DANIEL B AND FLORENCE E GREEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL B AND FLORENCE E GREEN FOUNDATION (EIN 20-1910865)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-08
- IRS object ID
- 201723129349101087
- Schema version
- 2016v3.0
- 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 Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T15:55:27-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2017-10-24 | 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 | 216.178.72.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-24 | IPDt |
| IP Tm | 10:29:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D2E6A0B290A10BAF047168A761219D72184B0BB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21068DCDF01825279CB1E8EE3A5786A737873DFB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $87,327,095 | 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 | $60,680,906 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,051 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,051 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $882,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $882,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $285,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $398,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $285,694 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,772 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,772 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $61,900,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,219,807 | 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 | $12,134 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,274 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,274 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,274 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,683,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,219,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,092,067 | CashBOYAmt |
| Cash EOY | $17,832,815 | CashEOYAmt |
| Cash EOYFMV | $17,832,815 | CashEOYFMVAmt |
| Other Investments BOY | $772,947 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,541,633 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,541,633 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $20,269,794 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,952,647 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50,952,647 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,134,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,327,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,327,095 | 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 | $26,134,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $87,327,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,134,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,327,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,134,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,327,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,134,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,683,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $87,818,238 | SubtotalAmt |
| Other Decreases | $491,143 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,327,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10,856 SHS NEWLINK GENETICS CORP | P | 2008-01-15 | 2016-07-15 | $117,704 | $99,995 | $17,709 | $17,709 |
| FROM K-1 OSAGE UNIVERSITY PARTNERS I | P | 2016-07-31 | 2017-06-30 | $778 | -$778 | -$778 | |
| FROM K-1 OSAGE UNIVERSITY PARTNERS I | P | 2015-07-31 | 2017-06-30 | $11,894 | -$11,894 | -$11,894 | |
| CAPITAL GAINS DIVIDENDS | P | $280,657 | $280,657 | $280,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $285,694 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $840,330 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,085,865 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046463 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,521,194 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,532,666 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $529,375 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,648,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045447 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $488,063 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,010,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040638 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $400,646 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,197,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032848 | DistributionYr5Rt |
| Total Distribution | 0.297299 | TotalDistributionRt |
| Average Distribution | 0.059460 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,335,472 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,349,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,361,905 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,274 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $15,396 | TaxDueAmt |
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 | RONALD LEVIN CPA | IndividualWithBooksNm |
| Phone | 6102385079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E RIDGE AVE STE 360 | 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 |
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 | $31,618,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,575,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,193,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,193,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $857,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,335,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,816,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,816,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,396 | TotalTaxAmt |
| Distributable Before Adj | $2,792,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,792,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,792,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,274 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $159,274 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,274 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,792,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $902,352 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $902,352 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,274 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $902,352 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $902,352 | 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 | $1,730,752 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $5,000 |
| ECKE FAMILY YMCA YMCA OF SAN DIEGO COUNTY | |||||||
| 200 SAXONY RD | ENCINITAS | CA | 92024 | NONE | PC | GENERAL FUND | $11,000 |
| 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 | $10,000 |
| FRIENDS CENTRAL SCHOOL | |||||||
| 1101 CITY AVE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $7,300 |
| FRIENDS OF SAN PASQUAL ACADEMY INC | |||||||
| PO BOX 8202 | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL FUND | $1,000 |
| HAR ZION TEMPLE | |||||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | NONE | PC | GENERAL FUND | $5,000 |
| HARTLEY FILM FOUNDATION | |||||||
| 49 RICHMONDVILLE AVE STE 204 | WESTPORT | CT | 06880 | NONE | PC | GENERAL FUND | $1,000 |
| ISRAEL OCEAN & LIMNOLOGICAL RESEARCH (NORTH AMERICAN FRIENDS OF IOLR) | |||||||
| 778 W FRONTAGE ROAD SUITE 119 | NORTHFIELD | IL | 60093 | NONE | PC | GENERAL FUND | $25,000 |
| LANKENAU MEDICAL CENTER FOUNDATION | |||||||
| 100 E LANCASTER AVE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $5,450 |
| LUNG CANCER FOUNDATION OF AMERICA | |||||||
| 15 S FRANKLIN STREET | NEW ULM | MN | 56073 | NONE | PC | GENERAL FUND | $1,000 |
| MANITOU CAMPS FOUNDATION DBA EXPERIENCE CAMPS | |||||||
| PO BOX 5099 | WESTPORT | CT | 06881 | NONE | PC | GENERAL FUND | $5,100 |
| NEW VENTURE FUND | |||||||
| BUILDING 21 ALLENTOWN | WASHINGTON | DC | 20036 | NONE | PC | GENERAL FUND | $25,000 |
| PERELMAN JEWISH DAY SCHOOL | |||||||
| 49 HAVERFORD RD | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $1,113 |
| PHILADELPHIA FILM SOCIETY | |||||||
| 1600 NORTH 5TH STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $1,000 |
| PHILADELPHIA ZOO | |||||||
| 3300 FAIRMONT AVE | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $2,500 |
| PROJECT HOME | |||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL FUND | $14,000 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| PO BOX 660843 | DALLAS | TX | 752660843 | NONE | PC | GENERAL FUND | $1,000 |
| TEMPLE SOLEL | |||||||
| 3575 MANCHESTER AVENUE | CARDIFFBYTHESEA | CA | 92007 | NONE | PC | GENERAL FUND | $1,780 |
| TEMPLE UNIVERSITY | |||||||
| 1801 NORTH BROAD ST | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $2,500 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $11,000 |
| WORLD AFFAIRS COUNCIL OF PHILADELPHIA | |||||||
| 1 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $5,400 |
| CONTRIBUTIONS UNDER 1000 TO QUALIFIED ORGANIZATIONS | |||||||
| 15 EAST RIDGE PIKE 5TH FLOOR | CONSHOHOCKEN | PA | 19428 | NONE | PC | GENERAL FUND | $6,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,274 | 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 | $35,051 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $882,290 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $285,694 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,219,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,219,807 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RICHARD J GREEN | ||||||
| 1 | 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 | $7,500,000 | Yes (X) |
| ARLIN S GREEN | ||||||
| 2 | 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 | $18,000 | Yes (X) |
| FIRSTRUST SAVINGS BANK | ||||||
| 3 | 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 | $7,500,000 | Yes (X) |
| DANIEL B GREEN | ||||||
| 4 | 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 | $45,662,906 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK CERTIFICATE OF DEPOSIT #1 | AT COST | $780,715 | $780,715 |
| NOTE RECEIVABLE - BBR VII | AT COST | $17,760,918 | $17,760,918 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN NEWLINK GENETICS CORP | $122,239 | $0 | $0 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS I | $402,811 | $357,282 | $357,282 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS II | $103,880 | $206,906 | $206,906 |
| INVESTMENT IN RITTENHOUSE VENTURES II, LP | $0 | $150,259 | $150,259 |
| VANGUARD FUNDS | $19,640,864 | $35,301,568 | $35,301,568 |
| RADCLIFFE ULTRA SHORT DURATION | $0 | $5,017,351 | $5,017,351 |
| HAVERFORD - EQUITY INVESTMENTS | $0 | $9,919,281 | $9,919,281 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER COMPREHENSIVE INCOME | Desc |
| Amt | $491,143 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $3,000 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $5,393 | $0 | $0 |
| SEMINARS AND EDUCATION EXPENSE | $8,821 | $0 | $0 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS I | $6,428 | $0 | $0 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS II | $12,967 | $0 | $0 |
| EXPENSES FROM K1 - RITTENHOUSE VENTURES II | $9,266 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LOAN FEE INCOME | $17,670 | $17,670 | $17,670 |
| ORDINARY LOSS FROM K1 - RITTENHOUSE VENTURES II | -$898 | -$898 | -$898 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $12,119 | $0 | $0 |
| PA BCO | $15 | $0 | $0 |