Burt And Penny@greer Trust

  • Northridge, CA
  • Tax exemption issued: March 2012
  • EIN: 45-4276040

Organization summary

Type of Nonprofit

Designated as a 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 / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,341
Expenses
$44,604
Net Income
-$24,263
Net Assets
$331,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,870
9.2%
Dividends $11,158
54.9%
Sales of Assets $7,313
36.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,093
83.2%
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 $331,659
Total Liabilities $0
Net Assets $331,659
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $0 $0

Document Links

990-PF
Filed on May 14, 2026

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

View Filing
XML

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,350
Expenses
$44,749
Net Income
-$23,399
Net Assets
$355,922
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,451
11.5%
Dividends $11,079
51.9%
Sales of Assets $7,820
36.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,352
79.0%
Compensation of Officers* $1,203
2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $355,922
Total Liabilities $0
Net Assets $355,922
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $1,203 $0

Document Links

990-PF
Filed on May 15, 2025

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$33,750
Expenses
$8,214
Net Income
-$41,964
Net Assets
$379,321
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $410
Dividends $7,766
Sales of Assets -$41,926
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 $379,321
Total Liabilities $0
Net Assets $379,321
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $0 $0

Document Links

990-PF
Filed on May 23, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,766
Expenses
$27,944
Net Income
-$26,178
Net Assets
$421,285
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500
28.3%
Interest Revenue $3
0.2%
Dividends $5,906
> 100%
Sales of Assets -$4,643
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,218
65.2%
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 $421,285
Total Liabilities $0
Net Assets $421,285
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,220
Expenses
$36,760
Net Income
$45,460
Net Assets
$447,463
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $11,826
14.4%
Sales of Assets $70,392
85.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,910
75.9%
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 $447,463
Total Liabilities $0
Net Assets $447,463
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 7, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,337
Expenses
$20,498
Net Income
-$7,161
Net Assets
$402,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $10,832
81.2%
Sales of Assets $2,493
18.7%
Other Income $6
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,192
59.5%
Compensation of Officers* $983
4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $402,003
Total Liabilities $1
Net Assets $402,002
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $983 $0

Document Links

990-PF
Filed on May 17, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,898
Expenses
$40,714
Net Income
-$35,816
Net Assets
$409,163
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $896
18.3%
Dividends $8,937
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,550
75.0%
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 $409,164
Total Liabilities $1
Net Assets $409,163
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,171
Expenses
$24,704
Net Income
$9,467
Net Assets
$444,980
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $50
0.1%
Dividends $9,198
26.9%
Sales of Assets $24,923
72.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,747
59.7%
Compensation of Officers* $1,680
6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $444,980
Total Liabilities $0
Net Assets $444,980
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $1,680 $0

Document Links

990-PF
Filed on Nov. 14, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,803
Expenses
$26,715
Net Income
-$9,912
Net Assets
$435,513
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $10,607
63.1%
Sales of Assets $6,191
36.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,727
62.6%
Compensation of Officers* $854
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $435,513
Total Liabilities $0
Net Assets $435,513
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $854 $0

Document Links

990-PF
Filed on Oct. 1, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$678
Expenses
$109,454
Net Income
-$110,132
Net Assets
$445,425
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
Dividends $12,736
Sales of Assets -$13,419
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,596
89.2%
Compensation of Officers* $2,015
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $445,425
Total Liabilities $0
Net Assets $445,425
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $2,015 $0

Document Links

990-PF
Filed on May 11, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,147
Expenses
$19,616
Net Income
$531
Net Assets
$555,557
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $15,748
78.2%
Sales of Assets $4,393
21.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,466
27.9%
Compensation of Officers* $5,932
30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $555,557
Total Liabilities $0
Net Assets $555,557
Compensation
Key Employees and Officers Compensation Other
Lloyd Dent (Trustee) $5,932 $0

Document Links

990-PF
Filed on Aug. 13, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,647
Expenses
$73,249
Net Income
-$34,602
Net Assets
$555,026
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12
0.0%
Dividends $19,407
50.2%
Sales of Assets $19,228
49.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,692
85.6%
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 $555,026
Total Liabilities $0
Net Assets $555,026

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,668
Expenses
$82,723
Net Income
-$62,055
Net Assets
$591,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21
0.1%
Dividends $17,043
82.5%
Sales of Assets $3,604
17.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,267
87.4%
Compensation of Officers* $1,223
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $591,845
Total Liabilities $0
Net Assets $591,845

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$661,090
Expenses
$7,190
Net Income
$653,900
Net Assets
$653,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $652,182
98.7%
Interest Revenue $514
0.1%
Dividends $11,753
1.8%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,150
43.8%
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 $653,900
Total Liabilities $0
Net Assets $653,900

Document Links

990-PF

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

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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