DANIEL B AND FLORENCE E GREEN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL B AND FLORENCE E GREEN FOUNDATION (EIN 20-1910865)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201643209349102159
- Schema version
- 2015v2.1
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T12:48:38-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2016-11-11 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,134,808 | 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 | $15,017,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,524 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,524 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,013 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,013 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,460,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $443,707 | 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 | $8,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,926 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,766 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $840,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $840,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $874,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $840,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,586,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $443,707 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,032,945 | CashBOYAmt |
| Cash EOY | $5,092,067 | CashEOYAmt |
| Cash EOYFMV | $5,092,067 | CashEOYFMVAmt |
| Other Investments BOY | $765,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $772,947 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $772,947 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,153,020 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,269,794 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,269,794 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,951,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,134,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,134,808 | 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 | $10,951,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,134,808 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,951,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,134,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,951,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,134,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,951,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,586,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $596,997 | OtherIncreasesAmt |
| Subtotal | $26,134,808 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,134,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FROM K-1 OASGE UNIVERSITY PARTNERS | P | 2015-01-01 | 2015-12-31 | $4,145 | $4,145 | $4,145 |
| FROM K-1 OASGE UNIVERSITY PARTNERS | P | 2014-01-01 | 2015-12-31 | $83,638 | $83,638 | $83,638 |
| CAPITAL GAINS DIVIDENDS | P | $113,230 | $113,230 | $113,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,013 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,521,194 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,532,666 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $529,375 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,648,059 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045447 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $488,063 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,010,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $400,646 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,197,000 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032848 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $312,068 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,029,641 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025942 | DistributionYr5Rt |
| Total Distribution | 0.276778 | TotalDistributionRt |
| Average Distribution | 0.055356 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,085,865 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,001,161 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,005,598 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $840,330 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $2,285 | 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 | $11,213,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,147,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,361,284 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,361,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,085,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $904,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $904,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,874 | TotalTaxAmt |
| Distributable Before Adj | $895,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $895,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $895,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $840,330 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $840,330 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $840,330 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $895,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $957,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $957,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $840,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $840,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $55,089 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $55,089 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $902,352 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $902,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $902,352 | ExcessFromYear1Amt |
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 (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4UDREW FOUNDATION | ||||||||
| PO BOX 44 | JAMISON | PA | 18944 | NONE | PC | GENERAL FUND | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | GENERAL FUND | $1,700 | |
| AMIT | ||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL FUND | $5,000 | |
| ANGEL WHEELS TO HEALING | ||||||||
| 4620 HAYGOOD RD STE 1 | VIRGINIA BEACH | VA | 23455 | NONE | PC | GENERAL FUND | $5,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 1500 MARKET STREET SUITE 2415 WEST | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $12,500 | TOWER |
| CAMPHILL SOLTANE | ||||||||
| 224 NANTMEAL ROAD | GLENMOORE | PA | 19343 | NONE | PC | GENERAL FUND | $1,500 | |
| CARITAS SOCIETY OF ST JOHN'S | ||||||||
| 60 COLLEGE AVE | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL FUND | $1,200 | |
| CHILDRENS CRISIS TREATMENT CENTER | ||||||||
| 1080 NORTH DELAWARE AVENUE SUITE | PHILADELPHIA | PA | 19125 | NONE | PC | GENERAL FUND | $2,500 | 600 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| PO BOX 8500 | PHILADELPHIA | PA | 191781352 | NONE | PC | GENERAL FUND | $5,000 | |
| CITY YEAR PHILADELPHIA | ||||||||
| 211 N 13TH STREET SUITE 100 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $250,000 | |
| CLEAN AND SOBER MEDIA INC | ||||||||
| 141 E SPRING AVE | ARDMORE | PA | 19003 | NONE | PC | GENERAL FUND | $5,000 | |
| COASTAL ROOTS FARM | ||||||||
| 441 SAXONY RD | ENCINITAS | CA | 920242725 | NONE | PC | GENERAL FUND | $30,000 | |
| CONGREGATION RODEPH SHALOM | ||||||||
| 615 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PC | GENERAL FUND | $5,000 | |
| DREXEL UNIVERSITY | ||||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $2,000 | |
| ECKE FAMILY YMCA YMCA OF SAN DIEGO COUNTY | ||||||||
| 200 SAXONY RD | ENCINITAS | CA | 92024 | NONE | PC | GENERAL FUND | $11,000 | |
| FOR PETE'S SAKE | ||||||||
| 620 W GERMANTOWN PIKE SUITE 250 | PLYMOUTH MEETING | PA | 19462 | NONE | PC | GENERAL FUND | $1,000 | |
| 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 | $10,700 | |
| FRIENDS OF RITTENHOUSE SQUARE | ||||||||
| 210 W RITTENHOUSE SQUARE BOX 1308 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $11,000 | |
| FRIENDS OF SAN PASQUAL ACADEMY INC | ||||||||
| PO BOX 8202 | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL FUND | $1,000 | |
| GRATZ COLLEGE | ||||||||
| 7605 OLD YORK ROAD | MELROSE PARK | PA | 19027 | NONE | PC | GENERAL FUND | $5,000 | |
| GWYNEDD MERCY ACADEMY | ||||||||
| 1345 SUMNEYTOWN PIKE | GYNEDD VALLEY | PA | 19437 | NONE | PC | GENERAL FUND | $2,000 | |
| HARCUM COLLEGE | ||||||||
| 750 MONTGOMERY AVE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL FUND | $5,000 | |
| 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 | |
| HOLY REDEEMER HEALTH SYSTEM | ||||||||
| 521 MOREDON ROAD | HUNTINGDON VALLEY | PA | 19006 | NONE | PC | GENERAL FUND | $3,000 | |
| IRISH PUB CHILDREN'S FOUNDATION | ||||||||
| 2007 WALNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $11,000 | |
| JEWISH ADOPTION AND FAMILY CARE OPTIONS INC (JAFCO) | ||||||||
| 234 S BRYN MAWR AVE STE 100 | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL FUND | $2,000 | |
| JEWISH FAMILY SERVICE OF SAN DIEGO | ||||||||
| TURK FAMILY CENTER 8804 BALBOA | SAN DIEGO | CA | 92123 | NONE | PC | GENERAL FUND | $100,000 | AVENUE |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||||
| 226 NORTH 16TH STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $1,000 | |
| JEWISH FEDERATION OF SAN DIEGO COUNTY | ||||||||
| 4950 MURPHY CANYON DRIVE | SAN DIEGO | CA | 92123 | NONE | PC | GENERAL FUND | $10,000 | |
| JEWISH RELIEF AGENCY | ||||||||
| 200 MONUMENT ROAD SUITE 8 | BALA CYNWYD | PA | 19904 | NONE | PC | GENERAL FUND | $5,000 | |
| JONNSSON CANCER CENTER FOUNDATION AT UCLA | ||||||||
| 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 OF THOUSAND OAKS CHARITABLE FOUNDATION | ||||||||
| 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 | $25,450 | |
| LA SALLE ACADEMY | ||||||||
| 1434 N 2ND STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $2,500 | |
| LA SALLE UNIVERSITY | ||||||||
| BOX 809 1900 WEST OLNEY AVE | PHILADELPHIA | PA | 19141 | NONE | PC | GENERAL FUND | $5,000 | |
| LAS PATRONAS | ||||||||
| POST OFFICE BOX 1888 | LA JOLLA | CA | 920381888 | NONE | PC | GENERAL FUND | $1,200 | |
| LUNG CANCER FOUNDATION OF AMERICA | ||||||||
| 15 S FRANKLIN STREET | NEW ULM | MN | 56073 | NONE | PC | GENERAL FUND | $1,000 | |
| MACULA VISION RESEARCH FOUNDATION | ||||||||
| 100 FRONT STREET SUITE 300 | CONSHOHOCKEN | PA | 19428 | NONE | PC | GENERAL FUND | $1,000 | |
| MAKE THE WORLD BETTER FOUNDATION | ||||||||
| 235 COCOANUT AVE UNIT 123 | SARASOATA | FL | 34236 | NONE | PC | GENERAL FUND | $10,000 | |
| MANITOU CAMPS FOUNDATION | ||||||||
| PO BOX 5099 | WESTPORT | CT | 068815099 | NONE | PC | GENERAL FUND | $5,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| PO BOX 4777 GRAND CENTRAL STATION | NEW YORK | NY | 10163 | NONE | PC | GENERAL FUND | $1,000 | |
| NATIONAL CONSTITUTION CENTER | ||||||||
| INDEPENDENCE MALL 525 ARCH STREET | PHILADELPHIA | PA | 191061595 | NONE | PC | GENERAL FUND | $10,000 | |
| NATIONAL LIBERTY MUSEUM | ||||||||
| 321 CHESTNUT ST | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $2,500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY GREATER DELAWARE VALLEY CHAPTER | ||||||||
| 30 SOUTH 17TH STREET SUITE 800 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $13,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF THE LEHIGH VALLEY INC | ||||||||
| 239 NORTH 10TH STREET | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL FUND | $1,000 | |
| NEW VENTURE FUND | ||||||||
| BUILDING 21 ALLENTOWN | WASHINGTON | DC | 20036 | NONE | PC | GENERAL FUND | $25,000 | |
| OPERATION NEW VIEW | ||||||||
| CENTRAL OFFICE 1473 CENTRAL AVENUE | DUBUQUE | IA | 520014853 | NONE | PC | GENERAL FUND | $10,000 | |
| PAN ASIAN ASSOCIATION OF GREATER PHILADELPHIA | ||||||||
| 200 S BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $1,000 | |
| PHILADELPHIA FILM SOCIETY | ||||||||
| 1600 NORTH 5TH STREET | PHILADELPHIA | PA | 19122 | NONE | PC | GENERAL FUND | $1,000 | |
| PHILADELPHIA ORCHESTRA ASSOCIATION | ||||||||
| ONE SOUTH BROAD ST 14TH FL | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $5,000 | |
| PHILADELPHIA ZOO | ||||||||
| 3300 FAIRMONT AVE | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $2,500 | |
| POLITZ DAY SCHOOL OF CHERRY HILL | ||||||||
| 720 COOPER LANDING ROAD | CHERRY HILL | NJ | 08002 | NONE | PC | GENERAL FUND | $1,000 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL FUND | $1,500 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1616 WALNUT ST 24TH FL | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $10,000 | |
| RANCHO SANTA FE FOUNDATION | ||||||||
| UNION BANK BUILDING 6004 PASEO | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL FUND | $45,000 | DELICIAS |
| REFORM CONGREGATION KENESETH ISRAEL | ||||||||
| 8315-25 OLD YORK RD | ELKINS PARK | PA | 191171515 | NONE | PC | GENERAL FUND | $1,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL FUND | $10,000 | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| 4275 CAMPUS POINT COURT | SAN DIEGO | CA | 92101 | NONE | PC | GENERAL FUND | $10,000 | |
| ST JOHN'S COLLEGE | ||||||||
| 60 COLLEGE AVE | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL FUND | $5,000 | |
| SUPPORT CENTER FOR CHILD ADVOCATES | ||||||||
| 1900 CHERRY STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $7,500 | |
| TEMPLE SOLEL | ||||||||
| 3575 MANCHESTER AVENUE | CARDIFFBYTHESEA | CA | 92007 | NONE | PC | GENERAL FUND | $2,730 | |
| THE BARNES FOUNDATION | ||||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL FUND | $2,500 | |
| THE DUBUQUE VISITING NURSE ASSOCIATION | ||||||||
| 1454 IOWA ST 359 | DUBUQUE | IA | 520014825 | NONE | PC | GENERAL FUND | $8,800 | |
| THE TIMOTHY SCHOOL | ||||||||
| 937 OLD LANCASTER ROAD | BERWYN | PA | 19312 | NONE | PC | GENERAL FUND | $2,500 | |
| TRAVIS MANION FOUNDATION | ||||||||
| PO BOX 1485 | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $5,000 | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| OFFICE OF DEVELOPMENT 9500 GILMAN | LA JOLLA | CA | 920930937 | NONE | PC | GENERAL FUND | $10,000 | DR 0937 |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL FUND | $10,000 | |
| VARIETY THE CHILDREN'S CHARITY | ||||||||
| 100 N 18TH ST STE 300 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $5,500 | |
| VICTIM WITNESS SVCS OF SOUTH PHILADELPHIA | ||||||||
| 1210 SOUTH BROAD STREET | PHILADELPHIA | PA | 19146 | NONE | PC | GENERAL FUND | $1,000 | |
| BOY SCOUTS OF AMERICA WASHINGTON CROSSING COUNCIL | ||||||||
| ONE SCOUT WAY | DOYLESTOWN | PA | 18901 | NONE | PC | GENERAL FUND | $1,500 | |
| WHYY INC | ||||||||
| 150 NORTH SIXTH STREET | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL FUND | $1,500 | |
| WILLS EYE FOUNDATION | ||||||||
| 840 WALNUT ST | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $5,000 | |
| WISSAHICKON CHARTER SCHOOL | ||||||||
| 4700G WISSAHICKON AVE | PHILADELPHIA | PA | 19144 | NONE | PC | GENERAL FUND | $1,000 | |
| WOMEN OF TOMORROW | ||||||||
| PO BOX 36755 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $1,000 | |
| WORLD AFFAIRS COUNCIL OF PHILADELPHIA | ||||||||
| 1 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $5,000 | |
| RED PAW EMERGENCY RELIEF TEAM | ||||||||
| 2008 CARPENTER STREET | PHILADELPHIA | PA | 191462617 | NONE | PC | GENERAL FUND | $1,000 | |
| YWCA OF BETHLEHEM | ||||||||
| 3895 ADLER PLACE BUILDING A SUITE | BETHLEHEM | PA | 18017 | NONE | PC | GENERAL FUND | $2,000 | 180 |
| ZAKI GORDON MEMORIAL GIFT FUND | ||||||||
| C/O FIDELITY INVESTMENTS CHARITABLE | CINCINNATI | OH | 452770053 | NONE | PC | GENERAL FUND | $10,000 | GIFT FUND PO BOX 770001 |
| CONTRIBUTIONS UNDER 1000 TO QUALIFIED ORGANIZATIONS | ||||||||
| 15 EAST RIDGE PIKE 5TH FLOOR | CONSHOHOCKEN | PA | 19428 | NONE | PC | GENERAL FUND | $9,050 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $840,330 | 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 | $11,524 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,013 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $443,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $443,707 | 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 |
|---|---|---|---|---|---|---|
| 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 | $17,000 | Yes (X) |
| FIRSTRUST SAVINGS BANK | ||||||
| 3 | 15 E RIDGE PIKE SUITE 400 | CONSHOHOCKEN | PA | 19428 | $7,500,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BANK CERTIFICATE OF DEPOSIT #1 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $772,947 | BookValueAmt |
| EOYFMV | $772,947 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN NEWLINK GENETICS CORP | $480,595 | $122,239 | $122,239 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS I | $335,524 | $402,811 | $402,811 |
| INVESTMENT IN OSAGE UNIVERSITY PARTNERS II | $0 | $103,880 | $103,880 |
| VANGUARD TAX-EXEMPT FUND | $8,336,901 | $19,640,864 | $19,640,864 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING EXPENSE | $100 | $0 | $0 |
| SUPPLIES EXPENSE | $139 | $0 | $0 |
| SEMINARS AND EDUCATION EXPENSE | $6,250 | $0 | $0 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS I | $7,881 | $0 | $0 |
| EXPENSES FROM K1 - OSAGE UNIVERSITY PARTNERS II | $10,556 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER COMPREHENSIVE INCOME | Desc |
| Amt | $596,997 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $8,840 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |