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 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 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$46,679,611J 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) 40,517,030
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 504,518 504,518  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 135,354
b Gross sales price for all assets on line 6a 1,787,027
7 Capital gain net income (from Part IV, line 2)... 135,354
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........ 41,156,902 639,872  
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
List of Attached Documents:
// Content
6,752 3,376   3,376
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
67,123 54,958   12,165
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,632 3,964   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
90 0   90
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,597 62,298   15,631
25 Contributions, gifts, grants paid....... 388,233 388,233
26 Total expenses and disbursements. Add lines 24 and 25 472,830 62,298   403,864
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 40,684,072
b Net investment income (if negative, enter -0-) 577,574
c Adjusted net income (if negative, enter -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............. 57,020 254,947 254,947
2 Savings and temporary cash investments......... 118,829 156,778 156,778
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 arrow40,116,337
Less: allowance for doubtful accounts right arrow0 0 40,116,337 40,116,337
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)....... 3,189,884 Click to see attachment
List of Attached Documents:
// Content
3,235,600 		4,435,043
c Investments—corporate bonds (attach schedule)....... 1,372,200 Click to see attachment
List of Attached Documents:
// Content
1,668,935 		1,716,506
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) 4,737,933 45,432,597 46,679,611
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) Click to see attachment
List of Attached Documents:
// Content
12,500 		Click to see attachment
List of Attached Documents:
// Content
86,500
23 Total liabilities (add lines 17 through 22)......... 12,500 86,500
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 4,725,433 45,346,097
29 Total net assets or fund balances (see instructions)..... 4,725,433 45,346,097
30 Total liabilities and net assets/fund balances (see instructions). 4,737,933 45,432,597
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
4,725,433
2
Enter amount from Part I, line 27a .....................
2
40,684,072
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,657
4
Add lines 1, 2, and 3 ..........................
4
45,411,162
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
65,065
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
45,346,097
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
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 1,787,027   1,651,673 135,354
b
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       135,354
b
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 2 135,354
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 8,028
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 8,028
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 8,028
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,480
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,480
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 55
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 4,397
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,397 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
 
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)
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 arrowTREASURER Telephone no.right arrow (610) 682-6361

Located atright arrowDEKA ROADLYON STATIONPA ZIP+4right arrow19536
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)
 
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
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
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...................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
5,375,679
b
Average of monthly cash balances.......................
1b
226,027
c
Fair market value of all other assets (see instructions)................
1c
8,395,076
d
Total (add lines 1a, b, and c).........................
1d
13,996,782
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
13,996,782
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
209,952
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,786,830
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
689,342
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
689,342
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,028
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,028
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
681,314
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
681,314
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
681,314
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
403,864
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
403,864
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 7 681,314
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
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...... 14,302
f Total of lines 3a through e ........ 14,302
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 403,864
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 403,864
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 14,302 14,302
(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 .......... 		263,148
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).)
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

ALLENTOWN SYMPHONY ASSOCIATION

23 N 6TH STREET
ALLENTOWN,PA181011431 		  PC TO PROVIDE SUPPORT FOR A FIRST-CLASS SYMPHONY ORCHESTRA AND HALL 1,750

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE 17TH FLOOR
CHICAGO,IL606017633 		  PC TO PROVIDE SUPPORT FOR ALZHEIMER'S CARE, SUPPORT, AND RESEARCH 1,500

AMERICAN CANCER SOCIETY

1818 MARKET ST
PHILADELPHIA,PA19103 		  PC TO PROVIDE SUPPORT FOR CANCER TREATMENT AND RESEARCH 5,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

19 COLONNADE WAY SUITE 117 PMB 131
STATE COLLEGE,PA16803 		  PC TO PROVIDE GENERAL SUPPORT TO IMPROVE THE QUALITY OF LIFE FOR OTHERS 500

AMERICAN RED CROSS

701 CENTRE AVE
READING,PA19601 		  PC TO PROVIDE SUPPORT FOR THE HEROES BREAKFAST 5,000

ANIMAL RESCUE LEAGUE OF BERKS COUNTY

58 KENNEL RD
BIRDSBORO,PA19508 		  PC TO SUPPORT RESUCE AINMALS 5,000

AUTISM SOCIETY OF BERKS

PO BOX 6683
WYOMISSING,PA19610 		  PC TO PROVIDE OPPORTNITIES, RESOURCES, AND SUPPORT TO THOSE AFFECTED BY AUTISM 500

BCTV

1900 NORTH 13TH STREET
READING,PA19604 		  PC CAPITAL CAMPAIGN 1,000

BERKS COMMUNITY HEALTH CENTER

838 PENN STREET
READING,PA19602 		  PC TO PROVIDE HIGH QUALITY HEALTHCARE 2,000

BERKS COUNTY COMMUNITY FOUNDATION

237 COURT STREET
READING,PA19601 		  PC TO PROVIDE GENERAL SUPPORT 5,000

BERKS ENCORE

40 NORTH NINTH STREET
READING,PA19601 		  PC TO ENHANCE AND DEVELOP AGING INDIVIDUALS 5,000

BERKS HISTORY CENTER

940 CENTRE AVENUE
READING,PA19601 		  PC TO BUILD AN UNDERSTANDING OF HISTORY 1,000

BERKS NATURE

25 NORTH 11TH STREET
READING,PA19601 		  PC TO SUPPORT NATURAL CONSERVATIVE ACTIVITIES 1,000

BIG BROTHERS BIG SISTERS OF BERKS COUNTY PA

303 WINDSOR ST CENTRE PARK
READING,PA19601 		  PC TO PROVIDE SUPPORT FOR AT-RISK YOUTH 2,000

BOROUGH OF KUTZTOWN

45 RAILROAD STREET
KUTZTOWN,PA19530 		  PC TO PROVIDE SUPPORT FOR THE CONCERT SERIES IN THE PARK 1,000

BRING THE CHANGE

201 WASHINGTON STREET SUITE 533
READING,PA19601 		  PC TO PROVIDE SUPPORT FOR THE CULTURAL DIVERSITY FESTIVAL 1,000

BUILDING A BETTER BOYERTOWN

3 E PHILADELPHIA AVE
BOYERTOWN,PA19512 		  PC TO PROVIDE SUPPORT FOR THE COMMUNITY OF BOYERTOWN 1,000

CARON TREATMENT CENTERS

PO BOX 150
WERNERSVILLE,PA19565 		  PC FOR SPONSORSHIP FOR THE ANNUAL DINNER 2,500

CENTRO HISPANO DANIEL TORRES

501 WASHINGTON STREET
READING,PA19601 		  PC TO SUPPORT AND ENHANCE LATINO ACCULTURATION 5,000

CHRIST MERTZ LUTHERAN CHURCH

16 FLEETWOOD ROAD
FLEETWOOD,PA19522 		  PC CHURCH MAINTENANCE 15,000

CIRCLE OF FREEDOM - IOWA

400 E 4TH ST
SEYMOUR,IA52590 		  PC TO PROVIDE SUPPORT FOR RELIGIOUS SERVICES 5,000

CITY OF CORYDON

101 W JACKSON ST
CORYDON,IA50060 		  PC TO HELP WITH THE PURCHASE OF A NEW FIRE TRUCK 38,000

COMMUNITIES IN SCHOOLS

739 N 12TH ST
ALLENTOWN,PA18102 		  PC TO HELP KIDS STAY IN SCHOOL 2,500

CONCERN - PROFESSIONAL SERVICES FOR CHILDREN YOUTH AND FAMILIES

ONE WEST MAIN STREET
FLEETWOOD,PA19522 		  PC TO PROVIDE QUALITY CHILD WELFARE SERVICES 1,000

DESMOID TUMOR RESEARCH FOUNDATION

PO BOX 273
SUFFERN,NY10901 		  PC RESEARCH ON DESMOID TUMORS 1,000

EASTER SEALS- EASTERN PENNSYLVANIA

1501 LEHIGH STREET
ALLENTOWN,PA181033880 		  PC TO ASSIST THOSE WITH DISABILITIES 2,500

FAMILY GUIDANCE CENTER

1235 PENN AVENUE
WYOMISSING,PA19610 		  PC 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 		  PC TO PROVIDE SUPPORT FOR HOMELESS CHILDREN AND FAMILIES 1,000

FAYETTE COUNTY DAIRY PROMOTION

8212 R AVENUE
MAYNARD,IA50655 		  PC TO SUPPORT THE ULTRA TRAILER SUPPORTER SPONSORSHIP 500

FLEETWOOD AREA PUBLIC LIBRARY

110 ARCH STREET
FLEETWOOD,PA19522 		  PC SUPPORT COMMUNITY LITERACY 10,000

FLEETWOOD COMMUNITY BUS INC

5 WEST ARCH STREET
FLEETWOOD,PA19522 		  PC TO PROVIDE SUPPORT FOR OPERATING EXPENSES 500

FOUNDATION FOR IUP

1011 SOUTH DRIVE
INDIANA,PA15705 		  PC TO PROVIDE SUPPORT FOR THE IUP LIBRARY 1,000

FRIEDENS LUTHERAN CHURCH

1076 MEMORIAL HIGHWAY
OLEY,PA19547 		  PC TO FEED THE HUNGRY THROUGH THE OLEY FOOD PANTRY 5,000

FRIEND INC

658D NOBLE STREET
KUTZTOWN,PA19530 		  PC TO HELP FIGHT HUNGER 7,500

GIRL SCOUTS OF EASTERN PA

330 MANOR ROAD
MIQUON,PA194449906 		  PC TO HELP GIRLS BUILD COURAGE, CONFIDENCE, AND CHARACTER 13,333

GIRLS ON THE RUN OF BERKS COUNTY

201 WASHINGTON STREET STE 537
READING,PA19601 		  PC TO FURTHER THE HEALTH AND WELLNESS OF YOUNG GIRLS IN THE COMMUNTITY 2,500

GOOD SHEPHERD REHABILITATION

850 SOUTH 5TH STREET
ALLENTOWN,PA18103 		  PC RESTORING LIVES BY REHABILITATION 1,000

HABITAT FOR HUMANITY OF BERKS COUNTY

201 WASHINGTON STREET STE 329 330
READING,PA19601 		  PC TO SUPPORT THE BIRDHOUSE CHALLENGE EVENT 1,000

HANNAH'S HOPE MINISTRIES

300 CHURCH STREET
READING,PA19601 		  PC TO ASSIST HOMELESS SINGLE MOTHERS ACHIEVE A BETTER LIFE FOR THEMSELVES AND THEIR CHILDREN 5,000

HAZLETON FIREFIGHTER ASSOCIATION

PO BOX 206
HAZLETON,PA50641 		  PC TO SUPPORT THE SILENT AUCTION AND SOUP SUPPER FUNDRAISER 250

HELPING HARVEST

117 MORGAN DRIVE
READING,PA19608 		  PC TO FEED THE HUNGRY AND DISTRIBUTE FOOD TO PEOPLE IN NEED 5,000

HISTORIC RESERVATION TRUST

123 N PRINCE ST
LANCASTER,PA17603 		  PC TO PROVIDE GENERAL SUPPORT 5,000

HOPE RESCUE MISSION

645 NORTH 6TH STREET
READING,PA19601 		  PC TO HELP MEN SEEKING REFUGE AND LIFE RESTORATION 3,500

IOWA COLLEGE FOUNDATION

505 5TH AVENUE 1034
DES MOINES,IA50309 		  PC TO PROVIDE EDUCATIONAL SUPPORT FOR THE STUDENTS OF IOWA COLLEGE 1,000

JARETT YODER FOUNDATION

444 HENNIGSVILLE
MERTZTOWN,PA19539 		  PC TO PROVIDE SUPPORT FOR VETERANS IN NEED 1,000

JOHN PAUL II CENTER

1092 WELSH RD
SHILLINGTON,PA19607 		  PC TO PROVIDE SUPPORT FOR THE GALA 10,000

JUNIOR LEAGUE OF READING PA INC

1520 PENN AVENUE
READING,PA19610 		  PC FOR THE ANNUAL GENERAL SPONSORSHIP 500

KAHS AWARD

50 TREXLER AVENUE
KUTZTOWN,PA19530 		  PC TO PROVIDE AWARDS FOR SENIORS FROM KUTZTOWN SCHOOL DISTRICT 1,200

KUTZTOWN AMERICAN LEGION BASEBALL ASSOCIATION

PO BOX 195
KUTZTOWN,PA19530 		  PC UPGRADE THE BATTING CAGES AND AREA SURROUNDING THE CAGES 15,000

KUTZTOWN AREA SCHOOL DISTRICT

251 LONG LANE RD
KUTZTOWN,PA19530 		  PC TO PROVIDE GENERAL SUPPORT FOR THE EDUCATION FOUNDATION 2,500

KUTZTOWN COMMUNITY LIBRARY

70 BIEBER ALLEY
KUTZTOWN,PA19530 		  PC TO ENCOURAGE READING 1,000

KUTZTOWN FAIR ASSOCIATION

450 WENTZ ST
KUTZTOWN,PA19530 		  PC TO PROVIDE SUPPORT FOR THE KUTZTOWN FAIR 3,000

KUTZTOWN FOLK FESTIVAL

PO BOX 306
KUTZTOWN,PA19530 		  PC FESTIVAL SPONSORSHIP 1,000

KUTZTOWN ROTARY CLUB

272 WEST MAIN STREET
KUTZTOWN,PA19530 		  PC TO PROVIDE GENERAL SUPPORT FOR THE ROTARY CLUB 1,000

LEHIGH VALLEY HEALTH NETWORK

ROUTES 222 AND 662
FLEETWOOD,PA19522 		  PC TO SUPPORT THE HEALTH NETWORK IN THE LOCAL COMMUNITY 2,500

LEUKEMIA & LYMPHOMA SOCIETY

100 N 20TH STREET SUITE 405
PHILADELPHIA,PA19103 		  PC TO FIND A CURE FOR LEUKEMIA AND LYMPHOMA DISEASE 3,000

LITERACY COUNCIL OF READING-BERKS

35 SOUTH DWIGHT STREET
WEST LAWN,PA196091830 		  PC FOR THE HEP SCHOLARSHIP FUND 2,500

LONGSWAMP TWP HISTORICAL SOCIETY

PO BOX 610
MERTZTOWN,PA19539 		  PC TO PROVIDE SUPPORT FOR THE SAVE OUR STATION CAPITAL CAMPAIGN 5,000

MACUNGIE ELEMENTARY PTO

4062 BROOKSIDE ROAD
MACUNGIE,PA18062 		  PC TO HELP BUILD AN INCLUSIVE PLAYGROUND 2,500

MAKE A WISH FOUNDATION

5 VALLEY SQUARE SUITE 210
BLUE BELL,PA19422 		  PC TO FULLFILL THE WISHES OF TERMINALLY ILL CHILDREN 1,000

MARY'S SHELTER

615 KENHORST BLVD
READING,PA19611 		  PC TO PROVIDE SUPPORT TO IMPROVE THE QUALITY OF LIFE FOR THOSE LESS FORTUNATE 2,000

MASONIC CHARITIES

ONE MASONIC DRIVE
ELIZABETHTOWN,PA170229964 		  PC TO HELP CHILDREN DEVELOP BRIGHT FUTURES 1,000

MILLER-KEYSTONE BLOOD CENTER

1465 VALLEY CENTER PARKWAY
BETHLEHEM,PA18017 		  PC TO SUPPORT BLOOD RESOURCES 2,000

MUSCULAR DISTROPHY ASSOCIATION

400 W WISCONSIN AVE
MILWAUKEE,WI53202 		  PC BLACK N BLUE BALL 5,000

NATIONAL MS SOCIETY

30 S 17TH STREET SUITE 800
PHILADELPHIA,PA19103 		  PC ANNUAL FUND 2,000

NEW JOURNEY COMMUNITY OUTREACH

138 S 6TH ST
READING,PA19602 		  PC TO PROVIDE SUPPORT FOR A DAILY SOUP KITCHEN, WEEKLY FOOD PANTRY, AND WEEKLY CLOTHING CENTER FOR INDIVIDUALS AND FAMILIES IN NEED 3,000

OLEWEIN FIRE DEPARTMENT

200 W CHARLES STREET
OELWEIN,IA50662 		  PC TO ASSIST WITH THE PURCHASE OF A NEW AERIAL LADDER TRUCK 75,000

OLEY VALLEY COMMUNITY BENEFIT ASSOCIATION

36 ANNABETH ROAD
OLEY,PA19547 		  PC TO HELP BRING SPIRTITUAL AND FINANCIAL SUPPORT TO COMMUNITY MEMBERS 750

OLEY VALLEY COMMUNITY EDUCATION FOUNDATION

PO BOX 331
OLEY,PA19547 		  PC FOR THE DR. ZACKON 5K MEMORIAL FUND 2,500

OLEY VALLEY COMMUNITY FAIR ASSOCIATION

PO BOX 55
OLEY,PA19547 		  PC TO FUND THE OLEY VALLEY COMMUNITY FAIR ASSOCAITION 2,500

OLEY VALLEY SCHOOL DISTRICT

17 JERFFERSON STREET
OLEY,PA19547 		  PC TO SUPPORT TEACHER APPRECIATION WEEK AND PROVIDE GENERAL SUPPORT 1,000

OLIVET BOYS AND GIRLS CLUB

1161 PERSHING BOULEVARD
READING,PA19611 		  PC TO HELP CHILDREN BUILD BRIGHT FUTURES 2,500

ONE WISH FOUNDATION

85 KIM WINONA CT
EVANSVILLE,PA19522 		  PC TO PROVIDE GENERAL SUPPORT 1,000

OPPORTUNITY HOUSE

430 N 2ND STREET
READING,PA19601 		  PC TO EDUCATE AND EMPOWER PEOPLE 1,000

OPTIMIST CLUB OF KUTZTOWN FOUNDATION

PO BOX 123
KUTZTOWN,PA19530 		  PC TO PROVIDE SUPPORT FOR THE FOOLS RUN 1,000

PROSPECTUS BERCO

840 WILLIAM LANE
READING,PA19604 		  PC TO INSPIRE PEOPLE WITH DISABILITIES AND SPECIAL NEEDS 5,000

READING HOSPITAL FOUNDATION

6 AVENUE AND SPRUCE STREET
WEST READING,PA19611 		  PC TO SUPPORT IN CANCER RESEARCH 15,000

READING MUSICAL FOUNDATION

PO BOX 14835
READING,PA196124835 		  PC TO PROVIDE SUPPORT FOR BERKS SHINES 3,000

READING PUBLIC MUSEUM

500 MUSEUM ROAD
READING,PA19611 		  PC TO EDUCATE AND ENLIGHTEN THROUGH ART, SCIENCE, AND CIVILIZATION 1,000

READING SCIENCE CENTER

645 PENN STREET
READING,PA19601 		  PC TO PRESENT SCIENCE CONCEPTS TO THE PUBLIC 1,500

READING SYMPHONY ORCHESTRA

147 N 5TH STREET SUITE 4
READING,PA196013494 		  PC TO PROMOTE MUSIC IN THE COMMUNITY 2,500

RED KNIGHTS OF PA 10

2115 CLEVELAND AVENUE
WEST LAWN,PA19609 		  PC DEPUTY CHIEF SPONSORSHIP OF THE FIREFIGHTERS MEMORIAL RIDE 750

SAFE BERKS

255 CHESTNUT STREET
READING,PA19602 		  PC TO ASSIST LOCAL WOMEN IN NEED 5,000

SALVATION ARMY

301 S 5TH STREET
READING,PA19602 		  PC TO MEET HUMAN NEEDS WITHOUT DISCRIMINATION 1,000

SHEPHERD'S CENTER OF GREATER WINSTON-SALEM

1700 EBERT ST
WINSTONSALEM,NC27103 		  PC TO PROVIDE SUPPORT SERVICES FOR OLDER ADULTS 1,000

SOUTH MOUNTAIN YMCA

201 CUSHION PEAK ROAD
REINHOLDS,PA17569 		  PC TO CONTRIBUTE TO THE REACH OUT FOR YOUTH CAMPAIGN 3,000

ST IGNATIUS LOYOLA REGIONAL SCHOOL

2700 ST ALBANS DR
READING,PA19609 		  PC TO PROVIDE GENERAL SUPPORT FOR THE SCHOOL 1,000

ST JUDES CHILDREN'S RESEARCH HOSPITAL

501 ST JUDES PLACE
MEMPHIS,TN38105 		  PC TO ASSIST IN CHILDRENS CANCER RESEARCH 1,000

SWE LEHIGH VALLEY SECTION

4209 ESTATES DRIVE
CENTER VALLEY,PA18034 		  PC SCHOLARSHIP FUND 1,000

THRESHOLD REHABILITATION SERVICES INC

1000 LANCASTER AVE
READING,PA19607 		  PC SCHOLARSHIP FUND 500

VALLEY YOUTH HOUSE

539 8TH AVE
BETHLEHEM,PA18018 		  PC TO PROVIDE RESOURCES FOR HOUSING 500

VISION RESOURCE CENTER OF BERKS COUNTY

2020 HAMPDEN BLVD
READING,PA19604 		  PC TO AID IN THE PREVENTION OF BLINDNESS 1,000

VOICEUP BERKS

201 WASHINGTON STREET SUITE 547
READING,PA19601 		  PC TO SUPPORT VOLUNTEER OPPORTUNITIES IN BERKS COUNTY 5,000

WACOSA

2959 CLEARWATER RD
SAINT CLOUD,MN56301 		  PC TO PROVIDE GENERAL SUPPORT 1,200

WILSON EDUCATION FOUNDATION

2601 GRANDVIEW BLVD
WEST LAWN,PA19609 		  PC TO IMPACT STUDENTS LIVES BY SUPPORTING WILSON SCHOOL DISTRICT 2,500

YMCA OF READING AND BERKS COUNTY

631 WASHINGTON STREET
READING,PA19601 		  PC ANNUAL FUND 3,500
Total .................................right arrow 3a 388,233
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 ....     14 504,518  
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 ............ 		    14 135,354  
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) .. 0 639,872 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
639,872
(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 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) (2023)
Schedule B (Form 990) (2023) 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
ESTATE OF HELEN S BREIDEGAM
 
PO BOX 679
 
READING, PA19603

$ 40,416,169


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
DANIEL MIKSIEWICZ
40 FORGEDALE RD
 
FLEETWOOD, PA19522

$ 100,861


(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 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
1
 EAST PENN MANUFACTURING CO INC STOCK $ 40,416,169 2023-10-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 266 SHS VANGUARD S&P 500 ETF $ 100,861 2023-05-08
(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 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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,752 3,376   3,376

TY 2023 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 1,668,935 1,716,506

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 3,235,600 4,435,043

TY 2023 OtherDecreasesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Description Amount
INVESTMENT ACCOUNT TIMING DIFFERENCE 65,065


TY 2023 OtherExpensesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 90 0   90


TY 2023 OtherIncreasesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Description Amount
NONDIVIDEND DISTRIBUTIONS 1,657


TY 2023 OtherLiabilitiesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Description Beginning of Year - Book Value End of Year - Book Value
UNCLEARED CHECKS 12,500 86,500


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ACCOUNT FEES 42,793 42,793   0
CONSULTING FEES 24,330 12,165   12,165


TY 2023 SubstantialContributorsSch
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Name Address
EAST PENN MANUFACTURING CO INC
  		102 DEKA ROAD
LYON STATION,PA19536


TY 2023 TaxesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 3,964 3,964   0
FEDERAL TAXES PAID 6,668 0   0