HENRY JANSSEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HENRY JANSSEN FOUNDATION (EIN 20-1812511)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202113139349101756
- Schema version
- 2020v4.0
- 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
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T09:45:00-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELSA | PersonFirstNm |
| Person Last | HOPPMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYNE R SCHAEFFER CPA | PreparerPersonNm |
| PTIN | P00008294 | PTIN |
| Phone | 6108984403 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,737,031 | 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 | $277,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $250,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $758,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $528,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $528,238 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $25,551 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,776 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,775 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,000 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $616,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $616,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $653,551 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $628,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$125,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $503,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,894 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,492 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $13,291,146 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,499,539 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,499,539 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,338,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,737,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,737,031 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $104,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,333,540 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,632,531 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,333,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,632,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,338,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,737,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,333,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$125,313 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,424,304 | OtherIncreasesAmt |
| Subtotal | $14,632,531 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,632,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 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, 2865.723 | P | 2014-10-10 | 2020-04-15 | $29,144 | $28,130 | $1,014 | $1,014 |
| VANGUARD SHORT TERM INV, 578.310 | P | 2014-02-28 | 2020-01-28 | $6,234 | $6,205 | $29 | $29 |
| VANGUARD SHORT TERM INV, 509.655 | P | 2014-02-28 | 2020-04-28 | $5,458 | $5,468 | -$10 | -$10 |
| VANGUARD SHORT TERM INV, 541.717 | P | 2014-02-28 | 2020-08-05 | $5,959 | $5,813 | $146 | $146 |
| VANGUARD SHORT TERM INV, 569.672 | P | 2014-02-28 | 2020-11-03 | $6,250 | $6,114 | $136 | $136 |
| VANGUARD TOTAL INTL ST IDX, 2009.055 | P | 2014-02-28 | 2020-12-11 | $64,109 | $56,393 | $7,716 | $7,716 |
| VANGUARD TOTAL BD MKT IDX, 6150.660 | P | 2014-02-28 | 2020-04-15 | $70,856 | $65,868 | $4,988 | $4,988 |
| VANGUARD TOTAL ST MKT IDX, 4005.875 | P | 2014-10-10 | 2020-06-24 | $300,000 | $197,395 | $102,605 | $102,605 |
| VANGUARD TOTAL ST MKT IDX, 2763.104 | P | 2014-10-10 | 2020-12-11 | $255,891 | $136,502 | $119,389 | $119,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250,578 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,998 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,998 | SubtotalAmt |
| Tax Based On Investment Income | $6,998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,663 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,663 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,665 | OverpaymentAmt |
| Applied To ES Tax | $3,665 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | 0.00 | $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 | $12,969,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,081,753 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,081,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $196,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,885,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $644,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $644,276 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,998 | TotalTaxAmt |
| Distributable Before Adj | $637,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $637,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $637,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $628,775 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $628,775 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $628,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $637,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $148,978 | UndistributedIncomePYAmt |
| Qualifying Distributions | $628,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $148,978 | AppliedToYear1Amt |
| Applied To Current Year | $479,797 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $157,481 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 7 LAKES ALLIANCE | |||||||||
| 137 MAIN STREET | 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 | ||
| AMERICAN CANCER SOCIETY | |||||||||
| 3983 ADLER PL 170 | BETHLEHEM | PA | 18017 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $2,500 | ||
| BCPS BERKS CONNECTIONS PRETRIAL SVC | |||||||||
| 633 COURT STREET 16TH FL | READING | PA | 19601 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| BCTV ORGANIZATION | |||||||||
| 1900 N 13TH STREET | READING | PA | 19604 | 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 | |
| BELGRADE REGIONAL HEALTH CENTER | |||||||||
| PO BOX 304 | BELGRADE LAKES | ME | 04918 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| BERKS COALITION TO END HOMELESSNESS | |||||||||
| 831 WALNUT STREET | READING | PA | 19601 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $20,000 | ||
| BERKS HISTORY CENTER | |||||||||
| 940 CENTRE AVENUE | READING | PA | 19601 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $15,000 | ||
| BERKS NATURE | |||||||||
| 575 SAINT BERNADINE ST | READING | PA | 19607 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| COLBY COLLEGE | |||||||||
| 4345 MAYFLOWER HILL | WATERVILLE | ME | 049018843 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| CONRAD WIESER COMMUNITY POOL | |||||||||
| 130 STEEPLE DRIVE | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | CAPITAL IMPROVEMENTS | $10,000 | ||
| DARTMOUTH COLLEGE | |||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037553555 | 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 | READING | PA | 196031706 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | PO BOX 1706 | |
| 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 ASSN | |||||||||
| 22 TULPY VIEW DRIVE | WOMELSDORF | PA | 19567 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| HELPING HARVEST | |||||||||
| 117 MORGAN DRIVE | READING | PA | 19608 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $100,000 | ||
| 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 | $15,000 | ||
| 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 | $35,000 | OF READING & BERKS | |
| OPPORTUNITY HOUSE | |||||||||
| 430 NORTH SECOND STREET | READING | PA | 19601 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $20,000 | ||
| PROSPECTUS BERCO | |||||||||
| 840 WILLIAM LANE | READING | PA | 196041551 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| 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 | |||||||||
| 147 NORTH FIFTH STREET | READING | PA | 196013494 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $12,000 | SUITE 4 | |
| 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 | |||||||||
| 23 ELM STREET | NORTHAMPTON | MA | 010630024 | 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 | ||
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||||
| TULPEHOCKEN ROAD | READING | PA | 196106009 | NONE | PUBLIC CHAR | FEASIBILITY STUDY | $25,000 | PO BOX 7009 | |
| THE WYOMISSING FOUNDATION | |||||||||
| 960 OLD MILL ROAD | WYOMISSING | PA | 19610 | NONE | PUBLIC CHAR | CAPITAL CAMPAIGN REVIEW BOARD | $2,000 | ||
| 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 | WOMELSDORF | PA | 19567 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | SOCIETY | PO BOX 53 |
| UNITED WAY OF BERKS COUNTY | |||||||||
| 501 WASHINGTON STREET | READING | PA | 196030702 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $75,000 | PO BOX 702 | |
| WERNERSVILLE PUBLIC LIBRARY | |||||||||
| 100 N REBER STREET | WERNERSVILLE | PA | 19565 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| WESTERN FREE MEDICAL CLINIC | |||||||||
| 480 BIG SPRING ROAD | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $15,000 | ||
| WOOD TO WONDERFUL | |||||||||
| 159 WOLF CREEK RD | BERNVILLE | PA | 19506 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $2,000 | ||
| WR COMMUNITY REVITALIZATION | |||||||||
| 500 CHESTNUT STREET | WEST READING | PA | 19611 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $20,000 | ||
| YOCUM INSTITUTE OF THE ARTS | |||||||||
| 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 | $616,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $250,578 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $528,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $528,238 | 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 |
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 | $2,053,763 | $2,053,763 |
| VANGUARD INTERMEDIATE TERM INCOME GR | FMV | $805,774 | $805,774 |
| VANGUARD SHORT TERM INVESTMENT GRADE | FMV | $908,243 | $908,243 |
| VANGUARD TOTAL STOCK MARKET INDEX FD | FMV | $7,814,034 | $7,814,034 |
| VANGUARD TOTAL INTERNATIONAL STOCK | FMV | $2,917,725 | $2,917,725 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN NET UNREALIZED APPRECIATION | Desc |
| Amt | $1,424,304 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $23,901 | $11,951 | $11,950 |
| DAVID RICK | $1,650 | $825 | $825 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |