LEONARD AND LOIS GREEN CHARITABLE FOUNDATION: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
LEONARD AND LOIS GREEN CHARITABLE FOUNDATION (EIN 22-2836471)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-11
IRS object ID
201101319349100430
Schema version
2009v1.7
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)
Timestamp2011-05-11T12:53:48-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2009-07-01TaxPeriodBeginDate

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 Signed2011-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLEONARD C GREENName
Phone7326345100Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY10026FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss4000ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss4DividendsRevAndExpnss
Dividends Net Invst Incm4DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses4004TotalRevenueAndExpenses
Total Net Investment Income4TotalNetInvestmentIncome
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
Accounting Fees Rev And Expnss400AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss88OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm88OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm0OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss488TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm88TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss4475ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps4475ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss4963TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm88TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps4475TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-959ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY2CashBOY
Cash EOY346CashEOY
Cash EOYFMV346CashEOYFMV
Savings And Temp Cash Invst BOY10983SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY9680SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV9680SavingsAndTempCashInvstEOYFMV
Total Assets BOY10985TotalAssetsBOY
Total Assets EOY10026TotalAssetsEOY
Total Assets EOYFMV10026TotalAssetsEOYFMV
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-39847RetainedEarningsBOY
Retained Earnings EOY-40806RetainedEarningsEOY
Total Net Assets BOY10985TotalNetAssetsBOY
Total Net Assets EOY10026TotalNetAssetsEOY
Total Liabilities Net Assets BOY10985TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY10026TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY10985TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-959ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal10026Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY10026TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year130199QualifyingDistributionsYear1
Noncharitable Assets Year111111NoncharitableAssetsYear1
Distribution Ratio Year12.717937DistributionRatioYear1
Qualifying Distributions Year216325QualifyingDistributionsYear2
Noncharitable Assets Year216690NoncharitableAssetsYear2
Distribution Ratio Year20.978131DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year30NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year40NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year546450QualifyingDistributionsYear5
Noncharitable Assets Year519943NoncharitableAssetsYear5
Distribution Ratio Year52.329138DistributionRatioYear5
Total Distribution Ratio6.025206TotalDistributionRatio
Average Distribution Ratio1.205041AverageDistributionRatio
Net Noncharitable Assets10609NetNoncharitableAssets
Adjusted Noncharitable Assets12784AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One12784AdjNonchrtblAssetsAndOnePct
Qualifying Distributions4475QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment99EstTaxPaymentsAndOverpayment
Total Credits And Payments99TotalCreditsAndPayments
Overpayment99Overpayment
Amount Credited To Next Year99AmountCreditedToNextYear
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

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 Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances10771AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets10771TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets10771AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable162CashDeemedCharitable
Net Noncharitable Assets10609NetNoncharitableAssets
Minimum Investment Return530MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return530MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj530DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded530DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted530DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions4475ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions4475QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions4475AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted530DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year545519ExcessDistriCarryoverYear5
Excess Distri Carryover Year215490ExcessDistriCarryoverYear2
Excess Distri Carryover Year129645ExcessDistriCarryoverYear1
Total Excess Distri Carryover90654TotalExcessDistriCarryover
Qualifying Distributions4475QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year530AppliedToCurrentYear
Remaining Distri From Corpus3945RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus94599TotalCorpus
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 Year545519ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year49080ExcessDistriCyovToNextYear
Excess From Year215490ExcessFromYear2
Excess From Year129645ExcessFromYear1
Excess From Current Year3945ExcessFromCurrentYear

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 (19 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AUTISM SPEAKS
5455 WILSHIRE BLVD SUITE 2250LOS ANGELESCA900364272EXEMPTUNRESTRICTED$25
CENVEO SCHOLARSHIP FUND
ONE CANTERBURY GREENSTAMFORDCT06901EXEMPTUNRESTRICTED$1,000
CONGREGATION B'NAI ISRAEL
HANCE ROADRUMSONNJ07760EXEMPTUNRESTRICTED$850
JEREMY'S HEROES
900 ROUTE 9WOODBRIDGENJ07095EXEMPTUNRESTRICTED$100
PAN MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494EXEMPTUNRESTRICTED$200
SARCOMA ALLIANCE CO PAUL CORLISS
2430 ROUTE 34MANASQUANNJ08736EXEMPTUNRESTRICTED$50
MANASQUAN ELEMENTARY SCHOOL
27 NEWARK AVENUEMANASQUANNJ08736EXEMPTUNRESTRICTED$100
WWP FOOTBALL CLUB
PO BOX 102WEST WINDSORNJ08550EXEMPTUNRESTRICTED$100
MONMOUTH COUNTY BSA CO CARL GROSS
PO BOX 5008FREEHOLDNJ07728EXEMPTUNRESTRICTED$500
AMERICAN COMMITTE FOR SHAARE ZEDEK MEDICAL CTR
49 WEST 45 STNEW YORKNY10036EXEMPTUNRESTRICTED$100
CHILDRENS HOSPITAL OF BOSTON CO VANESSA LOVERING
54 PINE HILL ROADHOLLISNH03049EXEMPTUNRESTRICTED$300
GONZMART FAMILY FOUNDATION
PO BOX 5027TAMPAFL33675EXEMPTUNRESTRICTED$200
NATIONAL MS SOCIETY CO KEVIN SHANE
100 MERCER STJERSEY CITYNJ07302EXEMPTUNRESTRICTED$100
RTCOA OCALA FARM MINISTRY
PO BOX 770923OCALAFL34477EXEMPTUNRESTRICTED$250
MATAWAN REGIONAL HIGH SCHOOL
450 ATLANTIC AVENUEMATAWANNJ07747EXEMPTUNRESTRICTED$50
WESLEYAN HOMES BENEVOLENT FUND
PO BOX 486GEORGETOWNTX78627EXEMPTUNRESTRICTED$25
MAKE A WISH FOUNDATION
4742 N 24TH STREETPHOENIXAZ85016EXEMPTUNRESTRICTED$25
RIVERWALK FOR DADS CO RICHARD GONZMART
2025 EAST 7TH AVENUETAMPAFL33605EXEMPTUNRESTRICTED$250
HOSPICE OF MARION COUNTY
3231 SW 34TH AVENUEOCALAFL34474EXEMPTUNRESTRICTED$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year4475TotGrantOrContriPaidDuringYear
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$4ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$4ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4TotalPartXVIA

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$400Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$88Amount
Net Investment Income88NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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