2021-03-29T12:08:26-05:00 2020-07-27 251622758 MAHER DUESSEL CPA'S 1800 LINGLESTOWN ROAD SUITE 306 HARRISBURG PA 17110 990 2020-01-01 240796877 SUNBURY AREA COMMUNITY FOUNDATION SUNB 5707523930 725 WEST FRONT STREET BERWICK PA 18603 JEFF HOLLENBACH BOARD CHAIR 5707523930 2021-03-29 1 JEFF HOLLENBACH 999009999 LISA A RITTER P00168809 7172321230 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X JEFF HOLLENBACH 725 WEST FRONT STREET BERWICK PA 18603 81163 0 X WWW.CSGIVING.ORG/SUNBURY.HTML X 2005 PA 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. X 6 6 0 6 0 0 59865 27642 0 0 144205 53521 984061 0 1188131 81163 209150 70790 0 0 0 0 0 0 22724 98112 272134 307262 342924 880869 -261761 7030914 0 43475 0 6987439 0 X 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. 0 1 294431 70790 THE 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. 294431 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X COMMUNITY GIVING FOUNDATION 5707523930 725 WEST FRONT STREET BERWICK PA 18603 X ADAM PURDY CHAIR 1.00 X X 0 0 0 DONNA SPANGLER BOOP DIRECTOR 1.00 X 0 0 0 JEFF HOLLENBACH DIRECTOR 1.00 X 0 0 0 ROBERT C ZIMMERMAN DIRECTOR 1.00 X 0 0 0 STEVE ENGLE DIRECTOR 1.00 X 0 0 0 CRAIG DEFAZIO DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 27642 27642 53521 53521 81163 0 0 53521 25700 25700 45090 45090 60598 15150 22724 22724 2070 2070 8155 8155 3045 3045 CHANGE IN BENEFICIAL IN 198266 198266 342924 294431 25769 22724 21036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7009878 0 7030914 0 43475 43475 0 X 4837 0 6982602 0 6987439 0 7030914 0 X -261761 -6725678 X X 1 X 0 1 0 X 86001 665959 76847 59865 27642 916314 86001 665959 76847 59865 27642 916314 637974 278340 93012 90680 131973 144205 53521 513391 3230 4057 7287 1436992 0.19370 0.22260 X THE 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. PART II, SHORT YEAR EXPLANATION: IN 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 706481 1 1 0 0 COLLEGE SCHOLARSHIPS AWARDED TO INDIVIDUALS 15 45090 BENEFICIAL INTEREST IN NET ASSETS OF A COMMUNITY FOUNDATION 2020-07-27 5746351 BOOK VALUE 232982141 COMMUNITY GIVING FOUNDATION 725 WEST FRONT STREET BERWICK PA 18603 501(C)(3) BENEFICIAL INTEREST IN PERPETUAL TRUSTS HELD BY OTHERS 2020-07-27 486526 BOOK VALUE 232982141 COMMUNITY GIVING FOUNDATION 725 WEST FRONT STREET BERWICK PA 18603 501(C)(3) BENEFICIAL INTEREST IN REMAINDER TRUSTS HELD BY OTHERS 2020-07-27 444185 BOOK VALUE 232982141 COMMUNITY GIVING FOUNDATION 725 WEST FRONT STREET BERWICK PA 18603 501(C)(3) BENEFICIAL INTERST IN LEAD TRUST HELD BY OTHERS 2020-07-27 20811 BOOK VALUE 232982141 COMMUNITY GIVING FOUNDATION 725 WEST FRONT STREET BERWICK PA 18603 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART III, LINE 3 IN 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 3 SUNBURY 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 4 IN 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 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SIGNING AND SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C SACF 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 19 ALL 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 2C THE 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 DATE THE 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.