2011-11-10T09:15:11-06:00 2010-12-31 REINSEL KUNTZ LESHER LLP 1601 SOUTH QUEEN STREET YORK PA 174034630 990 2010-01-01 236299868 YORK COUNTY COMMUNITY FOUNDATION YORK 7178483733 14 WEST MARKET STREET YORK PA 174011617 HENRY CHRIST 7178483733 2011-10-14 1 AMY GOHN ANSTINE 7178433804 2011-10-14 2010 2016-03-07 17:11:31Z HENRY CHRIST 14 WEST MARKET STREET YORK PA 174011617 26535433 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 27 11 259 0 0 1719269 2767719 62668 87992 -1591303 1054887 -11337 -12518 179297 3898080 2385942 3010306 0 0 645442 703570 0 0 251460 419479 316335 3450863 4030211 -3271566 -132131 61054073 66688773 11863373 12549635 49190700 54139138 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 2250876 1923803 0 YORK COUNTY COMMUNITY FOUNDATION'S GRANTMAKING PROGRAM REACHES BROADLY ACROSS ALL CHARITABLE SECTORS SERVING YORK COUNTY PENNSYLVANIA, AS EVIDENCED BY THE OVER 200 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. 279841 279841 0 POST SECONDARY SCHOLARSHIPS TO 132 INDIVIDUALS IN THE U.S. THROUGH GRANTS TO EDUCATIONAL INSTITUTIONS. 159357 147500 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. 676500 659162 0 AGRICULTURE & LAND PRESERVATION - GRANTS $51,000 & TOTAL EXPENSES $52,461 ENERGY CONSERVATION - GRANTS $72,510 & TOTAL EXPENSES $72,917HAHN HOME FUND FOR WOMEN - GRANTS $296,500 & TOTAL EXPENSES $311,970WEYER COMMUNITY HEALTH - GRANTS $93,608 & TOTAL EXPENSES $93,608PA EITC CREDIT PROGRAM SCHOLARSHIPS - GRANTS $145,544 & TOTAL EXPENSES $145,544 676500 659162 3366574 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 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 17 0 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 28 27 0 0 1 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 LARRY J MILLER 1.00 X 0 0 0 LORI O MITRICK 1.00 X 0 0 0 MICHAEL F O'CONNOR 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 FLOYD W WARNER 1.00 X 0 0 0 MORTON F ZIFFERER JR 1.00 X 0 0 0 FRANCES D WOLF 1.00 X 0 0 0 ANNE W KINSLEY 2.00 X X 0 0 0 R ERIC MENZER 2.00 X X 0 0 0 JAMES R ZARFOSS JR 1.00 X 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 WILLIAM R HARTMAN 55.00 X 143054 0 4797 GEORGE DVORYAK 45.00 X 78540 0 8746 221594 0 13543 1 0 0 0 0 2767719 122171 2767719 CHARITABLE TRUST FEES 525920 87992 87992 87992 1402631 1402631 20111 35924 -15813 -15813 -15813 22253685 22601429 -347744 -347744 -347744 3295 3295 3295 3898080 91287 0 1039074 2735965 2735965 274341 274341 242532 70692 109921 61919 361507 142949 111613 106945 14590 5123 4558 4909 37547 14434 11704 11409 47394 16923 17072 13399 39895 35657 1254 2984 10000 10000 13500 13500 834 834 42565 10941 23272 8352 24271 9130 7574 7567 40188 13230 16483 10475 3767 1569 809 1389 2559 1385 658 516 65302 65302 8411 735 7094 582 PROGRAMS 53407 30732 5448 17227 DUES AND ASSESSMENT 10160 2768 3605 3787 STAFF DEVELOPMENT 1476 1476 4030211 3366574 412177 251460 82510 87087 2253242 2253778 365141 287624 612479 363298 336159 249181 51118149 56973144 5698798 5546537 1200074 1291422 61054073 66688773 11098 19698 69600 10000 11782675 12519937 11863373 12549635 X 45483031 50338730 2900918 2958383 806751 842025 49190700 54139138 61054073 66688773 X -132131 5080569 X X 0 1 1 X 0 X 12283485 13366609 6066045 1719269 2767719 36203127 12283485 13366609 6066045 1719269 2767719 36203127 15601974 20601153 1075106 1526087 668774 1503682 1422741 6196390 65818 89730 78721 62668 91287 388224 42787741 388224 0.48150 0.53460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73 14 493340 418108 551218 526101 9511693 13449777 1 1 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 516241 277975 238266 96238 85323 10915 249181 50000 C LIGHTHOUSE DIVERSIFIED FUND 2368564 F FEDERAL ST OFFSHORE FUND 2332094 F OPTIMA FUND OFFSHORE MULTI-MANAGER 531232 F IVY/WACHOVIA MULTISTRATEGY FUND 92871 F MESIROW INST. MULTISTRATEGY FUND 171776 F 5546537 LIABILITY TO LIFE INCOME BENEFICIARIES UNDER TRUST AGREEMENTS 3609893 FUNDS HELD AS AGENCY ENDOWMENTS 8910044 12519937 3898080 4030211 -132131 4944115 136454 5080569 4948438 8703558 4944115 494109 5438224 3265334 632746 632746 3898080 3755120 35924 35924 3719196 311015 311015 4030211 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. PART X: THE FOUNDATION IS A TAX EXEMPT ORGANIZATION. ACCORDINGLY NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS REQUIRED. PART XI, LINE 8: REVENUE FROM CHARITABLE REMAINDER UNITRUSTS & POOLED INCOME FUNDS ($466,527) REVENUE FROM BENEFICIAL INTERESTS IN TRUSTS $35,274 CHANGE IN SPLIT INTEREST AGREEMENTS $454,229 AGENCY ENDOWMENT GIFTS ($169,890) AGENCY ENDOWMENT INVESTMENT INCOME ($27,647) AGENCY ENDOWMENT GRANT DISTRIBUTIONS $311,015 PART XII, LINE 2D: REVENUE FROM CHARITABLE REMAINDER UNITRUSTS $4,606 REVENUE FROM BENEFICIAL INTEREST IN TRUSTS $35,274 CHANGE IN SPLIT INTEREST AGREEMENTS $454,229 PART XII, LINE 4B: RENTAL EXPENSES ($35,924) AGENCY ENDOWMENT GIFTS $169,890 AGENCY ENDOWMENT INVESTMENT INCOME (LOSSES) EXCLUDED FROM F/S BY SFAS 136 $27,647 GIFTS FROM CHARITABLE REMAINDER TRUSTS $383,141 FEES FROM CHARITABLE REMAINDER UNITRUSTS $87,992 PART XIII, LINE 2D: RENTAL EXPENSES $35,924 PART XII, LINE 4B: GRANT DISTRIBUTIONS FOR AGENCY ENDOWMENTS EXCLUDED FROM F/S DUE TO SFAS NO 136 $311,015 1 AMERICAN ROAD & TRANSPORTATION BUILDERS ASSOCIATION 1219 28TH STREET NW WASHINGTON DC 20007 526283894 501(C)(3) 12000 GENERAL SUPPORT BYRNES HEALTH EDUCATION CENTER 515 SOUTH GEORGE STREET YORK PA 174012723 232588187 501(C)(3) 19134 GENERAL SUPPORT CAMPS NEWFOUND OWATONNA 4 CAMP NEWFOUND ROAD HARRISON ME 04040 042384391 501(C)(3) 13381 GENERAL SUPPORT CHILDREN'S AID SOCIETY 343 LINCOLNWAY WEST NEW OXFORD PA 17350 231429838 501(C)(3) 11662 GENERAL SUPPORT CHILDREN'S HOME OF YORK 77 SHOE HOUSE ROAD YORK PA 17406 231352081 501(C)(3) 17931 GENERAL SUPPORT CHRISTA MCAULIFFE SCHOLARSHIP FOUNDATION 601 MUNDIS MILL ROAD YORK PA 174069714 251622451 501(C)(3) 11208 GENERAL SUPPORT CITY OF YORK 50 WEST KING ST P O BOX 509 YORK PA 17405 236001908 CITY OF YORK 6800 CLEANING & WAXING OF CITY'S BRONZE MONUMENTS & YOUTH OUTREACH PROGRAM AT MARTIN LIBRARY COVENANT HOUSE P O BOX 731 TIMES SQUARE STATION NEW YORK NY 101080731 132725416 501(C)(3) 5000 GENERAL SUPPORT CRISPUS ATTUCKS ASSOCIATION 605 SOUTH DUKE STREET YORK PA 174033111 231365320 501(C)(3) 25275 GENERAL SUPPORT & SUPPORT OF EARLY CHILDHOOD CARE AND EDUCATION CULTURAL ALLIANCE OF YORK COUNTY 14 WEST MARKET STREET YORK PA 17401 232992925 501(C)(3) 44017 GENERAL SUPPORT, YORK COUNTY HONORS CHOIR, AND PUBLIC ART PROGRAM DALLASTOWN AREA DOLLARS FOR SCHOLARS 100 INDIAN SPRINGS ROAD RED LION PA 17356 411774747 501(C)(3) 7617 GENERAL SUPPORT DOWNTOWN INC 1 EAST MARKET STREET SUITE 202 YORK PA 17401 232411781 501(C)(3) 17890 GENERAL SUPPORT, CONCERT SERIES AND NEW DESTINATION GUIDE EASTERN YORK DOLLARS FOR SCHOLARS P O BOX 95 WRIGHTSVILLE PA 17368 911920812 501(C)(3) 4981 GENERAL SUPPORT FARM & NATURAL LANDS TRUST OF YORK COUNTY 156 NORTH GEORGE ST STE 300 YORK PA 17401 232612674 501(C)(3) 5076 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 225 EAST MARKET STREET YORK PA 17403 231355118 501(C)(3) 14723 GENERAL SUPPORT, ORGAN CAMPAIGN FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 330733602 592174510 501(C)(3) 6200 GENERAL SUPPORT FORSIGHT VISION 1380 SPAHN AVENUE YORK PA 17403 231365986 501(C)(3) 10446 DESIGNATED GRANT FOR GENERAL SUPPORT GETTYSBURG COLLEGE 300 NORTH WASHINGTON ST BOX 423 GETTYSBURG PA 17325 231352641 501(C)(3) 7195 ANNUAL FUND AND GENERAL SUPPORT GIRL SCOUTS IN THE HEART OF PENNSYLVANIA 350 HALE AVENUE HARRISBURG PA 17104 240795960 501(C)(3) 5686 GENERAL SUPPORT HANOVER AREA HISTORICAL SOCIETY 105 HIGH ST P O BOX 305 HANOVER PA 17331 236407016 501(C)(3) 61127 GENERAL SUPPORT OF WAREHIME/MYERS MANSION HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION MUMMA 260 ONE HAAC DR HARRISBURG PA 171109989 232353614 501(C)(3) 5000 OPPORTUNITY & ACCESS SCHOLARSHIP CAMPAIGN LANCASTER THEOLOGICAL SEMINARY 555 WEST JAMES STREET LANCASTER PA 17603 231353386 501(C)(3) 35004 GENERAL SUPPORT, CAPITAL CAMPAIGN AND YOUTH LEADERSHIP LEADERSHIP YORK 39 EAST KING STREET 1ST FLOOR YORK PA 17401 232139541 501(C)(3) 18500 FUTURE LEADERS YOUTH PHILANTHROPY PROGRAM LEG UP FARM INC 4880 NORTH SHERMAN STREET MOUNT WOLF PA 17347 232931834 501(C)(3) 5000 INSTALLATION OF ENERGY EFFICIENT STRATEGIES LOGOS ACADEMY PO BOX 1272 YORK PA 174051272 311520442 501(C)(3) 85100 GENERAL SUPPORT, CAPITAL CAMPAIGN LUTHERAN SOCIAL SERVICES OF SOUTH CENTRAL PA 1050 PENNSYLVANIA AVENUE YORK PA 17404 231476329 501(C)(3) 8023 GENERAL SUPPORT AND DOMESTIC VIOLENCE INTERVENTION PROGRAM FOR YOUTH/YOUNG ADULT MALES MAKE-A-WISH FOUNDATION OF SOUTH CENTRAL PA 2951 WHITEFORD ROAD SUITE 304 YORK PA 17402 232242738 501(C)(3) 6730 GENERAL SUPPORT MARGARET E MOUL HOME 2050 BARLEY ROAD YORK PA 174041557 232037566 501(C)(3) 6769 GENERAL SUPPORT MARTIN LIBRARY 159 EAST MARKET STREET YORK PA 17401 231352224 501(C)(3) 38092 GENERAL SUPPORT MEMORIAL HOSPITAL P O BOX 15118 YORK PA 17405 231265004 501(C)(3) 6528 GENERAL SUPPORT AND DIABETES PROGRAMMING MENTAL HEALTH AMERICA OF YORK AND ADAMS COUNTIES 36 SOUTH QUEEN STREET YORK PA 17403 231576691 501(C)(3) 5192 GENERAL SUPPORT MOUNT WOLF BOROUGH 345 CHESTNUT ST P O BOX 458 MOUNT WOLF PA 17347 231952738 MOUNT WOLF BOROUGH 7931 SUPPORT OF MOUNT WOLF ATHLETIC ASSOCIATION MT ZION UNITED CHURCH OF CHRIST 1054 RIDGEWOOD ROAD YORK PA 174021758 231884302 501(C)(3) 18448 GENERAL SUPPORT AND MISSION PROJECTS NEW BIRTH OF FREEDOM COUNCIL BOY SCOUTS OF AMERICA 2139 WHITE STREET YORK PA 174044940 231365194 501(C)(3) 20811 GENERAL SUPPORT AND MERGER OF BOY SCOUT COUNCILS NORTHEASTERN SCHOOL DISTRICT SCHOLARSHIP FOUNDATION 647 DELLINGER ROAD MOUNT WOLF PA 17347 411822799 501(C)(3) 4428 SCHOLARSHIP SUPPORT OLIVIA'S HOUSE - A GRIEF AND LOSS CENTER FOR CHILDREN 830 SOUTH GEORGE STREET YORK PA 17403 233100851 501(C)(3) 81428 GENERAL SUPPORT OTTERBEIN UNITED METHODIST CHURCH (MT WOLF) 131 CENTER ST P O BOX 386 MOUNT WOLF PA 17347 236277722 501(C)(3) 13043 GENERAL SUPPORT AND EARLY CHILDHOOD CARE AND EDUCATION PENN STATE COOPERATIVE EXTENSION - YORK COUNTY 112 PLEASANT ACRES ROAD YORK PA 17402 246000376 501(C)(3) 6000 PROFESSIONAL DEVELOPMENT PENN-MAR HUMAN SERVICES INC 310 OLD FREELAND ROAD MARYLAND LINE MD 21053 521590195 501(C)(3) 7435 GENERAL SUPPORT PENNSYLVANIA ENVIRONMENTAL COUNCIL 130 LOCUST STREET 200 HARRISBURG PA 17101 237286159 501(C)(3) 198410 ENERGY CONSERVATION AND CODORUS WATERSHED PROGRAMS PLANNED PARENTHOOD OF CENTRAL PENNSYLVANIA 728 SOUTH BEAVER ST P O BOX 1469 YORK PA 174051469 231580959 501(C)(3) 7766 GENERAL SUPPORT ROTARY CLUB OF YORK CHARITABLE ENDOWMENT FUND 48 EAST MARKET STREET YORK PA 174014630 232642321 501(C)(3) 17289 GENERAL SUPPORT AND SCHOLARSHIP FUND SOUTH WESTERN DOLLARS FOR SCHOLARS 225 BOWMAN ROAD HANOVER PA 17331 911889354 501(C)(3) 740 GENERAL SUPPORT SOUTHERN YORK COUNTY SCHOOLS DOLLARS FOR SCHOLARS 130 HAYWARD HEIGHTS GLEN ROCK PA 17327 232862892 501(C)(3) 17639 GENERAL SUPPORT SPRING GROVE AREA SCHOLARSHIP FOUNDATION P O BOX 66 SPRING GROVE PA 173620066 042296967 501(C)(3) 33604 GENERAL SUPPORT STEAM INTO HISTORY 221 WEST PHILADELPHIA STREET YORK PA 174012994 204755150 501(C)(3) 525266 GENERAL SUPPORT & STEAM ENGINE CONSTRUCTION PROJECT STRAND-CAPITOL PERFORMING ARTS CENTER 50 NORTH GEORGE STREET YORK PA 17401 232053382 501(C)(3) 35858 GENERAL SUPPORT, COLLABORATION WITH YORK SYMPHONY, THE ROSIES, THE BILL GOODLING TEACHER SCHOLARSHIP FUND P O BOX 564 YORK PA 17405 233042315 501(C)(3) 5133 GENERAL SUPPORT THE HAHN HOME 403 CHESTNUT HILL ROAD YORK PA 17402 231425032 501(C)(3) 296500 GENERAL SUPPORT THE JANUS SCHOOL 205 LEFEVER ROAD MOUNT JOY PA 17552 232578832 501(C)(3) 10000 CAPITAL CAMPAIGN UNITED WAY OF YORK COUNTY 800 EAST KING STREET YORK PA 17403 231352588 501(C)(3) 75988 GENERAL SUPPORT, FOCUS ON OUR FUTURE VNA HOME HEALTH - WELLSPAN 540 S GEORGE ST YORK PA 174012732 231352573 501(C)(3) 15633 GENERAL SUPPORT WEST YORK AREA DOLLARS FOR SCHOLARS 1785 RAINBOW CIRCLE YORK PA 17408 411855206 501(C)(3) 5650 GENERAL SUPPORT WILLIAM F GOODLING REGIONAL ADVANCED SKILLS CENTER 2101 PENNSYLVANIA AVENUE YORK PA 17404 233026434 501(C)(3) 10000 STRATEGIC ALLIANCE GRANT Y COMMUNITY DEVELOPMENT CORPORATION 90 NORTH NEWBERRY STREET YORK PA 17401 232921065 501(C)(3) 17000 STRATEGIC ALLIANCE GRANT YMCA OF YORK AND YORK COUNTY 90 NORTH NEWBERRY STREET YORK PA 17401 231352600 501(C)(3) 65387 GENERAL SUPPORT, URBAN NEIGHBORHOODS PROJECT, YOUTH PROGRAMS YORK AREA SPORTS NIGHT INC 190 ARSENAL ROAD YORK PA 17404 232856302 501(C)(3) 8666 GENERAL SUPPORT YORK BENEVOLENT ASSOCIATION PO BOX 5041 YORK PA 174055041 231353396 501(C)(3) 24926 GENERAL SUPPORT YORK CATHOLIC HIGH SCHOOL 601 EAST SPRINGETTSBURY AVENUE YORK PA 17403 231381037 501(C)(3) 5000 TUITION ASSISTANCE YORK CITY BUREAU OF HEALTH 435 W PHILADELPHIA ST YORK PA 174011035 236001908 CITY OF YORK 93608 GENERAL SUPPORT YORK CITY DOLLARS FOR SCHOLARS 1475 HUNTLEY CT YORK PA 17408 042296967 501(C)(3) 35269 GENERAL SUPPORT, SCHOLARSHIPS, YORK CITY SCHOLARS PROGRAM YORK CITY HUMAN RELATIONS COMMISSION 1 WEST MARKET STREET STE 30 YORK PA 174041231 236001908 CITY OF YORK 5663 PROFESSIONAL DEVELOPMENT YORK COLLEGE OF PENNSYLVANIA 441 COUNTRY CLUB ROAD YORK PA 174033651 231352698 501(C)(3) 60334 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) 7406 GENERAL SUPPORT AND SCHOLARSHIPS YORK COUNTY ALLIANCE FOR LEARNING 144 ROOSEVELT AVENUE YORK PA 17401 232605442 501(C)(3) 15000 STRATEGIC ALLIANCE GRANT YORK COUNTY CHAMBER FOUNDATION 96 SOUTH GEORGE STREET STE 300 YORK PA 174011433 232481811 501(C)(3) 14483 GENERAL SUPPORT YORK COUNTY COUNCIL OF CHURCHES 595 WEST MARKET ST P O BOX 1865 YORK PA 174051865 231413681 501(C)(3) 5698 GENERAL SUPPORT YORK COUNTY HERITAGE TRUST 250 EAST MARKET STREET YORK PA 174032013 231352323 501(C)(3) 35417 GENERAL SUPPORT, MAINTENANCE OF VARIOUS MUSEUM BUILDINGS YORK COUNTY LITERACY COUNCIL 800 EAST KING STREET STE 400 YORK PA 174031772 232088132 501(C)(3) 5104 GENERAL SUPPORT YORK COUNTY SPCA 3159 SUSQUEHANNA TRAIL NORTH YORK PA 17406 231399588 501(C)(3) 22132 GENERAL SUPPORT YORK DAY NURSERY 450 EAST PHILADELPHIA STREET YORK PA 174031622 231649205 501(C)(3) 7774 GENERAL SUPPORT YORK HEALTH FOUNDATION 912 SOUTH GEORGE STREET STE 1 YORK PA 174033700 233050192 501(C)(3) 17464 GENERAL SUPPORT, PARKINSON'S PROGRAMS, MEDICAL EDUCATION FUND, HOOVER MEDICAL LIBRARY YORK LITTLE THEATRE 27 SOUTH BELMONT STREET YORK PA 17403 231251224 501(C)(3) 6189 GENERAL SUPPORT YORK SUBURBAN DOLLARS FOR SCHOLARS 4226 WALTERS HATCHERY ROAD YORK PA 174088862 911912966 501(C)(3) 9273 GENERAL SUPPORT YORK SYMPHONY ASSOCIATION 50 NORTH GEORGE STREET YORK PA 17401 236298810 501(C)(3) 19433 GENERAL SUPPORT YORK TOWN CRAFT GUILD 639 NORTH FRANKLIN STREET YORK PA 17403 233096728 501(C)(3) 6350 GENERAL SUPPORT YORKCOUNTS 14 WEST MARKET STREET YORK PA 17401 262804411 501(C)(3) 51200 GENERAL SUPPORT, YORK ACADEMY REGIONAL CHARTER SCHOOL & PUBLIC SAFETY STUDY YWCA YORK 320 EAST MARKET STREET YORK PA 17403 231360889 501(C)(3) 48979 GENERAL SUPPORT, ACCESS YORK, VICTIIM SERVICES, CAPITAL CAMPAIGN & CAMP CANN-EDI-ON SCHOLARSHIPS FOR DALLASTOWN HIGH SCHOOL STUDENTS 13 16000 0 SCHOLARSHIPS FOR LOGOS ACADEMY STUDENTS 10 66035 0 SCHOLARSHIPS FOR MILLERSVILLE UNIVERSITY STUDENTS 2 6000 0 SCHOLARSHIPS FOR NORTHEASTERN HIGH SCHOOL STUDENTS 17 18574 0 SCHOLARSHIPS FOR PENN STATE ALTOONA CAMPUS STUDENTS 1 5000 0 SCHOLARSHIPS FOR PENN STATE UNIVERSITY STUDENTS 7 17500 0 SCHOLARSHIPS FOR RED LION AREA HIGH SCHOOL STUDENTS 5 5000 0 SCHOLARSHIPS FOR SOUTH WESTERN HIGH SCHOOL STUDENTS 7 6650 0 SCHOLARSHIPS FOR SOUTHERN YORK COUNTY HIGH SCHOOL STUDENTS 8 11600 0 SCHOLARSHIPS FOR SPRING GROVE AREA HIGH SCHOOL STUDENTS 4 3981 0 SCHOLARSHIPS FOR SUSQUEHANNA WALDORF SCHOOL STUDENTS 10 23909 0 SCHOLARSHIPS FOR WEST YORK AREA HIGH SCHOOL STUDENTS 10 6000 0 SCHOLARSHIPS FOR YORK CITY HIGH SCHOOL STUDENTS 19 13492 0 SCHOLARSHIP FOR YORK COLLEGE OF PENNSYLVANIA STUDENT 1 3000 0 SCHOLARSHIP FOR YORK COUNTRY DAY SCHOOL STUDENTS 7 55600 0 SCHOLARSHIPS FOR YORK SUBURBAN HIGH SCHOOL STUDENTS 11 6000 0 SCHOLARSHIPS FOR CENTRAL YORK HIGH SCHOOL STUDENTS 4 3500 0 SCHOLARSHIPS FOR EASTERN YORK HIGH SCHOOL STUDENTS 3 3000 0 SCHOLARSHIPS FOR DOVER HIGH SCHOOL STUDENTS 3 3500 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 DIRECTOR PRESIDENT OF BANK WHERE THE FOUNDATION, IN ITS NORMAL COURSE OF BUSINESS, HAS CHECKING AND MONEY MARKET ACCOUNTS TOTALING $413,494 AT DECEMBER 31, 2010. THE FOUNDATION ALSO HAS AN AUTHORIZED BUT UNUSED $250,000 LINE OF CREDIT AT THE BANK. THERE ARE NO FEES CONNECTED WITH THIS LINE. THE RELATIONSHIP WAS APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. 0 X 8 122171 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 A, LINE 4 DURING THE TAX YEAR THE FOUNDATION AMENDED ITS BYLAWS TO MODIFY THE NUMBER OF DIRECTORS FROM 30 TO NO LESS THAN 21 AND NO MORE THAN 35. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE 2010 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 BY 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 GAINS ON INVESTMENTS: 4,944,115. CHANGE IN SPLIT INTEREST AGREEMENT 454,229. AGENCY ENDOWMENT GIFTS -169,890. AGENCY ENDOWMENT INVESTMENT INCOME -27,647. AGENCY ENDOWMENT GRANT DISTRIBUTIONS 311,015. REVENUE FROM CHARITABLE REMAINDER UNITRUSTS & POOLED INCOME FUNDS -466,527. REVENUE FROM BENEFICIAL INTERESTS IN TRUSTS 35,274. CHARITABLE REMAINDER UNITRUST EXPENSE TOTAL TO FORM 990, PART XI, LINE 5: 5,080,569. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.