2018-10-18T03:00:45-00:00 2018-06-30 Roswick & Company LLC 110 Love Road Suite H Reading PA 19607 990 2017-07-01 232769892 Berks County Community Foundation Inc BERK 6106852223 237 Court Street Reading PA 19601 Kevin K Murphy President 2018-10-18 true Megan L Roswick 6105750277 2018-10-18 X 72.92.83.163 2018-10-18 16:38:12 ED P 3AA0520489DCFDE57A82BCDBEACDA30676BF0891 3AA0520489DCFDE57A82BCDBEACDA30676BF0891 2017 2018-06-14 16:35:46Z Kevin K Murphy 237 Court Street Reading PA 19601 16613690 false X www.bccf.org X 1994 PA To promote philanthropy and improve the quality of life for the residents of Berks County, Pennsylvania. 15 14 12 203 0 7737266 3638590 0 2712386 3691771 -7904 40269 10441748 7370630 2986117 4896729 0 861719 967269 0 314541 1133405 1174646 4981241 7038644 5460507 331986 74088893 77628475 4175247 5073266 69913646 72555209 To promote philanthropy and improve the quality of life for residents of Berks County false false 6083809 4896729 47545 Berks County Community Foundation helps people find the best way to make charitable gifts to support the community. The Community Foundation manages over 300 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. 6083809 true true false true false true false false false true true true false false true true false true false false false false false false true false false true true true false false false false false false false false true false false false true true false false false true 27 0 true 12 true false true CJ false false false true true false false false false false false false X 15 14 false false false false false false false true true false false true true true true true true true true false PA X X The Organization 6106852223 237 Court Street Reading PA 19601 Kevin K Murphy President 037.50 X X 189504 0 17753 P Sue Perrotty Board Chair 001.00 X X 0 0 0 Latisha Bernard Schuenemann Asst Treasurer 001.00 X X 0 0 0 James S Boscov Director 001.00 X 0 0 0 Eric Burkey Director 001.00 X 0 0 0 P Michael Ehlerman Director 001.00 X 0 0 0 Steve Fritz Director 001.00 X 0 0 0 Michael Mixell Esq Director 001.00 X 0 0 0 Lyn Camella-Rich Director 001.00 X 0 0 0 Elaine McDevitt Director 001.00 X 0 0 0 Michael Rivera Director 001.00 X 0 0 0 Marilu Rodriguez-Bauer Esq Director 001.00 X 0 0 0 Ramona Turpin Director 001.00 X 0 0 0 Al Weber Director 001.00 X 0 0 0 Frances A Aitken Treasurer VP Finance Operations 037.50 X 133706 0 8881 Jay R Wagner Secretary 001.00 X 0 0 0 323210 26634 2 false true false 3638590 344976 3638590 1407359 1407359 37022 37022 37022 37022 11490809 9206397 2284412 2284412 2284412 29387 120532 36663 -7276 -7276 Other income 900099 10523 10523 10523 7370630 47545 3684495 3902469 3902469 994260 994260 0 0 409868 146917 147976 114975 0 477017 307308 124514 45195 9534 4987 2893 1654 36017 24358 8997 2662 34833 22440 9092 3301 0 36597 19601 16996 26175 26175 0 149466 149466 327801 296739 31062 49657 17931 5605 26121 32041 27412 3633 996 105948 56927 31651 17370 0 94424 57992 18649 17783 11005 10333 429 243 0 62885 47665 9715 5505 53287 31973 10657 10657 0 173445 110235 31605 31605 37885 27855 6402 3628 Dues Subscriptions 23342 17808 3532 2002 Bank fees 2312 1067 1245 Special events 93028 62184 30844 Recovery of bad debt expense -104652 -104652 0 7038644 6083809 640294 314541 3643 56235 1827550 2634008 828335 19820 1496 2861 1032583 822823 2492 6668545 1643286 5173773 5025259 55023338 58201531 9377523 10011925 818160 854013 74088893 77628475 166104 148530 1506080 2517798 1619312 1540253 883751 866685 4175247 5073266 X 69095486 71701196 818160 854013 69913646 72555209 74088893 77628475 X 331986 2288326 21251 X false true X true false X 2101109 2827122 2805834 6217927 3638590 17590582 2101109 2827122 2805834 6217927 3638590 17590582 4665335 12925247 1882381 1278390 1157069 1116130 1407359 6841329 24431911 221694 0.52900 0.48650 X 0.00000 0.00000 13490 13490 6070319 6083809 454190 113548 334808 337403 354763 454190 1481164 2221746 993 1357 12000 13490 27840 83792 84351 88691 113548 370382 555573 45 311 750530 2888060 1989893 2906836 14218676 58336533 true true false 64400861 3460185 5801727 4526283 923034 68213456 51989845 8713910 7335259 2803894 834259 64400861 51570006 4968347 -1184998 2595628 767882 51989845 51503706 1768675 1538832 2511591 729616 51570006 45991182 1330384 7609553 2738930 688483 51503706 1.00000 false false 238754 238754 6105225 1369905 4735320 133233 93233 40000 191333 180148 11185 5025259 5254436 F Financial derivatives and other financial products 5254436 F Closely-held equity interests Private equity partnerships 4757489 F 10011925 Federal income taxes Annuity payment liability 389724 Funds held as agency endowment 474461 Security deposits 2500 866685 X 9546088 2288326 75491 2363817 7182271 149466 38894 188360 7370631 6902145 39859 39859 6862286 149466 26892 176358 7038644 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 Supporting Organization income shown on separate 990EZ for BCCF Properties II 2,975 Direct Expenses shown net of income on 990 Special Event expense 36,663 Change in FMV of beneficial interest in perpetual trust 35,853 XI 4b Contributions, investment income and gains agency endowment 38,894 XII 2d Supporting Organization expenses shown on separate form 990EZ BCCF Properties II 596 Direct Expenses shown net of income on 990 Special Event expense 36,663 Loan Loss reserve 2,600 XII 4b Grant expense on agency endowment funds 26,892 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. Veterans Luncheon 119900 108780 11120 17257 7500 K9 Golf/Bowling 22144 6712 15432 5880 1440 1 7875 5040 2835 4091 495 149919 120532 29387 27228 7500 1935 36663 -7276 true Alvernia University 400 St Bernardine Street Reading PA 19607 231522643 501c3 72000 Sponsor student Reading Collegiate Scholars Program American Cancer Society 498 East Bellevue Avenue Reading PA 19605 251798733 501c3 14225 Various programs Animal Rescue League 58 Kennel Road Birdsboro PA 19508 231417505 501c3 25800 General Support Julies Way Baseballtown Charities PO Box 15050 Reading PA 19612 161663348 501c3 10000 Youth baseball programs Baseballtown Charities PO Box 15050 Reading PA 19612 161663348 501c3 10000 Dream League Field Baseballtown Charities PO Box 15050 Reading PA 19612 161663348 501c3 20000 Baseballtown Charities Museum Berks County Chamber Foundation 201 Penn Street Ste 501 Reading PA 19601 222661138 501c3 70000 Farmers Market Berks County Chamber Foundation 201 Penn Street Ste 501 Reading PA 19601 222661138 501c3 105000 Executive Director Downtown Revitalization Berks History Center 940 Centre Avenue Reading PA 19601 231421917 501c3 5500 Berks History on Penn Street Berks Military History Museum PO Box 102 Mohnton PA 19540 475444082 501c3 8500 Mohnton Memorial Park Berks Nature 575 St Bernardine Street Reading PA 19607 231966295 501c3 20000 Conservation work Berks Visiting Nurse Association 1170 Berkshire Boulevard Wyomissing PA 19610 231466250 501c3 60000 Childhood immunizations Berks Visiting Nurse Association 1170 Berkshire Boulevard Wyomissing PA 19610 231466250 501c3 5500 Community Allies Program Borough Council Borough of Shillington PO Box 247 Shillington PA 19607 236002944 gov 10000 Annual Distribution Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 5600 Wheels project of Studio B Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 20000 Construction of Tourism Office Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 120000 Tourism consulting Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 94000 Staff support for tourism office Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 10000 Business recruitment development Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 15000 Trail feasibility study Center for Governmental Research One South Washington Street Rochester NY 14614 160754774 501c3 20000 Vital Signs website 2018 - 2020 Centro Hispano Daniel Torres 501 Washington Street Reading PA 19603 232041081 501c3 8000 Annual Support Christ Episcopal Church 435 Court Street Reading PA 196031094 231360838 501c3 12000 General Support City of Reading 815 Washington Street Room 2-33 Reading PA 19601 236001907 gov 15000 Christmas in the City 2017 City of Reading Fire Department 815 Washington Street Ste 1-41 Reading PA 19601 236001907 gov 6000 Accelerant-sniffing dog City of Reading Police Department 815 Washington Street Reading PA 19601 236001907 gov 27695 K9 Unit Clare of Assisi House 325 South 12th Street Reading PA 19602 471044541 501c3 20000 Capital Campaign Co-County Wellness Services 429 Walnut Street Reading PA 196038626 232657264 501c3 12860 Berks Teens Matter Youth Ambassador Program Colebrookdale Railroad Preservation Trust 100 South Chestnut St Boyertown PA 19512 454265442 501c3 30146 To create videos Colebrookdale Railroad Preservation Trust 100 South Chestnut St Boyertown PA 19512 454265442 501c3 753000 Railyard restoration project Foundation for Reading Area Community College 10 South Second St Reading PA 196031706 232273163 501c3 8000 General Support Foundation for Reading Area Community College 10 South Second St Reading PA 196031706 232273163 501c3 6350 Capital Campaign Foundation for Reading Area Community College 10 South Second St Reading PA 196031706 232273163 501c3 27000 Anna Weitz Scholarship Fund Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 16500 Natural Science Gallery upgrades Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 6500 Feed Their Imagination Program Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 10500 Annual Distribution Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 10000 Replace/maintain trees Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 75000 Replace bridge Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 10000 Doc McStuffins Exhibit Friends of Yemin Orde 4340 East West Hwy Ste 202 Bethesda MD 208144488 223090463 501c3 10000 General Support Genesius Theatre 153 North Tenth Street Reading PA 19601 232362920 501c3 9950 Memphis in the 6th Penn Courtyard GoggleWorks Center for the Arts 201 Washington Street Reading PA 19601 412165262 501c3 10000 General Operating Support GoggleWorks Center for the Arts 201 Washington Street Reading PA 19601 412165262 501c3 8000 Enhancing Well-Being Through Creativity Greater Berks Food Bank 117 Morgan Drive Sinking Spring PA 19608 222456238 501c3 10000 Produce 4 Kids Program Greater Berks Food Bank 117 Morgan Drive Sinking Spring PA 19608 222456238 501c3 40000 General Operating Support Hope Lutheran Church 601 North Front Street Reading PA 19601 236001181 501c3 10000 Cafe Esperanza Everybody Eats Hope Rescue Mission 645 North 6th Street Reading PA 19601 231413677 501c3 35548 Veterans Social Center Hope Rescue Mission 645 North 6th Street Reading PA 19601 231413677 501c3 5500 Monthly Utility Contribution Hope Rescue Mission 645 North 6th Street Reading PA 19601 231413677 501c3 25000 Veterans Social Center JK Boyer Boyertown Community Library 24 N Reading Ave Boyertown PA 19512 232519885 501c3 5650 Energy Audit Jewish Federation of Reading 1100 Berkshire Blvd Ste 125 Wyomissing PA 19610 231728784 501c3 19225 Jewish Family Service Program Jewish Federation of Reading 1100 Berkshire Blvd Ste 125 Wyomissing PA 19610 231728784 501c3 20000 For the Local Community Fund Jewish Federation of Reading 1100 Berkshire Blvd Ste 125 Wyomissing PA 19610 231728784 501c3 7500 General Support Little Acts of Love P O Box 120 Wernersville PA 19565 454467728 501c3 6000 Summer Service Camp Mary's Shelter 615 Kenhorst Blvd Reading PA 19611 232722494 501c3 26000 Boiler for Kenhorst Mifflin Community Library 6 Philadelphia Avenue Shillington PA 19607 232980611 501c3 10000 Annual Distribution Missionary Sisters of the Most Sacred Heart of Jesus 51 Seminary Avenue Reading PA 19605 231352233 501c3 7000 Convent Window Replacement Project MOM-n-PA 420 East Orange Street Shippensburg PA 17257 454645257 501c3 15000 May event in Reading National Geographic Society 1145 17th St NW Washington DC 200908199 530193519 501c3 10000 General Operating Support National Wildlife Refuge Association 1001 Connecticut Ave NW Ste 905 Washington DC 20036 237447365 501c3 10000 General Operating Support Nature Conservancy 4245 N Fairfax Drive Ste 100 Arlington VA 22203 530242652 501c3 10000 Pennsylvania Chapter for work North American Passive House 401 North Michigan Avenue Ste 500 Chicago IL 60611 300211695 501c3 10000 Sponsor Conference Olivet Boys and Girls Club 1161 Pershing Boulevard Reading PA 19611 231365380 501c3 10000 General Support Our Town Foundation 335 State Street Hamburg PA 19526 251896200 501c3 15000 Support public art in Hamburg Pennsylvania Coalition Against Domestic Violence 3605 Vartan Way Ste 101 Harrisburg PA 17110 232052886 501c3 25000 Teach economic security skills to women Pennsylvania School for the Deaf 100 West School House Lane Philadelphia PA 19144 231581227 501c3 9042 Annual Distribution Planned Parenthood PO Box 813 Trexlertown PA 180870813 232450112 501c3 10000 Berks County Branch Reading Choral Society 201 Washington Street Suite 504 Reading PA 19601 231970528 501c3 6985 Berks Choir Games Reading City Church 644 Penn Avenue West Reading PA 19611 383930112 501c3 16254 repairs and maintenance Reading Downtown Improvement District 645 Penn St 5th Fl Reading PA 19603 232798872 gov 440000 Concert series Reading Downtown Improvement District 645 Penn St 5th Fl Reading PA 19603 232798872 gov 180000 Signature event Reading Downtown Improvement District 645 Penn St 5th Fl Reading PA 19603 232798872 gov 50000 2018 Fire and Ice Festival Reading Hospital Foundation 6th Avenue Spruce Street A2 South Reading PA 19612 473054125 501c3 20000 2018 Quality Improvement Award Reading Public Library 100 South Fifth Street Reading PA 19602 232903846 501c3 28625 HVAC system at the Northeast Branch Reading Public Library 100 South Fifth Street Reading PA 19602 232903846 501c3 7500 Sponsor Cocktails and Classics event Reading Recreation Commission 320 South 3rd Street Reading PA 19602 383860043 501c3 13500 Urban Cooking Program Reading Recreation Commission 320 South 3rd Street Reading PA 19602 383860043 501c3 6000 2018 Program at Barbeys Playground Reading Recreation Commission 320 South 3rd Street Reading PA 19602 383860043 501c3 7500 COR 2018 Tennis Summer Program Reading Symphony Orchestra 147 N Fifth Street Ste 4 Reading PA 196013494 231741046 501c3 6000 Peter and the Wolf Reading Theater Project 1621 March Street Shillington PA 19607 113451703 501c3 6000 Pipers Pitch Reform Congregation 555 Warwick Drive Wyomissing PA 196101825 231664967 501c3 18500 General Support Dues Sisterhood Ringgold Band 3539-A Freemont Avenue Laureldale PA 19605 236003396 501c3 12000 Renovation of Hall Library Ringgold Band 3539-A Freemont Avenue Laureldale PA 19605 236003396 501c3 7250 3 Performances on Penn Street Ryerss Farm for Aged Equines 1710 Ridge Road Pottstown PA 19465 236215037 501c3 20000 For rescue horses SPARKS Foundation 110 West Wyomissing Avenue Mohnton PA 19540 061689284 501c3 6835 Science experiments for 4th grade students Safe Berks 255 Chestnut Street Reading PA 19602 232087191 501c3 19225 Emergency Safe House Safe Berks 255 Chestnut Street Reading PA 19602 232087191 501c3 10000 Education, Employment, Empowerment Safe Berks 255 Chestnut Street Reading PA 19602 232087191 501c3 60000 General Support Saint Francis University PO Box 600 Loretto PA 15940 251024358 501c3 5500 Sustainable Energy Project surveying Salvation Army - Boyertown PO Box 254 Boyertown PA 19512 135562351 501c3 15400 Purchase freezers and refrigerator South Mountain YMCA 201 Cushion Peak Road Reinholds PA 17569 232239399 501c3 79000 general support St Ignatius Loyola 2810 St Albans Drive Sinking Spring PA 196081028 231684800 501c3 9042 Annual Distribution St Joseph Medical Center PO Box 316 Reading PA 196030316 232649362 501c3 10000 Annual Fund Thistle Creek Farm 10702 Jonestown Road Annville PA 17003 270515908 501c3 10000 Poultry house rebuild Tulpehocken Area School District 27 Rehrersburg Road Bethel PA 19507 236050725 501c3 17704 Drivers education vehicle Tulpehocken Area School District 27 Rehrersburg Road Bethel PA 19507 236050725 501c3 5557 Teacher grants for the 2017/2018 school year United Community Services for Working Families 1251 N Front St Reading PA 19601 232962223 501c3 9325 Nurse Aide Training Program United Way of Berks County PO Box 702 Reading PA 196030702 231655375 501c3 10000 2018 Annual Campaign Veterans Making a Difference 2412 Spring Street West Lawn PA 19609 462352609 501c3 20000 General Support Village of Arts and Humanities 2544 Germantown Avenue Philadelphia PA 19133 223045318 501c3 9415 Barrio Alegria for El Circo del Barrio Villanova University 800 East Lancaster Avenue Villanova PA 19085 231352688 501c3 9042 Annual Distribution Vision Resource Center 2020 Hampden Boulevard Reading PA 196041499 231381374 501c3 16225 General Operating Support Western Berks Free Medical Clinic 480 Big Spring Road Robesonia PA 19551 010742666 501c3 30000 General support of the clinic Wyomissing Public Library 9 Reading Avenue Wyomissing PA 19610 231237320 501c3 9200 Annual Distribution YMCA of Reading & Berks County PO Box 1622 Reading PA 19603 231244009 501c3 10000 Replacement windows YMCA of Reading & Berks County PO Box 1622 Reading PA 19603 231244009 501c3 10000 Day Care Center Support Yocum Institute for Arts Education 3000 Penn Ave West Lawn PA 19609 231365985 501c3 21600 Neighborhood Bridges Program 118 Scholarships to primary and secondary schools 344 872987 Hurricane damage expense recovery 46 77968 Camp scholarships 8 3754 Respite care 2 2350 Extraordinary needs 65 37201 X true true X X X X false false false false false false false false false Kevin K Murphy President 183700 12000 5980 11774 213454 Part II Line 1a A portion of social club dues is reimbursed due to networking and meetings with local key leaders in the community. X 4 344976 High Low average false true false 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 12,002 plus 35,853 Change in value beneficial interest in perpetual trust less 2,600 Loan loss reserve 21,251 BCCF Properties LLC 237 Court Street Reading PA 19601 812246750 Hold and manage real estate PA Berks Cnty Comm Foundation Community Properties LLC 237 Court Street Reading PA 19601 352549052 Hold and manage real estate PA Berks Cnty Comm Foundation 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 false false false false false false false false false false false false false false false false false false false