BERKS COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BERKS COUNTY COMMUNITY FOUNDATION INC (EIN 23-2769892)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-30
- IRS object ID
- 202013049349300531
- Schema version
- 2019v5.1
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-30T10:55:40-00:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232769892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berks County Community Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 6106852223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 Court Street | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin K Murphy | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-10-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.92.83.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-30 | IPDt |
| IP Tm | 14:50:34 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 2396262020259twr3eqy | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-26 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 55D679F4A274F43F6AC8215471CF417F8BA584C6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 55D679F4A274F43F6AC8215471CF417F8BA584C6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kevin K Murphy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 Court Street | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,455,322 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bccf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | To promote philanthropy and improve the quality of life for the residents of Berks County, Pennsylvania. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $15,382,748 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,535,559 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,242,140 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,916,155 | CYInvestmentIncomeAmt |
| PY Other Revenue | $63,608 | PYOtherRevenueAmt |
| CY Other Revenue | $37,269 | CYOtherRevenueAmt |
| PY Total Revenue | $20,688,496 | PYTotalRevenueAmt |
| CY Total Revenue | $9,488,983 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,278,763 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,575,202 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $990,764 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,055,850 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $323,927 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,043,432 | PYOtherExpensesAmt |
| CY Other Expenses | $1,017,182 | CYOtherExpensesAmt |
| PY Total Expenses | $7,312,959 | PYTotalExpensesAmt |
| CY Total Expenses | $7,648,234 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,375,537 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,840,749 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,477,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,559,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,351,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,721,786 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,125,302 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,837,418 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To promote philanthropy and improve the quality of life for residents of Berks County | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,575,194 | ExpenseAmt |
| Grant | $5,575,202 | GrantAmt |
| Revenue | $40,632 | RevenueAmt |
| Desc | Berks County Community Foundation helps people find the best way to make charitable gifts to support the community. The Community Foundation manages over 370 different funds, each established with a specific purpose determined by the orginal donor. Some donors have decided it is best to leave the use of the funds to the discretion of the Community Foundation Board. In this way, the Community Foundation can remain flexible and responsive to community needs. | Desc |
| Total Program Service Expenses | $6,575,194 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Organization | PersonNm |
| Phone | 6106852223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 Court Street | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Kevin K Murphy | |||||||
| President | 037.50 | Yes (X) | Yes (X) | $222,787 | $0 | $19,798 | |
| Frances A Aitken | |||||||
| Treasurer Chief Operating Officer | 037.50 | Yes (X) | $147,234 | $0 | $13,089 | ||
| Heidi Williamson | |||||||
| Senior VP Programs Initiatives | 037.50 | $109,652 | $0 | $3,686 | Yes (X) | ||
| P Sue Perrotty | |||||||
| Board Chair | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Latisha Bernard Schuenemann | |||||||
| Asst Treasurer | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James S Boscov | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Burkey | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| P Michael Ehlerman | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Steve Fritz | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Mixell Esq | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Lyn Camella-Rich | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Elaine McDevitt | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Marilu Rodriguez-Bauer Esq | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Ramona Turpin | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Al Weber | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Bala Peterson | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Vicki Ebner | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Jay R Wagner | |||||||
| Secretary | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $479,673 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $36,573 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $6,535,559 | AllOtherContributionsAmt |
| Noncash Contributions | $70,768 | NoncashContributionsAmt |
| Total Contributions | $6,535,559 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,775,631 | TotalRevenueColumnAmt |
| Exclusion | $1,775,631 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,477 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,477 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,477 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $8,021,497 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,880,973 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,140,524 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,140,524 | TotalRevenueColumnAmt |
| Exclusion | $1,140,524 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $82,003 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $85,366 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,363 | TotalRevenueColumnAmt |
| Exclusion | -$3,363 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Other income | 900099 | $2,280 | $2,280 |
| Management fee income | 900099 | $9,875 | $9,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,155 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,488,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,632 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,912,792 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,558,277 | TotalAmt |
| Program Services | $4,558,277 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,425 | TotalAmt |
| Program Services | $1,016,425 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Program Services | $500 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,151 | TotalAmt |
| Program Services | $165,948 | ProgramServicesAmt |
| Management And General | $164,258 | ManagementAndGeneralAmt |
| Fundraising | $127,945 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,661 | TotalAmt |
| Program Services | $296,167 | ProgramServicesAmt |
| Management And General | $182,203 | ManagementAndGeneralAmt |
| Fundraising | $31,291 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,813 | TotalAmt |
| Program Services | $7,446 | ProgramServicesAmt |
| Management And General | $4,580 | ManagementAndGeneralAmt |
| Fundraising | $787 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,890 | TotalAmt |
| Program Services | $23,181 | ProgramServicesAmt |
| Management And General | $14,260 | ManagementAndGeneralAmt |
| Fundraising | $2,449 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,335 | TotalAmt |
| Program Services | $20,533 | ProgramServicesAmt |
| Management And General | $12,633 | ManagementAndGeneralAmt |
| Fundraising | $2,169 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,967 | TotalAmt |
| Program Services | $3,289 | ProgramServicesAmt |
| Management And General | $37,678 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,732 | TotalAmt |
| Management And General | $22,732 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,601 | TotalAmt |
| Management And General | $150,601 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,514 | TotalAmt |
| Program Services | $87,779 | ProgramServicesAmt |
| Management And General | $8,735 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,145 | TotalAmt |
| Program Services | $12,289 | ProgramServicesAmt |
| Management And General | $2,854 | ManagementAndGeneralAmt |
| Fundraising | $36,002 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,264 | TotalAmt |
| Program Services | $15,863 | ProgramServicesAmt |
| Management And General | $3,707 | ManagementAndGeneralAmt |
| Fundraising | $1,694 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,892 | TotalAmt |
| Program Services | $65,611 | ProgramServicesAmt |
| Management And General | $48,442 | ManagementAndGeneralAmt |
| Fundraising | $20,839 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,074 | TotalAmt |
| Program Services | $65,431 | ProgramServicesAmt |
| Management And General | $23,228 | ManagementAndGeneralAmt |
| Fundraising | $19,415 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,926 | TotalAmt |
| Program Services | $6,404 | ProgramServicesAmt |
| Management And General | $358 | ManagementAndGeneralAmt |
| Fundraising | $164 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,355 | TotalAmt |
| Program Services | $49,316 | ProgramServicesAmt |
| Management And General | $5,517 | ManagementAndGeneralAmt |
| Fundraising | $2,522 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,085 | TotalAmt |
| Program Services | $36,051 | ProgramServicesAmt |
| Management And General | $12,017 | ManagementAndGeneralAmt |
| Fundraising | $12,017 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,433 | TotalAmt |
| Program Services | $104,660 | ProgramServicesAmt |
| Management And General | $34,886 | ManagementAndGeneralAmt |
| Fundraising | $34,887 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,628 | TotalAmt |
| Program Services | $12,864 | ProgramServicesAmt |
| Management And General | $8,760 | ManagementAndGeneralAmt |
| Fundraising | $22,004 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues Subscriptions | $21,345 | $10,459 | $7,471 | $3,415 |
| Bank fees | $6,954 | $4,667 | $2,287 | |
| Special events | $16,454 | $10,127 | $6,327 | |
| Postage | $3,813 | $1,907 | $1,906 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,648,234 | TotalAmt |
| Program Services | $6,575,194 | ProgramServicesAmt |
| Management And General | $749,113 | ManagementAndGeneralAmt |
| Fundraising | $323,927 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,703 | BOYAmt |
| EOY | $61,409 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,530,927 | BOYAmt |
| EOY | $2,735,072 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,870 | BOYAmt |
| EOY | $208,575 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,084 | BOYAmt |
| EOY | $27,262 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,876 | BOYAmt |
| EOY | $794,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,715,153 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,989,498 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,877,068 | BOYAmt |
| EOY | $4,725,655 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,085,436 | BOYAmt |
| EOY | $60,419,611 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,167,116 | BOYAmt |
| EOY | $16,703,861 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $873,118 | BOYAmt |
| EOY | $883,301 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,477,198 | BOYAmt |
| EOY | $86,559,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,676 | BOYAmt |
| EOY | $118,579 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,447,304 | BOYAmt |
| EOY | $3,028,504 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,903,763 | BOYAmt |
| EOY | $1,992,973 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,153 | BOYAmt |
| EOY | $581,730 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,351,896 | BOYAmt |
| EOY | $5,721,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,252,184 | BOYAmt |
| EOY | $79,954,117 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $873,118 | BOYAmt |
| EOY | $883,301 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,125,302 | BOYAmt |
| EOY | $80,837,418 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,477,198 | BOYAmt |
| EOY | $86,559,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,840,749 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,152,364 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $23,731 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,805,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,217,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,638,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,882,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,539,199 | CurrentTaxYearAmt |
| Total | $19,084,298 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,805,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,217,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,638,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,882,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,539,199 | CurrentTaxYearAmt |
| Total | $19,084,298 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,853,008 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,231,290 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,157,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,116,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,407,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,654,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,775,631 | CurrentTaxYearAmt |
| Total | $7,110,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,194,578 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $201,247 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $910 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $910 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,574,284 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,575,194 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $478,760 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $119,690 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $354,763 | CurrentYearMinus3Amt |
| Current Year Minus2 | $454,190 | CurrentYearMinus2Amt |
| Current Year Minus1 | $464,960 | CurrentYearMinus1Amt |
| Current Year | $478,760 | CurrentYearAmt |
| Total | $1,752,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,629,010 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $13,490 | CurrentYearMinus2Amt |
| Current Year Minus1 | $385 | CurrentYearMinus1Amt |
| Current Year | $910 | CurrentYearAmt |
| Total | $26,785 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $88,691 | CurrentYearMinus3Amt |
| Current Year Minus2 | $113,548 | CurrentYearMinus2Amt |
| Current Year Minus1 | $116,240 | CurrentYearMinus1Amt |
| Current Year | $119,690 | CurrentYearAmt |
| Total | $438,169 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $657,254 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 41 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 329 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,246,906 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,288,653 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,249,288 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $4,325,414 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,512,296 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $69,325,122 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,252,552 | BeginningYearBalanceAmt |
| Contributions | $4,479,450 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,439,334 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,267,596 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $897,600 | AdministrativeExpensesAmt |
| End Year Balance | $77,127,472 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,213,456 | BeginningYearBalanceAmt |
| Contributions | $13,845,890 | ContributionsAmt |
| Investment Earnings Or Losses | $4,247,983 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,933,169 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,121,608 | AdministrativeExpensesAmt |
| End Year Balance | $81,252,552 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,400,861 | BeginningYearBalanceAmt |
| Contributions | $3,460,185 | ContributionsAmt |
| Investment Earnings Or Losses | $5,801,727 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,526,283 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $923,034 | AdministrativeExpensesAmt |
| End Year Balance | $68,213,456 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,989,845 | BeginningYearBalanceAmt |
| Contributions | $8,713,910 | ContributionsAmt |
| Investment Earnings Or Losses | $7,335,259 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,803,894 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $834,259 | AdministrativeExpensesAmt |
| End Year Balance | $64,400,861 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,570,006 | BeginningYearBalanceAmt |
| Contributions | $4,968,347 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,184,998 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,595,628 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $767,882 | AdministrativeExpensesAmt |
| End Year Balance | $51,989,845 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $243,754 | OtherCostOrOtherBasisAmt |
| Book Value | $243,754 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,124,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,683,783 | DepreciationAmt |
| Book Value | $4,441,030 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,795 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,514 | DepreciationAmt |
| Book Value | $38,281 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $183,791 | OtherCostOrOtherBasisAmt |
| Depreciation | $181,201 | DepreciationAmt |
| Book Value | $2,590 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,725,655 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $6,784,973 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Financial derivatives and other financial products | $6,784,973 | F |
| Closely-held equity interests | ||
| Private equity partnerships | $9,918,888 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,703,861 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Annuity payment liability | $90,095 |
| Funds held as agency endowment | $489,780 |
| Security deposits | $1,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $581,730 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,275,895 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,152,364 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $95,550 | OtherRevenueAmt |
| Revenue Not Reported | -$6,056,814 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,332,709 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $150,601 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,673 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $156,274 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,488,983 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,563,779 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $85,367 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $85,367 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,478,412 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $150,601 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $19,221 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $169,822 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,648,234 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| V 4 | The Community Foundation helps individuals, families and businesses find the best way to make charitable gifts that support causes or organizations they care about. The goal is to develop a charitable giving strategy that fulfills their personal objectives and makes the most sense financially. The Foundation makes grants from the endowment funds in support of its mission to promote philanthropy and improve the quality of life for the residents of Berks County. |
| X 2 | The Foundation accounts for uncertain tax positions in accordance with the Income Taxes Topic ASC 740, formerly issued as FASB Interpretation No.48, Accounting for Uncertainty in Income Taxes - An Interpretation of FASB 109. ASC 740 prescribes a recognition threshold and measurement attribute for financial statements recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various matters such as derecognition, interest, penalties and disclosures required. The Foundation recognizes interest and penalties, if any, related to the unrecognized tax benefits in tax expense. |
| XI 2d | Direct Expenses shown net of income on 990 Special Event expense 85,367 Change in FMV of beneficial interest in perpetual trust 10,183 95,550 |
| XI 4b | Contributions, investment income and gains agency endowment 5,673 |
| XII 2d | Direct Expenses shown net of income on 990 Special Event expense 85,367 |
| XII 4d | Grant expense on agency endowment funds 17,383 Loan loss reserve 1,838 19,221 |
| I | The Foundation maintains a fund known as the Metropolitan Edison Company Sustainable Energy Fund. Metropolitan Edison Company, a First Energy Company was a party in restructuring proceedings overseen and approved by the Pennsylvania Public Utilities Commission PUC. A portion of the proceeds from this settlement were used to establish this fund. The Foundation does not believe the fund meets the criteria of a donor advised fund. The fund is governed by PUC-approved bylaws that require an advisory board of no fewer than seven and no more than nine members, which must include one member from each of the seven groups with interests and expertise in sustainable energy, including one representative of First Energy. The remaining positions may be filled with representatives of Pennsylvania ratepayers and stakeholders interested in Pennsylvanias electric industry. Nomination and election procedures are pursuant to order of the PUC and may be amended only by further order of the PUC. Pursuant to these procedures, the Foundation controls selection of members, within the parameters approved by the PUC. It is the Foundations understanding that First Energys one position on the seven to nine member board is a result of the PUC-approved settlement and is based on industry expertise, as is the case with all other advisory boards. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Cystic Fibrosis Gala | Event1Nm |
| Gross Receipts Event1 | $191,285 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $137,715 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $53,570 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $34,374 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,029 | OtherDirectExpensesEvent1Amt |
| Event2 | Veterans Center Luncheon | Event2Nm |
| Gross Receipts Event2 | $134,884 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $119,956 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,928 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $21,332 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $7,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $6,195 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $17,425 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $3,920 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $13,505 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $6,948 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,925 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,563 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $343,594 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $261,591 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $82,003 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $28,780 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $36,299 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,787 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $85,366 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,363 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (100 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Albright College | |||||||
| PO Box 15234 | Reading | PA | 196125234 | 231352615 | 501c3 | $15,000 | Convert to Augmented/Virtual Reality |
| Alvernia University | |||||||
| 400 St Bernardine Street | Reading | PA | 19607 | 231522643 | 501c3 | $70,000 | General Support |
| Alzheimer's Association Delaware Valley Chapter | |||||||
| 399 Market Street Suite 102 | Philadelphia | PA | 19106 | 133039601 | 501c3 | $8,075 | General Operating Support |
| Animal Rescue League of Berks County Inc | |||||||
| 58 Kennel Road | Birdsboro | PA | 19508 | 231417505 | 501c3 | $149,550 | General Operating Support |
| Baseballtown Charities | |||||||
| PO Box 15050 | Reading | PA | 19612 | 161663348 | 501c3 | $35,000 | Rip-It-For-Life Program |
| Berks Catholic High School | |||||||
| 955 East Wyomissing Blvd | Reading | PA | 19611 | 320336345 | 501c3 | $8,750 | Annual Distribution |
| Berks Coalition to End Homelessness | |||||||
| 831 Walnut Street | Reading | PA | 19601 | 371575390 | 501c3 | $15,000 | Unexpected expenses or revenue losses as a result of the pandemic |
| Berks Community Health Center | |||||||
| 645 Penn Street Ste 301 | Reading | PA | 19601 | 273795179 | 501c3 | $30,000 | Community Dental Screenings/Sealants for Children |
| Berks History Center | |||||||
| 940 Centre Avenue | Reading | PA | 19601 | 231421917 | 501c3 | $6,000 | Education Program |
| Berks Nature | |||||||
| 575 St Bernardine Street | Reading | PA | 19607 | 231966295 | 501c3 | $35,900 | Conservation work |
| Borough Council Borough of Shillington | |||||||
| PO Box 247 | Shillington | PA | 19607 | 236002944 | Gov | $10,000 | Annual Distribution |
| Boyertown Area Multi-Service Inc | |||||||
| 200 West Spring Street | Boyertown | PA | 19512 | 237289405 | 501c3 | $25,000 | Needs assessment, building assessment, strategic planning |
| Boyertown Lions Community Ambulance Service Inc | |||||||
| 2 East Second Street | Boyertown | PA | 19512 | 236266685 | 501c3 | $20,000 | Equipment upgrade |
| Breast Cancer Support Services of Berks County | |||||||
| 529 Reading Avenue Suite C | Reading | PA | 19611 | 232762595 | 501c3 | $10,000 | Support women in Berks County with breast cancer |
| Calvary United Methodist Church | |||||||
| 1 W Wyomissing Avenue | Mohnton | PA | 19540 | 231705296 | 501c3 | $5,700 | 2020 Distribution |
| Centro Hispano Daniel Torres | |||||||
| PO Box 8652 | Reading | PA | 19603 | 232041081 | 501c3 | $8,000 | Annual Support |
| Christ Episcopal Church | |||||||
| PO Box 1094 | Reading | PA | 196031094 | 231360838 | 501c3 | $6,000 | General Support |
| City of Reading Police Department | |||||||
| 815 Washington Street | Reading | PA | 19601 | 236001907 | Gov | $31,761 | For the K9 Unit |
| Colton Underwood Legacy Foundation | |||||||
| 1270 West Cruger Road | Washington | IL | 61571 | 811371510 | 501c3 | $6,500 | From 2020 Cystic Fibrosis Valentines Gala |
| Community Prevention Partnership of Berks County | |||||||
| 200 Penn Street 2nd Fl | Reading | PA | 19602 | 232735283 | 501c3 | $10,000 | Nurse-Family Partnership NFP |
| Conrad Weiser Area School District | |||||||
| 44 Big Spring Road | Robesonia | PA | 19551 | 236005756 | 501c3 | $45,000 | For the Bioscience Club to pay summer teachers |
| Diocese of Allentown | |||||||
| PO Box F | Allentown | PA | 181051538 | 231598116 | 501c3 | $8,750 | Annual Distribution |
| Energy Coordinating Agency | |||||||
| 106 West Clearfield Street | Philadelphia | PA | 19133 | 222602113 | 501c3 | $25,000 | Solar Workforce Development Train-the-Trainer program at HACC |
| First Senior Center of St Peter's UCC | |||||||
| 2901 Curtis Road | West Lawn | PA | 19609 | 231998975 | 501c3 | $11,250 | Senior center program at St. Peters UCC |
| Fleetwood Area Public Library | |||||||
| 110 West Arch Street Ste 209 | Fleetwood | PA | 19522 | 232585077 | 501c3 | $21,000 | Re-purposing/renovating an old school machine shop into a new library |
| Fort Campbell Historical Foundation Inc | |||||||
| PO Box 2133 | Fort Campbell | KY | 42223 | 621516963 | 501c3 | $10,000 | General Support |
| Foundation for Reading Area Community College | |||||||
| P O Box 1706 | Reading | PA | 196031706 | 232273163 | 501c3 | $46,000 | General Support |
| Foundation for the Reading Public Museum | |||||||
| 500 Museum Road | Reading | PA | 196111425 | 232563964 | 501c3 | $127,850 | Capital projects |
| Friends of Yemin Orde | |||||||
| 4340 East West Hwy Ste 202 | Bethesda | MD | 208144488 | 223090463 | 501c3 | $10,000 | General Support |
| General Carl Spaatz Reg Army Air Corps Museum | |||||||
| 28 Warwick Street | Boyertown | PA | 19512 | 822537537 | 501c3 | $20,000 | Video monitors, IT VR equipment software |
| Genesius Theatre | |||||||
| 153 North Tenth Street | Reading | PA | 19601 | 232362920 | 501c3 | $9,950 | Theater on the Square |
| GoggleWorks Center for the Arts | |||||||
| 201 Washington Street | Reading | PA | 19601 | 412165262 | 501c3 | $60,000 | General Support |
| Greater Easton Development Partnership | |||||||
| 325 Northampton Street | Easton | PA | 18042 | 232660344 | 501c3 | $49,000 | Energy efficiency upgrades a solar array |
| Hamburg Area Education Foundation | |||||||
| PO Box 402 | Hamburg | PA | 19526 | 810595857 | 501c3 | $6,200 | Annual Distribution |
| Hannah's Hope Ministries | |||||||
| 736 Upland Avenue | Reading | PA | 19607 | 454674547 | 501c3 | $7,300 | Unexpected expenses or revenue losses as a result of the pandemic |
| Hawk Mountain Sanctuary | |||||||
| 1700 Hawk Mountain Road | Kempton | PA | 19529 | 231392700 | 501c3 | $30,000 | General Support |
| Helping Harvest | |||||||
| 117 Morgan Drive | Sinking Spring | PA | 19608 | 222456238 | 501c3 | $55,000 | General Operating Support |
| Hire Heroes USA | |||||||
| 1360 Union Hill Road Bldg 2 Ste A | Alpharetta | GA | 30004 | 431562688 | 501c3 | $10,000 | General Support |
| Holy Cross UMC Calvary Campus | |||||||
| 831 North Wyomissing Blvd | Wyomissing | PA | 19610 | 236259703 | 501c3 | $9,300 | For the Calvary Campus Boiler Fund |
| Hope Lutheran Church | |||||||
| 601 North Front Street | Reading | PA | 19601 | 236001181 | 501c3 | $10,000 | Cafe Esperanza |
| Hope Rescue Mission | |||||||
| 645 North 6th Street | Reading | PA | 19601 | 231413677 | 501c3 | $6,000 | Monthly Utility Contribution |
| Humane Pennsylvania | |||||||
| 1801 North 11th Street | Reading | PA | 19604 | 461409103 | 501c3 | $204,650 | General Support |
| Jewish Federation of Reading-Berks | |||||||
| 1100 Berkshire Blvd Suite 125 | Wyomissing | PA | 19610 | 231728784 | 501c3 | $57,250 | To support the Jewish Family Service Program |
| John Paul II Center for Special Learning | |||||||
| 1092 Welsh Road | Shillington | PA | 19607 | 462673757 | 501c3 | $5,750 | General Support |
| Keystone Warriors Inc | |||||||
| PO Box 475 | Blandon | PA | 19522 | 273705313 | 501c3 | $10,000 | General Support |
| Kutztown Community Partnership | |||||||
| 324 West Main Street | Kutztown | PA | 19530 | 460464711 | 501c3 | $25,000 | General Operating Support |
| Kutztown University Foundation | |||||||
| PO Box 151 | Kutztown | PA | 19530 | 232256893 | 501c3 | $705,000 | Scholarship fund |
| Lancaster Theological Seminary | |||||||
| 555 West James Street | Lancaster | PA | 17603 | 231353386 | 501c3 | $6,000 | 5,000 Capital Campaign 1,000 general support |
| Lifeline of Berks County Inc | |||||||
| 612 Reading Avenue | Reading | PA | 19611 | 232071962 | 501c3 | $8,750 | Annual Distribution |
| Livingston Food Resource Center | |||||||
| 202 South 2nd Street | Livingston | MT | 59047 | 203550306 | 501c3 | $10,000 | General Support |
| Lower Merion Police K9 Escrow Fund | |||||||
| Lower Merion Township Police Depart | Ardmore | PA | 19003 | 236003034 | Gov | $5,700 | For the K9 Unit |
| Mifflin Community Library | |||||||
| 6 Philadelphia Avenue | Shillington | PA | 19607 | 232980611 | 501c3 | $10,000 | Annual Distribution |
| National Geographic Society | |||||||
| 1145 17th St NW | Washington | DC | 200908199 | 530193519 | 501c3 | $10,000 | General Operating Support |
| National Multiple Sclerosis Society Greater Delaware Valley | |||||||
| 30 South 17th Street Ste 800 | Philadelphia | PA | 19103 | 135661935 | 501c3 | $8,075 | General Operating Support |
| National Wildlife Refuge Association | |||||||
| 1001 Connecticut Ave NW Ste 905 | Washington | DC | 20036 | 237447365 | 501c3 | $10,000 | General Operating Support |
| New Journey Community Outreach Inc | |||||||
| 138 South 6th Street | Reading | PA | 19602 | 463623955 | 501c3 | $10,000 | Unexpected expenses or revenue losses as a result of the pandemic |
| Oley Valley Community Education Foundation | |||||||
| PO Box 331 | Oley | PA | 19547 | 232867151 | 501c3 | $5,100 | Annual Distribution |
| Olivet Boys and Girls Club of Reading & Berks County | |||||||
| 1161 Pershing Boulevard | Reading | PA | 19611 | 231365380 | 501c3 | $17,500 | Unexpected expenses or revenue losses as a result of the pandemic |
| Opportunity House | |||||||
| 430 N Second Street | Reading | PA | 196122303 | 232543677 | 501c3 | $46,200 | To renovate the loading dock into a food pantry |
| PA Coalition Against Domestic Violence | |||||||
| 3605 Vartan Way Ste 101 | Harrisburg | PA | 17110 | 232052886 | 501c3 | $25,000 | Economics Justice Program |
| Penn State Health St Joseph | |||||||
| 2500 Bernville Road | Reading | PA | 196030316 | 232649362 | 501c3 | $18,000 | Annual Fund |
| Pennsylvania School for the Deaf | |||||||
| 100 West School House Lane | Philadelphia | PA | 19144 | 231581227 | 501c3 | $9,702 | Annual Distribution |
| Planned Parenthood Keystone | |||||||
| PO Box 813 | Trexlertown | PA | 180870813 | 232450112 | 501c3 | $7,425 | General Operating Support - Berks County Branch |
| Prospectus Berco | |||||||
| 840 William Lane | Reading | PA | 19604 | 232023612 | 501c3 | $10,000 | Unexpected expenses or revenue losses as a result of the pandemic |
| Reading Hospital Foundation | |||||||
| 6th Avenue Spruce Street A2 South | Reading | PA | 19612 | 473054125 | 501c3 | $20,000 | 2020 Quality Improvement Award |
| Reading Musical Foundation | |||||||
| 201 Washington St 503 | Reading | PA | 19612 | 231472487 | 501c3 | $15,000 | Music Therapy Initiative |
| Reading Recreation Commission | |||||||
| 320 South 3rd Street | Reading | PA | 19602 | 383860043 | 501c3 | $28,000 | Girls Leadership Program |
| Reading Symphony Orchestra | |||||||
| 147 N Fifth Street Ste 2 | Reading | PA | 196013494 | 231741046 | 501c3 | $25,000 | General Support |
| Reform Congregation Oheb Sholom | |||||||
| 555 Warwick Drive | Wyomissing | PA | 196101825 | 231664967 | 501c3 | $17,850 | 10,000 general support 350 Sisterhood 7,500 Dues |
| Rock Hollow Woods Environmental Learning Center | |||||||
| 615 Rock Hollow Road | Birdsboro | PA | 19508 | 460558242 | 501c3 | $180,000 | To purchase property |
| Ronald McDonald House Charities of Central PA | |||||||
| 745 West Governor Road | Hershey | PA | 17033 | 232204761 | 501c3 | $8,000 | Support Berks County families staying at Ronald McDonald House |
| Ronald McDonald House Philadelphia | |||||||
| 3925 Chestnut Street | Philadelphia | PA | 19104 | 237377505 | 501c3 | $8,000 | Support Berks County families staying at Ronald McDonald House |
| Ryerss Farm for Aged Equines | |||||||
| 1710 Ridge Road | Pottstown | PA | 19465 | 236215037 | 501c3 | $25,000 | Rescue horses and those in need of care |
| Safe Berks | |||||||
| 255 Chestnut Street | Reading | PA | 19602 | 232087191 | 501c3 | $34,000 | Safe Berks Education, Employment, Empowerment |
| Salvation Army - Reading Citadel Corps | |||||||
| 301 S 5th Street | Reading | PA | 19602 | 135562351 | 501c3 | $25,750 | Unexpected expenses or revenue losses as a result of the pandemic |
| Salvation Army - Service Extension | |||||||
| 700 South 4th Street Suite C | Hamburg | PA | 19526 | 135562351 | 501c3 | $10,000 | Unexpected expenses or revenue losses as a result of the pandemic |
| Shady Hollow Assisted Riding | |||||||
| 959 East Main Street | Birdsboro | PA | 19508 | 311631455 | 501c3 | $7,500 | Unexpected expenses or revenue losses as a result of the pandemic |
| South Mountain YMCA | |||||||
| 201 Cushion Peak Road | Reinholds | PA | 17569 | 232239399 | 501c3 | $82,600 | Annual Distribution |
| St Ignatius Loyola Roman Catholic Church | |||||||
| 2810 St Albans Drive | Sinking Spring | PA | 196081028 | 231684800 | 501c3 | $15,452 | General Support |
| St Jude Children's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | 620646012 | 501c3 | $8,750 | Annual Distribution |
| St Peter's United Church of Christ of Wilshire | |||||||
| 2901 Curtis Road | West Lawn | PA | 19609 | 231998975 | 501c3 | $11,000 | Opportunity House Service Group |
| Team Pennsylvania Foundation | |||||||
| 230 North Third Street 2nd Fl | Harrisburg | PA | 17101 | 232876177 | 501c3 | $32,629 | For courtyard improvement projects |
| The Highlands at Wyomissing | |||||||
| 2000 Cambridge Avenue | Wyomissing | PA | 19610 | 222790840 | 501c3 | $92,000 | Tractor, sign, electrical work, employees |
| The Nature Conservancy | |||||||
| 555 E North Lane Ste 6030 | Conshohocken | PA | 19428 | 530242652 | 501c3 | $10,000 | PA Chapter for Work in PA |
| The Nonprofit Center at LaSalle University's School of Business | |||||||
| 1900 West Olney Avenue | Philadelphia | PA | 19141 | 231352654 | 501c3 | $28,000 | Nonprofit Leadership professional development |
| The Salvation Army - Boyertown Corps | |||||||
| PO Box 254 | Boyertown | PA | 19512 | 135562351 | 501c3 | $10,000 | Unexpected expenses or revenue losses as a result of the pandemic |
| Third Option Foundation | |||||||
| 12007 Sunrise Valley Drive Ste 105 | Reston | VA | 20191 | 464884866 | 501c3 | $10,000 | General Support - In Honor Of David H. Petraeus |
| Tulpehocken Area School District | |||||||
| 27 Rehrersburg Road | Bethel | PA | 19507 | 236050725 | 501c3 | $9,187 | Teacher grants for the 2019/2020 school year |
| United Way of Berks County | |||||||
| PO Box 702 | Reading | PA | 196030702 | 231655375 | 501c3 | $29,900 | 2020 Annual Campaign, Berks Covid-19 Response |
| United Way of Boyertown Area | |||||||
| P O Box 213 | Boyertown | PA | 195120213 | 236395495 | 501c3 | $5,280 | General Support |
| Veterans Making a Difference | |||||||
| 2412 Spring Street | West Lawn | PA | 19609 | 462352609 | 501c3 | $10,000 | General Support |
| Villanova University | |||||||
| 800 East Lancaster Avenue | Villanova | PA | 19085 | 231352688 | 501c3 | $9,702 | Annual Distribution |
| Vision Resource Center of Berks County | |||||||
| 2020 Hampden Boulevard | Reading | PA | 196041499 | 231381374 | 501c3 | $136,350 | general, improvement plan |
| Werner Acres | |||||||
| 897 North Lancaster Street | Jonestown | PA | 17038 | 454297761 | N/A | $21,667 | Installation of solar panels |
| West Reading Police Department | |||||||
| 500 Chestnut Street | West Reading | PA | 19611 | 236002959 | GOV | $5,239 | For the K9 Unit |
| Western Berks Ambulance Assn | |||||||
| 2506 Belmont Avenue | West Lawn | PA | 196091535 | 236398510 | 501c3 | $10,000 | General Support |
| WITF Public Media | |||||||
| 4801 Lindle Road | Harrisburg | PA | 17111 | 231629016 | 501c3 | $60,000 | PA Post Report for America 2020-2021 |
| Wyomissing Fire Department | |||||||
| Fire Station 79 | Wyomissing | PA | 19610 | 236002963 | 501c3 | $15,000 | For wish list items and general operating support |
| Wyomissing Public Library | |||||||
| 9 Reading Avenue | Wyomissing | PA | 19610 | 231237320 | 501c3 | $9,700 | Annual Distribution |
| YMCA of Reading & Berks County | |||||||
| PO Box 1622 | Reading | PA | 19603 | 231244009 | 501c3 | $10,000 | Day Care Center Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 95 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Scholarships to primary and secondary schools | 336 | $918,190 | |||
| Support for special needs children | 2 | $59,416 | Book | Lift Bathroom renovation | |
| Funeral expenses | 5 | $2,020 | |||
| Respite care | 2 | $4,400 | |||
| Camp, lessons sports scholarships | 25 | $7,095 | |||
| Support for extraordinary needs | 51 | $25,304 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Kevin K Murphy | |||||
| President | $202,236 | $25,000 | $6,817 | $8,529 | $242,582 |
| Frances A Aitken | |||||
| Treasurer Chief Operating Officer | $139,863 | $10,500 | $4,471 | $5,488 | $160,322 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II Line 1a | FormAndLineReferenceDesc |
| Explanation | A portion of social club dues is reimbursed due to networking and meetings with local key leaders in the community. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,768 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | High/Low Average | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b | The Foundations Audit Committees primary function is to assist the Board in fulfilling its oversight responsibilities relating to monitoring the quality, reliability and integrity of the external financial reporting process. This includes the audited financial statements as well as the IRS Form 990. The Audit Committee reviews both documents and will make a recommendation to the Board for approval. The Board is provided copies of the consolidated financial statements and Form 990 for review before approval. |
| Form 990, Part VI, Line 12c | Annually all board members, committee members, and staff are required to complete a conflict of interest form. Completed forms are submitted to the Governance Committee. One of the Governance Committees roles is to annually review the conflict of interest forms submitted and make any necessary disclosures if a conflict is noted. |
| Form 990, Part VI, Line 15a | The compensation of the President of the Community Foundation is reviewed and recommended annually by the Executive Committee of the Board. The committee meets in executive session without staff present. They review the established performance objectives and results of the President. In addition, the committee reviews industry compensation data from Forms 990 of peer group entites. It also reviews comparable local data provided periodically by a regional human resources consulting firm. After reviewing that material, the Executive Committee establishes a compensation level that is designed to recognize current market conditions and performance in the position. This information is then reviewed in executive session with the board, which votes upon compensation. |
| Form 990, Part VI, Line 19 | The Foundation has an open book policy of disclosure of information to the public. All board members, committee members and staff are aware of the Foundations conflict of interest policy as they are required to annually read the policy and complete a questionnaire as to any conflicts they may have. These forms are reviewed by the Foundations Governance Committee and, if necessary, disclosure of any noted conflict is made to the board, committee, staff and disclosed in the Foundations audited financial statements. Governing documents are made available to anyone who asks for them. All fund agreements reference the governing documents and are provided to anyone who requests a copy. Audited financial statements and Form 990 are available to the public immediately after they are completed on the Foundations website. Form 1023 is available upon request. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances Change in Agency Funds 11,710 plus 10,183 Change in value beneficial interest in perpetual trust plus change in Loan Loss Reserve 1,838 23,731 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| BCCF Properties LLC | ||||||||
| 237 Court Street | Reading | PA | 19601 | 812246750 | Hold and manage real estate | PA | $13 | Berks Cnty Comm Foundation |
| Community Properties LLC | ||||||||
| 237 Court Street | Reading | PA | 19601 | 352549052 | Hold and manage real estate | PA | $11,600 | Berks Cnty Comm Foundation |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Berks County Comm Fdn Properties II | ||||||||||
| 237 Court Street | Reading | PA | 19601 | 431985063 | To accept gifts of real property | PA | 501c3 | 509A3 Type I | N/A | false |
| Berks Community Health Alliance | ||||||||||
| 237 Court Street | Reading | PA | 19601 | 236783277 | Accept gifts for charitable purposes | PA | 501c3 | 509A3 Type I | N/A | false |
| South Mountain Camps Foundation | ||||||||||
| 237 Court Street | Reading | PA | 19601 | 264511865 | Accept gifts for charitable purposes | PA | 501c3 | 509A3 Type I | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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