BETA

LEONARD AND LOIS GREEN CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LEONARD AND LOIS GREEN CHARITABLE FOUNDATION (EIN 22-2836471)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-09
IRS object ID
202311299349104796
Schema version
2021v4.2
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)
Return2023-05-09T15:09:04-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222138828PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEONARD C GREEN & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9AddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222836471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEONARD AND LOIS GREENBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEONBusinessNameControlTxt
Phone7326345100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9AddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEONARD C GREENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7326345100PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLEONARDPersonFirstNm
Person LastGREENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEONARD C GREENPreparerPersonNm
PTINP00226901PTIN
Phone7326345100PhoneNum
Preparation2023-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,618,903FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$44,889InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,650InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$144,329DividendsRevAndExpnssAmt
Dividends Net Invst Incm$144,329DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$543,832NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,563,462GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$543,832CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$18,760OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$763,810TotalRevAndExpnssAmt
Total Net Invst Incm$693,811TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$43,902OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43,902OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,901TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,901TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$52OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$52,855TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,803TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$189,861ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$189,861ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$242,716TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,803TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$189,861TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$521,094ExcessRevenueOverExpensesAmt
Net Investment Income$641,008NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3CashBOYAmt
Cash EOY$3CashEOYAmt
Cash EOYFMV$3CashEOYFMVAmt
Sav And Temp Cash Invst BOY$289,437SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,137,989SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,137,989SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$6,779,738OtherInvestmentsBOYAmt
Other Investments EOY$4,452,280OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,480,911OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,069,178TotalAssetsBOYAmt
Total Assets EOY$7,590,272TotalAssetsEOYAmt
Total Assets EOYFMV$10,618,903TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$50,832CapitalStockBOYAmt
Capital Stock EOY$50,832CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,018,346RetainedEarningBOYAmt
Retained Earning EOY$7,539,440RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,069,178TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,590,272TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,069,178TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,590,272TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,069,178TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$521,094ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,590,272SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,590,272TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY 901741P2021-07-012022-06-30$1,125,951$1,197,121-$71,170-$71,170
FIDELITY 901741P2021-01-012022-06-30$4,287,040$3,816,046$470,994$470,994
MORGAN STANLEY 027889P2022-07-012022-06-30$145$143$2$2
MORGAN STANLEY 027889P2021-01-012022-06-30$7,082$6,320$762$762
CAPITAL GAINS DIVIDENDSP$143,244$143,244$143,244
FieldValueIRS element (for citing)
Capital Gain Net Income$543,832CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,910InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,910SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,910TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,855EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,855TotalPaymentsAndCreditsAmt
Es Penalty$114EsPenaltyAmt
Tax Due$5,169TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LEONARD C GREENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7326345100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9 WOODBRDIGE NJAddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEONARD C GREEN
56 SEVEN OAKS CIRCLEHOLMDELNJ07733TRUSTEE0.50$0$0$0
LOIS S GREEN
56 SEVEN OAKS CIRCLEHOLMDELNJ07733TRUSTEE0.50$0$0$0
BETH GREEN CO LOIS GREEN
56 SEVEN OAKS CIRCLEHOLMDELNJ07733TRUSTEE0.50$0$0$0
DEBRA GREEN
11 OYSTER BAY AVENUERUMSONNJ07760TRUSTEE0.50$0$0$0
JONATHAN GREEN
20 GRANGE WALKFAIR HAVENNJ07704TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,074,245AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$793,604AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,867,849TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,867,849AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$133,018CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,734,831NetVlNoncharitableAssetsAmt
Minimum Investment Return$436,742MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$436,742MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,910TaxBasedOnInvestmentIncomeAmt
Total Tax$8,910TotalTaxAmt
Distributable Before Adj$427,832DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$427,832DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$427,832DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$189,861ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$189,861QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$427,832DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$47,042ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,111,806ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$798,587ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,239,586ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,197,021TotalExcessDistributionCyovAmt
Qualifying Distributions$189,861QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$189,861AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$237,971ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$237,971ExcessDistributionCyovAppCYAmt
Total Corpus$3,959,050TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,959,050ExcessDistriCyovToNextYrAmt
Excess From Year4$920,877ExcessFromYear4Amt
Excess From Year2$798,587ExcessFromYear2Amt
Excess From Year1$2,239,586ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLEONARD C GREENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9 SUITE 601AddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7326345100RecipientPhoneNum
Recipient Email AddressLGREEN@GREENCO.COMRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICANTS SHOULD SUBMIT A BRIEF OUTLINE OF WHAT THE CONTRIBUTIONS WILL BE USED FOR.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
3310 W MAIN STREETTAMPAFL33607NONEEXEMPTUNRESTRICTED$300
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457NONEEXEMPTUNRESTRICTED$6,000
CONGREGATION B'NAI ISRAEL
HANCE ROADRUMSONNJ07760NONEEXEMPTUNRESTRICTED$5,000
JEREMY'S HEROES
900 ROUTE 9WOODBRIDGENJ07095NONEEXEMPTUNRESTRICTED$4,430
KORTNEY ROSE FOUNDATION
41 SUMMERFIELD AVENUEOCEANPORTNJ07757NONEEXEMPTUNRESTRICTED$500
MAKE A WISH FOUNDATION
4742 N 24TH STREETPHOENIXAZ85016NONEEXEMPTUNRESTRICTED$1,000
MONMOUTH COUNTY SCPA
260 WALL STREETEATONTOWNNJ07724NONEEXEMPTUNRESTRICTED$200
NATIONAL MS SOCIETY
100 MERCER STJERSEY CITYNJ07302NONEEXEMPTUNRESTRICTED$1,000
NEW VOCATIONS RACEHORSE ADOPTION
3293 WRIGHT ROADKAURAOH45337NONEEXEMPTUNRESTRICTED$500
NY RACE TRACK CHAPLAINCY
2150 HEMPSTEAD TURNPIKEELMONTNY11003NONEEXEMPTUNRESTRICTED$5,400
OJ ANDERSON FOUNDATION
PO BOX 248LITTLE FALLSNJ07424NONEEXEMPTUNRESTRICTED$16,200
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONEEXEMPTUNRESTRICTED$2,000
RFH TOUCHDOWN CLUB
PO BOX 6463FAIR HAVENNJ07704NONEEXEMPTUNRESTRICTED$3,200
SOMERVILLE HS BOYS BASKETBALL BOOSTER CLUB
PO BOX 5192NORTH BRANCHNJ08876NONEEXEMPTUNRESTRICTED$600
TAKE2 SECOND CAREER THOROUGHBRED PROGRAM INC
PO BOX 21028FLORAL PARKNY11002NONEEXEMPTUNRESTRICTED$10,000
THE JIMMY FUND
10 BROOKLINE PLACE WESTBROOKLINEMA02445NONEEXEMPTUNRESTRICTED$2,000
KOOL KIDS FOUNDATION
50 CHURCH STREET L6-L7MONTCLAIRNJ07042NONEEXEMPTUNRESTRICTED$12,500
RED BANK REGIONAL BOARD OF EDUCATION
101 RIDGE ROADLITTLE SILVERNJ07739NONEEXEMPTUNRESTRICTED$75,000
SHEPHERDS HOUSE INC
635 MAXWELTON COURTLEXINGTONKY40508NONEEXEMPTUNRESTRICTED$500
NEXTSTEP
4447 REDONDO BEACH BLVDLAWNDALECA90260NONEEXEMPTUNRESTRICTED$521
VNA HEALTH GROUP
23 MAIN STREET SUITE D1HOLMDELNJ07733NONEEXEMPTUNRESTRICTED$250
SOUTHWEST INDIAN FOUNDATION
PO BOX 86GALLUPNM87305NONEEXEMPTUNRESTRICTED$250
LIVE LIKE SAM FOUNDATION
1034 STATION LOOP ROADPARK CITYUT84098NONEEXEMPTUNRESTRICTED$11,000
AMERICAN SOCIETY FOR YAD VASHEM
6500 5TH AVENUE 42ND FLOORNEW YORKNY10110NONEEXEMPTUNRESTRICTED$500
FOOD FOR THE POOR
6401 LYONS ROADCOCONUT CREEKFL33073NONEEXEMPTUNRESTRICTED$250
METROPOLITAN OPERA HOUSE
30 LINCOLN CENTER PLAZANEW YORKNY10023NONEEXEMPTUNRESTRICTED$500
MOTE MARINE LABORATORY
1600 KEN THOMPSON PARKWAYSARASOTAFL34236NONEEXEMPTUNRESTRICTED$500
WORLD JEWISH CONGRESS
501 MADISON AVENUENEW YORKNY10022NONEEXEMPTUNRESTRICTED$500
BIRTHRIGHT ISRAEL FOUNDATION
711 3RD AVENUE 10TH FLOORNEW YORKNY10017NONEEXEMPTUNRESTRICTED$300
GUTTMACHER INSTITUTE
125 MAIDEN LANE 7NEW YORKNY10038NONEEXEMPTUNRESTRICTED$500
HIAS
411 5TH AVENUE SUITE 1006NATICKNY10016NONEEXEMPTUNRESTRICTED$300
THE JEWISH MUSEUM
1109 5TH AVENUE E 92ND STREETNEW YORKNY10128NONEEXEMPTUNRESTRICTED$200
NARAL PRO-CHOICE AMERICA
1725 EYE STREET NW SUITE 900WASHINGTONDC20006NONEEXEMPTUNRESTRICTED$300
MARINES TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRIVETRIANGLEVA22172NONEEXEMPTUNRESTRICTED$1,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONEEXEMPTUNRESTRICTED$1,000
FEEDING AMERICA
PO BOX 96749WASHINGTONDC200906719NONEEXEMPTUNRESTRICTED$1,000
AMERICAN JEWISH COMMITTEE (AJC)
165 EAST 56TH STREETNEW YORKNY100222709NONEEXEMPTUNRESTRICTED$500
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017NONEEXEMPTUNRESTRICTED$500
JEWISH FAMILY AND CHILDRENS SERVICES
707 ALEXANDER ROAD SUITE 102PRINCETONNJ08540NONEEXEMPTUNRESTRICTED$500
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STREETNEW YORKNY10018NONEEXEMPTUNRESTRICTED$200
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVERESTONVA20190NONEEXEMPTUNRESTRICTED$500
READING IS FUNDAMENTAL
750 FIRST STREET NE SUITE 920WASHINGTONDC20002NONEEXEMPTUNRESTRICTED$500
FRIENDS OF THE SMITHSONIAN
PO BOX 37012 MRC 712WASHINGTONDC200137012NONEEXEMPTUNRESTRICTED$255
THE USO
PO BOX 96860WASHINGTONDC200777677NONEEXEMPTUNRESTRICTED$500
VETERANS OF FOREIGN WARS
406 W 34TH STREETKANSAS CITYMO64111NONEEXEMPTUNRESTRICTED$200
WNYC
PO BOX 1550NEW YORKNY101161550NONEEXEMPTUNRESTRICTED$200
THIRTEEN
PO BOX 1313NEW YORKNY10101NONEEXEMPTUNRESTRICTED$225
NATIONAL PARK FOUNDATION
PO BOX 17394BALTIMOREMD212989450NONEEXEMPTUNRESTRICTED$250
ROLLING MEADOWS
PO BOX 433DENTONNC27239NONEEXEMPTUNRESTRICTED$18,000
GOFUNDME
855 JEFFERSON AVENUEREDWOOD CITYCA94063NONEEXEMPTUNRESTRICTED$1,050
ST JUDE'S CHILDREN RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEEXEMPTUNRESTRICTED$100
BASILONE MEMORIAL FOUNDATION
91 WEST SOMERSET ST SUITE 2RARITANNJ08869NONEEXEMPTUNRESTRICTED$1,000
EVAS VILLAGE
393 MAIN STREETPATERSONNJ07501NONEEXEMPTUNRESTRICTEDUNRESTRICTED$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$189,861TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,889ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$144,329ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,760ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$543,832ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$751,810ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$751,810TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Line1LEONARD AND LOIS GREENBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line156 SEVEN OAKS CIRCLEAddressLine1Txt
CityHOLMDELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07733ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY ACCOUNTAT COST$4,341,672$7,361,848
MORGAN STANLEYAT COST$110,608$119,063

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$52RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSTOCK SETTLEMENTDesc
Revenue And Expenses Per Books$18,760RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$43,902Amt
Net Investment Income$43,902NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$8,901Amt
Net Investment Income$8,901NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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