2012-11-06T07:26:29-06:00 2011-12-31 232108173 REINSEL KUNTZ LESHER LLP 3501 CONCORD ROAD STE 250 PO BOX 21 YORK PA 17402 990 2011-01-01 236299868 YORK COUNTY COMMUNITY FOUNDATION YORK 7178483733 14 WEST MARKET STREET YORK PA 174011617 HENRY CHRIST 7178483733 2012-10-17 1 AMY GOHN ANSTINE P00072689 7178433804 2012-10-17 2011 2016-02-24 21:20:13Z HENRY CHRIST 14 WEST MARKET STREET YORK PA 174011617 46332608 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. 32 32 11 277 0 0 2767719 5211076 87992 90913 1054887 4237183 -12518 -7174 3898080 9531998 3010306 2547748 0 0 703570 729030 0 0 254096 316335 367073 4030211 3643851 -132131 5888147 66688773 66392294 12549635 12289542 54139138 54102752 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 2031202 1645764 YORK COUNTY COMMUNITY FOUNDATION'S GRANTMAKING PROGRAM REACHES BROADLY ACROSS ALL CHARITABLE SECTORS SERVING YORK COUNTY PENNSYLVANIA, AS EVIDENCED BY THE OVER 230 CHARITABLE ORGANIZATIONS LISTED ON SCHEDULE I. 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. 214784 214784 0 POST SECONDARY SCHOLARSHIPS TO 150 INDIVIDUALS IN THE U.S. THROUGH GRANTS TO EDUCATIONAL INSTITUTIONS. 207793 206427 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. 488867 480773 0 AGRICULTURE & LAND PRESERVATION - GRANTS $47,000 & TOTAL EXPENSES $48,943 ENERGY CONSERVATION - GRANTS $56,260 & TOTAL EXPENSES $56,260HAHN HOME FUND FOR WOMEN - GRANTS $192,500 & TOTAL EXPENSES $198,651WEYER COMMUNITY HEALTH - GRANTS $122,313 & TOTAL EXPENSES $122,313PA EITC CREDIT PROGRAM SCHOLARSHIPS - GRANTS $62,700 & TOTAL EXPENSES $62,700 488867 480773 2942646 1 1 0 0 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 0 0 1 1 0 0 0 0 0 0 0 0 0 1 22 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 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 JUDITH V BLAKEY 1.00 X 0 0 0 CARL ANDERSON 1.00 X 0 0 0 VERNON L BRACEY 1.00 X 0 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 DONALD B DELLINGER JR 1.00 X 0 0 0 MARSHA M EVERTON 1.00 X 0 0 0 GEORGE W HODGES 1.00 X 0 0 0 JEFFREY D LOBACH 1.00 X 0 0 0 JODY L KELLER 1.00 X 0 0 0 MICHAEL HADY 1.00 X 0 0 0 LOREN H KROH 1.00 X 0 0 0 G STEVEN MCKONLY 1.00 X 0 0 0 SUE D KREBS 1.00 X 0 0 0 LORI O MITRICK 1.00 X 0 0 0 W ROBERT BERKEBILE 1.00 X 0 0 0 JOHN M POLLI 1.00 X 0 0 0 GRACE T QUARTEY 1.00 X 0 0 0 SALLY DIXON 1.00 X 0 0 0 PAUL RUDY III 1.00 X 0 0 0 CLAIRE S WEAVER 1.00 X 0 0 0 DAVID J STEWART 1.00 X 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 R ERIC MENZER 2.00 X 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 THOMAS W DEMPSEY 1.00 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 GEORGE DVORYAK 45.00 X 80773 0 8862 WILLIAM R HARTMAN 55.00 X 141957 0 4797 222730 0 13659 1 0 0 0 0 5211076 261852 5211076 CHARITABLE TRUST FEES 525920 90913 90913 90913 1445567 1445567 20522 29227 -8705 -8705 -8705 39562999 36771383 2791616 2791616 2791616 1531 1531 1531 9531998 92444 0 4228478 2332964 2332964 214784 214784 244965 70936 112110 61919 384659 169280 112968 102411 16816 7390 4894 4532 35455 14965 10531 9959 47135 18167 16540 12428 41720 37069 1000 3651 12140 1840 10300 36196 8367 26888 941 600 600 1961 1961 46586 12496 25454 8636 35119 14627 10431 10061 48699 14143 24881 9675 5051 363 2369 2319 1025 395 360 270 62056 62056 7987 630 6926 431 PROGRAMS 52426 20819 8665 22942 DUES AND ASSESSMENT 11078 3411 4346 3321 STAFF DEVELOPMENT 4429 4429 3643851 2942646 447109 254096 87087 62304 2253778 2781539 287624 253637 617613 448396 249181 169217 56973144 51468033 5546537 10408218 1291422 1249346 66688773 66392294 19698 17302 10000 73748 12519937 12198492 12549635 12289542 X 50338730 50477814 2958383 2825180 842025 799758 54139138 54102752 66688773 66392294 X 5888147 -5924533 X X 0 1 1 X 0 X 13366609 6066045 1719269 2767719 5211076 29130718 13366609 6066045 1719269 2767719 5211076 29130718 11404140 17726578 1526087 668774 1503682 1422741 1466089 6587373 89730 78721 62668 91287 92444 414850 36132941 414850 0.49060 0.48150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70 18 493630 357137 395123 541400 8558157 12771482 1 1 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 0.93000 0.02000 0.05000 0 0 516242 357397 158845 101371 90999 10372 169217 50000 C LIGHTHOUSE DIVERSIFIED FUND 252705 F FEDERAL ST OFFSHORE FUND 240294 F FEG ABSOLUTE ACCESS FUND 4987924 F FEG EQUITY ACCESS FUND 4877295 F 10408218 LIABILITY TO LIFE INCOME BENEFICIARIES UNDER TRUST AGREEMENTS 3275879 FUNDS HELD AS AGENCY ENDOWMENTS 8922613 12198492 9531998 3643851 5888147 -4793513 -1131020 -5924533 -36386 3335580 -4793513 -159012 -4952525 8288105 1243893 1243893 9531998 3371966 29227 29227 3342739 301112 301112 3643851 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: 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 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENT -144,628. AGENCY ENDOWMENT GIFTS -597,568. AGENCY ENDOWMENT INVESTMENT INCOME -584,639. AGENCY ENDOWMENT GRANT DISTRIBUTIONS 301,112. REVENUE FROM BENEFICIAL INTERESTS IN TRUSTS -42,267. CHARITABLE REMAINDER UNITRUST (REVENUE)/EXPENSE -63,030. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,131,020. PART XII, LINE 2D: REVENUE FROM CHARITABLE REMAINDER UNITRUSTS $27,883 REVENUE FROM BENEFICIAL INTEREST IN TRUSTS ($42,267) CHANGE IN SPLIT INTEREST AGREEMENTS ($144,628) PART XII, LINE 4B: RENTAL EXPENSES ($29,227) AGENCY ENDOWMENT GIFTS $597,568 AGENCY ENDOWMENT INVESTMENT INCOME (LOSSES) EXCLUDED FROM F/S BY SFAS 136 $584,639 FEES FROM CHARITABLE REMAINDER UNITRUSTS $90,913 PART XIII, LINE 2D: RENTAL EXPENSES $29,227 PART XIII, LINE 4B: GRANT DISTRIBUTIONS FOR AGENCY ENDOWMENTS EXCLUDED FROM F/S DUE TO SFAS NO 136 $301,112 1 AMERICAN ROAD & TRANSPORTATION BUILDERS ASSOCIATION 1219 28TH STREET NW WASHINGTON DC 20007 526283894 501(C)(3) 12000 0 2011 LEGAL CENTER SUPPORT AND IT'S OUR FUTURE CAMPAIGN ASBURY FOUNDATION 201 RUSSELL AVENUE GAITHERSBURG MD 20877 521862674 501(C)(3) 5000 0 2011 CARING CLASSIC BYRNES HEALTH EDUCATION CENTER 515 SOUTH GEORGE STREET YORK PA 174012723 232588187 501(C)(3) 23062 0 GENERAL SUPPORT AND HEARTBEAT CAMPAIGN CAMPS NEWFOUND OWATONNA 4 CAMP NEWFOUND ROAD HARRISON ME 04040 042384391 501(C)(3) 13992 0 GENERAL SUPPORT CENTRAL YORK DOLLARS FOR SCHOLARS 775 MARION ROAD YORK PA 17406 911942745 501(C)(3) 250 0 GENERAL SUPPORT CHILDREN'S AID SOCIETY 343 LINCOLNWAY WEST NEW OXFORD PA 17350 231429838 501(C)(3) 10021 0 GENERAL SUPPORT CHILDREN'S HOME OF YORK 77 SHOE HOUSE ROAD YORK PA 17406 231352081 501(C)(3) 11169 0 GENERAL SUPPORT AND BUILDING PROJECTS CHRISTA MCAULIFFE SCHOLARSHIP FOUNDATION 601 MUNDIS MILL ROAD YORK PA 174069714 251622451 501(C)(3) 9560 0 GENERAL SUPPORT CITY OF YORK P O BOX 509 YORK PA 17405 236001908 GOVERNMENT 109545 25693 PORTABLE ICE RINK GATES PROJECT AND REGIONAL POLICE STUDY COVENANT HOUSE P O BOX 731 NEW YORK NY 101080731 132725416 501(C)(3) 5000 0 GENERAL SUPPORT CRISPUS ATTUCKS ASSOCIATION 605 SOUTH DUKE STREET YORK PA 174033111 231365320 501(C)(3) 20018 0 GENERAL SUPPORT AND EARLY CHILDHOOD CARE AND EDUCAATION CULTURAL ALLIANCE OF YORK COUNTY 14 WEST MARKET STREET YORK PA 17401 232992925 501(C)(3) 20396 0 GENERAL SUPPORT CULTURE OF LIFE FOUNDATION INC 1413 K STREET NW SUITE 1000 WASHINGTON DC 200053490 522055185 501(C)(3) 5000 0 GENERAL SUPPORT DALLASTOWN AREA DOLLARS FOR SCHOLARS 100 INDIAN SPRINGS ROAD RED LION PA 17356 411774747 501(C)(3) 6693 0 GENERAL SUPPORT DOWNTOWN INC 16 NORTH GEORGE ST YORK PA 17401 232411781 501(C)(3) 15539 0 GENERAL SUPPORT, PLANTERS FOR DOWNTOWN AREA AND WEB BASED MARKETING PROGRAM DREAMWRIGHTS YOUTH & FAMILY THEATRE 100 CARLISLE AVENUE YORK PA 17401 232882835 501(C)(3) 7000 0 GENERAL SUPPORT AND PROFESSIONAL DEVELOPMENT EASTERN YORK DOLLARS FOR SCHOLARS P O BOX 95 WRIGHTSVILLE PA 17368 911920812 501(C)(3) 6798 0 GENERAL SUPPORT FAMILY-CHILD RESOURCES 3995 EAST MARKET STREET YORK PA 174022621 232666368 501(C)(3) 5249 0 GENERAL SUPPORT AND TOO GOOD FOR DRUGS PROGRAM FARM & NATURAL LANDS TRUST OF YORK COUNTY 156 NORTH GEORGE ST STE 300 YORK PA 17401 232612674 501(C)(3) 5421 0 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 225 EAST MARKET STREET YORK PA 17403 231355118 501(C)(3) 14012 0 GENERAL SUPPORT FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 330733602 592174510 501(C)(3) 6400 0 2 HOUSES WITH SANITATION FORSIGHT VISION 1380 SPAHN AVENUE YORK PA 17403 231365986 501(C)(3) 12088 0 GENERAL SUPPORT FULTON OPERA HOUSE FOUNDATION 12 NORTH PRINCE ST LANCASTER PA 17601 231631733 501(C)3 5000 0 MAINSTAGE PRODUCTIONS GETTYSBURG COLLEGE 300 NORTH WASHINGTON ST BOX 423 GETTYSBURG PA 17325 231352641 501(C)(3) 9035 0 GENERAL SUPPORT HANOVER AREA HISTORICAL SOCIETY PO BOX 305 HANOVER PA 17331 236407016 501(C)(3) 65426 0 GENERAL SUPPORT OF WAREHIME/MYERS MANSION HARRISBURG AREA COMMUNITY COLLEGE ONE HACC DRIVE HARRISBURG PA 171102999 232353614 501(C)(3) 17000 0 SUMMER MATH "BOOT CAMP" PILOT PROGRAM HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION ONE HAAC DR HARRISBURG PA 171109989 232353614 501(C)(3) 5000 0 YORK COUNTY SCHOLARSHIPS HEALTHY YORK COUNTY COALITION 1101 SOUTH EDGAR ST SUITE F YORK PA 17403 233050192 501(C)(3) 5000 0 COMMUNITY HEALTH NEEDS ASSESSMENT HIGHWAY EDUCATION FOUNDATION 800 NORTH THIRD ST SUITE 500 HARRISBURG PA 17102 300471283 501(C)3 5000 0 EDUCATION TRUST FUND HORN FARM CENTER FOR AGRICULTURAL EDUCATION 4945 HORN ROAD YORK PA 17406 201061394 501(C)(3) 18000 0 INCUBATOR FARMS PROGRAM HOUSING AUTHORITY OF YORK PO BOX 1963 YORK PA 17405 236001908 GOVERNMENT 6000 0 PROFESSIONAL DEVELOPMENT LEADERSHIP YORK 39 EAST KING STREET 1ST FLOOR YORK PA 17401 232139541 501(C)(3) 21500 0 GENERAL SUPPORT AND FUTURE LEADERS OF YORK PROGRAM LEAVE A LEGACY YORK COUNTY 137 EAST MARKET STREET YORK PA 17401 251719216 501(C)(3) 5926 0 GENERAL SUPPORT LINCOLN INTERMEDIATE UNIT 12 P O BOX 70 NEW OXFORD PA 17350 231743636 501(C)3 9800 0 PROFESSIONAL DEVELOPMENT AND STUDENT PROGRAMS LOGOS ACADEMY 250 W KING ST YORK PA 17401 311520442 501(C)(3) 48250 0 GENERAL SUPPORT, FIELD TRIPS AND THE HIGH SCHOOL PROGRAM LUTHERAN SOCIAL SERVICES OF SOUTH CENTRAL PA 1050 PENNSYLVANIA AVENUE YORK PA 17404 231476329 501(C)(3) 7825 0 GENERAL SUPPORT MAKE-A-WISH FOUNDATION OF GREATER PENNSYLVANIA & SOUTHERN WEST VIRGINIA 2951 WHITEFORD ROAD SUITE 304 YORK PA 17402 251464177 501(C)(3) 7397 0 GENERAL SUPPORT MARGARET E MOUL HOME 2050 BARLEY ROAD YORK PA 174041557 232037566 501(C)(3) 7692 0 GENERAL SUPPORT MARTIN LIBRARY 159 EAST MARKET STREET YORK PA 17401 231352224 501(C)(3) 26372 0 GENERAL SUPPORT MEMORIAL HOSPITAL P O BOX 15118 YORK PA 17405 231265004 501(C)(3) 6154 0 GENERAL SUPPORT, HEALTHY KIDS CAMPAIGN AND DIABETES PROGRAMMING MOUNT WOLF BOROUGH PO BOX 458 MOUNT WOLF PA 17347 231952738 GOVERNMENT 10148 0 MOUNT WOLF ATHLETIC ASSOCIATION MT ZION UNITED CHURCH OF CHRIST 1054 RIDGEWOOD ROAD YORK PA 174021758 231884302 501(C)(3) 25076 0 GENERAL SUPPORT AND MISSION PROJECTS. NEW HOPE ACADEMY CHARTER SCHOOL 459 W KING ST YORK PA 17401 208908462 501(C)3 5000 0 AFTER SCHOOL PROGRAMS NEW HOPE MINISTRIES 211 S BALTIMORE STREET DILLSBURG PA 17019 232223120 501(C)(3) 5000 0 CRISIS ASSISTANCE PROGRAM NORTHEASTERN SCHOOL DISTRICT SCHOLARSHIP FOUNDATION 647 DELLINGER ROAD MOUNT WOLF PA 17347 411822799 501(C)(3) 6211 0 GENERAL SUPPORT OTTERBEIN UNITED METHODIST CHURCH (MT WOLF) P O BOX 386 MOUNT WOLF PA 17347 236277722 501(C)(3) 13054 0 GENERAL SUPPORT AND EARLY CHILDHOOD CARE AND EDUCAATION OTTERBEIN UNITED METHODIST CHURCH (YORK) 301 WEST PHILADELPHIA STREET YORK PA 17404 231484147 501(C)(3) 5023 0 GENERAL SUPPORT AND YOUTH PROGRMS PARTNERSHIP FOR ECONOMIC DEVELOPMENT IN YORK COUNTY 144 ROOSEVELT AVE SUITE 100 YORK PA 17401 232768349 501(C)3 51000 0 MERGER OF YCEDC AND YCCC AND WIRELESS INTERNET NETWORK ACCESS IN DOWNTOWN YORK PENN STATE YORK 1031 EDGECOMB AVENUE YORK PA 174033326 246000376 501(C)(3) 6701 0 GENERAL SUPPORT, SCHOLARSHIPS AND PROJECT TALENT CONNECTIONS PROGRAM PENN-MAR HUMAN SERVICES INC 310 OLD FREELAND ROAD MARYLAND LINE MD 21053 521590195 501(C)(3) 6171 0 GENERAL SUPPORT PENNSYLVANIA ENVIRONMENTAL COUNCIL 130 LOCUST STREET 200 HARRISBURG PA 17101 237286159 501(C)(3) 144104 0 ENERGY CONSERVATION AND CODORUS WATERSHED PROGRAMS PENNSYLVANIA PARKS & FORESTS FOUNDATION 1845 MARKET STREET 3RD FLOOR CAMP HILL PA 17011 251859016 501(C)3 5000 0 ENHANCEMENTS TO PLAYGROUND EQUIPMENT PHILANTHROPIC ENDEAVORS FOUNDATION P O BOX 553 EMIGSVILLE PA 17318 200751671 501(C)3 20000 0 HEALTHY WORLD CAFE PLANNED PARENTHOOD OF CENTRAL PENNSYLVANIA P O BOX 1469 YORK PA 174051469 231580959 501(C)(3) 10952 0 GENERAL SUPPORT, HIV/AIDS PREVENTION EDUCATION, CPR/AED TRAINING FOR STAFF RED LION AREA SCHOOL DISTRICT 696 DELTA ROAD RED LION PA 17356 231674306 GOVERNMENT 15000 0 DENTAL PROGRAM ROTARY CLUB OF YORK CHARITABLE ENDOWMENT FUND 48 EAST MARKET STREET YORK PA 174014630 232642321 501(C)(3) 22749 0 GENERAL SUPPORT AND SCHOLARSHIP FUNDING SERVANTS INC 268 WEST BEAVER ST SUITE 103 HELLAM PA 17406 233042387 501(C)(3) 5000 0 HOME REPAIR SERVICES TO NEEDY SOUTH WESTERN DOLLARS FOR SCHOLARS 195 STOCK ST STE 331 HANOVER PA 17331 911889354 501(C)(3) 1000 0 GENERAL SUPPORT SOUTHERN YORK COUNTY SCHOOLS DOLLARS FOR SCHOLARS 130 HAYWARD HEIGHTS GLEN ROCK PA 17327 232862892 501(C)(3) 10469 0 GENERAL SUPPORT SPRING GROVE AREA SCHOLARSHIP FOUNDATION P O BOX 66 SPRING GROVE PA 173620066 042296967 501(C)(3) 37151 0 GENERAL SUPPORT SPRING GROVE AREA SCHOOL DISTRICT 100 EAST COLLEGE AVENUE SPRING GROVE PA 173621205 236004845 GOVERNMENT 6945 0 GENERAL SUPPORT ST FRANCIS DESALES SCHOOL 917 S 47TH ST PHILADELPHIA PA 19143 231352450 501(C)(3) 5000 0 GENERAL SUPPORT STRAND-CAPITOL PERFORMING ARTS CENTER 50 NORTH GEORGE STREET YORK PA 17401 232053382 501(C)(3) 26970 0 GENERAL SUPPORT, PERFORMING ARTS FOR CHILDREN, "THE ROSIES" AWARDS PROGRAM THE HAHN HOME 403 CHESTNUT HILL ROAD YORK PA 17402 231425032 501(C)(3) 192500 0 GENERAL SUPPORT THE JANUS SCHOOL 205 LEFEVER ROAD MOUNT JOY PA 17552 232578832 501(C)(3) 10000 0 CAPITAL CAMPAIGN "BEATING THE ODDS" UNITED WAY OF YORK COUNTY 800 EAST KING STREET YORK PA 17403 231352588 501(C)(3) 97506 0 GENERAL SUPPORT AND FOCUS ON OUR FUTURE PROGRAMS VNA HOME HEALTH - WELLSPAN 540 S GEORGE ST YORK PA 174012732 231352573 501(C)(3) 23567 0 GENERAL SUPPORT WEST YORK AREA DOLLARS FOR SCHOLARS 1785 RAINBOW CIRCLE YORK PA 17408 411855206 501(C)(3) 5266 0 GENERAL SUPPORT WEST YORK AREA SCHOOL DISTRICT 2605 WEST MARKET STREET YORK PA 17404 231642980 GOVERNMENT 10374 0 SCHOOL'S MUSIC PROGRAMS WINDY HILL SENIOR CENTER 50 NORTH EAST STREET SUITE 2 SPRING GROVE PA 17362 232342745 501(C)(3) 6000 0 PROFESSIONAL DEVELOPMENT YMCA OF YORK AND YORK COUNTY 90 NORTH NEWBERRY STREET YORK PA 17401 231352600 501(C)(3) 60694 0 GENERAL SUPPORT, URBAN NEIGHBORHOODS PROJECT, YOUTH PROGRAMS YORK ACADEMY REGIONAL CHARTER SCHOOL 32 WEST NORTH STREET YORK PA 17401 272294198 501(C)3 7600 0 GENERAL SUPPORT, ART EDUCATION AND MUSICAL INSTRUMENTS YORK BENEVOLENT ASSOCIATION PO BOX 5041 YORK PA 174055041 231353396 501(C)(3) 28366 0 GENERAL SUPPORT YORK CITY BUREAU OF HEALTH 435 W PHILADELPHIA ST YORK PA 174011035 236001908 GOVERNMENT 122313 0 GENERAL SUPPORT YORK CITY DOLLARS FOR SCHOLARS 1475 HUNTLEY CT YORK PA 17408 042296967 501(C)(3) 39202 0 GENERAL SUPPORT YORK COLLEGE OF PENNSYLVANIA 441 COUNTRY CLUB ROAD YORK PA 174033651 231352698 501(C)(3) 136406 0 GENERAL SUPPORT, YORK NONPROFIT MANAGEMENT DEVELOPMENT CENTER, MOVING PLANS INTO ACTION YORK COUNTRY DAY SCHOOL 1071 REGENTS GLEN BOULEVARD YORK PA 17403 231440120 501(C)(3) 27307 0 GENERAL SUPPORT YORK COUNTY CHAMBER FOUNDATION 144 ROOSEVELT AVENUE SUITE 100 YORK PA 17401 232481811 501(C)(3) 12905 0 GENERAL SUPPORT YORK COUNTY HERITAGE TRUST 250 EAST MARKET STREET YORK PA 174032013 231352323 501(C)(3) 32226 0 GENERAL SUPPORT, YORK NONPROFIT MANAGEMENT DEVELOPMENT CENTER, MOVING PLANS INTO ACTION YORK COUNTY LIBRARY SYSTEM 159 EAST MARKET STREET YORK PA 17401 237394108 501(C)(3) 6325 0 COLLABORATION BETWEEN YORK COUNTY LIBRARY SYSTEM AND YORK COUNTY LITERACY COUNCIL YORK COUNTY LITERACY COUNCIL 800 EAST KING STREET STE 400 YORK PA 174031772 232088132 501(C)(3) 7158 0 GENERAL SUPPORT YORK COUNTY PARKS FOUNDATION CHARITABLE TRUST 400 MUNDIS RACE ROAD YORK PA 17406 222655234 501(C)(3) 5374 0 CONDUCT USER SURVEYAND PARK MAINTENANCE YORK COUNTY SPCA 3159 SUSQUEHANNA TRAIL NORTH YORK PA 17406 231399588 501(C)(3) 35874 0 GENERAL SUPPORT YORK DAY NURSERY INC 450 EAST PHILADELPHIA STREET YORK PA 174031622 231649205 501(C)(3) 19360 0 GENERAL SUPPORT AND EARLY CHILDHOOD CARE AND EDUCAATION YORK HEALTH FOUNDATION 912 SOUTH GEORGE STREET STE 1 YORK PA 174033700 233050192 501(C)(3) 12348 0 GENERAL SUPPORT, PARKINSON'S PROGRAMS, MEDICAL EDUCATION FUND, HOOVER MEDICAL LIBRARY YORK JEWISH COMMUNITY CENTER 2000 HOLLYWOOD DRIVE YORK PA 174034210 231355127 501(C)(3) 11953 0 ANNUAL CAMPAIGN, EARLY CHILDHOOD EDUCATION YORK LITTLE THEATRE 27 S BELMONT STREET YORK PA 17403 231251224 501(C)(3) 5276 0 GENERAL SUPPORT YORK SUBURBAN DOLLARS FOR SCHOLARS 409 VALLEY VIEW CIRCLE NEW CUMBERLAND PA 17070 911912966 501(C)(3) 12722 0 GENERAL SUPPORT YORK SYMPHONY ASSOCIATION 50 NORTH GEORGE STREET YORK PA 17401 236298810 501(C)(3) 29163 0 GENERAL SUPPORT YORKCOUNTS 14 WEST MARKET STREET YORK PA 17401 262804411 501(C)(3) 30000 0 GENERAL SUPPORT YWCA YORK 320 EAST MARKET STREET YORK PA 17403 231360889 501(C)(3) 38929 0 GENERAL SUPPORT, ACCESS YORK, VICTIM SERVICES,& CAMP CANN-EDI-ON SCHOLARSHIPS FOR CENTRAL YORK HIGH SCHOOL STUDENTS 8 5000 0 SCHOLARSHIPS FOR DALLASTOWN HIGH SCHOOL STUDENTS 11 10250 0 SCHOLARSHIPS FOR DELAWARE VALLEY COLLEGE STUDENTS 2 5000 0 SCHOLARSHIPS FOR DOVER HIGH SCHOOL STUDENTS 4 3500 0 SCHOLARSHIP FOR ELIZABETHTOWN COLLEGE STUDENT 1 1000 0 SCHOLARSHIPS FOR EASTERN YORK HIGH SCHOOL STUDENTS 6 5500 0 SCHOLARSHIP FOR LASALLE UNIVERSITY STUDENT 1 2500 0 SCHOLARSHIPS FOR LOGOS ACADEMY STUDENTS 3 21691 0 SCHOLARSHIPS FOR MILLERSVILLE UNIVERSITY STUDENTS 1 2000 0 SCHOLARSHIPS FOR NORTHEASTERN HIGH SCHOOL STUDENTS 18 18320 0 SCHOLARSHIPS FOR PENN STATE ALTOONA CAMPUS STUDENTS 2 10000 0 SCHOLARSHIP FOR PENN STATE YORK CAMPUS STUDENT 1 2000 0 SCHOLARSHIPS FOR PENN STATE UNIVERSITY STUDENTS 5 14000 0 SCHOLARSHIPS FOR RED LION AREA HIGH SCHOOL STUDENTS 6 5000 0 SCHOLARSHIPS FOR SOUTH EASTERN HIGH SCHOOL STUDENTS 8 8000 0 SCHOLARSHIPS FOR SOUTH WESTERN HIGH SCHOOL STUDENTS 8 8000 0 SCHOLARSHIPS FOR SOUTHERN YORK COUNTY HIGH SCHOOL STUDENTS 9 9839 0 SCHOLARSHIPS FOR SPRING GROVE AREA HIGH SCHOOL STUDENTS 5 5756 0 SCHOLARSHIPS FOR SUSQUEHANNA WALDORF SCHOOL STUDENTS 9 19317 0 SCHOLARSHIP FOR TEMPLE UNIVERSITY STUDENT 1 2500 0 SCHOLARSHIPS FOR WEST YORK AREA HIGH SCHOOL STUDENTS 7 5000 0 SCHOLARSHIPS FOR YORK CITY HIGH SCHOOL STUDENTS 19 16234 0 SCHOLARSHIPS FOR YORK SUBURBAN HIGH SCHOOL STUDENTS 10 8685 0 SCHOLARSHIP FOR YORK COLLEGE OF PENNSYLVANIA STUDENT 2 4000 0 SCHOLARSHIP FOR YORK COUNTRY DAY SCHOOL STUDENTS 3 21691 0 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. LARRY J MILLER FORMER DIRECTOR PRESIDENT OF BANK WHERE THE FOUNDATION, IN ITS NORMAL COURSE OF BUSINESS, HAS CHECKING AND MONEY MARKET ACCOUNTS TOTALING $442,326 AT DECEMBER 31, 2011. THE FOUNDATION ALSO HAD AN AUTHORIZED BUT UNUSED $250,000 LINE OF CREDIT AT THE BANK, WHICH WAS CLOSED IN 2011. THERE WERE NO FEES CONNECTED WITH THIS LINE. THE RELATIONSHIP WAS APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. 0 X 7 261852 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 2011 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -4,793,513. CHANGE IN SPLIT INTEREST AGREEMENT -144,628. AGENCY ENDOWMENT GIFTS -597,568. AGENCY ENDOWMENT INVESTMENT INCOME -584,639. AGENCY ENDOWMENT GRANT DISTRIBUTIONS 301,112. REVENUE FROM BENEFICIAL INTERESTS IN TRUSTS -42,267. CHARITABLE REMAINDER UNITRUST (REVENUE)/EXPENSE -63,030. TOTAL TO FORM 990, PART XI, LINE 5: -5,924,533. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.