GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-06-27
IRS object ID
201201799349100010
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-06-27T13:00:56-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN131610809EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIEDMAN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 EAGLE ROCK AVENUE STE 200AddressLine1
CityEAST HANOVERCity
StateNJState
ZIP Code07936ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN276946683EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE GREENBLATT FAMILY CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGREENameControl
Phone2127365100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 STEWART ROADAddressLine1
CitySHORT HILLSCity
StateNJState
ZIP Code07078ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM GREENBLATTName
TitleTRUSTEETitle
Phone2127365100Phone
Date Signed2012-06-26DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSCOTT TESTAName
PTINP00003620PTIN
Phone9739293500Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2057624FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss795InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm795InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss40878DividendsRevAndExpnss
Dividends Net Invst Incm40878DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss525NetGainSaleAssetsRevAndExpnss
Gross Sales Price165389GrossSalesPrice
Capital Gain Net Incm Net Invst Incm525CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses42198TotalRevenueAndExpenses
Total Net Investment Income42198TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss4TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss910OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm30OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss914TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm30TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss64450ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps64450ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss65364TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm30TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps64450TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-23166ExcessOfRevenueOverExpenses
Net Investment Income42168NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY2000002CashBOY
Cash EOY156697CashEOY
Cash EOYFMV156697CashEOYFMV
Investments Corp Stock BOY0InvestmentsCorpStockBOY
Investments Corp Stock EOY1820139InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1900927InvestmentsCorpStockEOYFMV
Total Assets BOY2000002TotalAssetsBOY
Total Assets EOY1976836TotalAssetsEOY
Total Assets EOYFMV2057624TotalAssetsEOYFMV
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 BOY2000002RetainedEarningsBOY
Retained Earnings EOY1976836RetainedEarningsEOY
Total Net Assets BOY2000002TotalNetAssetsBOY
Total Net Assets EOY1976836TotalNetAssetsEOY
Total Liabilities Net Assets BOY2000002TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1976836TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2000002TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-23166ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1976836Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1976836TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
320 SHS ABBOTT LABORATORIESP2011-03-162011-03-171500915101-92-92
150 SHS CHEVRON CORPORATIONP2011-03-162011-03-171532215166156156
195 SHS COLGATE PALMOLIVE COP2011-03-162011-03-171496115011-50-50
345 SHS DOMINION RESOURCES INCP2011-03-162011-03-171498515156-171-171
185 SHS EXXON MOBIL CORPP2011-03-162011-03-171493714987-50-50
360 SHS HEWLETT PACKARD COP2011-03-162011-03-171498114738243243
185 SHS LOCKHEED MARTIN CORPP2011-03-162011-03-171487014701169169
600 SHS MICROSOFT CORPP2011-03-162011-03-171506114880181181
240 SHS PEPSICO INCP2011-03-162011-03-171512715025102102
250 SHS PROCTER & GAMBLE COP2011-03-162011-03-171505715058-1-1
190 SHS UNITED TECHNOLOGIES CORPP2011-03-162011-03-1715079150413838
FieldValueIRS element (for citing)
Capital Gain Net Income525CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year11970002NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Total Distribution Ratio0.0TotalDistributionRatio
Average Distribution Ratio0.0AverageDistributionRatio
Net Noncharitable Assets1986066NetNoncharitableAssets
Adjusted Noncharitable Assets0AdjustedNoncharitableAssets
One Percent Net Investment Income422OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One422AdjNonchrtblAssetsAndOnePct
Qualifying Distributions64450QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax422InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal422Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income422TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due422TaxDue

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 WithNJStatesFiledWith
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 NameFRIEDMAN LLPBooksInCareOfPersonName
Books In Care Of Phone Number9739293500BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1100 EAGLE ROCK AVENUE SUITE 200AddressLine1
CityEAST HANOVERCity
StateNJState
ZIP Code07936ZIPCode
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 Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM M GREENBLATT
45 STEWART ROADSHORT HILLSNJ07078TRUSTEE1.00000
JUDITH S GREENBLATT
45 STEWART ROADSHORT HILLSNJ07078TRUSTEE1.00000
STEVEN JACOB GREENBLATT
45 STEWART ROADSHORT HILLSNJ07078TRUSTEE1.00000
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)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1561996AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances454315AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2016311TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets2016311AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable30245CashDeemedCharitable
Net Noncharitable Assets1986066NetNoncharitableAssets
Minimum Investment Return99303MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return99303MinimumInvestmentReturn
Tax Based On Investment Income422TaxBasedOnInvestmentIncome
Total Tax422TotalTax
Distributable Amount Before Adj98881DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded98881DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted98881DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions64450ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions64450QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm422OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions64028AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted98881DistributableAmountAsAdjusted
Undistributed Income Prior Year8632UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions64450QualifyingDistributions
Applied To Year18632AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year55818AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY43063UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM M GREENBLATTContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ROOM TO SOAR - SUMMIT JEWISH COMMUNITY CENTER
67 KENT PLACE BOULEVARDSUMMITNJ07901NONE501(C)(3)NON-RESTRICTED$15,700
ECLC FOUNDATION OF NJ
100 PASSAIC AVENUECHATHAMNJ07928NONE501(C)(3)NON-RESTRICTED$25,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003NONE501(C)(3)NON-RESTRICTED$5,500
JEWISH VOCATIONAL SERVICE
111 PROSPECT STREETEAST ORANGENJ07017NONE501(C)(3)NON-RESTRICTED$750
GOLDA OCH ACADEMY
122 GREGORY AVENUEWEST ORANGENJ07052NONE501(C)(3)NON-RESTRICTED$1,000
THE RACHEL COALITION
256 COLUMBIA TPK SUITE 105FLORHAM PARKNJ07932NONE501(C)(3)NON-RESTRICTED$500
CITY PARK FOUNDATION
830 FIFTH AVENUENEW YORKNY10065NONE501(C)(3)NON-RESTRICTED$2,100
AMERICAN JEWISH COMMITTEE
225 MILLBURN AVENUE SUITE 305MILLBURNNJ07041NONE501(C)(3)NON-RESTRICTED$1,600
CORDOZO LAW SCHOOL
55 FIFTH AVENUENEW YORKNY10003NONE501(C)(3)NON-RESTRICTED$1,000
SOPAC
1 SOPAC WAYSOUTH ORANGENJ07079NONE501(C)(3)NON-RESTRICTED$600
SUCCESS CHARTER NETWORK
310 LENOX AVENUE 2ND FLOORNEW YORKNY10027NONE501(C)(3)NON-RESTRICTED$10,000
PRESTON ROBERT TISCH BRAIN TUMOR CENTER
DUKE UNIVERSITY MEDICAL CENTERDURHAMNC27710NONE501(C)(3)NON-RESTRICTED$200
SHORE FRIENDS OF CAMP OAK
111 MONMOUTH ROADOAKHURSTNJ07755NONE501(C)(3)NON-RESTRICTED$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year64450TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$795ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$40,878ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$525ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$42,198ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA42198TotalPartXVIA

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockBARCLAYSNameOfStock
EOY Book Value1820139EOYBookValue
EOYFMV1900927EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES30300
STATE FILING FEES3000
FEDERAL FILING FEES85000

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationRETURN IS BEING FILED LATE DUE TO PREPARER OVERSIGHT. THIS IS THE FIRST FULL YEAR OF THE FOUNDATION AND THE RETURN WAS NOT PROPERLY ADDED TO THE DUE DATE REPORT.Explanation

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategory
Amount$4Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.