2016-11-10T10:44:24-00:00 2016-06-30 Roswick & Company LLC 110 Love Road Suite H Reading PA 19607 990 2015-07-01 232769892 Berks County Community Foundation Inc BERK 6106852223 237 Court Street Reading PA 19601 Kevin K Murphy President 2016-11-10 true Megan L Roswick 6105750277 2016-11-10 X 2015 2017-02-10 21:41:12Z Kevin K Murphy 237 Court Street Reading PA 19601 21885000 false X www.bccf.org X 1994 PA To promote philanthropy and improve the quality of life for residents of Berks County 14 13 11 234 0 3419700 7382542 1010 0 3375117 1561601 33234 19459 6829061 8963602 2797013 2673506 0 732838 810842 0 365839 1123073 1106367 4652924 4590715 2176137 4372887 62106881 63773131 4265920 4126901 57840961 59646230 To promote philanthropy and improve the quality of life for residents of Berks County false false 3748062 2673506 34584 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. 3748062 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 19 0 11 true false true CJ false false false true true false 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 X The Organization 6106852223 237 Court Street Reading PA 19601 Kevin K Murphy President CEO 037.50 X X 174808 0 14541 J William Widing III 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 Charles Haddad Esq Director 001.00 X 0 0 0 Kathleen D Herbein Director 001.00 X 0 0 0 Elaine McDevitt Director 001.00 X 0 0 0 P Sue Perrotty Director 001.00 X 0 0 0 Chris Pruitt 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 123293 0 7184 Jay R Wagner Secretary 001.00 X 0 0 0 298101 21725 2 false true false 7382542 1045947 7382542 1157069 1157069 28011 28011 28011 28011 13282555 12878023 404532 404532 404532 28250 125502 43375 -15125 -15125 Other income 900099 6573 6573 6573 8963602 34584 1546476 1791876 1791876 881630 881630 0 0 352609 84952 126614 141043 0 397097 275007 87718 34372 9519 6033 2382 1104 22428 14215 5613 2600 29189 18500 7305 3384 0 53093 15275 37818 20547 20547 0 145869 145869 116470 103024 13446 37489 16691 10399 10399 19815 9073 5815 4927 94078 33908 30085 30085 0 100720 63290 18719 18711 5725 4260 732 733 0 94872 73166 10853 10853 59001 23645 17678 17678 0 203487 101744 56976 44767 36656 6219 6218 24219 Dues Subscriptions 20801 10401 5824 4576 Conference center expenses 501 501 Bank fees 2773 1626 1147 Special events 94470 67157 10925 16388 0 4590715 3748062 476814 365839 283936 72758 1752332 4159366 657900 59230 3215 846 1586579 1278175 135900 1002 7701 6634697 1304762 5524352 5329935 46222001 44891232 5348010 7098613 727554 739375 62106881 63773131 143179 92042 1586811 1487911 1773538 1697903 762392 849045 4265920 4126901 X 57113407 58906855 727554 739375 57840961 59646230 62106881 63773131 X 4372887 -2522610 -45008 X false true X true false X 1412883 2744095 2101109 2827122 2805834 11891043 1412883 2744095 2101109 2827122 2805834 11891043 2176747 9714296 1005130 1624646 1882381 1278390 1157069 6947616 18838659 292057 0.51570 0.59080 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1357 1357 3746705 3748062 337403 84351 314895 318672 334808 337403 1305778 1958667 1743 622 993 1357 4715 78724 79668 83792 84351 326535 489803 43 296 3871466 3539326 574753 2098933 10377069 49269161 true true false 51570006 4968347 -1884998 2595628 767882 51289845 51503706 1768675 1538832 2511591 729616 51570006 45991182 1330384 7609553 2738930 688483 51503706 42263390 1827504 5352545 2863440 588817 45991182 35451135 10427119 -300875 2590797 723192 42263390 1.00000 false false 238754 238754 6105225 1056816 5048409 105374 91502 13872 185344 156444 28900 5329935 6721141 F Financial derivatives and other financial products 6721141 F Closely-held equity interests Limited Investment Partnerships 377472 F 7098613 Federal income taxes Annuity Payment Liability 441726 Funds held as agency endowment 405159 Security deposits 2160 849045 X 6292584 -2522610 6522 -2516088 8808672 145869 9061 154930 8963602 4579039 148871 148871 4430168 145869 14678 160547 4590715 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 13,772 Direct Special Event expenses 43,375 Change in FMV of beneficial interest in perpetual trust 50,625 XI 4b Contributions, investment income and gains agency endowment 9,061 XI 2d Supporting Organization expenses shown on separate form 990EZ BCCF Properties II 105,496 Direct Special Event expenses 43,375 XII 4b Grant expense on agency endowment funds 14,678 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 114875 105355 9520 11059 11898 Small Steps Golf 25260 14415 10845 7772 1653 2 13617 5732 7885 9852 1141 153752 125502 28250 28683 14692 43375 -15125 true Alvernia University 400 St Bernardine Street Reading PA 19607 231522643 501c3 25000 Sponsorship of lecture Animal Rescue League PO Box 69 Mohnton PA 19540 231417505 501c3 6500 Annual Distribution Berks Counseling Center 645 Penn Street 2nd Fl Reading PA 196013543 232043478 501c3 9500 Strategic Planning Project Berks County Industrial Development Authority 633 Court Street Reading PA 19601 237418629 Gov 25000 Micro-grid feasibility study Berks County Sheriff's Department 633 Court Street 3rd Fl Reading PA 19601 236003049 Gov 19270 K9 Training Center Berks Women in Crisis 255 Chestnut Street Reading PA 19602 232087191 501c3 50000 Capital Campaign Challenge Grant Borough Council Borough of Shillington PO Box 247 Shillington PA 19607 236002944 Gov 10000 Annual Distribution Boyertown Community Center 209 North Monroe Street Boyertown PA 19512 236272198 501c3 8300 Annual Distribution Boyertown Lions Community Ambulance Service 2 East Second Street Boyertown PA 19512 236266685 501c3 10000 Energy Audit Brookings Institution 1775 Massachusetts Avenue NW Washington DC 20036 530196577 501c3 6000 METRO/Honorarium Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 15000 Wayfinding Plan Implementation Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 5050 For native trees and landscaping Calvary United Methodist Church 831 North Wyomissing Blvd Wyomissing PA 196101763 236259703 501c3 8000 General Support Calvary United Methodist Church 831 North Wyomissing Blvd Wyomissing PA 196101763 236259703 501c3 5600 2015 distribution Caron Treatment Center PO Box 150 Wernersville PA 195650150 236050680 501c3 7500 Veterans Healing Through Connection Caron Treatment Center PO Box 150 Wernersville PA 195650150 236050680 501c3 8000 Peer Leadership Summit Caron Treatment Center PO Box 150 Wernersville PA 195650150 236050680 501c3 7500 Veterans Healing Through Connection Centro Hispano Daniel Torres 501 Washington Street Reading PA 19603 232041081 501c3 13198 Sabor Latino Festival Children's Home of Reading 1010 Centre Ave Reading PA 19601 231352080 501c3 6300 New Chapel Fund City of Reading Police Dept 815 Washington Street Reading PA 19601 236001907 Gov 10500 Transport Cody City of Reading Police Dept 815 Washington Street Reading PA 19601 236001907 Gov 14000 Purchase 2 dogs - Nero and Nikk Clay on Main 313 Main Street Oley PA 19547 263306974 501c3 7842 Art booths at festivals workshop Clay on Main 313 Main Street Oley PA 19547 263306974 501c3 8200 Energy Audit - Clay on Main Co-County Wellness Services 429 Walnut Street Reading PA 196038626 232657264 501c3 18000 Incr. Reproductive Health Care Teens Colebrookdale Railroad Preservation Trust 43 South Chestnut St Boyertown PA 19512 454265442 501c3 20000 Assistant Director position Communities In Schools of the Lehigh Valley Inc 1501 Lehigh Street Suite 206 Allentown PA 18103 232222874 501c3 60000 CIS program at Reading Inter. School East Berlin Community Library 105 Locust Street East Berlin PA 17316 232078578 501c3 45000 Solar project Eastcentral PA Area Health Education Center 5662 Interchange Road Lehighton PA 18235 251874842 501c3 6000 Youth Mental Health First Aid Ed Snider Youth Hockey 3601 South Broad Street Philadelphia PA 19148 202885113 501c3 10000 General Support Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 6500 Eat Well, Play Well Special Exhibition Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 11700 Annual Distribution Foundation for the Reading Public Museum 500 Museum Road West Reading PA 196111425 232563964 501c3 6000 Gov Mifflin SD 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 7530 Theatre on the Square Genesius Theatre 153 North Tenth Street Reading PA 19601 232362920 501c3 9950 Theatre on Penn Governor Mifflin School District 10 S Waverly Street Shillington PA 19607 231671237 Gov 23500 GM Coordinat. Council 10-year update Greater Berks Food Bank 117 Morgan Drive Sinking Spring PA 19608 222456238 501c3 50000 Capital Campaign Herd By A Horse 20 Winding Brook Drive Sinking Spring PA 19608 462840940 501c3 5500 Equine Therapy Imagining America at Syracuse University 203 Tolley Syracuse NY 13244 150532081 501c3 10450 Arts in the Fields - Alsace Twp JK Boyer Boyertown Community Library 29 East Philadelphia Ave Boyertown PA 19512 232519885 501c3 5050 General Support Jewish Federation of Reading 1100 Berkshire Blvd Ste 125 Wyomissing PA 19610 231728784 501c3 6400 General Support Jewish Federation of Reading 1100 Berkshire Blvd Ste 125 Wyomissing PA 19610 231728784 501c3 20000 For the Local Community Fund John Paul II Center for Special Learning 1092 Welsh Road Shillington PA 19607 462673757 501c3 100000 Capital Campaign Junior Achievement of Southeastern PA 994 Old Eagle School Road Suite 101 Wayne PA 19087 231386172 501c3 5100 2015 distribution Lauer's Park Elementary School 251 North Second Street Reading PA 196012901 236004134 501c3 9600 Literacy Materials for Kdgrtn 1st Gr Make-A-Wish Philadelphia 512 Township Line Road Ste 133 Blue Bell PA 19422 222755963 501c3 10000 General Support Mifflin Community Library 6 Philadelphia Avenue Shillington PA 19607 232980611 501c3 10000 Annual Distribution Oley Valley Community Education Foundation PO Box 331 Oley PA 19547 232867151 501c3 5700 Annual Distribution Olivet Boys and Girls Club of Reading & Berks 1161 Pershing Boulevard Reading PA 19611 231365380 501c3 10000 General Support Our Town Foundation 335 State Street Hamburg PA 19526 251896200 501c3 16000 Arts Are Alive in Hamburg PA CASA Association PO Box 681 Carlisle PA 17013 232954302 501c3 50000 CASA of Berks County Pocono Environmental Education Center 538 Emery Road Dingmans Ferry PA 18328 232424742 501c3 25000 Renovate/retrofit existing cabins Reading Buccaneers Drum & Bugle Corps PO Box 13032 Reading PA 196123032 232405295 501c3 6765 Distribution of balance of fund Reading Choral Society 201 Washington Street Suite 504 Reading PA 19601 231970528 501c3 7000 Reading Sings Reading Downtown Improvement District 645 Penn St 5th Fl Reading PA 19603 232798872 Gov 150000 Penn St. Concerts Fire Ice Fest Reading Downtown Improvement District 645 Penn St 5th Fl Reading PA 19603 232798872 Gov 8000 Pumpkin Festival Reading Health System PO Box 16052 Reading PA 196126053 232201344 501c3 10760 Truth and Consequences Reading Recreation Commission 320 South 3rd Street Reading PA 19602 383860043 501c3 6012 Seeds to Sprouts Cooking Proj. Reading Recreation Commission 320 South 3rd Street Reading PA 19602 383860043 501c3 13000 Girls Leadership Program Reading Recreation Commission 320 South 3rd Street Reading PA 19602 383860043 501c3 8000 2016 COR Tennis Summer Club Reading Theater Project 1621 March Street Shillington PA 19607 113451703 501c3 8000 Bridging the Arts project ReDesign Reading CDC 613 Franklin St Reading PA 19602 464776310 501c3 5630 Reading Bike Hub Bike Pump Track ReDesign Reading CDC 613 Franklin St Reading PA 19602 464776310 501c3 35000 First Friday exp matching grant ReDesign Reading CDC 613 Franklin St Reading PA 19602 464776310 501c3 8700 Art in the Open Reform Congregation Oheb Sholom 555 Warwick Drive Wyomissing PA 196101825 231664967 501c3 17500 General support Ringgold Band 3539-A Freemont Avenue Laureldale PA 19605 236003396 501c3 9900 Three concerts on Penn Street Ringgold Band 3539-A Freemont Avenue Laureldale PA 19605 236003396 501c3 9900 Community Bands in Downtown Reading RIZE 925 Grandell Avenue Reading PA 19605 467123039 501c3 7500 D.O.T.S. Bailando Music Art Fest Royals Charities 700 Penn Street Reading PA 19602 233085641 501c3 17213 General support Save Our Boyertown Town Clock Foundation PO Box 138 Boyertown PA 19512 464968405 501c3 10000 Clock restoration Schuylkill River Greenway Association 140 College Drive Pottstown PA 19464 232048152 501c3 20000 Security lighting for Schuylkill River Trail South Mountain YMCA PO Box 147 Wernersville PA 19565 232239399 501c3 7700 Annual Distribution South Mountain YMCA PO Box 147 Wernersville PA 19565 232239399 501c3 7600 Annual Distribution South Mountain YMCA PO Box 147 Wernersville PA 19565 232239399 501c3 36200 Quarterly distribution South Mountain YMCA PO Box 147 Wernersville PA 19565 232239399 501c3 36400 Quarterly Distribution United Way of Berks County PO Box 702 Reading PA 196030702 231655375 501c3 10000 2016 Annual Campaign United Way of Berks County PO Box 702 Reading PA 196030702 231655375 501c3 5360 General Support United Way of Boyertown P O Box 213 Boyertown PA 195120213 236395495 501c3 5896 General Support WCR Center for the Arts Inc 2650 Westview Drive Wyomissing PA 19610 320117034 501c3 22400 roof structural repairs Wyomissing Public Library 9 Reading Avenue Wyomissing PA 19610 231237320 501c3 10500 Annual Distribution YMCA of Reading & Berks County PO Box 1622 Reading PA 19603 231244009 501c3 9500 Energy Audit Yocum Institute for Arts Education 1100 Belmont Avenue Wyomissing PA 19610 231365985 501c3 12551 Jazz Fest for Kids 82 School Scholarships 311 784958 Support for special needs children 3 49154 Book Wheelchair Lift, Bathroom expansion Respite care 3 5135 Funeral expenses 3 1246 Support for extraordinary needs 79 41137 X true true X X X X X X false false false false false false false false false Kevin K Murphy President CEO 168190 6000 618 4718 9823 189349 Part I Line 1a A portion of social club dues is reimbursed due to networking and meetings with local key leaders in the community. X 8 907945 FMV X 1 135900 FMV X Misc Special event exps 1 2102 cost 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 5,617 less 50,625 Change in value beneficial interest in perpetual trust 45,008 222 Kenhorst Boulevard Realty LLC (term 61016) 237 Court Street Reading PA 19601 463037845 Hold and manage real estate PA Berks Cnty Comm Foundation 222 Kenhorst Boulevard Holding LLC (term 61016) 237 Court Street Reading PA 19601 463041997 Hold and manage real estate PA Berks Cnty Comm Foundation BCCF Properties LLC 237 Court Street Reading PA 19601 812246750 Hold and manage real estate PA 126915 136980 Berks Cnty Comm Foundation Community Properties LLC 237 Court Street Reading PA 19601 352549052 Hold and manage real estate PA 6600 6600 Berks Cnty Comm Foundation Berks County Comm Prop (term 61016) 237 Court Street Reading PA 19601 233024618 To accept gifts of real property PA 501c3 509A3 Type I N/A false 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 Boyertown Area Comm Trust (term 7115) 237 Court Street Reading PA 19601 232287828 Accept gifts for charitable purposes 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