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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$6,659,426J 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) 325,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 108,143 108,143  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 129,363
b Gross sales price for all assets on line 6a 414,656
7 Capital gain net income (from Part IV, line 2)... 129,363
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........ 562,506 237,506  
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)....... Click to see attachment 1,500 0   0
c Other professional fees (attach schedule).... Click to see attachment 49,301 49,301   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,626 2,775   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.......... 55,427 52,076   0
25 Contributions, gifts, grants paid....... 315,283 315,283
26 Total expenses and disbursements. Add lines 24 and 25 370,710 52,076   315,283
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 191,796
b Net investment income (if negative, enter -0-) 185,430
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 28,638 21,503 21,503
2 Savings and temporary cash investments......... 72,510 151,933 151,933
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)....... 3,293,419 Click to see attachment3,412,927 1,313,050
c Investments—corporate bonds (attach schedule)....... 1,272,443 Click to see attachment1,272,443 5,172,940
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) 4,667,010 4,858,806 6,659,426
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 Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 4,667,010 4,858,806
29 Total net assets or fund balances (see instructions)..... 4,667,010 4,858,806
30 Total liabilities and net assets/fund balances (see instructions). 4,667,010 4,858,806
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
4,667,010
2
Enter amount from Part I, line 27a .....................
2
191,796
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,858,806
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 29 .
6
4,858,806
Form 990-PF (2021)
Form 990-PF (2021)
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 DFA EMERGING MARKETS CORE EQUITY FD P 2015-12-23 2021-06-29
b VANGUARD FTSE ALL WORLD EX SMALL CAP P 2019-08-12 2021-06-29
c CAPITAL GAINS DIVIDENDS P    
d
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 6,687   3,959 2,728
b 386,134   281,334 104,800
c 21,835     21,835
d
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       2,728
b       104,800
c       21,835
d
e
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 2 129,363
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,577
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 2,577
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,177
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 5,177
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 2,600
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,600 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletTREASURER 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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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 DEC 062321 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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    6,329,016
    b
    Average of monthly cash balances.......................
    1b
    128,655
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,457,671
    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
    6,457,671
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    225,000
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,232,671
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    311,634
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    311,634
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,577
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,577
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    309,057
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    309,057
    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 XII, line 1 ...
    7
    309,057
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 309,057
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 6,344
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 315,283
    a Applied to 2020, but not more than line 2a 6,344
    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 2021 distributable amount..... 308,939
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		118
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation 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 DEC 062321
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AGRICULTURAL AND HORTICULTURAL ASSOCIATION OF BERKS COUNTY
    PO BOX 530
    LEESPORT,PA19533     		NONE PUBLIC CHARITY TO PROVIDE EDUCATIONAL OPPORTUNITIES IN THE AREAS OF AGRICULTURE, HORTICULTURE, AND THE HOME ARTS TO BOTH YOTUH AND ADULTS. 1,000
    ALLENTOWN SYMPHONY ASSOCIATION
    23 N 6TH STREET
    ALLENTOWN,PA181011431     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR A FIRST-CLASS SYMPHONY ORCHESTRA AND HALL 3,500
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE 17TH FLOOR
    CHICAGO,IL606017633     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR ALZHEIMER'S CARE, SUPPORT, AND RESEARCH. 500
    AMERICAN RED CROSS
    701 CENTRE AVE
    READING,PA19601     		NONE PUBLIC CHARITY 2013 HEROES 40,000
    ANGEL 34 FOUNDATION
    5611 HEMLOCK PLACE
    OREFIELD,PA18069     		NONE PUBLIC CHARITY TO FIND A CURE AND TREATMENT FOR CHILDHOOD CANCER 1,000
    ANIMAL RESCUE LEAGUE OF BERKS COUNTY
    58 KENNEL RD
    BIRDSBORO,PA19508     		NONE PUBLIC CHARITY TO SUPPORT RESUCE AINMALS 1,000
    AUTISM SOCIETY OF BERKS
    PO BOX 6683
    WYOMISSING,PA19610     		NONE PUBLIC CHARITY TO PROVIDE OPPORTNITIES, RESOURCES, AND SUPPORT TO THOSE AFFECTED BY AUTISM 500
    BASEBALLTOWN CHARITIES
    PO BOX 15050
    READING,PA19612     		NONE PUBLIC CHARITY TO SUPPORT BASEBALL FOR THOSE WITH SPECIAL NEEDS 1,000
    BCTV
    1900 NORTH 13TH STREET
    READING,PA19604     		NONE PUBLIC CHARITY CAPITAL CAMPAIGN 1,000
    BERKS COMMUNITY HEALTH CENTER
    838 PENN STREET
    READING,PA19602     		NONE PUBLIC CHARITY TO PROVIDE HIGH QUALITY HEALTHCARE 1,000
    BERKS COUNTY TENNIS ASSOCIATION
    PO BOX 5961
    WYOMISSING,PA19610     		NONE PUBLIC CHARITY TO SUPPORT THE LEGENDS OF TENNIS PROGRAM 1,200
    BERKS HISTORY CENTER
    940 CENTRE AVENUE
    READING,PA19601     		NONE PUBLIC CHARITY TO BUILD AN UNDERSTANDING OF HISTORY AND HELP UPGRADE THEIR HEATING SYSTEM 11,000
    BERKS NATURE
    25 NORTH 11TH STREET
    READING,PA19601     		NONE PUBLIC CHARITY TO SUPPORT NATURAL CONSERVATIVE ACTIVITIES 1,000
    BIG BROTHERS BIG SISTERS OF BERKS COUNTY PA
    303 WINDSOR ST CENTRE PARK
    READING,PA19601     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR AT-RISK YOUTH 1,000
    BOY SCOUTS OF AMERICA
    200 CLAY ROAD
    MERTZTOWN,PA19539     		NONE PUBLIC CHARITY TO SUPPORT MINSI TRAILS COUNCIL 3,000
    BRANDYWINE HEIGHTS COMMUNITY TASK FORCE
    200 W WEIS ST
    TOPTON,PA19562     		NONE PUBLIC CHARITY TO HELP THE BRANDYWINE COMMUNITY GROW 1,000
    BREAST CANCER SUPPORT SERVICES OF BERKS COUNTY
    529 READING AVE SUITE C
    WEST READING,PA19611     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR PEOPLE AFFECTED BY BREAST CANCER 1,000
    BURN PREVENTION NETWORK
    236 N 17TH STREET FLOOR 2
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY PROVIDE BURN INJURY PREVENTION EDUCATION 1,500
    CAMELOT FOR CHILDREN
    2354 W EMMAUS AVE
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO PROVIDE OPPORTUNITIES TO CHILDREN WITH DISABILITIES AND ILLNESSES 2,500
    CARON TREATMENT CENTERS
    PO BOX 150
    WERNERSVILLE,PA19565     		NONE PUBLIC CHARITY FOR SPONSORSHIP FOR THE 2015 ANNUAL DINNER 2,500
    CENTER FOR HUMANISTIC CHANGE
    555 UNION BLVD SUITE 7 2ND FLOOR
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR EDUCATION AND LIFE SKILLS TRAINING 1,000
    CHRIST MERTZ LUTHERAN CHURCH
    16 FLEETWOOD ROAD
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY CHURCH MAINTENANCE 15,000
    CIRCLE OF FREEDOM - IOWA
    400 E 4TH ST
    SEYMOUR,IA52590     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR RELIGIOUS SERVICES 5,750
    CLARE OF ASSISI HOUSE
    325 S 12TH ST
    READING,PA19602     		NONE PUBLIC CHARITY TO SUPPORT TRANSITIONAL LIVING FOR WOMAN 1,000
    COMMON GROUND RECOVERY COMMUNITY
    5 N WYOMISSING BLVD
    WYOMISSING,PA19610     		NONE PUBLIC CHARITY TO SUPPORT INDIVIDUALS RECOVERING FROM ADDICTION 1,000
    COMMUNITIES IN SCHOOLS
    739 N 12TH ST
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO HELP KIDS STAY IN SCHOOL 5,000
    CONCERN - PROFESSIONAL SERVICES FOR CHILDREN YOUTH AND FAMILIES
    ONE WEST MAIN STREET
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY TO PROVIDE QUALITY CHILD WELFARE SERVICES 1,000
    CRIME ALERT BERKS COUNTY
    600 N PARK ROAD
    WYOMISSING,PA19610     		NONE PUBLIC CHARITY TO SUPPORT ANNUAL BREAKFAST 1,000
    DAYSPRING HOMES INC
    250 S 12TH ST
    READING,PA19602     		NONE PUBLIC CHARITY TO HELP THE ONGOING NEEDS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 1,000
    DESMOID TUMOR RESEARCH FOUNDATION
    PO BOX 273
    SUFFERN,NY10901     		NONE PUBLIC CHARITY RESEARCH ON DESMOID TUMORS 1,000
    FAMILY CARE FOR CHILDREN AND YOUTH INC
    25 BELFORD BLVD
    MILTON,PA17847     		NONE PUBLIC CHARITY FOSTER CARE SERVICE AGENCY 1,000
    FAMILY GUIDANCE CENTER
    1235 PENN AVENUE
    WYOMISSING,PA19610     		NONE PUBLIC CHARITY TO PROMOTE AND SUPPORT THE PERSONAL AND PROFESSIONAL GROWTH OF PEOPLE IN BERKS COUNTY 2,500
    FAMILY PROMISE OF LEHIGH VALLEY
    1346 HAMILTON ST
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR HOMELESS CHILDREN AND FAMILIES 1,000
    FLEETWOOD AREA PUBLIC LIBRARY
    110 ARCH STREET
    FLEETWOOD,PA19522     		NONE PUBLIC CHARITY SUPPORT COMMUNITY LITERACY 10,000
    FOUNDATION FOR RACC
    10 SOUTH SECOND STREET PO BOX 1706
    READING,PA19603     		NONE PUBLIC CHARITY TO ENCOURAGE SUPPORT AND INVESTMENT IN RACC 6,250
    FRATERNAL ORDER OF EAGLES
    209 W MAIN ST
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR THE ANGEL TREE PROJECT 1,000
    FRIEND INC
    658D NOBLE STREET
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY TO HELP FIGHT HUNGER 7,250
    FRIENDS OF BERKS COUNTY PUBLIC LIBRARIES
    237 COURT STREET
    READING,PA19601     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR LOCAL LIBRARIES 500
    GIRL SCOUTS OF EASTERN PA
    330 MANOR ROAD
    MIQUON,PA194449906     		NONE PUBLIC CHARITY TO HELP GIRLS BUILD COURAGE, CONFIDENCE, AND CHARACTER 13,333
    GIRLS ON THE RUN OF BERKS COUNTY
    201 WASHINGTON STREET STE 537
    READING,PA19601     		NONE PUBLIC CHARITY TO FURTHER THE HEALTH AND WELLNESS OF YOUNG GIRLS IN THE COMMUNTITY 2,500
    GOOD SHEPHERD REHABILITATION
    850 SOUTH 5TH STREET
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY RESTORING LIVES BY REHABILITATION 2,500
    HAMBURG PUBLIC LIBRARY
    35 N 3RD STREET
    HAMBURG,PA19526     		NONE PUBLIC CHARITY TO SUPPORT AND ENCOURAGE READING 1,000
    HANNAH'S HOPE MINISTRIES
    300 CHURCH STREET
    READING,PA19601     		NONE PUBLIC CHARITY TO ASSIST HOMELESS SINGLE MOTHERS ACHIEVE A BETTER LIFE FOR THEMSELVES AND THEIR CHILDREN 5,000
    HELPING HARVEST
    117 MORGAN DRIVE
    READING,PA19608     		NONE PUBLIC CHARITY TO FEED THE HUNGRY AND DISTRIBUTE FOOD TO PEOPLE IN NEED 5,000
    HOPE RESCUE MISSION
    645 NORTH 6TH STREET
    READING,PA19601     		NONE PUBLIC CHARITY TO HELP MEN SEEKING REFUGE AND LIFE RESTORATION 7,000
    HUMANE PENNSYLVANIA
    1801 N 11TH STREET
    READING,PA19604     		NONE PUBLIC CHARITY TO DELIVER VETERINARY SERVICES 500
    IM ABLE FOUNDATION
    220 N PARK ROAD
    WYOMISSING,PA19610     		NONE PUBLIC CHARITY TO SUPPORT PEOPLE AFFECTED BY DISABILITIES 2,500
    JUNIOR LEAGUE OF READING PA INC
    1520 PENN AVENUE
    READING,PA19610     		NONE PUBLIC CHARITY FOR THE ANNUAL GENERAL SPONSORSHIP 1,000
    KUTZTOWN AREA SCHOOL DISTRICT
    251 LONG LANE RD
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY TO PROVIDE SCHOLARSHIPS AND SUPPORT FOR SENIOR AWARDS 5,200
    KUTZTOWN COMMUNITY LIBRARY
    70 BIEBER ALLEY
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY TO ENCOURAGE READING 2,500
    KUTZTOWN FAIR ASSOCIATION
    450 WENTZ ST
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR THE KUTZTOWN FAIR 3,000
    LAUER'S PARK ELEMENTARY SCHOOL
    251 N 2ND ST
    READING,PA19601     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR THE STEAM PLAYGROUND 2,500
    LEHIGH VALLEY CENTER FOR INDEPENDENT LIVING
    713 N 13TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT TO PEOPLE WITH DISABILITIES 500
    LEUKEMIA & LYMPHOMA SOCIETY
    100 N 20TH STREET SUITE 405
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY TO FIND A CURE FOR LEUKEMIA AND LYMPHOMA DISEASE 3,000
    LGBT CENTER OF GREATER READING
    640 CENTRE AVENUE
    READING,PA19601     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT SERVICES FOR THE LGBT COMMUNITY 1,000
    LITERACY COUNCIL OF READING-BERKS
    35 SOUTH DWIGHT STREET
    WEST LAWN,PA196091830     		NONE PUBLIC CHARITY FOR THE HEP SCHOLARSHIP FUND 2,000
    MAKE A WISH FOUNDATION
    5 VALLEY SQUARE SUITE 210
    BLUE BELL,PA19422     		NONE PUBLIC CHARITY TO FULLFILL THE WISHES OF TERMINALLY ILL CHILDREN 2,000
    MASONIC CHARITIES
    ONE MASONIC DRIVE
    ELIZABETHTOWN,PA170229964     		NONE PUBLIC CHARITY TO HELP CHILDREN DEVELOP BRIGHT FUTURES 1,000
    MORAVIAN VILLAGE OF BETHLEHEM
    526 WOOD STREET
    BETHLEHEM,PA18018     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR THE SENIOR LIVING FOUNDATION 2,500
    NATIONAL MS SOCIETY
    30 S 17TH STREET SUITE 800
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY ANNUAL FUND 3,000
    NEW JOURNEY COMMUNITY OUTREACH
    138 S 6TH ST
    READING,PA19602     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR A DAILY SOUP KITCHEN, WEEKLY FOOD PANTRY, AND WEEKLY CLOTHING CENTER FOR INDIVIDUALS AND FAMILIES IN NEED 3,000
    OLEY VALLEY COMMUNITY EDUCATION FOUNDATION
    PO BOX 331
    OLEY,PA19547     		NONE PUBLIC CHARITY FOR THE DR. ZACKON 5K MEMORIAL FUND 1,000
    OLIVET BOYS AND GIRLS CLUB
    1161 PERSHING BOULEVARD
    READING,PA19611     		NONE PUBLIC CHARITY TO HELP CHILDREN BUILD BRIGHT FUTURES 2,500
    OPTIMIST CLUB OF KUTZTOWN FOUNDATION
    PO BOX 123
    KUTZTOWN,PA19530     		NONE PUBLIC CHARITY TO SPONSOR THE YOUTH OF THE COMMUNITY 1,000
    PARKLAND SCHOOL DISTRICT EDUCATION FOUNDATION
    1210 SPRINGHOUSE RD
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO SUPPORT LOCAL EDUCATION 2,500
    PENN STATE HEALTH
    2500 BERNVILLE ROAD
    READING,PA19605     		NONE PUBLIC CHARITY GOLF TOURNAMENT 10,000
    PENNSYLVANIA FREE ENTERPRISE WEEK
    3076 W 12TH STREET
    ERIE,PA16505     		NONE PUBLIC CHARITY SUMMER PROGRAM 1,500
    PROSPECTUS BERCO
    840 WILLIAM LANE
    READING,PA19604     		NONE PUBLIC CHARITY TO INSPIRE PEOPLE WITH DISABILITIES AND SPECIAL NEEDS 5,000
    READING CHORAL SOCIETY
    201 WASHINGTON STREET
    READING,PA19601     		NONE PUBLIC CHARITY TO FOSTER CHORAL MUSIC IN READING AND BERKS COUNTY COMMUNITY 1,000
    READING CIVIC THEATRE
    126 N 10TH ST
    READING,PA19601     		NONE PUBLIC CHARITY FOR LIGHTING, SOUND, AND COSTUMES 1,000
    READING HOSPITAL FOUNDATION
    6 AVENUE AND SPRUCE STREET
    WEST READING,PA19611     		NONE PUBLIC CHARITY TO SUPPORT IN CANCER RESEARCH 15,000
    READING MUSICAL FOUNDATION
    PO BOX 14835
    READING,PA196124835     		NONE PUBLIC CHARITY TO CONTRIBUTE TO THE SALLY S BREIDEGAM MIKSIEWICZ SCHOLARSHIP FUND 2,500
    READING PUBLIC MUSEUM
    500 MUSEUM ROAD
    READING,PA19611     		NONE PUBLIC CHARITY TO EDUCATE AND ENLIGHTEN THROUGH ART, SCIENCE, AND CIVILIZATION 2,000
    READING SCIENCE CENTER
    645 PENN STREET
    READING,PA19601     		NONE PUBLIC CHARITY TO PRESENT SCIENCE CONCEPTS TO THE PUBLIC 2,500
    READING SOCIETY OF MODEL ENGINEERS
    PO BOX 13011
    READING,PA19612     		NONE PUBLIC CHARITY PICNIC PAVILION 2,000
    READING SYMPHONY ORCHESTRA
    147 N 5TH STREET SUITE 4
    READING,PA196013494     		NONE PUBLIC CHARITY TO PROMOTE MUSIC IN THE COMMUNITY 10,000
    SALVATION ARMY
    301 S 5TH STREET
    READING,PA19602     		NONE   TO MEET HUMAN NEEDS WITHOUT DISCRIMINATION 1,000
    SOCIETY OF WOMEN ENGINEERS SCHOLARSHIP FUND
    130 EAST RANDOLPH STREET SUITE 3500
    CHICAGO,IL60601     		NONE PUBLIC CHARITY TO PROVIDE FINANCIAL ASSISTANCE FOR WOMEN STUDYING ENGINEERING 2,500
    SOUTH MOUNTAIN YMCA
    201 CUSHION PEAK ROAD
    REINHOLDS,PA17569     		NONE PUBLIC CHARITY TO CONTRIBUTE TO THE REACH OUT FOR YOUTH CAMPAIGN 2,800
    ST JUDES CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDES PLACE
    MEMPHIS,TN38105     		NONE PUBLIC CHARITY TO ASSIST IN CHILDRENS CANCER RESEARCH 2,000
    THE SHEPHERD'S CENTER OF GREATER WINSTON-SALEM
    1700 EBERT ST
    WINSTONSALEM,NC27103     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT SERVICES FOR OLDER ADULTS 1,000
    THRESHOLD REHABILITATION SERVICES INC
    1000 LANCASTER AVE
    READING,PA19607     		NONE PUBLIC CHARITY SCHOLARSHIP FUND 1,000
    TYSON-SCHOENER ELEMENTARY SCHOOL
    315 S 5TH ST
    READING,PA19602     		NONE PUBLIC CHARITY FOR PLAYGROUND 10,000
    VALLEY YOUTH HOUSE
    539 8TH AVE
    BETHLEHEM,PA18018     		NONE PUBLIC CHARITY TO PROVIDE RESOURCES FOR HOUSING 500
    VETERANS COALITION OF PENNSYLVANIA
    500 N 13TH S SUITE 1
    READING,PA19604     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR VETERANS 500
    VETERANS MAKING A DIFFERENCE
    645 N 6TH STREET
    READING,PA19601     		NONE PUBLIC CHARITY HELPING VETERANS IN NEED IN BERKS COUNTY 1,000
    VISION RESOURCE CENTER OF BERKS COUNTY
    2020 HAMPDEN BLVD
    READING,PA19604     		NONE PUBLIC CHARITY TO AID IN THE PREVENTION OF BLINDNESS 500
    VOICEUP BERKS
    201 WASHINGTON STREET SUITE 547
    READING,PA19601     		NONE PUBLIC CHARITY TO SUPPORT VOLUNTEER OPPORTUNITIES IN BERKS COUNTY 5,000
    WACOSA
    2959 CLEARWATER RD
    SAINT CLOUD,MN56301     		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR TH 100TH ANNIVERSAY 1,000
    WAYNE COUNTY HOSPITAL AUXILARY
    601 PARK STREET
    HONESDALE,PA18431     		NONE PUBLIC CHARITY FOR THE DIALYSIS MACHINE 14,000
    WILSON HIGH SCHOOL
    2601 GRANDVIEW BLVD
    WEST LAWN,PA19609     		NONE PUBLIC CHARITY TO SUPPORT 2021 MINI-THON 500
    YMCA OF READING AND BERKS COUNTY
    631 WASHINGTON STREET
    READING,PA19601     		NONE PUBLIC CHARITY ANNUAL FUND 2,500
    Total .................................bullet 3a 315,283
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 129,363  
    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) .. 0 237,506 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    237,506
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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? ...........
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE BREIDEGAM FAMILY FOUNDATION
          		Employer identification number
    23-3094851
    Part I
    Contributors
    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
    HELEN S BREIDEGAM
     
    214 DEYSHER ROAD
     
    FLEETWOOD, PA19522

    		$ 325,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,500 0   0

    TY 2021 CashDeemedCharitableExplnStmt
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Explanation:
    ANNUAL GIVING EXCEEDS $225,000 OVER 5 YEAR AVERAGE

    TY 2021 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 1,272,443 5,172,940

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 3,412,927 1,313,050

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ACCOUNT FEES 49,301 49,301   0


    TY 2021 SubstantialContributorsSch
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Name Address
    HELEN S BREIDEGAM 214 DEYSHER ROAD
    FLEETWOOD,PA19522


    TY 2021 TaxesSchedule
    Name:
    THE BREIDEGAM FAMILY FOUNDATION
    EIN:
    23-3094851
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,775 2,775   0
    PA IPPCRS FILING FEE 0 0   0
    FEDERAL TAXES 1,851 0   0