STRATEGY STUDIO / PUBLIC DATA EXPLORER

GREENWALD FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GREENWALD FAMILY FOUNDATION INC (EIN 46-0619349)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202043179349100824
Schema version
2019v5.0
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)
Return2020-11-12T09:51:40-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201693115PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DUQUAINE MELKA & KOPLIN SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12775 S MOORLAND RD SUITE 301AddressLine1Txt
CityNEW BERLINCityNm
State AbbreviationWIStateAbbreviationCd
ZIP531513718ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460619349EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENWALD FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone2623638661PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1632 OAKLAND AVENUEAddressLine1Txt
CityMUKWONAGOCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53149ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDARWIN N GREENWALDPersonNm
Person TitlePRESIDENT, TREASURERPersonTitleTxt
Phone2623633661PhoneNum
Signature2020-10-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS KOPLINPreparerPersonNm
PTINP00297237PTIN
Phone2629380697PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.37.240.203IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm09:51:40IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1E78179FD879C64513E0F995B7D6309608E066A0AtSubmissionCreationDeviceId
At Submission Filing Device Id00D822DF77867456616197F1760A752CC83F7FF2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,303,192FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$67,897InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$67,897InterestOnSavNetInvstIncmAmt
Gross Rents Rev And Expnss$2,634GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$2,634GrossRentsNetInvstIncmAmt
Total Rev And Expnss$70,531TotalRevAndExpnssAmt
Total Net Invst Incm$70,531TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,067LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm$1,067LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,150AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,749OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$3,749OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$15,930TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,634TaxesNetInvstIncmAmt
Taxes Adj Net Incm$13,296TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$32,703OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$32,703OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$55,599TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,784TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$50,815TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$92,099TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,784TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$50,815TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$36,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,568ExcessRevenueOverExpensesAmt
Net Investment Income$65,747NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,579CashBOYAmt
Cash EOY$25,508CashEOYAmt
Cash EOYFMV$25,508CashEOYFMVAmt
Sav And Temp Cash Invst BOY$388,101SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$367,604SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$367,604SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$4,910,080OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$4,910,080OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$4,910,080OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$4,910,080OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$5,324,760TotalAssetsBOYAmt
Total Assets EOY$5,303,192TotalAssetsEOYAmt
Total Assets EOYFMV$5,303,192TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,324,760NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,303,192NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,324,760TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,303,192TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,324,760TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,303,192TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,324,760TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,568ExcessRevenueOverExpensesAmt
Subtotal$5,303,192SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,303,192TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,315InvestmentIncomeExciseTaxAmt
Subtotal$1,315SubtotalAmt
Tax Based On Investment Income$1,315TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,759EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,759TotalPaymentsAndCreditsAmt
Overpayment$444OverpaymentAmt
Applied To ES Tax$444AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDARWIN N GREENWALDIndividualWithBooksNm
Phone2623638661PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1632 OAKLAND AVEAddressLine1Txt
CityMUKWONAGOCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53149ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DARWIN N GREENWALD
632 OAKLAND AVENUEMUKWONAGOWI53149PRESIDENT, T000.00$0$0$0
DONNA E GREENWALD
632 OAKLAND AVEMUKWONAGOWI53149VP, SECRETAR000.00$0$0$0
DARWIN D GREENWALD
1243 FOX RIVER COURTMUKWANGOWI53149DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,910,080AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$407,215AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,317,295TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,317,295AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$79,759CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,237,536NetVlNoncharitableAssetsAmt
Minimum Investment Return$261,877MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$261,877MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,315TaxBasedOnInvestmentIncomeAmt
Total Tax$1,315TotalTaxAmt
Distributable Before Adj$260,562DistributableBeforeAdjAmt
Distributable Before Ded$260,562DistributableBeforeDedAmt
Distributable As Adjusted$260,562DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,500ExpensesAndContributionsAmt
Qualifying Distributions$36,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$36,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$260,562DistributableAsAdjustedAmt
Undistributed Income PY$36,483UndistributedIncomePYAmt
Qualifying Distributions$36,500QualifyingDistributionsAmt
Applied To Year1$36,483AppliedToYear1Amt
Applied To Current Year$17AppliedToCurrentYearAmt
Undistributed Income CY$260,545UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MUKWONAGO SCHOOL DISTRICT
385 E VETERANS WAYMUKWONAGOWI53149TO FURTHER THEIR EDUCATIONAL PURPOSE$20,500
FIRST CONGREGATIONAL CHURCH OF MUKW
231 ROBERTS DRMUKWONAGOWI53149TO FURTHER THEIR RELIGIOUS PURPOSE$16,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,897ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$67,897ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,897TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,150Amt
Net Investment Income$2,150NetInvestmentIncomeAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,067LegalFeesAmt
Adjusted Net Income$1,067AdjustedNetIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
UTILITIES$4,748$4,748
MAINTENANCE AND REPAIRS$16,260$16,260
INSURANCE$11,262$11,262
SECURITY$433$433

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

FieldValueIRS element (for citing)
PersonGREENWALD FAMILY LTD PTNR NOTEPersonNm
FieldValueIRS element (for citing)
Loan Original$5,410,080LoanOriginalAmt
Balance Due$4,910,080BalanceDueAmt
Note2016-09NoteDt
Loan Maturity2025-08LoanMaturityDt
Repayment TermsINT. ONLY ANNUAL, BALLOONRepaymentTermsTxt
Interest0.0122InterestRt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$3,749Amt
Adjusted Net Income$3,749AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
REAL ESTATE TAXES$13,296$13,296
LAND RENTAL$2,634$2,634