Nonprofit · EIN 46-3929379
HERITAGE BENEFIT FUND
Tax-exempt · READING, PA 19607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $110,483 | $34,124 | $76,359 | $565,530 | $0 | $565,530 |
| December 31, 2024 | 990-EZ | $128,649 | $20,114 | $108,535 | $450,666 | $0 | $450,666 |
| December 31, 2023 | 990-EZ | $97,345 | $4,493 | $92,852 | $352,168 | – | $352,168 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $48,093
- Program service revenue
- $0
- Investment income
- $30,758
- Net gain from sales of assets
- -$60
- Net income from fundraising events
- $28,529
- Other revenue
- $31,632
Expenses
- Grants and similar amounts paid
- $18,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $175
- Program services (functional)
- $18,500
- Management and general (functional)
- $8,233
- Fundraising (functional)
- $7,391
Balance sheet and other
- Total assets, start of year
- $450,666
- Total assets, end of year
- $565,530
- Total liabilities, end of year
- $0
- Net assets, end of year
- $565,530
- Publicly traded securities
- $530,361
- Net assets without donor restrictions
- $565,530
- Gross receipts
- $192,261
- Employees
- 0
- Volunteers
- 35
- Year formed
- 2014
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Douglas Metcalfe | President Trustee or director, Officer | 0 | $0 |
| Michael Poole | Treasurer Trustee or director, Officer | 0 | $0 |
| Gene Waltz | Past President Trustee or director | 0 | $0 |
| Rosemarie LaManna | Secretary Trustee or director, Officer | 0 | $0 |
| Richard Lewis | Vice President Trustee or director, Officer | 0 | $0 |
| Michael Bucklin | Member Trustee or director | 0 | $0 |
| Ivan Shibley | Member Trustee or director | 0 | $0 |
| Robert Kreitz | Member Trustee or director | 0 | $0 |
| Audrey Sterkin | Member Trustee or director | 0 | $0 |
| Kathie Holm | Member Trustee or director | 0 | $0 |
| Susan Stalnecker | Member Trustee or director | 0 | $0 |
| Susan Jeffery | Non-Voting Member Trustee or director | 0 | $0 |
| Doug Walther | Non-Voting Member Trustee or director | 0 | $0 |
990-EZ for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Douglas Metcalfe | President | 0 | $0 |
| Michael Poole | Member | 0 | $0 |
| Gene Waltz | Past President | 0 | $0 |
| Bill Meek | Vice President | 0 | $0 |
| Rosemarie LaManna | Secretary | 0 | $0 |
| Richard Lewis | Treasurer | 0 | $0 |
| Michael Bucklin | Member | 0 | $0 |
| Ivan Shibley | Member | 0 | $0 |
| Robert Kreitz | Member | 0 | $0 |
| Audrey Sterkin | Member | 0 | $0 |
| Kathie Holm | Member | 0 | $0 |
990-EZ for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Doug Metcalfe | President | 4 | $0 |
| Gene Waltz | Past President | 2 | $0 |
| Bill Meek | Vice President | 2 | $0 |
| Rosemarie LaManna | Secretary | 2 | $0 |
| Richard Lewis | Treasurer | 2 | $0 |
| Michael Poole | Member | 1 | $0 |
| Michael Bucklin | Member | 1 | $0 |
| Ivan Shibley | Member | 1 | $0 |
| Robert Kreitz | Member | 1 | $0 |
| Audrey Sterkin | Member | 1 | $0 |
| Kathie Holm | Member | 1 | $0 |
| Doug Walther | Non-voting Member | 1 | $0 |
| Sue Stalnecker | Non-voting Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 200 TRANQUILITY LN, READING, PA 19607-9569
- In care of
- % MICHAEL POOLE
- Mailing address (990-N for 2022)
- 201 Inspiration Blvd, Reading PA 19607
- Principal officer (990-N for 2022)
- Richard Lewis, 201 Inspiration Blvd, Reading PA 19607
- Signed the 990
- MICHAEL POOLE, Treasurer
- Website
- heritageofgreenhills.com
- Return prepared by
- Megan L Roswick CPA
Mission
The Heritage Resident Benefit Fund provides assistance to neighbor residents who are experiencing unanticipated financial hardship, enabling them to stay in our community.
Program accomplishments
- Grant to assist neighbor residentsExpenses $18,500 · grants $18,500 · revenue $3,103
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 46-3929379
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $565,530
- Income (IRS master file)
- $192,261
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $110,483 | $34,124 | $565,530 | XML |
| 990-EZ | December 2024 | $128,649 | $20,114 | $450,666 | XML |
| 990-EZ | December 2023 | $97,345 | $4,493 | $352,168 | XML |
| 990-N for 2022 Officer: Richard Lewis | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Dick Lewis | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Dick Lewis | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Dick Lewis | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-3929379).
Questions about HERITAGE BENEFIT FUND
- What is the EIN of HERITAGE BENEFIT FUND?
- The employer identification number (EIN) of HERITAGE BENEFIT FUND is 46-3929379.
- Is HERITAGE BENEFIT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HERITAGE BENEFIT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE BENEFIT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE BENEFIT FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE BENEFIT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HERITAGE BENEFIT FUND?
- The 990-N for 2022 names Richard Lewis.
- Who are the officers and directors of HERITAGE BENEFIT FUND?
- The 990 for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does HERITAGE BENEFIT FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $110,483, expenses of $34,124 and total assets of $565,530 at year end.
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