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Nonprofiteer
← BUCKS COUNTY FOUNDATION

Form 990 for tax year 2022

Filed by BUCKS COUNTY FOUNDATION.

Totals

Total revenue
$500,586
Total expenses
$727,154
Contributions and grants received
$101,736
Grants paid
$412,947
Program service revenue
$0
Investment income
$386,890
Other revenue
$11,960
Total assets, end of year
$13,336,539
Total liabilities, end of year
$448,371
Net assets or fund balances, end of year
$12,888,168
Program services expenses (Part IX)
$534,541
Management and general expenses
$192,613
Fundraising expenses
$0
Program service expenses (Part III)
$534,541

Program services were 73.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $101,736

  • 3 · Investment income

    total $356,843 · excluded $356,843

  • 7a · Gross sales of assets other than inventory

    securities $30,047

  • 7c · Gain or loss

    securities $30,047

  • 7d · Net gain or loss

    total $30,047 · excluded $30,047

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $11,960 · related or exempt $11,960

  • 11e · Other revenue, total

    $11,960

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $214,360 · program services $214,360

  • 2 · Grants to domestic individuals

    total $198,587 · program services $198,587

  • 5 · Compensation of officers, directors and key employees

    total $125,818 · program services $94,363 · management and general $31,455

  • 10 · Payroll taxes

    total $9,581 · program services $7,186 · management and general $2,395

  • 11b · Fees: legal

    total $1,484 · management and general $1,484

  • 11c · Fees: accounting

    total $11,150 · management and general $11,150

  • 11f · Fees: investment management

    total $139,523 · management and general $139,523

  • 11g · Fees: other

    total $8,745 · program services $6,439 · management and general $2,306

  • 13 · Office expenses

    total $3,566 · program services $2,675 · management and general $891

  • 14 · Information technology

    total $6,036 · program services $4,527 · management and general $1,509

  • 17 · Travel

    total $255 · program services $255

  • 19 · Conferences, conventions and meetings

    total $260 · program services $260

  • 23 · Insurance

    total $1,409 · management and general $1,409

  • 24a · Other expenses: EXECUTIVE EXPENSES

    total $4,953 · program services $4,953

  • 24b · Other expenses: DUES & MEMBERSHIP

    total $1,195 · program services $896 · management and general $299

  • 24c · Other expenses: BUSINESS REGISTRATION FEE

    total $100 · management and general $100

  • 24d · Other expenses: OTHER COSTS

    total $78 · management and general $78

  • 24e · All other expenses

    total $54 · program services $40 · management and general $14

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $775,114 · end of year $1,136,807

  • 7 · Other notes and loans receivable

    beginning of year $2,167

  • 11 · Investments: publicly traded securities

    beginning of year $15,813,602 · end of year $12,199,732

  • 25 · Other liabilities

    beginning of year $574,479 · end of year $448,371

  • 27 · Net assets without donor restrictions

    beginning of year $4,847,480 · end of year $3,899,649

  • 28 · Net assets with donor restrictions

    beginning of year $11,168,924 · end of year $8,988,519

Mission and programs · 2022

Mission

THE BUCKS COUNTY FOUNDATION WAS FOUNDED AS A COMMUNITY FOUNDATION TO AFFORD INDIVIDUALS THE OPPORTUNITY TO MAKE LASTING, FLEXIBLE GIFTS TO MEET THE NEEDS OF BUCKS COUNTY RESIDENTS AND TO ASSIST THE COUNTY'S CHARITABLE ORGANIZATIONS BOTH IN EXISTENCE AND THOSE TO COME IN YEARS AHEAD.

  • SUPPORT FOR CHARITIES AND SCHOLARSHIP PROGRAMS AT VARIOUS COLLEGES IN THE UNITED STATES.

    Expenses $534,541 · Grants $412,947

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Grace M Deon Esquire

    PRESIDENT &

    Total calculated
    $0
    Hours/week
    1

  • Ronald R Bolig Esquire

    TREASURER &

    Total calculated
    $0
    Hours/week
    1

  • Ms Lucy Steitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter Van Dine J D

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Joseph O'Neill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Krista Harper

    DIRECTOR THR

    Total calculated
    $0
    Hours/week
    1

  • Dr Benjamin Rusiloski

    DIRECTOR FRO

    Total calculated
    $0
    Hours/week
    1

  • Amanda Mundy

    ED & SECRETA

    Total calculated
    $125,818
    From this org
    $122,884
    From related orgs
    $0
    Other
    $2,934
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349317787

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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