Civic Intelligence

Bgf Foundation

990PF • Fiscal year 2021 • EIN 81-0776846

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

Organization Profile
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.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

2nd percentile

-117%

Higher net margin than 2% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

50th percentile

9.5%

Faster asset growth than 50% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-2.9%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$71,678,171

Up $6,245,432 (+9.5%) from 2020

Net Assets

Up

$71,678,171

Up $6,245,432 (+9.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin2nd percentile

Revenue

Down

$1,602,915

Down $48,394 (-2.9%) from 2020

Expenses

Up

$3,472,134

Up $1,298,199 (+60%) from 2020

Net Income

Down

-$1,869,219

Down $1,346,593 (-258%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2021

Assets$71,678,171
Liabilities$0
Net Assets$71,678,171
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

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

2021

Revenue$1,602,915
Expenses$3,472,134
Net Income-$1,869,219
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay16th percentile

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
President
Phone
2152576811
Signed
2022-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Grim Biehn & Thatcher
Address
PO Box 215, Perkasie, PA 18944-0215
Preparer
Daniel J Paci
Phone
2152576811
Raw XML Appendix356 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 fees
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Investment fees
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt08037961
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1545
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt08398559
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt11094706
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0360598
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11094706
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt026560743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt026560743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Publicly traded securities
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010665745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16886853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2587558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31217474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42446603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt58446432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt64179576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72351776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8996561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93919313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102737112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Public Markets LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MultiSector Credit
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Osage Venture Partners IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Private Credit IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Private Equity VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Hedged Equity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Osage Univ Partners III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Private Credit III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Private Equity V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Absolute Return Strateg
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Private Equity VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010665745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16886853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2587558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31217474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42446603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt58446432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64179576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72351776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8996561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93919313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt102737112
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0148156
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01454759
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01602915
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01602915
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01454759
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03000000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03000000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0148156
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0148156
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1869219
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09493265
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0185
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0185
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0569
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0569
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01454759
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01150781
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0440109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0440109
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011176
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt031176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03000000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0452134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03472134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01602915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01602915
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0452134
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0472134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01454759
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1869219
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08114651
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt071678171
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt065432739
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt071678171
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03456919
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03456919
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03456919
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03472915
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015996
IRS990PF/DistributableAmountGrp/TotalTaxAmt015996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt037745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt053741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt037745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt053741
IRS990PF/FMVAssetsEOYAmt071678171
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt071678171
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07233
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01569
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt029944184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt026560743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt026560743
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/OtherInvestmentsBOYAmt035047556
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt044435003
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt044435003
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0433766
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0680856
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0680856
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt071678171
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt071678171
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt071678171
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt065432739
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt071678171
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt070516039
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0708763
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt069807276
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01057741
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03472915
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt069458298
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt070516039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SCS Financial Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1OUP Management Co LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0234609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1154560
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment 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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03000000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03000000
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
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/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/Amt0125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12875000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0United Way Worldwide
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Endowment Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0701 North Fairfax St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15700 Darrow Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Alexandria
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Hudson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000000
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/AppliedToCurrentYearAmt050279
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02949721
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03456919
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03406640
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02949721
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Grim Biehn Thatcher
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0569
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0569
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08114651
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized gain and loss
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0234609
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1205500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1From forms K1
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0234609
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1205500
TaxesSchedule/TaxesDetail/Amt011176
TaxesSchedule/TaxesDetail/Amt120000
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/CategoryTxt1Section 4940 excise tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011176
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02152576811
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
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/AddressLine1Txt0PO Box 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perkasie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0189440215
ReturnHeader/PreparerPersonGrp/PhoneNum02152576811
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J PACI
ReturnHeader/ReturnTs02022-11-04T16:15:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARNES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,678,171
Liabilities
$0
Net assets
$71,678,171
Revenue
$1,602,915
Expenses
$3,472,134
Net income
-$1,869,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$3.11$3.63$0.52
2023Detailed filing. Detailed filing data is available for this year.$62.9$0.00$62.9$1.33$3.67$2.34
2022Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$1.48$3.98$2.50
2021Detailed filing. Detailed filing data is available for this year.$71.7$0.00$71.7$1.60$3.47$1.87
2020Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$1.65$2.17$0.52
2019Summary only. Only limited summary data is available for this year.$57.0$0.00$2.26$1.76$0.51