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← BERKS COUNTY COMMUNITY FOUNDATION INC

Form 990 for tax year 2024

Filed by BERKS COUNTY COMMUNITY FOUNDATION INC.

Totals

Total revenue
$20,663,393
Total expenses
$9,112,365
Contributions and grants received
$12,630,331
Grants paid
$6,144,929
Program service revenue
$33,580
Investment income
$7,988,228
Other revenue
$11,254
Total assets, end of year
$154,855,824
Total liabilities, end of year
$8,452,457
Net assets or fund balances, end of year
$146,403,367
Program services expenses (Part IX)
$7,518,860
Management and general expenses
$1,013,496
Fundraising expenses
$580,009
Program service expenses (Part III)
$7,518,860

Program services were 82.5% 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.

  • 1c · Fundraising events

    $194,575

  • 1f · All other contributions, gifts and grants

    $12,435,756

  • 1g · Noncash contributions included above

    $850,149

  • 2a · Program service revenue: PROGRAM FEE INCOME

    total $33,580 · related or exempt $33,580

  • 3 · Investment income

    total $2,342,559 · excluded $2,342,559

  • 7a · Gross sales of assets other than inventory

    securities $20,912,170

  • 7b · Less cost or other basis and sales expenses

    securities $15,266,501

  • 7c · Gain or loss

    securities $5,645,669

  • 7d · Net gain or loss

    total $5,645,669 · excluded $5,645,669

  • 8a · Fundraising events: gross income

    $26,766

  • 8a · Fundraising events: contributions included on line 1c

    $194,575

  • 8b · Fundraising events: direct expenses

    $63,890

  • 8c · Net income from fundraising events

    total -$37,124 · excluded -$37,124

  • 11a · Other revenue: MANAGEMENT FEES

    total $46,489 · related or exempt $46,489

  • 11b · Other revenue: OTHER INCOME

    total $1,889 · related or exempt $1,889

  • 11e · Other revenue, total

    $48,378

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,188,022 · program services $5,188,022

  • 2 · Grants to domestic individuals

    total $931,057 · program services $931,057

  • 3 · Grants to foreign organizations and individuals

    total $25,850 · program services $25,850

  • 5 · Compensation of officers, directors and key employees

    total $506,652 · program services $178,328 · management and general $185,106 · fundraising $143,218

  • 7 · Other salaries and wages

    total $720,568 · program services $432,838 · management and general $240,443 · fundraising $47,287

  • 9 · Other employee benefits

    total $134,278 · program services $66,871 · management and general $46,562 · fundraising $20,845

  • 10 · Payroll taxes

    total $82,353 · program services $41,013 · management and general $28,556 · fundraising $12,784

  • 11b · Fees: legal

    total $35,603 · program services $718 · management and general $34,885

  • 11c · Fees: accounting

    total $29,038 · management and general $29,038

  • 11f · Fees: investment management

    total $242,508 · management and general $242,508

  • 11g · Fees: other

    total $187,371 · program services $172,441 · management and general $14,930

  • 12 · Advertising and promotion

    total $62,836 · program services $14,244 · management and general $7,461 · fundraising $41,131

  • 13 · Office expenses

    total $59,836 · program services $41,770 · management and general $15,329 · fundraising $2,737

  • 14 · Information technology

    total $130,627 · program services $63,353 · management and general $48,686 · fundraising $18,588

  • 16 · Occupancy

    total $102,396 · program services $63,930 · management and general $19,233 · fundraising $19,233

  • 17 · Travel

    total $5,522 · program services $4,125 · management and general $965 · fundraising $432

  • 19 · Conferences, conventions and meetings

    total $96,087 · program services $63,699 · management and general $22,372 · fundraising $10,016

  • 20 · Interest

    total $99,109 · program services $59,465 · management and general $19,822 · fundraising $19,822

  • 22 · Depreciation, depletion and amortization

    total $184,776 · program services $110,866 · management and general $36,955 · fundraising $36,955

  • 23 · Insurance

    total $47,195 · program services $14,241 · management and general $9,916 · fundraising $23,038

  • 24a · Other expenses: SPECIAL EVENTS

    total $194,782 · program services $15,463 · fundraising $179,319

  • 24b · Other expenses: PROFESSIONAL DUES AND S

    total $39,837 · program services $24,504 · management and general $10,729 · fundraising $4,604

  • 24c · Other expenses: BAD DEBT

    total $6,062 · program services $6,062

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $95,216 · end of year $636,696

  • 2 · Savings and temporary cash investments

    beginning of year $4,301,252 · end of year $4,240,817

  • 3 · Pledges and grants receivable

    end of year $23,520

  • 4 · Accounts receivable

    beginning of year $43,674 · end of year $55,682

  • 7 · Other notes and loans receivable

    beginning of year $115,001 · end of year $77,904

  • 10a · Land, buildings and equipment: cost or other basis

    $6,953,639

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,722,777

  • 10c · Land, buildings and equipment, net

    beginning of year $4,394,134 · end of year $4,230,862

  • 11 · Investments: publicly traded securities

    beginning of year $100,490,980 · end of year $118,058,464

  • 12 · Investments: other securities

    beginning of year $24,648,181 · end of year $26,438,489

  • 15 · Other assets

    beginning of year $1,054,015 · end of year $1,093,390

  • 17 · Accounts payable and accrued expenses

    beginning of year $194,460 · end of year $174,413

  • 18 · Grants payable

    beginning of year $1,430,987 · end of year $1,069,696

  • 23 · Secured mortgages and notes payable

    beginning of year $1,576,468 · end of year $1,511,010

  • 25 · Other liabilities

    beginning of year $4,720,004 · end of year $5,697,338

  • 27 · Net assets without donor restrictions

    beginning of year $126,202,039 · end of year $145,309,977

  • 28 · Net assets with donor restrictions

    beginning of year $1,018,495 · end of year $1,093,390

Mission and programs · 2024

Mission

TO PROMOTE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF BERKS COUNTY.

Activities or mission (Part I)

TO PROMOTE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE FOR THE RESIDENTS OF BERKS COUNTY, PENNSYLVANIA.

  • BERKS COUNTY COMMUNITY FOUNDATION HELPS PEOPLE FIND THE BEST WAY TO MAKE CHARITABLE GIFTS TO SUPPORT THE COMMUNITY. THE COMMUNITY FOUNDATION MANAGES OVER 380 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 THE FUNDS TO THE DISCRETION OF THE COMMUNITY FOUNDATION BOARD. IN THIS WAY, THE COMMUNITY FOUNDATION CAN REMAIN FLEXIBLE AND RESPONSIVE TO COMMUNITY NEEDS.

    Expenses $7,518,860 · Grants $6,144,929 · Revenue $81,958

As filed on the 2024 return.

Listed in Part VII

  • Douglas F Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gabriela Raful

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jay R Wagner

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kevin K Murphy

    PRESIDENT

    Total calculated
    $327,487
    From this org
    $302,290
    From related orgs
    $0
    Other
    $25,197
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $272,290
    Bonus
    $30,000
    Other
    $0
    Deferred
    $12,292
    Nontaxable benefits
    $12,905
    Filer's total
    $327,487

  • Lyn Camella-Rich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael J Rowley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan N Denaro

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Vicki Ebner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Flynn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hon Carissa Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard L Stoudt Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tricia J Salvatore Ludgate

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frances A Aitken

    TREASURER & CHIEF OPERATIN

    Total calculated
    $224,463
    From this org
    $204,507
    From related orgs
    $0
    Other
    $19,956
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $189,007
    Bonus
    $15,500
    Other
    $0
    Deferred
    $8,330
    Nontaxable benefits
    $11,626
    Filer's total
    $224,463

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BCCF PROPERTIES LLC

    HOLD AND MANAGE REAL ESTATE · PA

    Directly controlled by BERKS COUNTY COMMUNITY FOUNDATION INC

  • COMMUNITY PROPERTIES LLC

    HOLD AND MANAGE REAL ESTATE · PA

    Directly controlled by BERKS COUNTY COMMUNITY FOUNDATION INC

Provenance

Return type
form_990
Tax year
2024
Filed
16 December 2025
IRS schema version
2024v5.2
Source object
202513509349300046

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