2026-03-04T08:02:42-06:00 2025-06-30 251031405 MCGILL POWER BELL & ASSOC LLP 10 WOODLAND CENTER DRIVE GROVE CITY PA 16127 990 2024-07-01 251738322 BETHESDA FOUNDATION FOR CHILDREN BETH 8147247510 15487 STATE ROUTE 86 MEADVILLE PA 16335 TERRY DANKO TREASURER 8147247510 2026-01-27 1 0 BRUCE A LAWRENCE P01329574 7244587490 2024 2025-03-06 01:10:19Z GEORGE TRAUNER 15487 STATE ROUTE 86 MEADVILLE PA 16335 3758533 0 X WWW.BETHESDA1919.ORG X 1994 PA TO EMPOWER BETHESDA CHILDREN'S HOME AND TO ENRICH THE LIVES OF CHILDREN AND THEIR FAMILIES. 15 15 0 15 0 0 324191 1011985 1469359 1515338 312134 294910 -16158 1726 2089526 2823959 11332 4668 0 0 0 0 0 0 198993 1762716 2029664 1774048 2034332 315478 789627 19524004 20209606 9436668 9292981 10087336 10916625 BETHESDA FOUNDATION FOR CHILDREN WAS ESTABLISHED IN 1994 FOR THE PURPOSE OF RAISING AND MANAGING FUNDS TO SUPPORT THE SERVICES AND PROGRAMS OFFERED BY BETHESDA LUTHERAN SERVICES. 0 0 1476937 4668 1603718 TO PROVIDE A PROMISING FUTURE FOR EVERY CHILD. 1476937 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X CHAD DICKSON 8147247510 15487 STATE ROUTE 86 MEADVILLE PA 16335 BRAD WHITMAN JR VICE CHAIRPERSON 2.00 X X 0 0 0 JENN WINCHESTER CHAIRPERSON 2.00 X X 0 0 0 DAN BUREK DIRECTOR 2.00 X 0 0 0 LARRY FRITZ DIRECTOR 2.00 2.00 X 0 0 0 TERRY DANKO TREASURER 2.00 X X 0 0 0 RACHELLE FRITZ DIRECTOR 2.00 2.00 X 0 0 0 MARLENE JENKINS DIRECTOR 2.00 X 0 0 0 MARK J ZIELINSKI DIRECTOR 2.00 X 0 0 0 ANNA ZOE RACHOCKI DIRECTOR 2.00 X 0 0 0 MARK SMITH DIRECTOR 2.00 X 0 0 0 DOUG MASSEY DIRECTOR 2.00 X 0 0 0 KI KIM DIRECTOR 2.00 X 0 0 0 JOE JELINEK DIRECTOR 2.00 X 0 0 0 DR CHRIS GRAY DIRECTOR 2.00 X 0 0 0 JAMES MARTIN DIRECTOR 2.00 X 0 0 0 GEORGE R TRAUNER CEO 1.00 40.00 X 0 226632 35281 JERRAD RIMEL CHIEF OPERATIONS OFFICER 1.00 40.00 X 0 133797 22745 0 360429 58026 0 0 1 0 CONSTRUCTION SERVICES OF PA LLC 15180 UNION LEBOEUF RD UNION CITY PA 16438 CONSTRUCTION SERVICES 705069 1 259702 752283 1011985 RELATED PARTY RENTAL I 531110 1479102 1479102 OTHER RENTAL INCOME 531110 36236 36236 1515338 277039 277039 3104 3104 839187 23500 819937 24879 19250 -1379 17871 17871 0 259702 89758 -89758 -89758 OTHER REVENUE 900099 88380 88380 88380 2823959 1603718 0 208256 3000 3000 1668 1668 273103 26776 246327 156 156 3450 3450 59342 59342 91236 12779 78457 51104 51104 43670 40540 3130 93637 93637 5551 3321 2230 8703 8054 649 189162 189162 1134743 1134743 MISCELLANEOUS 36702 8245 4139 24318 DUES 30605 30605 EDUCATION FUNDS EXPENSE 8500 8500 2034332 1476937 358402 198993 78559 95055 320078 21686 33977 19308552 7259050 11183134 12049502 6450167 6727397 295123 302895 1162966 1013071 19524004 20209606 3598366 3683334 15484 6618 5822818 5603029 9436668 9292981 X 9473281 10288443 614055 628182 10087336 10916625 19524004 20209606 X 789627 177640 -137978 X X 0 1 X 1 0 X 214517 352723 994524 324191 1011985 2897940 861429 1144729 1212261 1469359 1515338 6203116 1075946 1497452 2206785 1793550 2527323 9101056 280035 280035 0 280035 280035 8821021 17631 48963 90045 207597 220801 585037 17631 48963 90045 207597 220801 585037 62329 166012 -44977 88872 19250 291486 1155906 1712427 2251853 2090019 2767374 9977579 0.88410 0.91880 0.05860 0.04690 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: ENDOWMENT REALIZED GAINS/LOSSES - 2020 AMOUNT: $ 62,329. 2021 AMOUNT: $ 166,012. 2022 AMOUNT: $ -44,977. 2023 AMOUNT: $ 88,872. 2024 AMOUNT: $ 19,250. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 295122 1280 29907 18874 4540 302895 271045 404 29513 2914 2926 295122 266314 841 17337 10539 2908 271045 298274 1429 -19377 9917 4095 266314 237219 68189 3423 3711 298274 1.00000 0.00000 0.00000 1 0 58759 58759 15575592 6371154 9204438 307593 148496 159097 3366608 739400 2627208 12049502 BENEFICIAL INTERESTS IN PERPERTUAL TRUSTS 628182 VALUATION OF DERIVATIVE INSTRUMENT 384889 1013071 X 3032015 177640 177640 2854375 59342 -89758 -30416 2823959 2064748 89758 89758 1974990 59342 59342 2034332 PART X, LINE 2: THE FOUNDATION QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THEIR EXEMPT PURPOSE. INTEREST AND PENALTIES RELATED TO INCOME TAX REPORTING ARE RECOGNIZED WHEN INCURRED AND ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES ON THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS. MANAGEMENT HAS DETERMINED THE FOUNDATION HAD NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT) DURING THE YEAR ENDED JUNE 30, 2025. THE FOUNDATION HAS NOT BEEN SUBJECT TO ANY INCOME TAX PENALTIES OR INTEREST FOR ALL OPEN TAX YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -89,758. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 89,758. KILIMANJARO 132823 132823 44940 GOLF OUTING 40470 40470 605 42 438 3 86409 86409 3035 18583 8379 500 13236 259702 259702 3640 18583 8421 500 58614 89758 -89758 1 SCHOLARSHIPS 1 1668 PART I, LINE 2: POTENTIAL RECIPIENTS COMPLETE AN APPLICATION PROCESS. THE ORGANIZATION REVIEWS THE APPLICATIONS AND SENDS CHECKS TO THE INSTITUTES OF HIGHER EDUCATION, OR UTILITY PROVIDER IF UTILITY ASSISTANCE IS REQUESTED, FOR THE SELECTED INDIVIDUALS. X X X 0 0 0 0 0 0 0 0 0 GEORGE R TRAUNER CEO 0 226632 0 0 0 0 0 8321 0 26960 0 261913 0 0 JERRAD RIMEL CHIEF OPERATIONS OFFICER 0 133797 0 0 0 0 0 5315 0 17430 0 156542 0 0 DAN BUREK DIRECTOR 1101569 OWNER OF CONSTRUCTION SERVICES OF PENNSYLVANIA 0 FORM 990, PART VI, SECTION A, LINE 2 LARRY FRITZ AND RACHELLE FRITZ ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ESTABLISHES THE COMPENSATION PACKAGE FOR THE CEO BY USING COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY WRITTEN REQUEST OF THE CHIEF EXECUTIVE OFFICER. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS FROM BETHESDA HOME -137,978. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE ASSUMES THE ROLE OF SELECTING THE INDEPENDENT AUDITOR AND REVIEWING THE FINANCIAL STATEMENTS WITH THEM. BETHESDA CHILDREN'S HOME 15487 STATE ROUTE 86 MEADVILLE PA 16335 250989246 RESIDENTIAL / GROUP HOMES AND TREATMENT FOR DELINQUENT YOUTH PA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 BETHESDA CHILDREN'S HOME J 1479102 BOOK VALUE BETHESDA CHILDREN'S HOME O 273103 BOOK VALUE BETHESDA CHILDREN'S HOME S 137978 NET BOOK VALUE