The Vert Charitable Tr Ua 12222011

Lon And Bonnie Greenberg Ttee

Wyndmoor, PA
Tax-exempt since Feb. 2012
EIN: 38-7016980

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$5.11M (2024)

Expenses

$1.12M (2024)

Total Assets

$21.4M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$5,105,927

Expenses

$1,116,623

Net Income

$3,989,304

Net Assets

$21,403,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,785,531	54.6%
Interest Revenue	$97,036	1.9%
Dividends	$639,014	12.5%
Sales of Assets	$1,584,346	31.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,035,000	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,403,900
Total Liabilities	$0
Net Assets	$21,403,900

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$5,607,157

Expenses

$1,022,612

Net Income

$4,584,545

Net Assets

$20,773,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,109,491	55.5%
Interest Revenue	$41,445	0.7%
Dividends	$546,273	9.7%
Sales of Assets	$1,909,948	34.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$912,215	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,773,686
Total Liabilities	$0
Net Assets	$20,773,686

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$4,086,484

Expenses

$995,697

Net Income

$3,090,787

Net Assets

$18,212,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,712,594	41.9%
Interest Revenue	$28,669	0.7%
Dividends	$363,889	8.9%
Sales of Assets	$1,981,332	48.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$902,974	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,212,320
Total Liabilities	$0
Net Assets	$18,212,320

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$4,390,349

Expenses

$831,814

Net Income

$3,558,535

Net Assets

$17,613,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,146,154	48.9%
Interest Revenue	$168	0.0%
Dividends	$416,998	9.5%
Sales of Assets	$1,827,029	41.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$749,904	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,613,495
Total Liabilities	$0
Net Assets	$17,613,495

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$161,277

Expenses

$841,969

Net Income

-$680,692

Net Assets

$15,376,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$176,700	> 100%
Interest Revenue	$2,335	1.4%
Dividends	$310,758	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$790,139	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,376,750
Total Liabilities	$1
Net Assets	$15,376,749

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$797,972

Expenses

$687,482

Net Income

$110,490

Net Assets

$16,053,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$167,000	20.9%
Interest Revenue	$10,277	1.3%
Dividends	$378,450	47.4%
Sales of Assets	$242,245	30.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$642,743	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,053,426
Total Liabilities	$1
Net Assets	$16,053,425

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on June 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$4,221,608

Expenses

$748,904

Net Income

$3,472,704

Net Assets

$15,938,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,193,200	52.0%
Interest Revenue	$43,889	1.0%
Dividends	$244,085	5.8%
Sales of Assets	$1,740,434	41.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$717,044	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,938,831
Total Liabilities	$0
Net Assets	$15,938,831

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$1,061,247

Expenses

$624,841

Net Income

$436,406

Net Assets

$12,787,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$177,702	16.7%
Interest Revenue	$2,585	0.2%
Dividends	$202,208	19.1%
Sales of Assets	$678,752	64.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$564,932	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,787,704
Total Liabilities	$0
Net Assets	$12,787,704

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$4,339,402

Expenses

$488,048

Net Income

$3,851,354

Net Assets

$12,473,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,542,315	35.5%
Interest Revenue	$3,726	0.1%
Dividends	$193,854	4.5%
Sales of Assets	$2,599,507	59.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$459,101	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,473,117
Total Liabilities	$0
Net Assets	$12,473,117

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$2,326,916

Expenses

$433,628

Net Income

$1,893,288

Net Assets

$9,959,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,191,930	51.2%
Interest Revenue	$14	0.0%
Dividends	$191,250	8.2%
Sales of Assets	$943,722	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$362,655	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,959,165
Total Liabilities	$0
Net Assets	$9,959,165

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$4,346,437

Expenses

$245,505

Net Income

$4,100,932

Net Assets

$8,116,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,599,651	36.8%
Interest Revenue	$10	0.0%
Dividends	$160,350	3.7%
Sales of Assets	$2,586,426	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$234,422	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,116,490
Total Liabilities	$0
Net Assets	$8,116,490

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$1,214,001

Expenses

$123,167

Net Income

$1,090,834

Net Assets

$4,934,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,098,229	90.5%
Interest Revenue	$0
Dividends	$115,772	9.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,265	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,934,242
Total Liabilities	$0
Net Assets	$4,934,242

Compensation

Key Employees and Officers	Compensation	Other
Lon R Greenberg (Trustee)	$0	$0
Bonnie Greenberg (Trustee)	$0	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$1,689,569

Expenses

$9,494

Net Income

$1,680,075

Net Assets

$3,843,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,635,987	96.8%
Interest Revenue	$0
Dividends	$53,582	3.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,237	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,843,408
Total Liabilities	$1
Net Assets	$3,843,407

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,163,333

Expenses

Net Income

$2,163,333

Net Assets

$2,163,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,163,333	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,163,333
Total Liabilities	$0
Net Assets	$2,163,333

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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The Vert Charitable Tr Ua 12222011

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.11M (2024)

Expenses $1.12M (2024)

Total Assets $21.4M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$5.11M (2024)

Expenses

$1.12M (2024)

Total Assets

$21.4M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011