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 BREIDEGAM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1861 SANTA BARBARA DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANCASTER, PA17601
A Employer identification number

23-3094851
B Telephone number (see instructions)

(717) 735-8000
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$46,707,862J 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 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,250,592 2,250,592  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 396,244
b Gross sales price for all assets on line 6a 3,366,930
7 Capital gain net income (from Part IV, line 2)... 396,244
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........ 2,646,836 2,646,836  
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
4,784 2,392   2,392
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
181,006 66,518   114,488
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21,091 6,084   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
956 0   18
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 207,837 74,994   116,898
25 Contributions, gifts, grants paid....... 2,624,920 2,624,920
26 Total expenses and disbursements. Add lines 24 and 25 2,832,757 74,994   2,741,818
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -185,921
b Net investment income (if negative, enter -0-) 2,571,842
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............. 254,947 241,882 241,882
2 Savings and temporary cash investments......... 156,778 9,787 9,787
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 arrow38,262,404
Less: allowance for doubtful accounts right arrow0 40,116,337 38,262,404 38,262,404
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).......      
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).......... 4,904,535 Click to see attachment
List of Attached Documents:
// Content
6,658,902 		8,193,789
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) 45,432,597 45,172,975 46,707,862
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
86,500 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 86,500 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 45,346,097 45,172,975
29 Total net assets or fund balances (see instructions)..... 45,346,097 45,172,975
30 Total liabilities and net assets/fund balances (see instructions). 45,432,597 45,172,975
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
45,346,097
2
Enter amount from Part I, line 27a .....................
2
-185,921
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
299,376
4
Add lines 1, 2, and 3 ..........................
4
45,459,552
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
286,577
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
45,172,975
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 FNZ TRUST COMPANY      
b FNZ TRUST COMPANY      
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 2,132,497   2,061,807 70,690
b 1,234,433   908,879 325,554
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       70,690
b       325,554
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 2 396,244
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 35,749
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 35,749
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 35,749
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,397
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,397
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 139
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 13,509
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow13,509 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
 
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 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. 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 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)
 
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 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
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 (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
PAULA BARRETT FOUNDATION MANAGER 109,488
113 BEWLEY LANE
READING,PA19605
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 (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
8,074,644
b
Average of monthly cash balances.......................
1b
711,743
c
Fair market value of all other assets (see instructions)................
1c
39,197,255
d
Total (add lines 1a, b, and c).........................
1d
47,983,642
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
47,983,642
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
719,755
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
47,263,887
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,363,194
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
2,363,194
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
35,749
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
35,749
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,327,445
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,327,445
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
2,327,445
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
2,741,818
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
2,741,818
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 2,327,445
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 263,148
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......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,741,818
a Applied to 2023, but not more than line 2a 263,148
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..... 2,327,445
e Remaining amount distributed out of corpus 151,225
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 5 151,225
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 ...... 		151,225
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 151,225
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 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 (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

ALLENTOWN SYMPHONY ASSOCIATION

23 N 6TH STREET
ALLENTOWN,PA181011431 		  PC TO PROVIDE SUPPORT FOR A FIRST-CLASS SYMPHONY ORCHESTRA AND HALL 2,000

ALLENTOWN WEST ROTARY FOUNDATION

138 DEER RUN RD
KUTZTOWN,PA19530 		  PC GENERAL SUPPORT 500

ALVERNIA UNIVERSITY

400 SAINT BERNARDINE STREET
READING,PA19607 		  PC GENERAL SUPPORT 100,000

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE 17TH FLOOR
CHICAGO,IL606017633 		  PC TO PROVIDE SUPPORT FOR ALZHEIMER'S CARE, SUPPORT, AND RESEARCH 2,500

AMERICAN CANCER SOCIETY

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

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		  PC GENERAL SUPPORT 3,500

AMERICAN RED CROSS

701 CENTRE AVE
READING,PA19601 		  PC TO PROVIDE SUPPORT FOR THE HEROES BREAKFAST 10,000

ANGELMAN SYNDROME FOUNDATION

3015 E NEW YORK ST STE A2
AURORA,IL60504 		  PC GENERAL SUPPORT 1,000

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

BASEBALLTOWN CHARITIES

PO BOX 15050
READING,PA19612 		  PC GENERAL SUPPORT 1,500

BAYLOR SCOTT & WHITE CENTRAL TEXAS FOUNDATION

2401 S 31ST STREET
TEMPLE,TX76508 		  PC GENERAL SUPPORT 9,000

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 3,000

BERKS COUNTY COMMUNITY FOUNDATION

237 COURT STREET
READING,PA19601 		  PC TO PROVIDE GENERAL SUPPORT 17,000

BERKS ENCORE

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

BERKS NATURE

25 NORTH 11TH STREET
READING,PA19601 		  PC TO SUPPORT NATURAL CONSERVATIVE ACTIVITIES 26,000

BERKS YOUTH CHORUS

201 WASHINGTON STREET SUITE 506B
READING,PA196014040 		  PC ENCOURAGE APPRECIATION OF MUSIC 2,000

BIG BROTHERS BIG SISTERS OF LEHIGH VALLEY

41 S CARLISLE ST
ALLENTOWN,PA18109 		  PC GENERAL SUPPORT 2,500

BLANKETS OF HOPE

PO BOX 3617
READING,PA19606 		  PC GENERAL SUPPORT 20,000

BOROUGH OF KUTZTOWN

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

BOROUGH OF TOPTON

205 SOUTH CALLOWHILL ST
TOPTON,PA19562 		  PC GENERAL SUPPORT 600

BRANDYWINE COMMUNITY LIBRARY

60 TOWER DR
TOPTON,PA19562 		  PC GENERAL SUPPORT 11,000

BRANDYWINE FOOD PANTRY

658D NOBLE STREET
KUTZTOWN,PA19530 		  PC GENERAL SUPPORT 1,000

BREAST CANCER SUPPORT

529 READING AVENUE
WEST READING,PA19611 		  PC GENERAL SUPPORT 10,000

BRING THE CHANGE

201 WASHINGTON STREET SUITE 533
READING,PA19601 		  PC TO PROVIDE SUPPORT FOR THE CULTURAL DIVERSITY FESTIVAL 2,000

CARON TREATMENT CENTERS

PO BOX 150
WERNERSVILLE,PA19565 		  PC FOR SPONSORSHIP FOR THE ANNUAL DINNER 5,000

CASA OF BERKS

845 N PARK ROAD SUITE 307
WYOMISSING,PA19610 		  PC GENERAL SUPPORT 2,500

CENTRO HISPANO DANIEL TORRES

501 WASHINGTON STREET
READING,PA19601 		  PC TO SUPPORT AND ENHANCE LATINO ACCULTURATION 6,000

CHRIST MERTZ LUTHERAN CHURCH

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

CO-COUNTY WELLNESS SERVICES INC

429 WALNUT STREET
READING,PA19601 		  PC GENERAL SUPPORT 2,500

CONCERN - PROFESSIONAL SERVICES FOR CHILDREN YOUTH AND FAMILIES

ONE WEST MAIN STREET
FLEETWOOD,PA19522 		  PC TO PROVIDE QUALITY CHILD WELFARE SERVICES 2,000

CONNECTIONS WORK

19 N 6TH STREET
READING,PA19601 		  PC WORKFORCE DEVELOPMENT PROGRAMS 10,000

DAYSPRING HOMES INC

430 HAZEL STREET
READING,PA19611 		  PC GENERAL SUPPORT 1,000

DESMOID TUMOR RESEARCH FOUNDATION

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

EMERGING ENTREPRENEURS ACADEMY

2609 KEISER BLVD SUITE 102
WYOMISSING,PA19610 		  PC GENERAL SUPPORT 5,000

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 1,000

FOUNDATION FOR IUP

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

FOUNDATION FOR RACC

PO BOX 706
READING,PA19603 		  PC GENERAL SUPPORT 1,000

FRIEND INC

658D NOBLE STREET
KUTZTOWN,PA19530 		  PC TO HELP FIGHT HUNGER 2,750

FRIENDS OF FLEETWOOD PARK

PO BOX 604
FLEETWOOD,PA19522 		  PC GENERAL SUPPORT 9,000

GIRL SCOUTS OF EASTERN PA

330 MANOR ROAD
MIQUON,PA194449906 		  PC TO HELP GIRLS BUILD COURAGE, CONFIDENCE, AND CHARACTER 5,000

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 101,000

GREATER PHILADELPHIA YMCA

301 W SPRING ST
BOYERTOWN,PA19512 		  PC GENERAL SUPPORT 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

HAMBURG PUBLIC LIBRARY

35 NORTH THIRD STREET
HAMBURG,PA19526 		  PC GENERAL SUPPORT 30,000

HANNAH'S HOPE MINISTRIES

300 CHURCH STREET
READING,PA19601 		  PC TO ASSIST HOMELESS SINGLE MOTHERS ACHIEVE A BETTER LIFE FOR THEMSELVES AND THEIR CHILDREN 10,000

HAWK MOUNTAIN COUNCIL

5027 POTTSVILLE PIKE
READING,PA19605 		  PC GENERAL SUPPORT 2,500

HELPING HARVEST

117 MORGAN DRIVE
READING,PA19608 		  PC TO FEED THE HUNGRY AND DISTRIBUTE FOOD TO PEOPLE IN NEED 25,000

HISTORIC PRESERVATION TRUST

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

HISTORICAL SOCIETY OF BERKS

940 CENTRE AVE
READING,PA19601 		  PC GENERAL SUPPORT 15,000

INDIAN HILLS FOUNDATION

525 GRANDVIEW AVE
OTTUMWA,IA52501 		  PC GENERAL SUPPORT 200,000

JOHN PAUL II CENTER

1092 WELSH RD
SHILLINGTON,PA19607 		  PC TO PROVIDE SUPPORT FOR THE GALA 7,000

JUNIOR LEAGUE OF READING PA INC

1520 PENN AVENUE
READING,PA19610 		  PC FOR THE ANNUAL GENERAL SPONSORSHIP 1,000

KAHS AWARD

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

KEMPTON COMMUNITY CENTER

PO BOX 42
KEMPTON,PA19529 		  PC GENERAL SUPPORT 2,500

KIDS PEACE

4085 INDEPENDENCE DRIVE
SCHNECKSVILLE,PA18078 		  PC GENERAL SUPPORT 1,000

KUTZTOWN AMERICAN LEGION BASEBALL ASSOCIATION

PO BOX 195
KUTZTOWN,PA19530 		  PC UPGRADE THE BATTING CAGES AND AREA SURROUNDING THE CAGES 4,500

KUTZTOWN AREA SCHOOL DISTRICT

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

KUTZTOWN COMMUNITY CHOIR

357 WEST MAIN STREET
KUTZTOWN,PA19530 		  PC GENERAL SUPPORT 300

KUTZTOWN COMMUNITY PARTNERSHIP

32 N WHITEOAK ST
KUTZTOWN,PA19530 		  PC GENERAL SUPPORT 6,000

KUTZTOWN FAIR ASSOCIATION

450 WENTZ ST
KUTZTOWN,PA19530 		  PC TO PROVIDE SUPPORT FOR THE KUTZTOWN FAIR 3,500

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 CARBON COMMUNITY COLLEGE FOUNDATION

4525 EDUCATION PARK DRIVE
SCHNECKSVILLE,PA18078 		  PC GENERAL SUPPORT 1,000

LEHIGH UNIVERSITY

27 MEMORIAL DR W
BETHLEHEM,PA18015 		  PC GENERAL SUPPORT 75,000

LEHIGH VALLEY HEALTH NETWORK

ROUTES 222 AND 662
FLEETWOOD,PA19522 		  PC TO SUPPORT THE HEALTH NETWORK IN THE LOCAL COMMUNITY 1,003,000

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

MAKE A WISH FOUNDATION

5 VALLEY SQUARE SUITE 210
BLUE BELL,PA19422 		  PC TO FULLFILL THE WISHES OF TERMINALLY ILL CHILDREN 2,000

MARY'S SHELTER

615 KENHORST BLVD
READING,PA19611 		  PC TO PROVIDE SUPPORT TO IMPROVE THE QUALITY OF LIFE FOR THOSE LESS FORTUNATE 5,000

MILLER-KEYSTONE BLOOD CENTER

1465 VALLEY CENTER PARKWAY
BETHLEHEM,PA18017 		  PC TO SUPPORT BLOOD RESOURCES 2,500

MOM-N-PA

3501 N FRONT ST
HARRISBURG,PA17110 		  PC GENERAL SUPPORT 10,000

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 75,600

OLEY CLUB PACK 569

1076 MEMORIAL HIGHWAY
OLEY,PA19547 		  PC GENERAL SUPPORT 1,000

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 500

OLEY VALLEY YOUTH LEAGUE

PO BOX 152
OLEY,PA19547 		  PC GENERAL SUPPORT 1,000

OLIVET BOYS AND GIRLS CLUB

1161 PERSHING BOULEVARD
READING,PA19611 		  PC TO HELP CHILDREN BUILD BRIGHT FUTURES 75,000

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 5,000

OUR CITY READING

4500 PERKIOMEN AVE
READING,PA19606 		  PC GENERAL SUPPORT 40,000

PA SPORTS HALL OF FAME - BERKS COUNTY CHAPTER

3093 WASHINGTON PIKE
BRIDGEVILLE,PA15017 		  PC GENERAL SUPPORT 1,000

PENN STATE

329 INNOVATION BLVD STE 311
STATE COLLEGE,PA16803 		  PC GENERAL SUPPORT 350,000

PENN STATE HEALTH

100 CRYSTAL A DR
HERSHEY,PA17033 		  PC GENERAL SUPPORT 2,000

PROSPECTUS BERCO

840 WILLIAM LANE
READING,PA19604 		  PC TO INSPIRE PEOPLE WITH DISABILITIES AND SPECIAL NEEDS 1,500

READING BERKS ASSOC RELATORS

2201 RIDGEWOOD RD STE 350
READING,PA19610 		  PC GENERAL SUPPORT 1,000

READING HOSPITAL FOUNDATION

6 AVENUE AND SPRUCE STREET
WEST READING,PA19611 		  PC TO SUPPORT IN CANCER RESEARCH 20,000

READING MUSICAL FOUNDATION

PO BOX 14835
READING,PA196124835 		  PC TO PROVIDE SUPPORT FOR BERKS SHINES 5,500

READING PUBLIC LIBRARY FOUNDATION

100 SOUTH 5TH STREET
READING,PA19602 		  PC GENERAL SUPPORT 820

READING PUBLIC MUSEUM

500 MUSEUM ROAD
READING,PA19611 		  PC TO EDUCATE AND ENLIGHTEN THROUGH ART, SCIENCE, AND CIVILIZATION 107,500

READING SCIENCE CENTER

645 PENN STREET
READING,PA19601 		  PC TO PRESENT SCIENCE CONCEPTS TO THE PUBLIC 2,500

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 500

RUTH STEINERT MEMORIAL SHELTER

18 WERTZ DR
PINE GROVE,PA17963 		  PC GENERAL SUPPORT 1,000

SAFE BERKS

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

SCHUYLKILL RIVER GREENWAY ASSOCIATION

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  PC GENERAL SUPPORT 25,000

SCHUYLKILL VALLEY YOUTH BB

PO BOX 616
LEESPORT,PA19533 		  PC GENERAL SUPPORT 250

SIDELINE CANCER ATHLETICS

309 ALLEGHENY ST STE 5
HOLLIDAYSBURG,PA16648 		  PC GENERAL SUPPORT 400

SOUTH MOUNTAIN YMCA

201 CUSHION PEAK ROAD
REINHOLDS,PA17569 		  PC GENERAL SUPPORT 3,000

ST FRANCIS HOME

144 HILLSIDE DRIVE
READING,PA19607 		  PC GENERAL SUPPORT 5,000

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

THE FIRST TEE

800 WALNUT LANE
PHILADELPHIA,PA19128 		  PC GENERAL SUPPORT 1,000

THRESHOLD REHABILITATION SERVICES INC

1000 LANCASTER AVE
READING,PA19607 		  PC SCHOLARSHIP FUND 500

TIGER ATHLETIC ASSOC

1040 6TH AVE
AURORA,IL60505 		  PC GENERAL SUPPORT 200

VISION RESOURCE CENTER OF BERKS COUNTY

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

WACOSA

2959 CLEARWATER RD
SAINT CLOUD,MN56301 		  PC TO PROVIDE GENERAL SUPPORT 5,000

WAYNE COMMUNITY POOL

DEKA ROAD
LYON STATION,PA19536 		  PC GENERAL SUPPORT 3,800

WEST READING ROTARY

PO BOX 6184
WYOMISSING,PA19610 		  PC GENERAL SUPPORT 500

WILLIAMS CENTER FOR ARTS

317 HAMILTON STREET
EASTON,PA18042 		  PC GENERAL SUPPORT 500

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 2,624,920
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 2,250,592  
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 ............ 		    14 396,244  
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 2,646,836 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,646,836
(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.
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 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 BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,784 2,392   2,392

TY 2024 InvestmentsOtherSchedule2
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SAGEWORTH MANAGED INVESTMENTS AT COST 6,658,902 8,193,789

TY 2024 OtherDecreasesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Description Amount
INVESTMENT ACCOUNT TIMING DIFFERENCE 286,577


TY 2024 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 18 0   18
OFFICE SUPPLIES 150 0   0
MEALS & ENTERTAINMENT 608 0   0
NON-TAX-DEDUCTIBLE CONTRIBUTIONS 180 0   0


TY 2024 OtherIncreasesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Description Amount
UNREALIZED GAIN 299,376


TY 2024 OtherLiabilitiesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Description Beginning of Year - Book Value End of Year - Book Value
UNCLEARED CHECKS 86,500 0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ACCOUNT FEES 66,518 66,518   0
CONSULTING FEES 114,488 0   114,488


TY 2024 SubstantialContributorsSch
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Name Address
EAST PENN MANUFACTURING CO INC
  		102 DEKA ROAD
LYON STATION,PA19536


TY 2024 TaxesSchedule
Name:
THE BREIDEGAM FAMILY FOUNDATION
EIN:
23-3094851
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 6,084 6,084   0
FEDERAL TAXES PAID 15,007 0   0