Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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, PA174052026
A Employer identification number

23-7751589
B Telephone number (see instructions)

(717) 848-5500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$192,918,477J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 43,856
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,676,755 1,676,755  
4 Dividends and interest from securities... 1,096,243 1,096,243  
5a Gross rents............ 147,610 147,610  
b Net rental income or (loss) -57,182
6a Net gain or (loss) from sale of assets not on line 10 1,450,298
b Gross sales price for all assets on line 6a 76,563,895
7 Capital gain net income (from Part IV, line 2)... 1,450,298
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)....... Click to see attachment -762,982 -527,038  
12 Total. Add lines 1 through 11........ 3,651,780 3,843,868  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 271,722 67,931   203,792
14 Other employee salaries and wages...... 37,380 37,380   0
15 Pension plans, employee benefits....... 32,395 8,099   24,296
16a Legal fees (attach schedule)......... Click to see attachment 261,205 130,603   130,602
b Accounting fees (attach schedule)....... Click to see attachment 30,373 15,187   15,186
c Other professional fees (attach schedule).... Click to see attachment 263,296 263,296   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 362,832 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 20,311 20,311  
20 Occupancy.............. 230,389 193,492   36,897
21 Travel, conferences, and meetings....... 12,591 0   12,591
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 322,410 0   322,410
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,844,904 736,299   745,774
25 Contributions, gifts, grants paid....... 7,685,303 7,213,689
26 Total expenses and disbursements. Add lines 24 and 25 9,530,207 736,299   7,959,463
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,878,427
b Net investment income (if negative, enter -0-) 3,107,569
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 8,448    
2 Savings and temporary cash investments......... 16,211,832 3,145,662 3,145,662
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet30,603,636
Less: allowance for doubtful accounts bullet0 29,815,229 30,603,636 30,603,636
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   400,000 400,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 95,860,539 Click to see attachment103,365,485 149,102,767
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,027,639
Less: accumulated depreciation (attach schedule) bullet123,510 651,495 Click to see attachment904,129 904,129
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,946,270 Click to see attachment8,687,692 8,687,692
14 Land, buildings, and equipment: basis bullet74,591
Less: accumulated depreciation (attach schedule) bullet   74,591 Click to see attachment74,591 74,591
15 Other assets (describe bullet) Click to see attachment3,836 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 152,572,240 147,181,195 192,918,477
Liabilities 17 Accounts payable and accrued expenses.......... 21,534 40,729
18 Grants payable................. 18,835,313 19,303,500
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 18,856,847 19,344,229
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 133,715,393 127,836,966
29 Total net assets or fund balances (see instructions)..... 133,715,393 127,836,966
30 Total liabilities and net assets/fund balances (see instructions). 152,572,240 147,181,195
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
133,715,393
2
Enter amount from Part I, line 27a .....................
2
-5,878,427
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
127,836,966
5
Decreases not included in line 2 (itemize) bullet
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
127,836,966
Form 990-PF (2020)
Form 990-PF (2020)
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 COMMONFUND INVESTMENTS      
c PARTNERSHIP INTEREST G/L P    
d SUSQUEHANNA PFALTZ CO WINDUP LIQ. TRUST P    
e YORK PRESERVATION PARTNERS LP P    
PASS THROUGH - COMMONFUND DIRECT SERIES 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 32,129,850   31,178,413 951,437
b 44,059,189   43,580,077 479,112
c     215,479 -215,479
d 11,194     11,194
e     76,980 -76,980
    62,648 -62,648
363,662     363,662
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       951,437
b       479,112
c       -215,479
d       11,194
e       -76,980
      -62,648
      363,662
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,450,298
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 43,195
c All other domestic foundations enter 1.39% 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 43,195
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 43,195
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 400,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 400,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 356,805
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet356,805 RefundedBullet 11 0
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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletPA
    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 2020 or the taxable year beginning in 2020? 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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletMICHAEL H HADY III Telephone no.bullet (717) 848-5500

    Located atbullet140 E MARKET STREET PO BOX 2026YORKPA ZIP+4bullet174052026
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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,PA17405
    JOSEPHINE S APPELL VICE-CHAIR, TRUSTEE
    1.00     		0 0 0
    140 E MARKET STREET
    YORK,PA17405
    JOHN L FINLAYSON TREASURER, TRUSTEE
    3.00     		0 0 0
    140 E MARKET STREET
    YORK,PA17405
    MARY STETLER SECRETARY
    2.00     		0 0 0
    140 E MARKET STREET
    YORK,PA17405
    HELEN F APPELL II TRUSTEE
    1.00     		0 0 0
    140 E MARKET STREET
    YORK,PA17405
    LOUIS J APPELL III TRUSTEE
    1.00     		0 0 0
    140 E MARKET STREET
    YORK,PA17405
    SALLY DIXON TRUSTEE
    2.00     		0 0 0
    140 E MARKET STREET
    YORK,PA17405
    GEORGE HODGES TRUSTEE
    1.00     		0 0 0
    140 E MARKET STREET
    YORK,PA17405
    MICHAEL H HADY III EXECUTIVE DIRECTOR
    40.00     		271,722 32,395 0
    140 E MARKET STREET
    YORK,PA17405
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 247,144
    400 E PRATT STREET SUITE 720
    BALTIMORE,MD21202
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    129,722,478
    b
    Average of monthly cash balances.......................
    1b
    4,471,365
    c
    Fair market value of all other assets (see instructions)................
    1c
    41,335,837
    d
    Total (add lines 1a, b, and c).........................
    1d
    175,529,680
    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
    175,529,680
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,632,945
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    172,896,735
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,644,837
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    8,644,837
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    43,195
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    43,195
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,601,642
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,601,642
    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
    8,601,642
    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
    7,959,463
    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
    7,959,463
    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
    7,959,463
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 8,601,642
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,737,778
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 7,959,463
    a Applied to 2019, but not more than line 2a 2,737,778
    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 2020 distributable amount..... 5,221,685
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		3,379,957
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe 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,PA17401
    (717) 848-5500
    bThe form in which applications should be submitted and information and materials they should include:
    SEND LETTER OUTLINING NEED
    cAny submission deadlines:
    NONE
    dAny 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 (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    APPELL CENTER FOR PERFORMING ARTS
    50 N GEORGE STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 2/FEASIBILITY STUDY 6,500
    APPELL CENTER FOR PERFORMING ARTS
    50 N GEORGE STREET
    YORK,PA17401     		  PC EMERGENCY STABILIZATION FUND (COVID RESPONSE) 25,000
    APPELL CENTER FOR PERFORMING ARTS
    50 N GEORGE STREET
    YORK,PA17401     		  PC FINAL PLDG. PMT./CAPITAL CAMPAIGN 90,000
    ARC OF YORK COUNTY
    497 HILL STREET
    YORK,PA17403     		  PC CAMP PENNWOOD PLAYGROUND UPGRADE 25,000
    AUDUBON SOCIETY OF PENNSYLVANIA
    1907 HOLLYWOOD DRIVE
    YORK,PA17403     		  PC YORK CITY BIRD PROJECT 22,000
    BELMONT THEATRE
    27 S BELMONT STREET
    YORK,PA17403     		  PC MAIN STATE HEATING/COOLING UNIT 24,000
    BELMONT THEATRE
    27 S BELMONT STREET
    YORK,PA17403     		  PC PROGRAM SUPPORT (COVID RESPONSE) 10,000
    BETTER YORK
    2 EAST MARKET STREET
    YORK,PA17401     		  PC MBRSHP/SUPPORT 1,000
    BETTER YORK
    2 EAST MARKET STREET
    YORK,PA17401     		  PC STRONG TOWNS SPONSOR 2,700
    CHILD CARE CONSULTANTS
    29 N DUKE STREET
    YORK,PA17401     		  PC FIRST 10 PROGRAM 25,000
    COMMUNITIES IN SCHOOLS
    234 STATE STREET
    HARRISBURG,PA17101     		  PC YORK CITY SCHOOLS SUPPORT 50,000
    CORNERSTONE YOUTH HOME
    629 S PERSHING AVENUE
    YORK,PA17401     		  PC FINAL PLDG. PMT. OF / 75,000
    CREATIVE YORK
    10 N BEAVER STREET
    YORK,PA17401     		  PC COMMUNITY PARTNERSHIP PROGRAM 25,000
    CRISPUS ATTUCKS ASSOCIATION
    200 S DUKE STREET
    YORK,PA17401     		  PC NEW BOILER 35,000
    CULTURAL ALLIANCE OF YORK COUNTY
    14 W MARKET STREET
    YORK,PA17401     		  PC 2020 MATCHING GIFT 50,000
    CULTURAL ALLIANCE OF YORK COUNTY
    14 W MARKET STREET
    YORK,PA17401     		  PC 1ST PLDG PMT. OF 5/PILLARS ENDOWMENT CAMP. 100,000
    DOWNTOWN INC
    2 EAST MARKET STREET
    YORK,PA17401     		  PC WELCOMING COMMUNITIES GRANT 2020 5,000
    DOWNTOWN INC
    2 EAST MARKET STREET
    YORK,PA17401     		  PC MBRSHP/SUPPORT 10,000
    DOWNTOWN INC
    2 EAST MARKET STREET
    YORK,PA17401     		  PC LOCAL BUSINESS SUPPORT 100,000
    DOWNTOWN INC
    2 EAST MARKET STREET
    YORK,PA17401     		  PC BLOOM AWARDS 25,000
    DREAMWRIGHTS YOUTH & FAMILY CENTER
    100 CARLISLE AVENUE
    YORK,PA17401     		  PC SOUND STUDION EQUIP./PARKING LOT REPAIR 15,000
    FARM AND NATURAL LANDS TRUST
    350 N GEORGE STREET
    YORK,PA17401     		  PC RELOCATION TO WESTERN MARYLAND HEADHOUSE BLDG./DOWNTOWN 50,000
    FOUR CHAPLAINS FUND
    1050 PENNSYLVANIA AVENUE
    YORK,PA17404     		  PC FOUR CHAPLAINS PRAYER BREAKFAST 500
    GARDEN CLUB OF YORK
    749 RISHEL DRIVE
    YORK,PA17406     		  PC HANGING BASKETS (10) 2,500
    GOODWILL FIRE COMPANY NO 1 YORK TOWNSHIP
    2318 S QUEEN ST
    YORK,PA17402     		  PC REPLACEMENT VEHICLE 67,628
    GREATER YORK DANCE
    3524 E MARKET STREET
    YORK,PA17402     		  PC PROJECT SUPPORT 35,000
    HOSPICE AND COMMUNITY CARE
    235 SAINT CHARLES WAY SUITE 250
    YORK,PA17402     		  PC ANALYTIC SOFTWARE UPDATE 20,000
    KEYSTONE HUMAN SERVICES
    4391 STURBRIDGE DRIVE
    HARRISBURG,PA17110     		  PC SERVICE DOG TRAINING AND PLACEMENT IN YC SCHOOLS 30,000
    KEYSTONE ORAL HISTORIES
    441 COUNTRY CLUB ROAD
    YORK,PA17403     		  PC KEYSTONE ORAL HISTORIES PROJECT 20,000
    LATINOS UNIDOS
    2 WEST MARKET STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 2/ 25,000
    LIFEPATH CHRISTIAN MINISTRIES
    363 - 373 W MARKET STREET
    YORK,PA17405     		  PC SHELTER RENOVATIONS 50,000
    MARGARET MOUL HOME
    2050 BARLEY RD
    YORK,PA17408     		  PC REPLACE RESIDENT BEDS 30,000
    MISS BOBBI'S PLACE
    461 WEST HOPE AVE
    YORK,PA17401     		  PC HOME RENOVATION 35,000
    MOVEMENT OF YORK INC
    15 N CHERRY LN
    YORK,PA17401     		  PC M.O.V.E. EDUCATION PROJECT 6,000
    NEW HOPE MINISTRIES
    135 BALTIMORE STREET
    HANOVER,PA17331     		  PC CAPITAL UPGRADES 50,000
    OLIVIA'S HOUSE
    830 S GEORGE STREET
    YORK,PA17403     		  PC APPELL GARDEN MAINTENANCE 5,000
    PAL'S PARK PALS
    PALS PARK
    YORK,PA17401     		  PC YORK CITY DOG PARK 10,000
    PAPPUS HOUSE
    253 CHERRY STREET
    YORK,PA17402     		  PC 1ST PLDG. PMT. OF 3/HOUSE PURCHASE/RENOVATION 70,000
    PARLIAMENT ART ORGANIZATION
    116 E KING STREET
    YORK,PA17401     		  PC PENN PARK OUTDOOR GYM 12,500
    PARLIAMENT ARTS ORGANIZATION
    116 E KING STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 3/YORK CITY EVENTS 25,000
    PARLIAMENT ARTS ORGANIZATION
    116 E KING STREET
    YORK,PA17401     		  PC FINAL PLDG. PMT. OF 2/GALLERY 110, VENTURE FUNDING & KING ST. JAM 50,000
    PARTNERSHIP FOR ECONOMIC DEVELOPMENT (YCEA)
    144 ROOSEVELT AVENUE SUITE 100
    YORK,PA17401     		  PC YORK COUNTY ECONOMIC DEVELOPMENT STUDY 50,000
    PASS-THROUGH - YORK PRESERVATION PARTNERS LP
    147 MERION ROAD
    YORK,PA17403     		  PC PROGRAM SUPPORT 1,925
    PASS-THROUGH - YORK PRESEVATION MANAGEMENT LLC
    147 MERION ROAD
    YORK,PA17403     		  PC PROGRAM SUPPORT 19
    PASS-THROUGH - YORK PROFESSIONAL BASEBALL CLUB
    5 BROOKS ROBINSON WAY
    YORK,PA17401     		  PC PROGRAM SUPPORT 1,482
    ROTARY CLUB OF YORK
    724 S GEORGE ST
    YORK,PA17401     		  PC KIWANIS LAKE RESTORATION PROJECT 25,000
    SALEM SQUARE COMMUNITY ASSOCIATION
    459 W KING ST
    YORK,PA17401     		  PC PEDAL FOR PEACE 16,690
    SALEM SQUARE COMMUNITY ASSOCIATION
    459 W KING ST
    YORK,PA17401     		  PC 4TH AND FINAL PLDG. PMTS. OF 5/WEST END NEIGHBORHD 8,000
    SALVATION ARMY
    50 E KING ST
    YORK,PA17401     		  PC RED KETTLE CAMPAIGN 10,000
    SCORE
    410 KINGS MILL RD
    YORK,PA17401     		  PC PROGRAM SUPPORT 1,000
    SERVANTS
    100 REDCO AVE SUITE C-0
    RED LION,PA17356     		  PC YORK CITY WORK CAMP 20,462
    SOUTH CENTRAL YORK COUNTY SENIOR CENTER
    150 E MAIN ST
    NEW FREEDOM,PA17349     		  PC TECHNOLOGY AND FURNISHINGS UPGRADE 15,000
    SPIRITRUST LUTHERAN
    1050 PENNSYLVANIA AVENUE
    YORK,PA17404     		  PC DIVERSITY AND INCLUSIVITY INITIATIVE 15,000
    ST JOHN EPISCOPAL CHURCH
    239 E MARKET ST
    MARRIETTA,PA17547     		  PC FINAL PLDG. PMT. OF 3/BUILDING CAMPAIGN 200,000
    STEAM INTO HISTORY - NORTHERN CENTRAL RAILWAY OF YORK
    2 W MAIN ST
    NEW FREEDOM,PA17349     		  PC STEAM EDUCATION PROGRAM 10,000
    SUSQUEHANNA NATIONAL HERITAGE AREA
    1706 LONG LEVEL ROAD
    WRIGHTSVILLE,PA17368     		  PC FINAL PLDG. PMT. OF 2/PUBLIC EDUCATION INITIATIVES 25,000
    TAFE
    100 CARLISLE AVENUE
    YORK,PA17401     		  PC PROGRAM SUPPORT 5,910
    TENNIS FOR KIDS
    1738 LONG LEVEL ROAD
    WRIGHTSVILLE,PA17368     		  PC PROGRAM SUPPORT/DUE TO COVID 19 THIS WILL APPLY TO 2021 SEASSON) 1,000
    TURNING POINT COUNSELING & ADVOCACY CTR
    2315 N SUSQUEHANNA TRAIL SUITE D
    YORK,PA17404     		  PC PARKING LOT REPAIR 6,000
    UNITED WAY OF YORK COUNTY
    800 EAST KING STREET
    YORK,PA17403     		  PC MATCHING GIFT 10,000
    WELL THE
    408 W MARKET STREET
    YORK,PA17401     		  PC UNIFORMS FOR YORK CITY SCHOOLS 2,000
    YMCA OF YORK COUNTY
    90 NORTH NEWBERRY STREET
    YORK,PA17401     		  PC DEBT REDUCTION 10,000
    YORK ART ASSOCIATION
    220 S MARSHALL ST
    YORK,PA17402     		  PC COMPUTER SYSTEM 5,000
    YORK CITY
    101 SOUTH GEORGE STREET
    YORK,PA17401     		  PC KIVA YORK MICROLENDING PROGRAM 7,500
    YORK COLLEGE OF PENNSYLVANIA
    441 COUNTRY CLUB ROAD
    YORK,PA17403     		  PC 2ND PLDG. PMT. OF 3/CTR. FOR COMMUNITY ENGAG. BLDG. 150,000
    YORK COUNTY BAR FOUNDATION
    137 E MARKET STREET
    YORK,PA17401     		  PC SHELTER FROM THE STORM ADDITIONAL SUPPORT 25,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		  PC BEAM CONSULTING INV. #1359/CORONA VIRUS WORKSHOP SERIES 4,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		  PC FINAL PLDG PMT. OF /COVID RESPONSE FUND 34,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		  PC WHITE ROSE IMPACT FUND 15,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		  PC WHITE ROSE VENTURES/JULY-DEC.SUPPORT/FEDORKO 60,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 3/CORONA VIRUS CRISIS FUND 33,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		  PC 2ND PLDG. PMT. OF 3/CORONA VIRUS CRISIS FUND 33,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		  PC WHITE ROSE VENTURES/MARTIN FEDORKO 12,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		  PC YORK CITY ECONOMIC ECOSYSTEM BUILDER 43,334
    YORK COUNTY HISTORY CENTER
    250 E MARKET STREET
    YORK,PA17403     		  PC BONHAM HOUSE LANDSCAPE MAINTENANCE/WITMAN 2,094
    YORK COUNTY HISTORY CENTER
    250 E MARKET STREET
    YORK,PA17403     		  PC 3RD PLDG. PMT. OF 5/CAPITAL CAMPAIGN 200,000
    YORK COUNTY HISTORY CENTER
    250 E MARKET STREET
    YORK,PA17403     		  PC GRAPHIC MASTERS INV. #7132 FOR PFALTZGRAFF EXHIBIT 3,662
    YORK COUNTY HISTORY CENTER
    250 E MARKET STREET
    YORK,PA17403     		  PC FIREMENS MONUMENT 10,000
    YORK COUNTY LITERACY COUNCIL
    1416 6TH AVE
    YORK,PA17403     		  PC BUILDING RENOVATIONS 40,000
    YORK COUNTY SPCA
    3159 N SUSQUEHANNA TRAIL
    YORK,PA17406     		  PC COMMUNITY CAT INITIATIVE 12,253
    YORK DAY NURSERY
    450 E PHILADELPHIA STREET
    YORK,PA17403     		  PC EXTERIOR WORK 5,924
    YORK DAY NURSERY
    450 E PHILADELPHIA STREET
    YORK,PA17403     		  PC SCHOLARSHIP FUND SUPPORT 21,220
    YORK FRESH FOOD FARMS
    150 WILLIS ROAD
    YORK,PA17404     		  PC URBAN VEGETABLE FARMING OPERATION 10,000
    YORK JEWISH COMMUNITY CENTER (JCC)
    2000 HOLLYWOOD DRIVE
    YORK,PA17403     		  PC SECURITY SYSTEM UPGRADE 30,000
    YORK ST PATRICK'S DAY PARADE
    PO BOX 1043
    YORK,PA17405     		  PC FINAL PLDG. PMT. OF 2/YORK ST. PATRICK'S DAY PARADE 10,000
    YWCA OF YORK COUNTY
    90 NORTH NEWBERRY STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 4/CAPITAL CAMPAIGN 50,000
    Total .................................bullet 3a 2,566,803
    bApproved for future payment
    APPELL CENTER FOR THE PREFORMING ARTS
    50 N GEORGE STREET
    YORK,PA17401     		  PC FEASABILITY STUDY 13,500
    BRYNES SUSAN P HEALTH
    515 S GEORGE STREET
    YORK,PA17401     		  PC PROGRAM SUPPORT 400,000
    CASA
    45 N GEORGE STREET
    YORK,PA17401     		  PC PROGRAM SUPPORT 200,000
    CULTURAL ALLIANCE OF YORK COUNTY
    14 W MARKET STREET
    YORK,PA17401     		  PC ANNUAL SUPPORT 400,000
    KEYSTONE KIDSPACE
    369 N GEORGE STREET
    YORK,PA17401     		  PC CAPITAL CAMPAIGN 400,000
    PAPPAS HOUSE
    253 CHERRY STREET
    YORK,PA17402     		  PC PROGRAM SUPPORT 80,000
    PARTNERSHIP FOR ECONOMIC DEV IN YORK CO
    144 ROOSEVELT AVENUE SUITE 100
    YORK,PA17401     		  PC CODORUS 650,000
    PENN MAR
    10709 SUSQUEHANNA TRAIL S
    YORK,PA17401     		  PC PROGRAM SUPPORT 250,000
    SUSQUEHANNA GATEWAY HERITAGE AREA
    1706 LONG LEVEL ROAD
    WRIGHTSVILLE,PA17368     		  PC PUBLIC PROGRAM SUPPORT 500,000
    YORK COLLEGE OF PENNSYLVANIA
    441 COUNTRY CLUB ROAD
    YORK,PA17403     		  PC CENTER FOR COMMUNITY ENGAGEMENT 225,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		  PC YORK CITY ECONOMIC ECOSYSTEM BUILDER 400,000
    YORKTOWNE HOTEL
    48 EAST MARKET ST
    YORK,PA17401     		  PC RESOTRATION 1,000,000
    YWCA OF YORK COUNTY
    90 NORTH NEWBERRY STREET
    YORK,PA17401     		  PC PROGRAM SUPPORT 600,000
    Total .................................bullet 3b 5,118,500
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,676,755  
    4 Dividends and interest from securities....     14 1,096,243  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......         -57,182
    bNot 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 1,450,298  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPASS THROUGH - 100 NORTH GEORGE ST. LLC     		    16 -24,324  
    bPASS THROUGH - 106 CODO LLC     16 -31  
    cPASS THROUGH - 140 EAST MARKET STREET LP   -31,984 16 -21,612  
    dPASS THROUGH - 200 CODO LLC     16 -19  
    ePASS THROUGH - 28 CODO LLC     16 2,131  
    fPASS THROUGH - 28 CODO TENANT MANAGEMENT LLC     16 -10,713  
    gPASS THROUGH - 44-50 W. MARKET ST LLC     16 -14,786  
    hPASS THROUGH - CODO 106 LP     16 -10,117  
    iPASS THROUGH - CODO 28LP     16 151,791  
    jPASS THROUGH - COMMONFUND CAPITAL STRATEGIC SOLUTIONS GLOBAL PRIVATE EQUITY 900099 527 16 -40,111  
    kPASS THROUGH - CONDO 200 LP     16 -4,936  
    lPASS THROUGH - DOWNTOWN RENAISSANCE FUND   -821 16 -80,897  
    mPASS THROUGH - MARKET STREET COMMERCIAL SUBTENANT LLC     16 2,549  
    nPASS THROUGH - MARKET STREET RES. SUBTENANT LLC     16 -52,849  
    oPASS THROUGH - MARKET STREET YORK LP     16 -264,632  
    pPASS THROUGH - PENN CENTRE MGMNT CO LLC     16    
    qPASS THROUGH - SUSQUEHANNA CO WINDUP TRUST   -9,319      
    rPASS THROUGH - TRACEY PARTNERS     16 -808  
    sPASS THROUGH - VERUS REMODELING LLC   -49      
    tPASS THROUGH - YORK PRESERVATION MGMNT LLC     16 -3,026  
    12 Subtotal. Add columns (b), (d), and (e).. -235,658 3,695,972 -57,182
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,403,132
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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)
    aPaid during the year
    APPELL CENTER FOR PERFORMING ARTS50 N GEORGE STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 2/FEASIBILITY STUDY 6,500
    APPELL CENTER FOR PERFORMING ARTS50 N GEORGE STREET
    YORK,PA17401     		  PC EMERGENCY STABILIZATION FUND (COVID RESPONSE) 25,000
    APPELL CENTER FOR PERFORMING ARTS50 N GEORGE STREET
    YORK,PA17401     		  PC FINAL PLDG. PMT./CAPITAL CAMPAIGN 90,000
    ARC OF YORK COUNTY497 HILL STREET
    YORK,PA17403     		  PC CAMP PENNWOOD PLAYGROUND UPGRADE 25,000
    AUDUBON SOCIETY OF PENNSYLVANIA1907 HOLLYWOOD DRIVE
    YORK,PA17403     		  PC YORK CITY BIRD PROJECT 22,000
    BELMONT THEATRE27 S BELMONT STREET
    YORK,PA17403     		  PC MAIN STATE HEATING/COOLING UNIT 24,000
    BELMONT THEATRE27 S BELMONT STREET
    YORK,PA17403     		  PC PROGRAM SUPPORT (COVID RESPONSE) 10,000
    BETTER YORK2 EAST MARKET STREET
    YORK,PA17401     		  PC MBRSHP/SUPPORT 1,000
    BETTER YORK2 EAST MARKET STREET
    YORK,PA17401     		  PC STRONG TOWNS SPONSOR 2,700
    CHILD CARE CONSULTANTS29 N DUKE STREET
    YORK,PA17401     		  PC FIRST 10 PROGRAM 25,000
    COMMUNITIES IN SCHOOLS234 STATE STREET
    HARRISBURG,PA17101     		  PC YORK CITY SCHOOLS SUPPORT 50,000
    CORNERSTONE YOUTH HOME629 S PERSHING AVENUE
    YORK,PA17401     		  PC FINAL PLDG. PMT. OF / 75,000
    CREATIVE YORK10 N BEAVER STREET
    YORK,PA17401     		  PC COMMUNITY PARTNERSHIP PROGRAM 25,000
    CRISPUS ATTUCKS ASSOCIATION200 S DUKE STREET
    YORK,PA17401     		  PC NEW BOILER 35,000
    CULTURAL ALLIANCE OF YORK COUNTY14 W MARKET STREET
    YORK,PA17401     		  PC 2020 MATCHING GIFT 50,000
    CULTURAL ALLIANCE OF YORK COUNTY14 W MARKET STREET
    YORK,PA17401     		  PC 1ST PLDG PMT. OF 5/PILLARS ENDOWMENT CAMP. 100,000
    DOWNTOWN INC2 EAST MARKET STREET
    YORK,PA17401     		  PC WELCOMING COMMUNITIES GRANT 2020 5,000
    DOWNTOWN INC2 EAST MARKET STREET
    YORK,PA17401     		  PC MBRSHP/SUPPORT 10,000
    DOWNTOWN INC2 EAST MARKET STREET
    YORK,PA17401     		  PC LOCAL BUSINESS SUPPORT 100,000
    DOWNTOWN INC2 EAST MARKET STREET
    YORK,PA17401     		  PC BLOOM AWARDS 25,000
    DREAMWRIGHTS YOUTH & FAMILY CENTER100 CARLISLE AVENUE
    YORK,PA17401     		  PC SOUND STUDION EQUIP./PARKING LOT REPAIR 15,000
    FARM AND NATURAL LANDS TRUST350 N GEORGE STREET
    YORK,PA17401     		  PC RELOCATION TO WESTERN MARYLAND HEADHOUSE BLDG./DOWNTOWN 50,000
    FOUR CHAPLAINS FUND1050 PENNSYLVANIA AVENUE
    YORK,PA17404     		  PC FOUR CHAPLAINS PRAYER BREAKFAST 500
    GARDEN CLUB OF YORK749 RISHEL DRIVE
    YORK,PA17406     		  PC HANGING BASKETS (10) 2,500
    GOODWILL FIRE COMPANY NO 1 YORK TOWNSHIP2318 S QUEEN ST
    YORK,PA17402     		  PC REPLACEMENT VEHICLE 67,628
    GREATER YORK DANCE3524 E MARKET STREET
    YORK,PA17402     		  PC PROJECT SUPPORT 35,000
    HOSPICE AND COMMUNITY CARE235 SAINT CHARLES WAY SUITE 250
    YORK,PA17402     		  PC ANALYTIC SOFTWARE UPDATE 20,000
    KEYSTONE HUMAN SERVICES4391 STURBRIDGE DRIVE
    HARRISBURG,PA17110     		  PC SERVICE DOG TRAINING AND PLACEMENT IN YC SCHOOLS 30,000
    KEYSTONE ORAL HISTORIES441 COUNTRY CLUB ROAD
    YORK,PA17403     		  PC KEYSTONE ORAL HISTORIES PROJECT 20,000
    LATINOS UNIDOS2 WEST MARKET STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 2/ 25,000
    LIFEPATH CHRISTIAN MINISTRIES363 - 373 W MARKET STREET
    YORK,PA17405     		  PC SHELTER RENOVATIONS 50,000
    MARGARET MOUL HOME2050 BARLEY RD
    YORK,PA17408     		  PC REPLACE RESIDENT BEDS 30,000
    MISS BOBBI'S PLACE461 WEST HOPE AVE
    YORK,PA17401     		  PC HOME RENOVATION 35,000
    MOVEMENT OF YORK INC15 N CHERRY LN
    YORK,PA17401     		  PC M.O.V.E. EDUCATION PROJECT 6,000
    NEW HOPE MINISTRIES135 BALTIMORE STREET
    HANOVER,PA17331     		  PC CAPITAL UPGRADES 50,000
    OLIVIA'S HOUSE830 S GEORGE STREET
    YORK,PA17403     		  PC APPELL GARDEN MAINTENANCE 5,000
    PAL'S PARK PALSPALS PARK
    YORK,PA17401     		  PC YORK CITY DOG PARK 10,000
    PAPPUS HOUSE253 CHERRY STREET
    YORK,PA17402     		  PC 1ST PLDG. PMT. OF 3/HOUSE PURCHASE/RENOVATION 70,000
    PARLIAMENT ART ORGANIZATION116 E KING STREET
    YORK,PA17401     		  PC PENN PARK OUTDOOR GYM 12,500
    PARLIAMENT ARTS ORGANIZATION116 E KING STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 3/YORK CITY EVENTS 25,000
    PARLIAMENT ARTS ORGANIZATION116 E KING STREET
    YORK,PA17401     		  PC FINAL PLDG. PMT. OF 2/GALLERY 110, VENTURE FUNDING & KING ST. JAM 50,000
    PARTNERSHIP FOR ECONOMIC DEVELOPMENT (YCEA)144 ROOSEVELT AVENUE SUITE 100
    YORK,PA17401     		  PC YORK COUNTY ECONOMIC DEVELOPMENT STUDY 50,000
    PASS-THROUGH - YORK PRESERVATION PARTNERS LP147 MERION ROAD
    YORK,PA17403     		  PC PROGRAM SUPPORT 1,925
    PASS-THROUGH - YORK PRESEVATION MANAGEMENT LLC147 MERION ROAD
    YORK,PA17403     		  PC PROGRAM SUPPORT 19
    PASS-THROUGH - YORK PROFESSIONAL BASEBALL CLUB5 BROOKS ROBINSON WAY
    YORK,PA17401     		  PC PROGRAM SUPPORT 1,482
    ROTARY CLUB OF YORK724 S GEORGE ST
    YORK,PA17401     		  PC KIWANIS LAKE RESTORATION PROJECT 25,000
    SALEM SQUARE COMMUNITY ASSOCIATION459 W KING ST
    YORK,PA17401     		  PC PEDAL FOR PEACE 16,690
    SALEM SQUARE COMMUNITY ASSOCIATION459 W KING ST
    YORK,PA17401     		  PC 4TH AND FINAL PLDG. PMTS. OF 5/WEST END NEIGHBORHD 8,000
    SALVATION ARMY50 E KING ST
    YORK,PA17401     		  PC RED KETTLE CAMPAIGN 10,000
    SCORE410 KINGS MILL RD
    YORK,PA17401     		  PC PROGRAM SUPPORT 1,000
    SERVANTS100 REDCO AVE SUITE C-0
    RED LION,PA17356     		  PC YORK CITY WORK CAMP 20,462
    SOUTH CENTRAL YORK COUNTY SENIOR CENTER150 E MAIN ST
    NEW FREEDOM,PA17349     		  PC TECHNOLOGY AND FURNISHINGS UPGRADE 15,000
    SPIRITRUST LUTHERAN1050 PENNSYLVANIA AVENUE
    YORK,PA17404     		  PC DIVERSITY AND INCLUSIVITY INITIATIVE 15,000
    ST JOHN EPISCOPAL CHURCH239 E MARKET ST
    MARRIETTA,PA17547     		  PC FINAL PLDG. PMT. OF 3/BUILDING CAMPAIGN 200,000
    STEAM INTO HISTORY - NORTHERN CENTRAL RAILWAY OF YORK2 W MAIN ST
    NEW FREEDOM,PA17349     		  PC STEAM EDUCATION PROGRAM 10,000
    SUSQUEHANNA NATIONAL HERITAGE AREA1706 LONG LEVEL ROAD
    WRIGHTSVILLE,PA17368     		  PC FINAL PLDG. PMT. OF 2/PUBLIC EDUCATION INITIATIVES 25,000
    TAFE100 CARLISLE AVENUE
    YORK,PA17401     		  PC PROGRAM SUPPORT 5,910
    TENNIS FOR KIDS1738 LONG LEVEL ROAD
    WRIGHTSVILLE,PA17368     		  PC PROGRAM SUPPORT/DUE TO COVID 19 THIS WILL APPLY TO 2021 SEASSON) 1,000
    TURNING POINT COUNSELING & ADVOCACY CTR2315 N SUSQUEHANNA TRAIL SUITE D
    YORK,PA17404     		  PC PARKING LOT REPAIR 6,000
    UNITED WAY OF YORK COUNTY800 EAST KING STREET
    YORK,PA17403     		  PC MATCHING GIFT 10,000
    WELL THE408 W MARKET STREET
    YORK,PA17401     		  PC UNIFORMS FOR YORK CITY SCHOOLS 2,000
    YMCA OF YORK COUNTY90 NORTH NEWBERRY STREET
    YORK,PA17401     		  PC DEBT REDUCTION 10,000
    YORK ART ASSOCIATION220 S MARSHALL ST
    YORK,PA17402     		  PC COMPUTER SYSTEM 5,000
    YORK CITY101 SOUTH GEORGE STREET
    YORK,PA17401     		  PC KIVA YORK MICROLENDING PROGRAM 7,500
    YORK COLLEGE OF PENNSYLVANIA441 COUNTRY CLUB ROAD
    YORK,PA17403     		  PC 2ND PLDG. PMT. OF 3/CTR. FOR COMMUNITY ENGAG. BLDG. 150,000
    YORK COUNTY BAR FOUNDATION137 E MARKET STREET
    YORK,PA17401     		  PC SHELTER FROM THE STORM ADDITIONAL SUPPORT 25,000
    YORK COUNTY COMMUNITY FOUNDATION14 WEST MARKET STREET
    YORK,PA17401     		  PC BEAM CONSULTING INV. #1359/CORONA VIRUS WORKSHOP SERIES 4,000
    YORK COUNTY COMMUNITY FOUNDATION14 WEST MARKET STREET
    YORK,PA17401     		  PC FINAL PLDG PMT. OF /COVID RESPONSE FUND 34,000
    YORK COUNTY COMMUNITY FOUNDATION14 WEST MARKET STREET
    YORK,PA17401     		  PC WHITE ROSE IMPACT FUND 15,000
    YORK COUNTY COMMUNITY FOUNDATION14 WEST MARKET STREET
    YORK,PA17401     		  PC WHITE ROSE VENTURES/JULY-DEC.SUPPORT/FEDORKO 60,000
    YORK COUNTY COMMUNITY FOUNDATION14 WEST MARKET STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 3/CORONA VIRUS CRISIS FUND 33,000
    YORK COUNTY COMMUNITY FOUNDATION14 WEST MARKET STREET
    YORK,PA17401     		  PC 2ND PLDG. PMT. OF 3/CORONA VIRUS CRISIS FUND 33,000
    YORK COUNTY COMMUNITY FOUNDATION14 WEST MARKET STREET
    YORK,PA17401     		  PC WHITE ROSE VENTURES/MARTIN FEDORKO 12,000
    YORK COUNTY COMMUNITY FOUNDATION14 WEST MARKET STREET
    YORK,PA17401     		  PC YORK CITY ECONOMIC ECOSYSTEM BUILDER 43,334
    YORK COUNTY HISTORY CENTER250 E MARKET STREET
    YORK,PA17403     		  PC BONHAM HOUSE LANDSCAPE MAINTENANCE/WITMAN 2,094
    YORK COUNTY HISTORY CENTER250 E MARKET STREET
    YORK,PA17403     		  PC 3RD PLDG. PMT. OF 5/CAPITAL CAMPAIGN 200,000
    YORK COUNTY HISTORY CENTER250 E MARKET STREET
    YORK,PA17403     		  PC GRAPHIC MASTERS INV. #7132 FOR PFALTZGRAFF EXHIBIT 3,662
    YORK COUNTY HISTORY CENTER250 E MARKET STREET
    YORK,PA17403     		  PC FIREMENS MONUMENT 10,000
    YORK COUNTY LITERACY COUNCIL1416 6TH AVE
    YORK,PA17403     		  PC BUILDING RENOVATIONS 40,000
    YORK COUNTY SPCA3159 N SUSQUEHANNA TRAIL
    YORK,PA17406     		  PC COMMUNITY CAT INITIATIVE 12,253
    YORK DAY NURSERY450 E PHILADELPHIA STREET
    YORK,PA17403     		  PC EXTERIOR WORK 5,924
    YORK DAY NURSERY450 E PHILADELPHIA STREET
    YORK,PA17403     		  PC SCHOLARSHIP FUND SUPPORT 21,220
    YORK FRESH FOOD FARMS150 WILLIS ROAD
    YORK,PA17404     		  PC URBAN VEGETABLE FARMING OPERATION 10,000
    YORK JEWISH COMMUNITY CENTER (JCC)2000 HOLLYWOOD DRIVE
    YORK,PA17403     		  PC SECURITY SYSTEM UPGRADE 30,000
    YORK ST PATRICK'S DAY PARADEPO BOX 1043
    YORK,PA17405     		  PC FINAL PLDG. PMT. OF 2/YORK ST. PATRICK'S DAY PARADE 10,000
    YWCA OF YORK COUNTY90 NORTH NEWBERRY STREET
    YORK,PA17401     		  PC 1ST PLDG. PMT. OF 4/CAPITAL CAMPAIGN 50,000
    Total ...............................bullet 3a 2,566,803
    bApproved for future payment
    APPELL CENTER FOR THE PREFORMING ARTS50 N GEORGE STREET
    YORK,PA17401     		  PC FEASABILITY STUDY 13,500
    BRYNES SUSAN P HEALTH515 S GEORGE STREET
    YORK,PA17401     		  PC PROGRAM SUPPORT 400,000
    CASA45 N GEORGE STREET
    YORK,PA17401     		  PC PROGRAM SUPPORT 200,000
    CULTURAL ALLIANCE OF YORK COUNTY14 W MARKET STREET
    YORK,PA17401     		  PC ANNUAL SUPPORT 400,000
    KEYSTONE KIDSPACE369 N GEORGE STREET
    YORK,PA17401     		  PC CAPITAL CAMPAIGN 400,000
    PAPPAS HOUSE253 CHERRY STREET
    YORK,PA17402     		  PC PROGRAM SUPPORT 80,000
    PARTNERSHIP FOR ECONOMIC DEV IN YORK CO144 ROOSEVELT AVENUE SUITE 100
    YORK,PA17401     		  PC CODORUS 650,000
    PENN MAR10709 SUSQUEHANNA TRAIL S
    YORK,PA17401     		  PC PROGRAM SUPPORT 250,000
    SUSQUEHANNA GATEWAY HERITAGE AREA1706 LONG LEVEL ROAD
    WRIGHTSVILLE,PA17368     		  PC PUBLIC PROGRAM SUPPORT 500,000
    YORK COLLEGE OF PENNSYLVANIA441 COUNTRY CLUB ROAD
    YORK,PA17403     		  PC CENTER FOR COMMUNITY ENGAGEMENT 225,000
    YORK COUNTY COMMUNITY FOUNDATION14 WEST MARKET STREET
    YORK,PA17401     		  PC YORK CITY ECONOMIC ECOSYSTEM BUILDER 400,000
    YORKTOWNE HOTEL48 EAST MARKET ST
    YORK,PA17401     		  PC RESOTRATION 1,000,000
    YWCA OF YORK COUNTY90 NORTH NEWBERRY STREET
    YORK,PA17401     		  PC PROGRAM SUPPORT 600,000
    Total ................................bullet 3b 5,118,500
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    POWDER MILL FOUNDATION
     
    Employer identification number

    23-7751589
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    POWDER MILL FOUNDATION
          		Employer identification number
    23-7751589
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    LOUIS J APPEL JR REV TRUST
     
    1700 POWDER MILL ROAD
     
    YORK, PA17403

    		$ 43,856


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    POWDER MILL FOUNDATION
          		Employer identification number

    23-7751589
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 INVESTMENTS, PARTNERSHIP INTEREST, NOTES AND LOAN RECEIVABLE $ 43,856 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    POWDER MILL FOUNDATION
          		Employer identification number

    23-7751589
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 30,373 15,187   15,186

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING - 140 E. MARKET STREET 2013-10-01 608,312 97,487 SL 39.000000000000 15,598 15,598    
    LAND - 140 E. MARKET STREET 2013-10-01 99,027   L   0 0    
    RENOVATIONS TO 140 E. MARKET STREET 2014-07-18 10,610 1,473 SL 39.000000000000 272 272    
    RENOVATIONS TO 140 E. MARKET STREET 2015-07-01 36,745 4,239 SL 39.000000000000 942 942    
    LAND   74,591   L   0 0    
    RENOVATIONS TO 140 E. MARKET STREET 2020-07-01 272,945   SL 39.000000000000 3,499 3,499    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WILMINGTON TRUST HOLDINGS 30,078,861 65,047,342
    COMMON FUND HOLDINGS 28,011,070 41,780,193
    AGECHEQ 50,000 50,000
    CENTRAL MARKET 65,240 65,240
    DENTSPLY 706,784 706,784
    FIRST ENGERGY CORP 82,474 82,474
    TPC TRANSFER CO. 86,781 86,781
    TRI INTERNATIONAL CHANGECHUM LIMITED 42,250 42,250
    COMMONFUND INVESTMENTS 44,242,025 41,241,703

    TY 2020 InvestmentsLandSchedule2
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING - 140 E. MARKET STREET 608,312 113,085 495,227 495,227
    LAND - 140 E. MARKET STREET 99,027 0 99,027 99,027
    RENOVATIONS TO 140 E. MARKET STREET 10,610 1,745 8,865 8,865
    RENOVATIONS TO 140 E. MARKET STREET 36,745 5,181 31,564 31,564
    RENOVATIONS TO 140 E. MARKET STREET 272,945 3,499 269,446 269,446

    TY 2020 InvestmentsOtherSchedule2
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ANTIQUE AUTOMOBILE AT COST 26,500 26,500
    INVESTMENT IN DOWNTOWN RENAISSANCE FUND AT COST 810,175 810,175
    1752 POWDER MILL ROAD AT COST 502,960 502,960
    1700 POWDER MILL ROAD AT COST 35,955 35,955
    COLLECTIONS AND POTTERY AT COST 29,450 29,450
    PARTNERSHIP INVESTMENTS AT COST 7,282,652 7,282,652

    TY 2020 LandEtcSchedule2
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 74,591 0 74,591 74,591


    TY 2020 LegalFeesSchedule
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 261,205 130,603   130,602


    TY 2020 OtherAssetsSchedule
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CONSTRUCTION IN PROCESS 3,836 0  


    TY 2020 OtherExpensesSchedule
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 10,239 0   10,239
    BAD DEBT EXPENSE 229,814 0   229,814
    BANK CHARGES 739 0   739
    DUES AND MEMBERSHIP 12,088 0   12,088
    INFORMATION TECHNOLOGY 10,254 0   10,254
    INSURANCE 9,025 0   9,025
    MISCELLANEOUS EXPENSE 14,278 0   14,278
    OFFICE EXPENSE 16,674 0   16,674
    PARKING 19,299 0   19,299


    TY 2020 OtherIncomeSchedule2
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASS THROUGH - 100 NORTH GEORGE ST. LLC -24,324 -24,324 -24,324
    PASS THROUGH - 106 CODO LLC -31 -31 -31
    PASS THROUGH - 140 EAST MARKET STREET LP -53,596 -21,612 -53,596
    PASS THROUGH - 200 CODO LLC -19 -19 -19
    PASS THROUGH - 28 CODO LLC 2,131 2,131 2,131
    PASS THROUGH - 28 CODO TENANT MANAGEMENT LLC -10,713 -10,713 -10,713
    PASS THROUGH - 44-50 W. MARKET ST LLC -14,786 -14,786 -14,786
    PASS THROUGH - CODO 106 LP -10,117 -10,117 -10,117
    PASS THROUGH - CODO 28LP 151,791 151,791 151,791
    PASS THROUGH - COMMONFUND CAPITAL STRATEGIC SOLUTIONS GLOBAL PRIVATE EQUITY -39,584 -40,111 -39,584
    PASS THROUGH - CONDO 200 LP -4,936 -4,936 -4,936
    PASS THROUGH - DOWNTOWN RENAISSANCE FUND -81,718 -80,897 -81,718
    PASS THROUGH - MARKET STREET COMMERCIAL SUBTENANT LLC 2,549 2,549 2,549
    PASS THROUGH - MARKET STREET RES. SUBTENANT LLC -52,849 -52,849 -52,849
    PASS THROUGH - MARKET STREET YORK LP -264,632 -264,632 -264,632
    PASS THROUGH - SUSQUEHANNA CO WINDUP TRUST -9,319   -9,319
    PASS THROUGH - TRACEY PARTNERS -808 -808 -808
    PASS THROUGH - VERUS REMODELING LLC -49 0 -49
    PASS THROUGH - YORK PRESERVATION MGMNT LLC -3,026 -3,026 -3,026
    PASS THROUGH - YORK PRESERVATION PARTNERS LP -6,913 -6,913 -6,913
    PASS THROUGH - YORK PROFESSIONAL BASEBALL CLUB LLC -201,020 -7,008 -201,020
    PASS THROUGH - 241 CODO, LLC -286   -286
    PASS THROUGH - 241 CODO, LP -92,627 -92,627 -92,627
    PASS THROUGH - COMMONFUND SECONDARY PARTNERS -3,617 -3,617 -3,617
    PASS THROUGH - COMMONFUND INSTITUTIONAL HIGH QUALITY BOND -11,131 -11,131 -11,131
    PASS THROUGH - COMMONFUND CREDIT SERIES -171,578 -171,578 -171,578
    PASS THROUGH - COMMONFUND SOLUTIONS GLOBAL 194,273 194,273 194,273
    PASS THROUGH - COMMONFUND CAPITAL VENTURE PARTNER XIII -56,047 -56,047 -56,047


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 259,346 259,346   0
    OTHER PROFESSIONAL 3,950 3,950   0


    TY 2020 SubstantialContributorsSch
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Name Address
    LOUIS J APPEL JR REV TRUST 1700 POWDER MILL ROAD
    YORK,PA17403


    TY 2020 TaxesSchedule
    Name:
    POWDER MILL FOUNDATION
    EIN:
    23-7751589
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IRS TAX PAYMENTS 362,832 0   0