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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
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 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$179,390,509
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 11,099,839
2 Check bullet.............
3 Interest on savings and temporary cash investments 176,242 176,242  
4 Dividends and interest from securities... 3,310,243 3,310,243  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,355,334
b Gross sales price for all assets on line 6a 10,126,150
7 Capital gain net income (from Part IV, line 2)... 4,355,334
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 177
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 177  
11 Other income (attach schedule)....... 5,035 5,035  
12 Total. Add lines 1 through 11........ 18,946,870 7,846,854  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 664,404 0   664,404
15 Pension plans, employee benefits....... 24,462 0   24,462
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 114,201 0   44,201
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,821 0   7,821
22 Printing and publications.......... 186 0   186
23 Other expenses (attach schedule)....... 525,019 298,653   226,875
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,336,093 298,653   967,949
25 Contributions, gifts, grants paid....... 7,546,500 7,546,500
26 Total expenses and disbursements. Add lines 24 and 25 8,882,593 298,653   8,514,449
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,064,277
b Net investment income (if negative, enter -0-) 7,548,201
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 21,554,811 18,460,582 18,460,582
2 Savings and temporary cash investments......... 1,142,926 1,406,504 1,406,504
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).......... 13,847,001 Click to see attachment13,054,441 13,054,441
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment152,711,881 Click to see attachment146,468,982 Click to see attachment146,468,982
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 189,256,619 179,390,509 179,390,509
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 189,256,619 179,390,509
29 Total net assets or fund balances (see instructions)..... 189,256,619 179,390,509
30 Total liabilities and net assets/fund balances (see instructions). 189,256,619 179,390,509
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
189,256,619
2
Enter amount from Part I, line 27a .....................
2
10,064,277
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
215,248
4
Add lines 1, 2, and 3 ..........................
4
199,536,144
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
20,145,635
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
179,390,509
Form 990-PF (2021)
Form 990-PF (2021)
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       -62,210
b       -1,057
c       25,508
d 6,736,844   5,733,057 1,003,787
e 3,389,306     3,389,306
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       -62,210
b       -1,057
c       25,508
d       1,003,787
e       3,389,306
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 4,355,334
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 104,920
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- ..... 5 104,920
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 139,731
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 139,731
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 59
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 34,752
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet34,752 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
    No
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 233,195
    6709 LINCOLN DR
    PHILADELPHIA,PA19119
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    152,181,978
    b
    Average of monthly cash balances.......................
    1b
    17,129,380
    c
    Fair market value of all other assets (see instructions)................
    1c
    9,841,385
    d
    Total (add lines 1a, b, and c).........................
    1d
    179,152,743
    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
    179,152,743
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,687,291
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    176,465,452
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    8,823,273
    Part X
    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 IX, line 6..................
    1
    8,823,273
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    104,920
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    104,920
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,718,353
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,718,353
    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 XII, line 1 ...
    7
    8,718,353
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 8,718,353
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 8,425,693
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 8,514,449
    a Applied to 2020, but not more than line 2a 8,425,693
    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 2021 distributable amount..... 88,756
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    8,629,597
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 20,000
    AMIT
    817 BROADWAY
    NEW YORK,NY10003
    NONE PC GENERAL FUND 10,000
    ANTI-DEFAMATION LEAGUE
    1500 MARKET STREET
    PHILADELPHIA,PA19102
    NONE PC GENERAL FUND 200,000
    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 150,000
    CHARITY NAVIGATOR
    299 MARKET STREET SUTIE 250
    SADDLE BROOK,NJ07663
    NONE PC GENERAL FUND 5,000
    CITY YEAR PHILA
    211 N 13TH STREET SUITE 100
    PHILADELPHIA,PA19107
    NONE PC GENERAL FUND 200,000
    CLEAN AIR COUNCIL
    135 SOUTH 19TH STREET SUITE 300
    PHILADELPHIA,PA19103
    NONE PC GENERAL FUND 50,000
    CLEAN AND SOBER MEDIA
    141 E SPRING AVE
    ARDMORE,PA19003
    NONE PC GENERAL FUND 5,000
    CONEJO HOSPICE INC
    80 E HILLCREST DR
    THOUSAND OAKS,CA913604218
    NONE PC GENERAL FUND 10,000
    COUNCIL FOR RELATIONSHIPS INC
    4025 CHESTNUT ST
    PHILADELPHIA,PA19104
    NONE PC GENERAL FUND 165,000
    DREXEL UNIVERSITY
    3141 CHESTNUT ST
    PHILADELPHIA,PA19104
    NONE PC GENERAL FUND 500
    DUBUQUE VISITING NURSE ASSOCIATION
    1454 IOWA ST 359
    DUBUQUE,IA52001
    NONE PC GENERAL FUND 20,000
    EAGLES AUTISM CHALLENGE
    ONE NOVA CARE WAY
    PHILADELPHIA,PA19145
    NONE PC GENERAL FUND 337,500
    EXPERIENCE CAMPS
    136 SUITE 207
    WESTPORT,CT06880
    NONE PC GENERAL FUND 5,000
    FRIENDS CENTRAL SCHOOL
    1101 CITY AVE
    WYNNEWOOD,PA19096
    NONE PC GENERAL FUND 10,000
    FUTURE LEGENDS
    PO BOX 2412
    RANCHO SANTA FE,CA920672412
    NONE PC GENERAL FUND 30,000
    GREATER PHILA COALITION AGAINST HUNGER
    123 CHESTNUT ST STE 401
    PHILADELPHIA,PA19106
    NONE PC GENERAL FUND 30,000
    HAR ZION TEMPLE
    1500 HAGYS FORD RD
    PENN VALLEY,PA19072
    NONE PC GENERAL FUND 10,000
    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 10,000
    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 FAMCHILDRENS SVC PHILA
    2100 ARCH STREET 5TH FLOOR
    PHILADELPHIA,PA191031300
    NONE PC GENERAL FUND 2,500
    JEWISH FEDERATION GREATER PHILADELPHIA
    2100 ARCH STREET
    PHILADELPHIA,PA19103
    NONE PC GENERAL FUND 325,000
    JEWISH RELIEF AGENCY
    225 E CITY AVE
    BALA CYNWYD,PA19004
    NONE PC GENERAL FUND 10,000
    JOHN HOPKINS UNIVERSITY
    550 N BROADWAY STE 732
    BALTIMORE,MD21205
    NONE PC GENERAL FUND 1,400,000
    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 5,000
    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 5,000
    MANNA CONEJO VALLEY FOOD DISTRICT
    PO BOX 1114
    THOUSAND OAKS,CA913580114
    NONE PC GENERAL FUND 25,000
    MERCY MEDICAL ANGELS
    4620 HAYGOOD ROAD STE 1
    VIRGINIA BEACHC,VA23455
    NONE PC GENERAL FUND 210,000
    MINDING YOUR MIND
    124 SIBLEY AVE
    ARDMORE,PA19003
    NONE PC GENERAL FUND 25,000
    MISSION KIDS
    180 W GERMANTOWN AVE
    EAST NORRITON,PA19401
    NONE PC GENERAL FUND 59,000
    NATIONAL CENTER FOR JEWISH FILM INC
    415 SOUTH STREET
    WALTHAM,MA02453
    NONE PC GENERAL FUND 5,000
    NEXT GENERATION MEN
    115 MARTIN LUTHER KING JR DR SW
    SUITE 304
    ATLANTA,GA30303
    NONE PC GENERAL FUND 25,000
    PHILADELPHIA ACADEMY OF SCHOOL LEADERS
    230 SOUTH BROAD STREET 17TH FLOOR
    PHILADELPHIA,PA191024103
    NONE PC GENERAL FUND 175,000
    PHILADELPHIA ANIMAL WELFARE SOCIETY
    100 N 2ND ST
    PHILADELPHIA,PA19106
    NONE PC GENERAL FUND 25,000
    PHILADELPHIA YOUTH BASKETBALL INC
    1735 MARKET STREET
    PHILADELPHIA,PA19103
    NONE PC GENERAL FUND 1,005,000
    PHILADELPHIA ZOO
    3300 FAIRMONT AVE
    PHILADELPHIA,PA19104
    NONE PC GENERAL FUND 10,000
    PROJECT HOME
    1515 FAIRMOUNT AVENUE
    PHILADELPHIA,PA19130
    NONE PC GENERAL FUND 10,000
    PROSTATE CANCER FOUNDATION
    1616 WALNUT ST 24TH FL
    PHILADELPHIA,PA19103
    NONE PC GENERAL FUND 10,000
    RAYMOND & RUTH PERELMAN JEWISH DAY SCHOOL
    49 HAVERFORD ROAD
    WYNNEWOOD,PA19096
    NONE PC GENERAL FUND 5,000
    SCHOLARSHIP AMERICA INC
    PO BOX 240
    SAINT PETER,MN560820240
    NONE PC GENERAL FUND 180,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
    NONE PC GENERAL FUND 50,000
    ST JOHN'S COLLEGE
    60 COLLEGE AVE
    ANNAPOLIS,MD21401
    NONE PC GENERAL FUND 50,000
    TEACH FOR AMERICA
    100 W OXFORD ST STE E3000
    PHILADELPHIA,PA19122
    NONE PC GENERAL FUND 5,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203
    NONE PC GENERAL FUND 5,000
    THOMAS JEFFERSON UNIVERSITY
    1020 WALNUT ST 5TH FLOOR
    PHILADELPHIA,PA19107
    NONE PC GENERAL FUND 5,000
    TRAVIS MANION FOUNDATION
    164 E STATE ST
    DOYLESTOWN,PA18901
    NONE PC GENERAL FUND 130,000
    TRUSTEES OF BOSTON UNIVERSITY
    595 COMMONWEALTH AVENUE SUITE 700
    BOSTON,MA02215
    NONE PC GENERAL FUND 5,000
    TRUSTEES OF UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT ST RM 310
    PHILADELPHIA,PA191046205
    NONE PC GENERAL FUND 135,000
    UNITARIAN UNIV FELLOWSHIP CONEJO VALLEY
    3327 OLD CONEJO ROAD
    NEWBURY PARK,CA91320
    NONE PC GENERAL FUND 25,000
    UNITARIAN UNIVERSALIST CHURCH ANNAPOLIS
    333 DUBOIS RD
    ANNAPOLIS,MD21401
    NONE PC GENERAL FUND 10,000
    WESTMINSTER FREE CLINIC
    1000 EAST JANSS ROAD
    THOUSAND OAKS,CA91360
    NONE PC GENERAL FUND 20,000
    WOMEN'S WAY
    123 S BROAD STREET STE 1320
    PHILADELPHIA,PA19109
    NONE PC GENERAL FUND 191,000
    YOUTHBUILD PHILADELPHIA CHARTER SCHOOL
    1231 N BROAD STREET
    PHILADELPHIA,PA19122
    NONE PC GENERAL FUND 140,000
    ZAKI GORDON MEMORIAL GIFT FUND
    C/O FIDELITY INVESTMENTS CHARITABLE
    GIFT FUND PO BOX 770001
    CINCINNATI,OH452770053
    NONE PC GENERAL FUND 10,000
    AMERICAN FRIENDS OF LIBI INC
    45 BARTLETT CRESCENT
    BROOKLINE,MA024462220
    NONE PC GENERAL FUND 50,000
    ANNE ARUNDEL COUNTY FOOD BANK
    PO BOX 650
    CROWNSVILLE,MD21032
    NONE PC GENERAL FUND 25,000
    BEYOND LITERACY
    211 N 13TH ST 4TH FLOOR
    PHILADELPHIA,PA19107
    NONE PC GENERAL FUND 5,000
    CANCER SUPPORT COMMUNITY
    4100 CHAMOUNIX DR
    PHILADELPHIA,PA19131
    NONE PC GENERAL FUND 30,000
    CARE INC
    151 ELLIS STREET NE
    ATLANTA,GA30303
    NONE PC GENERAL FUND 125,000
    CARON TREATMENT CENTERS
    401 PLYMOUTH RD STE 325
    PLYMOUTH MEETING,PA19462
    NONE PC GENERAL FUND 5,000
    CENTER FOR BLACK EDUCATOR DEVELOPMENT
    7901 HIDDEN LN
    ELKINS PARK,PA190271103
    NONE PC GENERAL FUND 145,000
    COLLEGE POSSIBLE
    755 PRIOR AVE NORTH SUITE 210
    SAINT PAUL,MN55104
    NONE PC GENERAL FUND 10,000
    COMMON MARKET PHILADELPHIA INC
    121 S BROAD STREET
    PHILADELPHIA,PA19107
    NONE PC GENERAL FUND 100,000
    COMMUNITY COLLEGE OF PHILADELPHIA FOUND
    1700 SPRING GARDEN STREET
    PHILADELPHIA,PA19130
    NONE PC GENERAL FUND 5,000
    ENERGY COORDINATING AGENCY OF PHIL INC
    106 W CLEARFIELD STREET
    PHILADELPHIA,PA191334208
    NONE PC GENERAL FUND 30,000
    FAMILY SUPPORT LINE OF DELAWARE CTY INC
    50 SOUTH 16TH STREET STE 2400
    PHILADELPHIA,PA19102
    NONE PC GENERAL FUND 126,000
    FIRST UP
    1608 WALNUT STREET SUITE 300
    PHILADELPHIA,PA19103
    NONE PC GENERAL FUND 5,000
    FOOD CONNECT CO
    2407 GRAYS FERRY AVE
    PHILADELPHIA,PA191462407
    NONE PC GENERAL FUND 100,000
    FOUNDATIONS INC
    701 EAST GATE DRIVE SUITE 300
    MOUNT LAUREL,NJ08054
    NONE PC GENERAL FUND 5,000
    GRADUATE PHILADELPHIA
    1635 MARKET STREET SUITE 1600
    PHILADELPHIA,PA19103
    NONE PC GENERAL FUND 10,000
    GREENER PARTNERS
    536 GEORGE STREET
    NORRISTOWN,PA19401
    NONE PC GENERAL FUND 50,000
    JEWISH NATIONAL FUND USA
    78 RANDALL AVENUE
    ROCKVILLE CENTRE,NY11570
    NONE PC GENERAL FUND 5,000
    JOYFUL READERS INC
    2227 S BROAD STREET
    PHILADELPHIA,PA19148
    NONE PC GENERAL FUND 50,000
    LAFAYETTE COLLEGE
    307 MARKLE HALL 730 HIGH STREET
    EASTON,PA18042
    NONE PC GENERAL FUND 10,000
    MAKING A CHANGE GROUP
    PO BOX 1115
    CHESTER,PA190161115
    NONE PC GENERAL FUND 80,000
    MANNA
    420 N 20TH STREET
    PHILADELPHIA,PA19130
    NONE PC GENERAL FUND 140,000
    MASS GENERAL BRIGHAM INCORPORATED
    MGH INSTITUTE OF HEALTH PROFESSIONS
    CHARLESTOWN,MA02129
    NONE PC GENERAL FUND 5,000
    PATHWAYS TO HOUSING PA
    5201 OLD YORK ROAD
    PHILADELPHIA,PA191412985
    NONE PC GENERAL FUND 65,000
    PENNENVIRONMENT RESEARCH & POLICY CTR
    1429 WALNUT STREET
    PHILADELPHIA,PA191023218
    NONE PC GENERAL FUND 75,000
    PENNSYLVANIA ENVIRONMENTAL COUNCIL
    12 FEDERAL STREET
    PITTSBURGH,PA15212
    NONE PC GENERAL FUND 50,000
    PHILADELPHIA GREEN CAPITAL CORP
    117 S 18TH ST
    PHILADELPHIA,PA19103
    NONE PC GENERAL FUND 100,000
    SAVING THE BLUE
    14811 SW 139TH CT
    MIAMI,FL331865716
    NONE PC GENERAL FUND 5,000
    SHARE FOOD PROGRAM INC
    2901 W HUNTING PARK AVENUE
    PHILADELPHIA,PA191291802
    NONE PC GENERAL FUND 100,000
    SUSTAINABILITY NEXUS
    2233 GRAYS FERRY AVENUE
    PHILADELPHIA,PA19146
    NONE PC GENERAL FUND 25,000
    THE FOOD TRUST
    1500 JFK BLVD
    PHILADELPHIA,PA19102
    NONE PC GENERAL FUND 50,000
    THE FOUNDATION FOR DELAWARE COUNTY
    42 E BALTIMORE AVE
    MEDIA,PA19063
    NONE PC GENERAL FUND 150,000
    URBAN AFFAIRS COALITION
    1207 CHESTNUT STREET 7TH FLOOR
    PHILADELPHIA,PA19107
    NONE PC GENERAL FUND 113,000
    VETRI COMMUNITY PARTNERSHIP
    211 N 13TH STREET SUITE 303
    PHILADELPHIA,PA19107
    NONE PC GENERAL FUND 50,000
    WILLIAM WAY LGBT COMMUNITY CENTER
    211 N 13TH STREET SUITE 303
    PHILADELPHIA,PA19107
    NONE PC GENERAL FUND 25,000
    Total .................................bullet 3a 7,546,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 176,242  
    4 Dividends and interest from securities ....          
    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 4,355,334  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory     14 177  
    11 Other revenue:
    a401(K) REIMBURSEMENT
          5,035  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 7,847,031 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,847,031
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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
    DANIEL B GREEN ESTATE
     
    15 E RIDGE PIKE SUITE 400
     
    CONSHOHOCKEN, PA19428

    $ 11,099,839


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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
    NOTE RECEIVABLE - BBR VII FMV 13,054,441 13,054,441

    TY 2021 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 9,157,550 8,745,711 8,745,711
    FULTON FINANCIAL CORP 1,475,650 1,141,250 1,141,250
    HAVERFORD - EQUITY INVESTMENTS 22,356,485 20,051,958 20,051,958
    INVESTMENT IN GLOBAL OPPORTUNITY PHILA FUND I 586,884 554,142 554,142
    INVESTMENT IN OSAGE UNIVERSITY PARTNERS I 305,510 195,656 195,656
    INVESTMENT IN OSAGE UNIVERSITY PARTNERS II 398,194 242,614 242,614
    INVESTMENT IN OSAGE UNIVERSITY PARTNERS III 200,210 307,469 307,469
    INVESTMENT IN OSAGE VENTURE PARTNERS V 123,793 227,538 227,538
    INVESTMENT IN RITTENHOUSE VENTURES II, LP 181,221 -62,672 -62,672
    ISRAEL BONDS 2,000,000 2,000,000 2,000,000
    RADCLIFFE INTERNATIONAL SPAC 4,888,980 4,761,139 4,761,139
    RADCLIFFE ULTRA SHORT DURATION 11,313,053 10,896,417 10,896,417
    VANGUARD FUNDS 95,513,210 81,470,841 81,470,841
    ARROWMARK GLOBAL 52,414 1,947,607 1,947,607
    BRIGHTSTAR CAPITAL PARTNERS II 304,631 730,518 730,518
    GOLUB CAPITAL PARTNERS 14 437,500 1,019,173 1,019,173
    HARBERT VII FUND 592,535 973,040 973,040
    LIGHT STREET BEACON II 442,000 430,840 430,840
    PRITZKER PRIVATE CAPITAL 382,061 807,720 807,720
    RA CAPITAL HEALTHCARE 2,000,000 1,407,774 1,407,774
    CMMTP-2, LP 0 1,438,900 1,438,900
    8VC IV 0 394,758 394,758
    8VC OPPORTUNITIES II 0 698,924 698,924
    CONNECTONE BANCORP 0 1,354,800 1,354,800
    MALTA OFFSHORE LTD 0 4,732,865 4,732,865


    TY 2021 OtherDecreasesSchedule
    Name:
    THE DANIEL B AND
     
    FLORENCE E GREEN FOUNDATION
    EIN:
    20-1910865
    Description Amount
    UNREALIZED GAIN/LOSS 19,635,409
    BOOK TO TAX DIFFERENCES 510,226


    TY 2021 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
    ORDINARY LOSS FROM K1 - RITTENHOUSE VENTURES II 69 69   0
    BANK SERVICE CHARGES 200 0   200
    MEALS & ENTERTAINMENT 295 0   295
    EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS I 437 437   0
    EXPENSES FROM K1 - HARBERT US REAL ESTATE FUND VII FEEDER LP 596 596   0
    SUPPLIES EXPENSE 631 0   631
    MISCELLANEOUS EXPENSE 861 0   861
    EXPENSES FROM K1 - 8VC OPPORTUNITIES FUND II, LP 1,076 1,076   0
    COMPUTER EXPENSE 1,944 0   1,944
    TELEPHONE EXPENSE 2,600 0   2,600
    EQUIPMENT 4,735 0   4,735
    EXPENSES FROM K1 - 8VC FUND IV LP 5,248 5,248   0
    EXPENSES FROM K1 - RITTENHOUSE VENTURES II 6,639 6,639   0
    PAYROLL FEES 8,471 0   8,980
    EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS II 9,432 9,432   0
    EXPENSES FROM K1 - LIGHT STREET BEACON II LP 11,160 11,160   0
    DUES AND SUBSCRIPTIONS 11,528 0   11,528
    EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS III 11,536 11,536   0
    EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS V 13,518 13,518   0
    CONSULTING FEES 18,751 0   18,751
    INSURANCE EXPENSE 19,477 0   19,477
    PROGRAM EXPENSES 20,561 0   20,561
    EXPENSES FROM K1 - PPC III-A LP 28,821 28,821   0
    EXPENSES FROM K1 - GLOBAL OPPORTUNITIES FUND 34,763 34,763   0
    PROFESSIONAL FEES 45,580 0   45,580
    EXPENSES FROM K1 - BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP 52,350 52,350   0
    SEMINARS/RETREAT 90,732 0   90,732
    INVESTMENT MANAGEMENT FEES 123,008 123,008   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE DANIEL B AND
     
    FLORENCE E GREEN FOUNDATION
    EIN:
    20-1910865
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    401(K) REIMBURSEMENT 5,035 5,035 5,035


    TY 2021 OtherIncreasesSchedule
    Name:
    THE DANIEL B AND
     
    FLORENCE E GREEN FOUNDATION
    EIN:
    20-1910865
    Description Amount
    ACCRUED INTEREST 215,248


    TY 2021 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 70,000 0   0
    PA BCO 15 0   15
    PAYROLL TAXES 44,186 0   44,186