STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE GREENE FAMILY CHARITABLE: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE GREENE FAMILY CHARITABLE (EIN 45-5187644)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-12-05
IRS object ID
201603409349100050
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-12-05T06:34:18-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRUCE D SOULE CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19073 SHOAL CREEK DRIVEAddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32312ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455187644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREENE FAMILY CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone9544767011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18551 WEST SUNRISE BLVDAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33322ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMIL A AKARPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9544767011PhoneNum
Signature2016-11-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE D SOULEPreparerPersonNm
Phone8508943135PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$63,299FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$778DividendsRevAndExpnssAmt
Dividends Net Invst Incm$778DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$778TotalRevAndExpnssAmt
Total Net Invst Incm$778TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,976ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,476TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,698ExcessRevenueOverExpensesAmt
Net Investment Income$278NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$85,942SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$73,744SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$63,299SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$85,942TotalAssetsBOYAmt
Total Assets EOY$73,744TotalAssetsEOYAmt
Total Assets EOYFMV$63,299TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$85,942UnrestrictedBOYAmt
Unrestricted EOY$73,744UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$85,942TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$73,744TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$85,942TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$73,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$85,942TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,698ExcessRevenueOverExpensesAmt
Subtotal$82,244SubtotalAmt
Other Decreases$8,500OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$73,744TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 SHS AGENUSP2015-05-262015-07-01$1,665$0$1,466$199$0$0$0$199
112 SHS ALASKA AIR GROUPP2015-03-122015-04-13$7,062$0$7,533-$471$0$0$0-$471
400 SHS ALTISOURCE PORT SOLUTIONSP2015-06-102015-12-24$12,846$0$11,660$1,186$0$0$0$1,186
100 SHS ALTISOURCE PORT SOLUTIONSP2015-09-252015-12-24$3,212$0$2,545$667$0$0$0$667
350 SHS CABLEVISION SYS NY GROUPP2013-10-282015-01-23$6,831$0$5,566$1,265$0$0$0$1,265
500 SHS CORNING INCP2015-11-052015-12-28$9,163$0$9,681-$518$0$0$0-$518
400 SHS FREEPORT MCMORANP2015-02-042015-05-01$9,313$0$7,403$1,910$0$0$0$1,910
300 SHS GENWORTH FINANCIALP2015-03-242015-08-05$1,658$0$2,351-$693$0$0$0-$693
300 SHS HCP INCP2013-12-262015-02-04$13,546$0$11,083$2,463$0$0$0$2,463
125 SHS HDFC BK LTD ADRP2015-03-122015-10-09$7,954$0$7,735$219$0$0$0$219
55 SHS HARMAN INTL INDSP2015-03-122015-04-30$7,097$0$7,399-$302$0$0$0-$302
300 SHS KRISPY KREME DOUGHNUTP2015-04-272015-07-20$5,472$0$5,903-$431$0$0$0-$431
250 SHS PVANDA PHARMS INCP2014-10-272015-09-21$3,285$0$2,861$424$0$0$0$424
4 SHS NORDIC AMERN OFFSHR LTDP2014-08-132015-01-22$31$0$72-$41$0$0$0-$41
500 SHS NORDIC AMERN TANKERP2014-06-172015-01-21$5,232$0$4,564$668$0$0$0$668
500 SHS ROVI CORPP2015-07-162015-07-31$5,577$0$7,280-$1,703$0$0$0-$1,703
150 SHS SPLUNK INCP2015-02-182015-04-27$10,096$0$9,975$121$0$0$0$121
100 SHS SANOFI SPON ADRP2014-11-202015-08-14$5,180$0$4,750$430$0$0$0$430
500 SHS VIVUS INCP2013-10-282015-07-31$744$0$4,894-$4,150$0$0$0-$4,150
500 SHS VIVUS INCP2014-03-262015-07-31$744$0$2,936-$2,192$0$0$0-$2,192
500 SHS VIVUS INCP2014-10-162015-07-31$744$0$1,853-$1,109$0$0$0-$1,109
300 SHS WEIGHT WATCHERS INTLP2014-09-292015-03-24$2,318$0$8,633-$6,315$0$0$0-$6,315
FieldValueIRS element (for citing)
Capital Gain Net Income-$8,373CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,759NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Net Vl Noncharitable Assets Yr1$82,063NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$72,120NetVlNoncharitableAssetsAmt
Net Investment Income Pct$3NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6SubtotalAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$6TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEMIL A AKARIndividualWithBooksNm
Phone9544767011PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18551 W SUNRISE BLVDAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP333224007ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

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
EMIL A AKAR
8551 W SUNRISE BLVDPLANTATIONFL33322DIRECTOR1.00$0$0$0
CHRISTINE E AKAR
8551 W SUNRISE BLVDPLANTATIONFL33322DIRECTOR1.00$0$0$0
ROBERT LARRICK
8551 W SUNRISE BLVDPLANTATIONFL33322DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$73,218AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$73,218TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$73,218AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,098CashDeemedCharitableAmt
Net Vl Noncharitable Assets$72,120NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,606MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,606MinimumInvestmentReturnAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$3,600DistributableBeforeAdjAmt
Distributable Before Ded$3,600DistributableBeforeDedAmt
Distributable As Adjusted$3,600DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,600DistributableAsAdjustedAmt
Undistributed Income PY$3,976UndistributedIncomePYAmt
Taxable2$3,976Taxable2Amt
Undistributed Income CY$3,600UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SYLVESTER COMP CANCER CTRBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 248073AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33124ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeRESEARCHGrantOrContributionPurposeTxt
Amt$3,976Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,976TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$778RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$8,373RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$7,595RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$7,595TotalIncomeProducingActyAmt

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
EXCISE TAX$127
CAPITAL LOSS FOR 2015$8,373