THE GREENE FAMILY CHARITABLE: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENE FAMILY CHARITABLE (EIN 45-5187644)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349102322
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T16:58:18-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE D SOULE CPA PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9073 SHOAL CREEK DRIVE | AddressLine1 |
| City | TALLAHASSEE | City |
| State | FL | State |
| ZIP Code | 32312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455187644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENE FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9544767011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 WEST SUNRISE BLVD | AddressLine1 |
| City | PLANTATION | City |
| State | FL | State |
| ZIP Code | 33322 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIL A AKAR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9544767011 | PhoneNum |
| Signature | 2014-04-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE D SOULE | PreparerPersonNm |
| Phone | 8508943135 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $83,718 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $974 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $6,957 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,202 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,931 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,202 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $29 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,202 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $74,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,718 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $74,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,718 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $74,213 | UnrestrictedBOYAmt |
| Unrestricted EOY | $83,490 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,332 | OtherIncreasesAmt |
| Subtotal | $83,490 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $83,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 250 SHS COFFEE HOLDING CO | P | 2012-12-19 | 2013-06-14 | $1,566 | $0 | $1,940 | -$374 | $0 | $0 | $0 | -$374 |
| 300 SHS KRISPY KREME DOUGHNUT | P | 2013-05-28 | 2013-07-01 | $5,324 | $0 | $4,146 | $1,178 | $0 | $0 | $0 | $1,178 |
| 400 SHS CORNING | P | 2013-04-25 | 2013-07-31 | $6,045 | $0 | $5,775 | $270 | $0 | $0 | $0 | $270 |
| 500 SHS E COMMERCE CHINA DANDANG | P | 2013-07-25 | 2013-08-13 | $5,456 | $0 | $4,382 | $1,074 | $0 | $0 | $0 | $1,074 |
| 500 SHS ANACOR PHAMACEUTICALS | P | 2013-06-25 | 2013-08-22 | $5,313 | $0 | $2,770 | $2,543 | $0 | $0 | $0 | $2,543 |
| 300 SHS ISHARES CHINA LARGE CAP | P | 2013-05-07 | 2013-09-19 | $11,600 | $0 | $11,579 | $21 | $0 | $0 | $0 | $21 |
| 500 SHS RAMBUS INC | P | 2013-09-25 | 2013-10-28 | $4,209 | $0 | $4,744 | -$535 | $0 | $0 | $0 | -$535 |
| 500 SHS GREAT LAKES DREDGE & DOCK | P | 2013-05-24 | 2013-11-19 | $4,348 | $0 | $4,160 | $188 | $0 | $0 | $0 | $188 |
| 260 SHS GENWORTH FINANCIAL | P | 2013-06-25 | 2013-12-16 | $3,838 | $0 | $2,832 | $1,006 | $0 | $0 | $0 | $1,006 |
| 350 SHS EDUCATION MANAGEMENT CORP | P | 2012-12-19 | 2013-08-27 | $2,802 | $0 | $1,971 | $831 | $0 | $0 | $0 | $831 |
| 500 SHS PETMEDEXPRESS | P | 2012-02-21 | 2013-07-19 | $7,372 | $0 | $6,080 | $1,292 | $0 | $0 | $0 | $1,292 |
| 500 SHS ENCANA CORP | P | 2011-11-21 | 2013-12-20 | $8,953 | $0 | $9,490 | -$537 | $0 | $0 | $0 | -$537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,957 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,202 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $158 | SubtotalAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $158 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EMIL A AKAR | IndividualWithBooksNm |
| Phone | 9544767011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 W SUNRISE BLVD | AddressLine1 |
| City | PLANTATION | City |
| State | FL | State |
| ZIP Code | 333224007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMIL A AKAR | ||||||||
| 8551 W SUNRISE BLVD | PLANTATION | FL | 33322 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE E AKAR | ||||||||
| 8551 W SUNRISE BLVD | PLANTATION | FL | 33322 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LARRICK | ||||||||
| 8551 W SUNRISE BLVD | PLANTATION | FL | 33322 | DIRECTOR | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $78,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,966 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $78,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $158 | TotalTaxAmt |
| Distributable Before Adj | $3,731 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,731 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,731 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,731 | DistributableAsAdjustedAmt |
| Undistributed Income CY | $3,731 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $974 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,957 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,931 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,931 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | FUNDS ARE EARNED AND MAINTAINED TO FULFILL EXEMPT PURPOSE |
| 8 | FUNDS ARE EARNED AND MAINTAINED TO FULLFIL EXEMPT PURPOSE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STOCK TRADING | Description |
| Amount | $8,332 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $29 | Amt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |