BERKS COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BERKS COUNTY COMMUNITY FOUNDATION INC (EIN 23-2769892)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-22
- IRS object ID
- 201540229349300209
- Schema version
- 2013v4.0
- 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 | 2015-01-22T06:34:53-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSWICK & COMPANY LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N FURNACE ST SUITE 60D | AddressLine1 |
| City | BIRDSBORO | City |
| State | PA | State |
| ZIP Code | 195088558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN MURPHY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106852223 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN L ROSWICK CPA | PreparerPersonNm |
| Phone | 6105750277 | PhoneNum |
| Preparation | 2015-01-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN MURPHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 COURT ST | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,711,807 | 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 RESIDENTS OF BERKS COUNTY | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 234 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,244,095 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,101,109 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,237,100 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,013,024 | CYInvestmentIncomeAmt |
| PY Other Revenue | $68,128 | PYOtherRevenueAmt |
| CY Other Revenue | $109,261 | CYOtherRevenueAmt |
| PY Total Revenue | $6,549,323 | PYTotalRevenueAmt |
| CY Total Revenue | $6,223,394 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,466,731 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,416,276 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $628,222 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $676,559 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $420,075 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,078,596 | PYOtherExpensesAmt |
| CY Other Expenses | $1,194,119 | CYOtherExpensesAmt |
| PY Total Expenses | $4,173,549 | PYTotalExpensesAmt |
| CY Total Expenses | $4,286,954 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,375,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,936,440 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,774,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,536,683 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,111,999 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,243,347 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,662,973 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,293,336 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE PHILANTHROPY AND | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,373,447 | ExpenseAmt |
| Grant | $2,416,276 | GrantAmt |
| Revenue | $58,209 | 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 300 DIFFERENT FUNDS, EACH ESTABLISHED WITH A SPECIFIC PURPOSE DETERMINED BY THE ORIGINAL 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 | $3,373,447 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | 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 |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| 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 | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KEVIN K MURPHY | ||||||
| PRESIDENT & CEO | 37.50 | Yes (X) | Yes (X) | $159,632 | $0 | $16,443 |
| FRANCES A AITKEN | ||||||
| TREASURER & VP FINANCE | 37.50 | Yes (X) | $113,093 | $0 | $10,399 | |
| KATHLEEN D HERBEIN | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| P SUE PEROTTY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAY R WAGNER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LATISHA BERNARD SCHUENEMANN | ||||||
| ASST TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES S BOSCOV | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES GILMARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS PRUITT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS LEIDY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AL WEBER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J WILLIAM WIDING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC BURKEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES HADDAD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| P MICHAEL EHLERMAN | ||||||
| DIRECTOR | 1 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $272,725 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $26,842 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $9,748 | GovernmentGrantsAmt |
| All Other Contributions | $2,091,361 | AllOtherContributionsAmt |
| Noncash Contributions | $156,792 | NoncashContributionsAmt |
| Total Contributions | $2,101,109 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,833,299 | TotalRevenueColumnAmt |
| Exclusion | $1,833,299 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,082 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,082 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,082 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,082 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,429,526 | SecuritiesAmt |
| Other | $210,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,196,544 | SecuritiesAmt |
| Other | $263,257 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,232,982 | SecuritiesAmt |
| Other | -$53,257 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,179,725 | TotalRevenueColumnAmt |
| Exclusion | $2,179,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $79,664 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $37,360 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,612 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,052 | TotalRevenueColumnAmt |
| Exclusion | $51,052 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,127 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,127 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,223,394 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,209 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,064,076 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,684,176 | TotalAmt |
| Program Services | $1,684,176 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,100 | TotalAmt |
| Program Services | $732,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,762 | TotalAmt |
| Program Services | $72,918 | ProgramServicesAmt |
| Management And General | $114,739 | ManagementAndGeneralAmt |
| Fundraising | $125,105 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,504 | TotalAmt |
| Program Services | $175,428 | ProgramServicesAmt |
| Management And General | $85,126 | ManagementAndGeneralAmt |
| Fundraising | $34,950 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,671 | TotalAmt |
| Program Services | $4,067 | ProgramServicesAmt |
| Management And General | $936 | ManagementAndGeneralAmt |
| Fundraising | $668 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,783 | TotalAmt |
| Program Services | $8,595 | ProgramServicesAmt |
| Management And General | $4,386 | ManagementAndGeneralAmt |
| Fundraising | $1,802 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,839 | TotalAmt |
| Program Services | $19,836 | ProgramServicesAmt |
| Management And General | $15,626 | ManagementAndGeneralAmt |
| Fundraising | $12,377 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,286 | TotalAmt |
| Program Services | $10,658 | ProgramServicesAmt |
| Management And General | $24,628 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,274 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $15,274 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,396 | TotalAmt |
| Program Services | $142,396 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,233 | TotalAmt |
| Program Services | $205,653 | ProgramServicesAmt |
| Management And General | $8,580 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,071 | TotalAmt |
| Program Services | $34,424 | ProgramServicesAmt |
| Management And General | $15,324 | ManagementAndGeneralAmt |
| Fundraising | $15,323 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,976 | TotalAmt |
| Program Services | $5,737 | ProgramServicesAmt |
| Management And General | $8,564 | ManagementAndGeneralAmt |
| Fundraising | $5,675 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,593 | TotalAmt |
| Program Services | $43,205 | ProgramServicesAmt |
| Management And General | $31,695 | ManagementAndGeneralAmt |
| Fundraising | $31,693 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,873 | TotalAmt |
| Program Services | $79,126 | ProgramServicesAmt |
| Management And General | $21,379 | ManagementAndGeneralAmt |
| Fundraising | $21,368 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,632 | TotalAmt |
| Program Services | $3,992 | ProgramServicesAmt |
| Management And General | $820 | ManagementAndGeneralAmt |
| Fundraising | $820 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,797 | TotalAmt |
| Program Services | $42,389 | ProgramServicesAmt |
| Management And General | $12,704 | ManagementAndGeneralAmt |
| Fundraising | $12,704 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,027 | TotalAmt |
| Program Services | $19,342 | ProgramServicesAmt |
| Management And General | $19,343 | ManagementAndGeneralAmt |
| Fundraising | $19,342 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,280 | TotalAmt |
| Program Services | $56,638 | ProgramServicesAmt |
| Management And General | $89,004 | ManagementAndGeneralAmt |
| Fundraising | $56,638 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,444 | TotalAmt |
| Program Services | $7,455 | ProgramServicesAmt |
| Management And General | $7,455 | ManagementAndGeneralAmt |
| Fundraising | $39,534 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues & Subscription | $20,772 | $8,256 | $6,258 | $6,258 |
| Conference center | $111 | $111 | $0 | $0 |
| Bank Fees | $5,109 | $2,888 | $2,221 | $0 |
| Special Events | $59,245 | $14,057 | $9,370 | $35,818 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,286,954 | TotalAmt |
| Program Services | $3,373,447 | ProgramServicesAmt |
| Management And General | $493,432 | ManagementAndGeneralAmt |
| Fundraising | $420,075 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,193 | BOYAmt |
| EOY | $202,816 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,190,369 | BOYAmt |
| EOY | $1,576,311 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,346 | BOYAmt |
| EOY | $747,004 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,141 | BOYAmt |
| EOY | $17,990 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,691,557 | BOYAmt |
| EOY | $1,753,071 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,567 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,651,219 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $923,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,133,183 | BOYAmt |
| EOY | $5,728,218 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,601,196 | BOYAmt |
| EOY | $46,521,424 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,389,987 | BOYAmt |
| EOY | $4,982,282 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,774,972 | BOYAmt |
| EOY | $61,536,683 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,555 | BOYAmt |
| EOY | $133,808 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,547 | BOYAmt |
| EOY | $1,368,439 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,918,423 | BOYAmt |
| EOY | $1,847,427 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $861,474 | BOYAmt |
| EOY | $893,673 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,111,999 | BOYAmt |
| EOY | $4,243,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,019,702 | BOYAmt |
| EOY | $56,578,159 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,271 | BOYAmt |
| EOY | $715,177 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,662,973 | BOYAmt |
| EOY | $57,293,336 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,774,972 | BOYAmt |
| EOY | $61,536,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,936,440 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,764,966 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$71,043 | 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 | $926,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,052,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,412,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,744,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,101,109 | CurrentTaxYearAmt |
| Total | $9,236,720 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $926,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,052,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,412,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,744,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,101,109 | CurrentTaxYearAmt |
| Total | $9,236,720 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,236,720 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $740,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $784,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,005,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,624,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,882,381 | CurrentTaxYearAmt |
| Total | $6,037,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,274,402 | TotalSupportAmt |
| Public Support CY170 | 0.60470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $622 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $622 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $622 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,372,825 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,373,447 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $318,672 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,668 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $292,336 | CurrentYearMinus3Amt |
| Current Year Minus2 | $340,162 | CurrentYearMinus2Amt |
| Current Year Minus1 | $314,895 | CurrentYearMinus1Amt |
| Current Year | $318,672 | CurrentYearAmt |
| Total | $1,266,065 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,899,098 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,478 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,680 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,743 | CurrentYearMinus1Amt |
| Current Year | $622 | CurrentYearAmt |
| Total | $5,523 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $73,084 | CurrentYearMinus3Amt |
| Current Year Minus2 | $85,041 | CurrentYearMinus2Amt |
| Current Year Minus1 | $78,724 | CurrentYearMinus1Amt |
| Current Year | $79,668 | CurrentYearAmt |
| Total | $316,517 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $474,776 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I-A Line 1 | FormAndLineReferenceDesc |
| Explanation | Direct lobbying centered around two issues 1) Research library branch funding and 2) federally qualified health care clinic funding. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 47 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 283 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $423,389 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,757,384 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $638,043 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,778,233 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,720,412 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $50,572,924 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,991,182 | BeginningYearBalanceAmt |
| Contributions | $1,330,384 | ContributionsAmt |
| Investment Earnings Or Losses | $7,609,553 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,738,930 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $688,483 | AdministrativeExpensesAmt |
| End Year Balance | $51,503,706 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,263,390 | BeginningYearBalanceAmt |
| Contributions | $1,827,504 | ContributionsAmt |
| Investment Earnings Or Losses | $5,352,545 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,863,440 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $588,817 | AdministrativeExpensesAmt |
| End Year Balance | $45,991,182 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,451,135 | BeginningYearBalanceAmt |
| Contributions | $10,427,119 | ContributionsAmt |
| Investment Earnings Or Losses | -$300,875 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,590,797 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $723,192 | AdministrativeExpensesAmt |
| End Year Balance | $42,263,390 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,687,642 | BeginningYearBalanceAmt |
| Contributions | $1,380,674 | ContributionsAmt |
| Investment Earnings Or Losses | $6,292,913 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,308,633 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $601,461 | AdministrativeExpensesAmt |
| End Year Balance | $35,451,135 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,491,651 | BeginningYearBalanceAmt |
| Contributions | $1,013,309 | ContributionsAmt |
| Investment Earnings Or Losses | $3,943,812 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,528,497 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $232,633 | AdministrativeExpensesAmt |
| End Year Balance | $31,687,642 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| 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 | $232,154 | OtherCostOrOtherBasisAmt |
| Book Value | $232,154 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,105,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $743,728 | DepreciationAmt |
| Book Value | $5,361,497 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,142 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,511 | DepreciationAmt |
| Book Value | $52,631 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $186,698 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,762 | DepreciationAmt |
| Book Value | $81,936 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,728,218 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $4,605,240 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED INVESTMENT PARTNERSHIPS | $277,042 | F |
| ECAP NETWORK | $100,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,982,282 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYMENT LIABILITY | $496,608 |
| FUNDS HELD AS AGENCY ENDOWMENT | $395,020 |
| SECURITY DEPOSITS | $2,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $893,673 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,822,126 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,764,966 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $54,412 | OtherRevenueAmt |
| Revenue Not Reported | $3,819,378 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,002,748 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $142,396 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $78,250 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $220,646 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,223,394 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,216,256 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $83,905 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $83,905 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,132,351 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $142,396 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,207 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $154,603 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,286,954 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V Line 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 |
| Pt V Line 4 | LIFE FOR THE RESIDENTS OF BERKS COUNTY. |
| Pt X Line 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, PENAL |
| Pt XI Line 2d | NET SUPPORTING ORGANIZATION ACTIVITY SHOWN ON SEPARATE FORM 990: 12,543 DIRECT REAL ESTATE SALE EXPENSE: 13,257 DIRECT SPECIAL EVENT EXPENSE: 28,612 |
| Pt XI Line 4b | CONTRIBUTIONS, INVESTMENT INCOME AND GAINS AGENCY ENDOWMENT: 78,250 |
| Pt XII Line 2d | SUPPORTING ORGANIZATION EXPENSES SHOWN ON SEPARATE FORM 990s: 37,036 LOAN LOSS RESERVE: 5,000 DIRECT REAL ESTATE SALE EXPENSE: 13,257 DIRECT SPECIAL EVENT EXPENSES: 28,612 |
| Pt XII Line 4b | GRANT EXPENSE ON AGENCY ENDOWMENT FUNDS: 12,207 |
| SCHEDULE D, PART 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 UTILITY COMMISSION ("PUC"). A PORTION OF THE PROCEEDS FROM THIS SETTLEMENT WERE USED TO ESTABLISH THIS FUND. THE |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ROYALS JERSEY/GOLF | NameOfEvent1Amt |
| Gross Receipts Event1 | $79,450 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $59,100 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,424 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,586 | RentFacilityCostsEvent1Amt |
| Name Of Event2 | UNENDING PROMISE | NameOfEvent2Amt |
| Gross Receipts Event2 | $21,205 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $9,335 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,870 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,682 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $3,801 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $16,369 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $7,675 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $8,694 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $7,090 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,029 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $117,024 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $37,360 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $79,664 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $10,106 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,676 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,830 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,612 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $51,052 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (56 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| BERKS COUNTY CONVENTION CENTER AUTHORITY | |||||||||
| 700 PENN ST | READING | PA | 19602 | 232941259 | N/A | $6,000 | N/A | N/A | ENERGY AUDITS |
| ALBRIGHT COLLEGE | |||||||||
| PO BOX 15234 | READING | PA | 19612 | 231352615 | 501C3 | $10,000 | N/A | N/A | ACCELERATED DEGREE PROG |
| ALVERNIA UNIVERSITY | |||||||||
| 400 ST BERNARDINE ST | READING | PA | 19607 | 231522643 | 501C3 | $100,000 | N/A | N/A | SCHOLARSHIP PROG. |
| ANIMAL RESCUE LEAGUE OF BERKS COUNTY | |||||||||
| PO BOX 69 | MOHNTON | PA | 19540 | 231417505 | 501C3 | $5,900 | N/A | N/A | GENERAL SUPPORT |
| BERKS COUNTY ADULT PROBATION & PAROLE DEPT | |||||||||
| 633 COURT ST 7TH FLR | READING | PA | 19601 | 236003049 | GOV | $5,575 | N/A | N/A | READY II SUCCEED |
| BERKS CATHOLIC HIGH SCHOOL | |||||||||
| 955 E WYOMISSING BLVD | READING | PA | 19611 | 320336345 | 501C3 | $8,000 | N/A | N/A | GENERAL SUPPORT |
| ALEX'S LEMONADE STAND FOUNDATION | |||||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | 562496146 | 501C3 | $5,070 | N/A | N/A | GENERAL SUPPORT |
| PENN STATE ALUMNI ASSOC | |||||||||
| PO BOX 7009 | WYOMISSING | PA | 19610 | 232282441 | 501C3 | $11,633 | N/A | N/A | GENERAL SUPPORT |
| BERKS VISITING NURSES ASSOC | |||||||||
| 1170 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 231466250 | 501C3 | $72,000 | N/A | N/A | COMM. HEALTH & WELLNESS PROG |
| BERKS COUNTY INTERMEDIATE UNIT | |||||||||
| PO BOX 16050 | READING | PA | 19612 | 231740825 | 501C3 | $18,000 | N/A | N/A | COMMUN. CONS. |
| BERKS COUNTY SHERIFFS DEPT | |||||||||
| 633 COURT ST 3RD FL | READING | PA | 19601 | 236003049 | GOV | $14,650 | N/A | N/A | K9 UNIT |
| BERKS VISITING NURSES ASSOC | |||||||||
| 1170 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 231466250 | 501C3 | $7,000 | N/A | N/A | IMMUNIZATIONS |
| BERKS WOMEN IN CRISIS | |||||||||
| 50 N 4TH ST | READING | PA | 19601 | 232087191 | 501C3 | $103,981 | N/A | N/A | CAP. CAMPAIGN;BILINGUAL ACAD. |
| BOROUGH OF SHILLINGTON | |||||||||
| PO BOX 247 | SHILLINGTON | PA | 19607 | 236002944 | GOV | $10,000 | N/A | N/A | ANNUAL DISTRIBUTION |
| BOYERTOWN AREA HISTORICAL SOCIETY | |||||||||
| 43 SOUTH CHESTNUT ST | BOYERTOWN | PA | 19512 | 237208445 | 501C3 | $10,000 | N/A | N/A | LONG RANGE BUILDING |
| BOYERTOWN COMMUNITY CENTER | |||||||||
| 209 NORTH MONROE ST | BOYERTOWN | PA | 19512 | 236272198 | 501C3 | $7,400 | N/A | N/A | GENERAL SUPPORT |
| BOYERTOWN LIONS COMM AMB SERVICE | |||||||||
| 2 EAST SECOND ST | BOYERTOWN | PA | 19512 | 236266685 | 501C3 | $5,094 | N/A | N/A | RADIO SYSTEM |
| BRECKNOCK TOWNSHIP | |||||||||
| 889 ALLEGHENYVILLE RD | MOHNTON | PA | 19540 | 236000256 | GOV | $37,500 | N/A | N/A | BUXTON CONSERVANCY |
| BUILDING A BETTER BOYERTOWN | |||||||||
| 3 E PHILADELPHIA AVE | BOYERTOWN | PA | 19512 | 043724833 | 501C3 | $45,000 | N/A | N/A | SUSTAINABILITY PROG. |
| CALVARY UNITED METHODIST CHURCH | |||||||||
| 831 N WYOMISSING BLVD | WYOMISSING | PA | 19610 | 236259703 | 501C3 | $8,000 | N/A | N/A | GENERAL SUPPORT |
| CHILDRENS HOSPITAL COLORADO FNDN | |||||||||
| 13123 E 16TH AVE STE 3 | AURORA | CO | 80045 | 840813462 | 501C3 | $8,120 | N/A | N/A | GENERAL SUPPORT |
| CITY OF READING POLICE DEPT | |||||||||
| 815 WASHINGTON ST | READING | PA | 19601 | 236001907 | GOV | $25,650 | N/A | N/A | 2 DOGS & EQUIP |
| CO-COUNTY WELLNESS SERVICES | |||||||||
| 429 WALNUT STREET | READING | PA | 19603 | 232657264 | 501C3 | $8,981 | N/A | N/A | BLDG CONNECTIONS |
| FRIENDS OF YEMIN ORDE | |||||||||
| 12230 WILKINS AVE | ROCKVILLE | MD | 20852 | 223090463 | 501C3 | $10,000 | N/A | N/A | GENERAL SUPPORT |
| FOUNDATION FOR READING PUBLIC MUSEUM | |||||||||
| 500 MUSEUM RD | WEST READING | PA | 19611 | 232563964 | 501C3 | $25,800 | N/A | N/A | GENERAL SUPPORT |
| ENTREPRENAURS CONNECTION | |||||||||
| 103 SOUTH 5TH ST | READING | PA | 19602 | 262560180 | N/A | $14,421 | N/A | N/A | SOLAR LIGHTING |
| GO GREATER READING | |||||||||
| 2525 N 12TH ST 101 | READING | PA | 19605 | 231659279 | 501C3 | $20,000 | N/A | N/A | MARKETING PLAN |
| GREATER BERKS DEVELOPMENT FUND | |||||||||
| 201 PENN ST 500 | READING | PA | 19603 | 236392284 | 501C4 | $5,200 | N/A | N/A | ENERGY AUDIT |
| GREATER BERKS FOOD BANK | |||||||||
| 1011 TUCKERTON COURT | READING | PA | 19605 | 222456238 | 501C3 | $50,000 | N/A | N/A | GENERAL SUPPORT |
| JEWISH FEDERATION OF READING | |||||||||
| 100 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 231728784 | 501C3 | $33,950 | N/A | N/A | GENERAL/COMM EMERG. |
| LBI FOUNDATION OF THE ARTS & SCIENCE | |||||||||
| 120 LONG BEACH BLVD | LOVELADIES | NJ | 08008 | 226049190 | 501C3 | $15,000 | N/A | N/A | GENERAL SUPPORT |
| MAKE A WISH FOUNDATION | |||||||||
| 512 TOWNSHIP LINE RD | BLUE BELL | PA | 19422 | 222755963 | 501C3 | $5,074 | N/A | N/A | GENERAL SUPPORT |
| MIFFLIN COMMUNITY LIBRARY | |||||||||
| 6 PHILADELPHIA AVE | SHILLINGTON | PA | 19607 | 232980611 | 501C3 | $10,000 | N/A | N/A | ANNUAL DISTRIBUTION |
| OLEY VALLEY SCHOOL DISTRICT | |||||||||
| 17 JEFFERSON ST | OLEY | PA | 19547 | 231667976 | GOV | $6,033 | N/A | N/A | SUN SPOT SCIENCE PROJ. |
| PHILADELPHIA FREEDOM VALLEY YMCA | |||||||||
| 301 WEST SPRING ST | BOYERTOWN | PA | 19512 | 231243965 | 501C3 | $18,000 | N/A | N/A | GENERAL SUPPORT |
| READING HOUSING AUTHORITY | |||||||||
| 400 HANCOCK BLVD | READING | PA | 19611 | 236003364 | N/A | $11,500 | N/A | N/A | WELLNESS PROGRAM |
| SOUTH MOUNTAIN YMCA | |||||||||
| PO BOX 147 | WERNERSVILLE | PA | 19565 | 232239399 | 501C3 | $80,600 | N/A | N/A | ANNUAL DISTRIBUTION |
| READING PUBLIC LIBRARY FOUNDATION | |||||||||
| 100 SOUTH FIFTH STREET | READING | PA | 19602 | 232903846 | 501C3 | $6,500 | N/A | N/A | MIND POP |
| READING SYMPHONY ORCHESTRA | |||||||||
| 147 N FIFTH ST 4 | READING | PA | 19601 | 231741046 | 501C3 | $50,000 | N/A | N/A | JULY 4TH CONCERT |
| SANTANDER PERFORMING ARTS CENTER | |||||||||
| 700 PENN ST | READING | PA | 19602 | 232941259 | 501C3 | $13,500 | N/A | N/A | RENT TO NON-PROFITS |
| ST IGNATIUS LOYOLA RC CHURCH | |||||||||
| 2810 ST ALBANS DRIVE | SINKING SPRING | PA | 19608 | 231684800 | 501C3 | $10,000 | N/A | N/A | GENERAL SUPPORT |
| ST MARGARET'S SCHOOL | |||||||||
| 233 SPRING ST | READING | PA | 19601 | 231352463 | 501C3 | $45,000 | N/A | N/A | GENERAL SUPPORT |
| ST PETER SCHOOL | |||||||||
| 225 S 5TH ST | READING | PA | 19602 | 231365296 | 501C3 | $45,000 | N/A | N/A | GENERAL SUPPORT |
| THE CHAPEL OF ST JAMES THE FISHERMAN | |||||||||
| PO BOX 1334 | WELLFLEET | MA | 02667 | 042600913 | 501C3 | $6,000 | N/A | N/A | GENERAL SUPPORT |
| TULPEHOCKEN AREA SD | |||||||||
| 27 REHRERSBURG RD | BETHAL | PA | 19507 | 236050725 | GOV | $23,554 | N/A | N/A | TEACHER GRANTS |
| UNITED WAY OF BERKS COUNTY | |||||||||
| PO BOX 702 | READING | PA | 19603 | 231655375 | 501C3 | $30,000 | N/A | N/A | GENERAL SUPPORT |
| UNITED WAY OF COLLIER COUNTY | |||||||||
| 848 FIRST AVENUE SUITE 240 | NAPLES | FL | 34102 | 591026096 | 501C3 | $10,000 | N/A | N/A | GENERAL SUPPORT |
| READING RECREATION COMMISSION | |||||||||
| 320 SOUTH 3RD ST | READING | PA | 19602 | 383860043 | 501C3 | $8,000 | N/A | N/A | TENNIS PROGRAM |
| YMCA OF READING & BERKS COUNTY | |||||||||
| PO BOX 1622 | READING | PA | 19603 | 231244009 | 501C3 | $60,681 | N/A | N/A | CHILDRENS PROG. |
| REFORM CONGREGATION OHEB SHOLOM | |||||||||
| 555 WARWICK DRIVE | WYOMISSING | PA | 19610 | 231664967 | 501C3 | $16,500 | N/A | N/A | GENERAL SUPPORT |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||||
| ONE SOUTH HARBOR AVE 3 | GRAND HAVEN | MI | 49417 | 386263347 | 501C3 | $10,000 | N/A | N/A | YOUTH RUSSIA PROGAM |
| JK BOYERTOWN COMMUNITY LIBRARY | |||||||||
| 29 EAST PHILADELPHIA AVE | BOYERTOWN | PA | 19512 | 232519885 | 501C3 | $26,500 | N/A | N/A | FEASIBILITY STUDY |
| LEG UP FARM INC | |||||||||
| 4880 N SHERMAN ST | MT WOLF | PA | 17347 | 232931834 | 501C3 | $25,000 | N/A | N/A | SOLAR PANEL PROJECT |
| LIVINGSTON FOOD PANTRY OF PARK COUNTY | |||||||||
| 112 NORTH M ST | LIVINGSTON | MT | 59047 | 203550306 | 501C3 | $65,000 | N/A | N/A | FODO PANTRY CONSTRUCTION |
| OLIVET BOYS & GIRLS CLUB | |||||||||
| 1161 PERSHING BLVD | READING | PA | 19611 | 231365380 | 501C3 | $20,000 | N/A | N/A | HANDS ON CAREER |
| OPERATION PURPLE CAMP | |||||||||
| PO BOX 147 | WERNERSVILLE | PA | 19565 | 520899384 | 501C3 | $5,070 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 68 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|
| SCHOOL SCHOLARSHIPS | 317 | $655,470 | N/A | N/A | |
| SUPPORT FOR SPECIAL NEEDS CHILDREN | 2 | COST | STAIRLIFT, DECK & CONCRETE | $17,099 | |
| TENNIS LESSONS | 17 | $25,387 | N/A | N/A | |
| CAMP SCHOLARSHIPS | 5 | $1,901 | N/A | N/A | |
| FUNERAL EXPENSES | 4 | $1,635 | N/A | N/A | |
| RESPITE CARE | 4 | $5,455 | N/A | N/A | |
| SUPPORT FOR EXTRAORDINARY NEEDS | 41 | $25,153 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | GRANTEES WHO RECEIVE A GRANT FOR ANYTHING OTHER THAN GENERAL OPERATING |
| Pt I Line 2 | SUPPORT ARE REQUIRED TO ENTER INTO A GRANT AGREEMENT WITH THE FOUNDATION. |
| Pt I Line 2 | THROUGH THE GRANT AGREEMENT THE ORGANIZATIONS ACKNOWLEDGE THAT THE |
| Pt I Line 2 | FUNDS WILL BE SPENT AS SPECIFIED IN THE GRANT AGREEMENT. A FOLLOW-UP |
| Pt I Line 2 | GRANT EVALUATION REPORT IS REQUIRED TO BE SUBMITTED TO THE FOUNDATION. |
| Pt I Line 2 | FAILURE TO SUBMIT THE REPORT BY THE SPECIFIED DATE RESULTS IN A LOSS |
| Pt I Line 2 | OF CONSIDERATION FOR FUTURE GRANT DOLLARS. |
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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN K MURPHY | PersonNm |
| Base Compensation Filing Org | $153,632 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $6,000 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $3,930 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $12,513 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $176,075 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 1a | FormAndLineReferenceDesc |
| Explanation | A PORTION OF SOCIAL CLUB DUES 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 | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $153,917 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FOOD & BEVERAGE, DOOR PRIZES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,875 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | 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 (66 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | THE FOUNDATION'S AUDIT COMMITTEE'S PRIMARY FUNCTION IS |
| Pt VI, Line 11b | TO ASSIST THE BOARD IN FULFILLING ITS OVERSIGHT |
| Pt VI, Line 11b | RESPONSIBILITIES RELATING TO MONITORING THE QUALITY, |
| Pt VI, Line 11b | RELIABILITY AND INTEGRITY OF THE EXTERNAL FINANCIAL |
| Pt VI, Line 11b | REPORTING PROCESS. THIS INCLUDES THE AUDITED FINANCIAL |
| Pt VI, Line 11b | STATEMENTS AS WELL AS THE IRS FORM 990. THE AUDIT |
| Pt VI, Line 11b | COMMITTEE REVIEWS BOTH DOCUMENTS AND WILL MAKE A |
| Pt VI, Line 11b | RECOMMENDATION TO THE BOARD FOR APPROVAL. THE BOARD |
| Pt VI, Line 11b | IS PROVIDED COPIES OF THE CONSOLIDATED FINANCIAL STATEMENTS |
| Pt VI, Line 11b | AND FORM 990 FOR REVIEW BEFORE APPROVAL. |
| Pt VI, Line 12c | ANNUALLY ALL BOARD MEMBERS, COMMITTEE MEMBERS, AND STAFF |
| Pt VI, Line 12c | ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM. |
| Pt VI, Line 12c | COMPLETED FORMS ARE SUBMITTED TO THE GOVERNANCE |
| Pt VI, Line 12c | COMMITTEE. ONE OF THE GOVERNANCE COMMITTEE'S ROLES IS |
| Pt VI, Line 12c | TO ANNUALLY REVIEW THE CONFLICT OF INTEREST FORMS |
| Pt VI, Line 12c | SUBMITTED AND MAKE ANY NECESSARY DISCLOSURES IF A |
| Pt VI, Line 12c | CONFLICT IS NOTED. |
| Pt VI, Line 15a | THE COMPENSATION OF THE PRESIDENT OF THE COMMUNITY |
| Pt VI, Line 15a | FOUNDATION IS REVIEWED AND DETERMINED ANNUALLY BY THE |
| Pt VI, Line 15a | EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE MEETS IN |
| Pt VI, Line 15a | EXECUTIVE SESSION WITHOUT STAFF PRESENT. THEY REVIEW |
| Pt VI, Line 15a | THE ESTABLISHED PERFORMANCE OBJECTIVES AND RESULTS OF |
| Pt VI, Line 15a | THE PRESIDENT. IN ADDITION, THE COMMITTEE REVIEWS |
| Pt VI, Line 15a | INDUSTRY COMPENSATION DATA PROVIDED BY THE COUNCIL ON |
| Pt VI, Line 15a | FOUNDATIONS AS WELL AS COMPARABLE LOCAL DATA PROVIDED |
| Pt VI, Line 15a | PERIODICALLY BY A REGIONAL HUMAN RESOURCES CONSULTING |
| Pt VI, Line 15a | FIRM. IN ADDITION, THE COMMITTEE REVIEWS THE RECENT |
| Pt VI, Line 15a | FORMS 990 FOR A VARIETY OF LOCAL ORGANIZATIONS AND |
| Pt VI, Line 15a | OTHER COMMUNITY FOUNDATIONS DEEMED TO BE A PEER GROUP. |
| Pt VI, Line 15a | AFTER REVIEWING THAT MATERIAL, THE EXECUTIVE COMMITTEE |
| Pt VI, Line 15a | ESTABLISHES A COMPENSATION LEVEL THAT IS DESIGNED TO |
| Pt VI, Line 15a | RECOGNIZE CURRENT MARKET CONDITIONS AND PERFORMANCE |
| Pt VI, Line 15a | IN THE POSITION |
| Pt VI, Line 19 | THE FOUNDATION HAS AN OPEN BOOK POLICY OF DISCLOSURE |
| Pt VI, Line 19 | OF INFORMATION TO THE PUBLIC. ALL BOARD MEMBERS, |
| Pt VI, Line 19 | COMMITTEE MEMBERS AND STAFF MEMBERS ARE AWARE OF THE |
| Pt VI, Line 19 | FOUNDATION'S CONFLICT OF INTEREST POLICY AS THEY ARE |
| Pt VI, Line 19 | REQUIRED TO ANNUALLY READ THE POLICY AND COMPLETE A |
| Pt VI, Line 19 | QUESTIONNAIRE AS TO ANY CONFLICTS THEY MAY HAVE. THESE |
| Pt VI, Line 19 | FORMS ARE REVIEWED BY THE FOUNDATION'S GOVERNANCE |
| Pt VI, Line 19 | COMMITTEE AND, IF NECESSARY, DISCLOSURE OF ANY NOTED |
| Pt VI, Line 19 | CONFLICT IS MADE TO THE BOARD, COMMITTEE, STAFF AND |
| Pt VI, Line 19 | DISCLOSED IN THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS. |
| Pt VI, Line 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO ANY ONE WHO |
| Pt VI, Line 19 | ASKS FOR THEM. ALL FUND AGREEMENTS REFERENCE THE GOVERNING |
| Pt VI, Line 19 | DOCUMENTS AND ARE PROVIDED TO ANYONE WHO REQUESTS A |
| Pt VI, Line 19 | COPY. AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE |
| Pt VI, Line 19 | AVAILABLE TO THE PUBLIC IMMEDIATELY AFTER THEY ARE |
| Pt VI, Line 19 | COMPLETED ON THE FOUNDATION'S WEBSITE. FORM 1023 IS |
| Pt VI, Line 19 | AVAILABLE UPON REQUEST |
| Pt XI | LOAN LOSS RESERVE ($5,000) PLUS CHANGE IN AGENCY FUNDS |
| Pt XI | OF ($66,043) = TOTAL OTHER CHANGES IN NET ASSETS BALANCE |
| Pt XI | OF ($71,043). |
| Pt VI, Line 15b | THE PRESIDENT REVIEWS AND DETERMINES OTHER OFFICER SALARY |
| Pt VI, Line 15b | BASED ON REVIEW OF INDUSTRY COMPENSATION DATA PREPARED BY |
| Pt VI, Line 15b | THE COUNCIL ON FOUNDATIONS AS WELL AS COMPARABLE LOCAL DATA |
| Pt VI, Line 15b | PROVIDED PERIODICALLY BY A REGIONAL HUMAN RESOURCES CONSULTING |
| Pt VI, Line 15b | FIRM. THE PRESIDENT ESTABLISHES A COMPENSATION LEVEL THAT |
| Pt VI, Line 15b | IS DESIGNED TO RECOGNIZE CURRENT MARKET CONDITIONS AND |
| Pt VI, Line 15b | PERFORMANCE IN THE POSITION. |
| 990 PART IV | THE FOUNDATION HAS AUDITED CONSOLIDATED STATEMENTS UNDER |
| LINE 12 | GAAP. THIS 990 INCLUDES ONLY THE FOUNDATION'S ACTIVITY |
| 990 PART IV | AND THE SUPPORTING ORGANIZATIONS FILE ON A SEPARATE |
| LINE 12 | BASIS. THE AUDIT WAS PERFORMED AND COMBINED STATEMENTS |
| 990 PART IV | WERE ISSUED WHICH IS WHAT THE RECONCILIATION WAS |
| LINE 12 | COMPARED TO ON SCHEDULE D, PAGE 4. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| 222 KENHORST BOULEVARD REALTY LLC | |||||||||
| 237 COURT ST | READING | PA | 19601 | 463037845 | HOLD AND MANAGE REAL ESTATE | PA | $15,503 | $7,261 | BERKS CNTY COMM FOUNDTN |
| 222 KENHORST BOULEVARD HOLDING LLC | |||||||||
| 237 COURT ST | READING | PA | 19601 | 463041997 | HOLD AND MANAGE REAL ESTATE | PA | BERKS CNTY COMM FOUNDTN | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BERKS COUNTY COMM FDN PROPERTIES | ||||||||||
| 237 COURT STREET | READING | PA | 19601 | 233024618 | TO ACCEPT GIFTS OF REAL PROPERTY | PA | 501(C)(3) | 509(A)(3)TYPE I | NA | false |
| BERKS COUNTY COMM FDN PROPERTIES II | ||||||||||
| 237 COURT STREET | READING | PA | 19601 | 431985063 | TO ACCEPT GIFTS OF REAL PROPERTY | PA | 501(C)(3) | 509(A)(3) TYPE I | NA | false |
| BOYERTOWN AREA COMMUNITY TRUST | ||||||||||
| 237 COURT STREET | READING | PA | 19601 | 232287828 | ACCEPT GIFTS FOR CHARITABLE PURPOSES | PA | 501(C)(3) | 509(A)(3) TYPE I | NA | false |
| COMMUNITY GENERAL HOSPITAL FOUNDATION | ||||||||||
| 237 COURT STREET | READING | PA | 19601 | 236783277 | ACCEPT GIFTS FOR CHARITABLE PURPOSES | PA | 501(C)(3) | 509(A)(3) TYPE I | NA | false |
| SOUTH MOUNTAIN CAMPS FOUNDATION | ||||||||||
| 237 COURT STREET | READING | PA | 19601 | 264511865 | ACCEPT GIFTS FOR CHARITABLE PURPOSES | PA | 501(C)(3) | 509(A)(3) TYPE I | NA | 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 | Yes (true) | 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 | Yes (true) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BERKS COUNTY COMMUNITY FOUNDATION PROPERTIES II INC | ||
| c | $26,769 | COST |
| BERKS COUNTY COMMUNITY FOUNDATION PROPERTIES II INC | ||
| l | $2,727 | COST |
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