FURP.ORG / PUBLIC DATA EXPLORER

CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION (EIN 25-1761379)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-28
IRS object ID
202403029349301650
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-28T12:41:20-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251589048PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YOUNG OAKES BROWN & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11210 THIRTEENTH STREETAddressLine1Txt
CityALTOONACityNm
State AbbreviationPAStateAbbreviationCd
ZIP16601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251761379EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTRAL PENNSYLVANIA COMMUNITYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone8149446102PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11616 E PLEASANT VALLEY BLVDAddressLine1Txt
CityALTOONACityNm
State AbbreviationPAStateAbbreviationCd
ZIP16602ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJODI CESSNAPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8149446102PhoneNum
Signature2024-08-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R BERKHIMERPreparerPersonNm
PTINP00461480PTIN
Phone8149446191PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJODI CESSNAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11616 E PLEASANT VALLEY BLVDAddressLine1Txt
CityALTOONACityNm
State AbbreviationPAStateAbbreviationCd
ZIP16602ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,000,764GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CENTRALPACF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionPERPETUAL COMMUNITY FUND TO AID CIVIC & CHARITABLE PROJECTSActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$9,750TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$327NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,611,493PYContributionsGrantsAmt
CY Contributions Grants$2,092,148CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,158,514PYInvestmentIncomeAmt
CY Investment Income$605,162CYInvestmentIncomeAmt
PY Other Revenue$151,834PYOtherRevenueAmt
CY Other Revenue$136,865CYOtherRevenueAmt
PY Total Revenue$3,921,841PYTotalRevenueAmt
CY Total Revenue$2,834,175CYTotalRevenueAmt
PY Grants And Similar Paid$1,433,031PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,713,774CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$226,444PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$243,687CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$122,217CYTotalFundraisingExpenseAmt
PY Other Expenses$90,888PYOtherExpensesAmt
CY Other Expenses$147,913CYOtherExpensesAmt
PY Total Expenses$1,750,363PYTotalExpensesAmt
CY Total Expenses$2,105,374CYTotalExpensesAmt
PY Revenues Less Expenses$2,171,478PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$728,801CYRevenuesLessExpensesAmt
Total Assets BOY$25,672,060TotalAssetsBOYAmt
Total Assets EOY$28,353,698TotalAssetsEOYAmt
Total Liabilities BOY$2,925,986TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,939,733TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,746,074NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,413,965NetAssetsOrFundBalancesEOYAmt
MissionCENTRAL PENNSYVANIA COMMUNITY FOUNDATION ENCOURAGES AND EFFECTIVELY MANAGES CHARITABLE GIVINGMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,828,828ExpenseAmt
Grant$1,713,774GrantAmt
Revenue$727,232RevenueAmt
DescTHE FOUNDATION ACCOMPLISHED ITS PURPOSE BY BUILDING PERMANENT ENDOWMENTS FOR THE BENEFIT OF THE COMMUNITY THROUGH THE SUPPORT OF ITS DONORS. FUNDS WERE CONTRIBUTED BY INDIVIDUALS, CORPORATIONS, AND NON-PROFIT AGENCIES AND SUPPORTED A WIDE RANGE OF ORGANIZATIONS THAT PROMOTED THE EDUCATIONAL, CULTURAL, HEALTH, SOCIAL, AND CIVIC DEVELOPMENT OF THE REGION THROUGH GRANTS.Desc
Total Program Service Expenses$1,828,828TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JODI CESSNA EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8149446102PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11616 E PLEASANT VALLEY BLVDAddressLine1Txt
CityALTOONACityNm
State AbbreviationPAStateAbbreviationCd
ZIP16602ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NANCY DEVORRIS
CHAIRPERSON10.00Yes (X)Yes (X)$0$0$0
ALLAN G HANCOCK
PRESIDENT10.00Yes (X)Yes (X)$0$0$0
STEVE SLOAN
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
RANDY TARPEY
SECRETARY5.00Yes (X)Yes (X)$0$0$0
BARRY HALBRITTER
DIRECTOR1.00Yes (X)$0$0$0
MICHELE HAAS
DIRECTOR1.00Yes (X)$0$0$0
GAIL IRWIN
DIRECTOR1.00Yes (X)$0$0$0
CRAIG KILMER
DIRECTOR1.00Yes (X)$0$0$0
NEIL PORT
DIRECTOR1.00Yes (X)$0$0$0
APRIL RESSLER
TREASURER1.00Yes (X)Yes (X)$0$0$0
LISA MICHELONE
DIRECTOR1.00Yes (X)$0$0$0
BEN YEAGER
DIRECTOR1.00Yes (X)$0$0$0
ASTRIDE MCLANAHAN
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL KRANICH SR
DIRECTOR1.00Yes (X)$0$0$0
JUDITH WINFIELD HANCOCK
DIRECTOR1.00Yes (X)$0$0$0
MATT GARBER
DIRECTOR1.00Yes (X)$0$0$0
MARTY MARASCO
DIRECTOR1.00Yes (X)$0$0$0
PATTY MCGRAW
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,092,148AllOtherContributionsAmt
Total Contributions$2,092,148TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$546,877TotalRevenueColumnAmt
Related Or Exempt Func Income$546,877RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,750RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$9,750RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,750TotalRevenueColumnAmt
Unrelated Business Revenue$9,750UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,224,874SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,166,589SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$58,285SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,285TotalRevenueColumnAmt
Related Or Exempt Func Income$58,285RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$5,045FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,045TotalRevenueColumnAmt
Exclusion$5,045ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEE REVENUEDesc
Business525920BusinessCd
Total Revenue Column$122,070TotalRevenueColumnAmt
Related Or Exempt Func Income$122,070RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$122,070OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,834,175TotalRevenueColumnAmt
Related Or Exempt Func Income$727,232RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$9,750UnrelatedBusinessRevenueAmt
Exclusion$5,045ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,318,706TotalAmt
Program Services$1,318,706ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$395,068TotalAmt
Program Services$395,068ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$219,049TotalAmt
Program Services$64,775ProgramServicesAmt
Management And General$75,578ManagementAndGeneralAmt
Fundraising$78,696FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,180TotalAmt
Program Services$1,554ProgramServicesAmt
Management And General$1,761ManagementAndGeneralAmt
Fundraising$1,865FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,458TotalAmt
Program Services$5,837ProgramServicesAmt
Management And General$6,616ManagementAndGeneralAmt
Fundraising$7,005FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,100TotalAmt
Program Services$7,240ProgramServicesAmt
Management And General$10,860ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,029TotalAmt
Fundraising$12,029FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,486TotalAmt
Program Services$5,500ProgramServicesAmt
Management And General$10,386ManagementAndGeneralAmt
Fundraising$2,600FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,113TotalAmt
Program Services$3,556ProgramServicesAmt
Management And General$3,557ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,947TotalAmt
Management And General$8,947ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,116TotalAmt
Fundraising$1,116FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,551TotalAmt
Program Services$9,276ProgramServicesAmt
Fundraising$9,275FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$25,478TotalAmt
Program Services$15,287ProgramServicesAmt
Management And General$7,643ManagementAndGeneralAmt
Fundraising$2,548FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,912TotalAmt
Management And General$5,912ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CLEANING AND MAINTENANC$10,641$10,641
REAL ESTATE TAXES$5,339$5,339
MISCELLANEOUS EXPENSES$3,752$3,752
RECEPTION EXPENSE$3,730$3,730

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,719TotalAmt
Program Services$2,029ProgramServicesAmt
Management And General$3,337ManagementAndGeneralAmt
Fundraising$3,353FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,105,374TotalAmt
Program Services$1,828,828ProgramServicesAmt
Management And General$154,329ManagementAndGeneralAmt
Fundraising$122,217FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,227,336BOYAmt
EOY$733,280EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,624BOYAmt
EOY$4,853EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$920,500LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$38,491LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$861,243BOYAmt
EOY$882,009EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$23,578,857BOYAmt
EOY$26,733,556EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,672,060BOYAmt
EOY$28,353,698EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,529BOYAmt
EOY$6,514EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$14,400BOYAmt
EOY$14,400EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,910,057BOYAmt
EOY$2,918,819EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,925,986BOYAmt
EOY$2,939,733EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,990,348BOYAmt
EOY$15,804,151EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,755,726BOYAmt
EOY$9,609,814EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,746,074BOYAmt
EOY$25,413,965EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,672,060BOYAmt
EOY$28,353,698EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$728,801ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,939,090NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,419,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,153,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,881,405CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,611,493CurrentTaxYearMinus1YearAmt
Current Tax Year$2,092,148CurrentTaxYearAmt
Total$12,158,686TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,419,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,153,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,881,405CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,611,493CurrentTaxYearMinus1YearAmt
Current Tax Year$2,092,148CurrentTaxYearAmt
Total$12,158,686TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$12,158,686PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$451,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$431,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$866,584CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$541,885CurrentTaxYearMinus1YearAmt
Current Tax Year$668,947CurrentTaxYearAmt
Total$2,960,959TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$9,750CurrentTaxYearAmt
Total$9,750TotalAmt
FieldValueIRS element (for citing)
Total Support$15,129,395TotalSupportAmt
Public Support CY1700.80360PublicSupportCY170Pct
Public Support PY1700.81080PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held199DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held99FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,316,893DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$763,811FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,306,840DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$406,934FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$13,939,824DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$11,474,141FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,454,217BeginningYearBalanceAmt
Contributions$2,092,148ContributionsAmt
Investment Earnings Or Losses$2,544,252InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,713,774GrantsOrScholarshipsAmt
Administrative Expenses$303,646AdministrativeExpensesAmt
End Year Balance$24,073,197EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,744,227BeginningYearBalanceAmt
Contributions$1,910,331ContributionsAmt
Investment Earnings Or Losses-$3,449,978InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,433,031GrantsOrScholarshipsAmt
Administrative Expenses$317,332AdministrativeExpensesAmt
End Year Balance$21,454,217EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,888,786BeginningYearBalanceAmt
Contributions$2,880,227ContributionsAmt
Investment Earnings Or Losses$2,473,017InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,266,942GrantsOrScholarshipsAmt
Administrative Expenses$230,861AdministrativeExpensesAmt
End Year Balance$24,744,227EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,426,912BeginningYearBalanceAmt
Contributions$2,143,947ContributionsAmt
Investment Earnings Or Losses$2,123,996InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,543,160GrantsOrScholarshipsAmt
Administrative Expenses$262,909AdministrativeExpensesAmt
End Year Balance$20,888,786EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,272,122BeginningYearBalanceAmt
Contributions$2,406,164ContributionsAmt
Investment Earnings Or Losses$2,886,901InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,945,180GrantsOrScholarshipsAmt
Administrative Expenses$193,095AdministrativeExpensesAmt
End Year Balance$18,426,912EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$860,223OtherCostOrOtherBasisAmt
Depreciation$22,057DepreciationAmt
Book Value$838,166BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$60,277OtherCostOrOtherBasisAmt
Depreciation$16,434DepreciationAmt
Book Value$43,843BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$882,009TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
AGENCY FUNDS$83,669
CHARITABLE REMAINDER UNITRUST$701,236
CHARITABLE REMAINDER ANNUITY TRUST$2,133,914
FieldValueIRS element (for citing)
Total Liability$2,918,819TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,773,265TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,939,090NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,939,090RevenueNotReportedAmt
Revenue Subtotal$2,834,175RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,834,175TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,105,374TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,105,374ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,105,374TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationENDOWMENT FUNDS ARE USED FOR THE BENEFIT OF THE COMMUNITY AND SUPPORT A WIDE RANGE OF ORGANIZATIONS THAT PROMOTE THE EDUCATIONAL, CULTURAL, HEALTH, SOCIAL AND CIVIC DEVELOPMENT OF THE REGIONExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (51 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceDesc
SPECIAL OLYMPICS BLAIR COUNTY
4120 SECOND AVENUEALTOONAPA16602232078543$15,500$0GENERAL SUPPORT
ALTOONA AREA PUBLIC LIBRARY
1600 FIFTH AVENUEALTOONAPA16602237413433$27,586$0GENERAL SUPPORT.
CENTRAL PA HUMANE SOCIETY
1837 EAST PLEASANT VALLEY BLVDALTOONAPA16602256071449$50,273$0GENERAL SUPPORT
JAGGARD FIRST UNITED METHODIST CHURCH
1801 PLEASANT VALLEY BLVDALTOONAPA16602251392341$25,086$0GENERAL SUPPORT
CENTRAL PA FOOD BANK HARRISBURG
3908 COREY ROADHARRISBURGPA17109232202250$42,134$0GENERAL SUPPORT
HOPE GRACE BRETHREN CHURCH
110 GRACE BRETHRENDILLSBURGPA17019237241559$55,000$0GENERAL SUPPORT
HUNTINGDON COUNTY LIBRARY
330 PENN STREETHUNTINGDONPA16652236002479$16,000$0GENERAL SUPPORT
CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION
4401 PENN AVE CENTRAL PLANT FLR 3PITTSBURGHPA15224251865744$55,000$0GENERAL SUPPORT
HUNTINGDON COMMUNITY CENTER
PO BOX 424HUNTINGDONPA16652231381026$62,500$0GENERAL SUPPORT
TRINITY UNITED METHODIST CHURCH
434 EAST MAIN STREETROARING SPRINGPA16673256077255$9,500$0GENERAL SUPPORT
ST JOHN EVANGELICAL LUTHERAN CHURCH
PO BOX 222TYRONEPA16686251455744$14,400$0GENERAL SUPPORT
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105620646012$6,100$0GENERAL SUPPORT
THE ARC OF BLAIR COUNTY
431 JACKSON AVENUEALTOONAPA16602251467363$26,000$0GENERAL SUPPORT
TYRONE AREA PUBLIC LIBRARY
1000 PENNSYLVANIA AVETYRONEPA16686251154358$24,500$0GENERAL SUPPORT
BLAIR COUNTY CONVENTION CENTER
1 CONVENTION CENTER DRIVEALTOONAPA16602232878422$9,701$0GENERAL SUPPORT
HUNTINGDON REGIONAL FIRE AND RESCUE
PO BOX 5HUNTINGDONPA16652432058010$7,500$0GENERAL SUPPORT
US HOTEL TAVERN
401 S JUNIATA STHOLLIDAYSBURGPA16648464612388$8,497$0GENERAL SUPPORT
BIG BROTHERS BIG SISTERS OF BLAIR COUNTY
891 23RD STREETALTOONAPA16601251157259$10,774$0GENERAL SUPPORT
KEYSTONE K-9 LLC
355 OAK LEAF LANEROARING SPRINGPA16673271866485$10,700$0GENERAL SUPPORT
THE BOB PERKS CANCER ASSISTANCE FUND
PO BOX 313STATE COLLEGEPA16804204220990$20,000$0GENERAL SUPPORT
PARK HILLS GOLF CLUB
219 HIGHLAND TERRACEALTOONAPA16602464350959$12,786$0GENERAL SUPPORT
ALTOONA SYMPHONY ORCHESTRA
1331 12TH AVENUEALTOONAPA16601231513718$23,000$0GENERAL SUPPORT
AMBUCS
3021 SCOTCH VALLEY ROADHOLLIDAYSBURGPA16648582213740$10,000$0GENERAL SUPPORT
BLAIR COUNTY CHAMBER FOUNDATION INC
3900 INDUSTRIAL PARK DRIVEALTOONAPA16602251895033$5,500$0GENERAL SUPPORT
BLAIR COUNTY COMMUNITY ACTION PROGRAM
2301 BEALE AVENUEALTOONAPA16601256084090$48,291$0GENERAL SUPPORT
BLAIR COUNTY DRUG AND ALCOHOL PROGRAM
3001 FAIRWAY DRIVE SUITE DALTOONAPA16602271622663$10,000$0GENERAL SUPPORT
CHILDRENS MIRACLE NETWORK HOSPITALS
205 WEST 700 SOUTHSALT LAKE CITYUT84101870387205$9,998$0GENERAL SUPPORT
CLAYSBURG EDUCATION FOUNDATION
165 ALLISON DRIVECLAYSBURGPA16625471330876$9,500$0GENERAL SUPPORT
CLIPPERS AND BOWS
722 KINGSTON AVEROMEGA30161$5,332$0GENERAL SUPPORT
CONTACT ALTOONA
2729 8TH AVENUEALTOONAPA16602251449123$10,000$0GENERAL SUPPORT
DIG DOG USA LLC
193 HIDDEN LAKE DRIVECENTRE HALLPA16828263215450$10,465$0GENERAL SUPPORT
FAMILIES UNITED FOR CHANGE
3921 MAPLE AVEALTOONAPA16601921991545$12,043$0GENERAL SUPPORT
FELLOWSHIP OF INTERNATIONAL MISSION
555 S 24TH STREETALLENTOWNPA18104236405291$7,000$0GENERAL SUPPORT
FRANKLIN COUNTY VETERANS' AFFAIRS OFFICE
425 FRANKLIN FARM LANECHAMBERSBURGPA17202$7,060$0GENERAL SUPPORT
HOLLIDAYSBURG AREA SCHOOL DISTRICT
405 CLARK STREETHOLLIDAYSBURGPA16648251157793$48,573$0GENERAL SUPPORT
HOLLIDAYSBURG AREA SCHOOL DISTRICT FOUNDATION
405 CLARK STREETHOLLIDAYSBURGPA16648232872911$6,690$0GENERAL SUPPORT
HOMEWOOD FOUNDATION
16107 ELLIOTT PARKWAYWILLIAMSPORTMD21795521892689$12,000$0GENERAL SUPPORT
HUNTINGDON COUNTY HUMANE SOCIETY
11371 SCHOOL HOUSE ROADHUNTINGDONPA16652251345160$8,000$0GENERAL SUPPORT
JOSHUA HOUSE INC
1220 12TH AVEALTOONAPA16601251823731$10,000$0GENERAL SUPPORT
OPERATION OUR TOWN
5508 6TH AVENUEALTOONAPA16602205879618$10,000$0GENERAL SUPPORT
PENN MANOR EDUCATION FOUNDATION
2950 CHARLESTOWN ROADLANCASTERPA17603232924421$10,000$0GENERAL SUPPORT
PORTLAND STAGE COMPANY INC
25A FOREST AVENUEPORTLANDME04101510143171$40,000$0GENERAL SUPPORT
PRECIOUS LIFE
1716 12TH AVENUEALTOONAPA16601251527931$6,000$0GENERAL SUPPORT
ROUNDHOUSE CYCLES
2626 ROUTE 764DUNCANSVILLEPA16635$13,625$0GENERAL SUPPORT
SCHWAB CHARITABLE
PO BOX 628298ORLANDOFL32862311640316$74,464$0GENERAL SUPPORT
SCOTCH VALLEY COUNTRY CLUB
18 CLUBHOUSE DRIVEHOLLIDAYSBURGPA16648$5,557$0GENERAL SUPPORT
SHAW'S FENCING AND HOME IMPROVEMENTS
5 RUSH LANEMCCLUREPA17841$5,599$0GENERAL SUPPORT
SOCIETY OF ST VINCENT DE PAUL STORES DIVISION
PO BOX 231ALTOONAPA16603250965567$38,198$0GENERAL SUPPORT
SOUTHERN ALLEGHENIES MUSEUM OF ART
1210 11TH AVENUEALTOONAPA16601251271659$6,500$0GENERAL SUPPORT
UPMC PRESBYTERIAN SHADYSIDE
3811 OHARA STREETPITTSBURGHPA15213250965480$20,000$0GENERAL SUPPORT
WINGATE BY WYNDHAM
909 CHESTNUT AVEALTOONAPA16601$8,261$0GENERAL SUPPORT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeREIMBURSEMENT FOR EXPENSES INCURRED DURING FUNDRAISINGGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$7,753CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE GRANT COMMITTEE REVIEWS GRANT APPLICATIONS AND MONITORS USE OF GRANT FUNDS. THIS REVIEW IS DOCUMENTED IN THE MINUTES AND RECORDS ARE MAINTAINED AT THE FOUNDATION OFFICE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
THE HANCOCK GROUP
PRESIDENT OF THE BOARD$18,913FEES WERE PAID TO THE PRESIDENT'S INVESTMENT MANAGEMENT FIRM FOR SERVICES RENDERED MANAGING A PORTION OF THE FOUNDATIONS INVESTMENTSYes (1)
TEETER INSURANCE
BOARD MEMBER$6,140THE FOUNDATION PAID FOR INSURANCE POLICIES PURCHASED FROM A BOARD MEMBERS COMPANY0
CENTRAL PENNSLYVANIA SCHOLARSHIP FUND
BOARD SECRETARY$55,369ADMINISTRATIVE FEES WERE RECEIVED FROM A SEPARATE 501 C 3 IN WHICH THE BOARD SECRETARY SERVES AS PRESIDENT0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2A MEMBER OF THE BOARD IS EMPLOYED BY THE BOARD PRESIDENT A MEMBER OF THE BOARD'S HUSBAND AND SONS ARE EMPLOYED BY INVESTMENT FIRM WHICH MANAGES SOME OF THE FOUNDATIONS ASSETS TWO MEMBERS OF THE BOARD ARE MARRIED
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE COMMITTEE REVIEWS PRIOR TO FILING
FORM 990, PART VI, SECTION B, LINE 12CPOLICIES ARE REVIEWED REGULARLY
FORM 990, PART VI, SECTION C, LINE 18THE FORM 990 IS MAINTAINED AT THE ORGANIZATION'S OFFICE AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE ORGANIZATION'S OFFICE AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR