-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
PA
19522
A Employer identification number
23-3094851
B
Telephone number (see instructions)
(610) 682-6361
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
5,261,389
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
260,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
99,049
99,049
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
317,390
b
Gross sales price for all assets on line 6a
2,477,134
7
Capital gain net income (from Part IV, line 2)
...
317,390
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
........
676,439
416,439
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)
.......
1,250
0
0
c
Other professional fees (attach schedule)
....
38,107
38,107
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
3,975
2,063
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
..........
43,332
40,170
0
25
Contributions, gifts, grants paid
.......
241,932
241,932
26
Total expenses and disbursements.
Add lines 24 and 25
285,264
40,170
241,932
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
391,175
b
Net investment income
(if negative, enter -0-)
376,269
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
222
15,338
15,338
2
Savings and temporary cash investments
.........
70,355
89,613
89,613
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
2,766,495
3,336,282
4,028,266
c
Investments—corporate bonds (attach schedule)
.......
1,310,542
1,097,556
1,128,172
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
4,147,614
4,538,789
5,261,389
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
4,147,614
4,538,789
29
Total net assets or fund balances
(see instructions)
.....
4,147,614
4,538,789
30
Total liabilities and net assets/fund balances
(see instructions)
.
4,147,614
4,538,789
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
4,147,614
2
Enter amount from Part I, line 27a
.....................
2
391,175
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
4,538,789
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
4,538,789
Form
990-PF
(2019)
Form 990-PF (2019)
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
STATE STREET - 6243 - COVERED
P
2018-12-21
2019-12-31
b
STATE STREET - 6243 - COVERED
P
2013-04-23
2019-12-31
c
STATE STREET - 6243 - NONCOVERED
P
2011-07-28
2019-12-31
d
CAPITAL GAINS DIVIDENDS
P
e
(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
323,694
283,340
40,354
b
1,810,462
1,648,785
161,677
c
332,899
227,619
105,280
d
10,079
10,079
e
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
40,354
b
161,677
c
105,280
d
10,079
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
317,390
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
...................
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?
Yes
No
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))
2018
241,983
4,767,403
0.050758
2017
219,929
4,444,308
0.049486
2016
177,000
3,665,346
0.048290
2015
151,425
3,100,781
0.048834
2014
128,750
2,729,496
0.047170
2
Total
of line 1, column (d)
.....................
2
0.244538
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.048908
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
4,825,148
5
Multiply line 4 by line 3
......................
5
235,988
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,763
7
Add lines 5 and 6
........................
7
239,751
8
Enter qualifying distributions from Part XII, line 4
,.............
8
241,932
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
3,763
here
and 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
3,763
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
3,763
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,760
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
1,760
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
55
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
2,058
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
PA
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 2019 or the taxable year beginning in 2019? See the 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.
...............................
10
Yes
Form
990-PF
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
TREASURER
Telephone no.
(610) 682-6361
Located at
DEKA ROAD
LYON STATION
PA
ZIP+4
19536
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
,
PA
19522
DANIEL D BREIDEGAM
VICE PRESIDENT
1.00
0
0
0
214 DEYSHER ROAD
FLEETWOOD
,
PA
19522
CHRISTOPHER E PRUITT
SECRETARY
1.00
0
0
0
214 DEYSHER ROAD
FLEETWOOD
,
PA
19522
CHRISTINA WEEBER
TREASURER
1.00
0
0
0
214 DEYSHER ROAD
FLEETWOOD
,
PA
19522
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
4,930,693
b
Average of monthly cash balances
.......................
1b
69,455
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
5,000,148
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
5,000,148
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
175,000
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
4,825,148
6
Minimum investment return.
Enter 5% of line 5
..................
6
241,257
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
241,257
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
3,763
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3,763
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
237,494
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
237,494
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
237,494
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
241,932
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
241,932
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
3,763
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
238,169
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
237,494
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
6,443
f
Total
of lines 3a through e
........
6,443
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
241,932
a
Applied to 2018, 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 2019 distributable amount
.....
237,494
e
Remaining amount distributed out of corpus
4,438
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
10,881
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10,881
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
6,443
e
Excess from 2019
....
4,438
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ABILITIES IN MOTION
210 N 5TH STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO HELP INDIVIDUALS WITH A DISABILITY
1,000
ALLENTOWN RESCUE MISSION
355 HAMILTON STREET
ALLENTOWN
,
PA
18101
NONE
PUBLIC CHARITY
TO RESTORE FAMILIES AND COMMUNITIES
1,000
AMERICAN RED CROSS
701 CENTRE AVE
READING
,
PA
19601
NONE
PUBLIC CHARITY
2013 HEROES
2,500
ANGEL 34 FOUNDATION
5611 HEMLOCK PLACE
OREFIELD
,
PA
18069
NONE
PUBLIC CHARITY
TO FIND A CURE AND TREATMENT FOR CHILDHOOD CANCER
1,000
BCTV
1900 NORTH 13TH STREET
READING
,
PA
19604
NONE
PUBLIC CHARITY
CAPITAL CAMPAIGN
1,000
BERKS AREA MOUNTAIN BIKING ASSOCIATION
PO BOX 6121
READING
,
PA
19610
NONE
PUBLIC CHARITY
TO CREATE, ENHANCE AND PRESERVE TRAIL EXPERIENCES
5,000
BERKS CAREER AND TECHNOLOGY
1057 COUNTY ROAD
LEESPORT
,
PA
19533
NONE
PUBLIC CHARITY
STEAM CON
500
BERKS COMMUNITY HEALTH CENTER
838 PENN STREET
READING
,
PA
19602
NONE
PUBLIC CHARITY
TO PROVIDE HIGH QUALITY HEALTHCARE
2,500
BERKS COUNTY CHAPTER OF THE BPUSA
118 WOODROW AVE
SINKING SPRING
,
PA
19608
NONE
PUBLIC CHARITY
TO HELP GRIEVING PARENTS AND FAMILIES
500
BERKS ENCORE
40 NORTH NINTH STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO ENHANCE AND DEVELOP AGING INDIVIDUALS
2,500
BERKS HISTORY CENTER
940 CENTRE AVENUE
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO BUILD AN UNDERSTANDING OF HISTORY
1,000
BERKS WOMEN IN CRISISSAFE BERKS
255 CHESTNUT STREET
READING
,
PA
19602
NONE
PUBLIC CHARITY
TO PROVIDE A SAFE HAVEN FOR VICTIMS
5,000
BERKS YOUTH CHORUS
201 WASHINGTON STREET SUITE 506B
READING
,
PA
196014040
NONE
PUBLIC CHARITY
ENCOURAGE APPRECIATION OF MUSIC
3,000
BIG IMPACT GROUP OF SCHUYLKILL COUNTY INC
111 EAST NORWEGIAN STREET SUITE 200
POTTSVILLE
,
PA
17901
NONE
PUBLIC CHARITY
PROVIDE POSITIVE MENTORIGN EXPERIENCE TO YOUTH
2,000
BIG VISION FOUNDATION
1098 COUNTY WELFARE RD
LEESPORT
,
PA
19533
NONE
PUBLIC CHARITY
JENNIE FINCH NIGHT
1,500
BRANDYWINE HEIGHTS AREA SD
200 W WEIS ST
TOPTON
,
PA
19562
NONE
PUBLIC CHARITY
TO PROVIDE SCOREBOARD AND BACKPACKS
8,000
BURN PREVENTION NETWORK
236 N 17TH STREET FLOOR 2
ALLENTOWN
,
PA
18104
NONE
PUBLIC CHARITY
PROVIDE BURN INJURY PREVENTION EDUCATION
2,500
CARON TREATMENT CENTERS
PO BOX 150
WERNERSVILLE
,
PA
19565
NONE
PUBLIC CHARITY
FOR SPONSORSHIP FOR THE 2015 ANNUAL DINNER
2,500
CATHOLIC CHARITIES DIOCESE OF ALLENTOWN
4029 W TILGHMAN STREET
ALLENTOWN
,
PA
18105
NONE
PUBLIC CHARITY
TO SUPPORT THE CHURCH'S TEACHINGS
1,000
CENTRO HISPANO DANIEL TORRES
501 WASHINGTON STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO SUPPORT AND ENHANCE LATINO ACCULTURATION
5,000
CHARITON VALLEY REGIONAL HOUSING TRUST FD
307 N 13TH STREET
CENTERVILLE
,
IA
52544
NONE
PUBLIC CHARITY
TO PROVIDE SAFE AND AFFORDABLE HOUSING
2,500
CHILDREN'S DYSLEXIA CENTER OF READING PA
430 SOUTH SEVENTH AVENUE
WEST READING
,
PA
19611
NONE
PUBLIC CHARITY
TO PROVIDE FREE TUTORING FOR CHILDREN WITH DYSLEXIA
1,000
CHILDREN'S HOME OF READING
1010 CENTRE AVENUE
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO PROVIDE PROGRAMS FOR ADOLESCENTS
3,000
CHRIST MERTZ LUTHERAN CHURCH
16 FLEETWOOD ROAD
FLEETWOOD
,
PA
19522
NONE
PUBLIC CHARITY
CHURCH MAINTENANCE
20,000
COMMON GROUND RECOVERY COMMUNITY
5 N WYOMISSING BLVD
WYOMISSING
,
PA
19610
NONE
PUBLIC CHARITY
TO SUPPORT INDIVIDUALS RECOVERING FROM ADDICTION
1,000
COMMUNITY PARTNERS 4 KIDS
1521 MINESITE RD
ALLENTOWN
,
PA
18103
NONE
PUBLIC CHARITY
AWS PROGRAM
5,000
CONCERN - PROFESSIONAL SERVICES FOR CHILDREN YOUTH AND FAMILIES
ONE WEST MAIN STREET
FLEETWOOD
,
PA
19522
NONE
PUBLIC CHARITY
TO PROVIDE QUALITY CHILD WELFARE SERVICES
2,500
CONESTOGA CHRISTIAN SCHOOL
2760 MAIN STREET
MORGANTOWN
,
PA
19543
NONE
PUBLIC CHARITY
TO PROVIDE A QUALITY EDUCATION PROGRAM
750
CYSTIC FIBROSIS FUND OF BERKS COUNTY
237 COURT STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO HELP ACHIEVE CHARITABLE OBJECTIVES FOR RESIDENTS OF BERKS COUNTY
1,500
DESMOID TUMOR RESEARCH FOUNDATION
PO BOX 273
SUFFERN
,
NY
10901
NONE
PUBLIC CHARITY
RESEARCH ON DESMOID TUMORS
1,000
EASTER SEALS- EASTERN PENNSYLVANIA
1501 LEHIGH STREET
ALLENTOWN
,
PA
181033880
NONE
PUBLIC CHARITY
TO ASSIST THOSE WITH DISABILITIES
672
EDEN FARM EQUINE SANCTUARY INC
5181 PA-419
WOMELSDORF
,
PA
19567
NONE
PUBLIC CHARITY
TO RESCUE ABUSED AND UNWANTED EQUINES
500
EXETER COMMUNITY EDUCATION FOUNDATION
200 ELM STREET
READING
,
PA
19606
NONE
PUBLIC CHARITY
TO ASSIST THE EXETER MUSIC DEPARTMENT
1,500
FAMILY CARE FOR CHILDREN AND YOUTH INC
25 BELFORD BLVD
MILTON
,
PA
17847
NONE
PUBLIC CHARITY
FOSTER CARE SERVICE AGENCY
500
FAMILY GUIDANCE CENTER
1235 PENN AVENUE
WYOMISSING
,
PA
19610
NONE
PUBLIC CHARITY
TO PROMOTE AND SUPPORT THE PERSONAL AND PROFESSIONAL GROWTH OF PEOPLE IN BERKS COUNTY
2,500
FLEETWOOD AREA BASEBALL ASSOCIATION
PO BOX 534
FLEETWOOD
,
PA
19522
NONE
PUBLIC CHARITY
TO PROVIDE DUGOUTS
2,000
FLEETWOOD ROTARY CHARITABLE FOUNDATION
6 WILLOW STREET INDUSTRIAL PARK
FLEETWOOD
,
PA
19522
NONE
PUBLIC CHARITY
TEACH ME TO READ PROGRAM
4,000
FLEETWOOD YMCA
631 WASHINGTON STREET
READING
,
PA
19603
NONE
PUBLIC CHARITY
FOR YOUTH DEVELOPMENT AND HEALTHY LIVING
500
FOUNDATION FOR RACC
10 SOUTH SECOND STREET PO BOX 1706
READING
,
PA
19603
NONE
PUBLIC CHARITY
TO ENCOURAGE SUPPORT AND INVESTMENT IN RACC
3,500
FRIEND INC
658D NOBLE STREET
KUTZTOWN
,
PA
19530
NONE
PUBLIC CHARITY
TO HELP FIGHT HUNGER
1,000
FRIENDS OF READING HOSPITAL
PO BOX 16052
READING
,
PA
19612
NONE
PUBLIC CHARITY
TO HELP SUPPORT THE HOSPITAL AND THE COMMUNITY
1,000
GIRL SCOUTS OF EASTERN PA
330 MANOR ROAD
MIQUON
,
PA
194449906
NONE
PUBLIC CHARITY
TO HELP GIRLS BUILD COURAGE, CONFIDENCE, AND CHARACTER
10,000
GIRLS ON THE RUN OF BERKS COUNTY
201 WASHINGTON STREET STE 537
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO FURTHER THE HEALTH AND WELLNESS OF YOUNG GIRLS IN THE COMMUNTITY
2,500
GREATER BERKS FOOD BANK
117 MORGAN DRIVE
READING
,
PA
19608
NONE
PUBLIC CHARITY
TO FEED THE HUNGRY AND DISTRIBUTE FOOD TO PEOPLE IN NEED
5,000
HAMBURG PUBLIC LIBRARY
35 N 3RD STREET
HAMBURG
,
PA
19526
NONE
PUBLIC CHARITY
TO SUPPORT AND ENCOURAGE READING
500
HANNAH'S HOPE MINISTRIES
300 CHURCH STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO ASSIST HOMELESS SINGLE MOTHERS ACHIEVE A BETTER LIFE FOR THEMSELVES AND THEIR CHILDREN
3,000
HISTORICAL SOCIETY OF BERKS COUNTY
940 CENTRE AVENUE
READING
,
PA
19601
NONE
PUBLIC CHARITY
SUPPORT HISTORIC PRESERVATION, RESEARCH & EDUCATION
2,500
HOPE RESCUE MISSION
645 NORTH 6TH STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO HELP MEN SEEKING REFUGE AND LIFE RESTORATION
1,000
HUMANE PENNSYLVANIA
1801 N 11TH STREET
READING
,
PA
19604
NONE
PUBLIC CHARITY
TO DELIVER VETERINARY SERVICES
500
IRON WARRIORS INC
316 SPOHN RD
READING
,
PA
19608
NONE
PUBLIC CHARITY
TO SUPPORT TO US MILITARY VETERANS
1,000
JEWISH FEDERATION OF READING
1100 BERKSHIRE BLVD 125
WYOMISSING
,
PA
19610
NONE
PUBLIC CHARITY
TO CULTIVATE THE JEWISH COMMUNITY
1,000
JROTC
2 FOX HEDGE RD
COLTS NECK
,
NJ
07722
NONE
PUBLIC CHARITY
TO PROVIDE EQUITABLE ACADEMIC CONTENT
2,000
JUNIOR ACHIEVEMENT OF SOUTHEASTERN PA
994 OLD EAGLE SCHOOL ROAD SUIT 1014
WAYNE
,
PA
19087
NONE
PUBLIC CHARITY
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED
1,000
KAHS AWARD
50 TREXLER AVENUE
KUTZTOWN
,
PA
19530
NONE
PUBLIC CHARITY
PROVIDE A SCHOLARSHIP FOR A KUTZTOWN SCHOOL DISTRICT
1,000
LEHIGH VALLEY CENTER FOR INDEPENDENT LIVING
713 N 13TH STREET
ALLENTOWN
,
PA
18102
NONE
PUBLIC CHARITY
TO PROVIDE SUPPORT TO PEOPLE WITH DISABILITIES
500
LEUKEMIA & LYMPHOMA SOCIETY
100 N 20TH STREET SUITE 405
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
TO FIND A CURE FOR LEUKEMIA AND LYMPHOMA DISEASE
1,500
LION JAMES E MILLER CHARITABLE FOUNDATION
402 MEGAN COURT
KENNETT SQUARE
,
PA
19348
NONE
PUBLIC CHARITY
KEMPTON LIONS CLUB - LEASER LAKE
250
LITERACY COUNCIL OF READING-BERKS
35 SOUTH DWIGHT STREET
WEST LAWN
,
PA
196091830
NONE
PUBLIC CHARITY
FOR THE HEP SCHOLARSHIP FUND
1,000
MAKE A WISH FOUNDATION
5 VALLEY SQUARE SUITE 210
BLUE BELL
,
PA
19422
NONE
PUBLIC CHARITY
TO FULLFILL THE WISHES OF TERMINALLY ILL CHILDREN
3,000
MARCH OF DIMES
252 BRODHEAD ROAD STE 400
BETHLEHEM
,
PA
18017
NONE
PUBLIC CHARITY
TO IMPROVE THE HEALTH OF BABIES
2,500
MASONIC CHARITIES
ONE MASONIC DRIVE
ELIZABETHTOWN
,
PA
170229964
NONE
PUBLIC CHARITY
TO HELP CHILDREN DEVELOP BRIGHT FUTURES
1,000
MOMENT OF PEACE ADVENTURES
PO BOX 775
OLEY
,
PA
19547
NONE
PUBLIC CHARITY
TO SUPPORT YOUTH IN FINDING A MOMENT OF PEACE IN AN OUTDOOR ADVENTURE
6,000
MUSCULAR DISTROPHY ASSOCIATION
400 W WISCONSIN AVE
MILWAUKEE
,
WI
53202
NONE
PUBLIC CHARITY
BLACK N BLUE BALL
1,500
NATIONAL MS SOCIETY
30 S 17TH STREET SUITE 800
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
ANNUAL FUND
1,260
NEIGHBORHOOD HOUSING SERVICES
239 N 10TH STREET
ALLENTOWN
,
PA
18102
NONE
PUBLIC CHARITY
TO HELP FIRST-TIME HOMEBUYERS
3,000
NYFEA
BOX 20326
MONTGOMERY
,
AL
36120
NONE
PUBLIC CHARITY
2019 INSTITUTE COMMITTEE
500
OLEY FIRE COMPANY AMBULANCE
2 LYNX DRIVE
OLEY
,
PA
19547
NONE
PUBLIC CHARITY
TO SUPPORT THE AMBULANCE SERVICE IN THE AREA
3,000
OLEY VALLEY COMMUNITY BENEFIT ASSOCIATION
36 ANNABETH ROAD
OLEY
,
PA
19547
NONE
PUBLIC CHARITY
TO HELP BRING SPIRTITUAL AND FINANCIAL SUPPORT TO COMMUNITY MEMBERS
3,000
OLEY VALLEY COMMUNITY EDUCATION FOUNDATION
PO BOX 331
OLEY
,
PA
19547
NONE
PUBLIC CHARITY
FOR THE DR. ZACKON 5K MEMORIAL FUND
1,000
OLEY VALLEY COMMUNITY FAIR ASSOCIATION
PO BOX 55
OLEY
,
PA
19547
NONE
PUBLIC CHARITY
TO FUND THE OLEY VALLEY COMMUNITY FAIR ASSOCAITION
2,500
OLEY VALLEY SCHOOL DISTRICT
17 JERFFERSON STREET
OLEY
,
PA
19547
NONE
PUBLIC CHARITY
TO FUND THE ELECTRONIC SCOREBOARD
500
OPPORTUNITY HOUSE
430 N 2ND STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO EDUCATE AND EMPOWER PEOPLE
1,000
OPTIMIST CLUB OF KUTZTOWN FOUNDATION
PO BOX 123
KUTZTOWN
,
PA
19530
NONE
PUBLIC CHARITY
TO SPONSOR THE YOUTH OF THE COMMUNITY
1,000
PENN STATE HEALTH
2500 BERNVILLE ROAD
READING
,
PA
19605
NONE
PUBLIC CHARITY
GOLF TOURNAMENT
8,000
PENNSYLVANIA FREE ENTERPRISE WEEK
3076 W 12TH STREET
ERIE
,
PA
16505
NONE
PUBLIC CHARITY
SUMMER PROGRAM
1,250
PROSPECTUS BERCO
840 WILLIAM LANE
READING
,
PA
19604
NONE
PUBLIC CHARITY
TO INSPIRE PEOPLE WITH DISABILITIES AND SPECIAL NEEDS
5,000
READING CHORAL SOCIETY
201 WASHINGTON STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO FOSTER CHORAL MUSIC IN READING AND BERKS COUNTY COMMUNITY
1,000
READING FAIR
645 PENN STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
AGRICULTURAL/HORTICULTURAL
5,000
READING MUSICAL FOUNDATION
PO BOX 14835
READING
,
PA
196124835
NONE
PUBLIC CHARITY
TO CONTRIBUTE TO THE SALLY S BREIDEGAM MIKSIEWICZ SCHOLARSHIP FUND
2,500
READING POPS ORCHESTRA
3314 REEDY ROAD
SINKING SPRING
,
PA
19608
NONE
PUBLIC CHARITY
TO PROMOTE MUSICAL ARTS
500
READING PUBLIC LIBRARY FOUNDATION
100 SOUTH FIFTH STREET
READING
,
PA
19603
NONE
PUBLIC CHARITY
TO SUPPORT AND ENCOURAGE READING IN THE COMMUNITY
1,000
READING PUBLIC MUSEUM
500 MUSEUM ROAD
READING
,
PA
19611
NONE
PUBLIC CHARITY
TO EDUCATE AND ENLIGHTEN THROUGH ART, SCIENCE, AND CIVILIZATION
1,000
READING SCIENCE CENTER
645 PENN STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO PRESENT SCIENCE CONCEPTS TO THE PUBLIC
2,500
READING SYMPHONY ORCHESTRA
147 N 5TH STREET SUITE 4
READING
,
PA
196013494
NONE
PUBLIC CHARITY
TO PROMOTE MUSIC IN THE COMMUNITY
6,000
SALVATION ARMY
301 S 5TH STREET
READING
,
PA
19602
NONE
TO MEET HUMAN NEEDS WITHOUT DISCRIMINATION
1,000
SHADY HOLLOW ASSISTED RIDING
959 E MAIN STREET
BIRDSBORO
,
PA
19508
NONE
PUBLIC CHARITY
TO PROVIDE A THERAPEUTIC AND EDUCATIONAL EQUINE ENVIRONMENT
250
SOUTH MOUNTAIN YMCA
201 CUSHION PEAK ROAD
REINHOLDS
,
PA
17569
NONE
PUBLIC CHARITY
TO CONTRIBUTE TO THE REACH OUT FOR YOUTH CAMPAIGN
2,000
ST JUDES CHILDREN'S RESEARCH HOSPITAL
501 ST JUDES PLACE
MEMPHIS
,
TN
38105
NONE
PUBLIC CHARITY
TO ASSIST IN CHILDRENS CANCER RESEARCH
1,000
ST PAUL'S LUTHERAN CHURCH
117 EAST ARCH STREET
FLEETWOOD
,
PA
19522
NONE
PUBLIC CHARITY
PROMOTE RELIGIOUS ACTIVITIES
1,000
THE JUNIOR LEAGUE OF READING PA INC
1520 PENN AVENUE
READING
,
PA
19610
NONE
PUBLIC CHARITY
FOR THE ANNUAL GENERAL SPONSORSHIP
2,000
UNITED WAY OF BERKS COUNTY
501 WASHINGTON STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO HELP SUPPORT LOCAL NONPROFIT ORGANIZATIONS SERVING VULNERABLE NEIGHBORHOODS
15,000
UNIVERSITY OF THE AFTERMARKET FOUNDATION
7101 WISCONSIN AVE
BETHESDA
,
MD
20814
NONE
PUBLIC CHARITY
TO SUPPORT AFTERMARKET EDUCATION PROGRAMS AND RESEARCH
2,500
VETERANS MAKING A DIFFERENCE
645 N 6TH STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
HELPING VETERANS IN NEED IN BERKS COUNTY
1,000
VOICEUP BERKS
201 WASHINGTON STREET SUITE 547
READING
,
PA
19601
NONE
PUBLIC CHARITY
TO SUPPORT VOLUNTEER OPPORTUNITIES IN BERKS COUNTY
5,000
WAYNE COUNTY HOSPITAL AUXILARY
601 PARK STREET
HONESDALE
,
PA
18431
NONE
PUBLIC CHARITY
TO HONOR LOVED ONES
5,000
WILSON EDUCATION FOUNDATION
2601 GRANDVIEW BLVD
WEST LAWN
,
PA
19609
NONE
PUBLIC CHARITY
TO IMPACT STUDENTS LIVES BY SUPPORTING WILSON SCHOOL DISTRICT
500
WORLD OCEAN SCHOOL
BOSTON FISH PIER WEST BUILDING 212
NORTHERN AVE SUITE 301A
BOSTON
,
MA
02210
NONE
PUBLIC CHARITY
TO EMPOWER STUDENTS OF DIVERSE BACKGROUNDS
1,000
YMCA OF READING AND BERKS COUNTY
631 WASHINGTON STREET
READING
,
PA
19601
NONE
PUBLIC CHARITY
ANNUAL FUND
1,000
Total
.................................
3a
241,932
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
99,049
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
317,390
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
416,439
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
416,439
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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) (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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description