Form 990 for tax year 2025
Filed by HOME HEALTH CARE FOUNDATION.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2025 . matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $2,152,043 changed to $0
- Total expenses
- $7,590,419 changed to $874
- Grants paid
- $7,531,056 changed to $834
- Investment income
- $2,152,043 changed to $0
- Total assets, end of year
- $874 changed to $0
- Net assets or fund balances, end of year
- $874 changed to $0
- Program services expenses
- $7,531,056 changed to $834
- Management and general expenses
- $59,363 changed to $40
- Program service expenses (Part III)
- $7,531,056 changed to $834
Listed only on the earlier return
- JAMES GIERLICH
- KAREN THACKER
- KIM BERRY
- MICHAEL PAOLINI
- RABBI BRIAN MICHELSON
- ROBERT KREITZ
Listed under a different title
- FRANCES A AITKEN: TREASURER then TREASURER/SECRETARY
Totals
- Total revenue
- $2,152,043
- Total expenses
- $7,590,419
- Contributions and grants received
- $0
- Grants paid
- $7,531,056
- Program service revenue
- $0
- Investment income
- $2,152,043
- Other revenue
- $0
- Total assets, end of year
- $874
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $874
- Program services expenses (Part IX)
- $7,531,056
- Management and general expenses
- $59,363
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,531,056
Program services were 99.2% 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.
-
3 · Investment income
total $70,353 · excluded $70,353
-
7a · Gross sales of assets other than inventory
securities $7,448,539
-
7b · Less cost or other basis and sales expenses
securities $5,366,849
-
7c · Gain or loss
securities $2,081,690
-
7d · Net gain or loss
total $2,081,690 · excluded $2,081,690
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $7,531,056 · program services $7,531,056
-
11a · Fees: management
total $15,000 · management and general $15,000
-
11b · Fees: legal
total $11,612 · management and general $11,612
-
11f · Fees: investment management
total $31,278 · management and general $31,278
-
23 · Insurance
total $1,473 · management and general $1,473
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,506 · end of year $874
-
11 · Investments: publicly traded securities
beginning of year $7,255,412 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $7,262,918 · end of year $874
Mission and programs · 2025
Mission
NONE
Activities or mission (Part I)
THE ORGANIZATION'S PURPOSE INCLUDES: (A) ASSISTING THE SUPPORTED ORGANIZATION IN CONDUCTING HEALTH CARE ACTIVITIES; (B) FUNDRAISING, MANAGING AND INVESTING FUNDS AND OPERATING AS AN "ENDOWMENT" FOUNDATION FOR THE SUPPORTED ORGANIZATION; AND (C) MAKING DISTRIBUTIONS FOR CHARITABLE PURPOSES TO, OR ON BEHALF OF, THE SUPPORTED ORGANIZATION.
-
GRANT ASSISTS THE SUPPORTED ORGANIZATION IN CONDUCTING HEALTH CARE ACTIVITIES.
Expenses $7,531,056 · Grants $7,531,056
As filed on the 2025 return.
Listed in Part VII
-
KEVIN K MURPHY
PRESIDENT
- Total calculated
- $314,262
- From this org
- $0
- From related orgs
- $302,290
- Other
- $11,972
- Hours/week
- 4 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $302,290 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $11,972 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $314,262 related
-
FRANCES A AITKEN
TREASURER
- Total calculated
- $212,999
- From this org
- $0
- From related orgs
- $204,507
- Other
- $8,492
- Hours/week
- 4 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $204,507 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,492 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $212,999 related
-
RABBI BRIAN MICHELSON
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
KAREN THACKER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
JAMES GIERLICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KIM BERRY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT KREITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL PAOLINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SUSAN N DENARO ESQ
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
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
None.
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
-
BERKS COUNTY COMMUNITY FOUNDATION
$7,531,056
TO SUPPLEMENT THE ORGANIZATION'S HEALTH CARE GRANTMAKING PROGRAM.
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.
-
BERKS COUNTY COMMUNITY FOUNDATION
501(C)(3) · GRANTMAKING FUNDS · PA
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
$7,531,056
Disposition · CASH · Jun 11, 2025 · 501(C)(3)
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 6 February 2026
- IRS schema version
- 2025v4.0
- Source object
- 202610419349301706
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