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SUNBURY AREA COMMUNITY FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SUNBURY AREA COMMUNITY FOUNDATION (EIN 24-0796877)
Tax period
2020-01-01 to 2020-07-27
Filed
2021-03-29
IRS object ID
202130889349300428
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)
Return2021-03-29T12:08:26-05:00ReturnTs
Tax Period End2020-07-27TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251622758PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAHER DUESSEL CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11800 LINGLESTOWN ROAD SUITE 306AddressLine1Txt
CityHARRISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN240796877EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUNBURY AREA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUNBBusinessNameControlTxt
Phone5707523930PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 WEST FRONT STREETAddressLine1Txt
CityBERWICKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF HOLLENBACHPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone5707523930PhoneNum
Signature2021-03-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFPersonFirstNm
Person LastHOLLENBACHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA A RITTERPreparerPersonNm
PTINP00168809PTIN
Phone7172321230PhoneNum

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)
Final ReturnYes (X)FinalReturnInd
Principal OfficerJEFF HOLLENBACHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 WEST FRONT STREETAddressLine1Txt
CityBERWICKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18603ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$81,163GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CSGIVING.ORG/SUNBURY.HTMLWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROMOTE A WIDE VARIETY OF HEALTH AND RELATED COMMUNITY SERVICES, INCLUDING BUT NOT LIMITED TO, MAKING GRANTS TO MAINTAIN AND IMPROVE THE HEALTH CARE OF THE COMMUNITY PREVIOUSLY SERVED BY THE SUNBURY COMMUNITY HOSPITAL.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$59,865PYContributionsGrantsAmt
CY Contributions Grants$27,642CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$144,205PYInvestmentIncomeAmt
CY Investment Income$53,521CYInvestmentIncomeAmt
PY Other Revenue$984,061PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,188,131PYTotalRevenueAmt
CY Total Revenue$81,163CYTotalRevenueAmt
PY Grants And Similar Paid$209,150PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$70,790CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$22,724CYTotalFundraisingExpenseAmt
PY Other Expenses$98,112PYOtherExpensesAmt
CY Other Expenses$272,134CYOtherExpensesAmt
PY Total Expenses$307,262PYTotalExpensesAmt
CY Total Expenses$342,924CYTotalExpensesAmt
PY Revenues Less Expenses$880,869PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$261,761CYRevenuesLessExpensesAmt
Total Assets BOY$7,030,914TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities BOY$43,475TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,987,439NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE A WIDE VARIETY OF HEALTH AND RELATED COMMUNITY SERVICES, INCLUDING BUT NOT LIMITED TO, MAKING GRANTS TO MAINTAIN AND IMPROVE THE HEALTH CARE OF THE COMMUNITY PREVIOUSLY SERVED BY THE SUNBURY COMMUNITY HOSPITAL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$294,431ExpenseAmt
Grant$70,790GrantAmt
DescTHE SUNBURY AREA COMMUNITY FOUNDATION (SACF) IS A HOSPITAL-CONVERSION FOUNDATION, CREATED IN 2005-2006 THROUGH THE SALE OF THE SUNBURY COMMUNITY HOSPITAL. THE SACF JOINED THE COMMUNITY GIVING FOUNDATION (CGF) AS AN AFFILIATE IN DECEMBER 2006. CGF PROVIDES INVESTMENT, ADMINISTRATIVE, AND PROGRAM SUPPORT FOR SACF, WHICH OPERATES SOLELY ON ITS VOLUNTEERS AND HAS NO STAFF OR ADMINISTRATIVE STRUCTURE. THE SACF'S FOCUS IS ON CHILDREN'S HEALTH, EARLY CHILDHOOD, HEALTH-CAREER SCHOLARSHIPS, ORAL HEALTH, AND ISSUES REGARDING THE WORKING POOR. THE CGF HAD AN INFRASTRUCTURE IN PLACE THAT COULD SERVE AN ENTIRE REGION OF PHILANTHROPISTS. SACF AFFILIATED WITH CSCF FOR EXPERIENCED MANAGEMENT, POOLED INVESTMENTS, AND BACK OFFICE SUPPORT. THE SACF BOARD FOCUSES ITS EFFORTS ON STEWARDSHIP, DEVELOPMENT AND GRANTMAKING FOR THE COMMUNITIES IT SERVES. IN 2020, SACF AWARDED SCHOLARSHIPS TO STUDENTS IN HEALTH CARE RELATED PROGRAMS OF STUDY. THE FOUNDATION ALSO AWARDED GRANTS TO SUPPORT PROGRAMS FOR EARLY CHILDHOOD EDUCATION, FAMILY ASSISTANCE WITH DIAPERS AND FORMULA, YOUTH DIABETES CAMPERSHIPS, HEALTHY FAMILIES, CHILDREN'S BLINDNESS PREVENTION, AND MEDICAL AND DENTAL CLINICS FOR THE UNDER AND UNINSURED.Desc
Total Program Service Expenses$294,431TotalProgramServiceExpensesAmt
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 Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 Organizations0GrantsToOrganizationsInd
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 Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate OperationsYes (1)TerminateOperationsInd
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
Employee0EmployeeCnt
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
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 Line1COMMUNITY GIVING FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5707523930PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 WEST FRONT STREETAddressLine1Txt
CityBERWICKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18603ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ADAM PURDY
CHAIR1.00Yes (X)Yes (X)$0$0$0
DONNA SPANGLER BOOP
DIRECTOR1.00Yes (X)$0$0$0
JEFF HOLLENBACH
DIRECTOR1.00Yes (X)$0$0$0
ROBERT C ZIMMERMAN
DIRECTOR1.00Yes (X)$0$0$0
STEVE ENGLE
DIRECTOR1.00Yes (X)$0$0$0
CRAIG DEFAZIO
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$27,642AllOtherContributionsAmt
Total Contributions$27,642TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,521TotalRevenueColumnAmt
Exclusion$53,521ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$81,163TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$53,521ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,700TotalAmt
Program Services$25,700ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$45,090TotalAmt
Program Services$45,090ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$60,598TotalAmt
Program Services$15,150ProgramServicesAmt
Management And General$22,724ManagementAndGeneralAmt
Fundraising$22,724FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,070TotalAmt
Program Services$2,070ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,155TotalAmt
Program Services$8,155ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,045TotalAmt
Management And General$3,045ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescCHANGE IN BENEFICIAL INDesc
Total$198,266TotalAmt
Program Services$198,266ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$342,924TotalAmt
Program Services$294,431ProgramServicesAmt
Management And General$25,769ManagementAndGeneralAmt
Fundraising$22,724FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,036BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,009,878BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,030,914BOYAmt
EOY$0EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$43,475BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$43,475BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,837BOYAmt
EOY$0EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,982,602BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,987,439BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,030,914BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$261,761ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$6,725,678OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
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$86,001CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$665,959CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,865CurrentTaxYearMinus1YearAmt
Current Tax Year$27,642CurrentTaxYearAmt
Total$916,314TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,001CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$665,959CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,865CurrentTaxYearMinus1YearAmt
Current Tax Year$27,642CurrentTaxYearAmt
Total$916,314TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$637,974SubstantialContributorsTotAmt
Public Support Total170$278,340PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$93,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,680CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$131,973CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144,205CurrentTaxYearMinus1YearAmt
Current Tax Year$53,521CurrentTaxYearAmt
Total$513,391TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,230CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,057CurrentTaxYearMinus3YearsAmt
Total$7,287TotalAmt
FieldValueIRS element (for citing)
Total Support$1,436,992TotalSupportAmt
Public Support CY1700.19370PublicSupportCY170Pct
Public Support PY1700.22260PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE SUNBURY AREA COMMUNITY FOUNDATION IS A PUBLICALLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST. THE FOUNDATION SATISFIES THIS TEST DUE TO THE FOLLOWING: 1. A HIGH PERCENTAGE OF THE FOUNDATION'S SUPPORT COMES FROM THE PUBLIC. DURING THE YEARS ENDED DECEMBER 31, 2016 THROUGH 2020, APPROXIMATELY $662,137 CAME FROM ONE ESTATE AND ONE CHARITABLE LEAD ANNUITY TRUST. HAD THESE AMOUNTS NOT BEEN REPORTED AS EXCESS CONTRIBUTIONS, THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE WOULD HAVE BEEN 61.45% FOR THE FIVE YEARS ENDED DECEMBER 31, 2020. 2. THE 10% TEST IS SATISFIED BY SUPPORT FROM A NUMBER OF UNRELATED DONORS (AS OPPOSED TO SUPPORT FROM MEMBERS OF A SINGLE FAMILY). 3. THE FOUNDATION'S GOVERNING BODY REPRESENTS THE BOARD INTEREST OF THE PUBLIC RATHER THAN THE PERSONAL OR PRIVATE INTEREST OF A LIMITED NUMBER OF DONORS. BOARD DECISIONS ARE MADE BASED ON THE FOUNDATION'S OVERALL MISSION TO PROMOTE A WIDE VARIETY OF HEALTH AND RELATED COMMUNITY SERVICES, INCLUDING BUT NOT LIMITED TO, MAKING GRANTS TO MAINTAIN AND IMPROVE THE HEALTH CARE OF THE COMMUNITY PREVIOUSLY SERVED BY THE SUNBURY COMMUNITY HOSPITAL. THE FOUNDATION HAS A WRITTED CONFLICT OF INTEREST POLICY AS PART OF ITS ADOPTED BYLAWS. EACH BOARD MEMBER HAS A BOARD MANUAL THAT INCLUDED A COPY OF THE BYLAWS. 4. THE FOUNDATION PROVIDES SERVICES DIRECTLY FROM THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASES (ANNUAL GRANT/SCHOLARSHIP FUNDING). IN 2020, THE FOUNDATION AWARDED SCHOLARSHIPS TO STUDENTS IN HEALTH CARE RELATED PROGRAMS OF STUDY. THE FOUNDATION ALSO AWARDED GRANTS TO SUPPORT PROGRAMS FOR EARLY CHILDHOOD EDUCATION, FAMILY ASSISTANCE WITH DIAPERS AND FORMULA, YOUTH DIABETES CAMPERSHIPS, HEALTH FAMILIES, CHILDREN'S BLINDNESS PREVENTION AND MEDICAL AN DENTAL CLINICS FOR THE UNDER AND UNINSURED. 5. THE FOUNDATION MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY. THE FOUNDATION REQUIRES ITS GRANTEES TO SUBMIT PERIODIC GRANT REPORTS, TYPICALLY AFTER THE FIRST SIX MONTHS A PROGRAM IS COMPLETED AND FOLLOWING THE COMPLETION OF THE ONE-YEAR GRANT PERIOD. IN SOME CASES, ONLY A FINAL REPORT IS REQUIRED. THE PURPOSE OF THE GRANT REPORT IS TO ENCOURAGE GRANTEES TO SHARE THEIR SUCCESSES AND CHALLENGES WITH THE FOUNDATION. THIS CAN BE AN IMPORTANT WAY TO TAKE A CLOSER LOOK AT THE PROGRESS THE GRANTEE IS MAKING, WHAT IS WORKING OR NOT WORKING, AND PERHAPS MAKE CHANGES, IF NEEDED. IN ADDITION, REPORTS ASSIST THE FOUNDATION IN TRACKING THE OUTCOMES OF PROJECTS AND PROGRAMS IT IS HELPING TO SUPPORT. FINALLY, REPORTS MEET THE FOUNDATION'S NEED FOR ACCURATE FINANCIAL REPORTING ON THE USE OF ITS GRANT FUNDS, FOR AUDITING PURPOSES.FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SHORT YEAR EXPLANATION:FormAndLineReferenceDesc
ExplanationIN JANUARY 2017, THE BOARD OF DIRECTORS APPROVED THE DISSOLUTION OF THE FOUNDATION AND THE TRANSFER OF THE FOUNDATION ASSETS TO THE COMMUNITY GIVING FOUNDATION (CGF). FINAL DISSOLUTION OF THE FOUNDATION WAS APPROVED BY THE COMMONWEALTH OF PENNSYLVANIA, BUREAU OF CORPORATIONS AND CHARITABLE ORGANIZATIONS ON JULY 27, 2020. FOUNDATION ASSETS REMAINING AFTER PAYMENTS OF EXPENSES THROUGH JULY 27, 2020 WERE TRANSFERRED TO CGF.ExplanationTxt

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 Held7DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY$706,481DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCOLLEGE SCHOLARSHIPS AWARDED TO INDIVIDUALSGrantTypeTxt
Recipient15RecipientCnt
Cash Grant$45,090CashGrantAmt

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail (4 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDescDistributionDistributionDtFair Market Value Of AssetFairMarketValueOfAssetAmtMethod Of FMV DeterminationMethodOfFMVDeterminationTxtEINEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionTxt
COMMUNITY GIVING FOUNDATION
BENEFICIAL INTEREST IN NET ASSETS OF A COMMUNITY FOUNDATION2020-07-27$5,746,351BOOK VALUE232982141725 WEST FRONT STREETBERWICKPA18603501(C)(3)
COMMUNITY GIVING FOUNDATION
BENEFICIAL INTEREST IN PERPETUAL TRUSTS HELD BY OTHERS2020-07-27$486,526BOOK VALUE232982141725 WEST FRONT STREETBERWICKPA18603501(C)(3)
COMMUNITY GIVING FOUNDATION
BENEFICIAL INTEREST IN REMAINDER TRUSTS HELD BY OTHERS2020-07-27$444,185BOOK VALUE232982141725 WEST FRONT STREETBERWICKPA18603501(C)(3)
COMMUNITY GIVING FOUNDATION
BENEFICIAL INTERST IN LEAD TRUST HELD BY OTHERS2020-07-27$20,811BOOK VALUE232982141725 WEST FRONT STREETBERWICKPA18603501(C)(3)
FieldValueIRS element (for citing)
Director Of Successor0DirectorOfSuccessorInd
Employee Of Successor0EmployeeOfSuccessorInd
Owner Of Successor0OwnerOfSuccessorInd
Receive Compensation0ReceiveCompensationInd
Assets DistributedYes (1)AssetsDistributedInd
Required To Notify AGYes (1)RequiredToNotifyAGInd
Attorney General NotifiedYes (1)AttorneyGeneralNotifiedInd
Liabilities PaidYes (1)LiabilitiesPaidInd
Bonds Outstanding0BondsOutstandingInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3IN JANUARY 2017, THE BOARD OF DIRECTORS APPROVED THE DISSOLUTION OF THE FOUNDATION AND THE TRANSFER OF THE FOUNDATION ASSETS TO THE COMMUNITY GIVING FOUNDATION (CGF). FINAL DISSOLUTION OF THE FOUNDAITON WAS APPROVED BY THE COMMONWEALTH OF PENNSYLVANIA, BUREAU OF CORPORATIONS AND CHARITABLE ORGANIZATIONS ON JULY 27, 2020. FOUNDATIONS ASSETS REMAINING AFTER PAYMENTS OF EXPENSES THROUGH JULY 27, 2020 WERE TRANSFERRED TO CGF. SEE ATTACHED ARTICLES OF DISSOLUTION.
FORM 990, PART VI, SECTION A, LINE 3SUNBURY AREA COMMUNITY FOUNDATION HAS AN AGREEMENT WITH THE COMMUNITY GIVING FOUNDATION FOR THE ADMINISTRATION OF THE VARIOUS FUNDS OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 4IN JANUARY 2017, THE BOARD OF DIRECTORS APPROVED THE DISSOLUTION OF THE FOUNDATION AND THE TRANSFER OF THE FOUNDATION ASSETS TO THE COMMUNITY GIVING FOUNDATION (CGF). FINAL DISSOLUTION OF THE FOUNDATION WAS APPROVED BY THE COMMONWEALTH OF PENNSYLVANIA, BUREAU OF CORPORATIONS AND CHARITABLE ORGANIZATIONS ON JULY 27, 2020. FOUNDATION ASSETS REMAINING AFTER PAYMENTS OF EXPENSES THROUGH JULY 27, 2020 WERE TRANSFERRED TO CGF.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SIGNING AND SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CSACF HAS A WRITTEN CONFLICT OF INTEREST POLICY AS PART OF ITS ADOPTED BYLAWS. EACH BOARD MEMBER HAS A BOARD MANUAL THAT INCLUDES A COPY OF THE BYLAWS. A MANUAL IS GIVEN TO NEW DIRECTORS WHEN THEY COME ON THE BOARD. SACF HAS NO EMPLOYEES AND ALL BOARD MEMBERS SERVE AS VOLUNTEERS.
FORM 990, PART VI, SECTION C, LINE 19ALL REQUIRED PUBLIC INSPECTION DOCUMENTS ARE AVAILABLE UPON REQUEST FREE OF CHARGE. THE SUNBURY AREA COMMUNITY FOUNDATION IS WORKING TO IMPROVE THE COMMUNICATION OF HOW AND WHERE THOSE DOCUMENTS CAN BE VIEWED.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF PERPETUAL, REMAINDER AND LEAD TRUSTS -27,805. TRANSFER OF BENEFICIAL INTEREST IN NET ASSETS OF A COMMUNITY FOUNDATION -5,746,351. TRANSFER OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS HELD BY OTHERS -486,526. TRANSFER OF BENEFICIAL INTEREST IN REMAINDER TRUSTS HELD BY OTHERS -444,185. TRANSFER OF BENEFICIAL INTEREST IN LEAD TRUST HELD BY OTHERS -20,811.
FORM 990, PART XII, LINE 2CTHE FOUNDATION'S BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. ALL PROPOSALS ARE REVIEWED BY THE BOARD AND AN ACCOUNTANT IS SELECTED BASED ON THE NEEDS OF THE ORGANIZATION. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.
SCHEDULE O, FILING DUE DATETHE SUNBURY AREA COMMUNITY FOUNDATION DISSOLVED EFFECTIVE JULY 27, 2020. THE INITIAL EXTENSION WAS FILED WITH A DISSOLUTION DATE OF MAY 2020; HOWEVER THE FINAL DISSOLUTION WAS NOT APPROVED UNTIL JULY 2020. AS SUCH, THE SHORT YEAR RETURN REFLECTS THE REVISED DATES OF JANUARY 1, 2020 THROUGH JULY 27, 2020.

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