The Daniel B and

CONSHOHOCKEN, PA EIN: 20-1910865

The Daniel B and Florence E Green Foundation is a private foundation established in 2005 and based in Conshohocken, Pennsylvania. The foundation operates as a family foundation with a lean operational structure, maintaining no full-time employees and relying on a board of trustees to guide its grantmaking activities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$198.9M

+7.0% YoY

Annual Giving

$7.4M

-12.4% YoY

Grant Count

125

+17.9% YoY

Avg Grant Size

$59K

-25.7% YoY

Under IRS private-foundation payout rules, The Daniel B and reported a distributable amount of $9.4M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grantmaking priorities include:

Education
Human Services
Philanthropy, Voluntarism & Grantmaking
Cultural institutions

Grantmaking

Grant Range

of $25,000.

How to Apply

** The foundation indicates it makes contributions only to preselected charitable organizations and does not accept unsolicited applications for funds.

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Geographic Focus

Where this funder awards grants

While based in Pennsylvania, the foundation makes grants across multiple states including:

Pennsylvania
Maryland
New York
District of Columbia
Connecticut
Ohio
Illinois

Grant Distribution by State

Pennsylvania $14.1M (73%)

Maryland $1.7M (9%)

Rhode Island $1.5M (8%)

California $415K (2%)

Virginia $361K (2%)

Massachusetts $209K (1%)

Minnesota $200K (1%)

New York $197K (1%)

+12 more states

States

Alabama California Colorado Connecticut District of Columbia Florida Georgia Iowa Illinois Indiana Louisiana Massachusetts Maryland Minnesota New Jersey New York Ohio Pennsylvania Rhode Island Virginia

Cities

AnnapolisArdmoreArlingtonAtlantaBala CynwydBaltimoreBostonBrooklineBroomallBryn MawrCambridgeCamdenCharlestownChesterChicagoCincinnatiConshohockenCrownsvilleDenverDoylestown

Financial History

Multi-year comparison from IRS filings

Metric	Amount
Total Assets (FYE 2024)	$198,932,484
Total Giving (FYE 2024)	$7,397,550
Total Revenues (FYE 2024)	$9,243,240
Total Expenses (FYE 2024)	$9,143,650

Revenue Sources: The foundation generates revenue primarily through investment income, including dividends (53.4%), sales of assets (38.8%), and interest (7.6%).

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$198,932,484	$185,847,705	$179,390,509
Revenue	$9,243,240	$12,132,631	$18,946,870
Expenses	$9,143,650	$10,021,995	$8,882,593
Qualifying Distributions	$8,731,658	$9,567,249	$8,514,449
Net Investment Income	$9,004,823	$10,156,237	$7,548,201
Distributable Amount	$9,415,423	$8,964,375	$8,718,353

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

250 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Federation Housing Inc ($1,000,000), City Year Phila ($175,000), Fairmount Park Conservancy ($150,000).

Recipient	Purpose	Amount
ALZHEIMER'S ASSOCIATION CHICAGO, IL	GENERAL FUND	$15,000
AMERICAN CANCER SOCIETY PHILADELPHIA, PA	GENERAL FUND	$5,000
AMERICAN FRIENDS OF LIBI INC BROOKLINE, MA	GENERAL FUND	$50,000
AMERICAN PHYSICIANS FELLOWSHIP FOR MEDICINE IN ISRAEL BOSTON, MA	GENERAL FUND	$14,000
AMIT NEW YORK, NY	GENERAL FUND	$10,000
ANNAPOLIS SHAKESPEARE COMPANY INC ANNAPOLIS, MD	GENERAL FUND	$25,000
ANNE ARUNDEL COUNTY FOOD BANK CROWNSVILLE, MD	GENERAL FUND	$25,000
ANTI-DEFAMATION LEAGUE PHILADELPHIA, PA	GENERAL FUND	$25,000
BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NY	GENERAL FUND	$54,500
BODY EMPOWERMENT PROJECT MILFORD, NJ	GENERAL FUND	$7,000

Leadership & Key People

Leadership team and compensation from IRS filings

Richard J Green – Trustee
Lester E Lipschutz – Trustee
Daniel Green – Trustee

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
RICHARD J GREEN	TRUSTEE	—	—
LESTER E LIPSCHUTZ	TRUSTEE	—	—

Contact Information

Address: 15 E Ridge Pike, Floor 5, Conshohocken, PA 19428-2139
Phone: 610-238-5003
EIN: 20-1910865
Website: No public website available

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does The Daniel B and fund?

The foundation's grantmaking priorities include: • Education • Human Services • Philanthropy, Voluntarism & Grantmaking • Cultural institutions

How do I apply for a grant from The Daniel B and?

**Grant Amounts:** The foundation awards grants ranging from $500 to $1,400,000, with a median grant size of $25,000. **Annual Activity:** The foundation distributed $7,397,550 in total giving during fiscal year 2024, making 125 grants in that period. **Recent Notable Grants:** • Federation Housing: $1,000,000 (General Fund) • The Franklin Institute: $301,300 (General Fund) • Sharing Excess: $275,000 (General Fund) **Application Process:** The foundation indicates it makes contributions only to…

Where does The Daniel B and make grants?

While based in Pennsylvania, the foundation makes grants across multiple states including: • Pennsylvania • Maryland • New York • District of Columbia • Connecticut • Ohio • Illinois

What size grants does The Daniel B and award?

In 2024, The Daniel B and awarded 125 grants totaling $7.4M — an average of about $59K per grant, based on its IRS Form 990 filings.

How much is The Daniel B and required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Daniel B and reported a distributable amount of $9.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.