YORK COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- YORK COUNTY COMMUNITY FOUNDATION (EIN 23-6299868)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-30
- IRS object ID
- 201423039349300402
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-30T07:18:05-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 CONCORD ROAD PO BOX 21439 | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 17402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236299868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YORK COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YORK | BusinessNameControlTxt |
| Phone | 7178483733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WEST MARKET STREET | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 174011617 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY J CHRIST III | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7178483733 | PhoneNum |
| Signature | 2014-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY GOHN ANSTINE | PreparerPersonNm |
| PTIN | P00072689 | PTIN |
| Phone | 7178433804 | PhoneNum |
| Preparation | 2014-10-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HENRY J CHRIST III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WEST MARKET STREET | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 174011617 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,481,844 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YCCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | WE CREATE A VIBRANT YORK COUNTY BY ENGAGING DONORS, PROVIDING COMMUNITY LEADERSHIP AND INVESTING IN HIGH IMPACT INITIATIVES WHILE BUILDING ENDOWMENT FOR FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $11,250 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $941 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,403,282 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,363,592 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $87,567 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $81,181 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,235,046 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,894,069 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,198 | PYOtherRevenueAmt |
| CY Other Revenue | $4,540 | CYOtherRevenueAmt |
| PY Total Revenue | $10,728,093 | PYTotalRevenueAmt |
| CY Total Revenue | $19,343,382 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,595,305 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,740,019 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $832,909 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $870,213 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $291,998 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $496,230 | PYOtherExpensesAmt |
| CY Other Expenses | $730,858 | CYOtherExpensesAmt |
| PY Total Expenses | $3,924,444 | PYTotalExpensesAmt |
| CY Total Expenses | $4,341,090 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,803,649 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,002,292 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $79,279,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,523,802 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,188,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,525,682 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,091,090 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,998,120 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE CREATE A VIBRANT YORK COUNTY BY ENGAGING DONORS, PROVIDING COMMUNITY LEADERSHIP AND INVESTING IN HIGH IMPACT INITIATIVES WHILE BUILDING ENDOWMENT FOR FUTURE GENERATIONS. AS A STEWARD OF CHARITABLE ENDOWMENT AND GRANTMAKER TO CHARITABLE ORGANIZATIONS SERVING OUR COMMUNITY, WE ARE PLEASED TO INCLUDE THE FOLLOWING AS ONE OF OUR ACHIEVEMENTS. YORK COUNTY COMMUNITY FOUNDATION MET THE NATION'S HIGHEST PHILANTHROPIC STANDARDS FOR OPERATIONAL QUALITY, INTEGRITY AND ACCOUNTABILITY AS CONFIRMED THROUGH THE COUNCIL ON FOUNDATION'S NATIONAL STANDARDS FOR U.S. COMMUNITY FOUNDATION PROGRAM. THE PROGRAM IS DESIGNED TO PROVIDE QUALITY ASSURANCE TO DONORS, AS WELL AS TO THEIR LEGAL AND FINANCIAL ADVISORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,357,530 | ExpenseAmt |
| Grant | $1,926,221 | GrantAmt |
| Revenue | $81,631 | RevenueAmt |
| Desc | YORK COUNTY COMMUNITY FOUNDATION'S GRANTMAKING PROGRAM REACHES BROADLY ACROSS ALL CHARITABLE SECTORS SERVING YORK COUNTY PENNSYLVANIA, AS EVIDENCED BY 713 GRANTS TO 255 CHARITABLE ORGANIZATIONS. GRANT SUPPORT IS PROVIDED BY BOTH COMPETITIVE APPLICATION AND NON-COMPETITIVE DESIGNATIONS. MAJOR GRANT PROGRAMS INCLUDE POST-SECONDARY SCHOLARSHIP SUPPORT TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS AND GRANT SUPPORT THROUGH OUR HERITAGE FUNDS PROGRAMS TO BUILD ENDOWMENTS FOR PARTICIPATING CHARITABLE ORGANIZATIONS. OTHER MAJOR PROGRAM INTEREST AREAS NOTED SEPARATELY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $135,458 | ExpenseAmt |
| Grant | $135,458 | GrantAmt |
| Desc | POST SECONDARY SCHOLARSHIPS TO 106 INDIVIDUALS IN THE U.S. THROUGH GRANTS TO EDUCATIONAL INSTITUTIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $177,566 | ExpenseAmt |
| Grant | $173,233 | GrantAmt |
| Desc | YORK COUNTY COMMUNITY FOUNDATION'S FUND FOR YORK COUNTY RESPONDS TO THE GREATEST NEEDS OF OUR COMMUNITY THROUGH HIGH IMPACT STRATEGIC GRANTS SUPPORTING COMMUNITY VIBRANCY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $549,699 | ExpenseAmt |
| Grant | $505,107 | GrantAmt |
| Desc | AGRICULTURE & LAND PRESERVATION - GRANTS $55,000 & TOTAL EXPENSES $56,212 HAHN HOME FUND FOR WOMEN - GRANTS $281,250 & TOTAL EXPENSES $324,630WEYER COMMUNITY HEALTH - GRANTS $128,888 & TOTAL EXPENSES $128,888CODORUS WATERSHED - GRANTS $39,969 & TOTAL EXPENSES $39,969 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $549,699 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $505,107 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,220,253 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE DVORYAK CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7178483733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WEST MARKET STREET | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 174011203 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL NEWSOME | ||||||
| CHAIR, DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL L RUDY III | ||||||
| 2ND VICE CHAIR,DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARSHA M EVERTON | ||||||
| SECRETARY,DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARGARET Z SWARTZ | ||||||
| ASSISTANT SECRETARY, DIREC | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HENRY J CHRIST III | ||||||
| TREASURER, DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARL E ANDERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN W BAILEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VERNON L BRACEY TILL 52013 | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY J BUPP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH F CARSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES H CHODROFF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH P CLARK II | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID L CROSS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTA SNYDER DARR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID M DAVIDSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY DIXON TILL 52013 | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER GEESEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL H HADY III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD HERSHNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY KINSLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN D KREBS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOREN H KROH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY D LOBACH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN J MILLER TILL 52013 | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI O MITRICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M POLLI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT C ROGERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM S SHIPLEY III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN J SHORB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATTI STIRK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN J SYGEIELSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH G WAGMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLAIRE S WEAVER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM R HARTMAN | ||||||
| PRESIDENT, CEO | 45.00 | Yes (X) | $146,844 | $0 | $6,612 | |
| GEORGE DVORYAK | ||||||
| VICE-PRESIDENT, CFO | 40.00 | Yes (X) | $85,942 | $0 | $10,497 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $232,786 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,109 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND EVALUATION GROUP | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST FIFTH STREET SUITE 1600 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT CONSULTING | ServicesDesc |
| Compensation | $191,221 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $14,363,592 | AllOtherContributionsAmt |
| Noncash Contributions | $262,454 | NoncashContributionsAmt |
| Total Contributions | $14,363,592 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE TRUST FEES | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $81,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,181 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $81,181 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,469,364 | TotalRevenueColumnAmt |
| Exclusion | $2,469,364 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,530 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,690 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$7,160 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,160 | TotalRevenueColumnAmt |
| Exclusion | -$7,160 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,535,477 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,110,772 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,424,705 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,424,705 | TotalRevenueColumnAmt |
| Exclusion | $2,424,705 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADMINISTRATIVE SERVICES | 561000 | $11,250 | $11,250 | |
| OTHER INCOME | 900099 | $450 | $450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,700 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,343,382 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,631 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,250 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,886,909 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,604,561 | TotalAmt |
| Program Services | $2,604,561 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,458 | TotalAmt |
| Program Services | $135,458 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,665 | TotalAmt |
| Program Services | $97,849 | ProgramServicesAmt |
| Management And General | $118,670 | ManagementAndGeneralAmt |
| Fundraising | $37,146 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,175 | TotalAmt |
| Program Services | $166,312 | ProgramServicesAmt |
| Management And General | $182,222 | ManagementAndGeneralAmt |
| Fundraising | $147,641 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,395 | TotalAmt |
| Program Services | $7,357 | ProgramServicesAmt |
| Management And General | $6,639 | ManagementAndGeneralAmt |
| Fundraising | $5,399 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,607 | TotalAmt |
| Program Services | $16,486 | ProgramServicesAmt |
| Management And General | $16,244 | ManagementAndGeneralAmt |
| Fundraising | $12,877 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,371 | TotalAmt |
| Program Services | $19,631 | ProgramServicesAmt |
| Management And General | $21,924 | ManagementAndGeneralAmt |
| Fundraising | $13,816 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,725 | TotalAmt |
| Management And General | $12,725 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,774 | TotalAmt |
| Program Services | $1,356 | ProgramServicesAmt |
| Management And General | $23,464 | ManagementAndGeneralAmt |
| Fundraising | $954 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,016 | TotalAmt |
| Management And General | $255,016 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,196 | TotalAmt |
| Program Services | $95,196 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,805 | TotalAmt |
| Program Services | $3,403 | ProgramServicesAmt |
| Fundraising | $3,402 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,200 | TotalAmt |
| Program Services | $13,942 | ProgramServicesAmt |
| Management And General | $37,251 | ManagementAndGeneralAmt |
| Fundraising | $10,007 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,159 | TotalAmt |
| Program Services | $14,268 | ProgramServicesAmt |
| Management And General | $11,981 | ManagementAndGeneralAmt |
| Fundraising | $10,910 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,349 | TotalAmt |
| Program Services | $14,651 | ProgramServicesAmt |
| Management And General | $25,386 | ManagementAndGeneralAmt |
| Fundraising | $10,312 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,922 | TotalAmt |
| Program Services | $340 | ProgramServicesAmt |
| Management And General | $754 | ManagementAndGeneralAmt |
| Fundraising | $828 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,248 | TotalAmt |
| Management And General | $62,248 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,597 | TotalAmt |
| Program Services | $3,199 | ProgramServicesAmt |
| Management And General | $3,199 | ManagementAndGeneralAmt |
| Fundraising | $3,199 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAMS | $75,019 | $22,420 | $20,916 | $31,683 |
| STAFF DEVELOPMENT | $26,376 | $26,376 | ||
| DUES AND ASSESSMENTS | $11,472 | $3,824 | $3,824 | $3,824 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,341,090 | TotalAmt |
| Program Services | $3,220,253 | ProgramServicesAmt |
| Management And General | $828,839 | ManagementAndGeneralAmt |
| Fundraising | $291,998 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,629 | BOYAmt |
| EOY | $106,392 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,340,535 | BOYAmt |
| EOY | $5,367,246 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,434 | BOYAmt |
| EOY | $126,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $639,741 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $618,076 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,314 | BOYAmt |
| EOY | $21,665 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,244,850 | BOYAmt |
| EOY | $79,466,627 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,831,543 | BOYAmt |
| EOY | $14,846,492 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,357,075 | BOYAmt |
| EOY | $1,589,364 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,279,380 | BOYAmt |
| EOY | $101,523,802 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,606 | BOYAmt |
| EOY | $6,387 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,509 | BOYAmt |
| EOY | $19,736 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,014,175 | BOYAmt |
| EOY | $17,499,559 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,188,290 | BOYAmt |
| EOY | $17,525,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,110,553 | BOYAmt |
| EOY | $79,436,187 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,119,693 | BOYAmt |
| EOY | $3,600,306 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,844 | BOYAmt |
| EOY | $961,627 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,091,090 | BOYAmt |
| EOY | $83,998,120 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,279,380 | BOYAmt |
| EOY | $101,523,802 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,002,292 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,603,922 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$699,184 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,719,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,767,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,211,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,403,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,363,592 | CurrentTaxYearAmt |
| Total | $31,464,938 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,719,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,767,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,211,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,403,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,363,592 | CurrentTaxYearAmt |
| Total | $31,464,938 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,783,125 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,681,813 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,503,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,422,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,466,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,711,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,489,894 | CurrentTaxYearAmt |
| Total | $8,593,974 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,941 | CurrentTaxYearAmt |
| Total | $3,764 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,062,676 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $415,697 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $192 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $192 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING CENTERED AROUND PUBLIC EDUCATION FUNDING AND LEGISLATION | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 82 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 19 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $5,081,076 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $187,866 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $569,534 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $504,861 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $16,177,601 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $16,138,016 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,091,090 | BeginningYearBalanceAmt |
| Contributions | $13,393,223 | ContributionsAmt |
| Investment Earnings Or Losses | $10,224,772 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,337,220 | GrantsOrScholarshipsAmt |
| Other Expenditures | $487,249 | OtherExpendituresAmt |
| Administrative Expenses | $886,496 | AdministrativeExpensesAmt |
| End Year Balance | $83,998,120 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,102,752 | BeginningYearBalanceAmt |
| Contributions | $5,734,266 | ContributionsAmt |
| Investment Earnings Or Losses | $7,874,975 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,264,318 | GrantsOrScholarshipsAmt |
| Other Expenditures | $561,157 | OtherExpendituresAmt |
| Administrative Expenses | $795,428 | AdministrativeExpensesAmt |
| End Year Balance | $64,091,090 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,139,138 | BeginningYearBalanceAmt |
| Contributions | $4,641,391 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,305,811 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,246,636 | GrantsOrScholarshipsAmt |
| Other Expenditures | $394,898 | OtherExpendituresAmt |
| Administrative Expenses | $730,432 | AdministrativeExpensesAmt |
| End Year Balance | $54,102,752 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,190,700 | BeginningYearBalanceAmt |
| Contributions | $2,182,082 | ContributionsAmt |
| Investment Earnings Or Losses | $6,521,476 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,699,291 | GrantsOrScholarshipsAmt |
| Other Expenditures | $356,269 | OtherExpendituresAmt |
| Administrative Expenses | $699,560 | AdministrativeExpensesAmt |
| End Year Balance | $54,139,138 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,171,644 | BeginningYearBalanceAmt |
| Contributions | $1,580,157 | ContributionsAmt |
| Investment Earnings Or Losses | $10,622,162 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,084,008 | GrantsOrScholarshipsAmt |
| Other Expenditures | $408,345 | OtherExpendituresAmt |
| Administrative Expenses | $690,910 | AdministrativeExpensesAmt |
| End Year Balance | $49,190,700 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $522,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $517,860 | DepreciationAmt |
| Book Value | $4,856 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,216 | DepreciationAmt |
| Book Value | $16,809 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,665 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FEG ABSOLUTE ACCESS FUND | $7,179,200 | F |
| FEG EQUITY ACCESS FUND | $7,617,292 | F |
| CODO, LLP | $50,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,846,492 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY TO LIFE INCOME BENEFICIARIES UNDER TRUST AGREEMENTS | $3,619,790 |
| FUNDS HELD AS AGENCY ENDOWMENTS | $13,879,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,499,559 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,617,995 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,603,922 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $592,181 | OtherRevenueAmt |
| Revenue Not Reported | $6,196,103 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,421,892 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $255,016 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,666,474 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,921,490 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,343,382 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,710,965 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $27,690 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $27,690 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,683,275 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $255,016 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $402,799 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $657,815 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,341,090 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | GIFTS TO THE YORK COUNTY COMMUNITY FOUNDATION ARE PRIMARILY HELD AS ENDOWMENTS UNDER TERMS OF GIFT INSTRUMENTS WITH THE DONOR. THE FOUNDATION HOLDS ENDOWMENTS TO PROVIDE A PERMANENT SOURCE OF INCOME TO PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS AND SUPPORT CHARITABLE PROGRAMS AND OPERATIONS. THE FOUNDATION CLASSIFIES AS UNRESTRICTED NET ASSETS (UNDER LINE 2A BOARD DESIGNATED OR QUASI-ENDOWMENT) FUNDS HELD AS PERMANENT ENDOWMENT, INCLUDING THOSE WITH DONOR-IMPOSED RESTRICTIONS, BUT SUBJECT TO THE VARIANCE POWER OF THE FOUNDATION AS ESTABLISHED IN ITS GOVERNING DOCUMENTS. THE FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (UNDER LINE 2B PERMANENT ENDOWMENT LINE) PERMANENT ENDOWMENTS WHICH ARE SUBJECT TO DONOR IMPOSED STIPULATIONS WHICH RESTRICT SPENDABILITY (SUCH AS INTERESTS IN PERPETUAL TRUSTS HELD BY A THIRD PARTY). THE FOUNDATION CLASSIFIES NET ASSETS AS TEMPORARILY RESTRICTED (UNDER LINE 2C TERM ENDOWMENT) ENDOWMENTS WITH RESTRICTIONS WHICH WILL EXPIRE WHEN STIPULATED TIME RESTRICTIONS OR PURPOSE RESTRICTIONS ARE FULFILLED (SUCH AS IRREVOCABLE CHARITABLE TRUSTS), AT WHICH TIME THEY WILL BE RECLASSIFIED TO UNRESTRICTED. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE COMPANY, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT OF THE FOUNDATION EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM BENEFICIAL INTEREST IN TRUSTS 100,783. CHANGE IN SPLIT INTEREST AGREEMENTS 441,678. REVENUE FROM CHARITABLE REMAINDER TRUSTS 49,720. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -27,690. AGENCY ENDOWMENT GIFTS 982,739. AGENCY ENDOWMENT INVESTMENT INCOME (LOSSES) EXCLUDED FROM F/S BY SFAS 136 630,244. FEES FROM CHARITABLE REMAINDER UNITRUSTS 81,181. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 27,690. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT DISTRIB'S FOR AGENCY ENDOWMENTS EXCLUDED FROM F/S DUE TO SFAS NO 136 402,799. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (104 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ROAD & TRANSPORTATION BUILDERS ASSOCIATION | |||||||||
| 1219 28TH STREET NW | WASHINGTON | DC | 20007 | 526283894 | 501(C)(3) | $11,000 | $0 | FMV | TMAW CAMPAIGN AND TDF SCHOLARSHIP FUND |
| ASBURY FOUNDATION INC | |||||||||
| 325 WESLEY DRIVE | MECHANICSBURG | PA | 17055 | 521862674 | 501(C)(3) | $6,000 | $0 | FMV | GENERAL SUPPORT AND BUILDING OUR COMMUNITY CAMPAIGN |
| AUDUBON PENNSYLVANIA | |||||||||
| 100 WILDWOOD WAY | HARRISBURG | PA | 17110 | 131624102 | 501(C)(3) | $5,000 | $0 | FMV | LEARN, EXPLORE AND RESTORE PROGRAM |
| BYRNES HEALTH EDUCATION CENTER | |||||||||
| 515 S GEORGE STREET | YORK | PA | 17401 | 232588187 | 501(C)(3) | $28,887 | $0 | FMV | GENERAL SUPPORT AND HEARTBEAT CAMPAIGN |
| CAMPS NEWFOUND OWATONNA | |||||||||
| 4 CAMP NEWFOUND ROAD | HARRISON | ME | 04040 | 042384391 | 501(C)(3) | $15,000 | $0 | FMV | GENERAL SUPPORT |
| CHILDREN'S AID SOCIETY | |||||||||
| 343 LINCOLNWAY WEST | NEW OXFORD | PA | 17350 | 231429838 | 501(C)(3) | $11,839 | $0 | FMV | GENERAL SUPPORT AND SUPPORT OF THE LEHMAN CENTER |
| CHILDREN'S HOME OF YORK | |||||||||
| 77 SHOE HOUSE ROAD | YORK | PA | 17406 | 231352081 | 501(C)(3) | $15,548 | $0 | FMV | GENERAL SUPPORT AND KIDS ROCK SPONSORSHIP |
| CITY OF YORK | |||||||||
| 101 SOUTH GEORGE STREET | YORK | PA | 17401 | 236001908 | GOVERNMENT | $6,094 | $0 | FMV | GENERAL SUPPORT OF PENN PARK AND PURCHASE OF SMOKE AND CARBON MONOXIDE DETECTORS |
| COLUMBIA PUBLIC LIBRARY | |||||||||
| 24 SOUTH SIXTH STREET | COLUMBIA | PA | 17512 | 236050185 | 501(C)(3) | $6,683 | $0 | FMV | GENERAL SUPPORT |
| COVENANT HOUSE | |||||||||
| P O BOX 731 | NEW YORK | NY | 101080731 | 132725416 | 501(C)(3) | $5,000 | $0 | FMV | GENERAL SUPPORT |
| CRISPUS ATTUCKS ASSOCIATION | |||||||||
| 605 SOUTH DUKE STREET | YORK | PA | 17403 | 231365320 | 501(C)(3) | $17,553 | $0 | FMV | GENERAL SUPPORT |
| CULTURAL ALLIANCE OF YORK COUNTY | |||||||||
| 14 WEST MARKET STREET | YORK | PA | 17401 | 232992925 | 501(C)(3) | $23,001 | $0 | FMV | GENERAL SUPPORT AND SUPPORT OF YORK COUNTY HONORS CHOIR |
| DALLASTOWN AREA DOLLARS FOR SCHOLARS | |||||||||
| 100 INDIAN SPRINGS ROAD | RED LION | PA | 17356 | 411774747 | 501(C)(3) | $7,024 | $0 | FMV | GENERAL SUPPORT |
| DOWNTOWN INC | |||||||||
| 16 NORTH GEORGE STREET | YORK | PA | 17401 | 232411781 | 501(C)(3) | $99,472 | $0 | FMV | GENERAL SUPPORT, MOVING PLANS INTO ACTION, DOWNTOWN PLANTERS |
| EASTER SEALS WESTERN AND CENTRAL PENNSYLVANIA | |||||||||
| 383 ROLLING RIDGE DR | STATE COLLEGE | PA | 16801 | 250965215 | 501(C)(3) | $13,524 | $0 | FMV | GENERAL SUPPORT |
| EASTERN YORK DOLLARS FOR SCHOLARS | |||||||||
| 25 NORTH WILSON LANE | YORK | PA | 17406 | 465052406 | 501(C)(3) | $8,494 | $0 | FMV | GENERAL SUPPORT |
| FAMILY FIRST HEALTH | |||||||||
| PO BOX 2207 | YORK | PA | 17405 | 237118262 | 501(C)(3) | $5,416 | $0 | FMV | GENERAL SUPPORT |
| FARM & NATURAL LANDS TRUST OF YORK COUNTY | |||||||||
| 156 N GEORGE STREET SUITE 300 | YORK | PA | 17401 | 232612674 | 501(C)(3) | $26,018 | $0 | FMV | GENERAL SUPPORT |
| FIRST PRESBYTERIAN CHURCH | |||||||||
| 225 EAST MARKET STREET | YORK | PA | 17403 | 231355118 | 501(C)(3) | $18,902 | $0 | FMV | GENERAL SUPPORT |
| FORSIGHT VISION | |||||||||
| 1380 SPAHN AVENUE | YORK | PA | 17403 | 231365986 | 501(C)(3) | $15,934 | $0 | FMV | GENERAL SUPPORT |
| FULTON OPERA HOUSE FOUNDATION | |||||||||
| 12 NORTH PRINCE ST | LANCASTER | PA | 17601 | 231631733 | 501(C)(3) | $5,000 | $0 | FMV | GENERAL SUPPORT |
| GARDEN CLUB OF YORK | |||||||||
| 6594 WALDMAN LANE | SEVEN VALLEYS | PA | 173608840 | 232994596 | 501(C)(3) | $15,350 | $0 | FMV | GENERAL SUPPORT |
| GETTYSBURG COLLEGE | |||||||||
| 300 N WASHINGTON ST BOX 423 | GETTYSBURG | PA | 17325 | 231352641 | 501(C)(3) | $10,476 | $0 | FMV | GENERAL SUPPORT |
| GIRL SCOUTS IN THE HEART OF PENNSYLVANIA | |||||||||
| 350 HALE AVENUE | HARRISBURG | PA | 17104 | 240795960 | 501(C)(3) | $5,000 | $0 | FMV | GENERAL SUPPORT |
| GREATER DOVER AREA DOLLARS FOR SCHOLARS | |||||||||
| 2130 WINDING ROAD | YORK | PA | 17408 | 465143583 | 501(C)(3) | $5,209 | $0 | FMV | GENERAL SUPPORT |
| GRETCHEN WOLF SWARTZ SCHOLARSHIP FUND INC | |||||||||
| 2700 DANIELLE DR | DOVER | PA | 17315 | 233027519 | 501(C)(3) | $14,616 | $0 | FMV | GENERAL SUPPORT |
| HANOVER AREA HISTORICAL SOCIETY | |||||||||
| 105 HIGH ST PO BOX 3-5 | HANOVER | PA | 17331 | 236407016 | 501(C)(3) | $86,068 | $0 | FMV | GENERAL SUPPORT AND SUPPORT OF WAREHIME/MYERS MANSION |
| HEALTHY YORK COUNTY COALITION | |||||||||
| 605 S GEORGE ST STE 160 | YORK | PA | 17401 | 233050192 | 501(C)(3) | $5,000 | $0 | FMV | GENERAL SUPPORT |
| HOMEWOOD FOUNDATION INC | |||||||||
| 16107 ELLIOTT PKWY PO BOX 250 | WILLIAMSPORT | MD | 217950250 | 521892689 | 501(C)(3) | $5,000 | $0 | FMV | GENERAL SUPPORT |
| JEWISH COMMUNITY CENTER OF YORK | |||||||||
| 2000 HOLLYWOOD DRIVE | YORK | PA | 174034210 | 231355127 | 501(C)(3) | $11,568 | $0 | FMV | GENERAL SUPPORT AND CAPITAL CAMPAIGN |
| JUNIOR LEAGUE OF YORK | |||||||||
| 166 WEST MARKET STREET | YORK | PA | 174011313 | 231421913 | 501(C)(3) | $8,056 | $0 | FMV | GENERAL SUPPORT |
| LANCASTER THEOLOGICAL SEMINARY | |||||||||
| 555 WEST JAMES STREET | LANCASTER | PA | 17603 | 231353386 | 501(C)(3) | $10,821 | $0 | FMV | GENERAL SUPPORT |
| LEADERSHIP YORK | |||||||||
| 39 EAST KING STREET 1ST FLOOR | YORK | PA | 17401 | 232139541 | 501(C)(3) | $14,436 | $0 | FMV | GENERAL SUPPORT AND FUTURE LEADERS OF YORK PROGRAM |
| LEAVE A LEGACY YORK COUNTY | |||||||||
| 137 EAST MARKET STREET | YORK | PA | 17401 | 251719216 | 501(C)(3) | $6,840 | $0 | FMV | GENERAL SUPPORT |
| LEG UP FARM INC | |||||||||
| 4880 NORTH SHERMAN STREET | MOUNT WOLF | PA | 17347 | 232931834 | 501(C)(3) | $17,109 | $0 | FMV | GENERAL SUPPORT |
| LOGOS ACADEMY | |||||||||
| 250 WEST KING STREET | YORK | PA | 17401 | 311520442 | 501(C)(3) | $41,250 | $0 | FMV | GENERAL SUPPORT |
| LUTHERAN SOCIAL SERVICES OF SOUTH CENTRAL PA | |||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 231476329 | 501(C)(3) | $22,132 | $0 | FMV | GENERAL SUPPORT |
| MAKE-A-WISH FOUNDATION OF GREATER PENNA & SOUTHERN WEST VIRGINIA | |||||||||
| 2951 WHITEFORD ROAD SUITE 304 | YORK | PA | 17402 | 251464177 | 501(C)(3) | $7,638 | $0 | FMV | GENERAL SUPPORT |
| MARGARET E MOUL HOME | |||||||||
| 2050 BARLEY ROAD | YORK | PA | 174041557 | 232037566 | 501(C)(3) | $9,234 | $0 | FMV | GENERAL SUPPORT |
| MARTIN LIBRARY | |||||||||
| 159 EAST MARKET STREET | YORK | PA | 17401 | 231352224 | 501(C)(3) | $34,166 | $0 | FMV | GENERAL SUPPORT |
| MEMORIAL HEALTH SYSTEMS CORPORATION | |||||||||
| PO BOX 2225 | YORK | PA | 17405 | 222546051 | 501(C)(3) | $5,300 | $0 | FMV | GENERAL SUPPORT AND DIABETES PROGRAMMING |
| MOUNT WOLF BOROUGH | |||||||||
| 345 CHESTNUT ST PO BOX 458 | MOUNT WOLF | PA | 17347 | 231952738 | GOVERNMENT | $10,518 | $0 | FMV | GENERAL SUPPORT OF MOUNT WOLF ATHLETIC ASSOCIATION |
| MT ZION UNITED CHURCH OF CHRIST | |||||||||
| 1054 RIDGEWOOD ROAD | YORK | PA | 174021758 | 231884302 | 501(C)(3) | $29,102 | $0 | FMV | GENERAL SUPPORT |
| NEW BIRTH OF FREEDOM COUNCIL BOY SCOUTS OF AMERICA | |||||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 170502344 | 231365194 | 501(C)(3) | $5,327 | $0 | FMV | GENERAL SUPPORT |
| NEW FREEDOM HERITAGE INC | |||||||||
| PO BOX 266 | NEW FREEDOM | PA | 173490266 | 043792903 | 501(C)(3) | $5,000 | $0 | FMV | FREEDOM GREEN COMMUNITY PARK, PHASE II |
| NORTHEASTERN SCHOOL DISTRICT SCHOLARSHIP FOUNDATION | |||||||||
| 647 DELLINGER ROAD | MOUNT WOLF | PA | 17347 | 411822799 | 501(C)(3) | $6,106 | $0 | FMV | GENERAL SUPPORT |
| OTTERBEIN UNITED METHODIST CHURCH (MT WOLF) | |||||||||
| 131 CENTER ST PO BOX 386 | MOUNT WOLF | PA | 17347 | 236277722 | 501(C)(3) | $13,395 | $0 | FMV | GENERAL SUPPORT |
| OTTERBEIN UNITED METHODIST CHURCH (YORK) | |||||||||
| 301 WEST PHILADELPHIA STREET | YORK | PA | 17404 | 231484147 | 501(C)(3) | $5,206 | $0 | FMV | GENERAL SUPPORT |
| PARTNERSHIP FOR ECONOMIC DEVELOPMENT IN YORK COUNTY INC | |||||||||
| 144 ROOSEVELT AVE STE 10 | YORK | PA | 17401 | 232768349 | 501(C)(3) | $10,000 | $0 | FMV | MAIN STREET HANOVER PROJECTS |
| PENN STATE YORK | |||||||||
| 1031 EDGECOMB AVENUE | YORK | PA | 174033326 | 246000376 | GOVERNMENT | $12,477 | $0 | FMV | GENERAL SUPPORT AND OLLIE FOUNDERS LUNCHEON |
| PENN-MAR HUMAN SERVICES INC | |||||||||
| 10709 SUSQUEHANNA TRAIL | GLEN ROCK | PA | 17327 | 521590195 | 501(C)(3) | $7,420 | $0 | FMV | GENERAL SUPPORT |
| PENNSYLVANIA ARTS EXPERIENCE | |||||||||
| 37 WEST PHILADELPHIA STREET | YORK | PA | 17401 | 271158927 | 501(C)(3) | $31,750 | $0 | FMV | SUPPORT OF YORK ARTS ORIENATION CENTER |
| PENNSYLVANIA ENVIRONMENTAL COUNCIL | |||||||||
| 800 NORTH THIRD STREET STE 304 | HARRISBURG | PA | 17102 | 237286159 | 501(C)(3) | $39,975 | $0 | FMV | CONSULTANTS CONTRACT FOR CODORUS WATERSHED PROGRAM |
| PENNSYLVANIA WOUNDED WARRIORS INC | |||||||||
| 1117 COUNTRY CLUB ROAD | CAMP HILL | PA | 17011 | 743225326 | 501(C)(3) | $5,000 | $0 | FMV | GENERAL SUPPORT |
| PHILANTHROPIC ENDEAVORS FOUNDATION | |||||||||
| 3291 N GEORGE ST | EMIGSVILLE | PA | 17318 | 200751671 | 501(C)(3) | $5,000 | $0 | FMV | GENERAL SUPPORT OF THE PARLIAMENT PROGRAMMING |
| PLANNED PARENTHOOD KEYSTONE | |||||||||
| PO BOX 813 | TREXLERTOWN | PA | 18087 | 232450112 | 501(C)(3) | $12,435 | $0 | FMV | GENERAL SUPPORT |
| PROJECT GRAD USA | |||||||||
| P O BOX 27269 | HOUSTON | TX | 27269 | 760666426 | 501(C)(3) | $9,884 | $0 | FMV | SUMMER BRIDGE TUTORING PROGRAM |
| RED LION AREA SCHOOL DISTRICT | |||||||||
| 696 DELTA ROAD | RED LION | PA | 17356 | 231674306 | GOVERNMENT | $20,000 | $0 | FMV | IPADS FOR FULL-DAY KINDERGARTEN AND DENTAL PROGRAM |
| ROTARY CLUB OF YORK CHARITABLE ENDOWMENT FUND | |||||||||
| 48 EAST MARKET STREET | YORK | PA | 174014630 | 232642321 | 501(C)(3) | $24,532 | $0 | FMV | GENERAL SUPPORT |
| SAINT JOHN EVANGELICAL LUTHERAN CHURCH | |||||||||
| 175 EAST MAIN STREET | NEW FREEDOM | PA | 17349 | 231979891 | 501(C)(3) | $6,111 | $0 | FMV | GENERAL SUPPORT |
| SERVANTS INC | |||||||||
| 268 WEST BEAVER ST SUITE 103 | HELLAM | PA | 17406 | 233042387 | 501(C)(3) | $5,000 | $0 | FMV | PROFESSIONAL DEVELOPMENT |
| SGT MAC FOUNDATION | |||||||||
| P O BOX 936 | GRANDY | NC | 27939 | 743201421 | 501(C)(3) | $5,000 | $0 | FMV | 8TH ANNUAL NATIONAL WREATH PROJECT |
| SOUTH EASTERN DOLLARS FOR SCHOLARS | |||||||||
| 84 MORRIS AVENUE | FAWN GROVE | PA | 17321 | 911917822 | 501(C)(3) | $2,385 | $0 | FMV | GENERAL SUPPORT |
| SOUTH WESTERN DOLLARS FOR SCHOLARS | |||||||||
| 241 THORNHILL DR | HANOVER | PA | 17331 | 911889354 | 501(C)(3) | $1,014 | $0 | FMV | GENERAL SUPPORT |
| SOUTHERN YORK COUNTY SCHOOL DISTRICT FOUNDATION | |||||||||
| PO BOX 128 | GLEN ROCK | PA | 17327 | 232862892 | 501(C)(3) | $13,698 | $0 | FMV | GENERAL SUPPORT |
| SPRING GROVE AREA SCHOOL DISTRICT | |||||||||
| 100 EAST COLLEGE AVENUE | SPRING GROVE | PA | 173621205 | 236004845 | GOVERNMENT | $17,668 | $0 | FMV | LITERACY EDUCATION AND PEER MENTORING PROGRAM |
| ST ONGE FOUNDATION | |||||||||
| 1400 WILLIAMS ROAD | YORK | PA | 17402 | 274824171 | 501(C)(3) | $5,000 | $0 | FMV | TECH FIRE PROGRAM |
| ST PAUL EVANGELICAL LUTHERAN CHURCH | |||||||||
| 201 S MAIN STREET | SPRING GROVE | PA | 17362 | 231370472 | 501(C)(3) | $73,098 | $0 | FMV | GENERAL SUPPORT AND ORGAN PROJECT |
| STRAND-CAPITOL PERFORMING ARTS CENTER | |||||||||
| 50 NORTH GEORGE STREET | YORK | PA | 17401 | 232053382 | 501(C)(3) | $30,490 | $0 | FMV | GENERAL SUPPORT |
| SUSQUEHANNA HERITAGE CORPORATION | |||||||||
| 1706 LONG LEVEL ROAD | WRIGHTSVILLE | PA | 173689009 | 753087098 | 501(C)(3) | $7,810 | $0 | FMV | GENERAL SUPPORT OF JOHN AND KATHRYN ZIMMERMAN CTR FOR HERITAGE AT PLEASEANT GARDEN |
| SUSQUEHANNA RENOVATIONS | |||||||||
| 110 EAST KING STREET | YORK | PA | 17401 | 264773636 | $25,000 | $0 | FMV | BOND BUILDING RENOVATIONS | |
| THE FOUNDATION FOR ENHANCING COMMUNITIES | |||||||||
| PO BOX 678 | HARRISBURG | PA | 171080678 | 010564355 | 501(C)(3) | $5,000 | $0 | FMV | HISTORIC MONAGHAN CHURCH PROJECT |
| THE HAHN HOME | |||||||||
| 403 CHESTNUT HILL ROAD | YORK | PA | 17402 | 231425032 | 501(C)(3) | $280,000 | $0 | FMV | GENERAL SUPPORT |
| UNITED WAY OF YORK COUNTY | |||||||||
| 800 EAST KING STREET | YORK | PA | 17403 | 231352588 | 501(C)(3) | $114,490 | $0 | FMV | GENERAL SUPPORT, READY FREEDY PROGRAM, COWORK155 PROJECT, FOCUS ON OUR FUTURE PROJECT |
| VNA HOME HEALTH - WELLSPAN | |||||||||
| 540 S GEORGE ST | YORK | PA | 174012732 | 231352573 | 501(C)(3) | $25,316 | $0 | FMV | GENERAL SUPPORT |
| WELLINGTON YOUTH SPORTS AND RECREATION | |||||||||
| P O BOX 491 | YORK | PA | 17405 | 841719489 | $5,300 | $0 | FMV | GENERAL SUPPORT | |
| WEST YORK AREA SCHOOL DISTRICT | |||||||||
| 2605 WEST MARKET STREET | YORK | PA | 17404 | 231642980 | GOVERNMENT | $10,992 | $0 | FMV | GENERAL SUPPORT OF MUSIC PROGRAMS |
| WINDY HILL SENIOR CENTER INC | |||||||||
| 1472 ROTHS CHURCH ROAD SUITE 103 | SPRING GROVE | PA | 17362 | 232342745 | 501(C)(3) | $5,000 | $0 | FMV | GENERAL SUPPORT |
| WITF INC | |||||||||
| 4801 LINDLE ROAD | HARRISBURG | PA | 171112444 | 231629016 | 501(C)(3) | $7,297 | $0 | FMV | GENERAL SUPPORT |
| YMCA OF YORK AND YORK COUNTY | |||||||||
| 90 NORTH NEWBERRY STREET | YORK | PA | 17401 | 231352600 | 501(C)(3) | $22,426 | $0 | FMV | GENERAL SUPPORT, STRONG KIDS CAMPAIDN, EARLY CHILDHOOD CARE AND EDUCATION |
| YORK ACADEMY REGIONAL CHARTER SCHOOL | |||||||||
| 32 WEST NORTH STREET | YORK | PA | 17401 | 272294198 | 501(C)(3) | $59,570 | $0 | FMV | GENERAL SUPPORT AND PLAYGROUND PROJECT |
| YORK BENEVOLENT ASSOCIATION | |||||||||
| PO BOX 5041 | YORK | PA | 174055041 | 231353396 | 501(C)(3) | $31,775 | $0 | FMV | GENERAL SUPPORT |
| YORK CATHOLIC HIGH SCHOOL | |||||||||
| 601 EAST SPRINGETTSBURY AVENUE | YORK | PA | 17403 | 231381037 | 501(C)(3) | $75,000 | $0 | FMV | TUITION, ATHLETIC EQUIPMENT AND ART DEPARTMENT |
| YORK CITY BUREAU OF HEALTH | |||||||||
| 435 W PHILADELPHIA ST | YORK | PA | 174011035 | 236001908 | GOVERNMENT | $128,888 | $0 | FMV | GENERAL SUPPORT |
| YORK CITY DOLLARS FOR SCHOLARS | |||||||||
| 1475 HUNTLEY CT | YORK | PA | 17408 | 042296967 | 501(C)(3) | $48,661 | $0 | FMV | GENERAL SUPPORT |
| YORK CITY SCHOOL DISTRICT | |||||||||
| PO BOX 1927 | YORK | PA | 174051927 | 236004284 | GOVERNMENT | $5,000 | $0 | FMV | JUNIOR ACHIEVEMENT PROJECT |
| YORK COLLEGE OF PENNSYLVANIA | |||||||||
| 441 COUNTRY CLUB ROAD | YORK | PA | 174033651 | 231352698 | 501(C)(3) | $25,727 | $0 | FMV | GENERAL SUPPORT, DIATETES PROGRAMMING, |
| YORK COUNTRY DAY SCHOOL | |||||||||
| 1071 REGENTS GLEN BOULEVARD | YORK | PA | 17403 | 231440120 | 501(C)(3) | $8,557 | $0 | FMV | GENERAL SUPPORT |
| YORK COUNTY 4-H ENDOWMENT | |||||||||
| 4813 SHAFFER ROAD | SEVEN VALLEYS | PA | 17360 | 236957724 | 501(C)(3) | $8,698 | $0 | FMV | GENERAL SUPPORT |
| YORK COUNTY BAR FOUNDATION | |||||||||
| 137 EAST MARKET STREET | YORK | PA | 17401 | 232647164 | 501(C)(3) | $10,000 | $0 | FMV | GENERAL SUPPORT |
| YORK COUNTY CHAMBER FOUNDATION | |||||||||
| 96 S GEORGE STREET SUITE 300 | YORK | PA | 17401 | 232481811 | 501(C)(3) | $12,898 | $0 | FMV | GENERAL SUPPORT |
| YORK COUNTY CONSERVATION DISTRICT | |||||||||
| 118 PLEASANT ACRES ROAD STE F | YORK | PA | 17402 | 232215184 | 501(C)(3) | $15,000 | $0 | FMV | AG COOPERATOR COST-SHARE PROGRAM AND ENVIROTHON PROGRAM |
| YORK COUNTY HERITAGE TRUST | |||||||||
| 250 EAST MARKET STREET | YORK | PA | 174032013 | 231352323 | 501(C)(3) | $59,404 | $0 | FMV | GENERAL SUPPORT |
| YORK COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||||
| 144 ROOSEVELT AVENUE SUITE 100 | YORK | PA | 17401 | 237045116 | 501(C)(6) | $28,610 | $0 | FMV | SUPPORT OF YORK ARTS ORIENATION CENTER |
| YORK COUNTY LITERACY COUNCIL | |||||||||
| 800 EAST KING STREET STE 400 | YORK | PA | 174031772 | 232088132 | 501(C)(3) | $5,369 | $0 | FMV | GENERAL SUPPORT |
| YORK COUNTY SPCA | |||||||||
| 3159 SUSQUEHANNA TRAIL NORTH | YORK | PA | 17406 | 231399588 | 501(C)(3) | $39,863 | $0 | FMV | GENERAL SUPPORT |
| YORK DAY NURSERY INC | |||||||||
| 450 EAST PHILADELPHIA STREET | YORK | PA | 174031622 | 231649205 | 501(C)(3) | $11,707 | $0 | FMV | GENERAL SUPPORT |
| YORK HABITAT FOR HUMANITY | |||||||||
| 33 SOUTH SEWARD ST | YORK | PA | 17404 | 222670895 | 501(C)(3) | $10,500 | $0 | FMV | GENERAL SUPPORT |
| YORK HEALTH FOUNDATION | |||||||||
| 50 N DUKE STREET 2ND FLOOR | YORK | PA | 17401 | 233050192 | 501(C)(3) | $11,453 | $0 | FMV | GENERAL SUPPORT |
| YORK LITTLE THEATRE | |||||||||
| 27 S BELMONT STREET | YORK | PA | 17403 | 231251224 | 501(C)(3) | $11,671 | $0 | FMV | ENCORE! HIGH SCHOOL THEATRE AWARDS |
| YORK SUBURBAN DOLLARS FOR SCHOLARS | |||||||||
| 331 PINE HILL LANE | YORK | PA | 17403 | 911912966 | 501(C)(3) | $13,862 | $0 | FMV | GENERAL SUPPORT |
| YORK SYMPHONY ASSOCIATION | |||||||||
| 50 NORTH GEORGE STREET | YORK | PA | 17401 | 236298810 | 501(C)(3) | $27,493 | $0 | FMV | GENERAL SUPPORT |
| YWCA YORK | |||||||||
| 320 EAST MARKET STREET | YORK | PA | 17403 | 231360889 | 501(C)(3) | $57,261 | $0 | FMV | GENERAL SUPPORT, CAMP CANN-EDI-ON, QOP ACADEMY, ACCESS YORK |
| SPRING GROVE AREA SCHOLARSHIP FOUNDATION | |||||||||
| PO BOX 66 | SPRING GROVE | PA | 17362 | 042296967 | 501(C)(3) | $40,274 | $0 | FMV | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 101 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (24 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| SCHOLARSHIP FOR ALBRIGHT COLLEGE STUDENT | 1 | $250 | $0 |
| SCHOLARSHIPS FOR BUCKNELL UNIVERSITY STUDENT | 1 | $5,000 | $0 |
| SCHOLARSHIPS FOR CENTRAL YORK HIGH SCHOOL STUDENTS | 3 | $2,500 | $0 |
| SCHOLARSHIPS FOR DALLASTOWN HIGH SCHOOL STUDENTS | 7 | $11,000 | $0 |
| SCHOLARSHIPS FOR DELAWARE VALLEY COLLEGE STUDENTS | 2 | $6,500 | $0 |
| SCHOLARSHIPS FOR DOVER HIGH SCHOOL STUDENTS | 3 | $3,000 | $0 |
| SCHOLARSHIP FOR EASTERN MENNONITE UNIVERSITY STUDENT | 1 | $250 | $0 |
| SCHOLARSHIPS FOR EASTERN YORK HIGH SCHOOL STUDENTS | 5 | $3,500 | $0 |
| SCHOLARSHIP FOR KINGS COLLEGE STUDENT | 1 | $250 | $0 |
| SCHOLARSHIPS FOR NORTHEASTERN HIGH SCHOOL STUDENTS | 18 | $18,127 | $0 |
| SCHOLARSHIPS FOR PENN STATE ALTOONA CAMPUS STUDENTS | 1 | $5,000 | $0 |
| SCHOLARSHIPS FOR PENN STATE UNIVERSITY STUDENTS | 4 | $15,500 | $0 |
| SCHOLARSHIP FOR PENNSYLVANIA COLLEGE OF TECHNOLOGY STUDENT | 1 | $3,500 | $0 |
| SCHOLARSHIPS FOR RED LION AREA HIGH SCHOOL STUDENTS | 6 | $6,000 | $0 |
| SCHOLARSHIPS FOR ROBERT MORRIS UNIVERSITY STUDENTS | 2 | $1,250 | $0 |
| SCHOLARSHIPS FOR SOUTH EASTERN HIGH SCHOOL STUDENTS | 7 | $6,500 | $0 |
| SCHOLARSHIPS FOR SOUTH WESTERN HIGH SCHOOL STUDENTS | 8 | $8,000 | $0 |
| SCHOLARSHIPS FOR SOUTHERN YORK COUNTY HIGH SCHOOL STUDENTS | 5 | $10,000 | $0 |
| SCHOLARSHIPS FOR SPRING GROVE AREA HIGH SCHOOL STUDENTS | 4 | $4,269 | $0 |
| SCHOLARSHIP FOR UNIVERSITY OF PITTSBURGH STUDENT | 1 | $1,000 | $0 |
| SCHOLARSHIP FOR WEST CHESTER UNIVERSITY STUDENT | 1 | $1,000 | $0 |
| SCHOLARSHIPS FOR YORK CITY HIGH SCHOOL STUDENTS | 17 | $12,719 | $0 |
| SCHOLARSHIP FOR YORK COLLEGE OF PENNSYLVANIA STUDENT | 2 | $6,000 | $0 |
| SCHOLARSHIPS FOR YORK SUBURBAN HIGH SCHOOL STUDENTS | 5 | $4,343 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR COMPETITIVE GRANTS FROM UNRESTRICTED AND FIELD OF INTEREST FUNDS, GRANTEES MUST SIGN A GRANT AGREEMENT CONTRACT WHICH INCLUDES LANGUAGE THAT "GRANT FUNDS PROVIDED BY THE COMMUNITY FOUNDATION TO THE GRANTEE WILL BE EXPENDED ONLY FOR CHARITABLE PURPOSES THAT BENEFIT THE COMMUNITY IT SERVES. FUNDS PROVIDED TO THE GRANTEE MAY NOT BE USED FOR ANY POLITICAL CAMPAIGN OR FOR EFFORTS TO INFLUENCE LEGISLATION BY ANY GOVERNMENTAL BODY, OTHER THAN THROUGH MAKING AVAILABLE THE RESULTS OF NONPARTISAN ANALYSIS, STUDY AND RESEARCH." ALL COMPETITIVE GRANTS REQUIRE A WRITTEN FINAL REPORT INCLUDING A FINANCIAL STATEMENT OF HOW THE GRANT WAS SPENT. IT IS THE GRANTS ADMINISTRATOR AND COMMUNITY INVESTMENT STAFF'S RESPONSIBILITY TO REVIEW THE GRANT REPORT AND TO MAKE SURE THAT THE GRANT MONEY WAS USED FOR ITS INTENDED PURPOSE, THAT IS THE PURPOSE APPROVED BY THE COMMUNITY FOUNDATION'S BOARD OF DIRECTORS. IF THE FUNDS WERE NOT USED FOR THE INTENDED PURPOSE, THE COMMUNITY FOUNDATION ASKS FOR THE FUNDS TO BE RETURNED. FOR DESIGNATED FUND GRANTS, DONOR ADVISED FUND GRANTS, AND FOR SCHOLARSHIP GRANTS, THE COMMUNITY FOUNDATION PROVIDES A WRITTEN COVER LETTER TO THE GRANTEE ALONG WITH THE GRANT CHECK. THE COVER LETTER STATES THAT "YOUR ACCEPTANCE OF GRANT FUNDS REPRESENTS THAT THEY WILL BE EXPENDED ONLY FOR CHARITABLE PURPOSES THAT BENEFIT THE COMMUNITY YOUR ORGANIZATION SERVES. FUNDS PROVIDED TO YOUR ORGANIZATION MAY NOT BE USED FOR ANY POLITICAL PURPOSES. PLEASE ACKNOWLEDGE THE RECEIPT OF THIS GRANT TO THE COMMUNITY FOUNDATION." THE RETURNED ACKNOWLEDGEMENT FROM THE GRANTEE SERVES AS THEIR AGREEMENT TO CARRY OUT THE CHARITABLE PURPOSE OF THE GRANT. MANY OF THE GRANTS IN THESE CATEGORIES ARE FOR GENERAL SUPPORT OF THE ORGANIZATION. WRITTEN REPORTS MAY BE REQUIRED FOR GRANTS WHICH HAVE UNIQUE RESTRICTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R HARTMAN | PersonNm |
| Title | PRESIDENT, CEO | TitleTxt |
| Base Compensation Filing Org | $146,844 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,612 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $153,456 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $262,454 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG SALE PRICE GIFT DATE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS IS THE NUMBER OF CONTRIBUTING PARTIES THAT DONATIONS OF STOCK WERE RECEIVED FROM. |
| PART I, LINE 32B: | THE FOUNDATION UTILIZES ITS CUSTODIAN BANKS AND BROKERAGE FIRMS TO PROCESS AND SELL NON-CASH CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1C: | THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIRMENTS AND WOULD HANDLE THAT ACCORDINGLY. |
| FORM 990, PART VI, SECTION A, LINE 2 | TWO CURRENT BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE 2013 FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE AND THE TREASURER. A COPY OF THE PUBLIC DISCLOSURE COPY OF THE 990 WAS THEN PROVIDED TO THE BOARD BEFORE FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF ARE REQUIRED TO COMPLY WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. ANNUAL DISCLOSURES ARE REQUIRED. STAFF CONFIRMS THAT DISCLOSURES ARE RECEIVED FROM ALL COMMITTEE AND BOARD MEMBERS. THE POTENTIAL FOR ANY CONFLICT OF INTEREST IS CONSIDERED FOR ALL FINANCIAL OR BUSINESS RELATIONSHIPS. THE PRESIDENT AND CHAIRMAN OF THE BOARD ARE AUTHORIZED TO EXECUTE CONTRACTS AND HAVE ACCESS TO ALL DISCLOSURES. THE CHIEF FINANCIAL OFFICER REVIEWS ALL DISBURSEMENTS FROM THE FOUNDATION. ANY POTENTIAL CONFLICTS ARE DISCLOSED AT BOARD AND COMMITTEE MEETINGS, AND ABSTAINING MEMBERS ARE DOCUMENTED IN THE MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15A | PERFORMANCE EVALUATIONS AND REVIEWS FOR THE PRESIDENT/CEO ARE CONDUCTED ANNUALLY BY THE CHAIRMAN OF THE BOARD AND THE EXECUTIVE COMMITTEE, INCLUDING INPUT FROM OTHER BOARD MEMBERS. WHEN ESTABLISHING HIS SALARY, WHEN HIRED IN 2009, SALARIES FOR PRESIDENTS AND CEOS OF OTHER PENNSYLVANIA BASED COMMUNITY FOUNDATIONS WERE UTILIZED, AND INFORMATION ON CURRENT SALARIES FOR LEADERS OF COMMUNITY FOUNDATIONS AS WELL AS NON-PROFITS IN GENERAL THROUGHOUT THE U.S. SUCH AS THAT SUPPLIED BY EXECUTIVE SEARCH CONSULTANTS WAS CONSIDERED. COST-OF-LIVING AND MERIT INCREASES ARE CONSIDERED ANNUALLY. IN CONSIDERATION OF HIS COMMITMENT TO THE COMMUNITY, MR HARTMAN HAS NOT ACCEPTED A RAISE DURING THE LAST FIVE YEARS. DURING 2013, A 360 DEGREE REVIEW OF MR. HARTMAN WAS CONDUCTED BY AN INDEPENDENT CONSULTANT AND REVIEWED WITH HIM BY THE CHAIR AND VICE-CHAIR OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY MAINTAINING A COPY OF THE ANNUAL AUDITED FINANCIAL STATEMENTS ON OUR OWN WEBSITE. SUMMARY FINANCIAL STATEMENTS ARE INCLUDED IN THE FOUNDATION'S ANNUAL REPORT, WITH A REFERENCE THAT THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT THE FOUNDATION OFFICES. GOVERNING INSTRUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENT 441,678. AGENCY ENDOWMENT GIFTS -982,739. AGENCY ENDOWMENT INVESTMENT INCOME -630,244. AGENCY ENDOWMENT GRANT DISTRIBUTIONS 402,799. REVENUE FROM BENEFICIAL INTERESTS IN TRUSTS 100,783. CHARITABLE REMAINDER UNITRUST (REVENUE)/EXPENSE -81,181. REVENUE FROM CHARITABLE REMAINDER TRUSTS 49,720. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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