Heritage Benefit Fund
EIN 463929379 · 501(c)(3) · Public charity · Reading, PA · recognized 2014
- Assets
- $451K
- Revenue
- $129K
- Expenses
- $20.1K
- Investment income
- —
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Douglas Metcalfe | President | $0 | $0 |
| Michael Poole | Member | $0 | $0 |
| Gene Waltz | Past president | $0 | $0 |
| Bill Meek | Vice president | $0 | $0 |
| Rosemarie La Manna | 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 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 12/31/2024 | $451K | $129K | $20.1K | 990 990EZ · obj 202512209349200306 IRS ↗ |
| 12/31/2023 | $352K | $97.3K | $4.5K | 990 990EZ · obj 202530379349200618 IRS ↗ |