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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
THE DANIEL B AND
FLORENCE E GREEN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)15 E RIDGE PIKE 5TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONSHOHOCKEN, PA19428
A Employer identification number

20-1910865
B Telephone number (see instructions)

(610) 238-5003
C 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$206,967,940J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 455,697 455,697  
4 Dividends and interest from securities... 6,847,194 6,847,194  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,357,226
b Gross sales price for all assets on line 6a 3,747,375
7 Capital gain net income (from Part IV, line 2)... 7,357,226
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)....... Click to see attachment
List of Attached Documents:
// Content
108,883 108,883  
12 Total. Add lines 1 through 11........ 14,769,000 14,769,000  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 1,010,089 0   1,010,089
15 Pension plans, employee benefits....... 84,815 0   84,815
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
318,622 1,642   52,448
19 Depreciation (attach schedule) and depletion... 1,575 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,833 0   8,833
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
770,168 570,032   200,136
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,194,102 571,674   1,356,321
25 Contributions, gifts, grants paid....... 8,054,930 8,054,930
26 Total expenses and disbursements. Add lines 24 and 25 10,249,032 571,674   9,411,251
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,519,968
b Net investment income (if negative, enter -0-) 14,197,326
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 6,591,927 7,024,610 7,024,610
2 Savings and temporary cash investments......... 1,044,518 1,090,472 1,090,472
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow7,874
Less: accumulated depreciation (attach schedule) right arrow3,937 5,512 3,937 3,937
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,397,930 Click to see attachment
List of Attached Documents:
// Content
10,283,539 		10,283,539
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
179,892,597 		Click to see attachment
List of Attached Documents:
// Content
188,565,382 		Click to see attachment
List of Attached Documents:
// Content
188,565,382
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 198,932,484 206,967,940 206,967,940
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
0 		Click to see attachment
List of Attached Documents:
// Content
271,643
23 Total liabilities (add lines 17 through 22)......... 0 271,643
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 198,932,484 206,696,297
29 Total net assets or fund balances (see instructions)..... 198,932,484 206,696,297
30 Total liabilities and net assets/fund balances (see instructions). 198,932,484 206,967,940
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
198,932,484
2
Enter amount from Part I, line 27a .....................
2
4,519,968
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,181,216
4
Add lines 1, 2, and 3 ..........................
4
207,633,668
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
937,371
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
206,696,297
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FROM K-1 8VC FUND IV LP P    
b FROM K-1 8VC OPP FUND II LP P    
c FROM K-1 BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP P    
d FROM K-1 CMMTP-2 LP P    
e FROM K-1 FS TACTICAL OPPORTUNITIES FUND A LP P    
FROM K-1 GLOBAL OPPORTUNITY PENNSYLVANIA FUND II P    
FROM K-1 GLOBAL OPPORTUNITY PHILA FUND P    
FROM K-1 OSAGE UNIVERSITY PARTNERS I P    
FROM K-1 OSAGE UNIVERSITY PARTNERS II P    
FROM K-1 OSAGE UNIVERSITY PARTNERS III P    
FROM K-1 OSAGE VENTURE PARTNERS V P    
FROM K-1 RITTENHOUSE VENTURES II, LP P    
FROM K-1 ENDICOTT CAPITAL II, LP P    
PUBLICLY TRADED SECURITIES      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       -5,577
b       -372
c       147,247
d       921
e       953
      82,398
      286,462
      -24,636
      -721
      -2,863
      -33,709
      -244
      243
      3,159,749
3,747,375     3,747,375
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       -5,577
b       -372
c       147,247
d       921
e       953
      82,398
      286,462
      -24,636
      -721
      -2,863
      -33,709
      -244
      243
      3,159,749
      3,747,375
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 7,357,226
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) 1 197,343
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........................... 3 197,343
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- ..... 5 197,343
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 180,752
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 80,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 260,752
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 63,409
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow63,409 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowPA
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 2024 or the taxable year beginning in 2024? 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 arrowPETER NOLAN Telephone no.right arrow (610) 238-5003

Located atright arrow15 E RIDGE AVE STE 500CONSHOHOCKENPA ZIP+4right arrow19428
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
RICHARD J GREEN TRUSTEE
0.00 		0 0 0
15 E RIDGE PIKE SUITE 400
CONSHOCKEN,PA19428
LESTER E LIPSCHUTZ TRUSTEE
0.00 		0 0 0
15 E RIDGE PIKE SUITE 400
CONSHOCKEN,PA19428
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
AMY HOLDSMAN EXECUTIVE DIRECTOR
40.00 		381,018 0 0
15 E RIDGE PIKE SUITE 400
CONSHOHOCKEN,PA19428
BRITTANY GREEN GRANTS & OPERATIONS
40.00 		244,586 0 0
15 E RIDGE PIKE SUITE 400
CONSHOHOCKEN,PA19428
SAMUEL GREEN STRATEGY MANAGER
40.00 		189,598 0 0
15 E RIDGE PIKE SUITE 400
CONSHOHOCKEN,PA19428
ALISON GREEN IMBERGAMO ENGAGEMENT MANAGER
40.00 		104,983 0 0
15 E RIDGE PIKE SUITE 400
CONSHOHOCKEN,PA19428
DANIEL BERKOWITZ EXECUTIVE DIRECTOR
40.00 		89,904 0 0
15 E RIDGE PIKE SUITE 400
CONSHOHOCKEN,PA19428
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
197,432,427
b
Average of monthly cash balances.......................
1b
8,925,092
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
206,357,519
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
206,357,519
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,095,363
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
203,262,156
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,163,108
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
10,163,108
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
197,343
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
197,343
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,965,765
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
9,965,765
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
9,965,765
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
9,411,251
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
9,411,251
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 9,965,765
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 9,380,532
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 9,411,251
a Applied to 2023, but not more than line 2a 9,380,532
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 2024 distributable amount..... 30,719
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		9,935,046
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
RICHARD J GREEN
LESTER E LIPSCHUTZ
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ALZHEIMER'S ASSOCIATION

225 NORTH MICHIGAN AVENUE
CHICAGO,IL60601 		NONE PC GENERAL FUND 25,000

AMERICAN CANCER SOCIETY

1818 MARKET ST
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 5,000

AMERICAN FRIENDS OF LIBI INC

45 BARTLETT CRESCENT
BROOKLINE,MA024462220 		NONE PC GENERAL FUND 50,000

AMERICAN JEWISH COMMITTEE

30 S 15TH STREET STE 801
PHILADELPHIA,PA19102 		NONE PC GENERAL FUND 10,000

AMIT

817 BROADWAY
NEW YORK,NY10003 		NONE PC GENERAL FUND 10,000

ANNE ARUNDEL COUNTY FOOD BANK

PO BOX 650
CROWNSVILLE,MD21032 		NONE PC GENERAL FUND 50,000

ANTI-DEFAMATION LEAGUE

1500 MARKET STREET
PHILADELPHIA,PA19102 		NONE PC GENERAL FUND 60,000

BIRTHRIGHT ISRAEL FOUNDATION

711 3RD AVE 10TH FL
NEW YORK,NY10017 		NONE PC GENERAL FUND 34,500

BODY EMPOWERMENT PROJECT

25 HILLTOP RD
MILFORD,NJ088482019 		NONE PC GENERAL FUND 10,000

BROAD STREET LOVE

PO BOX 22656
PHILADELPHIA,PA19107 		NONE PC GENERAL FUND 75,000

CEASEFIRE PENNSYLVANIA EDUCATION FUND

PO BOX 60095
PHILADELPHIA,PA19102 		NONE PC GENERAL FUND 125,000

CENTER FOR BLACK EDUCATOR DEVELOPMENT

7901 HIDDEN LN
ELKINS PARK,PA190271103 		NONE PC GENERAL FUND 100,000

CHARITY NAVIGATOR

299 MARKET STREET SUTIE 250
SADDLE BROOK,NJ07663 		NONE PC GENERAL FUND 5,000

CIRCULAR PHILADELPHIA

2166 E SERGEANT ST
PHILADELPHIA,PA19125 		NONE PC GENERAL FUND 20,000

CITY YEAR PHILA

211 N 13TH STREET SUITE 100
PHILADELPHIA,PA19107 		NONE PC GENERAL FUND 200,000

CLEAN AIR COUNCIL

135 SOUTH 19TH STREET SUITE 300
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 85,000

COMMON MARKET PHILADELPHIA INC

121 S BROAD STREET
PHILADELPHIA,PA19107 		NONE PC GENERAL FUND 125,000

DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY INC

14 W SECOND STREET
MEDIA,PA19063 		NONE PC GENERAL FUND 10,000

EAGLES AUTISM CHALLENGE

ONE NOVA CARE WAY
PHILADELPHIA,PA19145 		NONE PC GENERAL FUND 112,500

EMILY'S ENTOURAGE

PO BOX 71
MERION STATION,PA19066 		NONE PC GENERAL FUND 5,000

ENERGY COORDINATING AGENCY OF PHIL INC

106 W CLEARFIELD STREET
PHILADELPHIA,PA191334208 		NONE PC GENERAL FUND 100,000

FAMILY SUPPORT LINE OF DELAWARE CTY INC

50 SOUTH 16TH STREET STE 2400
PHILADELPHIA,PA19102 		NONE PC GENERAL FUND 42,000

FEDERATION HOUSING INC

8900 ROOSEVELT BOULEVARD
PHILADELPHIA,PA19115 		NONE PC GENERAL FUND 1,000,000

FOOD CONNECT CO

2407 GRAYS FERRY AVE
PHILADELPHIA,PA191462407 		NONE PC GENERAL FUND 75,000

GREEN BUILDING UNITED

1601 MARKET STREET STE 2270
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 100,000

GREENER PARTNERS

536 GEORGE STREET
NORRISTOWN,PA19401 		NONE PC GENERAL FUND 50,000

HABITAT FOR HUMANITY

1829 N 19TH ST
PHILADELPHIA,PA19121 		NONE PC GENERAL FUND 5,000

HAR ZION TEMPLE

1500 HAGYS FORD RD
PENN VALLEY,PA19072 		NONE PC GENERAL FUND 10,000

HARLEM LACROSSE & LEADERSHIP CORPORATION

8 WEST 126TH STREET
NEW YORK,NY10027 		NONE PC GENERAL FUND 10,000

IMPACT SERVICES CORP

1952 E ALLEGHENY AVE
PHILADELPHIA,PA19134 		NONE PC GENERAL FUND 225,000

JACK BARRACK ACADEMY

272 S BRYN MAWR AVE
BRYN MAWR,PA19010 		NONE PC GENERAL FUND 10,000

JASTECH DEVELOPMENT SERVICES INC

6134 LANCASTER AVE
PHILADELPHIA,PA19151 		NONE PC GENERAL FUND 25,000

JEWISH FEDERATION GREATER PHILADELPHIA

2100 ARCH STREET
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 235,000

JEWISH NATIONAL FUND USA

78 RANDALL AVENUE
ROCKVILLE CENTRE,NY11570 		NONE PC GENERAL FUND 141,000

JEWISH RELIEF AGENCY

225 E CITY AVE
BALA CYNWYD,PA19004 		NONE PC GENERAL FUND 10,000

JOYFUL READERS INC

2227 S BROAD STREET
PHILADELPHIA,PA19148 		NONE PC GENERAL FUND 75,000

KENYON COLLEGE

OFFICE OF DEVELOPMENT COLLEGE
RELATIONS BUILDING
GAMBIER,OH43022 		NONE PC GENERAL FUND 25,000

KITHS INTEGRATED & TARGETED HUMAN SVCS

4923 OLD YORK ROAD 1ST FLOOR
PHILADELPHIA,PA19141 		NONE PC GENERAL FUND 10,000

LA SALLE COLLEGE HIGH SCHOOL

8605 CHELTENHAM AVE
WYNDMOOR,PA190387121 		NONE PC GENERAL FUND 20,000

LANKENAU MEDICAL CENTER FOUNDATION

100 E LANCASTER AVE
WYNNEWOOD,PA19096 		NONE PC GENERAL FUND 110,000

LAUREL HOUSE

PO BOX 764
NORRISTOWN,PA19404 		NONE PC GENERAL FUND 10,000

LENFEST - TPF SPECIAL ASSETS FUND

100 S INDEPENDENCE MALL W
PHILADELPHIA,PA19106 		NONE PC GENERAL FUND 10,000

M NIGHT SHYAMALAN FOUNDATION INC

18 CAMPUS BLVD SUITE 100
NEWTOWN SQUARE,PA19073 		NONE PC GENERAL FUND 25,000

MAKE THE WORLD BETTER FOUNDATION-PHLADELPHIA

227 W THOMPSON STREET UNIT A
PHILADELPHIA,PA19122 		NONE PC GENERAL FUND 5,000

MAKING A CHANGE GROUP

PO BOX 1115
CHESTER,PA190161115 		NONE PC GENERAL FUND 210,000

MANNA

420 N 20TH STREET
PHILADELPHIA,PA19130 		NONE PC GENERAL FUND 150,800

MERCY MEDICAL ANGELS

4620 HAYGOOD ROAD STE 1
VIRGINIA BEACHC,VA23455 		NONE PC GENERAL FUND 100,000

MINDING YOUR MIND

124 SIBLEY AVE
ARDMORE,PA19003 		NONE PC GENERAL FUND 25,000

MISSION KIDS

180 W GERMANTOWN AVE
EAST NORRITON,PA19401 		NONE PC GENERAL FUND 85,000

NATIONAL CENTER FOR JEWISH FILM INC

415 SOUTH STREET
WALTHAM,MA02453 		NONE PC GENERAL FUND 5,000

NATIONAL GIVING ALLIANCE

822 VETERANS WAY
WARMINSTER,PA18974 		NONE PC GENERAL FUND 10,000

NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY

101 S INDEPENDENCE MALL
PHILADELPHIA,PA19106 		NONE PC GENERAL FUND 10,000

NEW KENSINGTON COM DEV CORP

2771 RUTH ST SUITE 1
PHILADELPHIA,PA19134 		NONE PC GENERAL FUND 200,000

PATHWAYS TO HOUSING PA

5201 OLD YORK ROAD
PHILADELPHIA,PA191412985 		NONE PC GENERAL FUND 75,000

PENNENVIRONMENT RESEARCH & POLICY CTR

1429 WALNUT STREET
PHILADELPHIA,PA191023218 		NONE PC GENERAL FUND 90,000

PENNSYLVANIA ENVIRONMENTAL COUNCIL

12 FEDERAL STREET
PITTSBURGH,PA15212 		NONE PC GENERAL FUND 79,000

PENNSYLVANIA HORTICULTURAL SOCIETY

100 N 20TH ST
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 100,000

PEOPLE FOR PEOPLE INC

800 N BROAD ST
PHILADELPHIA,PA19130 		NONE PC GENERAL FUND 10,000

PHILADELPHIA ACADEMY OF SCHOOL LEADERS

230 SOUTH BROAD STREET 17TH FLOOR
PHILADELPHIA,PA191024103 		NONE PC GENERAL FUND 100,000

PHILADELPHIA ANIMAL WELFARE SOCIETY

100 N 2ND ST
PHILADELPHIA,PA19106 		NONE PC GENERAL FUND 25,000

PHILADELPHIA GREEN CAPITAL CORP

117 S 18TH ST
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 100,000

PHILADELPHIA POLICE FOUNDATION

PO BOX 4358
PHILADELPHIA,PA19118 		NONE PC GENERAL FUND 5,000

PHILADELPHIA YOUTH BASKETBALL INC

1735 MARKET STREET
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 50,000

PHILADELPHIA ZOO

3300 FAIRMONT AVE
PHILADELPHIA,PA19104 		NONE PC GENERAL FUND 25,000

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130 		NONE PC GENERAL FUND 10,000

PROSTATE CANCER FOUNDATION

1616 WALNUT ST 24TH FL
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 100,000

QUINTESSENCE THEATRE COMPANY

7137 GERMANTOWN AVE
PHILADELPHIA,PA19119 		NONE PC GENERAL FUND 10,000

RICHARD J CARON FOUNDATION

CARON GREATER PHILADELPLHIA
PLYMOUTH MEETING,PA19462 		NONE PC GENERAL FUND 10,000

RIP MEDICAL DEBT

2807 JACKSON AVE FL 5
LONG ISLAND CITY,NY11101 		NONE PC GENERAL FUND 100,000

SCHOLARSHIP AMERICA INC

PO BOX 240
SAINT PETER,MN560820240 		NONE PC GENERAL FUND 364,930

SHARE FOOD PROGRAM INC

2901 W HUNTING PARK AVENUE
PHILADELPHIA,PA191291802 		NONE PC GENERAL FUND 125,000

SHARING EXCESS

4942 CHANCELLOR ST
PHILADELPHIA,PA19139 		NONE PC GENERAL FUND 175,000

ST JOHN'S COLLEGE

60 COLLEGE AVE
ANNAPOLIS,MD21401 		NONE PC GENERAL FUND 25,000

SUPPORT CENTER - CHILD ADVOCATE

1617 JFK BLVD SUITE 1200
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 10,000

TEACH FOR AMERICA

100 W OXFORD ST STE E3000
PHILADELPHIA,PA19122 		NONE PC GENERAL FUND 10,000

THE FOOD TRUST

1500 JFK BLVD
PHILADELPHIA,PA19102 		NONE PC GENERAL FUND 75,000

THE FRANKLIN INSTITUTE

222 NORTH 20TH STREET
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 270,000

THE LIGHT HOUSE INC

10 HUDSON STREET
ANNAPOLIS,MD21401 		NONE PC GENERAL FUND 25,000

THE RIVER SCHOOL

4880 MACARTHUR BLVD NW
WASHINGTON,DC20007 		NONE PC GENERAL FUND 100,000

TRAVIS MANION FOUNDATION

164 E STATE ST
DOYLESTOWN,PA18901 		NONE PC GENERAL FUND 65,000

TRUSTEES OF UNIVERSITY OF PENNSYLVANIA

3451 WALNUT ST RM 310
PHILADELPHIA,PA191046205 		NONE PC GENERAL FUND 20,000

UNITARIAN UNIVERSALIST CHURCH ANNAPOLIS

333 DUBOIS RD
ANNAPOLIS,MD21401 		NONE PC GENERAL FUND 25,000

UNITED NATIONS FOUNDATION

320 EAST 43RD STREET 3RD FLOOR
NEW YORK,NY10017 		NONE PC GENERAL FUND 175,000

UPLIFE SOLUTIONS INC

2221-2231 WEST VENANGO ST
PHILADELPHIA,PA19140 		NONE PC GENERAL FUND 10,000

URBAN AFFAIRS COALITION

1207 CHESTNUT STREET 7TH FLOOR
PHILADELPHIA,PA19107 		NONE PC GENERAL FUND 50,000

VANGUARD CHARITABLE ENDOWMENT

PO BOX 9509
WARWICK,RI02889 		NONE PC GENERAL FUND 150,000

VETRI COMMUNITY PARTNERSHIP

211 N 13TH STREET SUITE 303
PHILADELPHIA,PA19107 		NONE PC GENERAL FUND 50,000

WOMEN'S OPPORTUNITIES RESOURCE CENTER

2010 CHESTNUT STREET
PHILADELPHIA,PA19109 		NONE PC GENERAL FUND 5,000

WOMEN'S WAY

123 S BROAD STREET STE 1320
PHILADELPHIA,PA19109 		NONE PC GENERAL FUND 66,000

WORLD AFFAIRS COUNCIL OF PHILADELPHIA

1 S BROAD STREET
PHILADELPHIA,PA19107 		NONE PC GENERAL FUND 10,000

YOUTHBUILD PHILADELPHIA CHARTER SCHOOL

1231 N BROAD STREET
PHILADELPHIA,PA19122 		NONE PC GENERAL FUND 75,000

RELIEF FOUNDATION INC

312 RIVER RD
GLADWYNE,PA19035 		NONE PC GENERAL FUND 5,000

LIFT EVERY VOICE PHILLY

3675 MARKET ST
PHILADELPHIA,PA19104 		NONE PC GENERAL FUND 10,000

THE PUBLIC INTEREST LAW CENTER

1617 JOHN F KENNEDY BLVD STE 1650
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 10,000

PHILLY SEEDS INC

2013 RIDGE AVE
PHILADELPHIA,PA19121 		NONE PC GENERAL FUND 10,000

PHILADELPHIA ENERGY AUTHORITY

30 S 15TH ST SSTE 801
PHILADELPHIA,PA19102 		NONE PC GENERAL FUND 100,000

NEW ECOLOGY INC

100 W 10TH ST STE 606
WILMINGTON,DE19894 		NONE PC GENERAL FUND 100,000

GENERATION180

333 2ND ST SE STE 222
CHARLOTTESVILLE,VA22902 		NONE PC GENERAL FUND 100,000

INSTITUTE FOR MARKET TRANSFORMATION

1828 L ST NW
WASHINGTON,DC20036 		NONE PC GENERAL FUND 100,000

TINY NEWS COLLECTIVE INC

111 N WABASH AVE STE 100
CHICAGO,IL60602 		NONE PC GENERAL FUND 10,000

SUSTAINABLE BUSINESS EDUCATION INC

50 S 16TH ST STE 1800
PHILADELPHIA,PA19102 		NONE PC GENERAL FUND 10,000

GLOBAL IMPACT

2300 N ST NW STE 501A
WASHINGTON,DC20037 		NONE PC GENERAL FUND 50,000

THE DESMOID TUMOR RESEARCH FOUNDATION

50 TICE BLVD STE 175
WOODCLIFF LAKE,NJ07677 		NONE PC GENERAL FUND 20,000

NEIGHBORHOOD GARDENS TRUST

100 N 20TH ST 500
PHILADELPHIA,PA19103 		NONE PC GENERAL FUND 50,000

POWERCORP PHL

2300 W MASTER STREET ROOM 121
PHILADELPHIA,PA19121 		NONE PC GENERAL FUND 100,000

TIMOTEO PHILADELPHIA INC

1300 W HUNTING PARK AVE
PHILADELPHIA,PA19140 		NONE PC GENERAL FUND 40,000

BICYCLE COALITION OF GREATER PHILADELPHIA

1500 WALNUT ST 1107
PHILADELPHIA,PA19102 		NONE PC GENERAL FUND 25,000

ENTERPRISE CENTER

4548 MARKET ST
PHILADELPHIA,PA19139 		NONE PC GENERAL FUND 25,000

HEARING THE CALL

1501 S CLINTON ST 10311
FORT WAYNE,IN46851 		NONE PC GENERAL FUND 18,200

FIDELITY CHARITABLE

PO BOX 770001
CINCINNATI,OH45277 		NONE PC GENERAL FUND 10,000

TEAM PENNSYLVANIA FOUNDATION

320 MARKET ST STE 600W
HARRISBURG,PA17101 		NONE PC GENERAL FUND 25,000

GIRLS ON THE RUN

1300 VIRGINIA DRIVE SUITE 117
FORT WASHINGTON,PA19034 		NONE PC GENERAL FUND 5,000

URBAN TREE CONNECTION

1445 N 52ND ST
PHILADELPHIA,PA19131 		NONE PC GENERAL FUND 5,000

CASA YOUTH ADVOCATES

PO BOX 407
MEDIA,PA19063 		NONE PC GENERAL FUND 10,000

CLASSIC THEATRE OF MARYLAND

1804 WEST STREET STE 200
ANNAPOLIS,MD21401 		NONE PC GENERAL FUND 25,000

TEACH PLUS INC

1 BEACON STREET
BOSTON,MA02108 		NONE PC GENERAL FUND 6,000

ELEVATE215

123 S BROAD STREET STE 1170
PHILADELPHIA,PA19109 		NONE PC GENERAL FUND 75,000

HACE

159 N SANGAMON STREET STE 248
CHICAGO,IL60607 		NONE PC GENERAL FUND 100,000
Total .................................right arrow 3a 8,054,930
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 455,697  
4 Dividends and interest from securities ....     14 6,847,194  
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 .....     14 108,883  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 7,357,226  
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 14,769,000 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,769,000
(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 (2024)
Form 990-PF (2024)
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
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Form 990-PF (2024)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsOtherSchedule2
Name:
THE DANIEL B AND
 
FLORENCE E GREEN FOUNDATION
EIN:
20-1910865
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NOTE RECEIVABLE - BBR VII FMV 10,283,539 10,283,539

TY 2024 OtherAssetsSchedule
Name:
THE DANIEL B AND
 
FLORENCE E GREEN FOUNDATION
EIN:
20-1910865
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
WELLS FARGO 26,585,105 23,681,802 23,681,802
VANGUARD FUNDS 97,197,874 108,895,941 108,895,941
RADCLIFFE INTER MULTI-STRATEGY 6,914,846 7,605,451 7,605,451
INVESTMENT IN PRITZKER PRIVATE CAPITAL 1,302,835 1,218,607 1,218,607
MALTA OFFSHORE LTD 5,025,218 5,609,961 5,609,961
ISRAEL BONDS 4,000,000 4,000,000 4,000,000
INVESTMENT IN RITTENHOUSE VENTURES II, LP 119,390 87,763 87,763
INVESTMENT IN RA CAPITAL HEALTHCARE 1,672,178 158,412 158,412
INVESTMENT IN OSAGE VENTURE PARTNERS V 293,193 270,166 270,166
INVESTMENT IN OSAGE UNIVERSITY PARTNERS III 372,245 346,999 346,999
INVESTMENT IN OSAGE UNIVERSITY PARTNERS II 303,010 297,524 297,524
INVESTMENT IN OSAGE UNIVERSITY PARTNERS I 211,880 187,335 187,335
INVESTMENT IN LIGHT STREET BEACON II 583,503 911,886 911,886
INVESTMENT IN HARBERT VII FUND 1,410,163 1,338,290 1,338,290
INVESTMENT IN GOLUB CAPITAL PARTNERS 14 1,524,820 1,549,942 1,549,942
INVESTMENT IN GLOBAL OPPORTUNITY PHILA FUND I 802,967 596,897 596,897
INVESTMENT IN CMMTP-2, LP 1,432,798 1,483,973 1,483,973
INVESTMENT IN BRIGHTSTAR CAPITAL PARTNERS II 934,651 832,317 832,317
INVESTMENT IN ARROWMARK GLOBAL 1,542,989 1,101,865 1,101,865
INVESTMENT IN 8VC OPPORTUNITIES II 1,511,227 1,537,762 1,537,762
INVESTMENT IN 8VC IV 615,535 690,381 690,381
HAVERFORD - EQUITY INVESTMENTS 18,935,891 15,856,686 15,856,686
INVESTMENT IN FS TACTICAL OPP FUND A 1,469,940 1,828,639 1,828,639
CORPORATE/AGENCY BONDS 1,410,486 1,485,016 1,485,016
INVESTMENT IN OSAGE UNIVERSITY PARTNERS IV 54,723 111,698 111,698
INVESTMENT IN RVC SOF IV FEEDER LP 2,177,941 3,007,606 3,007,606
INVESTMENT IN GLOBAL OPPORTUNITY PENNSYLVANIA FUND II 192,458 203,077 203,077
INVESTMENT IN STEPSTONE VC GLOBAL PARTNERS XI 144,789 519,491 519,491
INVESTMENT IN PPC IV-A 277,184 403,783 403,783
INVESTMENT IN ENDICOTT CAPITAL 872,758 973,727 973,727
INVESTMENT IN RITTENHOUSE VENTURES III, LP   190,788 190,788
INVESTMENT IN LLR EQUITY PARTNERS PARALLEL VII   173,520 173,520
INVESTMENT IN POST ROAD SPECIAL OPP FUND III   1,258,077 1,258,077
INVESTMENT IN CARBON REFORM INC   150,000 150,000


TY 2024 OtherDecreasesSchedule
Name:
THE DANIEL B AND
 
FLORENCE E GREEN FOUNDATION
EIN:
20-1910865
Description Amount
BOOK TO TAX DIFFERENCES 937,371


TY 2024 OtherExpensesSchedule
Name:
THE DANIEL B AND
 
FLORENCE E GREEN FOUNDATION
EIN:
20-1910865
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE CHARGES 20 0   20
COMPUTER EXPENSE 12,965 0   12,965
DUES AND SUBSCRIPTIONS 16,771 0   16,771
EQUIPMENT 2,297 0   2,297
EXPENSES FROM K1 - 8VC FUND IV LP 21,292 21,292   0
EXPENSES FROM K1 - 8VC OPPORTUNITIES FUND II, LP 28,660 28,660   0
EXPENSES FROM K1 - BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP 28,007 28,007   0
EXPENSES FROM K1 - CMMTP-2 LP 16,303 16,303   0
EXPENSES FROM K1 - FS TACTICAL OPPORTUNITIES FUND A LP 5,711 5,711   0
EXPENSES FROM K1 - GLOBAL OPPORTUNITIES PENNSYLVANIA FUND II 17,824 17,824   0
EXPENSES FROM K1 - GLOBAL OPPORTUNITY PHILADELPHIA FUND I, LP 13,450 13,450   0
EXPENSES FROM K1 - HARBERT US REAL ESTATE FUND VII FEEDER LP 414 414   0
EXPENSES FROM K1 - LIGHT STREET BEACON II LP 19,364 19,364   0
EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS I 574 574   0
EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS II 5,160 5,160   0
EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS III 9,488 9,488   0
EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS IV LP 12,999 12,999   0
EXPENSES FROM K1 - OSAGE VENTURE PARTNERS V 11,142 11,142   0
EXPENSES FROM K1 - PPC III-A LP 15,026 15,026   0
EXPENSES FROM K1 - RITTENHOUSE VENTURES II 4,755 4,755   0
EXPENSES FROM K1 - ENDICOTT CAPITAL II , LP 128,314 128,314   0
EXPENSES FROM K1 - LLR EQUITY PARTNERS INTERNATIONAL VII LP 67,325 67,325   0
INSURANCE EXPENSE 14,158 0   14,158
INVESTMENT MANAGEMENT FEES 164,224 164,224   0
MEALS & ENTERTAINMENT 2,243 0   2,243
PAYROLL FEES 11,863 0   11,863
PROFESSIONAL FEES 54,345 0   54,345
PROGRAM EXPENSES 50,479 0   50,479
SEMINARS/RETREAT 32,263 0   32,263
SUPPLIES EXPENSE 517 0   517
TELEPHONE EXPENSE 2,200 0   2,200
REGISTRATION FEE 15 0   15


TY 2024 OtherIncomeSchedule2
Name:
THE DANIEL B AND
 
FLORENCE E GREEN FOUNDATION
EIN:
20-1910865
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME - RITTENHOUSE VENTURES II, LP 135 135 135
OTHER INCOME - FS TACTICAL OPPORTUNITIES FUND A LP 107,031 107,031 107,031
MISCELLANEOUS INCOME 1,717 1,717 1,717


TY 2024 OtherIncreasesSchedule
Name:
THE DANIEL B AND
 
FLORENCE E GREEN FOUNDATION
EIN:
20-1910865
Description Amount
UNREALIZED GAIN/LOSS 3,955,056
ACCRUED INTEREST 226,160


TY 2024 OtherLiabilitiesSchedule
Name:
THE DANIEL B AND
 
FLORENCE E GREEN FOUNDATION
EIN:
20-1910865
Description Beginning of Year - Book Value End of Year - Book Value
DUE TO/FROM 0 271,643


TY 2024 TaxesSchedule
Name:
THE DANIEL B AND
 
FLORENCE E GREEN FOUNDATION
EIN:
20-1910865
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 245,000 0   0
STATE TAXES 19,532 0   0
PAYROLL TAXES 52,448 0   52,448
FOREIGN TAXES 1,642 1,642   0