HENRY JANSSEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HENRY JANSSEN FOUNDATION (EIN 20-1812511)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-23
- IRS object ID
- 202412679349100111
- Schema version
- 2023v5.0
- 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-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-23T12:42:12-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823112635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J SCHAEFFER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 COMMERCE DRIVE P O BOX 5766 | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201812511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY JANSSEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 6108984403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 COMMERCE DRIVE PO BOX 5766 | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELSA M HOPPMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108984403 | PhoneNum |
| Signature | 2024-09-18 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYNE R SCHAEFFER CPA | PreparerPersonNm |
| PTIN | P00008294 | PTIN |
| Phone | 6108984403 | PhoneNum |
| Preparation | 2024-09-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,230,932 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $332,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $332,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $749,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,876 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $641,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $641,662 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,957 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,479 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,478 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,653 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $707,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $707,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $744,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $726,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $623,008 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $196,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,887 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,565,001 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,999,045 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,999,045 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,761,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,230,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,230,932 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $87,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $110,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $87,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,674,154 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,120,932 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,674,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,120,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,761,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,230,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,674,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,549,923 | OtherIncreasesAmt |
| Subtotal | $14,120,932 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,120,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD INTER TERM INV GR, 451.368 | P | 2020-07-31 | 2023-05-25 | $3,783 | $4,435 | -$652 | -$652 |
| VANGUARD ST INVEST GRADE, 589.119 | P | 2020-07-31 | 2023-02-02 | $5,962 | $6,344 | -$382 | -$382 |
| VANGUARD ST INVEST GRADE, 614.588 | P | 2020-07-31 | 2023-05-04 | $6,232 | $6,615 | -$383 | -$383 |
| VANGUARD ST INVEST GRADE, 632.398 | P | 2020-07-31 | 2023-08-03 | $6,318 | $6,803 | -$485 | -$485 |
| VANGUARD ST INVEST GRADE, 619.559 | P | 2020-07-31 | 2023-11-02 | $6,158 | $6,661 | -$503 | -$503 |
| VANGUARD TOTAL INTL STOCK, 4279.101 | P | 2020-07-31 | 2023-05-25 | $125,677 | $120,949 | $4,728 | $4,728 |
| VANGUARD TOTAL STOCK MKT, 2203.20 | P | 2020-07-31 | 2023-05-25 | $220,540 | $112,923 | $107,617 | $107,617 |
| VANGUARD TOTAL STOCK MKT, 3408.161 | P | 2020-07-31 | 2023-12-06 | $375,000 | $176,064 | $198,936 | $198,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,876 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,660 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,660 | SubtotalAmt |
| Tax Based On Investment Income | $8,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,376 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,876 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,216 | OverpaymentAmt |
| Applied To ES Tax | $10,216 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYNE R SCHAEFFER CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108984403 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 COMMERCE DRIVE PO BOX 5766 | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELSA M HOPPMAN | ||||||||
| 14 COMMERCE DRIVE PO BOX 5766 | WYOMISSING | PA | 19610 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| NANCY M WISSINGER | ||||||||
| 14 COMMERCE DRIVE PO BOX 5766 | WYOMISSING | PA | 19610 | VP/TREASURER | 000.00 | $0 | $0 | $0 |
| JANE M ROHRBACH | ||||||||
| 14 COMMERCE DRIVE PO BOX 5766 | WYOMISSING | PA | 19610 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,319,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,479,703 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,479,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $202,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,277,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $663,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $663,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,660 | TotalTaxAmt |
| Distributable Before Adj | $655,215 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $655,215 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $655,215 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $726,153 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $726,153 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $655,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $257,286 | UndistributedIncomePYAmt |
| Qualifying Distributions | $726,153 | QualifyingDistributionsAmt |
| Applied To Year1 | $257,286 | AppliedToYear1Amt |
| Applied To Current Year | $468,867 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $186,348 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 7 LAKES ALLIANCE | |||||||||
| 137 MAIN STREET | PO BOX 250 | BELGRADE LAKES | ME | 04918 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | |
| ALBRIGHT COLLEGE | |||||||||
| PO BOX 15234 | READING | PA | 196125234 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| ALVERNIA UNIVERSITY | |||||||||
| 400 SAINT BERNADINE ST | READING | PA | 19607 | NONE | PUBLIC CHAR | READING COLLEGIATE SCHOLARS | $20,000 | ||
| AMERICAN CANCER SOCIETY | |||||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $2,500 | ||
| AMERICAN RED CROSS | |||||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHAR | MAUI DISASTER | $5,000 | ||
| BCTV ORGANIZATION | |||||||||
| PO BOX 8082 | READING | PA | 19603 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| BELGRADE LAKES ASSN MILFOIL CONTROL | |||||||||
| PO BOX 551 137 MAIN ST | BELGRADE LAKES | ME | 04918 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| BELGRADE REGIONAL CONSERVATION | |||||||||
| PO BOX 250 | BELGRADE LAKES | ME | 04918 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ALLIANCE | |
| BERKS HISTORY CENTER | |||||||||
| 940 CENTRE AVENUE | READING | PA | 19601 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $15,000 | ||
| BERKS HISTORY CENTER | |||||||||
| 940 CENTRE AVENUE | READING | PA | 19601 | NONE | PUBLIC | HENRY JANSSEN LIBRARY/MUSEUM BLDG | $125,000 | ||
| BERKS MILITARY HISTORY HOLOCAUST | |||||||||
| 198 E WYOMISSING AVENUE | MOHNTON | PA | 19540 | NONE | PUBLIC CHAR | MILITARY MUSEUM CAMPAIGN | $5,000 | MUSEUM | |
| BERKS NATURE | |||||||||
| 575 SAINT BERNADINE ST | READING | PA | 19607 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| COLBY COLLEGE | |||||||||
| 4378 MAYFLOWER HILL | WATERVILLE | ME | 049018843 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| CONNECTIONS WORK | |||||||||
| 19 N 6TH STREET 4TH FL | READING | PA | 19601 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| CONRAD WEISER COMMUNITY POOL | |||||||||
| 130 STEEPLE DRIVE | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | CAPITAL IMPROVEMENTS | $10,000 | ||
| DARTMOUTH COLLEGE | |||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037554400 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $15,000 | ||
| ELIZABETHTOWN COLLEGE | |||||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| FDN READING AREA COMMUNITY COLLEGE | |||||||||
| 10 SOUTH SECOND STREET | PO BOX 1706 | READING | PA | 196031706 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | |
| FOUNDATION FOR RACC | |||||||||
| 10 SOUTH SECOND STREET | PO BOX 1706 | READING | PA | 196031706 | NONE | PUBLIC CHAR | WEITZ HEALTHCARE PAVILION PROJECT | $50,000 | |
| FRIENDS OF THE ROBESONIA FURNACE | |||||||||
| PO BOX 162 | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| HAWK MOUNTAIN SANCTUARY ASSN | |||||||||
| 1700 HAWK MOUNTAIN ROAD | KEMPTON | PA | 195299379 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| HEIDELBERG CEMETERY CO INC | |||||||||
| 22 TULPY VIEW DRIVE | WOMELSDORF | PA | 19567 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| HELPING HARVEST | |||||||||
| 117 MORGAN DRIVE | READING | PA | 19608 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| HISTORIC PRESERVATION TRUST | |||||||||
| PO BOX 245 | DOUGLASSVILLE | PA | 19518 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $7,000 | OF BERKS COUNTY | |
| LITERACY COUNCIL READING BERKS | |||||||||
| 35 SOUTH DWIGHT STREET | WEST LAWN | PA | 196091830 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| NEW JOURNEY COMMUNITY OUTREACH | |||||||||
| 138 SOUTH 6TH STREET | READING | PA | 19602 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| OLD DRY ROAD FARM | |||||||||
| PO BOX 163 | WERNERSVILLE | PA | 19565 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| OLIVET BOYS & GIRLS CLUB | |||||||||
| 1161 PERSHING BOULEVARD | READING | PA | 19611 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | OF READING & BERKS | |
| OPPORTUNITY HOUSE | |||||||||
| 430 NORTH SECOND STREET | READING | PA | 19601 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| OUR CITY READING INC | |||||||||
| 4500 PERKIOMEN AVENUE | READING | PA | 19606 | NONE | PUBLIC CHAR | HELPING HARVEST ANNEX | $50,000 | ||
| PROSPECTUS BERCO | |||||||||
| 840 WILLIAM LANE | READING | PA | 196041551 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| READING AREA FIREFIGHTERS MUSEUM | |||||||||
| 501 S FIFTH STREET | READING | PA | 19602 | NONE | PUBLIC CHAR | BUILDING PROJECT | $20,000 | ||
| READING MUSICAL FOUNDATION | |||||||||
| PO BOX 14835 | READING | PA | 196124835 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $7,500 | ||
| READING PUBLIC MUSEUM | |||||||||
| 500 MUSEUM ROAD | READING | PA | 19611 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $15,000 | ||
| READING SYMPHONY ORCHESTRA | |||||||||
| 100 NORTH FIFTH STREET | READING | PA | 196013497 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $12,000 | ||
| ROBESONIA COMMUNITY LIBRARY | |||||||||
| 75-A SOUTH BROOKE STREET | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| SAFE BERKS | |||||||||
| 255 CHESTNUT STREET | READING | PA | 19602 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| SINKING SPRING LIBRARY | |||||||||
| 3940 PENN AVENUE | READING | PA | 19608 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| SMITH COLLEGE | |||||||||
| 33 ELM STREET | NORTHAMPTON | MA | 010602913 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| SOUTH MOUNTAIN YMCA | |||||||||
| 201 CUSHION PEAK RD | REINHOLDS | PA | 17569 | NONE | PUBLIC CHAR | REACH OUT FOR YOUTH CAMPAIGN | $5,000 | ||
| TRINITY LUTHERAN CHURCH | |||||||||
| 108 SOUTH ROBESON STREET | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | JACK FROST PARADE/5TH QTR PROGRAM | $10,000 | ||
| TULPEHOCKEN SETTLEMENT HISTORICAL | |||||||||
| 116 NORTH FRONT STREET | PO BOX 53 | WOMELSDORF | PA | 19567 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | SOCIETY |
| UNITED WAY OF BERKS COUNTY | |||||||||
| 25 N 2ND STREET STE 101 | READING | PA | 196014037 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $75,000 | ||
| WERNERSVILLE PUBLIC LIBRARY | |||||||||
| 100 N REBER STREET | WERNERSVILLE | PA | 19565 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| WESTERN BERKS FREE MEDICAL CLINIC | |||||||||
| 480 BIG SPRING ROAD | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| WESTERN PA SCHOOL FOR THE DEAF | |||||||||
| 300 EAST SWISSVALE AVE | PITTSBURGH | PA | 15218 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| WOOD TO WONDERFUL | |||||||||
| 159 WOLF CREEK RD | BERNVILLE | PA | 19506 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $2,000 | ||
| WR COMMUNITY REVITALIZATION | |||||||||
| 20 N 6TH STREET STE A | WEST READING | PA | 19611 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $23,500 | ||
| YOCUM INSTITUTE FOR ARTS EDUCATION | |||||||||
| 3000 PENN AVENUE | WEST LAWN | PA | 19609 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $8,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $707,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332,786 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $308,876 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $641,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $641,662 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FDN INVESTS FUNDS TO GENERATE INCOME TO FUND GRANTS. |
| 8 | THE FDN INVESTS FUNDS TO GENERATE INCOME TO FUND GRANTS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,350 | Amt |
| Net Investment Income | $5,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,175 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FD | FMV | $2,136,194 | $2,136,194 |
| VANGUARD INTERMEDIATE TERM INCOME GR | FMV | $830,702 | $830,702 |
| VANGUARD SHORT TERM INVESTMENT GRADE | FMV | $1,055,941 | $1,055,941 |
| VANGUARD TOTAL STOCK MARKET INDEX FD | FMV | $7,170,994 | $7,170,994 |
| VANGUARD TOTAL INTERNATIONAL STOCK | FMV | $2,805,214 | $2,805,214 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGES IN NET UNREALIZED APPRECIATION | Desc |
| Amt | $1,549,923 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $24,670 | $12,335 | $12,335 |
| DAVID RICK | $2,287 | $1,144 | $1,143 |