Issuu on Google+

creating a YORK COUNTY

2012 | ANNUAL REPORT

Message from the

BOARD CHAIR AND PRESIDENT

Y

Michael Newsome, Board Chair

York County Community Foundation is made up of many constituencies: staff, volunteers, donors, investment managers, nonprofits, and more. We have incorporated puzzle pieces into the design of this report to represent the hard work we and all these constituencies do every day to create a thoughtful, strategic finished product: a Vibrant York County. The past year has been fast-paced, exciting, and productive. Take a look at some of the new pieces of our puzzle: • We honored our good friends Bill and Cornie Wolf at our 2012 Donor Event. Bill and Cornie chaired the 1992 Strategic Planning Committee that initially proposed creating more community impact by growing the Fund for York County. • Our YorkCounts Initiative researched and created a plan for the School District of the City of York to improve its academic and financial performance by moving to an all-charter school system.

2

William R. Hartman, President

• We achieved an investment return of 15.2%, which surpassed the benchmark of 11.6%. • We reached $79M in assets. • We awarded $250,000 in scholarships. • We received $7.4M in gifts from donors, which is our third consecutive year of increased giving. • We awarded grants totaling $2.6M. • The Robert R. Anderson Family Fund,which started with a gift of just over $1M, surpassed a total of $1M in grants and still holds a balance of more than $1M. • We created the Professional Advisor Recognition Society and inducted into the inaugural class 13 well-deserving attorneys, accountants and financial consultants who promote effective philanthropy. • YorkCounts published three fact-based reports for the

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

community: The Indicators Report, Regional Policing Report, and A New Education Model for York. • We created Heritage Flex Funds to make endowment building even more accessible and flexible for our nonprofits. • We created the Embracing Aging Committee that will develop a strategy to make York County more “age-friendly.” • Similar to the Fund for York County, we established the Fund for Greater Hanover to address Hanover area’s most pressing needs. • Our Beautiful York Advisory Committee focused on a new plan for Continental Square. Each year as we work toward creating positive community change, our puzzle is more complete. We hope you enjoy reading about the Community Foundation, and that you are as inspired as those featured among our pages to “piece together” a vibrant York County. Michael Newsome Board Chair

William R. Hartman President and CEO

We create a

YORK COUNTY

By

Engaging Donors............................................. 4 Providing Community Leadership............... 14 Investing in High-Impact Initiatives............ 22 Building Endowment for Future Generations....................................... 34

2012 Annual Report | WWW.YCCF.ORG

3

by engaging

DONORS

We make giving easy, flexible and effective for our donors to create a personalized

legacy that we

support in perpetuity. Bill and Cornie Wolf are the kind of donors who become deeply involved and hold many things dear to their hearts. When the time came to select an honoree for the Community Foundation’s 2012 Donor Event, there wasn’t a moment’s hesitation before choosing to honor Bill and Cornie. Bill and Cornie chaired the 1992 Strategic Planning Committee and gave not only their guidance, wisdom, and

4

vision, but their willingness to continue to be strong investors in the future of York. They have established numerous funds at the Community Foundation honoring family and favorite organizations and have created a meaningful Fund for York County – the strategic fund that most strongly drives community improvement. Bill and Cornie’s leadership and financial contributions to York have

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

been enormous. Bill matter-of-factly brushes off the accolades. “My parents were just good people who wanted to help others.” It’s a value Bill and Cornie not only emulated, but instilled in their children. As a result, Bill and Cornie have greatly influenced the vision of the Community Foundation and the positive growth and development of York well into the future.

C

I will create a YORK COUNTY

I CAN...

There are

five types of endowed funds that you can utilize to create a vibrant York County.

Create a fund that I can name Receive a lifetime income stream

The Fund for York County and The Fund for Greater Hanover are the funds that most flexibly address the community’s greatest needs. Committees consisting of volunteers award grants to nonprofits from these Funds to immediately create community solutions. You can give any amount of money to these funds or create a named fund for $10,000.

Create a legacy within my estate plan Recommend grant distributions Designate a specific organization to receive grants Honor someone as part of my will

I M Y FUND

Involve my family or company in philanthropy Give any amount to an established fund

A Field of Interest Fund is a fund for you to create the most flexibility for solutions while focusing on your area of interest. Similar to the Fund for York County, an experienced volunteer committee determines the grant awards. You can give any amount of money to an existing fund or you can create a named fund for $25,000. Current fields of interest:

Give nearly any asset

• • • • • • • •

Receive a tax benefit Permanently support my charitable interests

Loren Kroh, President

Campus ToolKit Board of Directors, York County Community Foundation

Agriculture & Land Preservation Arts and Culture Children & Youth Community Development Education Embracing Aging Environment Health and Human Needs

A Donor Advised Fund allows you, your family or your company to make a gift to the Community Foundation, then remain actively involved in recommending grants from your fund. A fund in your name can be opened for a minimum of $25,000. Establishing a Designated Fund allows you to give to your passion forever. You choose one or more nonprofit organizations to receive annual gifts from your named fund. A designated fund in your name can be opened for a minimum of $25,000.

Heritage Funds are funds established by nonprofit organizations that will in perpetuity benefit that organization. Your gift in any amount to an established Heritage Fund provides that nonprofit with a gift that will forever be used for the organization’s well-being as determined by their board.

W

I WANT...

T

To create a vibrant York County

I want to support programs and initiatives that will have the greatest community impact today, tomorrow and forever.

Creating

a Vibrant York County in 2012

TTo design my legacy

Forever support solutions to the most important issues facing our community

I want to design a legacy that will forever reflect my commitment to the people, organizations and needs of York County.

TTo honor a loved one

I want to give the gift of a fund named in honor of a friend or loved one that will support their interests in perpetuity.

N

NEW 2012 NAMED FUND FOR YORK COUNTY

T

Former Judge Albert G. Blakey III Memorial Fund for York County Former Judge Albert “Bud” Blakey grew up in York and was a graduate of William Penn High School. He was so committed to York that when he graduated from Yale Law School, he chose to begin his career in York rather than a large city. Bud believed in being an active participant in the community and he viewed his time as judge to be a form of community service. In addition, he served on many boards and held leadership roles with the York County prison and courthouse commissions.

To encourage family or company philanthropy I want to share the joy and values of philanthropy by involving my children and grandchildren in the giving process, or by engaging my employees in providing for their community through a company fund.

TTo give to a passion

I want to create a fund for a passion or cause about which I care deeply.

Given Bud’s love of York, it was natural for him and his wife, Judy, to support York 6

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

County Community Foundation. They established a fund in 2005 and joined the 1749 Society by naming the Community Foundation in their wills. Bud respected the Community Foundation’s prudent and professional management, as well as its leadership role in addressing important needs in York County. The Blakey family decided it would be fitting to honor Bud by combining his legacy gift with the memorial contributions of others to form a new fund in his name. The Former Judge Albert G. Blakey III Memorial Fund for York County will forever support Bud’s hometown, which was near and dear to his heart.

ENGAGING DONORS

Named Funds The Fund for York County

Donors have created these Named Funds within The Fund for York County.

T

THEIR FUND WILL FOREVER GO TO SUPPORTING OUR COUNTY’S GREATEST NEEDS.

Anonymous Fund for York County

Rodger K. Furse Fund

Eugene C. Struckhoff Fund

Edith Allen Barber Fund

M. S. Grumbacher Foundation Fund

Marie G. Baumeister Fund

Hodges Family Fund

Donald A. and Gretchen Wolf Swartz Fund for York County

Former Judge Albert G. Blakey III Memorial Fund for York County

Dolores E. and Ernest O. Horn, Jr. Fund

Harriet R. Venus Fund for York County

Robert and Anne Kinsley Fund

Mary Ellen Venus Fund for York County

Alice Marie and Michael Boustead Fund for York County

Frank and Susanne Motter Fund

Roland M. and Lillian R. Whitmire Fund for York County

Ralph and Charlotte Brooks Fund Lester L. Buchart Fund Louise S. Deane Fund

Raymond L. Ness Fund for York County

Roy and Margaret Williams Fund for York County

Michael and Judy Rutter Fund

Thomas and Frances Wolf Fund for York County

Charles and Louise Sawmiller Fund

William T. and Cornelia W. Wolf Fund for York County

Philip B. Deane Fund

George and Josephine Schmidt Fund for York County

Ben Franklin Trust Fund

Sue C. and John C. Schmidt Fund

Charles and Adaline Frysinger Fund

Charles E. & Berdella Emig Snyder Memorial Fund

John and Kathryn Zimmerman Fund for York County

Organizations that received grants from the Fund for York County and Field of Interest Funds

O DF

C OU

NT Y AND FIELD O F IN

TE

York City Grantmaking

R

DS

F UN

K OR RY

UN

Pennsylvania Environmental Council Planned Parenthood of Central Pennsylvania Red Lion Area School District The Parliament Trout Unlimited, Codorus Chapter #558 United Way of York County Wellspan Health YMCA of York and York County York Academy Regional Charter School York City Bureau of Health York City School District York College of Pennsylvania York County Bar Foundation York County Conservation District York County Literacy Council York Health Foundation/Wellspan Health York Town Craft Guild

TF ES

Children’s Home of York City of York Crispus Attucks Association Downtown Inc Farm & Natural Lands Trust of York County Hahn Home Healthy York County Coalition Healthy York Network Horn Farm Center for Agricultural Education Jewish Family Services of York Leadership York Leg Up Farm, Inc. Martin Library Memorial Hospital New Africa Islamic Outreach Program New Hope Ministries Penn State York Pennsylvania Arts Experience and the YCIDA

York County Grantmaking GR

ANT

ON MAKING BY LOCATI

York County Grants................................80% York City Grants.....................................20%

2012 Annual Report | WWW.YCCF.ORG

7

2012 donors to the Fund for York County Carl Anderson Louis J. Appell Jr. Mr. and Mrs. Louis J. Appell Jr. Sandra M. Aulbach Mr. and Mrs. Darrell W. Auterson Patricia S. Azriel Don C. and Rebecca B. Baker Mr. and Mrs. David Beecher Kathryn and Lester W. Bentz Mr. and Mrs. Rob Berkebile Judith V. Blakey Mr. and Mrs. Maurice H. Bobst Jr. Scott and Mary Ellen Bowman Vernon Bracey Peter and Meg Brubaker Randy and Susan Byrnes Mr. and Mrs. Frederick B. Callahan Mr. and Mrs. William S. Carter Central Penn Benefits Cherry Lane Realty, Inc. Charles Chodroff Henry and Edna Christ David R. Confer and Susan D. Krebs Jane M. Conover David L. Cross Arthur and Janet Crovatto Tracy Daniels Dr. and Mrs. Joseph J. Danyo Linda and Dave Davidson Ms. Sally J. Dixon Duane Doll Mr. George M. Dvoryak Chloe R. Eichelberger Erda and Bob Erdos Marsha Everton Martha Frankenberry Dante and Annette Fuligni Mr. and Mrs. John L. Gladfelter Glatfelter Insurance Group Mr. and Mrs. Arthur J.* Glatfelter Mrs. Penny White Gordon Randall and Laura Gross The Grumbacher Family Foundation Michael and Melanie Hady Mr. and Mrs. William R. Hartman Ronald L. Hershner Ms. Karen Hook

Russell Horn Sr. Ray and Lorraine Hovis Donald B. and Mary Ellen E. Hoyt Donna B. Jones Jake and Jody Keller David E. and Beverly A. Kennedy Bill and Kim Kerlin Kinsley Construction, Inc. The Kinsley Foundation Dr. and Mrs. Ronald L. Klimes Earl and Winifred Knudsen Charitable Trust Jeffrey and Judy Kochenour Loren H. Kroh Mr. and Mrs. John D. Krout Dennis Kunkle and Julie Kemper-Kunkle Angela Lauer Dr. and Mrs. Stanton S. Lebouitz, M.D. Susan D. Linton Jeff and Cindy Lobach Mr. and Mrs. William S. Long Frances W. McCabe Michele T. McKinney G. Steven and Linda W. McKonly Mr. Daniel G. Meckley III Kendall and Eric Menzer Martin and Erin Miller Mrs. Vicki L. Miller Dr. and Mrs. Carroll L. Missimer Mrs. Lori O. Mitrick Ms. Trudy Motter Donald T. Murphy Jr. Mr. Irvin S. Naylor Estate of Raymond L. Ness New Level Advisors, LLC Michael and Eloise Newsome Frances M. Polk Mr. John M. Polli Dino and Evelyne Pritsios Dr. and Mrs. George L. Provost Grace T. Quartey Scott and Bernadette Rogers Dr. and Mrs. John J. Romano Dr. and Mrs. Gilmore M. Rothrock Mr. and Mrs. Harry J. Rubin Paul and Lori Rudy Mr. and Mrs. Keith A. Shaffer Shipley Group

If you wish to change the way your name is listed, please call us at 717.848.3733 or email info@YCCF.org

8

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

Mr. and Mrs. John J. Shorb John V. and Susanna Silcox William H. Simpson* Mr. and Mrs. Jimmie Spagnola Mr. and Mrs. David E. Stauffer Carolyn Eyster Steinhauser David and Mary Stewart Patti Stirk Margaret Z. Swartz Mr. John J. Sygielski Bryan K. Tate and Ralph M. Serpe George and Dianne Thornton Private Foundation Joe and Susan Wagman Claire S. Weaver Wertz Family Charitable Trust Roland M. and Lillian R. Whitmire Trust John U. and Charlotte S. Wisotzkey Coni Wolf Cornelia A. Wolf Hank and Joan H. Wolf Mr. and Mrs. Stephen D. Wolf William T. and Cornelia W. Wolf Charles Zimmerman and Anne Zimmerman John D. Zimmerman *We remember

$6.9 M

FUND SIZE

$1.2 M

2012 ADDITION

$250,000 GRANTED

ENGAGING DONORS

Fund

for Greater Hanover

The Fund for Greater Hanover is our most flexible endowed fund to address Greater Hanover area’s most pressing needs. The Fund is made up of gifts from donors in the Greater Hanover area. The Fund for Greater Hanover allows you to donate ANY amount, which will be added to the fund, or create your own named fund within the Fund for Greater Hanover for $10,000.

A

Advisory Committee Elizabeth F. Carson, Chair

John W. Bailey Doug Becker William Heiser Andrew Hoffman

F

G. Steven McKonly Scott Roland Todd Staub Tricia Warehime

Feeding the Hungry

When two area nonprofits partnered to ensure a future for The Hanover Food Pantry, York County Community Foundation was there. The Hanover Food Pantry, which had been run by The American Red Cross of Hanover since the 1930s, was in danger of closing its doors last year when the Red Cross shifted its focus to disaster relief and emergency preparedness. With an average of 350 low-income families in need using the services each month, the Red Cross of Hanover and New Hope Ministries realized the Food

Pantry was essential to the health of the Hanover community. New Hope Ministries agreed to take over the Pantry and received a $30,000 grant from York County Community Foundation’s Fund for York County. New Hope Ministries seamlessly took over the Food Pantry at the end of the summer. In addition to providing food assistance, New Hope will also help educate its clients about food preparation and nutrition skills to help lead to food security.

2012 Annual Report | WWW.YCCF.ORG

9

Creating your legacy in 2012

Forever reflect my commitment to the people, organizations and needs of York County

N

NEW 2012 NAMED FUNDS Jane and Harrison Davis Fund Jane and Harrison Davis established this fund at the Community Foundation to create their legacy through the power of endowment. Harrison passed away before the fund was finalized, but as an accountant, he was impressed with the Community Foundation’s investment management strategy and knew it was the right organization to steward their legacy. Jane is also pleased with the Community Foundation’s reputation and appreciates that she can create her legacy in any manner she chooses.

Gretchen Wolf Swartz and Donald Swartz Fund Gretchen and Donnie were both very active in the York community and were passionate about basketball. This fund, created from Donnie’s estate, will benefit the Gretchen Wolf Swartz Scholarship Fund, which Donnie created after Gretchen’s untimely passing in 1997, as well as the York County Heritage Trust, two organizations that meant so much to Donnie.

10

of York County, an organization Jane has supported through several years of board service. Jane and Harrison’s love of learning through worldwide travels led them to designate the second half of the fund to the two educational institutions that helped shape Harrison’s learning experiences: the Corning Community College Development Foundation and the State University College at Brockport Foundation, Inc.

Jane’s love of animals led the couple to designate half of the fund to the SPCA

Jane is confident that no matter what may happen in any given year, her fund will be there in perpetuity, forever supporting the organizations that mean the most to her and the memory of her husband.

Donnie was the president of General Regulator and a co-owner of the Blue Moon Restaurant. He had great dedication and love for the game of basketball, and served as a P.I.A.A. District III Basketball Official for the last 40 years, making calls on the court, as well as making many lasting friendships. His wife, Gretchen, shared his love of basketball, and had also been a referee for many years. Donnie was also an avid soccer player and coach of the Touch of Bluegrass Women’s Soccer team.

When Donnie named the Community Foundation in his will, he ensured that his love of York and his passion for basketball, as well as his and Gretchen’s legacies, would live on in perpetuity.

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

ENGAGING DONORS

Honoring a loved one in 2012

Forever honor my friends or loved

Norman S. Danner Memorial Scholarship Fund Dale Danner established this scholarship fund in honor of his father, Norman S. Danner, who taught in a one-room schoolhouse in Heidelberg Township for more than 50 years. This fund will provide scholarships through the Spring Grove Area Scholarship Foundation, and is Dale’s way of helping students for years to come while creating a lasting legacy for his father. Dale had a deep connection with his father, particularly through education. Dale also began his teaching career in a one-room schoolhouse and was instrumental in the creation of the New

Barbara Woodmansee Domestic Violence Education Fund Lee Woodmansee established this fund in honor of his wife, Barbara, upon her retirement as community education director of ACCESS-York/Victim Assistance Center of YWCA York. Barbara has been a passionate advocate for the prevention of domestic and sexual violence ever since she was a telephone hotline volunteer in WilkesBarre, PA. When she moved to York in 1981, she began her career with ACCESS-York as a part-time volunteer. By 1986, she was the organization’s fulltime community education director.

Through her leadership of ACCESSYork, now called ACCESS-York/Victim Assistance Center of YWCA York, Barbara has made it a point to open the doors to conversation around the topic of domestic and sexual violence. Education is key to prevention, she says, and ACCESSYork has worked hard over the years to provide programs designed to teach students about domestic violence and healthy relationships. Woodmansee told the York Dispatch (Feb. 2013) that she is proud of ACCESS-York’s role in helping make health-related changes to assist local residents in abusive relationships.

ones

Salem Consolidated Elementary School. He eventually retired from the Spring Grove School District and made a hobby of creating stained glass pieces. Dale and his wife, Mildred, who passed away in 2011, had originally created a family foundation with a local bank. As the bank grew, Dale realized it had lost the local connection he wanted. The creation of the Norman S. Danner Memorial Scholarship Fund at the Community Foundation made sense as a way to fulfill Dale’s wishes. Dale is very pleased to once again have a local organization as a steward for his and his father’s legacy.

“When a doctor asks ‘Are you safe at home,’ it’s our organization that has done this,” Barbara told the Dispatch. “We worked with the health community to increase awareness and opportunities for people to get help.” This Fund will support this important work forever. 2012 Annual Report | WWW.YCCF.ORG

11

Giving to a cause or passion in 2012

Forever support the causes in my community that I am most passionate about Crull S. Kister Fund Crull S. Kister owned a poultry farm in Etters, between Newberrytown and Goldsboro, and had several family members who enjoyed scouting with troops in the area. Some of the scouts

G. Edward Saxe Family Foundation Fund Ed Saxe has a long history of giving back. He has volunteered in nonprofit 12

even helped Mr. Kister with work on his farm. Mr. Kister created a trust in 1963 to benefit Boy Scout troops in the Newberrytown and Goldsboro area. In 2012, the trust was transferred to the Community Foundation to continue

to carry out Mr. Kister’s commitment to scouting. Mr. Kister passed away in 1979, but the Scouts continue to reap the rewards of his thoughtful generosity.

organizations his whole life, giving countless hours to help make a difference. Now he is giving back in perpetuity through this designated fund, which he established to support organizations that follow a Christian mission, specifically The Gideons International, Susquehanna Grace Community Church, and New Life for Girls. He served New Life for Girls as chair and a member of the board for 17 years. He has worked with Gideons since 1978 in a variety of capacities, including mentoring and counseling, and he is very supportive of the work that they do.

“My personal philosophy is that there are three important aspects to life,” says Ed. “In order of importance they are God, family, and country.” Ed defines country as one’s local community, then state, then the nation.

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

Ed is glad that he connected with York County Community Foundation. He says it’s like having his own private foundation because of the extraordinary financial management provided by the Community Foundation, but without the hassle and cost. Ed is pleased that the power of endowment through the Community Foundation will allow him to forever help those organizations that he “feels strongly about.”

ENGAGING ENGAGING DONORS DONORS

1749 SOCIETY

Named for the year in which York County was founded, the 1749 Society was created to recognize those individuals whose estate planning includes a gift to York County Community Foundation.

New

1749 members:

1749 Society Members: Mary Lou Alsentzer

MARSHA EVERTON AND JACK STOVER Despite vastly different backgrounds, Marsha Everton and Jack Stover each learned the life lesson that sharing resources with others is a responsibility, both during life and after death. That’s why they joined the 1749 Society by naming the Community Foundation in their will. “We are committed to improving our community through personal involvement and shared financial resources. When we die, we want that forward momentum to continue,” explained Marsha. Marsha grew up in a military family that moved frequently, including an extended tour in Panama. Jack was born and raised in Carlisle, in a family whose history reaches back to Governor Joseph Ritner (Jack’s mother was Lena Ritner Stover). After they married (they met on a chaperoned blind date with mutual

VIEW OUR FULL 1749 SOCIETY

MEMBERSHIP LIST ONLINE AT

YCCF.ORG

Jane and Harrison* Davis

friends), they settled in Dover and raised their three children with the same values taught by their own parents. The couple has created social and professional lives in both York and Harrisburg, and love the beauty and sense of community of south central Pennsylvania. They chose the Fund for York County for both their current giving and estate planning because they support the strategic approach of the Fund, which focuses on a select number of high-impact initiatives. “We believe that the most powerful, meaningful way to build a better future is to collaborate for collective impact,” said Jack. In addition, they trust in the Community Foundation’s stewardship of their legacy. Marsha, who serves on the Community Foundation’s board and chairs the marketing and communications committee, believes that she and Jack “create a legacy every day through our actions and example.” In addition to their commitment to the Community Foundation, they support a range of organizations that enrich the community’s cultural, social, educational, and economic foundation and build for the future. “We are choosing how we want to be remembered, aligning our legacy with what we value,” Marsha said.

Marsha Everton and Jack Stover Mr. and Mrs. John E. Graybill III Leslie A. and Jill Jones Nancy Klahold Joan Maruskin Dr. and Mrs. Gilmore M. Rothrock Mont* & Cheryl Shaull * We remember

252

1749 SOCIETY MEMBERS

15

NEW MEMBERS IN 2012

$25.8 M

TOTAL LEGACY GIFTS RECEIVED

2012 Annual Report | WWW.YCCF.ORG

13

by providing

COMMUNITY LEADERSHIP

We build and energize a community of philanthropists and leaders who strengthen the common good. Our involve hundreds

of volunteers who are all striving to create a

vibrant York County. 14

initiatives and committees

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

Community

COMMUNITY LEADERSHIP

FOUNDATION BOARD OF DIRECTORS

* Executive Committee

Michael Newsome* BOARD CHAIR Executive Vice President/Chief Financial Officer The Wolf Organization, Inc.

Paul L. Rudy III* VICE CHAIR President Graham Capital Company

William R. Hartman* PRESIDENT & CEO York County Community Foundation

Marsha M. Everton* SECRETARY Corporate Director & Advisor Marsha Everton, LLC

Margaret Z. Swartz* ASSISTANT SECRETARY President Olde Country Reproductions, Inc.

Henry J. Christ III* TREASURER President & CEO E.K. McConkey & Co. Inc.

David M. Davidson

Scott C. Rogers

CFO C.S. Davidson, Inc.

President The Glatfelter Agency/Susquehanna Agents Alliance

Sally J. Dixon

William S. Shipley III

Facility CEO Memorial Hospital

CEO Shipley Group

Jennifer Geesey

Patti Stirk

President Central Penn Benefits

President and CEO Star Systems Engineering, Inc.

Michael H. Hady III

John J. Sygielski, Ed.D.

Vice President of Business Development Memorial Hospital

President Harrisburg Area Community College

Ronald L. Hershner, Esq.

Joseph G. Wagman

Managing Partner Stock and Leader, LLP

Chairman & CEO Wagman Construction Inc.

Timothy Kinsley*

Claire S. Weaver, CPA*

Vice President of Development Kinsley Construction, Inc.

Shareholder SF & Company, CPAs

Susan D. Krebs

John J. Shorb, Esq.

Community Volunteer Board Director York Academy Regional Charter School

LEGAL COUNSEL Partner, Stock & Leader

Loren H. Kroh*

Carl E. Anderson, Esq.

President Campus ToolKit

Owner Law Office of Carl E. Anderson

Jeffrey D. Lobach, Esq.*

Timothy J. Bupp, Esq. CGA Law Firm

Partner Barley Snyder LLC

Elizabeth F. Carson*

Erin J. Miller, Esq. Associate Attorney The Elder Law Firm of Robert Clofine

Retired M&T Bank Executive

Charles H. Chodroff, M.D. Senior Vice President & Chief Clinical Officer WellSpan Health

David L. Cross Vice President of Construction Klassen Corporation

VIBRANT

Lori O. Mitrick* Adjunct Professor York College of Pennsylvania

John M. Polli President & Founder JMP Consulting

Bush

James C. and Carrie B.

DONOR SPOTLIGHT Giving to your passion. James C. and Carrie B. Bush Memorial Fund (1999) Jim Bush’s participation in his community was “one of his greatest prides in life.” A lifelong sports enthusiast, Mr. Bush is remembered by many as an official at York High football games as well as a dedicated member of York Rotary Club. Mrs. Bush was a gifted artisan and active in Eastern Star. Major beneficiaries of their Fund include United Way of York County, York Rotary Club, Rotary International, and Christ Lutheran Church (York).

Scott Rogers, President

The Glatfelter Agency/Susquehanna Agents Alliance Board of Directors, York County Community Foundation

2012 Annual Report | WWW.YCCF.ORG

15

ts

oun S C k r YoDICATOR

IN

2012

YorkCounts Policing Study Police Executive Research Forum

Summary Report September, 2012

YORKCOUNTS Committee

In 2012, YorkCounts produced three reports pertaining to its stated focus areas of Education, Strategic Municipal Alliances and Community Indicators.

Loren H. Kroh, Chair Carl E. Anderson Darrell Auterson Thomas Donley Randy Freedman Art Full William R. Hartman Doug Hoke Steven Hovis Susan D. Krebs

READ THE

REPORTS

R. Eric Menzer Lori O. Mitrick Michael Newsome Scott C. Rogers Maria Royce Joseph G. Wagman Robert Woods Morton F. Zifferer Jane Conover, Staff

YORKCOUNTS.ORG

Y

YORKCOUNTS

a look to 2013

YORKCOUNTS Focus Areas: • Education • Strategic Municipal Alliances • Report of Community Indicators

16

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

YorkCounts will continue to focus on identifying our County’s greatest systemic problems and advocating for solutions while driving for improved results in our core focus areas of education, strategic municipal alliances and community indicators.

COMMUNITY LEADERSHIP

YorIt Advisory Committee

YorIt Advisory Committee Patti Stirk, Chair Wilda Alessi* Mandy Arnold Amy Chamberlain* Nicole Dannehl* Krista Darr James Gleba* Karen Gleba Joshua Hankey Michael Haun Sean Kenny

YorIt is a membership group aimed at developing leaders of philanthropy who invest their combined giving in social venture projects to foster growth and progress in York County.

READ THE

REPORTS

Ryan Miller* J.J. Sheffer Karen Swartz Jen Tansey Stephen Tansey Bryan Tate* David Wagenknecht* Claire S. Weaver Jane Conover, Staff* Angela Lauer, Staff* *not pictured

YORIT.ORG

S

SOCIAL VENTURE GRANTMAKING

To spark innovative solutions that contribute to social good Member contributions go to immediate grantmaking as well as to build endowment for future Social Venture giving. In 2012 YorIt again used social media to solicit YouTube videos of proposals and made them available for the whole world to see. The 2012 Challenge was to “Create innovative solutions that will be selfsustaining; thereby promoting social good shaping a vibrant York County.”

IN ADDITION to social venture grantmaking, YorIt members get together to learn more about philanthropy, share ideas for York’s future and explore unique places in downtown York.

The 2012 Social Venture award was granted to The Parliament, an organization committed to revitalizing the arts in York City. To make art accessible to everyone, The Parliament showcases creatives in the community, giving them a store front for their work, and a space to teach and share with others. The 2013 Social Venture Challenge Grant winner will be announced in June.

2012 Annual Report | WWW.YCCF.ORG

17

Volunteer

Audit Corporate Governance & Nominating Executive (see page 15) Finance Gift Acceptance Human Resources Interim Grants Investment Marketing & Communications Resource Development

Operating Committees

The operating

committees determine policy,

direction, and advise the Community Foundation on

matters of business and operations. GIFT ACCEPTANCE

AUDIT Claire S. Weaver, Chair Carl E. Anderson Grace T. Quartey William Reardon Charles Wise George Dvoryak, Staff

CORPORATE GOVERNANCE & NOMINATING Carl E. Anderson, Chair Jeffrey D. Lobach Lori O. Mitrick Michael Newsome William R. Hartman, Staff

FINANCE Henry J. Christ, Chair Joseph P. Clark II Cynthia Dotzel Katherine Faulkner Robert D. Gantz Michael Glezer Douglas Heishman Donald T. Murphy Jr. Paul L. Rudy III Margaret Z. Swartz George Dvoryak, Staff

INVESTMENT

Michael Newsome, Chair Henry J. Christ III Paul L. Rudy III William R. Hartman, Staff

Paul L. Rudy III, Chair Robert A. Bowen Patrick Brubaker H. Douglas Campbell Henry J. Christ III James P. Corcoran Holly A. Mayer Michael Newsome Scott Rogers John M. Polli Brian Selby Alexander Shorb Richard E. Wagman George Dvoryak, Staff

HUMAN RESOURCES Betty Carson, Chair David L. Cross Linda B. Davidson Jody L. Keller William R. Hartman, Staff

INTERIM GRANTS Timothy Kinsley, Chair William R. Hartman Michael Newsome Paul L. Rudy III Sandra Aulbach, Staff

15.2% RETURN

MARKETING & COMMUNICATIONS Marsha M. Everton, Chair Barbara Carbaugh Jennifer Geesey Michael L. Gleim Nancy Klahold Alicia Miller William S. Shipley III Jon Toy Kim Walsh-Phillips Tracy Daniels, Staff

RESOURCE DEVELOPMENT Loren H. Kroh, Chair Timothy J. Bupp Joseph P. Clark Marsha M. Everton William H. Kerlin Jr. Anne W. Kinsley Jeffrey D. Lobach G. Steven McKonly Holly A. Mayer David G. Meckley Thomas M. Shorb Morton F. Zifferer Bryan Tate, Staff

24 Committees Hundreds Of Volunteers

Thank You Sandy Aulbach, Grants Administrator York County Community Foundation

18

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

2012

COMMUNITY LEADERSHIP

Advisory Committees

Advisory Committee Members of the Community Foundation are volunteers who develop strategic direction for each committee and advise the Board on needs within the community and the grants that create positive

AGRICULTURE & LAND PRESERVATION Ronald L. Hershner, Chair Marvin Beshore Stanley Brown David M. Davidson Felicia Dell John S. Eaton Jr. Julie Flinchbaugh Douglas Kilgore Tim Livingston Bruce Miller Dustin Miller John Miller Paula Vitz Tracy Daniels, Staff

BEAUTIFUL YORK ENDOWMENT Lori O. Mitrick, Chair Louis J. Appell Jr. (emeritus) Mary Anne Bacas Phil Briddell Lynne Danyo Frank Dittenhafer Anne Druck James Gross Hon. Doug Hoke Sonia Huntzinger Carol Kauffman Mark Platts Sarah Stahl Jane Conover, Staff

CODORUS WATERSHED Jennifer Geesey, Chair Linda B. Davidson Karla Farrell Timothy Fulton Jeffrey Hines Bradley Martin Andrew Miller Carroll (Skip) Missimer Dave Smith Jake Romig, Consultant Tracy Daniels, Staff

EMBRACING AGING Patrick Ball Dianna Benaknin Angela Dohrman Michael H. Hady III Karen Hook Joan Krechmer Mary Ligon Jane Conover, Staff

GRANT DISTRIBUTION

(FUND FOR YORK COUNTY & FIELD OF INTEREST FUNDS) Timothy Kinsley, Chair Heidi Hormel Jody Leighty Suzanne McConkey Erin J. Miller Lori O. Mitrick Margaret Z. Swartz Frances D. Wolf Rose Marie Woodyard Jane Conover, Staff

change. M $2A.6NTED

HAHN HOME

GR

Michael H. Hady III, Chair Ronald Blevins Joan Fulton Betsy Keefer Erin J. Miller Richard Smith Jane Conover, Staff

SUSTAINABLE ENERGY

George Dvoryak, Vice President, Finance and Operations

Alexandra Chiaruttini Henry J. Christ III David L. Cross Frank Dittenhafer Timothy Fulton Richard Hollinger David McIlnay Amy Meyers Joel Snyder Carolyn Steinhauser Michael Stoner Daniel Waltersdorff Jane Conover, Staff

York County Community Foundation

Agriculture & Land Preservation Beautiful York Codorus Watershed Embracing Aging Grant Distribution - Fund for York County & Field of Interest Funds Fund for Greater Hanover (see page 9) Hahn Home Sustainable Energy Weyer Community Health Fund Women’s Giving Circle (see page 21) YorIt Advisory (see page 17) York Federal Fellows (see page 21) YorkCounts (see page 16)

WEYER COMMUNITY HEALTH FUND Charles H. Chodroff, Chair Carmen Bones Karen Jones Jacqueline Martino-Miller Josette Myers Michael O’Rourke Edquina Washington Tracy Daniels, Staff

2012 Annual Report | WWW.YCCF.ORG

19

Your

ION

S PAS

Passion...Your Community

Field of Interest Funds support broad areas of charitable interest in our community that have been selected by the Community Foundation to meet your specific

areas of interest while having

the flexibility to meet the changing needs of our community.

Betty Carson, Retired

M&T Bank Executive Board of Directors, York County Community Foundation

F

FIELD OF INTEREST FUNDS

Agriculture & Land Preservation Improving farming and preserving farms and natural lands through conservation, education and support of farmers.

Arts & Culture Supporting programs and initiatives that enhance living through art and culture.

Children & Youth Promoting early childhood investments and positive youth development.

Community Development Investing in the longterm vibrancy of our entire community through beautification projects, strengthening the economy and attracting residents.

Education Promoting innovative approaches to education, research of opportunities and implementation of fact-based solutions to improve academic achievement.

Embracing Aging Building a community where all people can age with dignity, independence and health.

20

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

Environment

Health & Human Needs

Promoting awareness, protection and conservation of natural resources.

Ensuring that residents with the fewest resources and the greatest challenges have access to opportunities to improve their lives.

Garrett Edgar I.

DONOR SPOTLIGHT Creating your legacy. Edgar I. Garrett Fund (2006) Edgar Garrett passed away in October of 2006. When Mr. Garrett died, he directed that a fund be established to support his interest in research development and program activities for diabetes and Parkinson’s disease.

COMMUNITY LEADERSHIP

WOMEN’SGIVINGCIRCLE Yo r k C o u n t y C o m m u n i t y F o u n d a t i o n

Strategic philanthropy supports bold initiatives through grants totaling more than $500,000 since 2002.

Strategic Philanthropy

Women’s Giving Circle City Bus Tour from Left: Lynne Danyo, Karen Gleba, Genevieve Ray, Sue Krebs, Rose Marie Woodyard

BRIDGING ‘WHAT IS’ AND ‘WHAT CAN BE’

Focused on our investment priorities • Urban Revitalization • Education • Diversity

Guided by our investment principles • • • •

Informed by

Leadership Leverage Sustainability Real Change

• Researching successful models • Enlisting partners for a new approach • Identifying opportunities through competitive proposals

YORKFEDERALFELLOWS

YF

An Initiative of York County Community Foundation

Lead...Inspire...Innovate

39

NONPROFIT LEADERS

1,000s

OF LIVES TOUCHED THROUGHOUT YORK COUNTY

The York Federal Fellows in Nonprofit Community Leadership Program was created in 2006 to enhance leadership capabilities and encourage extraordinary journeys among nonprofit and government sector leaders. The program is the brainchild of Bob Pullo, retired President and CEO of the former York Federal Savings and Loan, who recognizes the value the nonprofit sector plays in creating a vibrant community.

2013 Fellows, standing left: Holly Gumke, Robert Pullo, Trent Davis. Seated: Sonia Huntzinger, Joan Mummert

York Federal Fellows Advisory Committee Randy Freedman, Chair Lou Castriota Jane Conover Ann Davis Jenny Englerth

Kevin Lenkner Suzanne McConkey Robert W. Pullo Laurie Anne Spagnola

2012 Annual Report | WWW.YCCF.ORG

21

by investing in

HIGH-IMPACT INITIATIVES

York Day Nursery Kindergarten Class

We lead community

improvement through a resultsoriented framework that sharpens our strategies to make the most of our resources. We are committed to investing in

E

EDUCATION

York County Community Foundation’s vision is that students are successful in school because they receive a premier education. But in our troubled city schools, many are concerned for the future of our children. The Foundation has long supported early education and innovative educational opportunities. In the last year, we stepped up our leadership on the issue by making the bold recommendation improve to academic and financial performance by converting the School District of the City of York 22

high-impact initiatives that effect positive change on our county’s most pressing

needs.

to an all-charter school system with the Communities in Schools approach. The recommendation, made to the Chief Recovery Officer for the District, relied on fact-based research and months of deliberation by a high caliber education workgroup formed by YorkCounts, an initiative of the Community Foundation. Since then our community has become more engaged than ever in finding answers to help our children, as evidenced by the number of letters and newspaper articles that appeared after the recommendation was made.

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

Teaching children so they are well prepared for life and work is the key to their future and the future of our community. The outcome of the debate on the future of the City’s schools is to-date undecided, but another piece of the puzzle has been put in place: The Community Foundation has been the catalyst for community dialogue to get us to the best solution for a troubled city school district.

B

HIGH-IMPACT INITIATIVES

BUGS. WEATHER. CONSTRUCTION. What child would not get excited about learning when hands-on science and technology activities are right at their fingertips? That’s just what the staff at the YMCA of York and York County learned when they partnered with York City schools to implement a STEM program in the Y Kids Club before- and aftercare program. The new STEM (Science, Technology, Engineering, Math) program incorporated a variety of tools into the Y Kids Club, including a 4-H program; sets of building toys with gears, wheels, pulleys, levers, and bridges; and science kits. The 42 participating elementary and middle school students worked independently and in groups to

enhance social, fine motor, math, and engineering skills as well as creative thinking. They built a variety of structures, learned about weather and the environment, and even took advantage of homework assistance. The 4-H portion enticed a child who had never before participated into being an enthusiastic learner. The staff documented the students’ progress throughout the school year using video cameras.

100% WELLEDUCATED

The Y staff saw firsthand the positive results of incorporating fun learning activities into their program: participation increased, and at the end of the year, all students advanced to the next grade level. Now that’s something to get excited about!

$21 m

FUND FOR YORK COUNTY AND FIELD OF INTEREST FUNDS

$1.1 m

GRANTS TO OUR COMMUNITY’S GREATEST NEEDS

Ski Sygielski, President

Harrisburg Area Community College Board of Directors, York County Community Foundation

2012 Annual Report | WWW.YCCF.ORG

23

R

REVITALIZING DOWNTOWNS

C

CONTINENTAL SQUARE

Continental Square has been the focal point of the York Community for centuries. The Community Foundation’s 2006 Beautiful York Action Plan recognized that invigorating the Square was integral to the economic vitality of the City. Our Beautiful York Advisory Committee embraced this challenge and in 2012 hired Murphy and

24

Dittenhafer architects to help us envision the possibilities. Unifying the space, highlighting the historic architecture and making the Square a destination are the priorities. Strategies include installing brick pavers throughout the square, moving traffic lights to the edges, and lighting up the historic buildings. The black glass building would be enveloped

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

in a transparent film that illustrates the history of the Square by day and by night would be the canvas for a light show projected onto its exterior. Adding two water features and tables and chairs will turn the Square into a dynamic gathering place that will ignite economic activity while bringing new life to a space that epitomizes York’s heritage.

HIGH-IMPACT INITIATIVES

M

MOVING PLANS INTO ACTION

Moving Plans Into Action is a joint venture of public and private partners working together to revitalize downtown York. Moving Plans Into Action was created by a group of York’s community leaders and philanthropists as a mechanism for bringing the essential partners and resources to the table to facilitate collaborative ventures. In its initial phase, Moving Plans into Action will concentrate on the burgeoning arts,

Moving Plans into Action The North Bend Opportunity Area Phase I Outcomes

entertainment, and retail district that radiates north and west from Continental Square. It will focus on creating more housing options and opportunities, making the area more walkable and bike-able and better utilizing the assets and features of the Codorus Creek. York County Community Foundation serves as fiscal sponsor for the project, is a funder, and is represented on the executive and advisory committees.

Park/Green Space Opportunity Area

Revitalization Opportunity Area

E

EMBRACING AGING How can we prepare for an increasing older population and reduce the stigma of aging so older adults are better integrated into all aspects of our community?

and the public sector to put together a comprehensive plan to make York County a great place to age well.

York County Community Foundation is looking for answers to that question. The Community Foundation, with support from the Hahn Home Fund, has embarked on an initiative called Embracing Aging that will develop a strategy to make York County more “age-friendly.” Building on our recent research on the needs of older adults in York County, we are gathering input from civic leaders, businesses, the media

Recent estimates show that more than a third of York County’s total population is composed of adults over the age of 50; however, a 2012 report conducted by the Milken Institute put the YorkHanover area in the bottom 20% on a ranking of the best cities for successful aging. We want to serve as a catalyst for implementing strategies to make York County age-friendly. We hope you will join us in embracing aging! 2012 Annual Report | WWW.YCCF.ORG

25

GR

Total Grantmaking

AN

A TM

4%

BY FIELD OF INTER 4%

E ST

3%

AR

EA

2012

G K IN

4%

York County Community Foundation is

helping to educate our children. The Dollars for Scholars scholarship program began locally when in 1993 Eugene Struckhoff, then Executive Director of Development and Senior Consultant for York County Community Foundation, and his wife, Norma, made a gift of $8,000 to create the Dollars For Scholars Program in York County. The number of lives affected by this initial contribution multiplies exponentially, forever.

G AL T TO

RA

N T M A K I NG B Y L Outside PA

30%

7%

$2.6 m

8%

15% 25%

Education......................................$774,882 Health & Human Needs..................$655,361

O CA T IO N

Arts & Culture................................$394,173 Embracing Aging...........................$220,472 Other.............................................$174,474

In PA

Community Development...............$108,019 Children & Youth............................$103,532 Environment....................................$98,556

York County Grants

York City Grants

Total...........................................$2,595,305

York City Grants.....................................45% York County Grants................................44% Grants in PA, but outside York County.......8% Grants outside of Pennsylvania................3%

TO VIEW ALL 2012 GRANTEES 26

Agriculture/Land Preservation..........$65,836

YCCF.ORG

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

$250,000 2012 SCHOLARSHIPS

$2,000,000 TOTAL SCHOLARSHIPS GIVEN

1,000

STUDENTS HELPED

S

STAFF

Sandra M. Aulbach Grants Administrator Patricia S. Azriel Director of Communications Jane M. Conover Vice President of Community Investment Tracy L. Daniels Managing Director of Marketing & Communications George M. Dvoryak Vice President, Finance and Operations William R. Hartman President and CEO Donna B. Jones Controller Angela M. Lauer Development Officer Michele T. McKinney Financial Administrator Vicki L. Miller Administrative Assistant Bryan K. Tate Vice President of Philanthropy

P

PRESIDENTS AND CHAIRS EMERITI

William B. Anstine Jr., Esq. Josephine D. Appell Louis J. Appell Jr. Lavern H. Brenneman* Richard H. Brown William S. Eisenhart Jr. R. Darrell Ford Benjamin A. Hoover, MD Emily Kain* David E. Kennedy William H. Kerlin Jr. Anne W. Kinsley David G. Meckley R. Eric Menzer Thomas C. Norris Harry J. Rubin David I. Sharpe Frederick B. Shearer Jr. S. Walter Stauffer* Beauchamp E. Smith* Thomas W. Wolf William B. Zimmerman

HIGH-IMPACT INITIATIVES

S

SUSTAINERS

York County Community Foundation’s $1.3 million Growth Initiative from 2002 to 2005 was guided by donors whose leadership gifts of $25,000 or more were meant to sustain the growth of the Community Foundation’s work in the community. Josephine D. and Louis J. Appell Jr. W. Dale Brougher Foundation Chloé R. Eichelberger Glatfelter Glatfelter Insurance Group Mr. and Mrs. Arthur J.* Glatfelter Michael L. and Catherine A. Gleim The Graham Foundation Tim and Nancy* Grumbacher John Schmidt Foundation William H. Kerlin Jr. Delores Kerlin Kinsley Family Foundation

Frank* and Susanne Motter Tom and Joan Norris PeoplesBank, A Codorus Valley Company W. Scott and Brenda S. Rhinehart Bill* and Judy Simpson Carolyn Eyster Steinhauser The Stewart Foundation Susquehanna Pfaltzgraff Co. Perform Group, LLC The Wolf Organization William T. and Cornelia W. Wolf The York Water Company John D. and Kathryn W.* Zimmerman

F

FOUNDERS

The following donors contributed leadership gifts through two initiatives designed to preserve the future of the Community Foundation. Through our Revitalization and Growth Initiatives, we raised nearly $3 million to support operations. We thank our Founders and Sustainers for their support. William B. Anstine Jr., Esq. Josephine D. and Louis J. Appell Jr. The Bon-Ton Stores Foundation Alice Marie and Michael Boustead W. Dale Brougher Foundation CoreStates Bank, N.A. DALLCO Industries Donald C. Dallmeyer Dauphin Deposit Bank and Trust Company Drovers and Mechanics Bank Chloé R. Eichelberger Glatfelter Company Glatfelter Insurance Group Michael L. and Catherine A. Gleim The Graham Group Grumbacher Family Foundation The M. S. Grumbacher Foundation George W. and Martha Z. Hodges Leslie A. and Jill Jones The Kinsley Family Foundation M&T Bank Fred B. Minnich

Frank* and Susanne Motter New Standard Corporation ParenteBeard, LLC PeoplesBank, A Codorus Valley Company Perform Group, LLC Robert W. and Donna J. Pullo The RG Charitable Foundation Mike and Jane Rice Carolyn Eyster Steinhauser The Stewart Foundation Susquehanna Pfaltzgraff Foundation The Wolf Foundation Coni L. Wolf Thomas W. and Frances D. Wolf William T. and Cornelia W. Wolf York Federal Savings & Loan Foundation York International York Newspaper Company The York Water Company John D. and Kathryn W.* Zimmerman William B. and Patty T. Zimmerman Anonymous

* We remember

2012 Annual Report | WWW.YCCF.ORG

27

2012

Individual Donors A Anonymous (9) Mr. and Mrs. Joseph P. Adamchak Derek and Wilda Alessi Mary Lou Alsentzer Mr. and Mrs. Pradeep Alur Carl Anderson D. Reed Anderson

LEGACY

Mr. John H. Anderson Jr. Mr. and Mrs. Marc S. Anderson Peter and Sandra Andrews Ann Anstadt Mr. and Mrs. William B. Anstine William B. Anstine Jr. Barbara F. Appell Josephine D. Appell Louis J. Appell Jr. Mr. and Mrs. Louis J. Appell Jr. Louis J. Appell III Angelina Argento Ms. Linda T. Armstrong William and Mary Atwater Sandra M. Aulbach Mr. and Mrs. Thomas J. Aulbach Sara A. Austin Mr. and Mrs. Darrell W. Auterson Patricia S. Azriel

B

Carl Anderson, Owner

Law Office of Carl E. Anderson Board of Directors, York County Community Foundation

28

Mr. and Mrs. William M. Bair Don C. and Rebecca B. Baker Patricia N. Bartels David and Peggy Baum Mr. and Mrs. Neil S. Beck Mr. and Mrs. David Beecher Karen S. Behr John and Nancy Behrmann Kathryn E. Bentz Kathryn and Lester W. Bentz Ms. Joyce E. Bentzel Mr. and Mrs. James K. Bergdoll Dr. and Mrs. Francis T. Bergin Jr. Mr. and Mrs. Rob Berkebile Norma R. Bernstein Michael and Rebecca Bingham Judith V. Blakey Ms. Julie Blakey Butler Bernhart N. Blatner

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

Mr. and Mrs. Maurice H. Bobst Jr. David and Cindy Bode Ms. Ellen E. Bolton Mr. and Mrs. Herbert L. Bomberger Christopher and Mary Ellen Bongart Mr. and Mrs. Robert C. Borden Ms. Janice P. Bortner Mr. and Mrs. Frederick E. Botterbusch II Rob Bowen Scott and Mary Ellen Bowman Robert H. and Barbara E. Boyer Dr. and Mrs. James M. Boyle III Vernon Bracey John and Christie Bracher Ms. Rachel R. Brown Ms. Jessica Brubaker Patrick and Jessica Brubaker Peter and Meg Brubaker Katherine K. Bulette Katherine K. and Warren C. Bulette Bushwick Levin Family Dr. and Mrs. Vincent Butera Francine Camitta Butler Mr. and Mrs. Harold C. Butler Jr. Leon Butler Mr. Eugene C. Byers Kathryn L. Byrnes Randy and Susan Byrnes

C Tonia D. Calabretta Ms. Frances W. Callahan Mr. and Mrs. Frederick B. Callahan Ms. Sara S. Campbell Ms. Elizabeth Carruthers Mr. and Mrs. Edward M. Carstarphen III Mr. and Mrs. William S. Carter Erin Casey Janet B. Cassimatis Ms. Amy Chamberlin Charles Chodroff Henry and Edna Christ Michele and Matt Chronister Anne M. Collier David R. Confer and Susan D. Krebs

Y

YMCA OF YORK AND YORK COUNTY Encouraging 42 York City students to love science, technology, engineering and math (S.T.E.M.)

DONORS

T

THE HANOVER FOOD PANTRY Feeding 350 families in Hanover

F

Corey and Judith Ericson Donna Ernst Mr. William H. Erwin Mr. and Mrs. Douglas F. Eshelman Ashlee Etzweiler Marsha Everton Marsha Everton and Jack Stover William M. Eyster II

FUTURE LEADERS OF YORK

Teaching 25 teens the nuts and bolts of philanthropy

F

Mrs. Victoria Connor Ms. Jane M. Conover Maria Musti Cook Katherine Costello Miriam L. Cromis Mr. and Mrs. Wayne L. Crone David L. Cross Mr. and Mrs. Thomas E. Crossman Arthur and Janet Crovatto Mr. and Mrs. Jim Cummings Alan and Lisa Czyzewicz

D Ms. Leigh Dalton Ms. Tracy Daniels Mr. and Mrs. Bill Dannehl Nicole Dannehl Mr. Dale F. Danner Dr. and Mrs. Joseph J. Danyo Lynne M. Danyo Mr. and Mrs. Michael L. Darr Linda and Dave Davidson Linda B. Davidson Ms. Jane G. Davis Mr. and Mrs. John V. Decker John and Patricia DeFelice Dave and Nancy Dellinger Jane and Donald B. Dellinger Jr. Mr. Woodrow S. Dellinger Jr. Dr. and Mrs. William Delp Tracey DePasquale Dorothy Devitt Ms. Julie Dietz Wheeler Ms. Sally J. Dixon David and Lori Dolan Duane Doll Thomas E. and Cindy Donley Ms. Hope Donnell Thomas and Adele Donnelly Mr. and Mrs. Richard A. Dorwart Mr. Charles E. Ducker and Ms. Jill L. Urey Ms. Denise Dutton Mr. George M. Dvoryak Elaine E. Dye ChloĂŠ R. Eichelberger Carol Eigenrauch Mr. William S. Eisenhart Jr. Shaun and Patricia Eisenhauer Erda and Bob Erdos

Bob and Linda Farnsworth Christy Fawcett, Esq. Ms. Rosanna M. Felix Steven and Nancy Ferguson John L. and Virginia M. Finlayson Mr. John Finlayson Jerry M. and Marjorie A. Franek Martha Frankenberry Mr. and Mrs. Howard B. Freedman Randy Freedman Gordon and Ellen Freireich Mr. and Mrs. Gerald Frey Ms. Joanne S. Frisby Dante and Annette Fuligni Mr. and Mrs. Arthur J. Full

Mr. Joshua Hankey Mr. and Mrs. Stewart E. Hartman Jr. Mr. and Mrs. William R. Hartman Mr. and Mrs. Robert E. Hartsough Joseph F. Hasenfuss Michael and Katherine Haun Ken and Judy Heaps James M. Henderson Jr. Mary Lou Hendrix Mr. and Mrs. Irwin H. Hershner Jr. Mr. and Mrs. Eric L. Heyer Ms. Nancy G. Hillesheim Mr. William F. Hoffmeyer, Esq. Patricia Hogg Ms. Patricia B. Hollander Jenny and Carolyn Holleran Ms. Karen Hook Anne C. and Benjamin A. Hoover II, M.D. Russell Horn Sr. Ray and Lorraine Hovis Michelle Hovis & Robert Stephenson Mr. and Mrs. Steven M. Hovis Donald B. and Mary Ellen E. Hoyt Margaret L. Hughes Austin and Sara Hunt Alice Maureen and Joseph B. Hunter Sonia Huntzinger Angela Y. Huyghue

G Ms. Dana Gamble Baron and Lydia Gemmer Kim, Cole, and Paige Gentry Mr. and Mrs. Douglas W. George Joanne Gerlach Mr. John W. Giambalvo, Esq. Richard T. Giblin Jerry L. Gingerich Daryl and Jane Girton Mr. and Mrs. John L. Gladfelter Mr. Larry E. Gladfelter Mr. and Mrs. Arthur J.* Glatfelter Susan M. Glatfelter Mrs. Susan W. Glatfelter Mr. William L. Glatfelter III Jim and Karen Gleba Karen Gleba Deborah Gogniat Rodger and Sandra Goodling Mrs. Penny White Gordon Mr. Mike Grady and Barbara J. Winch Graham Partners, Inc., Steven Graham, and Christina Morin Mr. and Mrs. John E. Graybill III Ms. Mary J. Green Mr. and Mrs. Rees Griffiths Larry and Kristine Gross Randall and Laura Gross

Education

$774,882 GRANTED

H Michael and Melanie Hady Mr. and Mrs. Homer S. Hagenbuch Ms. Charlotte R. Halpin Mr. and Mrs. David C. Hamme

2012 Annual Report | WWW.YCCF.ORG

29

T

Susan D. Krebs Kurt and Susan Krieger Loren H. Kroh Mr. and Mrs. John D. Krout Mr. and Mrs. Paul H. Krumrine III Ms. Hollingsworth Kruper Dennis Kunkle and Julie Kemper-Kunkle Mr. and Mrs. Hugh W. Kutz

YORK COUNTY LIBRARY SYSTEM

Merging 2,000 resources electronically to create better access

L Mr. Benjamin Laden Steven W. Lady and Sharon D. Smith Mr. and Mrs. William L. Landes Jane E. Landis Dr. and Mrs. Robert C. Landis Ms. Annette M. Lang Linda J. Larsen Dr. and Mrs. Samuel S. Laucks II Angela Lauer Dr. and Mrs. Stanton S. Lebouitz, M.D. James Leedy and Julie Conrad-Leedy John R. and Pamela A. Leonard Dr. Charles Levine Barbara C. Linder Mr. and Mrs. Michael T. Linkous Susan D. Linton Jeff and Cindy Lobach Bambi Long Mr. and Mrs. William S. Long Mr. and Mrs. William Lowe

I Mr. and Mrs. Mervin R. Ice Dr. and Mrs. Robert V. Iosue

J Mr. and Mrs. Kenneth Jelonek Jim and Connie Jiranek Dr. and Mrs. Dennis Johnson Ellen Johnson Ms. Barbara W. Johnston Mr. and Mrs. Kenneth Johnston Donna B. Jones Leslie A. and Jill Jones Ms. Cynthia Jordan

K Christine Kahley Betsy Keefer Mr. John H. Keesee Mr. Horace Keesey III John and Mary Keffer Jake and Jody Keller David E. and Beverly A. Kennedy Sean and Laura Kenny Bill and Kim Kerlin Sylvia M. Kindig Mrs. Rhoda Kingston Timothy and Anne Kinsley Anne W. Kinsley Mr. and Mrs. Henry H. Kirkpatrick Jr. Dr. and Mrs. Ronald L. Klimes Mr. and Mrs. Burton W. Kniseley Ms. Anne C. Knorr Gary and J. L. Knott Jeffrey and Judy Kochenour Mr. and Mrs. Ivan Kranich

M Mr. and Mrs. Donald E. MacAskill Mr. and Mrs. Donald R. Maceslin Stacey R. Macneal Esq. Joseph G. Dail and Martha E. Macreynolds Lynne Manchester Ms. Janet E. Mariani Ms. Kay M. Marquet Ms. Annette Masenheimer Holly A. Mayer Mr. and Mrs. Joe Mazzucchelli Frances W. McCabe Ms. Cathy A. McCain Suzanne McConkey Michele T. McKinney G. Steven and Linda W. McKonly R.S. and D.A. McNamara

gift helped create a vibrant in 2012 your

Y O R K 30

C O U N T Y

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

Ms. Karen S. McPhillips Mr. and Mrs. Alan W. Mead Mr. Daniel G. Meckley III Mary Meisenhelter Joan C. Menzer Kendall and Eric Menzer Steven and Cynthia Merrick Robert Meyerhoff, James Cochran and Fitzhugh Farm Drs. Edmund and Esther Miller Martin and Erin Miller Mr. Ryan M. Miller Mrs. Vicki L. Miller Henry and Kate Minchin Dr. and Mrs. Carroll L. Missimer

N

NEW HOPE MINISTRIES

Counseling 279 low income clients to achieve financial stability

Mrs. Lori O. Mitrick Mr. Phil Moore Mr. Richard Morecz James Morgan Family Lillian M. Morgan Mr. and Mrs. Thomas D. Morley Caroline Morris Susanne M. Motter Ms. Trudy Motter Mrs. Joan J. Mummert Donald T. Murphy Jr. Mr. John H. Myers II

N Ms. Adele M. Naglieri Mr. Irvin S. Naylor Charles and Barbara Neiman Mr. and Mrs. Carl F. Neu Jr. Robert and Lynn Newcomer

S

SERVANTS INC

Coordinating 200 volunteers to help those in need

DONORS

Downtown Revitalization $108,019 GRANTED

Christopher and Lorene Newman Michael and Eloise Newsome Nancy S. Newton Barbara Nixon

O John and Beverly Opilo

P Mr. and Mrs. Wade H. Paramore Ms. Cheryl A. Parker Mr. and Mrs. Dante C. Parrini Mr. and Mrs. Michael S. Paules Dennis W. and Susan M. Pearsall Mr. and Mrs. Michael A. Pellegrino Thomas and Cathy Pendergast Ms. Susan Perlman Mr. and Mrs. Daniel B. Poehler Frances M. Polk Mr. John M. Polli Kris Pollick Dino and Evelyne Pritsios Dr. and Mrs. George L. Provost Donna J. Pullo Robert W. and Donna J. Pullo

Q Grace T. Quartey

R Mr. Christopher M. Reber Jane F. Reich Mr. and Mrs. Paul E. Reichart Mr. and Mrs. Donald L. Reihart Helen L. Renner, Ph.D. Bill and Nancy Rexrode W. Scott and Brenda S. Rhinehart Jack and Pat Richards Ray Rife Mr. and Mrs. Timothy J. Ripper Max and Holly Rishel Ms. Jennifer Roberts Ms. Annette K. Roderick Dr. and Mrs. Joel Rodney Judith D. Rodney Scott and Bernadette Rogers Dr. and Mrs. John J. Romano W.F.O. and Elinor Rosenmiller III Dr. and Mrs. Gilmore M. Rothrock Ms. Pam Royer Mr. and Mrs. Harry J. Rubin Paul and Lori Rudy

George Ruffin Ms. Sallie Russ Mr. and Mrs. Tim L. Rutter

S Dr. and Mrs. John K. Sanstead Mr. Gerald L. Savitz Mr. G. Edward Saxe Mr. Richard B. Schiding John C. and Sue C. Schmidt John R. Schmitt Mr. and Mrs. William D. Schrack III Dr. and Mrs. Adolf Schreiber Mr. and Mrs. Jan K. Schwartz Mr. and Mrs. Lon A. Seidenstricker Hillard F. Selck, Julie Selck Kammerich, Sandy Selck Rohrbough Ralph M. Serpe Ms. Geraldine A. Shaffer Mr. and Mrs. Keith A. Shaffer Mr. and Mrs. Michael T. Shea Mr. and Mrs. Keith E. Shermeyer Mr. and Mrs. Basil A. Shorb III Mr. and Mrs. John J. Shorb Ms. Debra L. Shultz John V. and Susanna Silcox Judy Simpson Tom Simpson, Bob Simpson, Mary Cluff, Ruth Warwick Richard and Barbara Sindicich William H. Simpson* Dirk and Julie Slack Ms. Alice Sloan Mark and Cynthia Slobodian Shirlee J. Smolin Mr. and Mrs.Alan Snook Mr. and Mrs. Charles W. Snyder Ms. Joanna M. Snyder Steve E. Snyder Mr. and Mrs. James C. Sorensen Mr. and Mrs. Jimmie Spagnola Gary and Sherry Spence Sarah Bolton Stahl Mr. and Mrs. David E. Stauffer Joan F. Stauffer

Mr. and Mrs. Jack E. Steich Dr. Charles A. Stein III and Mrs. Joyce Hoy Stein Carolyn Eyster Steinhauser Ms. Sharon D. Stern Dennis and Karen Sterner Mr. Nathan J. Sterner Rosalie F. Stetler Terrence and Linda Stewart David and Mary Stewart Norma H. Stewart Robert J. Stewart Patti Stirk Patti Stirk and Jeff Hines Mr. and Mrs. James C. Stouch Frances J. Stover Mr. and Mrs. Gene H. Strausbaugh James and Grace Strickland Paul Summers

J

JEWISH FAMILY SERVICES Helping 70 aging Yorkers go places

William H. Swartz III Margaret Z. Swartz Mr. John J. Sygielski

T Bryan K. Tate Mr. Michael Thew Ms. Angela R. Thompson Michael and Judy Thornton Jean M. Treuthart Lynn Trout

U Wayne and Karen Umland Dr. and Mrs. Furman T. Updike Jr.

V Albert and Joanne VanRoden

Aging

W Mr. David Wagenknecht Ms. Carol Wagman Carol D. Wagman Richard E. and Carol D. Wagman Edward and Sally Wagman Joe and Susan Wagman Jack and Anne Wagner Justine Warfield Mr. and Mrs. John Wasilewski Debbie and John Weaver Mr. and Mrs. Ken Weaver

$220,472 GRANTED

2012 Annual Report | WWW.YCCF.ORG

31

Y

YORK COUNTY LITERACY COUNCIL Engaging 20 parents in the Readers Raise Achievers Program

Ms. Margaret S. Welsh Ms. Anna F. Weyant Michael and Julie Wheeler Mrs. Mary Ann Whelan Donald M. Whistler Metza Y. Whiteley Mr. and Mrs. Bernard E. Wible Ms. Margaret A. Williams Mr. and Mrs. Dennis E. Willman Ray and Margaret Wilson Joel and Lisa Winer Mr. and Mrs. Anthony S. Winter John U. and Charlotte S. Wisotzkey Ms. Karen E. Wix Coni Wolf Cornelia A. Wolf Cornelia W. Wolf Frances D. Wolf Hank and Joan H. Wolf Mr. and Mrs. Stephen D. Wolf Susan Hantz Wolf William T. and Cornelia W. Wolf Mr. Michael E. Wood Rose Marie Woodyard Dr. Deborah L. Wortham

Y Mr. and Mrs. Donald H. Yost Frank and Debra Young Mr. and Mrs. Mark R. Younker

Z Mr. and Mrs. Geoff Zech Charles Zimmerman and Anne Zimmerman Mr. Harry C. Zimmerman Jr. John D. Zimmerman Bill and Patty Zimmerman

Contributions in memory of: Mary Elizabeth Baker Harvey Bradley Albert G. Blakey III Joshua T. Cervenak Amy Covert

32

N

NATIONAL MULTIPLE SCLEROSIS SOCIETY OF CENTRAL PA

Louise Mae Daugherty Benjamin E. Druck Arthur Freas Dorothy Froehlich Barbara Grady Marjorie A. Hock Samuel F. Meisenhelder Joyce Ottemiller Dr. William Shue William H. Simpson Greg Stanson Carlton Stauffer Ralph Strayer George Ward Marie Etzweiler Warner

Helping 5 families living with MS with home projects and chores

In-kind Contributors for 2012

Bequests Estate of Albert G. Blakey III Estate of Charlotte R. Langione Estate of Raymond L. Ness Estate of John T. Smith Estate of Donald A. Swartz Roland M. and Lillian R. Whitmire Trust

P

Kline Graphic Design Leg Up Farm, Inc. Memorial Health Systems Corporation Murphy & Dittenhafer, Inc. New Muse Entertainment, LLC Mr. Robert W. Pullo Mr. Ralph M. Serpe, CFRE The Yorktowne Hotel York County Estate Planning Council York Jewish Community Center York Symphony Association York Water Company

PENNSYLVANIA PARKS AND FORESTS FOUNDATION Making one playground at a time accessible for all

Erdos

Erda G. and Robert W. DONOR SPOTLIGHT Donor Advised Funds - you stay involved.

Erda G. and Robert W. Erdos Fund (1995) Erda and Bob Erdos, who have lifelong histories of community involvement, created the Fund to help secure the future of organizations they care about. “In years ahead, we would like the Fund to support organizations that are important to us so that they will continue to serve the York community,” the Erdoses said. “In the distant future, when we no longer advise the Fund, we have confidence in York County Community Foundation’s ability to assess community needs and allocate income from the Fund accordingly.”

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

DONORS

2012 Contributions Corporations, Institutions and Nonprofits A

K

T

Aero Energy Alternative Therapies American Association for Homecare Angus Energy Association of American Railroads Association of Ski Defense Attorneys

Kinsley Construction, Inc. The Kinsley Foundation Crull S. Kister Trust Earl and Winifred Knudsen Charitable Trust

George and Dianne Thornton Private Foundation Town & Country Leasing, LLC TruEffect, Inc.

B Barley Snyder LLC Barton Associates, Inc. Bell Socialization Services Better York The Bobcat Foundation W. Dale Brougher Foundation Burdis Family Foundation

C Central Penn Benefits Central Pennsylvania Leadership Seminar Cherry Lane Realty, Inc. Christ Lutheran Church (York) City of York County of York James Craft & Son, Inc. Cultural Alliance of York County C.S. Davidson, Inc.

D Dover Eagle Athletic Booster Club

F Flinchbaugh Engineering, Inc. Flying Feet Sport Shoes Frontier Communications Corporation Fund Evaluation Group, LLC

G Garden Club of York Gavin Communications LLC GE Foundation Glatfelter Glatfelter Fund Glatfelter Insurance Group The Graham Foundation The Grumbacher Family Foundation The M. S. Grumbacher Foundation

N New Level Advisors, LLC New Standard Corp. Normandy Real Estate Management Northern York County Historical and Preservation Society, Inc. NRG Controls, Inc.

P PACE Resources, Inc. ParenteBeard LLC Penn Waste, Inc. Pennsylvania Chamber of Business & Industry Pennsylvania Economy League, Inc. The Pennsylvania Economy League of Southwestern PA PeoplesBank, A Codorus Valley Company Perform Group, LLC Phoenix Contact, Inc. Planned Parenthood of Central Pennsylvania Bob Potts Marathon Fund Powder Mill Foundation Pustorino, Tilton, Parrington & Lindquist

W G.A. and F.C. Wagman, Inc. Airie Knipel, Harry V. and J. William Warehime Foundation WellSpan Health Wertz Family Charitable Trust The Wolf Organization, Inc.

Y York Audubon Society York County 4 H Development Council York County 4-H Endowment York County Agricultural Society York County Bar Association York County Chamber Foundation York County Economic Alliance York County Honors Choirs York Day Nursery, Inc. York Little Theatre York Symphony Association York Traditions Bank The York Water Company YorkCounts

$7.4 m GIVEN

R Railway Supply Institute Reinsel Kuntz Lesher LLP RenRe Energy Advisors, Ltd. River Rock Academy Rotary Club of York St. Paul Evangelical Lutheran Church Shipley Family Foundation Shipley Group Snow Time, Inc. Southern York County Schools Dollars For Scholars Spring Garden Band Spring Grove Area Education Fund Spring Grove Area Scholarship Foundation Springetts Land Corporation Springettsbury Township Stock and Leader, LLP Strobeck’s Lawn Care Susquehanna Bank

The Jewish Community Foundation of Central Pennsylvania

Vietnam Veterans Memorial

M&T Charitable Foundation Maryland & Pennsylvania Railroad Preservation Society Metro Bank Moxie Design & Marketing, LLC Mt. Zion United Church of Christ Murphy & Dittenhafer, Inc.

H. and H. General Excavating Co. Historic Prospect Hill Cemetery Heritage Foundation The Hodges Family Foundation Russell and Eleanor Horn Foundation

J

V

M

S

Inspiring H.O.P.E., Inc.

United Concordia Companies, Inc United Way of York County UPMC Diversified Services Inc.

Land FX, LLC Leave A Legacy® York County Lift, Inc.

H

I

U

L

Bryan Tate, Vice President of Philanthropy York County Community Foundation

2012 Annual Report | WWW.YCCF.ORG

33

by building

ENDOWMENT

ROBERT R. ANDERSON FAMILY FUND

$1 m

ORIGINAL GIFT AMOUNT

$1 m

GRANTED AS OF 2012

$1.2 m

CURRENT FUND SIZE

Building the Community Foundation’s endowment is to the success York County’s future

vibrancy. Our goal is to preserve and enhance the purchasing power of the endowment. We do this by careful stewardship of the endowment and through a prudent long-term investment strategy.

R

ROBERT R. ANDERSON FAMILY FUND

The Power of Endowment

In an incredible example of the power of endowment, the Robert R. Anderson Family Fund has surpassed the $1 million mark for grants and scholarships awarded in support of agriculture in York County 34

key

while still growing its endowment to $1.2 million. The Anderson Fund was established in 1995 with a gift of $1 million by Dr. Isabel Anderson, photo right.

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

$79.3 m

TOTAL ASSETS

BUILDING ENDOWMENT

I

Investment Management The Community Foundation maintains well-diversified portfolios that are invested with the goal to preserve and enhance the real value of these assets over time. The Community Foundation engages Fund Evaluation Group (FEG) and Mason Investment Advisory Services

$7.4 m

2012 GIFTS

$2.6 m

GRANTED

to manage the asset allocation and advise the Investment Committee on allocation strategy and investment policy. A Socially Responsible Investment Portfolio is available for donors who prefer that option.

Investment Performance Summary Periods Ending December 31, 2012

1 Yr.

3 Yr.

10 Yr.

Total Return for Core Portfolio Benchmark

15.2% 11.6%

8.7% 7.4%

7.3% 5.7%

Cash

ASSET ALLOCATION TARGET WEIGHT Large / Mid Cap Equity........................................ 19.2%

Real Estate Diversifying Strategies

Small Cap Equity................................................... 9.6% International Equity.............................................. 11.0% Emerging Markets................................................. 8.0%

Natural Resources

Large/Mid Cap Equity

International Small Cap......................................... 4.6%

Small Cap Equity

Hedged Equity...................................................... 8.0% Fixed Income...................................................... 20.4% Natural Resources................................................. 7.0%

Fixed Income International Equity

Real Estate........................................................... 4.0% Diversifying Strategies........................................... 8.0% Cash.................................................................... 0.2%

S

SPENDING POLICY Spending policy is determined by averaging the previous 12 quarters of the fund’s investment balance (ending June 30th of each year), then applying a percentage that is available for grantmaking. The Community

Emerging Markets

Hedged Equity

International Small Cap Foundation’s current spending rate is 4.5% of this average value. Investment return in excess of the spending policy is retained in the fund to provide growth of principal.

As long-term investors, we recognize that there could be periods of both significant market increase and decline. Our asset allocations are designed to provide for spending policy, inflation, fees and growth of principal. 2012 Annual Report | WWW.YCCF.ORG

35

STATEMENT OF FINANCIAL POSITION STRONG & C SE URE

York County Community Foundation December 31, 2012 and 2011

ASSETS

2012 2011

Cash $214,629 $62,304 Investments 77,416,928 64,657,790 Contributions receivable 200,434 253,637 Beneficial interest in trusts 1,193,195 1,092,737 Leasehold improvements & equipment, net 90,314 169,217 Other assets 163,880 156,609 $79,279,380 $66,392,294 LIABILITIES Grants payable $147,509 $73,748 Accounts payable and accrued liabilities 26,606 17,302 Liability to life income beneficiaries under split-interest agreements 3,456,669 3,275,879 Funds held as agency endowments 11,557,506 8,922,613 15,188,290 12,289,542 64,091,090 54,102,752 $79,279,380 $66,392,294

NET ASSETS

STATEMENT OF ACTIVITIES

York County Community Foundation For the years ended December 31, 2012 and 2011

2012 REVENUES, GAINS AND SUPPORT Total amounts raised Amounts received for agency endowments Contributions Investment income Investment gains (losses) Change in split interest agreements Other income

2011

$7,366,108 $5,238,959 (1,631,842) (597,568) 5,734,266 4,641,391 1,546,798 1,295,024 5,927,725 (2,435,993) 370,808 (186,895) 29,644 22,053 13,609,241 3,335,580

EXPENSES Program Services: Distributions from funds 2,595,305 2,547,748 Distributions from agency endowments (330,987) (301,112) Grant distributions 2,264,318 2,246,636 Charitable programs 561,157 394,898 Total program services 2,825,475 2,641,534 Administrative and development 795,428 730,432 Total expenses 3,620,903 3,371,966 9,988,338 (36,386) CHANGE IN NET ASSETS Bill Hartman, President and CEO York County Community Foundation

NET ASSETS AT BEGINNING OF YEAR NET ASSETS AT END OF YEAR

54,102,752

54,139,138

$64,091,090

$54,102,752

The above financial information was extracted from audited financial statements. A complete audited financial statement with accompanying notes and opinion is available for inspection at the York County Community Foundation office.

36

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

N

St. Paul

Evangelical Lutheran Church Endowment Fund

St. Paul Evangelical Lutheran Church traces its Spring Grove roots back to 1878, with the congregation officially charted in 1880. One hundred and thirty-four years later, the Church established this endowment fund as a way to endow permanently its legacy gifts through the respected investment strategies of the Community Foundation while maintaining flexibility for future generations.

120

TOTAL HERITAGE FUNDS

$14,948,317 TOTAL ASSETS HELD IN HERITAGE FUNDS

$461,122

GRANTS BACK TO NONPROFITS THROUGH HERITAGE FUNDS

As York County’s sole endowmentbuilding nonprofit organization, York County Community Foundation makes a great partner for area nonprofits wishing to build endowment. St. Paul Evangelical Lutheran Church joins more than 120 nonprofits that have entrusted their endowments to the Community Foundation. The Community Foundation helps St. Paul’s grow its endowment by working with Church members to make gifts of cash, stocks, bonds, real estate or other assets that qualify for the maximum tax advantage under federal law. In addition, the Community Foundation can help Church members achieve their personal legacy and build the Church’s endowment through their estate plans or by creating life income gift funds. St. Paul Evangelical Lutheran Church realizes the importance of proper stewardship, and joins an investment pool of more than $79 million, thereby providing an economy of scale for a diverse investment portfolio. In addition, the Church can take advantage

NEW HERITAGE FUNDS FOR 2012

Leg Up Farm Endowment Fund Maryland and Pennsylvania Railroad Preservation Society Endowment Fund St. Paul Lutheran Church Endowment Fund

of the Community Foundation’s professional investment management services that generate a stable income stream, as well as leave the burden of complicated tax filings and investment decisions to an organization that has a reputation for financial excellence. St. Paul’s can elect whether to receive an annual distribution from the fund for the Church’s immediate needs or reinvest for growth of the fund.

2012 Annual Report | WWW.YCCF.ORG

37

H

HERITAGE FUND PARTNERS Creating a Vibrant York County

Donors who wish to ensure an ongoing

gift to these organizations are encouraged to contribute to the endowed funds in any amount.

A

K

U

ACCESS-York Endowment Fund (1993) Adams Hanover Counseling Services Endowment Fund (2007) Arc of York County Endowment Fund (1994) Atkins House Endowment Fund (1998)

Kaltreider-Benfer Library Endowment Fund (2001) Kreutz Creek Valley Library Center Endowment Fund (2001)

United Way of York County Endowment Fund (1994)

L

V Village Library Endowment Fund (2001)

W

Bell Socialization Services Endowment Fund (1998) Big Brothers Big Sisters Endowment Fund (1999) The Bobcat Foundation Endowment Fund (2009) Byrnes Health Education Center Endowment Fund (2000)

Lancaster Theological Seminary Endowment Fund (1998) Leadership York Endowment Fund (1997) Leg Up Farm Endowment Fund (2012) Logos Academy Endowment Fund (1999) Lutheran Social Services of South Central Pennsylvania Endowment Fund (1999)

C

M

Central PA HOBY Endowment Fund (2011) Children’s Home of York Endowment Fund (1994) Lehman Center of Children’s Aid Society Endowment Fund (1994) Nicarry Child Counseling Center of Children’s Aid Society Endowment Fund (2002) Church Women United in York County Endowment Fund (2001) Collinsville Community Library Endowment Fund (2001) Crispus Attucks Association Endowment Fund (1993) Cultural Alliance Endowment Fund (2002)

Make-A-Wish Foundation of South Central PA Endowment Fund (1995) Martin Library Endowment Fund (1995) Maryland and Pennsylvania Railroad Preservation Society Endowment Fund (2012) Mason Dixon Public Library Endowment Fund (2005) Christa McAuliffe Scholarship Foundation Endowment Fund (1993) Memorial Hospital Auxiliary Scholarship Fund (2003) Memorial Hospital Endowment Fund (2008) Mental Health America of York & Adams Counties Endowment Fund (1994) Mt. Zion United Church of Christ Endowment Fund (2007)

YMCA of York and York County Endowment Fund (1993) York Art Association Endowment Fund (2005) York Benevolent Association Endowment Fund (2006) York City Little League Forever Fund (2007) York County 4-H Endowment Fund (2008) York County 4-H Futures Fund (2006) York County Agricultural Society Foundation Fund (2011) York County Bar Foundation Endowment Fund (2008) York County Chamber Foundation Fund (1997) York County Heritage Trust Endowment Fund (AIM) (1996) York County Heritage Trust Endowment Fund (1995) York County Honors Choirs Endowment Fund (2005) York County Junior Golf Association Endowment Fund (2006) York County Literacy Council’s Literacy Fund (1993) York County Literacy Council-Hanover Endowment Fund (2007) York County Parks Foundation Endowment (1998) York County SPCA Endowment Fund (2008) York Habitat for Humanity Endowment Fund (2000) York Jewish Community Center Endowment Fund (2008) York Junior Symphony Orchestra Endowment Fund (2005) York Little Theatre Endowment Fund (1993) York Rotary Endowment Fund (2000) York Suburban Education Foundation Endowment Fund (2011) York Symphony Endowment Fund (1998) York Youth Symphony Endowment Fund (2005) YorkArts Endowment Fund (2005) YWCA of York Endowment Fund (1994)

B

D Dillsburg Area Public Library Endowment Fund (2001) Dover Area Community Library Endowment Fund (2001)

E

N

Easter Seals Endowment Fund (1998) Eichelberger Performing Arts Center Endowment Fund (2007) Emmanuel United Church of Christ Endowment Fund (2007)

New Birth of Freedom Boy Scout Council Endowment Fund (2002) Northern York County Historical and Preservation Society Endowment Fund (2011)

F

O

Farm & Natural Lands Trust of York County Endowment Fund (2000) ForSight Vision Endowment Fund (1994)

Olivia’s House Endowment Fund (2007) Otterbein United Methodist Church (Mt. Wolf) Endowment Fund (1996)

G

P

Girl Scouts in the Heart of Pennsylvania Endowment Fund (1999) Glatfelter Memorial Library Endowment Fund (1995) Bill Goodling Teacher Scholarship Fund (2002) Greater York Center for Dance Education Endowment Fund (2005)

Penn-Mar Organization Endowment Fund (1998) Planned Parenthood of Central Pennsylvania Endowment Fund (2004) Preservation Pennsylvania Endowment Fund (1999)

H

Red Land Community Library Endowment Fund (2001)

Hanover Area Family YMCA Fund (2007) Hanover Area Historical Society Endowment Fund (2007) Hanover Hospital Endowment Fund (2007) Hanover Public Library Endowment Fund (2001) Historic Prospect Hill Cemetery Heritage Fund (2009) Homewood Foundation Endowment Fund (2004) Arthur Hufnagel Library Endowment Fund (2001)

J The Janus School Endowment Fund (2007) Jessica and Friends Community Endowment Fund (2002) Junior Achievement of South Central Pennsylvania Endowment Fund (1994) Junior League of York Endowment Fund (1999)

38

R S St. John’s 1755 Fund (2006) St. Paul Evangelical Lutheran Church Endowment Fund (2012) Harry J. and Evelyn M. Samuelsohn Fund for Margaret Moul Foundation (2008) Shadowfax Corporation Endowment Fund (1996) Southern York County Library Endowment Fund (2001) Spring Grove Area Educational Fund (2007) Strand-Capitol Performing Arts Center Endowment Fund (1994) Susquehanna Heritage Corporation Fund (2007) Susquehanna Waldorf School Endowment Fund (2006) Gretchen Wolf Swartz Scholarship Fund (2001)

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

Warehime/Myers Mansion Endowment Fund (2006) Windy Hill Senior Center Endowment Fund (2011) WITF Endowment Fund (2011)

Y

Dollars for Scholars Endowments Central York Dollars For Scholars Endowment Fund (2000) Dallastown Dollars For Scholars Endowment Fund (1995) Eastern York Dollars For Scholars Endowment Fund (2001) Northeastern School District Scholarship Endowment Fund (1995) South Eastern Dollars For Scholars Endowment Fund (1999) South Western Dollars For Scholars Endowment Fund (1999) Southern York County Schools Dollars For Scholars Endowment Fund (2001) Spring Grove Area Scholarship Endowment Fund (1995)

West York Area Dollars For Scholars Endowment Fund (1997) York City Dollars For Scholars Endowment Fund (1996) York Suburban Dollars For Scholars Endowment Fund (2001)

BUILDING ENDOWMENT

N

NAMED FUNDS

A

D

Anonymous (3) Tom Adams, Jo Hunger, George LaMotte Scholarship Fund (1999) AIDS Fund (1997) Robert R. Anderson Family Fund (1995) The Rozella Olp Anstine Fund For Music And Art (1995) Sanfra Anstine Fund (2006) W. Burg Anstine Fund (1995) William B. Anstine, Jr. Fund (1990) Helen Pfaltzgraff Appell Fund (1997)

Dallmeyer Family Fund (1993) Fred Dallmeyer Fund (1992) Herbert S. & Louella B. Dallmeyer Fund (2000) Norman S. Danner Memorial Scholarship Fund (2012) Joe and Lynne Danyo Fund (2006) C. S. Davidson Community Fund (2005) Davidson Family Fund (1996) Jane and Harrison Davis Fund (2012) Louise S. Deane Fund (1994) Philip B. Deane Fund (1994) Dr. Woodrow Strayer & Ella Mae Fleming Dellinger Scholarship Fund (2011) Jack Deroche Memorial Fund (2000) Marty DeRose Angel Scholarship Fund (2009) Charles and Alma Diehl Family Fund (1997) Clair and Helen Diehl Fund (2009) The 6 Dolans Fund (2007) Tom and Cindy Donley Family Fund (1997)

B Margaret O. Bailey and Claudia E. Bailey Fund (2011) Edith Allen Barber Fund (2000) Baskets of York Endowment Fund (2008) Marie G. Baumeister Fund (1984) Beautiful York Endowment Fund (2004) Lester W. Jr. and Kathryn E. Bentz Fund (1999) Bers Family Fund (2000) David Black Memorial Fund (2007) Former Judge Albert G. Blakey III Memorial Fund for York County (2012) Albert and Judith Blakey Fund (2005) Beatrice and Henry Blatner Fund (1999) Jan Hershner Blatner Memorial Fund (1998) The Bon-Ton Stores Foundation Fund (1993) Nadine M. Bongart Memorial Scholarship Fund (2007) Alice Marie and Michael Boustead Fund for York County (1998) Alice Marie and Michael Boustead Fund (1998) Rock Brenner/Mt. Wolf Wolves Memorial Scholarship Fund (1999) Ralph and Charlotte Brooks Fund (2008) Earl and Margaret Brown Family Fund (1995) Brubaker Family Fund (1993) Lester and Anna Buchart Funds (1995) Lester L. Buchart Fund (1989) Warren C. and Katherine K. Bulette Fund (1986) James C. and Carrie B. Bush Memorial Fund (1999) Don and Marla Butcher Family Fund (2002) Francine and Ivan Butler Fund (1999) Randy Byrnes Girls Soccer Scholarship Fund (2002)

FOREVER

Jane Conover, Vice President of Community Investment

York County Community Foundation

E Lucy Forry Eisenhart (2008) Patricia A. Eisenhauer Fund for York Little Theatre (2004) Amy E. Elliott Memorial Fund (1995) Erda G. and Robert W. Erdos Fund (1995) Charles G. Eyster Fund (1996) Charles G. Eyster Family Fund (1992) Marea V. Eyster Memorial Fund (1995)

F Feldmann Family Fund (1996) H. Fred Fickes Fund (2002) Flinchbaugh Engineering Education Fund (2005) Focus On Our Future Fund (1999) Four Chaplains Scholarship Endowment Fund (2011) Tom Foust Memorial Scholarship Fund (2011) Ben Franklin Trust Fund (1993) Frick Family Fund (2005) Friends of Messiah College Scholarship Fund (2004) Charles and Adaline Frysinger Fund (2004) The Fund For York County (1961) Rodger K. Furse Fund (2004)

G

C

Mildred S. Gabrielson Fund (1997) Edgar I. Garrett Fund (2006) Robbie Gentry Memorial Fund (2010) Jack Giambalvo Family Fund (1999) Glatfelter Family Scholarship Fund (2005) George Hollinger Glatfelter Memorial Fund (2008) Guy Victor Glatfelter Fund (2009) Gleba Family Fund (2007) Donald A. Gogniat/Penn State York Scholarship Fund (2002) Samuel and Helen Gotwalt Fund (1994) Mary Z. Gross Fund (1996) Clarabeth Grossman Scholarship Fund (2006) M. S. Grumbacher Foundation Fund (1997)

Harriet T. Campbell Jr. Fund (1998) Sean C. Campbell, M.D. Honorary Fund (2007) CHEF Fund in honor of Mike DeVeny (2008) Codorus Watershed Endowment Fund (2001) W. L. Cook and Jeannette B. Cook Fund (2003) Mr. Raymond “Butch� Cooper Memorial Scholarship Fund (2009) Counsel Trust Community Fund (2007) James W. Craft Scholarship Fund (1998) Crispus Attucks Early Childhood Care and Education Fund (1999) Hazel P. Currier Fund (2005)

2012 Annual Report | WWW.YCCF.ORG

39

L

TH AN YO K U

H

M

Hahn Home Fund for Women (2007) Barbara E. Heaps Memorial Scholarship Fund (2004) Hester Hemminger Scholarship Fund (2005) Andrew J. Hershey Memorial Scholarship Fund (1995) Historic Monument Fund for the City of York (2007) Hodges Family Fund (1995) Anna G. Hoke Fund (2009) Fred Holliday Fund (1993) Philip A. and Elizabeth J. Hoover Fund (1997) Dolores E. and Ernest O. Horn, Jr. Fund (2007) Robert E. Horn Memorial Fund (2006) Russell and Eleanor Horn Foundation Fund (1996) George W. W. Hummel Family Fund (1998)

May D. MacBride Fund (2003) Lois and Edwin Mangold Fund (2003) Emory H. Markle Memorial Fund (2003) Viola D. Markle Memorial Fund (2001) Fred and Sylvia Marsh Endowment Fund (2000) Rebecca E. Mease Fund (2008) Dave and Betsy Meckley Family Fund (2005) Eleanor and Daniel G. Meckley III Fund (2006) J. Robert Menchey Music Education Endowment Fund (2007) Reid Menzer Memorial Fund (2007) Merrick Family Fund (2007) Edmund and Esther Miller Fund (2000) Ezra & Edith Miller Memorial Fund (2000) Dorothy Moore-Stauffer Fund (2006) Motter Foundation Fund (2004) Frank and Susanne Motter Fund (1998) S. Edward Murphy Fund (2011) Robin Worley Myers Memorial Scholarship Fund (2001)

I Perry and Virginia Innerst Fund (1999) Inspiring H.O.P.E. Playground Endowment Fund (2011)

K

Angela Lauer, Development Officer York County Community Foundation

Betsy Keefer Community Fund (2011) Helen and Mildred Keeney Fund (1997) Paul and Ruth Keirsted Memorial Scholarship Fund (2010) Keller Family Fund (2009) Kerlin Family Fund (2003) Imogene (Gene) and Elmer D. Kern Fund (1996) Beattie and Chet Kimes Fund (2000) Kingston Family Fund (2008) Robert and Anne Kinsley Fund (2008) Crull S. Kister Fund (2012) Danny Klinedinst Memorial Fund (1996) Margaret “Peggy” Knoch Memorial Fund (1999) Martin W. Kondor Memorial Scholarship Fund (2004) Korean War Memorial Endowment Fund (2006) Timothy “Tim” Kotula Fund (2005) Sandy Kranich Scholarship Fund (2000) Kroh Community Fund (2005) Drs. George and Lois Kushner Fund (2007)

Feldmann T. Frederick

DONOR SPOTLIGHT Designate your legacy within

your estate plan. The Feldmann Family Fund (1996) As an attorney for more than 50 years, Frederick Feldmann sought just solutions to his clients’ legal problems. As a private citizen, he was dedicated to the needs of others and the work of the many organizations he served. His Fund, established in 1996 with a bequest and memorial contributions, endows his lifetime giving to six different organizations.

40

Charlotte R. Langione Fund (2009) Henry and Dorrie Leader Education Endowment (2007) Leave A Legacy® York County Endowment Fund (2005) Jeanne E. and Wendell L. Lehman Family Fund (2004) Susan Donnelly Levine Melanoma Awareness Fund (2006) Lincolnway Lions Club Fund (2003) Michael G. and Wanda M. Linebaugh Fund (2006) Arthur F. Loeffel Scholarship Fund (1986) Logan Family Fund (1997) Walter B. Loucks-Michael Alan Bose Arts Fund (2011) LWB Refractories/West York Area Dollars For Scholars Endowment (1998)

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

N Charles E. and Anna M. Naylor Fund (2003) Andrea Miller Neiderer Memorial Scholarship Fund (2011) Raymond L. Ness Fund for York County (2012) Robert and Lynn Newcomer Family Fund (2003) Norris Family Community Fund (2005)

O Opportunities Scholarship Fund (2001) Otterbein Early Childhood Care and Education Fund (1999)

P Anna, Bennett and John Pearson Scholarship Fund (1998) Bob Potts Memorial Fund (2006) Pearl K. Prowell Trust Fund (1998)

R Renner Medical and Mental Health Scholarship Fund (2005) W. Scott and Brenda Rhinehart Family Fund (2005) Kevin Rice Memorial Fund (2001) Flo A. Rider Children’s Fund (1998) G. Stuart and Margaret A. Rohler Fund (1998) Rosenmiller Family Fund (1997) Rotary Scholarship Fund (1962) Michael and Judy Rutter Fund (2011)

S St Paul’s Lutheran Church Early Childhood Care and Education Fund (1999) Dr. and Mrs. John K. Sanstead Fund (2006) Charles and Louise Sawmiller Fund (2006) G. Edward Saxe Family Foundation Fund (2012) Mr. and Mrs. David P. Schiwetz Fund (1995) George and Josephine Schmidt Memorial Fund (2001)

BUILDING ENDOWMENT

Lehman Jeanne E. and Wendell L.

DONOR SPOTLIGHT Involve your family or company. Jeanne E. and Wendell L. Lehman Family Fund (2004) The Lehmans started the Fund as “a teaching tool for their kids,” Wendell Lehman said. “This is a good way to have our children thinking about charity.” Residents of Adams County, the Lehmans chose to support the Community Foundation because Mr. Lehman worked with the Wolf Organization for 29 years. The Lehmans will advise grants from the Fund with input from their children, Sheldon Lehman, Lindy Lingg, Wanda Lebo, and Annette Boyer.

George and Josephine Schmidt Fund for York County (2010) Sue C. and John C. Schmidt Fund (1986) Jeanne Schwartzer Memorial Fund (2011) Dominique Nichole Scott Memorial Fund (1998) Shearer Industrial Supply Company Fund/National Leasing Company Fund/York Penn Machinery Company Fund (1983) Grayce M. & Paul R. Shelly Fund (2002) Phil and Kay Sheridan Fund (2001) Shipley Scholarship Fund (2009) Richard S. Shue Fund for Spring Garden Band (1998) William H. Simpson Fund for Community Advancement (2011) Beauchamp E. and Josephine D. Smith Fund (1978) John T. and Paige S. Smith Fund (2005) Charles E. & Berdella Emig Snyder Memorial Fund (1999) Southern York County Rotary Scholarship Fund (2007) Elwood M. Sprigle Fund (1968) Stahlheber Family Fund (1997) George L. Stallman, Jr. Fund (1993) Joan and David Stauffer Jr. Fund (2001) S. Walter Stauffer Fund (1976) Esta Sholl Steich Christian Mission Fund (2008) Carolyn E. Steinhauser Fund (1986) Carolyn E. Steinhauser Fund For Nonprofit Excellence (2004) The Nevin and Jeanette Stetler Fund (1996) Randy Stetler Memorial Scholarship Fund (2008) Florence B. and Clyde W. Stouch Foundation Fund (1997) Eugene C. Struckhoff Fund (1998) Donald A. and Gretchen Wolf Swartz Fund for York County (1993) Gretchen Wolf Swartz and Donald Swartz Fund (2012) Meg and Bill Swartz Family Fund (2006)

T John R. Taylor Fund (2000) Teddy Bear Fund (2008) Chester H. Thomas Foundation Fund (1993) Brock Tierney Memorial Scholarship Fund (2006) C Wm Trout Fund (2000)

U United 4 York Fund (2008)

YorIt Social Venture Fund (2008) York City Band Fund (2001) York City Dollars For Scholars Class of 1934 Fund (1997) York City Dollars For Scholars Class of 1941 Fund (1996) York City Dollars For Scholars Class of 19M42 Fund (1996) York City Dollars For Scholars Class of 1945 Fund (1997) York City Dollars For Scholars Class of 1951 Fund (1998) York City Dollars For Scholars Class of 1959 Fund (2005) York Country Day School Keystone Scholarship Fund (1996) York County Community Foundation Agriculture and Land Preservation Fund (2011) York County Community Foundation Arts and Culture Fund (2011) York County Community Foundation Children and Youth Fund (1997) York County Community Foundation Community Development Fund (2011) York County Community Foundation Education Fund (2011) York County Community Foundation Sustainable Energy Fund (1989) York County Community Foundation Health and Human Needs Fund (2011) York County Community Foundation Management Assistance Fund (1995) York County Community Foundation Vision Fund (1993) York County’s Fund for Special Olympics (2011) York Day Nursery Early Childhood Care and Education Fund (1999) York Factory Whistle Concert Fund (2011) York Federal Foundation Fund (2005) York High Class of 1969 Fund (2009) York Jewish Community Center Early Childhood Care and Education Fund (1999) The York Water Company Endowed Fund (1997) YWCA of Hanover Early Childhood Care and Education Fund (2001)

V Venture Fund for Penn State York (1998) Harriet R. Venus Fund for York County (2008) Mary Ellen Venus Fund for York County (2010) Viet Nam Veterans Memorial Endowment Fund (2009) Vizzi Family Fund (1994)

W Wagman Corporate Community Fund (2006) Edward and Sally Wagman Family Fund (2003) Richard and Carol Wagman Family Fund (1999) Wand Family Fund (1998) Wareheime Fund for Greater Hanover (2012) Alethea and Graham Watts Memorial Fund (2007) Fred A. and Naomi K. Werner Fund (2008) Charlotte R. and Ralph Westerman Fund (2004) Albert S. Weyer Community Health Fund (2004) Whelan Family Fund (2004) White Rose Foundation Fund (2009) Morgan and Mary Elizabeth Whiteley Fund (2001) Roland M. and Lillian R. Whitmire Fund (2011) Roland M. and Lillian R. Whitmire Fund for York County (2011) Raymond L. Wilhide Jr. Endowment Fund (2007) Marc A. Williams Fund (1998) Roy and Margaret Williams Fund for York County (2011) Wolf Foundation Fund (1982) Earle L. Wolf Fund (2004) Earle L. and Evelyn T. Wolf Fund (2003) George A. Wolf Family Fund (2011) Phyllis Hantz Wolf and Charles S. Wolf Fund (2008) Thomas and Frances Wolf Fund (1993) Thomas and Frances Wolf Fund for York County (1993) William and Cornelia Wolf Fund (2004) William T. and Cornelia W. Wolf Fund for York County (2010) Mabel and Robert Wolfgang Fund for Messiah United Methodist Church (2006) Robert and Mabel Wolfgang Fund (1993) Women’s Giving Circle Endowment Fund (2004) Barbara Woodmansee Domestic Violence Education Fund (2012) WW II Memorial Endowment Fund (2004)

Z Jane and Jim Zarfoss Family Fund (1996) Mr. and Mrs. Isaac Newton Zimmerman and Dr. Nona Diehl Fund (1994) John and Kathryn Zimmerman Fund for York County (2010) John D. and Kathryn W. Zimmerman Fund (1986) John D. and Kathryn W. Zimmerman Fund (1993) Kathryn W. Zimmerman Fund (1994) Kathryn Wolf Zimmerman Fund (2001) William and Patty Zimmerman Family Fund (1993) Harry E. and Sadie M. (Kohr) Zumbrun Fund (2011) Margery E. and Henry A. Zumbrun Memorial Fund (2006)

Y YMCA of York and York County Early Childhood Care and Education Fund (2001)

2012 Annual Report | WWW.YCCF.ORG

41

2012 Professional Advisor Recognition Society Inductees

These attorneys, accountants, financial consultants, estate planners and wealth advisors were recognized for their commitment to our community and their work to encourage philanthropy. These professional advisors are active members

of our community who help their clients create their charitable legacies. To see more about these members, please visit the Community Foundation’s new website at YCCF.org

W

WHO THEY ARE

Back row (L-R): Thomas M. Shorb, Stock & Leader;

Steven M. Merrick, Reinsel Kuntz Lesher LLP; John J. Shorb, Stock & Leader; William B. Anstine Jr., Anstine & Sparler. Middle (L-R): Jon C. Countess, CGA Law Firm; Andrew Kagen, Kagen, MacDonald & France, P.C.; John D. Miller Jr., MPL Law Firm, LLP. Front (L-R): Cynthia A. Dotzel, SF & Company; Nancy Klahold, National Penn Investors Trust Company. Not pictured: J. Ross McGinnis, Stock & Leader; G. Steven McKonly, Harry J. Rubin, Barley Snyder LLC; W. Bruce Wallace, Stock & Leader, Lifetime Achievement Award to Eugene “Struck” Struckhoff.

42

YORK COUNTY COMMUNITY FOUNDATION | 2012 Annual Report

All New

YCCF.org

Creating a Vibrant York County ALL NEW WEBSITE

YCCF.ORG

creating a YORK COUNTY

Independent Auditors: Reinsel Kuntz Lesher, LLP

Affiliation: Council on Foundations Community Foundations for PA

Credits: Photography: The Susquehanna Photographic York Dispatch, page 11 Woodmansee

FOR MORE INFORMATION

YCCF.ORG

A copy of the registration and financial information of York County Community Foundation may be obtained from the Pennsylvania Department of State by calling toll-free in Pennsylvania, 1.800.732.0999. Registration does not imply endorsement. Confirmed in compliance with National Standards for U.S. Community Foundations.

14 West Market Street York, PA 17401-1617

YCCF.org

717.848.3733 (York) 717.630.1843 (Hanover) 717.854.7231 (FAX)


2012 Annual Report