2014-10-30T07:18:05-05:00 2013-12-31 232108173 REINSEL KUNTZ LESHER LLP 3501 CONCORD ROAD PO BOX 21439 YORK PA 17402 990 2013-01-01 236299868 YORK COUNTY COMMUNITY FOUNDATION YORK 7178483733 14 WEST MARKET STREET YORK PA 174011617 HENRY J CHRIST III TREASURER 7178483733 2014-10-20 1 AMY GOHN ANSTINE P00072689 7178433804 2014-10-20 2013 2015-11-30 17:44:51Z HENRY J CHRIST III 14 WEST MARKET STREET YORK PA 174011617 26481844 0 X WWW.YCCF.ORG X 1961 PA WE CREATE A VIBRANT YORK COUNTY BY ENGAGING DONORS, PROVIDING COMMUNITY LEADERSHIP AND INVESTING IN HIGH IMPACT INITIATIVES WHILE BUILDING ENDOWMENT FOR FUTURE GENERATIONS. 30 30 12 350 11250 941 7403282 14363592 87567 81181 3235046 4894069 2198 4540 10728093 19343382 2595305 2740019 0 0 832909 870213 0 0 291998 496230 730858 3924444 4341090 6803649 15002292 79279380 101523802 15188290 17525682 64091090 83998120 X 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. 0 0 2357530 1926221 81631 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. 135458 135458 POST SECONDARY SCHOLARSHIPS TO 106 INDIVIDUALS IN THE U.S. THROUGH GRANTS TO EDUCATIONAL INSTITUTIONS. 177566 173233 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. 549699 505107 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 549699 505107 3220253 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 24 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 PA X X X GEORGE DVORYAK CFO 7178483733 14 WEST MARKET STREET YORK PA 174011203 MICHAEL NEWSOME CHAIR, DIRECTOR 2.00 X X 0 0 0 PAUL L RUDY III 2ND VICE CHAIR,DIRECTOR 1.00 X X 0 0 0 MARSHA M EVERTON SECRETARY,DIRECTOR 1.00 X X 0 0 0 MARGARET Z SWARTZ ASSISTANT SECRETARY, DIREC 1.00 X X 0 0 0 HENRY J CHRIST III TREASURER, DIRECTOR 2.00 X X 0 0 0 CARL E ANDERSON DIRECTOR 1.00 X 0 0 0 JOHN W BAILEY DIRECTOR 1.00 X 0 0 0 VERNON L BRACEY TILL 52013 DIRECTOR 1.00 X 0 0 0 TIMOTHY J BUPP DIRECTOR 1.00 X 0 0 0 ELIZABETH F CARSON DIRECTOR 1.00 X 0 0 0 CHARLES H CHODROFF DIRECTOR 1.00 X 0 0 0 JOSEPH P CLARK II DIRECTOR 1.00 X 0 0 0 DAVID L CROSS DIRECTOR 1.00 X 0 0 0 KRISTA SNYDER DARR DIRECTOR 1.00 X 0 0 0 DAVID M DAVIDSON DIRECTOR 1.00 X 0 0 0 SALLY DIXON TILL 52013 DIRECTOR 1.00 X 0 0 0 JENNIFER GEESEY DIRECTOR 1.00 X 0 0 0 MICHAEL H HADY III DIRECTOR 1.00 X 0 0 0 RONALD HERSHNER DIRECTOR 1.00 X 0 0 0 TIMOTHY KINSLEY DIRECTOR 1.00 X 0 0 0 SUSAN D KREBS DIRECTOR 1.00 X 0 0 0 LOREN H KROH DIRECTOR 1.00 X 0 0 0 JEFFREY D LOBACH DIRECTOR 1.00 X 0 0 0 ERIN J MILLER TILL 52013 DIRECTOR 1.00 X 0 0 0 LORI O MITRICK DIRECTOR 1.00 X 0 0 0 JOHN M POLLI DIRECTOR 1.00 X 0 0 0 SCOTT C ROGERS DIRECTOR 1.00 X 0 0 0 WILLIAM S SHIPLEY III DIRECTOR 1.00 X 0 0 0 JOHN J SHORB DIRECTOR 1.00 X 0 0 0 PATTI STIRK DIRECTOR 1.00 X 0 0 0 JOHN J SYGEIELSKI DIRECTOR 1.00 X 0 0 0 JOSEPH G WAGMAN DIRECTOR 1.00 X 0 0 0 CLAIRE S WEAVER DIRECTOR 1.00 X 0 0 0 WILLIAM R HARTMAN PRESIDENT, CEO 45.00 X 146844 0 6612 GEORGE DVORYAK VICE-PRESIDENT, CFO 40.00 X 85942 0 10497 232786 0 17109 1 0 1 0 FUND EVALUATION GROUP 201 EAST FIFTH STREET SUITE 1600 CINCINNATI OH 45202 INVESTMENT CONSULTING 191221 1 14363592 262454 14363592 CHARITABLE TRUST FEES 525920 81181 81181 81181 2469364 2469364 20530 27690 -7160 -7160 -7160 9535477 7110772 2424705 2424705 2424705 ADMINISTRATIVE SERVICES 561000 11250 11250 OTHER INCOME 900099 450 450 11700 19343382 81631 11250 4886909 2604561 2604561 135458 135458 253665 97849 118670 37146 496175 166312 182222 147641 19395 7357 6639 5399 45607 16486 16244 12877 55371 19631 21924 13816 12725 12725 25774 1356 23464 954 255016 255016 95196 95196 6805 3403 3402 61200 13942 37251 10007 37159 14268 11981 10910 50349 14651 25386 10312 1922 340 754 828 62248 62248 9597 3199 3199 3199 PROGRAMS 75019 22420 20916 31683 STAFF DEVELOPMENT 26376 26376 DUES AND ASSESSMENTS 11472 3824 3824 3824 4341090 3220253 828839 291998 214629 106392 3340535 5367246 200434 126016 639741 618076 90314 21665 62244850 79466627 11831543 14846492 1357075 1589364 79279380 101523802 26606 6387 147509 19736 15014175 17499559 15188290 17525682 X 60110553 79436187 3119693 3600306 860844 961627 64091090 83998120 79279380 101523802 X 15002292 5603922 -699184 X X 0 1 X 1 0 X 1719269 2767719 5211076 7403282 14363592 31464938 1719269 2767719 5211076 7403282 14363592 31464938 10783125 20681813 1503682 1422741 1466089 1711568 2489894 8593974 1823 1941 3764 40062676 415697 0.51620 0.60830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 192 0 0 192 0 PART II-B, LINE 1: LOBBYING CENTERED AROUND PUBLIC EDUCATION FUNDING AND LEGISLATION 82 19 5081076 187866 569534 504861 16177601 16138016 1 1 64091090 13393223 10224772 2337220 487249 886496 83998120 54102752 5734266 7874975 2264318 561157 795428 64091090 54139138 4641391 -1305811 2246636 394898 730432 54102752 49190700 2182082 6521476 2699291 356269 699560 54139138 40171644 1580157 10622162 2084008 408345 690910 49190700 0.95000 0.01000 0.04000 0 0 522716 517860 4856 117025 100216 16809 21665 FEG ABSOLUTE ACCESS FUND 7179200 F FEG EQUITY ACCESS FUND 7617292 F CODO, LLP 50000 C 14846492 LIABILITY TO LIFE INCOME BENEFICIARIES UNDER TRUST AGREEMENTS 3619790 FUNDS HELD AS AGENCY ENDOWMENTS 13879769 17499559 X 23617995 5603922 592181 6196103 17421892 255016 1666474 1921490 19343382 3710965 27690 27690 3683275 255016 402799 657815 4341090 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. 1 AMERICAN ROAD & TRANSPORTATION BUILDERS ASSOCIATION 1219 28TH STREET NW WASHINGTON DC 20007 526283894 501(C)(3) 11000 0 FMV TMAW CAMPAIGN AND TDF SCHOLARSHIP FUND ASBURY FOUNDATION INC 325 WESLEY DRIVE MECHANICSBURG PA 17055 521862674 501(C)(3) 6000 0 FMV GENERAL SUPPORT AND BUILDING OUR COMMUNITY CAMPAIGN AUDUBON PENNSYLVANIA 100 WILDWOOD WAY HARRISBURG PA 17110 131624102 501(C)(3) 5000 0 FMV LEARN, EXPLORE AND RESTORE PROGRAM BYRNES HEALTH EDUCATION CENTER 515 S GEORGE STREET YORK PA 17401 232588187 501(C)(3) 28887 0 FMV GENERAL SUPPORT AND HEARTBEAT CAMPAIGN CAMPS NEWFOUND OWATONNA 4 CAMP NEWFOUND ROAD HARRISON ME 04040 042384391 501(C)(3) 15000 0 FMV GENERAL SUPPORT CHILDREN'S AID SOCIETY 343 LINCOLNWAY WEST NEW OXFORD PA 17350 231429838 501(C)(3) 11839 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) 15548 0 FMV GENERAL SUPPORT AND KIDS ROCK SPONSORSHIP CITY OF YORK 101 SOUTH GEORGE STREET YORK PA 17401 236001908 GOVERNMENT 6094 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) 6683 0 FMV GENERAL SUPPORT COVENANT HOUSE P O BOX 731 NEW YORK NY 101080731 132725416 501(C)(3) 5000 0 FMV GENERAL SUPPORT CRISPUS ATTUCKS ASSOCIATION 605 SOUTH DUKE STREET YORK PA 17403 231365320 501(C)(3) 17553 0 FMV GENERAL SUPPORT CULTURAL ALLIANCE OF YORK COUNTY 14 WEST MARKET STREET YORK PA 17401 232992925 501(C)(3) 23001 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) 7024 0 FMV GENERAL SUPPORT DOWNTOWN INC 16 NORTH GEORGE STREET YORK PA 17401 232411781 501(C)(3) 99472 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) 13524 0 FMV GENERAL SUPPORT EASTERN YORK DOLLARS FOR SCHOLARS 25 NORTH WILSON LANE YORK PA 17406 465052406 501(C)(3) 8494 0 FMV GENERAL SUPPORT FAMILY FIRST HEALTH PO BOX 2207 YORK PA 17405 237118262 501(C)(3) 5416 0 FMV GENERAL SUPPORT FARM & NATURAL LANDS TRUST OF YORK COUNTY 156 N GEORGE STREET SUITE 300 YORK PA 17401 232612674 501(C)(3) 26018 0 FMV GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 225 EAST MARKET STREET YORK PA 17403 231355118 501(C)(3) 18902 0 FMV GENERAL SUPPORT FORSIGHT VISION 1380 SPAHN AVENUE YORK PA 17403 231365986 501(C)(3) 15934 0 FMV GENERAL SUPPORT FULTON OPERA HOUSE FOUNDATION 12 NORTH PRINCE ST LANCASTER PA 17601 231631733 501(C)(3) 5000 0 FMV GENERAL SUPPORT GARDEN CLUB OF YORK 6594 WALDMAN LANE SEVEN VALLEYS PA 173608840 232994596 501(C)(3) 15350 0 FMV GENERAL SUPPORT GETTYSBURG COLLEGE 300 N WASHINGTON ST BOX 423 GETTYSBURG PA 17325 231352641 501(C)(3) 10476 0 FMV GENERAL SUPPORT GIRL SCOUTS IN THE HEART OF PENNSYLVANIA 350 HALE AVENUE HARRISBURG PA 17104 240795960 501(C)(3) 5000 0 FMV GENERAL SUPPORT GREATER DOVER AREA DOLLARS FOR SCHOLARS 2130 WINDING ROAD YORK PA 17408 465143583 501(C)(3) 5209 0 FMV GENERAL SUPPORT GRETCHEN WOLF SWARTZ SCHOLARSHIP FUND INC 2700 DANIELLE DR DOVER PA 17315 233027519 501(C)(3) 14616 0 FMV GENERAL SUPPORT HANOVER AREA HISTORICAL SOCIETY 105 HIGH ST PO BOX 3-5 HANOVER PA 17331 236407016 501(C)(3) 86068 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) 5000 0 FMV GENERAL SUPPORT HOMEWOOD FOUNDATION INC 16107 ELLIOTT PKWY PO BOX 250 WILLIAMSPORT MD 217950250 521892689 501(C)(3) 5000 0 FMV GENERAL SUPPORT JEWISH COMMUNITY CENTER OF YORK 2000 HOLLYWOOD DRIVE YORK PA 174034210 231355127 501(C)(3) 11568 0 FMV GENERAL SUPPORT AND CAPITAL CAMPAIGN JUNIOR LEAGUE OF YORK 166 WEST MARKET STREET YORK PA 174011313 231421913 501(C)(3) 8056 0 FMV GENERAL SUPPORT LANCASTER THEOLOGICAL SEMINARY 555 WEST JAMES STREET LANCASTER PA 17603 231353386 501(C)(3) 10821 0 FMV GENERAL SUPPORT LEADERSHIP YORK 39 EAST KING STREET 1ST FLOOR YORK PA 17401 232139541 501(C)(3) 14436 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) 6840 0 FMV GENERAL SUPPORT LEG UP FARM INC 4880 NORTH SHERMAN STREET MOUNT WOLF PA 17347 232931834 501(C)(3) 17109 0 FMV GENERAL SUPPORT LOGOS ACADEMY 250 WEST KING STREET YORK PA 17401 311520442 501(C)(3) 41250 0 FMV GENERAL SUPPORT LUTHERAN SOCIAL SERVICES OF SOUTH CENTRAL PA 1050 PENNSYLVANIA AVENUE YORK PA 17404 231476329 501(C)(3) 22132 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) 7638 0 FMV GENERAL SUPPORT MARGARET E MOUL HOME 2050 BARLEY ROAD YORK PA 174041557 232037566 501(C)(3) 9234 0 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386 MOUNT WOLF PA 17347 236277722 501(C)(3) 13395 0 FMV GENERAL SUPPORT OTTERBEIN UNITED METHODIST CHURCH (YORK) 301 WEST PHILADELPHIA STREET YORK PA 17404 231484147 501(C)(3) 5206 0 FMV GENERAL SUPPORT PARTNERSHIP FOR ECONOMIC DEVELOPMENT IN YORK COUNTY INC 144 ROOSEVELT AVE STE 10 YORK PA 17401 232768349 501(C)(3) 10000 0 FMV MAIN STREET HANOVER PROJECTS PENN STATE YORK 1031 EDGECOMB AVENUE YORK PA 174033326 246000376 GOVERNMENT 12477 0 FMV GENERAL SUPPORT AND OLLIE FOUNDERS LUNCHEON PENN-MAR HUMAN SERVICES INC 10709 SUSQUEHANNA TRAIL GLEN ROCK PA 17327 521590195 501(C)(3) 7420 0 FMV GENERAL SUPPORT PENNSYLVANIA ARTS EXPERIENCE 37 WEST PHILADELPHIA STREET YORK PA 17401 271158927 501(C)(3) 31750 0 FMV SUPPORT OF YORK ARTS ORIENATION CENTER PENNSYLVANIA ENVIRONMENTAL COUNCIL 800 NORTH THIRD STREET STE 304 HARRISBURG PA 17102 237286159 501(C)(3) 39975 0 FMV CONSULTANTS CONTRACT FOR CODORUS WATERSHED PROGRAM PENNSYLVANIA WOUNDED WARRIORS INC 1117 COUNTRY CLUB ROAD CAMP HILL PA 17011 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501(C)(3) 5000 0 FMV 8TH ANNUAL NATIONAL WREATH PROJECT SOUTH EASTERN DOLLARS FOR SCHOLARS 84 MORRIS AVENUE FAWN GROVE PA 17321 911917822 501(C)(3) 2385 0 FMV GENERAL SUPPORT SOUTH WESTERN DOLLARS FOR SCHOLARS 241 THORNHILL DR HANOVER PA 17331 911889354 501(C)(3) 1014 0 FMV GENERAL SUPPORT SOUTHERN YORK COUNTY SCHOOL DISTRICT FOUNDATION PO BOX 128 GLEN ROCK PA 17327 232862892 501(C)(3) 13698 0 FMV GENERAL SUPPORT SPRING GROVE AREA SCHOOL DISTRICT 100 EAST COLLEGE AVENUE SPRING GROVE PA 173621205 236004845 GOVERNMENT 17668 0 FMV LITERACY EDUCATION AND PEER MENTORING PROGRAM ST ONGE FOUNDATION 1400 WILLIAMS ROAD YORK PA 17402 274824171 501(C)(3) 5000 0 FMV TECH FIRE PROGRAM ST PAUL EVANGELICAL LUTHERAN CHURCH 201 S MAIN STREET SPRING GROVE PA 17362 231370472 501(C)(3) 73098 0 FMV GENERAL SUPPORT AND ORGAN PROJECT STRAND-CAPITOL PERFORMING ARTS CENTER 50 NORTH GEORGE STREET YORK PA 17401 232053382 501(C)(3) 30490 0 FMV GENERAL SUPPORT SUSQUEHANNA HERITAGE CORPORATION 1706 LONG LEVEL ROAD 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042296967 501(C)(3) 48661 0 FMV GENERAL SUPPORT YORK CITY SCHOOL DISTRICT PO BOX 1927 YORK PA 174051927 236004284 GOVERNMENT 5000 0 FMV JUNIOR ACHIEVEMENT PROJECT YORK COLLEGE OF PENNSYLVANIA 441 COUNTRY CLUB ROAD YORK PA 174033651 231352698 501(C)(3) 25727 0 FMV GENERAL SUPPORT, DIATETES PROGRAMMING, YORK COUNTRY DAY SCHOOL 1071 REGENTS GLEN BOULEVARD YORK PA 17403 231440120 501(C)(3) 8557 0 FMV GENERAL SUPPORT YORK COUNTY 4-H ENDOWMENT 4813 SHAFFER ROAD SEVEN VALLEYS PA 17360 236957724 501(C)(3) 8698 0 FMV GENERAL SUPPORT YORK COUNTY BAR FOUNDATION 137 EAST MARKET STREET YORK PA 17401 232647164 501(C)(3) 10000 0 FMV GENERAL SUPPORT YORK COUNTY CHAMBER FOUNDATION 96 S GEORGE STREET SUITE 300 YORK PA 17401 232481811 501(C)(3) 12898 0 FMV GENERAL SUPPORT YORK COUNTY CONSERVATION DISTRICT 118 PLEASANT ACRES ROAD STE F YORK PA 17402 232215184 501(C)(3) 15000 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) 59404 0 FMV GENERAL SUPPORT YORK COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 144 ROOSEVELT AVENUE SUITE 100 YORK PA 17401 237045116 501(C)(6) 28610 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) 5369 0 FMV GENERAL SUPPORT YORK COUNTY SPCA 3159 SUSQUEHANNA TRAIL NORTH YORK PA 17406 231399588 501(C)(3) 39863 0 FMV GENERAL SUPPORT YORK DAY NURSERY INC 450 EAST PHILADELPHIA STREET YORK PA 174031622 231649205 501(C)(3) 11707 0 FMV GENERAL SUPPORT YORK HABITAT FOR HUMANITY 33 SOUTH SEWARD ST YORK PA 17404 222670895 501(C)(3) 10500 0 FMV GENERAL SUPPORT YORK HEALTH FOUNDATION 50 N DUKE STREET 2ND FLOOR YORK PA 17401 233050192 501(C)(3) 11453 0 FMV GENERAL SUPPORT YORK LITTLE THEATRE 27 S BELMONT STREET YORK PA 17403 231251224 501(C)(3) 11671 0 FMV ENCORE! HIGH SCHOOL THEATRE AWARDS YORK SUBURBAN DOLLARS FOR SCHOLARS 331 PINE HILL LANE YORK PA 17403 911912966 501(C)(3) 13862 0 FMV GENERAL SUPPORT YORK SYMPHONY ASSOCIATION 50 NORTH GEORGE STREET YORK PA 17401 236298810 501(C)(3) 27493 0 FMV GENERAL SUPPORT YWCA YORK 320 EAST MARKET STREET YORK PA 17403 231360889 501(C)(3) 57261 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) 40274 0 FMV GENERAL SUPPORT 101 3 SCHOLARSHIP FOR ALBRIGHT COLLEGE STUDENT 1 250 0 SCHOLARSHIPS FOR BUCKNELL UNIVERSITY STUDENT 1 5000 0 SCHOLARSHIPS FOR CENTRAL YORK HIGH SCHOOL STUDENTS 3 2500 0 SCHOLARSHIPS FOR DALLASTOWN HIGH SCHOOL STUDENTS 7 11000 0 SCHOLARSHIPS FOR DELAWARE VALLEY COLLEGE STUDENTS 2 6500 0 SCHOLARSHIPS FOR DOVER HIGH SCHOOL STUDENTS 3 3000 0 SCHOLARSHIP FOR EASTERN MENNONITE UNIVERSITY STUDENT 1 250 0 SCHOLARSHIPS FOR EASTERN YORK HIGH SCHOOL STUDENTS 5 3500 0 SCHOLARSHIP FOR KINGS COLLEGE STUDENT 1 250 0 SCHOLARSHIPS FOR NORTHEASTERN HIGH SCHOOL STUDENTS 18 18127 0 SCHOLARSHIPS FOR PENN STATE ALTOONA CAMPUS STUDENTS 1 5000 0 SCHOLARSHIPS FOR PENN STATE UNIVERSITY STUDENTS 4 15500 0 SCHOLARSHIP FOR PENNSYLVANIA COLLEGE OF TECHNOLOGY STUDENT 1 3500 0 SCHOLARSHIPS FOR RED LION AREA HIGH SCHOOL STUDENTS 6 6000 0 SCHOLARSHIPS FOR ROBERT MORRIS UNIVERSITY STUDENTS 2 1250 0 SCHOLARSHIPS FOR SOUTH EASTERN HIGH SCHOOL STUDENTS 7 6500 0 SCHOLARSHIPS FOR SOUTH WESTERN HIGH SCHOOL STUDENTS 8 8000 0 SCHOLARSHIPS FOR SOUTHERN YORK COUNTY HIGH SCHOOL STUDENTS 5 10000 0 SCHOLARSHIPS FOR SPRING GROVE AREA HIGH SCHOOL STUDENTS 4 4269 0 SCHOLARSHIP FOR UNIVERSITY OF PITTSBURGH STUDENT 1 1000 0 SCHOLARSHIP FOR WEST CHESTER UNIVERSITY STUDENT 1 1000 0 SCHOLARSHIPS FOR YORK CITY HIGH SCHOOL STUDENTS 17 12719 0 SCHOLARSHIP FOR YORK COLLEGE OF PENNSYLVANIA STUDENT 2 6000 0 SCHOLARSHIPS FOR YORK SUBURBAN HIGH SCHOOL STUDENTS 5 4343 0 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 WILLIAM R HARTMAN PRESIDENT, CEO 146844 0 0 0 0 0 0 0 6612 0 153456 0 0 0 X 10 262454 AVG SALE PRICE GIFT DATE 0 1 1 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. 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.