2013-11-04T12:26:30-06:00 2012-12-31 232108173 REINSEL KUNTZ LESHER LLP 3501 CONCORD ROAD PO BOX 21439 YORK PA 17402 990 2012-01-01 236299868 YORK COUNTY COMMUNITY FOUNDATION YORK 7178483733 14 WEST MARKET STREET YORK PA 174011617 HENRY CHRIST 7178483733 2013-10-16 1 AMY GOHN ANSTINE P00072689 7178433804 2013-10-16 2012 2016-03-07 17:11:31Z HENRY CHRIST 14 WEST MARKET STREET YORK PA 174011617 44688421 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. 28 28 11 330 9000 823 5211076 7403282 90913 87567 4237183 3235046 -7174 2198 9531998 10728093 2547748 2595305 0 0 729030 832909 0 0 270348 367073 496230 3643851 3924444 5888147 6803649 66392294 79279380 12289542 15188290 54102752 64091090 X FOR OUR MISSION, SEE PART I, QUESTION 1 AND CONTINUATION ON SCHEDULE O. 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 2290924 1729988 0 YORK COUNTY COMMUNITY FOUNDATION'S GRANTMAKING PROGRAM REACHES BROADLY ACROSS ALL CHARITABLE SECTORS SERVING YORK COUNTY PENNSYLVANIA, AS EVIDENCED BY 660 GRANTS TO 225 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. 201971 201971 0 POST SECONDARY SCHOLARSHIPS TO 123 INDIVIDUALS IN THE U.S. THROUGH GRANTS TO EDUCATIONAL INSTITUTIONS. 104010 104010 0 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. 559557 559336 0 AGRICULTURE & LAND PRESERVATION - GRANTS $68,000 & TOTAL EXPENSES $68,180 ENERGY CONSERVATION - GRANTS $25,000 & TOTAL EXPENSES $25,000HAHN HOME FUND FOR WOMEN - GRANTS $199,200 & TOTAL EXPENSES $199,241WEYER COMMUNITY HEALTH - GRANTS $122,355 & TOTAL EXPENSES $122,355PA EITC CREDIT PROGRAM SCHOLARSHIPS - GRANTS $62,225 & TOTAL EXPENSES $62,225CODORUS WATERSHED - GRANTS $82,556 & TOTAL EXPENSES $82,556 559557 559336 3156462 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 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 27 0 11 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 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 TIMOTHY J BUPP 1.00 X 0 0 0 CARL ANDERSON 1.00 X 820 0 0 CHARLES H CHODROFF MD 1.00 X 0 0 0 HENRY J CHRIST 2.00 X X 0 0 0 DAVID L CROSS 1.00 X 0 0 0 DAVID DAVIDSON 1.00 X 0 0 0 ELIZABETH F CARSON 1.00 X 0 0 0 MARSHA M EVERTON 1.00 X X 0 0 0 RONALD L HERSHNER 1.00 X 0 0 0 JEFFREY D LOBACH 1.00 X 0 0 0 MICHAEL HADY 1.00 X 0 0 0 LOREN H KROH 1.00 X 0 0 0 SUE D KREBS 1.00 X 0 0 0 LORI O MITRICK 1.00 X 0 0 0 JOHN M POLLI 1.00 X 0 0 0 SALLY DIXON 1.00 X 0 0 0 PAUL RUDY III 1.00 X X 0 0 0 CLAIRE S WEAVER 1.00 X 0 0 0 JOHN J SYGIELSKI 1.00 X 0 0 0 WILLIAM S SHIPLEY III 1.00 X 0 0 0 SCOTT C ROGERS 1.00 X 0 0 0 PATTI STIRK 1.00 X 0 0 0 JENNIFER GEESEY 1.00 X 0 0 0 MICHAEL NEWSOME 2.00 X X 0 0 0 MARGARET Z SWARTZ 1.00 X X 0 0 0 ERIN J MILLER 1.00 X 0 0 0 TIMOTHY KINSELY 1.00 X 0 0 0 JOSEPH G WAGMAN 1.00 X 0 0 0 R ERIC MENZER 2.00 X X 0 0 0 W ROBERT BERKEBILE 1.00 X 0 0 0 G STEVEN MCKONLY 1.00 X 0 0 0 VERNON L BRACEY 1.00 X 0 0 0 GEORGE DVORYAK 40.00 X 83300 0 8676 WILLIAM R HARTMAN 55.00 X 144392 0 4485 228512 0 13161 1 0 0 0 0 7403282 227503 7403282 CHARITABLE TRUST FEES 525920 87567 87567 87567 1691024 1691024 20544 27446 -6902 -6902 -6902 35476904 33932882 1544022 1544022 1544022 ADMINISTRATIVE SERVICES 561000 9000 9000 100 100 9100 10728093 87667 9000 3228144 2393334 2393334 201971 201971 244652 100554 113662 30436 471764 184103 155763 131898 18908 8380 5746 4782 43591 17870 14552 11169 53994 21582 20017 12395 11090 820 10270 24314 1466 22164 684 78908 78308 600 10716 3888 1291 5537 57601 14524 34337 8740 44772 22559 9987 12226 47846 15707 23118 9021 1475 270 165 1040 900 360 334 206 61348 61348 9258 9258 PROGRAMS 137653 87206 11578 38869 DUES AND ASSESSMENTS 9781 3260 3260 3261 STAFF DEVELOPMENT 568 300 184 84 3924444 3156462 497634 270348 62304 214629 2781539 3340535 253637 200434 623101 532787 169217 90314 51468033 62244850 10408218 11831543 1249346 1357075 66392294 79279380 17302 26606 73748 147509 12198492 15014175 12289542 15188290 X 50477814 60110553 2825180 3119693 799758 860844 54102752 64091090 66392294 79279380 X 6803649 4643616 -1458927 X X 0 1 X 1 0 X 6066045 1719269 2767719 5211076 7403282 23167391 6066045 1719269 2767719 5211076 7403282 23167391 4698377 18469014 668774 1503682 1422741 1466089 1711568 6772854 9000 9000 78721 62668 91287 92444 87667 412787 30362032 412787 0.60830 0.49060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 562 2 0 0 0 0 0 0 0 0 1 562 0 0 562 0 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: LOBBYING CENTERED AROUND PUBLIC EDUCATION FUNDING AND LEGISLATION EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBYING CENTERED AROUND PUBLIC EDUCATION FUNDING AND LEGISLATION 71 18 1160696 157805 550890 478395 10195867 14014155 1 1 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 59228029 5340373 -19308266 3949859 427775 710858 40171644 0.94000 0.01000 0.05000 0 0 516242 436818 79424 106859 95969 10890 90314 50000 C FEG ABSOLUTE ACCESS FUND 5963570 F FEG EQUITY ACCESS FUND 5817973 F 11831543 LIABILITY TO LIFE INCOME BENEFICIARIES UNDER TRUST AGREEMENTS 3456669 FUNDS HELD AS AGENCY ENDOWMENTS 11557506 15014175 X 13609241 4643616 370808 5014424 8594817 2133276 2133276 10728093 3620903 27446 27446 3593457 330987 330987 3924444 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES ON RELATED ACTIVITIES PURSUANT TO SECTION 509(A) OF THE CODE. 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 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM BENEFICIAL INTEREST IN TRUSTS 61,086. CHANGE IN SPLIT INTEREST AGREEMENTS 309,722. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -27,446. AGENCY ENDOWMENT GIFTS 1,631,842. AGENCY ENDOWMENT INVESTMENT INCOME (LOSSES) EXCLUDED FROM F/S BY SFAS 136 441,312. FEES FROM CHARITABLE REMAINDER UNITRUSTS 87,568. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 27,446. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT DISTRIB'S FOR AGENCY ENDOWMENTS EXCLUDED FROM F/S DUE TO SFAS NO 136 330,987. 1 AMERICAN CANCER SOCIETY 924 N COLONIAL AVENUE STE N YORK PA 174033450 131788491 501(C)(3) 8084 RELAY FOR LIFE AND GENERAL SUPPORT AMERICAN ROAD & TRANSPORTATION BUILDERS ASSOCIATION 1219 28TH STREET NW WASHINGTON DC 20007 526283894 501(C)(3) 11000 TMAW IT'S OUR FUTURE CAMPAIGN AND SCHOLARSHIP FUND ASBURY FOUNDATION INC 325 WESLEY DRIVE MECHANICSBURG PA 17055 521862674 501(C)(3) 10000 2012 CARING CLASSIC GOLF TOURNAMENT SPONSORSHIP BYRNES HEALTH EDUCATION CENTER 515 SOUTH GEORGE STREET YORK PA 174012723 232588187 501(C)(3) 22129 GENERAL SUPPORT CAMPS NEWFOUND OWATONNA 4 CAMP NEWFOUND ROAD HARRISON ME 04040 042384391 501(C)(3) 15000 GENERAL SUPPORT CHILDREN'S AID SOCIETY 343 LINCOLNWAY WEST NEW OXFORD PA 17350 231429838 501(C)(3) 31075 GENERAL SUPPORT CHILDREN'S HOME OF YORK 77 SHOE HOUSE ROAD YORK PA 17406 231352081 501(C)(3) 46980 GENERAL SUPPORT CHRISTA MCAULIFFE SCHOLARSHIP FOUNDATION 601 MUNDIS MILL ROAD YORK PA 174069714 251622451 501(C)(3) 9384 GENERAL SUPPORT CITY OF YORK P O BOX 509 YORK PA 17401 236001908 GOVERNMENT 12833 PLAYGROUND EQUIPMENT AND GENERAL OPERATING OF PENN PARK COVENANT HOUSE P O BOX 731 NEW YORK NY 101080731 132725416 501(C)(3) 5000 GENERAL SUPPORT CRISPUS ATTUCKS ASSOCIATION 605 SOUTH DUKE STREET YORK PA 17403 231365320 501(C)(3) 18366 GENERAL SUPPORT CULTURAL ALLIANCE OF YORK COUNTY 14 WEST MARKET STREET YORK PA 17401 232992925 501(C)(3) 18397 GENERAL SUPPORT CULTURE OF LIFE FOUNDATION INC 1413 K STREET NW WASHINGTON DC 200053490 522055185 501(C)(3) 5000 GENERAL SUPPORT DALLASTOWN AREA DOLLARS FOR SCHOLARS 100 INDIAN SPRINGS ROAD RED LION PA 17356 411774747 501(C)(3) 6672 GENERAL SUPPORT DOWNTOWN INC 16 NORTH GEORGE ST YORK PA 17401 232411781 501(C)(3) 6132 GENERAL SUPPORT AND COMMISSION FOR A SCULPTURE IN THE DOWNTOWN MARKET DISTRICT EASTERN YORK DOLLARS FOR SCHOLARS P O BOX 95 WRIGHTSVILLE PA 17368 911920812 501(C)(3) 8387 GENERAL SUPPORT FARM & NATURAL LANDS TRUST OF YORK COUNTY 156 NORTH GEORGE ST STE 300 YORK PA 17401 232612674 501(C)(3) 15836 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 225 EAST MARKET STREET YORK PA 17403 231355118 501(C)(3) 15386 GENERAL SUPPORT AND ORGAN CAMPAIGN FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 330733602 592174510 501(C)(3) 6400 2 HOUSES WITH SANITATION FORSIGHT VISION 1380 SPAHN AVENUE YORK PA 17403 231365986 501(C)(3) 13028 HERITAGE FUND DISTRIBUTION FOR GENERAL SUPPORT FULTON OPERA HOUSE FOUNDATION 12 NORTH PRINCE ST LANCASTER PA 17601 231631733 501(C)(3) 5000 PRODUCTION OF "WITNESS FOR THE PROSECUTION" GETTYSBURG COLLEGE 300 NORTH WASHINGTON STREET GETTYSBURG PA 17325 231352641 501(C)(3) 10073 GENERAL SUPPORT HANOVER AREA HISTORICAL SOCIETY PO BOX 305 HANOVER PA 17331 236407016 501(C)(3) 75831 GENERAL SUPPORT HORN FARM CENTER FOR AGRICULTURAL EDUCATION 4945 HORN ROAD YORK PA 17406 201061394 501(C)(3) 18000 INCUBATOR FARMS PROJECT JEWISH FAMILY SERVICES OF YORK 2000 HOLLYWOOD DRIVE YORK PA 17403 232613265 501(C)(3) 5050 VIDEO PROJECT OF INTERVIEWS WITH YORK COUNTY ELDERS JUNIOR LEAGUE OF YORK 166 WEST MARKET STREET YORK PA 174011313 231421913 501(C)(3) 7323 GENERAL SUPPORT LANCASTER THEOLOGICAL SEMINARY 555 WEST JAMES STREET LANCASTER PA 17603 231353386 501(C)(3) 5611 GENERAL SUPPORT LEADERSHIP YORK 39 EAST KING STREET 1ST FLOOR YORK PA 17401 232139541 501(C)(3) 20900 GENERAL SUPPORT AND THE FUTURE LEADERS OF YORK PROGRAM LEG UP FARM INC 4880 NORTH SHERMAN STREET MOUNT WOLF PA 17347 232931834 501(C)(3) 25300 GENERAL SUPPORT LOGOS ACADEMY 250 W KING STREET YORK PA 174013877 311520442 501(C)(3) 37250 GENERAL SUPPORT LUTHERAN SOCIAL SERVICES OF SOUTH CENTRAL PA 1050 PENNSYLVANIA AVENUE YORK PA 17404 231476329 501(C)(3) 7872 GENERAL SUPPORT MAKE-A-WISH FOUNDATION OF GREATER PENNSYLVANIA & SOUTHERN WEST VIRGINIA 2951 WHITEFORD ROAD SUITE 304 YORK PA 17402 251464177 501(C)(3) 7545 GENERAL SUPPORT AND MOTHER'S DAY TRUCK CONVOY MARGARET E MOUL HOME 2050 BARLEY ROAD YORK PA 174041557 232037566 501(C)(3) 9011 GENERAL SUPPORT MARTIN LIBRARY 159 EAST MARKET STREET YORK PA 17401 231352224 501(C)(3) 37871 GENERAL SUPPORT MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 010751485 042103578 501(C)(3) 10000 50TH REUNION ADVANCE GIFT FUND MOUNT WOLF BOROUGH PO BOX 458 MOUNT WOLF PA 17347 231952738 GOVERNMENT 10029 DESIGNATED GRANT FOR SUPPORT OF MOUNT WOLF ATHLETIC ASSOCIATION. MT ZION UNITED CHURCH OF CHRIST 1054 RIDGEWOOD ROAD YORK PA 174021758 231884302 501(C)(3) 25007 GENERAL SUPPORT NEW BIRTH OF FREEDOM COUNCIL BOY SCOUTS OF AMERICA 1 BADEN POWELL LANE MECHANICSBURG PA 170502344 231365194 501(C)(3) 5364 GENERAL SUPPORT NEW HOPE MINISTRIES 211 S BALTIMORE STREET DILLSBURG PA 17019 232223120 501(C)(3) 30000 NEW HOPE MINISTRIES HANOVER FOOD PANTRY AND FAMILY CENTER PARTNERSHIP NORTHEASTERN SCHOOL DISTRICT SCHOLARSHIP FOUNDATION 647 DELLINGER ROAD MOUNT WOLF PA 17347 411822799 501(C)(3) 5747 GENERAL SUPPORT OTTERBEIN UNITED METHODIST CHURCH (MT WOLF) P O BOX 386 MOUNT WOLF PA 17347 236277722 501(C)(3) 12724 GENERAL SUPPORT PENN STATE YORK 1031 EDGECOMB AVENUE YORK PA 174033326 246000376 GOVERNMENT 7091 GENERAL SUPPORT AND THE OLLI FOUNDERS' LECTURE PENN-MAR HUMAN SERVICES INC 310 OLD FREELAND ROAD FREELAND MD 21053 521590195 501(C)(3) 7190 GENERAL SUPPORT PENNSYLVANIA ARTS EXPERIENCE 37 W PHILADELPHIA ST YORK PA 17401 271158927 501(C)(3) 150000 GENERAL SUPPORT OF MARKETVIEW ARTS PENNSYLVANIA ENVIRONMENTAL COUNCIL 800 NORTH THIRD ST STE 304 HARRISBURG PA 17102 237286159 501(C)(3) 78231 CONSULTANT FOR CODORUS WATERSHED AND ENERGY PROGRAMS PHILANTHROPIC ENDEAVORS FOUNDATION P O BOX 553 EMIGSVILLE PA 17318 200751671 501(C)(3) 5000 COMMUNITY ART COLLECTIVE PLANNED PARENTHOOD OF KEYSTONE P O BOX 1469 YORK PA 174051469 232450112 501(C)(3) 35972 GENERAL SUPPORT AND ASSISTANCE WITH MERGER RED LION AREA SCHOOL DISTRICT 696 DELTA ROAD RED LION PA 17356 231674306 GOVERNMENT 15000 DENTAL PROGRAM ROTARY CLUB OF YORK CHARITABLE ENDOWMENT FUND 48 EAST MARKET STREET YORK PA 174014630 232642321 501(C)(3) 23636 GENERAL SUPPORT SOUTH WESTERN DOLLARS FOR SCHOLARS 241 THORNHILL DR HANOVER PA 17331 911889354 501(C)(3) 959 GENERAL SUPPORT SOUTHERN YORK COUNTY SCHOOLS DOLLARS FOR SCHOLARS 130 HAYWARD HEIGHTS GLEN ROCK PA 17327 232862892 501(C)(3) 11009 GENERAL SUPPORT SPRING GROVE AREA SCHOLARSHIP FOUNDATION P O BOX 66 SPRING GROVE PA 173620066 042296967 501(C)(3) 37464 GENERAL SUPPORT SPRING GROVE AREA SCHOOL DISTRICT 100 EAST COLLEGE AVENUE SPRING GROVE PA 173621205 236004845 GOVERNMENT 10811 LITERACY EDUCATION ST PAUL EVANGELICAL LUTHERAN CHURCH 201 S MAIN STREET SPRING GROVE PA 17362 231370472 501(C)(3) 17000 GENERAL SUPPORT STRAND-CAPITOL PERFORMING ARTS CENTER 50 NORTH GEORGE STREET YORK PA 17401 232053382 501(C)(3) 24763 GENERAL SUPPORT AND SUPPORT OF THE ROSIES SUSQUEHANNA HERITAGE CORPORATION 1706 LONG LEVEL ROAD WRIGHTSVILLE PA 173689009 753087098 501(C)(3) 7785 GENERAL SUPPORT THE HAHN HOME 403 CHESTNUT HILL ROAD YORK PA 17402 231425032 501(C)(3) 193200 GENERAL SUPPORT UNITED WAY OF YORK COUNTY 800 EAST KING STREET YORK PA 17403 231352588 501(C)(3) 86230 GENERAL SUPPORT AND FOCUS ON OUR FUTURE PROGRAMS VNA HOME HEALTH - WELLSPAN 540 S GEORGE ST YORK PA 174012732 231352573 501(C)(3) 24050 GENERAL SUPPORT WELLSPAN HEALTH 45 MONUMENT ROAD SUITE 200 YORK PA 17403 222517863 501(C)(3) 15200 FUNDING FOR PARKINSON'S AND POST-PARTUM DEPRESSION SERVICES WEST YORK AREA DOLLARS FOR SCHOLARS 1785 RAINBOW CIRCLE YORK PA 17408 411855206 501(C)(3) 5811 GENERAL SUPPORT WEST YORK AREA SCHOOL DISTRICT 2605 WEST MARKET STREET YORK PA 17404 231642980 GOVERNMENT 11050 DESIGNATED GRANT TO BE USED FOR THE SCHOOL'S MUSIC PROGRAMS WITF INC 4801 LINDLE ROAD HARRISBURG PA 171112444 231629016 501(C)(3) 7066 GENERAL SUPPORT YMCA OF YORK AND YORK COUNTY 90 NORTH NEWBERRY STREET YORK PA 17401 231352600 501(C)(3) 34721 GENERAL SUPPORT YORK ACADEMY REGIONAL CHARTER SCHOOL 32 WEST NORTH STREET YORK PA 17401 272294198 501(C)(3) 100000 SIMPSON STATION/PLAYGROUND PROJECT YORK BENEVOLENT ASSOCIATION PO BOX 5041 YORK PA 174055041 231353396 501(C)(3) 30152 GENERAL SUPPORT YORK CITY BUREAU OF HEALTH 435 W PHILADELPHIA ST YORK PA 174011035 236001908 GOVERNMENT 122355 GENERAL SUPPORT YORK CITY DOLLARS FOR SCHOLARS 1475 HUNTLEY CT YORK PA 17408 042296967 501(C)(3) 54830 SCHOLARSHIPS FOR STUDENTS AND THE YORK CITY SCHOLARS AND BEARCAT SCHOLARS PROGRAMS YORK COLLEGE OF PENNSYLVANIA 441 COUNTRY CLUB ROAD YORK PA 174033651 231352698 501(C)(3) 27468 GENERAL SUPPORT AND DIABETES PROGRAMMING YORK COUNTRY DAY SCHOOL 1071 REGENTS GLEN BOULEVARD YORK PA 17403 231440120 501(C)(3) 18567 GENERAL SUPPORT YORK COUNTY BAR FOUNDATION 137 EAST MARKET STREET YORK PA 17401 232647164 501(C)(3) 14290 YOUTH ENDOWMENT FUNDAND STRATEGIC PLANNING YORK COUNTY CHAMBER FOUNDATION 96 S GEORGE STREET SUITE 300 YORK PA 17401 232481811 501(C)(3) 12247 HERITAGE FUND DISTRIBUTION FOR GENERAL SUPPORT YORK COUNTY CONSERVATION DISTRICT 118 PLEASANT ACRES ROAD STE F YORK PA 17402 232215184 501(C)(3) 48325 DEVELOP CONSERVATION PLANS AND IMPLEMENT BEST MANAGEMENT PRACTICES TO REDUCE NON-POINT SOURCE POLLUTION IN THE COUNTY'S STREAMS, CREEKS AND RIVERS. YORK COUNTY HERITAGE TRUST 250 EAST MARKET STREET YORK PA 174032013 231352323 501(C)(3) 36659 GENERAL SUPPORT YORK COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 144 ROOSEVELT AVENUE SUITE 100 YORK PA 17401 237045116 501(C)(6) 50000 GENERAL SUPPORT AND MARKETVIEW ARTS STUDIO UPFIT YORK COUNTY LITERACY COUNCIL 800 EAST KING STREET STE 400 YORK PA 174031772 232088132 501(C)(3) 12551 GENERAL SUPPORT YORK COUNTY SPCA 3159 SUSQUEHANNA TRAIL NORTH YORK PA 17406 231399588 501(C)(3) 38717 GENERAL SUPPORT YORK DAY NURSERY INC 450 EAST PHILADELPHIA STREET YORK PA 174031622 231649205 501(C)(3) 30833 GENERAL SUPPORT AND CAPITAL CAMPAIGN YORK HEALTH FOUNDATION 912 SOUTH GEORGE STREET STE 1 YORK PA 174033700 233050192 501(C)(3) 11030 GENERAL SUPPORT YORK LITTLE THEATRE 27 S BELMONT STREET YORK PA 17403 231251224 501(C)(3) 8179 GENERAL SUPPORT YORK SUBURBAN DOLLARS FOR SCHOLARS 409 VALLEY VIEW CIRCLE NEW CUMBERLAND PA 17070 911912966 501(C)(3) 12591 GENERAL SUPPORT YORK SYMPHONY ASSOCIATION 50 NORTH GEORGE STREET YORK PA 17401 236298810 501(C)(3) 27054 GENERAL SUPPORT AND CHILDREN'S CONCERTS YWCA YORK 320 EAST MARKET STREET YORK PA 17403 231360889 501(C)(3) 42068 GENERAL SUPPORT SCHOLARSHIPS FOR BUCKNELL UNIVERSITY STUDENT 1 5000 SCHOLARSHIPS FOR CENTRAL YORK HIGH SCHOOL STUDENTS 4 4500 SCHOLARSHIPS FOR DALLASTOWN HIGH SCHOOL STUDENTS 9 13000 SCHOLARSHIPS FOR DELAWARE VALLEY COLLEGE STUDENTS 3 8500 SCHOLARSHIP FOR DICKINSON COLLEGE STUDENT 1 250 SCHOLARSHIPS FOR DOVER HIGH SCHOOL STUDENTS 2 2000 SCHOLARSHIPS FOR EASTERN YORK HIGH SCHOOL STUDENTS 5 5000 SCHOLARSHIPS FOR LOGOS ACADEMY STUDENTS 3 20741 SCHOLARSHIPS FOR MESSIAH COLLEGE STUDENTS 1 1000 SCHOLARSHIPS FOR NORTHEASTERN HIGH SCHOOL STUDENTS 15 16600 SCHOLARSHIPS FOR PENN STATE ALTOONA CAMPUS STUDENTS 2 10000 SCHOLARSHIP FOR PENN STATE YORK CAMPUS STUDENT 3 4250 SCHOLARSHIPS FOR PENN STATE UNIVERSITY STUDENTS 2 3250 SCHOLARSHIP FOR PENNSYLVANIA COLLEGE OF TECHNOLOGY STUDENT 1 2500 SCHOLARSHIPS FOR RED LION AREA HIGH SCHOOL STUDENTS 6 5600 SCHOLARSHIPS FOR SOUTH EASTERN HIGH SCHOOL STUDENTS 3 2500 SCHOLARSHIPS FOR SOUTH WESTERN HIGH SCHOOL STUDENTS 8 8000 SCHOLARSHIPS FOR SOUTHERN YORK COUNTY HIGH SCHOOL STUDENTS 4 8249 SCHOLARSHIPS FOR SPRING GROVE AREA HIGH SCHOOL STUDENTS 5 4725 SCHOLARSHIPS FOR SUSQUEHANNA WALDORF SCHOOL STUDENTS 6 20742 SCHOLARSHIP FOR UNIVERSITY OF PITTSBURGH STUDENT 2 3000 SCHOLARSHIP FOR WEST CHESTER UNIVERSITY STUDENT 1 1000 SCHOLARSHIPS FOR WEST YORK AREA HIGH SCHOOL STUDENTS 9 6700 SCHOLARSHIPS FOR YORK CITY HIGH SCHOOL STUDENTS 13 11952 SCHOLARSHIPS FOR YORK SUBURBAN HIGH SCHOOL STUDENTS 7 7170 SCHOLARSHIP FOR YORK COLLEGE OF PENNSYLVANIA STUDENT 1 5000 SCHOLARSHIP FOR YORK COUNTRY DAY SCHOOL STUDENTS 6 20742 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. ELIZABETH CARSON DIRECTOR 82320 DIRECTOR ON BOARD OF HEALTH INSURANCE COMPANY WHERE THE FOUNDATION, IN ITS NORMAL COURSE OF BUSINESS, HAS ITS EMPLOYEE HEALTH INSURANCE COVERAGE. THE TOTAL OF EMPLOYER AND EMPLOYEE PAID PREMIUMS WERE $82,320 AT DECEMBER 31, 2012. THE INSURANCE COVERAGE WAS OBTAINED PRIOR TO HER JOINING OUR BOARD. THE PLAN WAS APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. 0 X 9 197243 AVG SALE PRICE GIFT DATE 0 1 1 THIRD PARTY USE: 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 VI, SECTION B, LINE 11 A DRAFT OF THE 2012 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 A PERFORMANCE EVALUATION AND REVIEW FOR THE PRESIDENT/CEO IS CONDUCTED ANNUALLY BY THE CHAIRMAN OF THE BOARD AND THE EXECUTIVE COMMITTEE, INCLUDING INPUT FROM OTHER BOARD MEMBERS. SALARIES FOR PRESIDENTS AND CEOS OF OTHER PENNSYLVANIA BASED COMMUNITY FOUNDATIONS ARE UTILIZED. IN ADDITION, 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, IS CONSIDERED, AS ARE COST-OF-LIVING AND MERIT INCREASES IF APPLICABLE. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT 309,722. AGENCY ENDOWMENT GIFTS -1,631,842. AGENCY ENDOWMENT INVESTMENT INCOME -441,312. AGENCY ENDOWMENT GRANT DISTRIBUTIONS 330,987. REVENUE FROM BENEFICIAL INTERESTS IN TRUSTS 61,086. CHARITABLE REMAINDER UNITRUST (REVENUE)/EXPENSE -87,568. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.