2011-10-14T08:15:42-05:00 2010-12-31 REINSEL KUNTZ LESHER LLP PO BOX 8408 LANCASTER PA 176048408 990 2010-01-01 200874857 LANCASTER COUNTY COMMUNITY FOUNDATION LANC 7173971629 53 WEST JAMES STREET SUITE 101 LANCASTER PA 176033046 SAMUEL J BRESSI 7173971629 2011-10-05 1 MARK S ZETTLEMOYER CPA 7173945666 2010 2016-03-07 17:11:31Z SAMUEL J BRESSI 53 WEST JAMES STREET SUITE 101 LANCASTER PA 176033046 7057478 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 FUTURE GENERATIONS. 11 11 10 113 0 0 4395611 2405565 0 0 -1128278 869226 0 4299 3267333 3279090 1637223 1888011 0 0 570687 582090 0 0 398180 450855 652431 2658765 3122532 608568 156558 32573923 35761222 1560045 1780488 31013878 33980734 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 FUTURE GENERATIONS. 0 0 2515620 1888011 THE LANCASTER COUNTY COMMUNITY FOUNDATION SERVED LANCASTER COUNTY RESIDENTS IN 2010 BY PROVIDING FUNDS FOR ORGANIZATIONS AND PROGRAMS THROUGH ITS "GRANTMAKING PROGRAM" AND ITS "AREA OF OPPORTUNITY" INVESTMENTS. THE COMMUNITY FOUNDATION AWARDED A TOTAL OF $1,888,011 IN GRANT DOLLARS TO COMMUNITY ORGANIZATIONS IN 2010. 87% OF THESE DOLLARS, IN ADDITION TO $502,014 IN NON-GRANT ALLOCATIONS AND EXPENSES, WERE INVESTED THROUGH GRANTMAKING PROGRAMS TO THE COMMUNITY SOCIAL BENEFIT ORGANIZATIONS IN THE FORM OF 169 GRANTS. SUCH GRANTS CAME FROM DONOR ADVISED FUNDS, SCHOLARSHIP FUNDS, FIELD OF INTEREST FUNDS, AND AGENCY FUNDS. ADDITIONALLY, FUNDS WERE INVESTED INTO PROGRAMS THAT SUPPORTED THE EFFORTS OF NONPROFIT ORGANIZATIONS TO START ENDOWMENT FUNDS AT THE COMMUNITY FOUNDATION AND PROGRAMS THAT INCENTIVIZED THE ACQUISITION OF MATCHING DOLLARS TO SUPPORT THE LONG-TERM SUSTAINABILITY OF SOCIAL BENEFIT ORGANIZATIONS IN OUR COMMUNITY. THE REMAINING 13% OF GRANT DOLLARS (21 GRANTS), ENHANCED BY AN ADDITIONAL $125,595 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, AND "CREATING EXTRAORDINARY COMMUNITY THROUGH THE ARTS," WHICH SUPPORTS THE COLLABORATIVE WORK OF LOCAL ARTS ORGANIZATIONS AS A MEANS TO PROMOTE ECONOMIC DEVELOPMENT IN THE COUNTY. 2515620 1 1 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 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 1 5 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 53 WEST JAMES STREET STE 101 LANCASTER PA 176033046 JILL M CARSON 1.00 X X 0 0 0 JAN L BERGEN 1.00 X X 0 0 0 THOMAS P DAUTRICH 1.00 X X 0 0 0 BENJAMIN H ATWATER 1.00 X X 0 0 0 JENNIFER CRAIGHEAD 1.00 X 0 0 0 ELIZABETH DUNLAP 1.00 X 0 0 0 BUDDY GLOVER 1.00 X 0 0 0 TIMOTHY J ROSCHEL SR 1.00 X 0 0 0 LINDA PORR SWEENEY 1.00 X 0 0 0 KAE GROSHONG WAGNER 1.00 X 0 0 0 PHILIP R WENGER 1.00 X 0 0 0 SAMUEL BRESSI 40.00 X 124615 0 4985 LISA HOSTLER 40.00 X 74094 0 2964 198709 0 7949 1 0 0 0 0 2405565 2405565 722689 722689 3924925 3778388 146537 146537 146537 MISCELLANEOUS REVENUE 900099 4299 4299 4299 3279090 4299 0 869226 1888011 1888011 206658 94443 40711 71504 286472 120976 60417 105079 51967 22381 11117 18469 36993 16145 7599 13249 14548 291 12385 1872 51072 25177 2715 23180 109244 109244 1422 621 296 505 65767 433 110 65224 60264 23282 9992 26990 12560 6146 2395 4019 49205 21635 9950 17620 22966 7987 10150 4829 24145 6027 6666 11452 30391 13608 5704 11079 10813 4757 2271 3785 SPECIAL PROJECTS 127814 127814 0 0 REPAIRS AND MAINTENANCE 18172 7924 3804 6444 BANK AND ADMINISTRATIVE 15137 1693 12065 1379 TELEPHONE 8841 2607 3306 2928 DUES & SUBSCRIPTIONS 8563 3967 1631 2965 21507 10451 5448 5608 3122532 2515620 208732 398180 2761625 2690095 24953 14075 125406 101628 54169 23778 23918087 26440308 4902545 5518667 912544 1074299 32573923 35761222 47751 46969 1121599 1151989 390695 581530 1560045 1780488 X 31013878 33980734 31013878 33980734 32573923 35761222 X 156558 2810298 X X 0 1 1 X 0 X 3555257 5229049 1737003 4395611 2405565 17322485 3555257 5229049 1737003 4395611 2405565 17322485 4129644 13192841 748080 1776169 1541496 618815 722689 5407249 549273 397375 438090 4299 1389037 24118771 0.54700 0.55820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 20247 277304 3140291 1 1 125406 101628 23778 23778 COMMONFUND INSTITUTIONAL CORE EQUITY FUND 1928245 F COMMONFUND HEDGED FUND 1209168 F COMMONFUND INSTITUTIONAL MULTI-STRATEGY COMMODITIES FUND, LTD 1490014 F COMMONFUND REALTY INVESTORS LLC 34881 F COMMONFUND GLOBAL DISTRESSED INVESTORS, INC. 856359 F 5518667 LIABILITY TO RESOURCE PROVIDERS 538424 CHARITABLE GIFT ANNUITY 43106 581530 3279090 3122532 156558 2810298 2810298 2966856 6089388 2810298 2810298 3279090 0 3279090 3122532 0 3122532 0 3122532 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. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 1 A WOMAN'S CONCERN 616 NORTH DUKE STREET LANCASTER PA 17602 231978059 501(C)(3) 5000 DONOR-ADVISED FUND FOR GENERAL OPERATING SUPPORT. AMERICAN HEART ASSOCIATION 610 COMMUNITY WAY LANCASTER PA 17603 135613797 501(C)(3) 7898 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. COMMUNITY FIRST FUND 30 WEST ORANGE STREET PO BOX 524 LANCASTER PA 176080599 232689714 501(C)(3) 25000 FELLOWSHIP GRANT TO PROMOTE PERSONAL AND PROFESSIONAL DEVELOPMENT; STRATEGIC PLANNING GRANT. 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 PO BOX 599 LANCASTER PA 176080599 231667311 501(C)(3) 25379 GRANT TO SUPPORT FUND AND VOLUNTEER DEVELOPMENT ASSISTANCE FOR CONTACT PROGRAM; EMERGENCY HOME HEATING; FELLOWSHIP GRANT TO PROMOTE PERSONAL AND PROFESSIONAL DEVELOPMENT. COMPASS MARK 630 JANET AVENUE LANCASTER PA 17601 236444556 501(C)(3) 81000 SUSTAINABILITY MATCHING FUND GRANT. LANCASTER COUNTY COUNCIL OF CHURCHES 344 NORTH MARSHALL STREET LANCASTER PA 17602 231429852 501(C)(3) 100000 FUNDING TO IMPLEMENT WHEELS TO WORK PROGRAM. DIAMOND STREET EARLY CHILDHOOD CENTER 1311 DIAMOND STREET SUITE A AKRON PA 17501 231719198 501(C)(3) 20000 EXPLORE OPPORTUNITIES FOR EARLY CHILDCARE SHARED SERVICES. ELIZABETHTOWN COLLEGE ALPHA HALL ROOM 100 ELIZABETHTOWN PA 170222298 231352632 501(C)(3) 177000 DONOR-ADVISED GRANT FOR OPERATING SUPPORT FOR S. DALE HIGH CENTER FOR FAMILY BUSINESS; REPLACEMENT OF FIRE ALARM SYSTEM AND BUILDING MAINTENANCE AT THE HIGH LIBRARY; SCHOLARSHIP FOR LANCASTER COUNTY STUDENT. EPHRATA PERFORMING ARTS CENTER 320 COCALICO STREET PO BOX 173 EPHRATA PA 17522 232126974 501(C)(3) 38153 DONOR-ADVISED GRANT FOR CHILDREN AND ARTS CAMPAIGN. FULTON OPERA HOUSE FOUNDATION 12 NORTH PRINCE STREET PO BOX 1865 LANCASTER PA 176081865 231631733 501(C)(3) 105961 BRIDGES PROGRAM; ACCESS TO THE ARTS PROGRAM; NON-PROFIT SUSTAINABILITY MATCHING FUND GRANT, DONOR-ADVISED FUND GRANT FOR BUILDING MAINTENANCE; DESIGNATED FUNDS FOR GENERAL OPERATING SUPPORT. GOOD SCHOOLS PA 20 E CLAY STREET LANCASTER PA 17602 233075749 501(C)(3) 5000 FUNDS TO SPONSOR BUILDING ONE PENNSYLVANIA SUMMIT. HERITAGE CENTER OF LANCASTER COUNTY 13 WEST KING STREET LANCASTER PA 176033813 237293907 501(C)(3) 9434 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. HOURGLASS FOUNDATION 123 NORTH PRINCE STREET LANCASTER PA 17603 232928408 501(C)(3) 7000 GRANT TO SUPPORT FIRST FRIDAY NOONTIME FORUMS; GRANT TO SUPPORT PUBLIC FORUM ON PUBLIC EDUCATION IN PENNSYLVANIA. JANUS SCHOOL 205 LEFEVER ROAD MOUNT JOY PA 17552 232578832 501(C)(3) 5000 CAPITAL CAMPAIGN. LANCASTER COUNTY CONSERVANCY 117 SOUTH WEST END AVE PO BOX 716 LANCASTER PA 176080716 237046908 501(C)(3) 160561 GRANT TO ENGAGE COMMUNITY SUPPORT AT WELSH MOUNTAIN NATURE PRESERVE; GRANT TO ACQUIRE FINAL PROPERTY AT WELSH MOUNTAIN NATURE PRESERVE; NON-PROFIT SUSTAINABILITY MATCHING FUND GRANT; DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. LANCASTER DAY CARE CENTER 150 SOUTH QUEEN STREET LANCASTER PA 17603 231352350 501(C)(3) 72025 NON-PROFIT SUSTAINABILITY MATCHING FUND GRANT; READY, SET, LEARN PROGRAM GRANT; DESIGNATED GRANT FOR GENERAL SUPPORT. LANCASTER PUBLIC LIBRARY 125 NORTH DUKE STREET LANCASTER PA 176022883 231352351 501(C)(3) 30108 GRANT TO HIGHLIGHT CULTURAL DIVERSITY; CAPACITY BUILDING GRANT FOR STRATEGIC PLANNING; GRANT TO REPAIR INFRASTRUCTURE, DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. LANCASTER MUSEUM OF ART 135 NORTH LIME STREET LANCASTER PA 17602 231990300 501(C)(3) 35000 CAPACITY BUILDING GRANT FOR WEBSITE REDESIGN; DONOR-ADVISED GRANTS FOR GENERAL OPERATING SUPPORT. LANCASTER SYMPHONY ORCHESTRA 226 NORTH ARCH STREET LANCASTER PA 17603 236299058 501(C)(3) 166237 GRANT FOR MUSIC DISCOVERY PROGRAM; NON-PROFIT SUSTAINABILITY MATCHING FUND GRANT; DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. LANCASTERHISTORYORG 230 NORTH PRESIDENT AVENUE LANCASTER PA 176033125 231365154 501(C)(3) 7613 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. LEADERSHIP LANCASTER 100 SOUTH QUEEN STREET PO BOX 1558 LANCASTER PA 176081558 222608944 501(C)(3) 7000 GRANT FOR MARKETING SUPPORT OF THE BOARD LEADERSHIP ACADEMY. MILAGRO HOUSE INC 320 SOUTH CHRISTIAN STREET LANCASTER PA 17603 232954000 501(C)(3) 19500 CAPACITY BUILDING GRANT FOR STRATEGIC PLANNING. LONGHOMEPRESBYTERIAN SENIOR LIVING ONE TRINITY DRIVE EAST STE 201 DILLSBURG PA 17019 231381404 501(C)(3) 12413 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. LUTHER ACRES 600 EAST MAIN STREET LITITZ PA 17543 231365374 501(C)(3) 17670 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. MILLERSVILLE UNIVERSITY 207 NORTH GEORGE STREET MILLERSVILLE PA 17551 232397926 501(C)(3) 7600 FUNDING TO LAUNCH MEASURING SUCCESS CONSORTIUM; SCHOLARSHIP GRANTS FOR STUDENTS. MOOSE 120 NORTH DUKE STREET LANCASTER PA 17602 208357683 501(C)(3) 8500 CAPACITY BUILDING GRANT FOR STRATEGIC PLANNING. OCCUPATIONAL DEVELOPMENT CENTER 640 MARTHA AVENUE LANCASTER PA 17601 231387120 501(C)(3) 5724 ENDOWMENT FUND DISTRIBUTION. POWER PACKS PROJECT 15 LEAMAN ROAD LANCASTER PA 17603 263009024 501(C)(3) 20000 CAPACITY BUILDING GRANT TO DEVELOP AFFILIATE PROGRAM. ROCK FORD FOUNDATION 881 ROCK FORD ROAD LANCASTER PA 17608 236050849 501(C)(3) 9487 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. SALEM UNITED CHURCH 2312 MARIETTA AVENUE LANCASTER PA 17603 231614212 501(C)(3) 20585 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. SOLANCO FOUNDATION 121 SOUTH HESS STREET QUARRYVILLE PA 17566 232904656 501(C)(3) 49944 DESIGNATED GRANTS FOR SCHOLARSHIPS FOR SOLANCO HIGH SCHOOL STUDENTS. SOUTHEAST LANCASTER HEALTH SERVICES 625 SOUTH DUKE STREET PO BOX 598 LANCASTER PA 176080598 232160896 501(C)(3) 20000 CAPACITY BUILDING GRANT FOR COLLABORATIVE GRANT WRITING OFFICE. TABOR COMMUNITY SERVICES 308 EAST KING STREET PO BOX 1676 LANCASTER PA 176081676 231731792 501(C)(3) 58483 GRANT FOR GENERAL OPERATING SUPPORT FOR BETH SHALOM PROGRAM; FELLOWSHIP GRANT FRO PERSONAL AND PROFESSIONAL DEVELOPMENT; NON-PROFIT SUSTAINABILITY MATCHING FUND; CAPACITY BUILDING GRANTS FOR STRATEGIC PLANNING; DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. SUSQUEHANNA ASSOCIATION FOR THE BLIND AND VISION IMPAIRED 244 NORTH QUEEN STREET LANCASTER PA 17603 231352349 501(C)(3) 7345 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. TRANSITIONAL LIVING CENTER 105 EAST KING STREET LANCASTER PA 17602 232367445 501(C)(3) 11458 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. WATER STREET MINISTRIES 210 SOUTH PRINCE ST PO BOX 7267 LANCASTER PA 17608 236004676 501(C)(3) 44698 CAPACITY BUILDING GRANT FOR TEACHING SPANISH LANGUAGE; DIGITAL RADIOLOGY SOFTWARE GRANT; DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. YWCA LANCASTER 110 NORTH LIME STREET LANCASTER PA 17602 231352609 501(C)(3) 77640 GRANT FOR THE SWEETER THE BERRY PROGRAM; PROJECT RIGHT TRACK PROGRAM; GRANT FOR SHARED SERVICES AMONG PROVIDERS OF SUPPORT TO DOMESTIC VIOLENCE/SEXUAL ASSAULT VICTIMS; DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT; RACIAL JUSTICE INSTITUTE PROGRAM. AARON'S ACRES DAY CAMP 102 WHITE OAK ROAD LANCASTER PA 17601 113820295 501(C)(3) 5000 GRANT TO ENHANCE COMMUNITY OUTREACH. AMERICAN CANCER SOCIETY - PENNSYLVANIA DIVISION INC 314 GOOD DRIVE LANCASTER PA 17603 131788491 501(C)(3) 7379 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. AMERICAN LUNG ASSOCIATION 3001 OLD GETTYSBURG ROAD CAMP HILL PA 17011 251825116 501(C)(3) 7460 DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. DELAWARE VALLEY GOLDEN RETRIEVER RESCUE 60 VERA CRUZ ROAD REINHOLDS PA 175699713 232775413 501(C)(3) 5488 AGENCY FUND DISTRIBUTIONS. FRIENDSHIP COMMUNITY 1149 EAST OREGON ROAD LITITZ PA 17543 231892383 501(C)(3) 10000 THE HEART OF FRIENDSHIP PROGRAM. HOSPICE OF LANCASTER 685 GOOD DRIVE PO BOX 4125 LANCASTER PA 176044125 232122735 501(C)(3) 18197 CAPACITY BUILDING GRANT FOR SUCCESSION PLANNING; DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. JAMES STREET IMPROVEMENT DISTRICT 354 NORTH PRINCE STREET SUITE 110 LANCASTER PA 17603 710927742 501(C)(3) 18000 CAPACITY BUILDING GRANT FOR DEVELOPMENT PLANNING. KEYSTONE ART AND CULTURE CENTER 420 PEARL STREET LANCASTER PA 17603 880517508 501(C)(3) 31300 GRANT FOR YOUTH ART PROGRAM. LAMPETER-STRASBURG EDUCATIONAL FOUNDATION 1600 BOOK ROAD PO BOX 428 LAMPETER PA 17537 232794796 501(C)(3) 15000 DONOR-ADVISED FUND FOR A SCHOLARSHIP PROGRAM. LANCASTER CHAMBER OF COMMERCE 100 SOUTH QUEEN STREET PO BOX 1558 LANCASTER PA 176081558 232095463 501(C)(3) 5000 FELLOWSHIP GRANT TO PROMOTE PERSONAL AND PROFESSIONAL DEVELOPMENT. LANCASTER COMMUNITY SAFETY COALITION 262 CONESTOGA STREET PO BOX 1591 LANCASTER PA 176081591 200123222 501(C)(3) 5000 FELLOWSHIP GRANT TO PROMOTE PERSONAL AND PROFESSIONAL DEVELOPMENT. LANCASTER COUNTY MEDICAL FOUNDATION 480 NEW HOLLAND AVE SUITE 820 LANCASTER PA 17602 260499498 501(C)(3) 20000 CAPACITY BUILDING GRANT FOR DEVELOPMENT PLANNING. QUARRYVILLE BOROUGH 300 SAINT CATHERINE STREET QUARRYVILLE PA 17566 MUNICIPALITY 5725 DESIGNATED FUND FOR HUFFNAGLE PARK MAINTENANCE. S JUNE SMITH CENTER 600 EDEN ROAD BUILDING 1 LANCASTER PA 17601 231728154 501(C)(3) 19500 CAPACITY BUILDING GRANT FOR UPDATED INSTRUCTIONAL TECHNOLOGY. SALVATION ARMY 131 SOUTH QUEEN STREET LANCASTER PA 17603 235562351 501(C)(3) 6740 DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT. UNITED DISABILITY SERVICES FOUNDATION 1901 OLDE HOMESTEAD LANE LANCASTER PA 17605 260504792 501(C)(3) 20000 GRANT TO SUPPORT YOUR WAY OF LIVING RESOURCE CENTER; ENDOWMENT MATCHING GRANT. UNITED WAY OF LANCASTER COUNTY 630 JANET AVENUE LANCASTER PA 17601 231352093 501(C)(3) 15131 FELLOWSHIP GRANT FOR PERSONAL AND PROFESSIONAL DEVELOPMENT; DESIGNATED GRANT FOR GENERAL OPERATING SUPPORT; GRANT FOR PARTNERSHIP FOR PUBLIC HEALTH. WELSH MOUNTAIN MEDICAL AND DENTAL CENTER 584 SPRINGVILLE ROAD NEW HOLLAND PA 17557 231909490 501(C)(3) 50000 GRANT FOR HORSE AND BUGGY PROGRAM. YWCA FOUNDATION 265 HARRISBURG AVENUE LANCASTER PA 17603 232224471 501(C)(3) 75921 GRANT FOR 3-YEAR ENDOWMENT BUILDING CAMPAIGN; ENDOWMENT MATCHING GRANT; DESIGNATED GRANTS FOR GENERAL OPERATING SUPPORT. 57 0 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.LANCASTERCOUNTYFOUNDATION.ORG/PROGRAMINITIATIVES. HARD AND ELECTRONIC COPIES OF INFORMATION ARE MAINTAINED FOR AT LEAST SEVEN YEARS AFTER COMPLETION OF THE PROJECT. JILL M CARSON BOARD CHAIRMAN JILL CARSON, CHAIRMAN OF THE BOARD, IS PRESIDENT OF FULTON MORTGAGE, A DIVISION OF FULTON BANK AND FULTON FINANCIAL, BOTH OF WHICH ARE USED BY THE ORGANIZATION FOR FINANCIAL SERVICES. 0 PHILIP WENGER BOARD MEMBER PHILIP WENGER, BOARD MEMBER, IS THE OWNER OF ISAACS DELI, WHICH IS A FOOD VENDOR FOR SOME OF THE ORGANIZATION'S MEETINGS. 0 JENNIFER CRAIGHEAD BOARD MEMBER JENNIFER CRAIGHEAD, BOARD MEMBER, IS A PARTNER AT BARLEY SNYDER, A LAW FIRM THAT THE ORGANIZATION OCCASIONALLY EMPLOYS FOR LEGAL ADVICE. 0 X 1 35498 NET REAL VAL @ SALE 0 0 1 0 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 GAINS ON INVESTMENTS: 2,810,298. 990, PART XI, 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 53 WEST JAMES STREET STE 101 LANCASTER PA 176033046 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