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 06-01-2023 , and ending 05-31-2024
Name of foundation
EMIL & RUTH GREEN FDN-JMG
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

20-1182602
B Telephone number (see instructions)

(609) 274-6834
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$945,305J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,399 22,295  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 35,887
b Gross sales price for all assets on line 6a 302,476
7 Capital gain net income (from Part IV, line 2)... 35,887
8 Net short-term capital gain......... 0
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).......      
12 Total. Add lines 1 through 11........ 58,286 58,182  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,435 4,022   11,413
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
683 86   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18 18    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,136 4,126 0 11,413
25 Contributions, gifts, grants paid....... 36,300 36,300
26 Total expenses and disbursements. Add lines 24 and 25 52,436 4,126 0 47,713
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,850
b Net investment income (if negative, enter -0-) 54,056
c Adjusted net income (if negative, enter -0-)... 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............. 174 263 263
2 Savings and temporary cash investments......... 24,451 29,259 29,259
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 422,372 Click to see attachment
List of Attached Documents:
// Content
416,615 		392,558
b Investments—corporate stock (attach schedule)....... 218,534 Click to see attachment
List of Attached Documents:
// Content
196,093 		281,926
c Investments—corporate bonds (attach schedule)....... 176,376 Click to see attachment
List of Attached Documents:
// Content
205,739 		204,140
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).......... 38,434 Click to see attachment
List of Attached Documents:
// Content
39,160 		37,159
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 880,341 887,129 945,305
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)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 880,341 887,129
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 880,341 887,129
30 Total liabilities and net assets/fund balances (see instructions). 880,341 887,129
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
880,341
2
Enter amount from Part I, line 27a .....................
2
5,850
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,323
4
Add lines 1, 2, and 3 ..........................
4
887,514
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
385
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
887,129
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 4. AMAZON COM INC   2020-03-16 2023-06-02
b 3. AMAZON COM INC   2020-04-22 2023-06-02
c 6. FACEBOOK INC   2020-02-28 2023-06-02
d 2. CBRE GROUP INC   2020-06-04 2023-06-05
e 3. CBRE GROUP INC   2020-08-11 2023-06-05
7. CBRE GROUP INC   2020-08-11 2023-06-06
3. REINSURANCE GROUP OF AMERICA INC   2022-05-11 2023-06-06
14. MONSTER BEVERAGE SHS   2022-05-03 2023-06-07
10. OTIS WORLDWIDE CORP REG   2020-04-28 2023-06-07
1. REINSURANCE GROUP OF AMERICA INC   2022-05-12 2023-06-07
2. REINSURANCE GROUP OF AMERICA INC   2022-05-11 2023-06-07
4. CBRE GROUP INC   2020-08-11 2023-06-08
3. CBRE GROUP INC   2020-08-12 2023-06-08
8. ANALOG DEVICES INC   2021-08-31 2023-06-12
10. VISA INC   2020-04-22 2023-06-12
10000. U.S. TREASURY NOTE   2023-04-18 2023-06-20
5. NOVO NORDISK A/S ADR   2020-04-01 2023-06-21
5. VISA INC   2020-04-22 2023-06-21
4. CBRE GROUP INC   2020-08-12 2023-06-22
6. SANOFI-SYNTHELABO   2020-04-28 2023-06-22
10. CBRE GROUP INC   2020-08-12 2023-06-23
8. CBRE GROUP INC   2022-04-18 2023-06-23
3. SANOFI-SYNTHELABO   2020-04-28 2023-06-23
9. SANOFI-SYNTHELABO   2020-05-29 2023-06-23
17. CHARLES SCHWAB CORP/THE   2022-10-12 2023-06-23
2. CHARLES SCHWAB CORP/THE   2022-10-12 2023-06-28
9. CHARLES SCHWAB CORP/THE   2022-10-20 2023-06-28
14. CHARLES SCHWAB CORP/THE   2022-10-25 2023-06-28
3. FACEBOOK INC   2020-02-28 2023-07-11
2. MICROSOFT CORP COM   2017-06-21 2023-07-11
8. EQT CORP   2021-09-15 2023-07-12
7. PROGRESSIVE CORP/THE   2021-11-30 2023-07-12
2. PROGRESSIVE CORP/THE   2021-12-03 2023-07-12
12. EQT CORP   2021-09-15 2023-07-13
35. EQT CORP   2022-01-27 2023-07-13
10. EQT CORP   2021-09-16 2023-07-13
16. EQT CORP   2022-01-27 2023-07-21
2. EQT CORP   2022-01-28 2023-07-21
19. EQT CORP   2022-01-28 2023-07-24
15000. U.S. TREASURY NOTE   2023-04-18 2023-07-27
3. ALPHABET INC SHS CL A   2015-07-14 2023-08-02
3. APPLE INC   2020-04-01 2023-08-02
3. APPLIED MATERIALS INC   2020-09-10 2023-08-02
13. AVANTOR INC   2021-09-29 2023-08-02
1. BERKSHIRE HATHAWAYINC   2020-06-16 2023-08-02
1. BERKSHIRE HATHAWAYINC   2020-06-05 2023-08-02
1. CATERPILLAR INC   2022-01-24 2023-08-02
1. CATERPILLAR INC   2022-01-28 2023-08-02
9. COMCAST CORP   2020-04-01 2023-08-02
2. CONOCOPHILLIPS   2020-11-11 2023-08-02
9. DOWDUPONT INC   2020-04-01 2023-08-02
3. DOLLAR TREE INC   2020-04-01 2023-08-02
4. FORTIVE CORP   2020-04-01 2023-08-02
1. HUMANA INC   2022-05-12 2023-08-02
1. MICROSOFT CORP COM   2017-06-21 2023-08-02
1. MONDELEZ INTERNATIONAL INC   2022-02-24 2023-08-02
3. ROSS STORES INC   2021-09-16 2023-08-02
5. TENET HEALTHCARE CORP   2023-01-31 2023-08-02
1. BERKSHIRE HATHAWAYINC   2020-06-16 2023-08-17
5. CATERPILLAR INC   2022-01-28 2023-08-17
18. MONSTER BEVERAGE SHS   2022-05-03 2023-08-17
3. MONSTER BEVERAGE SHS   2022-05-04 2023-08-17
3. OTIS WORLDWIDE CORP REG   2020-04-28 2023-08-17
7. OTIS WORLDWIDE CORP REG   2021-11-01 2023-08-17
5. SEALED AIR CORP   2021-07-13 2023-08-23
10. SEALED AIR CORP   2021-07-14 2023-08-24
7. SEALED AIR CORP   2021-08-04 2023-08-24
9. SEALED AIR CORP   2021-07-13 2023-08-24
6. SEALED AIR CORP   2021-08-03 2023-08-24
5. SEALED AIR CORP   2021-08-04 2023-09-05
10. SEALED AIR CORP   2021-08-04 2023-09-06
7. SEALED AIR CORP   2022-11-07 2023-09-07
13. SEALED AIR CORP   2022-11-08 2023-09-07
1. SEALED AIR CORP   2021-08-04 2023-09-07
17000. U.S. TREASURY NOTE   2023-04-18 2023-09-07
2. FLEETCOR TECHNOLOGIS INC   2020-09-18 2023-09-27
16. CIENA CORP   2021-01-11 2023-09-28
1. FLEETCOR TECHNOLOGIS INC   2020-09-18 2023-09-28
15000. U.S. TREASURY NOTE   2023-04-18 2023-10-04
6. AMAZON COM INC   2020-04-22 2023-10-12
2. APPLIED MATERIALS INC   2020-09-10 2023-10-12
7. BP P L C SPONS ADR   2022-08-04 2023-10-12
1. BERKSHIRE HATHAWAYINC   2020-06-16 2023-10-12
1. FACEBOOK INC   2020-02-28 2023-10-12
1. MICROSOFT CORP COM   2020-02-19 2023-10-12
4. NOVO NORDISK A/S ADR   2020-04-01 2023-10-12
25. COMCAST CORP   2020-04-01 2023-10-19
9. COMCAST CORP   2020-04-01 2023-10-20
3. FLEETCOR TECHNOLOGIS INC   2021-08-12 2023-10-20
3. FLEETCOR TECHNOLOGIS INC   2021-08-12 2023-10-23
10. ANALOG DEVICES INC   2021-10-13 2023-11-01
1. ANALOG DEVICES INC   2021-08-31 2023-11-01
4. PROGRESSIVE CORP/THE   2021-12-03 2023-11-01
9. ANALOG DEVICES INC   2021-10-29 2023-11-03
8000. U.S. TREASURY NOTE   2023-04-18 2023-11-09
1. CIENA CORP   2021-01-11 2023-11-28
2. CIENA CORP   2021-05-17 2023-11-28
9. CIENA CORP   2021-01-12 2023-11-28
4. FLEETCOR TECHNOLOGIS INC   2021-08-12 2023-11-28
27. GENERAL MOTORS CO   2020-04-01 2023-11-28
41. GENERAL MOTORS CO   2020-05-20 2023-11-28
39. GENERAL MOTORS CO   2020-08-11 2023-11-28
2. CIENA CORP   2021-05-18 2023-11-29
6. CIENA CORP   2021-05-17 2023-11-29
1000. U.S. TREASURY BOND   2023-04-18 2023-11-29
1000. U.S. TREASURY NOTE   2022-05-27 2023-11-29
12000. U.S. TREASURY NOTE   2023-04-18 2023-11-29
9. APPLIED MATERIALS INC   2020-09-10 2023-12-07
2. FLEETCOR TECHNOLOGIS INC   2021-10-15 2023-12-07
3. FLEETCOR TECHNOLOGIS INC   2021-10-14 2023-12-07
1. FLEETCOR TECHNOLOGIS INC   2021-10-13 2023-12-07
14. LABORATORY CORP AMER HLDGS   2020-04-01 2023-12-12
32. FOX CORP   2020-07-23 2023-12-21
31. FOX CORP   2020-07-24 2023-12-21
1. VISA INC   2020-11-02 2024-01-03
1. VISA INC   2021-01-19 2024-01-03
1. VISA INC   2021-01-20 2024-01-03
1. VISA INC   2020-04-22 2024-01-03
3. VISA INC   2021-04-26 2024-01-03
6. ADVANCED MICRO DEVICES INC   2023-06-12 2024-01-16
5. ALPHABET INC SHS CL C   2018-11-30 2024-01-16
5. ALPHABET INC SHS CL A   2015-07-14 2024-01-16
6. AMAZON COM INC   2020-04-22 2024-01-16
1. ANTHEM INC   2020-05-13 2024-01-16
5. APPLE INC   2020-04-01 2024-01-16
3. APPLIED MATERIALS INC   2020-09-10 2024-01-16
8. AVANTOR INC   2021-09-29 2024-01-16
2. BERKSHIRE HATHAWAYINC   2020-06-16 2024-01-16
6. CIENA CORP   2021-05-18 2024-01-16
6. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-03 2024-01-16
13. COMCAST CORP   2020-04-01 2024-01-16
7. DOWDUPONT INC   2020-04-01 2024-01-16
3. DOLLAR GENERAL CORP   2021-03-29 2024-01-16
1. FACEBOOK INC   2020-03-03 2024-01-16
1. FACEBOOK INC   2020-02-28 2024-01-16
5. FIDELITY NATIONAL FINANCIAL INC   2023-01-09 2024-01-16
1. FIDELITY NATIONAL FINANCIAL INC   2023-01-10 2024-01-16
6. FORTIVE CORP   2020-04-01 2024-01-16
2. INTERCONTINENTAL EXCHANGE INC   2020-12-09 2024-01-16
2. INTERCONTINENTAL EXCHANGE INC   2021-01-26 2024-01-16
2. LPL FINANCIAL HOLDINGS INC   2023-06-23 2024-01-16
8. LAS VEGAS SANDS CORP   2021-04-21 2024-01-16
6. MARVELL TECH INC   2023-05-03 2024-01-16
3. MICROSOFT CORP COM   2020-04-01 2024-01-16
3. MICROSOFT CORP COM   2020-02-19 2024-01-16
7. MICRON TECHNOLOGY   2023-11-01 2024-01-16
6. MONDELEZ INTERNATIONAL INC   2022-02-24 2024-01-16
3. NOVO NORDISK A/S ADR   2020-04-01 2024-01-16
3. REINSURANCE GROUP OF AMERICA INC   2022-05-12 2024-01-16
4. ROSS STORES INC   2021-09-16 2024-01-16
5. ROYAL DUTCH SHELL PLC   2023-07-12 2024-01-16
9. SANOFI-SYNTHELABO   2020-05-29 2024-01-16
5. SONY CORP ADR AMERN SH NEW   2023-03-22 2024-01-16
1. THERMO FISHER SCIENTIFIC INC   2023-12-12 2024-01-16
7. UNILEVER PLC AMER SHS ADR NEW   2020-03-10 2024-01-16
3. VEEVA SYS INC CL A   2021-10-29 2024-01-16
8. VERIZON COMMUNICATIONS INC   2023-10-19 2024-01-16
5. VOYA FINL INC SHS   2022-09-23 2024-01-16
1. VOYA FINL INC SHS   2022-09-26 2024-01-16
1. ZEBRA TECHNOLOGIES CORP CL A   2023-08-23 2024-01-16
1. ZEBRA TECHNOLOGIES CORP CL A   2023-08-24 2024-01-16
1. AXALTA COATING SYSTEMS   2020-07-02 2024-01-16
11. AXALTA COATING SYSTEMS   2020-08-21 2024-01-16
2. AXALTA COATING SYSTEMS   2020-08-24 2024-01-16
5. MEDTRONIC PLC SHS   2023-06-21 2024-01-16
5. APTIV PLC SHS   2022-07-12 2024-01-16
5. CATERPILLAR INC   2022-03-02 2024-01-17
1. CATERPILLAR INC   2022-01-28 2024-01-17
3. CATERPILLAR INC   2022-03-02 2024-02-05
1. APPLIED MATERIALS INC   2020-09-10 2024-02-08
7. APPLIED MATERIALS INC   2020-09-18 2024-02-08
9. MARVELL TECH INC   2023-05-03 2024-02-08
13. MARVELL TECH INC   2023-05-04 2024-02-08
16. MICRON TECHNOLOGY   2023-11-01 2024-02-08
6. CATERPILLAR INC   2022-03-31 2024-02-09
14000. U.S. TREASURY NOTE   2023-04-18 2024-02-09
2. FACEBOOK INC   2020-03-03 2024-02-16
22. MONDELEZ INTERNATIONAL INC   2022-02-24 2024-02-21
1. ALLEGION PLC SHS   2023-06-08 2024-02-22
2. ALLEGION PLC SHS   2023-06-09 2024-02-22
6. ALLEGION PLC SHS   2023-06-12 2024-02-22
4. ALLEGION PLC SHS   2023-06-13 2024-02-23
23000. U.S. TREASURY NOTE   2023-04-18 2024-02-28
22. MONDELEZ INTERNATIONAL INC   2022-02-24 2024-02-29
15. MONDELEZ INTERNATIONAL INC   2022-03-31 2024-02-29
5. ALLEGION PLC SHS   2023-07-12 2024-03-01
2. ALLEGION PLC SHS   2023-07-13 2024-03-01
2. ALLEGION PLC SHS   2023-08-17 2024-03-01
1. ALLEGION PLC SHS   2023-08-17 2024-03-04
5. ALLEGION PLC SHS   2023-08-18 2024-03-04
2. LABORATORY CORP AMER HLDGS   2020-04-01 2024-03-05
4. LABORATORY CORP AMER HLDGS   2020-04-01 2024-03-06
2. LABORATORY CORP AMER HLDGS   2022-12-06 2024-03-06
16000. U.S. TREASURY NOTE   2023-07-27 2024-03-13
10000. U.S. TREASURY NOTE   2024-02-28 2024-03-13
32. VERIZON COMMUNICATIONS INC   2023-10-19 2024-03-25
9. VERIZON COMMUNICATIONS INC   2023-10-20 2024-03-25
20. VERIZON COMMUNICATIONS INC   2023-11-01 2024-03-26
18. VERIZON COMMUNICATIONS INC   2023-10-20 2024-03-26
2. DOLLAR GENERAL CORP   2021-03-29 2024-04-09
2. PROGRESSIVE CORP/THE   2021-12-06 2024-04-09
2. UNITEDHEALTH GROUP INC   2020-04-01 2024-04-09
1. DOLLAR GENERAL CORP   2021-04-16 2024-04-10
2. DOLLAR GENERAL CORP   2021-03-29 2024-04-10
7. PROGRESSIVE CORP/THE   2021-12-06 2024-04-10
1. UNITEDHEALTH GROUP INC   2020-04-01 2024-04-10
3. ALPHABET INC SHS CL C   2018-11-30 2024-04-15
5. ALPHABET INC SHS CL A   2015-07-14 2024-04-15
9. AMAZON COM INC   2020-04-22 2024-04-15
2. AMERICAN EXPRESS CO   2023-12-21 2024-04-15
1. ANTHEM INC   2020-05-13 2024-04-15
5. APPLE INC   2020-04-01 2024-04-15
2. APPLIED MATERIALS INC   2020-09-18 2024-04-15
7. AVANTOR INC   2021-09-29 2024-04-15
9. AVANTOR INC   2021-09-30 2024-04-15
16. BP P L C SPONS ADR   2022-08-04 2024-04-15
1. BERKSHIRE HATHAWAYINC   2020-06-16 2024-04-15
2. CIENA CORP   2021-05-18 2024-04-15
7. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-03 2024-04-15
15. COMCAST CORP   2020-04-01 2024-04-15
1. CONOCOPHILLIPS   2020-11-12 2024-04-15
4. CONOCOPHILLIPS   2021-04-14 2024-04-15
1. CONOCOPHILLIPS   2021-04-15 2024-04-15
9. DOWDUPONT INC   2020-04-01 2024-04-15
2. DIAGEO PLC SPON ADR NEW   2024-02-22 2024-04-15
1. DOLLAR GENERAL CORP   2021-04-16 2024-04-15
2. DOLLAR TREE INC   2020-04-01 2024-04-15
19. DUN AND BRADSTREET HLDGS   2022-12-08 2024-04-15
11. DUN AND BRADSTREET HLDGS   2022-12-09 2024-04-15
2. ELECTRONIC ARTS   2024-02-22 2024-04-15
1. FACEBOOK INC   2020-03-03 2024-04-15
6. FIDELITY NATIONAL FINANCIAL INC   2023-01-10 2024-04-15
6. FORTIVE CORP   2020-04-01 2024-04-15
7. FORTREA HOLDINGS INC REG   2020-04-01 2024-04-15
2. INTERCONTINENTAL EXCHANGE INC   2021-01-26 2024-04-15
2. INTERCONTINENTAL EXCHANGE INC   2021-01-27 2024-04-15
3. J P MORGAN CHASE & CO   2020-04-01 2024-04-15
1. LPL FINANCIAL HOLDINGS INC   2023-06-23 2024-04-15
5. LAS VEGAS SANDS CORP   2021-04-21 2024-04-15
4. MARVELL TECH INC   2023-05-04 2024-04-15
4. MICROSOFT CORP COM   2020-04-01 2024-04-15
1. MICRON TECHNOLOGY   2023-11-01 2024-04-15
3. MICRON TECHNOLOGY   2023-11-03 2024-04-15
1. MONSTER BEVERAGE SHS   2022-05-04 2024-04-15
8. MONSTER BEVERAGE SHS   2022-06-09 2024-04-15
5. NOVO NORDISK A/S ADR   2020-04-01 2024-04-15
1. NVIDIA CORP   2024-02-08 2024-04-15
6. OTIS WORLDWIDE CORP REG   2021-11-01 2024-04-15
1. PROGRESSIVE CORP/THE   2021-12-06 2024-04-15
3. RAYTHEON TECHNOLOGIES   2024-01-17 2024-04-15
1. REINSURANCE GROUP OF AMERICA INC   2022-05-12 2024-04-15
1. ROSS STORES INC   2021-10-13 2024-04-15
1. ROSS STORES INC   2021-09-16 2024-04-15
5. ROYAL DUTCH SHELL PLC   2023-07-13 2024-04-15
4. SANOFI-SYNTHELABO   2021-05-17 2024-04-15
7. SANOFI-SYNTHELABO   2020-05-29 2024-04-15
8. SKECHERS U S A INC   2023-04-28 2024-04-15
5. SONY CORP ADR AMERN SH NEW   2023-03-22 2024-04-15
5. TKO GROUP HOLDINGS INC   2021-08-09 2024-04-15
6. TENET HEALTHCARE CORP   2023-02-01 2024-04-15
1. TENET HEALTHCARE CORP   2023-01-31 2024-04-15
6. UNILEVER PLC AMER SHS ADR NEW   2020-03-10 2024-04-15
1. UNITEDHEALTH GROUP INC   2020-04-01 2024-04-15
3. VOYA FINL INC SHS   2022-09-26 2024-04-15
1. WABTEC CORP   2024-02-09 2024-04-15
1. ZEBRA TECHNOLOGIES CORP CL A   2023-08-24 2024-04-15
10. AXALTA COATING SYSTEMS   2020-08-24 2024-04-15
4. MEDTRONIC PLC SHS   2023-06-21 2024-04-15
3. APTIV PLC SHS   2022-07-12 2024-04-15
2. PROGRESSIVE CORP/THE   2021-12-06 2024-04-26
1. PROGRESSIVE CORP/THE   2022-05-25 2024-04-26
4. UNILEVER PLC AMER SHS ADR NEW   2020-03-10 2024-04-26
9. PROGRESSIVE CORP/THE   2022-05-25 2024-04-29
14. UNILEVER PLC AMER SHS ADR NEW   2020-03-10 2024-04-29
17. UNILEVER PLC AMER SHS ADR NEW   2020-04-22 2024-04-29
18. UNILEVER PLC AMER SHS ADR NEW   2020-04-22 2024-04-30
12. AXALTA COATING SYSTEMS   2020-08-24 2024-05-02
1. AXALTA COATING SYSTEMS   2020-08-25 2024-05-02
10. AXALTA COATING SYSTEMS   2020-11-03 2024-05-03
16. AXALTA COATING SYSTEMS   2020-11-04 2024-05-03
14. AXALTA COATING SYSTEMS   2020-08-25 2024-05-03
17. AXALTA COATING SYSTEMS   2020-11-04 2024-05-15
7. AXALTA COATING SYSTEMS   2020-11-05 2024-05-16
9. AXALTA COATING SYSTEMS   2023-05-11 2024-05-16
8. AXALTA COATING SYSTEMS   2023-05-11 2024-05-17
7. AXALTA COATING SYSTEMS   2023-05-12 2024-05-17
7. AMERICAN EXPRESS CO   2023-12-21 2024-05-23
5. DOLLAR GENERAL CORP   2021-04-16 2024-05-23
1. DOLLAR GENERAL CORP   2021-09-16 2024-05-23
6. MONSTER BEVERAGE SHS   2022-06-09 2024-05-23
18. MONSTER BEVERAGE SHS   2022-06-10 2024-05-23
1. MONSTER BEVERAGE SHS   2022-06-21 2024-05-23
4. DOLLAR GENERAL CORP   2021-09-16 2024-05-24
13000. U.S. TREASURY NOTE   2022-03-29 2024-05-29
5. AMERICAN EXPRESS CO   2024-01-03 2024-05-31
1. AMERICAN EXPRESS CO   2023-12-21 2024-05-31
4. DOLLAR GENERAL CORP   2023-06-06 2024-05-31
2. DOLLAR GENERAL CORP   2021-09-16 2024-05-31
4. DOLLAR GENERAL CORP   2023-08-17 2024-05-31
17. MONSTER BEVERAGE SHS   2022-06-21 2024-05-31
10. MONSTER BEVERAGE SHS   2022-08-23 2024-05-31
17. MEDTRONIC PLC SHS   2023-06-21 2024-05-31
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 497   344 153
b 373   355 18
c 1,635   1,140 495
d 152   101 51
e 228   142 86
539   331 208
428   348 80
808   587 221
862   492 370
144   113 31
289   232 57
312   189 123
234   143 91
1,485   1,311 174
2,244   1,649 595
9,299   9,456 -157
803   298 505
1,142   825 317
305   190 115
320   300 20
747   475 272
597   684 -87
161   150 11
482   442 40
900   1,224 -324
111   144 -33
499   624 -125
777   1,014 -237
892   570 322
663   141 522
319   164 155
929   654 275
265   189 76
478   246 232
1,395   708 687
399   197 202
646   323 323
81   42 39
747   401 346
14,407   14,568 -161
389   88 301
580   182 398
445   167 278
271   533 -262
352   182 170
352   201 151
292   209 83
292   199 93
404   295 109
233   71 162
501   205 296
455   222 233
314   181 133
480   426 54
331   70 261
75   64 11
337   341 -4
380   274 106
355   182 173
1,387   994 393
1,037   755 282
173   125 48
254   148 106
593   566 27
172   285 -113
349   571 -222
245   406 -161
314   512 -198
210   351 -141
182   290 -108
357   580 -223
238   311 -73
442   594 -152
34   58 -24
16,116   16,078 38
517   484 33
756   850 -94
258   242 16
14,781   14,542 239
803   710 93
295   111 184
274   207 67
346   182 164
328   190 138
332   187 145
402   119 283
1,077   819 258
385   295 90
721   777 -56
715   777 -62
1,566   1,643 -77
157   164 -7
637   378 259
1,517   1,557 -40
7,922   7,756 166
45   53 -8
90   104 -14
406   484 -78
936   1,036 -100
774   519 255
1,175   1,043 132
1,117   1,119 -2
91   105 -14
273   312 -39
793   882 -89
949   1,001 -52
11,821   11,787 34
1,314   501 813
512   539 -27
768   782 -14
256   257 -1
3,048   1,381 1,667
952   839 113
922   827 95
258   186 72
258   202 56
258   206 52
258   165 93
773   691 82
946   769 177
719   271 448
711   146 565
918   710 208
473   266 207
915   304 611
460   167 293
175   328 -153
722   363 359
304   315 -11
456   353 103
560   426 134
318   159 159
411   609 -198
370   189 181
370   190 180
243   198 45
49   40 9
427   271 156
252   219 33
252   225 27
465   418 47
391   478 -87
392   238 154
1,169   459 710
1,169   561 608
590   482 108
437   385 52
319   89 230
506   340 166
546   455 91
309   309  
466   442 24
491   443 48
544   496 48
337   370 -33
622   953 -331
314   253 61
349   302 47
70   60 10
243   270 -27
243   269 -26
33   22 11
360   262 98
65   48 17
434   442 -8
402   450 -48
1,396   964 432
279   199 80
952   578 374
175   56 119
1,222   390 832
651   356 295
941   509 432
1,368   1,101 267
1,906   1,339 567
12,930   12,702 228
946   377 569
1,620   1,410 210
130   113 17
259   226 33
777   687 90
516   468 48
22,383   21,963 420
1,611   1,410 201
1,098   943 155
636   612 24
255   245 10
255   213 42
128   106 22
640   537 103
433   197 236
870   395 475
435   401 34
14,366   14,500 -134
10,232   10,155 77
1,303   1,011 292
366   287 79
817   708 109
735   574 161
307   406 -99
410   193 217
918   479 439
152   217 -65
304   406 -102
1,438   677 761
457   239 218
480   163 317
792   146 646
1,682   1,066 616
439   368 71
504   266 238
879   304 575
423   112 311
175   287 -112
225   370 -145
631   473 158
406   182 224
90   105 -15
486   412 74
595   491 104
131   35 96
526   211 315
131   52 79
488   205 283
277   303 -26
148   217 -69
254   148 106
180   252 -72
104   143 -39
256   287 -31
509   189 320
292   240 52
494   271 223
273   116 157
266   225 41
266   219 47
553   254 299
267   209 58
256   299 -43
278   157 121
1,688   612 1,076
124   69 55
371   219 152
55   42 13
437   360 77
628   149 479
889   702 187
583   485 98
208   97 111
305   258 47
183   113 70
136   107 29
136   114 22
363   311 52
187   214 -27
327   344 -17
457   421 36
417   443 -26
489   250 239
603   339 264
101   55 46
282   317 -35
448   239 209
205   179 26
147   137 10
288   269 19
321   242 79
324   353 -29
221   270 -49
417   193 224
209   116 93
205   211 -6
1,858   1,041 817
721   740 -19
875   857 18
933   907 26
418   290 128
35   24 11
351   258 93
562   416 146
491   336 155
608   442 166
249   187 62
320   272 48
284   242 42
249   211 38
1,651   1,290 361
698   1,085 -387
140   221 -81
316   270 46
948   786 162
53   45 8
566   885 -319
12,646   12,707 -61
1,188   933 255
238   184 54
536   629 -93
268   443 -175
536   649 -113
872   760 112
513   451 62
1,378   1,502 -124
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      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
      160
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       153
b       18
c       495
d       51
e       86
      208
      80
      221
      370
      31
      57
      123
      91
      174
      595
      -157
      505
      317
      115
      20
      272
      -87
      11
      40
      -324
      -33
      -125
      -237
      322
      522
      155
      275
      76
      232
      687
      202
      323
      39
      346
      -161
      301
      398
      278
      -262
      170
      151
      83
      93
      109
      162
      296
      233
      133
      54
      261
      11
      -4
      106
      173
      393
      282
      48
      106
      27
      -113
      -222
      -161
      -198
      -141
      -108
      -223
      -73
      -152
      -24
      38
      33
      -94
      16
      239
      93
      184
      67
      164
      138
      145
      283
      258
      90
      -56
      -62
      -77
      -7
      259
      -40
      166
      -8
      -14
      -78
      -100
      255
      132
      -2
      -14
      -39
      -89
      -52
      34
      813
      -27
      -14
      -1
      1,667
      113
      95
      72
      56
      52
      93
      82
      177
      448
      565
      208
      207
      611
      293
      -153
      359
      -11
      103
      134
      159
      -198
      181
      180
      45
      9
      156
      33
      27
      47
      -87
      154
      710
      608
      108
      52
      230
      166
      91
       
      24
      48
      48
      -33
      -331
      61
      47
      10
      -27
      -26
      11
      98
      17
      -8
      -48
      432
      80
      374
      119
      832
      295
      432
      267
      567
      228
      569
      210
      17
      33
      90
      48
      420
      201
      155
      24
      10
      42
      22
      103
      236
      475
      34
      -134
      77
      292
      79
      109
      161
      -99
      217
      439
      -65
      -102
      761
      218
      317
      646
      616
      71
      238
      575
      311
      -112
      -145
      158
      224
      -15
      74
      104
      96
      315
      79
      283
      -26
      -69
      106
      -72
      -39
      -31
      320
      52
      223
      157
      41
      47
      299
      58
      -43
      121
      1,076
      55
      152
      13
      77
      479
      187
      98
      111
      47
      70
      29
      22
      52
      -27
      -17
      36
      -26
      239
      264
      46
      -35
      209
      26
      10
      19
      79
      -29
      -49
      224
      93
      -6
      817
      -19
      18
      26
      128
      11
      93
      146
      155
      166
      62
      48
      42
      38
      361
      -387
      -81
      46
      162
      8
      -319
      -61
      255
      54
      -93
      -175
      -113
      112
      62
      -124
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 35,887
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) 1 751
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........................... 3 751
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- ..... 5 751
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 801
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 801
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 50
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow50 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowFL
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 arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
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)
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
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
BANK OF AMERICA N A CO-TRUSTEE
2 		10,055    
PO BOX 1532
PENNINGTON,NJ08534
JAY GREEN CO-TRUSTEE
2 		5,380    
PO BOX 1532
PENNINGTON,NJ08534
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 arrow  
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
905,089
b
Average of monthly cash balances.......................
1b
23,372
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
928,461
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
928,461
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,927
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
914,534
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
45,727
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
45,727
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
751
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
751
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
44,976
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
44,976
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
44,976
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
47,713
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
47,713
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 44,976
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 27,528
b From 2019...... 10,475
c From 2020...... 0
d From 2021...... 0
e From 2022...... 3,952
f Total of lines 3a through e ........ 41,955
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 47,713
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 44,976
e Remaining amount distributed out of corpus 2,737
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 44,692
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		27,528
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		17,164
10 Analysis of line 9:
a Excess from 2019.... 10,475
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 3,952
e Excess from 2023.... 2,737
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).)
NONE
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.
NONE
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

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY103063159 		NONE PC GENERAL OPERATING 3,500

THE SHRINERS HOSPITAL FOR CHILDREN

2900 N ROCKY POINT DR
TAMPA,FL336071435 		NONE PC GENERAL OPERATING 3,000

AMERICAN SOCIETY FOR THE PREVENTION OF
CRUELTY TO ANIMALS
424 E 92ND ST
NEW YORK,NY101286804 		NONE PC GENERAL OPERATING 1,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST STE 1100
NEW YORK,NY100189784 		NONE PC GENERAL OPERATING 3,000

CROHNS AND COLITIS FOUNDATION

733 3RD AVE STE 510
NEW YORK,NY100173218 		NONE PC GENERAL OPERATING 1,000

TEMPLE EMANU-EL OF CLOSTER INC

180 PIERMONT RD
CLOSTER,NJ076241528 		NONE PC GENERAL OPERATING 2,000

PLAY FOR P I N K INC

175 E 74TH ST
NEW YORK,NY10021 		NONE PC GENERAL OPERATING 1,000

WOMENS METROPOLITAN GOLF ASSOCIATION FDN

49 KNOLLWOOD RD
ELMSFORD,NY105232821 		NONE PC GENERAL OPERATING 500

CLOSTER VOLUNTEER AMBULANCE AND RESCUE C

72 RUCKMAN RD
CLOSTER,NJ076242106 		NONE PC GENERAL OPERATING 500

INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS

303 E WACKER DR STE 2300
CHICAGO,IL606015224 		NONE PC GENERAL OPERATING PURPOSE 1,500

St JUDE CHILDRENS RESEARCH HOSPITAL INC

262 DANNY THOMAS PL
MEMPHIS,TN381053678 		NONE PC GENERAL OPERATING 10,000

FOLDS OF HONOR FOUNDATION

9509500 N 129TH 0 N 129TH EAST AVE
OWASSO,OK740555376 		NONE PC GENERAL OPERATING 6,000

DESERT COMMUNITY FOUNDATION

75105 MERLE DR STE 300
PALM DESERT,CA922115211 		NONE PC GENERAL OPERATING 1,000

BOYS & GIRLS CLUB OF COACHELLA VALLEY

42600 COOK ST STE 120
PALM DESERT,CA922115143 		NONE PC GENERAL OPERATING 2,000

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA922703221 		NONE PC GENERAL OPERATING 300
Total .................................right arrow 3a 36,300
bApproved for future payment
Total ................................. right arrow 3b  
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 22,399  
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 35,887  
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) ..   58,286  
13Total. Add line 12, columns (b), (d), and (e)..................
13
58,286
(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 InvestmentsCorpBondsSchedule
Name:
EMIL & RUTH GREEN FDN-JMG
EIN:
20-1182602
Name of Bond End of Year Book Value End of Year Fair Market Value
126650DJ6 CVS HEALTH CORP 20,581 20,064
46647PBT2 JPMORGAN CHASE & CO 25,276 26,206
06406RAN7 BANK OF NY MELLON CO 15,007 15,462
68389XCH6 ORACLE CORP 24,102 23,979
10373QBU3 BP CAP MARKETS AMERI 13,114 12,551
035242AN6 ANHEUSER-BUSCH INBEV 11,528 10,869
95000U2S1 WELLS FARGO & COMPAN 11,677 11,915
92343VGH1 VERIZON COMMUNICATIO 24,074 24,164
61746BEG7 MORGAN STANLEY 10,707 10,291
172967PA3 CITIGROUP INC 12,895 12,559
907818EY0 UNION PACIFIC CORP 11,840 11,573
29379VCF8 ENTERPRISE PRODUCTS 12,797 12,548
91159HJR2 US BANCORP 12,141 11,959

TY 2023 InvestmentsCorpStockSchedule
Name:
EMIL & RUTH GREEN FDN-JMG
EIN:
20-1182602
Name of Stock End of Year Book Value End of Year Fair Market Value
91324P102 UNITEDHEALTH GROUP I 2,245 3,963
055622104 BP P L C SPONS ADR 3,410 3,832
50540R409 LABORATORY CORP AMER    
256677105 DOLLAR GENERAL CORP 1,721 1,369
192446102 COGNIZANT TECHNOLOGY 3,842 4,300
20030N101 COMCAST CORP 6,752 6,285
02079K107 ALPHABET INC SHS 2,219 6,958
594918104 MICROSOFT CORP COM 9,811 23,247
34959J108 FORTIVE CORP 5,108 5,806
037833100 APPLE INC 4,104 10,574
02079K305 ALPHABET INC SHS 3,759 10,005
46625H100 J P MORGAN CHASE & C 2,620 6,282
256746108 DOLLAR TREE INC 3,643 4,600
670100205 NOVO NORDISK A/S ADR 1,771 7,035
68902V107 OTIS WORLDWIDE CORP 2,267 2,976
80105N105 SANOFI-SYNTHELABO 5,449 5,099
835699307 SONY CORP ADR AMERN 5,184 4,858
35137L105 FOX CORP    
37045V100 GENERAL MOTORS CO    
30303M102 FACEBOOK INC 3,059 9,337
20825C104 CONOCOPHILLIPS 2,278 4,310
92826C839 VISA INC    
22052L104 DOWDUPONT INC 2,282 4,755
023135106 AMAZON COM INC 12,274 16,232
036752103 ANTHEM INC 2,621 4,308
778296103 ROSS STORES INC 3,545 4,892
084670702 BERKSHIRE HATHAWAYIN 3,372 7,874
517834107 LAS VEGAS SANDS CORP 2,514 2,252
12504L109 CBRE GROUP INC    
339041105 FLEETCOR TECHNOLOGIS    
171779309 CIENA CORP 2,814 3,131
G0750C108 AXALTA COATING SYSTE    
922475108 VEEVA SYS INC 3,101 2,788
98156Q108 WORLD WRESTLING ENTE    
444859102 HUMANA INC 2,983 2,507
26884L109 EQT CORP    
45866F104 INTERCONTINENTAL EXC 5,687 6,695
904767704 UNILEVER PLC AMER SH    
038222105 APPLIED MATERIALS IN 1,285 4,517
61174X109 MONSTER BEVERAGE SHS 1,211 1,402
81211K100 SEALED AIR CORP    
05352A100 AVANTOR INC 4,581 3,299
609207105 MONDELEZ INTERNATION    
743315103 PROGRESSIVE CORP/THE    
032654105 ANALOG DEVICES INC    
759351604 REINSURANCE GROUP OF 2,167 3,776
149123101 CATERPILLAR INC    
573874104 MARVELL TECH INC 4,002 4,954
G6095L109 APTIV PLC SHS 3,579 3,247
26484T106 DUN AND BRADSTREET H 1,569 1,218
830566105 SKECHERS U S A INC 2,122 3,000
929089100 VOYA FINL INC SHS 2,376 2,730
31620R303 FIDELITY NATIONAL FI 2,203 3,022
88033G407 TENET HEALTHCARE COR 2,240 5,409
808513105 CHARLES SCHWAB CORP/    
007903107 ADVANCED MICRO DEVIC 4,852 6,509
009158106 AIR PRODUCTS & CHEMI 2,105 2,134
025816109 AMERICAN EXPRESS CO 1,117 1,440
14149Y108 CARDINAL HEALTH INC 2,875 2,780
22822V101 CROWN CASTLE INTERNA 4,482 4,715
25243Q205 DIAGEO PLC SPON ADR 3,170 2,837
285512109 ELECTRONIC ARTS 4,518 4,385
34965K107 FORTREA HOLDINGS INC 1,386 1,244
50212V100 LPL FINANCIAL HOLDIN 2,799 3,721
595112103 MICRON TECHNOLOGY 3,115 5,250
67066G104 NVIDIA CORP 5,413 7,674
75513E101 RAYTHEON TECHNOLOGIE 2,676 3,234
780259305 ROYAL DUTCH SHELL PL 3,190 3,712
87256C101 TKO GROUP HOLDINGS I 2,039 3,381
883556102 THERMO FISHER SCIENT 4,232 4,544
929740108 WABTEC CORP 2,106 2,538
989207105 ZEBRA TECHNOLOGIES C 3,976 4,997
G5960L103 MEDTRONIC PLC SHS 4,272 3,987

TY 2023 InvestmentsGovtObligationsSch
Name:
EMIL & RUTH GREEN FDN-JMG
EIN:
20-1182602
US Government Securities - End of Year Book Value:

416,615
US Government Securities - End of Year Fair Market Value:

392,558
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
EMIL & RUTH GREEN FDN-JMG
EIN:
20-1182602
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09260B382 BLACKROCK STRATEGIC AT COST 39,160 37,159

TY 2023 OtherDecreasesSchedule
Name:
EMIL & RUTH GREEN FDN-JMG
EIN:
20-1182602
Description Amount
CY PURCHASE OF ACCRUED INTEREST 328
AMORTIZATION/COST BASIS ADJUSTMENT 57


TY 2023 OtherExpensesSchedule
Name:
EMIL & RUTH GREEN FDN-JMG
EIN:
20-1182602
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 18 18   0


TY 2023 OtherIncreasesSchedule
Name:
EMIL & RUTH GREEN FDN-JMG
EIN:
20-1182602
Description Amount
PY PURCHASE OF ACCRUED INTEREST 1,301
CY PENDING SALES 22


TY 2023 TaxesSchedule
Name:
EMIL & RUTH GREEN FDN-JMG
EIN:
20-1182602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 86 86   0
FEDERAL ESTIMATES - PRINCIPAL 597 0   0