LEONARD AND LOIS GREEN CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD AND LOIS GREEN CHARITABLE FOUNDATION (EIN 22-2836471)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-13
- IRS object ID
- 202003189349101765
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T10:52:37-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD C GREEN | PreparerPersonNm |
| PTIN | P00226901 | PTIN |
| Phone | 7326345100 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.254.81.65 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 15:35:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C8AFBCC8FE017652E903C2064D003754058425F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C8AFBCC8FE017652E903C2064D003754058425F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,283,708 | 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 | $92,672 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63,671 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $153,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,464,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $221,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,476 | 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 | $69,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$139 | 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 | $70,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,278,354 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,278,354 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,349,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,278,354 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,128,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,123 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,888,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $169,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $169,087 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,306,617 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,897,700 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,114,621 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,194,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,066,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,283,708 | 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 | $10,144,005 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,015,955 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,194,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,066,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,194,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,066,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,194,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,128,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,066,787 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,066,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|---|
| FIDELITY | 2019-07-01 | 2020-06-30 | $12,374,952 | $0 | $12,488,928 | -$113,976 | -$113,976 | |
| MORGAN STANLEY | 2019-07-01 | 2020-06-30 | $1,000 | $696 | $304 | $304 | ||
| CAPITAL GAINS DIVIDENDS | $88,307 | $88,307 | $88,307 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,365 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,571 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,933,206 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026557 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,121,472 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $193,919 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.783198 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,668 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $72,520 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.698676 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $94,285 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,191 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.806538 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.866118 | DistributionYr5Rt |
| Total Distribution | 9.181087 | TotalDistributionRt |
| Average Distribution | 1.836217 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,654,580 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,727,904 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,481 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,729,385 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,278,354 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,962 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,962 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $48 | EsPenaltyAmt |
| Tax Due | $3,010 | 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 (5 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 |
| LOIS S GREEN | ||||||||
| 56 SEVEN OAKS CIRCLE | HOLMDEL | NJ | 07733 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BETH GREEN CO LOIS 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 | $8,598,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,203,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,801,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,801,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,654,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,962 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,962 | TotalTaxAmt |
| Distributable Before Adj | $479,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $479,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $479,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,278,354 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,278,354 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,278,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $479,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $51,067 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,042 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,111,806 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,209,915 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,278,354 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $479,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $798,587 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,008,502 | 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 | $2,008,502 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,067 | ExcessFromYear4Amt |
| Excess From Year3 | $47,042 | ExcessFromYear3Amt |
| Excess From Year2 | $1,111,806 | ExcessFromYear2Amt |
| Excess From Current Year | $798,587 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GARDEN STATE CHAPTER LITTLE PEOPLE OF AMERICA | |||||||
| 14 ALLEN STREET | RUMSON | NJ | 07760 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| JEREMY'S HEROES | |||||||
| 900 ROUTE 9 | WOODBRIDGE | NJ | 07095 | NONE | EXEMPT | UNRESTRICTED | $912 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | UNRESTRICTED | $1,000,000 |
| OJ ANDERSON FOUNDATION | |||||||
| PO BOX 248 | LITTLE FALLS | NJ | 07424 | NONE | EXEMPT | UNRESTRICTED | $11,579 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | EXEMPT | UNRESTRICTED | $2,550 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| BRANCHBURG LACROSSE | |||||||
| PO BOX 5109 | NORTH BRANCH | NJ | 08876 | NONE | EXEMPT | UNRESTRICTED | $350 |
| NEW VOCATIONS RACEHORSE ADOPTION | |||||||
| 3293 WRIGHT ROAD | KAURA | OH | 45337 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| RWJ BARNABAS HEALTH | |||||||
| PO BOX 609 | MILLTOWN | NJ | 08850 | NONE | EXEMPT | UNRESTRICTED | $103,000 |
| MONMOUTH SYMPHONY ORCHESTRA | |||||||
| 55 NEPTUNE BLVD | NEPTUNE CITY | NJ | 07753 | NONE | EXEMPT | UNRESTRICTED | $650 |
| TWENTY TWENTY BOOKS | |||||||
| 450 INWOOD ROAD | LINDEN | NJ | 07036 | NONE | EXEMPT | UNRESTRICTED | $360 |
| HOUSING ALLIANCE FOR LONE SOLDIERS | |||||||
| 1235-A N CLAYBOURN STREET SUITE 237 | CHICAGO | IL | 60601 | NONE | EXEMPT | UNRESTRICTED | $360 |
| MONMOUTH UNIVERSITY | |||||||
| 400 CEDAR AVENUE | WEST LONG BRANCH | NJ | 07764 | NONE | EXEMPT | UNRESTRICTED | $10,000 |
| LUNCH BREAK | |||||||
| 121 DRS JAMES PARKER BLVD | RED BANK | NJ | 07701 | NONE | EXEMPT | UNRESTRICTED | $1,383 |
| THOROUGHBRED CHARITIES OF AMERICA | |||||||
| PO BOX 910668 | LEXINGTON | KY | 40591 | NONE | EXEMPT | UNRESTRICTED | $85,101 |
| GERRY DILGER EQUINE SCHOLARSHIP FUND | |||||||
| 449 LEWIS HARGETT CIRCLE SUITE 190 | LEXINGTON | KY | 40503 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| RACE TRACK CHAPLAINCY NY DIVISION | |||||||
| POBOX 37191 | ELMONT | NY | 11003 | NONE | EXEMPT | UNRESTRICTED | $26,109 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| BRENNAN CENTER FOR JUSTICE AT NYU | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| JOAN DANCY AND PALS | |||||||
| PO BOX 8157 | RED BANK | NJ | 07701 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| STUDENT SPONSOR PARTNERS | |||||||
| 424 MADISON AVENUE | NEW YORK | NY | 10017 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| RE-RUN THOROUGHBRED ADOPTIONS | |||||||
| 236 A WATERS ROAD EAST | GREENBUSH | NY | 12061 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| CORAL REEF ALLIANCE | |||||||
| 1330 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | EXEMPT | UNRESTRICTED | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,278,354 | 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 | $92,672 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,805 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $221,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,112 | 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 | $8,793,072 | $9,010,037 |
| MORGAN STANLEY | AT COST | $104,628 | $104,584 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $111 | $0 | $0 | $0 |
| PRIOR YEAR DONATION ADJUSTMENT | -$250 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $69,353 | Amt |
| Net Investment Income | $69,353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,594 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments