Issuu on Google+

creating a

Revita lizin

Emb rac in

York County gD ow nto

gin A g

g

wn

s A

an dv cin tio duca gE

n

2013 | Annual Report


We create a

York County

Michael Newsome, Board Chair

Message from

the Board Chair and President

W

hat a year it has been! So many of you have helped us start the ball rolling toward creating a vibrant York County, and we are forever grateful. We can’t do it without you! Let’s get right to it: How are we creating a vibrant York County? In 2013, we… • Engaged donors by adding more than 30 new funds and $14.4 million in total gifts.

William R. Hartman, President

• Provided community leadership through: collaborating with Moving Plans into Action to implement downtown revitalization projects; advocating for education by supporting the Communities in Schools model, which provides resources within the schools for children and their families; and convening our committees for grantmaking toward common community improvement goals. • Invested in our high-impact initiatives: we helped revitalize downtowns throughout York County, including projects in Dillsburg, New Freedom, and Hanover; we hired Cathy Bollinger as Managing Director of Embracing Aging to help


the Embracing Aging initiative get the ball rolling; and we supported education reform through our grantmaking and convening of funding partners to provide innovative programs. • Built endowment by having a second year of great investment return at 16.4% (compared to a 13.6% investment benchmark) AND reached $100 million in total assets. Our continued asset growth emphasizes the community confidence in our mission, leadership strategy and financial stewardship practices. • Increased the Fund for York County through the creation of 8 new funds. In 2014, the Community Foundation hopes to leverage the Fund for York County by partnering with other community funders to implement the Communities in Schools model in York City. • Awarded grants totaling $2.7 million to organizations throughout York County, ranging from education, revitalizing downtowns, and embracing aging to agriculture and land preservation and strategic alliances. • Doubled our YorIt membership and enjoyed the success of YorIt’s Social Venture Grant Recipients, who have brought innovative ideas and projects to our community. • The Women’s Giving Circle, which passed its first decade milestone, has cumulatively awarded more than $500,000 in grants since its inception.

• Honored Louis and Jody Appell at our 2013 Donor Appreciation Event. They are the ultimate supporters of revitalizing York’s downtown. In his speech to a crowd of more than 300, Louis challenged all York Countians to help reinvigorate our downtown. You can find his speech at yccf.org/news. • Presented the Aging Report at the OLLI Luncheon, which was attended by Brian Duke, Pennsylvania’s Secretary of Aging. Jane Conover, Senior Vice President, presented the Embracing Aging Study: Making York County a Livable Community for ALL Ages. • Invested in the strategic professional development of the Community Foundation management and staff. Our strategic direction called for a streamlining of our internal communications process as well as team-building for each employee and ongoing individual development for management. This quick look back reminds us of our obligation to you: We are leading the charge to create a vibrant York County by collaborating with community leaders, convening necessary stakeholders, and advocating for change. Engaging with you, our donors, makes this all possible. We have started the ball rolling toward a vibrant York County and are looking forward to 2014 with much excitement. With your help, the positive momentum will continue!

We create a

York County

By

Engaging Donors........................................ 2 Providing Community Leadership.......... 16 Investing in High-Impact Initiatives....... 23 Building Endowment for Future Generations.................................. 40


The Community Foundation makes giving easy and flexible while providing services tailored to your charitable and financial interests.

by engaging

Donors

new 2013 named funds for York County and Greater Hanover Josephine and Louis J. Appell Jr. Fund for York County Louis and Jody Appell share a love of York and its downtown that is unmatched. They can be found strolling downtown on First Fridays, cheering on the York Revolution during baseball season, attending the Strand and the Symphony regularly, and always with their basket at Central Market on market days. When they see a need, they do more than talk about it. They initiate change. Louis and Jody know when to call people to rally the troops and make positive change occur. “Louis and Jody Appell have always had an unwavering and steadfast vision of

2

an ever-improving quality of life for our community, especially when it comes to the City of York, the center of our community,” said their friend Tony Campisi. “Their vision and leadership has had an immeasurably positive impact on our community, both in the present and for future generations to come.” At the Community Foundation’s 2013 Donor Event honoring the Appells, Louis praised the efforts of the Community Foundation and specifically its initiative to revitalize downtown York. “The future of the City and its central core looks brighter than at any time since our leading retailers either closed up shop or moved to the suburbs. The recognition of the

York County Community Foundation | 2013 Annual Report

City’s importance to our entire region is taking hold and producing results,” said Louis. He and Jody created their Fund for York County, the Foundation’s most flexible fund, several years ago to help the Community Foundation take a leading role in addressing these issues. The great leadership offered by the Appells has been inspirational to the community, and especially to the Community Foundation. With their help, we are getting the ball rolling on revitalizing York’s downtown through collaboration and philanthropy. As native Yorkers, Jody and Louis describe their commitment as having fun as they fulfill their responsibility to the community.


on o

D

All Named Funds in 2013

engaging

FUND FOR YORK COUNTY

Funds started by generous donors who know they can’t predict future needs, but understand that starting a fund with no restrictions

Marsha Everton & Jack Stover Fund for York County Marsha Everton and Jack Stover each learned the life lesson that sharing resources with others is a responsibility. That’s why they created the Marsha Everton and Jack Stover Fund for York County. “We are committed to improving our community through personal involvement and shared financial resources,” explained Marsha. Marsha, who serves on the Community Foundation’s board, and chairs the marketing and communications

on grantmaking allows the Community Foundation to tackle causes committee, grew up in a military family that and issues that are not yet imagined. moved frequently. Jack A was born and raised in Carlisle, in a family Anstine Family Fund for York County Josephine and Louis J. Appell Jr. Fund for York County whose history reaches B back to Governor Joseph Edith Allen Barber Fund Ritner. They settled in Marie G. Baumeister Fund Dover and raised their Former Judge Albert G. Blakey III Memorial Fund for York County three children with the Alice Marie and Michael Boustead Fund for York County same values taught by their Ralph and Charlotte Brooks Fund Lester L. Buchart Fund own parents. C

The couple chose the Fund Chairmen Emeriti Fund for York County for York County because they D support the strategic approach of Linda and Dave Davidson Fund for York County the Fund, which focuses on a select Louise S. Deane Fund number of high-impact initiatives. Philip B. Deane Fund E “We believe that the most powerful, meaningful way to build a better future Marsha Everton & Jack Stover Fund for York County is to collaborate for collective impact,” F said Jack. In addition, they trust in the Ben Franklin Trust Fund Community Foundation’s stewardship Charles and Adaline Frysinger Fund of their legacy. The Fund for York County Rodger K. Furse Fund

Bill and Reenie Hartman Fund for York County Bill and Reenie Hartman love life in York. After many years in the Midwest, the couple is happy to be back in York County where Bill was born and

worked in banking. Now that their children are grown, Bill and Reenie take full advantage of everything York has to offer: restaurants, the Strand-Capitol, the symphony, ball games, and Central Market fall onto their list of favorite things to do. Bill, current president of the Community Foundation, was of two minds when he and Reenie created the Bill and Reenie Hartman Fund for York County. First, he knew that as the head of the Community Foundation, he needed to lead by example. Second, he believes wholeheartedly in supporting the local community and giving back where he lives. “What better way to

invest in your future and the future of your community than to create a named Fund for York County,” Bill said. “The focused strategic direction of the Community Foundation, along with the careful and prudent stewardship of its endowment portfolio, provides a secure vehicle for Reenie and me to feel comfortable with our investment. And we know that our charitable wishes will be carried out in perpetuity.”

YCCF.org | engaging donors

3

rs


Kerlin Family Fund for York County When the Community Foundation came forth with a request to consider committing to endow a Fund for York County, Bill, a former Board Chairman of the Community Foundation and his wife, Kim, decided to support this initiative immediately. “Under the leadership of Bill Hartman, the Board and staff of the Foundation, it was clear to us that the Foundation had become a real leader on-point with key community initiatives of importance,” Kerlin said. “Endowment is critical to ensuring ongoing support to such programs for our community and we hoped by stepping up to the plate immediately, we would

Loren and Faye Kroh Fund for York County Loren and Faye Kroh have always been active philanthropically, but they admit, not in a particularly organized way. About 10 years ago, they created a small donor advised fund at the Community Foundation to focus their giving and get other family members involved.

While the Kerlins have a separate donor advised fund that allows them to support local organizations of their choice, creating this unrestricted endowment was an easy choice for them that enables the Foundation to build upon its record of driving community improvement. “Knowing the exceptional job of stewardship and investment management being done by the Foundation, we have faith that our endowed fund is in good hands and will grow in value and ultimate support to the needs of our community,” said Bill.

Since then, Loren and Faye’s thinking has evolved and this year they created a named fund within the larger Fund for York County. “We like the fact that our money will be used to fund larger, more impactful initiatives overseen by present and future generations of community leaders on the Foundation board,” Loren said.

Michael and Eloise Newsome Fund for York County Michael and Eloise Newsome never intended to stay in York County very long. Originally York was going to be a short career stop, but a peculiar thing happened along the way – they started giving to the community and the community responded. The Newsomes believed that York County was relying on them to make a difference. “York County grows on you, especially if you immerse yourself into its cultural, business, and social life,” said Michael. “When you appreciate the needs of the

4

also encourage others to consider doing the same. In short, the Community Foundation earned it by the leadership and proactive role it plays.”

York County Community Foundation | 2013 Annual Report

community, you give of your time and talent to make York a better place to live, work, and play.” The next logical step for the Newsomes was to make a difference through charitable giving. The Community Foundation’s Fund for York County was the right vehicle for Michael and Eloise to continue their community work and develop the legacy they hope to leave in York. “The Michael and Eloise Newsome Fund for York County will help us make York a great place to live for everyone,” said the Newsomes. “We’re pleased to be able to make a difference.”


on o

D

Paul and Lori have lived and worked in York County since 1994.  They both believe that it is everyone’s responsibility to give back to the community where you work and live. York County Community Foundation, and more specifically the Fund for York County, are the perfect conduits to see that their charitable dollars are used for the most critical needs for the betterment of York County.  They want to be part of creating a vibrant York County for their family and generations to come.

FUND FOR YORK COUNTY NAMED FUNDS Continued

engaging

Paul and Lori Rudy Family Fund for York County

G M. S. Grumbacher Foundation Fund

H Bill and Reenie Hartman Fund for York County Hodges Family Fund Dolores E. and Ernest O. Horn, Jr. Fund

K Mildred and Helen Keeney Fund Kerlin Family Fund for York County Robert and Anne Kinsley Fund Loren and Faye Kroh Fund for York County

M Frank and Susanne Motter Fund

N Raymond L. Ness Fund for York County Michael and Eloise Newsome Fund for York County

R Paul and Lori Rudy Family Fund for York County Michael and Judy Rutter Fund

S Charles and Louise Sawmiller Fund George and Josephine Schmidt Fund for York County Sue C. and John C. Schmidt Fund Ralph Serpe and Bryan Tate Fund for York County Rick and Carol Smith Community Endowment Fund Charles E. & Berdella Emig Snyder Memorial Fund Carolyn Eyster Steinhauser Fund for York County Eugene C. Struckhoff Fund Donald A. and Gretchen Wolf Swartz Fund for York County

Ralph Serpe and Bryan Tate Fund for York County Bryan and Ralph met in 2008 through their work at their respective community foundations. Bryan is a native Yorker, who has long been involved in public service and community leadership, and has served at York County Community Foundation for 10 years. Ralph is a native of North Babylon, New York, and has devoted nearly two decades to leading community foundations in Silicon Valley, Princeton, and Baltimore. Both are recognized leaders in the field of raising charitable assets to endow local communities in perpetuity. They’re doing it in York and Baltimore, and they’re encouraging other community foundations around the country to do the same. Living in downtown York, Bryan and Ralph actively participate in community events at The Yorktowne Hotel, the Strand-Capitol, and The Valencia Ballroom. They are proud to support their downtown neighborhood cornerstones, Downtown Inc, Martin Library, York County Heritage Trust, and the YWCA. They support downtown’s restaurants and Central Market weekly. And they cheer on the York Revolution every season.

V Harriet R. Venus Fund for York County Mary Ellen Venus Fund for York County

W Fred A. and Naomi K. Werner Fund Roland M. and Lillian R. Whitmire Fund for York County Roy and Margaret Williams Fund for York County Thomas and Frances Wolf Fund for York County William T. and Cornelia W. Wolf Fund for York County

Z John and Kathryn Zimmerman Fund for York County

And now, with the Ralph Serpe and Bryan Tate Fund for York County, they are able to support the greatest needs of the York community … forever.

YCCF.org | engaging donors

5

rs


Rick and Carol Smith Community Endowment Fund Rick and Carol Smith have known since their children were very young that they wanted to give back to the community. When they discussed their charitable intentions and what they wanted to accomplish, their friend and advisor Bill Anstine recommended the Community Foundation. That recommendation stayed with the Smiths for many years and when the time was right they looked to their financial advisor, Holly Mayer, to pull all the pieces together. Rick and Carol became 1749 Legacy

Carson Family Fund for Greater Hanover Betty and Richard Carson know what it means to give. They volunteer their time and resources for many nonprofits and care deeply about the welfare of their community in Hanover. They created the Carson Family Fund for Greater Hanover as another means to support the community where they raised their children and enjoy living. Betty, a current board director at the Community Foundation, and Richard, president of Webb Insurance, take

6

the time to enjoy outdoor activities, particularly bike riding, as well as dining out. They also share an interest in supporting the arts and education. They will decide each year which nonprofits to support, with a particular focus on the Hanover area. “Our reasons for giving are fairly simple,” Betty said. “Richard and I firmly believe in giving back to our community, and we’re proud that, with the help of like-minded people, the Hanover community will be a good place to live for future generations.”

York County Community Foundation | 2013 Annual Report

Society members in 2011 and were able in 2013 to use the IRA charitable rollover to start their fund. Their fund gives both to the Fund for York County and Carol’s lifetime passion, the Martin Library. Rick and Carol believe in the importance of giving back and they feel they are lucky to be in the position they are today. “It’s not so much about what you make in life but what you give back,” says Rick. Carol adds, “Being able to ensure the future of the library for others to enjoy is a reward in itself.”


engaging

1749 Society

D

on o

Bo we n,

his dau ghter and granddaughter

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.

b Ro

1749 member: Robert A. Bowen

Robert A. Bowen is an active community member who has been involved with many local organizations, including as a member of the Community Foundation’s Investment Committee for more than a decade. So it came as no surprise when Rob joined the Community Foundation’s 1749 Society, a group that recognizes individuals for including the Foundation in their estate plans. “As a financial advisor, I think it is important for me to do as I preach. I feel philanthropy should be a part of everyone’s financial plan,” Rob stated. Rob’s York County Community Foundation philanthropic interests focus on the New Birth of Freedom Council, Boy Scouts of America (he was an Eagle Scout and former Board Member/Treasurer); Lutheran Social Services of South Central Pennsylvania, where he currently serves as Chairman of the Board; and Martin Library, where he currently serves as Board Member and Treasurer. The Robert A. Bowen Family Fund, which will be created upon his death, is a way to recognize the importance of family to him and continue demonstrating his personal commitment to philanthropy. While many people join the 1749 Society by designating the Community Foundation as the beneficiary of an existing insurance policy for their philanthropic legacy, Rob bought a new permanent policy specifically for that purpose. To him, it made financial sense. “For pennies

on the dollar, I can create my legacy for my favorite charities and know that it will be wisely stewarded by the Community Foundation, forever,” Rob said. “Joining the 1749 Society is a further step of my charitable giving,” Rob admitted. “I intend to use every creative method at my disposal to support other charities. Because the Community Foundation can accept any type of asset and has so many creative vehicles by which to create a legacy, it is an ideal location for my charitable giving.”

10

New Members

273

1749 Society Members

$7,751,032

Legacy Gifts received in 2013

New 1749 Society Members Robert A. Bowen Maria Musti Cook Milton H. & SaraAnn Lehman* Gingrich Marvin Mernick Charles and Carolyn Schaefer William H. Simpson* Meg and Bill* Swartz *We remember

For Full 1749 Society

Membership List

Yccf.org

YCCF.org | engaging donors

7

rs


Giving to

a Cause or a Passion in 2013

Through a bequest in his will Mr. Beck created two funds, one that designated to 10 different charities and one that designated to West York Dollars for Scholars

Richard Lee Beck Fund Richard “Dick” Lee Beck felt very strongly about charitable giving and understood the importance of creating his legacy. This fund was created through a bequest from his estate that equally supports 10 charitable organizations. Dick first came into contact with the Community Foundation in 1998 and discussed with his attorney, John Stitt Esq., the idea of creating his legacy to perpetuate his charitable giving forever. Mr. Stitt worked directly with Eugene C.

Designated Fund granting to three York County organizations through the charitable remainder of a unitrust

Margery & Arthur Freas Fund Margery Huston and Arthur Freas met at a USO dance in Palm Beach, FL during World War II. Margery was an Iowa girl, newly enlisted in the Coast Guard, and seeing the ocean for the first time; Arthur was a Pennsylvania boy, in the Army Air Corps, helping figure out techniques for guiding airplane landings by radar. It was 1944 and they were both twenty years old.

8

Struckhoff (former Executive Director of Development for York County Community Foundation and an expert in the field), who suggested language that helped Mr. Stitt provide Mr. Beck with an estate plan that truly met his needs. Mr. Beck was an engineering professional at the Borg Warner facility in York, PA who believed strongly in supporting education, his church, as well as many other national organizations that help York Countians, especially in the matters of health.

After the war, Arthur finished up the engineering degree that had been interrupted by military service. They were married in June of 1948, and set about raising a family. Kindness and generosity of spirit characterized Margery and Arthur Freas’ partnership. Having grown up during the depression of the 1930’s, and the privations of the war effort, they had both experienced the challenges of living with less than they wanted, or needed—they knew what that felt like. When they could help, they did; they were always watching for the opportunity. Don Freas writes: As news of their deaths has spread we (children) have

York County Community Foundation | 2013 Annual Report

Mr. Beck also created a second fund, the Richard L. Beck Fund. Mr. Beck, a graduate of West York Area High School, created a designated fund through a bequest in his will to provide for the West York Dollars for Scholars Program. Thanks to Mr. Beck, the program’s capacity to create scholarships will increase by 30%.

Reflect forever your commitment to the people, organizations and needs of York County.

received notes from individuals all over the country telling stories of assistance delivered both as letters of encouragement, and help with expenses or expertise. Even a smile, or a few humorous words often stayed in the hearts of the many people they touched. Each of these stories contains a line or two about what a difference their kindness made during a challenging time. Many of these stories have come as a surprise to us, their children. We knew about many of their larger philanthropic efforts: health, education, the arts—but the smaller personal contacts were often not mentioned; there were just too many.


a Vibrant York County

Established by an anonymous A donor, this fund supports Anonymous Funds (3) the Osher Lifelong Tom Adams, Jo Hunger, George LaMotte Scholarship Fund Learning Institute at Penn AIDS Fund State York. The Fund is Robert R. Anderson Family Fund Anstine Family Fund for York County intended to honor OLLI The Rozella Olp Anstine Fund For Music And Art founders Charmaine Sanfra Anstine Fund Kissinger, Olive Padden, and W. Burg Anstine Fund the late Gussie Petron, three William B. Anstine, Jr. Fund Josephine and Louis J. Appell Jr. Fund for York County women who were bored and Helen Pfaltzgraff Appell Fund ready to make more of their Designated Fund granting to OLLI created B through an IRA Charitable Rollover to honor retirement. They met by chance the three founders of OLLI Margaret O. Bailey and Claudia E. Bailey Fund at the Jacobus Library and called Edith Allen Barber Fund themselves a “cog in the wheel of learning.” They began talking about what Baskets of York Endowment Fund Marie G. Baumeister Fund could be done to provide adult learners with educational opportunities and Beautiful York Endowment Fund more. Their mantra of “curiosity never retires” and their thirst for knowledge Richard L. Beck Fund and mental stimulation, led them to create OLLI. The member group has Richard Lee Beck Fund grown from a handful of people to more than 500. The idea of offering Lester W. Jr. and Kathryn E. Bentz Fund Bers Family Fund courses of interest during the day for adult learners without the stress of tests, David Black Memorial Fund requirements, and official textbooks appealed to them. OLLI at Penn State York is Former Judge Albert G. Blakey III Memorial one of more than 100 lifelong learning institutes across the nation. Fund for York County

Doris E. Schwartz Education Fund Doris Schwartz, a long-time resident of West York, was nearly a century old when she died in 2013. During her lifetime, she took full advantage of all life had to offer. She was an educator and a flight attendant who travelled extensively around the world, and her vast and varied experiences gave her an appreciation of the importance of education at every stage of life. The Doris E. Schwartz Education Through a bequest in her will, Ms. Schwartz created an education fund for teachers as Fund was created in 2013 from well students throughout York County Doris’s estate under the direction of her friends and executors Nancy L. Frey and Kenneth R. Smith, with help from Doris’s attorney John Stitt. Doris’s passion for education and lifelong learning will now help teachers and students in York County. Public school teachers will be able to apply for a fellowship that will meaningfully increase their capacity as a leader. The student scholarship will benefit every school district in York County and will be awarded to students who meet certain qualifications and demonstrate character, academic achievement, and financial need.

on o

D

NAMED FUNDS

engaging

Lifelong Learning Endowment Fund

Albert and Judith Blakey Fund Beatrice and Henry Blatner Fund Jan Hershner Blatner Memorial Fund The Bon-Ton Stores Foundation Fund Nadine M. Bongart Memorial Scholarship Fund Alice Marie and Michael Boustead Fund Alice Marie and Michael Boustead Fund for York County Rock Brenner/Mt. Wolf Wolves Memorial Scholarship Fund Ralph and Charlotte Brooks Fund Earl and Margaret Brown Family Fund Brubaker Family Fund Lester and Anna Buchart Fund Lester and Anna Buchart Fund (2) Lester L. Buchart Fund Warren C. and Katherine K. Bulette Fund James C. and Carrie B. Bush Memorial Fund Don and Marla Butcher Family Fund Francine and Ivan Butler Fund Randy Byrnes Girls Soccer Scholarship Fund C Harriet T. Campbell Jr. Fund Sean C. Campbell, M.D. Honorary Fund Carson Family Fund for Greater Hanover Josh Cervenak Future Fund Chairmen Emeriti Fund for York County CHEF Fund in honor of Mike DeVeny Codorus Watershed Endowment Fund W. L. Cook and Jeannette B. Cook Fund Mr. Raymond “Butch” Cooper Memorial Scholarship Fund Counsel Trust Community Fund James W. Craft Scholarship Fund Crispus Attucks Early Childhood Care and Education Fund Hazel P. Currier Fund

YCCF.org | engaging donors

9

rs


Fred A. and Naomi K. Werner Fund Fred and Naomi Werner established a Donor Advised Fund in 2008 to provide for the charities that they cherished in York County. Fred and Naomi cared deeply about their adopted community. They moved here in 1979 after they had both retired and made York County

their home for more than 30 years. After Naomi’s death, Fred established a second fund in their names that would designate grants to their favorite charities in perpetuity. The designated fund will provide annual distributions to the Salvation Army, Lehman Center and the Children’s Home of York. Designated Fund established during his lifetime

Honoring

a Loved one in 2013

Josh Cervenak Future Fund Josh Cervenak died December 30, 2011, from a rare type of lymphoma at the age of 38. Josh was a graduate of Central York High School and Washington and Jefferson College with an advanced degree from Villanova University.

Donor Advised Fund established by Josh’s parents

George and Josephine Schmidt Fund for Martin Library Jody Appell learned about giving at a young age. When she was 10, her mother would take her around the neighborhoods to collect money in Visiting Nurse Association (VNA) bags. “We would knock on every door on every street, and everyone gave. The experience taught me so much about people’s generosity. It was so very rewarding,” says Jody. Her parents believed that giving back of your time was just expected. It was that dedication to the community that Jody found so inspirational and cemented her love of volunteering. As a young woman, Jody’s favorite volunteer experience was at the Princess Street Babies Clinic. There she

10

With his positive and outgoing nature and wonderful sense of humor, Josh participated in leadership and service positions in York’s business and social organizations. He actively supported programs that benefitted the children and youth of our community.

In addition to his strong commitment to Junior Achievement, Josh supported Hugh O’Brian Youth Leadership (HOBY), Make-A-Wish Foundation, and Special Olympics. He also served as a member of the Board of Directors for the Children’s Home of York. His parents, Sharon and Joe Cervenak, created the Josh Cervenak Future Fund “to honor his life and to establish his legacy.” The Josh Cervenak Future Fund is thus dedicated to the future of the children and youth of York County celebrating Josh’s commitment to them.

measured the height and weight of the babies, and the volunteers voted on the healthiest baby for the coveted “Baby of the Year” award. Jody also loved her volunteer time at Martin Library, which she saw, and still sees, as a very special gathering place for the community. Jody spent countless hours there filing cards back into the card catalogue. Jody became involved with the Community Foundation in 1975 when she joined the Board, eventually serving as board chair in 1980-1981. Today she is incredibly excited about the direction the Community Foundation has taken in recent years and about the positive changes that are happening in this community for which she cares so deeply.

York County Community Foundation | 2013 Annual Report

Designated Fund established by the Schmidt’s daughter


on o

D

Steigelman and Zerbe Family Fund

engaging

NAMED FUNDS Continued D Dallmeyer Family Fund

Fred Dallmeyer Fund The Steigelman and Herbert S. & Louella B. Dallmeyer Fund Zerbe Family Fund Norman S. Danner Memorial Scholarship Fund was established by Joe and Lynne Danyo Fund C. S. Davidson Community Fund Susan and Richard Davidson Family Fund Zerbe. “My parents Linda and Dave Davidson Fund for York County were very quiet, Jane and Harrison Davis Fund inward reflecting Louise S. Deane Fund Philip B. Deane Fund people who left a large Dr. Woodrow Strayer & Ella Mae Fleming Dellinger Scholarship Fund part of their estate to Jack Deroche Memorial Fund Donor Advised Fund established by charity. Honoring them Marty DeRose Angel Scholarship Fund Susan and Richard Zerbe Charles and Alma Diehl Family Fund with this named fund Clair and Helen Diehl Fund seemed the right thing to do,” The 6 Dolans Fund said Susan Zerbe. The Zerbes, who have travelled extensively around Tom and Cindy Donley Family Fund the globe, observed how many in this world struggle on a daily basis for E their basic needs. They understand how fortunate they are and wanted to Patricia A. Eisenhauer Fund for York Little Theatre use some of their resources to help make a difference in other people’s lives. Amy E. Elliott Memorial Fund Erda G. and Robert W. Erdos Fund “We were impressed by the diversity of programming Marsha Everton & Jack Stover Fund for York County options the Community Foundation offers. It allows Charles G. Eyster Fund us to tailor our fund to support the programs we Charles G. Eyster Family Fund Marea V. Eyster Memorial Fund feel most passionate about,” says Susan. The Zerbes Honor F feel it is also a way to continue to make a difference forever your after they’re gone. They appreciate that monies left Feldmann Family Fund H. Fred Fickes Fund in their fund after their death will be used to fund friends or Flinchbaugh Engineering Education Fund future York County needs that may not currently Focus On Our Future Fund loved ones. exist. Richard writes, “It is also a way for our children Four Chaplains Scholarship Endowment Fund Tom Foust Memorial Scholarship Fund and grandchildren to have an understanding of our Ben Franklin Trust Fund values and what is and was important to us.” Margery & Arthur Freas Fund Frick Family Fund Friends of Messiah College Scholarship Fund Charles and Adaline Frysinger Fund The Fund for Greater Hanover The Fund for York County Rodger K. Furse Fund

Debra Stock Fund for YWCA York A group of friends and family of Debra Stock created this fund upon her retirement as CEO of YWCA York to honor her years of dedication as both board director and CEO of the YWCA. Friends believe that Deb Stock’s incredible passion for the causes she cares about as well as her drive are an inspiration to all who know her. “Deb has done so many things that are outstanding that many people aren’t even aware Designated Fund established by friends and colleagues of. Having a fund in her name will make her permanently remembered for all of those contributions,” says Sue Schmidt.

G Mildred S. Gabrielson Fund Anna L. Gardner Fund Edgar I. Garrett Fund Robbie Gentry Memorial Fund Jack Giambalvo Family Fund Glatfelter Family Scholarship Fund George Hollinger Glatfelter Memorial Fund Guy Victor Glatfelter Fund Gleba Family Fund Donald A. Gogniat/Penn State York Scholarship Fund Samuel and Helen Gotwalt Fund Mary Z. Gross Fund Clarabeth Grossman Scholarship Fund M. S. Grumbacher Foundation Fund H Hahn Home Fund for Women Bill and Reenie Hartman Fund for York County Barbara E. Heaps Memorial Scholarship Fund Mike Heidler Family Fund

YCCF.org | engaging donors

11

rs


Jason Vest Memorial Scholarship Fund Jason Vest was a 2001 Kennard-Dale graduate and a varsity cross country and track participant. He had an unquenchable thirst for knowledge that made him an unwavering advocate for education. Jason’s life was cut tragically short after a yearlong battle

with sarcoma. As a testament to Jason’s passion for learning, generosity and volunteerism, this fund was established by his wife, Laura, to provide scholarships to Kennard-Dale students planning to further their education in the areas of science, technology, engineering or mathematics.

Encouraging

Family or Company Philanthropy Mike Heidler Family Fund

Donor Advised Fund to encourage family philanthropy

Katherman, Briggs and Greenberg Community Fund When attorneys from Katherman, Briggs and Greenberg (KBG) met with the Community Foundation, they realized that creating a fund through the Foundation would be the start of a great partnership. The partners of the firm were impressed with the number and variety of funds, and the confidence that so many have placed in the investment abilities of the Community Foundation. They determined that an endowed fund would be a visible and manageable way for KBG to encourage and organize their company’s community philanthropy as well as allow them the ability to make end-of-

12

Heidler Roofing has been giving back to York County for a long time, and that’s the way Mike Heidler likes it. For the past 55 years, Mike says that York County has supported his business, so giving back is only natural. “It makes us, the ownership, happy to give back to the community and to the people that really need the help,” Mike said. Now he believes it’s time to take his charitable giving to a more personal level. Mike established the Mike Heidler Family

year gifts to the fund and decide later how to grant in a more strategic way. “KBG is proud to have established a permanent donor advised fund through which we will direct all of our charitable and community activities. We are thrilled to be part of the Foundation and to take part in creating a vibrant Central Pennsylvania for present and future generations,” said Brian Strong, a partner at the firm. “KBG recently celebrated its 30th anniversary and has a long-standing tradition of giving back to the community. The Community Foundation and its mission are completely compatible with the firm’s practice of helping people in need, and the new fund will allow this tradition to continue forever,” Brian added.

York County Community Foundation | 2013 Annual Report

Scholarship Fund established by Jason’s widow, married only eight months when Jason was diagnosed, to create a legacy for Jason

Fund at the Community Foundation so that he could keep giving back to the community in ways that have personal meaning to him. Mike knows he is one of the fortunate ones: he balances a successful business with quality family time, and is able to do things he enjoys such as play golf and dine out. This fund will remind his family of the importance of sharing with others who are less fortunate and will allow them to be more involved in philanthropy.

Donor Advised Fund to encourage company philanthropy


NAMED FUNDS Continued

engaging

William H. and Judith A. Simpson Family Fund

D

on o

The William H. and Judith A. Simpson Family Fund was created with a bequest from the estate of Bill Simpson, who passed away in 2012. Judy Simpson is proud to have her husband’s legacy continue through the Community Foundation. “Bill had a tremendous impact on York County Community Foundation and its role in the community,” she said. “He was a member of the board in the Foundation’s early years and had a Donor Advised Fund created firm commitment to promoting philanthropy in through a bequest our community.” Bill was a strong supporter of the York Academy Regional Charter School, where the new playground is dedicated in his honor; and had the vision for Steam into History. It was Bill’s energy and enthusiasm that brought Steam Into History’s replica steam locomotive, “The William H. Simpson #17,” to life. Judy is also active in giving back. She served as a Community Foundation board director, founded the Community Foundation’s Women’s Giving Circle along with Carolyn Steinhauser, and also served as its chair. In addition, Judy is founder and current chair of the York County Honors Choir and is involved in numerous other community efforts. Judy is pleased to be able to continue the Simpson legacy. “Bill will be remembered for his talent, compassion, and dedication to his community, friends, and family,” said Judy. “This fund will allow me to continue to support his interests as well as develop new ways to help meet the needs of our community.”

Jeff and Cindy Lobach Community Fund

Hester Hemminger Scholarship Fund Andrew J. Hershey Memorial Scholarship Fund Historic Monument Fund for the City of York Hodges Family Fund Anna G. Hoke Fund Fred Holliday Fund Philip A. and Elizabeth J. Hoover Fund Dolores E. and Ernest O. Horn, Jr. Fund Robert E. Horn Memorial Fund Russell and Eleanor Horn Foundation Fund George W. W. Hummel Family Fund I Perry and Virginia Innerst Fund Inspiring H.O.P.E. Playground Endowment Fund K Katherman, Briggs and Greenberg Community Fund Betsy Keefer Community Fund Helen and Mildred Keeney Fund Paul and Ruth Keirsted Memorial Scholarship Fund Keller Family Fund Kerlin Family Fund for York County Kerlin Family Fund Imogene (Gene) and Elmer D. Kern Fund Beattie and Chet Kimes Fund Kingston Family Fund Robert and Anne Kinsley Fund Crull S. Kister Fund Danny Klinedinst Memorial Fund Margaret “Peggy” Knoch Memorial Fund Martin W. Kondor Memorial Scholarship Fund Korean War Memorial Endowment Fund Timothy “Tim” Kotula Fund Sandy Kranich Scholarship Fund Kroh Community Fund Loren and Faye Kroh Fund for York County Drs. George and Lois Kushner Fund L

Charlotte R. Langione Fund Jeff and Cindy Lobach’s varied and Henry and Dorrie Leader Education Endowment eclectic volunteer service led them Leave A Legacy® York County Endowment Fund to create the Jeff and Cindy Lobach Jeanne E. and Wendell L. Lehman Family Fund Susan Donnelly Levine Melanoma Awareness Fund Community Fund at the Community Lifelong Learning Endowment Fund Foundation. Jeff, a former Community Lincolnway Lions Club Fund Foundation board director and current Michael G. and Wanda M. Linebaugh Fund Jeff and Cindy Lobach Community Fund Legal Counsel, said, “I had a front row Arthur F. Loeffel Scholarship Fund seat at the transformation of the Community Logan Family Fund Foundation to its present proactive and impactful Walter B. Loucks-Michael Alan Bose state. With college in the rearview mirror for our three Arts Fund Donor Advised Fund to support our LWB Refractories/West York Area Dollars sons, we thought now would be a good time for us to community and other causes For Scholars Endowment focus our giving more strategically and the Community M Foundation is the perfect vehicle.” The Lobachs are passionate about youth, education, May D. MacBride Fund health care, and their church, and support organizations that can have “transformative or Lois and Edwin Mangold Fund life-saving effects on our neighbors,” according to Cindy. Globally, the Lobachs are currently Emory H. Markle Memorial Fund Viola D. Markle Memorial Fund working to preserve an area of the Amazon rainforest by helping the villagers living on the edges Fred and Sylvia Marsh of the gigantic Tahuayo Tamshiyacu reserve. Jeff and Cindy introduced their boys to volunteering Endowment Fund and philanthropy by including them in their efforts, which have ranged from marching in support Rebecca E. Mease Fund of the Chinese refugees from the Golden Venture in the mid-90s, to bringing them along to the soup kitchen. “One dividend of starting a family fund will be to involve them in philanthropy since they will be making decisions for the fund eventually,” said Jeff. YCCF.org | engaging donors

13

rs


Brian Strong and Andrea Marceca Strong Family Community Fund Andrea and Brian moved to York after graduating from law school with few resources but a strong belief in giving back to the community. Brian says that he and Andrea have always been involved in volunteerism. Their current efforts include pro bono work as well as coaching their kids’ sport teams and serving on a variety of boards and organizations. Donor Advised Fund that will encourage family philanthropy

Sue and Elliott Weinstein Family Fund Sue Weinstein is a Yorker and proud of it. She met her husband, Elliott, while they were at Penn State, and when she took her first teaching job in York, Elliott followed. “The rest,” she says, “is history. We’ve been here ever since, and it was the best decision Elliott ever made!” Both Sue and Elliott are happy to be in a community like York because of the meaningful connections they have created. They raised their three children in York but have always counted philanthropy as a fourth child. They created their fund at the

Now Brian and Andrea feel the need to do more. “We are fortunate to reach

Community Foundation as a strategic financial charitable plan to support their community forever. “It’s all about community,” Elliott says. “Our three kids will understand when we divide our estate into fourths rather than thirds, because if you don’t help create community, you have no stake in it.” Elliott emphasized the importance of endowed charitable giving, which allows the Weinsteins to maintain a level of giving despite economic factors that may affect their business. “The time was right to take advantage of the Community Foundation’s endowment building and be assured this fund will help our community forever.”

York Revolution Community Fund

Donor Advised Fund for company philanthropy

14

a point in our careers where we can give back to the community in a more focused manner, and the Community Foundation is a perfect vehicle through which to accomplish this,” said Brian. Andrea and Brian appreciate the more tangible results that come from giving locally, whether it’s giving of their time or other resources, and they have passed lessons on giving to their children. “This fund will be another way for us to involve our children in the process and to teach them the importance of philanthropy,” said Brian.

The York Revolution has created a charitable endowment at York County Community Foundation that will help the organization meet its philanthropic goals over the long-term. The Revolution will select community nonprofit organizations each year to receive grants from the York Revolution Community Fund. The Fund is a vehicle for the Revolution to give back to the community in a thoughtful, strategic fashion that will last in perpetuity. Eric Menzer, president and general manager

York County Community Foundation | 2013 Annual Report

Donor Advised Fund to support the community

of the York Revolution, stressed that even though the Revolution is a young business, the organization plans to be in York forever. The establishment of this Fund is a symbol of its permanence and the mark it hopes to make in the community.

Discover your passions, support your community, encourage others.


N National Leasing Company Fund Charles E. and Anna M. Naylor Fund Andrea Miller Neiderer Memorial Scholarship Fund Raymond L. Ness Fund for York County Robert and Lynn Newcomer Family Fund Michael and Eloise Newsome Fund for York County Norris Family Community Fund O Otterbein Early Childhood Care and Education Fund P Anna, Bennett and John Pearson Scholarship Fund Bob Potts Memorial Fund Pearl K. Prowell Trust Fund R Renner Medical and Mental Health Scholarship Fund W. Scott and Brenda Rhinehart Family Fund Kevin Rice Memorial Fund Flo A. Rider Children’s Fund G. Stuart and Margaret A. Rohler Fund Rosenmiller Family Fund Rotary Scholarship Fund Paul and Lori Rudy Family Fund for York County Michael and Judy Rutter Fund S St. Paul’s Lutheran Church Early Childhood Care and Education Fund Dr. and Mrs. John K. Sanstead Fund Charles and Louise Sawmiller Fund G. Edward Saxe Family Foundation Fund Mr. and Mrs. David P. Schiwetz Fund George and Josephine Schmidt Fund for Martin Library George and Josephine Schmidt Fund for York County George and Josephine Schmidt Memorial Fund Sue C. and John C. Schmidt Fund Doris E. Schwartz Education Fund Jeanne Schwartzer Memorial Fund Dominique Nichole Scott Memorial Fund Ralph Serpe and Bryan Tate Fund for York County Shearer Industrial Supply Company Fund Grayce M. & Paul R. Shelly Fund Phil and Kay Sheridan Fund Shipley Scholarship Fund Richard S. Shue Fund for Spring Garden Band William H. Simpson Fund for Community Advancement William H. and Judith A. Simpson Family Fund Beauchamp E. and Josephine D. Smith Fund John T. and Paige S. Smith Fund

T John R. Taylor Fund Chester H. Thomas Foundation Fund Brock Tierney Memorial Scholarship Fund C Wm Trout Fund U United 4 York Fund V Venture Fund for Penn State York Harriet R. Venus Fund for York County Mary Ellen Venus Fund for York County Jason Vest Memorial Scholarship Fund Viet Nam Veterans Memorial Endowment Fund Vizzi Family Fund W Wagman Corporate Community Fund Edward and Sally Wagman Family Fund Richard and Carol Wagman Family Fund Wand Family Fund Airie Knipel, Harry V. and J. William Warehime Foundation Fund Warehime Fund for Greater Hanover Alethea and Graham Watts Memorial Fund Sue and Elliott Weinstein Family Fund Fred A. and Naomi K. Werner Fund Fred A. and Naomi K. Werner Fund (2) Charlotte R. and Ralph Westerman Fund Albert S. Weyer Community Health Fund Whelan Family Fund White Rose Foundation Fund Morgan and Mary Elizabeth Whiteley Fund Roland M. and Lillian R. Whitmire Fund Roland M. and Lillian R. Whitmire Fund for York County Raymond L. Wilhide Jr. Endowment Fund Marc A. Williams Fund Roy and Margaret Williams Fund for York County Wolf Foundation Fund Earle L. Wolf Fund Earle L. and Evelyn T. Wolf Fund George A. Wolf Family Fund

Phyllis Hantz Wolf and Charles S. Wolf Fund Thomas and Frances Wolf Fund on ors Thomas and Frances Wolf Fund for York County William and Cornelia Wolf Fund William T. and Cornelia W. Wolf Fund for York County Mabel and Robert Wolfgang Fund for Messiah United Methodist Church Robert and Mabel Wolfgang Fund Women’s Giving Circle Endowment Fund Barbara Woodmansee Domestic Violence Education Fund WW II Memorial Endowment Fund

D

Dave and Betsy Meckley Family Fund Eleanor and Daniel G. Meckley III Fund J. Robert Menchey Music Education Endowment Fund Reid Menzer Memorial Fund Merrick Family Fund Edmund and Esther Miller Fund Ezra & Edith Miller Memorial Fund Dorothy Moore-Stauffer Fund Motter Foundation Fund Frank and Susanne Motter Fund S. Edward Murphy Fund Robin Worley Myers Memorial Scholarship Fund

Rick and Carol Smith Community Endowment Fund Charles E. & Berdella Emig Snyder Memorial Fund Southern York County Rotary Scholarship Fund Elwood M. Sprigle Fund Stahlheber Family Fund George L. Stallman, Jr. Fund Joan and David Stauffer Jr. Fund S. Walter Stauffer Fund Esta Sholl Steich Christian Mission Fund Steigelman and Zerbe Family Fund Carolyn E. Steinhauser Fund Carolyn E. Steinhauser Fund for Nonprofit Excellence Carolyn Eyster Steinhauser Fund for York County The Nevin and Jeanette Stetler Fund Randy Stetler Memorial Scholarship Fund Debra Stock Fund for YWCA York Florence B. and Clyde W. Stouch Foundation Fund Brian Strong and Andrea Marceca Strong Family Community Fund Eugene C. Struckhoff Fund Donald A. and Gretchen Wolf Swartz Fund for York County Gretchen Wolf Swartz and Donald Swartz Fund Meg and Bill Swartz Family Fund

engaging

NAMED FUNDS Continued

Y YMCA of York and York County Early Childhood Care and Education Fund YorIt Social Venture Fund York City Band Fund York City Dollars For Scholars Class of 1934 Fund York City Dollars For Scholars Class of 1941 Fund York City Dollars For Scholars Class of 19M42 Fund York City Dollars For Scholars Class of 1945 Fund York City Dollars For Scholars Class of 1951 Fund York City Dollars For Scholars Class of 1959 Fund York Country Day School Keystone Scholarship Fund York County Community Foundation Agriculture and Land Preservation Fund York County Community Foundation Arts and Culture Fund York County Community Foundation Children and Youth Fund York County Community Foundation Community Development Fund York County Community Foundation Education Fund York County Community Foundation Embracing Aging Fund York County Community Foundation Emergency Relief Fund York County Community Foundation Fund for the Environment York County Community Foundation Health and Human Needs Fund York County Community Foundation Management Assistance Fund York County Community Foundation Sustainable Energy Fund York County Community Foundation Vision Fund York County’s Fund for Special Olympics York Day Nursery Early Childhood Care and Education Fund York Factory Whistle Concert Fund York Federal Foundation Fund York High Class of 1969 Fund York Jewish Community Center Early Childhood Care and Education Fund York Penn Machinery Company Fund York Revolution Community Fund The York Water Company Endowed Fund YWCA of Hanover Early Childhood Care and Education Fund Z Jane and Jim Zarfoss Family Fund Mr. and Mrs. Isaac Newton Zimmerman and Dr. Nona Diehl Fund John and Kathryn Zimmerman Fund for York County John D. and Kathryn W. Zimmerman Fund John D. and Kathryn W. Zimmerman Fund (2) Kathryn W. Zimmerman Fund Kathryn Wolf Zimmerman Fund William and Patty Zimmerman Family Fund Harry E. and Sadie M. (Kohr) Zumbrun Fund Margery E. and Henry A. Zumbrun Fund

YCCF.org | engaging donors

15


by providing

Community Leadership W

e are a collaborative community leader who searches out ideas and opinions from hundreds of volunteers. We coordinate community resources, convene expertise, propose solutions and energize leaders and philanthropists to create positive change for our community. We invest our resources of time, energy and money in addressing the issues to build a strong future.

2013 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

Timothy J. Bupp, Esq.

Loren H. Kroh*

CGA Law Firm

President Campus ToolKit

Elizabeth F. Carson* Retired M&T Bank Executive

Erin J. Miller, Esq.

Charles H. Chodroff, M.D.

Associate Attorney The Elder Law Firm of Robert Clofine

Senior Vice President & Chief Clinical Officer WellSpan Health

Joseph P. Clark II, Esq. Vice President & General Counsel The Stewart Companies

David L. Cross President of Management Services Rock Commercial Real Estate

Krista Snyder Darr

York County Community Foundation

Senior Vice President, Commercial Banking Manager Fulton Bank

Marsha M. Everton* Secretary

David M. Davidson, P.E., P.L.S.

Corporate Director & Advisor Marsha Everton, LLC

Margaret Z. Swartz* Assistant Secretary Retired Olde Country Reproductions, Inc.

Henry J. Christ iii* Treasurer Chairman E.K. McConkey & Co. Inc.

Carl E. Anderson, Esq. Owner Law Office of Carl E. Anderson

John W. Bailey President, Executive Vice President Bailey Coach, Inc. & Bailey Travel Service, Inc.

CFO & Chairman of the Board of Directors C.S. Davidson, Inc.

Jennifer Geesey President Central Penn Benefits

Michael H. Hady III Project Management Consultant York Traditions Bank

Ronald L. Hershner, Esq. Managing Partner Stock and Leader, LLP

Timothy Kinsley* Vice President of Development Kinsley Construction, Inc.

Susan D. Krebs Community Volunteer, Board Director York Academy Regional Charter School

Lori O. Mitrick* Adjunct Professor York College of Pennsylvania

John M. Polli President & Founder JMP Consulting

Scott C. Rogers President The Glatfelter Agency/Susquehanna Agents Alliance

William S. Shipley III CEO Shipley Energy

John J. Shorb, Esq. Partner Stock and Leader, LLP

Patti Stirk President and CEO BIG Wireless LLC

John J. Sygielski, Ed.D. President Harrisburg Area Community College

Joseph G. Wagman Chairman & CEO Wagman Construction, Inc.

Claire S. Weaver, CPA* Shareholder SF & Company, CPAs

Jeffrey D. Lobach, Esq* Community Foundation Legal Counsel

16

York County Community Foundation | 2013 Annual Report

Partner Barley Snyder


Leade

Advisory

r

sh

Committees in 2013

Agriculture and Land Preservation Ronald L. Hershner, Chair Marvin Beshore Stanley E. Brown Felicia Dell John S. Eaton Jr. Julie L. Flinchbaugh Douglas E. Kilgore Tim Livingston Bruce W. Miller Dustyn Miller John D. Miller Jr. John J. Shorb Paula A. Vitz Tracy L. Daniels, Staff

Beautiful York Lori O. Mitrick, Chair Louis J. Appell Jr. (emeritus) Mary Anne Bacas Philip W. Briddell Lynne M. Danyo Frank E. Dittenhafer Anne Druck Doug Hoke Carol Kauffman Mark N. Platts Sarah B. Stahl Jane M. Conover, Staff

Codorus Watershed Jennifer Geesey, Chair Linda B. Davidson Karla S. Farrell Jeffrey R. Hines Bradley Martin Andrew J. Miller Carroll L. Missimer David Smith Tracy L. Daniels, Staff

Embracing Aging Bruce M. Bartels, Chair Angela D. Anderson Corinne Arugunes Patrick C. Ball Crystal Bastress Dianna Benaknin Penny Blackwell Marie Burgos Judith A. Chambers Kevin Cysyk Angela Dohrman Michael H. Hady III Paulette Hawkins Frank Hawkins Kristen M. Heisey

Tina Hess David Kalinoski Stephanie S. Kessler Vicki Klinedinst Joan Krechmer Josh Krechmer Mary Ligon Erin J. Miller Sonja Miller Mark Shea Edquina Washington Cathy Bollinger, Staff

Together with the Community Foundation we are a cohesive force set on community improvement. We assess needs, confront critical issues and drive for results.

Fund for Greater Hanover Elizabeth F. Carson, Chair John W. Bailey Doug Becker William Heiser Andrew Hoffman G. Steven McKonly Scott Roland Todd M. Staub Tricia Warehime Bryan K. Tate, Staff

Distribution Timothy Kinsley, Chair Carl E. Anderson Elizabeth F. Carson Krista S. Darr Heidi J. Hormel Jody Anderson Leighty Suzanne L. McConkey Erin J. Miller Lori O. Mitrick Margaret Z. Swartz Frances D. Wolf Rose Marie Woodyard Jane M. Conover, Staff

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

Sustainable Energy David L. Cross, Chair Alexandra C. Chiaruttini David Davidson Frank E. Dittenhafer Rick Hollinger David McIlnay Amy Meyers

Find out

More

Michael S. Rader Marcus B. Sheffer Joel R. Snyder Carolyn E. Steinhauser Michael Stoner Jane M. Conover, Staff

Albert S. Weyer Community Health Krista Snyder Darr, Chair Helen Deitch Curtis Herrin Karen E. Jones Edquina Washington Tracy L. Daniels, Staff

York Federal Fellows Jennifer Englerth, Chair Lou Castriota Ann Davis Kevin Lenkner Suzanne McConkey Tammy Miller Joan Mummert Robert W. Pullo Michael Thew Jane M. Conover, Staff

YorkCounts Loren H. Kroh, Chair Carl E. Anderson Darrell W. Auterson Randy Freedman Art Full William R. Hartman Doug Hoke Steven M. Hovis Susan D. Krebs R. Eric Menzer Lori O. Mitrick

Yorkcounts.org Michael Newsome Scott C. Rogers Maria Royce Joseph G. Wagman Robert J. Woods Morton F. Zifferer Jr. Jane M. Conover, Staff

YorIt Patti Stirk, Chair Wilda Alessi Amy Anstine Amy Chamberlin Krista Snyder Darr Helen Deitch Meagan H. Feeser Philip Given James Gleba Karen Gleba Joshua Hankey Michael Haun Jason Konopinski John McElligott Benjamin McGlaughlin Ralph Serpe Elizabeth Silbaugh Johnides Bethany Slapinski Karin Swartz Bryan Tate David Wagenknecht Claire Weaver Angela Lauer, Staff

YCCF.org | Community Leadership

17

ip


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 long-term 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.

Environment Promoting awareness, protection, and conservation of natural resources.

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

Field of Interest Funds support broad areas of charitable interest in our community that have been selected by the Community Foundation in response to donors’ interests and community need. One example of a Field of Interest fund in action is Agriculture and Land Preservation. This Fund was created out of a deep sense of pride in York County’s agricultural roots. In 2013, the Community Foundation supported several programs and initiatives through this fund: • Support for Agriculture Cost-Share program in collaboration with the York County Conservation District. The program helps cover the cost of implementing Best Management Practices to help farmers comply with the PA Clean Streams Law and significantly reduce the pollutants in the County’s streams, creeks, and rivers. • Support for Envirothon a national competitive science program whose focus in 2014 is sustainable agriculture. York County has one of the largest levels of participation in the nation with nearly 1,000 students in grades 3-12 and hundreds of volunteers participating each year. • Support for teachers who wish to pursue a CASE-certified agriculture instructor designation through Future Farmers of America. • Support for future farmers in their pursuit of post-secondary and graduate level agriculture education.

18

York County Community Foundation | 2013 Annual Report


Leade

Operating

r

sh

Committees in 2013

Audit

Human Resource

Claire S. Weaver, Chair Carl E. Anderson William E. Reardon Charles W. Wise III George M. Dvoryak, Staff

Elizabeth F. Carson, Chair David L. Cross Linda B. Davidson Jody L. Keller William R. Hartman, Staff

Corporate Governance and Nominating Carl E. Anderson, Chair Lori O. Mitrick Michael Newsome William R. Hartman, Staff

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

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

Marsha M. Everton, Chair Barbara Carbaugh Jennifer Geesey Michael L. Gleim William S. Shipley III Jon Toy Kim Walsh-Phillips Tracy L. Daniels, Staff

Resource Development

Interim Grants Timothy Kinsley, Chair William R. Hartman Michael Newsome Paul L. Rudy III Sandra M. Aulbach, Staff

Investment Paul L. Rudy III, Chair Robert A. Bowen Patrick Brubaker H. Douglas Campbell Jr. Henry J. Christ III Joseph P. Clark II James P. Corcoran Nancy A. Klahold Holly A. Mayer Michael Newsome

Gift Acceptance

Marketing

John M. Polli Scott C. Rogers Brian D. Selby Alexander V. Shorb Richard E. Wagman George M. Dvoryak, Staff

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

cARRYING THE BALL for 20 years

Donna Jones,Controller with the Foundation since 1994

Sustainers and Founders

Revitalization and Growth Initiative Leadership Gifts

Sustainers 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

Founders 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

YCCF.org | Community Leadership

19

ip


Since its inception YorIt has been

IGNITING ENTHUSIASM & INSPIRING CHANGE

85

members

Y

Granted to Community:

orIt is comprised of people who are excited to build their lives in York, who are enthusiastic about York’s potential, and who wish to contribute to the future of York. Through the YorIt Social Venture Challenge, we fund innovative outof-the-box solutions to make York a great place. Half of the funds raised through memberships go toward creating a YorIt endowment and half go toward the Social Venture Challenge grant program.

$83K

Endowed Fund balance: more than

$100K

Changing York one cool concept at a time.

Ben McGlaughlin, YorIt Advisory Committee

Jason Konopinski, YorIt Advisory Committee

Healthy world Cafe Serving over

2,200 lunches

Supporting approximately

2011 Grant

T

he 2011 winner Healthy World Cafe (HWC), is an eat-what-you-want, pay-what-you-can cafe open for lunch. “Where friends meet and everybody eats” is the tag line for this unique social venture project that combines great tasting, healthy food from local farms in a welcoming environment where everyone can afford the meal. In summer of 2014 HWC will be moving to a storefront on South George Street, downtown York.

20

30

local farms & businesses

York County Community Foundation | 2013 Annual Report

Serving over

130

new & unique dishes Patti Stirk, YorIt Chair 2012-2013

Ignite & Inspire

YorIt.org


Leade

Yorshoppes

T

r

24

2013 Grant he 2013 winner YorShoppes is a pop-up retail incubator created to address the vacancies in the Business Improvement District by setting up temporary retail establishments in vacant buildings.

sh

retailers

3

new locations Meagan Feeser, YorIt Advisory Committee

2013 Grant

Cowork155

T

18

he 2013 winner CoWork155 (a membership based community) provides a unique work environment to entrepreneurs, telecommuters, freelancers, salespeople and employees of innovative firms in the York region.

members

59

community & private events

Michael Haun, 2014 YorIt Chair

The Parliamemt

6,000

people attending events since 2012

250

artists supported

75

2012 Grant

T

he Parliament, the 2012 winner, is a non-profit community arts collective that operates a gallery on East King Street. The Parliament markets, places and represents a growing number of emerging local artists and continues to build on its mission of revitalizing the arts in the community. Angela Lauer, YorIt Staff

events held YCCF.org | Community Leadership

21

ip


WOMEN’SGIVINGCIRCLE

75

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

The Women’s Giving Circle is building a community of thoughtful, effective philanthropists committed to strategic philanthropy. These women are masters at leveraging the power of information and collaboration to effect positive community change. Time and time again the Women’s Giving Circle has been out front in responding to community problems and opportunities. Find out

More

more than

more than

Women

$500,000

invested in the community

Priorities: education, urban revitalization and diversity.

39

Nonprofit Organizations

yorkwgc.org

44

Nonprofit Leaders

If education, collaboration and leadership are of interest to you, become part of the Circle!

Given more than

$250,000 YORKFEDERALFELLOWS An Initiative of York County Community Foundation

Lead...Inspire...Innovate Carolyn Steinhauser, WGC Consultant

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.

York Federal Fellows Advisory Committee Jenny Englerth, Chair Lou Castriota Ann Davis Kevin Lenkner Suzanne McConkey

Tammy Miller Joan Mummert Robert Pullo Michael Thew Jane Conover, Staff

2014 Fellows From left to right. Victoria Connor, York Bar Association and Foundation; Greg Miller, Penn-Mar Human Services, Inc; Bob Pullo, Leadership Consultant; Jason Lewis; and Anne Bahn, Byrnes Health Organization

22

York County Community Foundation | 2013 Annual Report


pa HIgh-Im

ct

We are moving the ball toward creating a vibrant York county.

Investing in

High-Impact Initiatives

Jane Conover, Senior Vice President and Chief Operating Officer

O

ur high-impact initiatives focus on the community’s greatest needs by using the array of Foundation resources of leadership, expertise and grants. We begin by identifying and defining issues through public dialogue and data gathering. We explore possible solutions through research and site visits. Then we convene stakeholders to develop recommendations and collectively support the implementation of strategies.

T

hanks to our investment of time, expertise and money, the ball is rolling forward to create thriving downtowns, outstanding educational opportunities and a community that is a great place to age. The grants that support these high-impact initiatives come from our Fund for York County and our Field of Interest Funds.

2013 Fund for York County Grants

$35,660 Education

$95,000

Revitalizing Downtowns

$10,000

Strategic Alliances

Total Field of Interest Fund and Fund for York County grants: $884,505

YCCF.org | High-Impact Initiatives

23


Education

2013

$250k

Initiative

scholarships awarded

O

ur goal is to have 100% of students receive a premier education so they are equipped for college or career. Education of our County’s youth is the key to their future and the economic vitality of our communities. We support education from preschool through college with almost $800,000 a year awarded through our endowed funds.

YorkCounts merges with York County Community Foundation

$33k

awarded for education

YorkCounts IndIcators

2012

Online indicators launched at yorkcounts.org

Education Task Force formed

2012

1 1 0 2

$75k

WGC and YCCF to Launch IB Charter School

199

6

19 9

9

2

0 1 0

24

Focus on Our Future Early Childhood Education Initiative $500,000 grant obtained

YorkCounts produced the Rusk Report

York County Community Foundation | 2013 Annual Report

The Education Policy and Leadership Center Report Completed Annual meeting speaker: Dr. Christina Theokas, Education Trust

Report compared:

7

approaches to school reform


pa HIgh-Im

ommunity o C a f Su ng i t pp ea r or C

REPORT February 2013 recommended

Communities In Schools

1

100% CHARTER

3

Site coordinator organizes local services to benefit the students.

2 Site coordinator and school administration develop the plan and build a team.

t

School system asks Communities in Schools to help, we assign a site coordinator.

ct

MENTORS

TUTORS

4 Services are monitored and adjusted every year. FOOD BANK SERVICE LEARNING

ONG COLLEGE VISITS

OING EVALUATION

INTEGRATED SERVICES

COMMUNITIES IN SCHOOLS GRANT JOB SHADOWING

Developed a partnership with Communities in Schools, United Way and the School District of the City of York to hire Communities in Schools coordinators for 2-3 York City Schools

2013

201

2013 Annual meeting speaker: Andy Smarick, Bellwether Education Partners

FAMILY COUNSELING

HEALTH SERVICES

$70K to sponsor a school for communities in schools

4 Loren Kroh, Board Director

$316k

awarded for education and scholarships

Advocated in Harrisburg for “distressed district” designation and a local Chief Recovery Officer

YCCF.org | High-Impact Initiatives

25


Revitalizing Downtowns

O

ur goal is to make our county’s downtowns culturally and economically vibrant. Downtowns throughout our county have the potential for historic charm combined with an invigorated economy. The thriving downtowns that emerge will include up-scale housing, cultural attractions, an enlivened retail environment, movie theaters, and restaurants, all within a community brimming with history. These amenities attract and retain employers, employees and residents to create a vibrant and sustainable York County.

(MPA)

2

more than

public presentations to promote Continental Square designs

125,000 daffodils planted

Hired architect for Schematic Design of Continental Square

4

visioning sessions

2012

more than

170 people attending Action Plan 2006-2007 Summary

2

Beautiful York Action Plan produced Prepared for York County Community Foundation YorkScape Endowment for City Beautification

Main Street Hanover

$10k

streetscape project and banners

May 2006 York PA Revised Feb. 2007

20

06

Brown & Keener Bressi Urban Design Genevieve H. Ray / Urban Conservation & Design

1 1 0

26

2006-2011 more than 20 action items within plan were addressed

York County Community Foundation | 2013 Annual Report

Reclaiming Continental Square

Projects funded through the Fund for York County, Beautiful York and our Field of Interest Funds


pa HIgh-Im

ct

MPA

Game Plan

Implementation moved to Downtown Inc.

MPA

$80K

promised for rail trail improvements and extension

$47k committed

2013

201

4

Community First Fund

$60k

Community investment for central Pennsylvania cities

New Freedom

$5k

Freedom Green Community Park

Dillsburg Historic Monaghan Church

$10k

Anchor meeting and cultural center

William R. Hartman, President and CEO

YCCF.org | High-Impact Initiatives

27


Embracing Aging

D

id you know that 150,000 people living in York County are 50 years or older in age? That’s 1/3 of the county population! The Embracing Aging initiative helps assure that the perspectives of older adults are integrated into all aspects of our community. Our vision is for York County to be – and be recognized as - a great place to age and a premier model for other communities to emulate.

T

he Embracing Aging initiative connects experts in the community who work together to make it easier for older adults to have the quality of life they choose. There are several priority areas: culture change, community engagement, health & well-being, housing, and transportation. In addition it supports programs and services designed to help people embrace their own aging and helps assure older adults are treated with respect.

86

Ruth Garrett, Ph.D. speaker at Embracing Aging event

participants in focus groups

20

07

20

The Hahn Home Fund is created based on a 1913 bequest in Anna Gardner’s will

28

2

08

Grant to Jewish Family Services to create video recordings of our wisest Yorkers; Ernie Weiss pictured

9 0 0 Hahn Home report completed

Polk-Lepson Research Group hired for data gathering & needs assessment

York County Community Foundation | 2013 Annual Report

0 1 0 2

2011

Embracing Aging Committee is formed

2012

Embracing Aging: A Community Conversation event

8

focus groups more than

50 participants


pa HIgh-Im

ct

The National Association of Area Agencies on Aging (n4a) selected the Embracing Aging Project to be one of six initiatives from around the U.S. to participate in a Livable Communities Collaborative funded by the MetLife Foundation

Age-friendly community member

Crystal Bastress, Embracing Aging Committee Member

Community Foundation is Keynote speaker at the OLLI’s Founder’s Luncheon Embraci on October 17th ng Agi ng

Mark Shea, Embracing Aging Committee Member

York County, Penn York County Comm

sylvania

unity Foundation:

Hahn Home Fund

in attendance: the State Secretary on Aging

2013 Embracing Aging

Making York Coun An initiative of the

Study

ty a Community for

ALL Ages

York County Comm

unity Foundation

Fall 2013

hired

to develop a blueprint for action

1

When a community is “age-friendly” it benefits people of all ages. That’s why we feel this new initiative is a perfect fit in the broader mission of the Community Foundation

The Embracing Aging Committee is funded through a grant from the Hahn Home Fund of the Community Foundation and the Embracing Aging Field of Interest Fund

Cathy Bollinger, Managing Director of Embracing Aging

YCCF.org | High-Impact Initiatives

29


Strategic

Alliance Grant Program

T

he New Birth of Freedom Council, Boy Scouts of America was formed by the merger in 2010 between York-Adams Area Council (serving Adams and York counties) and Keystone Area Council (serving Cumberland, Dauphin, Franklin and Perry counties). While the decision to formally discuss a potential consolidation of the two councils may have initially been driven by financial concerns, the study process that the Scouts conducted revealed there

30

were other non-financial reasons for the two councils to come together. These reasons included increased organization depth at all volunteer levels, increased specialization of staff, potential for large growth of camping revenue as well as staff and back office cost savings. The Community Foundation agreed that the merger would create a more sustainable organization. This is just one of the more than 20 organizations that we have helped to form strategic alliances.

York County Community Foundation | 2013 Annual Report

Four years after the merger, Ron Gardner, New Birth of Freedom, Scout Executive & CEO says, “The merger has gone much better than we could have ever anticipated and has already enabled our council to successfully navigate challenging circumstances, financially and otherwise. It has been very rewarding to see all of the improvements in how our council supports local Scouting programs and the unified Scouting spirit displayed by all of our volunteer leaders.�


pa HIgh-Im

2013

Grantmaking by Field of Interest Area

Total Grantmaking

$41,308 Agriculture/Land Preservation

$47,725 Environment $53,111 Children and Youth York County Community Foundation’s top three strategic priorities are: Advancing Education • Revitalizing Downtowns • Embracing Aging

ct

$726,644

$269,830 Revitalizing Downtowns

Advancing Education

$275,002 Other

$288,750 Embracing Aging $704,944 Health & Human Needs $338,607 Arts & Culture

Total Grantmaking by Location 2013 Total GrantMaking

$2.74M

3% Nationwide 46% York City

5% Outside York Co. but within PA 46% York County

Sandy Aulbach, Grants Administrator

View all 2013

Grantees

yCCF.org YCCF.org | High-Impact Initiatives

31


125

Total Heritage Funds

$500,000

Over granted out annually

$1M

Over added to funds in 2013

Your local libary participates in the Second Century Endowment Program:

Arthur Hufnagel Library Collinsville Community Library Dillsburg Area Public Library Dover Area Community Library Glatfelter Memorial Library Hanover Public Library Kaltreider-Benfer Library Kreutz Creek Valley Library Center Martin Library Mason-Dixon Public Library Red Land Community Library Southern York County Library Village Library

Mason-Dixon Public Library

O

ver the past several years, York County’s public libraries have come together to shape a common vision for library services to lead them through the 21st century. This vision inspired the York County Libraries Second Century Endowment Program to ensure the health and vitality of York County’s public libraries, which provide information and resources for lifelong learning to nearly 150,000 library members throughout the county. The Second Century Endowment Program is sponsored by York County Library System and Martin Library. Since 2001, Martin Library has provided “seed grants” for funds

32

York County Community Foundation | 2013 Annual Report

to be established at the Community Foundation and challenge dollars to encourage library friends to help build the endowments with lifetime gifts and bequests. Mason-Dixon Public Library has utilized the seed grant challenge dollars to create their endowed fund. This past year they have also created a relatively new vehicle that the Community Foundation offers Heritage Fund holders, called the Flex Fund. The Flex Fund provides the charitable organization with the opportunity to request distributions beyond the annual available spending policy.


Endow

Heritage

m

Fund Partners

A

K

ACCESS-York Endowment Fund Arc of York County Endowment Fund Atkins House Endowment Fund

Kaltreider-Benfer Library Endowment Fund Kreutz Creek Valley Library Center Endowment Fund

B Bell Socialization Services Endowment Fund Big Brothers Big Sisters Endowment Fund Byrnes Health Education Center Endowment Fund

C Central PA HOBY Endowment Fund Central York Dollars For Scholars Endowment Fund Lehman Center of Children’s Aid Society Endowment Fund Nicarry Child Counseling Center of Children’s Aid Society Endowment Fund Children’s Home of York Endowment Fund Church Women United in York County Endowment Fund Collinsville Community Library Endowment Fund Crispus Attucks Association Endowment Fund Cultural Alliance Endowment Fund

D Dallastown Dollars For Scholars Endowment Fund Dillsburg Area Public Library Endowment Fund Dover Area Community Library Endowment Fund

E Easter Seals Endowment Fund Eastern York Dollars For Scholars Endowment Fund Eichelberger Performing Arts Center Endowment Fund Emmanuel United Church of Christ Endowment Fund

F Farm & Natural Lands Trust of York County Endowment Fund ForSight Vision Endowment Fund

G Girl Scouts in the Heart of Pennsylvania Endowment Fund Glatfelter Memorial Library Endowment Fund Bill Goodling Teacher Scholarship Fund Greater York Center for Dance Education Endowment Fund

H Hanover Area Family YMCA Fund Hanover Area Historical Society Endowment Fund Hanover Hospital Endowment Fund Hanover Public Library Endowment Fund Historic Prospect Hill Cemetery Heritage Fund Homewood Foundation Endowment Fund Arthur Hufnagel Library Endowment Fund

J The Janus School Endowment Fund Jessica and Friends Community Endowment Fund Junior Achievement of South Central Pennsylvania Endowment Fund Junior League of York Endowment Fund

L Lancaster Theological Seminary Endowment Fund Leadership York Endowment Fund Leg Up Farm Endowment Fund Logos Academy Endowment Fund Lutheran Social Services of South Central Pennsylvania Endowment Fund

M Make-A-Wish Foundation of South Central PA Endowment Fund Martin Library Endowment Fund Maryland and Pennsylvania Railroad Preservation Society Endowment Fund Mason-Dixon Public Library Endowment Fund Christa McAuliffe Scholarship Foundation Endowment Fund Memorial Hospital Auxiliary Scholarship Fund Memorial Hospital Endowment Fund Mental Health America of York & Adams Counties Endowment Fund Mt. Zion United Church of Christ Endowment Fund

N New Birth of Freedom Boy Scout Council Endowment Fund Northeastern Foundation Endowment Fund Northeastern School District Scholarship Endowment Fund Northeastern Senior Scholarship Endowment Fund Northern York County Historical and Preservation Society Endowment Fund

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

P Penn-Mar Organization Endowment Fund Planned Parenthood of Central Pennsylvania Endowment Fund Preservation Pennsylvania Endowment Fund

R Red Land Community Library Endowment Fund

S St. John’s 1755 Fund St. Paul Evangelical Lutheran Church Endowment Fund Harry J. and Evelyn M. Samuelsohn Fund for Margaret Moul Foundation Shadowfax Corporation Endowment Fund South Eastern Dollars For Scholars Endowment Fund South Western Dollars For Scholars Endowment Fund Southern York County Library Endowment Fund

en

Southern York County Schools Dollars For Scholars Endowment Fund Spring Grove Area Educational Fund Spring Grove Area Scholarship Endowment Fund Strand-Capitol Performing Arts Center Endowment Fund Susquehanna Heritage Corporation Fund Susquehanna Waldorf School Endowment Fund Gretchen Wolf Swartz Scholarship Fund

T TrueNorth Wellness Services Endowment Fund

U United Way of York County Endowment Fund

V Village Library Endowment Fund

W Warehime/Myers Mansion Endowment Fund West York Area Dollars For Scholars Endowment Fund Windy Hill Senior Center Endowment Fund WITF Endowment Fund

Y YMCA of York and York County Endowment Fund York Art Association Endowment Fund York Benevolent Association Endowment Fund York City Dollars For Scholars Endowment Fund York City Little League Forever Fund York County 4-H Endowment Fund York County 4-H Futures Fund York County Agricultural Society Foundation Fund York County Bar Foundation Endowment Fund York County Chamber Foundation Fund York County Heritage Trust Endowment Fund (AIM) York County Heritage Trust Endowment Fund York County Honors Choirs Endowment Fund York County Junior Golf Association Endowment Fund York County Literacy Council-Hanover Endowment Fund York County Literacy Council’s Literacy Fund York County Parks Foundation Endowment York County SPCA Endowment Fund York Habitat for Humanity Endowment Fund York Jewish Community Center Endowment Fund York Junior Symphony Orchestra Endowment Fund York Little Theatre Endowment Fund York Rotary Endowment Fund York Suburban Dollars For Scholars Endowment Fund York Suburban Education Foundation Endowment Fund York Symphony Endowment Fund York Youth Symphony Endowment Fund YorkArts Endowment Fund YWCA of York Endowment Fund

YCCF.org | Building Endowment

33

t


2013

Donor List

Whatever your passion may be, you are part of a longstanding history of dedicated donors who have taken a thought, an instinct, a hope, and turned it into something remarkable. Thank you for your continued partnership and support! INDIVIDUAL DONORS

Thank You!

A Anonymous Gift (3) Nancy Ahalt-Russell Nina Aimable Franki Aitken Derek and Wilda Alessi Jane B. Allen Carl Anderson Janet M. Anderson Peter and Sandra Andrews Ann Anstadt Gregory and Amy Anstine William B. Anstine Jr. Barbara F. Appell Josephine D. Appell Louis J. Appell Jr. Josephine and Louis J. Appell Jr. Gregg and Sue Aughenbaugh Sara A. Austin Darrell and Kathy Auterson B

Rebecca B. Baker Livia and Nedra Baublitz David and Peggy Baum Amy Beamer Karen S. Behr Dianna Benaknin Kathryn E. Bentz Kathryn and Lester W. * Bentz Fred F. Bergdoll Jr. James and Judi Bergdoll Judith Blakey Julie Blakey Butler Christopher and Mary Ellen Bongart Enrico and Mary Petron Bottega Janice and Frederick Botterbusch II Rob Bowen Sandra L. Bowser Win Bradley MacGregor and Jennifer Brillhart Mark E. Broomell and Colleen A. Dwyer Lorraine L. Brown Richard H. Brown Patrick and Jessica Brubaker Peter and Meg Brubaker Katherine K. Bulette Katherine K. and Warren C. Bulette Stacey L. Burroughs John and Cappy Bush Bushwick Levin Family Francine Camitta Butler Leon Butler Kathryn L. Byrnes Randy and Susan Byrnes C Keith and Lindsay Campbell Sara S. Campbell Tony and Stef Campisi John and Donna Carlino Richard and Elizabeth Carson Erin Casey Joseph and Sharon Cervenak Amy Chamberlin Joshua Champagne James and Alexandra Chiaruttini David Chiaverini Alan, Mary Beth and Olivia Ching Charles and Mary Chodroff

Allan Badeker Cheryl D. Bahn John W. Bailey Nathaniel and Kristin Baker

Downtown Inc Pat Azriel, Director of Communications

Created 5 promotional videos celebrating a vibrant downtown

34

York County Community Foundation | 2013 Annual Report


Leigh Dalton Tracy Daniels Nicole Dannehl Dale F. Danner Joseph and Lynne Danyo Lynne M. Danyo Michael and Krista Darr Linda and Dave Davidson Linda B. Davidson Jane G. Davis John and Rosemarie Decker John and Helen Deitch Jane and Donald B. Dellinger, Jr. James and Deanna Denniston Tracey DePasquale Joseph and Nancy Depippo Joe and Venona Detrick Bill and Dorothy Devitt and the Deroche Family Dorothy Devitt Albert and Helen Diehl Julie Dietz Wheeler David and Lori Dolan Thomas and Adele Donnelly Gregory and Laurie Dunkelberger Suzanne Durham George M. Dvoryak Elaine E. Dye E Jennifer and John Eiben Chloe R. Eichelberger Forry and Barbara Eisenhart Christopher and Christine Erb Erda and Bob Erdos Ashlee Etzweiler Marsha Everton Marsha Everton and Jack Stover Wanda Eyster

F Christy Fawcett Meagan H. Feeser Vicki Ferrence Ray John L. and Virginia M. Finlayson Joseph and Kimberly Fiore Jean A. Fix Fred Flaccavento and Donna Sylvester Carl and Ruth Folk Martha Frankenberry Deborah N. Franklin Howard and Randy Freedman Randy Freedman Jonathan and Darren Freeman-Coppadge Jack and Kay Freet Gordon and Ellen Freireich Lisa M. Frye Louise I. Frye Dante and Annette Fuligni

STAFF

e E n do w m

Henry J. Christ III Michele and Matthew Chronister Nat and Laura Coffman David R. Confer and Susan D. Krebs Victoria Connor Jane M. Conover Maria Musti Cook Katherine Costello Frank and Rebecca Countess Brian and Annette Cozzens Suellen B. Craig Richard E. Crone Janet Crovatto William and Constance Cullison Eileen P. Cunningham Dawn Cutaia Alan and Lisa Czyzewicz D

nt

Sandra M. Aulbach Grants Administrator

Patricia S. Azriel Director of Communications

Cathy A. Bollinger Managing Director of Embracing Aging

Jane M. Conover Senior Vice President and Chief Operating Officer

Tracy L. Daniels Managing Director of Marketing & Communications

George M. Dvoryak Vice President, Finance and Operations and CFO

William R. Hartman President and CEO

Donna B. Jones Controller

Angela M. Lauer Development Officer

Michele T. McKinney

Audubon Pennsylvania 200 underserved students connect with nature by improving city bird habitats

Arthur and Barbara Full Terry and Meg Fullerton Sophie Ann Furr G Baron and Lydia Gemmer Kim, Cole, and Paige Gentry Joanne Gerlach Kenneth and Dana Gibbs Richard T. Giblin Kelley Gibson Jerry L. Gingerich Daryl and Jane Girton Philip and Allison Given John and Sally Gladfelter Susan W. Glatfelter William L. Glatfelter III Jim and Karen Gleba Karen Gleba Robert and Judith Glorioso Deborah Gogniat Corey Gold Henry and Janet Gonzalez Rodger and Sandra Goodling Scott and Mary Goodwill

Financial Administrator

Bryan K. Tate Vice President and Chief Development Officer

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* * We remember

YCCF.org | Building Endowment

35


Windy Hill Senior Center/Windy Hill on the Campus 12,000 more square feet of space for intergenerational programs

Daniel and Penny Gordon Aaron and Erin Gosser Allan and Diana Greene Elaine and Leo Gribbin Jr. James and Carol Groff Randall and Laura Gross Tim Grumbacher Ashley Grupp Kathryn P. Guggino Lynne H. Gummo H Michael H. Hady III Jennifer H. Hall Davis Patricia Hall Joshua Hankey Marlene Harman Bill and Reenie Hartman Joseph F. Hasenfuss Michael and Katherine Haun Ken and Judy Heaps Jason and Karla Heberlig Michael C. Heidler William and Pamela Heiser Myron and Donna Henry John and Janice Herrold Jacqueline Hershberger Paul and Sandra Hershey Suzanne and Richard Hershey Ronald L. Hershner Anthony and Victoria Hinson Christopher and Jennifer Hinson William F. Hoffmeyer Paul and Benae Hoffnagle

Family-Child Resources 40 students and their parents learn new skills to help them stay in school

36

Doug Hoke Mary Holmes Anne and Benjamin A. Hoover II, MD Ray and Lorraine Hovis Carol Hovis Michelle Hovis & Robert Stephenson Clinton and Sandra Hughes Austin and Sara Hunt Sonia Huntzinger Angela Y. Huyghue

I Marvin and Bonnie Inscore Robert V. Iosue Frank and Susan Irving III J Larry and Susan Jacobs Phillip James and Jim Flavell Kenneth and Margaret Jelonek Laura Jensen Ellen Johnson James and Kimi Johnson Mike and Ellen Johnson Barbara W. Johnston Donna B. Jones Leslie and Jill Jones K Christine Kahley Betsy Keefer Horace Keesey III Megan Kemmery David E. and Beverly A. Kennedy David E. Kennedy Sean and Laura Kenny Jared and Ann Kieling Timothy and Anne Kinsley Anne W. Kinsley Robert and Anne Kinsley Nancy Klahold John and Jan Klinedinst Jeffrey and Judy Kochenour Jason and Lisa Konopinski Thomas and Lara Kopf Susan D. Krebs Kurt and Susan Krieger Loren H. and Faye W. Kroh John and Polly Krout Jim and Gina Kruper Hugh and Marie Kutz L Steven W. Lady and Sharon D. Smith Jane E. Landis Linda J. Larsen Gloria J. Lau Jeffrey and Linda Lau Dr. and Mrs. Samuel S. Laucks II Angela Lauer Rick and Pamela Lee

York County Community Foundation | 2013 Annual Report

James Leedy and Julie Conrad-Leedy Melanie and Terry Lehman John R. and Pamela A. Leonard Charles Levine Barbara C. Linder Wanda M. Linebaugh Susan D. Linton Jeff and Cindy Lobach Bambi Long William and Kathy Long M Heidi K. Mammarelli Lynne Manchester Erin Mangle David and Mary Joann Manifold Stephanie Mantegna Aaron and Lisa Martin Genevieve Martin Holly A. Mayer Frances W. McCabe Daniel McCauley Suzanne and Vance McConkey Therese McConville Robin McElfatrick John and Kris McElligott Benjamin A. McGlaughlin Kevin and Denise McGovern Mark and Michele McKinney G. Steven and Linda W. McKonly Patrick and Jenell McKowen Ryan and Sara McShane Dex and Susan Meadows Daniel G. Meckley III Dave and Betsy Meckley Dennis and Debra Meckley Mary Meisenhelter Joel and Lara Menchey

2013

$14.4M in gifts

Bryan Tate, Vice President and Chief Development Officer


$7.4M

Irvin S. and Diane Naylor John Nazarian and Robert Reader Christopher and Lorene Newman Eloise Newsome Michael and Eloise Newsome Shaun Nichols Barbara Nixon O John and Beverly Opilo Elizabeth G. Owen P

Angela Lauer, Development Officer

John and Linda Pawelek Thomas and Cathy Pendergast Patricia L. Peroutka and Donna L. Robinson Erin Pfeltz Ian and Kim Phillips Dorothy Y. Pierce Barbara Platts Jill L. Platts The Honorable and Mrs. Todd R. Platts Daniel and Wanda Poehler David and Fran Polk Frances M. Polk John M. Polli Dino and Evelyne Pritsios Donna J. Pullo Robert W. and Donna J. Pullo Robert W. Pullo Q

Helen L. Renner, Ph.D. Ray Rife Max and Holly Rishel J T Roberts Judith D. Rodney Marsha L. Rosenberg Elinor and W.F.O. Rosenmiller III Kevin and Barbara Roth Mr. and Mrs. Harry J. Rubin Margaret C. Rubin James Rudisill Paul and Lori Rudy Mr. and Mrs. Owen P. Rumburg Pamela Rutledge S

Endow

Kendall and Eric Menzer Steven and Cynthia Merrick Scott D. Michael Andrew and Ashley Miller David and Joan Miller in Legacy gifts Edmund and Esther Miller Harry and Connie Miller Patricia Miller Ryan M. Miller Vicki L. Miller Lori Mitrick Thomas and Phyllis Morley William and Dana Mosebrook Susanne M. Motter Joan J. Mummert Donald T. Murphy Jr. Nora Murray Kervin R. and Kathy S. Myer Darrell and Susan Myers Jamie Myers John R. and Andrea L. Myszkiewicz N

2013

m

Maria Santisi Noah Sauerwein Gerald L. Savitz G. Edward Saxe Richard B. Schiding Brian and Ali Schilpp Karen Schloer Susan K. Schloer Sue C. Schmidt Steven and Roberta Schulman Jane H. Schussler Jonathan Schwab Jan and Karen Seitz Melanie Selvi Ralph M. Serpe and Bryan K. Tate John and Joan Seville Stephen and Eleanor Seville Ethel J. Shaffer Richard and Barbara Shannon Ryan and Courtney Shannon Christopher and Catherine Shelly Peter and Sharon Sheppard Michelle and Bill Shipley III John and Katherine Shorb Debra L. Shultz Liz Silbaugh Johnides Judy Simpson Tom Simpson, Bob Simpson, Mary Cluff, Ruth Warwick Debra Skvorak

Red Lion Area School District

Grace T. Quartey R

80 kindergartners benefit from

Genevieve H. Ray Gary and Rita Re Jane F. Reich

enhance learning

technology in the classroom to

YCCF.org | Building Endowment

37

en

t


Betty Carson, Board Director

Dirk and Julie Slack Alice Sloan Mark and Cynthia Slobodian Patricia Snyder Smith Rick and Carol Smith Steve and Alice Smith Shirlee J. Smolin Alan and Amy Snook Charles and Judith Snyder H. Elstun Snyder Jr. Steve E. Snyder William and Bonnie Sowers Laurie Anne Spagnola Mark and Sarah Spencer Glenn and Kelly Spinello Frederick A. Sprenkle Roger E. Stabley Sarah Bolton Stahl Clair and Shirley Starner Todd and Beth Staub David and Joan Stauffer Joan F. Stauffer Richard and Bonnie Stecker Jack and Peggy Steich Carolyn Eyster Steinhauser Lydia Stern Donald and Edna Sterner Nathan J. Sterner Gloria and Thomas Sterner Sr. Harlan and Isabell Stetler Rosalie F. Stetler David and Mary Stewart Kenneth G. Stine Patti Stirk and Jeff Hines Steve and Debra Stock Ralph and Arden Stoermer III Paul and Courtney Stoner Matthew Stoup and Benjamin Parthree Seth and Bobbi Strausbaugh Dave and Meredith Strayer Brian and Andrea Marceca Strong R. Norma Struckhoff Mark and Grace Sullivan William and Kelly Swartz Karin Swartz Margaret Z. Swartz John J. Sygielski T Mark and Judi Taddonio Stephen and Jennifer Tansey Bryan K. Tate David and Kim Tate Louis H. Tateosian Donna L. Tenly Kathryn A. Thomas Joel N. Toluba Jean M. Treuthart Jack Tucker Patrick Tucker

38

York County Community Foundation | 2013 Annual Report

V Laura Vest Robert Vest Carl and Brenda Vizzi Bob and Trisha Volk W David Wagenknecht Carol D. Wagman Richard E. & Carol D. Wagman Joe and Susan Wagman Richard and Karen Wagner Bernell and Sandra Wallace John R. Walsh Justine Warfield Carolyn F. Warman Floyd and Anne Warner John and Kristine Wasilewski Mary F. Weaver Edward and Roseanne Weinel Elliot and Susan Weinstein Fred A. Werner* Michael and Julie Wheeler Mary Ann Whelan Mary Elizabeth Whiteley Dennis E. and Karen Willman Joel and Lisa Winer Anthony and Linda Winter Reed and Joann Winward John U. and Charlotte S. Wisotzkey Karen E. Wix Coni Wolf Cornelia W. Wolf Frances D. Wolf Gary and Ruth Wolf Thomas W. and Frances D. Wolf William T. and Cornelia W. Wolf Michael E. Wood Mark Woodbury Robert and Judith Woods Rose Marie Woodyard Y Keith and Bette Yanky Thomas and Stephanie Yentsch Frank and Debra Young

York Academy Regional Charter School 75 fourth graders discover musical instruments


1,000 students in grades 3-12 learn about sustainable agriculture through Envirothon Z Justin Zartman John and Sandra Zdanis Geoff and Kimberly Zech Richard E. Zerbe Susan A. Zerbe Morton F. Zifferer Jr. John D. Zimmerman *We remember Gifts made in memory of: Nicolo Colletti James Donahue Arthur J. Glatfelter Jr. Willard Hoffman Doris Kroft Charles Miller Richard C. Strickhouser In-Kind Contributors C.S. Davidson, Inc. CoWork155 DreamWrights Youth & Family Theatre Memorial Health Systems Corporation New Muse Entertainment, LLC Penn State York Robert W. Pullo Thomas W. Wolf York County Estate Planning Council York Jewish Community Center York County Heritage Trust York Symphony Association Yorktowne Hotel Estate Gifts Estate of Richard L. Beck Estate of Michael Alan Bose Estate of Doris Schwartz Estate of William H. Simpson Estate of John T. Smith Estate of Donald A. Swartz Estate of Ralph Larry Williams Corporations, Institutions and Nonprofits Art Institute International Barley Snyder

Partnership for Economic Development in York County, Inc. 4 new colorful trash receptacles in downtown Hanover make

Endow

York County Conservation District

Barton Associates, Inc. The Beacon Charitable Foundation Benn Law Firm Bergdoll & Company, LLP Jim and Judi Bergdoll Family Fund Better York W. Dale Brougher Foundation Central Penn Benefits Central Pennsylvania Leadership Seminar County of York Cultural Alliance of York County Dover Area School District First Presbyterian Church Flying Feet Sport Shoes Arthur & Margery Freas Charitable Remainder Unitrust Friction Materials, Inc. Fulton Bank, Drovers Division Garden Club of York Gavin Communications LLC GE Foundation Glatfelter Insurance Group Anne & Philip Glatfelter III Family Foundation George and Beverly Glatfelter Family Donor Advised Fund of The Philadelphia Foundation The Graham Foundation Greater Dover Area Dollars For Scholars Greater Houston Community Foundation The Grumbacher Family Foundation Historic Prospect Hill Cemetery Heritage Foundation The Hodges Family Foundation Russell and Eleanor Horn Foundation Hoss’s Steak & Sea House Junior League of York Katherman, Briggs & Greenberg, LLP Kerlin Family Charitable Fund The Kinsley Foundation Crull S. Kister Trust Earl and Winifred Knudsen Charitable Trust Leave A Legacy c York County Lutheran Social Services Foundation Maryland & Pennsylvania Railroad Preservation Society Marvic Supply Company, Inc. Mason Investment Advisory Services, Inc. Mason-Dixon Public Library Mt. Zion United Church of Christ

Northeastern Foundation m Northern York County Historical and en t Preservation Society, Inc. Owings Mills GT, LLC DBA The Greene Turtle Sports Bar & Grille ParenteBeard LLC PeoplesBank, A Codorus Valley Company Perform Group, LLC Planned Parenthood of Keystone PNC Financial Services Group Bob Potts Marathon Fund rabbittransit Reinsel Kuntz Lesher LLP River Rock Academy Robert Wood Johnson Foundation Rotary Club of York St. Paul Evangelical Lutheran Church John Schmidt Foundation SF & Company Shipley Family Foundation Shipley Group Southern York County Schools Dollars For Scholars Spring Grove Area Scholarship Foundation Spring Grove High School Activity Fund Springettsbury Township Stagemeyer Flower Shop Strategic Advantage Inc. Susquehanna Waldorf School Think Loud Development LLC George and Dianne Thornton Private Foundation UBS Wealth Management Employee Giving Program United Jewish Community of York United Way of Lancaster County United Way of York County Wagman Construction Inc. Airie Knipel, Harry V. and J. William Warehime Foundation Weinstein Realty Advisors WellSpan Health Wertz Family Charitable Trust West York Area Dollars for Scholars Roland M. and Lillian R. Whitmire Trust Windy Hill Senior Center Wirtz Family Fund of Baltimore Community Foundation The Wolf Organization, Inc. York Art Association York County 4 H Development Council York County 4-H Endowment York County 4-H Swine Club York County Economic Alliance York County Honors Choirs York Junior Symphony Orchestra York Little Theatre York Revolution York Suburban Dollars For Scholars The York Water Company

garbage pretty YCCF.org | Building Endowment

39


$50K

annually to improve early childhood education

$1.2M

community money leveraged

thousands

$1.3M Total amount granted out to community since inception:

by building

of children educated

Current Balance of All Funds

7

Early Childhood Centers

$1.2M

Endowment T

wenty years ago, York County Community Foundation had a bold idea: improve early childhood education for our county’s children. By advocating, collaborating, leveraging funds, and serving as an incubator, the Community Foundation helped launch a revolution in early childhood education that is still thriving 20 years later under the leadership of the United Way. In 1994, the Community Foundation collaborated with the United Way and Penn State York to create York County’s Focus On Our Future (recently renamed FOCUS), which promoted the radical idea that quality early childhood education increases a child’s success later in life. Programs such as FOCUS quickly changed

40

parents’ perceptions of early childcare providers. Today parents demand that childcare centers have national accreditation through education programs such as Keystone Stars, which sets levels of quality controls for centers as well as education standards for teachers, caregivers and providers. Key to the success of FOCUS was a $500,000 grant from The Heinz Endowments, which inspired the Community Foundation’s first endowments dedicated to this goal. The Community Foundation leveraged the Heinz grant by making this money available to organizations in the form of a challenge grant. It also inspired bequests and life income gifts to support the missions of the childcare organizations. The challenge

York County Community Foundation | 2013 Annual Report

was accepted by seven York area childcare centers who established endowments to sustain their work. Although the Community Foundation no longer manages FOCUS, the benefit of continuing to build endowment for the initiative is undeniable. Building endowment preserves and enhances the purchasing power of the fund over the long term, and is accomplished by careful stewardship and a prudent long-term investment strategy. Many of the funds at the Community Foundation have reached the point where they have granted out more than the amount used to start them. That’s the true power of endowment.


Endow

Investment

m

Philosophy and Management

T

he 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 investment objective of York County Community Foundation can be summarized as follows: • Preserve capital • Strive for consistent real returns Assets

• Preserve purchasing power by striving for long-term returns that exceed the sum of payout, fees and inflation

$101.5M

• Earn the highest possible return given the risk tolerance established by York County Community Foundation

Gifts

$14.4M

The Community Foundation engages Fund Evaluation Group (FEG) and Mason Investment Advisory Services to manage the asset allocation and advise the Investment Committee on allocation strategy and investment policy.

Grants

$2.7M

A Socially Responsible Investment Portfolio is available for donors who prefer that option.

Asset Allocation Target Weight 8.0% Diversifying Strategies

0.2% Cash

4.0% Real Estate

16.8% Large / Mid Cap Equity

7.0% Natural Resources

8.0% Small Cap Equity 20.4% Fixed Income

11.0% International Equity

Michele McKinney, Financial Administrator 8.0% Hedged Equity

12.0% Emerging Markets

4.6% International Small Cap

Investment Performance Summary Periods Ending December 31, 2013 16.4%

1 Yr.

13.6% 14.7%

5 Yr.

11.3% 6.7%

10 Yr.

4.9% 0

5

10

15

Community Foundation Core Portfolio

20

Target Weighted Index

YCCF.org | Building Endowment

41

en

t


Statement of financial Position York County Community Foundation December 31, 2013 and 2012

Assets

$101.5M and growing

ASSETS

2013 2012

Cash $106,392 $214,629 Investments 99,680,365 77,416,928 Contributions receivable 126,016 200,434 Beneficial interest in trusts 1,413,297 1,193,195 Leasehold improvements & equipment, net 21,665 90,314 Other assets 176,067 163,880 $101,523,802 $79,279,380 LIABILITIES Grants payable $19,736 $147,509 Accounts payable and accrued liabilities 6,387 26,606 Liability to life income beneficiaries under split-interest agreements 3,619,790 3,456,669 Funds held as agency endowments 13,879,769 11,557,506 17,525,682 15,188,290 83,998,120 64,091,090 $101,523,802 $79,279,380

NET ASSETS

STATEMENT OF ACTIVITIES

York County Community Foundation For the years ended December 31, 2013 and 2012

2013 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

2012

$14,375,962 $7,366,108 (982,739) (1,631,842) 13,393,223 5,734,266 2,015,384 1,546,798 7,634,697 5,927,725 542,461 370,808 32,230 29,644 $23,617,995 $13,609,241

EXPENSES

Hank Christ III, Board Director

Program Services: Distributions from funds 2,740,019 2,595,305 Distributions from agency endowments (402,799) (330,987) Grant distributions 2,337,220 2,264,318 Charitable programs 487,249 561,157 Total program services 2,824,469 2,825,475 Administrative and development 886,496 795,428 Total expenses 3,710,965 3,620,903 CHANGE IN NET ASSETS 19,907,030 9,988,338

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

64,091,090

54,102,752

$83,998,120

$64,091,090

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.

42

York County Community Foundation | 2013 Annual Report


Advisor Recognition Society

Endow

Professional

m

en

Professional Advisor Recognition Society 2013 Inductees

James K. Bergdoll

Y

our Professional Advisor is just one member of a great team that can start the ball rolling to score all your philanthropic goals. These 17 attorneys, accountants, financial consultants, estate planners and wealth advisors have been recognized for their commitment to our community and their work to encourage philanthropy. To see more about our Professional Advisor Recognition Society Members, visit: Find out

More

Bergdoll & Company LLP

John W. Stitt Stitt & Stitt Attorneys at Law

Michael Boustead YCCF Pioneer Award First Community Foundation Legal Counsel CGA Law, Retired

YCCF.org/PA Here to help you score your philanthropic goals

Professional Advisor Recognition Society Members William B. Anstine Jr., Anstine & Sparler James K. Bergdoll, Bergdoll & Company LLP Jon C. Countess, * CGA Law Firm Cynthia A. Dotzel, SF & Company Andrew Kagen, Kagen, MacDonald & France, P.C. Nancy Klahold, National Penn Investors Trust Company J. Ross McGinnis, Stock & Leader G. Steven McKonly, G. Steven McKonly, PC  Steven M. Merrick, Reinsel Kuntz Lesher LLP John D. Miller Jr., MPL Law Firm, LLP John J. Shorb, Stock & Leader Thomas M. Shorb, Stock & Leader John W. Stitt, Stitt & Stitt Attorneys at Law Harry J. Rubin, Barley Snyder LLC W. Bruce Wallace, Stock & Leader Michael Boustead, CGA Law, Retired and First Community Foundation Legal Counsel – YCCF Pioneer Award Eugene “Struck” Struckhoff* – Lifetime Achievement Award * We remember

Jack Shorb, Board Director

YCCF.org | Building Endowment

43

t


William R. Hartman, President and CEO

Paul L. Rudy III, 2014 Board Chair

We are on a Roll

and looking forward to an exciting

2014 Michael Newsome, Board Chair 2012-2013


creating a York County

Independent Auditors: Reinsel Kuntz Lesher, LLP

Affiliations: Council on Foundations Community Foundations for PA

Credits: Photography: Keystone Photography The Susquehanna Photographic

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)


2013 Annual Report