DANIEL B AND FLORENCE E GREEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL B AND FLORENCE E GREEN FOUNDATION (EIN 20-1910865)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-22
- IRS object ID
- 202140539349100624
- Schema version
- 2019v5.2
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-22T16:40:04-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 NO 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 | 2021-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD W DORAN CPA | PreparerPersonNm |
| PTIN | P00841330 | PTIN |
| Phone | 6106684200 | PhoneNum |
| Preparation | 2021-02-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $161,724,310 | 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 | $26,698,808 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $367,144 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $367,144 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,594,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,594,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,653,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,633,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,653,475 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $11 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $11 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $32,314,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,615,521 | 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 |
| Taxes Rev And Expnss | $120,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $196 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $311,591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,398 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $237,193 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $431,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $237,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,857,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,857,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,289,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,095,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,024,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,540,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,406,976 | CashBOYAmt |
| Cash EOY | $25,079,756 | CashEOYAmt |
| Cash EOYFMV | $25,079,756 | CashEOYFMVAmt |
| Other Investments BOY | $18,221,729 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,057,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,057,194 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $87,418,825 | OtherAssetsBOYAmt |
| Other Assets EOY | $119,587,360 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $119,587,360 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $134,047,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,724,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $161,724,310 | 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 | $134,047,530 | RetainedEarningBOYAmt |
| Retained Earning EOY | $161,724,310 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,047,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,724,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $134,047,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $161,724,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,047,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,024,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,704,720 | OtherIncreasesAmt |
| Subtotal | $161,777,181 | SubtotalAmt |
| Other Decreases | $52,871 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $161,724,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $10,053,002 | $8,981,709 | $1,071,293 | $1,071,293 | |
| FROM K-1 OSAGE UNIVERSITY PARTNERS I LP | -$4,161 | -$4,161 | P | ||
| FROM K-1 OSAGE UNIVERSITY PARTNERS I LP | $10,132 | $10,132 | P | ||
| FROM K-1 OSAGE UNIVERSITY PARTNERS II LP | $1,830 | $1,830 | P | ||
| FROM K-1 OSAGE UNIVERSITY PARTNERS II LP | -$2,624 | -$2,624 | P | ||
| FROM K-1 RITTENHOUSE VENTURES II LP | -$3,509 | -$3,509 | P | ||
| FROM K-1 RITTENHOUSE VENTURES II LP | -$4 | -$4 | P | ||
| CAPITAL GAINS DIVIDENDS | $1,580,518 | $1,580,518 | $1,580,518 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,653,475 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,674,105 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $120,739,677 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038712 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,108,980 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $98,882,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021328 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $159,274 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $56,335,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.002827 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $840,330 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,085,865 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046463 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,521,194 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,532,666 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.131903 | DistributionYr5Rt |
| Total Distribution | 0.241233 | TotalDistributionRt |
| Average Distribution | 0.048247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $149,880,951 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,231,306 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55,409 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,286,715 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,095,008 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $110,819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $110,819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $110,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130,450 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $140,450 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,631 | OverpaymentAmt |
| Applied To ES Tax | $29,631 | 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 | 0 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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
| 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 | $158,620 | 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 | $118,833,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,330,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $152,163,402 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $152,163,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,282,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $149,880,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,494,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,494,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $110,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $110,819 | TotalTaxAmt |
| Distributable Before Adj | $7,383,229 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,383,229 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,383,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,095,008 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,095,008 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,095,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,383,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,797,510 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,095,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,797,510 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $297,498 | 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 | $7,085,731 | 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 (105 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 | $1,000 | |
| AMIT | ||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL FUND | $10,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $10,000 | |
| CARITAS SOCIETY OF ST JOHN'S | ||||||||
| 60 COLLEGE AVE | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL FUND | $30,000 | |
| CITY YEAR PHILA | ||||||||
| 211 N 13TH STREET SUITE 100 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $260,000 | |
| CLEAN AND SOBER MEDIA | ||||||||
| 141 E SPRING AVE | ARDMORE | PA | 19003 | NONE | PC | GENERAL FUND | $5,000 | |
| CONTRIBUTIONS UNDER 1000 TO QUALIFIED ORGANIZATIONS | ||||||||
| 15 EAST RIDGE PIKE 5TH FLOOR | CONSHOHOCKEN | PA | 19428 | NONE | PC | GENERAL FUND | $200 | |
| ECKE FAMILY YMCA YMCA OF SAN DIEGO COUNTY | ||||||||
| 200 SAXONY RD | ENCINITAS | CA | 92024 | NONE | PC | GENERAL FUND | $10,000 | |
| EMILY'S ENTOURAGE | ||||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | PC | GENERAL FUND | $5,000 | |
| FOUNDATION FOR ANIMAL CARE & EDUCATION (FACE) | ||||||||
| 10455 SORRENTO VALLEY RD | SAN DIEGO | CA | 92121 | NONE | PC | GENERAL FUND | $10,000 | |
| FRANKLIN INSTITUTE | ||||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $24,000 | |
| FRIENDS CENTRAL SCHOOL | ||||||||
| 1101 CITY AVE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $51,000 | |
| FUTURE LEGENDS | ||||||||
| PO BOX 2412 | RANCHO SANTA FE | CA | 920672412 | NONE | PC | GENERAL FUND | $15,000 | |
| 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 | $5,000 | |
| JACK BARRACK ACADEMY | ||||||||
| 272 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL FUND | $5,000 | |
| JEWISH FAMCHILDRENS SVC PHILA | ||||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 191031300 | NONE | PC | GENERAL FUND | $1,000 | |
| JEWISH FEDERATION GREATER PHILADELPHIA | ||||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $568,000 | |
| JEWISH RELIEF AGENCY | ||||||||
| 225 E CITY AVE | BALA CYNWYD | PA | 19004 | NONE | PC | GENERAL FUND | $18,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 550 N BROADWAY STE 732 | BALTIMORE | MD | 21205 | NONE | PC | EDASCH - 11/24/20 04:30PM WORKSHEET PRIVATE FOUNDATION | $100,000 | |
| KENYON COLLEGE | ||||||||
| OFFICE OF DEVELOPMENT COLLEGE | GAMBIER | OH | 43022 | NONE | PC | GENERAL FUND | $30,000 | RELATIONS BUILDING |
| LANKENAU MEDICAL CENTER FOUNDATION | ||||||||
| 100 E LANCASTER AVE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $35,000 | |
| LAUREL HOUSE | ||||||||
| PO BOX 764 | NORRISTOWN | PA | 19404 | NONE | PC | GENERAL FUND | $55,000 | |
| MANNA CONEJO VALLEY FOOD DISTRICT | ||||||||
| PO BOX 1114 | THOUSAND OAKS | CA | 913580114 | NONE | PC | GENERAL FUND | $125,000 | |
| MERCY MEDICAL ANGELS | ||||||||
| 4620 HAYGOOD ROAD STE 1 | VIRGINIA BEACHC | VA | 23455 | NONE | PC | GENERAL FUND | $45,000 | |
| MINDING YOUR MIND | ||||||||
| 124 SIBLEY AVE | ARDMORE | PA | 19003 | NONE | PC | GENERAL FUND | $30,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL FUND | $7,500 | |
| NEXT GENERATION MEN | ||||||||
| 115 MARTIN LUTHER KING JR DR SW | ATLANTA | GA | 30303 | NONE | PC | GENERAL FUND | $5,200 | SUITE 304 |
| OPERATION NEW VIEW | ||||||||
| CENTRAL OFFICE 1473 CENTRAL AVENUE | DUBUQUE | IA | 520014853 | NONE | PC | GENERAL FUND | $100,000 | |
| PHILA RONALD MCDONALD HOUSE | ||||||||
| 3925 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $100,000 | |
| PHILADELPHIA ANIMAL WELFARE SOCIETY | ||||||||
| 100 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $50,000 | |
| PHILADELPHIA FOUNDATION | ||||||||
| 1835 MARKET STREET STE 2410 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $100,000 | |
| PHILADELPHIA ZOO | ||||||||
| 3300 FAIRMONT AVE | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $15,000 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL FUND | $7,500 | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| 4275 CAMPUS POINT CT | SAN DIEGO | CA | 92121 | NONE | PC | GENERAL FUND | $10,000 | |
| ST JOHN'S COLLEGE | ||||||||
| 60 COLLEGE AVE | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL FUND | $30,000 | |
| SUPPORT CENTER - CHILD ADVOCATE | ||||||||
| 1617 JFK BLVD SUITE 1200 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $5,000 | |
| TEAM IMPACT | ||||||||
| 500 VICTORY RD 4TH FL | QUINCY | MA | 02171 | NONE | PC | GENERAL FUND | $25,000 | |
| THE HAVERFORD SCHOOL | ||||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | NONE | PC | GENERAL FUND | $30,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 1020 WALNUT ST 5TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $651,000 | |
| TRAVIS MANION FOUNDATION | ||||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $20,000 | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 595 COMMONWEALTH AVENUE SUITE 700 | BOSTON | MA | 02215 | NONE | PC | GENERAL FUND | $5,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $130,000 | |
| VANGUARD CHARITABLE ENDOWMENT | ||||||||
| PO BOX 9509 | WARWICK | RI | 02889 | NONE | PC | GENERAL FUND | $1,500,000 | |
| WOMEN'S WAY | ||||||||
| 123 S BROAD STREET STE 1320 | PHILADELPHIA | PA | 19109 | NONE | PC | GENERAL FUND | $70,000 | |
| WORLD AFFAIRS COUNCIL OF PHILADELPHIA | ||||||||
| 1 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $30,000 | |
| ZAKI GORDON MEMORIAL GIFT FUND | ||||||||
| C/O FIDELITY INVESTMENTS CHARITABLE | CINCINNATI | OH | 452770053 | NONE | PC | GENERAL FUND | $10,000 | GIFT FUND PO BOX 770001 |
| A MEANINGFUL PURPOSE | ||||||||
| 5075 SPRUCE AVENUE | EGG HARBOR TOWNSHIP | NJ | 08234 | NONE | PC | GENERAL FUND | $25,000 | |
| AJ FOUNDATION FOR CHILDREN WITH AUTISM | ||||||||
| PO BOX 234 | WYCOMBE | PA | 18980 | NONE | PC | GENERAL FUND | $5,000 | |
| ALLIANCE FOR DECISION EDUCATION INC | ||||||||
| 1 BELMONT AVE UNIT 610 | BALA CYNWYD | PA | 19004 | NONE | PC | GENERAL FUND | $25,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1818 MARKET ST | PHILADELPHIA | PA | 19103 | NONE | GENERAL FUND | $1,000 | ||
| ANTI-DEFAMATION LEAGUE | ||||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $100,000 | |
| BALL PROJECT INC | ||||||||
| 6900 GRAY ROAD | INDIANAPOLIS | IN | 46237 | NONE | PC | GENERAL FUND | $1,500 | |
| BARBARA BUSH FOUNDATION-FAMILY LITERACY | ||||||||
| 516 NORTH ADAMS STREET | TALLAHASSE | FL | 32301 | NONE | PC | GENERAL FUND | $15,000 | |
| BROAD STREET MINISTRY | ||||||||
| 315 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $40,000 | |
| CARING FOR FRIENDS | ||||||||
| 12271 TOWNSEND RD | PHILADELPHIA | PA | 19154 | NONE | PC | GENERAL FUND | $100,000 | |
| CARON TREATMENT CENTERS | ||||||||
| 243 N GALEN HALL RD | WERNERSVILLE | PA | 19565 | NONE | PC | GENERAL FUND | $5,000 | |
| CDC FOUNDATION | ||||||||
| 600 PEACHTREE STREET SUTIE 1000 | ATLANTA | GA | 30308 | NONE | PC | GENERAL FUND | $30,000 | |
| CENTER FOR LITERACY INC | ||||||||
| 1420 PINE ST | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $25,000 | |
| CHARITY NAVIGATOR | ||||||||
| 299 MARKET STREET SUTIE 250 | SADDLE BROOK | NJ | 07663 | NONE | PC | GENERAL FUND | $5,000 | |
| COUNCIL FOR RELATIONSHIPS INC | ||||||||
| 4025 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $100,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PC | GENERAL FUND | $25,000 | |
| EAGLES AUTISM CHALLENGE | ||||||||
| ONE NOVA CARE WAY | PHILADELPHIA | PA | 19145 | NONE | PC | GENERAL FUND | $1,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL FUND | $19,000 | |
| FAIR FIGHT INITIATIVE | ||||||||
| 410 EAST BAY STREET SUITE 2 | SAVANNAH | GA | 31401 | NONE | PC | GENERAL FUND | $9,000 | |
| FEDERATION HOUSING INC | ||||||||
| 8900 ROOSEVELT BOULEVARD | PHILADELPHIA | PA | 19115 | NONE | PC | GENERAL FUND | $1,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUND | $35,300 | |
| FOUNDATION FOR WOMENS CANCER | ||||||||
| 230 W MONROE ST 710 | CHICAGO | IL | 60606 | NONE | PC | GENERAL FUND | $1,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | GENERAL FUND | $3,600 | |
| GREATER PHILADELPHIA FILM OFFICE | ||||||||
| 1515 ARCH STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $10,000 | |
| HARLEM LACROSSE & LEADERSHIP CORPORATION | ||||||||
| 8 WEST 126TH STREET | NEW YORK | NY | 10027 | NONE | PC | GENERAL FUND | $10,000 | |
| JAFCO | ||||||||
| 215 N PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19004 | NONE | PC | GENERAL FUND | $2,000 | |
| KELLMAN BROWN ACADEMY A NEW JERSEY CORP | ||||||||
| 1007 LAUREL OAK RD | VOORHEES | NJ | 08043 | NONE | PC | GENERAL FUND | $5,000 | |
| MAIN LINE REFORM TEMPLE | ||||||||
| 410 MONTGOMERY AVE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $15,500 | |
| MAKE THE WORLD BETTER FOUNDATION-PHLADELPHIA | ||||||||
| 227 W THOMPSON STREET UNIT A | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $20,000 | |
| MEALS ON WHEELS AMERICA | ||||||||
| 6500 TABOR AVE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL FUND | $30,000 | |
| MISSION KIDS | ||||||||
| 180 W GERMANTOWN AVE | EAST NORRITON | PA | 19401 | NONE | PC | GENERAL FUND | $25,000 | |
| MITZVAH CIRCLE FOUNDATION | ||||||||
| 2562 BOULEVARD OF THE GENERALS 100 | NORRISTOWN | PA | 19403 | NONE | PC | GENERAL FUND | $25,000 | |
| MOVEMENT ALLIANCE PROJECT | ||||||||
| 924 CHERRY ST | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $3,000 | |
| NAACP LEGAL DEFENSE & EDUCATION FUND | ||||||||
| 40 RECTOR STREET 5 | NEW YORK | NY | 10006 | NONE | PC | GENERAL FUND | $14,000 | |
| NATIONAL CENTER FOR JEWISH FILM INC | ||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NONE | PC | GENERAL FUND | $5,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 S INDEPENDENCE MALL | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $10,000 | |
| ONE2ONE USA FOUNDATION | ||||||||
| PO BOX 727 | SHORT HILLS | NJ | 07078 | NONE | PC | GENERAL FUND | $110,000 | |
| PHILADELPHIA BAIL FUND | ||||||||
| PO BOX 22316 | PHILADELPHIA | PA | 19110 | NONE | PC | GENERAL FUND | $5,000 | |
| THE PHILADELPHIA CITIZEN | ||||||||
| 2400 MARKET STREET SUITE 269 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $10,000 | |
| PHILADELPHIA MUSEUM OF ART | ||||||||
| 2600 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL FUND | $5,000 | |
| PHILADELPHIA THEATRE COMPANY | ||||||||
| 480 S BROAD STREET | PHILADELPHIA | PA | 19146 | NONE | PC | GENERAL FUND | $20,000 | |
| PHILADELPHIA YOUTH BASKETBALL INC | ||||||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $25,000 | |
| PIDC COMMUNITY CAPITAL | ||||||||
| 1500 MARKET STREET SUITE 3500 W | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $250,000 | |
| POLICE ATHLETIC LEAGUE OF PHILADELPHIA | ||||||||
| 3068 BELGRADE STREET | PHILADELPHIA | PA | 191345034 | NONE | PC | GENERAL FUND | $7,500 | |
| QUINTESSENCE THEATRE COMPANY | ||||||||
| 7137 GERMANTOWN AVE | PHILADELPHIA | PA | 19119 | NONE | PC | GENERAL FUND | $5,000 | |
| RAYMOND & RUTH PERELMAN JEWISH DAY SCHOOL | ||||||||
| 49 HAVERFORD ROAD | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $5,000 | |
| READING PARTNERS | ||||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | NONE | PC | GENERAL FUND | $10,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9 | NEW YORK | NY | 10003 | NONE | PC | GENERAL FUND | $2,500 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 6969 SILVER CREST ROAD | NAZARETH | PA | 18064 | NONE | PC | GENERAL FUND | $50,000 | |
| THE GREATER NEW ORLEANS FOUNDATION | ||||||||
| 919 ST CHARLES AVE | NEW ORLEANS | LA | 70130 | NONE | PC | GENERAL FUND | $50,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL FUND | $1,000 | |
| UNITARIAN UNIV FELLOWSHIP CONEJO VALLEY | ||||||||
| 3327 OLD CONEJO ROAD | NEWBURY PARK | CA | 91320 | NONE | PC | GENERAL FUND | $45,000 | |
| UNITARIAN UNIVERSALIST CHURCH ANNAPOLIS | ||||||||
| 333 DUBOIS RD | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL FUND | $10,000 | |
| UNITED NATIONS FOUNDATION | ||||||||
| 320 EAST 43RD STREET 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $7,500 | |
| WHY NOT PROSPER INC | ||||||||
| 717 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | NONE | PC | GENERAL FUND | $3,000 | |
| WOMENS GLOBAL EMPOWERMENT FUND | ||||||||
| PO BOX 6283 | DENVER | CO | 80206 | NONE | PC | GENERAL FUND | $25,000 | |
| YOUTHBUILD PHILADELPHIA CHARTER SCHOOL | ||||||||
| 1231 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $50,000 | |
| PHILADELPHIA HOLOCAUST REMEMBERANCE FOUND INC | ||||||||
| 1617 JFK BLVD SUITE 1855 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,857,800 | 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 | $367,144 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,594,902 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,653,475 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,615,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,615,532 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ARLIN S GREEN | ||||||
| 1 | 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 | $19,000 | Yes (X) |
| FIRSTRUST SAVINGS BANK | ||||||
| 2 | 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 | $26,400,000 | Yes (X) |
| DANIEL B GREEN | ||||||
| 3 | 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 | $279,808 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK CERTIFICATE OF DEPOSIT #1 | FMV | $807,610 | $807,610 |
| FIRSTRUST BANK CERTIFICATE OF DEPOSIT | FMV | $1,040,452 | $1,040,452 |
| NOTE RECEIVABLE - BBR VII | FMV | $15,209,132 | $15,209,132 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (10 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS I | $299,054 | $319,628 | $319,628 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS II | $346,742 | $359,379 | $359,379 |
| INVESTMENT IN RITTENHOUSE VENTURES II, LP | $209,806 | $162,778 | $162,778 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS III | $40,000 | $119,479 | $119,479 |
| INVESTMENT IN GLOBAL OPPORTUNITY PHILA FUND I | $50,000 | $192,726 | $192,726 |
| VANGUARD FUNDS | $69,860,362 | $86,165,039 | $86,165,039 |
| RADCLIFFE ULTRA SHORT DURATION | $5,302,825 | $10,692,621 | $10,692,621 |
| HAVERFORD - EQUITY INVESTMENTS | $11,310,036 | $16,563,070 | $16,563,070 |
| CORPORATE/AGENCY BONDS | $0 | $4,976,390 | $4,976,390 |
| INVESTMENT IN OSAGE VENTURE PARTNERS V | $0 | $36,250 | $36,250 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ASU 2016-01 ADJUSTMENT | $30,356 |
| BOOK TO TAX DIFFERENCES | $22,515 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $61,050 | $0 | $61,050 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS I | $420 | $420 | $0 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS II | $11,572 | $11,572 | $0 |
| EXPENSES FROM K1 - RITTENHOUSE VENTURES II | $7,391 | $7,391 | $0 |
| MANAGEMENT FEES | $31,990 | $31,990 | $0 |
| DUES AND SUBSCRIPTIONS | $750 | $0 | $750 |
| SUPPLIES EXPENSE | $1,105 | $0 | $1,105 |
| ORDINARY LOSS FROM K1 - RITTENHOUSE VENTURES II | $2,499 | $2,499 | $0 |
| MISCELLANEOUS EXPENSE | $2,016 | $2,016 | $0 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS III | $10,651 | $10,651 | $0 |
| EXPENSES FROM K1 - GLOBAL OPPORTUNITIES FUND | $7,859 | $7,859 | $0 |
| BANK SERVICE CHARGE | $23 | $0 | $23 |
| PROMOTIONAL FEES | $5,500 | $0 | $5,500 |
| SEMINARS | $1,095 | $0 | $1,095 |
| CONSULTING FEES | $167,670 | $0 | $167,670 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $1,603,624 |
| ACCRUED INTEREST | $101,096 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $119,807 | $0 | $0 |
| PA BCO | $15 | $0 | $15 |
| FOREIGN TAXES | $196 | $196 | $0 |