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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
GREEN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9986 MANCHESTER ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63122
A Employer identification number

32-6062139
B Telephone number (see instructions)

(314) 878-5545
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$16,028,656
J Accounting method:
MODIFIED CASH
(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) 150
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 267,948 228,729  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 71,168
b Gross sales price for all assets on line 6a 4,759,928
7 Capital gain net income (from Part IV, line 2)... 213,430
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)....... 385 123,518  
12 Total. Add lines 1 through 11........ 339,651 565,677  
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)....... 4,750 2,375   2,375
c Other professional fees (attach schedule).... 153,722 142,379   0
17 Interest............... 4,501 5,691   0
18 Taxes (attach schedule) (see instructions)... 9,786 5,623   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 36 0   36
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 172,795 156,068   2,411
25 Contributions, gifts, grants paid....... 750,000 750,000
26 Total expenses and disbursements. Add lines 24 and 25 922,795 156,068   752,411
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -583,144
b Net investment income (if negative, enter -0-) 409,609
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 31,807 31,772 31,772
2 Savings and temporary cash investments......... 97,237 858,313 858,313
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)      
b Investments—corporate stock (attach schedule)....... 12,301,317 Click to see attachment9,180,312 11,491,771
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).......... 1,428,051 Click to see attachment2,890,788 3,641,440
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment26,510 Click to see attachment5,360 Click to see attachment5,360
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,884,922 12,966,545 16,028,656
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) Click to see attachment-23,994 Click to see attachment-18,093
23 Total liabilities (add lines 17 through 22)......... -23,994 -18,093
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 13,908,916 12,984,638
29 Total net assets or fund balances (see instructions)..... 13,908,916 12,984,638
30 Total liabilities and net assets/fund balances (see instructions). 13,884,922 12,966,545
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,908,916
2
Enter amount from Part I, line 27a .....................
2
-583,144
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,325,772
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
341,134
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,984,638
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES      
b REGULATED FUTURES   2020-01-01 2020-12-31
c REGULATED FUTURES   2020-01-01 2020-12-31
d CAPITAL GAINS DIVIDENDS P    
e
(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 4,718,208   4,160,155 558,053
b       -154,537
c       -231,806
d 41,720     41,720
e
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       558,053
b       -154,537
c       -231,806
d       41,720
e
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 2 213,430
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,694
c All other domestic foundations enter 1.39% 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 5,694
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 5,694
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,360
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,640
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 4,306
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,306 RefundedBullet 11 0
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 the instructions
for the 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)
    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 2020 or the taxable year beginning in 2020? See the 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletS RYGELSKI Telephone no.bullet (314) 878-5545

    Located atbullet9986 MANCHESTER ROADST LOUISMO ZIP+4bullet63122
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    THOMAS R GREEN JR TRUSTEE
    4.00
    0 0 0
    9986 MANCHESTER ROAD
    ST LOUIS,MO63122
    LINDA R RENNER TRUSTEE
    4.00
    0 0 0
    9986 MANCHESTER ROAD
    ST LOUIS,MO63122
    KATHERINE A WEBER TRUSTEE
    4.00
    0 0 0
    9986 MANCHESTER ROAD
    ST LOUIS,MO63122
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2020)
    Form 990-PF (2020)
    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
    14,554,771
    b
    Average of monthly cash balances.......................
    1b
    206,965
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,761,736
    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
    14,761,736
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    221,426
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,540,310
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    727,016
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    727,016
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,694
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,694
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    721,322
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    721,322
    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
    721,322
    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
    752,411
    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
    752,411
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    752,411
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 721,322
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 730,997
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 752,411
    a Applied to 2019, but not more than line 2a 730,997
    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 2020 distributable amount..... 21,414
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    699,908
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    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 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 (2020)
    Form 990-PF (2020)
    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
    AIM HIGH ST LOUIS
    755 SOUTH PRICE
    ST LOUIS,MO63124
    NONE PC GENERAL SUPPORT 1,500
    THE ANGEL BAND PROJECT
    6267 DELMAR 3W
    ST LOUIS,MO63130
    NONE PC GENERAL SUPPORT 22,500
    BOYS & GIRLS CLUB
    2901 NORTH GRAND AVENUE
    ST LOUIS,MO63107
    NONE PC GENERAL SUPPORT 42,000
    CHICAGO FURNITURE BANK
    PO BOX 12455
    CHICAGO,IL60612
    NONE PC GENERAL SUPPORT 500
    CITY HARVEST
    6 EAST 32ND ST 5TH FLOOR
    NEW YORK,NY10016
    NONE PC GENERAL SUPPORT 2,000
    COVENANT HOUSE
    NY 550 10TH AVENUE
    NEW YORK,NY10018
    NONE PC GENERAL SUPPORT 1,500
    DARDEN SCHOOL FOUNDATION
    PO BOX 400894
    CHARLOTTESVILLE,VA22907
    NONE PC GENERAL SUPPORT 20,000
    DIRECT ACTION RESEARCH TRAINING CENTER
    PO BOX 382036
    MIAMI,FL33238
    NONE PC GENERAL SUPPORT 25,000
    DKE ALUMNI COMMUNICATIONS FUND
    PO BOX 400314
    CHARLOTTESVILLE,VA22904
    NONE PC GENERAL SUPPORT 1,000
    DONTE'S DEN
    6801 283RD STREET E
    MYAKKA CITY,FL34251
    NONE PC GENERAL SUPPORT 20,000
    EASTER SEALS SOUTHWEST FLORIDA
    350 BRADEN AVENUE
    SARASOTA,FL34243
    NONE PC GENERAL SUPPORT 15,000
    FAITH & ACTION FOR STRENGTH TOGETHER
    1310 22ND AVENUE S
    ST PETERSBURG,FL33705
    NONE PC GENERAL SUPPORT 10,000
    FAR AWAY FRIENDS
    1968 S VAN GORDON STREET
    LAKEWOOD,CO80228
    NONE PC GENERAL SUPPORT 30,000
    HABITAT FOR HUMANITY ST LOUIS
    3830 S GRAND BLVD
    ST LOUIS,MO63118
    NONE PC GENERAL SUPPORT 1,500
    HAWTHORN LEADERSHIP SCHOOLS FOR GIRLS
    1901 N KINGSHIGHWAY BOULEVARD
    ST LOUIS,MO63113
    NONE PC GENERAL SUPPORT 500
    HOLOCAUST MUSEUM & LEARNING CENTER
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146
    NONE PC GENERAL SUPPORT 43,333
    HORIZONS ST LOUIS
    PO BOX 220274
    KIRKWOOD,MO63122
    NONE PC GENERAL SUPPORT 1,225
    HUMANE SOCIETY OF MISSOURI
    1201 MACKLIND AVENUE
    ST LOUIS,MO63110
    NONE PC GENERAL SUPPORT 2,000
    JEFFERSON SCHOLARS FOUNDATION
    PO BOX 400891
    CHARLOTTESVILLE,VA22904
    NONE PC GENERAL SUPPORT 63,817
    JEWISH COMMUNITY RELATIONS COUNCIL
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146
    NONE PC GENERAL SUPPORT 2,500
    JEWISH FEDERATION OF ST LOUIS
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146
    NONE PC GENERAL SUPPORT 40,000
    JOHN BURROUGHS SCHOOL
    755 SOUTH PRICE
    ST LOUIS,MO63124
    NONE PC GENERAL SUPPORT 6,500
    LYDIA'S HOUSE
    PO BOX 2722
    ST LOUIS,MO63116
    NONE PC GENERAL SUPPORT 1,500
    MISSOURI VETERANS ENDEAVOR
    8410 ENGLER PARK COURT
    ST LOUIS,MO63114
    NONE PC GENERAL SUPPORT 500
    NAMI OF SARASOTA CO
    2911 FRUITVILLE ROAD
    SARASOTA,FL34237
    NONE PC GENERAL SUPPORT 20,000
    NATURAL RESOURCES DEFENSE FUND
    PO BOX 1830
    MERRIFIELD,VA22116
    NONE PC GENERAL SUPPORT 3,000
    NISHMAH-SHARSHARET
    2 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146
    NONE PC GENERAL SUPPORT 10,000
    ORPHANS CLUB
    PO BOX 3404
    PARK CITY,UT84060
    NONE PC GENERAL SUPPORT 15,000
    RHONDA'S HEART
    5162 LEXINGTON AVENUE
    ST LOUIS,MO63115
    NONE PC GENERAL SUPPORT 90,000
    ROSSMAN SCHOOL
    12660 CONWAY ROAD
    CREVE COEUR,MO63141
    NONE PC GENERAL SUPPORT 6,500
    SARASOTA MANATEE ASSOC FOR RIDING THERAPY INC
    4800 CR 675
    BRADENTON,FL34211
    NONE PC GENERAL SUPPORT 20,000
    ST LOUIS CHILDREN'S HOSPITAL FOUNDATION
    PO BOX 955423
    ST LOUIS,MO63195
    NONE PC GENERAL SUPPORT 10,000
    ST LOUIS INDEPENDENCE CENTER
    4245 FOREST PARK AVENUE
    ST LOUIS,MO63108
    NONE PC GENERAL SUPPORT 1,000
    STRAY RESCUE OF ST LOUIS
    2320 PINE ST
    ST LOUIS,MO63103
    NONE PC GENERAL SUPPORT 5,042
    TEMPLE SINAI
    4632 SOUTH LOCKWOOD RIDGE ROAD
    SARASOTA,FL34231
    NONE PC GENERAL SUPPORT 20,000
    THE BATTEN SCHOOL OF PUBLIC POLICY UNIVERSITY OF VIRGINIA
    PO BOX 37963
    BOONE,IA50036
    NONE PC GENERAL SUPPORT 2,000
    THE BRAIN OBSERVATORY
    2159 INDIA ST SUITE 200
    SAN DIEGO,CA92101
    NONE PC GENERAL SUPPORT 18,333
    THE COLLEGE FONDATION OF UVA
    PO BOX 400801
    CHARLOTTESVILLE,VA22904
    NONE PC GENERAL SUPPORT 8,000
    THE FLORIDA CENTER FOR EARLY CHILDHOOD
    4620 17TH STREET
    SARASOTA,FL34235
    NONE PC GENERAL SUPPORT 20,000
    THE FOUNDATION FOR BARNES-JEWISH HOSPITAL
    1001 HIGHLANDS PLAZA DRIVE WEST
    SUITE 140
    ST LOUIS,MO63110
    NONE PC GENERAL SUPPORT 16,250
    THE GALDYS & HENRY CROWN CENTER
    8350 DELCREST DRIVE
    ST LOUIS,MO63142
    NONE PC GENERAL SUPPORT 2,500
    THE GAN TEMPLE SINAI
    4631 SOUTH LOCKWOOD RIDGE ROAD
    SARASOTA,FL34231
    NONE PC GENERAL SUPPORT 10,000
    THE GREEN CENTER
    8025 BLACKBERRY AVENUE
    ST LOUIS,MO63130
    NONE PC GENERAL SUPPORT 500
    THE V II FOUNDATION
    1030 LA BONITA DR
    SAN MARCOS,CA92078
    NONE PC GENERAL SUPPORT 70,000
    THE TAYLOR EMMONS SCHOLAR FUND
    5210 PAYLOR LANE
    SARASOTA,FL34240
    NONE PC GENERAL SUPPORT 20,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    1150 S OLIVE STREET
    LOS ANGELES,CA90080
    NONE PC GENERAL SUPPORT 1,500
    VISIBLE MEN ACADEMY
    921 63RD AVENUE EAST
    BRADENTON,FL34203
    NONE PC GENERAL SUPPORT 20,000
    WASHINGTON UNIVERSITY IN ST LOUIS
    1 BROOKINGS DRIVE
    ST LOUIS,MO63130
    NONE PC GENERAL SUPPORT 5,000
    YOUNG FRIENDS OF ST LOUIS ARC
    1177 N WARSON ROAD
    ST LOUIS,MO63132
    NONE PC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 750,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 267,948  
    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 71,168  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEXCISE TAX REFUND
        01 385  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 339,501 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    339,501
    (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 (2020)
    Form 990-PF (2020)
    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) (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) (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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,750 2,375   2,375

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADIENT PLC ORD SHS 3,982 9,318
    HORIZON THERAPEUTICS PUB L 7,397 7,681
    JAZZ PHARMACEUTICALS PLC SHS USD 9,065 10,068
    LIBERTY GLOBAL PLC SHS CL C 91,969 89,775
    LINDE PLC 7,309 12,385
    STERIS PLC SHS USD 4,382 10,993
    LIBERTY LATIN AMERICA LTD COM CL C 2,385 954
    ALCON AG ORD SHS 10,528 10,887
    CHECK POINT SOFTWARE TECH LTD ORD 14,144 19,006
    AERCAP HOLDINGS NV 15,006 18,733
    YANDEX N V SHS CLASS A 3,013 7,515
    FLEX LTD ORD 12,876 25,118
    AIA GROUP LTD SPONSORED ADR 15,723 29,281
    ACADIA HEALTHCARE COMPANY INC 10,878 12,615
    ADIDAS AG ADR SUBJECT TO CUSTODY FEE 8,756 13,907
    ADOBE SYSTEMS INCORPORATED 6,938 32,508
    ADYEN N V UNSPONSRED ADS 17,690 36,424
    AFFILIATED MANAGERS GROUP INC 47,847 77,699
    AIR LEASE CORP CL A 8,479 14,436
    AIR LIQUIDE ADR 5,294 8,058
    ALFA LAVAL AB SWEDEN ADR 5,685 9,221
    ALIBABA GROUP HLDG LTD SPONSORED ADS SUBJECT TO CUSTODY FEES 18,416 21,877
    ALIGN TECHNOLOGY INC 7,000 18,703
    ALLIANCE DATA SYSTEMS CORP 8,714 9,559
    ALLIANZ SE UNSPONSRD ADS 15,322 20,952
    ALPHABET INC CAP STK CL C 10,884 22,774
    AMAZON COM INC 7,321 55,368
    AMBEV SA SPONSORED ADR 11,718 9,633
    AMERICAN CAMPUS CMNTYS INC REIT 6,375 7,314
    AMERIPRISE FINL INC 29,693 46,445
    APPLE INC 12,642 14,065
    APTARGROUP INC 6,364 10,814
    ARROW ELECTRS INC 13,403 21,114
    ARTISAN PARTNERS ASSET MGMT IN CL A 4,910 5,084
    ASSURANT INC 18,058 22,612
    ATLANTIC UN BANKSHARES CORP 6,503 5,666
    ATLAS COPCO AB SP ADR A NEW 13,082 25,846
    AUTODESK INC 13,810 27,481
    BJS WHSL CLUB HLDGS INC 8,173 11,706
    BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 17,119 13,076
    BERKSHIRE HATHAWAY INC DEL CL B NEW 37,619 61,677
    BERRY GLOBAL GROUP INC 14,116 21,802
    BIO RAD LABS INC CL A 7,133 13,991
    BOOZ ALLEN HAMILTON HLDG CORP CL A 4,725 12,903
    BRIGHT HORIZONS FAM SOL IN DEL 5,699 8,477
    BROADCOM INC 23,097 44,223
    BURLINGTON STORES INC 19,696 35,309
    CANADIAN NATL RY CO 5,402 8,239
    CARTER'S INC 7,110 6,867
    CATALENT INC 4,833 15,506
    CAVCO INDS INC DEL 5,458 8,597
    CELANESE CORP DEL 26,998 38,852
    CENTENE CORP DEL 35,772 38,719
    LUMEN TECHNOLOGIES INC 64,190 38,347
    CERENCE INC 7,108 16,780
    CHEMED CORP NEW 6,421 7,457
    CHEVRON CORP NEW 54,418 52,612
    CHIPOTLE MEXICAN GRILL INC 10,006 11,094
    CHUGAI PHARMACEUTICAL CO LTD ADR 7,732 17,982
    CITIGROUP INC COM NEW 62,255 73,869
    COGNEX CORP 3,832 10,838
    COMMSCOPE HLDG CO INC 9,995 8,415
    CONCENTRIX CORP 5,791 13,719
    CORESITE RLTY CORP REIT 6,509 7,392
    COSTCO WHSL CORP NEW 6,918 7,159
    CROWN HLDGS INC 23,033 39,078
    DBS GROUP HOLDINGS LTD SPONSORED ADR 15,717 21,370
    DANONE SPONSORED ADR 40,526 39,392
    DASSAULT SYS S A SPONSORED ADR 17,514 25,866
    DELL TECHNOLOGIES INC CL C 21,705 39,650
    DEXCOM INC 6,499 17,007
    DIAGEO PLC SPON ADR NEW 11,804 11,911
    DORMAN PRODS INC 5,980 9,377
    DRIL QUIP INC 4,525 2,281
    EOG RES INC 53,392 45,332
    EAGLE MATLS INC 8,160 9,324
    EASTERLY GOVT PPTYS INC REIT 8,600 10,374
    EDWARDS LIFESCIENCES CORP 7,005 18,064
    ELEMENT SOLUTIONS INC 8,880 8,741
    ENTEGRIS INC 5,861 13,742
    ENVESTNET INC 5,249 6,419
    EPAM SYS INC 4,533 12,542
    EPIROC AKTIEBOLAG UNSPONSRED ADS 6,425 12,108
    EXPONENT INC 3,853 16,115
    FACEBOOK INC CL A 4,515 17,482
    FAIRFAX FINL HLDGS LTD SUB VTG 65,996 63,074
    FANUC CORPORATION ADR 6,421 8,123
    FEDERAL SIGNAL CORP 7,213 8,724
    FIVE BELOW INC 2,729 10,499
    FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 13,507 12,350
    FUCHS PETROLUB SE ADR 3,884 4,611
    GARTNER INC 6,125 11,213
    GENERAL MTRS CO 59,283 74,119
    GIBRALTAR INDS INC 9,581 15,251
    GLACIER BANCORP INC NEW 3,577 6,625
    GLOBAL PMTS INC 6,380 9,048
    GLOBUS MED INC CL A 6,006 8,609
    GRACE W R & CO DEL NEW 9,063 9,593
    GRACO INC 3,824 10,201
    GRAND CANYON ED INC 6,778 5,400
    HCA HEALTHCARE INC 35,187 47,529
    HDFC BANK LTD SPONSORED ADS 5,633 9,466
    HANESBRANDS INC 9,768 13,822
    HEXCEL CORP NEW 9,694 7,807
    HUBSPOT INC 7,269 20,218
    HUDSON PAC PPTYS INC REIT 8,173 7,086
    ICICI BANK LIMITED ADR 5,712 11,294
    IDACORP INC 9,262 9,891
    INFINEON TECHNOLOGIES AG SPONSORED ADR 17,746 38,473
    INGERSOLL RAND INC 7,876 14,625
    INTEGER HLDGS CORP 6,215 6,820
    INTUITIVE SURGICAL INC COM NEW 14,808 22,907
    ITAU UNIBANCO HLDG S A SPON ADR REP PFD 12,844 13,684
    JPMORGAN CHASE & CO COM 30,991 55,911
    JOHNSON & JOHNSON 32,737 48,788
    KEMPER CORP 7,126 7,990
    KINSALE CAP GROUP INC 4,627 8,205
    KOMATSU LTD SPON ADR NEW 8,437 11,627
    KUBOTA CORP ADR 9,669 13,903
    L OREAL CO ADR 11,294 23,759
    LANCASTER COLONY CORP 7,587 10,105
    LINCOLN NATL CORP IND 36,443 30,991
    LITHIA MTRS INC CL A 5,476 16,682
    LONZA GROUP AG UNSPONSORED ADR 8,771 21,210
    LULULEMON ATHLETICA INC 7,029 7,309
    MAGNA INTL INC 44,114 78,730
    MARKETAXESS HLDGS INC 1,160 9,700
    MASTERCARD INCORPORATED CL A 14,593 43,547
    MERCADOLIBRE INC 6,842 18,427
    MICROSOFT CORP 36,195 97,420
    MOLINA HEALTHCARE INC 6,957 9,358
    NRG ENERGY INC COM NEW 28,618 29,627
    NESTLE S A SPONSORED ADR 11,442 18,023
    NEUROCRINE BIOSCIENCES INC 9,348 9,585
    NORDSON CORP 5,302 12,861
    NOVOZYMES A/S UNSPONSORED ADR 6,391 7,020
    NVIDIA CORPORATION 11,386 31,332
    OGE ENERGY CORP 3,143 3,250
    O-I GLASS INC 5,072 5,986
    OIL COMPANY LUKOIL PJSC SPONSORED ADR 10,325 8,477
    PARSLEY ENERGY INC CL A 13,201 9,940
    PAYPAL HLDGS INC 10,519 41,453
    PERFORMANCE FOOD GROUP CO 4,606 5,761
    PHYSICIANS RLTY TR REIT 8,892 8,704
    PING AN INS GROUP CO CHINA LTD SPON ADR REP H 11,145 12,201
    PINNACLE FINL PARTNERS INC 10,295 11,592
    PIPER SANDLER COMPANIES 6,564 8,576
    POLARIS INC 8,134 8,289
    POOL CORP 2,355 8,195
    PORTLAND GEN ELEC CO COM NEW 6,749 7,442
    POWER CORP CDA 41,188 58,566
    POWER INTEGRATIONS INC 2,105 7,204
    QUAKER CHEM CORP 5,839 13,176
    QUALCOMM INC 10,124 10,664
    QUANTA SVCS INC 13,259 28,448
    QURATE RETAIL INC COM SER A 17,471 19,406
    RPM INTL INC 4,920 14,434
    RAPID7 INC 3,542 13,885
    RBC BEARINGS INC 4,165 13,249
    RESOLUTE FST PRODS INC 13,292 11,576
    RIO TINTO PLC SPONSORED ADR 11,949 17,827
    RITCHIE BROS AUCTIONEERS 4,156 13,840
    ROCHE HLDG LTD SPONSORED ADR SUBJECT TO CUSTODY FEE 17,267 22,709
    ROYAL DUTCH SHELL PLC SPON ADR B 11,090 9,176
    SPX FLOW INC 22,095 41,383
    SALESFORCE COM INC 8,500 31,377
    SAP SE SPON ADR 19,772 26,469
    SCHNEIDER ELECTRIC SE UNSPONSORD ADR 12,609 19,715
    SCHNEIDER NATIONAL INC CL B 5,368 5,009
    SERVICENOW INC 14,773 50,089
    SGS SA UNSPONSORED ADR 6,492 7,621
    SHIONOGI & CO LTD UNSPONSORED ADS 6,078 6,480
    SIGNATURE BK NEW YORK N Y 9,108 11,364
    SILICON LABORATORIES INC 7,438 11,333
    SONOVA HLDG AG UNSPONSORED ADR 5,427 11,346
    SPLUNK INC 4,345 14,780
    SQUARE INC CL A 6,953 29,164
    SUMMIT HOTEL PPTYS INC REIT 9,909 6,154
    SUN CMNTYS INC REIT 6,534 13,220
    SUNCOR ENERGY INC NEW 59,794 46,481
    SYMRISE AG UNSPONSORD ADR 6,133 13,539
    SYNNEX CORP 4,743 11,320
    SYNEOS HEALTH INC CL A 11,098 12,808
    SYSMEX CORP UNSPONSORED ADR 6,916 14,256
    TCF FINL CORP 10,118 9,514
    TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 11,379 38,600
    TENCENT HOLDINGS LIMITED UNSPON ADR 14,567 21,639
    TEXAS ROADHOUSE INC 9,116 11,255
    TORO CO 4,524 13,372
    TRACTOR SUPPLY CO 10,685 9,700
    TRANSDIGM GROUP INC 3,994 8,045
    UNICHARM CORP SPONSORED ADR 14,223 18,883
    UNILEVER PLC SPON ADR NEW 10,879 13,098
    UNITED RENTALS INC 23,984 48,701
    UNITY SOFTWARE INC 1,663 1,535
    UNIVAR SOLUTIONS USA INC 5,956 9,353
    VAIL RESORTS INC 4,718 6,416
    VEEVA SYS INC CL A COM 8,198 38,115
    VISA INC COM CL A 13,819 40,903
    VODAFONE GROUP PLC NEW SPONSORED ADR 76,407 54,038
    VOYA FINANCIAL INC 8,880 11,527
    WESTERN ALLIANCE BANCORP 11,768 14,028
    WESTERN DIGITAL CORP. 40,436 48,799
    WHIRLPOOL CORP 29,373 53,786
    WORKDAY INC CL A 4,691 13,897
    XPO LOGISTICS INC 15,522 31,230
    ZEBRA TECHNOLOGIES CORPORATION CL A 3,415 19,217
    ZENDESK INC 4,818 7,442
    NITORI HOLDINGS CO LTD UNSPONSRD ADS 6,432 9,150
    PHAEACIAN ACCENT INTERNATIONAL 704,373 857,648
    DRIEHAUS EMERGING MARKETS 0 625,316
    FPA NEW INCOME FD 3,516,631 3,547,041
    LOCORR MACRO STRAT FD CL I 463,264 448,647
    MATTHEWS ASIA DIVIDEND FUND 470,251 623,153
    ROYCE SPECIAL EQUITY FD OPEN END 1,111,580 1,061,639
    FPA NEW INCOME FD 110,645 111,306

    TY 2020 InvestmentsOtherSchedule2
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GPI CAPITAL GLOBAL PARTNERSHIP AT COST 375,788 442,473
    KL SPECIAL OPPORTUNITIES AT COST 650,000 704,047
    XANTHUS FUND LLC AT COST 400,000 1,161,057
    SUVRETTA OFFSHORE AT COST 700,000 700,000
    ALTEGRIS RENAISSANCE FUND II LTD AT COST 765,000 633,863

    TY 2020 OtherAssetsSchedule
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ESTIMATED FED. EXCISE TAX PAID 26,510 5,360 5,360


    TY 2020 OtherDecreasesSchedule
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Description Amount
    CASH BASIS INVESTMENT TIMING ADJUSTMENTS 341,134


    TY 2020 OtherExpensesSchedule
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE AND SHIPPING 36 0   36


    TY 2020 OtherIncomeSchedule2
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ADVANTAGE ADVISERS XANTHUS FUND K-1 INVESTMENT INCOME   104,557  
    GPI CAPITAL GLOBAL   18,961  
    EXCISE TAX REFUND 385   385


    TY 2020 OtherLiabilitiesSchedule
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Description Beginning of Year - Book Value End of Year - Book Value
    NET OPTIONS VALUE -23,994 -18,093


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 153,722 142,379   0


    TY 2020 TaxesSchedule
    Name:
    GREEN FAMILY FOUNDATION
    EIN:
    32-6062139
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX PAID 5,355 0   0
    FOREIGN TAX PAID 4,431 5,623   0