Nonprofit · EIN 38-7016980
THE VERT CHARITABLE TR UA 12222011
Also known as LON AND BONNIE GREENBERG TTEE
Tax-exempt · WYNDMOOR, PA 19038
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,845,606 | $1,450,569 | $3,395,037 | $23,885,585 | $0 | $23,885,585 |
| December 31, 2024 | 990-PF | $5,105,927 | $1,116,623 | $3,989,304 | $21,403,900 | $0 | $21,403,900 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,200,243
- Dividends
- $703,609
- Interest
- $118,229
- Net gain from sales of assets
- $2,823,525
Expenses
- Grants and similar amounts paid
- $1,360,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,366,500
- Excise tax on investment income
- $49,641
Balance sheet and other
- Total assets, start of year
- $21,403,900
- Total assets, end of year
- $23,885,585
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,885,585
- Fair market value of assets
- $34,788,287
- Qualifying distributions
- $1,366,500
- Net investment income
- $3,645,363
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lon R Greenberg 8848 Montgomery Avenue, Wyndmoor, PA 190388310 | Trustee | 1 | $0 |
| Bonnie Greenberg 8848 Montgomery Avenue, Wyndmoor, PA 190388310 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lon R Greenberg 8848 Montgomery Avenue, Wyndmoor, PA 190388310 | Trustee | 1 | $0 |
| Bonnie Greenberg 8848 Montgomery Avenue, Wyndmoor, PA 190388310 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8848 MONTGOMERY AVE, WYNDMOOR, PA 19038-8310
- Signed the 990-PF
- Lon Greenberg, Trustee
- Phone
- (215) 836-0392
- Return prepared by
- Joseph P Melvin Company PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-7016980
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $23,885,585
- Income (IRS master file)
- $6,968,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,845,606 | $1,450,569 | $23,885,585 | IRS |
| 990-PF | December 2024 | $5,105,927 | $1,116,623 | $21,403,900 | IRS |
| 990-PF | December 2023 | $5,607,157 | $1,022,612 | $20,773,686 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-7016980).
Questions about THE VERT CHARITABLE TR UA 12222011
- What is the EIN of THE VERT CHARITABLE TR UA 12222011?
- The employer identification number (EIN) of THE VERT CHARITABLE TR UA 12222011 is 38-7016980.
- Is THE VERT CHARITABLE TR UA 12222011 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to THE VERT CHARITABLE TR UA 12222011 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE VERT CHARITABLE TR UA 12222011 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE VERT CHARITABLE TR UA 12222011 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE VERT CHARITABLE TR UA 12222011 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE VERT CHARITABLE TR UA 12222011?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE VERT CHARITABLE TR UA 12222011 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,845,606, expenses of $1,450,569 and total assets of $23,885,585 at year end.
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