GREENWALD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GREENWALD FOUNDATION (EIN 38-2640444)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-14
- IRS object ID
- 202220739349100202
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-14T07:54:52-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840795096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALBY WENDLAND & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1150 | AddressLine1Txt |
| City | GLENWOOD SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 816021150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382640444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWALD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9709258153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1150 | AddressLine1Txt |
| City | GLENWOOD SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENDA GREENWALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9709258153 | PhoneNum |
| Signature | 2022-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GLENDA | PersonFirstNm |
| Person Last | GREENWALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA L CUNNINGHAM CPA | PreparerPersonNm |
| PTIN | P00233808 | PTIN |
| Phone | 9709458575 | PhoneNum |
| Preparation | 2022-03-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,657,916 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $550,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $123,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $503,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,252,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $503,673 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,177,549 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $627,549 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,668 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $3,057 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,057 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $63 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,601 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,560,915 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,560,915 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,651,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,624,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$473,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $617,249 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,713 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,713 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,859 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,244,587 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,912,741 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,488,493 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,192 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,192 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $16,290 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,710 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,710 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,313,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,082,164 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,657,916 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,185 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $693 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500,848 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,878 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500,848 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,031,179 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,031,179 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,280,520 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,550,137 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,311,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,581,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,313,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,082,164 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,311,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$473,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,838,072 | SubtotalAmt |
| Other Decreases | $256,756 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,581,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,252,630 | GrossSalesPriceAmt |
| Cost Or Other Basis | $748,957 | CostOrOtherBasisAmt |
| Gain Or Loss | $503,673 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $503,673 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $503,673 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,290 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,290 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,710 | OverpaymentAmt |
| Applied To ES Tax | $7,710 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALBY WENDLAND & CO PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9709458575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1150 | AddressLine1Txt |
| City | GLENWOOD SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GLENDA GREENWALD | ||||||||
| PO BOX 8290 | ASPEN | CO | 81612 | PRESIDENT | 6.00 | $0 | $0 | $0 |
| GERALD GREENWALD | ||||||||
| PO BOX 8290 | ASPEN | CO | 81612 | TREASURER/SECRETARY | 0.00 | $0 | $0 | $0 |
| SCOTT L GREENWALD | ||||||||
| PO BOX 8290 | ASPEN | CO | 81612 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| LIZABETH S GREENWALD | ||||||||
| PO BOX 8290 | ASPEN | CO | 81612 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRADLEY J GREENWALD | ||||||||
| PO BOX 8290 | ASPEN | CO | 81612 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOSHUA S GREENWALD | ||||||||
| PO BOX 8290 | ASPEN | CO | 81612 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,144,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,478,363 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,478,363 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,351,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $417,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $417,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,580 | TotalTaxAmt |
| Distributable Before Adj | $408,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $408,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $408,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,624,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,624,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,624,532 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $408,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $130,546 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $628,346 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $846,317 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,605,209 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,624,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $408,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,215,553 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,820,762 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,820,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $130,546 | ExcessFromYear3Amt |
| Excess From Year2 | $628,346 | ExcessFromYear2Amt |
| Excess From Year1 | $846,317 | ExcessFromYear1Amt |
| Excess From Current Year | $1,215,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GLENDA GREENWALD | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GERALD GREENWALD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8290 | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9709258153 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER OF REQUEST AND EXPLANATION OF WHY THE CONTRIBUTION IS NEEDED. DOCUMENTS ABOUT THE ORGANIZATION REQUESTING THE INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A SENSE OF HOME | |||||||||||||
| 3457 W EL SEGUNDO BLVD | HAWTHORNE | CA | 90250 | NONE | PC | OPERATING SUPPORT | $5,000 | ||||||
| BOTTOM LINE | |||||||||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | NONE | PC | OPERATING SUPPORT | $100,000 | ||||||
| CAMBODIAN-AMERICAN FOUNDATION FOR EDUCATION | |||||||||||||
| 788 LEXINGTON AVE SUITE 2 | NEW YORK | NY | 10065 | NONE | PC | OPERATING SUPPORT | $5,000 | ||||||
| CHILDHELP | |||||||||||||
| 6730 NORTH SCOTTSDALE ROAD SUITE | SCOTTSDALE | AZ | 85253 | NONE | PC | OPERATING SUPPORT | $5,000 | 150 | |||||
| COLLEGE MATCH LA | |||||||||||||
| 2706 MEDIA CENTER DRIVE | LOS ANGELES | CA | 90065 | NONE | PC | OPERATING SUPPORT | $250,000 | ||||||
| COLLEGE POSSIBLE | |||||||||||||
| 755 PRIOR AVENUE NORTH SUITE 210 | SAINT PAUL | MN | 55104 | NONE | PC | OPERATING SUPPORT | $50,000 | ||||||
| COLLEGE TRACK FOR COLORADO | |||||||||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | NONE | PC | OPERATING SUPPORT | $10,000 | ||||||
| DAVID LYNCH FOUNDATION | |||||||||||||
| 228 E 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | OPERATING SUPPORT | $25,000 | ||||||
| DO SOMETHING | |||||||||||||
| 19 WEST 21ST STREET 8TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | OPERATING SUPPORT | $1,000 | ||||||
| FOOD BANK OF THE ROCKIES | |||||||||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | NONE | PC | OPERATING SUPPORT | $5,000 | ||||||
| HOSPITAL FOR SICK KIDS - TORONTO | |||||||||||||
| NONE | PC | OPERATING SUPPORT | $3,932 | 525 UNIVERSITY AVE SUITE 835 | TORONTO | ONTARIO | CA | MSG 2L3 | |||||
| LEADERSHIP ENTERPRISE FOR A DIVERSE AMERICA | |||||||||||||
| 501 SEVENTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | OPERATING SUPPORT | $1,000 | ||||||
| LEAVING LEGACIES FOUNDATION | |||||||||||||
| 12608 ELGIN TERRAGE | LAKEWOOD RANCH | FL | 34202 | NONE | PC | OPERATING SUPPORT | $20,000 | ||||||
| LOS ANGELES MISSION | |||||||||||||
| PO BOX 54059 | LOS ANGELES | CA | 90054 | NONE | PC | OPERATING SUPPORT | $5,000 | ||||||
| MAYO CLINIC | |||||||||||||
| DEPARTMENT OF DEVELOPMENT 200 FIRST | ROCHESTER | MN | 55905 | NONE | PC | OPERATING SUPPORT | $10,000 | ST SW | |||||
| MOUNT SINAI HEALTH SYSTEM | |||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | NONE | PC | OPERATING SUPPORT | $750,000 | ||||||
| NATIONAL COLLEGE ATTAINMENT NETWORK | |||||||||||||
| 6218 GEORGIA AVE NW STE 1-405 | WASHINGTON | DC | 20011 | NONE | PC | OPERATING SUPPORT | $7,500 | ||||||
| NETWORK FOR GOOD | |||||||||||||
| 7920 NORFOLK AVENUE SUITE 520 | BETHESDA | MD | 02114 | NONE | PC | OPERATING SUPPORT | $15,150 | ||||||
| OJAI EARTH INC | |||||||||||||
| 176 N ALVARADO ST | OJAI | CA | 93023 | NONE | PC | OPERATING SUPPORT | $10,000 | ||||||
| OUTER COAST COLLEGE | |||||||||||||
| PO BOX 6573 | SITKA | AK | 99835 | NONE | PC | OPERATING SUPPORT | $10,000 | ||||||
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | OPERATING SUPPORT | $10,000 | ||||||
| PEER FORWARD | |||||||||||||
| 1763 COLUMBINE ROAD NW 2ND FLOOR | WASHINGTON | DC | 20009 | NONE | PC | OPERATING SUPPORT | $83,333 | ||||||
| SCHOLAR MATCH | |||||||||||||
| PO BOX 29090 | SAN FRANCISCO | CA | 94129 | NONE | PC | OPERATING SUPPORT | $15,000 | ||||||
| ST LUKES MEDICAL FOUNDATION | |||||||||||||
| 1101 OAKRIDGE DRIVE SUITE B | FORT COLLINS | CO | 80525 | NONE | PC | OPERATING SUPPORT | $5,000 | ||||||
| STRAY DOG THEATRE | |||||||||||||
| 5336 TENNESSEE AVENUE | ST LOUIS | MO | 63104 | NONE | PC | OPERATING SUPPORT | $500 | ||||||
| THE ASPEN INSTITUTE | |||||||||||||
| 1000 NORTH THIRD STREET | ASPEN | CO | 81611 | NONE | PC | OPERATING SUPPORT | $5,000 | ||||||
| UNION AVE OPERA | |||||||||||||
| 733 UNION BLVD | ST LOUIS | MO | 63108 | NONE | PC | OPERATING SUPPORT | $500 | ||||||
| UNIVERSITY CITY EDUCATION FOUNDATION | |||||||||||||
| 7 PRINCETON AVE | ST LOUIS | MO | 63130 | NONE | PC | OPERATING SUPPORT | $2,000 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| UNIVERSITY ADVANCEMENT | LOS ANGELES | CA | 900894017 | NONE | PC | OPERATING SUPPORT | $100,000 | ||||||
| WILDWOOD SCHOOL | |||||||||||||
| 11811 OLYMPIC BLVD | LOS ANGELES | CA | 90064 | NONE | PC | OPERATING SUPPORT | $10,000 | ||||||
| WINTER OPERA - ST LOUIS | |||||||||||||
| 2324 MARONI AVE | ST LOUIS | MO | 63108 | NONE | PC | OPERATING SUPPORT | $1,000 | ||||||
| WOOF DOG RESCUE | |||||||||||||
| 14 EAST 60TH STREET SUITE 500 | NEW YORK | NY | 10022 | NONE | PC | OPERATING SUPPORT | $5,000 | ||||||
| WORKS OF WONDER INTERNATIONAL | |||||||||||||
| 5162 FIRST COAST HIGHWAY | FERNANDINA BEACH | FL | 32304 | NONE | PC | OPERATING SUPPORT | $10,000 | ||||||
| WORLD JEWISH CONGRESS FOUNDATION | |||||||||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | OPERATING SUPPORT | $25,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,560,915 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,876 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $503,673 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $627,549 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $627,549 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD AND GLENDA GREENWALD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 RED MOUNTAIN RD | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $550,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $550,000 | FairMarketValueAmt |
| Received | 2020-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Amt | $13,335 | Amt |
| Net Investment Income | $6,668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS HELD AT FIDELITY INVESTMENT | StockNm |
| EOY Book Value | $4,912,741 | EOYBookValueAmt |
| EOYFMV | $9,488,493 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX RECEIVABLE | Desc |
| BOY Book Value | $16,290 | BOYBookValueAmt |
| EOY Book Value | $7,710 | EOYBookValueAmt |
| EOYFMV | $7,710 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON DONATIONS OF SECURITIES RECEIVED IN CURRENT YEAR | Desc |
| Amt | $256,756 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES/SUPPLIES | $2,008 | $483 | $1,381 |
| MEALS AND ENTERTAINMENT | $446 | $0 | $0 |
| EVERGREEN PRIZE MANAGEMENT | $61,423 | $0 | $61,423 |
| CONTRACT LABOR | $920 | $92 | $368 |
| MISC. CONTRIBUTIONS | $429 | $0 | $429 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD BALANCE | $584 | $424 |
| MARGIN BALANCE | $109 | $500,424 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $8,580 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |