Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
LENA H GREEN TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

43-6256608
B Telephone number (see instructions)

(314) 418-2643
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$827,442J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 19,404 18,846 559
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 123,472
b Gross sales price for all assets on line 6a 411,718
7 Capital gain net income (from Part IV, line 2)... 123,472
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 142,876 142,318 559
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,250 12,825   1,425
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 750 0 0 750
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,404 570   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,404 13,395 0 2,175
25 Contributions, gifts, grants paid........ 48,280 48,280
26 Total expenses and disbursements. Add lines 24 and 25 65,684 13,395 0 50,455
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 77,192
b Net investment income (if negative, enter -0-) 128,923
c Adjusted net income (if negative, enter -0-)... 559
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 281 479 479
2 Savings and temporary cash investments.......... 23,806 24,438 24,438
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 744,770 Click to see attachment819,559 802,525
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 768,857 844,476 827,442
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 768,857 844,476
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 768,857 844,476
31 Total liabilities and net assets/fund balances (see instructions).. 768,857 844,476
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 768,857
2 Enter amount from Part I, line 27a..................... 2 77,192
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 632
4 Add lines 1, 2, and 3.......................... 4 846,681
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,205
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 844,476
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a . WYETH SECURITIES LITIGATION     2014-01-08
b .5 KNOWLES CORP   2013-01-02 2014-03-20
c 55. AOL INC   2013-04-02 2014-05-16
d 411. BANK OF AMERICA CORP   2013-01-02 2014-05-16
e 54. BORG WARNER INC   2013-06-05 2014-05-16
28. BRISTOL MYERS SQUIBB CO   2010-11-22 2014-05-16
100. CATERPILLAR INC   2010-11-16 2014-05-16
39. CHEVRON CORPORATION   2001-08-17 2014-05-16
3. CONAGRA FOODS INC   2013-01-02 2014-05-16
64. CONAGRA FOODS INC   2013-06-05 2014-05-16
15. COSTCO WHSL CORP   2010-11-05 2014-05-16
855.152 DRIEHAUS ACTIVE INCOME FUND   2012-11-26 2014-05-16
7. EDISON INTL   2013-01-02 2014-05-16
338.363 AMERICAN EUROPACIFIC GRTH F2   2011-04-13 2014-05-16
66. GENERAL DYNAMICS CORP   2010-11-05 2014-05-16
85. GENERAL ELECTRIC CO   2013-12-05 2014-05-16
45. GLAXO SMITHKLINE P L C A D R   2013-04-02 2014-05-16
69. MONDELEZ INTERNATIONAL W I   2013-04-02 2014-05-16
26. NIKE INC   2010-11-05 2014-05-16
17. PRAXAIR INC   1997-01-31 2014-05-16
36. PROCTER & GAMBLE CO   2004-08-30 2014-05-16
87. SYMANTEC CORP   2013-04-02 2014-05-16
1. TERADATA CORP DEL   2013-01-02 2014-05-16
25. THERMO FISHER SCIENTIFIC INC   2010-11-05 2014-05-16
36. UNITED HEALTH GROUP INC   2013-04-02 2014-05-16
6. WALGREEN CO   2013-01-02 2014-05-16
4. KNOWLES CORP   2013-01-02 2014-06-24
18. LIBERTY MEDIA CORP DELAWARE   2013-01-02 2014-09-09
36. LIBERTY MEDIA CORP C   2013-01-02 2014-09-09
4820.2 PIMCO TOTAL RETURN FUND INST   2011-06-09 2014-09-26
14. ALLERGAN INC   2014-05-16 2014-10-28
25. ANADARKO PETROLEUM CORP   2013-06-05 2014-10-28
7. CVS HEALTH CORPORATION   2013-04-02 2014-10-28
125. CITIGROUP INC   2013-01-02 2014-10-28
1044.949 CREDIT SUISSE COMM RET ST CO   2013-12-05 2014-10-28
44. LINCOLN NATL CORP IND   2013-12-05 2014-10-28
5. LOWES CO INC   2013-04-02 2014-10-28
50. MASTERCARD INC   2013-01-02 2014-10-28
2. MORGAN STANLEY   2013-04-02 2014-10-28
221.326 NUVEEN MID CAP GRWTH OPP FD CL I   2011-04-08 2014-10-28
25. POLARIS INDS INC   2013-01-02 2014-10-28
455.504 T ROWE PRICE SM CAP VAL   2004-07-26 2014-10-28
129. SLM CORP   2013-04-02 2014-10-28
29. SCHLUMBERGER LTD   2013-04-02 2014-10-28
4. STARBUCKS CORP   2013-01-02 2014-10-28
18. ACCENTURE PLC CL A   2010-11-05 2014-10-28
6. BOEING CO   2013-01-02 2014-10-31
9. DOVER CORP   2013-01-02 2014-10-31
74. EXXON MOBIL CORP   2010-11-05 2014-10-31
135. FIFTH THIRD BANCORP   2013-01-02 2014-10-31
100. J P MORGAN CHASE CO   2000-11-01 2014-10-31
60. JARDEN CORP   2013-01-02 2014-10-31
1. MONSANTO CO   2013-04-02 2014-10-31
12. NRG ENERGY INC   2013-01-02 2014-10-31
129. NAVIENT CORP W D   2013-04-02 2014-10-31
3. OCCIDENTAL PETROLEUM CORPORATION   2013-01-02 2014-10-31
13. STAPLES INC   2013-04-02 2014-10-31
50. EATON CORP PLC   2012-11-30 2014-10-31
50. ABBOTT LABORATORIES   1993-02-02 2014-11-05
100. ABBVIE INC   1993-02-02 2014-11-05
64. DOW CHEM CO   2013-01-02 2014-11-05
53. MACYS INC   2013-01-02 2014-11-05
67. MARATHON OIL CORPORATION   2013-01-02 2014-11-05
45. P G E CORP   2010-11-22 2014-11-05
24. PRAXAIR INC   1997-01-31 2014-11-05
52. WELLS FARGO CO   2013-09-16 2014-11-05
70. EXXON MOBIL CORP   2010-11-05 2014-11-10
68. HEWLETT PACKARD CO   2014-05-16 2014-11-10
149. MICROSOFT CORP   1993-01-12 2014-11-10
76. PFIZER INC   2013-09-16 2014-11-10
55. UNITED TECHNOLOGIES CORP   2010-11-22 2014-11-10
25. VERIZON COMMUNICATIONS INC   2010-11-05 2014-11-10
31. APPLE INC   2010-11-05 2014-11-17
39. CHEVRON CORPORATION   2010-11-05 2014-11-17
56. GILEAD SCIENCES INC   2013-01-02 2014-11-17
3. GOOGLE INC CL A   2013-04-02 2014-11-17
3. GOOGLE INC CL C   2013-04-02 2014-11-17
110. J P MORGAN CHASE CO   2010-11-05 2014-11-17
39. PRUDENTIAL FINANCIAL INC   2013-01-02 2014-11-17
4. AMERICAN TOWER CORP   2013-01-02 2014-11-20
59. APPLE INC   2010-11-05 2014-11-20
190. EATON CORP PLC   2012-11-30 2014-11-20
65. ROYAL CARIBBEAN CRUISES LTD   2013-04-02 2014-11-20
155. APPLE INC   2006-06-01 2014-11-25
23.52 LAUDUS INTERNATIONAL MARKETMASTERS   2014-05-16 2014-11-25
. AMERICAN INTL GROUP INC     2014-12-02
329.232 DRIEHAUS ACTIVE INCOME FUND   2012-11-26 2014-12-16
831.405 FORWARD INTERNATIONAL REAL ESTATE   2013-04-02 2014-12-16
351.724 HIGHLAND LONG SHORT EQUITY Z   2013-01-02 2014-12-16
392. ISHARES MSCI EMERGING MARKETS ETF   2010-08-02 2014-12-16
. FANNIE MAE     2014-12-23
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 17     17
b 16   11 5
c 2,010   2,126 -116
d 5,902   4,940 962
e 3,197   2,153 1,044
1,366   729 637
10,562   7,191 3,371
4,802   1,814 2,988
94   90 4
2,006   2,140 -134
1,728   983 745
9,201   9,030 171
386   321 65
16,708   14,706 2,002
7,429   3,277 4,152
2,254   2,254  
2,493   2,117 376
2,575   2,131 444
1,909   1,079 830
2,222   401 1,821
2,880   2,006 874
1,940   2,157 -217
40   63 -23
2,917   1,254 1,663
2,740   2,236 504
408   228 180
126   88 38
879   649 230
1,742   1,251 491
52,396   52,785 -389
2,545   2,233 312
2,249   2,172 77
593   387 206
6,499   5,140 1,359
7,064   7,524 -460
2,262   2,241 21
279   190 89
3,729   2,528 1,201
69   43 26
11,617   10,670 947
3,709   2,140 1,569
22,297   13,929 8,368
1,184   912 272
2,756   2,180 576
303   219 84
1,424   756 668
750   460 290
715   503 212
6,997   5,184 1,813
2,676   2,124 552
5,990   4,590 1,400
3,924   2,128 1,796
115   104 11
355   275 80
2,521   1,629 892
262   232 30
164   172 -8
3,374   2,492 882
2,176   306 1,870
6,263   665 5,598
3,111   2,109 1,002
3,011   2,025 986
2,266   2,100 166
2,267   2,134 133
3,008   565 2,443
2,772   2,238 534
6,770   4,071 2,699
2,494   2,209 285
7,231   417 6,814
2,265   2,186 79
5,990   4,146 1,844
1,261   829 432
3,555   1,409 2,146
4,505   2,758 1,747
5,689   2,089 3,600
1,651   1,223 428
1,617   1,219 398
6,594   4,883 1,711
3,261   2,161 1,100
402   314 88
6,797   670 6,127
12,631   9,378 3,253
4,538   2,142 2,396
18,519   1,376 17,143
543   565 -22
11     11
3,424   3,477 -53
12,563   14,590 -2,027
4,115   3,985 130
14,676   16,640 -1,964
29     29
      16,346
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       17
b       5
c       -116
d       962
e       1,044
      637
      3,371
      2,988
      4
      -134
      745
      171
      65
      2,002
      4,152
       
      376
      444
      830
      1,821
      874
      -217
      -23
      1,663
      504
      180
      38
      230
      491
      -389
      312
      77
      206
      1,359
      -460
      21
      89
      1,201
      26
      947
      1,569
      8,368
      272
      576
      84
      668
      290
      212
      1,813
      552
      1,400
      1,796
      11
      80
      892
      30
      -8
      882
      1,870
      5,598
      1,002
      986
      166
      133
      2,443
      534
      2,699
      285
      6,814
      79
      1,844
      432
      2,146
      1,747
      3,600
      428
      398
      1,711
      1,100
      88
      6,127
      3,253
      2,396
      17,143
      -22
      11
      -53
      -2,027
      130
      -1,964
      29
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 123,472
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 43,354 829,271 0.05228
2012 41,432 780,341 0.053095
2011 43,574 792,791 0.054963
2010 41,594 805,969 0.051607
2009 36,680 738,084 0.049696
2 Total of line 1, column (d) ...................... 2 0.261641
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.052328
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 864,255
5 Multiply line 4 by line 3....................... 5 45,225
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,289
7 Add lines 5 and 6......................... 7 46,514
8 Enter qualifying distributions from Part XII, line 4.............. 8 50,455
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,289
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,289
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,289
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,206
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,206
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 917
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet646 RefundedBullet 11 271
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletUS BANK NA Telephone no.bullet (314) 418-2643
    Located atbulletPO BOX 387ST LOUISMO ZIP+4bullet63166
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16    
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    US BANK TRUSTEE
    0     		14,250    
    PO BOX 387
    ST LOUIS,MO63166
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    846,603
    b
    Average of monthly cash balances.......................
    1b
    30,813
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    877,416
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    877,416
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,161
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    864,255
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    43,213
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    43,213
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,289
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,289
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,924
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    41,924
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    41,924
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    50,455
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    50,455
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    1,289
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    49,166
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 41,924
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 180
    b From 2010....... 1,846
    c From 2011....... 4,772
    d From 2012....... 2,899
    e From 2013....... 3,647
    fTotal of lines 3a through e......... 13,344
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 50,455
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 41,924
    e Remaining amount distributed out of corpus 8,531
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 21,875
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		180
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		21,695
    10 Analysis of line 9:
    a Excess from 2010.... 1,846
    b Excess from 2011.... 4,772
    c Excess from 2012.... 2,899
    d Excess from 2013.... 3,647
    e Excess from 2014.... 8,531
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SAMUEL U RODGERS HEALTH CENTER
    825 EUCLID AVE
    KANSAS CITY,MO64124     		NONE PUBLIC EXEMPT PURPOSE 4,291
    KC CARE CLINIC
    3515 BROADWAY
    KANSAS CITY,MO64111     		NONE PUBLIC EXEMPT PURPOSE 10,291
    SETON CENTER
    2816 E 23RD ST
    KANSAS CITY,MO64127     		NONE PUBLIC GENERAL SUPPORT 9,328
    SWOPE HEALTH SERVICES
    3801 BLUE PARKWAY
    KANSAS CITY,MO64130     		NONE PUBLIC EXEMPT PURPOSE 19,368
    HOPE FAMILY CARE CENTER
    3027 PROSPECT AVE
    KANSAS CITY,MO64128     		NONE PUBLIC EXEMPT PURPOSE 5,002
    Total .................................bullet 3a 48,280
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 19,404  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 123,472  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   142,876  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13142,876
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    LENA H GREEN TRUST
    EIN: 43-6256608
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 750     750

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    LENA H GREEN TRUST
    EIN: 43-6256608
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS    
    APPLE INC    
    CATERPILLAR INC    
    CHEVRON CORPORATION    
    COSTCO WHSL CORP    
    EATON CORP    
    GENERAL DYNAMICS CORP    
    JP MORGAN CHASE & CO    
    NIKE INC    
    PRAXAIR INC    
    PROCTER & GAMBLE CO    
    VERIZON COMMUNICATIONS INC    
    ACCENTURE LTD    
    LAUDUS INTL MRKTMASTERS INV FD 56,227 55,944
    T ROWE PRICE SMALL CAP VALUE    
    THERMO FISHER SCIENTIFIC INC    
    EXXON MOBIL CORP    
    ISHARES MSCI EMERGING MKTS ETF    
    CREDIT SUISSE COMMOD RET STRAT 50,340 31,161
    BRISTOL MYERS SQUIBB CO    
    UNITED TECHNOLOGIES CORP    
    PIMCO TOTAL RETURN FUND INST    
    ABERDEEN FDS EMRGN MKT INSTL 42,374 39,026
    AMERICAN EUROPACIFIC GRTH F2    
    NUVEEN MID CAP GRWTH OPP FD    
    NUVEEN REAL ESTATE SECURIT 30,969 37,973
    SCOUT INTERNATIONAL FUND 55,709 52,140
    DRIEHAUS ACTIVE INCOME FUND    
    DRIEHAUS SELECT CREDIT FUND 9,884 8,850
    LOOMIS SAYLES STRATEGIC ALPHA 22,703 22,430
    NUVEEN HIGH INCOME BOND FD 32,268 29,990
    NUVEEN INFLATION PRO SEC 25,675 25,253
    NUVEEN SHORT TERM BOND FD 66,519 65,639
    OPPENHEIMER SR FLOAT RATE Y 31,464 30,719
    TCW EMERGING MKTS INCOME FD 30,932 29,119
    ABBVIE INC    
    AMERICAN TOWER CORP    
    ANADARKO PETROLEUM CORP    
    AOL INC    
    BANK OF AMERICA CORP    
    BOEING CO    
    BORG WARNER    
    CITIGROUP INC    
    CONAGRA FOODS INC    
    CVS CAREMARK CORP    
    DOVER CORP    
    DOW CHEM CO    
    EDISON INTL    
    FIFTH THIRD BANCORP    
    GENERAL ELECTRIC CO    
    GILEAD SCIENCES INC    
    GOOGLE INC    
    JARDEN CORP    
    LIBERTY MEDIA CORP    
    LINCOLN NATL CORP IND    
    LOWES CO INC    
    MACYS INC    
    MARATHON OIL CORPORATION    
    MASTERCARD INC    
    MICROSOFT CORP    
    MONDELEZ INTERNATIONAL W I    
    MONSANTO CO    
    MORGAN STANLEY    
    NRG ENERGY INC    
    OCCIDENTAL PETROLEUM CORP    
    PGE CORP    
    PFIZER INC    
    POLARIS INDS INC    
    PRUDENTIAL FINANCIAL INC    
    SLM CORP    
    STAPLES INC    
    STARBUCKS CORP    
    SYMANTEC CORP    
    TERADATA CORP    
    UNITED HEALTH GROUP INC    
    WALGREEN CO    
    WELLS FARGO CO    
    GLAXO SMITHKLINE PLC ADR    
    ROYAL CARIBBEAN CRUISES LTD    
    SCHLUMBERGER LTD    
    CAUSEWAY EMERGING MKTS INSTL 16,970 16,542
    FORWARD INTL REAL ESTATE 11,081 9,384
    HIGHLAND LONG SHORT EQUITY FD    
    ISHARES DJ SELECT DIVIDEND IND 23,629 25,408
    NEUBERGER BERMAN GENESIS INSTL 25,552 24,808
    NEUBERGER BERMAN LONG SH INS 31,400 33,433
    SPDR S&P 500 ETF TRUST 44,814 50,152
    T ROWE PRICE MID CAP GRTH FD 17,443 25,432
    RIVERPARK WEDGEWOOD FUND 48,304 46,643
    ROBECO BOSTON PARTNERS 30,703 32,001
    T ROWE PRICE BLUE CHIP GROWTH 48,414 46,388
    VANGUARD EQUITY INCOME ADM 48,575 47,047
    LOOMIS SAYLES GLBL BOND INST 17,610 17,043

    TY 2014 OtherDecreasesSchedule
    Name:
    LENA H GREEN TRUST
    EIN: 43-6256608
    Description Amount
       
       


    TY 2014 OtherIncreasesSchedule
    Name:
    LENA H GREEN TRUST
    EIN: 43-6256608
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    LENA H GREEN TRUST
    EIN: 43-6256608
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 1,834 0   0
    FOREIGN TAXES PAID 570 570   0