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Nonprofit · EIN 20-1910865

DANIEL B AND FLORENCE E GREEN FOUNDATION

Tax-exempt · CONSHOHOCKEN, PA 19428

Financials

$9.2M$9.1M2023$14.8M$10.2M2024
Revenue Expenses · by fiscal year end
Financials of DANIEL B AND FLORENCE E GREEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$14,769,000$10,249,032$4,519,968$206,967,940$271,643$206,696,297
June 30, 2024990-PF$9,243,240$9,143,650$99,590$198,932,484$0$198,932,484
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$6,847,194
Interest
$455,697
Net gain from sales of assets
$7,357,226
Other income
$108,883

Expenses

Grants and similar amounts paid
$8,054,930
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$1,010,089
Disbursements for charitable purposes
$9,411,251
Excise tax on investment income
$197,343

Balance sheet and other

Total assets, start of year
$198,932,484
Total assets, end of year
$206,967,940
Total liabilities, end of year
$271,643
Net assets, end of year
$206,696,297
Fair market value of assets
$206,967,940
Qualifying distributions
$9,411,251
Net investment income
$14,769,000

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
AMY HOLDSMAN
15 E RIDGE PIKE SUITE 400, CONSHOHOCKEN, PA 19428
EXECUTIVE DIRECTOR
Highest-paid employee
40$381,018
BRITTANY GREEN
15 E RIDGE PIKE SUITE 400, CONSHOHOCKEN, PA 19428
GRANTS & OPERATIONS
Highest-paid employee
40$244,586
SAMUEL GREEN
15 E RIDGE PIKE SUITE 400, CONSHOHOCKEN, PA 19428
STRATEGY MANAGER
Highest-paid employee
40$189,598
ALISON GREEN IMBERGAMO
15 E RIDGE PIKE SUITE 400, CONSHOHOCKEN, PA 19428
ENGAGEMENT MANAGER
Highest-paid employee
40$104,983
DANIEL BERKOWITZ
15 E RIDGE PIKE SUITE 400, CONSHOHOCKEN, PA 19428
EXECUTIVE DIRECTOR
Highest-paid employee
40$89,904
RICHARD J GREEN
15 E RIDGE PIKE SUITE 400, CONSHOCKEN, PA 19428
TRUSTEE0$0
LESTER E LIPSCHUTZ
15 E RIDGE PIKE SUITE 400, CONSHOCKEN, PA 19428
TRUSTEE0$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
RICHARD J GREEN
15 E RIDGE PIKE SUITE 400, CONSHOCKEN, PA 19428
TRUSTEE0$0
LESTER E LIPSCHUTZ
15 E RIDGE PIKE SUITE 400, CONSHOCKEN, PA 19428
TRUSTEE0$0

Address and contacts

Address (IRS master file)
15 E RIDGE PIKE 5TH FL, CONSHOHOCKEN, PA 19428-2139
In care of
% DANIEL B AND FLORENCE E GREEN
Signed the 990-PF
RICHARD J GREEN, TRUSTEE
Phone
(610) 238-5003
Return prepared by
ISDANER & COMPANY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
20-1910865
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$206,967,940
Income (IRS master file)
$11,159,149

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$14,769,000$10,249,032$206,967,940IRS
990-PFJune 2024$9,243,240$9,143,650$198,932,484XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1910865).

Questions about DANIEL B AND FLORENCE E GREEN FOUNDATION

What is the EIN of DANIEL B AND FLORENCE E GREEN FOUNDATION?
The employer identification number (EIN) of DANIEL B AND FLORENCE E GREEN FOUNDATION is 20-1910865.
Is DANIEL B AND FLORENCE E GREEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to DANIEL B AND FLORENCE E GREEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DANIEL B AND FLORENCE E GREEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DANIEL B AND FLORENCE E GREEN FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DANIEL B AND FLORENCE E GREEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of DANIEL B AND FLORENCE E GREEN FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 7 people; 5 received compensation from the organization, the highest $381,018 (AMY HOLDSMAN, EXECUTIVE DIRECTOR).
How much revenue does DANIEL B AND FLORENCE E GREEN FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $14,769,000, expenses of $10,249,032 and total assets of $206,967,940 at year end.

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