BERKS COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BERKS COUNTY COMMUNITY FOUNDATION INC (EIN 23-2769892)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201100469349301670
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T14:00:23-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM G KOCH & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 WESTVIEW DRIVE | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 196101187 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232769892 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKS COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERK | NameControl |
| Phone | 6106852223 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 COURT STREET | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN K MURPHY | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 6106852223 | Phone |
| Date Signed | 2011-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William G Koch Jr CPA | Name |
| Phone | 6106789700 | Phone |
| Date Prepared | 2011-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN K MURPHY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 Court Street | AddressLine1 |
| City | Reading | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 42316227 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BCCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | To promote philanthropy and improve the quality of life for residents of Berks County. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 162 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5095296 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1275811 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -980335 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1512006 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 46186 | OtherRevenuePriorYear |
| Other Revenue Current Year | 161460 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4161147 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2949277 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2100525 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3071375 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 637351 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 612532 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 343715 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 637233 | OtherExpensePriorYear |
| Other Expenses Current Year | 820815 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3375109 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4504722 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 786038 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1555445 | RevenuesLessExpensesCY |
| Total Assets BOY | 39929908 | TotalAssetsBOY |
| Total Assets EOY | 42182981 | TotalAssetsEOY |
| Total Liabilities BOY | 5581612 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6844065 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34348296 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35338916 | NetAssetsOrFundBalancesEOY |
| Mission Description | To promote philanthropy and improve the quality of life for residents of Berks County. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3726437 | Expense |
| Grants | 3071375 | Grants |
| Revenue | 101210 | Revenue |
| Description | Berks County Community Foundation helps people find the best way to make charitable gifts to support their community. The Community Foundation manages more than 369 different funds, each established with a specific purpose determined by the original donor. Some donors have decided it is best to leave the use of funds to the discretion of the Community Foundation Board. In this way, the Community Foundation can remain flexible and responsive to community needs. | Description |
| Total Program Service Expense | 3726437 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6106852223 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 COURT STREET | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KEVIN K MURPHY | ||||||
| PRESIDENT & CEO | 37.50 | X | X | 119729 | 0 | 3930 |
| Daniel B Boyer III | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| JONI S NAUGLE | ||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| THE HONORABLE MARY ANN CAMPBELL | ||||||
| DIrector | 1.00 | X | 0 | 0 | 0 | |
| P SUE PERROTTY TERM STARTED 5109 | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MARY ANN CHELIUS SMITH | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| NELSON A DE LEON | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| J WILLIAM WIDING III | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| JOHN DEVER | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| P MICHAEL EHLERMAN | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN D HERBEIN | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| GERARD G JOHNSON | ||||||
| ASST. TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| THOMAS LEIDY | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| SAMUEL A MCCULLOUGH | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| FRANCES AITKEN | ||||||
| TREASURER & VP FINANCE & A | 37.50 | X | 94396 | 0 | 3494 | |
| JAY R WAGNER | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 214125 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7424 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 98722 | GovernmentGrants |
| All Other Contributions | 1177089 | AllOtherContributions |
| Noncash Contributions | 256803 | NoncashContributions |
| Total Contributions | 1275811 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 771086 | TotalRevenueColumn |
| Exclusion | $771,086 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39951835 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39210915 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 740920 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 740920 | TotalRevenueColumn |
| Exclusion | $740,920 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 257245 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 156035 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101210 | TotalRevenueColumn |
| Exclusion | $101,210 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 60250 | TotalRevenueColumn |
| Related Or Exempt Function Income | 60250 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 60250 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2949277 | TotalRevenueColumn |
| Related Or Exempt Function Income | 60250 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,613,216 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2572439 | Total |
| Program Services | 2572439 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498936 | Total |
| Program Services | 498936 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256527 | Total |
| Program Services | 60405 | ProgramServices |
| Management And General | 93511 | ManagementAndGeneral |
| Fundraising | 102611 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293671 | Total |
| Program Services | 159244 | ProgramServices |
| Management And General | 90563 | ManagementAndGeneral |
| Fundraising | 43864 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6926 | Total |
| Program Services | 4235 | ProgramServices |
| Management And General | 1905 | ManagementAndGeneral |
| Fundraising | 786 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15040 | Total |
| Program Services | 7675 | ProgramServices |
| Management And General | 4870 | ManagementAndGeneral |
| Fundraising | 2495 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40368 | Total |
| Program Services | 16337 | ProgramServices |
| Management And General | 13465 | ManagementAndGeneral |
| Fundraising | 10566 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750 | Total |
| Program Services | 750 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25398 | Total |
| Program Services | 11020 | ProgramServices |
| Management And General | 14378 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20953 | Total |
| Program Services | 2010 | ProgramServices |
| Management And General | 18943 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150957 | Total |
| Program Services | 150957 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70957 | Total |
| Program Services | 41205 | ProgramServices |
| Management And General | 15486 | ManagementAndGeneral |
| Fundraising | 14266 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37824 | Total |
| Program Services | 12608 | ProgramServices |
| Management And General | 12608 | ManagementAndGeneral |
| Fundraising | 12608 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22214 | Total |
| Program Services | 6161 | ProgramServices |
| Management And General | 9694 | ManagementAndGeneral |
| Fundraising | 6359 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42062 | Total |
| Program Services | 14048 | ProgramServices |
| Management And General | 14007 | ManagementAndGeneral |
| Fundraising | 14007 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115295 | Total |
| Program Services | 38431 | ProgramServices |
| Management And General | 38432 | ManagementAndGeneral |
| Fundraising | 38432 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92367 | Total |
| Program Services | 56488 | ProgramServices |
| Management And General | 17944 | ManagementAndGeneral |
| Fundraising | 17935 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5823 | Total |
| Program Services | 3397 | ProgramServices |
| Management And General | 1213 | ManagementAndGeneral |
| Fundraising | 1213 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33686 | Total |
| Program Services | 13362 | ProgramServices |
| Management And General | 10162 | ManagementAndGeneral |
| Fundraising | 10162 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147090 | Total |
| Program Services | 41185 | ProgramServices |
| Management And General | 64720 | ManagementAndGeneral |
| Fundraising | 41185 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29494 | Total |
| Program Services | 3607 | ProgramServices |
| Management And General | 3596 | ManagementAndGeneral |
| Fundraising | 22291 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 15600 | 5730 | 4935 | 4935 |
| SPECIAL EVENTS (NON-FUN | 10345 | 6207 | 4138 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4504722 | Total |
| Program Services | 3726437 | ProgramServices |
| Management And General | 434570 | ManagementAndGeneral |
| Fundraising | 343715 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3479 | BOY |
| EOY | 61497 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2942866 | BOY |
| EOY | 1768172 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1323345 | BOY |
| EOY | 857840 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28993 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16213 | BOY |
| EOY | 2500 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6280999 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 187905 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244630 | BOY |
| EOY | 6093094 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25388252 | BOY |
| EOY | 28362680 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4103400 | BOY |
| EOY | 3324962 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5878730 | BOY |
| EOY | 1712236 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39929908 | BOY |
| EOY | 42182981 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 900712 | BOY |
| EOY | 73703 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1896261 | BOY |
| EOY | 2818887 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1763250 | BOY |
| EOY | 2975555 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1021389 | BOY |
| EOY | 975920 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5581612 | BOY |
| EOY | 6844065 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34156215 | BOY |
| EOY | 35247555 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192081 | BOY |
| EOY | 91361 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34348296 | BOY |
| EOY | 35338916 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39929908 | BOY |
| EOY | 42182981 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1450517 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3109041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2553950 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2980943 | CurrentTaxYearMinus1Year |
| Current Tax Year | 926337 | CurrentTaxYear |
| Total | 11020788 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1450517 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3109041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2553950 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2980943 | CurrentTaxYearMinus1Year |
| Current Tax Year | 926337 | CurrentTaxYear |
| Total | 11020788 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1491957 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9528831 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 994285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1080690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1178791 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1401205 | CurrentTaxYearMinus1Year |
| Current Tax Year | 920152 | CurrentTaxYear |
| Total | 5575123 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 16595911 | TotalSupport |
| Gross Receipts From Admissions Etc | 17573 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.57420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.62020 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 1051 | PoliticalExpenditures |
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $1,051 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 1051 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part IV, Supplemental Information: | Identifier |
| Explanation | Generally direct lobbying around three issues: a. Issues affecting community foundations, much of which is "self defense" b. Lobbying on behalf of municipal reforms in PA c. Lobbying county government for appropriations to various program areas (not through the Foundation). | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 58 | NumberDAFsHeld |
| Number Funds Held | 337 | NumberFundsHeld |
| Donor Advised Contributions | 315432 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 4128326 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 1388156 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 1994843 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 6160127 | AggregateDAFValue |
| Aggregate Fund Value | 30593469 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29491651 | BeginningOfYearBalance |
| Contributions | 1013309 | Contributions |
| Investment Earnings Or Losses | 3943812 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2528497 | GrantsOrScholarships |
| Administrative Expenses | 232633 | AdministrativeExpenses |
| End Of Year Balance | 31687642 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36361264 | BeginningOfYearBalance |
| Contributions | 2864793 | Contributions |
| Investment Earnings Or Losses | -6525262 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2715936 | GrantsOrScholarships |
| Administrative Expenses | 493208 | AdministrativeExpenses |
| End Of Year Balance | 29491651 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 232154 | OtherCostOrOtherBasis |
| Book Value | 232154 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5889569 | OtherCostOrOtherBasis |
| Depreciation | 125845 | Depreciation |
| Book Value | 5763724 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52261 | OtherCostOrOtherBasis |
| Depreciation | 29425 | Depreciation |
| Book Value | 22836 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107015 | OtherCostOrOtherBasis |
| Depreciation | 32635 | Depreciation |
| Book Value | 74380 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6093094 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 3100126 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED INVESTMENT PARTNERSHIPS | 174836 | F |
| eCap | 50000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3324962 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYMENT LIABILITY | $681,033 |
| FUNDS HELD AS AGENCY ENDOWMENT | $294,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 975920 | TotalOfAmounts |
| Total Revenue | 2949277 | TotalRevenue |
| Total Expenses | 4504722 | TotalExpenses |
| Excess Or Deficit For Year | -1555445 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2594873 | NetUnrealizedGLOnInvestments |
| Other | -$48,808 | OtherAmount |
| Total Adjustments | 2546065 | TotalAdjustments |
| Excess Or Deficit Per FS | 990620 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8510370 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2594872 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1740 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 3072173 | OtherRevenues |
| Revenue Not Rptd F990 | 5668785 | RevenueNotRptdF990 |
| Revenue Subtotal | 2841585 | RevenueSubtotal |
| Investment Expenses Not Included | 206542 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -98850 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 107692 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2949277 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4725617 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1740 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 434073 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 435813 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4289804 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 206542 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 8376 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 214918 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4504722 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | 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 Statement No. 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 related matters such as derecognition, interest, penalties and disclosures required. The Foundation recognizeds interest and penalties, if any, related to unrecognized tax benefits in tax expense. |
| Part XI, Line 8 - Other Adjustments: | Change in agency endowment: -48808. | |
| Part XII, Line 2d - Other Adjustments: | Quier Fund - supporting organization: 3072173. | |
| Part XII, Line 4b - Other Adjustments: | CONTRIBUTIONS, INVESTMENT INCOME & GAINS ON AGENCY ENDOWMENT FUNDS: 57185. SPECIAL EVENTS DIRECT EXPENSES: -156035. | |
| Part XIII, Line 2d - Other Adjustments: | BERKS CO COMMUNITY FDN PROPERTIES INC - GRANT AND OTHER EXPENSES: 40. Special events direct expenses: 156035. Quier Fund - supporting organization: 277998. | |
| Part XIII, Line 4b - Other Adjustments: | GRANT EXPENSE OF ORGANIZATIONS WITH FUNDS HELD AS AGENCY: 8376. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Royals Jersey Auction | NameOfEvent1 |
| Gross Receipts Event1 | 50727 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 50727 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 33108 | NonCashPrizesEvent1 |
| Name Of Event2 | GILMORE/HENNE ALL STAR WEEKEND | NameOfEvent2 |
| Gross Receipts Event2 | 185523 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 185523 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 10635 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 101406 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 20995 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 20995 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 1616 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 8759 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 511 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 257245 | GrossReceiptsTotal |
| Gross Revenue Total Events | 257245 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 34724 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 19394 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 101917 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 156035 | DirectExpenseSummaryEvents |
| Net Income Summary | 101210 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (74 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BERKS BUSINESS EDUCATION COALITION | ||||||||
| 960 OLD MILL ROAD | WYomissing | PA | 19610 | 232671825 | 501c3 | 20000 | BBEC OPERATIONS | |
| Berks Community Television | ||||||||
| 645 Penn Street | Reading | PA | 19601 | 232016837 | 501c3 | 60000 | Community Information Hub | |
| BERKS COMMUNITY Television | ||||||||
| 645 Penn Street | Reading | PA | 19601 | 232016837 | 501c3 | 252500 | CHALLENGE GRANT TO CREATE A WEB-BASED COMMUNITY INFORMATION HUB | |
| BERKS COMmunity Television | ||||||||
| 645 Penn Street | Reading | PA | 19601 | 232016837 | 501c3 | 60000 | TO CREATE A WEB-BASED COMMUNITY INFORMATION HUB | |
| Berks County Conservancy | ||||||||
| 25 North 11th Street | Reading | PA | 19601 | 231966295 | 501c3 | 15000 | STATE OF THE ENVIRONMENT IN BERKS | |
| BERKS COUnty Conservancy | ||||||||
| 25 North 11th Street | REAding | PA | 19601 | 231966295 | 501c3 | 17000 | TO SUPPORT POSITION CREATED IN 2002 FOR PERIOD 7/1/2009-12/31/09 | |
| BERKS COUNTY Conservancy | ||||||||
| 25 North 11th Street | READing | PA | 19601 | 231966295 | 501c3 | 16000 | TO SUPPORT POSITION CREATED IN 2002 FOR PERIOD 1/1/2010-6/30/10 | |
| Borough Council Borough of Shillington | ||||||||
| PO Box 247 | Shillington | PA | 19607 | 236002944 | Gov | 10000 | ANNUAL DISTRIBUTION | |
| Boyertown Area YMCA | ||||||||
| 301 W Spring Street | Boyertown | PA | 19512 | 232510418 | 501c3 | 20000 | BOYERTOWN COMMUNITY POOL - SPLASH PAD | |
| Boyertown Area YMCA | ||||||||
| 301 W Spring Street | Boyertown | PA | 19512 | 232510418 | 501c3 | 10000 | GENERAL SUPPORT | |
| BOYERTOWN AREA MULTI-SERVICE INC | ||||||||
| 200 WEST SPRING STREET | Boyertown | PA | 19512 | 237289405 | 501c3 | 10000 | TO SUPPORT GRANTS TO INDIVIDUALS FOR FOOD, SHELTER, RENT, MORTGAGE AND/OR HEALTH | |
| Breast Cancer Support Services of Berks County | ||||||||
| 529 Reading Avenue Suite C | Reading | PA | 19611 | 232762595 | 501c3 | 17500 | GENERAL SUPPORT | |
| Building a Better Boyertown | ||||||||
| 3 EAST PHILADELPHIA AVENUE | Boyertown | PA | 19512 | 043724833 | 501c3 | 20000 | BOYERTOWN CROSS ROADS | |
| CARON TREATMENT CENTERS | ||||||||
| PO BOX 150 | WErnersville | PA | 19565 | 236050680 | 501c3 | 5000 | A SPECIAL PLACE...A SPECIAL TIME CAMPAIGN | |
| CHABAD-LUBAVITCH OF BERKS COUNTY | ||||||||
| 2310 HAMPDEN BLVD | READing | PA | 19604 | 205494687 | 501c3 | 5000 | GENERAL SUPPORT | |
| Children's Home of Reading | ||||||||
| 1010 Centre Ave | Reading | PA | 19601 | 231352080 | 501c3 | 27900 | GENERAL SUPPORT | |
| City of Reading | ||||||||
| 815 Washington Street | Reading | PA | 19601 | 236001907 | Gov | 25000 | SELUX TO DESIGN AND INSTALL SOLAR LIGHTING FOR PARK AT 2ND & OLEY | |
| CITY OF READING POLICE DEPARTMENT | ||||||||
| 815 Washington Street | Reading | PA | 19601 | 236001907 | Gov | 51504 | REIMBURSEMENT OF EXPENSES | |
| City of Reading Recreation Department | ||||||||
| FINANCE DEPARTMENT 815 Washington | Reading | PA | 19601 | 236001907 | Gov | 6225 | 2009-2010 WINTER TENNIS PROGRAM (INDIVIDUALS SELECTED/AS SCHOLARSHIP SUPPORT) | Street |
| CITY OF READING Recreation Department | ||||||||
| FINANCE DEPARTMENT 815 Washington | REading | PA | 19601 | 236001907 | GOV | 8000 | 2010 SUMMER TENNIS PROGRAM | Street |
| COUNTY OF BERKS | ||||||||
| 633 COURT STREET | READING | PA | 19601 | 236003049 | 501c3 | 10594 | TO PURCHASE ROSETTA STONE SPANISH | |
| COUNTY OF BERKS | ||||||||
| 633 COURT STREET | Reading | PA | 19601 | 236003049 | 501c3 | 10805 | TO PURCHASE CAREY GUIDES | |
| DREXEL UNIVERSITY SCHOOL OF PUBLIC HEALTH | ||||||||
| MAIL STOP 660 245 N 15TH STREET | Philadelphia | PA | 19102 | 231352630 | 501c3 | 29756 | BUSINESS PLAN TO ESTABLISH COUNTYWIDE DEPARTMENT OF PUBLIC HEALTH AND AN ACCESS PROJECT | |
| DREXEL UNIVERSITY SCHOOL OF PUBLIC HEALTH | ||||||||
| MAIL STOP 660 245 N 15TH STREET | Philadelphia | PA | 19102 | 231352630 | 501c3 | 30700 | ASSESSMENT OF NEED FOR FEDERALLY QUALIFIED HEALTH CENTER IN BERKS COUNTY | |
| Foundation for the Reading Public Museum | ||||||||
| 500 Museum Road | WEST READING | PA | 19611 | 232563964 | 501c3 | 5000 | DA VINCI SOCIETY | |
| Foundation for the Reading Public Museum | ||||||||
| 500 Museum Road | WEST READING | PA | 19611 | 232563964 | 501c3 | 10600 | ANNUAL DISTRIBUTION | |
| Foundation for the Reading Public Museum | ||||||||
| 500 Museum Road | WEST READING | PA | 19611 | 232563964 | 501c3 | 34800 | GENERAL SUPPORT | |
| Friends of Yemin Orde | ||||||||
| 4501 Connecticut Ave NW Ste 813 | Washington | DC | 20008 | 223090463 | 501c3 | 15000 | GENERAL SUPPORT | |
| GOODWILL KEYSTONE AREA | ||||||||
| 310 North Wyomissing Ave | SHillington | PA | 19607 | 231732765 | 501c3 | 5000 | GOOD GUIDES YOUTH MENTORING PROGRAM | |
| COMMONWEALTH OF PA | ||||||||
| 2035 NORTH FRONT STREET | HARRISBURG | PA | 17102 | 237400001 | GOV | 9660 | LANDSCAPE ARCHITECTURAL SERVICES 8/1/09-8/31/09 | |
| COMMONWEALTH OF PA | ||||||||
| 2035 NORTH FRONT STREET | HARRISBURG | PA | 17102 | 237400001 | GOV | 6340 | LANDSCAPE ARCHITECTURAL SERVICES 9/1/09-9/30/09 | |
| COMMONWEALTH OF PA | ||||||||
| 2035 NORTH FRONT STREET | HARRISBURG | PA | 17102 | 237400001 | GOV | 10000 | MANAGEMENT & OVERSIGHT OF EFFORTS TO RAISE FUNDS FOR RESIDENCE ANNENBERG PROJECT | |
| HOLy Name - SATSFAF Fund | ||||||||
| 955 E Wyomissing Blvd | WYomissing | PA | 19611 | 231639429 | 501c3 | 5000 | GENERAL SUPPORT | |
| HUMANE SOCIETY OF BERKS COUNTY INC | ||||||||
| PO BOX 13662 1801 N 11TH STREET | READING | PA | 19612 | 231384936 | 501c3 | 27900 | GENERAL SUPPORT | |
| JEWISH CULTURAL CENTER | ||||||||
| 1100 BERKSHIRE BLVD STE 125 PO BOX | WYOMISSing | PA | 19610 | 231728784 | 501c3 | 15000 | FOR JEWISH FAMILY SERVICES | 14925 |
| JEWISH FEderation of Reading | ||||||||
| 1100 BERKSHIRE BLVD STE 125 PO BOX | WYOMISSINg | PA | 19610 | 231728784 | 501c3 | 5000 | GENERAL SUPPORT | 14925 |
| Jewish Federation of Reading | ||||||||
| 1100 BERKSHIRE BLVD STE 125 PO BOX | WYOmissing | PA | 19610 | 231728784 | 501c3 | 7486 | GENERAL SUPPORT; ISRAEL NOW CAMPAIGN; JEWISH CC; IMO G. SKAIST | 14925 |
| KESher Zion Synagogue | ||||||||
| 1245 Perkiomen Avenue | Reading | PA | 19602 | 231365246 | 501c3 | 5000 | FOR THE KEISER ZION CEMETERY FUND | |
| KUTZTOWN UNIVERSITY | ||||||||
| PO BOX 730 | KUTZTOWN | PA | 19530 | 232256893 | 501c3 | 7500 | KU'S SMALL BUSINESS DEVELOPMENT CENTER INTERNSHIP PROGRAM | |
| MIFFLIN COMMUNITY LIbrary | ||||||||
| 6 Philadelphia Avenue | Shillington | PA | 19607 | 232980611 | 501c3 | 10000 | ANNUAL DISTRIBUTION | |
| OPPortunity House | ||||||||
| PO BOX 12303 | REading | PA | 19612 | 232543677 | 501c3 | 25000 | EXPANSION OF THE SECOND STREET LEARING CENTER - LEED CERTIFICATION | |
| PENN STATE BERKS | ||||||||
| PO BOX 7009 TULPEHOCKEN ROAD | REading | PA | 19610 | 246000376 | 501c3 | 5000 | THOMAS P. HANDWERK RENAISSANCE FUND | |
| READING MUSICAL FOUNDATION | ||||||||
| PO BOX 14835 201 WASHINGTON STREET | READING | PA | 19612 | 231472487 | 501c3 | 13900 | GENERAL SUPPORT | |
| REFORM Congregation Oheb Sholom | ||||||||
| 555 Warwick Drive | WYomissing | PA | 19610 | 231664967 | 501c3 | 5000 | ANNUAL DUES | |
| SOUTH Mountain YMCA | ||||||||
| PO BOX 147 | WERnersville | PA | 19565 | 232239399 | 501c3 | 36500 | QUARTERLY DISTRIBUTION | |
| SOUTH MOUNtain YMCA | ||||||||
| PO BOX 147 | WERnersville | PA | 19565 | 232239399 | 501c3 | 35060 | QUARTERLY DISTRIBUTION | |
| SOUTHERN BERKS REGIONAL EMS INC | ||||||||
| 769 MOUNTAIN VIEW ROAD | Reading | PA | 19607 | 232176868 | 501c3 | 5000 | OPERATION LIFE PACK | |
| ST MARGARET'S R C Church | ||||||||
| 925 Centre Avenue | Reading | PA | 19601 | 231352463 | 501c3 | 22799 | VARIOUS CHURCH, SCHOOL & CONVENT REPAIRS | |
| ST MARGARET'S R C Church | ||||||||
| 925 Centre Avenue | REading | PA | 19601 | 231352463 | 501c3 | 13680 | 2010 CONTRACT W/ANEWALT'S | |
| ST MARY's Episcopal Church | ||||||||
| 100 West Windsor Street | READING | PA | 19601 | 232012265 | 501c3 | 5000 | GENERAL SUPPORT | |
| ST MARY's Episcopal Church | ||||||||
| 100 West Windsor Street | READing | PA | 19601 | 232012265 | 501c3 | 5100 | GENERAL SUPPORT | |
| ST MARY's Episcopal Church | ||||||||
| 100 West Windsor Street | Reading | PA | 19601 | 232012265 | 501c3 | 5000 | GENERAL SUPPORT | |
| ST MARY's Episcopal Church | ||||||||
| 100 West Windsor Street | Reading | PA | 19601 | 232012265 | 501c3 | 5000 | GENERAL SUPPORT | |
| THE OHIo State University | ||||||||
| 2200 Olentangy River Rd | Columbus | OH | 43210 | 316401596 | 501c3 | 5000 | OHIO ST UNIV ALUM ASSN SCH FUND #605560 UNDER ORG #85870 | |
| THE SALVATION ARMY - BOYERTOWN CORPS | ||||||||
| PO BOX 254 | BOyertown | PA | 19512 | 135562351 | 501c3 | 8600 | THE DAILY BREAD FEEDING PROGRAM HOOD PROJECT | |
| UNITED COMMUNITY SERVICES FOR WORKING FAMILIES | ||||||||
| 116 NORTH 5TH STREET | READING | PA | 19601 | 232962223 | 501c3 | 13795 | TO HIRE DIRECTOR FOR YOUTH BUILD PROGRAM | |
| UNITED COMMUNITY SERVICES FOR WORKING FAMILIES | ||||||||
| 116 NORTH 5TH STREET | Reading | PA | 19601 | 232962223 | 501c3 | 10000 | STAFF TRAINING | |
| UNITED Way of Berks County | ||||||||
| PO BOX 702 | Reading | PA | 19603 | 231655375 | 501c3 | 10000 | '09-'10 CAMPAIGN | |
| UNITED WAy of Berks County | ||||||||
| PO BOX 702 | Reading | PA | 19603 | 231655375 | 501c3 | 7500 | ANNUAL SUPPORT | |
| UNITED WAY OF Berks County | ||||||||
| PO BOX 702 | Reading | PA | 19603 | 231655375 | 501c3 | 13900 | GENERAL SUPPORT | |
| UNITED Way of Berks County | ||||||||
| PO BOX 702 | Reading | PA | 19603 | 231655375 | 501c3 | 5000 | GENERAL SUPPORT | |
| VISITING NURSE ASSN OF POTTSTOWN AND VACINITY | ||||||||
| 1963 EAST HIGH STREET | POTtstown | PA | 19464 | 231352574 | 501c3 | 5050 | HOME HEALTH CARE EQUIPMENT | |
| YMCA OF Reading & Berks County | ||||||||
| PO BOX 1622 631 WASHINGTON STREET | READING | PA | 19603 | 231244009 | 501c3 | 7000 | LIVING THE LEGACY CAMPAIGN | |
| YMCA OF Reading & Berks County | ||||||||
| PO BOX 1622 631 WASHINGTON STREET | Reading | PA | 19603 | 231244009 | 501c3 | 15000 | DEVELOP A YMCA FACILITY IN MOHNTON WITH THE YMCA OF READING & BERKS COUNTY | |
| Alvernia College | ||||||||
| 400 St Bernardine ST | Reading | PA | 19607 | 231522643 | 501c3 | 10000 | General Support | |
| ANimal Rescue League of Berks County | ||||||||
| PO BOX 69 | Mohnton | PA | 19540 | 231417505 | 501c3 | 27900 | GENERAL SUPPORT | |
| Animal Rescue League of Berks County | ||||||||
| PO Box 69 | Mohnton | PA | 19540 | 231417505 | 501c3 | 6700 | Annual distribution | |
| ALBRIGHT COLLEGE | ||||||||
| PO BOX 15234 13TH BERN STREETS | READING | PA | 196125234 | 231352615 | 501c3 | 34800 | GENERAL SUPPORT | |
| ALBRIGHT COLLEGE | ||||||||
| PO BOX 15234 13TH BERN STREETS | REading | PA | 196125234 | 231352615 | 501c3 | 25000 | LEED CERTIFICATION FOR ALBRIGHT SCIENCE CENTER | |
| ALBRIGHT COLLEGE - CENTER FOR COMMUNITY LEADERSHIP | ||||||||
| PO BOX 15234 13TH BERN STREETS | READING | PA | 196125234 | 231352615 | 501c3 | 15000 | BERKS COUNTY CENSUS 2010 COMPLETE COUNT | |
| BERKS COALITION TO END HOMELESSNESS | ||||||||
| PO BOX 7712 | REading | PA | 19603 | 371575390 | 501c3 | 53000 | TO SUPPORT GRANTS TO INDIVIDUALS FOR FOOD, SHELTER, RENT, MORTGAGE AND/OR HEALTH | |
| BERKS COUNTY INTERMEDIATE UNIT 14 | ||||||||
| PO BOX 16050 1111 COMMONS BLVD | READing | PA | 19612 | 231740825 | 501c3 | 17600 | ASIAN STUDIES TRIP | |
| BERKS VISITING NURSE ASSOCIATION | ||||||||
| 1170 BERKSHIRE BOULEVARD | WYOmissing | PA | 19610 | 231466250 | 501c3 | 14000 | BVNA COMMUNITY IMMUNIZATION PROGRAM | |
| BERKS WOMEN IN CRISIS | ||||||||
| 50 NORTH 4TH STREET SUITE 101 | READing | PA | 19601 | 232087191 | 501c3 | 13900 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 47 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Scholarships | 23 | 171550 | Cost | ||
| Other assistance, needs based | 5 | 0 | Cost | 41177 | handicap ramp, stairlift, handicapped equipped van & van conversions, shower commode chair & gait trainer |
| Performing Arts Fellowships | 2 | 20000 | COST |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, 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 organization acknowledge that the funds will be spent as specified in the grant agreement. A follow-up grant evaluation report is required to be submitted to the Foundation. Failure to submit the report by the specified date results in a loss of consideration for future grant dollars. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 250148 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV WHEN CONTRIBUTED | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Foundation's Audit Committee's primary function is to assist the Board in fulfilling its oversight responsibilities relating to monitoring the quality, reliability and integrity of the external financial reporting process this includes the audited financial statements as well as the IRS Form 990. The Audit Committee reviews both documents and will make a recommendation to the Board as to whether the Board should approve the Audit. | |
| Form 990, Part VI, Section B, line 12c | Annually all board members, committee members as well as staff are required to complete a Conflict of Interest Form. Completed forms are submitted to the Governance Committee. One of the Governance Committee's roles is to annually review the Conflict of Interest forms submitted and make any necessary disclosures if a conflict is noted. | |
| Form 990, Part VI, Section B, line 15a | The compensation of the President of The Community Foundation is reviewed and determined annually by the Executive Committee of the Board. The committee meets in executive session without staff present. They review the established performance objectives and results of the president. In addition, the committee reviews industry compensation data provided by the Council on Foundations as well as comparable local data provided periodically by a regional human resources consulting firm. In addition, the committee reviews the recent forms 990 for a variety of local organizations and other community foundations deemed to be a peer group. After reviewing that material, the executive committee establishes a compensation level that is designed to recognize current market conditions and performance in the position. | |
| Form 990, Part VI, Section C, line 19 | The Foundation has an open book policy of disclosure of information to the public. All board members, committee members and staff members are aware of the Foundation's conflict of interest policy as they are required to annually, read the policy and complete a questionnaire as to any conflicts they may have. These forms are reviewed by the Foundation's Governance Committee and if necessary, disclosure of any noted conflict is made to the Board, committee, staff and if necessary disclosed in the Foundation's audited financial statements. Governing documents are made available to any one who asks for them. All fund agreements reference the governing documents and are provided to anyone who requests a copy. Audited financial statements and Form 990 are available to the public immediately after they are completed on the Foundation's website. | |
| FORM 990, PART XI, LINE 2C: | NO CHANGE | |
| FORM 990, Part IV, Line 12 & 990, AND Page 12, Part XI, Line 2b | The Foundation answered No to having audited statements under GAAP performed by an independent auditor because a consolidated audit was performed. This 990 includes only the Foundation's activity and the supporting organizations file separate tax returns. The audit was performed and Combined statements were issued which is what the reconciliation on for Schedule D, Page 4 is being compared to. | AUDITED STATEMENTS UNDER GAAP |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| Berks County Community Foundation Properties I INC | |||||||||
| 237 Court Street | Reading | PA | 19601 | 233024618 | To accept gifts of real estate and to liquidate them for the benefit of BCCF | PA | 501(c)(3) | 509(a)(3) Type I | N/A |
| Berks County Community Foundation Properties II INC | |||||||||
| 237 Court Street | reading | PA | 19601 | 431985063 | TO ACCEPT GIFTS OF REAL ESTATE AND TO LIQUIDATE THEM FOR THE BENEFIT OF BCCF | PA | 501(c)(3) | 509(a)(3) Type I | N/A |
| Boyertown Area Community Trust | |||||||||
| 237 Court Street | reading | PA | 19601 | 232287828 | THE TRUST IS ORGANIZED TO ACCEPT GIFTS FOR CHARITABLE PURPOSES | PA | 501(c)(3) | 509(a)(3) Type I | N/A |
| Community General Hospital Foundation | |||||||||
| 237 Court Street | reading | PA | 19601 | 236783277 | THE TRUST IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE BCCF | PA | 501(c)(3) | 509(a)(3) Type I | N/A |
| SOUTH MOUNTAIN CAMPS FOUNDATION | |||||||||
| 237 Court Street | READING | PA | 19601 | 232166821 | PROVIDE FINANCIAL SUPPORT TO CAMP CONRAD WEISER AND BYNDEN WOOD DAY CAMP | PA | 501(c)(3) | 509(a)(3) Type I (Pe | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWLEY & MYRTLE QUIER FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 Court Street | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 19601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266827760 | EIN |
| Primary Activity | PROVIDE GRANTS ANNUALLY TO LOCAL CHARITIES AND INDIVIDUALS IN NEED | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |