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THE@PATRICK T AND SUE C GREENE FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE@PATRICK T AND SUE C GREENE FAMILY FOUNDATION (EIN 38-3465666)
Tax period
2010-02-01 to 2011-01-31
Filed
2011-12-14
IRS object ID
201143489349100004
Schema version
2010v3.4
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)
Timestamp2011-12-14T13:57:33-06:00Timestamp
Tax Period End Date2011-01-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-02-01TaxPeriodBeginDate

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 Signed2011-12-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2165231010Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY20557FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses0TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
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 Expnss150OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm150OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss150TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm150TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss350ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps350ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss500TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm150TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps350TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-500ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1768CashBOY
Cash EOY1268CashEOY
Cash EOYFMV1268CashEOYFMV
Investments Corp Stock BOY26208InvestmentsCorpStockBOY
Investments Corp Stock EOY26208InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV19289InvestmentsCorpStockEOYFMV
Total Assets BOY27976TotalAssetsBOY
Total Assets EOY27476TotalAssetsEOY
Total Assets EOYFMV20557TotalAssetsEOYFMV
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 BOY27976RetainedEarningsBOY
Retained Earnings EOY27476RetainedEarningsEOY
Total Net Assets BOY27976TotalNetAssetsBOY
Total Net Assets EOY27476TotalNetAssetsEOY
Total Liabilities Net Assets BOY27976TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY27476TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY27976TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-500ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal27476Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY27476TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year11170QualifyingDistributionsYear1
Noncharitable Assets Year120945NoncharitableAssetsYear1
Distribution Ratio Year10.055861DistributionRatioYear1
Qualifying Distributions Year21000QualifyingDistributionsYear2
Noncharitable Assets Year223338NoncharitableAssetsYear2
Distribution Ratio Year20.042849DistributionRatioYear2
Qualifying Distributions Year34100QualifyingDistributionsYear3
Noncharitable Assets Year332070NoncharitableAssetsYear3
Distribution Ratio Year30.127845DistributionRatioYear3
Qualifying Distributions Year41227QualifyingDistributionsYear4
Noncharitable Assets Year428312NoncharitableAssetsYear4
Distribution Ratio Year40.043339DistributionRatioYear4
Qualifying Distributions Year51360QualifyingDistributionsYear5
Noncharitable Assets Year524540NoncharitableAssetsYear5
Distribution Ratio Year50.055420DistributionRatioYear5
Total Distribution Ratio0.325314TotalDistributionRatio
Average Distribution Ratio0.065063AverageDistributionRatio
Net Noncharitable Assets21867NetNoncharitableAssets
Adjusted Noncharitable Assets1423AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1423AdjNonchrtblAssetsAndOnePct
Qualifying Distributions350QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

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 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 (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 Securities20624AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1576AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets22200TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets22200AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable333CashDeemedCharitable
Net Noncharitable Assets21867NetNoncharitableAssets
Minimum Investment Return1093MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1093MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj1093DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1093DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1093DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions350ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions350QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions350AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1093DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year3913ExcessDistriCarryoverYear3
Excess Distri Carryover Year1123ExcessDistriCarryoverYear1
Total Excess Distri Carryover1036TotalExcessDistriCarryover
Qualifying Distributions350QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year350AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus743ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY743ExcessDistriCyovAppliedCY
Total Corpus293TotalCorpus
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 Year293ExcessDistriCyovToNextYear
Excess From Year3170ExcessFromYear3
Excess From Year1123ExcessFromYear1

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
FRANKLIN COMMUNITY CHURCH
26425 WELLINGTON ROADFRANKLINMI48025N/ACHURCHTO FURTHER THE GOALS OF THE ORGANIZATION$100
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601N/APUBLIC CHARITYTO FURTHER THE GOALS OF THE ORGANIZATION$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year350TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

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 Stock912 CISCO SYS SHARESNameOfStock
EOY Book Value26208EOYBookValue
EOYFMV19289EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionUBS ANNUAL FEEDescription
Revenue And Expenses Per Books150RevenueAndExpensesPerBooks
Net Investment Income150NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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