GREENTREE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: GREENTREE FOUNDATION (EIN 13-3132117)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202523179349101217
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T08:09:00-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	133628255	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CONDON O'MEARA MCGINTY & DONNELLY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE BATTERY PARK PLAZA 7TH FL	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133132117	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GREENTREE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GREE	BusinessNameControlTxt
Phone	5166842540	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	220 COMMUNITY DRIVE	AddressLine1Txt
City	MANHASSET	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11030	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NICHOLAS GABRIEL	PersonNm
Person Title	PRESIDENT & TREASURER	PersonTitleTxt
Phone	5166842540	PhoneNum
Signature	2025-11-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALEXANDER LAZZARUOLO	PreparerPersonNm
PTIN	P01775353	PTIN
Phone	2126617777	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$334,765,569	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$5,844,956	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,844,956	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$5,844,956	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$8,232,006	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$17,804,648	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$8,232,006	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$537,676	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$537,676	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$14,614,638	TotalRevAndExpnssAmt
Total Net Invst Incm	$14,076,962	TotalNetInvstIncmAmt
Total Adj Net Incm	$6,382,632	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$442,771	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$10,817	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$10,817	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$431,954	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$2,027,940	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$49,542	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$49,542	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$1,978,398	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$1,201,750	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$29,358	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$29,358	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$1,172,392	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$61,000	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,440	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$2,440	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$58,560	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$60,175	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$60,175	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,443,953	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$476,828	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$476,828	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$967,125	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$140,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$140,000	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$2,112,814	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$307,134	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$0	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$307,134	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$11,044	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$11,044	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$12,267	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$300	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$300	PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl	$11,967	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,657,547	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$40,274	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$574,446	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$2,083,101	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$10,478,395	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$609,559	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$1,143,731	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$7,221,850	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$480,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$480,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$10,958,395	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$609,559	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$1,143,731	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$7,701,850	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,656,243	ExcessRevenueOverExpensesAmt
Net Investment Income	$13,467,403	NetInvestmentIncomeAmt
Adjusted Net Income	$5,238,901	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$145,639	CashBOYAmt
Cash EOY	$244,860	CashEOYAmt
Cash EOYFMV	$244,860	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$995,922	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$813,396	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$813,396	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$158,420,048	CorporateStockBOYAmt
Corporate Stock EOY	$168,035,828	CorporateStockEOYAmt
Corporate Stock EOYFMV	$168,035,828	CorporateStockEOYFMVAmt
Other Investments BOY	$92,809,275	OtherInvestmentsBOYAmt
Other Investments EOY	$97,539,591	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$97,539,591	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$99,157,881	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$32,898,379	LandBldgEquipAccumDeprecAmt
Land BOY	$66,961,683	LandBOYAmt
Land EOY	$66,259,502	LandEOYAmt
Land EOYFMV	$66,259,502	LandEOYFMVAmt
Other Assets BOY	$1,872,392	OtherAssetsBOYAmt
Other Assets EOY	$1,872,392	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,872,392	OtherAssetsEOYFMVAmt
Total Assets BOY	$321,204,959	TotalAssetsBOYAmt
Total Assets EOY	$334,765,569	TotalAssetsEOYAmt
Total Assets EOYFMV	$334,765,569	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$11,810	AccountsPayableBOYAmt
Accounts Payable EOY	$18,390	AccountsPayableEOYAmt
Total Liabilities BOY	$11,810	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$18,390	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$321,193,149	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$334,747,179	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$321,193,149	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$334,747,179	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$321,204,959	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$334,765,569	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$321,193,149	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,656,243	ExcessRevenueOverExpensesAmt
Other Increases	$10,105,758	OtherIncreasesAmt
Subtotal	$334,955,150	SubtotalAmt
Other Decreases	$207,971	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$334,747,179	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
HIRTLE CALLAGHAN PRIVATE EQUITY VII (C-10D)	P	$101,225	$101,225	$101,225
HIRTLE CALLAGHAN PRIVATE EQUITY VIII (C-10E)	P	$68,591	$68,591	$68,591
HIRTLE CALLAGHAN PRIVATE EQUITY IX (C-10F)	P	$187,222	$187,222	$187,222
HIRTLE CALLAGHAN PRIVATE EQUITY X (C-10G)	P	$331,204	$331,204	$331,204
HIRTLE CALLAGHAN PRIVATE EQUITY XI	P	$294,006	$0	$0	$294,006
HIRTLE CALLAGHAN PRIVATE EQUITY XII	P	$305,398	$0	$0	$305,398
PUBLICLY TRADED SECURITIES	P	$16,517,002	$7,543,764	$7,543,764	$8,973,238

Field	Value	IRS element (for citing)
Capital Gain Net Income	$8,232,006	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$187,197	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$187,197	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$187,197	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$189,926	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$5,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$194,926	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$7,729	OverpaymentAmt
Applied To ES Tax	$7,729	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (1)	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	GREENTREE FOUNDATION	IndividualWithBooksNm
Phone	5166842540	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	220 COMMUNITY DRIVE	AddressLine1Txt
City	MANHASSET	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11030	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
NICHOLAS GABRIEL
220 COMMUNITY DRIVE	MANHASSET	NY	11030	PRESIDENT & TREASURER	40.00	$442,711	$62,142	$0
KATE R WHITNEY
220 COMMUNITY DRIVE	MANHASSET	NY	11030	VICE PRESIDENT & TRUSTEE	4.00	$0	$0	$0
LAURA E BUTZEL ESQ
220 COMMUNITY DRIVE	MANHASSET	NY	11030	SECRETARY	4.00	$0	$0	$0
KOFI APPENTENG
220 COMMUNITY DRIVE	MANHASSET	NY	11030	TRUSTEE	4.00	$0	$0	$0
RAYMOND MCGUIRE
220 COMMUNITY DRIVE	MANHASSET	NY	11030	TRUSTEE	4.00	$0	$0	$0
LINCOLN CHEN
220 COMMUNITY DRIVE	MANHASSET	NY	11030	TRUSTEE	4.00	$0	$0	$0
NANCY DOUZINAS
220 COMMUNITY DRIVE	MANHASSET	NY	11030	TRUSTEE	4.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
AHMAD DAWWAS
220 COMMUNITY DRIVE	MANHASSET	NY	11030	DIRECTOR, CONFERENCE	40.00	$247,846	$53,456	$0
RAMANDIP KAUR
220 COMMUNITY DRIVE	MANHASSET	NY	11030	DIRECTOR OF FINANCE	40.00	$212,788	$49,586	$0
MANUEL AFONSO
220 COMMUNITY DRIVE	MANHASSET	NY	11030	SUPER FOR LAND, BLDG	40.00	$180,827	$46,362	$0
JORGE CLEMENTE
220 COMMUNITY DRIVE	MANHASSET	NY	11030	ASSOCIATE EXECUTIVE	40.00	$136,600	$42,510	$0
DANNY BACHERT
220 COMMUNITY DRIVE	MANHASSET	NY	11030	EXECUTIVE CHEF	40.00	$134,375	$41,841	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	10	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
ALLIED UNIVERSAL
161 WASHINGTON STREET	CONSHOHOCKEN	PA	19428	SECURITY	$675,492
TLC OUTSOURCE SERVICES LLC
750 LEXINGTON AVENUE 9TH FLOOR	NEW YORK	NY	10022	TEMPORARY STAFF	$518,777
KG MECHANICAL
162 MILBAR BOULEVARD	FARMINGDALE	NY	20850	CONSTRUCTION	$512,715
ANJO HOME IMPROVEMENT
460 JACKSON AVENUE	MINEOLA	NY	11501	CONSTRUCTION	$363,525
TRUE NORTH DEVELOPMENT
11 STEWART AVENUE	HUNTINGTON	NY	11743	CONSTRUCTION	$264,437

Field	Value	IRS element (for citing)
Contractor Paid Over50k	10	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	1. INTERNATIONAL MEETINGSGREENTREE, THE FORMER WHITNEY FAMILY HOME IN MANHASSET, NEW YORK, IS BEING PRESERVED AND ACTIVELY MANAGED IN AN ENVIRONMENTALLY RESPONSIBLE MANNER TO SERVE AS A PLACE FOR PROGRAMS AND HIGH-LEVEL INTERNATIONAL MEETINGS DEVOTED TO THE ADVANCEMENT OF PEACE, HUMAN RIGHTS, AND COOPERATION AMONG NATIONS. SINCE 2000, THE UNITED NATIONS, PUBLIC CHARITIES, GOVERNMENTAL ENTITIES AND OTHER INTERNATIONAL, PHILANTHROPIC ORGANIZATIONS DEVOTED TO THESE ISSUES HAVE BEEN MEETING AT GREENTREE. IN ADDITION, THE FOUNDATION HAS DESIGNED AND HELD MEETINGS REGARDING SUCH ISSUES AS MATERNAL AND CHILD HEALTH AND THE U.N.'S SUSTAINABLE DEVELOPMENT GOALS.	Description1Txt
Expenses1	$7,221,850	Expenses1Amt
Description2	2. LONG ISLAND MEETINGS THE FOUNDATION HOSTS MEETINGS AT GREENTREE FOR SEVERAL LONG ISLAND PHILANTHROPIES. MANY OF THE MEETINGS BRING DONORS TOGETHER TO COLLABORATE ON ISSUES OF CONCERN IN THE COMMUNITY.	Description2Txt
Expenses2	$0	Expenses2Amt
Description3	3. SUSTAINABLE LAND AND WILDLIFE MANAGEMENTTHE FOUNDATION PRACTICES ENVIRONMENTALLY SENSITIVE LAND MANAGEMENT, CONSERVING 80 PERCENT OF GREENTREE IN ITS NATURAL STATE. WITH 400 ACRES OF ROLLING HILLS, GARDENS AND WOODLANDS, GREENTREE IS ONE OF NASSAU COUNTY'S LARGEST OPEN SPACES, AND IT HELPS SUSTAIN THE AQUIFER THAT PROVIDES FRESH WATER FOR MUCH OF THE REGION. THE FOUNDATION RUNS SEVERAL ENVIRONMENTAL RESEARCH AND EDUCATION PROGRAMS, INCLUDING PROGRAMS TO STUDY AND PROMOTE ANIMAL AND PLANT LIFE AT GREENTREE, AS WELL AS THE TEACHERS' ECOLOGY WORKSHOP, AN INTENSIVE, IMMERSIVE EXPERIENCE THAT PROVIDES ELEMENTARY, MIDDLE AND HIGH SCHOOL TEACHERS WITH THE KNOWLEDGE AND SKILLS TO TEACH AND INCORPORATE SCIENCE INTO THEIR CLASSROOMS.	Description3Txt
Expenses3	$0	Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$239,256,539	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,683,959	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$22,734,429	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$263,674,927	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$263,674,927	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,955,124	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$259,719,803	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$12,985,990	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,701,850	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$1,618,604	CharitableAssetsAcquisPaidAmt
Qualifying Distributions	$9,320,454	QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$5,238,901	CurrentYearAmt
Year1	$4,768,690	Year1Amt
Year2	$3,942,012	Year2Amt
Year3	$6,129,682	Year3Amt
Total	$20,079,285	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$4,453,066	CurrentYearAmt
Year1	$4,053,387	Year1Amt
Year2	$3,350,710	Year2Amt
Year3	$5,210,230	Year3Amt
Total	$17,067,392	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$9,320,454	CurrentYearAmt
Year1	$8,018,125	Year1Amt
Year2	$9,613,412	Year2Amt
Year3	$9,644,790	Year3Amt
Total	$36,596,781	TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

Field	Value	IRS element (for citing)
Current Year	$480,000	CurrentYearAmt
Year1	$451,500	Year1Amt
Year2	$450,000	Year2Amt
Year3	$435,000	Year3Amt
Total	$1,816,500	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$8,840,454	CurrentYearAmt
Year1	$7,566,625	Year1Amt
Year2	$9,163,412	Year2Amt
Year3	$9,209,790	Year3Amt
Total	$34,780,281	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$8,657,327	CurrentYearAmt
Year1	$7,862,414	Year1Amt
Year2	$8,038,846	Year2Amt
Year3	$8,929,401	Year3Amt
Total	$33,487,988	TotalAmt

Total Support TotalSupportGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Public Support Type PublicSupportType

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Largest Support From EO LargestSupportFromEOGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
100 CROSBY PARKWAY	COVINGTON	KY	41015	N/A	PC	ESTABLISHMENT OF A DONOR ADVISED FUND	$75,000
THE NEW YORK COMMUNITY TRUST LONG ISLAND OFFICE
900 WALT WHITMAN ROAD	MELVILLE	NY	11747	N/A	PC	CONTINUED SUPPORT FOR THE CHARITIES AND ORGANIZATIONS THAT RESPOND TO THE NEEDS OF COMMUNITIES IN NASSAU AND SUFFOLK COUNTIES.	$200,000
MANHASSET COMMUNITY FUND
390 PLANDOME ROAD	MANHASSET	NY	11030	N/A	PC	CONTINUED SUPPORT FOR THE CHARITIES AND ORGANIZATIONS THAT BENEFIT THE COMMUNITIES OF THE TOWN OF NORTH HEMPSTEAD.	$200,000
BANK STREET COLLEGE OF EDUCATION
610 WEST 112TH STREET	NEW YORK	NY	10025	N/A	PC	GENERAL SUPPORT	$2,500
MANHASSET-LAKEVILLE FIRE DEPARTMENT
PO BOX 412	MANHASSET	NY	11030	N/A	GOV	PROVIDING FIRE PROTECTION TO COMMUNITY.	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$480,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,844,956	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$8,232,006	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
CHARITABLE AND EDUCATIONAL CONFERENCES	$534,172
MISCELLANEOUS INCOME	$3,504

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$14,076,962	ExclusionAmt
Related Or Exempt Function Incm	$537,676	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$14,614,638	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
11A	EDUCATIONAL CONFERENCES IN FURTHERANCE OF FOUNDATION'S EXEMPT PURPOSE
11B	OTHER INCOME

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONDON O'MEARA MCGINTY & DONNELLY LLP	$52,150	$0	$0	$52,150
CHRISTOPHER SIA	$1,900	$0	$0	$1,900
MIRAGLIA ASSOCIATES	$6,125	$0	$0	$6,125

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD STRATEGIC SMALL CAP	$4,984,750	$4,984,750
VANGUARD INTERNATIONAL VALUE FUND	$15,762,002	$15,762,002
VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES	$15,004,465	$15,004,465
VANGUARD TOTAL STOCK MARKET INDEX FUND	$53,306,273	$53,306,273
VANGUARD PRIME CAP FUND ADMIRAL SHARES	$30,510,666	$30,510,666
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	$32,862,594	$32,862,594
VANGUARD CAP OPPORTUNITY	$15,605,078	$15,605,078

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD LONG-TERM INVESTMENT GRADE FUND ADMIRAL SHARES	FMV	$7,486,210	$7,486,210
VANGUARD INTERMEDIATE TERM GRADE ADMIRAL SHARES	FMV	$8,691,680	$8,691,680
VANGUARD SHORT-TERM INVESTMENT GRADE FUND INSTL SHARES	FMV	$13,382,767	$13,382,767
VANGUARD TOTAL BOND MARKET INDEX FUND INSTL SHARES	FMV	$29,352,019	$29,352,019
HIRTLE CALLAGHAN PRIVATE EQUITY VI	FMV	$1,305,194	$1,305,194
HIRTLE CALLAGHAN PRIVATE EQUITY XII	FMV	$11,075,784	$11,075,784
HIRTLE CALLAGHAN PRIVATE EQUITY XI	FMV	$3,425,688	$3,425,688
HIRTLE CALLAGHAN PRIVATE EQUITY X	FMV	$1,906,974	$1,906,974
HIRTLE CALLAGHAN PRIVATE EQUITY IX	FMV	$1,585,785	$1,585,785
HIRTLE CALLAGHAN PRIVATE EQUITY VIII	FMV	$1,030,271	$1,030,271
HIRTLE CALLAGHAN PRIVATE EQUITY VII	FMV	$791,852	$791,852
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND INSTL SHARES	FMV	$14,711,217	$14,711,217
HC PE 2022	FMV	$2,794,150	$2,794,150

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PATTERSON BELKNAP WEBB & TYLER LLP	$59,048	$2,440	$2,440	$56,608
FORCHELLI, DEEGAN, & TERRANA LLP	$1,952	$0	$0	$1,952

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ARTWORK/TANGIBLES USED FOR CHARITABLE PURPOSE	Desc
BOY Book Value	$1,872,392	BOYBookValueAmt
EOY Book Value	$1,872,392	EOYBookValueAmt
EOYFMV	$1,872,392	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	LOSS ON DISPOSAL OF ASSETS	Desc
Amt	$207,971	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONFERENCE EXPENSES	$815,070	$0	$534,172	$280,898
DIRECT PROGRAM EXPENSES	$111,981	$0	$0	$111,981
DSL & CABLE SERVICE	$13,337	$0	$0	$13,337
EQUIPMENT RENTALS	$6,547	$1,928	$1,928	$4,619
FOOD AND GRATUITIES	$62,478	$1,536	$1,536	$60,942
FUEL (GAS & DIESEL)	$15,690	$383	$383	$15,307
INSURANCE	$916,477	$25,996	$25,996	$890,481
MISCELLANEOUS	$31,150	$6,230	$6,230	$24,920
OFFICE AND GENERAL SUPPLIES	$23,915	$519	$519	$23,396
REPAIRS, REPLACEMENTS & MAINTENANCE	$642,389	$3,682	$3,682	$638,707
UNIFORMS	$18,513	$0	$0	$18,513

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
CHARITABLE AND EDUCATIONAL CONFERENCES	$534,172	$534,172
MISCELLANEOUS INCOME	$3,504	$3,504

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NET UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$10,105,758	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (13 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
VANGUARD INVESTMENT MANAGEMENT	$240,294	$240,294	$240,294	$0
PAYROLL SERVICE	$7,911	$633	$633	$7,278
ARCHIVE & HISTORIANS	$53,476	$0	$0	$53,476
WILDLIFE SURVEYS	$26,488	$0	$0	$26,488
INFORMATION TECH	$95,622	$0	$0	$95,622
401(K) PLAN SPONSOR FEES	$3,500	$0	$0	$3,500
COMMUNICATION & VIDEOGRAPHY	$12,040	$0	$0	$12,040
LAND MANAGEMENT	$35,110	$0	$0	$35,110
LECTURES FOR TEW	$67,300	$0	$0	$67,300
HUMAN RESOURCE CONSULTANT	$15,168	$3,458	$3,458	$11,710
ON-SITE SECURITY SERVICES	$667,571	$26,624	$26,624	$640,947
OTHER	$13,654	$0	$0	$13,654
HIRTLE INVESTMENT MANAGEMENT	$205,819	$205,819	$205,819	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAXES	CategoryTxt
Amt	$140,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$140,000	DisbursementsCharitablePrpsAmt