2017-10-24T01:51:39-00:00 2017-06-30 Roswick & Company LLC 110 Love Road Suite H Reading PA 19607 990 2016-07-01 232769892 Berks County Community Foundation Inc BERK 6106852223 237 Court Street Reading PA 19601 Kevin K Murphy President 2017-10-24 true Megan L Roswick 6105750277 2017-10-24 X 72.92.83.163 2017-10-31 13:31:23 ED P 4C2E8418E126DAD68410AE27447BF915CABE3CA9 4C2E8418E126DAD68410AE27447BF915CABE3CA9 2016 2021-01-29 14:40:06Z Kevin K Murphy 237 Court Street Reading PA 19601 37343685 false X www.bccf.org X 1994 PA To promote philanthropy and improve the quality of life for the residents of Berks County, Pennsylvania. 14 13 11 217 0 7382542 7737266 0 1561601 2712386 19459 -7904 8963602 10441748 2673506 2986117 0 810842 861719 0 384131 1106367 1133405 4590715 4981241 4372887 5460507 63773131 74088893 4126901 4175247 59646230 69913646 To promote philanthropy and improve the quality of life for residents of Berks County false false 4095265 2986117 42988 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. 4095265 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 24 0 true 11 true false true CJ false false false true true true 1 false false false false false false X 14 13 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 183311 0 18248 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 Michael Rivera Director 001.00 X 0 0 0 Elaine McDevitt Director 001.00 X 0 0 0 J William Widing III Esq 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 129696 0 7136 Jay R Wagner Secretary 001.00 X 0 0 0 313007 25384 2 false true false 125000 7612266 211841 7737266 1116130 1116130 35143 35143 35143 35143 28267736 132132 26658210 145402 1609526 -13270 1596256 1596256 47433 119643 98325 -50892 -50892 Other income 900099 7845 7845 7845 10441748 42988 2661494 2094134 2094134 891983 891983 0 0 379368 90219 137402 151747 0 416572 285443 93910 37219 9927 6226 2526 1175 25712 16126 6543 3043 30140 18902 7669 3569 0 29867 11791 18076 25318 25318 12000 12000 146008 146008 173668 143546 30122 40159 18777 10691 10691 25184 11552 7385 6247 107801 39745 34028 34028 0 110596 67398 21613 21585 5869 4877 496 496 0 81023 58685 11169 11169 49639 16547 16546 16546 0 183767 91884 51455 40428 38924 6975 6975 24974 Dues Subscriptions 28254 14127 7911 6216 Bank fees 3030 1019 2011 Special events 72298 47301 9999 14998 0 4981241 4095265 501845 384131 72758 3643 4159366 1827550 59230 828335 846 1496 1278175 1032583 135900 7701 2492 6662302 1488529 5329935 5173773 44891232 55023338 7098613 9377523 739375 818160 63773131 74088893 92042 166104 1487911 1506080 1697903 1619312 849045 883751 4126901 4175247 X 58906855 69095486 739375 818160 59646230 69913646 63773131 74088893 X 5460507 4791923 14986 X false true X true false X 2744095 2101109 2827122 2805834 6217927 16696087 2744095 2101109 2827122 2805834 6217927 16696087 5138632 11557455 1624646 1882381 1278390 1157069 1116130 7058616 23754703 199816 0.48650 0.51570 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12000 12000 4083265 4095265 354763 88691 318672 334808 337403 354763 1345646 2018469 622 993 1357 12000 14972 79668 83792 84351 88691 336502 504753 46 309 4029592 3707674 866754 2119363 14794759 55118886 true true false 51989845 8713910 7335259 2803894 834259 64400861 51570006 4968347 -1184998 2595628 767882 51989845 51503706 1768675 1538832 2511591 729616 51570006 45991182 1330384 7609553 2738930 688483 51503706 42263390 1827504 5352545 2863440 588817 45991182 1.00000 false false 238754 238754 6105225 1213361 4891864 132979 131977 28607 185344 170796 14548 5173773 4995663 F Financial derivatives and other financial products 4995663 F Closely-held equity interests Private equity partnerships 4381860 F 9377523 Federal income taxes Annuity payment liability 419193 Funds held as agency endowment 462458 Security deposits 2100 883751 X 15215804 4791923 200366 4992289 10223515 146008 72225 218233 10441748 5023572 203266 203266 4820306 146008 14927 160935 4981241 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 13,754 Direct Expenses shown net of income on 990 Special Event expense 98,325 Brokerage expense 9,502 Change in FMV of beneficial interest in perpetual trust 78,785 XI 4b Contributions, investment income and gains agency endowment 72,225 XII 2d Supporting Organization expenses shown on separate form 990EZ BCCF Properties II 88,939 Direct Expenses shown net of income on 990 Special Event expense 98,325 Brokerage expense 9,502 XII 4b Grant expense on agency endowment funds 14,926 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 110467 84827 25640 1524 14502 55000 8750 Small Steps Golf 22900 11965 10935 7581 2505 2 33709 22851 10858 6077 2386 167076 119643 47433 1524 28160 55000 13641 98325 -50892 true Alvernia University 400 St Bernardine Street Reading PA 19607 231522643 501c3 8000 SUCCESS Project American Cancer Society - Berks Unit 498 East Bellevue Avenue Reading PA 19605 251798733 501c3 21670 Looks Good Feel Better Free Reduced Cost Wig Reach to Recovery Animal Rescue League of Berks County Inc 58 Kennel Road Birdsboro PA 19508 231417505 501c3 26500 General operating support Berks Alliance PO Box 16052 Reading PA 19612 475101292 501c3 10000 General Support Berks Area Mountain Biking Association PO Box 6121 Wyomissing PA 19610 461144507 501c3 6700 Klapperthal Bridge Improvement Project on Neversink Mountain Berks Catholic High School 955 East Wyomissing Blvd Reading PA 19611 320336345 501c3 10000 Capital Campaign Berks County Sheriff's Department 633 Court Street 3rd Fl Reading PA 19601 236003049 Gov 6026 K9 roof replacement Bethel-Tulpehocken Public Library 8601 Lancaster Avenue Bethel PA 19507 232692366 501c3 10000 lighting and air conditioning upgrades Borough Council Borough of Shillington PO Box 247 Shillington PA 19607 236002944 Gov 10000 Annual Distribution Borough of West Reading 500 Chestnut Street Reading PA 19611 236002959 Gov 10000 Energy Audit Boyertown Lions Community Ambulance Service Inc 2 East Second Street Boyertown PA 19512 236266685 501c3 6000 Heating/air conditioning generator Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 120000 Downtown Boyertown Community Vision and Implementation Plan Calvary United Methodist Church 1 W Wyomissing Avenue Mohnton PA 19540 231705296 501c3 5900 2016 distribution Caron Treatment Centers PO Box 150 Wernersville PA 195650150 236050680 501c3 7500 Veterans Healing Through Connection Center for Governmental Research One South Washington Street Rochester NY 14614 160754774 501c3 119000 2017 Berks County Vital Signs Project Centro Hispano Daniel Torres 501 Washington Street Reading PA 19603 232041081 501c3 20000 Sabor Latino Music Arts Festival The Children's Home of Reading 1010 Centre Ave Reading PA 19601 231352080 501c3 100000 For the Chapel City of Reading 815 Washington Street Reading PA 19601 236001907 Gov 15000 Christmas in the City 2016 City of Reading Police Department 815 Washington Street Reading PA 19601 236001907 Gov 11349 Support of K9 Unit Co-County Wellness Services 429 Walnut Street Reading PA 196038626 232657264 501c3 41930 Berks Teens Matter program Colebrookdale Railroad Preservation Trust 43 South Chestnut St Boyertown PA 19512 454265442 501c3 130000 General operating support Conrad Weiser Bioscience Club 44 Big Spring Road Robesonia PA 19551 236005756 501c3 10000 For material and equipment Easy Does It Inc 1300 Hilltop Road Leesport PA 19533 232550089 501c3 10000 Energy Audit Entrepreneurs' Connection 103 South 5th Street Reading PA 19602 262560180 501c3 10534 Gate at Reading Rising Park Foundation for Reading Area Community College 10 South Second St Reading PA 196031706 232273163 501c3 150000 Capital Campaign Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 16500 General, Feed Their Imagination 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 Theatre on Penn Street Girl Scouts of Eastern Pennsylvania 330 Manor Rd Miquon PA 19444 231352309 501c3 10000 Funded Initiatives Program Greater Berks Food Bank 117 Morgan Drive Sinking Spring PA 19608 222456238 501c3 15000 General operating support The Highlands at Wyomissing 2000 Cambridge Avenue Wyomissing PA 19610 222790840 501c3 20000 One John Deere XUV8251 Truck Holy Cross Calvary Campus 831 North Wyomissing Blvd Wyomissing PA 196101763 236259703 501c3 8000 General Support Hope Rescue Mission 645 North 6th Street Reading PA 19601 231413677 501c3 83725 Veterans Social Center Jewish Federation of Reading 1100 Berkshire Blvd Ste 125 Wyomissing PA 19610 231728784 501c3 44170 Jewish Family Service Program JK Boyer Boyertown Community Library 29 E Philadelphia Avenue Boyertown PA 19512 232519885 501c3 10000 Energy Audit Junior Achievement of Southeastern PA 994 Old Eagle School Road Suite 101 Wayne PA 19087 231386172 501c3 5200 2016 distribution Literacy Council of Reading-Berks Inc 35 South Dwight Street West Lawn PA 19609 232004957 501c3 10000 Community Health Worker/Workforce Development Bridge Training Program Mid-Atlantic Renewable Energy Assoc Inc PO Box 84 Kutztown PA 19530 270121414 501c3 7000 Opportunity House solar hot water heating expansion Mifflin Community Library 6 Philadelphia Avenue Shillington PA 19607 232980611 501c3 10000 Annual Distribution 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 The Nature Conservancy 4245 N Fairfax Drive Ste 100 Arlington VA 22203 530242652 501c3 10000 For the PA Chapter for Pennsylvania work Olivet Boys and Girls Club of Reading & Berks 1161 Pershing Boulevard Reading PA 19611 231365380 501c3 9000 General Support Our Town Foundation 335 State Street Hamburg PA 19526 251896200 501c3 13500 Arts in Hamburg Pennsylvania Economy League of Central PA 88 No Franklin St Suite 200 WilkesBarre PA 187011393 231352264 501c3 105000 PEL report on distressed cities 2016 Pennsylvania School for the Deaf 100 West School House Lane Philadelphia PA 19144 231581227 501c3 9834 Annual Distribution The Reading Area Firefighters Museum Inc 501 South 5th Street Reading PA 19602 743112111 501c3 23200 Cosmetic structural repairs to Museum Reading Choral Society 201 Washington Street Suite 504 Reading PA 19601 231970528 501c3 9000 Keep Reading alive with Choral Music to keep the city singing Reading Downtown Improvement District Authority 645 Penn St 5th Fl Reading PA 19603 232798872 Gov 165000 Downtown Concert, Market, Fire Ice Reading Health System Foundation 6th Avenue Spruce Street A2 South Reading PA 19612 473054125 501c3 16800 2017 Quality Improvement Award Reading Musical Foundation PO Box 14835 Reading PA 19612 231472487 501c3 6250 Keri Shultz registration to attend Executive Education Program March 2017 Reading Recreation Commission 320 South 3rd Street Reading PA 19602 383860043 501c3 26000 Different childrens programs Reform Congregation Oheb Sholom 555 Warwick Drive Wyomissing PA 196101825 231664967 501c3 18500 10,000 General Support 7,500 Dues 1,000 Sisterhood Ryerss Farm for Aged Equines 1710 Ridge Road Pottstown PA 19465 236215037 501c3 15000 Turnout blankets for horses general operating support Safe Berks 255 Chestnut Street Reading PA 19602 232087191 501c3 48670 General Emergency Safe House South Mountain YMCA PO Box 147 Wernersville PA 19565 232239399 501c3 94234 General support St Ignatius Loyola Roman Catholic Church 2810 St Albans Drive Sinking Spring PA 196081028 231684800 501c3 9834 Annual Distribution State Theatre Preservation Society 61 North Reading Avenue Boyertown PA 19512 810915823 501c3 30000 Digital projection and sound equipment United Way of Berks County PO Box 702 Reading PA 196030702 231655375 501c3 10000 2017 Annual Campaign United Way of Boyertown Area P O Box 213 Boyertown PA 195120213 236395495 501c3 5192 Annual Distribution United Way of Southwestern Pennsylvania 1250 Penn Avenue Pittsburgh PA 15230 251043578 501c3 7500 Campaign for What Works - FamilyFirstPA Villanova University 800 East Lancaster Avenue Villanova PA 19085 231352688 501c3 9834 Annual Distribution Vision Resource Center of Berks County 2020 Hampden Boulevard Reading PA 196041499 231381374 501c3 13670 General Operating Support Wyomissing Police Department 22 Reading Blvd Wyomissing PA 19610 236002963 Gov 10000 Items on the Departments 1/20/17 wishlist Wyomissing Public Library 9 Reading Avenue Wyomissing PA 19610 231237320 501c3 10200 Annual Distribution YMCA of Reading & Berks County PO Box 1622 Reading PA 19603 231244009 501c3 10000 Senior programs at Mifflin Area Y The Yocum Institute for Arts Education 1100 Belmont Avenue Wyomissing PA 19610 231365985 501c3 15660 Jazz Fest for Kids 67 School scholarships 334 816012 Support for special needs children 4 40602 Book Bathroom expansion, chair lift, van lift Respite care 6 5359 Extraordinary needs 69 30011 X true true X X X X X X false false false false false false false false false Kevin K Murphy President 173311 10000 5825 12423 201559 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 6 210061 FMV X Goods for Special events 1 1780 Cost 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 57,299 plus 78,785 Change in value beneficial interest in perpetual trust less 6,500 Loan loss reserve 14,986 BCCF Properties LLC 237 Court Street Reading PA 19601 812246750 Hold and manage real estate PA -9770 13 Berks Cnty Comm Foundation Community Properties LLC 237 Court Street Reading PA 19601 352549052 Hold and manage real estate PA 6600 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