Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE BREIDEGAM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)214 DEYSHER ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FLEETWOOD, PA19522
A Employer identification number

23-3094851
B Telephone number (see instructions)

(610) 682-6361
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,626,069J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 703,846
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 42,386 42,386  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 77,245
b Gross sales price for all assets on line 6a 1,421,219
7 Capital gain net income (from Part IV, line 2)... 77,245
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 823,477 119,631  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15 0   0
25 Contributions, gifts, grants paid....... 151,425 151,425
26 Total expenses and disbursements. Add lines 24 and 25 151,440 0   151,425
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 672,037
b Net investment income (if negative, enter -0-) 119,631
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 105,925 54,485 54,485
2 Savings and temporary cash investments......... 122,793 66,848 66,848
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,709,475 Click to see attachment2,310,960 2,473,565
c Investments—corporate bonds (attach schedule)....... 866,718 Click to see attachment1,044,655 1,031,171
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,804,911 3,476,948 3,626,069
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,804,911 3,476,948
30 Total net assets or fund balances (see instructions)..... 2,804,911 3,476,948
31 Total liabilities and net assets/fund balances (see instructions). 2,804,911 3,476,948
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,804,911
2
Enter amount from Part I, line 27a .....................
2
672,037
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,476,948
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,476,948
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a VANGUARD S/T BND INDX-ADM P 2012-08-20 2015-01-29
b UMB SCOUT INTERNATIONAL FUND P 2014-06-03 2015-03-19
c UMB SCOUT INTERNATIONAL FUND P 2014-11-20 2015-03-19
d UMB SCOUT INTERNATIONAL FUND P 2013-04-26 2015-03-19
e UMB SCOUT INTERNATIONAL FUND P 2012-04-23 2015-03-19
UMB SCOUT INTERNATIONAL FUND P 2014-10-20 2001-03-19
VANGUARD S/T BND INDX-ADM P 2012-08-20 2015-04-02
VANGUARD S/T BND INDX-ADM P 2013-04-26 2015-04-02
VANGUARD S/T BND INDX-ADM P 2013-04-23 2015-04-02
VANGUARD S/T BND INDX-ADM P 2014-10-20 2015-04-02
VANGUARD S/T BND INDX-ADM P 2013-11-19 2015-04-02
VANGUARD S/T BND INDX-ADM P 2014-06-03 2015-04-02
VANGUARD S/T BND INDX-ADM P 2014-11-20 2015-04-02
VANGUARD S/T BND INDX-ADM P 2014-10-20 2015-04-02
UMB SCOUT INTERNATIONAL FUND P 2013-09-03 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2013-09-03 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2011-01-12 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2011-03-15 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2011-08-02 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-12-17 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2011-08-05 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-04-05 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-01-04 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2009-12-01 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-08-03 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-03-04 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-09-02 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-02-03 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-01-28 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-05-14 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-05-06 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-06-28 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-06-02 2015-04-10
UMB SCOUT INTERNATIONAL FUND P 2010-06-29 2015-04-10
TEMPLETON FRONTIER MARKET P 2014-06-03 2015-09-24
TEMPLETON FRONTIER MARKET P 2014-10-20 2015-09-24
TEMPLETON FRONTIER MARKET P 2014-11-20 2015-09-24
TEMPLETON FRONTIER MARKET P 2013-09-03 2015-09-24
TEMPLETON FRONTIER MARKET P 2013-04-23 2015-09-24
TEMPLETON FRONTIER MARKET P 2015-04-10 2015-09-24
TEMPLETON FRONTIER MARKET P 2015-01-29 2015-09-24
ARTISAN VALUE FUND P 2014-06-03 2015-10-21
ARTISAN VALUE FUND P 2014-10-20 2015-10-21
ARTISAN VALUE FUND P 2014-11-20 2015-10-21
ARTISAN VALUE FUND P 2015-01-29 2015-10-21
ARTISAN VALUE FUND P 2013-04-23 2015-10-21
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 253,500   255,420 -1,920
b 6,223   6,948 -725
c 2,576   2,725 -149
d 1,755   1,800 -45
e 90,920   92,100 -1,180
27,123   27,395 -272
32,452   32,728 -276
10,530   10,610 -80
60,101   60,500 -399
101,772   101,964 -192
79,849   79,924 -75
93,989   93,811 178
44,171   44,045 126
20,076   19,981 95
10,346   10,159 187
23,437   23,000 437
544   510 34
2,672   2,451 221
2,396   2,185 211
17,123   15,600 1,523
6,996   6,174 822
4,293   3,750 543
4,915   4,200 715
25,325   21,300 4,025
2,389   2,000 389
5,087   4,200 887
3,666   3,000 666
5,141   4,200 941
3,095   2,500 595
4,790   3,750 1,040
4,831   3,750 1,081
9,716   7,500 2,216
4,887   3,750 1,137
11,388   8,500 2,888
703   1,092 -389
4,228   6,223 -1,995
4,476   6,217 -1,741
3,733   5,100 -1,367
31,917   43,500 -11,583
3,081   3,500 -419
10,403   11,638 -1,235
20,486   23,450 -2,964
24,981   27,086 -2,105
24,353   25,893 -1,540
3,793   3,965 -172
228,050   223,880 4,170
82,941     82,941
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -1,920
b       -725
c       -149
d       -45
e       -1,180
      -272
      -276
      -80
      -399
      -192
      -75
      178
      126
      95
      187
      437
      34
      221
      211
      1,523
      822
      543
      715
      4,025
      389
      887
      666
      941
      595
      1,040
      1,081
      2,216
      1,137
      2,888
      -389
      -1,995
      -1,741
      -1,367
      -11,583
      -419
      -1,235
      -2,964
      -2,105
      -1,540
      -172
      4,170
      82,941
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 77,245
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 128,750 2,729,496 0.047170
2013 109,850 2,336,521 0.047014
2012 99,300 2,014,624 0.049290
2011 101,959 1,935,594 0.052676
2010 89,420 1,633,738 0.054733
2
Total of line 1, column (d) .....................
20.250883
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.050177
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,100,781
5
Multiply line 4 by line 3......................
5
155,588
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,196
7
Add lines 5 and 6........................
7
156,784
8
Enter qualifying distributions from Part XII, line 4.............
8
151,425
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,393
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,393
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,393
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 3,268
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,268
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 875
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet875 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDANIEL D BREIDEGAM Telephone no.bullet (610) 682-6361

    Located atbulletDEKA ROADLYON STATIONPA ZIP+4bullet19536
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HELEN S BREIDEGAM PRESIDENT
    1.00     		0 0 0
    214 DEYSHER ROAD
    FLEETWOOD,PA19522
    DANIEL D BREIDEGAM VICE PRESIDENT
    1.00     		0 0 0
    214 DEYSHER ROAD
    FLEETWOOD,PA19522
    CHRISTOPHER E PRUITT SECRETARY
    1.00     		0 0 0
    214 DEYSHER ROAD
    FLEETWOOD,PA19522
    CHRISTINA WEEBER TREASURER
    1.00     		0 0 0
    214 DEYSHER ROAD
    FLEETWOOD,PA19522
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,050,385
    b
    Average of monthly cash balances.......................
    1b
    97,616
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,148,001
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,148,001
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    47,220
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,100,781
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    155,039
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    155,039
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,393
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,393
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    152,646
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    152,646
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    152,646
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    151,425
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    151,425
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    151,425
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 152,646
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 2,564
    b From 2011...... 8,261
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 10,825
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 151,425
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 151,425
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 1,221 1,221
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,604
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		1,343
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		8,261
    10 Analysis of line 9:
    a Excess from 2011.... 8,261
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    HELEN S BREIDEGAM
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CANCER SOCIETY
    3893 ALDER PLACE SUITE 170
    BETHLEHEM,PA18017     		NONE PUBLIC CHARITY FOR KUTZTOWN RELAY FOR LIFE 1,000
    BCTV
    1900 NORTH 13TH STREET
    READING,PA19604     		NONE PUBLIC CHARITY FOR OCTOBERFEST AUCTION 500
    BERKS NATURE
    25 NORTH 11TH STREET
    READING,PA19601     		NONE PUBLIC CHARITY TO SUPPORT NATURAL CONSERVATIVE ACTIVITIES 250
    BERKS WOMEN IN CRISIS
    255 CHESTNUT STREET
    READING,PA19602     		NONE PUBLIC CHARITY TO ASSIST LOCAL WOMEN IN NEED 2,000
    BERKS YOUTH CHORUS
    201 WASHINGTON STREET SUITE 503
    READING,PA196014040     		NONE PUBLIC CHARITY ENCOURAGE APPRECIATION OF MUSIC 2,000
    BRANDYWINE GIRLS SOFTBALL LEAGUE
    243 PENN STREET
    TOPTON,PA19562     		NONE PUBLIC CHARITY TO PROVIDE A NEW SCOREBOARD 3,075
    BRIDGE OF HOPE BERKS COUNTY
    300 CHURCH STREET
    READING,PA19601     		NONE PUBLIC CHARITY TO ASSIST HOMELESS SINGLE MOTHERS ACHIEVE A BETTER LIFE FOR THEMSELVES AND THEIR CHILDREN 2,500
    BURN PREVENTION FOUNDATION
    236 N 17TH STREET FLOOR 2
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY PROVIDE BURN INJURY PREVENTION EDUCATION 2,500
    CARON TREATMENT CENTERS
    PO BOX 150
    WERNERSVILLE,PA19565     		NONE PUBLIC CHARITY FOR SPONSORSHIP FOR THE 2015 ANNUAL DINNER 7,500
    CHRIST MERTZ LUTHERAN CHURCH
    16 FLEETWOOD ROAD
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY TO PROMOTE RELIGIOUS ACTIVITIES 15,000
    CHRISTUS VICTOR LUTHERAN CHURCH
    15600 TAMIAMI TRAIL
    NAPLES,FL34110     		NONE PUBLIC CHARITY TO PROMOTE RELIGIOUS ACTIVITIES 3,000
    CONCERN - PROFESSIONAL SERVICES FOR CHILDREN YOUTH AND FAMILIES
    ONE WEST MAIN STREET
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY TO PROVIDE QUALITY CHILD WELFARE SERVICES 3,000
    CONCERTS FOR CHARITY - B JOHNSON
    PO BOX 147
    LYON STATION,PA19536     		NONE PUBLIC CHARITY TO BENEFIT THE GREATER BERKS FOOD BANK 1,000
    CONRAD WEISER HIGH SCHOOL
    44 BIG SPRING ROAD
    REOBESONIA,PA19551     		NONE PUBLIC CHARITY TO CONTRIBUTE TO THE SCIENCE AND TECHNOLOGY PROGRAMS 500
    DTRF
    PO BOX 184
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY SUPPORT THE AUSTIN'S FIBROMATOSIS RESERCH FOUNDATION 2015 FALL FESTIVAL 1,000
    EASTER SEALS- EASTERN PENNSYLVANIA
    1501 LEHIGH STREET
    ALLENTOWN,PA181033880     		NONE PUBLIC CHARITY TO ASSIST THOSE WITH DISABILITIES 2,000
    EMBRACE YOUR DREAMS
    424 CENTER STREET ROOM 300
    BETHLEHEM,PA18018     		NONE PUBLIC CHARITY FOR THE FULLER FAMLY PRO-AM AND TENNIS INVITATIONAL EVENT 500
    FLEETWOOD AREA PUBLIC LIBRARY
    110 ARCH STREET
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY FOR THEIR SILVER ANNIVERSARY 250
    FOUNDATION FOR RACC - EDUC GALA
    10 SOUTH SECOND STREET PO BOX 1706
    READING,PA19603     		NONE PUBLIC CHARITY TO ENCOURAGE SUPPORT AND INVESTMENT IN RACC 1,000
    FOUNDATION OF FIRST HEALTH
    150 APPLECROSS ROAD
    PINEHURST,NC28374     		NONE PUBLIC CHARITY TO IMPROVE THE HEALTH OF THE COMMUNITY 1,000
    FOUR DIAMONDS FUND
    PO BOX 852
    HERSHEY,PA17033     		NONE PUBLIC CHARITY TO ASSIST RESEARCH IN MEDICINE 2,000
    FOX CHASE CANCER CENTER
    PO BOX 42630
    PHILADELPHIA,PA19161     		NONE PUBLIC CHARITY SUPPORT CANCER TREATMENT, RESEARCH AND PREVENTION 3,000
    FRIENDS OF FLEETWOOD PLAYGROUND
    311 EAST ARCH STREET
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY PROVIDE PLAYGROUND FOR COMMUNITY RESIDENTS 1,000
    GIRL SCOUTS OF EASTERN PA
    330 MANOR ROAD
    MIQUON,PA194449906     		NONE PUBLIC CHARITY TO HELP GIRLS BUILD COURAGE, CONFIDENCE, AND CHARACTER 4,000
    GOGGLE WORKS CENTER FOR THE ARTS
    201 WASHINGTON STREET
    READING,PA19601     		NONE PUBLIC CHARITY FOR COSTS ASSOCIATED WITH THE 10TH ANNIVERSARY GALA 1,000
    GOOD SHEPHERD REHABILITATION
    850 SOUTH 5TH STREET
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY RESTORING LIVES BY REHABILITATION 20,000
    GWR MEMORIAL RACE
    3 QUARRY ROAD
    READING,PA19605     		NONE PUBLIC CHARITY FOR THE 5K MEMORIAL RACE 1,000
    HAWK MOUNTAIN COUNCIL
    5027 POTTSVILLE PIKE
    READING,PA19605     		NONE PUBLIC CHARITY SCOUTREACH PROGRAM 1,000
    HISTORICAL SOCIETY OF BERKS COUNTY
    940 CENTRE AVENUE
    READING,PA19601     		NONE PUBLIC CHARITY SUPPORT HISTORIC PRESERVATION, RESEARCH & EDUCATION 1,500
    K-TOWN COUGAR FIELD HOCKEY CLUB
    890 GRIM ROAD
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY TO SUPPORT THE 2015 WINTER SEASON 750
    KAHS AWARD
    50 TREXLER AVENUE
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY PROVIDE A SCHOLARSHIP FOR A KUTZTOWN SCHOOL DISTRICT 600
    KUTZTOWN AREA HISTORICAL SOCIETY
    PO BOX 307
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY COLLECTION OF PRESERVE AREA ARTIFACTS, INCLUDING 189 5,000
    KUTZTOWN COMMUNITY LIBRARY
    70 BIEBER ALLEY
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY TO ENCOURAGE READING 2,000
    LAST CHANCE RANCH
    9 BECK ROAD
    QUACKERTOWN,PA18951     		NONE PUBLIC CHARITY FOR THE CAPIRAL IMPROVEMENT CAMPAIGN 500
    LEASERLAKE HERITAGE FOUNDATION INC
    PO BOX 202
    NEW TRIPOLI,PA18066     		NONE PUBLIC CHARITY FOR THE ACCESSIBLE RECREATION AREA 1,250
    LITERACY COUNCIL OF READING-BERKS
    35 SOUTH DWIGHT STREET
    WEST LAWN,PA196091830     		NONE PUBLIC CHARITY FOR THE HEP SCHOLARSHIP FUND 600
    MAKE A WISH FOUNDATION
    ONE VALLEY SQUARE SUITE 133
    BLUE BELL,PA19422     		NONE PUBLIC CHARITY TO FULLFILL THE WISHES OF TERMINALLY ILL CHILDREN 2,000
    MARCH OF DIMES
    90 SOUTH COMMERCE WAY SUITE 320
    BETHLEHEM,PA18017     		NONE PUBLIC CHARITY TO IMPROVE THE HEALTH OF BABIES 2,000
    MASONIC CHARITIES
    ONE MASONIC DRIVE
    ELIZABETHTOWN,PA170229964     		NONE PUBLIC CHARITY TO HELP CHILDREN DEVELOP BRIGHT FUTURES 1,000
    MORAVIAN COLLEGE
    1200 MAIN STREET
    BETHLEHEM,PA18018     		NONE PUBLIC CHARITY TO FUND THE HELEN S. BREIGEGAM NURSING SCHOLARSHIP 15,000
    NATIONAL MS SOCIETY
    30 S 17TH STREET SUITE 800
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY TO SPONSOR THE TEAM EAST PENN FOR THE 2015 MS BIKE RACE 1,250
    OLEY VALLEY ATHLETIC LEAGUE
    17 JERFFERSON STREET
    OLEY,PA19547     		NONE PUBLIC CHARITY TO ENCOURAGE SPORTS AND ACTIVITY WITHIN THE COMMUNITY 150
    OLEY VALLEY COMMUNITY EDUCATION FOUNDATION
    PO BOX 331
    OLEY,PA19547     		NONE PUBLIC CHARITY FOR THE 2015 DR. ZACKON 5K RUN 1,000
    OLEY VALLEY COMMUNITY FAIR ASSOCIATION
    PO BOX 55
    OLEY,PA19547     		NONE PUBLIC CHARITY TO FUND THE OLEY VALLEY COMMUNITY FAIR ASSOCAITION 2,500
    OLEY VALLEY SCHOOL DISTRICT
    17 JERFFERSON STREET
    OLEY,PA19547     		NONE PUBLIC CHARITY TO FUND THE ELECTRONIC SCOREBOARD 3,000
    OLIVET BOYS AND GIRLS CLUB
    1161 PERSHING BOULEVARD
    READING,PA19611     		NONE PUBLIC CHARITY TO HELP CHILDREN BUILD BRIGHT FUTURES 250
    PETSMART CHARITIES
    19601 NORTH 27TH AVENUE
    PHEONIX,AZ85027     		NONE PUBLIC CHARITY TO HELP PETS FIND LOVING HOMES 1,000
    PHILOPTOCHS SOCIETY
    1001 E WYOMISSING BLVD
    READING,PA19611     		NONE PUBLIC CHARITY FOR THE SAINT NICHOLAS NATIONAL SHRINE AT GROUND ZERO 500
    PROSPECTUS BERCO
    840 WILLIAM LANE
    READING,PA19604     		NONE PUBLIC CHARITY TO INSPIRE PEOPLE WITH DISABILITIES AND SPECIAL NEEDS 1,500
    READING MUSICAL FOUNDATION
    PO BOX 14835
    READING,PA196124835     		NONE PUBLIC CHARITY TO CONTRIBUTE TO THE SALLY S BREIDEGAM MIKSIEWICZ SCHOLARSHIP FUND 2,500
    READING SYMPHONY ORCHESTRA
    147 N 5TH STREET SUITE 4
    READING,PA196013494     		NONE PUBLIC CHARITY TO PROMOTE MUSIC IN THE COMMUNITY 2,000
    SAINT JOSEPH MEDICAL CENTER FOUNDATION
    PO BOX 316
    READING,PA196030316     		NONE PUBLIC CHARITY TO SPONSOR THE 2015 CHARITY BALL AND GOLF TOURNAMENT 5,000
    SOUTH MOUNTAIN YMCA
    PO BOX 147
    WERNERSVILLE,PA19565     		NONE PUBLIC CHARITY TO CONTRIBUTE TO THE REACH OUT FOR YOUTH CAMPAIGN 1,000
    ST PAUL'S LUTHERAN CHURCH
    117 EAST ARCH STREET
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY PROMOTE RELIGIOUS ACTIVITIES 1,000
    ST PAUL'S UNITED CHURCH OF CHRIST
    5 WEST ARCH STREET
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY PROMOTE RELIGIOUS ACTIVITIES 500
    THE CHILDREN'S HOME OF READING
    1010 CENTRE AVENUE
    READING,PA10601     		NONE PUBLIC CHARITY TO PROVIDE EDUCATIONAL PROGRAMS 3,000
    THE JUNIOR LEAGUE OF READING PA INC
    1520 PENN AVENUE
    READING,PA19610     		NONE PUBLIC CHARITY FOR THE ANNUAL GENERAL SPONSORSHIP, 2015 2,000
    THE READING PUBLIC MUSEUM
    500 MUSEUM ROAD
    READING,PA19611     		NONE PUBLIC CHARITY SUPPORT PROGRAMS OF THE READING PUBLIC MUSEUM 1,000
    THE SALVATION ARMY
    PO BOX 1099
    READING,PA19603     		NONE PUBLIC CHARITY TO PLEDGE FOR THE 2015 CIVIC BREAKFAST 2,500
    UNITED WAY OF LEE COUNTY
    7273 CONCOURSE DRIVE
    FORT MYERS,FL33908     		NONE PUBLIC CHARITY SUPPORT COMMUNITY RESOURCES 1,000
    VISION RESOURCE CENTER OF BERKS COUNTY
    2020 HAMPDEN BLVD
    READING,PA19604     		NONE PUBLIC CHARITY TO AID IN THE PREVENTION OF BLINDNESS 1,000
    WFPO
    14 TIMERLINE DRIVE
    WYOMISSING,PA19610     		NONE PUBLIC CHARITY TO BENEFIT THE BIG BROTHERS AND BIG SISTERS EVENTS 500
    WHISPERING WINDS
    8186 COMMERCIAL STREET
    LA MESA,CA91942     		NONE PUBLIC CHARITY TO SPONSOR THE 2015 GOLF CLASSIC BEVERAGE CART 500
    YMCA OF READING AND BERKS COUNTY
    631 WASHINGTON STREET
    READING,PA19601     		NONE PUBLIC CHARITY GOLDEN RULE CAMPAIGN 2,000
    Total .................................bullet 3a 151,425
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 42,386  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 77,245  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 119,631 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13119,631
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    THE BREIDEGAM FAMILY FOUNDATION
     
    Employer identification number

    23-3094851
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE BREIDEGAM FAMILY FOUNDATION
          		Employer identification number
    23-3094851
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    DELIGHT E JR AND HELEN S BREIDEGAM  
    214 DEYSHER ROAD
     
    FLEETWOOD, PA19522

    		$ 703,846


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    THE BREIDEGAM FAMILY FOUNDATION
          		Employer identification number

    23-3094851
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE BREIDEGAM FAMILY FOUNDATION
          		Employer identification number

    23-3094851
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,044,655 1,031,171

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 2,310,960 2,473,565

    TY 2015 SubstantialContributorsSch
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Name Address
    DELIGHT E JR HELEN S BREIDEGAM 214 DEYSHER ROAD
    FLEETWOOD,PA19522


    TY 2015 TaxesSchedule
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PA REGISTRATION FEE 15 0   0