DANIEL B AND FLORENCE E GREEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL B AND FLORENCE E GREEN FOUNDATION (EIN 20-1910865)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-14
- IRS object ID
- 201903189349103220
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T15:47:03-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-11-05 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.19.81.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 13:46:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E52E046725338DA4018A93B7C9D3A9FAC4D221C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6F5E122520672467B6D0583EE62F45BA413AF75C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,047,530 | 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 | $23,020,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $232,836 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $232,836 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,323,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,323,243 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,195,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,666,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,195,674 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,771,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,751,753 | 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 | $144,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $177 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $211,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,715 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $147,860 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $355,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $147,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,526,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,526,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,881,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,674,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,889,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,687,861 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,549,912 | CashBOYAmt |
| Cash EOY | $28,406,976 | CashEOYAmt |
| Cash EOYFMV | $28,406,976 | CashEOYFMVAmt |
| Other Investments BOY | $18,016,411 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,221,729 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,221,729 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $79,030,158 | OtherAssetsBOYAmt |
| Other Assets EOY | $87,418,825 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $87,418,825 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $107,596,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,047,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,047,530 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $107,596,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $134,047,530 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,596,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,047,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,596,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,047,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,596,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,889,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,561,215 | OtherIncreasesAmt |
| Subtotal | $134,047,530 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,047,530 | 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 | $10,804,044 | $11,505,217 | -$701,173 | -$701,173 | |
| FROM K-1 OSAGE UNIVERSITY PARTNERS I | -$8 | -$8 | P | ||
| FROM K-1 OSAGE UNIVERSITY PARTNERS I | -$14,795 | -$14,795 | P | ||
| FROM K-1 OSAGE UNIVERSITY PARTNERS II | $582 | $582 | P | ||
| FROM K-1 OSAGE UNIVERSITY PARTNERS II | $48,195 | $48,195 | P | ||
| FROM K-1 RITTENHOUSE VENTURES II | $202 | $202 | P | ||
| FROM K-1 RITTENHOUSE VENTURES II | -$8 | -$8 | P | ||
| CAPITAL GAINS DIVIDENDS | $1,862,679 | $1,862,679 | $1,862,679 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,195,674 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,108,980 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $98,882,090 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021328 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $159,274 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,335,472 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.002827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $840,330 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,085,865 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046463 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,521,194 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,532,666 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.131903 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $529,375 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,648,059 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045447 | DistributionYr5Rt |
| Total Distribution | 0.247968 | TotalDistributionRt |
| Average Distribution | 0.049594 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $120,739,677 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,987,964 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,879 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,024,843 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,674,105 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,757 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,757 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $84,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,643 | OverpaymentAmt |
| Applied To ES Tax | $10,643 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $100,718,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,859,857 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,578,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,578,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,838,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,739,677 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,036,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,036,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,757 | TotalTaxAmt |
| Distributable Before Adj | $5,963,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,963,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,963,227 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,674,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,674,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,674,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,963,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,508,388 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,674,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,508,388 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $165,717 | 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 | $5,797,510 | 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 (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMIT | ||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL FUND | $10,000 | |
| AUBURN THEOLOGICAL SEMINARY | ||||||||
| 475 RIVERSIDE DR | NEW YORK | NY | 10115 | NONE | PC | GENERAL FUND | $5,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL FUND | $3,000 | |
| CARITAS SOCIETY OF ST JOHN'S | ||||||||
| 60 COLLEGE AVE | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL FUND | $10,000 | |
| CITY YEAR PHILA | ||||||||
| 211 N 13TH STREET SUITE 100 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $150,000 | |
| 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 | $1,800 | |
| 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 | |
| EMORY UNIVERSITY | ||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PC | GENERAL FUND | $30,000 | |
| EXPERIENCE CAMPS | ||||||||
| 136 SUITE 207 | WESTPORT | CT | 06880 | NONE | PC | GENERAL FUND | $10,000 | |
| 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 | $15,000 | |
| FRIENDS CENTRAL SCHOOL | ||||||||
| 1101 CITY AVE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $25,000 | |
| FRIENDS OF SAN PASQUAL ACADEMY INC | ||||||||
| PO BOX 8202 | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL FUND | $1,000 | |
| FUTURE LEGENDS | ||||||||
| PO BOX 2412 | RANCHO SANTA FE | CA | 920672412 | NONE | PC | GENERAL FUND | $30,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 37TH AND O ST NW | WASHINGTON | DC | 20057 | NONE | PC | GENERAL FUND | $10,000 | |
| GREATER PHILA COALITION AGAINST HUNGER | ||||||||
| 123 CHESTNUT ST STE 401 | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $5,000 | |
| GRIER SCHOOL | ||||||||
| 2522 GRIER SCHOOL RD | TYRONE | PA | 16686 | NONE | PC | GENERAL FUND | $15,000 | |
| HAR ZION TEMPLE | ||||||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | NONE | PC | GENERAL FUND | $11,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| 117 WESTERN AVE | BOSTON | MA | 02163 | NONE | PC | GENERAL FUND | $50,000 | |
| HARVARD COLLEGE | ||||||||
| 40 OXFORD ST | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL FUND | $1,000 | |
| HOSPICE OF THE CONEJO | ||||||||
| 80 E HILLCREST DR STE 204 | THOUSAND OAKS | CA | 91360 | NONE | PC | GENERAL FUND | $10,000 | |
| IHM CENTER FOR LITERACY & GED | ||||||||
| 7341 COTTAGE ST | PHILADELPHIA | PA | 19136 | NONE | PC | GENERAL FUND | $10,000 | |
| JACK BARRACK ACADEMY | ||||||||
| 272 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL FUND | $2,000 | |
| JEWISH ADOPTION & FOSTER CARE | ||||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | NONE | PC | GENERAL FUND | $2,000 | |
| JEWISH FEDERATION GREATER PHILADELPHIA | ||||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $200,500 | |
| JEWISH RELIEF AGENCY | ||||||||
| 225 E CITY AVE | BALA CYNWYD | PA | 19004 | NONE | PC | GENERAL FUND | $5,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 550 N BROADWAY STE 732 | BALTIMORE | MD | 21205 | NONE | PC | GENERAL FUND | $200,000 | |
| JONNSSON CANCER CENTER FOUNDATION | ||||||||
| BOX 951780 | LOS ANGELES | CA | 90095 | NONE | PC | GENERAL FUND | $2,000 | |
| KENYON COLLEGE | ||||||||
| OFFICE OF DEVELOPMENT COLLEGE | GAMBIER | OH | 43022 | NONE | PC | GENERAL FUND | $5,000 | RELATIONS BUILDING |
| KIWANIS CLUB - THOUSAND OAKS CA | ||||||||
| PO BOX 1791 | THOUSAND OAKS | CA | 91358 | NONE | PC | GENERAL FUND | $2,000 | |
| LANKENAU MEDICAL CENTER FOUNDATION | ||||||||
| 100 E LANCASTER AVE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $25,000 | |
| LAUREL HOUSE | ||||||||
| PO BOX 764 | NORRISTOWN | PA | 19404 | NONE | PC | GENERAL FUND | $16,000 | |
| LITTLE QUAKERS | ||||||||
| 4200 MACALESTER ST | PHILADELPHIA | PA | 19124 | NONE | PC | GENERAL FUND | $2,500 | |
| 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 BEACHC | VA | 23455 | NONE | PC | GENERAL FUND | $10,000 | |
| MGH INSTITUTE OF HEALTH PROS | ||||||||
| 36 1ST AVE | CHARLESTOWN | MA | 02129 | NONE | PC | GENERAL FUND | $10,000 | |
| MINDING YOUR MIND | ||||||||
| 124 SIBLEY AVE | ARDMORE | PA | 19003 | NONE | PC | GENERAL FUND | $20,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL FUND | $5,000 | |
| NEXT GENERATION MEN | ||||||||
| 115 MARTIN LUTHER KING JR DR SW | ATLANTA | GA | 30303 | NONE | PC | GENERAL FUND | $4,500 | SUITE 304 |
| OPERATION NEW VIEW | ||||||||
| CENTRAL OFFICE 1473 CENTRAL AVENUE | DUBUQUE | IA | 520014853 | NONE | PC | GENERAL FUND | $15,000 | |
| PERELMAN JEWISH DAY SCHOOL | ||||||||
| 49 HAVERFORD RD | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $2,000 | |
| PHILADELPHIA ANIMAL WELFARE SOCIETY | ||||||||
| 100 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $30,000 | |
| PHILA RONALD MCDONALD HOUSE | ||||||||
| 3925 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $100,000 | |
| PHILADELPHIA FILM SOCIETY | ||||||||
| 1600 NORTH 5TH STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $10,000 | |
| PHILADELPHIA FOUNDATION | ||||||||
| 1835 MARKET STREET STE 2410 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $25,000 | |
| PHILADELPHIA YOUTH FOR CHANGE CHARTER | ||||||||
| 1231 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $46,000 | |
| PHILADELPHIA ZOO | ||||||||
| 3300 FAIRMONT AVE | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $7,000 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL FUND | $10,000 | |
| PROVIDENCE ANIMAL CENTER | ||||||||
| 555 SANDY BANK ROAD | MEDIA | PA | 19063 | NONE | PC | GENERAL FUND | $5,000 | |
| REDROVER | ||||||||
| 1419 21ST ST | SACRAMENTO | CA | 95811 | NONE | PC | GENERAL FUND | $1,000 | |
| 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 | $10,000 | |
| SUPPORT CENTER - CHILD ADVOCATE | ||||||||
| 1617 JFK BLVD SUITE 1200 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $5,000 | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||||
| PO BOX 660843 | DALLAS | TX | 752660843 | NONE | PC | GENERAL FUND | $11,000 | |
| TEAM IMPACT | ||||||||
| 500 VICTORY RD 4TH FL | QUINCY | MA | 02171 | NONE | PC | GENERAL FUND | $25,000 | |
| TEACH FOR AMERICA | ||||||||
| 100 W OXFORD ST STE E3000 | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $5,000 | |
| TEMPLE SOLEL | ||||||||
| 3575 MANCHESTER AVENUE | CARDIFFBYTHESEA | CA | 92007 | NONE | PC | GENERAL FUND | $101,830 | |
| THE HAVERFORD SCHOOL | ||||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | NONE | PC | GENERAL FUND | $27,000 | |
| 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 | $30,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $35,100 | |
| VANGUARD CHARITABLE ENDOWMENT | ||||||||
| PO BOX 9509 | WARWICK | RI | 02889 | NONE | PC | GENERAL FUND | $2,900,000 | |
| WELCOMING CENTER FOR NEW PENNSYLVANIANS | ||||||||
| 1617 JFK BLVD SUITE 555 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $5,000 | |
| WOMEN'S WAY | ||||||||
| 123 S BROAD STREET STE 1320 | PHILADELPHIA | PA | 19109 | NONE | PC | GENERAL FUND | $66,000 | |
| WOODLYNDE SCHOOL | ||||||||
| 445 UPPER GULPH RD | STRAFFORD | PA | 19087 | NONE | PC | GENERAL FUND | $15,000 | |
| WORLD AFFAIRS COUNCIL OF PHILADELPHIA | ||||||||
| 1 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $25,000 | |
| YEAR UP | ||||||||
| 45 MILK STREET 9TH FL | BOSTON | MA | 02109 | NONE | PC | GENERAL FUND | $5,000 | |
| ZAKI GORDON MEMORIAL GIFT FUND | ||||||||
| C/O FIDELITY INVESTMENTS CHARITABLE | CINCINNATI | OH | 452770053 | NONE | PC | GENERAL FUND | $10,000 | GIFT FUND PO BOX 770001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,526,230 | 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 | $232,836 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,323,243 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,195,674 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,751,753 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,751,753 | 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 (2 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 | $20,000 | Yes (X) |
| FIRSTRUST SAVINGS BANK | ||||||
| 2 | 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 | $23,000,000 | 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 | $796,486 | $796,486 |
| FIRSTTRUST BANK CERTIFICATE OF DEPOSIT | FMV | $1,013,008 | $1,013,008 |
| NOTE RECEIVABLE - BBR VII | FMV | $16,412,235 | $16,412,235 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS I | $342,250 | $299,054 | $299,054 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS II | $220,820 | $346,742 | $346,742 |
| INVESTMENT IN RITTENHOUSE VENTURES II, LP | $193,858 | $209,806 | $209,806 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS III | $40,000 | $40,000 | |
| INVESTMENT IN GLOBAL OPPORTUNITY PHILA FUND I | $50,000 | $50,000 | |
| VANGUARD FUNDS | $62,482,829 | $69,860,362 | $69,860,362 |
| RADCLIFFE ULTRA SHORT DURATION | $5,083,575 | $5,302,825 | $5,302,825 |
| HAVERFORD - EQUITY INVESTMENTS | $10,706,826 | $11,310,036 | $11,310,036 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $146,817 | $0 | $146,817 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS I | $5,124 | $5,124 | $0 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS II | $12,928 | $12,928 | $0 |
| EXPENSES FROM K1 - RITTENHOUSE VENTURES II | $7,575 | $7,575 | $0 |
| MANAGEMENT FEES | $26,747 | $26,747 | $0 |
| DUES AND SUBSCRIPTIONS | $750 | $0 | $750 |
| SUPPLIES EXPENSE | $293 | $0 | $293 |
| ORDINARY LOSS FROM K1 - RITTENHOUSE VENTURES II | $10,239 | $10,239 | $0 |
| ORDINARY LOSS FROM K1 - OSAGE UNIVERSITY PARTNERS II | $6 | $6 | $0 |
| MISCELLANEOUS EXPENSE | $1,096 | $1,096 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER COMPREHENSIVE INCOME | Desc |
| Amt | $4,561,215 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $143,922 | $0 | $0 |
| PA BCO | $15 | $0 | $15 |
| FOREIGN TAXES | $177 | $177 | $0 |