2012-11-15T14:06:02-06:00 2011-12-31 232108173 REINSEL KUNTZ LESHER LLP PO BOX 8408 LANCASTER PA 176048408 990 2011-01-01 200874857 LANCASTER COUNTY COMMUNITY FOUNDATION LANC 7173971629 24 WEST KING STREET SUITE 201 LANCASTER PA 17603 SAMUEL J BRESSI 7173971629 2012-11-06 1 MARK S ZETTLEMOYER CPA P01468750 7173945666 2011 2016-02-24 21:20:13Z X SAMUEL J BRESSI 24 WEST KING STREET SUITE 201 LANCASTER PA 17603 38960732 0 X WWW.LANCFOUND.ORG X 2003 PA TO ADVANCE THE VITALITY AND WELL-BEING OF THE PEOPLE OF LANCASTER COUNTY BY INSPIRING GENEROSITY AND BY BEING RESPONSIBLE STEWARDS OF GIFTS FOR TODAY AND TOMORROW. 12 12 11 121 0 0 2405565 2196213 0 0 869226 1929170 4299 14971 3279090 4140354 1888011 1842556 0 0 582090 551132 0 0 449275 652431 1195244 3122532 3588932 156558 551422 35761222 34925407 1780488 2860418 33980734 32064989 X TO ADVANCE THE VITALITY AND WELL-BEING OF THE PEOPLE OF LANCASTER COUNTY BY INSPIRING GENEROSITY AND BY BEING RESPONSIBLE STEWARDS OF GIFTS FOR TODAY AND TOMORROW. 0 0 2943096 1842556 12411 THE LANCASTER COUNTY COMMUNITY FOUNDATION SERVED LANCASTER COUNTY RESIDENTS IN 2011 BY PROVIDING FUNDS FOR COMMUNITY BENEFIT ORGANIZATIONS AND PROGRAMS THROUGH ITS "GRANTMAKING PROGRAM" AND ITS "AREA OF OPPORTUNITY" INVESTMENTS. THE COMMUNITY FOUNDATION AWARDED A TOTAL OF $1,842,556 IN GRANT DOLLARS TO COMMUNITY BENEFIT ORGANIZATIONS IN 2011. 83.1% OF THESE DOLLARS WERE INVESTED THROUGH GRANTMAKING PROGRAMS TO COMMUNITY BENEFIT ORGANIZATIONS IN THE FORM OF 178 GRANTS. SUCH GRANTS CAME FROM DONOR ADVISED FUNDS, SCHOLARSHIP FUNDS, FIELD OF INTEREST FUNDS, DESIGNATED FUNDS, AND AGENCY FUNDS. THE REMAINING 16.9 % OF GRANT DOLLARS (36 GRANTS), ENHANCED BY AN ADDITIONAL $625,479 IN NON-GRANT ALLOCATIONS AND EXPENSES, WERE INVESTED IN THE COMMUNITY FOUNDATION'S AREAS OF OPPORTUNITY. THESE AREAS INCLUDE "CAPACITY BUILDING," WHICH PROVIDES SUPPORT FOR ORGANIZATIONS SEEKING TO AUGMENT THEIR CAPABILITY TO FULFILL THEIR MISSIONS. SPECIFICALLY,CAPACITY BUILDING INCLUDES FUNDING SET ASIDE FOR PROGRAMS THAT SUPPORT THE EFFORTS OF COMMUNITY BENEFIT ORGANIZATIONS TO BEGIN ENDOWMENT FUNDS, AND A FELLOWSHIP PROGRAM THAT SUPPORTS THE PERSONAL AND PROFESSIONAL DEVELOPMENT OF COMMUNITY BENEFIT LEADERS. THE OTHER AREA OF OPPORTUNITY, BRAND NEW IN 2011, IS THE "AH-HA PROJECT," WHICH INCREASES FINANCIAL STABILITY AND QUALITY OF LIFE BY PROVIDING LEADERSHIP, CONNECTING PEOPLE AND IDEAS, AND INVESTING IN CREATIVE SOLUTIONS TO REAL PROBLEMS. 2943096 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 17 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X LISA HOSTLER 7173971629 24 WEST KING STREET SUITE 201 LANCASTER PA 17603 MS JILL M CARSON 1.00 X X 0 0 0 MR BENJAMIN H ATWATER 1.00 X X 0 0 0 MR THOMAS P DAUTRICH 1.00 X X 0 0 0 MR VANCE E ANTONACCI 1.00 X 0 0 0 MS JAN L BERGEN 1.00 X 0 0 0 MS JENNIFER CRAIGHEAD 1.00 X 0 0 0 MS ELIZABETH DUNLAP 1.00 X 0 0 0 MR BUDDY GLOVER JR 1.00 X 0 0 0 MR TIMOTHY J ROSCHEL SR 1.00 X 0 0 0 MS KIM R SMITH 1.00 X 0 0 0 MS LINDA PORR SWEENEY 1.00 X 0 0 0 MR PHILIP R WENGER 1.00 X 0 0 0 MR SAMUEL BRESSI 40.00 X 130000 0 5200 MS LISA HOSTLER 40.00 X 80250 0 3210 210250 0 8410 1 0 0 0 0 1422540 773673 2196213 600657 600657 36148891 34820378 1328513 1328513 1328513 MISCELLANEOUS REVENUE 900099 12411 12411 MISCELLANEOUS REVENUE 900099 2560 2560 14971 4140354 12411 0 1931730 1799156 1799156 43400 43400 218659 112828 31268 74563 252418 81249 53436 117733 8231 2519 1670 4042 36354 14574 6051 15729 35470 13362 8616 13492 26414 2059 17593 6762 19879 7736 4541 7602 156380 156380 1340 564 223 553 100357 1144 285 98928 37028 10060 4969 21999 15728 6426 2719 6583 42125 17007 7360 17758 26198 7258 13327 5613 47527 8829 10287 28411 12975 4176 4074 4725 8993 3637 1581 3775 ARTS INITIATIVE 368331 368331 0 0 AH-HA INITIATIVE 181506 181506 0 0 CAPACITY BUILDING 42880 42880 0 0 FELLOWSHIP PROJECT 32762 32762 0 0 74821 25253 28561 21007 3588932 2943096 196561 449275 2690095 2101613 1074299 68924 14075 30606 125406 114603 23778 10803 26440308 23518089 5518667 9195372 35761222 34925407 46969 63463 1151989 564019 581530 2232936 1780488 2860418 X 33980734 32064989 33980734 32064989 35761222 34925407 X 551422 -2467167 X X 0 1 1 X 0 X 5229049 1737003 4395611 2405565 2196213 15963441 5229049 1737003 4395611 2405565 2196213 15963441 3380762 12582679 1776169 1541496 618815 722689 600657 5259826 15775 2560 18335 21241602 836400 0.59240 0.54700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PROGRAM REGISTRATION FEES MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 104300 294093 2811893 1 1 125406 114603 10803 10803 COMMONFUND REALTY INVESTORS LLC 48388 F COMMONFUND GLOBAL DISTRESSED INVESTORS, INC. 986824 F PIMCO ALL ASSET ALL AUTHORITY FUND 1645582 F THIRD AVENUE REAL ESTATE VALUE 1225768 F UNITED STATES COMMODITY INDEX 542899 F LIBERTY SPECIAL STRATEGIES OFFSHORE FUND 1898477 F PRISMA SPECTRUM FUND LTD 1898954 F GLENMEDE CLIENT OPPORTUNITIES PFIC POOL 948480 F 9195372 LIABILITY TO RESOURCE PROVIDERS 1734357 CHARITABLE GIFT ANNUITY 498579 2232936 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION 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 ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U. S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. 1 A WOMAN'S CONCERN INC 616 NORTH DUKE STREET LANCASTER PA 17602 231978059 501(C)(3) 5000 DONOR-ADVISED FUND FOR GENERAL OPERATING SUPPORT. AMERICAN CANCER SOCIETY - PENNSYLVANIA DIVISION INC 314 GOOD DRIVE LANCASTER PA 17603 131788491 501(C)(3) 6551 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. AMERICAN HEART ASSOCIATION 610 COMMUNITY WAY LANCASTER PA 17603 135613797 501(C)(3) 7068 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. AMERICAN LUNG ASSOCIATION OF PA 3001 OLD GETTYSBURG ROAD CAMP HILL PA 17011 251825116 501(C)(3) 6736 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. AMERICAN RED CROSS OF THE SUSQUEHANNA VALLEY 430 WEST ORANGE STREET PO BOX 4624 LANCASTER PA 176044624 231352020 501(C)(3) 10000 GRANT TO SUPPORT DISASTER RESPONSE TO TROPICAL STORM LEE. ASSETS LANCASTER 237 NORTH PRINCE STREET LANCASTER PA 17603 232827808 501(C)(3) 9500 GRANT TO SUPPORT CAPITAL AND COUNSEL FOR UNDERSERVED ENTREPRENEURS AND SOCIAL INNOVATORS. BICKSLER-MUHLENBERG ASSOCIATESJSID 354 NORTH PRINCE STREET SUITE 110 LANCASTER PA 17603 710927742 501(C)(3) 9093 GRANT TO SUPPORT BUILDING ECONOMIC DEVELOPMENT CAPACITY THROUGH BASELINE DATA COLLECTION AND ARCGIS. BRIGHT SIDE OPPORTUNITIES CENTER PO BOX 2084 515 HERSHEY AVENUE LANCASTER PA 176082084 233062048 501(C)(3) 5000 GRANT TO SUPPORT BRIGHTER TOMORROW INITIATIVE. CENTER FOR COMMUNITY PEACEMAKING 53 NORTH DUKE STREET SUITE 303 LANCASTER PA 17602 232778839 501(C)(3) 12014 GRANT TO SUPPORT HEALTH AND HUMAN SERVICES. CHURCH WORLD SERVICE INC 308 EAST KING STREET LANCASTER PA 17602 134080201 501(C)(3) 15000 GRANT TO SUPPORT "IT TAKES A COMMUNITY: OPTIMIZING REFUGE RESETTLEMENT IN LANCASTER COUNTY." CLINIC FOR SPECIAL CHILDREN 535 BUNKER HILL ROAD STRASBURG PA 17579 232555373 501(C)(3) 5000 DONOR-ADVISED FUND FOR GENERAL OPERATING SUPPORT. COMMUNITY ACTION PROGRAM OF LANCASTER COUNTY PO BOX 599 LANCASTER PA 176080599 231667311 501(C)(3) 12450 GRANT TO SUPPORT HEATING FUEL FOR EARL TOWNSHIP RESIDENTS; GRANT TO SUPPORT TRAINING FOR COMMUNITY GOOD. COMMUNITY FIRST FUND 30 WEST ORANGE STREET PO BOX 524 LANCASTER PA 176080524 232689714 501(C)(3) 7500 FELLOWSHIP GRANT FOR JOAN BRODHEAD; GRANT TO SPONSOR FRIENDS OF THE FUND EVENT. COMPASS MARK 630 JANET AVENUE LANCASTER PA 17601 236444556 501(C)(3) 40790 GRANT TO SUPPORT COMPASS MARK HEALTHY DIRECTIONS CAMPAIGN. COMPEER LANCASTER 630 JANET AVENUE SUITE B-107 LANCASTER PA 17601 232830515 501(C)(3) 10000 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. CRISPUS ATTUCKS COMMUNITY CENTER PO BOX 894 LANCASTER PA 176080894 232182995 501(C)(3) 6098 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT; GRANTS TO SUPPORT MARTIN LUTHER KING JR BREAKFAST. DOWNTOWN EPHRATA INC PO BOX 124 EPHRATA PA 17522 200236376 501(C)(3) 15400 GRANT TO SUPPORT INCUBATOR FEASIBILITY STUDY AND BUSINESS PLAN. ELIZABETHTOWN COLLEGE ALPHA HALL ROOM 100 ELIZABETHTOWN PA 170222298 231352632 501(C)(3) 131625 DONOR-ADVISED GRANT FOR OPERATING SUPPORT FOR S. DALE HIGH CENTER FOR FAMILY BUSINESS. EPHRATA PERFORMING ARTS CENTER 320 COCALICO STREET PO BOX 173 EPHRATA PA 17522 232126974 501(C)(3) 22830 DONOR-ADVISED GRANT FOR CHILDREN AND ARTS CAMPAIGN. FRIENDSHIP COMMUNITY 1149 EAST OREGON ROAD LITITZ PA 17543 231892383 501(C)(3) 10000 THE HEART OF FRIENDSHIP PROGRAM. FULTON OPERA HOUSE FOUNDATION 12 NORTH PRINCE STREET PO BOX 1865 LANCASTER PA 176081865 231631733 501(C)(3) 21291 BRIDGES PROGRAM; DESIGNATED FUNDS FOR GENERAL OPERATING SUPPORT. HERITAGE CENTER OF LANCASTER COUNTY PO BOX 417 LANCASTER PA 176080417 237293907 501(C)(3) 23057 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT; GRANT TO SUPPORT ORGANIZATIONAL RESTRUCTURING; GRANT TO SUPPORT HERITAGE CENTER KARNIVAL BALL. HOURGLASS FOUNDATION 123 NORTH PRINCE STREET LANCASTER PA 17603 232928408 501(C)(3) 5000 GRANT TO SUPPORT FIRST FRIDAY FORUMS. IMANI EDU-TAINERS AFRICAN DANCE COMPANY MULBERRY ART STUDIOS 21 NORTH MULBERRY STREET LANCASTER PA 17603 232844056 501(C)(3) 5000 GRANT TO SUPPORT AYA - IMANI EDU-TAINERS WEST AFRICAN DANCE FITNESS CAMPAIGN. KEYSTONE ART AND CULTURE CENTER 420 PEARL STREET LANCASTER PA 17603 880517508 501(C)(3) 5000 GRANT FOR YOUTH ARTS ADVISORY PANEL. LAMPETER-STRASBURG EDUCATIONAL FOUNDATION 1600 BOOK ROAD PO BOX 428 LAMPETER PA 17537 232794796 501(C)(3) 10000 DONOR-ADVISED FUND FOR A SCHOLARSHIP PROGRAM. LANCASTER AREA HABITAT FOR HUMANITY 443 FAIRVIEW AVENUE LANCASTER PA 17603 232414585 501(C)(3) 25898 GRANT TO SUPPORT CREATING TRANSFORMATIONAL PARTNERSHIPS FOR HOLISTIC COMMUNITY DEVELOPMENT. LANCASTER COUNTY CONSERVANCY 117 SOUTH WEST END AVE PO BOX 716 LANCASTER PA 176080716 237046908 501(C)(3) 226817 GRANT TO SUPPORT WELSH MOUNTAIN NATURE PRESERVE ACCESS PLANNING AND IMPLEMENTATION; GRANT TO SUPPORT BUILDING SUSTAINABILITY THROUGH ENGAGEMENT OF THE WHOLE COMMUNITY; GRANT TO SUPPORT POSSIBLE MERGER WITH LIVE GREEN; DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. LANCASTER COUNTY COUNCIL OF CHURCHES 344 NORTH MARSHALL STREET LANCASTER PA 17602 231429852 501(C)(3) 8000 GRANT TO SUPPORT CAPACITY BUILDING FOR LANCASTER COUNTY COUNCIL OF CHURCHES. LANCASTER COUNTY WORKFORCE INVESTMENT BOARD 313 WEST LIBERTY STREET SUITE 114 LANCASTER PA 17603 232147355 501(C)(3) 28000 GRANT TO SUPPORT PLATINUM SPONSORSHIP OF 12TH ANNUAL WORKFORCE SUMMIT GRANT TO SUPPORT STUDENTS UNITED; GRANT TO SUPPORT IMPLEMENTING A SOCIAL ENTERPRISE NETWORK IN LANCASTER COUNTY; GRANT TO SUPPORT 4TH ANNUAL LANCASTER EDUCATION FORUM. LANCASTER DAY CARE CENTER 150 SOUTH QUEEN STREET LANCASTER PA 17603 231352350 501(C)(3) 61424 READY, SET, READ PROGRAM GRANT; DESIGNATED GRANT FOR GENERAL SUPPORT. LANCASTER FARMLAND TRUST 125 LANCASTER AVENUE STRASBURG PA 17579 204233446 501(C)(3) 96000 NONPROFIT SUSTAINABILITY MATCHING FUND; GRANT TO SUPPORT FELLOWSHIP FOR KAREN MARTYNICK; GRANT TO SUPPORT SEED TO TABLE: CONNECTING PEOPLE TO FARMS THAT FEED THEM. LANCASTER THEOLOGICAL SEMINARY 555 WEST JAMES STREET LANCASTER PA 176032830 231353386 501(C)(3) 50000 GRANT TO SUPPORT CAPITAL CAMPAIGN. LANCASTER-LEBANON EDUCATION FOUNDATION 1020 NEW HOLLAND AVENUE LANCASTER PA 17601 134281183 501(C)(3) 30000 GRANT TO SUPPORT LANCASTER-LEBANON VIRTUAL SOLUTIONS. LANCASTERHISTORYORG 230 NORTH PRESIDENT AVENUE LANCASTER PA 176033125 231365154 501(C)(3) 59448 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT; GRANT TO SUPPORT DUNLAP 50TH BIRTHDAY; GRANT TO SUPPORT CAPITAL CAMPAIGN. LITERACY COUNCIL OF LANCASTER-LEBANON 38 WEST KING STREET LANCASTER PA 17603 232373136 501(C)(3) 20008 NONPROFIT SUSTAINABILITY MATCHING FUND. LUTHER ACRES 600 EAST MAIN STREET LITITZ PA 17543 231365374 501(C)(3) 10648 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. MAYOR'S OFFICE OF SPECIAL EVENTS 120 NORTH DUKE STREET LANCASTER PA 17602 208357683 501(C)(3) 37000 GRANT TO SUPPORT MAYOR'S OFFICE OF SPECIAL EVENTS FEE FOR SERVICE PROJECT; GRANT TO SUPPORT INTEGRATION OF WEBSITES. MILANOF-SCHOCK LIBRARY 1184 ANDERSON FERRY ROAD MOUNT JOY PA 175521426 236391863 501(C)(3) 5000 GRANT TO SUPPORT FELLOWSHIP FOR DEBRA M. ROSSER-HOGBEN. MILLERSVILLE UNIVERSITY 207 NORTH GEORGE STREET MILLERSVILLE PA 17551 232397926 501(C)(3) 10000 GRANT TO SUPPORT LATINO ARTS COLLABORATIVE AT MILLERVILLE UNIVERSITY. MUSIC FOR EVERYONE 42 N PRINCE STREET LANCASTER PA 17603 202997260 501(C)(3) 5650 GRANT TO SUPPORT E. DUNLAP BIRTHDAY; GRANT TO SUPPORT KEYS FOR THE CITY - KEYS CHALLENGE 2011. NEW CHOICES CAREER DEVELOPMENT CENTER 110 NORTH LIME STREET LANCASTER PA 17601 020649256 501(C)(3) 5000 GRANT TO SUPPORT FELLOWSHIP FOR TRICIA CLEAVES. NORTH MUSEUM OF NATURAL HISTORY & SCIENCE 400 COLLEGE AVENUE LANCASTER PA 176033393 232716461 501(C)(3) 10329 GRANT TO SUPPORT THE NORTH MUSEUM: A MAP TO THE FUTURE; DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. PA COLLEGE OF ART & DESIGN 204 N PRINCE STREET PO BOX 59 LANCASTER PA 176080059 232215278 501(C)(3) 147428 NONPROFIT SUSTAINABILITY MATCHING FUND. PRESBYTERIAN SENIOR LIVINGLONG HOME ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 251645065 501(C)(3) 12680 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. ROCK FORD FOUNDATION 881 ROCK FORD ROAD LANCASTER PA 17608 236050849 501(C)(3) 10166 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. SALEM UNITED CHURCH 2312 MARIETTA AVENUE LANCASTER PA 17603 231614212 501(C)(3) 20582 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. SALVATION ARMY 131 SOUTH QUEEN STREET LANCASTER PA 17603 235562351 501(C)(3) 6180 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. SERTOMA CLUB OF LANCASTER PO BOX 1061 LANCASTER PA 176081061 236447642 501(C)(3) 10000 GRANT TO SUPPORT HEARING HEALTH EDUCATION THROUGH INTERACTIVE VIDEO GAMING. SOLANCO FOUNDATION 121 SOUTH HESS STREET QUARRYVILLE PA 17566 232904656 501(C)(3) 44663 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. SOUTHEAST LANCASTER HEALTH SERVICES 333 NORTH ARCH STREET PO BOX 598 LANCASTER PA 176080598 232160896 501(C)(3) 10000 GRANT TO SUPPORT SELHS STRATEGIC PLANNING WITH NEW CEO. SPANISH AMERICAN CIVIC ASSOCIATION 545 PERSHING AVE LANCASTER PA 17602 237319993 501(C)(3) 12700 GRANT TO SUPPORT 2011 SHOUT CONFERENCE; GRANT TO SUPPORT 2011 STRATEGIC PLANNING FOR THREE SACA ORGANIZATIONS. SUSQUEHANNA ASSOCIATION FOR THE BLIND 244 NORTH QUEEN STREET LANCASTER PA 17603 231352349 501(C)(3) 6751 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. TABOR COMMUNITY SERVICES INC 308 EAST KING STREET PO BOX 1676 LANCASTER PA 176081676 231731792 501(C)(3) 142860 GRANT FOR GENERAL OPERATING SUPPORT FOR BETH SHALOM PROGRAM; NON-PROFIT SUSTAINABILITY MATCHING FUND; DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. THE JANUS SCHOOL 205 LEFEVER ROAD MOUNT JOY PA 17552 232578832 501(C)(3) 5000 GRANT TO SUPPORT CAPITAL CAMPAIGN. THEATRE FOR TRANSFORMATION 209 PEARL ST LANCASTER PA 17603 273419341 501(C)(3) 15000 GRANT TO SUPPORT THE SWEETER THE BERRY; GRANT TO SUPPORT BREAKING THROUGH: THEATRE FOR TRANSFORMATION'S STRATEGIC AND MARKETING PLAN. TRANSITIONAL LIVING CENTER 105 EAST KING STREET LANCASTER PA 17602 232367445 501(C)(3) 10219 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - WXPN 3025 WALNUT STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 5000 GRANT TO SUPPORT KIDS CORNER MUSIC FESTIVAL. UNITED DISABILITY SERVICES FOUNDATION 1901 OLDE HOMESTEAD LANE LANCASTER PA 17605 260504792 501(C)(3) 35000 GRANT TO SUPPORT UDS BENEVOLENT FUND FOR PERSONAL CARE SERVICES; GRANT TO SUPPORT UDS LEADERSHIP CERTIFICATION PROGRAM. WATER STREET MINISTRIES 210 SOUTH PRINCE ST PO BOX 7267 LANCASTER PA 17608 236004676 501(C)(3) 5089 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. WELSH MOUNTAIN MEDICAL AND DENTAL CENTER 584 SPRINGVILLE ROAD NEW HOLLAND PA 17557 231909490 501(C)(3) 9800 GRANT FOR HORSE AND BUGGY PROGRAM. YWCA LANCASTER 110 NORTH LIME STREET LANCASTER PA 17602 231352609 501(C)(3) 111195 GRANT TO SUPPORT CHAMBER EXPO DRAWING WINNER; DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT; GRANT TO SUPPORT YWCA LANCASTER'S "SETTING THE STAGE FOR CHILD SAFETY" PROGRAM; GRANT TO SUPPORT YWCA KEPLER HALL PERMANENT HOUSING FOR THE HOMELESS; GRANT TO SUPPORT YWCA STRATEGIC AND SUCCESSION PLANNING. 62 0 EDUCATIONAL SCHOLARSHIPS 26 43400 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE LANCASTER COUNTY COMMUNITY FOUNDATION MAINTAINS REGULAR REPORTING DOCUMENTS ON GRANTS EXCEEDING $5,000 MADE FROM FIELD OF INTEREST AND COMMUNITY IMPACT FUNDS. GRANTEE REPORTING OCCURS EVERY 180 DAYS FROM DATE OF BOARD APPROVAL UNTIL COMPLETION OF THE PROJECT AT WHICH TIME COMPLETION AND FINANCIAL REPORTS ARE DUE. INVOICES ARE REVIEWED TO VERIFY THAT FUNDS WERE SPENT IN ACCORDANCE WITH THE ORIGINAL BOARD-APPROVED GRANT PURPOSE AND/OR ORIGINATING FUND AGREEMENT. GRANTEE ELIGIBILITY, SELECTION PROCESS AND THE FOUNDATION'S INTENDED OUTCOMES ARE OUTLINED IN OUR GRANT GUIDELINES AVAILABLE PUBLICLY VIA THE FOUNDATION'S WEBSITE HTTP://WWW.LANCFOUND.ORG/GRANTS. HARD AND ELECTRONIC COPIES OF INFORMATION ARE MAINTAINED FOR AT LEAST SEVEN YEARS AFTER COMPLETION OF THE PROJECT. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW IS DELEGATED BY THE BOARD OF DIRECTORS TO THE FINANCE COMMITTEE. THE FORM 990 IS PROVIDED ELECTRONICALLY FOR REVIEW TO ALL BOARD MEMBERS AND MEMBERS OF THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS COMPLETED BY EACH BOARD, STAFF AND VOLUNTEER MEMBER AT LEAST ANNUALLY. THE PROGRAM DEPARTMENT REVIEWS THE CONFLICT OF INTEREST STATEMENTS PRIOR TO BOARD MEETINGS AT WHICH A GRANT VOTE WILL TAKE PLACE IN ORDER TO IDENTIFY KNOWN CONFLICTS. THE CHAIRMAN OF THE BOARD OF DIRECTORS MAKES A VERBAL REQUEST FOR SELF-IDENTIFICATION OF ADDITIONAL CONFLICTS OF INTEREST PRIOR TO DISCUSSION AND VOTING ON ANY ITEMS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER IS DETERMINED ACCORDING TO THE FOUNDATION'S POLICY, WHICH INCLUDES DELEGATION OF THE PROCESS TO A COMMITTEE OF BOARD MEMBERS AND INDEPENDENT COMMUNITY MEMBERS, REVIEW OF COMPARABILITY DATA, AND CONSULTATION OF AN INDEPENDENT HUMAN RESOURCES CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE, BY MAIL UPON REQUEST, AND ARE PUBLISHED IN A NEWSLETTER OR ANNUAL REPORT AT LEAST ANNUALLY. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,467,167. 990, PART XII, LINE 2C THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. LANCASTER COUNTY FOUNDATION 24 WEST KING STREET SUITE 201 LANCASTER PA 17603 236419120 DISTRIBUTION OF INCOME FROM RESPECTIVE TRUSTS TO SUPPORTING ORGS PA 501(C)(3) 509(A)(3) - TYPE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0