LOUIS AND ANNE GREEN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND ANNE GREEN FAMILY FOUNDATION (EIN 31-6087315)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202433209349105443
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T15:04:06-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463326038PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEINSTOCK LOVEGROVE & REEGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16111 BROKEN SOUND PKWY NW STE 140AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334872774ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316087315EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS & ANNE GREEN FAMILY FND INCBusinessNameLine1Txt
Business Name Line2GREENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone5613943714PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 DATE PALM ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUIS GREENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5613943714PhoneNum
Signature2024-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK WEINSTOCK CPAPreparerPersonNm
PTINP00082696PTIN
Phone9543457075PhoneNum
Preparation2024-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$79,527FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$575,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,370DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,370DividendsNetInvstIncmAmt
Total Rev And Expnss$576,372TotalRevAndExpnssAmt
Total Net Invst Incm$1,372TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,450AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$49InterestRevAndExpnssAmt
Interest Net Invst Incm$49InterestNetInvstIncmAmt
Taxes Rev And Expnss$61TaxesRevAndExpnssAmt
Taxes Net Invst Incm$61TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$19,347OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,347OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,907TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,907TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$537,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$537,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$557,957TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,907TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$537,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,415ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$30,828SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,693SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,693SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$27,429CorporateStockBOYAmt
Corporate Stock EOY$28,834CorporateStockEOYAmt
Corporate Stock EOYFMV$28,834CorporateStockEOYFMVAmt
Total Assets BOY$58,257TotalAssetsBOYAmt
Total Assets EOY$79,527TotalAssetsEOYAmt
Total Assets EOYFMV$79,527TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$58,257RetainedEarningBOYAmt
Retained Earning EOY$79,527RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$58,257TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$79,527TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$58,257TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$79,527TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$58,257TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,415ExcessRevenueOverExpensesAmt
Other Increases$2,855OtherIncreasesAmt
Subtotal$79,527SubtotalAmt
Tot Net Ast Or Fund Balances EOY$79,527TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$1,860EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,860TotalPaymentsAndCreditsAmt
Overpayment$1,860OverpaymentAmt
Applied To ES Tax$1,860AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARK WEINSTOCK CPAIndividualWithBooksNm
Phone9543457075PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16111 BROKEN SOUND PARKWAY NWAddressLine1Txt
Address Line2SUITE 140AddressLine2Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LOUIS GREEN
2700 DATE PALM ROADBOCA RATONFL33432TRUSTEE000.00$0$0$0
OLIVER GREEN
216 SAINT JAMES AVENUEST SIMONSGA31522TRUSTEE000.00$0$0$0
ANNE W GREEN
2700 DATE PALM ROADBOCA RATONFL33432TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$28,131AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,761AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$68,892TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$68,892AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,033CashDeemedCharitableAmt
Net Vl Noncharitable Assets$67,859NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,393MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,393MinimumInvestmentReturnAmt
Distributable Before Adj$3,393DistributableBeforeAdjAmt
Distributable Before Ded$3,393DistributableBeforeDedAmt
Distributable As Adjusted$3,393DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$537,050ExpensesAndContributionsAmt
Qualifying Distributions$537,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,393DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$962,569ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,741,316ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$674,370ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,648,942ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$106,939ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,134,136TotalExcessDistributionCyovAmt
Qualifying Distributions$537,050QualifyingDistributionsAmt
Applied To Current Year$3,393AppliedToCurrentYearAmt
Remaining Distri From Corpus$533,657RemainingDistriFromCorpusAmt
Total Corpus$5,667,793TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$962,569ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,705,224ExcessDistriCyovToNextYrAmt
Excess From Year4$1,741,316ExcessFromYear4Amt
Excess From Year3$674,370ExcessFromYear3Amt
Excess From Year2$1,648,942ExcessFromYear2Amt
Excess From Year1$106,939ExcessFromYear1Amt
Excess From Current Year$533,657ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLOUIS B GREENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12700 DATE PALM ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5613943714RecipientPhoneNum
Recipient Email AddressLBGIV99@AOL.COMRecipientEmailAddressTxt
Form And Info And MaterialsBY WRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONE, EXCEPT MUST BE A SECTION 501(C)(3) ORGANIZATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
BOCA RATON REGIONAL HOSPITAL
800 MEADOW RDBOCA RATONFL33486NONEPUBLICGENERAL$500,000
IMPACT 1000
261 NW 13TH STREETBOCA RATONFL33432NONEPUBLICGENERAL$1,050
JACKSON HOLE COMMUNITY FOUNDATION
245 E SIMPSON AVEJACKSONWY83001NONEPUBLICGENERAL$1,000
JACKSON HOLE THERAPEUTIC RIDING
3870 WILDERNESS DRIVEWILSONWY83014NONEPUBLICGENERAL$2,500
JUDICIAL WATCH
425 THIRD STREET SWWASHINGTONDC20024NONEPUBLICGENERAL$1,100
ORDER OF ST JOHN
1850 M STREET NWWASHINGTONDC20036NONEPUBLICGENERAL$1,000
SPIRIT OF GIVING
261 NW 13TH STBOCA RATONFL34994NONEPUBLICGENERAL$1,000
BIG DOG RANCH RESCUE
14444 OKEECHOBEE BLVDLOXAHATCHEEFL33470NONEPUBLICGENERAL$1,000
PROJECT VERITAS
815 BRAZOS ST STE 701AUSTINTX78701NONEPUBLICGENERAL$200
JACKSON HOLE JEWISH COMM
610 W BROADWAYJACKSONWY83002NONEPUBLICGENERAL$500
HUMANE SOC BROWARD CO
2070 GRIFFIN ROADFORT LAUDERDALEFL33312NONEPUBLICGENERAL$100
FAU FOUNDATION
777 GLADES ROADBOCA RATONFL33431NONEPUBLICGENERAL$100
GRAND TETON FOUNDATION
PO BOX 249MOOSEWY83012NONEPUBLICGENERAL$1,100
WALNUT HILLS HS
3250 VICTORY PARKWAYCINCINNATIOH45207NONEPUBLICGENERAL$100
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002NONEPUBLICGENERAL$100
LOUIS AND ANNE GREEN MEMORY & WELLN
777 GLADES RDBOCA RATONFL33431NONEPUBLICGENERAL$26,000& WELLNESS AT FAU
TRINITY SCHOOL
1111 E 22 STREETCHEYENNEWY82001NONEPUBLICGENERAL$100
MOSHICH CENTER
2433 N HOLTON STMILWAUKEEWI53212NONEPUBLICGENERAL$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$537,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,370ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,370ExclusionAmt
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,372TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRST FINANCIAL PARTNERS OF TEXASBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12700 DATE PALM ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Total Contributions$575,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,450Amt
Net Investment Income$1,450NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK & FIXED INCOMEStockNm
EOY Book Value$28,834EOYBookValueAmt
EOYFMV$28,834EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
OFFICE EXPENSES$734$734
POSTAGE$74$74
SUPPLIES$6,650$6,650
TRAVEL$11,889$11,889

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE ADJUSTMENTDesc
Amt$2,855Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSE FEESCategoryTxt
Amt$61Amt
Net Investment Income$61NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.