FURP.ORG / PUBLIC DATA EXPLORER

CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CENTRAL PENNSYLVANIA COMMUNITY FOUNDATION (EIN 25-1761379)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-24
IRS object ID
202102679349300900
Schema version
2020v4.1
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)
Return2021-09-24T07:10:25-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-07-08SignatureDt
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
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$12,488,385GrossReceiptsAmt
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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,419,755PYContributionsGrantsAmt
CY Contributions Grants$2,153,885CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$924,507PYInvestmentIncomeAmt
CY Investment Income$1,439,257CYInvestmentIncomeAmt
PY Other Revenue$66,679PYOtherRevenueAmt
CY Other Revenue$122,475CYOtherRevenueAmt
PY Total Revenue$3,410,941PYTotalRevenueAmt
CY Total Revenue$3,715,617CYTotalRevenueAmt
PY Grants And Similar Paid$1,945,180PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,543,160CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$195,392PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$233,888CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$136,658CYTotalFundraisingExpenseAmt
PY Other Expenses$98,419PYOtherExpensesAmt
CY Other Expenses$73,668CYOtherExpensesAmt
PY Total Expenses$2,238,991PYTotalExpensesAmt
CY Total Expenses$1,850,716CYTotalExpensesAmt
PY Revenues Less Expenses$1,171,950PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,864,901CYRevenuesLessExpensesAmt
Total Assets BOY$21,933,822TotalAssetsBOYAmt
Total Assets EOY$24,412,795TotalAssetsEOYAmt
Total Liabilities BOY$3,270,883TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,196,570TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,662,939NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,216,225NetAssetsOrFundBalancesEOYAmt
MissionCENTRAL PENNSYVANIA COMMUNITY FOUNDATION ENCOURAGES AND EFFECTIVELY MANAGES CHARITABLE GIVINGMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,617,195ExpenseAmt
Grant$1,543,160GrantAmt
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$1,617,195TotalProgramServiceExpensesAmt
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
Employee6EmployeeCnt
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
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 (21 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
FRED IMLER SR
TREASURER5.00Yes (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
DIRECTOR1.00Yes (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
STEVE MARTZ
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$2,153,885AllOtherContributionsAmt
Total Contributions$2,153,885TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$309,088TotalRevenueColumnAmt
Exclusion$309,088ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,902,937SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,772,768SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,130,169SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,130,169TotalRevenueColumnAmt
Related Or Exempt Func Income$1,130,169RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEE REVENUEDesc
Business525920BusinessCd
Total Revenue Column$122,475TotalRevenueColumnAmt
Related Or Exempt Func Income$122,475RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$122,475OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,715,617TotalRevenueColumnAmt
Related Or Exempt Func Income$1,252,644RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$309,088ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,208,039TotalAmt
Program Services$1,208,039ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$335,121TotalAmt
Program Services$335,121ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$216,869TotalAmt
Program Services$55,829ProgramServicesAmt
Management And General$52,386ManagementAndGeneralAmt
Fundraising$108,654FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,019TotalAmt
Program Services$4,765ProgramServicesAmt
Management And General$5,787ManagementAndGeneralAmt
Fundraising$6,467FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,250TotalAmt
Program Services$6,500ProgramServicesAmt
Management And General$9,750ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,960TotalAmt
Fundraising$15,960FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,263TotalAmt
Program Services$3,083ProgramServicesAmt
Management And General$5,887ManagementAndGeneralAmt
Fundraising$2,293FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,720TotalAmt
Program Services$2,860ProgramServicesAmt
Management And General$2,860ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,400TotalAmt
Management And General$8,400ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$692TotalAmt
Fundraising$692FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,018TotalAmt
Program Services$561ProgramServicesAmt
Management And General$895ManagementAndGeneralAmt
Fundraising$562FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,485TotalAmt
Management And General$1,485ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,459TotalAmt
Management And General$3,459ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PARKING$2,576$2,576
TELEPHONE$2,227$2,227
DUES AND SUBSCRIPTIONS$1,530$1,530
CLEANING AND MAINTENANC$840$840

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,248TotalAmt
Program Services$437ProgramServicesAmt
Management And General$311ManagementAndGeneralAmt
Fundraising$500FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,850,716TotalAmt
Program Services$1,617,195ProgramServicesAmt
Management And General$96,863ManagementAndGeneralAmt
Fundraising$136,658FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$792,186BOYAmt
EOY$698,911EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$9,568EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$40,272LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$37,453LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,855BOYAmt
EOY$2,819EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,139,781BOYAmt
EOY$23,701,497EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,933,822BOYAmt
EOY$24,412,795EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,883BOYAmt
EOY$45,997EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,264,000BOYAmt
EOY$3,150,573EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,270,883BOYAmt
EOY$3,196,570EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,059,528BOYAmt
EOY$11,884,242EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,603,411BOYAmt
EOY$9,331,983EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,662,939BOYAmt
EOY$21,216,225EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,933,822BOYAmt
EOY$24,412,795EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,864,901ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$688,385NetUnrlzdGainsLossesInvstAmt
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)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,238,003CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,818,949CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,752,226CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,419,755CurrentTaxYearMinus1YearAmt
Current Tax Year$2,153,885CurrentTaxYearAmt
Total$13,382,818TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,238,003CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,818,949CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,752,226CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,419,755CurrentTaxYearMinus1YearAmt
Current Tax Year$2,153,885CurrentTaxYearAmt
Total$13,382,818TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$13,382,818PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$292,399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$398,766CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$465,987CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$451,980CurrentTaxYearMinus1YearAmt
Current Tax Year$431,563CurrentTaxYearAmt
Total$2,040,695TotalAmt
FieldValueIRS element (for citing)
Total Support$15,423,513TotalSupportAmt
Public Support CY1700.86770PublicSupportCY170Pct
Public Support PY1700.86220PublicSupportPY170Pct
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 Held169DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held103FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,746,558DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$407,327FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,039,656DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$503,504FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$11,181,373DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$10,034,852FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$5,678,520BeginningBalanceAmt
Additions During Year$144,970AdditionsDuringYearAmt
Distributions During Year$154,215DistributionsDuringYearAmt
Ending Balance$5,669,275EndingBalanceAmt
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,459,325BeginningYearBalanceAmt
Contributions$5,215,275ContributionsAmt
Investment Earnings Or Losses$789,488InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,566,368GrantsOrScholarshipsAmt
Administrative Expenses$299,334AdministrativeExpensesAmt
End Year Balance$14,598,386EndYearBalanceAmt
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$37,453DepreciationAmt
Book Value$2,819BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,819TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
AGENCY FUNDS$132,773
CHARITABLE REMAINDER UNITRUST$728,699
CHARITABLE REMAINDER ANNUITY TRUST$2,289,101
FieldValueIRS element (for citing)
Total Liability$3,150,573TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,404,002TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$688,385NetUnrealizedGainsInvstAmt
Revenue Not Reported$688,385RevenueNotReportedAmt
Revenue Subtotal$3,715,617RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,715,617TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,850,716TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,850,716ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,850,716TotalExpensesPerForm990Amt

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 (51 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceDesc
ALTOONA BLAIR COUNTY DEVELOPMENT CORP
277 STEEPLECHASE DRIVEPLEASANT GAPPA16823251143641$50,000GENERAL SUPPORT
SPECIAL OLYMPICS BLAIR COUNTY
PO BOX 648ALTOONAPA16603232078543$15,000GENERAL SUPPORT
ARC OF BLAIR COUNTY
431 JACKSON AVENUEALTOONAPA16602251467363$24,000GENERAL SUPPORTGENERAL SUPPORT
ALTOONA AREA PUBLIC LIBRARY
1600 FIFTH AVENUEALTOONAPA16602237413433$20,829GENERAL SUPPORT.
CENTRAL PA HUMANE SOCIETY
1837 EAST PLEASANT VALLEY BLVDALTOONAPA16602256071449$83,854GENERAL SUPPORT
JAGGARD EAST UNITED METHODIST CHURCH
1801 PLEASANT VALLEY BLVDALTOONAPA16602251392341$19,427GENERAL SUPPORT
CENTRAL PA FOOD BANK HARRISBURG
3908 COREY ROADHARRISBURGPA17109232202250$16,751GENERAL SUPPORT
DIG DOG USA LLC
193 HIDDEN LAKE DRIVECENTRE HALLPA16828263215450$11,716GENERAL SUPPORT
ALEX'S LEMONADE STAND FOUNDATION
111 PRESIDENTIAL BLVD 203BALA CYNWYDPA19004562496146$10,000GENERAL SUPPORT
JUNION ACHIEVEMENT OF WESTERN PA
90 EMERSON LN SUITE 1403BRIDGEVILLEPA15017250983059$6,000GENERAL SUPPORT
JC BLAIR MEMORIAL HOSPITAL FOUNDATION
935 14TH STREETHUNTINGDONPA16652251881377$11,500GENERAL SUPPORT
ALTOONA AREA SCHOOL DISTRICT FOUNDATION
1415 SIXTH AVEALTOONAPA16602251578040$8,353GENERAL SUPPORT
UPMC ALTOONA FOUNDATION
620 HOWARD AVEALTOONAPA16601550787040$11,000GENERAL SUPPORT
ALTOONA SYMPHONY ORCHESTRA
1331 12TH AVE STE 107ALTOONAPA16601231513718$7,993GENERAL SUPPORT
WE CARE
501 VALLEY VIEW BLVDALTOONAPA16602352595864$5,923SUPPORT OF BECAUSE WE CARE
HOPE GRACE BRETHREN CHURCH
110 GRACE BRETHRENDILLSBURGPA17019237241559$10,000GENERAL SUPPORT
ALTOONA CURVE CHARITIES
PO BOX 1833ALTOONAPA16603834053386$10,829GENERAL SUPPORT
HUNTINGDON COUNTY LIBRARY
330 PENN STREETHUNTINGDONPA16652236002479$15,000GENERAL SUPPORT
JOSLIN DIABETES CENTER
1 JOSLIN PLACEBOSTOMMA02215042203836$8,000GENERAL SUPPORT
MATTHEWS INTERNATIONAL CORPORATION
6515 PENN AVEPITTSBURGHPA15206250644320$10,522GENERAL SUPPORT
THE BLAIRMONT CLUB
265 LARCH STREETHOLLIDAYSBURGPA16648251849601$13,428GENERAL SUPPORT
THE CENTER FOR DAIRY EXCELLENCE FOUNDATION
2301 N CAMERON STHARRISBURGPA17110271943466$11,000GENERAL SUPPORT
BOB PERKS CANCER ASSISTANCE FUND
PO BOX 313STATE COLLEGEPA16804204220990$10,000GENERAL SUPPORT
THE CASINO AND SNAPPY CHEF
300 LAKEMONT PARK BOULEVARDALTOONAPA16602251679695$8,404GENERAL SUPPORT
BOROUGH OF HUNTINGDON
530 WASHINGTON STHUNTINGDONPA16652236002876$22,912GENERAL SUPPORT
BIG BROTHERS BIG SISTERS OF BLAIR COUNTY
891 23RD STREETALTOONAPA16601251157259$8,000GENERAL SUPPORT
YOUNG LIFE OF CENTRAL PA
PO BOX 333HOLLIDAYSBURGPA16648840385934$31,500GENERAL SUPPORT
BLAIR COUNTY ARTS FOUNDATION
1212 12TH AVENUEALTOONAPA16601251180869$7,520GENERAL SUPPORT
CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION
4401 PENN AVE CENTRAL PLANT FLR 3PITTSBURGHPA15224251865744$85,000GENERAL SUPPORT
MENDING HEARTS ANIMAL RESCUE
197 STONEHEDGE RDHOLLIDAYSBURGPA16648273608903$26,100GENERAL SUPPORT
ROTARY CLUB OF ALTOONA SUNRISE
11111 PENDINGALTOONAPA16601$6,286GENERAL SUPPORT
THE DOOR STUDENT SERVICES INC
521 MAIN STBELLWOODPA16617352422389$6,750GENERAL SUPPORT
HUNTINGDON COUNTY UNITED WAY
PO BOX 344HUNTINGDONPA16652231555447$21,000GENERAL SUPPORT
BLAIR COUNTY HISTORICAL SOCIETY
PO BOX 1083ALTOONAPA16603256065058$6,000GENERAL SUPPORT
SCHWAB CHARITABLE
7701 NE GREENWOOD RD STE 200VANCOUVERWA98662261997839$90,953GENERAL SUPPORT
SKILLS OF CENTRAL PA
341 SCIENCE PARK ROAD STE 6STATE COLLEGEPA16803240855593$11,550GENERAL SUPPORT
CITY OF ALTOONA
1301 12TH ST STE 103ALTOONAPA16601237053330$109,607GENERAL SUPPORT
CLOVER CREEK CHURCH OF THE BRETHREN
218 REBECCA FURNACE RDMARTINSBURGPA16662$6,540GENERAL SUPPORT
(no name)
GENERAL SUPPORT
HUNTINGDON COMMUNITY CENTER
PO BOX 424HUNTINGDONPA16652231381026$60,000GENERAL SUPPORT
HUNTINGDON REGIONAL FIRE & RESCUE
11294 RAYSTOWN ROADHUNTINGDONPA16652432058010$13,500GENERAL SUPPORT
INDEPENDENT CATHOLIC FOUNDATION
3618 FIFTH AVE STE 1ALTOONAPA16602251625390$10,000GENERAL SUPPORT
THE FLAG STATION USA
1007 E PLEASANT VALLEY BLVDALTOONAPA16602$6,062GENERAL SUPPORT
TRINITY UNITED METHODIST CHURCH
11111 PENDINGALTOONAPA16602$6,100GENERAL SUPPORT
ST JOHN EVANGELICAL LUTHERAN CHURCH
PO BOX 222TYRONEPA16686251455744$15,700GENERAL SUPPORT
TYRONE AREA PUBLIC LIBRARY
1000 PENNSYLVANIA AVETYRONEPA16686251154358$10,000GENERAL SUPPORT
FOOD FOR FAMILIES
PO BOX 231ALTOONAPA16603251423020$5,300GENERAL SUPPORT
WERSTIL COMPANIES
597 WAVERLY DRHOLLIDAYSBURGPA16648$53,750GENERAL SUPPORT
GIRLS NIGHT OUT ALTOONA
1798 PLANK RD STE 303DUNCANSVILLEPA16635462630301$10,000GENERAL SUPPORT
GLORIA GATES MEMORIAL FOUNDATION
PO BOX 89ALTOONAPA16603251832472$5,500GENERAL SUPPORT
HOLLIDAYSBURG AREA SUMMER BASEBALL LEAGUE
PO BOX 581HOLLIDAYSBURGPA16648300565704$20,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org47Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

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$17,984CashGrantAmt

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 (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
THE HANCOCK GROUP
PRESIDENT OF THE BOARD$16,829FEES WERE PAID TO THE PRESIDENT'S INVESTMENT MANAGEMENT FIRM FOR SERVICES RENDERED MANAGING A PORTION OF THE FOUNDATIONS INVESTMENTS TOTALING $16,829Yes (1)
TEETER INSURANCE
BOARD MEMBER$3,147THE FOUNDATION PAID $3,147 FOR INSURANCE POLICIES PURCHASED FROM A BOARD MEMBERS COMPANY0

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