-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
POWDER MILL FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
140 E MARKET STREET PO BOX 2026
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YORK
,
PA
174052026
A Employer identification number
23-7751589
B
Telephone number (see instructions)
(717) 848-5500
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
178,500,306
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
98,301,382
2
Check
.............
3
Interest on savings and temporary cash investments
1,954,007
1,950,202
4
Dividends and interest from securities
...
612,689
548,194
5a
Gross rents
............
147,550
147,550
b
Net rental income or (loss)
-81,384
6a
Net gain or (loss) from sale of assets not on line 10
18,161,993
b
Gross sales price for all assets on line 6a
62,900,760
7
Capital gain net income (from Part IV, line 2)
...
18,161,993
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
-687,626
-528,720
12
Total.
Add lines 1 through 11
........
118,489,995
20,279,219
13
Compensation of officers, directors, trustees, etc.
220,501
55,125
165,376
14
Other employee salaries and wages
......
70,428
70,428
0
15
Pension plans, employee benefits
.......
32,134
8,033
24,100
16a
Legal fees (attach schedule)
.........
1,096
548
548
b
Accounting fees (attach schedule)
.......
21,775
10,888
10,888
c
Other professional fees (attach schedule)
....
308,060
308,060
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
55,306
5,504
0
19
Depreciation (attach schedule) and depletion
...
16,812
16,812
20
Occupancy
..............
262,186
219,762
42,424
21
Travel, conferences, and meetings
.......
36,544
0
36,544
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
109,199
0
109,199
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,134,041
695,160
389,079
25
Contributions, gifts, grants paid
.......
22,560,916
3,725,603
26
Total expenses and disbursements.
Add lines 24 and 25
23,694,957
695,160
4,114,682
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
94,795,038
b
Net investment income
(if negative, enter -0-)
19,584,059
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
633,355
8,448
8,448
2
Savings and temporary cash investments
.........
7,766,944
16,211,832
16,211,832
3
Accounts receivable
Less: allowance for doubtful accounts
15,000
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
29,815,229
Less: allowance for doubtful accounts
0
1,335,034
29,815,229
29,815,229
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
20,147,894
95,860,539
121,788,605
c
Investments—corporate bonds (attach schedule)
.......
6,937,634
0
0
11
Investments—land, buildings, and equipment: basis
754,694
Less: accumulated depreciation (attach schedule)
103,199
668,307
651,495
651,495
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,341,596
9,946,270
9,946,270
14
Land, buildings, and equipment: basis
74,591
Less: accumulated depreciation (attach schedule)
74,591
74,591
74,591
15
Other assets (describe
)
0
3,836
3,836
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
38,920,355
152,572,240
178,500,306
17
Accounts payable and accrued expenses
..........
21,534
18
Grants payable
.................
18,835,313
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
18,856,847
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
38,920,355
133,715,393
29
Total net assets or fund balances
(see instructions)
.....
38,920,355
133,715,393
30
Total liabilities and net assets/fund balances
(see instructions)
.
38,920,355
152,572,240
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
38,920,355
2
Enter amount from Part I, line 27a
.....................
2
94,795,038
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
133,715,393
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
133,715,393
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
WILMINGTON INVESTMENTS
b
MERILL LYNCH INVESTMENTS
c
MERILL LYNCH INVESTMENTS
d
COMMONFUND
e
VANUGARD
DWS
140 EAST MARKET STREET LP
P
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
31,374,255
14,978,315
16,395,940
b
5,377,529
4,377,730
999,799
c
1,257,256
981,574
275,682
d
20,418,411
18,933,515
1,484,896
e
1,633,516
898,533
734,983
2,815,382
2,953,054
-137,672
1,616,046
-1,616,046
24,411
24,411
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
16,395,940
b
999,799
c
275,682
d
1,484,896
e
734,983
-137,672
-1,616,046
24,411
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
18,161,993
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
3,086,769
53,522,224
0.057673
2017
2,033,357
46,508,538
0.043720
2016
2,799,053
42,444,538
0.065946
2015
1,364,379
40,586,126
0.033617
2014
806,225
23,396,107
0.034460
2
Total
of line 1, column (d)
.....................
2
0.235416
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.047083
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
125,552,370
5
Multiply line 4 by line 3
......................
5
5,911,382
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
195,841
7
Add lines 5 and 6
........................
7
6,107,223
8
Enter qualifying distributions from Part XII, line 4
,.............
8
4,114,682
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
391,681
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
391,681
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
391,681
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
41,563
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
1,000,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
1,041,563
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
12,911
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
636,971
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
400,000
Refunded
11
236,971
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
MICHAEL H HADY III
Telephone no.
(717) 848-5500
Located at
140 E MARKET STREET PO BOX 2026
YORK
PA
ZIP+4
174052026
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
DAVE KENNEDY
CHAIRMAN
15.00
0
0
0
140 E MARKET STREET
YORK
,
PA
17405
JOSEPHINE S APPELL
VICE-CHAIR, TRUSTEE
1.00
0
0
0
140 E MARKET STREET
YORK
,
PA
17405
JOHN L FINLAYSON
TREASURER, TRUSTEE
3.00
0
0
0
140 E MARKET STREET
YORK
,
PA
17405
MARY STETLER
SECRETARY
2.00
0
0
0
140 E MARKET STREET
YORK
,
PA
17405
HELEN F APPELL II
TRUSTEE
1.00
0
0
0
140 E MARKET STREET
YORK
,
PA
17405
LOUIS J APPELL III
TRUSTEE
1.00
0
0
0
140 E MARKET STREET
YORK
,
PA
17405
SALLY DIXON
TRUSTEE
2.00
0
0
0
140 E MARKET STREET
YORK
,
PA
17405
GEORGE HODGES
TRUSTEE
1.00
0
0
0
140 E MARKET STREET
YORK
,
PA
17405
MICHAEL H HADY III
EXECUTIVE DIRECTOR
40.00
220,501
32,134
0
140 E MARKET STREET
YORK
,
PA
17405
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
DF DENT & CO
INVESTMENT ADVISORS
272,453
400 E PRATT STREET SUITE 720
BALTIMORE
,
MD
21202
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
91,346,842
b
Average of monthly cash balances
.......................
1b
13,721,763
c
Fair market value of all other assets (see instructions)
................
1c
22,395,730
d
Total
(add lines 1a, b, and c)
.........................
1d
127,464,335
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
127,464,335
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,911,965
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
125,552,370
6
Minimum investment return.
Enter 5% of line 5
..................
6
6,277,619
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
6,277,619
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
391,681
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
391,681
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,885,938
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
5,885,938
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
5,885,938
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
4,114,682
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
4,114,682
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
4,114,682
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
5,885,938
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
966,522
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
4,114,682
a
Applied to 2018, but not more than line 2a
966,522
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
3,148,160
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
2,737,778
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MICHAEL H HADY III
140 E MARKET STREET
YORK
,
PA
17401
(717) 848-5500
b
The form in which applications should be submitted and information and materials they should include:
SEND LETTER OUTLINING NEED
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIMARILY TO CHARITABLE ORGANIZATIONS BENEFITING YORK, PENNSYLVANIA
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
10000 FRIENDS OF PENNSYLVANIA
240 N 3RD STREET SUITE 407
HARRISBURG
,
PA
17101
PC
COMMONWEALTH AWARDS
5,000
APPELL CENTER FOR PERFORMING ARTS
50 N GEORGE STREET
YORK
,
PA
17401
PC
IN HONOR OF JOHN L. FINLAYSON
25,000
ARNOLD ARBORETUM OF HARVARD UNIVERSITY
125 ARBORWAY
BOSTON
,
MA
02130
PC
WATER INFRASTRUCTURE SYSTEM START UP
150,000
AUDUBON SOCIETY OF PENNSYLVANIA
1907 HOLLYWOOD DRIVE
YORK
,
PA
17403
PC
FINAL PLDG. PMT. OF 2/YORK CITY PROGRAM
20,000
BELL SOCIALIZATION SERVICES INC
160 S GEORGE STREET
YORK
,
PA
17401
PC
1ST PLDG. PMT. OF 2/JEFFERSON TOWERS RENOVATION
40,000
BELMONT THEATRE
27 S BELMONT STREET
YORK
,
PA
17403
PC
ROOF REPAIR
35,000
BETHANY CHRISTIAN SERVICES
25 N DUKE STREET
YORK
,
PA
17401
PC
1ST PLDG. PMT. OF 2/SAFE FAMILIES FOR CHILDREN
25,000
BETTER YORK
2 EAST MARKET STREET
YORK
,
PA
17401
PC
DUES
1,000
BOY SCOUTS OF AMERICA
2139 WHITE STREET
YORK
,
PA
17404
PC
PROGRAM SUPPORT
7,500
BRETHREN HOME FOUNDATION
2990 CARLISLE STREET
NEW OXFORD
,
PA
17350
PC
3RD & FINAL PLDG. PMTS. OF 5/MEMORY CARE CAMPAIGN
60,000
BYRNES HEALTH EDUCATION CENTER
515 S GEORGE STREET
YORK
,
PA
17401
PC
PURCHASE 50 IPADS
15,000
CHURCH WORLD SERVICE
PO BOX 968
ELKHART
,
IN
46515
PC
SPONSORSHIP - 50TH GREATER YORK CROP HUNGER WALK
5,000
COMMUNITY PROGRESS COUNCIL
226 E COLLEGE AVENUE
YORK
,
PA
17403
PC
EMERGENCY REQUEST FOR DRAINAGE REPAIR
25,000
COMMUNITY PROGRESS COUNCIL
226 E COLLEGE AVENUE
YORK
,
PA
17403
PC
1ST PLDG. PMT. OF 5/SELF SUFFICIENCY PROGRAM START UP
25,000
CORNERSTONE YOUTH HOME
629 S PERSHING AVENUE
YORK
,
PA
17401
PC
PROPERTY PURCHASE FOR RESIDENTS HOME
10,000
CREATIVE YORK
10 N BEAVER STREET
YORK
,
PA
17401
PC
DEBT ELIMINATION CAMPAIGN
50,000
CRISPUS ATTUCKS ASSOCIATION
200 S DUKE STREET
YORK
,
PA
17401
PC
COMBINING STEAM AND FITNESS
50,000
CULTURAL ALLIANCE OF YORK COUNTY
14 W MARKET STREET
YORK
,
PA
17401
PC
2019 ANNUAL SUPPORT
70,000
CULTURAL ALLIANCE OF YORK COUNTY
14 W MARKET STREET
YORK
,
PA
17401
PC
2019 MATCHING GIFT
50,000
DIAKON
836 S GEORGE STREET
YORK
,
PA
17403
PC
ADOPTION & FOSTER CARE VISITATION ROOM RENOVATIONS
4,175
DOWNTOWN INC
2 EAST MARKET STREET
YORK
,
PA
17401
PC
YORK COUNTY ADMINISTRATIVE CTR LIGHTING
25,000
DOWNTOWN INC
2 EAST MARKET STREET
YORK
,
PA
17401
PC
MOVING PLANS INTO ACTION ANNUAL CONTRIBUTION
10,000
DOWNTOWN INC
2 EAST MARKET STREET
YORK
,
PA
17401
PC
JULY 4TH AT REVOLUTION
15,000
DREAMWRIGHTS YOUTH & FAMILY CENTER
100 CARLISLE AVENUE
YORK
,
PA
17401
PC
STAGE BENEATH OUR FEET PROJECT
15,000
DREAMWRIGHTS YOUTH & FAMILY CENTER
100 CARLISLE AVENUE
YORK
,
PA
17401
PC
4TH PLDG. PMT. OF 5/CAPITAL CAMPAIGN
100,000
FOUR CHAPLAINS BREAKFAST
1050 PENNSYLVANIA AVENUE
YORK
,
PA
17404
PC
PRAYER BREAKFAST
500
GARDEN CLUB OF YORK
749 RISHEL DRIVE
YORK
,
PA
17406
PC
HANGING BASKETS
2,500
GIRL SCOUTS IN THE HEART OF PENNSYLVANIA
350 HALE AVENUE
HARRISBURG
,
PA
17104
PC
STEAM MOBILE VAN
30,000
GREATER YORK DANCE
3524 E MARKET STREET
YORK
,
PA
17402
PC
NUTCRACKER AND HIP NUT PROGRAM
25,000
GROTTO FUND
901 ROUTE 10
WHIPPANY
,
NJ
07981
PC
REPLACES PHILANTHROPIC ENDEAVOR CK NEVER REC'D
17,000
HARVARD UNIVERSITY
20 GARDEN STREET
CAMBRIDGE
,
MA
02138
PC
4TH PLDG. PMT. OF 5/HOUSE RENEWAL PROJECT
200,000
HOSPICE AND COMMUNITY CARE
235 SAINT CHARLES WAY SUITE 250
YORK
,
PA
17402
PC
PROGRAM SUPPORT
20,000
JUNIOR ACHIEVEMENT
2420 GEHMAN LANE SUITE 100
LANCASTER
,
PA
17602
PC
1ST PLDG. PMT. OF 3/FACILITY UPGRADES
25,000
KEYSTONE HUMAN SERVICES
4391 STURBRIDGE DRIVE
HARRISBURG
,
PA
17110
PC
PROGRAM SUPPORT
25,000
KEYSTONE KIDSPACE
369 N GEORGE STREET
YORK
,
PA
17401
PC
2ND PLDG. PMT. OF 3/CAPITAL CAMPAIGN
300,000
LANCASTER THEOLOGICAL SEMINARY
555 W JAMES STREET
LANCASTER
,
PA
17603
PC
2ND PLDG. PMT. OF 5/SEMINARY SCHOLARSHIP
20,000
LEADERSHIP YORK
238 N GEORGE STREET
YORK
,
PA
17401
PC
FINAL PLDG. PMT. OF 2/SUPPORT FOR NEW HIRE POSITIONS
10,000
LEG UP FARMS
4880 N SHERMAN STREET EXT
MOUNT WOLF
,
PA
17347
PC
MEDICAL RECORDS SYSTEM START UP
18,500
LIFEPATH (YORK UNION RESCUE MISSION)
363 - 373 W MARKET STREET
YORK
,
PA
17405
PC
FEASIBILITY STUDY
27,500
LOGOS ACADEMY
250 W KING STREET
YORK
,
PA
17401
PC
FINAL PLDG. PMT. OF 3/BLDG. DEBT REDUCTION
100,000
LOGOS ACADEMY
250 W KING STREET
YORK
,
PA
17401
PC
FEASIBILITY STUDY
25,000
LOWER SUSQUEHANNA RIVERKEEPERS
2098 LONG LEVEL ROAD
WRIGHTSVILLE
,
PA
17368
PC
PROGRAM SUPPORT
5,000
MA & PA RAILROAD PRESERVATION SOCIETY
1258 MUDDY CREEK FORKS ROAD
AIRVILLE
,
PA
17302
PC
REPAIR FLOOD DAMAGE TO HERITAGE VILLAGE AND RR
50,000
MANTEC
600 N HARTLEY STREET SUITE 100
YORK
,
PA
17404
PC
WHAT'S SO COOL ABOUT MANUFACTURING PROGRAM
10,000
MISERICORDIA NURSING & REHAB CENTER
998 S RUSSELL STREET
YORK
,
PA
17402
PC
FINAL PLDG. PMT. OF 5/RENOVATION CAMPAIGN
50,000
MISERICORDIA NURSING & REHAB CENTER
998 S RUSSELL STREET
YORK
,
PA
17402
PC
4TH PLDG. PMT. OF 5/RENOVATION CAMPAIGN
50,000
MORRIS ARBORETUM UNIV OF PENN
100 E NORTHWESTERN AVENUE
PHILADELPHIA
,
PA
17404
PC
MEYER, PAUL & DEBRA RODGERS HISTORIC PRESERVATION
1,000
NEW HOPE MINISTRIES
135 BALTIMORE STREET
HANOVER
,
PA
17331
PC
PURCHASE OF FREEZER/REFRIDGERATOR UNIT
5,000
NEW LIFE CENTER FOR MOTHERS AND CHILDREN
PO BOX 170
DOVER
,
PA
17315
PC
SEPTIC SYSTEM REPAIR
25,000
NEW LIFE FOR GIRLS
PO BOX 170
DOVER
,
PA
17315
PC
"BUILDING CODE PROJECT" FOR KITCHEN
28,900
NORMANDIE RIDGE
1700 NORMANDIE DRIVE
YORK
,
PA
17408
PC
SENIOR TRAIL LIFE/NATURE PARK START UP
20,000
OLIVIA'S HOUSE
830 S GEORGE STREET
YORK
,
PA
17403
PC
HEALING GARDEN MAINTENANCE
5,000
PARLIAMENT ARTS ORGANIZATION
116 E KING STREET
YORK
,
PA
17401
PC
(5) NEW PROGRAMS
25,000
PARLIAMENT ARTS ORGANIZATION
116 E KING STREET
YORK
,
PA
17401
PC
KING STREET JAM MUSIC INITIATIVE
50,000
PARTNERSHIP FOR ECONOMIC DEV IN YORK CO
144 ROOSEVELT AVENUE SUITE 100
YORK
,
PA
17401
PC
1ST PLDG. PMT. OF 2/SALARY FOR ORGANIZER POSITION
75,000
PASS THROUGH - YORK PRESERVATION MANAGEMENT LLC
140 E MARKET STREET
YORK
,
PA
17401
PC
PROGRAM SUPPORT
1
PASS THROUGH - YORK PRESERVATION PARTNERS LP
140 E MARKET STREET
YORK
,
PA
17401
PC
PROGRAM SUPPORT
145
PHILANTRHOPIC ENDEAVORS
2251 FRIESIAN ROAD
YORK
,
PA
17406
PC
GUSA WORLD MUSIC FESTIVAL
5,000
PHILANTRHOPIC ENDEAVORS
2251 FRIESIAN ROAD
YORK
,
PA
17406
PC
GROTTO FUND
17,000
SERVANTS INC
100 REDCO AVENUE SUITE C-O
RED LION
,
PA
17356
PC
ONE CITY SUMMER WORK CAMP/VAN PURCHASE
30,000
SHINE FOUNDATION
4225 WEBSTER DRIVE
YORK
,
PA
17402
PC
MUSIC EDUCATION PROGRAM FOR YORK CITY YOUTH
10,000
ST PAUL'S LUTHERAN CHURCH
11894 SUSQUEHANNA TRAIL SOUTH
GLEN ROCK
,
PA
17327
PC
BUILDING RENOVATIONS FOR COMMUNITY/MISSION PROGRAM
23,000
STEAM INTO HISTORY
2 WEST MAIN STREET
NEW FREEDOM
,
PA
17349
PC
4TH PLDG. PMT. OF 5/GET ON BOARD CAMPAIGN
200,000
SUSQUEHANNA GATEWAY HERITAGE AREA
1706 LONG LEVEL ROAD
WRIGHTSVILLE
,
PA
17368
PC
PROGRAM SUPPORT
5,000
TENNIS FOR KIDS
1738 LONG LEVEL ROAD
WRIGHTSVILLE
,
PA
17368
PC
TENNIS CAMP SUPPORT
1,000
TURNING POINT COUNSELING AND ADVOCACY
2315 N SUSQUEHANNA TRAIL SUITE D
YORK
,
PA
17404
PC
1ST PLDG. PMT. OF 2/BUILDING PURCHASE
50,000
UNITED WAY OF YORK COUNTY
800 EAST KING STREET
YORK
,
PA
17403
PC
GIVE LOCAL YORK EVENT
50,000
UNITED WAY OF YORK COUNTY
800 EAST KING STREET
YORK
,
PA
17403
PC
2019 PLEDGE PAYMENT
80,000
UNIVERSITY OF PENNSYLVANIAMORRIS ARBORE
100 E NORTHWESTERN AVENUE
PHILADELPHIA
,
PA
19118
PC
2ND PLDG. PMT. OF 5/EVER GREEN CAMPAIGN ROSE
20,000
WELL THE
408 W MARKET STREET
YORK
,
PA
17401
PC
PROGRAM SUPPORT
2,000
WELLSPAN YORK HOSPITAL
1001 S GEORGE STREET
YORK
,
PA
17403
PC
FINAL PLDG. PMT. OF 5/EMERGENCY DEPT. FACILITY
50,000
WELLSPAN YORK HOSPITAL
1001 S GEORGE STREET
YORK
,
PA
17403
PC
4TH PLDG. PMT. OF 5/EMERGENCY DEPART. FACILITY
50,000
WHITE ROSE LEADERSHIP INSTITUTE
144 ROOSEVELT AVENUE SUITE 206
YORK
,
PA
17401
PC
FEASIBILITY STUDY
10,000
WHITE ROSE PICKLEBALL
940 VANDER AVENUE
YORK
,
PA
17403
PC
MEMORIAL PARK PICKLEBALL COURTS
20,000
YMCA OF YORK COUNTY
90 NORTH NEWBERRY STREET
YORK
,
PA
17401
PC
1ST PLDG. PMT. OF 5/TRANSFORMATION & PRESERVATION CAM.
100,000
YORK ACADEMY
32 W NORTH STREET
YORK
,
PA
17401
PC
HARVARD UNIVERSITY DATA WISE IMPROVEMENT PROGRAM
28,645
YORK ACADEMY REGIONAL CHARTER SCHOOL
32 W NORTH STREET
YORK
,
PA
17401
PC
PLAYER PIANO PURCHASE
10,000
YORK ACADEMY REGIONAL CHARTER SCHOOL
32 W NORTH STREET
YORK
,
PA
17401
PC
1ST PLDG. PMT. OF 5/BUILDING EXPANSION
100,000
YORK CITY
101 SOUTH GEORGE STREET
YORK
,
PA
17401
PC
EVENTS SPONSORSHIP
15,000
YORK CITY LITTLE LEAGUE
PO BOX 1062
YORK
,
PA
17405
PC
SOFTBALL PROGRAM START UP
10,000
YORK CITY PARKS CONSERVANCY
101 SOUTH GEORGE STREET
YORK
,
PA
17403
PC
2ND PLDG. PMT. OF 4/MASTER PLAN CAMPAIGN
200,000
YORK COLLEGE OF PENNSYLVANIA
441 COUNTRY CLUB ROAD
YORK
,
PA
17403
PC
2ND PLDG. PMT. OF 3/CENTER FOR COMMUNITY ENGAGE.
50,000
YORK COUNTY BAR ASSOCIATION
137 E MARKET STREET
YORK
,
PA
17401
PC
4TH PLDG. PMT. OF 5/SHELTER FROM THE STORM CAMPAIGN
50,000
YORK COUNTY BAR FOUNDATION
137 E MARKET STREET
YORK
,
PA
17401
PC
1ST PLDG. PMT. OF 3/ARTICLES OF CONFEDERATION
30,000
YORK COUNTY BLACK GOLFER'S ASSOCIATION
PO BOX 2805
YORK
,
PA
17405
PC
GOLF TOURNAMENT SPONSORSHIP
500
YORK COUNTY COMMUNITY FOUNDATION
14 WEST MARKET STREET
YORK
,
PA
17401
PC
YORK CITY ECONOMIC ECOSYSTEM BUILDER FEE
43,334
YORK COUNTY FOOD BANK
254 W PRINCESS STREET
YORK
,
PA
17401
PC
MOBILE FOOD PANTRY INITIATIVE
35,000
YORK COUNTY HISTORY CENTER
250 E MARKET STREET
YORK
,
PA
17403
PC
BONHAM HOUSE GARDENS (WITMAN LANDSCAPING)
1,383
YORK COUNTY HISTORY CENTER
250 E MARKET STREET
YORK
,
PA
17403
PC
BONHAM HOUSE GARDENS (WITMAN LANDSCAPING)
472
YORK COUNTY HISTORY CENTER
250 E MARKET STREET
YORK
,
PA
17403
PC
BONHAM HOUSE GARDENS (WITMAN LANDSCAPING)
157
YORK COUNTY HISTORY CENTER
250 E MARKET STREET
YORK
,
PA
17403
PC
BONHAM HOUSE GARDENS (WITMAN LANDSCAPING)
67
YORK COUNTY HONORS CHOIR
250 EAST MARKET STREET
YORK
,
PA
17403
PC
FINAL PLDG. PMT. OF 3/JUDY SIMPSON FUND
20,000
YORK COUNTY PLANNING COMMISSION
28 E MARKET STREET 3RD FLOOR
YORK
,
PA
17401
PC
PUBLIC POLLING PROCESS RE LAND PROTECTION
15,000
YORK DAY NURSERY
450 E PHILADELPHIA STREET
YORK
,
PA
17403
PC
LED LIGHTING/REFRIDGERATOR PLAYGROUND SURFACE REPAIR
33,000
YORK FRESH FOOD FARMS
150 WILLIS ROAD
YORK
,
PA
17404
PC
PROGRAM SUPPORT
7,500
YORK FRINGE FESTIVAL
103 SOUTH PERSHING AVENUE
YORK
,
PA
17401
PC
FESTIVAL SUPPORT
2,500
YORK JEWISH COMMUNITY CENTER
2000 HOLLYWOOD DRIVE
YORK
,
PA
17403
PC
ENGINEERING DESIGN FOR POOL PROJECT
15,000
YORK SYMPHONY ORCHESTRA
50 NORTH GEORGE STREET
YORK
,
PA
17401
PC
3RD PLDG. PMT. OF 4/MUSIC DIRECTOR ENDOWMENT
200,000
YOUNG THINKERS OF YORK INC
7 E MARKET STREET SUITE 201
YORK
,
PA
17401
PC
STEM PROGRAM INITIATIVE
20,000
YWCA OF YORK COUNTY
90 NORTH NEWBERRY STREET
YORK
,
PA
17401
PC
TEMPLE GUARD DRILL TEAM AND OPPORTUNITIES PROGRAM
31,324
Total
.................................
3a
3,725,603
b
Approved for future payment
BELL SOCIALIZATION SERVICES INC
160 S GEORGE STREET
YORK
,
PA
17401
PC
JEFFERSON TOWERS RENOVATION
40,000
BETHANY CHRISTIAN SERVICES
25 N DUKE STREET
YORK
,
PA
17401
PC
SAFE FAMILES FOR CHILDREN
25,000
BRETHREN HOME FOUNDATION
2990 CARLISLE STREET
NEW OXFORD
,
PA
17350
PC
MEMORY CARE CAMPAIGN
30,000
COMMUNITY ACTION FOR RECOVERY AND DIVERSION
28 E MARKET STREET 3RD FLOOR
YORK
,
PA
17401
PC
PROGRAM SUPPORT
120,000
COMMUNITY PROGRESS COUNCIL
226 E COLLEGE AVENUE
YORK
,
PA
17403
PC
SELF SUFFICIENCY PROGRAM
100,000
CORNERSTONE YOUTH HOME
629 S PERSHING AVENUE
YORK
,
PA
17401
PC
RENOVATE HOMES
175,000
CULTURAL ALLIANCE OF YORK COUNTY
14 W MARKET STREET
YORK
,
PA
17401
PC
ANNUAL SUPPORT
70,000
DOWNTOWN INC
2 EAST MARKET STREET
YORK
,
PA
17401
PC
CENTRAL MARKET LIGHTING
13,440
DREAMWRIGHTS YOUTH & FAMILY CENTER
100 CARLISLE AVENUE
YORK
,
PA
17401
PC
CAPITAL CAMPAIGN
100,000
GIVE LOCAL YORK
2251 FRIESIAN ROAD
YORK
,
PA
17406
PC
PROGRAM SUPPORT
50,000
HARVARD UNIVERSITY
20 GARDEN STREET
CAMBRIDGE
,
MA
02138
PC
HOUSE RENEWAL PROJECT
200,000
HARVARD UNIVERSITY
20 GARDEN STREET
CAMBRIDGE
,
MA
02138
PC
HOUSE RENEWAL PROJECT
2,500,000
HARVARD UNIVERSITY
20 GARDEN STREET
CAMBRIDGE
,
MA
02138
PC
VARIOUS PROJECTS
6,500,000
HOUSE OF HOPE
3899 STICKS ROAD
GLEN ROCK
,
PA
17327
PC
REPLACEMENT WINDOWS
34,285
JUNIOR ACHIEVEMENT
2420 GEHMAN LANE SUITE 100
LANCASTER
,
PA
17602
PC
FACILITY UPGRADES
50,000
KEYSTONE KIDSPACE
369 N GEORGE STREET
YORK
,
PA
17401
PC
CAPITAL CAMPAIGN
1,450,000
KEYSTONE KIDSPACE
369 N GEORGE STREET
YORK
,
PA
17401
PC
CAPITAL CAMPAIGN
200,000
LANCASTER THEOLOGICAL SEMINARY
555 W JAMES STREET
LANCASTER
,
PA
17603
PC
SEMINARY SCHOLARSHIP
60,000
LOGOS ACADEMY
250 E MARKET STREET
YORK
,
PA
17401
PC
CAMPUS EXPANSION
1,000,000
MARTIN LIBRARY
159 E MARKET STREET
YORK
,
PA
17401
PC
CAPITAL CAMPAIGN
1,000,000
MISERICORDIA NURSING & REHAB CENTER
998 S RUSSELL STREET
YORK
,
PA
17402
PC
RENOVATION CAMPAIGN
50,000
MORRIS ARBORETUM UNIV OF PENN
100 E NORTHWESTERN AVENUE
PHILADELPHIA
,
PA
17404
PC
ROSE PROJECT
60,000
NEW BIRTH OF FREEDOM COUNCILBOY SCOUTS
2139 WHITE STREET
YORK
,
PA
17404
PC
PROGRAM SUPPORT
62,000
PAPPAS HOUSE
253 CHERRY STREET
YORK
,
PA
17402
PC
PROGRAM SUPPORT
20,000
PAPPAS HOUSE
253 CHERRY STREET
YORK
,
PA
17402
PC
PROGRAM SUPPORT
20,000
PARLIAMENT ARTS ORGANIZATION
116 E KING STREET
YORK
,
PA
17401
PC
KING STREET JAM MUSIC INITIATIVE
74,300
PARTNERSHIP FOR ECONOMIC DEV IN YORK CO
144 ROOSEVELT AVENUE SUITE 100
YORK
,
PA
17401
PC
CODORUS
500,000
PARTNERSHIP FOR ECONOMIC DEV IN YORK CO
144 ROOSEVELT AVENUE SUITE 100
YORK
,
PA
17401
PC
SALARY FOR ORGANIZER POSITION
75,000
SALEM SQUARE COMMUNITY ASSOCIATION
531 W KING STREET
YORK
,
PA
17401
PC
PROGRAM SUPPORT
8,000
SALVATION ARMY
50 E KING STREET
YORK
,
PA
17401
PC
BUILDING RENOVATIONS
100,000
STEAM INTO HISTORY
2 WEST MAIN STREET
NEW FREEDOM
,
PA
17349
PC
GET ON BOARD CAMPAIGN
200,000
SUSQUEHANNA GATEWAY HERITAGE AREA
1706 LONG LEVEL ROAD
WRIGHTSVILLE
,
PA
17368
PC
PUBLIC PROGRAM SUPPORT
50,000
TURNING POINT COUNSELING AND ADVOCACY
2315 N SUSQUEHANNA TRAIL SUITE D
YORK
,
PA
17404
PC
BUILDING PURCHASE
50,000
UNITED WAY OF YORK COUNTY
800 EAST KING STREET
YORK
,
PA
17403
PC
PROGRAM SUPPORT
100,000
UNITED WAY OF YORK COUNTY
800 EAST KING STREET
YORK
,
PA
17403
PC
STRATEGIC PLAN
20,000
UNIVERSITY OF PENNSYLVANIAMORRIS ARBORE
100 E NORTHWESTERN AVENUE
PHILADELPHIA
,
PA
19118
PC
GRAHAM CENTER
500,000
UPMC PINNACLE MEMORIAL
1703 INNOVATION DRIVE
YORK
,
PA
17408
PC
PROGRAM SUPPORT
250,000
YMCA OF YORK COUNTY
90 NORTH NEWBERRY STREET
YORK
,
PA
17401
PC
FORTRESS RENOVATIONS
375,000
YMCA OF YORK COUNTY
90 NORTH NEWBERRY STREET
YORK
,
PA
17401
PC
TRANSFORMATION & PRESERVATION
400,000
YORK ACADEMY REGIONAL CHARTER SCHOOL
32 W NORTH STREET
YORK
,
PA
17401
PC
BUILDING EXPANSION
400,000
YORK AREA DEVELOPMENT CORPORATION
3 RATHON ROAD
YORK
,
PA
17403
PC
STRATEGIC PLAN
9,000
YORK CITY LITTLE LEAGUE
PO BOX 1062
YORK
,
PA
17405
PC
SOFTBALL PROGRAM START UP
50,000
YORK CITY PARKS CONSERVANCY
101 SOUTH GEORGE STREET
YORK
,
PA
17403
PC
MASTER PLAN CAMPAIGN
400,000
YORK COLLEGE OF PENNSYLVANIA
441 COUNTRY CLUB ROAD
YORK
,
PA
17403
PC
CENTER FOR COMMUNITY ENGAGEMENT
50,000
YORK COUNTY BAR ASSOCIATION
137 E MARKET STREET
YORK
,
PA
17401
PC
SHELTER FROM THE STORM CAMPAIGN
50,000
YORK COUNTY BAR FOUNDATION
137 E MARKET STREET
YORK
,
PA
17401
PC
ARTICLES OF CONFEDERATION
55,000
YORK COUNTY HONORS CHOIR
250 E MARKET STREET
YORK
,
PA
17403
PC
CARNEGIE HALL TRIP
17,360
YORK DAY NURSERY
450 E PHILADELPHIA STREET
YORK
,
PA
17403
PC
BUILDING RENOVATIONS
26,928
YORK HABITAT FOR HUMANITY
33 S SEWART STREET
YORK
,
PA
17404
PC
CAPITAL CAMPAIGN
300,000
YORK HEALTH FOUNDAITON
PO BOX 2767
YORK
,
PA
17405
PC
CANCER CENTER
100,000
YORK JEWISH COMMUNITY CENTER
2000 HOLLYWOOD DRIVE
YORK
,
PA
17403
PC
POOL RENOVATIONS
45,000
YORK SYMPHONY ORCHESTRA
50 N GEORGE STREET
YORK
,
PA
17401
PC
MUSIC DIRECTOR ENDOWMENT
200,000
YORK WILDLANDS
117 S WEST END AVENUE
LANCASTER
,
PA
17603
PC
PROGRAM SUPPORT
500,000
Total
.................................
3b
18,835,313
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1,954,007
4
Dividends and interest from securities
....
14
612,689
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
-81,384
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
18,161,993
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PASS THROUGH - SUSQUEHANNA CO WINDUP TRUST
900099
-125,234
b
PASS THROUGH - CODO 28LP
16
-65,278
c
PASS THROUGH - 28 CODO LLC
16
-95
d
PASS THROUGH - 28 CODO TENANT MANAGEMENT LLC
16
-8,126
e
PASS THROUGH - CODO 106 LP
16
4,106
f
PASS THROUGH - 106 CODO LLC
16
12
g
PASS THROUGH - CPDP 200 LP
16
-3,136
h
PASS THROUGH - 200 CODO LLC
16
-33
i
PASS THROUGH - 100 NORTH GEORGE ST. LLC
16
3,093
j
PASS THROUGH - 44-50 W. MARKET ST LLC
16
-13,556
k
PASS THROUGH - MARKET STREET YORK LP
16
-170,316
l
PASS THROUGH - VERUS REMODELING LLC
900099
-103
m
PASS THROUGH - YORK PRESERVATION PARTNERS LP
16
-16,240
n
PASS THROUGH - YORK PRESERVATION MGMNT LLC
16
-237
o
PASS THROUGH - MARKET STREET COMMERCIAL SUBTENANT LLC
16
22,885
p
PASS THROUGH - MARKET STREET RES. SUBTENANT LLC
16
-60,867
q
PASS THROUGH - 140 EAST MARKET STREET LP
900099
-32,746
r
PASS THROUGH - CITYSCAPE INVESTORS II LLC
16
157,319
s
PASS THROUGH - DOWNTOWN RENAISSANCE FUND
900099
-823
16
-217,459
t
PASS THROUGH - YORK PROFESSIONAL BASEBALL CLUB LLC
16
-162,267
12
Subtotal. Add columns (b), (d), and (e)
..
-158,906
20,199,969
-81,384
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
19,959,679
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
5
INVESTMENT IN RENTAL BUILDING - CHARITABLE AND INVESTMENT
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description