LEONARD AND LOIS GREEN CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD AND LOIS GREEN CHARITABLE FOUNDATION (EIN 22-2836471)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202431359349104743
- Schema version
- 2022v5.0
- 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 Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T15:39:23-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222138828 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD C GREEN & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ROUTE 9 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222836471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD AND LOIS GREEN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 7326345100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ROUTE 9 601 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07095 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD C GREEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7326345100 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD | PersonFirstNm |
| Person Last | GREEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD C GREEN | PreparerPersonNm |
| PTIN | P00226901 | PTIN |
| Phone | 7326345100 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,279,130 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,075 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,650 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $169,408 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $169,408 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$262,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,748,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,058 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $41,382 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,382 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41 | 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 | $41,423 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,642,915 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,642,915 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,684,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,642,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,601,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,676 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,137,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,582,463 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,582,463 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,452,280 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,406,147 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,696,665 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,590,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,988,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,279,130 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $50,832 | CapitalStockBOYAmt |
| Capital Stock EOY | $50,832 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,539,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,937,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,590,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,988,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,590,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,988,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,590,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,601,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,988,612 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,988,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY | P | 2022-07-01 | 2023-06-30 | $899,430 | $1,177,398 | -$277,968 | -$277,968 |
| FIDELITY | P | 2021-07-01 | 2023-06-30 | $816,612 | $833,501 | -$16,889 | -$16,889 |
| CAPITAL GAINS DIVIDENDS | P | $32,052 | $32,052 | $32,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$262,805 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | 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 | $5,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $32 | EsPenaltyAmt |
| Overpayment | $3,310 | OverpaymentAmt |
| Applied To ES Tax | $3,310 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD C GREEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7326345100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ROUTE 9 WOODBRDIGE NJ | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07095 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD C GREEN | ||||||||
| 56 SEVEN OAKS CIRCLE | HOLMDEL | NJ | 07733 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BETH GREEN CO LEN GREEN | ||||||||
| 56 SEVEN OAKS CIRCLE | HOLMDEL | NJ | 07733 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DEBRA GREEN | ||||||||
| 11 OYSTER BAY AVENUE | RUMSON | NJ | 07760 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JONATHAN GREEN | ||||||||
| 20 GRANGE WALK | FAIR HAVEN | NJ | 07704 | TRUSTEE | 0.50 | $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 | $3,928,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,561,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,489,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,489,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,407,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,858 | TotalTaxAmt |
| Distributable Before Adj | $268,497 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $268,497 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $268,497 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,642,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,642,915 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $268,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $920,877 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $798,587 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,239,586 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,959,050 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,642,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $268,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,374,418 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,333,468 | 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 | $920,877 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,412,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $798,587 | ExcessFromYear3Amt |
| Excess From Year2 | $2,239,586 | ExcessFromYear2Amt |
| Excess From Current Year | $2,374,418 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEONARD C GREEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ROUTE 9 SUITE 601 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7326345100 | RecipientPhoneNum |
| Recipient Email Address | LGREEN@GREENCO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT A BRIEF OUTLINE OF WHAT THE CONTRIBUTIONS WILL BE USED FOR. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | NONE | EXEMPT | UNRESTRICTED | $10,100 |
| BABSON COLLEGE | |||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | EXEMPT | UNRESTRICTED | $2,000,000 |
| BRIDGE OF BOOKS FOUNDATION | |||||||
| PO BOX 39 | RUMSON | NJ | 07760 | NONE | EXEMPT | UNRESTRICTED | $25,000 |
| COMMUNITY HEALTHCARE NETWORK | |||||||
| 60 MADISON AVE 5TH FLOOR | NEW YORK | NY | 10010 | NONE | EXEMPT | UNRESTRICTED | $7,500 |
| CONGREGATION B'NAI ISRAEL | |||||||
| 171 RIDGE ROAD | RUMSON | NJ | 07760 | NONE | EXEMPT | UNRESTRICTED | $7,500 |
| CAROLINA ABORTION FUND | |||||||
| PO BOX 51534 | DURHAM | NC | 27717 | NONE | EXEMPT | UNRESTRICTED | $12,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| ECKERD COLLEGE | |||||||
| 4200 54TH AVENUE SOUTH | ST PETERSBURG | FL | 33711 | NONE | EXEMPT | UNRESTRICTED | $5,000 |
| GARDEN STATE CHAPTER LITTLE PEOPLE OF AMERICA | |||||||
| 14 ALLEN STREET | RUMSON | NJ | 07760 | NONE | EXEMPT | UNRESTRICTED | $10,000 |
| JEREMY'S HEROES | |||||||
| 900 ROUTE 9 | WOODBRIDGE | NJ | 07095 | NONE | EXEMPT | UNRESTRICTED | $10,000 |
| LITTLE ANGELS SERVICE DOGS | |||||||
| PO BOX 219 | JAMUL | CA | 91935 | NONE | EXEMPT | UNRESTRICTED | $10,000 |
| MONMOUTH COUNTY PARK SYSTEM | |||||||
| 805 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | EXEMPT | UNRESTRICTED | $250 |
| MONMOUTH DAY CARE CENTER | |||||||
| 9 DR JAMES PARKER BLVD | RED BANK | NJ | 07701 | NONE | EXEMPT | UNRESTRICTED | $12,500 |
| MONMOUTH UNIVERSITY | |||||||
| 400 CEDAR AVENUE | WEST LONG BRANCH | NJ | 07764 | NONE | EXEMPT | UNRESTRICTED | $5,000 |
| MOVEMENT GROUND FARM | |||||||
| 592 PUNCATEST NECK ROAD | TIVERTON | RI | 02878 | NONE | EXEMPT | UNRESTRICTED | $10,000 |
| NATIONAL MS SOCIETY | |||||||
| 100 MERCER ST | JERSEY CITY | NJ | 07302 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| NEW VOCATIONS RACEHORSE ADOPTION | |||||||
| 719 DOLAN LANE | LEXINGTON | KY | 40511 | NONE | EXEMPT | UNRESTRICTED | $26,000 |
| NY RACE TRACK CHAPLAINCY | |||||||
| 2150 HEMPSTEAD TURNPIKE | ELMONT | NY | 11003 | NONE | EXEMPT | UNRESTRICTED | $25,000 |
| OCALA FARM MINISTRY | |||||||
| 489 NW 110TH AVENUE | OCALA | FL | 334822536 | NONE | EXEMPT | UNRESTRICTED | $24,650 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | UNRESTRICTED | $20,000 |
| RFH TOUCHDOWN CLUB | |||||||
| PO BOX 674 | RUMSON | NJ | 07760 | NONE | EXEMPT | UNRESTRICTED | $4,200 |
| REPAIR THE SEA | |||||||
| 23225 S MACDILL AVENUE | TAMPA | FL | 33629 | NONE | EXEMPT | UNRESTRICTED | $500 |
| SAINT JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | UNRESTRICTED | $750 |
| SOMERVILLE HS BOYS BASKETBALL BOOSTER CLUB | |||||||
| PO BOX 5192 | NORTH BRANCH | NJ | 08876 | NONE | EXEMPT | UNRESTRICTED | $300 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | EXEMPT | UNRESTRICTED | $10,000 |
| STABLE RECOVER INC | |||||||
| 321 HUMMINGBIRD LANE | LEXINGTON | KY | 40503 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| THE HELENE WHITMAN MEMORIAL CANCER FUND | |||||||
| 29 HANCE ROAD | FAIR HAVEN | NJ | 07704 | NONE | EXEMPT | UNRESTRICTED | $180 |
| GCSEN FOUNDATION | |||||||
| 430 OLD NEIGHBORHOOD ROAD 2ND FLOOR | KINGSTON | NY | 12401 | NONE | EXEMPT | UNRESTRICTED | $350,000 |
| HORSE FARMS FOREVER INC | |||||||
| PO BOX 5279 | OCALA | FL | 344785279 | NONE | EXEMPT | UNRESTRICTED | $5,000 |
| HORSE FARM WORKERS | |||||||
| 2938 FOUR PINES DRIVE | LEXINGTON | KY | 40502 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| ELEVATED ACCESS INC | |||||||
| 2501 CHATHAM ROAD SUITE N | SPRINGFIELD | IL | 62704 | NONE | EXEMPT | UNRESTRICTED | $10,000 |
| AMERICAN FOUNDATION AWARENESS FOR SUICIDE | |||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | UNRESTRICTED | $15,000 |
| MEGHAN ROSE BRADLEY FOUNDATION | |||||||
| 6 PRESTON DRIVE | BRANCHBURG | NJ | 08876 | NONE | EXEMPT | UNRESTRICTED | $10,000 |
| DISCOVERY WORLD | |||||||
| 711 MARKET STREET | PARKERSBURG | WV | 26101 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| CHILDREN'S SPECIALIZED HOSPITAL | |||||||
| 150 NEW PROVIDENCE ROAD | MOUNTAINSIDE | NJ | 07092 | NONE | EXEMPT | UNRESTRICTED | $250 |
| BACKSTRETCH EMPLOYEE SERVICE TEAM | |||||||
| 2150 HEMPSTEAD TURNPIKE GATE 6 | ELMONT | NY | 11003 | NONE | EXEMPT | UNRESTRICTED | $8,235 |
| HABITAT FOR HUMANITY | |||||||
| 45 SOUTH STREET | FREEHOLD | NJ | 07728 | NONE | EXEMPT | UNRESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,642,915 | 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 | $26,075 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,408 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$262,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$67,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$67,322 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD AND LOIS GREEN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 SEVEN OAKS CIRCLE | AddressLine1Txt |
| City | HOLMDEL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY ACCOUNT | AT COST | $3,290,734 | $3,566,355 |
| MORGAN STANLEY | AT COST | $115,413 | $130,310 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $41 | 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 | INVESTMENT FEES | CategoryTxt |
| Amt | $41,382 | Amt |
| Net Investment Income | $41,382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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