 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.552004 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 59811 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 143336 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.417278 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.418306 | TotalDistributionRatio |
| Average Distribution Ratio | 0.483661 | AverageDistributionRatio |
| Net Noncharitable Assets | 408930 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 197783 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1096 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 198879 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 65000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2191 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2191 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2191 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 862 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 862 | TotalCreditsAndPayments |
| Tax Due | 1329 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT L MILLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9417474483 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3912 WATER ST | AddressLine1 |
| City | ELLENTON | City |
| State | FL | State |
| ZIP Code | 34222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES L GREEN | ||||||||
| 1316 RIVERVIEW CIRCLE | BRADENTON | FL | 34209 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| ROBERT L MILLER | ||||||||
| 3912 WATER ST | ELLENTON | FL | 34222 | AGENT | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE TRUST PROVIDES EDUCATIONAL ASSISTANCE TO STUDENTS. FUNDING FOR 2011 WAS THROUGH TWO SCHOOL DISTRICTS DIRECTLY AND ONE EDUCATIONAL PROGRAM WHICH IS PART OF A THIRD SCHOOL DISTRICT. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 403346 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11811 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 415157 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 415157 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6227 | CashDeemedCharitable |
| Net Noncharitable Assets | 408930 | NetNoncharitableAssets |
| Minimum Investment Return | 20447 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 65000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 65000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 65000 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 20447 | CurrentYear |
| Year1 | 6881 | Year1 |
| Year2 | 7033 | Year2 |
| Year3 | 2941 | Year3 |
| Total | 37302 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 17380 | CurrentYear |
| Year1 | 5849 | Year1 |
| Year2 | 5978 | Year2 |
| Year3 | 2500 | Year3 |
| Total | 31707 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 65000 | CurrentYear |
| Year1 | 60000 | Year1 |
| Year2 | 60000 | Year2 |
| Year3 | 39700 | Year3 |
| Total | 224700 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 65000 | CurrentYear |
| Year1 | 60000 | Year1 |
| Year2 | 60000 | Year2 |
| Year3 | 39700 | Year3 |
| Total | 224700 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 13631 | CurrentYear |
| Year1 | 5740 | Year1 |
| Year2 | 4689 | Year2 |
| Year3 | 1961 | Year3 |
| Total | 26021 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT L MILLER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3912 WATER ST | AddressLine1 |
| City | ELLENTON | City |
| State | FL | State |
| ZIP Code | 34222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9417474483 | RecipientPhoneNumber |
| Form And Info And Materials | AT THIS TIME APPLICATIONS ARE ONLY ACCEPTED THROUGH SPONSORING ORGANIZATIONS. SPONSORING ORGANIZATIONS ARE PUBLIC SCHOOL DISTRICTS, COUMMUNITY FOUNDATIONS, OR OTHER COMMUNITY SUPPORTING ORGANIZATIONS SUCH AS CIVIC ORGANIZATIONS ETC. SUCH SPONSORING ORGANIZATIONS MUST BE PREPARED TO ESTABLISH A SELECTION COMMITTEE TO SELECT AND MONITOR THE PROGRESS OF STUDENTS SELECTED. THE SPONSORING ORGANIZATION MUST ALSO BE PREPARED TO ADMINISTER THE SCOLARSHIPS, OR SUBMIT A PLAN FOR ADMINISTRATION OF THE SCHOLARSHIPS. EACH SPONSORING ORGANIZATION IS SUBJECT TO QUALITY ASSURANCE INSPECTIONS BY REPRESENTATIVES OF THE GREEN CHARITABLE TRUST. SEE FOOTNOTE FOR ADDITIONAL INFORMATION. | FormAndInfoAndMaterials |
| Submission Deadlines | JULY 31 OF EACH YEAR FOR FALL AWARDS. | SubmissionDeadlines |
| Restrictions On Awards | SEE APPLICATION FORMAT & REQUIRED CONTENTS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| EAST RICHLAND SCHOOL DISTRICT | |||||||
| PO BOX 685 | OLNEY | IL | 62450 | NONE | N/A | SCHOLARSHIPS | $20,000 |
| PACE CENTER FOR GIRLS INC | |||||||
| 3508 26TH STREET WEST | BRADENTON | FL | 34205 | NONE | N/A | PROGRAM ASSISTANCE | $25,000 |
| RED HILL SCHOOL DISTRICT | |||||||
| 1250 JUDY AVE | BRIDGEPORT | IL | 62417 | NONE | N/A | SCHOLARSHIPS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 65000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 25 | ExclusionCode |
| Exclusion | $34,067 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $75,484 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $109,551 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 109551 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JAMES L MARY J GREEN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1316 RIVERVIEW CIRCLE | AddressLine1 |
| City | BRADENTON | City |
| State | FL | State |
| ZIP Code | 34209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 168740 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 5500 SHARES AMERICAN CAPITAL AGENCY | NoncashPropertyDescription |
| Fair Market Value | 168740 | FairMarketValue |
| Date Received | 2012-04-20 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WINDSTREAM CORP | 106689 | 82800 |
| PROSPECT CAP CORP | 277500 | 271750 |
| WHITEHORSE FIN, INC | 97500 | 96265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 300 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | Category |
| Amount | $138 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments