Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
GREEN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9986 MANCHESTER ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63122
A Employer identification number

32-6062139
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,322,514
J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 200
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 193,603 203,493  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 174,385
b Gross sales price for all assets on line 6a 2,950,065
7 Capital gain net income (from Part IV, line 2)... 160,552
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 0 225,048  
12 Total. Add lines 1 through 11........ 368,188 589,093  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,150 1,575   1,575
c Other professional fees (attach schedule).... 144,698 144,278   420
17 Interest............... 457 663   0
18 Taxes (attach schedule) (see instructions)... 4,409 4,409   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 122 0   122
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 152,836 150,925   2,117
25 Contributions, gifts, grants paid....... 750,000 750,000
26 Total expenses and disbursements. Add lines 24 and 25 902,836 150,925   752,117
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -534,648
b Net investment income (if negative, enter -0-) 438,168
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 119,228 186,100 186,100
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
204,402
209,614
b Investments—corporate stock (attach schedule)....... 7,771,074 Click to see attachment
List of Attached Documents:
// Content
6,172,852
7,110,574
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
790,229
823,313
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,519,499 Click to see attachment
List of Attached Documents:
// Content
5,488,409
5,972,373
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
20,540
Click to see attachment
List of Attached Documents:
// Content
20,540
Click to see attachment
List of Attached Documents:
// Content
20,540
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,430,341 12,862,532 14,322,514
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
-22,161
Click to see attachment
List of Attached Documents:
// Content
-1,280
23 Total liabilities (add lines 17 through 22)......... -22,161 -1,280
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 13,452,502 12,863,812
29 Total net assets or fund balances (see instructions)..... 13,452,502 12,863,812
30 Total liabilities and net assets/fund balances (see instructions). 13,430,341 12,862,532
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,452,502
2
Enter amount from Part I, line 27a .....................
2
-534,648
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,917,854
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
54,042
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,863,812
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b REGULATED FUTURES P 2023-01-01 2023-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,840,171   2,789,513 50,658
b 65,777     65,777
c 44,117     44,117
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       50,658
b       65,777
c       44,117
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 160,552
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
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 right arrow 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) 1 6,091
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 6,091
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 6,091
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 17,474
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 17,474
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 11,383
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow11,383 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMO
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowS RYGELSKI Telephone no.right arrow (314) 878-5545

Located atright arrow9986 MANCHESTER ROADST LOUISMO ZIP+4right arrow63122
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
THOMAS R GREEN JR TRUSTEE
4.00
0 0 0
9986 MANCHESTER ROAD
ST LOUIS,MO63122
LINDA R RENNER TRUSTEE
4.00
0 0 0
9986 MANCHESTER ROAD
ST LOUIS,MO63122
KATHERINE A WEBER TRUSTEE
4.00
0 0 0
9986 MANCHESTER ROAD
ST LOUIS,MO63122
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
13,906,965
b
Average of monthly cash balances.......................
1b
322,819
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,229,784
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
14,229,784
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
213,447
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,016,337
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
700,817
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
700,817
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,091
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,091
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
694,726
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
694,726
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
694,726
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
752,117
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
752,117
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 694,726
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 728,954
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 752,117
a Applied to 2022, but not more than line 2a 728,954
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 2023 distributable amount..... 23,163
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
671,563
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
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

AIM HIGH ST LOUIS

755 SOUTH PRICE
ST LOUIS,MO63124
NONE PC GENERAL SUPPORT 2,500

ALZHEIEMER'S ASSOCIATION

57 W 57TH ST
NEW YORK,NY10019
NONE PC GENERAL SUPPORT 500

ANGEL BAND PROJECT

6267 DELMAR 3W
ST LOUIS,MO63130
NONE PC GENERAL SUPPORT 33,500

AUSTIN ANIMAL CENTER

7201 LEVANDER LOOP BLDG A
AUSTIN,TX78702
NONE PC GENERAL SUPPORT 500

AUSTIN PETS ALIVE

1156 W CESAR CHAVEZ ST
AUSTIN,TX78703
NONE PC GENERAL SUPPORT 500

BIG MEDIUM AUSTIN

916 SPRINGDALE RD BLDG 2 101
AUSTIN,TX78702
NONE PC GENERAL SUPPORT 500

BOYS & GIRLS CLUB

2901 NORTH GRAND AVE
ST LOUIS,MO63107
NONE PC GENERAL SUPPORT 50,500

BOYS & GIRLS CLUB OF CHICAGO

2950 W WASHINGTON BLVD
CHICAGO,IL60612
NONE PC GENERAL SUPPORT 1,000

BRAIN HEALTH INITIATIVE INC

8429 LORRAINE RD STE 129
LAKEWOOD RANCH,FL34202
NONE PC GENERAL SUPPORT 10,000

CENTER OF CREATIVE ARTS

6880 WASHINGTON AVE
ST LOUIS,MO63130
NONE PC GENERAL SUPPORT 2,000

CHICAGO FURNITURE BANK

PO BOX 12455
CHICAGO,IL60612
NONE PC GENERAL SUPPORT 1,500

CITY ACADEMY

4175 N KINGSWIGHWAY BLVD
ST LOUIS,MO63115
NONE PC GENERAL SUPPORT 1,250

COVENANT HOUSE

NY 550 10TH AVE
NEW YORK,NY10018
NONE PC GENERAL SUPPORT 1,000

CUREBOUND

9191 TOWNE CENTER DR STE 310
SAN DIEGO,CA92122
NONE PC GENERAL SUPPORT 10,000

DARDEN SCHOOL FOUNDATION

PO BOX 400894
CHARLOTTESVILLE,VA22907
NONE PC GENERAL SUPPORT 50,000

DIRECT ACTION RESEARCH TRAINING CENTER

PO BOX 382036
MIAMI,FL33238
NONE PC GENERAL SUPPORT 15,000

DONTE'S DEN

6801 283RD ST E
MYAKKA CITY,FL34251
NONE PC GENERAL SUPPORT 20,000

EASTER SEALS SOUTHWEST FLORIDA

350 BRADEN AVE
SARASOTA,FL34243
NONE PC GENERAL SUPPORT 20,000

ENVIRONMENTAL DEFENSE FUND

1875 CONNECTICUT AVE NW STE 600
WASHINGTON,DC20009
NONE PC GENERAL SUPPORT 2,000

FAITH & ACTION FOR STRENGTH TOGETHER

PO BOX 10421
ST PETERSBURG,FL33733
NONE PC GENERAL SUPPORT 15,000

FAR AWAY FRIENDS

1968 S VAN GORDON ST
LAKEWOOD,CO80228
NONE PC GENERAL SUPPORT 30,000

HABITAT FOR HUMANITY ST LOUIS

3830 S GRAND BLVD
ST LOUIS,MO63118
NONE PC GENERAL SUPPORT 1,000

HARMONY & LOVE RANCH

963 URANIA AVE
ENCINITAS,CA92024
NONE PC GENERAL SUPPORT 146,800

HOLOCAUST MUSEUM & LEARNING CENTER

12 MILLSTONE CAMPUS DR
ST LOUIS,MO63146
NONE PC GENERAL SUPPORT 33,500

HORIZONS ST LOUIS

PO BOX 220274
KIRKWOOD,MO63122
NONE PC GENERAL SUPPORT 2,000

HUMANE SOCIETY OF MISSOURI

1201 MACKLIND AVE
ST LOUIS,MO63110
NONE PC GENERAL SUPPORT 3,000

JEFFERSON SCHOLARS FOUNDATION

PO BOX 400891
CHARLOTTESVILLE,VA22904
NONE PC GENERAL SUPPORT 14,000

JEWISH COMMUNITY RELATIONS COUNCIL

12 MILLSTONE CAMPUS DR
ST LOUIS,MO63146
NONE PC GENERAL SUPPORT 3,500

JEWISH FEDERATION OF ST LOUIS

12 MILLSTONE CAMPUS DR
ST LOUIS,MO63146
NONE PC GENERAL SUPPORT 26,500

JOHN BURROUGHS SCHOOL

755 SOUTH PRICE
ST LOUIS,MO63124
NONE PC GENERAL SUPPORT 8,500

LYDIA'S HOUSE

PO BOX 2722
ST LOUIS,MO63116
NONE PC GENERAL SUPPORT 1,000

MIRACLE BABIES

8745 AERO DR UNIT 308
SAN DIEGO,CA92123
NONE PC GENERAL SUPPORT 2,500

MISSOURI VETERANS ENDEAVOR

8410 ENGLER PARK CT
ST LOUIS,MO63114
NONE PC GENERAL SUPPORT 1,500

NAMI OF SARASOTA CO

2911 FRUITVILE RD
SARASOTA,FL34237
NONE PC GENERAL SUPPORT 20,000

NATURAL RESOURCE DEFENSE FUND

PO BOX 1830
MERRIFIELD,VA22116
NONE PC GENERAL SUPPORT 1,000

NEW NORTHSIDE MISSIONARY BAPTIST CHURCH

8645 GOODFELLOW BLVD
ST LOUIS,MO63147
NONE PC GENERAL SUPPORT 1,500

PROMISES 2 KIDS

9400 RUFFIN CT STE A
SAN DIEGO,CA92123
NONE PC GENERAL SUPPORT 10,000

RHONDA'S HEART

5162 LEXINGTON AVE
ST LOUIS,MO63115
NONE PC GENERAL SUPPORT 60,000

RISE ABOVE PERFORMING ARTS

PO BOX 51837
SARASOTA,FL34232
NONE PC GENERAL SUPPORT 20,000

ROSSMAN SCHOOL

12660 CONWAY RD
CREVE COEUR,MO63141
NONE PC GENERAL SUPPORT 4,250

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470
NONE PC GENERAL SUPPORT 1,000

ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

PO BOX 955423
ST LOUIS,MO63195
NONE PC GENERAL SUPPORT 10,000

STRAY RESCUE OF ST LOUIS

2320 PINE ST
ST LOUIS,MO63103
NONE PC GENERAL SUPPORT 6,000

TEMPLE SINAI

4632 SOUTH LOCKWOOD RIDGE RD
SARASOTA,FL34231
NONE PC GENERAL SUPPORT 30,000

THE BATTEN SCHOOL OF PUBLIC POLICY UNIVERSITY OF VIRGINIA

PO BOX 37963
BOONE,IA50036
NONE PC GENERAL SUPPORT 1,500

THE COLLEGE FONDATION OF UVA

PO BOX 400801
CHARLOTTESVILLE,VA22904
NONE PC GENERAL SUPPORT 7,000

THE FLORIDA CENTER FOR EARLY CHILDHOOD

4620 17TH ST
SARASOTA,FL34235
NONE PC GENERAL SUPPORT 20,000

THE FOUNDATION FOR BARNES-JEWISH HOSPITAL

1001 HIGHLANDS PLAZA DR WEST STE
140
ST LOUIS,MO63110
NONE PC GENERAL SUPPORT 10,000

THE GALDYS & HENRY CROWN CENTER

8350 DELCREST DR
ST LOUIS,MO63142
NONE PC GENERAL SUPPORT 5,000

THE GAN TEMPLE SINAI

4631 SOUTH LOCKWOOD RIDGE ROAD
SARASOTA,FL34231
NONE PC GENERAL SUPPORT 10,000

THE LUCKY DUCK FOUNDATION

5675 RUFFIN RD STE 100
SAN DIEGO,CA92123
NONE PC GENERAL SUPPORT 5,000

THE VISION OF CHILDREN FOUNDATION

12555 HIGH BLUFF DR
SAN DIEGO,CA92130
NONE PC GENERAL SUPPORT 2,700

TROUP FAMILY MINISTRIES INC

PO BOX 151013
FORT WORTH,TX76108
NONE PC GENERAL SUPPORT 3,000

UNIVERSITY OF SOUTHERN CALIFORNIA

1150 S OLIVE ST
LOS ANGELES,CA90080
NONE PC GENERAL SUPPORT 1,000

WASHINGTON UNIVERSITY IN ST LOUIS

1 BROOKINGS DR
ST LOUIS,MO63130
NONE PC GENERAL SUPPORT 10,000
Total .................................right arrow 3a 750,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
         
4 Dividends and interest from securities ....     14 193,603  
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 ............
    18 174,385  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 367,988 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
367,988
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,150 1,575   1,575

TY 2023 InvestmentsCorpBondsSchedule
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Name of Bond End of Year Book Value End of Year Fair Market Value
FREEPORT MCMORAN INC B/E 4.55% DUE 11/14/24 12,794 12,860
SEAGATE HDD CAYMAN FGN 4.75% DUE 01/01/25 12,738 12,894
MGM RESORTS INTERNATIONAL B/E 4.625% DUE 09/01/26 11,218 11,711
HILLENBRAND INC B/E 5% DUE 09/15/26 11,741 11,862
TEVA PHARMACEUTICAL FIN NETH FGN 3.15% DUE 10/01/26 11,552 12,037
FORD MTR CO DEL B/E 4.36% DUE 12/08/26 11,523 11,701
MORGAN STANLEY B/E 3.625% DUE 01/20/27 23,523 24,253
GOLDMAN SACHS GROUP INC B/E 3.85% DUE 01/26/27 23,620 24,319
MURPHY OIL USA INC B/E 5.625% DUE 05/01/24 11,634 11,895
BEAZER HOMES USA INC B/E 5.875% DUE 10/15/27 3,879 3,907
D R HORTON INC B/E 1.4% DUE 10/15/27 21,463 22,269
MARRIOTT INTL INC NEW B/E 10/15/27 24,646 25,311
DANA INC B/E 5.375% DUE 11/15/27 10,421 10,924
BOYD GAMING CORP B/E 4.75% DUE 12/01/27 11,210 11,544
NETFLIX INC B/E 4.875% DUE 04/15/28 24,546 25,342
CITIGROUP INC B/E 4.658% DUE 05/24/28 24,173 24,845
BANK OF AMERICA CORP B/E 4.948% DUE 07/22/28 MTN 24,327 25,016
JPMORGAN CHASE & CO B/E 4.851% DUE 07/25/28 24,439 25,026
UNION PAC CORP B/E 3.95% DUE 09/10/28 24,010 24,817
HOWMET AEROSPACE INC B/E 3% DUE 01/15/29 10,427 10,953
WELLS FARGO & CO B/E 4.15% DUE 01/24/29 MTN 23,352 24,327
SOUTHWESTERN ENERGY CO B/E 5.375% DUE 02/01/29 12,143 12,687
AT&T INC B/E 4.35% DUE 03/01/29 23,777 24,695
WASTE MGMT INC DEL B/E 2% DUE 06/01/29 21,132 22,271
HOME DEPOT INC B/E 2.95% DUE 06/15/29 22,563 23,522
QORVO INC B/E 4.375% DUE 10/15/29 10,773 11,385
TOLL BROS FIN CORP B/E 3.8% DUE 11/01/29 10,622 11,256
PACKAGING CORP AMER B/E 3% DUE 12/15/29 21,587 22,656
UNITED RENTALS NORTH AMER INC B/E 5.25% DUE 01/15/30 11,298 11,838
WASTE CONNECTIONS INC FGN 2.6% DUE 02/01/30 21,439 22,467
SYSCO CORP B/E 2.4% DUE 02/15/30 21,058 22,085
REPUBLIC SVCS INC B/E 2.3% DUE 03/01/30 21,095 22,040
NIKE INC B/E 2.85% DUE 03/27/30 22,267 23,017
LOWES COS INC B/E 4.5% DUE 04/15/30 24,007 24,890
COVANTA HLDG CORP B/E 5% DUE 09/01/30 10,964 11,065
YUM BRANDS INC B/E 3.625% DUE 03/15/31 11,007 11,724
PILGRIMS PRIDE CORP B/E 4.25% DUE 04/15/31 3,326 3,613
GOODYEAR TIRE & RUBR CO B/E 5.25% DUE 04/30/31 11,282 11,897
FEDEX CORP B/E 2.4% DUE 05/15/31 20,473 21,552
CANADIAN PAC RY CO NEW FGN 2.45% DUE 12/02/31 21,600 23,232
CHURCH & DWIGHT CO INC B/E 2.3% DUE 12/15/31 20,376 21,280
ALEXANDRIA REAL ESTATE EQ INC B/E 1.875% DUE 02/01/33 18,024 19,502
WRKCO INC B/E 3% DUE 06/15/33 20,013 21,584
T MOBILE USA INC B/E 5.05% DUE 07/15/33 24,114 25,241
MACYS RETAIL HLDGS LLC B/E 4.5% DUE 12/15/34 7,333 8,101
KRAFT HEINZ FOODS CO B/E 4.375% DUE 06/01/46 20,720 21,900

TY 2023 InvestmentsCorpStockSchedule
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Name of Stock End of Year Book Value End of Year Fair Market Value
ADIENT PLC ORD SHS 2,667 5,563
CREDICORP LTD 5,921 6,447
GATES INDUSTRIAL CORPRATIN PLC ORD SHS 8,978 8,092
JAZZ PHARMACEUTICALS PLC SHS USD 10,086 8,856
LIBERTY GLOBAL PLC SHS CL C 69,237 59,853
LINDE PLC 3,577 9,446
LIBERTY LATIN AMERICA LTD COM CL C 2,385 631
XP INC CL A 6,605 6,231
ALCON AG ORD SHS 8,423 10,312
GLOBANT S A 14,006 13,803
CYBERARK SOFTWARE LTD ORD 10,965 15,334
AERCAP HOLDINGS NV 19,305 29,728
ASML HOLDING N V N Y REGISTRY SHS 19,039 20,437
YANDEX N V SHS CLASS A 3,013 0
FLEX LTD ORD 7,853 22,388
AIA GROUP LTD SPONSORED ADR 10,879 10,748
ACADIA HEALTHCARE COMPANY INC 4,837 8,554
ADOBE SYSTEMS INCORPORATED 5,316 28,637
ADYEN N V UNSPONSRED ADS 10,133 8,539
ADVANCED MICRO DEVICES INC 13,154 19,311
AFFILIATED MANAGERS GROUP INC 3,680 8,934
AGREE RLTY CORP REIT 8,090 7,491
AIR LEASE CORP CL A 4,188 7,675
AIR LIQUIDE ADR 4,093 8,102
ALFA LAVAL AB SWEDEN ADR 4,503 10,555
ALIGN TECHNOLOGY INC 8,935 9,042
BREAD FINANCIAL HOLDINGS INC 2,445 2,965
ALLIANZ SE UNSPONSRD ADS 22,282 28,425
AMAZON COM INC 12,933 51,812
AMBEV SA SPONSORED ADR 8,203 6,829
AMERIPRISE FINL INC 11,853 34,565
APPLE INC 20,859 29,650
APTARGROUP INC 4,596 5,563
ARROW ELECTRS INC 5,662 11,125
ASSA ABLOY AB ADR 6,102 8,053
ASSURANT INC 9,480 13,985
ATKORE INC 8,409 11,360
ATLANTIC UN BANKSHARES CORP 8,794 8,112
ATLAS COPCO AB SP ADR A NEW 4,698 12,994
BJS WHSL CLUB HLDGS INC 6,421 14,532
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 9,599 13,741
BERKSHIRE HATHAWAY INC DEL CL B NEW 26,994 49,576
BERRY GLOBAL GROUP INC 7,070 13,276
BHP GROUP LTD SPONSORED ADS 20,616 18,307
BIO RAD LABS INC CL A 9,455 8,072
BIONTECH SE SPONSORED ADS 7,783 8,760
BLACKSTONE INC 15,688 19,507
BOOZ ALLEN HAMILTON HLDG CORP CL A 4,738 14,198
BRIGHT HORIZONS FAM SOL IN DEL 10,002 8,859
BROADCOM INC 10,157 40,185
AZENTA INC 10,513 10,357
BURLINGTON STORES INC 7,936 8,946
CCC INTELLIGENT SOLUTIONS HLD 9,519 9,306
CIGNA CORP NEW 23,204 26,651
CADENCE DESIGN SYSTEM INC 10,825 13,074
CANADIAN NATL RY CO 4,363 7,287
CARTER'S INC 4,225 3,969
CATALENT INC 4,835 4,448
CAVCO INDS INC DEL 4,746 14,211
CELANESE CORP DEL 24,989 27,811
CENTENE CORP DEL 20,386 24,860
CHAMPIONX CORPORATION 3,294 4,382
CHART INDS INC 6,011 4,772
CHEVRON CORP NEW 24,017 33,859
CHIPOTLE MEXICAN GRILL INC 13,305 22,870
CHUGAI PHARMACEUTICAL CO LTD ADR CASH 9,142 12,253
CHUGAI PHARMACEUTICAL CO LTD ADR MRGN 6,394 10,537
CITIGROUP INC COM NEW 53,567 56,430
COGNEX CORP 11,313 10,727
COLUMBUS MCKINNON CORP N Y 8,331 6,750
COMFORT SYS USA INC 5,544 14,191
CONCENTRIX CORP 11,258 8,250
DBS GROUP HOLDINGS LTD SPONSORED ADR 15,150 24,707
DAIFUKU CO LTD UNSPONSORED ADS 5,668 5,851
DANONE SPONSORED ADR 39,737 38,008
DASSAULT SYSTEMES SPONSORED ADR 14,504 20,686
DEXCOM INC 5,624 19,854
DORMAN PRODS INC 4,959 7,423
ENN ENERGY HLDGS LTD UNSPONSORD ADR 10,561 4,384
EAGLE MATLS INC 5,583 13,185
EASTERLY GOVT PPTYS INC REIT 7,937 6,317
EASTGROUP PPTYS INC REIT 7,884 8,626
EBAY INC. 32,319 26,565
ELEMENT SOLUTIONS INC 9,538 11,547
ENTEGRIS INC 5,445 13,540
EPIROC AKTIEBOLAG UNSPONSRED ADS 5,109 10,554
EXPEDIA GROUP INC COM NEW 23,420 33,090
EXPONENT INC 3,251 7,836
META PLATFORMS INC CL A 8,991 9,911
FAIRFAX FINL HLDGS LTD SUB VTG 15,726 53,404
FEDERAL SIGNAL CORP 5,039 11,434
FEDEX CORP 19,896 30,103
F5 INC 13,512 17,540
FIDELITY NATL INFORMATION SVCS 30,674 32,918
FIVE BELOW INC 4,869 11,084
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 13,300 23,202
GENERAL MTRS CO 46,166 49,067
GENMAB A/S SPONSORED ADS 9,768 8,183
GENTHERM INC 7,482 5,288
GIBRALTAR INDS INC 5,129 9,162
GLACIER BANCORP INC NEW 4,347 6,033
GLOBAL PMTS INC 36,764 35,687
GLOBUS MED INC CL A 8,664 9,219
GRAND CANYON ED INC 5,609 6,338
HCA HEALTHCARE INC 10,031 22,196
HDFC BANK LTD SPONSORED ADS 7,952 11,140
HAIER SMART HOME CO LTD UNSPONSORED ADR SUBJECT TO CUSTODY FEES 22,286 19,778
HALEON PLC SPON ADS 14,140 13,983
HALOZYME THERAPEUTICS INC 8,438 7,022
HEXCEL CORP NEW 7,869 9,809
HOLOGIC INC 8,172 8,217
ITT INC 7,869 10,381
ICICI BANK LIMITED ADR 2,571 7,676
IDACORP INC 7,662 8,357
IDEX CORP 10,511 10,638
INFINEON TECHNOLOGIES AG SPONSORED ADR 15,023 29,169
INSULET CORP 12,696 10,415
INTEGER HLDGS CORP 8,273 10,998
INTRA-CELLULAR THERAPIES INC 8,538 11,316
INTUITIVE SURGICAL INC COM NEW 12,440 23,615
INTUIT 10,654 16,251
JPMORGAN CHASE & CO COM 27,379 52,901
JOHNSON & JOHNSON 29,225 35,580
KINSALE CAP GROUP INC 5,399 12,727
KOMATSU LTD SPON ADR NEW 6,437 8,723
KRISPY KREME INC 3,099 3,290
L OREAL CO ADR 13,135 21,970
LANCASTER COLONY CORP 7,532 8,652
LEAR CORP COM NEW 12,933 13,133
LENNAR CORP CL A 30,236 58,871
LINCOLN ELEC HLDGS INC 7,171 11,525
LITHIA MTRS INC 29,073 28,318
LULULEMON ATHLETICA INC 14,126 20,963
MACOM TECH SOLUTIONS HLDGS INC 4,945 8,273
MAGNA INTL INC 43,742 52,227
MAGNOLIA OIL & GAS CORP CL A 7,387 6,536
MANHATTAN ASSOCIATES INC 9,044 12,704
MANULIFE FINL CORP 13,318 17,061
MARKETAXESS HLDGS INC 5,249 6,443
MARVELL TECHNOLOGY INC 10,042 10,253
MASTERCARD INCORPORATED CL A 13,356 45,210
MATADOR RES CO 7,786 7,449
MEDPACE HLDGS INC 6,364 7,050
MERCADOLIBRE INC 8,663 17,287
MICROSOFT CORP 33,333 103,035
MOLINA HEALTHCARE INC 1,897 4,336
NRG ENERGY INC COM NEW 13,167 18,871
NATIONAL STORAGE AFFLIATES TR COM SHS BEN IN REIT 6,993 5,723
NESTLE S A SPONSORED ADR 6,023 8,672
NETFLIX INC 18,559 17,041
NEUROCRINE BIOSCIENCES INC 7,869 12,122
NITORI HOLDINGS CO LTD UNSPONSRD ADS 8,797 6,814
NORDSON CORP 4,481 14,000
GEN DIGITAL INC 25,302 23,459
NOVOZYMES A/S UNSPONSORED ADR 4,936 5,216
NVIDIA CORPORATION 5,197 52,493
OVINTIV INC 7,050 5,885
PUBLIC JT STK CO OIL CO LUKOIL SPONSORED ADR 13,976 0
PALO ALTO NETWORKS INC 10,697 17,988
PAYLOCITY HLDG CORP 12,112 9,726
PERFORMANCE FOOD GROUP CO 8,757 13,208
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 6,748 7,805
PHYSICIANS RLTY TR REIT 4,990 3,913
PING AN INS GROUP CO CHINA LTD SPON ADR REP H 9,041 3,644
PINNACLE FINL PARTNERS INC 8,365 12,996
PIPER SANDLER COMPANIES 5,534 12,416
POLARIS INC 8,037 7,203
PORTLAND GEN ELEC CO COM NEW 7,043 7,585
POWER CORP CDA 27,430 48,442
PRIMERICA INC 11,137 11,934
PROCORE TECHNOLOGIES 8,331 8,860
QUAKER HOUGHTON 7,091 11,738
RPM INTL INC 3,366 11,163
RAPID7 INC 2,552 6,224
RBC BEARINGS INC 6,124 15,669
RIO TINTO PLC SPONSORED ADR 8,270 13,254
ROCHE HLDG LTD SPONSORED ADR SUBJECT TO CUSTODY FEE 11,066 11,739
SHELL PLC SPON ADS 7,641 13,884
SM ENERGY CO 4,825 4,220
SALESFORCE COM INC 7,588 31,314
SAP SE SPON ADR 14,891 19,478
SCHNEIDER ELECTRIC SE UNSPONSORD ADR 6,538 15,167
SCHNEIDER NATIONAL INC CL B 5,977 6,592
SERVICENOW INC 12,946 52,280
SHIMANO INC UNSPONSORED ADS 5,236 5,042
SHIONOGI & CO LTD UNSPONSORED ADS 8,033 7,399
SHISEIDO CO LTD SPONSORED ADR 6,529 4,175
SILICON LABORATORIES INC 5,206 7,936
SNOWFLAKE INC CL A 5,003 6,567
SONOVA HOLDING AG UNSPONSORED ADR 3,123 7,251
SONY GROUP CORP SPONSORED ADR 15,339 16,097
STIFEL FINL CORP 6,674 7,745
SUN CMNTYS INC REIT 5,422 9,623
SUNCOR ENERGY INC NEW 16,230 30,566
SYMRISE AG UNSPONSORD ADR 4,726 8,390
TD SYNNEX CORPORATION 12,828 16,357
SYSMEX CORP UNSPONSORED ADR 5,790 5,469
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 12,284 26,000
TANDEM DIABETES CARE INC COM NEW 6,414 6,803
TENCENT HOLDINGS LIMITED UNSPON ADR 11,008 6,916
TEXAS ROADHOUSE INC 7,477 14,545
THE TRADE DESK INC COM CL A 7,267 7,772
THOR INDS INC 28,694 43,634
TORO CO 3,554 8,927
TRACTOR SUPPLY CO 11,085 14,837
UBER TECHNOLOGIES INC 30,015 50,857
UNICHARM CORP SPONSORED ADR 8,884 8,468
UNITED RENTALS INC 7,970 42,433
VAIL RESORTS INC 5,843 5,977
VERICEL CORP 5,418 5,270
VEEVA SYS INC CL A COM 5,607 18,482
VISA INC COM CL A 10,320 28,118
VODAFONE GROUP PLC NEW SPONSORED ADR 58,730 37,053
VOYA FINANCIAL INC 9,753 14,300
WESCO INTL INC 13,707 14,953
WHIRLPOOL CORP 11,786 11,325
WINTRUST FINL CORP 7,079 9,182
ZEBRA TECHNOLOGIES CORPORATION CL A 4,529 7,926
MEDLST MBS TTL RTN INST CL I 454,896 463,501
DRIEHAUS EMERGING MARKETS 257,197 280,833
FPA NEW INCOME FD 1,608,548 1,581,217
ROYCE SPECIAL EQUITY FD OPEN END 1,297,092 1,151,566
GOLDMAN SACHS ACC ETF 77,064 76,999

TY 2023 InvestmentsGovtObligationsSch
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
US Government Securities - End of Year Book Value:

204,402
US Government Securities - End of Year Fair Market Value:

209,614
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SUVRETTA OFFSHORE AT COST 206,602 4,830
ALKEON INNOVATION OFFSHORE FUND II AT COST 468,250 378,246
MEDALIST PARTNERS ASSET-BASED PVT AT COST 568,562 576,651
ELECTRON GLOBAL AT COST 750,000 677,029
GPI CAPITAL GLOBAL PARTNERSHIP AT COST 179,995 312,316
KL SPECIAL OPPORTUNITIES AT COST 650,000 976,117
XANTHUS FUND LLC AT COST 800,000 1,008,090
ICAPITAL RENAISSANCE FUND II LTD AT COST 765,000 875,983
MILLENNIUM INTERNATIONAL HEDGEFOCUS FUND LTD-2C AT COST 350,000 389,238
ECF VALUE INTERNATIONAL FUND LTD AT COST 750,000 773,873

TY 2023 OtherAssetsSchedule
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ESTIMATED FED. EXCISE TAX PAID 20,540 20,540 20,540


TY 2023 OtherDecreasesSchedule
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Description Amount
CASH BASIS INVESTMENT TIMING ADJUSTMENTS 54,042


TY 2023 OtherExpensesSchedule
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE AND SHIPPING 122 0   122


TY 2023 OtherIncomeSchedule2
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ADVANTAGE ADVISERS XANTHUS FUND K-1 INVESTMENT INCOME   142,118  
GPI CAPITAL GLOBAL K-1 INVESTMENT INCOME   50,438  
MEDALIST PARTNERS K-1 INVESTMENT INCOME   32,492  


TY 2023 OtherLiabilitiesSchedule
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Description Beginning of Year - Book Value End of Year - Book Value
NET OPTIONS VALUE -22,161 -1,280


TY 2023 OtherProfessionalFeesSchedule
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 144,698 144,278   420


TY 2023 TaxesSchedule
Name:
GREEN FAMILY FOUNDATION
EIN:
32-6062139
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 4,409 4,409   0