Lenore S & Bernard A Greenberg Fund in Beverly Hills, California (CA)

Lenore S & Bernard A Greenberg Fund
Employer Identification Number (EIN)	954300830
Name of Organization	Lenore S & Bernard A Greenberg Fund
In Care of Name	Caskey Et Al
Address	1009 N Roxbury Dr, Beverly Hills, CA 90210-3021
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	11/1992
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	04/2014
Assets	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$3,269,887
Amount of Income	$3,662,166
Form 990 Revenue Amount	$201,177

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$1,774,466	$1,584,481	$0
Contributions, gifts, grants, etc., received	$1,857,250
Interest on savings and temporary cash investments	$916
Dividends and interest from securities	$0
Gross rents	$0
Gross sales price for all assets	$1,804,000
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$758,520	$0	$0	$696,870
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$61,650	$0		$0
Contributions, gifts, grants paid	$696,870
Excess of revenue over expenses and disbursements	$1,015,946
Net investment income		$1,584,481
Adjusted net income			$0

	2011		2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$1,312,595	$1,312,595	$2,502,287	$2,502,287	$2,253,791	$2,253,791	$3,269,887	$3,266,637
Cash - non-interest-bearing	$0		$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0		$0
Investments-corporate stock	$0		$0		$0		$0
Investments-corporate bonds	$0		$0		$0		$0
Investments-mortgage loans	$0		$0		$0		$0
Investments-other	$0		$0		$0		$53,250
Other assets			$0		$0		$0
Total liabilities	$4,218		$11,219		$10		$160
Mortgages and other notes payable	$0		$0		$0		$0
Other liabilities			$0		$0		$0
Total liabilities and net assets/fund balances	$1,308,377		$2,491,068		$2,253,781		$3,269,727

	2011	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$0	$0	$0
Net capital loss	$0	$0	$0	$-83,700

	2011	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No	No
Tax based on investment income	$3,644	$10,736	$25	$15,845
Total credits and payments	$260	$0	$0	$34,000
Current year estimated tax payments and previous year's overpayment credited to current year	$260	$0	$0	$34,000
Exempt foreign organizations-tax withheld at source	$0	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$82	$0	$0
Tax due		$10,818	$25	$0
Overpayment		$0	$0	$18,155
Amount to be credited to next year's estimated tax	$0	$0	$0	$18,155

	2011	2012	2013	2014
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No	No
Did any persons become substantial contributors during the tax year?		Yes	Yes	Yes
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No	No

	2011	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No	No
Agree to pay money or property to a government official?	No	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No	No

	2011	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$1,230,676	$1,996,977	$2,418,056	$2,477,946
Net value of noncharitable-use assets		$1,967,022	$2,381,785	$2,440,777
Minimum investment return	$60,611	$98,351	$119,089	$122,039

	2011	2012	2013	2014
Distributable Amount
Distributable amount	$56,967	$87,615	$119,064	$106,194

	2011	2012	2013	2014
Undistributed Income
Distributable amount for this year	$56,967	$87,615	$119,064	$106,194
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0	$0

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$916
Dividends and interest from securities	$0	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Lenore S & Bernard A Greenberg Fund to others? (optional)

Yes

Add photo of Lenore S & Bernard A Greenberg Fund (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (18.119.114.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Ackright Premier Sports Inc in San Dimas, CA
Trust Funds Inc in San Francisco, CA
Foothill High School Super Boosters Club in Santa Ana, CA
Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA
Cuddlybear Thrift Store Inc in Fortuna, CA
Apostle Paul Ministries in Hayward, CA
Adat Ari El in N Hollywood, CA
Iglesia De Jesucristo Palabra-Miel in El Cajon, CA
Nze Foundation in Vista, CA
Sgi-Usa Endowment in Santa Monica, CA

Recently Added Reviews

Ackright Premier Sports Inc in San Dimas, CA

Trust Funds Inc in San Francisco, CA

Foothill High School Super Boosters Club in Santa Ana, CA

Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA

Cuddlybear Thrift Store Inc in Fortuna, CA

Apostle Paul Ministries in Hayward, CA

Adat Ari El in N Hollywood, CA

Iglesia De Jesucristo Palabra-Miel in El Cajon, CA

Nze Foundation in Vista, CA

Sgi-Usa Endowment in Santa Monica, CA

Id	Name	Address	State	Established	Total Income
Other organizations in California
1	Lena Barnum Everett Tr 03301983, Crawford Maryann Ttee	1124 Fremont Way, Sacramento, CA 95818-2912	CA	1985-12	$235,185
2	Lend A Hand Foundation Inc Of Northern California	8105 Capwell Dr, Oakland, CA 94621-2109	CA	1999-10	$100,842
3	Lend A Hand Inc	380 S Melrose Dr Ste 406, Vista, CA 92081-6655	CA	2003-06	$110,759
4	Lend-A-Helping Hand Outreach	3940 Marine Ave Ste A, Lawndale, CA 90260-2333	CA	1998-09	$9,401
5	Lend-A-Paw Operation Shelter Inc	PO BOX 132, Cathedral Cty, CA 92235-0132	CA	1974-07	$10,264
6	Lennar Charitable Housing	25 Enterprise Ste 430, Aliso Viejo, CA 92656-2712	CA	2002-02	$531,260
7	Lennart Erickson Foundation	181 Devine St, San Jose, CA 95110-2403	CA	1954-12	$2,304
8	Lennox Family Foundation	11100 Santa Monica Boulevard, Los Angeles, CA 90025-3384	CA	2006-11	$1,702,920
9	Lenora F Harth Foundation	112 Fremont Pl, Los Angeles, CA 90005-3867	CA	1976-12	$84,735
10	Lenore & Richard Wayne Foundation, Wayne Richard Ttee	1641 Gilcrest Dr, Beverly Hills, CA 90210-2517	CA	2000-01	$41,046
11	Lenore S & Bernard A Greenberg Fund	1009 N Roxbury Dr, Beverly Hills, CA 90210-3021	CA	1992-11	$3,662,166
12	Don S Levin Family Foundation	11300 W Olympic Blvd Ste 770, Los Angeles, CA 90064-1644	CA	1980-05	$0
13	Leo A & Minta L Brisco Foundation Tr 110194, Mankins Howard D Ttee	1005 El Camino Real, Arroyo Grande, CA 93420-2518	CA	1995-04	$269,041
14	Leo And Dola Albusche Familyfoundation	3301 Stone Mountain Rd, Placerville, CA 95667-9326	CA	2008-03	$1,128
15	Richard & Roberta Marantz Family Foundation	6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960	CA	1987-04	$49,337
16	Leo And Jacqueline Mccarthy Family Foundation	400 Magellan Ave, San Francisco, CA 94116-1921	CA	2001-10	$15,451
17	Leo And Sydelle Ward Foundation	20501 Ventura Blvd Ste 325, Woodland Hls, CA 91364-6426	CA	1991-02	$10,001
18	Leo Bye Foundation	29482 Warmsprings Dr, Menifee, CA 92584-7765	CA	1979-04	$59,126
19	Leo D And S Ruth Epstein Foundation	250 Denslow Ave, Los Angeles, CA 90049-3223	CA	1985-09	$3,491
20	Leo D Lagasse Society	1156 Clark Way, Palo Alto, CA 94304	CA	1997-04	$0

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Lenore S & Bernard A Greenberg Fund and has no official or unofficial affiliation with Lenore S & Bernard A Greenberg Fund