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LOUIS AND ANNE GREEN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND ANNE GREEN FAMILY FOUNDATION (EIN 31-6087315)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-18
IRS object ID
202602309349100620
Schema version
2025v4.0
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)
Return2026-08-18T11:32:14-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463326038PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEINSTOCK LOVEGROVE & REEGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16111 BROKEN SOUND PKWY NW STE 140AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334872774ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316087315EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS & ANNE GREEN FAMILY FND INCBusinessNameLine1Txt
Business Name Line2GREENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone5613943714PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 DATE PALM ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUIS GREENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5613943714PhoneNum
Signature2026-08-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK WEINSTOCK CPAPreparerPersonNm
PTINP00082696PTIN
Phone9543457075PhoneNum
Preparation2026-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,958FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$423,320ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,470DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,470DividendsNetInvstIncmAmt
Total Rev And Expnss$426,790TotalRevAndExpnssAmt
Total Net Invst Incm$3,470TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,650AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$176InterestRevAndExpnssAmt
Interest Net Invst Incm$176InterestNetInvstIncmAmt
Taxes Rev And Expnss$61TaxesRevAndExpnssAmt
Taxes Net Invst Incm$61TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$30,813OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$32,700TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,887TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$492,339ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$492,339ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$525,039TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,887TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$492,339TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$98,249ExcessRevenueOverExpensesAmt
Net Investment Income$1,583NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$78,320SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,766SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,766SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$29,469CorporateStockBOYAmt
Corporate Stock EOY$11,192CorporateStockEOYAmt
Corporate Stock EOYFMV$11,192CorporateStockEOYFMVAmt
Total Assets BOY$107,789TotalAssetsBOYAmt
Total Assets EOY$31,958TotalAssetsEOYAmt
Total Assets EOYFMV$31,958TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$107,789RetainedEarningBOYAmt
Retained Earning EOY$31,958RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$107,789TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,958TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$107,789TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,958TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$107,789TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$98,249ExcessRevenueOverExpensesAmt
Other Increases$22,418OtherIncreasesAmt
Subtotal$31,958SubtotalAmt
Tot Net Ast Or Fund Balances EOY$31,958TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22InvestmentIncomeExciseTaxAmt
Subtotal$22SubtotalAmt
Tax Based On Investment Income$22TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,860EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,860TotalPaymentsAndCreditsAmt
Overpayment$1,838OverpaymentAmt
Applied To ES Tax$1,838AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARK WEINSTOCK CPAIndividualWithBooksNm
Phone9543457075PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16111 BROKEN SOUND PARKWAY NWAddressLine1Txt
Address Line2SUITE 140AddressLine2Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LOUIS GREEN
2700 DATE PALM ROADBOCA RATONFL33432TRUSTEE000.00$0$0$0
OLIVER GREEN
216 SAINT JAMES AVENUEST SIMONSGA31522TRUSTEE000.00$0$0$0
ANNE W GREEN
2700 DATE PALM ROADBOCA RATONFL33432TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$49,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,331AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$69,874TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$69,874AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,048CashDeemedCharitableAmt
Net Vl Noncharitable Assets$68,826NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,441MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,441MinimumInvestmentReturnAmt
Tax Based On Investment Income$22TaxBasedOnInvestmentIncomeAmt
Total Tax$22TotalTaxAmt
Distributable Before Adj$3,419DistributableBeforeAdjAmt
Distributable Before Ded$3,419DistributableBeforeDedAmt
Distributable As Adjusted$3,419DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$492,339ExpensesAndContributionsAmt
Qualifying Distributions$492,339QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,419DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$674,370ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,648,942ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$106,939ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$533,657ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,570,917ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,534,825TotalExcessDistributionCyovAmt
Qualifying Distributions$492,339QualifyingDistributionsAmt
Applied To Current Year$3,419AppliedToCurrentYearAmt
Remaining Distri From Corpus$488,920RemainingDistriFromCorpusAmt
Total Corpus$5,023,745TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$674,370ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,349,375ExcessDistriCyovToNextYrAmt
Excess From Year4$1,648,942ExcessFromYear4Amt
Excess From Year3$106,939ExcessFromYear3Amt
Excess From Year2$533,657ExcessFromYear2Amt
Excess From Year1$1,570,917ExcessFromYear1Amt
Excess From Current Year$488,920ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLOUIS B GREENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12700 DATE PALM ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5613943714RecipientPhoneNum
Recipient Email AddressLBGIV99@AOL.COMRecipientEmailAddressTxt
Form And Info And MaterialsBY WRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONE, EXCEPT MUST BE A SECTION 501(C)(3) ORGANIZATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOCA RATON REGIONAL HOSPITAL
800 MEADOW RDBOCA RATONFL33486NONEPCGENERAL$6,900
GOOD SAMARITAN MISSION
14920 BALM WIMAUMA ROADWIMAUMAFL33598NONEPCGENERAL$1,000
HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA94305NONEPCGENERAL$100
JACKSON HOLE COMMUNITY FOUNDATION
245 E SIMPSON AVEJACKSONWY83001NONEPCGENERAL$1,500
JACKSON HOLE JEWISH COMM
610 W BROADWAYJACKSONWY83002NONEPCGENERAL$2,000
JACKSON HOLE THERAPEUTIC RIDING
3870 WILDERNESS DRIVEWILSONWY83014NONEPCGENERAL$10,000
JUDICIAL WATCH
425 THIRD STREET SWWASHINGTONDC20024NONEPCGENERAL$600
KICKING CANCER FOUNDATION
611 S 3RD STREETPHILADELPHIAPA19147NONEPCGENERAL$100
NATL MUSEUM WILDLIFE ART
2820 RUNGIUS ROADJACKSONWY83001NONEPCGENERAL$125
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVEARLINGTONVA22203NONEPCGENERAL$200
ORDER OF ST JOHN
1850 M STREET NWWASHINGTONDC20036NONEPCGENERAL$1,000
OVARIAN CANCER RESEARCH ALLIANCE
45 ROCKEFELLER PLAZANEW YORKNY10111NONEPCGENERAL$500
PALM BEACH OPERA
425 24TH STREETWEST PALM BEACHFL33407NONEPCGENERAL$1,200
THE PINKBALL
11200 PARK ACCESS RDBOCA RATONFL33498NONEPCGENERAL$1,000
PUBLIC BROADCASTING SERVICE
1225 S CLARK STREETARLINGTONVA22202NONEPCGENERAL$1,100
ST JOHN CHURCH
10300 YAMATO ROADBOCA RATONFL33498NONEPCGENERAL$500
TUFTS UNIVERSITY
80 GEORGE STREETMEDFORDMA02155NONEPCGENERAL$500
FAU FOUNDATION
777 GLADES ROADBOCA RATONFL33431NONEPCGENERAL$24,514
BOCA RATON REGIONAL HOSPITAL
800 MEADOW RDBOCA RATONFL33486NONEPCGENERAL$439,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$492,339TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,470ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,470ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,470TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRST FINANCIAL PARTNERS OF TEXASBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12700 DATE PALM ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Total Contributions$423,320TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property9500 SH US BANCORPNoncashPropertyDesc
Fair Market Value$423,320FairMarketValueAmt
Received2025-08-11ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,650Amt
Net Investment Income$1,650NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK & FIXED INCOMEStockNm
EOY Book Value$11,192EOYBookValueAmt
EOYFMV$11,192EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSES$1,080
POSTAGE$97
SUPPLIES$11,572
TRAVEL$17,044
TELEPHONE & INTERNET$1,020

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE ADJUSTMENTDesc
Amt$22,418Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSE FEESCategoryTxt
Amt$61Amt
Net Investment Income$61NetInvestmentIncomeAmt

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