Mechanicsburg Area Foundation 2015 Annual Report

g r u b s c i n a h Mec n o i t a d n u Area Fo N UNDATIO O F L A N O A REGI

2015

REPORT TO THE

COMMUNITY

Dear Friends of Mechanicsburg - near and far‌.

As a Charter Member of the Mechanicsburg Area Foundation (MAF) I am delighted to report that since the last 2012 Annual Report, MAF has increased our net worth from a little more than $3.4 million to more than $4.5 million as of 2014‌and thanks to the economy in early 2015 we have added another $500,000 to our bottom line.

It might be quite possible that a $5 million target will be a reality heading toward our 30 year anniversary.

Our thanks goes to the generosity of our friends and fund holders and the efforts over many years of our former Advisory Committee members. Our initial committee very quickly and generously established 20 of the 66 MAF Funds in the first few years. They have grown into more than half of our portfolio. Very special thanks to the founding fathers!

The Mechanicsburg Area Foundation continues to grow and support a wider and wider variety of charities who focus on programs that benefit the greater Mechanicsburg area in many ways! In our formative years the income generated would only support a small number of grants. You will see information regarding our recent grants in this report, including numerous scholarships.

We encourage you to consider making a donation to an existing fund or create one in honor or memory of a loved one or to benefit your church or favorite charity. The staff of The Foundation for Enhancing Communities, our umbrella organization, is ready and willing to work with you. You will find their contact information in this report.

I will be retiring from the Mechanicsburg Area Foundation next year, but have considered my involvement a privilege and an honor. The establishment of MAF will benefit future generations and enhance our community in perpetuity. I am excited about the future of MAF and welcome the new MAF Advisory Committee members especially our new chairman, Scott Christ!

Tita Hershner Eberly Immediate Past Chairman

MISSION STATEMENT: To stimulate philanthropy and enhance the quality of life in the community through accumulating, managing and disbursing financial assets, and to serve as a catalyst, neutral convener and facilitator to meet a wide range of community needs in the Mechanicsburg Area.

2014 MAF Advisory Committee Scott J. Christ Mary C. Eberly Tita Hershner Eberly Donald E. Failor Howard (Mike) Greenawalt Juanita Guise Patti Herring

Linda Mohler Humes Parker H. Kuhns, II Michael Malpezzi The Honorable Jack C. Ritter Elyse E. Rogers, Esq. Alan T. Vandrew Earnie Zimmerman

MAF Total Assets December 31, 2012

$3,418,531.00

December 31, 2013

$4,009,993.00

December 31, 2014

$4,503,414.00

2012

2012 Discretionary Grants

Total Grants Awarded Scholarship Fund Grants

$156,355.00* $36,109.00

Agency Fund Grants IRA Restricted Fund Grants Restricted Fund Grants

$18,432.00 $9,117.00 $26,456.00

New Funds Established Fry Family Charitable Fund - Unrestricted Wildcat Foundation/Mechanicsburg Club Scholarship Fund - Scholarship

2013

$246,804.00* $48,586.00

Agency Fund Grants IRA Restricted Fund Grants Restricted Fund Grants

$19,607.00 $14,782.00 $25,505.00

New Funds Established Richard and Betsy Esser Family Fund - Non-permanent Donor Advised Evan F. Rush Memorial Fund- Restricted

2014

$196,637.00* $35,555.00

Agency Fund Grants IRA Restricted Fund Grants Restricted Fund Grants

$22,793.00 $20,216.00 $31,277.00

Mary C. Eberly Fund- Unrestricted

$2,500

Big Brothers Big Sisters of the Capital Region, Inc.

$5,000

Bountiful Blessings, Inc.

$2,500

Employment Skills Center

$2,500

Hospice of Central Pennsylvania

$10,000

Joseph T. Simpson Library

$2,500

Mechanicsburg Art Center

$1,926

Mechanicsburg Little League Association

$2,500

New Hope Ministries

$5,000

Rebuilding Together Greater Harrisburg, Inc.

$2,500

Silver Spring Township Veterans Memorial Committee

$4,000

United Cerebral Palsy of Central Pennsylvania

$2,500

$41,795.00

Big Brothers Big Sisters of the Capital Region, Inc.

$3,605

Employment Skills Center

$5,750

First United Methodist Church of Mechanicsburg

$2,190

Hospice of Central Pennsylvania

$7,135

New Hope Ministries, Inc.

$5,750

Operation Wildcat

$4,105

Pennsylvania Behavioral Health & Aging Coalition, Inc.

$2,760

Rebuilding Together Greater Harrisburg, Inc.

$3,500

United Methodist Home for Children Residential Care, Inc

$3,000

Downtown Mechanicsburg Partnership

$4,000

2014 Discretionary Grants

Total Grants Awarded Scholarship Fund Grants

New Funds Established

Asbury Atlantic, Inc. (Bethany Village)

2013 Discretionary Grants

Total Grants Awarded Scholarship Fund Grants

$43,426.00

$38,751.00

Big Brothers Big Sisters of the Capital Region, Inc.

$5,000

Cumberland County Historical Society and Hamilton Library Association

$1,575

Employment Skills Center

$4,000

Health Share Community Partnership

$3,000

Hospice of Central Pennsylvania

$8,931

Jump Street

$2,000

Messiah College

$1,150

Rebuilding Together Greater Harrisburg, Inc.

$3,500

Setebaid Services,Inc.

$4,000

United Methodist Home for Children Residential Care, Inc.

$2,000

Volunteers of America of Pennsylvania

$3,595

* Total includes numerous In and Out Grants

TYPES OF Funds A fund is a sum of money set aside for the purpose of financially supporting your charitable goals. Funds can be created by individuals, corporations, small businesses, financial institutions, charitable organizations, probate courts and private foundations.

Donor Advised Fund: Offers the greatest flexibility and can be established as a permanent endowment fund or a nonpermanent fund.

Scholarship Fund: Benefits students at the high school or college level.

Restricted Fund: Provides ongoing permanent support to one or more donor-selected agencies.

Area of Interest Fund: Enables donors the flexibility to respond to changing community needs.

Unrestricted Fund: Ensures that grants will be available, in perpetuity, for the most current community needs.

Agency Fund: Allows nonprofit organizations to transfer assets to The Foundation for Enhancing Communities to create an endowment fund.

For information about starting a fund, contact Jennifer Doyle at jdoyle@tfec.org or call 717-236-5040.

Funds Established Prior to 2012 NAME OF FUND

TYPE OF FUND

Delores Y. “Dolly� Berkheimer

Restricted

Foster M. Berkheimer

Restricted

Cindy L. Coller Scholarship Fund

Scholarship

Lillian E. Eakin Fund

Restricted

I.S. and Anna Mary Eberly Fund for First United Methodist Church of Mechanicsburg

Restricted

I.S. and Anna Mary Eberly Fund for Union Church

Restricted

Eberly Lumber Company Fund

Unrestricted

Tita and I.S. Eberly, III Fund

Non-permanent Donor Advised Flexible

NAME OF FUND

TYPE OF FUND

Malpezzi Family Fund

Committee Advised Non-permanent

Mechanicsburg Area Community Fund

Unrestricted

Mechanicsburg Area Foundation Administrative Fund Restricted Mechanicsburg Area High School Alumni Association Fund (MAHSAA) Educational Scholarship Fund

Scholarship

Mechanicsburg Area Meals on Wheels

Organizational/ Agency

Mechanicsburg Presbyterian Church Fund

Restricted

Mechanicsburg Visiting Nurses Association Fund

Unrestricted

Marjorie and Linda Mohler Fund

Unrestricted

Frank B. Mumma Family Fund

Restricted

William Murray Foundation

Scholarship

Jerry and Donna Nailor Fund

Donor Advised

New Hope Ministries, Mechanicsburg Branch Fund

Restricted

Blair and Miriam Paden Fund

Field of Interest

Ellen S. and John F. Page Fund

Restricted

Mary Eugenia Koller Peters Fund

Unrestricted

Russell and Myra Prowell Fund

Restricted

Bertha and Byron L. Reppert Scholarship Fund

Scholarship

Rice Family Scholarship Fund of Eichelberger, Inc.

Scholarship

Elmer and Gladys S. Ritter Fund

IRA Restricted

William R. Ritter Fund

Unrestricted

Pam and Ed Rogers Fund

Unrestricted

Rotary Club of Mechanicsburg Charitable Fund

Donor Advised Fund

Rotary Club of Mechanicsburg Fund

Donor Advised Fund

Elizabeth G. Sampson Fund

Unrestricted

Seidle Memorial Hospital Auxiliary Fund

Area of Interest

Paul T. and Violena Shearer Fund

Unrestricted

Louise Nailor Shelly Fund

Restricted

Charles Shields Scholarship Fund

Scholarship

Jane Butler Shields Memorial Fund

Restricted

Mildred G. Eshleman

Unrestricted

Joseph T. Simpson Public Library Book Fund

Agency

Erik J. Fullas Scholarship Fund for Wrestlers

Scholarship

Joseph T. Simpson Library Endowment Fund

Agency

Greenawalt & Company, P.C., Certified Public Accountants Fund

Restricted

Singiser Family Fund

Kenneth and Juanita Guise Charitable Fund

Unrestricted

Non-permanent Committee Advised Scholarship

Hershner Family Fund

Unrestricted

Richard and Carlyn Snelbaker Fund

Area of Interest

Douglas and Joyce Hoskins Fund

Restricted

Ronald and Lenora Stern Fund

Donor Advised

Carol Hoy Scholarship Fund

Scholarship

Olivia Louise Straub Library Endowment Fund

Future Restricted

Vera and Richard Hupper Fund

Restricted

Town Pride Fund

Area of Interest

Ken and Romaine Kauffman Scholarship Fund

Scholarship

Milton and Phyllis Weber Fund

Restricted

Norman D. Keefer Family Fund

Restricted

Richard N. Wevodau Scholarship Fund

Scholarship

Florence E. Kildare Fund

Area of Interest

Wildcat Foundation Fund

Organizational

Konhaus Fund

Restricted

Bernice Louise Wier Fund

Unrestricted

Mary E. Wrightstone Memorial Fund

Restricted

Jacqueline W. Yeager Memorial Fund

Unrestricted

Shirley A. Kramer MASD Northside Elementary School Restricted Student Aid Fund

2012-2014 Donors Mr. and Mrs. Charles Achuff

RR Garberich

Mr. and Mrs. Vance T. Nailor

Dr. Ronald I. and Lenora Stern

Ms. Martha W. Albaugh

Ms. Fay K. Geegee

James E. Naser, DDS

Ronald and Lenora Stern In and Out Fund

Amica Companies Foundation

Ms. Johanna L. Gelb

Mrs. Helen T. Nauman

Storey Publishing LLC

Mr. Vernon E. Anderson

Lucinda C. Gossett Charitable Trust

Ms. Maureen A. Neary

Mr. Carl B. Straub

Arcadia Publishing Inc.

Dr. and Mrs. Raymond C. Grandon

Mr. and Mrs. Michael J. Nelson

Ms. Crystal K. Strous

Asbury Communities Inc.

Mr. and Mrs. Howard R. Greenawalt

Mr. and Mrs. David D. Nesbit

Mr. and Mrs. Franklin H. Strouse

Mr. and Mrs. John A. Bale

Greenawalt & Company, P.C.

Ms. Eileen B. Packer and Mr. Gary L. Bentz

Mr. William Sunday

Ms. Pauline E. Banks

Ms. Jane W. Greenawalt

Ms. Marcella S. Paraskevas

Mr. and Mrs. Herbert T. Sutton

Barristers Land Abstract Company

Mr. and Mrs. Kenneth E. Guise, Jr.

Mr. and Mrs. Creedin S. Paulus

Mr. and Mrs. Frank A. Ulrich

Mr. and Mrs. Mark R. Basehore

H & H Chevrolet Cadillac

Ms. Letitia Anne Peplau

Dr. and Mrs. David L. Valuska

FM Berkheimer Inc.

Mr. and Mrs. Robert E. Hamilton

Mr. and Mrs. John A. Petrie

Mr. Alan T. Vandrew

Ms. Janice R. Black

Mrs. Doris Hanlon

PNC Financial Services Group

Mr. and Mrs. James B. Vankirk

Ms. Paula M. Blessing

Mr. and Mrs. Samuel R. Heffner

Mr. Mark W. Podvia

Mr. and Mrs. Keith A. Waggoner

Mr. and Mrs. David J. Brenneman

Ms. Margery L. Hempt

Mr. and Mrs. Thomas D. Powers

Mr. and Mrs. Bret K. Waggoner

David A. Brill and Susanna R. Reppert

Mr. and Ms. Jose F. Heraud

Mr. and Mrs. John K. Reighter

Mr. Jack E. Wagoner

Mr. William Brubaker

Sugar Grove Herbs and Ms. Barbara Will

Rosemary Remembrances II Est. 1984

M.C. Walker Realty

Mr. and Mrs. David E. Brubaker

Dr. O. G. Hoerner

Ms. Marjorie L. Reppert

Mr. and Mrs. Roger B. Walton

Mr. Michael T. Burke

Mrs. Joyce K. Hoskins

Ms. Nancy J. Reppert

Mrs. Phyllis I. Weber

Mr. and Mrs. David Burns

Mr. Vincent Hydro Jr.

Mr. George Richards

Mr. Gary B. Weber

Mr. and Mrs. B.T. Burson III

Mr. and Mrs. George M. Jenkins

Dr.Peter G. Richter, DDS

Mr. Darrell E. Westby

Ms. N Elizabeth Bush

Jim Thorpe Neighborhood Bank

Mr. Dale L. Rishel

Mrs. Emmeline Wevodau

Ms. Marylou A. Butler

Mr. Thomas J. Kelly

The Honorable Jack C. Ritter

The Wildcat Foundation

Mr. and Mrs. David A. Butler Sr.

Mr. James I. Kerney

Mr. Elmer Lee Ritter

Mrs. Linda Willis

Mr. and Mrs. Scott J. Christ

Mr. and Ms. Anthony J. Kinney

Riverview Bank

Mr. and Mrs. Robert D. Willis

Citizens Fire & Rescue Company #2

Mr. Lloyd R. Kramer

Mr. Paul Robinson

Mr. John P. Wolfe

Ms. Cynthia P. Clippinger

Mr. and Mrs. Jack E. Kranzel

Ms. Elyse E. Rogers, Esq.

Mr. and Mrs. Marlin E. Wood

Ms. Marcia B. Conner

Mr. and Mrs. Albert C. Kuentz

Mr. and Mrs. C. Edward Rogers

Mr. and Mrs. Gerald B. Wood

Ms. Pamela Coover

Mr. Parker H. Kuhns

Mr. John W. Ross

Dr. Ruth N. Wrightstone

Mr. and Mrs. Martin L. Coover

Mr. Kevin R. Lacey

Rotary Club of Mechanicsburg

Dr. James Yeager, MD

Mr. and Mrs. John D. Cope

Mr. and Mrs. J.D. Law

Mr. and Mrs. Harold C. Ryder

Ms. Jean A. Yeakel

Mr. and Mrs. James F. Daly Jr., MD

Ms. Janet E. Lerew

Mr. and Mrs. Carl Rynard

Mr. and Mrs. Richard A. Zeller

Mr. and Mrs. George E. Dennison

D.N. Link

Ms. Kathryn M. Sands

Zimmerman Plumbing, Heating & Air Conditioning, Inc.

Ms. Rose Dillner

Ms. Barbara Lock

SASHS Class of 1942

Mr. and Mrs. Patrick J. Eagan

LPL Financial

Mr. and Mrs. Ezra H. Sassaman

Mr. John M. Eakin and Ms. Lucinda C. Gossett

Mr. James E. Lyons

Ms. Patricia Schmidt

Ms. Anna F. Eberly

Mr. and Mrs. Donald Lysle

Ms. Maryanne M. Schwartz

Mr. and Mrs. I.S. Eberly

Malpezzi Funeral Home

Ms. Arlene I. Sealover

Ms. Mary C. Eberly

Mr. and Mrs. John McDermott

Dr. and Mr. Carolynn R. Sears

Tita and I.S. Eberly Fund

Mechanicsburg Area High School Alumni Association

Mrs. Jean D. Seibert

Ms. Leslie Collins

Eichelbergers, Inc.

The Mechanicsburg Club

Dolores M. Sheely

Mr. and Mrs. Andrew M. Erickson

Mr. and Mrs. John Mengel

Mr. Charles E. Shields III

Mrs. Patti Herring

Mr. and Mrs. Richard W. Esser

Mrs. Dorothy M. Miller

Mr. and Mrs. Charles J. Shirley

Eureka-West Shore Lodge No 302

Ms. Linda Mohler Humes

Mr. and Mrs. Kent Siebener

Donald E. Failor Associates, LLC

Mr. Ronald S. Morgan

Mr. and Mrs. Donald H. Simington

Mr. and Mrs. Thomas J. Field

Mother Hubbard's Custom Cabinetry

Joseph T Simpson Public Library

Mr. and Mrs. Philip S. Fogarty

Ms. Mary Alice Mumma

Dr. and Mrs. Robert E. Singiser

Ms. Judith C. Fruhwirth

Mr. William F. Mumma

Mr. Richard C. Snelbaker

Mr. and Mrs. Henry Fry

Mr. William J. Murray

Mrs. Karen Snider

PUBLICATION SPONSORS Mr. Parker H. Kuhns Ms. Mary C. Eberly Greenawalt & Company, P.C. Ms. Linda Mohler Humes Malpezzi Funeral Home

Non-Profit Organization U.S. Postage PAID Permit No. 314 Harrisburg, PA

Mechanicsburg Area Foundation A REGIONAL FOUNDATION

The Mechanicsburg Area Foundation A REGIONAL FOUNDATION

P.O. Box 678 | Harrisburg, PA 17108 www.tfec.org

N I N V I TAT IEO! INSID

2015

Mechanicsbu Area Founda rg tion A REGION AL FOUND ATION

REPORT TO THE

COMMUNITY