LEONARD AND LOIS GREEN CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD AND LOIS GREEN CHARITABLE FOUNDATION (EIN 22-2836471)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202511349349101421
- Schema version
- 2023v6.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T08:53:09-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,131,786 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20,695 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,695 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,901,948 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,362 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,912 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,912 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $162,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,695 | 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 | $37,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,120 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,369 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | 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 | $47,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $601,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $601,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $649,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $601,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$486,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,582,463 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $250,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $250,005 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,406,147 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,252,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,881,778 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,988,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,502,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,131,786 | 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 | $4,937,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,451,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,988,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,502,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,988,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,502,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,988,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$486,601 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,502,011 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,502,011 | 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 671-901741 | P | 2023-07-01 | 2023-12-31 | $2,881,690 | $2,858,277 | $23,413 | $23,413 |
| MORGAN STANLEY 625-027889 | P | 2023-01-01 | 2024-06-30 | $11,514 | $13,309 | -$1,795 | -$1,795 |
| CAPITAL GAINS DIVIDENDS | P | $8,744 | $8,744 | $8,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,362 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,745 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,745 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,745 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $104 | EsPenaltyAmt |
| Tax Due | $1,849 | TaxDueAmt |
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 | $4,782,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $622,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,404,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,404,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,323,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,745 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,745 | TotalTaxAmt |
| Distributable Before Adj | $264,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,448 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $601,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $601,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $798,587 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,239,586 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,374,418 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,412,591 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $601,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $336,952 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,749,543 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,749,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $798,587 | ExcessFromYear4Amt |
| Excess From Year3 | $2,239,586 | ExcessFromYear3Amt |
| Excess From Year1 | $2,374,418 | ExcessFromYear1Amt |
| Excess From Current Year | $336,952 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BACKSTRETCH EMPLOYEE SERVICE TEAM | ||||||||||||
| 2150 HEMPSTEAD TURNPIKE GATE 6 | ELMONT | NY | 11003 | NONE | EXEMPT | UNRESTRICTED | $6,036 | |||||
| CONGREGATION B'NAI ISRAEL | ||||||||||||
| 171 RIDGE ROAD | RUMSON | NJ | 07760 | NONE | EXEMPT | UNRESTRICTED | $46,086 | |||||
| GARDEN STATE CHAPTER LITTLE PEOPLE OF AMERICA | ||||||||||||
| 14 ALLEN STREET | RUMSON | NJ | 07760 | NONE | EXEMPT | UNRESTRICTED | $2,500 | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 45 SOUTH STREET | FREEHOLD | NJ | 07728 | NONE | EXEMPT | UNRESTRICTED | $3,500 | |||||
| HORSE FARMS FOREVER INC | ||||||||||||
| PO BOX 5279 | OCALA | FL | 344785279 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |||||
| JEREMY'S HEROES | ||||||||||||
| 900 ROUTE 9 | WOODBRIDGE | NJ | 07095 | NONE | EXEMPT | UNRESTRICTED | $27,515 | |||||
| MEGHAN ROSE BRADLEY FOUNDATION | ||||||||||||
| 6 PRESTON DRIVE | BRANCHBURG | NJ | 08876 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |||||
| NEW VOCATIONS RACEHORSE ADOPTION | ||||||||||||
| 719 DOLAN LANE | LEXINGTON | KY | 40511 | NONE | EXEMPT | UNRESTRICTED | $32,000 | |||||
| NY RACE TRACK CHAPLAINCY | ||||||||||||
| 2150 HEMPSTEAD TURNPIKE | ELMONT | NY | 11003 | NONE | EXEMPT | UNRESTRICTED | $141,840 | |||||
| RFH TOUCHDOWN CLUB | ||||||||||||
| PO BOX 674 | RUMSON | NJ | 07760 | NONE | EXEMPT | UNRESTRICTED | $3,200 | |||||
| SAINT JUDE CANCER RESEARCH | ||||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | UNRESTRICTED | $100 | |||||
| STABLE RECOVER INC | ||||||||||||
| 321 HUMMINGBIRD LANE | LEXINGTON | KY | 40503 | NONE | EXEMPT | UNRESTRICTED | $25,000 | |||||
| OJ ANDERSON SCHOLARSHIP FOUNDATION | ||||||||||||
| PO BOX 248 | LITTLE FALLS | NJ | 07424 | NONE | EXEMPT | UNRESTRICTEDUNRESTRICTED | $7,500 | |||||
| KOOL KIDS FOUNDATION | ||||||||||||
| 50 CHURCH STREET L6-L7 | MONTCLAIR | NJ | 07042 | NONE | EXEMPT | UNRESTRICTEDUNRESTRICTED | $7,500 | |||||
| THE FOUNDATION FOR THE HORSE | ||||||||||||
| 4033 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | EXEMPT | UNRESTRICTED | $180 | |||||
| DETECTOGETHER | ||||||||||||
| PO BOX 1153 | WESTBOROUGH | MA | 01581 | NONE | EXEMPT | UNRESTRICTED | $1,091 | |||||
| WILL 2 TREP INC | ||||||||||||
| 115 ALLEN STREET APT 7 | NEW YORK | NY | 10002 | NONE | EXEMPT | UNRESTRICTED | $15,000 | |||||
| FORT RILEY AND AUSA OPERATION SANTA CLAUS | ||||||||||||
| PO BOX 2427 | FORT RILEY | KS | 66448 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |||||
| HOSPICE OF THE PANHANDLE | ||||||||||||
| 330 HOSPICE LANE | KEARNEYSVILLE | WV | 25430 | NONE | EXEMPT | UNRESTRICTED | $180 | |||||
| JERSEY SHORE DREAM CENTER | ||||||||||||
| 41 POPLAR AVENUE WEST | LONG BRANCH | NJ | 07764 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |||||
| COMPUTERS 4 PEOPLE | ||||||||||||
| 321 NEWARK STREET SUITE 3 | HOBOKEN | NJ | 070302434 | NONE | EXEMPT | UNRESTRICTED | $1,036 | |||||
| GO FUND ME - KIDNEY FOR THOMAS | ||||||||||||
| 8605 SANTA MONICA BLVD 88639 | WEST HOLLYWODD | CA | 90069 | NONE | EXEMPT | UNRESTRICTED | $5,101 | |||||
| MAGEN DAVID ADOM IN ISRAEL | ||||||||||||
| NONE | EXEMPT | UNRESTRICTED | $360 | 5 HAPLADA STREET | ORYEHUDA | ISRAEL | IS | 6021805 | ||||
| BAYIT BRIGADE | ||||||||||||
| 1235 N CLYBOURN AVENUE SUITE 237 | CHICAGO | IL | 60610 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |||||
| NEW JERSEY ANGELS | ||||||||||||
| 915 BENNETTS MILLS ROAD 794 | JACKSON | NJ | 08527 | NONE | EXEMPT | UNRESTRICTED | $500 | |||||
| BRING THEM HOME NOW | ||||||||||||
| 228 PARK AVENUE S 71410 | NEW YORK | NY | 10003 | NONE | EXEMPT | UNRESTRICTED | $500 | |||||
| MENS X MENTAL | ||||||||||||
| 130 MAPLE AVENUE SUITE 6E | RED BANK | NJ | 07701 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |||||
| NATIONAL MUSEUM OF RACING AND HALL OF FAME | ||||||||||||
| 191 UNION AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |||||
| UNIVERSITY OF HARTFORD | ||||||||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |||||
| SPCA | ||||||||||||
| PO BOX 96506 | WASHINGTON | DC | 20090 | NONE | EXEMPT | UNRESTRICTED | $25 | |||||
| AMIKIDS INC | ||||||||||||
| 5915 BENJAMIN CENTER DRIVE | TAMPA | FL | 33634 | NONE | EXEMPT | UNRESTRICTED | $200 | |||||
| WOUNDED WARRIOR PROJECT | ||||||||||||
| 370 7TH AVENUE SUITE 1802 | NEW YORK | NY | 10001 | NONE | EXEMPT | UNRESTRICTED | $200 | |||||
| BACKSIDE LEARNING CENTER | ||||||||||||
| 3131 S 2ND STREET 389 | LOUISVILLE | KY | 40208 | NONE | EXEMPT | UNRESTRICTED | $250 | |||||
| NATIONAL STUTTERING FOUNDATION | ||||||||||||
| 3261 RICHMOND AVENUE 1191 | STATEN ISLAND | NY | 10312 | NONE | EXEMPT | UNRESTRICTED | $250,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $601,400 | 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 | $20,695 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,726 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $162,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,695 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY ACCOUNT | AT COST | $4,134,704 | $5,224,806 |
| MORGAN STANLEY | AT COST | $117,299 | $1,656,972 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,912 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,912 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $37,120 | Amt |
| Net Investment Income | $37,120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $257 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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