BERKS COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BERKS COUNTY COMMUNITY FOUNDATION INC (EIN 23-2769892)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-06
- IRS object ID
- 201410139349300801
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-01-06T06:29:29-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEGAN L ROSWICK CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1830 COCALICO RD | AddressLine1 |
| City | BIRDSBORO | City |
| State | PA | State |
| ZIP Code | 195088558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232769892 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKS COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERK | NameControl |
| Phone | 6106852223 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN MURPHY | Name |
| Title | PRESIDENT | Title |
| Phone | 6106852223 | Phone |
| Date Signed | 2013-11-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEGAN L ROSWICK CPA | Name |
| Phone | 6105750277 | Phone |
| Date Prepared | 2014-01-06 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN MURPHY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 29741240 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BCCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF BERKS COUNTY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 234 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 11000038 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3244095 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2578844 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3237100 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 150597 | OtherRevenuePriorYear |
| Other Revenue Current Year | 68128 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13729479 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6549323 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2896485 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2466731 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 629373 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 628222 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 394701 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1135864 | OtherExpensePriorYear |
| Other Expenses Current Year | 1078596 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4661722 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4173549 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9067757 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2375774 | RevenuesLessExpensesCY |
| Total Assets BOY | 51964330 | TotalAssetsBOY |
| Total Assets EOY | 55774972 | TotalAssetsEOY |
| Total Liabilities BOY | 4917725 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4111999 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 47046605 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 51662973 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE PHILANTHROPY AND | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3297895 | Expense |
| Grants | 2466731 | Grants |
| Revenue | 25397 | Revenue |
| Description | BERKS COUNTY COMMUNITY FOUNDATION HELPS PEOPLE FIND THE BEST WAY TO MAKE CHARITABLE GIFTS TO SUPPORT THE COMMUNITY. THE COMMUNITY FOUNDATION MANAGES 297 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. | Description |
| Total Program Service Expense | 3297895 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | true | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 25 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THE ORGANIZATION | NamePerson |
| Telephone Number | 6106852223 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KEVIN K MURPHY | ||||||
| PRESIDENT & CEO | 37.50 | X | X | 157594 | 0 | 19458 |
| FRANCES A AITKEN | ||||||
| TREASURER & VP FINANCE | 37.50 | X | 105282 | 0 | 9732 | |
| KATHLEEN D HERBEIN | ||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| P SUE PEROTTY | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JAY R WAGNER | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| LATISHA BERNARD SCHUENEMANN | ||||||
| ASST TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JAMES S BOSCOV | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES GILMARTIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRIS PRUITT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS LEIDY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AL WEBER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| J WILLIAM WIDING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ERIC BURKEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES HADDAD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| P MICHAEL EHLERMAN | ||||||
| DIRECTOR | 1 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 262876 | TotalReportableCompFromOrg |
| Total Other Compensation | 29190 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Government Grants | 250000 | GovernmentGrants |
| All Other Contributions | 2994095 | AllOtherContributions |
| Noncash Contributions | 456844 | NoncashContributions |
| Total Contributions | 3244095 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1606384 | TotalRevenueColumn |
| Exclusion | $1,606,384 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 18262 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 18262 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18262 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18262 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24735800 | Securities |
| Other | 55000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23086959 | Securities |
| Other | 73125 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1648841 | Securities |
| Other | -18125 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1630716 | TotalRevenueColumn |
| Exclusion | $1,630,716 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 74564 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 41320 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 31833 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42731 | TotalRevenueColumn |
| Exclusion | $42,731 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Management fee income | 900099 | 10 | 10 |
| Other income | 900099 | 7125 | 7125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7135 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6549323 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25397 | RelatedOrExemptFunctionIncome |
| Exclusion | $3,279,831 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1783115 | Total |
| Program Services | 1783115 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683616 | Total |
| Program Services | 683616 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303357 | Total |
| Program Services | 72754 | ProgramServices |
| Management And General | 109260 | ManagementAndGeneral |
| Fundraising | 121343 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264374 | Total |
| Program Services | 167568 | ProgramServices |
| Management And General | 61566 | ManagementAndGeneral |
| Fundraising | 35240 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5550 | Total |
| Program Services | 3992 | ProgramServices |
| Management And General | 914 | ManagementAndGeneral |
| Fundraising | 644 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12661 | Total |
| Program Services | 7301 | ProgramServices |
| Management And General | 3440 | ManagementAndGeneral |
| Fundraising | 1920 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42280 | Total |
| Program Services | 18201 | ProgramServices |
| Management And General | 12594 | ManagementAndGeneral |
| Fundraising | 11485 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83255 | Total |
| Program Services | 36997 | ProgramServices |
| Management And General | 46258 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18912 | Total |
| Program Services | 3000 | ProgramServices |
| Management And General | 15912 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133894 | Total |
| Program Services | 133894 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48364 | Total |
| Program Services | 23555 | ProgramServices |
| Management And General | 24809 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33616 | Total |
| Program Services | 11206 | ProgramServices |
| Management And General | 11205 | ManagementAndGeneral |
| Fundraising | 11205 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18851 | Total |
| Program Services | 5397 | ProgramServices |
| Management And General | 8115 | ManagementAndGeneral |
| Fundraising | 5339 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78051 | Total |
| Program Services | 26069 | ProgramServices |
| Management And General | 25991 | ManagementAndGeneral |
| Fundraising | 25991 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183215 | Total |
| Program Services | 138716 | ProgramServices |
| Management And General | 22255 | ManagementAndGeneral |
| Fundraising | 22244 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20117 | Total |
| Program Services | 18670 | ProgramServices |
| Management And General | 724 | ManagementAndGeneral |
| Fundraising | 723 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51882 | Total |
| Program Services | 28174 | ProgramServices |
| Management And General | 11854 | ManagementAndGeneral |
| Fundraising | 11854 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73968 | Total |
| Program Services | 33454 | ProgramServices |
| Management And General | 20257 | ManagementAndGeneral |
| Fundraising | 20257 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193810 | Total |
| Program Services | 54267 | ProgramServices |
| Management And General | 85276 | ManagementAndGeneral |
| Fundraising | 54267 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33995 | Total |
| Program Services | 5332 | ProgramServices |
| Management And General | 5332 | ManagementAndGeneral |
| Fundraising | 23331 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Dues & Subscription | 14494 | 5914 | 4145 | 4435 |
| Conference center | 474 | 474 | 0 | 0 |
| Park Program Exp | 19659 | 19659 | 0 | 0 |
| Special Events | 72039 | 16570 | 11046 | 44423 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4173549 | Total |
| Program Services | 3297895 | ProgramServices |
| Management And General | 480953 | ManagementAndGeneral |
| Fundraising | 394701 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 397905 | BOY |
| EOY | 54193 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1031626 | BOY |
| EOY | 1190369 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489218 | BOY |
| EOY | 693346 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30977 | BOY |
| EOY | 21141 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1630291 | BOY |
| EOY | 1691557 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2632 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6863659 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 730476 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6118291 | BOY |
| EOY | 6133183 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38478443 | BOY |
| EOY | 41601196 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3784947 | BOY |
| EOY | 4389987 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51964330 | BOY |
| EOY | 55774972 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148325 | BOY |
| EOY | 121555 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1290918 | BOY |
| EOY | 1210547 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52639 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2548058 | BOY |
| EOY | 1918423 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 877785 | BOY |
| EOY | 861474 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4917725 | BOY |
| EOY | 4111999 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46921419 | BOY |
| EOY | 51019702 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125186 | BOY |
| EOY | 643271 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47046605 | BOY |
| EOY | 51662973 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51964330 | BOY |
| EOY | 55774972 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2375774 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2302776 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -62182 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2980943 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 926337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2052296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1412883 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2744095 | CurrentTaxYear |
| Total | 10116554 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2980943 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 926337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2052296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1412883 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2744095 | CurrentTaxYear |
| Total | 10116554 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 10116554 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1355455 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 740920 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 784605 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1005130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1624646 | CurrentTaxYear |
| Total | 5510756 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15627310 | TotalSupport |
| Public Support Pertcentage170 | 0.64740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66240 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
| Facts And Circumstances Test | OTHER ADDL INFO: UNUSUAL GRANT FROM ESTATE $500,000; | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 1743 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1743 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1743 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3296152 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3297895 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 314895 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 78724 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 336322 | CurrentYearMinus3 |
| Current Year Minus2 | 292336 | CurrentYearMinus2 |
| Current Year Minus1 | 340162 | CurrentYearMinus1 |
| Current Year | 314895 | CurrentYear |
| Total | 1283715 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,925,573 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1051 | CurrentYearMinus3 |
| Current Year Minus2 | 1478 | CurrentYearMinus2 |
| Current Year Minus1 | 1680 | CurrentYearMinus1 |
| Current Year | 1743 | CurrentYear |
| Total | 5952 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 84080 | CurrentYearMinus3 |
| Current Year Minus2 | 73084 | CurrentYearMinus2 |
| Current Year Minus1 | 85041 | CurrentYearMinus1 |
| Current Year | 78724 | CurrentYear |
| Total | 320929 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $481,394 | GrassrootsCeilingAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I-A Line 1 | Direct lobbying centered around two issues 1) Research |
| LIBRARY BRANCH FUNDING AND 2) FEDERALLY QUALIFIED HEALTH CARE CLINIC FUNDING. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 41 | NumberDAFsHeld |
| Number Funds Held | 256 | NumberFundsHeld |
| Donor Advised Contributions | 266890 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 3051769 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 842648 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 1624083 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 6192882 | AggregateDAFValue |
| Aggregate Fund Value | 39798300 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42263390 | BeginningOfYearBalance |
| Contributions | 1827504 | Contributions |
| Investment Earnings Or Losses | 5352545 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2863440 | GrantsOrScholarships |
| Administrative Expenses | 588817 | AdministrativeExpenses |
| End Of Year Balance | 45991182 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35451135 | BeginningOfYearBalance |
| Contributions | 10427119 | Contributions |
| Investment Earnings Or Losses | -300875 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2590797 | GrantsOrScholarships |
| Administrative Expenses | 723192 | AdministrativeExpenses |
| End Of Year Balance | 42263390 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31687642 | BeginningOfYearBalance |
| Contributions | 1380674 | Contributions |
| Investment Earnings Or Losses | 6292913 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3308633 | GrantsOrScholarships |
| Administrative Expenses | 601461 | AdministrativeExpenses |
| End Of Year Balance | 35451135 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29491651 | BeginningOfYearBalance |
| Contributions | 1013309 | Contributions |
| Investment Earnings Or Losses | 3943812 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2528497 | GrantsOrScholarships |
| Administrative Expenses | 232633 | AdministrativeExpenses |
| End Of Year Balance | 31687642 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36361264 | BeginningOfYearBalance |
| Contributions | 2864793 | Contributions |
| Investment Earnings Or Losses | -6525262 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2715936 | GrantsOrScholarships |
| Administrative Expenses | 493208 | AdministrativeExpenses |
| End Of Year Balance | 29491651 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 232154 | OtherCostOrOtherBasis |
| Book Value | 232154 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 250000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6105225 | OtherCostOrOtherBasis |
| Depreciation | 587184 | Depreciation |
| Book Value | 5768041 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 105925 | OtherCostOrOtherBasis |
| Depreciation | 61750 | Depreciation |
| Book Value | 44175 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 170355 | OtherCostOrOtherBasis |
| Depreciation | 81542 | Depreciation |
| Book Value | 88813 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6133183 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 4046800 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED INVESTMENT PARTNERSHIPS | 243187 | F |
| ECAP NETWORK | 100000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4389987 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYMENT LIABILITY | $530,777 |
| FUNDS HELD AS AGENCY ENDOWMENT | $328,987 |
| SECURITY DEPOSITS | $1,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 861474 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8737924 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2302776 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 5375 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 61469 | OtherRevenues |
| Revenue Not Rptd F990 | 2369620 | RevenueNotRptdF990 |
| Revenue Subtotal | 6368304 | RevenueSubtotal |
| Investment Expenses Not Included | 133894 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 47125 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 181019 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6549323 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4274897 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 5375 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 239810 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 245185 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4029712 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 133894 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 9943 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 143837 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4173549 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (13 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 | |
| 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, PENALTIES AND DISCLOSURES REQUIRED. THE FOUNDATION RECOGN | |
| Pt XI Line 2d | NET SUPPORTING ORGANIZATION ACTIVITY SHOWN ON SEPARATE |
| FORM 990: 25,511 DIRECT REAL ESTATE SALE EXPENSE: 4,125 DIRECT SPECIAL EVENT EXPENSE: 31,833 | |
| Pt XI Line 4b | CONTRIBUTIONS, INVESTMENT INCOME AND GAINS AGENCY |
| ENDOWMENT: 47,125 | |
| Pt XII Line 2d | SUPPORTING ORGANIZATION EXPENSES SHOWN ON SEPARATE FORM |
| 990s: 178,852 LOAN LOSS RESERVE: 25,000 DIRECT REAL ESTATE SALE EXPENSE: 4,125 DIRECT SPECIAL EVENT EXPENSES: 31,833 | |
| Pt XII Line 4b | GRANT EXPENSE ON AGENCY ENDOWMENT FUNDS: 9,943 |
| 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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Small Steps Golf | NameOfEvent1 |
| Gross Receipts Event1 | 20800 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 5820 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14980 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1811 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9424 | RentFacilityCostsEvent1 |
| Name Of Event2 | Royals Jersey Auction | NameOfEvent2 |
| Gross Receipts Event2 | 83949 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 31000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 52949 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 11972 | NonCashPrizesEvent2 |
| Gross Receipts Other Events | 11135 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 4500 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 6635 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 1598 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 6472 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 556 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 115884 | GrossReceiptsTotal |
| Charitable Contributions Total | 41320 | CharitableContributionsTotal |
| Gross Revenue Total Events | 74564 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 15381 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 15896 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 556 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 31833 | DirectExpenseSummaryEvents |
| Net Income Summary | 42731 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (52 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| BERKS COMMUNITY TELEVISION | |||||||||
| 645 PENN ST | READING | PA | 19601 | 232016837 | 501C3 | 171000 | N/A | N/A | COORD. FREE FLOW |
| ALBRIGHT COLLEGE | |||||||||
| PO BOX 15234 | READING | PA | 19612 | 231352615 | 501C3 | 19784 | N/A | N/A | GENERAL/WORKSHOP |
| ALVERNIA UNIVERSITY | |||||||||
| 400 ST BERNARDINE ST | READING | PA | 19607 | 231522643 | 501C3 | 158000 | N/A | N/A | MEDIA/DOCTORATE PROGRAMS |
| ANIMAL RESCUE LEAGUE OF BERKS COUNTY | |||||||||
| PO BOX 69 | MOHNTON | PA | 19540 | 231417505 | 501C3 | 41900 | N/A | N/A | GENERAL SUPPORT |
| BERKS ENCORE | |||||||||
| 40 NORTH NINTH ST | READING | PA | 19601 | 231656050 | 501C3 | 20000 | N/A | N/A | SENIOR CENTER |
| BERKS CATHOLIC HIGH SCHOOL | |||||||||
| 955 E WYOMISSING BLVD | READING | PA | 19611 | 320336345 | 501C3 | 8000 | N/A | N/A | GENERAL SUPPORT |
| BERKS COUNSELING CENTER | |||||||||
| 35 N 6TH ST 2ND FL | READING | PA | 19601 | 232043478 | 501C3 | 5200 | N/A | N/A | GENERAL SUPPORT |
| PENN STATE ALUMNI ASSOC | |||||||||
| PO BOX 7009 | WYOMISSING | PA | 19610 | 232282441 | 501C3 | 15650 | N/A | N/A | GENERAL SUPPORT |
| BERKS COUNTY CONSERVANCY | |||||||||
| 25 N 11TH ST | READING | PA | 19601 | 231966295 | 501C3 | 8000 | N/A | N/A | GENERAL SUPPORT |
| BERKS COUNTY INTERMEDIATE UNIT | |||||||||
| PO BOX 16050 | READING | PA | 19612 | 231740825 | 501C3 | 14400 | N/A | N/A | REDUCE COSTS FOR SCHOOL DISTRICTS |
| BERKS COUNTY SHERIFFS DEPT | |||||||||
| 633 COURT ST 3RD FL | READING | PA | 19601 | 236003049 | GOV | 10350 | N/A | N/A | K9 UNIT |
| BERKS VISITING NURSES ASSOC | |||||||||
| 1170 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 231466250 | 501C3 | 27163 | N/A | N/A | IMMUNIZATIONS |
| BERKS WOMEN IN CRISIS | |||||||||
| 50 N 4TH ST | READING | PA | 19601 | 232087191 | 501C3 | 55000 | N/A | N/A | CAPITAL CAMPAIGN |
| BOROUGH OF SHILLINGTON | |||||||||
| PO BOX 247 | SHILLINGTON | PA | 19607 | 236002944 | GOV | 10000 | N/A | N/A | ANNUAL DISTRIBUTION |
| BOYERTOWN AREA MULTI SERVICE INC | |||||||||
| 200 W SPRING ST | BOYERTOWN | PA | 19512 | 237289405 | 501C3 | 5585 | N/A | N/A | COMP. SERVER |
| BOYERTOWN COMMUNITY CENTER | |||||||||
| 209 NORTH MONROE ST | BOYERTOWN | PA | 19512 | 236272198 | 501C3 | 7000 | N/A | N/A | GENERAL SUPPORT |
| BOYERTOWN AREA YMCA | |||||||||
| 301 W SPRING ST | BOYERTOWN | PA | 19512 | 232510418 | 501C3 | 27000 | N/A | N/A | EQUIP & RENOV. |
| BREAST CANCER SUPPORT SERVICE | |||||||||
| 529 READING AVE STE C | READING | PA | 19611 | 232762595 | 501C3 | 29100 | N/A | N/A | GENERAL SUPPORT |
| BOYERTOWN LIONS COMM AMBULANCE SERV | |||||||||
| 2 EAST SECOND ST | BOYERTOWN | PA | 19512 | 236266685 | 501C3 | 6000 | N/A | N/A | EMERGENCY RADIOS |
| CALVARY UNITED METHODIST CHURCH | |||||||||
| 831 N WYOMISSING BLVD | WYOMISSING | PA | 19610 | 236259703 | 501C3 | 32000 | N/A | N/A | GENERAL SUPPORT |
| CARNEGIE MELLON UNIVERSITY | |||||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | 250969449 | 501C3 | 200000 | N/A | N/A | UNV. CENTER EXPANSION |
| BOYERTOWN ROTARY FOUNDTN & LIONS CLUB | |||||||||
| 209 NORTH MONROE ST | BOYERTOWN | PA | 19512 | 020811224 | 501C3 | 10000 | N/A | N/A | WALKING TRAIL |
| CITY OF READING POLICE DEPT | |||||||||
| 815 WASHINGTON ST | READING | PA | 19601 | 236001907 | GOV | 10600 | N/A | N/A | K9 OFFICER TRAINING |
| DIAKON LUTHERAN SOCIAL MINISTRIES | |||||||||
| 798 HAUSMAN RD STE 300 | ALLENTOWN | PA | 18104 | 231857015 | 501C3 | 157592 | N/A | N/A | BLDG CONNECTIONS |
| FRIENDS OF YEMIN ORDE | |||||||||
| 12230 WILKINS AVE | ROCKVILLE | MD | 20852 | 223090463 | 501C3 | 10000 | N/A | N/A | GENERAL SUPPORT |
| FOUNDATION FOR READING PUBLIC MUSEUM | |||||||||
| 500 MUSEUM RD | WEST READING | PA | 19611 | 232563964 | 501C3 | 20400 | N/A | N/A | GENERAL SUPPORT |
| LIFEPATH INC | |||||||||
| 3500 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | 237402943 | 501C3 | 5807 | N/A | N/A | CEILING LIFT |
| GILMOREHENNE COMMUNITY FUND | |||||||||
| 237 COURT ST | READING | PA | 19601 | 454793078 | 501C3 | 85285 | N/A | N/A | GENERAL SUPPORT |
| HAWK MOUNTAIN SANCTUARY | |||||||||
| 1700 HAWK MOUNTAIN RD | KEMPTON | PA | 19529 | 231392700 | 501C3 | 6910 | N/A | N/A | SPONSOR TRAINEE |
| HUMANE SOCIETY OF BERKS COUNTY | |||||||||
| PO BOX 13662 | READING | PA | 19612 | 231384936 | 501C3 | 36200 | N/A | N/A | GENERAL SUPPORT |
| JEWISH FEDERATION OF READING | |||||||||
| 100 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 231728784 | 501C3 | 25000 | N/A | N/A | GENERAL/COMM EMERG. |
| KESHER ZION SYNAGOGUE | |||||||||
| 1245 PERKIOMEN AVE | READING | PA | 19602 | 231365246 | 501C3 | 16495 | N/A | N/A | GENERAL SUPPORT |
| MAKE A WISH FOUNDATION | |||||||||
| 512 TOWNSHIP LINE RD | BLUE BELL | PA | 19422 | 222755963 | 501C3 | 7500 | N/A | N/A | GENERAL SUPPORT |
| MIFFLIN COMMUNITY LIBRARY | |||||||||
| 6 PHILADELPHIA AVE | SHILLINGTON | PA | 19607 | 232980611 | 501C3 | 10000 | N/A | N/A | ANNUAL DISTRIBUTION |
| OLEY VALLEY COMM ED FDTN | |||||||||
| PO BOX 331 | OLEY | PA | 19547 | 232867151 | GOV | 5200 | N/A | N/A | COMPLETE BLDG |
| READING MUSICAL FOUNDATION | |||||||||
| PO BOX 14835 | READING | PA | 19612 | 231472487 | 501C3 | 10000 | N/A | N/A | GENERAL SUPPORT |
| O'PAKE CENTER FOR ETHICS & LEADERSHIP | |||||||||
| 400 ST BERNANDINE ST | READING | PA | 19607 | 231522643 | 501C3 | 56000 | N/A | N/A | INDICATORS PROJ. |
| SOUTH MOUNTAIN YMCA | |||||||||
| PO BOX 147 | WERNERSVILLE | PA | 19565 | 232239399 | 501C3 | 142800 | N/A | N/A | ANNUAL DISTRIBUTION |
| ST MARGARET'S RC CHURCH | |||||||||
| 925 CENTRE AVE | READING | PA | 19601 | 231352463 | 501C3 | 15000 | N/A | N/A | CHURCH MAINTENANCE |
| ST JOSEPH MEDICAL FOUNDATION | |||||||||
| PO BOX 316 | READING | PA | 19603 | 232649362 | 501C3 | 100000 | N/A | N/A | PALLIATIVE CARE PROG. |
| ST MARY'S EPISCOPAL CHURCH | |||||||||
| 100 WEST WINDSOR ST | READING | PA | 19601 | 232012265 | 501C3 | 10000 | N/A | N/A | GENERAL SUPPORT |
| SANDUSKY LEE | |||||||||
| 75 SOUTH PARK AVE | LITTLESTOWN | PA | 17340 | 25000 | N/A | N/A | SOLAR PANELS | ||
| PA LIONS BEACON LODGE | |||||||||
| 114 SR 103 SOUTH | MT UNION | PA | 17066 | 231409662 | 501C3 | 12675 | N/A | N/A | UPGRADE PA SYSTEM |
| PUBLIC HEALTH MANAGEMENT CORP | |||||||||
| 260 SOUTH BROAD ST 18TH FL | PHILADELPHIA | PA | 19102 | 232971146 | 501C3 | 20000 | N/A | N/A | NEEDS ASSESSMENT |
| THE CHILDREN'S HOME OF READING | |||||||||
| 1010 CENTRE AVE | READING | PA | 19601 | 231352080 | 501C3 | 35000 | N/A | N/A | GENERAL/ RESID. PROG. |
| TULPEHOCKEN AREA SD | |||||||||
| 27 REHRERSBURG RD | BETHAL | PA | 19507 | 236050725 | 501C3 | 11628 | N/A | N/A | SCOREBOARD/TEACHERS PROG. |
| UNITED WAY OF BERKS COUNTY | |||||||||
| PO BOX 702 | READING | PA | 19603 | 231655375 | 501C3 | 30500 | N/A | N/A | GENERAL SUPPORT |
| UNITED WAY OF BOYERTOWN ARE | |||||||||
| PO BOX 213 | BOYERTOWN | PA | 19512 | 236395495 | 501C3 | 5368 | N/A | N/A | GENERAL SUPPORT |
| READING RECREATION COMMISSION | |||||||||
| 320 SOUTH 3RD ST | READING | PA | 19602 | 383860043 | 501C3 | 7800 | N/A | N/A | TENNIS PROGRAM |
| READING SYMPHONY ORCHESTRA | |||||||||
| 147 N FIFTH ST STE 4 | READING | PA | 19601 | 231741046 | 501C3 | 10000 | N/A | N/A | GENERAL SUPPORT |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||||
| 3601 SOUTH BROAD ST | PHILADELPHIA | PA | 19148 | 231352080 | 501C3 | 7500 | N/A | N/A | GENERAL SUPPORT |
| REFORM CONGREGATION OHEB SHOLOM | |||||||||
| 555 WARWICK DRIVE | WYOMISSING | PA | 19610 | 231664967 | 501C3 | 15000 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 68 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|
| SCHOOL SCHOLARSHIPS | 276 | 596318 | N/A | N/A | |
| SUPPORT FOR SPECIAL NEEDS CHILDREN | 7 | 3024 | COST | STAIRGLIDE/HOME & VAN REPAIRS | 14683 |
| TENNIS LESSONS | 12 | 18010 | N/A | N/A | |
| CAMP SCHOLARSHIPS | 10 | 4416 | N/A | N/A | |
| FUNERAL EXPENSES | 3 | 1082 | N/A | N/A | |
| RESPITE CARE | 3 | 6763 | N/A | N/A | |
| SUPPORT FOR EXTRAORDINARY NEEDS | 41 | 24020 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 2 | GRANTEES WHO RECEIVE A GRANT FOR ANYTHING OTHER THAN GENERAL OPERATING |
| SUPPORT ARE REQUIRED TO ENTER INTO A GRANT AGREEMENT WITH THE FOUNDATION. | |
| THROUGH THE GRANT AGREEMENT THE ORGANIZATIONS ACKNOWLEDGE THAT THE | |
| FUNDS WILL BE SPENT AS SPECIFIED IN THE GRANT AGREEMENT. A FOLLOW-UP | |
| GRANT EVALUATION REPORT IS REQUIRED TO BE SUBMITTED TO THE FOUNDATION. | |
| FAILURE TO SUBMIT THE REPORT BY THE SPECIFIED DATE RESULTS IN A LOSS | |
| OF CONSIDERATION FOR FUTURE GRANT DOLLARS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KEVIN K MURPHY | NamePerson |
| Base Compensation Filing Org | 147594 | BaseCompensationFilingOrg |
| Bonus Filing Org | 10000 | BonusFilingOrg |
| Nontaxable Benefits Filing Org | 19458 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 177052 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt I Line 1a | Identifier |
| Explanation | A PORTION OF SOCIAL CLUB DUES REIMBURSED DUE TO NETWORKING AND MEETINGS WITH LOCAL KEY LEADERS IN THE COMMUNITY. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 204349 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 250000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | FOOD & BEVERAGE, DOOR PRIZES | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2495 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (66 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11b | THE FOUNDATION'S AUDIT COMMITTEE'S 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. | |
| Pt 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 COMMITTEE'S ROLES IS | |
| TO ANNUALLY REVIEW THE CONFLICT OF INTEREST FORMS | |
| SUBMITTED AND MAKE ANY NECESSARY DISCLOSURES IF A | |
| CONFLICT IS NOTED. | |
| Pt VI, Line 15a | THE COMPENSATION OF THE PRESIDENT OF THE COMMUNITY |
| FOUNDATION IS REVIEWED AND DETERMINED 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 PROVIDED BY THE COUNCIL ON | |
| FOUNDATIONS AS WELL AS COMPARABLE LOCAL DATA PROVIDED | |
| PERIODICALLY BY A REGIONAL HUMAN RESOURCES CONSULTING | |
| FIRM. IN ADDITION, THE COMMITTEE REVIEWS THE RECENT | |
| FORMS 990 FOR A VARIETY OF LOCAL ORGANIZATIONS AND | |
| OTHER COMMUNITY FOUNDATIONS DEEMED TO BE A PEER GROUP. | |
| AFTER REVIEWING THAT MATERIAL, THE EXECUTIVE COMMITTEE | |
| ESTABLISHES A COMPENSATION LEVEL THAT IS DESIGNED TO | |
| RECOGNIZE CURRENT MARKET CONDITIONS AND PERFORMANCE | |
| IN THE POSITION | |
| Pt VI, Line 19 | THE FOUNDATION HAS AN OPEN BOOK POLICY OF DISCLOSURE |
| OF INFORMATION TO THE PUBLIC. ALL BOARD MEMBERS, | |
| COMMITTEE MEMBERS AND STAFF MEMBERS ARE AWARE OF THE | |
| FOUNDATION'S 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 FOUNDATION'S GOVERNANCE | |
| COMMITTEE AND, IF NECESSARY, DISCLOSURE OF ANY NOTED | |
| CONFLICT IS MADE TO THE BOARD, COMMITTEE, STAFF AND | |
| DISCLOSED IN THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS. | |
| GOVERNING DOCUMENTS ARE MADE AVAILABLE TO ANY ONE 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 FOUNDATION'S WEBSITE. FORM 1023 IS | |
| AVAILABLE UPON REQUEST | |
| Pt XI | LOAN LOSS RESERVE ($25,000) PLUS CHANGE IN AGENCY FUNDS |
| OF ($37,182) = TOTAL OTHER CHANGES IN NET ASSETS BALANCE | |
| OF ($62,182). | |
| Pt VI, Line 15b | THE PRESIDENT REVIEWS AND DETERMINES OTHER OFFICER SALARY |
| BASED ON REVIEW OF INDUSTRY COMPENSATION DATA PREPARED BY | |
| THE COUNCIL ON FOUNDATIONS AS WELL AS COMPARABLE LOCAL DATA | |
| PROVIDED PERIODICALLY BY A REGIONAL HUMAN RESOURCES CONSULTING | |
| FIRM. THE PRESIDENT ESTABLISHES A COMPENSATION LEVEL THAT | |
| IS DESIGNED TO RECOGNIZE CURRENT MARKET CONDITIONS AND | |
| 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 |
| AND THE SUPPORTING ORGANIZATIONS FILE ON A SEPARATE | |
| BASIS. THE AUDIT WAS PERFORMED AND COMBINED STATEMENTS | |
| WERE ISSUED WHICH IS WHAT THE RECONCILIATION WAS | |
| COMPARED TO ON SCHEDULE D, PAGE 4. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| 222 KENHORST BOULEVARD REALTY LLC | |||||||||
| 237 COURT ST | READING | PA | 19601 | 463037845 | HOLD AND MANAGE REAL ESTATE | PA | 300000 | 300000 | 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 | ||
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKS COUNTY COMMUNITY FOUNDATION PROPERTIES II INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 159080 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
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