FURP.ORG / PUBLIC DATA EXPLORER

CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION (EIN 25-1761379)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-21
IRS object ID
202222649349301122
Schema version
2021v4.2
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)
Return2022-09-21T11:37:47-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 Line11330 11TH AVENUEAddressLine1Txt
CityALTOONACityNm
State AbbreviationPAStateAbbreviationCd
ZIP16601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJODI CESSNAPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8149446102PhoneNum
Signature2022-09-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJODIPersonFirstNm
Person LastCESSNAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R BERKHIMERPreparerPersonNm
PTINP00461480PTIN
Phone8149446191PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJODI CESSNAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 11TH AVENUEAddressLine1Txt
CityALTOONACityNm
State AbbreviationPAStateAbbreviationCd
ZIP16601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,521,167GrossReceiptsAmt
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 Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,153,885PYContributionsGrantsAmt
CY Contributions Grants$2,949,149CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,439,257PYInvestmentIncomeAmt
CY Investment Income$1,926,680CYInvestmentIncomeAmt
PY Other Revenue$122,475PYOtherRevenueAmt
CY Other Revenue$128,274CYOtherRevenueAmt
PY Total Revenue$3,715,617PYTotalRevenueAmt
CY Total Revenue$5,004,103CYTotalRevenueAmt
PY Grants And Similar Paid$1,543,160PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,266,942CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$233,888PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$245,172CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$147,323CYTotalFundraisingExpenseAmt
PY Other Expenses$73,668PYOtherExpensesAmt
CY Other Expenses$73,395CYOtherExpensesAmt
PY Total Expenses$1,850,716PYTotalExpensesAmt
CY Total Expenses$1,585,509CYTotalExpensesAmt
PY Revenues Less Expenses$1,864,901PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,418,594CYRevenuesLessExpensesAmt
Total Assets BOY$24,412,795TotalAssetsBOYAmt
Total Assets EOY$28,583,715TotalAssetsEOYAmt
Total Liabilities BOY$3,196,570TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,400,627TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,216,225NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,183,088NetAssetsOrFundBalancesEOYAmt
MissionCENTRAL PENNSYVANIA COMMUNITY FOUNDATION ENCOURAGES AND EFFECTIVELY MANAGES CHARITABLE GIVINGMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,338,726ExpenseAmt
Grant$1,266,942GrantAmt
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$1,338,726TotalProgramServiceExpensesAmt
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 Mem0BusinessRlnWithOrgMemInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
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 Line11330 11TH AVEAddressLine1Txt
CityALTOONACityNm
State AbbreviationPAStateAbbreviationCd
ZIP16601ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NANCY DEVORRIS
CHAIRMAN10.00Yes (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
JOSEPH D HURD JR
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$2,949,149AllOtherContributionsAmt
Total Contributions$2,949,149TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$738,310TotalRevenueColumnAmt
Related Or Exempt Func Income$738,310RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,705,434SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,517,064SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,188,370SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,188,370TotalRevenueColumnAmt
Related Or Exempt Func Income$1,188,370RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEE REVENUEDesc
Business525920BusinessCd
Total Revenue Column$128,274TotalRevenueColumnAmt
Related Or Exempt Func Income$128,274RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$128,274OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,004,103TotalRevenueColumnAmt
Related Or Exempt Func Income$2,054,954RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$990,806TotalAmt
Program Services$990,806ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$276,136TotalAmt
Program Services$276,136ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$225,589TotalAmt
Program Services$50,953ProgramServicesAmt
Management And General$54,450ManagementAndGeneralAmt
Fundraising$120,186FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,583TotalAmt
Program Services$5,483ProgramServicesAmt
Management And General$6,658ManagementAndGeneralAmt
Fundraising$7,442FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,475TotalAmt
Program Services$8,590ProgramServicesAmt
Management And General$12,885ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,732TotalAmt
Fundraising$8,732FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,113TotalAmt
Program Services$3,165ProgramServicesAmt
Management And General$4,671ManagementAndGeneralAmt
Fundraising$2,277FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,386TotalAmt
Program Services$2,693ProgramServicesAmt
Management And General$2,693ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,780TotalAmt
Management And General$7,780ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$580TotalAmt
Fundraising$580FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,351TotalAmt
Program Services$676ProgramServicesAmt
Fundraising$675FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$957TotalAmt
Management And General$957ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,827TotalAmt
Management And General$3,827ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
RECEPTION EXPENSE$4,546$4,546
DUES AND SUBSCRIPTIONS$2,885$2,885
TELEPHONE$2,330$2,330
PARKING$2,212$2,212

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,221TotalAmt
Program Services$224ProgramServicesAmt
Management And General$997ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,585,509TotalAmt
Program Services$1,338,726ProgramServicesAmt
Management And General$99,460ManagementAndGeneralAmt
Fundraising$147,323FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$698,911BOYAmt
EOY$896,528EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,568BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$40,272LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$38,410LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,819BOYAmt
EOY$1,862EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$23,701,497BOYAmt
EOY$27,685,325EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,412,795BOYAmt
EOY$28,583,715EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$45,997BOYAmt
EOY$5,034EOYAmt

Grants Payable GrantsPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,150,573BOYAmt
EOY$3,381,193EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,196,570BOYAmt
EOY$3,400,627EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,884,242BOYAmt
EOY$14,736,148EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,331,983BOYAmt
EOY$10,446,940EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,216,225BOYAmt
EOY$25,183,088EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,412,795BOYAmt
EOY$28,583,715EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,418,594ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$548,269NetUnrlzdGainsLossesInvstAmt
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$1,818,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,752,226CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,419,755CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,153,885CurrentTaxYearMinus1YearAmt
Current Tax Year$2,881,405CurrentTaxYearAmt
Total$11,026,220TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,818,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,752,226CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,419,755CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,153,885CurrentTaxYearMinus1YearAmt
Current Tax Year$2,881,405CurrentTaxYearAmt
Total$11,026,220TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$11,026,220PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$398,766CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$465,987CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$451,980CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$431,563CurrentTaxYearMinus1YearAmt
Current Tax Year$866,584CurrentTaxYearAmt
Total$2,614,880TotalAmt
FieldValueIRS element (for citing)
Total Support$13,641,100TotalSupportAmt
Public Support CY1700.80830PublicSupportCY170Pct
Public Support PY1700.86770PublicSupportPY170Pct
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 Held186DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held103FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$2,438,119DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$443,286FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$926,558DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$340,384FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$13,822,884DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$11,360,204FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$5,669,275BeginningBalanceAmt
Ending Balance$3,896,449EndingBalanceAmt
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,216,739BeginningYearBalanceAmt
Contributions$1,733,329ContributionsAmt
Investment Earnings Or Losses-$872,668InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,562,623GrantsOrScholarshipsAmt
Administrative Expenses$242,655AdministrativeExpensesAmt
End Year Balance$15,272,122EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,598,386BeginningYearBalanceAmt
Contributions$1,800,734ContributionsAmt
Investment Earnings Or Losses$1,959,032InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,009,960GrantsOrScholarshipsAmt
Other Expenditures$102,199OtherExpendituresAmt
Administrative Expenses$297,779AdministrativeExpensesAmt
End Year Balance$15,948,214EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,272OtherCostOrOtherBasisAmt
Depreciation$38,410DepreciationAmt
Book Value$1,862BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,862TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
AGENCY FUNDS$145,094
CHARITABLE REMAINDER UNITRUST$787,811
CHARITABLE REMAINDER ANNUITY TRUST$2,448,288
FieldValueIRS element (for citing)
Total Liability$3,381,193TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$5,552,372TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$548,269NetUnrealizedGainsInvstAmt
Revenue Not Reported$548,269RevenueNotReportedAmt
Revenue Subtotal$5,004,103RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,004,103TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,585,509TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,585,509ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,585,509TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 1B:THE FOUNDATION IS CONTRACTED BY NASON FOUNDATION, A SEPARATE 501 C 3 TO PROVIDE ADMINISTRATIVE SERVICES SUCH AS COLLECTING CONTRIBUTIONS AND ISSUING GRANTS TO MEDICAL RELATED CHARITIES IN THE FORMER NASON HOSPITAL SERVICE AREA.
PART V, LINE 4:ENDOWMENT 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 REGION

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceDesc
AMELIA M SHARER FOUNDATION INC
PO BOX 244HOLLIDAYSBURGPA16648841800140$16,661$0GENERAL SUPPORT
SPECIAL OLYMPICS BLAIR COUNTY
PO BOX 648ALTOONAPA16603232078543$12,500$0GENERAL SUPPORT
ARC OF BLAIR COUNTY
431 JACKSON AVENUEALTOONAPA16602251467363$21,600$0GENERAL SUPPORTGENERAL SUPPORT
ALTOONA AREA PUBLIC LIBRARY
1600 FIFTH AVENUEALTOONAPA16602237413433$19,267$0GENERAL SUPPORT.
CENTRAL PA HUMANE SOCIETY
1837 EAST PLEASANT VALLEY BLVDALTOONAPA16602256071449$36,484$0GENERAL SUPPORT
JAGGARD FIRST UNITED METHODIST CHURCH
1801 PLEASANT VALLEY BLVDALTOONAPA16602251392341$17,817$0GENERAL SUPPORT
CENTRAL PA FOOD BANK HARRISBURG
3908 COREY ROADHARRISBURGPA17109232202250$14,762$0GENERAL SUPPORT
FOOT OF TEN PARENT TEACHER ORGANIZATION
450 FOOT OF TEN RDDUNCANSVILLEPA16635862465695$5,741$0GENERAL SUPPORT
THE CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVE A 41CLEVELANDOH44195340714585$12,000$0GENERAL SUPPORT
FIRST PRESBYTERIAN CHURCH
29 FEDERAL STNEWBURYPORTMA01950046044683$12,000$0GENERAL SUPPORT
DIG DOG USA LLC
193 HIDDEN LAKE DRIVECENTRE HALLPA16828263215450$8,117$0GENERAL SUPPORT
ROARING SPRING COMMUNITY LIBRARY
320 E MAIN STREETROARING SPRINGPA16673251155337$7,500$0GENERAL SUPPORT
CLAYSBURG EDUCATION FOUNDATION
165 ALLISON DRIVECLAYSBURGPA16625471330876$7,500$0GENERAL SUPPORT
WE CARE
501 VALLEY VIEW BLVDALTOONAPA16602352595864$8,306$0SUPPORT OF BECAUSE WE CARE
HOPE GRACE BRETHREN CHURCH
110 GRACE BRETHRENDILLSBURGPA17019237241559$15,000$0GENERAL SUPPORT
LOVE FROM LIAM FOUNDATION INC
311 12TH STREETDUNCANSVILLEPA16635862141035$6,583$0GENERAL SUPPORT
HUNTINGDON COUNTY LIBRARY
330 PENN STREETHUNTINGDONPA16652236002479$15,000$0GENERAL SUPPORT
JOSLIN DIABETES CENTER
1 JOSLIN PLACEBOSTOMMA02215042203836$15,000$0GENERAL SUPPORT
BLAIR COUNTY COMMUNITY ACTION PROGRAM
2301 BEALE AVEALTOONAPA16601256084090$49,500$0GENERAL SUPPORT
ALTOONA FOOD BANK
2100 6TH AVEALTOONAPA16602251618730$60,841$0GENERAL SUPPORT
BOB PERKS CANCER ASSISTANCE FUND
PO BOX 313STATE COLLEGEPA16804204220990$8,000$0GENERAL SUPPORT
OPERATION OUR TOWN
5508 6TH AVE REARALTOONAPA16602205879618$40,000$0GENERAL SUPPORT
BOROUGH OF HUNTINGDON
530 WASHINGTON STHUNTINGDONPA16652236002876$88,772$0GENERAL SUPPORT
YOUNG LIFE OF CENTRAL PA
PO BOX 333HOLLIDAYSBURGPA16648840385934$31,000$0GENERAL SUPPORT
CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION
4401 PENN AVE CENTRAL PLANT FLR 3PITTSBURGHPA15224251865744$45,000$0GENERAL SUPPORT
ROTARY CLUB OF ALTOONA SUNRISE
2415 UNION AVE FL 2ALTOONAPA16602251602985$7,000$0GENERAL SUPPORT
JAFFA SHRINE CENTER
220 BROAD AVEALTOONAPA16601230360176$12,433$0GENERAL SUPPORT
HUNTINGDON COMMUNITY CENTER
PO BOX 424HUNTINGDONPA16652231381026$60,000$0GENERAL SUPPORT
TRINITY UNITED METHODIST CHURCH
434 EAST MAIN STREETROARING SPRINGPA16673256077255$6,175$0GENERAL SUPPORT
ST JOHN EVANGELICAL LUTHERAN CHURCH
PO BOX 222TYRONEPA16686251455744$19,400$0GENERAL SUPPORT
GIRLS NIGHT OUT ALTOONA
1798 PLANK RD STE 303DUNCANSVILLEPA16635462630301$15,607$0GENERAL SUPPORT
BECAUSE WE CARE
517 S DARTMOUTH LANEALTOONAPA16602475280483$5,564$0GENERAL SUPPORT
HOLLIDAYSBURG AREA SCHOOL DISTRICT FOUNDATION
405 CLARK STREETHOLLIDAYSBURGPA16648232872911$10,400$0GENERAL SUPPORT
LAKE HARTWELL VETERINARY CLINIC LLC
1087 E FRANKLIN STREETHARTWELLGA30643620612737$7,479$0GENERAL SUPPORT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeREIMBURSEMENT FOR EXPENSES FROM YOUNG READERS COUNCIL OF BLAIR COUNTY FUNDGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$17,952CashGrantAmt

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 (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
THE HANCOCK GROUP
PRESIDENT OF THE BOARD$20,629FEES WERE PAID TO THE PRESIDENT'S INVESTMENT MANAGEMENT FIRM FOR SERVICES RENDERED MANAGING A PORTION OF THE FOUNDATIONS INVESTMENTSYes (1)
TEETER INSURANCE
BOARD MEMBER$3,506THE FOUNDATION PAID FOR INSURANCE POLICIES PURCHASED FROM A BOARD MEMBERS COMPANY0
IRWIN FINANCIAL
BOARD MEMBER$427FEES WERE PAID TO A BOARD MEMBER'S INVESTMENT MANAGEMENT FIRM FOR SERVICES RENDERED MANAGING A PORTION OF THE FOUNDATIONS INVESTMENTS0
CENTRAL PENNSLYVANIA SCHOLARSHIP FUND
BOARD SECRETARY$51,100ADMINISTRATIVE FEES WERE RECEIVED FROM A SEPARATE 501 C 3 IN WHICH THE BOARD SECRETARY SERVES AS PRESIDENT0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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 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