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LEONARD AND LOIS GREEN CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
LEONARD AND LOIS GREEN CHARITABLE FOUNDATION (EIN 22-2836471)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-14
IRS object ID
201301349349100160
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-14T07:53:29-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN222138828EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEONARD C GREEN & CO PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9AddressLine1
CityWOODBRIDGECity
StateNJState
ZIP Code07095ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222836471EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LEONARD AND LOIS GREEN CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLEONNameControl
Phone7326345100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9AddressLine1
CityWOODBRIDGECity
StateNJState
ZIP Code07095ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLEONARD C GREENName
TitleTRUSTEETitle
Phone7326345100Phone
Date Signed2013-05-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLEONARD C GREENName
PTINP00226901PTIN
Phone7326345100Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY11529FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss3000ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss291DividendsRevAndExpnss
Dividends Net Invst Incm291DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses3291TotalRevenueAndExpenses
Total Net Investment Income291TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Prof Fees Rev And Expnss73OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm0OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm0OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss73TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1130ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1130ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1203TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps1130TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2088ExcessOfRevenueOverExpenses
Net Investment Income291NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1955CashBOY
Cash EOY3752CashEOY
Cash EOYFMV3752CashEOYFMV
Savings And Temp Cash Invst BOY7523SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY7814SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV7777SavingsAndTempCashInvstEOYFMV
Total Assets BOY9478TotalAssetsBOY
Total Assets EOY11566TotalAssetsEOY
Total Assets EOYFMV11529TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY50832CapitalStockBOY
Capital Stock EOY50832CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-41354RetainedEarningsBOY
Retained Earnings EOY-39266RetainedEarningsEOY
Total Net Assets BOY9478TotalNetAssetsBOY
Total Net Assets EOY11566TotalNetAssetsEOY
Total Liabilities Net Assets BOY9478TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY11566TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY9478TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2088ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal11566Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY11566TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1960QualifyingDistributionsYear1
Noncharitable Assets Year19974NoncharitableAssetsYear1
Distribution Ratio Year10.096250DistributionRatioYear1
Qualifying Distributions Year24475QualifyingDistributionsYear2
Noncharitable Assets Year210609NoncharitableAssetsYear2
Distribution Ratio Year20.421812DistributionRatioYear2
Qualifying Distributions Year330199QualifyingDistributionsYear3
Noncharitable Assets Year311111NoncharitableAssetsYear3
Distribution Ratio Year32.717937DistributionRatioYear3
Qualifying Distributions Year416325QualifyingDistributionsYear4
Noncharitable Assets Year416690NoncharitableAssetsYear4
Distribution Ratio Year40.978131DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year50NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio4.214130TotalDistributionRatio
Average Distribution Ratio0.842826AverageDistributionRatio
Net Noncharitable Assets9280NetNoncharitableAssets
Adjusted Noncharitable Assets7821AdjustedNoncharitableAssets
One Percent Net Investment Income3OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One7824AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1130QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax6InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal6Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income6TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment97EstTaxPaymentsAndOverpayment
Total Credits And Payments97TotalCreditsAndPayments
Overpayment91Overpayment
Amount Credited To Next Year91AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNJStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Website AddressNONEWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEONARD C GREENBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7326345100BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9 WOODBRDIGE NJAddressLine1
CityWOODBRIDGECity
StateNJState
ZIP Code07095ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
LEONARD C GREEN
56 SEVEN OAKS CIRCLEHOLMDELNJ07733TRUSTEE0.50000
LOIS S GREEN
56 SEVEN OAKS CIRCLEHOLMDELNJ07733TRUSTEE0.50000
BETH GREEN CO LOIS GREEN
56 SEVEN OAKS CIRCLEHOLMDELNJ07733TRUSTEE0.50000
DEBRA GREEN
24 COONEY TERRACEFAIR HAVENNJ07704TRUSTEE0.50000
JONATHAN GREEN
23 MCCARTER AVENUEFAIR HAVENNJ07704TRUSTEE0.50000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1975AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances7446AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets9421TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets9421AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable141CashDeemedCharitable
Net Noncharitable Assets9280NetNoncharitableAssets
Minimum Investment Return464MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return464MinimumInvestmentReturn
Tax Based On Investment Income6TaxBasedOnInvestmentIncome
Total Tax6TotalTax
Distributable Amount Before Adj458DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded458DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted458DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1130ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions1130QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1130AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted458DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year415490ExcessDistriCarryoverYear4
Excess Distri Carryover Year329645ExcessDistriCarryoverYear3
Excess Distri Carryover Year23945ExcessDistriCarryoverYear2
Excess Distri Carryover Year1463ExcessDistriCarryoverYear1
Total Excess Distri Carryover49543TotalExcessDistriCarryover
Qualifying Distributions1130QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year458AppliedToCurrentYear
Remaining Distri From Corpus672RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus50215TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year50215ExcessDistriCyovToNextYear
Excess From Year415490ExcessFromYear4
Excess From Year329645ExcessFromYear3
Excess From Year23945ExcessFromYear2
Excess From Year1463ExcessFromYear1
Excess From Current Year672ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameLEONARD C GREENRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9AddressLine1
CityWOODBRIDGECity
StateNJState
ZIP Code07095ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number7326345100RecipientPhoneNumber
Form And Info And MaterialsAPPLICANTS SHOULD SUBMIT A BRIEF OUTLINE OF WHAT THE CONTRIBUTIONS WILL BE USED FOR.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457EXEMPTUNRESTRICTED$400
THE JIMMY FUND
10 BROOKLINE PLACE WESTBROOKLINEMA02445EXEMPTUNRESTRICTED$200
CHRONIC DISEASE FUND
6900 N DALLAS PARKWAYPLANOTX75024EXEMPTUNRESTRICTED$100
HELENE WHITMAN MEMORIAL CANCER FUND
353 EAST 72 ST 12 CNEW YORKNY10021EXEMPTUNRESTRICTED$180
SAGE ELDERCARE
290 BROAD STREETSUMMITNJ07901EXEMPTUNRESTRICTED$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1130TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$291ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$291ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA291TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$73Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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