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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE GEEN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 42069
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20015
A Employer identification number

26-2670613
B Telephone number (see instructions)

(202) 489-4629
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,733,128
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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... 55,307 55,307  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 104,781
b Gross sales price for all assets on line 6a 461,185
7 Capital gain net income (from Part IV, line 2)... 104,781
8 Net short-term capital gain.........  
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)....... 4,417 4,417  
12 Total. Add lines 1 through 11........ 164,505 164,505  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,000 1,800   0
c Other professional fees (attach schedule).... 18,145 18,145   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,281 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,426 19,945   0
25 Contributions, gifts, grants paid....... 97,000 97,000
26 Total expenses and disbursements. Add lines 24 and 25 120,426 19,945   97,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 44,079
b Net investment income (if negative, enter -0-) 144,560
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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.............      
2 Savings and temporary cash investments......... -15,317 127,873 127,873
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 170,522 Click to see attachment172,281 169,826
b Investments—corporate stock (attach schedule)....... 269,162 Click to see attachment140,299 257,650
c Investments—corporate bonds (attach schedule)....... 523,065 Click to see attachment519,521 544,503
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 584,301 Click to see attachment635,170 633,276
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment18,693 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,550,426 1,595,144 1,733,128
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 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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,550,426 1,595,144
30 Total net assets or fund balances (see instructions)..... 1,550,426 1,595,144
31 Total liabilities and net assets/fund balances (see instructions). 1,550,426 1,595,144
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
1,550,426
2
Enter amount from Part I, line 27a .....................
2
44,079
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
639
4
Add lines 1, 2, and 3 ..........................
4
1,595,144
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,595,144
Form 990-PF (2015)
Form 990-PF (2015)
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 ANHEUSER BUSCH INBEV 5.375% 011520 DTD101609 CALL @ MW +35BPS P 2010-02-08 2015-07-14
b ANHEUSER BUSCH INBEV 5.375% 011520 DTD101609 CALL @ MW +35BPS P 2010-06-03 2015-07-14
c ANHEUSER-BUSCH INBEV WOR 02.500% 071522 DTD071612 FC011513 CALL@MW +15BP P 2012-07-11 2015-12-07
d ANHEUSER-BUSCH INBEV WOR 02.500% 071522 DTD071612 FC011513 CALL@MW +15BP P 2012-10-10 2015-12-07
e AT&T INC B/E 03.875% 081521 DTD081811 CALL@MW+25BP P 2011-08-26 2015-11-17
CITIGROUP INC 04.500% 011422 DTD110111 FC071412 MED TERM NTS P 2012-08-02 2015-12-11
COMCAST CORP NEW B/E 05.150% 030120 DTD030110 CALL @ MW +25BP P 2010-07-13 2015-04-06
DELTA AIRLINES INC NTS 04.950% 052319 DTD112210 P 2011-06-15 2015-05-04
EMERSON ELEC CO 02.625% 021523 DTD022013 FC081513 CALL@MW+50BP P 2013-02-14 2015-10-02
PNC FUNDING CORP NTS B/E 04.375% 081120 DTD081110 FC021111 P 2010-09-20 2015-05-28
VERIZON COMMUNICATIONS 04.600% 040121 DTD032811 CALL @ MAKE-WHOLE +25BP P 2011-06-30 2015-11-16
125-MEDTRONIC PLC P 2015-01-27 2015-02-20
375-MEDTRONIC PLC P 2015-01-27 2015-08-26
40.721-OPPENHEIMER DEVELOPING MARKETS CLASS Y P 2014-12-05 2015-08-26
50-CHEVRON CORP P 2008-11-11 2015-02-20
90-CHEVRON CORP P 2008-11-11 2015-08-26
140-CHEVRON CORP P 2009-03-10 2015-08-26
200-DOW CHEMICAL P 2009-03-10 2015-02-20
500-DOW CHEMICAL P 2009-07-02 2015-08-26
600-GENL ELECTRIC CO P 2011-07-27 2015-02-20
1,040-GENL ELECTRIC CO P 2011-07-27 2015-04-14
250-INTEL CORP P 2011-06-27 2015-02-20
100-JOHNSON & JOHNSON COM P 2008-11-11 2015-02-20
250-MEDTRONIC INC P 2008-11-11 2015-01-27
250-MEDTRONIC INC P 2009-03-10 2015-01-27
160-METLIFE INC P 2012-11-09 2015-08-26
100-MICROSOFT CORP P 2008-11-11 2015-02-20
100-MICROSOFT CORP P 2008-11-11 2015-08-26
50-MICROSOFT CORP P 2009-03-10 2015-08-26
50-MONSANTO CO NEW P 2008-11-11 2015-02-20
1,789.866-OPPENHEIMER DEVELOPING MARKETS CLASS Y P 2012-11-09 2015-08-26
7.238-OPPENHEIMER DEVELOPING MARKETS CLASS Y P 2012-12-07 2015-08-26
1.743-OPPENHEIMER DEVELOPING MARKETS CLASS Y P 2013-12-06 2015-08-26
8.582-OPPENHEIMER DEVELOPING MARKETS CLASS Y P 2013-12-06 2015-08-26
50-UNTD TECHNOLOGIES CORP P 2008-11-11 2015-02-20
200-VERIZON COMMUNICATIONS INC. P 2008-11-11 2015-02-20
150-VERIZON COMMUNICATIONS INC. P 2008-11-11 2015-11-25
350-VERIZON COMMUNICATIONS INC. P 2009-03-10 2015-11-25
125-3M CO P 2008-11-11 2015-02-20
(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 5,623   5,052 571
b 5,623   5,122 501
c 9,670   9,952 -282
d 4,835   5,073 -238
e 10,383   10,109 274
26,954   25,819 1,135
11,549   10,254 1,295
10,950   10,212 738
14,845   14,935 -90
11,010   10,033 977
21,691   20,388 1,303
9,837   9,619 218
27,025   28,856 -1,831
1,177   1,484 -307
5,422   3,675 1,747
6,492   6,616 -124
10,099   8,443 1,656
9,911   1,347 8,564
20,432   7,699 12,733
15,116   10,973 4,143
28,917   19,020 9,897
8,628   5,330 3,298
10,023   5,970 4,053
19,238   9,966 9,272
19,238   6,257 12,981
7,786   5,147 2,639
4,384   2,098 2,286
4,231   2,098 2,133
2,116   812 1,304
6,250   4,233 2,017
51,745   60,000 -8,255
209   245 -36
50   65 -15
248   319 -71
6,206   2,567 3,639
9,789   5,612 4,177
6,736   4,209 2,527
15,718   8,990 6,728
21,029   7,805 13,224
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       571
b       501
c       -282
d       -238
e       274
      1,135
      1,295
      738
      -90
      977
      1,303
      218
      -1,831
      -307
      1,747
      -124
      1,656
      8,564
      12,733
      4,143
      9,897
      3,298
      4,053
      9,272
      12,981
      2,639
      2,286
      2,133
      1,304
      2,017
      -8,255
      -36
      -15
      -71
      3,639
      4,177
      2,527
      6,728
      13,224
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 2 104,781
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))
2014 97,009 1,935,303 0.050126
2013 88,981 1,854,894 0.047971
2012 84,692 1,777,976 0.047634
2011 88,618 1,768,702 0.050103
2010 89,806 1,748,680 0.051356
2
Total of line 1, column (d) .....................
20.247190
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
0.049438
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,841,559
5
Multiply line 4 by line 3......................
5
91,043
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,446
7
Add lines 5 and 6........................
7
92,489
8
Enter qualifying distributions from Part XII, line 4.............
8
97,000
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,446
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 1,446
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 1,446
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 24
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,470
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bullet
    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 .Click to see attachment
    8b
     
    No
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletWWW.GEENFAMILYFOUNDATION.NET
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (202) 489-4629

    Located atbulletPO BOX 42069WASHINGTONDC ZIP+4bullet20015
    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 2015, 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   No
    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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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
     
     
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    ROBERT GEEN PRESIDENT/EXECUTIVE DIRECT
    0.50
    0 0 0
    3433 OLIVER STREET
    WASHINGTON,DC20015
    JONATHAN GEEN SECRETARY
    0.20
    0 0 0
    3536 FRONT STREET
    SAN DIEGO,CA92103
    CELIA GEEN BOARD MEMBER
    0.20
    0 0 0
    1021 DULANEY VALLEY ROAD
    BALTIMORE,MD21204
    MICHAEL ZARIN BOARD MEMBER
    0.20
    0 0 0
    PO BOX 222142
    GREAT NECK,NY11022
    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  
    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.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    1,713,751
    b
    Average of monthly cash balances.......................
    1b
    155,852
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,869,603
    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
    1,869,603
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,044
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,841,559
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    92,078
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    92,078
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,446
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,446
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    90,632
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    90,632
    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
    90,632
    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
    97,000
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    97,000
    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
    1,446
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    95,554
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 90,632
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 3,253
    b From 2011...... 2,947
    c From 2012......  
    d From 2013......  
    e From 2014...... 2,226
    fTotal of lines 3a through e........ 8,426
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 97,000
    a Applied to 2014, 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 2015 distributable amount..... 90,632
    e Remaining amount distributed out of corpus 6,368
    5 Excess distributions carryover applied to 2015. 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 14,794
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...
    3,253
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    11,541
    10 Analysis of line 9:
    a Excess from 2011.... 2,947
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 2,226
    e Excess from 2015.... 6,368
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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).)
    ROBERT GEEN
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MAIL DELIVERY
    PO BOX 42069
    WASHINGTON,DC20015
    (202) 489-4629
    bThe form in which applications should be submitted and information and materials they should include:
    AN ORGANIZATION WISHING TO RECEIVE A GRANT FROM THE FOUNDATION MUST FIRST REQUEST, AND THEN COMPLETE AN APPLICATION. THE APPLICANT WILL NEED TO PROVIDE A PROJECT DESCRIPTION, A PROJECT PLAN, AND PROJECT BUDGET INFORMATION. REQUIRED ATTACHMENTS TO THE APPLICATION INCLUDE THE NAMES AND CURRENT AFFILIATIONS OF BOARD MEMBERS OF THE APPLICANT, A COPY OF THE APPLICANT'S MOST RECENT AUDITED FINANCIAL STATEMENTS, A COPY OF THE APPLICANTS IRS DETERMINATION LETTER, AND AN AFFIDAVIT FROM A REPRESENTATIVE OF THE APPLICANT STATING THAT THE IRS HAS NOT REVOKED THE APPLICANT'S EXEMPT STATUS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION WILL NOT MAKE THE FOLLOWING TYPES OF GRANTS. ANY REQUEST FOR FUNDING FROM THE FOLLOWING WILL BE DENIED: GRANTS TO INDIVIDUALS; GRANTS TO RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES; GRANTS TO INTERNATIONAL ORGANIZATIONS; GRANTS FOR POLITICAL PURPOSES; GRANTS FOR LOBBYING ACTIVITIES; MULTI-YEAR GRANTS; GRANTS FOR PROPOSALS THAT HAVE NOT BEEN SOLICITED; GRANTS FOR CAPITAL PROJECTS OR ENDOWMENT CAMPAIGNS; AND GRANTS FOR PURPOSES OUTSIDE OF THE FOUNDATIONS FUNDING PRIORITIES AS LISTED ABOVE.
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    THEATRE FOR A NEW AUDIENCE
    154 CHRISTOPHER STREET SUITE 3D
    NEW YORK,NY10014
    NONE PC CHARITABLE CONTRIBUTION 20,000
    MORNINGSIDE CENTER FOR TEACHING SOCIAL RESPONSIBILITY
    475 RIVERSIDE DRIVE SUITE 550
    NEW YORK,NY10115
    NONE PC CHARITABLE CONTRIBUTION 12,000
    BROOKLYN COLLEGE
    2900 BEDFORD AVENUE
    BROOKLYN,NY112102889
    NONE PC CHARITABLE CONTRIBUTION 30,000
    CHILDREN'S VILLAGE
    ONE ECHO HILLS
    DOBBS FERRY,NY10522
    NONE PC CHARITABLE CONTRIBUTION 10,000
    LITWORLD INTERNATIONAL INC
    222 BROADWAY 19TH FLOOR
    NEW YORK,NY10038
    NONE PC CHARITABLE CONTRIBUTION 5,000
    BARNARD COLLEGE
    3009 BOARDWAY
    NEW YORK,NY10027
    NONE PC CHARITABLE CONTRIBUTION 10,000
    HARLEM EDUCATIONAL ACTIVITIES FUND INC
    2090 ADAM CLAYTON POWELL BLVD NO 10
    FL
    NEW YORK,NY10027
    NONE PC CHARITABLE CONTRIBUTION 10,000
    Total .................................bullet 3a 97,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 55,307  
    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.....     18 4,417  
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 104,781  
    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).. 0 164,505 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13164,505
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,000 1,800   0

    TY 2015 ExplnOfNonFilingWithAGStmt
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    Statement:
    THE DISTRICT OF COLUMBIA NO LONGER REQUIRES THE FILING OF THE FORM 990-PF.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HEARSST-ARGYLE TELEVISN MW@+15BP NT B/E RATE 07.000% MATURES 01/15/18 19,092 26,307
    LUBRIZOL CORP NEW NTS CALLMW +75BP RATE 08.875% MATURES 02/01/19 25,164 30,785
    WEATHERFORD INTL FOREIGN SECURITY RATE 09.625% MATURES 03/01/19 25,746 25,146
    CONTL AIRLINES 2010-A B/E RATE 04.750% MATURES 01/12/21 3,754 4,153
    L-3 COMMS CORP NTS B/E CALL@MW+25BP RATE 04.950% MATURES 02/15/21 20,942 20,983
    MEDTRONIC INC CALL@MW T+15BPS B/E RATE 04.125% MATURES 03/15/21 10,217 10,762
    J P MORGAN CHASE & CO NTS B/E RATE 04.625% MATURES 05/10/21 20,729 21,734
    US BANCORP MED TERM NTS B/E RATE 02.950% MATURES 07/15/22 9,403 10,078
    FORD MOTOR CREDIT CO LLC NTS B/E RATE 04.250% MATURES 09/20/22 25,907 25,874
    STANLEY BLACK & DECKER INC B/E RATE 02.900% MATURES 11/01/22 15,165 14,767
    GENERAL ELEC CAP CORP MED TERM NTS RATE 03.100% MATURES 01/09/23 19,954 20,596
    MORGAN STANLEY CALL@MW+30BP RATE 03.750% MATURES 02/25/23 25,785 25,935
    EOG RESOURCES INC B/E CALL@MW+20BP RATE 02.625% MATURES 03/15/23 24,534 23,877
    APPLE INC CALL@MW+15BP NTS B/E RATE 02.400% MATURES 05/03/23 22,983 24,456
    ORACLE CORP NTS B/E CALL@MW+20BP RATE 03.625% MATURES 07/15/23 20,073 21,022
    PNC BANK NA B/E RATE 03.800% MATURES 07/25/23 CALLABLE 10,207 10,478
    WELLS FARGO & CO B/E RATE 04.125% MATURES 08/15/23 9,966 10,542
    US AIRWAYS 2011 NTS SER A B/E RATE 07.125% MATURES 10/22/23 7,167 8,812
    BRISTOL MYERS SQUIBB CO CALL@MW+15BP RATE 03.250% MATURES 11/01/23 24,513 25,873
    PACIFIC GAS & ELEC CO CALL@MW+20BP RATE 03.850% MATURES 11/15/23 20,378 20,878
    MONSANTO CO B/E CALL@MW+15BP RATE 03.375%MATURES 07/15/24 CALLABLE 20,846 19,379
    AIR PRODUCTS & CHEMICAL CALL@MW+15BP RATE 03.350% MATURES 07/31/24 CALLABLE 15,164 15,174
    SIMON PPTY GROUP LP B/E CALL@MW+15BP RATE 03.375% MATURES 10/01/24 24,951 25,447
    ABBOTT LABS CALL@MW+15BP NTS B/E RATE 02.950% MATURES 03/15/25 CALLABLE 14,838 14,942
    AMERICAN TOWER CORP B/E CALL@MW+30BP RATE 04.000% MATURES 06/01/25 CALLABLE 9,923 9,863
    PNC BK B/E RATE 03.250% MATURES 06/01/25 CALLABLE 9,975 9,974
    PEPSICO INC B/E CALL@MW+20BP RATE 03.500% MATURES 07/17/25 CALLABLE 9,953 10,500
    CHEVRON CORP B/E CALL@MW+15BP RATE 03.326% MATURES 11/17/25 CALLABLE 20,266 20,219
    AMER AIRLN INC 14-1 A FACTOR 0.941824351000 RATE 03.700% MATURES 10/01/26 14,198 14,274
    DOW CHEMICAL CO NTS SER MW B/E RATE 05.700% MATURES 05/15/18 17,728 21,673

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    Name of Stock End of Year Book Value End of Year Fair Market Value
    25 SHRS AMAZON.COM INC 1,615 16,897
    812 SHRS AT&T INC 24,992 27,941
    520 SHRS COCA COLA CO COM 10,126 22,339
    750 SHRS INTEL CORP 15,989 25,838
    250 SHRS JOHNSON & JOHNSON COM 12,762 25,680
    306 SHRS METLIFE INC. 9,843 14,752
    450 SHR MICROSOFT CORP 7,307 24,966
    200 SHRS MONSANTO CO NEW 15,945 19,704
    300 SHRS SOUTHERN CO 10,348 14,037
    207 SHRS UNITED PARCEL SERVICE INC CL B 14,967 19,920
    200 SHRS UNTD TECHNOLOGIES CORP 8,068 19,214
    175 SHRS 3M CO 8,337 26,362

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    US Government Securities - End of Year Book Value:

    172,281
    US Government Securities - End of Year Fair Market Value:

    169,826
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3,398.476 SHRS AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME CLASS F-1 AT COST 88,156 96,347
    8,948.611 BRANDES INSTL INTERNATIONAL EQUITY FUND E AT COST 138,370 135,482
    23,699.054 SHRS MAINSTAY FUNDS HIGH YLD CORP BOND A AT COST 120,141 125,605
    17,375.083 SHRS WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CL A AT COST 185,237 176,531
    1,617.076 VANGUARD INCOME FUND ADMIRAL AT COST 103,266 99,311

    TY 2015 OtherAssetsSchedule
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    AMOUNTS RECEIVABLE FROM SETTLED TRADES 18,693    


    TY 2015 OtherIncomeSchedule2
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UBS SECURITIES 4,417 4,417 4,417


    TY 2015 OtherIncreasesSchedule
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    Description Amount
    PRIOR PERIOD ADJUSTMENT 639


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE GEEN FAMILY FOUNDATION
    EIN:
    26-2670613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 18,145 18,145   0