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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE WYOMISSING FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)960 OLD MILL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WYOMISSING, PA19610
A Employer identification number

23-1980570
B Telephone number (see instructions)

(610) 376-7494
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$40,721,803J 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) 2,100
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 832,758 832,758  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,088,058
b Gross sales price for all assets on line 6a 9,832,799
7 Capital gain net income (from Part IV, line 2)... 1,088,058
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........ 1,922,916 1,920,816  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 106,400 9,576   96,824
14 Other employee salaries and wages...... 199,285 19,530   179,755
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,249 9,680   11,569
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
140,009 88,391   51,618
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
67,723 2,449   38,074
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
8,798 8,798  
20 Occupancy.............. 20,385 734   19,651
21 Travel, conferences, and meetings....... 16,815 0   16,815
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
84,575 419   84,156
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 665,239 139,577   498,462
25 Contributions, gifts, grants paid....... 1,728,858 1,840,795
26 Total expenses and disbursements. Add lines 24 and 25 2,394,097 139,577   2,339,257
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -471,181
b Net investment income (if negative, enter -0-) 1,781,239
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 63,037 18,844 18,844
2 Savings and temporary cash investments......... 253,506 339,409 339,409
3 Accounts receivable right arrow1,000
Less: allowance for doubtful accounts right arrow     1,000 1,000
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 arrow1,000,000
Less: allowance for doubtful accounts right arrow0 1,000,000 1,000,000 1,000,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 31,182 22,640 22,640
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,593,821 Click to see attachment
List of Attached Documents:
// Content
2,510,971 		2,885,875
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).......... 27,443,438 Click to see attachment
List of Attached Documents:
// Content
28,380,123 		36,179,773
14 Land, buildings, and equipment: basis right arrow1,055,412
Less: accumulated depreciation (attach schedule) right arrow790,150 274,060 Click to see attachment
List of Attached Documents:
// Content
265,262 		265,262
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
9,000 		Click to see attachment
List of Attached Documents:
// Content
9,000 		Click to see attachment
List of Attached Documents:
// Content
9,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,668,044 32,547,249 40,721,803
Liabilities 17 Accounts payable and accrued expenses..........   509
18 Grants payable................. 1,047,143 939,346
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)......... 1,047,143 939,855
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........... 31,620,901 31,607,394
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 31,620,901 31,607,394
30 Total liabilities and net assets/fund balances (see instructions). 32,668,044 32,547,249
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
31,620,901
2
Enter amount from Part I, line 27a .....................
2
-471,181
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,875,193
4
Add lines 1, 2, and 3 ..........................
4
34,024,913
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,417,519
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,607,394
Form 990-PF (2024)
Form 990-PF (2024)
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 9,832,799   8,744,741 1,088,058
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       1,088,058
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 1,088,058
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 24,759
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 24,759
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 24,759
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 27,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 28,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 55,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 266
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 30,175
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow30,175 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2024 or the taxable year beginning in 2024? 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. ...............................
10
 
No
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 arrowWWW.WYOFOUND.ORG
14
The books are in care ofright arrowTHE WYOMISSING FOUNDATION INC Telephone no.right arrow (610) 376-7494

Located atright arrow960 OLD MILL ROADWYOMISSINGPA ZIP+4right arrow19610
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
PATRICIA GILES PRESIDENT
36.00 		106,400 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
KATHLEEN HERBEIN CHAIRPERSON
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
KATHRYN LAVINIA SCHEFFEY VICE CHAIRPERSON
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
KRISTEN GROFF SECRETARY
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
TOD AUMANN TREASURER
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
MARY KARGBO DIRECTOR
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
JULIA FRY LANDSTREET DIRECTOR
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
PAUL OXHOLM DIRECTOR
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
SCOTT REHR DIRECTOR
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
ELIZA LAKE DIRECTOR
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
DAN SCHEFFEY DIRECTOR
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
MARCELINO COLON JR DIRECTOR
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
ANA WEITZ COMMUNITY ADVISOR
2.00 		0 0 0
960 OLD MILL ROAD
WYOMISSING,PA19610
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 (2024)
Form 990-PF (2024)
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
 
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 NOT APPLICABLE - QUALIFYING DISTRIBUTIONS ARE MADE TO VARIOUS GRANTEE ORGANIZATIONS WHICH HELP TO ACCOMPLISH THE GRANTEE ORGANIZATION'S CHARITABLE, EDUCATIONAL, OR SIMILAR EXEMPT PURPOSE. QUALIFYING DISTRIBUTIONS ARE NOT USED BY THE FOUNDATION ITSELF. 0
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 COMMUNITY FIRST FUND - THE FOUNDATION PLEDGED A $1,000,000 LOAN TO BE USED AS PART OF COMMUNITY FIRST'S GENERAL LOAN FUND TO SUPPORT SMALL BUSINESS DEVELOPMENT AND COMMUNITY BASED ORGANIZATIONS THROUGHOUT THE GREATER READING AREA. 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
38,537,811
b
Average of monthly cash balances.......................
1b
385,564
c
Fair market value of all other assets (see instructions)................
1c
1,000,000
d
Total (add lines 1a, b, and c).........................
1d
39,923,375
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
39,923,375
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
598,851
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,324,524
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,966,226
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
1,966,226
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
24,759
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,759
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,941,467
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,941,467
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
1,941,467
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
2,339,257
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
2,339,257
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,941,467
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 92,977
f Total of lines 3a through e ........ 92,977
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,339,257
a Applied to 2023, 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 2024 distributable amount..... 1,941,467
e Remaining amount distributed out of corpus 397,790
5 Excess distributions carryover applied to 2024. 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 5 490,767
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		490,767
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 92,977
e Excess from 2024.... 397,790
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CO THE FOUNDATION
960 OLD MILL ROAD
WYOMISSING,PA19610
(610) 376-7494
bThe form in which applications should be submitted and information and materials they should include:
BY LETTER
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
Form 990-PF (2024)
Form 990-PF (2024)
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

ALVERNIA UNIVERSITY

400 S BERNARDINE STREET
READING,PA19607 		  PC PUBLIC CHARITY COMMUNITY GRANTS PROGRAM-CAPACITY BUILDING/TOTAL EXP LEARNING 55,000

ANNE ARUNDEL COUNTY PUBLIC LIBRARY FOUNDATION

5 HARRY S TURMAN PKY
ANNAPOLIS,MD21406 		  PC PUBLIC CHARITY FAMILY SMALL GRANTS PROGRAM 15,000

ARTGARAGE INC

246 WARREN TPK RD
FALLS VILLAGE,CT06031 		  PC PUBLIC CHARITY FAMILY SMALL GRANTS PROGRAM 15,000

BARRIO ALEGRIA

140 N 5TH STREET
READING,PA19601 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS-BELL'S ALLY MURAL 5,000

BARRIO ALEGRIA

140 N 5TH STREET
READING,PA19601 		  PC PUBLIC CHARITY STRATEGIC INIATIVES-FARO GRANTS 3,000

BARRIO ALEGRIA

140 N 5TH STREET
READING,PA19601 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS-FINANCIAL LITERACY PROGRAM 8,000

BARRIO ALEGRIA

140 N 5TH STREET
READING,PA19601 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS-SOP PARK ACTIVITIES 2,230

BARRIO ALEGRIA

140 N 5TH STREET
READING,PA19601 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS-SOP COORDINATOR 52,400

BARRIO ALEGRIA

140 N 5TH STREET
READING,PA19601 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS-ALAS/ARTS PROGRAMS 18,000

BERKS BARDS INC

100 HEMLOCK DRIVE
FREDERICKSBURG,PA17026 		  PC PUBLIC CHARITY STRATEGIC INIATIVES-FARO GRANTS 5,000

BETHESDA GREEN

4825 CORDELL AVE SUITE 200
BETHESDA,MD20814 		  PC PUBLIC CHARITY FAMILY SMALL GRANTS PROGRAM 15,000

BLOCK 2 BANK FISHING

1200 JOAN TER
READING,PA19611 		  PC PUBLIC CHARITY STRATEGIC INIATIVES-FARO GRANTS 5,000

BLWDC

450 SOUTH 6TH STREET
READING,PA19602 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS-COMMUNITY NAVIGATOR POSITION 54,000

BOYERTOWN AREA MULTI-SERVICE

200 WEST SPRING STREET
BOYERTOWN,PA19512 		  PC PUBLIC CHARITY COMMUNITY GRANT PROGRAM-CAPACITY BUILDING 12,218

CENTRO HISPANO HARWOOD INITIATIVE

201 PENN STREET
READING,PA19601 		  PC PUBLIC CHARITY COMMUNITY DISCRETIONARY 7,400

COMMUNITIES IN SCHOOLS

739 N 12TH STREET
ALLENTOWN,PA18102 		  PC PUBLIC CHARITY COMMUNITY GRANT PROGRAM-CAPACITY BUILDING 30,000

CORPORATE ACCOUNTABILITY

10 MILK STREET SUITE 610
BOSTON,MA02108 		  PC PUBLIC CHARITY FAMILY SMALL GRANTS PROGRAM 15,000

FAMILY GUIDANCE CENTER

1105 BERKSHIRE BLVD SUITE 110
WYOMISSING,PA19610 		  PC PUBLIC CHARITY COMMUNITY GRANT PROGRAM-ENHANCE TECHNOLOGY 25,000

GOGGLEWORKS

201 WASHINGTON STREET
READING,PA19601 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS - GOGGLEWORKS CENTER FOR THE ARTS GARDENS 10,000

GOGGLEWORKS

201 WASHINGTON STREET
READING,PA19601 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS - GOGGLEWORKS CENTER FOR THE ARTS GARDENS 25,000

HELPING HARVEST

117 MORGAN DRIVE
READING,PA19608 		  PC PUBLIC CHARITY STRATEGIC INITIATIVES-COMMUNITY KITCHEN 100,000

IM ABLE FOUNDATION

1007 HILL AVENUE BUILDING 17
WYOMISSING,PA19610 		  PC PUBLIC CHARITY COMMUNITY GRANT PROGRAM-CAPACITY BUILDING/VETERANS OLFTF PROGRAM 15,017

LATIN FUSION BASEBALL

808 N 11TH STREET
READING,PA19604 		  PC PUBLIC CHARITY STRATEGIC INIATIVES-FARO GRANTS 5,000

LITERACY COUNCIL

35 DWIGHT STREET
WEST LAWN,PA19610 		  PC PUBLIC CHARITY COMMUNITY DISCRETIONARY 4,250

PA CHILD CARE ASSOCIATON

20 ERFORD ROAD SUITE 302
LEMOYNE,PA17043 		  PC PUBLIC CHARITY COMMUNITY GRANTS PROGRAM-TEACH HOME BASED PROVIDERS 42,700

PA HUMANITIES COUNCIL

230 SOUTH BORAD STREET SUITE 403
PHILADELPHIA,PA19102 		  PC PUBLIC CHARITY COMMUNITY GRANT PROGRAM-RAIN POETRY 25,000

READING MUSICAL FOUNDATION

201 WASHINGTON STREET
READING,PA19611 		  PC PUBLIC CHARITY COMMUNITY GRANT PROGRAM-ANNUAL SUPPORT 35,000

READING PUBLIC LIBRARY

100 S 5TH STREET
READING,PA19602 		  GOV DOMESTIC OR FOR STRATEGIC INITIATIVES-COMMUNITY ENGAGEMENT MANAGER 56,500

READING PUBLIC LIBRARY

100 S 5TH STREET
READING,PA19602 		  GOV DOMESTIC OR FOR COMMUNITY DEVELOPMENT GRANTS- NORTHEAST READING YOUTH DEVELOPMENT- NE READING SUMMER AT RPL 5,000

READING PUBLIC LIBRARY

100 S 5TH STREET
READING,PA19602 		  GOV DOMESTIC OR FOR STRATEGIC INITIATIVES-SOUTH OF PENN SUMMER PROGRAM 7,000

READING PUBLIC MUSEUM

500 MUSEUM ROAD
READING,PA19611 		  PC PUBLIC CHARITY COMMUNITY GRANTS PROGRAM-ANNUAL 60,000

READING PUBLIC MUSEUM

500 MUSEUM ROAD
READING,PA19611 		  PC PUBLIC CHARITY STRATEGIC INITIATIVES 100,000

READING RECREATION COMMISSION

320 S 3RD STREET
READING,PA19602 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS YOUTH PROGRAMS 20,000

READING SCIENCE CENTER

645 PENN STREET
READING,PA19601 		  PC PUBLIC CHARITY COMMUNITY GRANTS PROGRAM 28,000

READING SCIENCE CENTER

645 PENN STREET
READING,PA19601 		  PC PUBLIC CHARITY FAMILY SMALL GRANTS PROGRAM 15,000

RONALD MCDONALD HOUSE

3925 CHESNUT STREET
PHILADELPHIA,PA19104 		  PC PUBLIC CHARITY COMMUNITY GRANTS PROGRAM 7,500

SCHUYLKILL RIVER GREENWAYS ASSOCATON

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  PC PUBLIC CHARITY COMMUNITY GRANTS PROGRAM-ENGINEERING RDG TRAIL 25,000

SPOTLIGHT PA START UP

312 MARKET STREET PO BOX 11728
HARRISBURG,PA17108 		  PC PUBLIC CHARITY STRATEGIC INITIATIVES 100,000

THE REAL DEAL 610

645 PENN STREET FL 3
READING,PA19601 		  PC PUBLIC CHARITY STRATEGIC INIATIVES-FARO GRANTS 5,000

THE SALVATION ARMY

301 S 5TH STREET
READING,PA19602 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS-SUMMER CAMP 5,000

UNITED WAY OF BERKS COUNTY

25 N 2ND STREET SUITE 101
READING,PA19601 		  PC PUBLIC CHARITY ANNUAL CAMPAIGN 201,000

WEST COMMUNITY REVITALIZATION FOUNDATION

20 N 6TH STREETING
WEST READING,PA19611 		  PC PUBLIC CHARITY COMMUNITY DEVELOPMENT GRANTS 13,710

WYOMISSING FIRE & POLICE WELLNESS

22 READING BOULEVARD
WYOMISSING,PA19610 		  PC PUBLIC CHARITY COMMUNITY GRANTS PROGRAM 25,000

WYOMISSING PUBLIC LIBRARY

9 READING BOULEVARD
WYOMISSING,PA19610 		  GOV DOMESTIC OR FOR COMMUNITY GRANT PROGRAM-SENSORY SUPPORT FOR LIBRARY 13,370
Total .................................right arrow 3a 1,291,295
bApproved for future payment

COMMUNITIES IN SCHOOLS
739 N 12TH STREET
ALLENTOWN,PA18102 		  PC PUBLIC CHARITY COMMUNITY GRANT PROGRAM-CAPACITY BUILDING 30,000

HELPING HARVEST
117 MORGAN DRIVE
READING,PA19608 		  PC PUBLIC CHARITY STRATEGIC INITIATIVES-COMMUNITY KITCHEN 200,000

PA CHILD CARE ASSOCIATION
20 ERFORD ROAD SUITE 302
LEMOYNE,PA17043 		  PC PUBLIC CHARITY COMMUNITY GRANTS PROGRAM-TEACH HOME BASED PROVIDERS 7,563

SPOTLIGHT PA START UP
312 MARKET STREET PO BOX 11728
HARRISBURG,PA17108 		  PC PUBLIC CHARITY STRATEGIC INITIATIVES 200,000
Total ................................. right arrow 3b 437,563
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     18 832,758  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,088,058  
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 1,920,816 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,920,816
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL FEES 1,889 0   1,889
AUDIT FEES 19,360 9,680   9,680

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
960 OLD MILL ROAD - LAND 1972-07-20 123,000   NC 40.000000000000 0 0    
960 OLD MILL ROAD - BUILDING 2003-10-15 469,956 109,719 SL 39.000000000000 6,025 0    
BUILDING IMPROVEMENTS - OLD MILL ROAD 2003-10-15 243,517 243,517 SL 15.000000000000 0 0    
DEHUMIDIFICATION SYSTEM 2005-03-03 2,290 2,290 200DB 7.000000000000 0 0    
BUILDING IMPROVEMENTS - OLD MILL CONFERENCE ROOM 2008-04-17 15,794 6,362 SL 39.000000000000 405 0    
TELEPHONE BY FAX 2000-06-29 282 282 SL 7.000000000000 0 0    
SPRINT PHONES 2000-02-13 3,040 3,040 SL 7.000000000000 0 0    
MOVEABLE PANELS 2000-01-15 49,040 49,040 SL 7.000000000000 0 0    
OFFICE FURNITURE 2000-05-15 39,690 39,690 SL 7.000000000000 0 0    
LATERAL FILES, STORAGE CABINETS & TABLE 2000-05-30 2,560 2,560 SL 7.000000000000 0 0    
7 FOUR-DRAWER FILE CABINETS WITH LOCKS 2000-01-27 280 280 SL 7.000000000000 0 0    
7 FOUR-DRAWER FILE CABINETS 2000-01-27 280 280 SL 7.000000000000 0 0    
MAP FILE CABINET 2000-01-27 50 50 SL 7.000000000000 0 0    
FOUR-DRAWER FIREPROOF FILE CABINET WITH LOCK 2000-01-27 160 160 SL 7.000000000000 0 0    
DOUBLE WOODEN LATERAL FILE CABINET WITH LOCKS 2000-01-27 100 100 SL 7.000000000000 0 0    
WOODEN LATERAL FILE CABINET WITH LOCK 2000-01-27 50 50 SL 7.000000000000 0 0    
SINGLE PEDESTAL WOODEN DESK 2000-01-27 200 200 SL 7.000000000000 0 0    
HIGH-BACK EXECUTIVE SWIVEL CHAIR 2000-01-27 150 150 SL 7.000000000000 0 0    
3 EXECUTIVE ARM CHAIRS 2000-01-27 150 150 SL 7.000000000000 0 0    
TWO-PIECE SECTIONAL SOFA 2000-01-27 160 160 SL 7.000000000000 0 0    
CREDENZA 2000-01-27 100 100 SL 7.000000000000 0 0    
SINGLE WOODEN PEDESTAL RETURN 2000-01-27 100 100 SL 7.000000000000 0 0    
OLD MILL - TABLE 2002-02-22 119 119 SL 7.000000000000 0 0    
OLD MILL - DESK 2003-11-24 2,074 2,074 SL 7.000000000000 0 0    
OLD MILL - SIGN 2004-09-08 2,305 2,305 SL 7.000000000000 0 0    
OFFICE FURNITURE 2004-02-27 2,587 2,587 SL 7.000000000000 0 0    
STORAGE SHED 2004-06-08 1,140 1,140 SL 7.000000000000 0 0    
MIX BLOWER 2005-08-09 506 506 200DB 7.000000000000 0 0    
GENERATOR 2006-12-15 6,195 6,195 200DB 7.000000000000 0 0    
BOARD ROOM TABLE 2008-06-06 7,829 3,914 200DB 7.000000000000 0 0    
OFFICE FURNITURE 2010-05-10 821 410 200DB 7.000000000000 0 0    
WORLD LAWN MOWER 2012-05-03 2,319 1,159 200DB 7.000000000000 0 0    
WORKSTATION RENOVATION 2013-10-13 902 451 200DB 7.000000000000 0 0    
ALARM SYSTEM 2013-12-13 446 446 200DB 7.000000000000 0 0    
NETWORK 2003-05-14 11,895 11,895 SL 5.000000000000 0 0    
PHONE SYSTEM 2003-10-31 8,250 8,250 SL 10.000000000000 0 0    
NEW COMPUTER 2004-02-13 1,832 1,832 SL 7.000000000000 0 0    
TELEPHONE WIRING 2004-02-27 700 700 SL 7.000000000000 0 0    
COMPUTER INTERNET 2004-02-27 1,495 1,495 SL 7.000000000000 0 0    
NEW COMPUTER 2006-07-31 3,003 3,003 200DB 7.000000000000 0 0    
INFOCUS PROJECTOR 2006-12-27 809 809 200DB 7.000000000000 0 0    
65W SMART 2006-12-27 572 572 200DB 7.000000000000 0 0    
EQUIPMENT 2006-12-27 275 275 200DB 7.000000000000 0 0    
COMPUTER SERVER 2008-03-18 5,027 5,027 200DB 5.000000000000 0 0    
COMPUTER SERVER HARDWARE 2008-04-17 4,920 4,920 200DB 5.000000000000 0 0    
LAPTOP & PROJECTOR 2008-07-30 2,366 2,366 200DB 5.000000000000 0 0    
2 COMPUTERS 2010-10-09 1,366 683 200DB 5.000000000000 0 0    
COMPUTER EQUIPMENT & SOFTWARE 2013-07-13 3,892 3,892 200DB 5.000000000000 0 0    
BOARD ROOM CHAIRS 2018-12-31 7,992 6,684 200DB 7.000000000000 698 0    
REPLACE HEAT & AC SYSTEM 2019-06-01 8,790 2,686 SL 15.000000000000 586 0    
COMPUTER EQUIPMENT 2019-12-31 5,123 4,633 200DB 5.000000000000 490 0    
FLAGSTONE STAIRS AND RAMP 2023-03-21 8,913 446 SL 15.000000000000 594 0    

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY SECURITIES 2,510,971 2,885,875

TY 2024 InvestmentsOtherSchedule2
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CAPITAL DYNAMICS MID MARKET IV AT COST 1,047,000 1,056,798
ACCOLADE GROWTH AT COST 376,145 731,659
ACCOLADE PARTNERS VI-C AT COST 300,002 411,344
GREENSPRINGS OPPORTUNITIES V AT COST 475,000 544,681
VALSTONE OPPORTUNITY FUND AT COST 951,219 766,939
PERMAL AT COST 782,000 34,144
LONG TERM INVESTMENTS AT COST 16,541,156 27,050,048
IRONSIDES IV GP, LLC AT COST 730,107 187,904
INTRINSIC EDGE PLUS OFFSHORE AT COST 0 62,419
GREENSPRINGS IV AT COST 1,000,000 394,187
GOLUB CAPITAL PARTNERS 10 LP AT COST 875,000 900,104
CRESTLINE OPPORTUNITY AT COST 1,017,609 315,314
CIS VENTURE PARTNERS 2013 AT COST 300,023 303,647
CIS VENTURE PARTNERS AT COST 250,000 199,437
IRONSIDES III AT COST 1,228,873 412,585
AULBRASS AT COST 505,989 632,091
MAGNITUDE AT COST 2,000,000 2,176,472

TY 2024 LandEtcSchedule2
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
960 OLD MILL ROAD - LAND 123,000 0 123,000 123,000
960 OLD MILL ROAD - BUILDING 469,956 350,722 119,234 119,234
BUILDING IMPROVEMENTS - OLD MILL ROAD 243,517 243,517 0 0
DEHUMIDIFICATION SYSTEM 2,290 2,290 0 0
BUILDING IMPROVEMENTS - OLD MILL CONFERENCE ROOM 15,794 6,767 9,027 9,027
TELEPHONE BY FAX 282 282 0 0
SPRINT PHONES 3,040 3,040 0 0
MOVEABLE PANELS 49,040 49,040 0 0
OFFICE FURNITURE 39,690 39,690 0 0
LATERAL FILES, STORAGE CABINETS & TABLE 2,560 2,560 0 0
7 FOUR-DRAWER FILE CABINETS WITH LOCKS 280 280 0 0
7 FOUR-DRAWER FILE CABINETS 280 280 0 0
MAP FILE CABINET 50 50 0 0
FOUR-DRAWER FIREPROOF FILE CABINET WITH LOCK 160 160 0 0
DOUBLE WOODEN LATERAL FILE CABINET WITH LOCKS 100 100 0 0
WOODEN LATERAL FILE CABINET WITH LOCK 50 50 0 0
SINGLE PEDESTAL WOODEN DESK 200 200 0 0
HIGH-BACK EXECUTIVE SWIVEL CHAIR 150 150 0 0
3 EXECUTIVE ARM CHAIRS 150 150 0 0
TWO-PIECE SECTIONAL SOFA 160 160 0 0
CREDENZA 100 100 0 0
SINGLE WOODEN PEDESTAL RETURN 100 100 0 0
OLD MILL - TABLE 119 119 0 0
OLD MILL - DESK 2,074 2,074 0 0
OLD MILL - SIGN 2,305 2,305 0 0
OFFICE FURNITURE 2,587 2,587 0 0
STORAGE SHED 1,140 1,140 0 0
MIX BLOWER 506 506 0 0
GENERATOR 6,195 6,195 0 0
BOARD ROOM TABLE 7,829 7,829 0 0
OFFICE FURNITURE 821 821 0 0
WORLD LAWN MOWER 2,319 2,319 0 0
WORKSTATION RENOVATION 902 902 0 0
ALARM SYSTEM 446 446 0 0
NETWORK 11,895 11,895 0 0
PHONE SYSTEM 8,250 8,250 0 0
NEW COMPUTER 1,832 1,832 0 0
TELEPHONE WIRING 700 700 0 0
COMPUTER INTERNET 1,495 1,495 0 0
NEW COMPUTER 3,003 3,003 0 0
INFOCUS PROJECTOR 809 809 0 0
65W SMART 572 572 0 0
EQUIPMENT 275 275 0 0
COMPUTER SERVER 5,027 5,027 0 0
COMPUTER SERVER HARDWARE 4,920 4,920 0 0
LAPTOP & PROJECTOR 2,366 2,366 0 0
2 COMPUTERS 1,366 1,366 0 0
COMPUTER EQUIPMENT & SOFTWARE 3,892 3,892 0 0
BOARD ROOM CHAIRS 7,992 7,382 610 610
REPLACE HEAT & AC SYSTEM 8,790 3,272 5,518 5,518
COMPUTER EQUIPMENT 5,123 5,123 0 0
FLAGSTONE STAIRS AND RAMP 8,913 1,040 7,873 7,873


TY 2024 OtherAssetsSchedule
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PAINTINGS COLLECTION 9,000 9,000 9,000


TY 2024 OtherDecreasesSchedule
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Description Amount
CHANGE IN FAIR MARKET VALUE OF ASSETS 2,417,519


TY 2024 OtherExpensesSchedule
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRESENT VALUE DISCOUNT EXPENSE 4,140 0   4,140
DUES & SUBSCRIPTIONS 2,094 419   1,675
WEBSITE EXPENSE 5,025 0   5,025
INSURANCE 14,624 0   14,624
TELEPHONE AND INTERNET 7,318 0   7,318
OFFICE EXPENSE 51,374 0   51,374


TY 2024 OtherIncreasesSchedule
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Description Amount
UNREALIZED GAIN/LOSS 2,875,193


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING SERVICES 51,618 0   51,618
INVESTMENT MANAGEMENT FEES 88,391 88,391   0


TY 2024 TaxesSchedule
Name:
THE WYOMISSING FOUNDATION INC
EIN:
23-1980570
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 27,200 0   0
REAL ESTATE TAXES 15,531 0   15,531
PAYROLL TAXES 24,992 2,449   22,543