DANIEL B AND FLORENCE E GREEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL B AND FLORENCE E GREEN FOUNDATION (EIN 20-1910865)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-08
- IRS object ID
- 202330399349101178
- Schema version
- 2021v4.2
- 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
- Schedule B
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-08T16:13:10-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 236410283 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISDANER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE BALA PLAZA SUITE 501 WEST | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190043484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201910865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DANIEL B AND | BusinessNameLine1Txt |
| Business Name Line2 | FLORENCE E GREEN FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 6102385003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E RIDGE PIKE 5TH FL | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL GREEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6102385003 | PhoneNum |
| Signature | 2023-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | GREEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERNEST J MOZER JR | PreparerPersonNm |
| PTIN | P00534948 | PTIN |
| Phone | 6106684200 | PhoneNum |
| Preparation | 2023-02-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $179,390,509 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,099,839 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $176,242 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $176,242 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,310,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,310,243 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,355,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,126,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,355,334 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $177 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $177 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $5,035 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,035 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,946,870 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,846,854 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $664,404 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $664,404 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,462 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,462 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114,201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $44,201 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,821 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,821 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $186 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $186 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $525,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $298,653 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $226,875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,336,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $298,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $967,949 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,546,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,546,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,882,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $298,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,514,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,064,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,548,201 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,554,811 | CashBOYAmt |
| Cash EOY | $18,460,582 | CashEOYAmt |
| Cash EOYFMV | $18,460,582 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,142,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,406,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,406,504 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $13,847,001 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,054,441 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,054,441 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $152,711,881 | OtherAssetsBOYAmt |
| Other Assets EOY | $146,468,982 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $146,468,982 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $189,256,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $179,390,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $179,390,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $189,256,619 | RetainedEarningBOYAmt |
| Retained Earning EOY | $179,390,509 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $189,256,619 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $179,390,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $189,256,619 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $179,390,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $189,256,619 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,064,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $215,248 | OtherIncreasesAmt |
| Subtotal | $199,536,144 | SubtotalAmt |
| Other Decreases | $20,145,635 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $179,390,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1 OSAGE UNIVERSITY PARTNERS I LP | P | -$62,210 | -$62,210 | ||
| FROM K-1 OSAGE UNIVERSITY PARTNERS II LP | P | -$1,057 | -$1,057 | ||
| FROM K-1 OSAGE UNIVERSITY PARTNERS III LP | P | $25,508 | $25,508 | ||
| PUBLICLY TRADED SECURITIES | $1,003,787 | $1,003,787 | $6,736,844 | $5,733,057 | |
| CAPITAL GAINS DIVIDENDS | P | $3,389,306 | $3,389,306 | $3,389,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,355,334 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $104,920 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $104,920 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $104,920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139,731 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $139,731 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $59 | EsPenaltyAmt |
| Overpayment | $34,752 | OverpaymentAmt |
| Applied To ES Tax | $34,752 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER NOLAN | IndividualWithBooksNm |
| Phone | 6102385003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E RIDGE AVE STE 500 | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J GREEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E RIDGE PIKE SUITE 400 | AddressLine1Txt |
| City | CONSHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESSENTIAL LEADERSHIP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6709 LINCOLN DR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $233,195 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $175,628,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,129,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $192,757,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $192,757,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,891,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $189,866,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,493,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,493,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104,920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $104,920 | TotalTaxAmt |
| Distributable Before Adj | $9,388,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,388,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,388,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,514,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,514,449 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,388,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,425,693 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,514,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,425,693 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,299,641 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD J GREEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 1617 JFK BLVD SUITE 700 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $20,000 | |
| AMIT | ||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL FUND | $10,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $200,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $10,000 | |
| BROAD STREET MINISTRY | ||||||||
| 315 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $150,000 | |
| CHARITY NAVIGATOR | ||||||||
| 299 MARKET STREET SUTIE 250 | SADDLE BROOK | NJ | 07663 | NONE | PC | GENERAL FUND | $5,000 | |
| CITY YEAR PHILA | ||||||||
| 211 N 13TH STREET SUITE 100 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $200,000 | |
| CLEAN AIR COUNCIL | ||||||||
| 135 SOUTH 19TH STREET SUITE 300 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $50,000 | |
| CLEAN AND SOBER MEDIA | ||||||||
| 141 E SPRING AVE | ARDMORE | PA | 19003 | NONE | PC | GENERAL FUND | $5,000 | |
| CONEJO HOSPICE INC | ||||||||
| 80 E HILLCREST DR | THOUSAND OAKS | CA | 913604218 | NONE | PC | GENERAL FUND | $10,000 | |
| COUNCIL FOR RELATIONSHIPS INC | ||||||||
| 4025 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $165,000 | |
| DREXEL UNIVERSITY | ||||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $500 | |
| DUBUQUE VISITING NURSE ASSOCIATION | ||||||||
| 1454 IOWA ST 359 | DUBUQUE | IA | 52001 | NONE | PC | GENERAL FUND | $20,000 | |
| EAGLES AUTISM CHALLENGE | ||||||||
| ONE NOVA CARE WAY | PHILADELPHIA | PA | 19145 | NONE | PC | GENERAL FUND | $337,500 | |
| EXPERIENCE CAMPS | ||||||||
| 136 SUITE 207 | WESTPORT | CT | 06880 | NONE | PC | GENERAL FUND | $5,000 | |
| FRIENDS CENTRAL SCHOOL | ||||||||
| 1101 CITY AVE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $10,000 | |
| FUTURE LEGENDS | ||||||||
| PO BOX 2412 | RANCHO SANTA FE | CA | 920672412 | NONE | PC | GENERAL FUND | $30,000 | |
| GREATER PHILA COALITION AGAINST HUNGER | ||||||||
| 123 CHESTNUT ST STE 401 | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $30,000 | |
| HAR ZION TEMPLE | ||||||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | NONE | PC | GENERAL FUND | $10,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| 117 WESTERN AVE | BOSTON | MA | 02163 | NONE | PC | GENERAL FUND | $5,000 | |
| HARVARD COLLEGE | ||||||||
| 40 OXFORD ST | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL FUND | $10,000 | |
| JACK BARRACK ACADEMY | ||||||||
| 272 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL FUND | $5,000 | |
| JAFCO | ||||||||
| 215 N PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19004 | NONE | PC | GENERAL FUND | $2,000 | |
| JEWISH FAMCHILDRENS SVC PHILA | ||||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 191031300 | NONE | PC | GENERAL FUND | $2,500 | |
| JEWISH FEDERATION GREATER PHILADELPHIA | ||||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $325,000 | |
| JEWISH RELIEF AGENCY | ||||||||
| 225 E CITY AVE | BALA CYNWYD | PA | 19004 | NONE | PC | GENERAL FUND | $10,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 550 N BROADWAY STE 732 | BALTIMORE | MD | 21205 | NONE | PC | GENERAL FUND | $1,400,000 | |
| KENYON COLLEGE | ||||||||
| OFFICE OF DEVELOPMENT COLLEGE | GAMBIER | OH | 43022 | NONE | PC | GENERAL FUND | $25,000 | RELATIONS BUILDING |
| LANKENAU MEDICAL CENTER FOUNDATION | ||||||||
| 100 E LANCASTER AVE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $5,000 | |
| LAUREL HOUSE | ||||||||
| PO BOX 764 | NORRISTOWN | PA | 19404 | NONE | PC | GENERAL FUND | $10,000 | |
| MAKE THE WORLD BETTER FOUNDATION-PHLADELPHIA | ||||||||
| 227 W THOMPSON STREET UNIT A | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $5,000 | |
| MANNA CONEJO VALLEY FOOD DISTRICT | ||||||||
| PO BOX 1114 | THOUSAND OAKS | CA | 913580114 | NONE | PC | GENERAL FUND | $25,000 | |
| MERCY MEDICAL ANGELS | ||||||||
| 4620 HAYGOOD ROAD STE 1 | VIRGINIA BEACH | VA | 23455 | NONE | PC | GENERAL FUND | $210,000 | |
| MINDING YOUR MIND | ||||||||
| 124 SIBLEY AVE | ARDMORE | PA | 19003 | NONE | PC | GENERAL FUND | $25,000 | |
| MISSION KIDS | ||||||||
| 180 W GERMANTOWN AVE | EAST NORRITON | PA | 19401 | NONE | PC | GENERAL FUND | $59,000 | |
| NATIONAL CENTER FOR JEWISH FILM INC | ||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NONE | PC | GENERAL FUND | $5,000 | |
| NEXT GENERATION MEN | ||||||||
| 115 MARTIN LUTHER KING JR DR SW | ATLANTA | GA | 30303 | NONE | PC | GENERAL FUND | $25,000 | SUITE 304 |
| PHILADELPHIA ACADEMY OF SCHOOL LEADERS | ||||||||
| 230 SOUTH BROAD STREET 17TH FLOOR | PHILADELPHIA | PA | 191024103 | NONE | PC | GENERAL FUND | $175,000 | |
| PHILADELPHIA ANIMAL WELFARE SOCIETY | ||||||||
| 100 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $25,000 | |
| PHILADELPHIA YOUTH BASKETBALL INC | ||||||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $1,005,000 | |
| PHILADELPHIA ZOO | ||||||||
| 3300 FAIRMONT AVE | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $10,000 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL FUND | $10,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1616 WALNUT ST 24TH FL | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $10,000 | |
| RAYMOND & RUTH PERELMAN JEWISH DAY SCHOOL | ||||||||
| 49 HAVERFORD ROAD | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $5,000 | |
| SCHOLARSHIP AMERICA INC | ||||||||
| PO BOX 240 | SAINT PETER | MN | 560820240 | NONE | PC | GENERAL FUND | $180,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL FUND | $50,000 | |
| ST JOHN'S COLLEGE | ||||||||
| 60 COLLEGE AVE | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL FUND | $50,000 | |
| TEACH FOR AMERICA | ||||||||
| 100 W OXFORD ST STE E3000 | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $5,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL FUND | $5,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 1020 WALNUT ST 5TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $5,000 | |
| TRAVIS MANION FOUNDATION | ||||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $130,000 | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 595 COMMONWEALTH AVENUE SUITE 700 | BOSTON | MA | 02215 | NONE | PC | GENERAL FUND | $5,000 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST RM 310 | PHILADELPHIA | PA | 191046205 | NONE | PC | GENERAL FUND | $135,000 | |
| UNITARIAN UNIV FELLOWSHIP CONEJO VALLEY | ||||||||
| 3327 OLD CONEJO ROAD | NEWBURY PARK | CA | 91320 | NONE | PC | GENERAL FUND | $25,000 | |
| UNITARIAN UNIVERSALIST CHURCH ANNAPOLIS | ||||||||
| 333 DUBOIS RD | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL FUND | $10,000 | |
| WESTMINSTER FREE CLINIC | ||||||||
| 1000 EAST JANSS ROAD | THOUSAND OAKS | CA | 91360 | NONE | PC | GENERAL FUND | $20,000 | |
| WOMEN'S WAY | ||||||||
| 123 S BROAD STREET STE 1320 | PHILADELPHIA | PA | 19109 | NONE | PC | GENERAL FUND | $191,000 | |
| YOUTHBUILD PHILADELPHIA CHARTER SCHOOL | ||||||||
| 1231 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $140,000 | |
| ZAKI GORDON MEMORIAL GIFT FUND | ||||||||
| C/O FIDELITY INVESTMENTS CHARITABLE | CINCINNATI | OH | 452770053 | NONE | PC | GENERAL FUND | $10,000 | GIFT FUND PO BOX 770001 |
| AMERICAN FRIENDS OF LIBI INC | ||||||||
| 45 BARTLETT CRESCENT | BROOKLINE | MA | 024462220 | NONE | PC | GENERAL FUND | $50,000 | |
| ANNE ARUNDEL COUNTY FOOD BANK | ||||||||
| PO BOX 650 | CROWNSVILLE | MD | 21032 | NONE | PC | GENERAL FUND | $25,000 | |
| BEYOND LITERACY | ||||||||
| 211 N 13TH ST 4TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $5,000 | |
| CANCER SUPPORT COMMUNITY | ||||||||
| 4100 CHAMOUNIX DR | PHILADELPHIA | PA | 19131 | NONE | PC | GENERAL FUND | $30,000 | |
| CARE INC | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | GENERAL FUND | $125,000 | |
| CARON TREATMENT CENTERS | ||||||||
| 401 PLYMOUTH RD STE 325 | PLYMOUTH MEETING | PA | 19462 | NONE | PC | GENERAL FUND | $5,000 | |
| CENTER FOR BLACK EDUCATOR DEVELOPMENT | ||||||||
| 7901 HIDDEN LN | ELKINS PARK | PA | 190271103 | NONE | PC | GENERAL FUND | $145,000 | |
| COLLEGE POSSIBLE | ||||||||
| 755 PRIOR AVE NORTH SUITE 210 | SAINT PAUL | MN | 55104 | NONE | PC | GENERAL FUND | $10,000 | |
| COMMON MARKET PHILADELPHIA INC | ||||||||
| 121 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $100,000 | |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUND | ||||||||
| 1700 SPRING GARDEN STREET | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL FUND | $5,000 | |
| ENERGY COORDINATING AGENCY OF PHIL INC | ||||||||
| 106 W CLEARFIELD STREET | PHILADELPHIA | PA | 191334208 | NONE | PC | GENERAL FUND | $30,000 | |
| FAMILY SUPPORT LINE OF DELAWARE CTY INC | ||||||||
| 50 SOUTH 16TH STREET STE 2400 | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $126,000 | |
| FIRST UP | ||||||||
| 1608 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $5,000 | |
| FOOD CONNECT CO | ||||||||
| 2407 GRAYS FERRY AVE | PHILADELPHIA | PA | 191462407 | NONE | PC | GENERAL FUND | $100,000 | |
| FOUNDATIONS INC | ||||||||
| 701 EAST GATE DRIVE SUITE 300 | MOUNT LAUREL | NJ | 08054 | NONE | PC | GENERAL FUND | $5,000 | |
| GRADUATE PHILADELPHIA | ||||||||
| 1635 MARKET STREET SUITE 1600 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $10,000 | |
| GREENER PARTNERS | ||||||||
| 536 GEORGE STREET | NORRISTOWN | PA | 19401 | NONE | PC | GENERAL FUND | $50,000 | |
| JEWISH NATIONAL FUND USA | ||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | NONE | PC | GENERAL FUND | $5,000 | |
| JOYFUL READERS INC | ||||||||
| 2227 S BROAD STREET | PHILADELPHIA | PA | 19148 | NONE | PC | GENERAL FUND | $50,000 | |
| LAFAYETTE COLLEGE | ||||||||
| 307 MARKLE HALL 730 HIGH STREET | EASTON | PA | 18042 | NONE | PC | GENERAL FUND | $10,000 | |
| MAKING A CHANGE GROUP | ||||||||
| PO BOX 1115 | CHESTER | PA | 190161115 | NONE | PC | GENERAL FUND | $80,000 | |
| MANNA | ||||||||
| 420 N 20TH STREET | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL FUND | $140,000 | |
| MASS GENERAL BRIGHAM INCORPORATED | ||||||||
| MGH INSTITUTE OF HEALTH PROFESSIONS | CHARLESTOWN | MA | 02129 | NONE | PC | GENERAL FUND | $5,000 | |
| PATHWAYS TO HOUSING PA | ||||||||
| 5201 OLD YORK ROAD | PHILADELPHIA | PA | 191412985 | NONE | PC | GENERAL FUND | $65,000 | |
| PENNENVIRONMENT RESEARCH & POLICY CTR | ||||||||
| 1429 WALNUT STREET | PHILADELPHIA | PA | 191023218 | NONE | PC | GENERAL FUND | $75,000 | |
| PENNSYLVANIA ENVIRONMENTAL COUNCIL | ||||||||
| 12 FEDERAL STREET | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL FUND | $50,000 | |
| PHILADELPHIA GREEN CAPITAL CORP | ||||||||
| 117 S 18TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $100,000 | |
| SAVING THE BLUE | ||||||||
| 14811 SW 139TH CT | MIAMI | FL | 331865716 | NONE | PC | GENERAL FUND | $5,000 | |
| SHARE FOOD PROGRAM INC | ||||||||
| 2901 W HUNTING PARK AVENUE | PHILADELPHIA | PA | 191291802 | NONE | PC | GENERAL FUND | $100,000 | |
| SUSTAINABILITY NEXUS | ||||||||
| 2233 GRAYS FERRY AVENUE | PHILADELPHIA | PA | 19146 | NONE | PC | GENERAL FUND | $25,000 | |
| THE FOOD TRUST | ||||||||
| 1500 JFK BLVD | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $50,000 | |
| THE FOUNDATION FOR DELAWARE COUNTY | ||||||||
| 42 E BALTIMORE AVE | MEDIA | PA | 19063 | NONE | PC | GENERAL FUND | $150,000 | |
| URBAN AFFAIRS COALITION | ||||||||
| 1207 CHESTNUT STREET 7TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $113,000 | |
| VETRI COMMUNITY PARTNERSHIP | ||||||||
| 211 N 13TH STREET SUITE 303 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $50,000 | |
| WILLIAM WAY LGBT COMMUNITY CENTER | ||||||||
| 211 N 13TH STREET SUITE 303 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,546,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,242 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,310,243 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,355,334 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 401(K) REIMBURSEMENT | Desc |
| Exclusion | $5,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,847,031 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,847,031 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL B GREEN ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E RIDGE PIKE SUITE 400 | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,099,839 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT OF CHANGES FOR AMENDED FORM 990-PF | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART IX, PAGE 8 | FormAndLineReferenceDesc |
| Medium Explanation | THE DANIEL B. AND FLORENCE E. GREEN FOUNDATION 20-1910865STATEMENT OF CHANGES FOR AMENDED FORM 990-PFTAX YEAR BEGINNING JULY 1, 2021, AND ENDING JUNE 30, 2022FORM 990-PF, RETURN OF PRIVATE FOUNDATION FOR THE DANIEL B AND FLORENCE E GREEN FOUNDATION IS BEING AMENDED TO INCLUDE INVESTMENT SECURITIES THAT WERE INADVERTENTLY OMITTED IN THE CALCULATION OF MINIMUM INVESTMENT RETURN REPORTED IN PART IX ON PAGE 8 OF THE TAX RETURN.ORIGINAL AMOUNT OF AVERAGE MONTHLY FAIR MARKET VALUE $152,181,978INVESTMENTS IN PARTNERSHIPS 9,841,385INVESTMENTS IN NOTE RECEIVABLE 13,604,966AMENDED AMOUNT OF AVERAGE MONTHLY FAIR MARKET VALU $ 175,628,329ORIGINAL MINIMUM INVESTMENT RETURN PART IX, LINE 6 $ 8,823,273INCREASE IN THE MINIMUM INVESTMENT RETURN 670,044AMENDED MINIMUM INVESTMENT RETURN AT 5% PART IX, LINE 6 $ 9,493,317ORIGINAL DISTRIBUTABLE AMOUNT AS ADJUSTED $ 8,718,353INCREASE DISTRIBUTABLE AMOUNT AS ADJUSTED 670,044AMENDED DISTRIBUTABLE AMOUNT AS ADJUSTED $ 9,388,397 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NOTE RECEIVABLE - BBR VII | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $13,054,441 | BookValueAmt |
| EOYFMV | $13,054,441 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (25 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORPORATE/AGENCY BONDS | $9,157,550 | $8,745,711 | $8,745,711 |
| FULTON FINANCIAL CORP | $1,475,650 | $1,141,250 | $1,141,250 |
| HAVERFORD - EQUITY INVESTMENTS | $22,356,485 | $20,051,958 | $20,051,958 |
| INVESTMENT IN GLOBAL OPPORTUNITY PHILA FUND I | $586,884 | $554,142 | $554,142 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS I | $305,510 | $195,656 | $195,656 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS II | $398,194 | $242,614 | $242,614 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS III | $200,210 | $307,469 | $307,469 |
| INVESTMENT IN OSAGE VENTURE PARTNERS V | $123,793 | $227,538 | $227,538 |
| INVESTMENT IN RITTENHOUSE VENTURES II, LP | $181,221 | -$62,672 | -$62,672 |
| ISRAEL BONDS | $2,000,000 | $2,000,000 | $2,000,000 |
| RADCLIFFE INTERNATIONAL SPAC | $4,888,980 | $4,761,139 | $4,761,139 |
| RADCLIFFE ULTRA SHORT DURATION | $11,313,053 | $10,896,417 | $10,896,417 |
| VANGUARD FUNDS | $95,513,210 | $81,470,841 | $81,470,841 |
| ARROWMARK GLOBAL | $52,414 | $1,947,607 | $1,947,607 |
| BRIGHTSTAR CAPITAL PARTNERS II | $304,631 | $730,518 | $730,518 |
| GOLUB CAPITAL PARTNERS 14 | $437,500 | $1,019,173 | $1,019,173 |
| HARBERT VII FUND | $592,535 | $973,040 | $973,040 |
| LIGHT STREET BEACON II | $442,000 | $430,840 | $430,840 |
| PRITZKER PRIVATE CAPITAL | $382,061 | $807,720 | $807,720 |
| RA CAPITAL HEALTHCARE | $2,000,000 | $1,407,774 | $1,407,774 |
| CMMTP-2, LP | $0 | $1,438,900 | $1,438,900 |
| 8VC IV | $0 | $394,758 | $394,758 |
| 8VC OPPORTUNITIES II | $0 | $698,924 | $698,924 |
| CONNECTONE BANCORP | $0 | $1,354,800 | $1,354,800 |
| MALTA OFFSHORE LTD | $0 | $4,732,865 | $4,732,865 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $19,635,409 |
| BOOK TO TAX DIFFERENCES | $510,226 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (28 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ORDINARY LOSS FROM K1 - RITTENHOUSE VENTURES II | $69 | $69 | $0 |
| BANK SERVICE CHARGES | $200 | $0 | $200 |
| MEALS & ENTERTAINMENT | $295 | $0 | $295 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS I | $437 | $437 | $0 |
| EXPENSES FROM K1 - HARBERT US REAL ESTATE FUND VII FEEDER LP | $596 | $596 | $0 |
| SUPPLIES EXPENSE | $631 | $0 | $631 |
| MISCELLANEOUS EXPENSE | $861 | $0 | $861 |
| EXPENSES FROM K1 - 8VC OPPORTUNITIES FUND II, LP | $1,076 | $1,076 | $0 |
| COMPUTER EXPENSE | $1,944 | $0 | $1,944 |
| TELEPHONE EXPENSE | $2,600 | $0 | $2,600 |
| EQUIPMENT | $4,735 | $0 | $4,735 |
| EXPENSES FROM K1 - 8VC FUND IV LP | $5,248 | $5,248 | $0 |
| EXPENSES FROM K1 - RITTENHOUSE VENTURES II | $6,639 | $6,639 | $0 |
| PAYROLL FEES | $8,471 | $0 | $8,980 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS II | $9,432 | $9,432 | $0 |
| EXPENSES FROM K1 - LIGHT STREET BEACON II LP | $11,160 | $11,160 | $0 |
| DUES AND SUBSCRIPTIONS | $11,528 | $0 | $11,528 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS III | $11,536 | $11,536 | $0 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS V | $13,518 | $13,518 | $0 |
| CONSULTING FEES | $18,751 | $0 | $18,751 |
| INSURANCE EXPENSE | $19,477 | $0 | $19,477 |
| PROGRAM EXPENSES | $20,561 | $0 | $20,561 |
| EXPENSES FROM K1 - PPC III-A LP | $28,821 | $28,821 | $0 |
| EXPENSES FROM K1 - GLOBAL OPPORTUNITIES FUND | $34,763 | $34,763 | $0 |
| PROFESSIONAL FEES | $45,580 | $0 | $45,580 |
| EXPENSES FROM K1 - BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP | $52,350 | $52,350 | $0 |
| SEMINARS/RETREAT | $90,732 | $0 | $90,732 |
| INVESTMENT MANAGEMENT FEES | $123,008 | $123,008 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 401(K) REIMBURSEMENT | Desc |
| Revenue And Expenses Per Books | $5,035 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,035 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,035 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| Amt | $215,248 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| FIRSTRUST BANK | |||
| 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 |
| SEMPERVERDE HOLDING COMPANY | |||
| 1 WALNUT GROVE DRIVE | HORSHAM | PA | 19044 |
| RANCHO SANTA FE THRIFT AND LOAN ASSOCIATION | |||
| 1001 W SAN MARCOS BLVD SUITE 140 | SAN MARCOS | CA | 92069 |
| RICHARD J GREEN | |||
| 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 |
| DANIEL B GREEN | |||
| 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $70,000 | $0 | $0 |
| PA BCO | $15 | $0 | $15 |
| PAYROLL TAXES | $44,186 | $0 | $44,186 |