GREEN GALS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GREEN GALS FAMILY FOUNDATION (EIN 92-3069352)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202631249349100123
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T07:43:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461622029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN MONROE ADMINISTRATIVE SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W MONROE ST SUITE 5000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 923069352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN GALS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2129842329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 SAN YSIDRO ROAD I | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL H GREEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129842329 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KORTE | PreparerPersonNm |
| PTIN | P00047283 | PTIN |
| Phone | 3129774330 | PhoneNum |
| Preparation | 2026-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,297,616 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,830,242 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $122 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $122 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $122 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,639 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,639 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,764,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,762,987 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,798,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,764,748 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,761 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $621 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $190,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $216,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,751,734 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,751,734 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,968,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,751,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,169,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,764,748 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,761 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,680,522 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,488 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $154,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $154,000 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $2,734,418 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,083,950 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,136,128 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $432 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,415,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,245,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,297,616 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,415,372 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,245,438 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,415,372 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,245,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,415,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,245,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,415,372 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,169,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,245,438 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,245,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 116,164 SHS WISE PLC | 2024-12-29 | 2025-01-02 | $1,538,003 | $1,162 | $1,536,841 | $1,536,841 |
| 27,630 SHS WISE PLC | 2025-03-26 | 2025-03-28 | $337,247 | $337,247 | $337,247 | |
| 41,750 SHS WISE PLC | 2025-04-25 | 2025-04-30 | $542,120 | $542,120 | $542,120 | |
| 22,000 SHS WISE PLC | 2025-07-02 | 2025-07-03 | $309,364 | $309,364 | $309,364 | |
| 2,576 SHS ALIBABA GROUP HLDG | 2025-03-20 | 2025-05-22 | $37,430 | $15 | $37,415 | $37,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,762,987 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,068 | 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 | $38,068 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $362 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MITCHELL GREEN | IndividualWithBooksNm |
| Phone | 2129842329 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 PICACHO LANE | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MITCHELL GREEN | ||||||||
| 710 PICACHO DRIVE | MONTECITO | CA | 93108 | DIRECTOR/SECRETARY/TREASUER | 1.00 | $0 | $0 | $0 |
| LISA GREEN | ||||||||
| 710 PICACHO DRIVE | MONTECITO | CA | 93108 | DIRECTOR/PRESIDENT | 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 |
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 | $71,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,430 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,751,734 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,751,734 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $25,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,751,734 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,751,734 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,776,734 | 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 | $2,776,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $25,000 | ExcessFromYear1Amt |
| Excess From Current Year | $2,751,734 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MITCHELL GREEN | ContributingManagerNm |
| Contributing Manager | LISA GREEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | |||||||
| 725 COMMONWEALTH AVENUE | BOSTON | MA | 931081227 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| BOSTON UNIVERSITY | |||||||
| 726 COMMONWEALTH AVENUE | BOSTON | MA | 931081228 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| BOSTON UNIVERSITY | |||||||
| 727 COMMONWEALTH AVENUE | BOSTON | MA | 931081229 | NONE | PC | GENERAL OPERATING SUPPORT | $199,711 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | PC | GENERAL OPERATING SUPPORT | $1,428,571 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 279 MONTAUK HIGHWAY | WATER MILL | NY | 11976 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| BOSTON UNIVERSITY | |||||||
| 475 FRANKLIN STREET | FRAMINGHAM | MA | 01702 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | |||||||
| 400 WEST PUEBLO STREET | SANTA BARBARA | CA | 931020689 | NONE | PC | GENERAL OPERATING SUPPORT | $31,000 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | |||||||
| 401 WEST PUEBLO STREET | SANTA BARBARA | CA | 931020690 | NONE | PC | GENERAL OPERATING SUPPORT | $31,000 |
| ALL SAINTS BY THE SEA EPISCOPAL CHURCH | |||||||
| 83 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| US SNOW & SKI BOARD FOUNDATION | |||||||
| 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PC | GENERAL OPERATING SUPPORT | $268,500 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| JFS METROWEST NJ | |||||||
| 475 FRANKLIN STREET | FRAMINGHAM | MA | 01702 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| FRIENDS OF THE MORRO BAY FIRE DEPT | |||||||
| 595 HARBOR STREET | MORRO BAY | CA | 93442 | NONE | PC | GENERAL OPERATING SUPPORT | $21,175 |
| UNIVERSITY OF PENNSYLVANIA - WHARTON | |||||||
| 2929 WALNUT STREET SUITE 3000 | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| US SKI TEAM FOUNDATION | |||||||
| 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| US SKI TEAM FOUNDATION | |||||||
| 1 VICTORY LANE | PARK CITY | UT | 84061 | NONE | PC | GENERAL OPERATING SUPPORT | $322,500 |
| FRIENDSHIP CENTER | |||||||
| 89 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LAGUNA BLANCA SCHOOL | |||||||
| 4125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | NONE | PC | GENERAL OPERATING SUPPORT | $11,277 |
| CSU CHANNEL ISLANDS FOUNDATION | |||||||
| ONE UNIVERSITY DRIVE | CAMARILLO | CA | 930128599 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FOUNDATION TO COMBAT ANTI-SEMITISM | |||||||
| 84 STATE STREET | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING SUPPORT | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,751,734 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,639 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$33,431 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$31,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$31,670 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GREEN REVOCABLE TRUST | |||||||
| 1 | 710 PICACHO LANE | MONTECITO | CA | 93108 | $583,436 | Yes (X) | |
| GREEN REVOCABLE TRUST | |||||||
| 2 | 710 PICACHO LANE | MONTECITO | CA | 93108 | $44,977 | Yes (X) | |
| GREEN REVOCABLE TRUST | |||||||
| 3 | 710 PICACHO LANE | MONTECITO | CA | 93108 | $343,481 | Yes (X) | |
| GREEN REVOCABLE TRUST | |||||||
| 4 | 710 PICACHO LANE | MONTECITO | CA | 93108 | $538,592 | Yes (X) | |
| GREEN REVOCABLE TRUST | |||||||
| 5 | 710 PICACHO LANE | MONTECITO | CA | 93108 | $319,756 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 2,576 SHARES OF ALIBABA GROUP HOLDINGS | $44,977 | 2025-03-20 |
| 3 | 27,630 SHARES OF WISE PLC | $343,481 | 2025-03-26 |
| 4 | 41,750 SHARES OF WISE PLC | $538,592 | 2025-04-25 |
| 5 | 22,000 SHARES OF WISE PLC | $319,756 | 2025-07-02 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIFE INSURANCE POLICIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,083,950 | BookValueAmt |
| EOYFMV | $2,136,128 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE - MITCHELL & LISA GREEN | Desc |
| BOY Book Value | $432 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST OF LIFE INSURANCE | Desc |
| Revenue And Expenses Per Books | $190,751 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CSC FILING FEES & REPRESENTATION | CategoryTxt |
| Amt | $621 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GREEN REVOCABLE TRUST | |||
| 710 PICACHO LANE | MONTECITO | CA | 93108 |
| GREEN REVOCABLE TRUST | |||
| 710 PICACHO LANE | MONTECITO | CA | 93108 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $25,000 | $0 | $0 | $0 |
| STATE TAXES | $400 | $0 | $0 | $0 |