LEONARD AND LOIS GREEN CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LEONARD AND LOIS GREEN CHARITABLE FOUNDATION (EIN 22-2836471)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-02-25
IRS object ID
202610569349100516
Schema version
2024v5.5
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)
Return2026-02-25T15:37:09-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222138828PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEONARD C GREEN & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9AddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222836471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEONARD AND LOIS GREENBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEONBusinessNameControlTxt
Phone7326345100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9 601AddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEONARD C GREENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7326345100PhoneNum
Signature2026-02-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEONARD C GREENPreparerPersonNm
PTINP00226901PTIN
Phone7326345100PhoneNum
Preparation2026-02-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,735,111FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20,582InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,582InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$87,719DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,719DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$362,310NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,759,608GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$362,310CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$470,611TotalRevAndExpnssAmt
Total Net Invst Incm$470,611TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$43,762OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43,719OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,965TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,965TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,727TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,684TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,457,753ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,457,753ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,504,480TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,684TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,457,753TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,033,869ExcessRevenueOverExpensesAmt
Net Investment Income$423,927NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$250,008CashBOYAmt
Cash EOY$448,937CashEOYAmt
Cash EOYFMV$448,937CashEOYFMVAmt
Corporate Stock BOY$4,252,003CorporateStockBOYAmt
Corporate Stock EOY$3,019,205CorporateStockEOYAmt
Corporate Stock EOYFMV$4,286,174CorporateStockEOYFMVAmt
Total Assets BOY$4,502,011TotalAssetsBOYAmt
Total Assets EOY$3,468,142TotalAssetsEOYAmt
Total Assets EOYFMV$4,735,111TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$50,832CapitalStockBOYAmt
Capital Stock EOY$50,832CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,451,179RetainedEarningBOYAmt
Retained Earning EOY$3,417,310RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,502,011TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,468,142TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,502,011TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,468,142TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,502,011TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,033,869ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,468,142SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,468,142TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP2023-01-012025-06-30$1,346$830$516$516
FIDELITYP2024-07-012025-06-30$2,751,340$2,396,468$354,872$354,872
CAPITAL GAINS DIVIDENDSP$6,922$6,922$6,922
FieldValueIRS element (for citing)
Capital Gain Net Income$362,310CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,893InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,893SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,893TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$97EsPenaltyAmt
Tax Due$5,990TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LEONARD C GREENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7326345100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9 WOODBRDIGE NJAddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEONARD C GREEN
56 SEVEN OAKS CIRCLEHOLMDELNJ07733TRUSTEE0.50$0$0$0
BETH GREEN CO LEN GREEN
56 SEVEN OAKS CIRCLEHOLMDELNJ07733TRUSTEE0.50$0$0$0
DEBRA GREEN
11 OYSTER BAY AVENUERUMSONNJ07760TRUSTEE0.50$0$0$0
JONATHAN GREEN
20 GRANGE WALKFAIR HAVENNJ07704TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,171,798AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$850,608AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,022,406TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,022,406AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,336CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,947,070NetVlNoncharitableAssetsAmt
Minimum Investment Return$247,354MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$247,354MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,893TaxBasedOnInvestmentIncomeAmt
Total Tax$5,893TotalTaxAmt
Distributable Before Adj$241,461DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$241,461DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$241,461DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,457,753ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,457,753QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$241,461DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$798,587ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,239,586ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,374,418ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$5,412,591TotalExcessDistributionCyovAmt
Qualifying Distributions$1,457,753QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$241,461AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,216,292RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,628,883TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$798,587ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,830,296ExcessDistriCyovToNextYrAmt
Excess From Year4$2,239,586ExcessFromYear4Amt
Excess From Year2$2,374,418ExcessFromYear2Amt
Excess From Current Year$1,216,292ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLEONARD C GREENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9 SUITE 601AddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7326345100RecipientPhoneNum
Recipient Email AddressLGREEN@GREENCO.COMRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICANTS SHOULD SUBMIT A BRIEF OUTLINE OF WHAT THE CONTRIBUTIONS WILL BE USED FOR.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
250 WILLIAMS STREETATLANTAGA30303NONEEXEMPTUNRESTRICTED$264
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457NONEEXEMPTUNRESTRICTED$1,000,000
BACKSTRETCH EMPLOYEE SERVICE TEAM
2150 HEMPSTEAD TURNPIKE GATE 6ELMONTNY11003NONEEXEMPTUNRESTRICTED$10,000
RUMSON JEWISH CENTER
171 RIDGE ROADRUMSONNJ07760NONEEXEMPTUNRESTRICTED$78,409
GARDEN STATE CHAPTER LITTLE PEOPLE OF AMERICA
14 ALLEN STREETRUMSONNJ07760NONEEXEMPTUNRESTRICTED$2,500
JEREMY'S HEROES
900 ROUTE 9 SUITE 601WOODBRIDGENJ07095NONEEXEMPTUNRESTRICTED$9,750
MEGHAN ROSE BRADLEY FOUNDATION
6 PRESTON DRIVEBRANCHBURGNJ08876NONEEXEMPTUNRESTRICTED$10,000
NATIONAL STUTTERING FOUNDATION
3261 RICHMOND AVENUE 119STATEN ISLANDNY10312NONEEXEMPTUNRESTRICTED$130,000
NEW VOCATIONS RACEHORSE ADOPTION
719 DOLAN LANELEXINGTONKY40511NONEEXEMPTUNRESTRICTED$4,200
NY RACE TRACK CHAPLAINCY
2150 HEMPSTEAD TURNPIKEELMONTNY11003NONEEXEMPTUNRESTRICTED$27,500
OCALA FARM MINISTRY
489 NW 110TH AVENUEOCALAFL334822536NONEEXEMPTUNRESTRICTED$250
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONEEXEMPTUNRESTRICTED$10,000
RFH TOUCHDOWN CLUB
PO BOX 674RUMSONNJ07760NONEEXEMPTUNRESTRICTED$3,200
9 MILE PROJECT
C/O JAKE MAULLANEY 45 KILRONAN RDWESTWOODMA02090NONEEXEMPTUNRESTRICTEDUNRESTRICTED$10,000
BASILONE MEMORIAL FOUNDATION
91 W SOMERSET STREETRARITANNJ08869NONEEXEMPTUNRESTRICTED$750
OJ ANDERSON SCHOLARSHIP FOUNDATION
PO BOX 248LITTLE FALLSNJ07424NONEEXEMPTUNRESTRICTED$7,500
KOOL KIDS FOUNDATION
50 CHURCH STREET L6-L7MONTCLAIRNJ07042NONEEXEMPTUNRESTRICTED$5,000
JEWISH EDUCATION LOAN FUND INC
6065 ROSWELL ROAD SUITE 740ATLANTAGA30328NONEEXEMPTUNRESTRICTED$10,000
GLOBAL PROJECT AGAINST HATE AND EXTREMISM
3066 ZELDA ROAD 400MONTGOMERYAL36106NONEEXEMPTUNRESTRICTED$10,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217050996NONEEXEMPTUNRESTRICTED$10,000
ST ANDREW'S SCHOOL
227 SOUTH CHERRY STREETRICHMONDVA23220NONEEXEMPTUNRESTRICTED$10,000
EQUALITY NORTH CAROLINA
126 E HARGETT STREETRALEIGHNC27601NONEEXEMPTUNRESTRICTED$10,000
ARTIC ICE PROJECT
PO BOX 5807REDWOOD CITYCA94063NONEEXEMPTUNRESTRICTED$10,000
PREECLAMPSIA FOUNDATION
3840 WEAT EAU GALLIE BLVD SUITE 104MELBOURNEFL32934NONEEXEMPTUNRESTRICTED$5,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907NONEEXEMPTUNRESTRICTED$10,000
RED BANK BOROUGH SCHOOLS
76 BRANCH AVENUERED BANKNJ07701NONEEXEMPTUNRESTRICTED$10,000
COALITION FOR THE HOMELESS
129 FULTON STREETNEW YORKNY10038NONEEXEMPTUNRESTRICTED$10,000
HACKENSACK MERIDIAN HEALTH FOUNDATION
343 THORNALL STREET 7TH FLOOREDISONNJ08837NONEEXEMPTUNRESTRICTED$5,000
FORT RILEY OPERATION SANTA CLAUS
1032 BRIANNA COURTMANHATTANKS66503NONEEXEMPTUNRESTRICTED$250
MOUNTAIN SCHOOL AT WINHALL
9 SCHOOL ROADBONDVILLEVT05340NONEEXEMPTUNRESTRICTED$15,000
NO 11 PRODUCTIONS
21-29 29TH AVENUE 2ASTORIANY11102NONEEXEMPTUNRESTRICTED$5,000
NATIONAL MUSEUM OF RACING AND HALL OF FAME
191 UNION AVENUESARATOGA SPRINGSNY12866NONEEXEMPTUNRESTRICTED$8,000
WILL 2 TREP INC
115 ALLEN STREET APT 7NEW YORKNY10002NONEEXEMPTUNRESTRICTED$15,000
THOROUGHBRED RETIREMENT
PO BOX 834SARATOGA SPRINGSNY12866NONEEXEMPTUNRESTRICTED$5,000
ST JOSEPH'S SENIOR CENTER
1-3 ST JOSEPHS TERRACEWOODBRIDGENJ07095NONEEXEMPTUNRESTRICTED$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,457,753TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,582ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,719ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$362,310ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$470,611ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$470,611TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY$2,893,828$4,120,694
MORGAN STANLEY$125,377$165,480

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$43,719$43,719$0$0
BANK CHARGES$43$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$2,965Amt
Net Investment Income$2,965NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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