Helen E Yerk Foundation Inc is located in Bethlehem, PA. The organization was established in 1977. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF THE PROGRAMS OF OTHER IRC 501(C) (3) ORGANIZATIONS
Describe the Organization's Program Activity:
Part 3 - Line 4a
EFFECTIVELY OPERATING EXCLUSIVELY FOR THE BENEFIT OF THE PROGRAMS OF OTHER IRC 501(C)(3) ORGANIZATIONS
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Xavier Faura DVM MBA 2nd VP | OfficerTrustee | $0 | |
Ronald Gary Matan Treasurer | OfficerTrustee | $0 | |
John Michael Golaszewski Secretary | OfficerTrustee | $0 | |
Samuel James Jones 1st VP | OfficerTrustee | $0 | |
Kaj Ernst Karch President | OfficerTrustee | $0 | |
Paul Coleman Ex Officio | Trustee | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $0 |
Investment income | $43,228 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | -$65,308 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | -$22,080 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $416 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $10,591 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $11,007 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $1,922,868 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $1,922,868 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $0 |
Net assets without donor restrictions | $1,922,868 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $1,922,868 |
Organization Name | Assets | Revenue |
---|---|---|
Hollow Metal Trust Fund New York, NY | $39,825,945 | $11,191,842 |
Shapiro-Silverberg Foundation New York, NY | $45,794,487 | $842,566 |
Schwartz Fam Foundation Tr New York, NY | $18,379,163 | $4,648,725 |
College Properties Of Lorain County Inc Oberlin, OH | $43,343,333 | $3,293,640 |
Traditions At Mill Run Columbus, OH | $9,761,200 | $5,034,142 |
Lang Rachel Boyce Charitable Trust Xxx-Xx-Xxxx Youngstown, OH | $0 | $17,968 |
Goldstein Family Foundation Spring Valley, NY | $12,182,082 | $10,183,938 |
J M Lockhart Lockhart J M Ally Herc Pittsburgh, PA | $71,023,086 | $4,509,232 |
Oaks Foundation Sebring, OH | $6,399,601 | $5,406,364 |
Sol Goldman Charitable Trust New York, NY | $80,406,933 | $4,513,319 |
Donald P And Mary E Moriarty Charitable Foundation Chatham, NJ | $18,681,105 | $22,541,221 |
Ehrenkranz Family Foundation New York, NY | $5,128,285 | $3,990,773 |