HENRY JANSSEN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HENRY JANSSEN FOUNDATION (EIN 20-1812511)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201803169349100705
- Schema version
- 2017v2.3
- 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
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T11:34:34-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 6106936371 | 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 |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYNE R SCHAEFFER CPA | PreparerPersonNm |
| PTIN | P00008294 | PTIN |
| Phone | 6108984403 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.130.91.155 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 10:34:34 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E3F763DC3209E2D42CFB22B48E5EE345208B6E93 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E3F763DC3209E2D42CFB22B48E5EE345208B6E93 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,000,402 | 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 | $277,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $647,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,866 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $406,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,797 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $13,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,750 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,814 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,814 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,000 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $47,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $573,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $573,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $620,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $593,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$213,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $379,233 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $186,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $361,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $361,938 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2,500 | AcctRcvblBOYAmt |
| Other Investments BOY | $11,364,490 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,638,464 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,638,464 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,553,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,000,402 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,000,402 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $156,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $301,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $156,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $301,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,397,225 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,698,902 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,397,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,698,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,553,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,000,402 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,397,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$213,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,515,508 | OtherIncreasesAmt |
| Subtotal | $12,698,902 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,698,902 | 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 |
|---|---|---|---|---|---|---|---|
| 4501.821 SHS VANGUARD TOTAL STOCK | P | 2014-10-10 | 2017-06-27 | $272,000 | $216,651 | $55,349 | $55,349 |
| 3663.278 SHS VANGUARD TOTAL STOCK | P | 2014-10-10 | 2017-12-26 | $245,000 | $176,854 | $68,146 | $68,146 |
| 517.298 SHS VANGUARD ST INV GRADE | P | 2014-02-28 | 2017-01-24 | $5,509 | $5,556 | -$47 | -$47 |
| 535.697 SHS VANGUARD ST INV GRADE | P | 2014-02-28 | 2017-04-25 | $5,716 | $5,753 | -$37 | -$37 |
| 536.423 SHS VANGUARD ST INV GRADE | P | 2014-02-28 | 2017-07-24 | $5,740 | $5,761 | -$21 | -$21 |
| 553.125 SHS VANGUARD ST INV GRADE | P | 2014-02-28 | 2017-10-18 | $5,907 | $5,940 | -$33 | -$33 |
| 1003.944 SHS VANGUARD TOTAL INTL | P | 2014-02-28 | 2017-06-27 | $28,000 | $28,175 | -$175 | -$175 |
| 2645.503 SHS VANGUARD TOTAL INTL | P | 2014-02-28 | 2017-12-26 | $80,000 | $74,316 | $5,684 | $5,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,866 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $577,234 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,143,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $599,186 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,639,124 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051480 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $610,081 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,846,089 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051501 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $562,423 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,071,784 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050798 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $553,952 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,318,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053684 | DistributionYr5Rt |
| Total Distribution | 0.259261 | TotalDistributionRt |
| Average Distribution | 0.051852 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,046,909 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $624,656 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,792 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $628,448 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $593,064 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,585 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,585 | SubtotalAmt |
| Tax Based On Investment Income | $7,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,742 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,742 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,157 | OverpaymentAmt |
| Applied To ES Tax | $8,157 | 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 |
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 | $12,156,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,230,364 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,230,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,046,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $602,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $602,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,585 | TotalTaxAmt |
| Distributable Before Adj | $594,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $594,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $594,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $593,064 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $593,064 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $593,064 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $594,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,537 | UndistributedIncomePYAmt |
| Qualifying Distributions | $593,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,537 | AppliedToYear1Amt |
| Applied To Current Year | $543,527 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $51,233 | 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 (48 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 |
|---|---|---|---|---|---|---|---|---|---|
| ALBRIGHT COLLEGE | |||||||||
| PO BOX 15234 | READING | PA | 196125234 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| AMERICAN CANCER SOCIETY | |||||||||
| 498 BELLEVUE AVENUE | READING | PA | 19605 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $2,500 | ||
| 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 NATURE | |||||||||
| 25 N 11TH STREET | READING | PA | 19601 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| SAFE BERKS | |||||||||
| 255 CHESTNUT STREET | READING | PA | 19602 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| CHILDRENS HOME OF READING | |||||||||
| 1010 CENTRE AVENUE | READING | PA | 196011498 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| COLBY COLLEGE | |||||||||
| 4345 MAYFLOWER HILL | WATERVILLE | ME | 049018843 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $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 | ||
| FRIENDS OF THE ROBESONIA FURNACE | |||||||||
| PO BOX 162 | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| GREATER BERKS FOOD BANK | |||||||||
| 117 MORGAN DRIVE | READING | PA | 19608 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| HAWK MOUNTAIN SANCTUARY ASSN | |||||||||
| 1700 HAWK MOUNTAIN ROAD | KEMPTON | PA | 195299379 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $10,000 | ||
| HEIDELBERG CEMETERY CO | |||||||||
| 22 TULPY VIEW DRIVE | WOMELSDORF | PA | 19567 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| HISTORIC PRESERVATION TRUST | |||||||||
| PO BOX 245 | DOUGLASSVILLE | PA | 19518 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $7,000 | OF BERKS COUNTY | |
| BERKS HISTORY CENTER | |||||||||
| 940 CENTRE AVENUE | READING | PA | 19601 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $15,000 | ||
| LITERACY COUNCIL OF 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 | ||
| PROSPECTUS BERCO | |||||||||
| 840 WILLIAM LANE | READING | PA | 196041551 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| FDN READING AREA COMMUNITY COLLEGE | |||||||||
| 10 SOUTH SECOND STREET | READING | PA | 196031706 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | PO BOX 1706 | |
| READING MUSICAL FOUNDATION | |||||||||
| PO BOX 14835 | READING | PA | 196124835 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $7,500 | ||
| READING PUBLIC MUSEUM FDN | |||||||||
| 500 MUSEUM ROAD | READING | PA | 196111425 | 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 | ||
| SMITH COLLEGE | |||||||||
| 33 ELM STREET | NORTHAMPTON | MA | 010630024 | NONE | PUBLIC CHAR | REACH OUT FOR YOUTH CAMPAIGN | $10,000 | ||
| SOUTH MOUNTAIN YMCA | |||||||||
| PO BOX 147 | WERNERSVILLE | PA | 19565 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| TRINITY LUTHERAN CHURCH | |||||||||
| 108 SOUTH ROBESON STREET | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | JACK FROST PARADE/5TH QTR PROGRAM | $7,000 | ||
| 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 | |
| WESTERN FREE MEDICAL CLINIC | |||||||||
| 480 BIG SPRING ROAD | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| YOCUM INSTITUTE OF THE ARTS | |||||||||
| 1100 BELMONT AVENUE | READING | PA | 196102082 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $8,000 | ||
| ROBESONIA SWIMMING POOL ASSN | |||||||||
| 170 S FREEMAN STREET | ROBESONIA | PA | 19551 | NONE | PUBLIC CHAR | CAPITAL CONTRIBUTION/WINDOWS & DOORS | $10,000 | PO BOX 95 | |
| WERNERSVILLE LIBRARY | |||||||||
| 100 N REBER STREET | WERNERSVILLE | PA | 19565 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $5,000 | ||
| ALVERNIA UNIVERSITY | |||||||||
| 400 SAINT BERNADINE ST | READING | PA | 196071799 | NONE | PUBLIC CHAR | CS PROGRAM | $64,000 | ||
| BERKS CNTY COMMUNITY FDN | |||||||||
| 237 COURT STREET | READING | PA | 196030212 | NONE | PUBLIC CHAR | TEACHERS IN THE PARK PROGRAM | $10,000 | ||
| VETERANS ASSN BERKS COUNTY | |||||||||
| 2412 SPRING STREET | WEST LAWN | PA | 19609 | NONE | PUBLIC CHAR | SOCIAL CENTER | $5,000 | ||
| WR COMMUNITY REVITALIZATION | |||||||||
| 500 CHESTNUT STREET | WEST READING | PA | 19611 | NONE | PUBLIC CHAR | GENERAL PURPOSE CONTRIBUTION | $27,500 | ||
| READING HOSPITAL FOUNDATION | |||||||||
| 6TH SPRUCE ST- A2 SOUTH | READING | PA | 19612 | NONE | PUBLIC CHAR | ANIVERSARY TIMELINE | $5,000 | ||
| READING PUBLIC LIBRARY | |||||||||
| 100 SOUTH 5TH STREET | READING | PA | 19602 | NONE | PUBLIC CHAR | NORTHEAST BRANCH RENOVATION | $3,000 | ||
| WYOMISSING FOUNDATION | |||||||||
| 960 OLD MILL ROAD | WYOMISSING | PA | 19610 | NONE | PUBLIC CHAR | CAPITAL CAMPAIGN REVIEW BOARD | $2,000 | ||
| WYOMISSING PUBLIC LIBRARY | |||||||||
| 9 READING BLVD | WYOMISSING | PA | 19610 | NONE | PUBLIC CHAR | PUBLISH EDUCATIONAL BOOK | $3,000 | ||
| BIG BROTHERSBIG SISTERS | |||||||||
| 303 WINDSOR STREET | READING | PA | 19601 | NONE | PUBLIC CHAR | CAPITAL CAMPAIGN | $20,000 | ||
| YOCUM INSTITUTE OF THE ARTS | |||||||||
| 1100 BELMONT AVENUE | READING | PA | 19610 | NONE | PUBLIC CHAR | CAPITAL CAMPAIGN | $50,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $573,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,931 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $128,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $406,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $406,797 | 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 | $1,816,322 | $1,816,322 |
| VANGUARD INTERMEDIATE TERM INCOME GR | FMV | $689,477 | $689,477 |
| VANGUARD SHORT TERM INVESTMENT GRADE | FMV | $875,993 | $875,993 |
| VANGUARD TOTAL STOCK MARKET INDEX FD | FMV | $6,590,804 | $6,590,804 |
| VANGUARD TOTAL INTERNATIONAL STOCK | FMV | $2,665,868 | $2,665,868 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $13,500 | LegalFeesAmt |
| Net Investment Income | $6,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN NET UNREALIZED GAIN ON BOOKS | Desc |
| Amt | $1,515,508 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $25,628 | Amt |
| Net Investment Income | $12,814 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,814 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |