2026-05-06T08:31:24-05:00 2025-12-31 231885983 Joseph P Melvin Company PC 204 Old Lancaster Road Devon PA 19333 990PF 2025-01-01 387016980 The Vert Charitable Trust UA 12222011 VERT 2158360392 8848 Montgomery Ave Wyndmoor PA 19038 Lon Greenberg Trustee 2158360392 2026-05-04 1 Ryan Melvin P01291789 6106874150 2025 2025-03-06 01:10:19Z X 34788287 X 1200243 118229 118229 703609 703609 2823525 4946649 2823525 4845606 3645363 0 0 0 6500 0 6500 20614 10614 0 63455 63455 0 90569 74069 6500 1360000 1360000 1450569 74069 1366500 3395037 3571294 256328 1008613 1008613 220091 86067 1801172 6577277 6929586 7040414 14350204 15861319 24938088 21403900 23885585 34788287 0 0 X 0 0 0 0 21403900 23885585 21403900 23885585 21403900 23885585 21403900 3395037 0 24798937 913352 23885585 GS #0482 - LT Covered P 2025-01-01 2025-12-31 149013 146625 2388 2388 GS #0482 - ST Covered P 2025-01-01 2025-12-31 32033 31987 46 46 GS #0482 - ordinary Covered P 2025-01-01 2025-12-31 84000 84000 0 0 GS #4618 - LT Covered P 2025-01-01 2025-12-31 1139537 704408 435129 435129 GS #4618 - ST Covered P 2025-01-01 2025-12-31 991920 920953 70967 70967 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 70983 5918 65065 65065 GS #8963 - LT Covered P 2025-01-01 2025-12-31 2264019 229233 2034786 2034786 Capital Gains Dividends P 215126 215126 215126 2823525 49641 0 49641 0 49641 37892 0 0 0 37892 411 12160 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 None Lon and Bonnie Greenberg 2158360392 8848 Montgomery Avenue Wyndmoor PA 190388310 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 31752679 632471 0 32385150 0 0 32385150 485777 31899373 1594969 1594969 49641 49641 1545328 0 1545328 0 1545328 1366500 0 1366500 1545328 1324132 0 0 1366500 1324132 0 0 42368 0 0 0 0 0 0 0 0 1502960 0 0 0 X 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. 10000 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. 20000 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. 50000 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. 10000 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. 15000 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. 30000 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. 20000 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. 20000 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. 5000 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. 40000 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. 25000 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. 25000 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. 20000 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. 25000 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. 5000 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. 40000 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. 30000 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. 50000 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. 40000 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. 25000 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. 10000 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. 35000 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. 10000 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. 5000 Philabundance PO Box 70763 Philadelphia PA 19176 PC To promote and support the charitable purpose pursuant to Section 501(c)(3) of the recipient. 5000 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. 30000 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. 30000 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. 10000 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. 5000 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. 25000 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. 30000 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. 30000 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. 20000 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. 40000 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. 75000 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. 25000 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. 100000 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. 125000 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. 5000 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. 5000 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. 10000 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. 35000 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. 15000 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. 25000 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. 40000 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. 25000 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. 25000 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. 50000 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. 10000 1360000 0 14 118229 14 703609 14 2823525 0 3645363 0 3645363 0 0 0 0 0 0 0 0 0 0 X X 1 Lon & Bonnie Greenberg 8848 Montgomery Avenue Wyndmoor PA 190388310 1200243 X 1 Basket of securities (details available upon request) 1200243 2025-09-29 Tax preparation 6500 0 6500 GS #893-0 Fixed income 4301749 4251538 GS #048-2 Gov/corp fixed income 2627837 2788876 GS #896-3 US stocks 86067 1801172 GS #893-0 Public equities AT COST 15861319 24938088 Book to tax difference on sale of donated securities 913352 Goldman Sachs management/investment fees 63455 63455 0 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 Foreign tax withheld 10614 10614 0 2025 Federal estimated excise tax 10000 0 0