Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE CATHERINE V AND MARTIN HOFMANN
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2130 N 17TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
READING, PA19604
A Employer identification number

23-6447843
B Telephone number (see instructions)

(610) 678-8051
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,770,187J 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) 24,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 38,351 38,351  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,565
b Gross sales price for all assets on line 6a 147,020
7 Capital gain net income (from Part IV, line 2)... 78,565
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........ 140,916 116,916 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 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
List of Attached Documents:
// Content
6,500 3,250 0 3,250
c Other professional fees (attach schedule)....        
17 Interest............... 30 30 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
641 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
575 100 0 475
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,746 3,380 0 3,725
25 Contributions, gifts, grants paid....... 86,913 86,913
26 Total expenses and disbursements. Add lines 24 and 25 94,659 3,380 0 90,638
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 46,257
b Net investment income (if negative, enter -0-) 113,536
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 1,836 21,316 21,316
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,415,381 Click to see attachment
List of Attached Documents:
// Content
1,442,158 		1,748,871
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,417,217 1,463,474 1,770,187
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 1,417,217 1,463,474
29 Total net assets or fund balances (see instructions)..... 1,417,217 1,463,474
30 Total liabilities and net assets/fund balances (see instructions). 1,417,217 1,463,474
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
1,417,217
2
Enter amount from Part I, line 27a .....................
2
46,257
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,463,474
5
Decreases not included in line 2 (itemize) right arrow
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
1,463,474
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
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 90,000   68,455 21,545
b 57,020     57,020
c
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       21,545
b       57,020
c
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 78,565
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 1,578
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 1,578
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 1,578
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,560
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,560
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,982
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,982 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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
Yes
 
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)
right arrowPA
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 2023 or the taxable year beginning in 2023? 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
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowBERNARD HOFMANN Telephone no.right arrow (610) 678-8051

Located atright arrow2130 N 17TH STREETREADINGPA ZIP+4right arrow19604
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
BERNARD HOFMANN TRUSTEE
0.10 		0 0 0
2130 N 17TH STREET
READING,PA19604
STEVE HOFMANN TRUSTEE
0.10 		0 0 0
416 SHERWOOD STREET
SHILLINGTON,PA19607
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
1,710,833
b
Average of monthly cash balances.......................
1b
10,992
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,721,825
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
1,721,825
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,827
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,695,998
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
84,800
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
84,800
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,578
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,578
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
83,222
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
83,222
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
83,222
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
90,638
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
90,638
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 83,222
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 83,523
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 90,638
a Applied to 2022, but not more than line 2a 83,523
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 2023 distributable amount..... 7,115
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		76,107
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
BERNARD HOFMANN
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PI
MEMPHIS,TN38105 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 51

MACULAR DEGENERATION RESEARCH

PO BOX 515
NORTHAMPTON,MA010610515 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 50

TURNING POINT USA

4940 EAST BEVERLY ROAD
PHOENIX,AZ85044 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

ETERNAL WORLD TELEVISION NETWORK

5817 OLD LEEDS RD
IRONDALE,AL35210 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

MUHLENBERG COMMUNITY LIBRARY

3612 KUTZTOWN ROAD
READING,PA19605 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

SOARING EAGLE PUBLIC CHARITY

745 INDIAN TRIAL
BILLINGS,MT59103 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

AMERICAN PARKINSONS DISEASE ASSOCIATION

72 E CONCORD STREET SUITE C3
BOSTON,MA02118 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

ST JOSEPH INDIAN SCHOOL

1301 N MAIN ST
CHAMBERLAIN,SD57325 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

DAV - DISABLED AMERICAN VETERANS

5000 WISSAHICKON AVE
PHILADELPHIA,PA19144 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

CENTRAL ASSOCIATION OF THE MIRACULOUS MEDAL

475 E CHELTEN AVE
PHILADELPHIA,PA19144 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

PUBLIC INTEREST FOUNDATION

107 S WEST ST SUITE 700
ALEXANDRIA,VA22314 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

RED CLOUD INDIAN SCHOOL

100 MISSION DR
PINE RIDGE,SD57770 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

COAST GUARD FOUNDATION

394 TAUGWONK RD
STONINGTON,CT06378 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

ST FRANCIS MISSION

PO BOX 149
ST FRANCIS,SD57572 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

AMERICAN ACTION FUND FOR THE BLIND

1800 JOHNSON STREET
BALTIMORE,MD21230 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

MUSCULAR DYSTROPHY ASSOCIATION

3300 EAST SUNRISE DRIVE
TUCSON,AZ85718 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

FRIENDS OF BERKS COUNTY PUBLIC LIBRARY

1040 BERK ROAD
LEESPORT,PA19533 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

ST LABRE INDIAN SCHOOL

TONGUE RIVER ROAD
ASHLAND,MT59003 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 100

US JUSTICE FOUNDATION

932 D STREET
RAMONA,VA92065 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

GEORGE WASHINGTON MOUNT VERNON

3200 MOUNT VERNON HWY
MT VERNON,VA22121 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

ALS ASSOCIATION

117 N MARKET ST
HATFIELD,PA19440 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

SUPPORT OUR AGING RELIGIOUS

8484 GEORGIA AVE SUITE 300
SILVER SPRING,MD20910 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

ARCHDIOCESE FOR THE MILITARY

PO BOX 4469
WASHINGTON,DC20017 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

FOOD FOR THE POOR

6401 LYONS ROAD
COCONUT CREEK,FL33073 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

MILLER KEYSTONE COMMUNITY BLOOD BANK

2745A LEISCZS BRIDGE ROAD
READING,PA19605 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

AMERICAN LEGISLATIVE EXCHANGE COUNCIL

2900 CRYSTAL DR 6
ARLINGTON,VA22202 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

BURN PREVENTION FOUNDATION

5000 TILGHMAN STREET
ALLENTOWN,PA18104 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

SHRINERS HOSPITALS FOR CHILDREN

2900 ROCKY POINT DRIVE
TAMPA,FL33607 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

VISION RESOURCE CENTER OF BERKS COUNTY

2020 HAMPDEN BLVD
READING,PA19604 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

PADRE PIO FOUNDATION OF AMERICA

463 MAIN STREET
CROMWELL,CT06416 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

CATHOLIC BISHOP OF NORTHERN ALASKA

1316 PEGAR RD
FAIRBANKS,AK997095199 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 150

INTERCOLLEGIATE STUDIES INSTITUTE

3901 CENTERVILLE ROAD
WILMINGTON,DE19807 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

INSTITUTE FOR JUSTICE

901 N GLEBE ROAD
ARLINGTON,VA22203 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

MIFFLIN COMMUNITY LIBRARY

6 PHILADELPHIA AVE
SHILLINGTON,PA19607 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

DAUGHTERS OF CHARITY OF SAINT VINCENT DE PAUL

18 CANTON STREET
STOUGHTON,MA02072 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

COLONIAL WILLIAMSBURG FOUNDATION

PO BOX 1776
WILLIAMSBURG,VA23187 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

ALZHEIMER'S DISEASE RESEARCH CENTER

200 LOTHROP STREET
PITTSBURGH,PA15213 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

ALZHEIMER ASSOCIATION

919 N MICHIGAN AVE
CHICAGO,IL60611 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

ALLIANCE DEFENDING FREEDOM

15100 N 90TH STREET
SCOTTSDALE,AZ85260 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 80

FEEDING AMERICA

35 E WACKER DRIVE SUITE 200
CHICAGO,IL60601 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

CAPITAL RESEARCH CENTER

1513 16TH STREET NW
WASHINGTON,DC20036 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

CENTER FOR AMERICAN LIBERTY

PO BOX 200942
PITTSBURGH,PA152510942 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

TUNNELS TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

SUDAN RELIEF FUND

PO BOX 7084
MERRIFIELD,VA22116 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

TRINITY MISSION

PO BOX 35105
CLEVELAND,OH44135 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

NATIONAL MULTILPLE SCLEROSIS SOCIETY

PO BOX 4527
NEW YORK,NY10163 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

NATIONAL TAXPAYERS UNION FOUNDATION

122 C STREET NW SUITE 650
WASHINGTON,DC20001 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

WHYY

INDEPENDENCE MALL WEST 150 N SIXTH
STREET
PHILADELPHIA,PA19106 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

AMERICAN COUNCIL ON SCIENCE AND HEALTH

1995 BROADWAY SUITE 202
NEW YORK,NY100235882 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

BASILICA OF THE NATURAL SHRINE OF THE IMMACULATE CONCEPTION

400 MICHIGAN AVENUE NORTHEAST
WASHINGTON,DC20017 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

OBLATES OF MARY IMMACULATE

9480 N DE MAZENOD DRIVE
BELLEVILLE,IL62221 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

MISSIONARIES OF AFRICA

1622 21ST STREET NW
WASHINGTON,DC20009 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

REDEMPTORIST OFFICE OF MISSION ADVANCEMENT

3112 SEVENTH ST NE
WASHINGTON,DC200171498 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

SOLIDARITY WITH THE PERSECUTED CHURCH

410 CONSTITUTION AVE NE
WASHINGTON,DC20002 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

FOUNDATION FOR ECONOMIC EDUCATION

1718 PEACHTREE STREET NW
ATLANTA,GA30309 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 222

AMERICAN CANCER SOCIETY OF BERKS COUNTY

PA DIV 1 BERKS UNIT PO BOX 1506
READING,PA19612 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 240

ALVERNIA UNIVERSITY FUND

400 ST BERNADINE STREET
READING,PA19607 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

CITIZENS AGAINST GOVERNMENT WASTE

1301 PENNSYLVANIA AVE NW SUITE 1075
WASHINGTON,DC20004 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

NATIONAL CATHOLIC COMMITTEE ON SCOUTING

1325 WEST WALNUT HILL LANE
IRVING,TX75015 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

US ENGLISH FOUNDATION

1747 PENNSYLVANIA AVE NW SUITE 1100
WASHINGTON,DC20006 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

TAX FOUNDATION

529 14TH STREET NW SUITE 420
WASHINGTON,DC20045 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

HEARTLAND INSTITUTE

3939 NORTH WILKE ROAD
ARLINGTON HEIGHTS,IL60004 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

CATHOLIC MEDICAL MISSION BOARD

100 WALL STREET 9TH FLOOR
NEW YORK,NY10005 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

PRIESTS FOR LIFE

PO BOX 141172
STATEN ISLAND,NY10314 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

CATHOLIC RELIEF SERVICES

209 WEST FAYETTE STREET
BALTIMORE,MD21202 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

SCHUYLKILL RIVER GREENWAY ASSOCIATION

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

WORLD VILLAGES FOR CHILDREN

180 ADMIRAL COCHRANE DRIVE
ANNAPOLIS,MD21401 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

AID TO CHURCH IN NEED

725 LEONARD STREET
BROOKLYN,NY11222 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 250

MUHLENBERG AREA AMBULANCE ASSN

835 E BELLEVUE AVE
LAURELDALE,PA19605 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 270

FREEDOM ALLIANCE

2721 H-I-J MERRILEE DRIVE
FAIRFAX,VA22031 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

SOCIETY OF THE PROPAGATION OF THE FAITH

1011 FIRST AVENUE
NEW YORK,NY10022 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

FREEDOMWORKS FOUNDATION

400 N CAPITAL ST NW STE 765
WASHINGTON,DC20001 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

OPPORTUNITY HOUSE OF READING PA

420 N 2ND ST
READING,PA19601 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

UNITED SERVICE ORGANIZATIONS

PO BOX 96860
WASHINGTON,DC200777677 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 350

HABITAT FOR HUMANITY OF BERKS COUNTY

531 CANAL STREET SUITE 404
READING,PA19602 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

FUND FOR AMERICAN STUDIES

PO BOX 69
OAKTON,VA22124 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

ACCURACY IN MEDIA

4350 EW HIGHWAY SUITE 555
BATHESDA,MD20814 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

SALVATION ARMY

301 S 5TH STREET
READING,PA19602 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

AMERICAN CENTER FOR LAW & JUSTICE

PO BOX 90555
WASHINGTON,DC20090 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

AMERICARES

88 HAMILTON AVE
STAMFORD,CT06902 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

PROJECT HOPE

255 CARTER HALL LANE
MILLWOOD,VA22646 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

SETON SHRINE

339 SOUTH SETON AVENUE
EMMITSBURG,MD217279297 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

HELPING HARVEST

117 MORGAN DRIVE
READING,PA19608 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

AMERICAN HEART ASSOCIATION

PO BOX 78851
PHEONIX,AZ85062 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

PACIFIC LEGAL FOUNDATION

8645 N MILITARY TRAIL SUITE 511
PALM BEACH,FL33410 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

AMERICAN RED CROSS

701 CENTRE AVENUE
READING,PA196012599 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

WOUNDED WARRIOR PROJECT

4899 BELFORT ROAD SUITE 300
JACKSONVILLE,FL32256 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

SOPHIA INSTITUTE FOR TEACHERS

PO BOX 5284
MANCHESTER,NH03108 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

YOUNG AMERICA'S FOUNDATION

11480 COMMERCE PARK DR
RESTON,VA20191 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

DAVID HOROWITZ FREEDOM CENTER

14148 W MAGNOLIA BLVD 100
SHERMAN OAKS,CA91423 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

FRANCISCAN FRIARS OF THE ATONEMENT

40 FRANCISCAN WAY
GARRISON,NY10524 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

ARTHRITIS FOUNDATION PA CHAPTER

111 S INDEPENDENCE MALL SUITE 500
PHILADELPHIA,PA19106 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 300

BERKS HISTORY CENTER

940 CENTRE AVENUE
READING,PA19601 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 350

MEDIA RESEARCH CENTER

325 S PATRICK STREET
ALEXANDRIA,VA22314 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 350

PREISTS OF THE SACRED HEART

6889 S LOVERS LANE ROAD
HALES CORNERS,WI53130 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

SPECIAL OLYMPICS OF PA

124 WASHINGTON SQUARE
NORRISTOWN,PA19406 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 200

TOYS FOR TOTS FOUNDATION

3045 AVENUE B
BETHLEHEM,PA18017 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

SACRED HEALTH - SOUTHERN MISSION

6050 HWY 161
WALLS,MS38686 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 500

STATE POLICY NETWORK

1655 N FORT MYER DRIVE
ARLINGTON,VA22209 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

COMPETITIVE ENTERPRISE INSTITUTE

1899 L STREET 12TH FLOOR
WASHINGTON,DC20036 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

PREBORN

4333 W 71ST ST
INDIANAPOLIS,IN46268 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

COMMONWEALTH FOUNDATION

225 STATE STREET SUITE 302
HARRISBURG,PA17101 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

CARE

151 ELLIS STREET
ATLANTA,GA30303 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

FRIENDS OF CHAMBER MUSIC OF READING

1320 E WYOMISSING BLVD
READING,PA19601 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

BOYS TOWN

14100 CRAWFORD STREET
BOYS TOWN,NE68010 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

GIRL SCOUTS OF EASTERN PA

210 GEORGE ST
READING,PA19605 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

NATIONAL DOWNS SYNDROME SOCIETY

666 BROADWAY
NEW YORK,NY10012 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

PENN STATE HEALTH

500 UNIVERSITY DRIVE
HERSHEY,PA17033 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,500

HILLSDALE COLLEGE

33 E COLLEGE STREET
HILLSDALE,MI49242 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

JUVENILE DIABETES RESEARCH FOUNDATION

120 WALL STREET 19TH FLOOR
NEW YORK,NY10005 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 450

READING MUSICAL FOUNDATION

PO BOX 14835
READING,PA19612 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 500

READING PUBLIC MUSEUM

500 MUSEUM ROAD
READING,PA19611 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 500

WOOD TO WONDERFUL

159 WOLF CREEK ROAD
BERNVILLE,PA19506 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 500

LITERACY COUNCIL OF READING-BERKS

35 DWIGHT STREET
WEST LAWN,PA19609 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 500

EASTER SEALS EASTERN PA

1503 N CEDAR CREST BLVD SUITE 317
ALLENTOWN,PA18104 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 500

CFACT - COMMITTEE FOR A CONSTRUCTIVE TOMORROW

PO BOX 65722
WASHINGTON,DC20035 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 500

AMERICAN BATTLEFIELD TRUST

1156 15TH STREET NW SUITE 900
WASHINGTON,DC20005 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 500

TECHNO SERVE

148 EAST AVE SUITE 3H
NORWALK,CT06851 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 500

BERKS BUSINESS EDUCATION COALITION

12 COMMERCE DRIVE
WYOMISSING,PA19610 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 600

LEADERSHIP INSTITUTE

STEVEN PJ WOOD BUILDING 1101 N
HIGHLAND ST
ARLINGTON,VA22201 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 750

HAWK MOUNTAIN COUNCIL- BSA

5027 POTTSVILLE PIKE
READING,PA19605 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 8,000

BERKS ENCORE

40 NORTH NINTH STREET
READING,PA19601 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 800

ST FRANCIS HOME

1718 W 6TH STREET
SANTA ANA,CA92703 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,000

NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION

8001 BRADDOCK
SPRINGFIELD,VA22160 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,000

MARYS SHELTER

325 S 12TH STREET
READING,PA19602 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,000

MISSIONARY SISTERS OF THE MOST SACRED HEART

2811 MOYERS LN
READING,PA19605 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,200

SISTER SERVANTS OF THE IMMACULATE HEART OF MARY

1145 KING ROAD BOX 400
IMMACULATE,PA19345 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,250

A WOMAN'S CONCERN

1102 MILLERSVILLE PIKE
LANCASTER,PA17603 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,500

WCR CENTER FOR THE ARTS

140 N 5TH ST
READING,PA19601 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,500

MISSIONARY SISTERS OF THE PRECIOUS BLOOD

PRECIOUS BLOOD CONVENT PO BOX 97
READING,PA19607 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,500

BOYERTOWN MUSEUM OF HISTORICAL VEHICLES

85 S WALNUT STREET
BOYERTOWN,PA19512 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,500

THE HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 400

BERNARDINE FRANCISCAN SISTERS

450 ST BERNADINE STREET
READING,PA19607 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,500

CLARE OF ASSISI HOUSE

325 S 12TH STREET
READING,PA19602 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,500

JOHN PAUL II CENTER FOR SPECIAL LEARNING

200 READING AVENUE
WEST READING,PA19611 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,500

DIOCESE OF ALLENTOWN

1515 MARTIN LUTHER KING JR DR
ALLENTOWN,PA18102 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 1,850

COVENANT HOUSE

346 WEST 17TH STREET
NEW YORK,NY10011 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 2,000

NATIONAL BRAIN TUMOR SOCIETY

55 CHAPEL ST
NEWTON,MA02458 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 2,000

ST JOHN ROMAN CATHOLIC CHURCH

320 WINTHROP ST
WINTHROP,MA02152 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 3,000

ST JOSEPH'S UNIVERSITY

5600 CITY AVENUE
PHILADELPHIA,PA19131 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 4,000

UNITED WAY OF BERKS COUNTY

PO BOX 702
READING,PA19603 		  PC VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES 16,000
Total .................................right arrow 3a 86,913
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 38,351  
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 ............ 		    14 78,565  
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) .. 0 116,916 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
116,916
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
Name of the organization
THE CATHERINE V AND MARTIN HOFMANN
FOUNDATION
Employer identification number

23-6447843
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE CATHERINE V AND MARTIN HOFMANN
FOUNDATION 		Employer identification number
23-6447843
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
BERNARD HOFMANN
2130 N 17TH STREET
 
READING, PA19604

$ 24,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE CATHERINE V AND MARTIN HOFMANN
FOUNDATION 		Employer identification number

23-6447843
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE CATHERINE V AND MARTIN HOFMANN
FOUNDATION 		Employer identification number

23-6447843
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE CATHERINE V AND MARTIN HOFMANN
 
FOUNDATION
EIN:
23-6447843
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,500 3,250 0 3,250

TY 2023 InvestmentsCorpStockSchedule
Name:
THE CATHERINE V AND MARTIN HOFMANN
 
FOUNDATION
EIN:
23-6447843
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD EQUITY INCOME FUND 240,645 346,134
VANGUARD LONG TERM TREASURY FUND 187,664 143,984
VANGUARD ENERGY FUND ADMIRAL 147,210 176,032
VANGUARD HEALTH CARE FUND 269,356 339,868
VANGUARD WELLINGTON FUND ADMIRAL 334,564 387,300
FIDELITY INVESTMENT FUND 101,423 221,432
AMERICAN CENTURY INVESTMENT FUND 131,180 123,759
KNOT OFFSHORE PARTNERS 30,116 10,362

TY 2023 OtherExpensesSchedule
Name:
THE CATHERINE V AND MARTIN HOFMANN
 
FOUNDATION
EIN:
23-6447843
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 173 0 0 173
OFFICE SUPPLIES 100 100 0 0
TELEPHONE 302 0 0 302


TY 2023 SubstantialContributorsSch
Name:
THE CATHERINE V AND MARTIN HOFMANN
 
FOUNDATION
EIN:
23-6447843
Name Address
BERNARD HOFMANN 2130 N 17TH STREET
READING,PA19604


TY 2023 TaxesSchedule
Name:
THE CATHERINE V AND MARTIN HOFMANN
 
FOUNDATION
EIN:
23-6447843
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRIOR YEAR FEDERAL TAXES PAID 500 0 0 0
CURRENT YEAR FEDERAL TAXES ESTIMATE 141 0 0 0