LEONARD AND LOIS GREEN CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD AND LOIS GREEN CHARITABLE FOUNDATION (EIN 22-2836471)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-13
- IRS object ID
- 201913179349102351
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T14:40:12-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-11-13 | 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 | 2019-11-13 | 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 | 2019-11-13 | IPDt |
| IP Tm | 14:27:23 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,506,026 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,093,820 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,948 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,108 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,108 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,346 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $541,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,346 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,206,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,606 | 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 |
| Accounting Fees Rev And Expnss | $300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,448 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48 | 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 | $22,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,571 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,571 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,571 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,025,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,158 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,888,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,888,217 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $131,308 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,306,617 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,617,806 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $168,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,194,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,506,026 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $118,150 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,144,005 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $168,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,194,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $168,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,194,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $168,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,025,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,194,837 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,194,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY | 2018-07-01 | 2019-06-30 | $32,631 | $31,670 | $961 | $961 | |
| FIDELITY | 2018-07-01 | 2019-01-01 | $500,565 | $498,234 | $2,331 | $2,331 | P |
| MORGAN STANLEY | 2018-07-01 | 2019-06-30 | $3,000 | $2,982 | $18 | $18 | P |
| CAPITAL GAINS DIVIDENDS | $5,036 | $5,036 | $5,036 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,346 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,121,472 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $193,919 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 5.783198 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,668 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,520 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.698676 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,285 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,191 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.806538 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,373 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.866118 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,854 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,745 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.892251 | DistributionYr5Rt |
| Total Distribution | 11.046781 | TotalDistributionRt |
| Average Distribution | 2.209356 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,933,206 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,108,564 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $782 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,109,346 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,571 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,563 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,563 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,563 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $1,563 | 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 |
| 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 | $3,394,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,628,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,023,559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,023,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,933,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,660 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,660 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,563 | TotalTaxAmt |
| Distributable Before Adj | $295,097 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $295,097 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $295,097 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,571 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $157,571 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,571 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,239 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,629 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,725 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,042 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,111,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,347,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,571 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $137,526 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $137,526 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,209,915 | 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 | $1,209,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $51,067 | ExcessFromYear3Amt |
| Excess From Year2 | $47,042 | ExcessFromYear2Amt |
| Excess From Year1 | $1,111,806 | ExcessFromYear1Amt |
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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLBY COLLEGE RUGBY SUPPORT | ||||||||
| 4322 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |
| HABITAT FOR HUMANITY NASSAU COUNTY NY INC | ||||||||
| 1400 OLD NORTHERN BLVD | ROSLYN | NY | 11576 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |
| BLUE BUFFALO FOUNDATION | ||||||||
| PO BOX 770 | WILTON | CT | 06897 | NONE | EXEMPT | UNRESTRICTED | $12,500 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | EXEMPT | UNRESTRICTEDUNRESTRICTEDUNRESTRICTED | $2,500 | |
| ENVITA MEDICAL CENTER | ||||||||
| 8759 E BELL ROAD | SCOTTSDALE | AZ | 85260 | NONE | EXEMPT | UNRESTRICTEDUNRESTRICTED | $27,906 | |
| FULFILL | ||||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | EXEMPT | UNRESTRICTED | $250 | |
| GCSEN | ||||||||
| 430 OLD NEIGHBORHOOD RD | KINGSTON | NY | 12401 | NONE | EXEMPT | UNRESTRICTED | $2,400 | |
| HABITAT FOR HUMANITY | ||||||||
| 45 SOUTH STREET | FREEHOLD | NJ | 07728 | NONE | EXEMPT | UNRESTRICTEDUNRESTRICTED | $5,000 | |
| JEREMY'S HEROES | ||||||||
| 900 ROUTE 9 | WOODBRIDGE | NJ | 07095 | NONE | EXEMPT | UNRESTRICTED | $9,650 | |
| JEWISH FEDERATION FOR THE RIGHTEOUS | ||||||||
| 80 MAIN STREET SUITE 380 | WEST ORANGE | NJ | 07052 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |
| LABS4RESCUE INC | ||||||||
| PO BOX 955 | KILLINGWORTH | CT | 06419 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |
| MONMOUTH COUNTY SCPA | ||||||||
| 260 WALL STREET | EATONTOWN | NJ | 07724 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |
| PROJECT 375 | ||||||||
| 332 S MICHIGAN AVENUE 9TH FLOOR | CHICAGO | IL | 60604 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |
| RFH TOUCHDOWN CLUB | ||||||||
| PO BOX 6463 | FAIR HAVEN | NJ | 07704 | NONE | EXEMPT | UNRESTRICTED | $7,050 | |
| RONALD MCDONALD HOUSE | ||||||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | NONE | EXEMPT | UNRESTRICTED | $455 | |
| SAINT BARNABUS HEALTHCARE SYSTEM | ||||||||
| 95 OLD SHORT HILLS ROAD | WEST ORANGE | NJ | 07052 | NONE | EXEMPT | UNRESTRICTEDUNRESTRICTED | $5,000 | |
| OPERATION FIRST RESPONSE | ||||||||
| 20037 DOVE HILL ROAD | CULPEPER | VA | 22701 | NONE | EXEMPT | UNRESTRICTED | $250 | |
| OJ ANDERSON FOUNDATION | ||||||||
| 74 PARK TERRACE | CALDWELL | NJ | 07006 | NONE | EXEMPT | UNRESTRICTED | $21,200 | |
| BECAUSE PEOPLE MATTER | ||||||||
| C/O ZAYLAN JACOBSEN 21 BABSON | WELLESLEY HILLS | MA | 02481 | NONE | EXEMPT | UNRESTRICTED | $5,000 | COLLEGE DRIVE UNIT 2572 |
| MJHS INSTITUTE | ||||||||
| 39 BROADWAY 3RD FLOOR | NEW YORK | NY | 10006 | NONE | EXEMPT | UNRESTRICTED | $100 | |
| MOFFITT CANCER CENTER FOUNDATION | ||||||||
| 12902 USF MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | EXEMPT | UNRESTRICTED | $2,500 | |
| NATIONAL STUTTERING ASSOCIATION | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | EXEMPT | UNRESTRICTED | $5,000 | |
| MONTCLAIR UNIVERSITY | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | EXEMPT | UNRESTRICTED | $2,000 | |
| SAINT JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | UNRESTRICTED | $2,310 | |
| LONG SHADOWS CHARITABLE FOUNDATION | ||||||||
| 49 DR BROWN LANE | CAMBRIDGE | NY | 12816 | NONE | EXEMPT | UNRESTRICTED | $6,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,571 | 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 | $23,948 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,108 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,346 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,402 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD AND LOIS GREEN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 SEVEN OAKS CIRCLE | AddressLine1Txt |
| City | HOLMDEL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,093,820 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY ACCOUNT | AT COST | $8,204,184 | $8,511,409 |
| MORGAN STANLEY | AT COST | $102,433 | $106,397 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $48 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $22,448 | Amt |
| Net Investment Income | $22,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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