2016-01-15T01:21:38-00:00 2015-06-30 Roswick & Company LLC 110 Love Road Suite H Reading PA 19607 990 2014-07-01 232769892 Berks County Community Foundation Inc BERK 6106852223 237 Court Street Reading PA 19601 Kevin Murphy President 2016-01-15 true Megan L Roswick 6105750277 2016-01-15 X 2014 2016-04-25 22:37:26Z Kevin K Murphy 237 Court Street Reading PA 19601 20472205 false X www.bccf.org X 1994 PA To promote philanthropy and improve the quality of life for residents of Berks County 14 13 10 211 0 2101109 3419700 1010 4013024 3375117 109261 33234 6223394 6829061 2416276 2797013 0 676559 732838 0 432075 1194119 1123073 4286954 4652924 1936440 2176137 61536683 62106881 4243347 4265920 57293336 57840961 To promote philanthropy and improve the quality of life for residents of Berks County false false 3696161 2797013 38638 Berks County Community Foundation helps people find the best way to make charitable gifts to support the community. The Community Foundation manages over 300 different funds, each established with a specific purpose determined by the orginal 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. 3696161 true true true true false true false false false true true true false false true true false true false false false false false false true false false true true true false false false false false false false false true false false false true true false false false true 22 0 10 true false true CJ false false false true true false false false false false false false X 14 13 false false false false false false false true true false false true true true true true true true true false PA X X X The Organization 6106852223 237 Court Street Reading PA 19601 Kevin K Murphy President CEO 037.50 X X 168119 0 17299 J William Widing III Board Chair 001.00 X X 0 0 0 Latisha Bernard Schuenemann Asst Treasurer 001.00 X X 0 0 0 James S Boscov Director 001.00 X 0 0 0 Eric Burkey Director 001.00 X 0 0 0 P Michael Ehlerman Director 001.00 X 0 0 0 Steve Fritz Director 001.00 X 0 0 0 Charles Haddad Esq Director 001.00 X 0 0 0 Kathleen D Herbein Director 001.00 X 0 0 0 Elaine McDevitt Director 001.00 X 0 0 0 P Sue Perrotty Director 001.00 X 0 0 0 Chris Pruitt Director 001.00 X 0 0 0 Ramona Turpin Director 001.00 X 0 0 0 Al Weber Director 001.00 X 0 0 0 Frances A Aitken Treasurer VP Finance Operations 037.50 X 118858 0 9413 Jay R Wagner Secretary 001.00 X 0 0 0 286977 26712 2 false true false 22995 3396705 1460633 3419700 Management Fee income 900099 1010 1010 1010 1278390 1278390 29225 29225 29225 29225 15696130 13599403 2096727 2096727 2096727 39347 53393 43741 -4394 -4394 Other income 900099 8403 8403 8403 6829061 38638 3370723 1921793 1921793 875220 875220 0 0 352058 82973 128262 140823 0 329567 202434 88450 38683 7593 4664 2038 891 16997 10440 4562 1995 26623 16352 7145 3126 0 36542 36542 16207 16207 0 144355 144355 160099 142983 17116 37779 19774 9003 9002 27508 7857 11838 7813 100206 40096 30055 30055 0 117047 69607 23725 23715 9863 6449 1707 1707 0 76282 43208 16537 16537 55158 18386 18386 18386 0 206325 57771 90783 57771 51526 6595 6595 38336 Dues Subscriptions 20547 8237 6132 6178 Conference center expenses 2333 2333 Bank fees 4324 2685 1639 Special events 56972 11949 7966 37057 0 4652924 3696161 524688 432075 202816 283936 1576311 1752332 747004 1385454 17990 3215 1753071 1586579 7567 1002 6653677 1129325 5728218 5524352 46521424 46222001 4982282 5348010 61536683 62106881 133808 143179 1368439 1586811 1847427 1773538 893673 762392 4243347 4265920 X 56578159 57113407 715177 727554 57293336 57840961 61536683 62106881 X 2176137 -1612756 -15756 X false true X true false X 2052296 1412883 2744095 2101109 2827122 11137505 2052296 1412883 2744095 2101109 2827122 11137505 673286 10464219 784605 1005130 1624646 1882381 1278390 6575152 17712657 317723 0.59080 0.60470 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 993 993 993 3695168 3696161 334808 83702 340162 314895 318672 334808 1308537 1962806 1680 1743 622 993 5038 85041 78724 79668 83792 327225 490838 I-A 1 Direct lobbying expenditures centered around preserving the charitable deduction. 46 294 953794 2465906 437947 2359065 7380795 50460066 true true false 51503706 1768675 1538832 2511591 729616 51570006 45991182 1330384 7609553 2738930 688483 51503706 42263390 1827504 5352545 2863440 588817 45991182 35451135 10427119 -300875 2590797 723192 42263390 31687642 1380674 6292913 3308633 601461 35451135 1.00000 false false 232154 232154 6105225 900272 5204953 129600 97773 31827 186698 131280 55418 5524352 4959545 F Financial derivatives and other financial products 4959545 F Closely-held equity interests Limited Investment Partnerships 388465 F 5348010 Federal income taxes Annuity Payment Liability 410776 Funds held as agency endowment 350131 Security deposits 1485 762392 X 5078300 -1612756 57355 -1555401 6633701 144355 51005 195360 6829061 4553130 55803 55803 4497327 144355 11242 155597 4652924 V 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. X 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 recognizes interest and penalties, if any, related to the unrecognized tax benefits in tax expense. XI 2d Supporting Organization income shown on separate 990 for BCCF Properties II 13,614 Direct Special Event expenses 43,741 XI 4b Contributions, investment income and gains agency endowment 27,000 Contribution from supporting organization BCCF Properties II 22,995 Management fee income from supporting organization BCCF Properties 1,010 XII 2d Supporting Organization expenses shown on separate form 990EZ BCCF Properties II 12,062 Direct Special Event expenses 43,741 XII 4b Grant expense on agency endowment funds 11,242 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 Utilities Commission PUC. A portion of the proceeds from this settlement were used to establish this fund. The Foundation does not believe the fund meets the criteria of a donor advised fund. The fund is governed by PUC-approved bylaws that require an advisory board of no fewer than seven and no more than nine members, which must include one member from each of the seven groups with interests and expertise in sustainable energy, including one representative of First Energy. The remaining positions may be filled with representatives of Pennsylvania ratepayers and stakeholders interested in Pennsylvanias electric industry. Nomination and election procedures are pursuant to order of the PUC and may be amended only by further order of the PUC. Pursuant to these procedures, the Foundation controls selection of members, within the parameters approved by the PUC. It is the Foundations understanding that First Energys one position on the seven to nine member board is a result of the PUC-approved settlement and is based on industry expertise, as is the case with all other advisory boards. Royals Jersey/Golf 64268 39163 25105 17000 6480 Tulpehocken Golf 4897 2280 2617 6371 3317 1 23575 11950 11625 9109 1464 92740 53393 39347 17000 21960 4781 43741 -4394 true Animal Rescue League of Berks County Inc PO Box 69 Mohnton PA 19540 231417505 501c3 6100 Annual Distribution Albright College PO Box 15234 Reading PA 196125234 231352615 501c3 20000 East Asia Partnership Expansion Expl. Autism Society of Berks County PO Box 6683 Wyomissing PA 19610 233070067 501c3 7515 General Support Berks Catholic High School 955 East Wyomissing Blvd Reading PA 19611 320336345 501c3 8000 General Support Berks Community Health Center 838 Penn Street Reading PA 19602 273795179 501c3 50000 start-up costs of access point at Oakbrook Homes Berks Counseling Center 645 Penn Street 2nd Fl Reading PA 196013543 232043478 501c3 10000 Diabetes Prev. Self-Management Berks County Chapter of Penn State Alumni Association PO Box 7009 Wyomissing PA 19610 232282441 501c3 10170 General Support Berks County Conservancy 25 North 11th Street Reading PA 19601 231966295 501c3 35000 Capital campaign and LEED Cert Berks County Convention Center Authority 700 Penn Street Reading PA 19602 232941259 gov 10000 RHS 2015 graduation Berks Encore 40 North Ninth Street Reading PA 19601 231656050 501c3 20200 Reading Center Elevator Berks Opera Workshop PO Box 251 Reading PA 19603 263688025 501c3 10000 Production of Faust in Hamburg Berks Visiting Nurse Association 1170 Berkshire Boulevard Wyomissing PA 19610 231466250 501c3 7000 Immunizatons in GM School District Bethany Children's Home 1863 Bethany Road Womelsdorf PA 195679726 231365188 501c3 10000 Energy Audit Borough Council Borough of Shillington PO Box 247 Shillington PA 19607 236002944 gov 10000 Annual Distribution Boyertown Community Center Inc 209 North Monroe Street Boyertown PA 19512 236272198 501c3 7800 Annual Distribution Breast Cancer Support Services of Berks County 529 Reading Avenue Suite C Reading PA 19611 232762595 501c3 13648 General Support Building a Better Boyertown 3 E Philadelphia Avenue Boyertown PA 19512 043724833 501c3 10256 Wayfinding Plan - Walkability Program Calvary United Methodist Church 831 North Wyomissing Blvd Wyomissing PA 196101763 236259703 501c3 12000 General Support Centre Park Historic District 705 North 5th Street Reading PA 19601 232588648 501c3 6000 HVAC System City of Reading 815 Washington Street Reading PA 19601 236001907 Gov 10000 Complete Streets Policy Workshop City of Reading Police Department 815 Washington Street Reading PA 19601 236001907 Gov 10982 K9 corps Co-County Wellness Services PO Box 8626 Reading PA 196038626 232657264 501c3 120379 Teen pregnancy in Berks County Colebrookdale Railroad Preservation Trust 43 South Chestnut St Boyertown PA 19512 454265442 501c3 20000 Operations Sustainabiity Program Easter Seals Eastern PA - Berks Div 90 George Street Reading PA 19605 232823542 501c3 11550 Renovations to building Foundation for the Reading Public Museum 500 Museum Road Reading PA 19611 232563964 501c3 26100 Annual Distribution, DaVinci Soc., exhibit Friends of Yemin Orde 4340 East West Hwy Ste 202 Bethesda MD 208144488 223090463 501c3 15000 General Support Greater Berks Food Bank 117 Morgan Drive Sinking Spring PA 19608 222456238 501c3 72050 capital campaign IHartHarvest Inc 1892 Moselem Springs Road Hamburg PA 19526 453537296 501c3 10000 Potato Project Jewish Federation of Reading 1100 Berkshire Blvd Ste 125 Wyomissing PA 19610 231728784 501c3 26400 Community Fund, general supp Kutztown University Foundation PO Box 151 Kutztown PA 19530 232256893 501c3 49281 LED Lighting KUSBDC Mary's Shelter 736 Upland Avenue Reading PA 19607 232722494 501c3 10000 Educ. Employ. Initiative, general Mifflin Community Library 6 Philadelphia Avenue Shillington PA 19607 232980611 501c3 15445 Annual Distrib. Comp upgrade Oley Valley Community Education Foundation PO Box 331 Oley PA 19547 232867151 501c3 5600 Annual Distribution Olivet Boys and Girls Club of Reading & Berks 1161 Pershing Boulevard Reading PA 19611 231365380 501c3 10000 General Support O'Pake Institute for Ethics Leadership and Public Service 400 St Bernardine Street Reading PA 19607 231522643 501c3 45000 produce publications Opportunity House PO Box 12303 Reading PA 196122303 232543677 501c3 50000 Resale Reuse Program Reading Company Technical & Historical Society PO Box 15143 Reading PA 19612 232316896 501c3 18850 RCTHS in Hamburg to launch the RAiL Project Reading Downtown Improvement District Authority PO Box 1555 Reading PA 19603 232798872 gov 338850 vairous events development Reading Health System PO Box 16053 Reading PA 196126053 232201344 501c3 27750 Bickel Quality ImprovementBickel Memorial Award Reading Recreation Commission 320 South 3rd Street Reading PA 19602 383860043 501c3 21000 Girls Leadership, tennis club ReDesign Reading CDC 613 Franklin St Reading PA 19602 464776310 501c3 68700 Revitalizationgeneralreading 120 Reform Congregation Oheb Sholom 555 Warwick Drive Wyomissing PA 196101825 231664967 501c3 17500 General Support South Mountain YMCA PO Box 147 Wernersville PA 19565 232239399 501c3 90800 generalcapital campaign Spanish American Civic Association 453 South Lime Street Ste A Lancaster PA 17602 237319993 501c3 21700 Expansion of Bilingual Public Educational Broadcasting to Reading St Margaret's R C Church 925 Centre Avenue Reading PA 196012105 231352463 501c3 45000 church maintenance The New Journey Community Outreach Inc 138 South 6th Street Reading PA 19602 463623955 501c3 5200 Energy Audit The Village Square Inc 4747 Troost Avenue Room 211 Kansas City MO 64110 436003859 501c3 10000 forum development United Way of Berks County PO Box 702 Reading PA 196030702 231655375 501c3 27540 Generalcapital campaign United Way of Boyertown Area 39B E Philadelphia Ave Boyertown PA 195120213 236395495 501c3 10644 General Support United Way of Collier County Suite 204 Naples FL 34109 591026096 501c3 12500 General Support YMCA of Reading & Berks County 631 Washington St Reading PA 19603 231244009 501c3 10500 Y-Haven 51 School Scholarships 313 739480 Tennis lessons 31 21042 Camp scholarships 9 5795 Funeral expenses 5 1950 Respite care 3 4946 Support for extraordinary needs 46 24789 Suport for special needs children 5 77218 Book Handicapped van, van lift ramps Part 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 to submit the report by the specified date results in a loss of consideration for future grants. X true true X X X X X X false false false false false false false false false Kevin K Murphy President CEO 163119 5000 4718 12581 185418 Part I Line 1a A portion of social club dues is reimbursed due to networking and meetings with local key leaders in the community. X 8 1460633 FMV false true false Form 990, Part VI, Line 11b The Foundations Audit Committees 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. Form 990, Part 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 Committees roles is to annually review the conflict of interest forms submitted and make any necessary disclosures if a conflict is noted. Form 990, Part 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 form 990s 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. Form 990, Part VI, Line 19 The Foundation has an open book policy of disclosure of information to the public. All board members, committee members and staff are aware of the Foundations 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 Foundations Governance Committee and, if necessary, disclosure of any noted conflict is made to the board, committee, staff and disclosed in the Foundations audited financial statements. Governing documents are made available to anyone 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 Foundations website. Form 1023 is available upon request. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Agency Funds 15,756 222 Kenhorst Boulevard Realty LLC 237 Court Street Reading PA 19601 463037845 Hold and manage real estate PA Berks Cnty Comm Foundation 222 Kenhorst Boulevard Holding LLC 237 Court Street Reading PA 19601 463041997 Hold and manage real estate PA Berks Cnty Comm Foundation Berks County Comm Fdn Properties 237 Court Street Reading PA 19601 233024618 To accept gifts of real property PA 501c3 509A3 Type I N/A false Berks County Comm Fdn Properties II 237 Court Street Reading PA 19601 431985063 To accept gifts of real property PA 501c3 509A3 Type I N/A false Boyertown Area Community Trust 237 Court Street Reading PA 19601 232287828 Accept gifts for charitable purposes PA 501c3 509A3 Type I N/A false Community General Hospital Foundation 237 Court Street Reading PA 19601 236783277 Accept gifts for charitable purposes PA 501c3 509A3 Type I N/A false South Mountain Camps Foundation 237 Court Street Reading PA 19601 264511865 Accept gifts for charitable purposes PA 501c3 509A3 Type I N/A false false false true false false false false false false false false true false false false false false false false