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 07-01-2020 , and ending 06-30-2021
Name of foundation
THE DANIEL B AND
FLORENCE E GREEN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)15 E RIDGE PIKE NO 5TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONSHOHOCKEN, PA19428
A Employer identification number

20-1910865
B Telephone number (see instructions)

(610) 238-5003
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$189,256,619J 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) 1,443,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 254,222 254,222  
4 Dividends and interest from securities... 3,216,518 3,216,518  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,548,857
b Gross sales price for all assets on line 6a 29,367,934
7 Capital gain net income (from Part IV, line 2)... 12,548,857
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 246
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 246  
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 17,462,843 16,019,597  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 244,216 0   98,775
15 Pension plans, employee benefits....... 11,711 0   5,328
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 289,000 0   8,102
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 442 0   442
23 Other expenses (attach schedule)....... Click to see attachment 652,288 184,395   463,986
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,197,657 184,395   576,633
25 Contributions, gifts, grants paid....... 6,724,000 6,724,000
26 Total expenses and disbursements. Add lines 24 and 25 7,921,657 184,395   7,300,633
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,541,186
b Net investment income (if negative, enter -0-) 15,835,202
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............. 25,079,756 21,554,811 21,554,811
2 Savings and temporary cash investments.........      
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).......      
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).......... 17,057,194 Click to see attachment14,989,927 14,989,927
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment119,587,360 Click to see attachment152,711,881 Click to see attachment152,711,881
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 161,724,310 189,256,619 189,256,619
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 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 161,724,310 189,256,619
29 Total net assets or fund balances (see instructions)..... 161,724,310 189,256,619
30 Total liabilities and net assets/fund balances (see instructions). 161,724,310 189,256,619
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
161,724,310
2
Enter amount from Part I, line 27a .....................
2
9,541,186
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
17,991,123
4
Add lines 1, 2, and 3 ..........................
4
189,256,619
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 29 .
6
189,256,619
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 FROM K-1 OSAGE UNIVERSITY PARTNERS I LP P    
b FROM K-1 OSAGE UNIVERSITY PARTNERS II LP P    
c FROM K-1 OSAGE UNIVERSITY PARTNERS III LP P    
d PUBLICLY TRADED SECURITIES      
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       -13,833
b       46,666
c       -9,849
d 20,545,108   16,842,061 3,703,047
e 8,822,826     8,822,826
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       -13,833
b       46,666
c       -9,849
d       3,703,047
e       8,822,826
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 12,548,857
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................................ 1 220,109
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........................... 3 220,109
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- ..... 5 220,109
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 288,951
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 889
7 Total credits and payments. Add lines 6a through 6d.............. 7 289,840
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 69,731
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet69,731 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)
    bulletPA
    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 ofbulletPETER NOLAN Telephone no.bullet (610) 238-5003

    Located atbullet15 E RIDGE AVE STE 500CONSHOHOCKENPA ZIP+4bullet19428
    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
    RICHARD J GREEN TRUSTEE
    0.00     		0 0 0
    15 E RIDGE PIKE SUITE 400
    CONSHOCKEN,PA19428
    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
    ESSENTIAL LEADERSHIP LLC CONSULTING 225,000
    6709 LINCOLN DR
    PHILADELPHIA,PA19119
    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
    155,497,706
    b
    Average of monthly cash balances.......................
    1b
    24,415,055
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    179,912,761
    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
    179,912,761
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,698,691
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    177,214,070
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,860,704
    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
    8,860,704
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    220,109
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    220,109
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,640,595
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,640,595
    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
    8,640,595
    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
    7,300,633
    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
    7,300,633
    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
    7,300,633
    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 8,640,595
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 7,085,731
    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$ 7,300,633
    a Applied to 2019, but not more than line 2a 7,085,731
    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..... 214,902
    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 ..........     		8,425,693
    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).)
    RICHARD J GREEN
    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
    AMERICAN HEART ASSOCIATION
    1617 JFK BLVD SUITE 700
    PHILADELPHIA,PA19103     		NONE PC GENERAL FUND 25,000
    AMIT
    817 BROADWAY
    NEW YORK,NY10003     		NONE PC GENERAL FUND 10,000
    ANTI-DEFAMATION LEAGUE
    1500 MARKET STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL FUND 25,000
    BIRTHRIGHT ISRAEL FOUNDATION
    711 3RD AVE 10TH FL
    NEW YORK,NY10017     		NONE PC GENERAL FUND 10,000
    BROAD STREET MINISTRY
    315 S BROAD STREET
    PHILADELPHIA,PA19107     		NONE PC GENERAL FUND 40,000
    CARITAS SOCIETY OF ST JOHN'S
    60 COLLEGE AVE
    ANNAPOLIS,MD21401     		NONE PC GENERAL FUND 25,000
    CARON TREATMENT CENTERS
    243 N GALEN HALL RD
    WERNERSVILLE,PA19565     		NONE PC GENERAL FUND 5,000
    CDC FOUNDATION
    600 PEACHTREE STREET SUTIE 1000
    ATLANTA,GA30308     		NONE PC GENERAL FUND 2,500
    CITY YEAR PHILA
    211 N 13TH STREET SUITE 100
    PHILADELPHIA,PA19107     		NONE PC GENERAL FUND 250,000
    CLEAN AND SOBER MEDIA
    141 E SPRING AVE
    ARDMORE,PA19003     		NONE PC GENERAL FUND 5,000
    CONTRIBUTIONS UNDER 1000 TO QUALIFIED ORGANIZATIONS
    15 EAST RIDGE PIKE 5TH FLOOR
    CONSHOHOCKEN,PA19428     		NONE PC GENERAL FUND 500
    COUNCIL FOR RELATIONSHIPS INC
    4025 CHESTNUT ST
    PHILADELPHIA,PA19104     		NONE PC GENERAL FUND 38,000
    EMILY'S ENTOURAGE
    PO BOX 71
    MERION STATION,PA19066     		NONE PC GENERAL FUND 5,000
    EXPERIENCE CAMPS
    136 SUITE 207
    WESTPORT,CT06880     		NONE PC GENERAL FUND 5,000
    FOUNDATION FOR ANIMAL CARE & EDUCATION (FACE)
    10455 SORRENTO VALLEY RD
    SAN DIEGO,CA92121     		NONE PC GENERAL FUND 10,000
    FRIENDS CENTRAL SCHOOL
    1101 CITY AVE
    WYNNEWOOD,PA19096     		NONE PC GENERAL FUND 1,025,000
    FUTURE LEGENDS
    PO BOX 2412
    RANCHO SANTA FE,CA920672412     		NONE PC GENERAL FUND 30,000
    HABITAT FOR HUMANITY
    1829 N 19TH ST
    PHILADELPHIA,PA19121     		NONE PC GENERAL FUND 25,000
    HARVARD BUSINESS SCHOOL
    117 WESTERN AVE
    BOSTON,MA02163     		NONE PC GENERAL FUND 5,000
    HARVARD COLLEGE
    40 OXFORD ST
    CAMBRIDGE,MA02138     		NONE PC GENERAL FUND 5,000
    JACK BARRACK ACADEMY
    272 S BRYN MAWR AVE
    BRYN MAWR,PA19010     		NONE PC GENERAL FUND 5,000
    JAFCO
    215 N PRESIDENTIAL BLVD
    BALA CYNWYD,PA19004     		NONE PC GENERAL FUND 2,000
    JEWISH FEDERATION GREATER PHILADELPHIA
    2100 ARCH STREET
    PHILADELPHIA,PA19103     		NONE PC GENERAL FUND 118,000
    JEWISH RELIEF AGENCY
    225 E CITY AVE
    BALA CYNWYD,PA19004     		NONE PC GENERAL FUND 5,000
    KENYON COLLEGE
    OFFICE OF DEVELOPMENT COLLEGE
    RELATIONS BUILDING
    GAMBIER,OH43022     		NONE PC GENERAL FUND 25,000
    LANKENAU MEDICAL CENTER FOUNDATION
    100 E LANCASTER AVE
    WYNNEWOOD,PA19096     		NONE PC GENERAL FUND 1,000,000
    LAUREL HOUSE
    PO BOX 764
    NORRISTOWN,PA19404     		NONE PC GENERAL FUND 10,000
    MAKE THE WORLD BETTER FOUNDATION-PHLADELPHIA
    227 W THOMPSON STREET UNIT A
    PHILADELPHIA,PA19122     		NONE PC GENERAL FUND 2,500
    MANNA CONEJO VALLEY FOOD DISTRICT
    PO BOX 1114
    THOUSAND OAKS,CA913580114     		NONE PC GENERAL FUND 50,000
    MERCY MEDICAL ANGELS
    4620 HAYGOOD ROAD STE 1
    VIRGINIA BEACHC,VA23455     		NONE PC GENERAL FUND 50,000
    MINDING YOUR MIND
    124 SIBLEY AVE
    ARDMORE,PA19003     		NONE PC GENERAL FUND 25,000
    NATIONAL CENTER FOR JEWISH FILM INC
    415 SOUTH STREET
    WALTHAM,MA02453     		NONE PC GENERAL FUND 5,000
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 S INDEPENDENCE MALL
    PHILADELPHIA,PA19106     		NONE PC GENERAL FUND 15,000
    NEXT GENERATION MEN
    115 MARTIN LUTHER KING JR DR SW
    SUITE 304
    ATLANTA,GA30303     		NONE PC GENERAL FUND 5,000
    ONE2ONE USA FOUNDATION
    PO BOX 727
    SHORT HILLS,NJ07078     		NONE PC GENERAL FUND 5,500
    PHILA RONALD MCDONALD HOUSE
    3925 CHESTNUT ST
    PHILADELPHIA,PA19104     		NONE PC GENERAL FUND 350,000
    PHILADELPHIA ANIMAL WELFARE SOCIETY
    100 N 2ND ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL FUND 25,000
    PHILADELPHIA THEATRE COMPANY
    480 S BROAD STREET
    PHILADELPHIA,PA19146     		NONE PC GENERAL FUND 10,000
    PHILADELPHIA ZOO
    3300 FAIRMONT AVE
    PHILADELPHIA,PA19104     		NONE PC GENERAL FUND 25,000
    RAYMOND & RUTH PERELMAN JEWISH DAY SCHOOL
    49 HAVERFORD ROAD
    WYNNEWOOD,PA19096     		NONE PC GENERAL FUND 5,000
    SCRIPPS HEALTH FOUNDATION
    4275 CAMPUS POINT CT
    SAN DIEGO,CA92121     		NONE PC GENERAL FUND 30,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE PC GENERAL FUND 5,000
    ST JOHN'S COLLEGE
    60 COLLEGE AVE
    ANNAPOLIS,MD21401     		NONE PC GENERAL FUND 25,000
    TEACH FOR AMERICA
    100 W OXFORD ST STE E3000
    PHILADELPHIA,PA19122     		NONE PC GENERAL FUND 5,000
    THE HAVERFORD SCHOOL
    450 LANCASTER AVE
    HAVERFORD,PA19041     		NONE PC GENERAL FUND 2,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE PC GENERAL FUND 1,000
    TRAVIS MANION FOUNDATION
    164 E STATE ST
    DOYLESTOWN,PA18901     		NONE PC GENERAL FUND 30,000
    TRUSTEES OF BOSTON UNIVERSITY
    595 COMMONWEALTH AVENUE SUITE 700
    BOSTON,MA02215     		NONE PC GENERAL FUND 10,000
    UNITARIAN UNIV FELLOWSHIP CONEJO VALLEY
    3327 OLD CONEJO ROAD
    NEWBURY PARK,CA91320     		NONE PC GENERAL FUND 50,000
    UNITARIAN UNIVERSALIST CHURCH ANNAPOLIS
    333 DUBOIS RD
    ANNAPOLIS,MD21401     		NONE PC GENERAL FUND 10,000
    WOMEN'S WAY
    123 S BROAD STREET STE 1320
    PHILADELPHIA,PA19109     		NONE PC GENERAL FUND 66,000
    WORLD AFFAIRS COUNCIL OF PHILADELPHIA
    1 S BROAD STREET
    PHILADELPHIA,PA19107     		NONE PC GENERAL FUND 300,000
    YOUTHBUILD PHILADELPHIA CHARTER SCHOOL
    1231 N BROAD STREET
    PHILADELPHIA,PA19122     		NONE PC GENERAL FUND 65,000
    ZAKI GORDON MEMORIAL GIFT FUND
    C/O FIDELITY INVESTMENTS CHARITABLE
    GIFT FUND PO BOX 770001
    CINCINNATI,OH452770053     		NONE PC GENERAL FUND 10,000
    AL DIA FOUNDATION
    1835 MARKET STREET - 4TH FLOOR
    PHILADELPHIA,PA191032968     		NONE PC GENERAL FUND 5,000
    AMERICAN JEWISH COMMITTEE
    30 S 15TH STREET STE 801
    PHILADELPHIA,PA19102     		NONE PC GENERAL FUND 5,000
    ARUNDEL LODGE INC
    2600 SOLOMONS ISLAND ROAD
    EDGEWATER,MD210371102     		NONE PC GENERAL FUND 15,000
    CLEAN AIR COUNCIL
    135 SOUTH 19TH STREET SUITE 300
    PHILADELPHIA,PA19103     		NONE PC GENERAL FUND 60,000
    CONEJO HOSPICE INC
    80 E HILLCREST DR
    THOUSAND OAKS,CA913604218     		NONE PC GENERAL FUND 10,000
    DREXEL UNIVERSITY
    3141 CHESTNUT ST
    PHILADELPHIA,PA19104     		NONE PC GENERAL FUND 550,000
    DREXEL UNIVERSITY
    3141 CHESTNUT ST
    PHILADELPHIA,PA19104     		NONE PC GENERAL FUND 450,000
    ELWYN FOUNDATION
    111 ELWYN RD
    ELWYN,PA19063     		NONE PC GENERAL FUND 5,000
    FELLOWSHIP BMEC INC
    515 N 39TH ST
    PHILADELPHIA,PA19104     		NONE PC GENERAL FUND 60,000
    FRIENDS OF COMPASS INC
    1720 N ST NW
    WASHINGTON,DC200362907     		NONE PC GENERAL FUND 5,000
    MARPLE TOWNSHIP POLICE ASSOCIATION
    1001 SUSSEX BLVD
    BROOMALL,PA190084010     		NONE PC GENERAL FUND 6,000
    PENNSYLVANIA 30 DAY FUND INC
    100 NORTH 18TH STREET SUITE 710
    PHILADELPHIA,PA191032765     		NONE PC GENERAL FUND 75,000
    PHILADELPHIA ACADEMY OF SCHOOL LEADERS
    230 SOUTH BROAD STREET 17TH FLOOR
    PHILADELPHIA,PA191024103     		NONE PC GENERAL FUND 35,000
    PHILADELPHIA CITIZEN
    OFFSITE 2400 MARKET STREET NO 200
    PHILADELPHIA,PA19103     		NONE PC GENERAL FUND 10,000
    PHILANTHROPY NETWORK GREATER PHILADELPHIA
    230 S BROAD STREET SUITE 402
    PHILADELPHIA,PA19102     		NONE PC GENERAL FUND 180,000
    PHILLY STARTUP LEADERS INC
    1635 MARKET STREET 16TH FLOOR
    PHILADELPHIA,PA19103     		NONE PC GENERAL FUND 10,000
    PREVENTION POINT PHILADELPHIA
    PO BOX 60990
    PHILADELPHIA,PA191330990     		NONE PC GENERAL FUND 40,000
    SCHOLARSHIP AMERICA INC
    PO BOX 240
    SAINT PETER,MN560820240     		NONE PC GENERAL FUND 140,000
    SHARE OUR STRENGTH
    1030 15TH STREET NW
    WASHINGTON,DC20005     		NONE PC GENERAL FUND 5,000
    SUSAN & MURRAY BLOOM JEWISH MUSIC FOUND
    323 CONSHOHOCKEN STATE RD
    PENN VALLEY,PA190721342     		NONE PC GENERAL FUND 10,000
    THE MERCHANTS FUND
    1617 JFK BLVD 20TH FL UNIT 2042
    PHILADELPHIA,PA191031833     		NONE PC GENERAL FUND 75,000
    TODAY IS A GOOD DAY
    1108 BETHLEHEM PIKE
    FLOURTOWN,PA190312001     		NONE PC GENERAL FUND 5,000
    TRUSTEES OF TUFTS COLLEGE
    TUFTS UNIVERSITY
    MEDFORD,MA02155     		NONE PC GENERAL FUND 10,000
    TRUSTEES OF UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT ST RM 310
    PHILADELPHIA,PA191046205     		NONE PC GENERAL FUND 1,035,000
    URBED
    1315 WALNUT STREET
    PHILADELPHIA,PA191074719     		NONE PC GENERAL FUND 5,000
    WESTMINSTER FREE CLINIC
    1000 EAST JANSS ROAD
    THOUSAND OAKS,CA91360     		NONE PC GENERAL FUND 25,000
    Total .................................bullet 3a 6,724,000
    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 ...........     		    14 254,222  
    4 Dividends and interest from securities....     14 3,216,518  
    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 12,548,857  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory     14 246  
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 16,019,843 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    16,019,843
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE DANIEL B AND
    FLORENCE E GREEN FOUNDATION
    Employer identification number

    20-1910865
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE DANIEL B AND
    FLORENCE E GREEN FOUNDATION         		Employer identification number
    20-1910865
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    FIRSTRUST SAVINGS BANK
     
    15 E RIDGE PIKE SUITE 400
     
    CONSHOHOCKEN, PA19428

    		$ 1,443,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE DANIEL B AND
    FLORENCE E GREEN FOUNDATION         		Employer identification number

    20-1910865
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE DANIEL B AND
    FLORENCE E GREEN FOUNDATION         		Employer identification number

    20-1910865
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE DANIEL B AND
     
    FLORENCE E GREEN FOUNDATION
    EIN:
    20-1910865
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIRSTRUST BANK CERTIFICATE OF DEPOSIT FMV 1,041,493 1,041,493
    NOTE RECEIVABLE - BBR VII FMV 13,847,001 13,847,001
    PIPER SANDLER MM FMV 101,433 101,433

    TY 2020 OtherAssetsSchedule
    Name:
    THE DANIEL B AND
     
    FLORENCE E GREEN FOUNDATION
    EIN:
    20-1910865
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CORPORATE/AGENCY BONDS 4,976,390 9,157,550 9,157,550
    FULTON FINANCIAL CORP 0 1,475,650 1,475,650
    HAVERFORD - EQUITY INVESTMENTS 16,563,070 22,356,485 22,356,485
    INVESTMENT IN GLOBAL OPPORTUNITY PHILA FUND I 192,726 586,884 586,884
    INVESTMENT IN OSAGE UNIVERSITY PARTNERS I 319,628 305,510 305,510
    INVESTMENT IN OSAGE UNIVERSITY PARTNERS II 359,379 398,194 398,194
    INVESTMENT IN OSAGE UNIVERSITY PARTNERS III 119,479 200,210 200,210
    INVESTMENT IN OSAGE VENTURE PARTNERS V 36,250 123,793 123,793
    INVESTMENT IN RITTENHOUSE VENTURES II, LP 162,778 181,221 181,221
    ISRAEL BONDS 0 2,000,000 2,000,000
    RADCLIFFE INTERNATIONAL SPAC 0 4,888,980 4,888,980
    RADCLIFFE ULTRA SHORT DURATION 10,692,621 11,313,053 11,313,053
    VANGUARD FUNDS 86,165,039 95,513,210 95,513,210
    ARROWMARK GLOBAL 0 52,414 52,414
    BRIGHTSTAR CAPITAL PARTNERS II 0 304,631 304,631
    GOLUB CAPITAL PARTNERS 14 0 437,500 437,500
    HARBERT VII FUND 0 592,535 592,535
    LIGHT STREET BEACON II 0 442,000 442,000
    PRITZKER PRIVATE CAPITAL 0 382,061 382,061
    RA CAPITAL HEALTHCARE 0 2,000,000 2,000,000


    TY 2020 OtherExpensesSchedule
    Name:
    THE DANIEL B AND
     
    FLORENCE E GREEN FOUNDATION
    EIN:
    20-1910865
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER EXPENSE 2,997 0   2,997
    CONSULTING FEES 411,019 0   411,019
    DUES AND SUBSCRIPTIONS 10,354 0   10,354
    EQUIPMENT 4,327 0   4,327
    EXPENSES FROM K1 - GLOBAL OPPORTUNITIES FUND 9,293 9,293   0
    EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS I 404 404   0
    EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS II 10,431 10,431   0
    EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS III 11,576 11,576   0
    EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS V 13,062 13,062   0
    EXPENSES FROM K1 - RITTENHOUSE VENTURES II 7,515 7,515   0
    INSURANCE EXPENSE 14,503 0   14,503
    MANAGEMENT FEES 51,830 51,830   0
    INVESTMENT EXPENSES 80,207 80,207   0
    ORDINARY LOSS FROM K1 - RITTENHOUSE VENTURES II 77 77   0
    PROFESSIONAL FEES 14,750 0   14,750
    PROMOTIONAL FEES 69 0   69
    SEMINARS 708 0   708
    SUPPLIES EXPENSE 3,222 0   3,222
    TELEPHONE EXPENSE 800 0   800
    PAYROLL FEES 5,144 0   1,237


    TY 2020 OtherIncreasesSchedule
    Name:
    THE DANIEL B AND
     
    FLORENCE E GREEN FOUNDATION
    EIN:
    20-1910865
    Description Amount
    UNREALIZED GAIN/LOSS 17,890,027
    ACCRUED INTEREST 101,096


    TY 2020 TaxesSchedule
    Name:
    THE DANIEL B AND
     
    FLORENCE E GREEN FOUNDATION
    EIN:
    20-1910865
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 270,000 0   0
    PA BCO 15 0   15
    PAYROLL TAXES 18,985 0   8,087