Civic Intelligence

Greystone Endowment Inc.

990 • Fiscal year 2017 • EIN 14-1702785

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization ProfileWWW.GREYSTONEPROGRAMS.ORG
700 SOUTH DRIVE Suite 203Hopewell Junction, NY 12533

(845) 452-5772

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.14x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-88%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

-0.9%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,105,247

Down $10,076 (-0.9%) from 2016

Net Assets

Down

$1,084,723

Down $8,610 (-0.8%) from 2016

Liabilities

Down

$20,524

Down $1,466 (-6.7%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Up

$148,357

Up $43,764 (+42%) from 2016

Expenses

Up

$279,342

Up $213,660 (+325%) from 2016

Net Income

Down

-$130,985

Down $169,896 (-437%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $892,398Liabilities 2010: $22,250Net Assets 2010: $870,1482010Assets 2011: $837,794Liabilities 2011: $17,000Net Assets 2011: $820,7942011Assets 2012: $898,211Liabilities 2012: $20,389Net Assets 2012: $877,8222012Assets 2013: $978,208Liabilities 2013: $50,300Net Assets 2013: $927,9082013Assets 2014: $1,029,865Liabilities 2014: $23,823Net Assets 2014: $1,006,0422014Assets 2015: $1,034,988Liabilities 2015: $18,925Net Assets 2015: $1,016,0632015Assets 2016: $1,115,323Liabilities 2016: $21,990Net Assets 2016: $1,093,3332016Assets 2017: $1,105,247Liabilities 2017: $20,524Net Assets 2017: $1,084,7232017Assets 2018: $1,086,026Liabilities 2018: $156,655Net Assets 2018: $929,3712018Assets 2019: $1,156,542Liabilities 2019: $29,526Net Assets 2019: $1,127,0162019Assets 2020: $1,326,080Liabilities 2020: $79,983Net Assets 2020: $1,246,0972020Assets 2021: $1,622,026Liabilities 2021: $199,956Net Assets 2021: $1,422,0702021Assets 2022: $1,327,159Liabilities 2022: $3,626Net Assets 2022: $1,323,5332022Assets 2023: $1,564,049Liabilities 2023: $60,521Net Assets 2023: $1,503,5282023Assets 2024: $1,718,972Liabilities 2024: $130,095Net Assets 2024: $1,588,8772024

Highlighted filing

2017

Assets$1,105,247
Liabilities$20,524
Net Assets$1,084,723
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2010: $83,939Expenses 2010: $67,825Net Income 2010: $16,1142010Expenses 2011: $71,8702011Expenses 2012: $112,6432012Revenue 2013: $98,359Expenses 2013: $129,859Net Income 2013: -$31,5002013Revenue 2014: $292,278Expenses 2014: $167,952Net Income 2014: $124,3262014Revenue 2015: $99,526Expenses 2015: $73,657Net Income 2015: $25,8692015Revenue 2016: $104,593Expenses 2016: $65,682Net Income 2016: $38,9112016Revenue 2017: $148,357Expenses 2017: $279,342Net Income 2017: -$130,9852017Revenue 2018: $132,275Expenses 2018: $211,147Net Income 2018: -$78,8722018Revenue 2019: $396,121Expenses 2019: $161,444Net Income 2019: $234,6772019Revenue 2020: $48,309Expenses 2020: $107,528Net Income 2020: -$59,2192020Revenue 2021: $171,403Expenses 2021: $210,670Net Income 2021: -$39,2672021Revenue 2022: $308,293Expenses 2022: $186,470Net Income 2022: $121,8232022Revenue 2023: $193,528Expenses 2023: $200,878Net Income 2023: -$7,3502023Revenue 2024: $223,842Expenses 2024: $382,981Net Income 2024: -$159,1392024

Highlighted filing

2017

Revenue$148,357
Expenses$279,342
Net Income-$130,985
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$413,924
Mission and Program Overview

Mission

Greystone endowment, inc. Receives donations and conducts various fundraising efforts and activities on behalf of greystone programs, inc.

To provide financial and technical assistance to greystone programs, inc. And to solicit, collect and otherwise raise money on behalf of greystone programs, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$999,535$1,067,391▲ $67,856
Cash and Non-Interest-Bearing Accounts$71,187$33,800▼ $37,387
Savings and Temporary Cash Investments$31,624$3,681▼ $27,943
Accounts Receivable$12,977$375▼ $12,602
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,115,323$1,105,247▼ $10,076
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$18,625$17,750▼ $875
Other Liabilities$3,365$2,774▼ $591
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$21,990$20,524▼ $1,466
Net Assets / Fund Balance
Unrestricted Net Assets$630,424$1,081,477▲ $451,053
Temporarily Rstr Net Assets$462,909$3,246▼ $459,663
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,093,333$1,084,723▼ $8,610
Total Liabilities and Net Assets / Fund Balance$1,115,323$1,105,247▼ $10,076
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Julius JonesPresident (from 3/17)
Brian Marcinkowski From 317Vice President
Andrea GellenDirector
Elizabeth KirchhoffDirector
Kristen CatalanoDirector
Robert Dietz Thru 317Director
Michael DenickDirector (from 3/17)
Robert GephardDirector (from 3/17)
Ellen MalletTreasurer/secretary(from 3/17)
Revenue and Support

Revenue Composition

Contributions and Grants
$120,057
Program Service Revenue
$0
Investment Income
$28,300
Other Revenue
$0
All Other Contributions
$10,875
Change in Net Assets
$-130,985

Audited Revenue Reconciliation

Revenue per Audited Statements
$148,357
Revenue Not Reported on Form 990
$122,375
Total Revenue per Audited Statements
$270,732
Total Revenue per Form 990
$148,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$196,000
Other Expenses$48,264
Salaries, Compensation, and Employee Benefits$35,078
Total Fundraising Expense$6,533
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$196,000--$196,000
Other Salaries and Wages-$35,078-$35,078
Fees for Services Accounting-$23,750-$23,750
Fees for Service Investment Mgmnt Fees-$10,965-$10,965
Advertising--$6,533$6,533
Office Expenses-$2,716-$2,716
Other Expenses-$1,876-$1,876
Total Functional Expenses$196,000$76,809$6,533$279,342

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$279,342
Total Expenses per Audited Statements$279,342
Total Expenses per Form 990$279,342
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greystone Programs IncHopewell Junction, NY501(c)(3)General$196,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$62,968
Fundraising Gross Income$62,968
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Showcase$111,543$21,571$12,451$9,120
Skydive$59,730$14,581$6,051$8,530
Total Events$172,150$62,968$62,968-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$2,774
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11B:

“A draft form 990 is provided to the organization and is reviewed by the chief executive officer, the chief financial officer, along with the assistant executive director of operations and any issues are addressed. A copy of form 990 is provided to the entire governing body following finance committee review and approval.”

FORM 990, PART VI, SECTION B, LINE 12C:

“At least annually, all Board Members and key personnel of the agency receive training from our Corporate Compliance Officer (CCO). They are provided with a copy of the agency's Corporate Compliance Guide and a copy of the agency's Conflict of Interest policy. They are all required to complete an annual Conflict of Interest statement which is reviewed by the Audit Committee Chairperson and kept on file by the CCO. The conflict of interest policy is also presented and the conflict of interest statement is signed prior to appointment of new board members and prior to hire of officers and key employees. These statements are also reviewed by the audit committee Chairperson and kept on file by the COO. The Conflict of Interest Policy covers all Board Members, Officers (CEO, CFO) and any (employee) Directors who hold positions that approve budgets, have corporate credit cards or have authority to engage in contracts on behalf of the agency, or have substantial influence over the affairs of the agency. Any conflict of interest that arises from a Director is reviewed by the CEO and CCO. Any conflict of interest that arises from the CEO or CFO would be reviewed by the Board of Directors. Any conflict of interest that arises from a Board Member would be reviewed by the Board President and Audit Committee Chairperson and, if necessary, disclosed to the entire Board of Directors.”

FORM 990, PART VI, SECTION B, LINES 15A AND 15B:

“The organization does not compensate any officers or key employees.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Greystone Endowment Inc
EIN
14-1702785
In Care Of
% EDWARD LYONS
Phone
8454525772
Address
700 SOUTH DRIVE Suite 203, HOPEWELL JUNCTION, NY 12533
Doing Business As
Greystone Foundation

Signing Officer

Name
Edward Lyons
Title
CFO
Phone
8454525772
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julius Jones
Formed
1987
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Bdo USA Llp
Address
100 PARK AVENUE, NEW YORK, NY 10017-5001
Preparer
Paul Hammerschmidt
Phone
2128858000
Supplemental Narrative

Financial Statement Notes

PART V:

“The reporting organization has clarified that it does not hold any endowment funds as it erroneously reported on prior years Form 990.”

PART X, LINE 2:

“Under GAAP an organization must recognize the tax liability associated with tax positions taken for tax return purposes when it is more likely than not that the position will not be sustained. Greystone Endowment, Inc. does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. The organization has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the organization has filed Internal Revenue Service Form 990 tax returns, as required, and all other applicable returns in jurisdictions when it is required. For the year ended December 31, 2017, there was no interest or penalties recorded or included in the statement of activities. The organization is subject to routine audits by a taxing authority.”

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IRS990/GrossReceiptsAmt0413924
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt015219
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015219
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0999535
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01067391
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0202599
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GREYSTONE ENDOWMENT, INC. RECEIVES DONATIONS AND CONDUCTS VARIOUS FUNDRAISING EFFORTS AND ACTIVITIES ON BEHALF OF GREYSTONE PROGRAMS, INC.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01093333
IRS990/NetAssetsOrFundBalancesEOYAmt01084723
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013081
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013081
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0122375
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02716
IRS990/OfficeExpensesGrp/TotalAmt02716
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02424
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11876
IRS990/OtherExpensesGrp/TotalAmt02424
IRS990/OtherExpensesGrp/TotalAmt11876
IRS990/OtherLiabilitiesGrp/BOYAmt03365
IRS990/OtherLiabilitiesGrp/EOYAmt02774
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035078
IRS990/OtherSalariesAndWagesGrp/TotalAmt035078
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JULIUS JONES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt080503
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt013720
IRS990/PYInvestmentIncomeAmt024090
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt026377
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt038911
IRS990/PYSalariesCompEmpBnftPaidAmt025585
IRS990/PYTotalExpensesAmt065682
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0104593
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-130985
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031624
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt080503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt088443
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0173308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0535716
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031115
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt031366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt035458
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0141288
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0800
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0800
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50049
IRS990ScheduleA/PublicSupportPY170Pct00.47275
IRS990ScheduleA/PublicSupportTotal170Amt0339237
IRS990ScheduleA/SubstantialContributorsTotAmt0196479
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt080503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt088443
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0173308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073405
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0535716
IRS990ScheduleA/TotalSupportAmt0677804
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0279342
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0122375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02774
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/RevenueNotReportedAmt0122375
IRS990ScheduleD/RevenueSubtotalAmt0148357
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The reporting organization has clarified that it does not hold any endowment funds as it erroneously reported on prior years Form 990.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Under GAAP an organization must recognize the tax liability associated with tax positions taken for tax return purposes when it is more likely than not that the position will not be sustained. Greystone Endowment, Inc. does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. The organization has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the organization has filed Internal Revenue Service Form 990 tax returns, as required, and all other applicable returns in jurisdictions when it is required. For the year ended December 31, 2017, there was no interest or penalties recorded or included in the statement of activities. The organization is subject to routine audits by a taxing authority.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt0279342
IRS990ScheduleD/TotalLiabilityAmt02774
IRS990ScheduleD/TotalRevenuePerForm990Amt0148357
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0270732
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0279342
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0109182
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt089972
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt045149
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0-25939
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062968
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01550
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE SHOWCASE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SKYDIVE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt027746
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0571
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt028317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0111543
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt059730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0877
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0172150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021571
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026816
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062968
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04296
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022798
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012451
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06051
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt07959
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt02344
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010303

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,105,247
Liabilities
$20,524
Net assets
$1,084,723
Revenue
$148,357
Expenses
$279,342
Net income
-$130,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.13$1.59$0.22$0.38$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.06$1.50$0.19$0.20$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.32$0.31$0.19$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.20$1.42$0.17$0.21$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.08$1.25$0.05$0.11$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.03$1.13$0.40$0.16$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.16$0.93$0.13$0.21$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.02$1.08$0.15$0.28$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.02$1.09$0.10$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.02$0.10$0.07$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.02$1.01$0.29$0.17$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.05$0.93$0.10$0.13$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.02$0.88$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.02$0.82$0.07
2010Summary only. Only limited summary data is available for this year.$0.89$0.02$0.87$0.08$0.07$0.02