2025-05-15T10:56:51-05:00 2024-12-31 231885983 Joseph P Melvin Company PC 204 Old Lancaster Road Devon PA 19333 990PF 2024-01-01 387016980 The Vert Charitable Trust UA 12222011 VERT 2158360392 8848 Montgomery Avenue Wyndmoor PA 190388310 Lon Greenberg Trustee 2158360392 2025-05-15 1 1 Ryan Melvin P01291789 6106874150 2024 2025-03-06 01:10:19Z X 29982011 X 2785531 97036 97036 639014 639014 1584346 4980678 1584346 5105927 2320396 0 0 0 7844 7844 0 73779 73779 0 81623 81623 0 1035000 1035000 1116623 81623 1035000 3989304 2238773 361545 256328 256328 626869 220091 2238382 4702138 6577277 6562625 15083134 14350204 20924676 20773686 21403900 29982011 0 0 X 0 0 0 0 20773686 21403900 20773686 21403900 20773686 21403900 20773686 3989304 0 24762990 3359090 21403900 GS #51893-0 - ST Covered P 2024-01-01 2024-12-31 6345 5511 834 834 GS #51893-0 - LT Covered P 2024-01-01 2024-12-31 768255 656116 112139 112139 GS #51896-3 - LT Covered P 2024-01-01 2024-12-31 1709232 567177 1142055 1142055 GS #67461-8 - ST Covered P 2024-01-01 2024-12-31 842537 932842 -90305 -90305 GS #67461-8 - LT Covered P 2024-01-01 2024-12-31 985237 787948 197289 197289 GS #68048-2 - LT Covered P 2024-01-01 2024-12-31 38854 38738 116 116 GS #68048-2 - US Treasury Notes P 2024-01-01 2024-12-31 408000 408000 0 0 GS #51894-8 - Class action recovery - AI RBUS SE P 2024-01-01 2024-09-30 97 97 97 Capital Gains Dividends P 222121 222121 222121 1584346 31119 0 31119 0 31119 32305 0 0 0 32305 294 892 892 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 None Lon and Bonnie Greenberg 2158360392 8848 Montgomery Avenue Wyndmoor PA 190388310 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Lon R Greenberg 8848 Montgomery Avenue Wyndmoor PA 190388310 Trustee 1.00 0 0 0 Bonnie Greenberg 8848 Montgomery Avenue Wyndmoor PA 190388310 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 27226974 308936 0 27535910 0 0 27535910 413039 27122871 1356144 1356144 31119 31119 1325025 0 1325025 0 1325025 1035000 0 1035000 1325025 1034107 0 0 1035000 1034107 0 0 893 0 0 0 0 0 0 0 0 1324132 0 0 0 X African Family Health Organization 4415 Chestnut Street 202 Philadelphia PA 19101 Public Charity To promote and support the medical purpose pursuant to Section 501(c)(3) of the recipient. 1000 After School Activities Partnership (ASAP) 1520 Locust Street 1104 Philadelphia PA 19102 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 20000 Alumni Association of Central High School PO Box 26580 Philadelphia PA 19141 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 50000 CEIBA Philadelphia 174 Diamond Street Philadelphia PA 19122 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 1000 Children's Crisis Treatment Center (CCTC) 1080 N Delaware Ave 600 Philadelphia PA 19125 Public Charity To promote and support the medical purpose pursuant to Section 501(c)(3) of the recipient. 30000 Children's Literacy Initiative 990 Spring Garden Street Philadelphia PA 19123 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 20000 Children's Scholarship Fund Philadelphia 100 South Broad Street Suite 1200 Philadelphia PA 19110 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 20000 Ensemble Arts Philly 300 S Broad Street Philadelphia PA 19102 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 10000 Fairmount Park Conservancy The Ohio House 4700 States Dr Philadelphia PA 19131 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 40000 First Up 1608 Walnut Street Suite 300 Philadelphia PA 19103 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 25000 Free Library of Philadelphia Foundation 1901 Vine Street Suite 111 Philadelphia PA 19103 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 25000 Fresh Artists 310 Scotts Ln Bldg 30 Suite 3014 Philadelphia PA 19129 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 20000 Friends Select School 17th the Parkway Philadelphia PA 19130 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 25000 HopePHL (Formerly People's Emergency Center) 325 N 39th Street Philadelphia PA 19104 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 15000 Lutheran Settlement House 1340 Frankford Avenue Philadelphia PA 19125 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 10000 Make A Wish Foundation 1 Valley Square Suite 133 Blue Bell PA 19422 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 30000 Mann Center for the Performing Arts 5201 Parkside Ave Philadelphia PA 19131 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 40000 Mighty Writers 1501 Christian Street Philadelphia PA 19146 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 25000 Neighborhood Garden Trust 100 N 20th Street 500 Philadelphia PA 19103 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 33000 Opera Philadelphia 1420 Locust Street 210 Philadelphia PA 19102 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 15000 Pennsylvania Academy of Fine Arts (PAFA) 118-128 N Broad Street Philadelphia PA 19102 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 5000 Philadelphia Children's Alliance 42 South 15th Street Suite 300 Philadelphia PA 19102 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 30000 Philadelphia Outward Bound 3250 Sedgley Drive Philadelphia PA 19130 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 30000 Philadelphia Youth Basketball 4250 Wissahickon Ave Philadelphia PA 19129 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 5000 Play On Philly 1520 Locust Street Philadelphia PA 19102 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 25000 Playworks Education Energized 1518 Walnut Street Philadelphia PA 19102 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 30000 Project Home 1515 Fairmount Ave Philadelphia PA 19130 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 30000 Reading Allowed 275 S 19th Street Suite 600 Philadelphia PA 19103 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 20000 Settlement Music School 416 Queen Street Philadelphia PA 19147 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 40000 Sunrise Association 11 Neil CT Oceanside NJ 11572 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 20000 Temple University 1801 North Broad Street Philadelphia PA 19122 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 110000 Temple University Hospital 1801 North Broad Street Philadelphia PA 19122 Public Charity To promote and support the medical purpose pursuant to Section 501(c)(3) of the recipient. 25000 The Mural Arts Program 1727-29 Mt Vernon Street Philadelphia PA 19130 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 5000 The Philadelphia Ballet 323 North Broad Street Philadelphia PA 19107 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 5000 The Trust for Public Lands 101 Montgomery Street Suite 900 San Francisco CA 94104 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 35000 The Welcoming Center 211 N 13th Street - 4th Floor Philadelphia PA 19107 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 10000 Thomas Jefferson University Health 901 Walnut Street Philadelphia PA 19107 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 20000 Tree House Books 1430 W Susquehanna Ave Philadelphia PA 19121 Public Charity To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. 20000 United Way of Greater Philadelphia and Southern New Jersey 1709 Benjamin Franklin Parkway Philadelphia PA 19103 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 50000 Uplift Center for Grieving Children 3300 Henery Ave Suite 102 Philadelphia PA 19129 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 25000 Valley Youth House 1500 Samsom Street 300A Philadelphia PA 19102 Public Charity To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 40000 1035000 0 14 97036 14 639014 14 1584346 0 2320396 0 2320396 0 0 0 0 0 0 0 0 0 0 X X 1 Lon & Bonnie Greenberg 8848 Montgomery Avenue Wyndmoor PA 190388310 1212775 X 2 Lon & Bonnie Greenberg 8848 Montgomery Avenue Wyndmoor PA 190388310 1572756 X 1 5,000 shs Cencora Inc 1212775 2024-08-05 2 Basket of securities (details available upon request) 1572756 2024-12-18 GS #893-0 Fixed income 4079796 3992353 GS #048-2 Gov/corp fixed income 2497481 2570272 GS #896-3 US stocks 220091 2238382 GS #893-0 Public equities AT COST 12699113 18815606 GS #896-3 US equities AT COST 1716 1759 GS #461-8 US equities AT COST 1649375 2107311 Book to tax difference on sale of donated securities 3359090 Goldman Sachs management/investment fees 73779 73779 0 Foreign tax withheld 7844 7844 0