BETA

LEONARD AND LOIS GREEN CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LEONARD AND LOIS GREEN CHARITABLE FOUNDATION (EIN 22-2836471)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-01-25
IRS object ID
202210259349100606
Schema version
2020v4.1
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)
Return2022-01-25T11:59:16-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2022-01-25SignatureDt
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
Preparation2022-01-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,382,125FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$81,358InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,991InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$158,353DividendsRevAndExpnssAmt
Dividends Net Invst Incm$158,353DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$440,492NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,579,141GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$440,492CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,765OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,765OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$686,968TotalRevAndExpnssAmt
Total Net Invst Incm$620,601TotalNetInvstIncmAmt
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$39,427OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$39,427OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,502TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,427TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,645,075ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,645,075ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,684,577TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,427TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,645,075TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,997,609ExcessRevenueOverExpensesAmt
Net Investment Income$581,174NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$3CashEOYAmt
Cash EOYFMV$3CashEOYFMVAmt
Sav And Temp Cash Invst BOY$169,087SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$289,437SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$289,437SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$8,897,700OtherInvestmentsBOYAmt
Other Investments EOY$6,779,738OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,092,685OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,066,787TotalAssetsBOYAmt
Total Assets EOY$7,069,178TotalAssetsEOYAmt
Total Assets EOYFMV$8,382,125TotalAssetsEOYFMVAmt
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$9,015,955RetainedEarningBOYAmt
Retained Earning EOY$7,018,346RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,066,787TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,069,178TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,066,787TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,069,178TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,066,787TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,997,609ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,069,178SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,069,178TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY 671-901741P2020-07-012021-06-30$6,472,662$6,137,588$335,074$335,074
MORGAN STANLEY 625-027889-454P2020-07-012021-06-30$1,000$1,061-$61-$61
CAPITAL GAINS DIVIDENDSP$105,479$105,479$105,479
FieldValueIRS element (for citing)
Capital Gain Net Income$440,492CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,078InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,078SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,078TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Es Penalty$67EsPenaltyAmt
Overpayment$3,855OverpaymentAmt
Applied To ES Tax$3,855AppliedToESTaxAmt
Refund$0RefundAmt

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 Rqr0ComplyWithPublicInspRqrInd
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$8,218,287AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$179,004AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,397,291TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,397,291AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$125,959CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,271,332NetVlNoncharitableAssetsAmt
Minimum Investment Return$413,567MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$413,567MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,078TaxBasedOnInvestmentIncomeAmt
Total Tax$8,078TotalTaxAmt
Distributable Before Adj$405,489DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$405,489DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$405,489DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,645,075ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,645,075QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,645,075AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$405,489DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$51,067ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$47,042ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,111,806ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$798,587ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,008,502TotalExcessDistributionCyovAmt
Qualifying Distributions$2,645,075QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$405,489AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,239,586RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,248,088TotalCorpusAmt
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$51,067ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,197,021ExcessDistriCyovToNextYrAmt
Excess From Year4$47,042ExcessFromYear4Amt
Excess From Year3$1,111,806ExcessFromYear3Amt
Excess From Year1$798,587ExcessFromYear1Amt
Excess From Current Year$2,239,586ExcessFromCurrentYearAmt

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 (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457NONEEXEMPTUNRESTRICTED$2,500,000
CONGREGATION B'NAI ISRAEL
HANCE ROADRUMSONNJ07760NONEEXEMPTUNRESTRICTED$50,000
GLOBAL CENTER FOR SOCIAL ENTREPRENEURSHIP NETWORK FOUNDATION
430 OLD NEIGHBORHOOD RDKINGSTONNY12401NONEEXEMPTUNRESTRICTED$10,000
HADASSAH
40 WALL STREETNEW YORKNY10005NONEEXEMPTUNRESTRICTED$25,000
JEREMY'S HEROES
900 ROUTE 9WOODBRIDGENJ07095NONEEXEMPTUNRESTRICTED$1,625
NATIONAL MS SOCIETY
100 MERCER STJERSEY CITYNJ07302NONEEXEMPTUNRESTRICTED$100
NEW VOCATIONS RACEHORSE ADOPTION
3293 WRIGHT ROADKAURAOH45337NONEEXEMPTUNRESTRICTED$3,000
OJ ANDERSON FOUNDATION
PO BOX 248LITTLE FALLSNJ07424NONEEXEMPTUNRESTRICTED$3,500
RFH TOUCHDOWN CLUB
PO BOX 6463FAIR HAVENNJ07704NONEEXEMPTUNRESTRICTED$1,000
RONALD MCDONALD HOUSE
110 NORTH CARPENTER STREETCHICAGOIL60607NONEEXEMPTUNRESTRICTED$1,000
THE JIMMY FUND
10 BROOKLINE PLACE WESTBROOKLINEMA02445NONEEXEMPTUNRESTRICTED$2,000
ACLU
89 MARKET STREET 7NEWARKNJ07102NONEEXEMPTUNRESTRICTED$1,000
WHIN MUSIC COMMUNITY
401 W 164TH ST 4TH FLOORNEW YORKNY10032NONEEXEMPTUNRESTRICTED$2,000
SAINT DOROTHEA CHURCH
240 BROAD STREETEATONTOWNNJ07724NONEEXEMPTUNRESTRICTED$250
KORTNEY ROSE FOUNDATION
41 SUMMERFIELD AVENUEOCEANPORTNJ07757NONEEXEMPTUNRESTRICTED$750
SOMERVILLE HS BOYS BASKETBALL BOOSTER CLUB
PO BOX 5192NORTH BRANCHNJ08876NONEEXEMPTUNRESTRICTED$120
JENNS LEGACY OF LOVE
GFM 855 JEFFERSON AVENUEREDWOOD CITYCA94063NONEEXEMPTUNRESTRICTED$1,050
THE HELENE WHITMAN MEMORIAL CANCER FUND
29 HANCE ROADFAIR HAVENNJ07704NONEEXEMPTUNRESTRICTED$180
TAKE2 SECOND CAREER THOROUGHBRED PROGRAM INC
PO BOX 21028FLORAL PARKNY11002NONEEXEMPTUNRESTRICTED$10,000
TEMPLE ISRAEL OF NATICK
12 ELWIN ROADNATICKMA01760NONEEXEMPTUNRESTRICTED$5,000
MEDFORD HIGHSCHOOL
137 HARTFORD ROADMEDFORDNJ08055NONEEXEMPTUNRESTRICTED$2,500
NY RACE TRACK CHAPLAINCY
2150 HEMPSTEAD TURNPIKEELMONTNY11003NONEEXEMPTUNRESTRICTED$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,645,075TotalGrantOrContriPdDurYrAmt
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$81,358ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$158,353ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,765ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$440,492ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$681,968ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$681,968TotalIncomeProducingActyAmt

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$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY ACCOUNTAT COST$6,672,358$7,949,540
MORGAN STANLEYAT COST$107,380$143,145

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$75RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$1,765RevenueAndExpensesPerBooksAmt
Net Investment Income$1,765NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$39,427Amt
Net Investment Income$39,427NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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