THE VERT CHARITABLE TR UA 12222011: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE VERT CHARITABLE TR UA 12222011 (EIN 38-7016980)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202621269349100912
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T08:31:24-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231885983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph P Melvin Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 Old Lancaster Road | AddressLine1Txt |
| City | Devon | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 387016980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Vert Charitable Trust UA 12222011 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VERT | BusinessNameControlTxt |
| Phone | 2158360392 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8848 Montgomery Ave | AddressLine1Txt |
| City | Wyndmoor | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lon Greenberg | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2158360392 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ryan Melvin | PreparerPersonNm |
| PTIN | P01291789 | PTIN |
| Phone | 6106874150 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,788,287 | 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 | $1,200,243 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $118,229 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $118,229 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $703,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $703,609 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,823,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,946,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,823,525 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,845,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,645,363 | 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 |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,614 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,614 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,455 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,569 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,360,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,360,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,450,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,366,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,395,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,571,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $256,328 | CashBOYAmt |
| Cash EOY | $1,008,613 | CashEOYAmt |
| Cash EOYFMV | $1,008,613 | CashEOYFMVAmt |
| Corporate Stock BOY | $220,091 | CorporateStockBOYAmt |
| Corporate Stock EOY | $86,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,801,172 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,577,277 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,929,586 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,040,414 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,350,204 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,861,319 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,938,088 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,403,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,885,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,788,287 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,403,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,885,585 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,403,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,885,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,403,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,885,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,403,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,395,037 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,798,937 | SubtotalAmt |
| Other Decreases | $913,352 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,885,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GS #0482 - LT Covered | P | 2025-01-01 | 2025-12-31 | $149,013 | $146,625 | $2,388 | $2,388 |
| GS #0482 - ST Covered | P | 2025-01-01 | 2025-12-31 | $32,033 | $31,987 | $46 | $46 |
| GS #0482 - ordinary Covered | P | 2025-01-01 | 2025-12-31 | $84,000 | $84,000 | $0 | $0 |
| GS #4618 - LT Covered | P | 2025-01-01 | 2025-12-31 | $1,139,537 | $704,408 | $435,129 | $435,129 |
| GS #4618 - ST Covered | P | 2025-01-01 | 2025-12-31 | $991,920 | $920,953 | $70,967 | $70,967 |
| GS #8948 Class action recovery | P | 2025-01-01 | 2025-04-22 | $18 | $18 | $18 | |
| GS #8963 - LT NonCovered | P | 2025-01-01 | 2025-12-31 | $70,983 | $5,918 | $65,065 | $65,065 |
| GS #8963 - LT Covered | P | 2025-01-01 | 2025-12-31 | $2,264,019 | $229,233 | $2,034,786 | $2,034,786 |
| Capital Gains Dividends | P | $215,126 | $215,126 | $215,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,823,525 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,892 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,892 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $411 | EsPenaltyAmt |
| Tax Due | $12,160 | 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 | None | WebsiteAddressTxt |
| Individual With Books | Lon and Bonnie Greenberg | IndividualWithBooksNm |
| Phone | 2158360392 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8848 Montgomery Avenue | AddressLine1Txt |
| City | Wyndmoor | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190388310 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Lon R Greenberg | ||||||||
| 8848 Montgomery Avenue | Wyndmoor | PA | 190388310 | Trustee | 1.00 | $0 | $0 | $0 |
| Bonnie Greenberg | ||||||||
| 8848 Montgomery Avenue | Wyndmoor | PA | 190388310 | Trustee | 1.00 | $0 | $0 | $0 |
| 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 | $31,752,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $632,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,385,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,385,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $485,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,899,373 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,594,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,594,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,641 | TotalTaxAmt |
| Distributable Before Adj | $1,545,328 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,545,328 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,545,328 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,366,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,366,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,545,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,324,132 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,366,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,324,132 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,368 | 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 | $1,502,960 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| African Family Health Organization | ||||||
| 4415 Chestnut Street 202 | Philadelphia | PA | 19101 | PC | To promote and support the medical purpose pursuant to Section 501(c)(3) of the recipient. | $10,000 |
| After School Activities Partnership (ASAP) | ||||||
| 1520 Locust Street 1104 | Philadelphia | PA | 19102 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $20,000 |
| Alumni Association of Central High School | ||||||
| PO Box 26580 | Philadelphia | PA | 19141 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $50,000 |
| CEIBA Philadelphia | ||||||
| 174 Diamond Street | Philadelphia | PA | 19122 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $10,000 |
| Children First PA | ||||||
| 990 Spring Garden Street Suite 600 | Philadelphia | PA | 19123 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $15,000 |
| Children's Crisis Treatment Center (CCTC) | ||||||
| 1080 N Delaware Ave 600 | Philadelphia | PA | 19125 | PC | To promote and support the medical purpose pursuant to Section 501(c)(3) of the recipient. | $30,000 |
| Children's Literacy Initiative | ||||||
| 990 Spring Garden Street | Philadelphia | PA | 19123 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $20,000 |
| Children's Scholarship Fund Philadelphia | ||||||
| 100 South Broad Street Suite 1200 | Philadelphia | PA | 19110 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $20,000 |
| Ensemble Arts Philly | ||||||
| 300 S Broad Street | Philadelphia | PA | 19102 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $5,000 |
| Fairmount Park Conservancy | ||||||
| The Ohio House 4700 States Dr | Philadelphia | PA | 19131 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $40,000 |
| First Up | ||||||
| 1608 Walnut Street Suite 300 | Philadelphia | PA | 19103 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $25,000 |
| Free Library of Philadelphia Foundation | ||||||
| 1901 Vine Street Suite 111 | Philadelphia | PA | 19103 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $25,000 |
| Fresh Artists | ||||||
| 310 Scotts Ln Bldg 30 Suite 3014 | Philadelphia | PA | 19129 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $20,000 |
| Friends Select School | ||||||
| 17th the Parkway | Philadelphia | PA | 19130 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $25,000 |
| Global Minds (World Affairs Council of Pittsburgh) | ||||||
| 500 Grant Street Suite 2640 | Pittsburgh | PA | 15219 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $5,000 |
| HopePHL | ||||||
| 325 N 39th Street | Philadelphia | PA | 19104 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $40,000 |
| Lutheran Settlement House | ||||||
| 1340 Frankford Avenue | Philadelphia | PA | 19125 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $30,000 |
| Make A Wish Foundation | ||||||
| 1 Valley Square Suite 133 | Blue Bell | PA | 19422 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $50,000 |
| Mann Center for the Performing Arts | ||||||
| 5201 Parkside Ave | Philadelphia | PA | 19131 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $40,000 |
| Mighty Writers | ||||||
| 1501 Christian Street | Philadelphia | PA | 19146 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $25,000 |
| Neighborhood Bike Works | ||||||
| 3943 Lancaster Avenue | Philadelphia | PA | 19104 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $10,000 |
| Neighborhood Garden Trust | ||||||
| 100 N 20th Street 500 | Philadelphia | PA | 19103 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $35,000 |
| Opera Philadelphia | ||||||
| 1420 Locust Street 210 | Philadelphia | PA | 19102 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $10,000 |
| Pennsylvania Academy of Fine Arts (PAFA) | ||||||
| 118-128 N Broad Street | Philadelphia | PA | 19102 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $5,000 |
| Philabundance | ||||||
| PO Box 70763 | Philadelphia | PA | 19176 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $5,000 |
| Philadelphia Children's Alliance | ||||||
| 42 South 15th Street Suite 300 | Philadelphia | PA | 19102 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $30,000 |
| Philadelphia Outward Bound | ||||||
| 3250 Sedgley Drive | Philadelphia | PA | 19130 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $30,000 |
| Philadelphia Youth Basketball | ||||||
| 4250 Wissahickon Ave | Philadelphia | PA | 19129 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $10,000 |
| Philadelphia Zoo | ||||||
| 3400 W Giard Avenue | Philadelphia | PA | 19104 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $5,000 |
| Play On Philly | ||||||
| 1520 Locust Street | Philadelphia | PA | 19102 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $25,000 |
| Playworks Education Energized | ||||||
| 1518 Walnut Street | Philadelphia | PA | 19102 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $30,000 |
| Project Home | ||||||
| 1515 Fairmount Ave | Philadelphia | PA | 19130 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $30,000 |
| Reading Allowed | ||||||
| 275 S 19th Street Suite 600 | Philadelphia | PA | 19103 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $20,000 |
| Settlement Music School | ||||||
| 416 Queen Street | Philadelphia | PA | 19147 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $40,000 |
| Springside Chestnut Hill Academy | ||||||
| 500 West Willow Grove Avenue | Philadelphia | PA | 19118 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $75,000 |
| Sunrise Association | ||||||
| 11 Neil CT | Oceanside | NJ | 11572 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $25,000 |
| Temple University | ||||||
| 1801 North Broad Street | Philadelphia | PA | 19122 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $100,000 |
| Temple University Hospital | ||||||
| 1801 North Broad Street | Philadelphia | PA | 19122 | PC | To promote and support the medical purpose pursuant to Section 501(c)(3) of the recipient. | $125,000 |
| The Mural Arts Program | ||||||
| 1727-29 Mt Vernon Street | Philadelphia | PA | 19130 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $5,000 |
| The Philadelphia Ballet | ||||||
| 323 North Broad Street | Philadelphia | PA | 19107 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $5,000 |
| The Philadelphia Orchestra | ||||||
| 300 S Broad Street | Philadelphia | PA | 19102 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $10,000 |
| The Trust for Public Lands | ||||||
| 101 Montgomery Street Suite 900 | San Francisco | CA | 94104 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $35,000 |
| The Welcoming Center | ||||||
| 211 N 13th Street - 4th Floor | Philadelphia | PA | 19107 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $15,000 |
| Thomas Jefferson University Health | ||||||
| 901 Walnut Street | Philadelphia | PA | 19107 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $25,000 |
| Tree House Books | ||||||
| 1430 W Susquehanna Ave | Philadelphia | PA | 19121 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $40,000 |
| United Way of Greater Philadelphia and Southern New Jersey | ||||||
| 1709 Benjamin Franklin Parkway | Philadelphia | PA | 19103 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $25,000 |
| Uplift Center for Grieving Children | ||||||
| 3300 Henery Ave Suite 102 | Philadelphia | PA | 19129 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $25,000 |
| Valley Youth House | ||||||
| 1500 Samsom Street 300A | Philadelphia | PA | 19102 | PC | To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. | $50,000 |
| YouthBuild Philly | ||||||
| 2309 North Broad Street | Philadelphia | PA | 19132 | PC | To promote and support the educational purpose pursuant to Section 501(c)(3) of the recipient. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,360,000 | 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 | $118,229 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $703,609 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,823,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,645,363 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,645,363 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lon & Bonnie Greenberg | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8848 Montgomery Avenue | AddressLine1Txt |
| City | Wyndmoor | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190388310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,200,243 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Basket of securities (details available upon request) | NoncashPropertyDesc |
| Fair Market Value | $1,200,243 | FairMarketValueAmt |
| Received | 2025-09-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS #893-0 Fixed income | $4,301,749 | $4,251,538 |
| GS #048-2 Gov/corp fixed income | $2,627,837 | $2,788,876 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GS #896-3 US stocks | StockNm |
| EOY Book Value | $86,067 | EOYBookValueAmt |
| EOYFMV | $1,801,172 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GS #893-0 Public equities | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $15,861,319 | BookValueAmt |
| EOYFMV | $24,938,088 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book to tax difference on sale of donated securities | Desc |
| Amt | $913,352 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Goldman Sachs management/investment fees | Desc |
| Revenue And Expenses Per Books | $63,455 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Lon Greenberg | |||
| 8848 Montgomery Avenue | Wyndmoor | PA | 19038 |
| Bonnie Greenberg | |||
| 8848 Montgomery Avenue | Wyndmoor | PA | 19038 |
| Verde 2016 Charitable Lead Trust | |||
| 8848 Montgomery Avenue | Wyndmoor | PA | 19038 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign tax withheld | $10,614 | $10,614 | $0 |
| 2025 Federal estimated excise tax | $10,000 | $0 | $0 |
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