Civic Intelligence

Bgf Foundation

990PF • Fiscal year 2020 • EIN 81-0776846

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 07, 2021

c/o Daniel Paci PO Box 215Perkasie, PA 18944

(215) 257-6811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

12th percentile

-32%

Higher net margin than 12% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-27%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Up

$65,432,739

Up $8,433,970 (+15%) from 2019

Net Assets

$65,432,739

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,651,309

Down $613,627 (-27%) from 2019

Expenses

Up

$2,173,935

Up $416,787 (+24%) from 2019

Net Income

Down

-$522,626

Down $1,030,414 (-203%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2019: $56,998,769Liabilities 2019: $02019Assets 2020: $65,432,739Liabilities 2020: $0Net Assets 2020: $65,432,7392020Assets 2021: $71,678,171Liabilities 2021: $0Net Assets 2021: $71,678,1712021Assets 2022: $59,140,275Liabilities 2022: $0Net Assets 2022: $59,140,2852022Assets 2023: $62,921,065Liabilities 2023: $0Net Assets 2023: $62,921,0652023Assets 2024: $65,447,452Liabilities 2024: $0Net Assets 2024: $65,447,4522024

Highlighted filing

2020

Assets$65,432,739
Liabilities$0
Net Assets$65,432,739

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2019: $2,264,936Expenses 2019: $1,757,148Net Income 2019: $507,7882019Revenue 2020: $1,651,309Expenses 2020: $2,173,935Net Income 2020: -$522,6262020Revenue 2021: $1,602,915Expenses 2021: $3,472,134Net Income 2021: -$1,869,2192021Revenue 2022: $1,477,591Expenses 2022: $3,979,226Net Income 2022: -$2,501,6352022Revenue 2023: $1,331,193Expenses 2023: $3,667,230Net Income 2023: -$2,336,0372023Revenue 2024: $3,114,953Expenses 2024: $3,630,073Net Income 2024: -$515,1202024

Highlighted filing

2020

Revenue$1,651,309
Expenses$2,173,935
Net Income-$522,626
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 7, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN BARNESExec ChairmanPT$0--
SUSAN BARNESVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
BGF Foundation
EIN
81-0776846
In Care Of
% Dan Barnes
Phone
2152576811
Address
c/o Daniel Paci PO Box 215, Perkasie, PA 18944

Signing Officer

Name
Dan Barnes
Title
Executive Chairman
Phone
2152576811
Signed
2021-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Grim Biehn & Thatcher
Address
104 South Sixth St, PO Box 215, Perkasie, PA 18944
Preparer
Daniel J Paci
Phone
2152576811
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/BusinessName/BusinessNameLine1Txt0SCS Financial Services
CompensationExplanation/CompensationExplanationGrp/BusinessName/BusinessNameLine1Txt1OUP Management Co LLC
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Investment services
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Investment services
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt046158572
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1251145
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt21260
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt047105200
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt122140
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2107009
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0946628
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt122140
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-144136
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-1260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt029944184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt029944184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Publicly traded securities
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010417389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12605300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2401870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34002533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48136128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt56715291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61303350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7230179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8466843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9768673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Public Markets LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Osage Univ Part LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Osage Vent Part LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Absolute Ret Strat
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Hedged Equity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Multi Sect Credit
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Private Credit III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Private Credit IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Private Equity V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Private Equity VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010417389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12605300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2401870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34002533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48136128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt56715291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61303350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7230179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8466843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9768673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0827937
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0823372
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01651309
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01651309
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0823372
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01745000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01745000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0827937
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0827937
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-522626
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt047234349
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04139
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt04139
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08278
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0823372
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01253513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0377944
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0377944
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt015300
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt042300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01749139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0397796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02173935
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01651309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01651309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0397796
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0428935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0823372
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-522626
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08956596
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt065432739
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt056998769
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt065432739
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02954298
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02954298
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02954298
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02971722
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017424
IRS990PF/DistributableAmountGrp/TotalTaxAmt017424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt034741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt052165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt034741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt052165
IRS990PF/FMVAssetsEOYAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt056998769
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07575
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07233
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt055235499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt029944184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt029944184
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt035047556
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt035047556
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01755695
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0433766
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0433766
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt056998769
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt056998769
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt056998769
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060339540
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01913006
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt058426534
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0905093
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02971722
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059434447
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060339540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SCS Financial Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1OUP Management Co LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0206949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1164331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investement management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0919 Third Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt150 Monument Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Bala Cynwyd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd119004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAN BARNES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN BARNES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Exec Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Springtown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Springtown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd018081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd118081
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01749139
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01749139
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01749139
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 215
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Perkasie
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd018944
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Daniel J Paci
IRS990PF/StatementsRegardingActyGrp/PhoneNum02152576811
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAN BARNES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SUSAN BARNES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0United Way Worldwide
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Endowment Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Fidelity Charitable Fund (Lotus Fund)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0701 N Fairfax Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15700 Darrow Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Alexandria
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Hudson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01745000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04577
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01744562
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02954298
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01749139
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02949721
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01744562
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Grim Biehn Thatcher
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04139
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08278
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04139
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt063
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08956596
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0unrealized gain and loss
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0206949
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1170995
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1From forms K1
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0206949
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1170995
TaxesSchedule/TaxesDetail/Amt015300
TaxesSchedule/TaxesDetail/Amt127000
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Section 4940 excise tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015300
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum02152576811
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BGF Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BGFF
ReturnHeader/Filer/EIN0810776846
ReturnHeader/Filer/InCareOfNm0% Dan Barnes
ReturnHeader/Filer/PhoneNum02152576811
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Daniel Paci PO Box 215
ReturnHeader/Filer/USAddress/CityNm0Perkasie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018944
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232574246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRIM BIEHN & THATCHER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 South Sixth St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0PO Box 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perkasie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018944
ReturnHeader/PreparerPersonGrp/PhoneNum02152576811
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J PACI
ReturnHeader/ReturnTs02021-12-07T17:22:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARNES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings