2025-08-08T08:24:06-04:00 2024-12-31 Megan L Roswick CPA PO Box 324 Birdsboro PA 19508 990EZ 2024-01-01 463929379 Heritage Resident Benefit Fund % Michael Poole HERI 201 Inspiration Blvd Reading PA 19607 MICHAEL POOLE Member 2025-05-31 false true MEGAN ROSWICK P00548535 6108581442 2025-08-08 2024 2025-03-06 01:10:19Z X heritageofgreenhills.com X X 132169 X 51700 18704 28584 28584 29781 3520 26261 3400 128649 15000 2370 2744 20114 108535 352168 -10037 450666 352168 450666 0 0 0 0 352168 450666 0 0 352168 450666 X See Schedule O Grant to assist neighbor residents 15000 15000 15000 Douglas Metcalfe President 0.00 0 0 0 Michael Poole Member 0.00 0 0 0 Gene Waltz Past President 0.00 0 0 0 Bill Meek Vice President 0.00 0 0 0 Rosemarie LaManna Secretary 0.00 0 0 0 Richard Lewis Treasurer 0.00 0 0 0 Michael Bucklin Member 0.00 0 0 0 Ivan Shibley Member 0.00 0 0 0 Robert Kreitz Member 0.00 0 0 0 Audrey Sterkin Member 0.00 0 0 0 Kathie Holm Member 0.00 0 0 0 false false false false false false false false false PA The Organization 201 Inspiration Blvd Reading PA 19607 4842695100 false false false false false false false false false false false NONE NONE true X 35803 35780 35248 44865 51700 203396 35803 35780 35248 44865 51700 203396 5442 197954 16864 18704 35568 238964 0.82840 0.91640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Golf outing 21010 10000 11010 Casino Night 24585 10000 14585 1520 45595 20000 25595 1520 1520 24075 Description of other revenue Part I line 8 Description AmountMisc income 3,400 List of grants and similar amounts paid Part I line 10 Activity support the residents of org Grantee The Heritage at Green Hills Street Tranquility lane City, State, Zip Reading, PA 19607Relationship None Amount 15,000 Description of other expenses Part I line 16 Description AmountBank fees 248Insurance 698Supplies 1,798 Other changes in net assets or fund balances Part I line 20 Description AmountUnrealized losses (10,037) Part III response or note to any other line in Part III The Heritage Resident Benefit Fund provides assistance to neighbor residents who are experiencing unanticipated financial hardship, enabling them to stay in our community.