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A Year of Transition: The Greater Harrisburg Foundation Is Now
for Enhancing Communities
2005 Report to the Community
Component Regional Foundations:
The Greater Harrisburg Foundation (est. 1920)
The Mechanicsburg Area Foundation (est. 1986)
The Franklin County Foundation (est. 1987) 200 North Third Street The Perry County Community Eighth Floor, PO Box 678 Foundation (est. 1987) Harrisburg, PA 17108-0678 for Enhancing Communities 717.236.5040 The Camp Hill Community F: 717.231.4463 Foundation (est. 1996) www.tfec.org The Dillsburg Area Foundation (est. 2004) TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 3
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for Enhancing Communities Table of Contents
Mission Statement: Letter from the Chairman and President & CEO ...... 2–3 Financial Highlights ...... 4–5 To stimulate philanthropy and enhance the quality of life in the community through accumulating, managing Funds, Trusts and Projects ...... 6–19 and disbursing financial assets, and to serve as a catalyst Management Services ...... 20 and neutral convener to meet a wide range of community needs in the south central Pennsylvania counties of The Whitaker Foundation Regional Program ...... 20 Cumberland, Dauphin, Franklin, Lebanon, and Perry, The Legacy Society...... 21 and also in the Dillsburg area. Standing Committees ...... 22–23 Statement of Philosophy: Board of Directors ...... 24–25 Staff ...... 24–25 The Foundation for Enhancing Communities:
• Stimulates innovative projects and programs and encourages collaborative approaches that address emerging or unmet needs;
• Promotes solutions that confront the causes of problems, with special emphasis on empowering the disadvantaged and the underserved;
• Reflects the diversity of our community in The Foundation’s planning, decision-making and grantmaking;
• Respects individual concerns of citizens while striving for community solutions.
Organization:
The Foundation for Enhancing Communities, a public foundation, is incorporated under Pennsylvania law as a 501(c)(3) nonprofit organization. Contributions to The Foundation are deductible to the fullest extent allowed by the Internal Revenue Code. The Foundation’s Board of Directors serves as the governing body, guided by The Foundation’s bylaws. TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 5
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Letter from the Chairman and President & CEO
The basic thought we would like to convey to you is five county region of Cumberland, Dauphin, Franklin, And we certainly have projects – 12 new ones in Our investment returns in 2003 were fourth best of all that The Foundation is no longer your grandmother’s Lebanon and Perry, as well as in the Dillsburg area. 2004 for a total of 52; from AIDS to Early Childhood community foundations in the U.S., and since we have community foundation. The foundation is dramatically Training to Equity for Gays and Lesbians to the put this investment policy into place, we rank in the top We have adopted a new name to reflect this position. different than the organization we have been through Capital Area Coalition on Homelessness, to name quartile in the same universe. Our investment returns We are now The Foundation for Enhancing Communities. the first three-quarters’ century of our existence. In the but a few. The major project we have had for the last in 2004 were 16.0% for Model E and 12.0% for Model A. past nine years, building carefully step by step on that Our assets have grown since 1996 from that $5 five years has been The Whitaker Foundation Regional Special thanks to Connie Siegel and our hard working base of 75 years, we have crafted a modern, forward million base to more than $41 million today, and in Program in which we administer on their behalf a Investment Advisory Committee for these superb results. looking, and sophisticated community foundation that 2004 we gave out more than $4 million in grants. $2 million grant program for math and science and We are sad to note that Joan Holman’s 10 year tenure is in the forefront of community foundations nationwide. economic self sufficiency. 2005 will be the final year for We have a multitude of new products, reflecting our on the board has ended. May she rest in peace. We will the program in this form, at the reduced level of We are no longer an organization with $5 million in philosophy that each donor is a unique individual. We always remember Joan’s wisdom, wry sense of humor $1 million. However, we were delighted to receive from endowment as we were in 1996, giving out less than work with our donors on this basis in establishing our and basic humanity. Bob Zullinger has also departed The Whitaker Foundation in late 2004 a $1 million $500,000 in grants annually and managing a few relationship with each of them and in making changes from The Board after three years of service. We could endowment fund, the earnings and principal of which projects. Today, following our carefully crafted growth in that relationship down the road if that should prove always count on “Mr. Franklin County” for his wise will benefit math and science programs over the next strategies and taking a number of plays from the to be advisable. Flexibility is the key to our approach. and seasoned counsel. We will miss them both greatly. 15 years. playbook of our consultants, The Greater Kansas City In addition to our traditional portfolio of endowment We have reached our current position because of a Community Foundation, a national thought leader Our investment performance deserves special mention. products, we have created non-permanent donor total team effort by our Board of Directors, committee in the field, we have evolved to a donor focused, When we put our new investment policy into place in advised funds; we have instituted arrangements whereby members, consultants, our legal counsel, Spencer multi-divisional, and flexible philanthropic organization 1996, we stated that our purpose was to obtain market we provide management services to other foundations, Nauman, and especially our very effective staff. We which works for the good of the communities in our returns over time. In turn, we indicated this meant that as well as backroom administrative services to nonprofit thank them all. But it is especially our donors to whom investments in our Model E would be roughly proportional organizations; and we have created funds which, upon we are most grateful for their continuing generosity to to the market capitalization of the U.S. Stock Market. a donor’s request, allow other approved individuals or the community. At the core it is they who make all of Index funds had demonstrated that over a long period organizations to provide investment management this possible. of time their performance would beat a high percentage services. We are increasingly exercising our capability of actively managed equity funds, and it has been our to receive non-traditional assets as charitable belief that we were not smart enough to consistently contributions, such as real estate, art, coin collections, pick in advance one or more of those active managers. closely held business stock, and the like. Increasingly in recent years we have also invested in William Lehr, Jr., Chairman We now have six regional foundations: The Greater international equity funds to provide diversification to Harrisburg Foundation, The Mechanicsburg Area the U.S. Market. For our fund holders interested in a Foundation, The Perry County Community Foundation, fixed income component, we have provided a Model A The Camp Hill Community Foundation, The Franklin in which 30% of the funds are invested in fixed income Janice R. Black, President & CEO County Community Foundation and our newest, The and 70% invested in equities. In recent years we have Dillsburg Area Foundation. allowed our fund holders to select the equity/fixed We are finding new customers, from both the Executive income mix with which they are most comfortable. and Legislative branches of the Commonwealth, to Nine years of investment performance shows Model E nonprofits who entrust us with the management of at 9.8% compared with its benchmark of 9.7%, while their endowment, to more than 60 new individuals in Model A’s 9.3% return was equal to its 9.3% benchmark. 2004, in addition to the more than 600 who had established funds in the past. TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 7
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Foundation Assets at 12/31/04 $41,769,635 100.0% Financial Highlights Other Assets Donor and Committee 0.2% Advised Funds 11,870,260 Special Projects 2.9% In and Out Funds 650,825 Field of Interest Funds McKonly & Asbury, LLP, certified public accountants, audited and endorsed without qualification The Foundation’s financial statements. Provisional Funds 392,710 6.4% Advised Funds Total Unrestricted 30.9% Statement of Financial Position (December 31, 2004 and 2003) Advised Funds Total 12,913,795 30.9% Funds 9.6% Assets 12/31/2004 12/31/2003 Designated/Restricted Funds 8,214,232 19.7% Cash and investments at market value $ 33,308,064 $ 26,828,932 Organizational/ Receivables 295,982 256,697 Split Interest Agreements (Trusts) 8,076,831 19.3% Agency Funds 11.0% Designated/ Beneficial interest in irrevocable trust 50,000 50,000 Organizational/Agency Funds 4,576,270 11.0% Restricted Funds Prepaid expenses 10,929 – Unrestricted Funds 4,024,688 9.6% 19.7% Furniture and equipment (net) 19,606 32,331 Field of Interest Funds 2,688,412 6.4% Split interest agreements 8,085,054 7,714,303 Special Projects 1,195,094 2.9% Split Interest Total assets $ 41,769,635 34,882,263 Agreements (Trusts) Other Assets 80,313 0.2% 19.3% Liabilities and Net Assets Accounts payable $ 5,737 $ 6,836 Grants payable 366,722 306,804 2004 Grants by Program Area $4,901,820 100.0% Liability to resource providers 2,678,279 2,180,198 Environmental Educational 1,331,673 27.2% Deferred revenue 18,169 – 0.3% Liabilities under split interest agreements 5,618,640 5,469,262 Math and Science 1,013,765 20.7% Religion 1.4% Net assets 33,082,088 26,919,163 Miscellaneous 747,619 15.3% Arts & Humanities Total liabilities and net assets $ 41,769,635 $ 34,882,263 Community Development 549,472 11.2% 2.9% Educational 27.2% Self-Sufficiency 403,700 8.2% Health 5.0% Statement of Activities (for fiscal years ended December 31, 2004 and 2003) Human Service 383,620 7.8% Human Service 7.8% Health 246,768 5.0% Self-Sufficiency 8.2% Support and Revenues 2004 2003 Arts and Humanities 143,351 2.9% Community Math & Science Contributions $ 8,116,637 $ 6,711,191 Religion* 66,669 1.4% Development 20.7% 11.2% Dividend and interest income 694,112 450,461 Environmental 15,183 0.3% Net gain on long-term investments 2,881,552 4,561,053
Reimbursements and other 422,660 521,253 Miscellaneous * Grants for religious purposes are awarded from Split interest agreements 2,440 153,865 15.3% Total support and revenues $ 12,117,401 $ 12,399,826 designated/restricted and donor advised funds only.
Expenses Grants and program services $ 5,329,995 $ 4,583,735 2004 Grants by Fund Type $4,901,820 100.0% General, administrative and fundraising 624,481 633,030 Total expenses $ 5,954,476 $ 5,216,765 In and Out 534,516 Advised Total Donor Advised 377,577 Other Projects 23.7% 19.4% Committee Advised 214,550 Change in net assets $ 6,162,925 $ 7,183,061 Provisional 33,228 Net assets, January 1 26,919,163 19,736,102 Advised Total 1,159,871 23.7% Net assets, December 31 $ 33,082,088 $ 26,919,163 Designated/Restricted 291,759 6.0% Designated Restricted Organizational/Agency 285,449 5.8% 6.0% Organizational/Agency Unrestricted 136,888 2.8% 5.8% Field of Interest 76,580 1.6%
Unrestricted Charitable Projects: Whitaker Foundation 2.8% Regional Program Whitaker Foundation 40.8% Field of Interest 1.6% Regional Program 2,000,000 40.8% Other Projects 951,273 19.4% TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 9
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Funds, Trusts, and Projects Funds, Trusts, and Projects
Leaders from different communities have come together to build collections of financial resources that focus on Bill and Beverlee Lehr Fund for Peggy Wagonhurst Character Recognition Fund 2000 specific geographic regions. The resulting Regional Foundations, which are component foundations of The Foundation The Harrisburg Symphony Orchestra 2004 B. Carl Wharton Fund #2 1988 This fund supports the Assistant Concertmaster chair Wildwood Lake Sanctuary Endowment Fund 1995 for Enhancing Communities, have advisory committees that bring expertise and knowledge of local issues to their of the Symphony. Robert Douglas Woldorf Youth Fund 1999 fundraising and grantmaking efforts. The Foundation's staff works with each advisory committee to ensure seamless Bill and Beverlee Lehr Fund for Theatre Harrisburg 2000 Nikki Woolf Care Fund 2000 operations and conformity to The Foundation's policies. Bill and Beverlee Lehr Fund for WITF 2003 Donor Advised Funds The following component funds, trusts, and charitable projects are held as assets of The Foundation for Enhancing Lesher Family Fund #1 1995 (Includes Donor Advised Nonpermanent, Donor Advised Arthur Mark Fund 1987 Communities. Each fund has a minimum contributions requirement of $10,000 (or $5,000 if unrestricted), which Permanent, Committee Advised, and Provisional Funds) Market Square Concerts Fund 2000 These funds offer the greatest flexibility and allow donors to is achievable over five years. Charitable trusts have a $50,000 minimum, and projects do not require a minimum William and Charlotte McClure Family Fund 1991 contribution amount. Frederick L. Morgenthaler, Jr. Fund 2000 play an ongoing role by recommending grants to charitable The Mummert Family Fund 2000 projects or organizations. To insure that all distributions New funds, trusts, and projects established in 2004 are highlighted. Please refer to our website (www.tfec.org) for the Patricia L. Murray Fund 2004 adhere to IRS guidelines, final authority for grant distribution description and purpose of each fund and project. PA Association of School Administrators Fund 2003 resides with The Foundation’s Board of Directors. Parmer Covenant Christian Academy Fund 2000 Peace Garden Fund 2000 The Greater Harrisburg Larry Adler Children’s Playroom/Parent Works Fund 1999 ACES Foundation Fund 2004 Tiby Spector Pindar Endowment Fund 2000 This fund supports the ACES Foundation mission (Americans John and Shirley Aichele Fund 1986 Foundation (est. 1920) Prowell Family Fund 2000 for the Competitive Enterprise System), which is to sponsor Marion C. Alexander Fund for the Gilbert V. Prowell Fund 2000 activities in the central Pennsylvania area to prepare students Assets (12/31/04): $32,577,339 Susquehanna Art Museum 1997 Pup's Riverfront Beautification Fund 2000 for the opportunities and responsibilities of the business world. 2004 Grants Awarded: $4,582,097 Angino Camp Sertoma (HEISEI) Fund 1995 John M. and Grace R. Reese Fund 1990 Dr. Curt and Alice Bamberger Fund 1998 Alexander Family Fund #4 1986 Agnes D. Roorbach Memorial Cancer Fund 2000 Advisory Committee: William and Ella Bates Fund 1983 Angino & Rovner, P.C. Fund 1987 William Lehr, Jr. (Chair) Ivin S. and Virginia D. Bear Fund 1997 Rotary District 7390 Rotary Youth Alice and Richard Angino Family Fund 1987 Jonathan Vipond, III, Esq. (Vice Chair) Dr. & Mrs. George P. Boucek Scholarship Leadership Conference Fund 2004 Angino Horticultural and Environmental Trust 1993 Nancy C. Aronson and Achievement Fund 2003 The fund is used to pay for the annual fees of students attending Lillian A. Hale Fund 2003 Susan M. Connell Brody Science Fund for Youth 1998 the Rotary Youth Leadership Conference from Rotary clubs in Marissa A. Angino Fund 2003 Raymond L. Gover Beryl and Bowman Brown Fund #1 1988 District 7390. Students are selected based upon financial Michael Frederick Angino Fund 2003 Leonardo Herrada Lloyd A. and Helen Nell Campbell Fund 1998 need, and awards also are given to the "best" male and Arnold Family Fund 1998 female student attending the conference each year. Linda A. Hicks Covenant Christian Academy Fund 1997 Irwin and Nancy Aronson Philanthropic Fund 1998 Ellen Brody Hughes Derry Township Recycling Committee Fund 1999 Harold and Kitty Ruttenberg Memorial Fund 2002 Auchincloss Family Fund 2000 LeRoy D. Kline Meade D. and Mary Frances Detweiler Fund #1 2000 Diane L. Sandquist Fund 1994 Joe Bedard Fund 1996 Harold A.B. McInnes Distribution Committee Fund 1985 Hannah R. Schleisner Fund 2000 Janice R. Black Fund 2004 James M. Mead Joan S. and Joseph K. Goldsmith Fund #2 1997 Hersha and Hasu Shah Fund 1998 This donor-advised fund was created by The Foundation’s Steven H. Neiman Raymond L. and Frieda J. Gover Fund 1994 Anne Whitaker Stewart Fund 1999 Board of Directors in honor of Janice Black's tenth anniversary John S. Oyler, Esq. Jim and Jean Grandon Fund #2 1994 Dr. Thomas R. Stone Fund 2001 as its President and CEO. Velma A. Redmond David Y. and Barbara B. Grove Charles L. Stoup Fund 2002 Hasu P. Shah Beatrice Leisher Blecker Fund 1997 Charitable Trust Fund 1997 Harold and Elsie Swenson Fund 2000 David A. Schankweiler William and Virginia Brody Fund 1986 Edythe L. and Terry L. Guerrant, Sr. Fund 2001 Swenson Plaza Fund 2001 Mary Webber Weston Ruth Noble Heindel Memorial Fund 2001 Brownold Family Fund 2002 Tour Ladies - AARP #3238 Fund 2004 Carole E. Yon Hempt Bros., Inc. Fund 1988 Central Pennsylvania Holocaust Education Fund 2003 The genesis of this fund began approximately 25 years ago Jewish Family Service of Harrisburg Fund 1992 Designated/Restricted Funds with five devoted AARP members who decided there should be The Charitable Fund 2004 Designated or restricted funds provide ongoing support to one Dr. George B. Kunkel Memorial Fund #1 1992 a tour committee in our local chapter #3238. Their primary The fund's purpose is to provide grants for education Samuel B. Kunkel Associated Charities Fund 1996 and health programs. or more favorite agencies or charitable causes. If an originally motives were to promote camaraderie, enjoy travel, and provide outings (with transportation) to seniors who otherwise designated charity ceases to exist or no longer fulfills its would be homebound. This fund memorializes their efforts, as mission, The Foundation can redirect support in a way that well as provides opportunities to others in our community. will achieve the donor’s original charitable purpose. TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 11
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Funds, Trusts, and Projects Teaching Philanthropy: A Family Example
Mark R. Cramer Memorial Fund 1998 Susan Peterman Kramer Scholarship Fund 2004 In 2003, Richard and Alice Angino of Harrisburg established three donor-advised permanent funds at The Foundation in the names of each of Design House Kitchens and Appliances, LLC Fund 1998 An anonymous gifting fund that recognizes the importance of their grandchildren, Lillian, Marissa, and Michael Frederick. By providing a means to teach philanthropy, the Anginos sought to instill, cultivate, Vicki and Bob Dolan Fund 2003 education in our lives, and seeks to provide learning opportunities and nourish the need for charitable giving among the younger generations of their family. These funds provide a vehicle whereby grandparents, to people of a deserving nature. parents, and the grandchildren themselves can contribute to the funds, participate in their growth, and work together to recommend appropriate Dr. David Bronstein Fund 2000 recipients for their charitable grants. Lehman Family Fund 1994 Electronic Literacy Fund 2004 The Anginos feel strongly that charitable giving and community responsibility must be This fund supports free Internet libraries — especially for non- Bill and Beverlee Lehr Fund #1 1995 taught from infancy, and that these values are as important as teaching safety, grammar, readers and beginning readers of all ages. It also helps to buy Bill and Beverlee Lehr Fund #2 2003 and mathematics. It is the Angino’s hope that this concept will span the generations, and electronic books for people who cannot afford them, pay for Michael J. Luparello Memorial Fund 1999 that Lillian, Marissa, and Michael, as adults, will continue to give charitably and eventually software to read books aloud to people with disabilities, and Mahoney Family Fund 1998 establish funds for their own children and grandchildren. teach people with disabilities how to use computers to read books. Bruce Mangione Fund 2002 Marian M. Warden Fund 2003 Rev. Dr. Raymond L. and Theresa E. Fetter Fund 2004 The McLane Family Fund 2000 This fund was established by a retired pastor and organist James M. and Elaine L. Mead Fund 2003 of Christ Lutheran Church in Elizabethtown, PA in loving Charles F. and Suzanne F. Merrill Fund 1997 memory of the Reverend Henri A. Eberly who also served Henry and Beatrice Miller Fund 1987 Christ Church. Grants from the fund shall be for special Earl and Christine Mummert Fund 2000 congregational or community projects. Martin L. Murray Fund 1992 Miles and Carole Gibbons Fund 2001 Katie Rhoads Memorial Fund 1999 Jack Usner Foundation Fund 2004 Nalbandian Fund 2004 Jack's credo while alive was, “People, places and passion Beatrice and Richard Goldsmith Fund 1988 Rotary Club of the West Shore Fund 1993 This fund was established to provide a permanent endowment make a man's journey worthwhile.” His friends and family Joan S. and Joseph K. Goldsmith Fund #1 1988 Martin M. Sacks Memorial Fund 1984 for charitable purposes. It was funded with corporate stock Safe Futures Fund 2000 established this unrestricted fund in remembrance of all those William P. Graham, III, M.D. Fund 1991 and will allow funds to be available in the long run for people, places and passions he has yet to meet. Brian and Beverly Sann Fund #2 2002 George and Brigid Grode Fund 2003 charitable purposes. Charles T. Sciotto Award for HR Excellence Fund 2002 Warden Family Fund 2004 Harrisburg Magazine Philanthropic Fund 2004 Gloria and Benjamin Olewine III Family Fund 1995 Second Anonymous Fund #1 1987 Established by Marian M. Warden in 2004, this fund serves as This fund was established by Harrisburg Magazine to provide Hersha and Hasu Shah Fund #2 2003 a vehicle for its charitable contributions in the community. Benjamin Olewine III Fund 2004 a vehicle for encouraging philanthropy among the younger Shearer Family Fund 2002 This fund was created in order to make smaller contributions generation of family members. Each of the children of John B. Harrisburg Urban Initiative Fund 2004 to charities that benefit the community at large. Shree Krishna Foundation Fund 2004 Warden, Jr., and their respective families are allocated an The mission of the Shree Krishna Foundation is to improve the amount to recommend as grants to charities of their choice. The goal of the fund is to promote the after school and other Lydia and John Oyler Fund 2003 programs of the Harrisburg School District. The fund will lives of those less fortunate – those suffering within our midst. Parmer Family Fund 1997 conduct fundraising and make grants. The Shree Krishna Foundation aims to improve the quality The Whitaker Fund for Math and Science Education 2004 Pay It Forward Fund 2004 of life of individuals and communities worldwide through This fund was established by the Whitaker Foundation to The HomeTeam Fund 2004 This fund is inspired by the movie of the same name to assist leadership or contributions in the following areas: 1) advance support "hands on learning" math and science education A group of local lifelong friends, known by many as the in financing worthy projects (especially kids and education) the quality of life of individuals through medical interventions programs over the next 15 years in Dauphin, Perry, and "HomeTeam," established this fund to honor the life of and to motivate those who benefit to PAY IT FORWARD by in India and other developing world economies; 2) reduce the Cumberland counties. Matthew D. Brightbill, or "Brite." Made possible through doing something BIG for three other people. The fund cycle of poverty and injustice rampant in U.S. inner cities and their involvement and the success of the annual "Brite 3" golf welcomes ideas for giving and additional financial support. developing world economies through education; 3) promote Field of Interest Funds international cooperation and understanding through cross outing, which benefits the Matthew D. Brightbill Memorial Let's PAY IT FORWARD, HARRISBURG! This fund enables donors to support a broad field of concern, Scholarship at Penn State University Harrisburg, the Fund's cultural social programs in the U.S. and abroad. Initiated with gifts and bequests by Hasu and Hersha Shah, the such as the environment, arts and culture, or education. The ultimate purpose is to serve the donors of Central PA Neal and Linda Rhoads Charitable Fund 2004 Foundation is an independent organization with a purpose Foundation’s Grantmaking Committee then awards grants to seeking to achieve their charitable goals by growing a This fund awards grants to various nonprofit organizations extending beyond generations and national borders. tradition of effective philanthropy. whose mission is to improve the quality of life of those they serve. charitable programs within the field of interest, and has the Siverling Family Fund 1989 flexibility within that field of interest to respond to changing Kay Sanderson Kalenak Fund 2000 Sixth Anonymous Fund 2000 community needs. Pieter C. Kooistra Memorial Fund 1999 Sutliff Family Fund 1996 Alcoa Foundation Aid Fund 2000 Mildred Allen Fund 2002 Angino & Rovner, P.C. Fund for Health and the Environment 1991 Angino Family Fund for Education and Children 1991 TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 13
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Funds, Trusts, and Projects Funds, Trusts, and Projects
Angino Family Fund for Horticulture and the Arts 1991 Linda Grass Shapiro Fund 1991 Derry Presbyterian Church Fund 2000 The Kidney Foundation of Central Pennsylvania Fund 2004 Angino Family Fund for Hunger and Homelessness 1991 Susquehanna Group Home Fund 1982 The Equity for Gays and Lesbians Fund for This fund was established to support services for those in our Auxiliary of the Harrisburg Area Dental Society Fund 1993 Bob and Kay Trewhella Fund #2 2000 the Advancement of the LGBT Community 2003 communities who suffer from kidney disease. Programs Simon and Eva Brenner Fund #2 1991 Women's Fund 2000 Family and Children's Service Fund 1987 supported by this fund include: 1) grants to assist kidney patients in financial crisis; 2) educational programs including Josephine S. Brenner Fund 1992 Youth Fund 2000 George E. Ferrey, Jr. Fund for UCP Central PA 2001 workshops, organ-donor awareness programs, and support Anson B. Campbell Fund 1989 Fort Hunter Fund 2001 Organizational/Agency Funds groups; 3) higher education scholarships for students with Capital Area Relief Effort Fund 1991 Friends of the State Museum Nonprofit organizations transfer assets to The Foundation kidney failure and/or their family members; and 4) mentor James Michael Curley Memorial Fund 2000 Collection Endowment Fund 1985 training and partnering programs. Education Fund 2000 to create an endowment fund. The fund also can accept gifts Warren J. and Alice F. Gates Fund 1997 Nancy C. Edwards Fund 2001 from other donors. These funds enable nonprofit organizations GFWC Pennsylvania Fund 1991 Helen Opperman Krause Animal Environment Fund 2000 to protect their endowment monies to meet future needs, to Girls, Inc. of Greater Harrisburg Fund 1989 Foundation, Inc. Fund 2003 Aaron S. and Sara S. Feinerman Memorial Fund 1984 ensure an ongoing source of unrestricted income, and to fulfill Goodwill Industries Fund 1986 Walter Kronicz Memorial Fund 1990 Fowler Family Fund #1 2000 their charitable missions in perpetuity. Hamilton Health Center Fund 1983 League of Women Voters of PA/Citizen Victoria A. Getty Memorial Fund 2002 John Harris/Simon Cameron Mansion Fund 1998 Education Endowment Fund 2003 Jody and Martin Grass Family Fund 1992 AIDS Community Alliance Fund 2001 Harrisburg Choral Society Fund 1986 Frances Leiter Center of the Children's Aid Greater Harrisburg AIDS Fund 2000 Allied Arts Fund #1 1989 Harrisburg Community Theatre Fund 1984 Society Endowment Fund 2001 Greater Harrisburg Movement Fund 1991 Allied Arts Fund #2 2000 Harrisburg Opera Association Fund 2001 Mental Health Association Fund 1984 Sara Haly Fund 1996 American Red Cross Fund 1984 Harrisburg Symphony Association Fund 1999 Messiah Village Fund 2002 Heads Up Fund 1990 Kara Hanlon Arnold Fund 2001 Milton S. Hershey Medical Center Music at Gretna Fund 1999 Jeremiah R. Healey Fund 1991 Art Association of Harrisburg Fund 1985 Women's Health Center Fund 1998 Ned Smith Center Operations Endowment Fund 2003 Health and Human Services Fund 2000 Aurora Club Fund 1988 Historic Harrisburg Association Operating Fund 2002 Northern Nut Growers Association Endowment Fund 2003 Alice Bishop, William, Stuart and Bethesda Mission Fund 1999 Historic Harrisburg Association, C.H.P.F. Fund 1996 Open Stage of Harrisburg Fund 1987 Barbara Allen Hench Family Fund 1985 Big Brothers/Big Sisters of the Capital Region Fund 1984 Historical Society of Dauphin County Operating Fund 2000 Opera Outreach Fund 1984 Thelma I. and Albert E. Herre Fund 1998 Bishop McDevitt Excellence in Education Fund 1985 Hospice of Central Pennsylvania Fund 1984 Parents Anonymous Fund 1984 Hershey Foods Corporation Endowment Fund 1991 Boys & Girls Club of Harrisburg Foundation Fund 2002 Humane Society of Harrisburg Area, Inc. Fund 2000 Pinnacle Health System Fund 1988 Julia M. Hershey Fund #2 1990 George Caldwell Scholarship Fund of Institute for Cultural Partnerships Fund 2000 The Program For Female Offenders Fund 2001 The Carol Mintz and James A. Heuser Fund 2000 The Boys and Girls Club of Central PA 2004 Deborah Reed Fund of Planned Parenthood of Funds of Jewish Family Service of Greater Harrisburg: Dr. George B. Kunkel Memorial Fund #2 2000 This fund was established to provide post-secondary education the Susquehanna Valley Fund 1984 Samuel B. Kunkel (Romper Day) Fund 2000 scholarships to qualified individuals. A qualified individual Jewish Family Assistance Endowment Fund 2004 REJOICE, Inc. Fund 1999 Rose Lehrman Arts Fund 1993 must be an active participant in the CLUBService, Keystone, This fund has one goal: to help people in the Greater Ronald McDonald House Charities TORCH Club, or in Junior Staff Programs at the Club. Harrisburg Jewish community who, due to illness or another of Central PA Fund 1985 Harold N. and Thelma G. Lenker Fund 2004 Recipients also must participate in the Youth of the Year hardship, are unable to temporarily pay for food, shelter, Rotary Club of Colonial Park Community Fund 2001 This fund, established through the estates of Harold N. and program and be interested in pursuing a career as a utilities, unexpected expenses and emergency repairs. This Rotary Club of Harrisburg Endowment Fund 2002 Thelma G. Lenker, is to support charitable programs benefiting Club professional. endowment fund will ensure that future generations faced the residents and community of Millersburg, PA. with economic hardships caused by job loss, illness, violent Rotary Youth Community Development Team CCU/HELP Fund 1984 Endowment Fund 2004 Sigmund A. Miller Memorial Foundation 2000 weather, etc., will be treated with the same dignity and CCU/Tri-County Fund 1989 caring support as someone coming to us today. This fund supports a perpetual program of the Rotary Club Moul/McCrone Trust Fund 2004 Center for Women's Creative Expression Fund 2002 of Harrisburg that teaches leadership and community The funds to establish the Moul/McCrone Trust Fund were Central Penn Alumni Association Fund 1987 Jewish Family Service Counseling Subsidy Fund 1999 philanthropy to selected high school juniors and seniors. This donated by the late Kathryn S. McCrone, with the specific Central Pennsylvania Youth Ballet - Jewish Family Service Family Life Education Fund 1999 Youth Community Development Team, over the course of the request that this Trust be administered by The Foundation and Marcia Dale Weary Fund 2000 Jewish Family Service Jewish Healing Center Fund 1999 school year, will learn how leadership and philanthropy can used for the purpose of advancing mental retardation programs. Children's Family Center Fund 1984 Jewish Family Service Operating Resources Fund 1999 effectively address community needs. Students learn how to prepare Requests for Proposals, evaluate grant requests, and Children's Playroom/Parent Works Fund 1984 Jewish Family Service Outreach Programs Fund 1999 James F. and Shirley P. Murray Memorial Fund 2001 award grants to the most worthy projects using earnings from Community Foundations for Pennsylvania Fund 1998 Jack, Jan and Harren Pitnick Fund 2003 Nauman Family Fund 1991 this fund. This program is in collaboration with the United Nichols-Waters Fund 1994 CONTACT Helpline Fund 1985 Way of the Capital Region, Leadership Harrisburg, Jump Street Fund 1984 Christopher J. Rakoczy Memorial Fund 1990 CPE Permanent Fund 1987 Harrisburg-area school districts, the Patriot-News, and Junior League of Harrisburg Fund 1998 Ruby Hope Fund 2001 Cumberland-Perry Association for Rotary Club members. Second Anonymous Fund #2 1987 Retarded Citizens Fund 1997 Danzante Fund 2000 TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 15
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Funds, Trusts, and Projects Funds, Trusts, and Projects
Lura Mae and Robert D. Sider Scholarship Fund A. Wesley Carr, Jr. Educational Scholarship Fund 1998 Marie and David Elias Fund 1991 Charitable Trusts (Split Interest Agreements) for St. Stephens School 1997 Jan DiMartino Delany Memorial Scholarship Fund 1996 First Anonymous Fund 1985 The Foundation manages and serves as trustee for 32 South Central Emergency Medical Services Fund 2000 Sue and Ken Dyer Foundation 1998 Frederick D. and Marianne M. Fischer Fund 1991 charitable trusts, valued at $8,076,831 (12/31/04). These Spay-Neuter Assistance Program, Inc. Fund 1988 Educational Opportunity Fund 1997 Fowler Family Fund #2 2000 trusts include Charitable Remainder Unitrusts, Charitable Tri-County Society for Children, Inc. Fund 1987 Family & Children's Services of Benjamin Franklin Trust Fund 1993 Remainder Annuity Trusts, and Charitable Lead Trusts. United Way of the Capital Region Fund 1997 Lebanon County Fund 2000 Fund for the Future 1991 University Center at Harrisburg, Inc. Fund 1995 Friendship Scholarship Fund 1995 Susie Funk Fund 1985 Donors typically establish these planned giving vehicles in Whitaker Center for Science and the Arts Fund 1994 Norma Gotwalt Scholarship Fund 2000 Walter W. Giesey Fund 1991 order to maximize the impact of their charitable gifts, receive WITF Educational Media Fund 2003 David Grady Memorial Scholarship Fund 1991 Robert Lee Gingerich Memorial Fund 1997 a lifetime income stream, and/or qualify for income, gift, Harrisburg Area YMCA Fund 2000 Harrisburg Young Professionals Scholarship Fund 2002 Jim and Jean Grandon Fund #1 1994 and estate tax benefits. Dr. Paul E. Hoffner Leadership Fund 1993 Lois Lehrman Grass Fund 1985 Funds of the YWCA of Greater Harrisburg: Roberta L. Houpt Scholarship Fund 2000 Caroline D. and Timothy C. Harrison Fund 1994 Lydia G. Auchincloss Charitable Lead Trust #1 2000 Lydia G. Auchincloss Charitable Lead Trust #2 2000 Ruth Elder Baish Fund 2001 Bill and Beverlee Lehr Lebanon Valley Hempt Family Fund 1985 Lydia G. Auchincloss Charitable Lead Trust #3 2000 Cora S. Forker Fund 2001 Scholarship Fund 2002 Jean Henson Fund 1985 Lydia G. Auchincloss Charitable Lead Trust #4 2000 Julie D. Forker Fund 2001 Bill and Beverlee Lehr Scholarship for Marie and Albert Herbert Fund 1988 Lydia G. Auchincloss Charitable Remainder Unitrust 2000 Patricia G. Foulkrod Fund 2002 Gonzaga College High School 1998 Julia M. Hershey Fund #1 1990 Evan & Marguerite Bostdorf Charitable Margaret Royal Hudson Fund 2001 Leon I. Lock and Barbara R. Lock Scholarship Fund 1997 Julia M. Hershey Fund #3 1998 Lyons Family Scholarship Fund 2001 Martha Bulkley Hostetter Fund 2000 Remainder Unitrust 2001 Nancy and Dave Lenker Fund 2004 Clyde M. McGeary Fund 2000 Robert Hostetter IRIE Fund 1987 Dr. Maury Brenner Charitable Remainder Unitrust 2001 This fund was established by the Lenker family to support McInroy-Sheffer People Trust Fund 1997 Carlton and Shirley Hughes Fund 1988 Dr. David Bronstein Charitable Remainder Unitrust 2000 in perpetuity the important work of the YWCA of Greater Lois and Bernard Forner Charitable Harrisburg, including its programs at Camp Riley. Leo F. Moro Memorial Baseball Scholarship Fund 2000 Clifford L. and Jean Jones Fund 2000 Pennsylvania House of Representatives William C. Keller Fund 1989 Remainder Unitrust 2001 Grace M. Pollock YWCA Children's Fund 2001 Scholarship Fund 2003 S. Lawrence and Dorothy Koplovitz Fund 1986 Donald Freedman Charitable Remainder Unitrust 2000 The Remembrance Fund 2001 Oliver Rosenberg Educational Trust Fund 2000 Bill Lehr Fund for GHF President's Rapid Response 1999 Robert D. Hanson Charitable Remainder Unitrust #1 2002 Evelyn Reid Sears Fund 2002 Joseph C. Shevock Fund 2000 Margaret B. Masters Fund 1985 Robert D. Hanson Charitable Remainder Unitrust #2 2003 YWCA of Greater Harrisburg Fund 1985 Joseph T. Simpson Memorial Scholarship Fund 1989 Donald McCormick Fund 1973 Dora K. Kanarr Charitable Remainder Annuity Trust 2002 Margaret D. Kooistra Charitable Remainder Unitrust 1998 Scholarship Funds Joseph L. and Vivian E. Steele Fund 1987 Susan M. B. McGann Fund 1985 Jack and Edna May Yost Scholarship Fund 2003 The Mead Fund 1996 John H. Krell Charitable Remainder Unitrust #1 1997 Donors establish scholarship funds to benefit students at all Frank Menaker and Romaine Sadler Menaker Fund 1998 John H. Krell Charitable Remainder Unitrust #2 1997 educational levels. Some donors choose to act as advisors, Unrestricted Funds Sigmund Miller Fund 2000 George M. and Mary A. Leader Charitable A relatively small percentage of The Foundation’s assets reside while others appoint committees to select recipients. If the Sondra Stark Osler Fund 1988 Remainder Unitrust 1999 donor chooses, The Foundation also can select recipients and in unrestricted funds, which the Board of Directors allocates to Parker Family Fund 1996 Bill Lehr Charitable Remainder Unitrust 2000 manage the entire application and award process. Scholarship support critical projects within our service area (Cumberland, Patriot-News Company Fund 2000 Emily H. Lehr Charitable Remainder Unitrust #1 1998 Emily H. Lehr Charitable Remainder Unitrust #2 1998 recipients are eligible to have their awards matched up to a Dauphin, Franklin, Lebanon, and Perry Counties, and in the Stephen Reed Fund 1994 Emily H. Lehr Charitable Remainder Unitrust #2A 1999 dollar-for-dollar basis by AES/PHEAA’s PATH (“Partnerships Dillsburg area). Donors establish these permanent funds to ensure H.E. Rohrer, Jr. Memorial Fund #1 1986 Emily H. Lehr Charitable Remainder Unitrust #3 1998 for Access To Higher Education”) Program. that grants will be available for the most current community needs. Hannah Sachs and Benjamin Cantor Fund 1978 Brian and Beverly Sann Fund #1 1996 Leon I. Lock Charitable Remainder Unitrust 1998 Leroy G. Adams Fund 1991 Angino & Rovner, P.C. Unrestricted Fund 1987 Alyce and Morton Spector Philanthropic Fund #1 1995 Mr. and Mrs. Harold McInnes Charitable B.F. Anonymous Fund 1988 Dorothea and Raphael Aronson Fund 1994 Edward. J. Stackpole Fund 1983 Remainder Unitrust 2001 G. Thomas Balsbaugh Memorial Scholarship Fund 1996 Henry Boozer Fund 2000 Synodinos Family Fund 2000 Polar Bear Charitable Remainder Unitrust 1992 Robbie Barron Memorial Fund 1996 J. William Bowman Fund 1989 Third Anonymous Fund 1993 Harry W. and Nancy Reist Preis Ivin S. and Virginia D. Bear Fund 1997 Beryl and Bowman Brown Fund #2 2000 Bob and Kay Trewhella Fund #1 1994 Charitable Remainder Annuity Trust 2003 Friends of Megan Bolton Memorial Fund 2003 Commonwealth National Bank Fund 2000 Jonathan Vipond, III and Tim E. Bunner Fund 2000 Neal and Linda Rhoads Charitable Simon and Eva Brenner Fund #1 1988 Jeffrey Crist Memorial Fund 2000 Timothy and Mary Webber Weston Fund 2000 Remainder Unitrust 2002 Anthony Britton Athletic Memorial Scholarship Fund 2002 Meade D. and Mary Frances Detweiler Fund #2 2000 B. Carl Wharton Fund #1 2000 Second Anonymous Charitable Remainder Unitrust 1997 Nancy E. Budd Memorial Scholarship Fund 2000 Dr. and Mrs. William Tyler Douglass, Sr. Patricia B. Cameron Scholarship Fund for Memorial Fund 1991 St. Stephen's Episcopal School 1997 TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 17
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Funds, Trusts, and Projects Funds, Trusts, and Projects
Shaver - Roussel Charitable Remainder Unitrust 1999 The Ronald H. Brown Charter School Project 2002 Harrisburg Urban Initiative Project 2004 Pennsylvania House Speaker’s Ball 2004 Stephen F. Spector Charitable Remainder Unitrust 2002 Capital Area Coalition on Homelessness 2001 The goal of the project is to promote the after school and other The purpose of this project is to fund the costs of operating and J. Wayne Tisdale Charitable Remainder Unitrust 1998 Capital Campaign Review Board 1993 programs of the Harrisburg School District. The project will promoting the annual Speaker’s Ball, proceeds of which fund Simon Zimmerman Charitable Remainder Unitrust 2003 conduct fundraising and make grants. the PA House of Representatives Scholarship Program and Community Investment Initiative 2004 other eligible charitable efforts. The goal of this project is to identify the region’s critical issues Charitable Projects and Community Initiatives Harry V. Pfautz Memorial Field Project 2004 and maximize the impact of The Foundation and community The Foundation manages projects that provide charitable The purpose of this project is to renovate and create a full-size Pennsylvania House Speaker’s Portrait Unveiling Project 2004 resources on these problems. As a synthesis of existing data benefits within the community. Because TFEC is the fiscal hockey field at Susquenita High School in honor of Harry V. The civic purpose of this project is to raise the public awareness and information from a number of studies conducted by sponsor, gifts for a project are deductible for federal tax Pfautz, who was an osteopathic physician in the town of of the Gallery of Speaker Portraits in the Pennsylvania State organizations throughout the region, it will be a tool to help Duncannon for 52 years. The project includes the preparation Capitol. The project also supported a fundraising gala at the purposes. Project agreements provide that TFEC can pay for determine key areas of concern regionally and at the county of the ground area, installation of sod, seed, and drainage Capitol in October 2004. eligible expenses related to accomplishing the project’s goals. level, and to target their root causes through donor-focused pipes, field fencing and a scoreboard. philanthropy and collaborative partnerships. Net proceeds can be added to a TFEC fund or distributed to Rotary Club of Harrisburg YCDT Operating Account 2004 Interfaith Health Program Strong Partners Program 2003 another charitable organization. Project funds do not accrue Concertante Chamber Players 2001 The YCDT (Youth Community Development Team) was selected Interfaith Health Strong Partners Project 2003 interest while in the project. TFEC provides objective fiscal Delta Dental Program for the Disadvantaged 1994 as the Rotary Club of Harrisburg’s Centennial Project in honor Kresge Workshop 2001 of 100 years of Rotary. It is a youth philanthropy program oversight in order to ensure legal and accounting compliance. Donor Impact Project 2002 Leave A Legacy - Harrisburg 2001 conducted monthly during the academic year to teach juniors Early Childhood Training Institute Fund 2000 Leave a Legacy - Lebanon 2001 and seniors from City high schools about leadership, philanthropy, America's Promise Alliance of the Greater EGAL - Feasibility Study 2002 volunteerism, and community service. Through the establishment Harrisburg Region Fund 2000 Northern York Community Services Foundation 2004 of an Endowment Fund, this project will be supported in Embracing Global Women 2004 2004 The purpose of this project is to collect funds and construct a Aventis Diabetes Registry Project 2004 perpetuity for the benefit of generations of future leaders. Embracing Global Women (EGW) was organized to educate, community center in Dillsburg. This project is intended to improve the health outcomes for promote cultural awareness and to contribute to American The Whitaker Foundation Regional Grant Program 2000 persons with diabetes, to improve self-management skills to History through the eyes of women. The focus of the program PA Art & Literacy Project 2004 United States Colored Troops Project 2002 attain A1C levels below seven, and to launch a community- is to highlight the common threads that bind women throughout These funds are meant to promote literacy from childhood wide awareness campaign about the importance of diabetes the world and to explore the cultures, cuisines and traditions WLG Project 2004 through adolescence through a variety of projects in the control. Partners in this project include the Penn State College of of women representing countries from the seven continents. Each William Lloyd Garrison Bicentennnial Committee. This project Harrisburg Region. Medicine, Hamilton Health Center, and Pinnacle Health System. year EGW sponsors a day-long conference titled “Celebration of commemorates the life and achievements of abolitionist, feminist, Global Women.” A highlight of that conference is a day of learning Janna April Becker Memorial Fund Project 2003 pacifist, and newspaper editor and publisher, William Lloyd that focuses on a health issue that disproportionately affects women. Peacemaker Award 2004 Garrison. The project educates the general public on the role This project encourages the youth of the City of Harrisburg Joseph Daniel Beigh Memorial Firefighters Fund Project 2004 The 2004 health focus is multiple sclerosis and lupus. Mr. Garrison played in abolishing slavery in America and This project was established by the Beigh family in memory School District to recognize the value of working together to advancing human rights. of Joseph Daniel Beigh, who passed away at the age of 22 as Equity for Gays and Lesbians Partnership Fund 2000 create a peaceful environment in their schools. a result of a motorcycle accident. Joe's greatest passion was FAB Project 2004 2004 volunteering his time to the Washington Fire Company No. 1 The Fall Achievement Benefit (FAB) is an annual fundraiser and to the Silver Spring Community Fire Company. He loved that contributes to The Greater Harrisburg Foundation's the satisfaction of helping his community and thrived on the Equity for Gays and Lesbians Partnership (EGAL) Fund, camaraderie of his fellow firefighters, forming a bond known which awards grants to nonprofit organizations that serve the only to the men and women who serve in this form of LGBT community in a seven-county area of Central PA. volunteerism. The project recognizes the importance of these EGAL is a partner of the National Lesbian and Gay brave individuals, and seeks to provide apparatus and training Community Funding (NLGCF) Partnership and has raised to fire companies in need. over $100,000 in local funds which were matched dollar-for- dollar by the NLGCF. Best 50 Women in Business Scholarship 2002 George P. Boucek Scholarship Program 2002 Greater Harrisburg AIDS Fund - Housing Initiative 2001 Greater Harrisburg AIDS Fund - Project Match 2000 Brite3 Golf Tournament 2004 This project supports a charitable golf tournament that Greater Harrisburg AIDS Fund - Project Match 2003 2003 ultimately benefits the HomeTeam Fund. The HomeTeam Greater Harrisburg AIDS Fund - Quilt Project 2000 Fund was established to honor the life of Matthew D. Greater Harrisburg AIDS Fund - Brightbill, or "Brite," and benefits the Matthew D. Brightbill RWJ - African-American Initiative 2000 Memorial Scholarship at Penn State University Harrisburg. TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 19
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Funds, Trusts, and Projects Funds, Trusts, and Projects
Mechanicsburg Area Organizational/Agency Funds Franklin County Foundation (est. 1987) Iva Jean Morrow Fund 2004 Foundation (est. 1986) Mechanicsburg Area Meals on Wheels Fund 2001 Ms. Morrow had a special love for children. She taught Assets (12/31/04): $5,915,232 elementary school and specialized in building reading skills. Mechanicsburg Area Public Library Book Fund 2000 2004 Grants Awarded: $170,591 Her fund is specifically to be used for programs that benefit Assets (12/31/04): $2,098,087 Wildcat Foundation Fund 1999 2004 Grants Awarded: $83,022 children with handicaps or other special needs. Scholarship Funds Advisory Committee: Advisory Committee: Erik J. Fullas Scholarship Fund for Wrestlers 1998 Robert G. Zullinger (Chair) Organizational/Agency Funds Foster M. Berkheimer (Chair) Ken and Romaine Kauffman Scholarship Fund 1996 Harold Brake Capitol Theatre Fund 2002 David B. Coover Mechanicsburg Area High School Alumni Association Thomas G. Burkey Friends of Robert Kennedy Memorial Philip J. Dolson, Sr. Educational Scholarship Fund 1996 George S. Glen, Esq. Presbyterian Church Fund 2004 Tita Eberly Dawn Keller Charles Shields Scholarship Fund 2004 Established in 2004, this fund provides an endowment for Howard R. Greenawalt Leroy S. Maxwell Jr. The Mechanicsburg Area School Board and the Professional the maintenance and preservation of a beautiful, historic Carolyn Miller Juanita Guise Staff of The Mechanicsburg Area School District to honor church building and cemetery, providing a living memorial to Linda Mohler Humes Charles E. Shields, Superintendent of Schools, established the Gail Reeder the ancestors of Welsh Run, PA, and now a community center Mary Alice Mumma Charles E. Shields Scholarship Fund. Mr. Shields served the Charles G. Schlichter, Jr. for use and enjoyment of the community. Milton R. Weber school district with distinction for 37 years from 1949 to 1986. John McD. Sharpe, Jr., Esq. Scholarship Funds Designated/Restricted Funds He was a science teacher for five years and an administrator Designated/Restricted Funds for 32. The last 22 years of his tenure were as Superintendent Beistle Company Scholarship Fund 1998 Dolores Y. "Dolly" Berkheimer Fund 1998 Harold L. and Dolores K. Brake Fund 1997 of Schools. His dedication, integrity, inspiring leadership, Chambersburg Fannett-Metal School Foster M. Berkheimer Fund 1998 Cumberland Valley Humane Animal Fund 1996 standards of excellence, and compassionate qualities, helped District Scholarship Fund 1998 Lillian E. Eakin Fund 1998 to make The Mechanicsburg Area School District an Dwight M. Edwards Fund 2000 Chambersburg High School Class of 1963 Fund 1999 I.S. and Anna Mary Eberly Fund 1992 Outstanding Educational Institution. Jeryl C. and Carolyn K. Miller Family Fund 2000 Henry and Janet Guarriello Scholarship Fund 1999 I.S. and Anna Mary Eberly Fund for Union Church 2000 T.K. Nitterhouse Memorial Park Fund 2004 Gordon B. and Josephine Hewlett Memorial Fund 2000 Greenawalt & Company, P.C., Singiser Family Fund 2002 This fund was established to maintain and improve the Nellie J. Ward Sleichter and Frances F. Sleichter Certified Public Accountants Fund 1995 Mary E. Wrightstone Memorial Fund 2004 Bent & T.K. Nitterhouse Memorial Park in Chambersburg, PA. Memorial Fund 2002 Vera and Richard Hupper Fund 1990 Mary E. Wrightstone served as a church volunteer for 51 years. The park was donated by Nellie and T.K.'s daughter, Tanya, Soroptimist International of Chambersburg Norman D. Keefer Family Fund 1997 This fund is to provide students who pursue music, especially and was part of the Nitterhouse family farm. The park is Scholarship Fund 2001 Konhaus Fund #1 1997 church music or church organ music, with a scholarship to owned by the Chambersburg Youth Soccer Association and MASD Northside Elementary School assist with their lessons, sheet music, practice carrels, and other consists of five playing fields and a 1.2 mile perimeter trail, Unrestricted Funds Student Aid Fund 2001 needs associated with their studies. all surrounded by the lovely Conococheque Creek. Chambersburg Fund 1987 Mechanicsburg Presbyterian Church Fund 2001 Franklin County Combined Fund 1987 Unrestricted Funds J. Ward Sleichter and Frances F. Sleichter Frank B. Mumma Family Fund 2000 Memorial Fund 2002 Riley Memorial Fund 1996 Eberly Lumber Co. Fund 1988 New Hope Ministries Mechanicsburg Branch Fund 2000 Norman and Lois Sollenberger Fund 1991 Schlichter Family Fund 1987 Mildred G. Eshleman Fund 2000 Ellen S. and John F. Page Fund 1999 Charles Oaks Wood, Jr. & Sharpe Family Fund 1999 Mechanicsburg Area Combined Fund 2000 Russell and Myra Prowell Fund 2000 Carolyn McDowell Wood Trust #1 2001 Charles Oaks Wood, Jr. & Mechanicsburg VNA Fund #1 1989 Louise Nailor Shelley Fund 2002 Robert and Linda Zullinger Fund #3 1998 Carolyn McDowell Wood Trust #2 2001 Marjorie and Linda Mohler Fund 2000 Jane B. Shields Memorial Fund 1993 Charitable Projects Milton and Phyllis Weber Fund 2000 Mary Eugenia Koller Peters Fund 1998 Donor Advised Funds William R. Ritter Fund 1992 Thomas G. & Nancy H. Burkey Fund 2001 Capitol Theatre Center Project 2002 Donor Advised Funds Pam and Ed Rogers Fund 2001 W. Paul and Mary C. Mummert Family Fund 2000 Franklin County Foundation Grant Seminar 2001 Jerry and Donna Nailor Fund 2003 Elizabeth G. Sampson Fund 1998 Edmund C. Wingerd, Jr. Award Fund 2002 Rotary Club of Mechanicsburg Fund 2000 Paul T. and Violena Shearer Fund 2000 Robert and Linda Zullinger Fund #2 1990 Ronald and Lenora Stern Fund 1996 Jacqueline W. Yeager Fund 2000 Field of Interest Funds Field of Interest Funds Charitable Project Dr. Charles and Elizabeth Bikle Fund 2003 Fourth Anonymous Fund 1994 Mechanicsburg Area Foundation Grant Seminar 2001 Crist-Rossman Fund 1987 Florence E. Kildare Fund 1991 Blair and Miriam Paden Fund 1998 Seidle Memorial Hospital Auxiliary Fund 1996 Town Pride Fund 2003 TFEC-103_annual_f.qxd 4/20/05 5:29 PM Page 21
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Funds, Trusts, and Projects Funds, Trusts, and Projects
Perry County Community Scholarship Funds Camp Hill Community Dillsburg Area Foundation (est. 2004) Foundation (est. 1987) Foundation (est. 1996) Carrie and George Lyter Scholarship Fund 2004 Assets (12/31/04): $3,602 2004 Grants Awarded: $– Assets (12/31/04): $805,696 The income from this fund will be used to assist students who Assets (12/31/04): $369,679 2004 Grants Awarded: $41,236 attend Greenwood High School, Newport School District, 2004 Grants Awarded: $24,874 Susquenita High School and West Perry School District and Advisory Committee: Advisory Committee: who will be entering a four-year program in the area of Advisory Committee: R. Jay Young (Chair) Elementary or Middle School Education with emphasis on James Marley (Chair) David W. Reager (Chair) Mike Adams science or mathematics. Elaine N. Blass (Secretary) Pat Anastasio (Vice Chair) Peter Batchelar Alan Bower Lee C. Morrissey Fund 1991 Elaine N. Blass (Secretary) Lee E. Eichelberger Nancy Bratton Jayne Abrams Tom Gruber Dr. Harry V. Pfautz Memorial Scholarship Fund 2004 Anne Chappelka Eleanor Allen George Jackson Dr. Pfautz was an osteopathic physician in the town of Alan Kauffman Susan M. Connell Duncannon for 52 years. He passed away suddenly on June 3, Brian D. Becker Larry Klase Ann Councill 2003. Dr. Pfautz not only had a love for medicine, but he also Nancy Besch Ron Wenger Lenus A. Haines had a love for nature. He was born and raised on a farm in Carlyn Chulick Allen E. Hench Lancaster County and never lost his compassion for the earth. Martin J. Coan Unrestricted Fund Carson E.R. Holman When not practicing his trade, he would often be seen working Henry Cohen Nancy Karlik Surridge in his garden and planting grass. In his later years, he was Mayor Douglas Morrow Dillsburg Area Fund 2004 This fund supports the mission and objectives of the Dillsburg George L. Lyter, Jr. often seen planting beloved ornamental trees. This scholarship, Sen. Hal Mowery Area Foundation, and provides a vehicle to aggregate unre- Jeff Mattern established by his daughters, will support Susquenita High Cassandra Pepinsky stricted gifts of any size for the most current community needs. James R. McLaughlin School students who demonstrate the same type of desire and love that he did for the earth. Designated/Restricted Funds Lane Partner Ellie and Heath Allen Fund 2000 Charitable Project Meredith Schuler Ruth Cook Pfautz Memorial Scholarship Fund 2003 Camp Hill Environmental Education Fund 2001 Virginia Ticehurst Dillsburg Area Revitalization Project 2004 Unrestricted Funds Bob Gabel Firefighter Fund 1996 This project enables residents and area businesses to donate Honorary Members: Roger and Anne Chappelka Fund 2000 Donor Advised Funds funds toward the revitalization of Dillsburg. Projects such as Joan Holman Thomas J. Donaghy Fund 1993 Shelley and Ted Adler Family Fund 2002 providing coloniallighting, benches, streetscaping, restoration The Hon. William Moore Fowler Family Fund #3 2000 Shelley and Ted Adler Family Fund II 2003 of store fronts, and turn of the century fixtures are a few of the Donald L. Taylor and Adele Taylor Fox Fund 1988 focus areas of the project. Designated/Restricted Funds Davis Family Fund 2001 Richard and Adele Fox Family Fund 1988 Reager & Adler, PC Scholarship Fund 2003 Buffalo Foundation Fund 2004 Haines Foundation Fund 1997 Reager Family Fund 2001 This fund was established by Harry E. Kistler, the Newport Allen E. & Ellen P. Hench Fund 2002 Reager Family Fund II 2003 Buffalos’ number one sports fan, to benefit the sports programs Joan and Allan Holman Fund 1987 and other activities of the Newport School District. David and Patsy Karns Fund 2003 Organizational/Agency Fund Arthur and Bertha Landis Fund 1987 Center for Independent Living of Central PA Fund 2002 Konhaus Fund #2 1997 Donald L. and Anna Marie Lightner Fund 1992 T. Luke and Elizabeth H. Toomey Fund 1990 Unrestricted Fund Josephine S. & Walter T. Margetts Jr. Fund 2001 Frank E. Tressler Fund 1990 Camp Hill Community Foundation Fund 2000 Jim and Melinda Marley Fund 2002 Field of Interest Funds Senator William and Sally S. Moore Fund 1991 Justin Allen Eppley Memorial Fund 1998 Perry County Combined Fund 2000 Charles P. Pennell Family Fund 1987 H.E. Rohrer, Jr. Memorial Fund #2 1986 Organizational/Agency Funds Gladys P. Stephenson Fund 2000 Newport Public Library Fund 1997 Rose Wright Fund 1987 Perry County Council for Arts – C. Richard Charitable Project and Arletta Gregg Fund 2000 Perry County Community Grantwriting Seminar 2001 TFEC-103_annual_f.qxd 4/20/05 5:30 PM Page 23
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Management Services The Legacy Society
Beginning in 2004, TFEC introduced a new product in order to assist independent foundations. Through a The Legacy Society recognizes those donors who have named either an existing fund or a future fund of The comprehensive management agreement, TFEC can perform essentially all internal functions for independent Foundation as a beneficiary of their estate plan or other planned gift. Typical commitments include qualified foundations, providing a proven and ready-made structure that other foundations can adopt and incorporate as retirement plans (IRA, 401K, pensions), life insurance, bequests in wills, and charitable trusts. We extend our their own. The independent foundations retain legal ownership and control of their assets, and they maintain their gratitude to these individuals for their foresight and generosity. own governing bodies. TFEC can be contracted to provide administrative, investment, grantmaking, and transactional services, and within TFEC’s accounting system, each independent foundation can establish separately named funds. Lydia Auchincloss Jerrold W. Martin Sloan and Susan Auchincloss Margaret B. Masters (Note: TFEC is not chartered as a bank or investment services company, and therefore cannot provide investment William Banks James M. and Janet M. Maynard Evan R. and Marguerite H. Bostdorf Harold A.B. McInnes services except as part of a comprehensive management agreement.) Dr. Maury Brenner John J. and Shirley A. McKee Dr. David Bronstein Wayne and Susan Mountz As of December 31, 2004, TFEC provided management services to the following foundations: A. Wesley Carr, Jr. Harry W. and Nancy Reist Preis • Central Pennsylvania College Educational Foundation Marie Graupner Elias Leona Rapoport • Shree Krishna Foundation Dr. Donald Freedman David and Jeanne Reager Edward and Alice Girvin Neal and Linda Rhoads • United Way Foundation of the Capital Region Joseph K. and Joan S. Goldsmith Helga Rist Raymond L. and Frieda Gover Diane L. Sandquist James E. Grandon, Jr. Charles G. Schlichter, Jr. Lois Lehrman Grass Paul V. Shaver and Patricia Roussel The Whitaker Foundation Regional Program Robert D. Hanson Walter W. Shearer Carol and James Heuser Conrad M. and Gail Siegel Martha Hostetter R.E. and Glenda S. Singiser Robert Hostetter Mr. and Mrs. Stephen F. Spector Michael E. Knaub Jennifer Steigelman Since 2000, The Foundation for Enhancing Communities has administered the regional grantmaking of The Kenneth S. Knowlton Mary Alice and Larry W. Stoops Whitaker Foundation, based in Rosslyn, VA. Mr. U.A. Whitaker, founder of AMP Inc., established the foundation Margaret D. Kooistra Elsie W. Swenson John and Julia Krell J. Wayne Tisdale in 1975 primarily to support biomedical engineering research worldwide. However, given Mr. Whitaker’s local roots, George and Mary Jane Leader Marilyn Lee Urie a funding component also was established that supports charitable organizations and projects in central Jan and Rick Le Blanc Gale Wenk du Pont Emily H. Lehr Wallace and Lois Willig Pennsylvania. In 2004, this local component granted $2 million: $1.5 million for math and science education William Lehr, Jr. Simon Zimmerman programs; and $500,000 for economic self-sufficiency programs. Leon I. Lock Robert G. and Linda M. Zullinger Carrie and George Lyter, Jr. 2005 marks the final year of funding from the Whitaker Foundation Regional Program. $750,000 will be granted for math and science programs and $250,000 for economic self-sufficiency programs.
Whitaker Foundation Regional Program Committee: William Lehr, Jr., Community Volunteer (ret. Hershey Foods) (Chair) Raymond Gover, Community Volunteer (ret. The Patriot-News Company) Harold A. B. McInnes, Community Volunteer (ret. AMP, Inc.) Jonathan Vipond III, Esq., Buchanan Ingersoll PC Nathan H. Waters, Jr., Esq., Harrisburg School District Mary Webber Weston, Webber Associates TFEC-103_annual_f.qxd 4/20/05 5:30 PM Page 25
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Standing Committees Standing Committees
We are grateful to the many volunteers who give of their time and expertise on behalf of our organization. Investment Advisory Committee Professional Advisors Council (The Chairman and President & CEO serve Ex Officio on all committees.) Conrad M. Siegel, Conrad Siegel Actuaries (Chair) Richard W. Stevenson, Esq., Glen F. Bergert, Venture Capital Management LLC McNees Wallace & Nurick (Chair) AIDS Fund Advisory Committee EGAL Advisory Committee (Equity for Gays And Lesbians) Robert E. Caplan, FMA Advisory, Inc. Robert E. Caplan, CFA, FMA Advisory, Inc. Jonathan Vipond III, Esq., Buchanan Ingersoll PC (Chair) Ben Dunlap, Jr., Esq., Nauman, Smith, Frederick Fischer, Fischer Financial Services, Inc. Robert R. Church, Esq., Keefer Wood Allen & Rahal, LLP Patsi Albright, Pinnacle Health Systems Shissler & Hall (Co-Chair) Howard Hamann, Community Volunteer Michael B. Devlin, CPA, Boyer & Ritter Robert P. Haigh, Lancaster Osteopathic Foundation Ellen Brody Hughes, WITF, Inc. (Co-Chair) Leonardo Herrada, Herrada & Associates Donald E. Failor, CLU, Northwestern Mutual Life Ins. Sylvia Hepler, South Central PA AIDS Planning Coalition Carl Bacon, Parents & Friends of Lesbians And Gays Peter J. Ressler, Esq., Mette, Evans & Woodside Frederick D. Fischer, Fischer Financial Services, Inc. Ellen Brody Hughes, WITF, Inc. Melinda Eash, Riegler & Scheinbold Hasu Shah, Hersha Enterprises Inc. Donald M. Healey, John Hancock Mutual Life Insurance Co. Jeannine Peterson, Capital Region Michael Greenwald, WITF, Inc. Jonathan Vipond III, Esq., Buchanan Ingersoll PC Steven M. Hoffman, CPA, KPMG, LLP Health System at Hamilton Frank Hebert, Community Volunteer Anthony White, Susquehanna Area Richard K. Hoskinson, Esq., Hoskinson & Wenger Health Center Peggy Lichty, Peggy Lichty & Associates Regional Airport Authority Robert J. Langan, CFS, CSA, Wienken & Associates Marc-Carroll Rigel, Community Volunteer Steven H. Neiman, Neiman Group Renee L. Lieux, Esq., Nauman, Smith, Shissler, & Hall Jennifer Steigelman, Jewish Federation of Greater Harrisburg Carol Reisinger, Common Roads Marketing Committee LeRoy (Tucker) S. Maxwell Jr., Esq., Maxwell Law Offices Dr. Lisa Tkatch, Pinnacle Health System Marc-Carroll Rigel, Community Volunteer John S. Oyler, McNees Wallace & Nurick (Chair) Elizabeth P. Mullaugh, Esq., McNees Wallace & Nurick Jeffrey Welshans, PHEAA Bob Fell, Pavone Spencer G. Nauman, Jr., Esq., Asset Development Committee Robert Hostetter, The Hostetter Group Nauman, Smith, Shissler, & Hall Nancy C. Aronson, Capitol Commercial Corp. (Chair) Finance & Administration Committee Nicholas D. Hughes, Business Consultant Peter J. Ressler, Esq., Mette, Evans & Woodside Stephen M. Altland, Mellon Bank Leonardo Herrada, Herrada & Associates (Chair) Jack Jurasits, Community Volunteer Elyse E. Rogers, Esq., Keefer Wood Allen & Rahal, LLP James D. Cameron, Esq. Dorothea Aronson, Service Oil Co. Mary Kay McLane, National Prescription Administrators Kevin M. Scott, Esq., Saul Ewing, LLP Wesley Carr, Jr., Liberty Financial Services Hasu P. Shah, Hersha Enterprises, Inc. Steven H. Neiman, Neiman Group Stanley A. Smith, Esq., Rhoads & Sinon, LLP Raymond Gover, Community Volunteer Anthony White, Susquehanna Area Sallie Parker, Community Volunteer Vicky Ann Trimmer, Esq., Mette, Evans & Woodside (ret. The Patriot-News Company) Regional Airport Authority David Schankweiler, Journal Publications LeRoy D. Kline, Delta Development Group, Inc. Carole E. Yon, PNC Advisors Real Estate Advisory Committee Harold A. B. McInnes, Community Volunteer Grantmaking Committee Gary L. Nalbandian, Commerce Bank (Chair) (ret. AMP, Inc.) James M. Mead, Community Volunteer James R. Adair, Adair Construction Services Edmund G. Myers, Johnson, Duffie, Stewart & Weidner (ret. Capital Blue Cross) (Chair) J. Stephen Feinour, Esq., Nauman, Smith, Shissler & Hall James A. Smeltzer, Seligman Friedman & Co. Susan M. Connell, Community Volunteer Robert C. Grubic, Herbert Rowland & Grubic Morton Spector, Design House Kitchens & Appliances Linda A. Hicks, PA Dept. of Public Welfare Randall G. Hurst, Esq., Mette, Evans & Woodside Timothy H. Sutherland, Money Concepts Ellen Brody Hughes, WITF, Inc. LeRoy D. Kline, Delta Development Group, Inc. Jonathan Vipond III, Esq., Buchanan Ingersoll PC LeRoy D. Kline, Delta Development Group, Inc. Spencer G. Nauman, Esq., Nauman, Smith, Shissler & Hall Mary Webber Weston, Webber Associates Harold A.B. McInnes, Community Volunteer John S. Oyler, Esq., McNees Wallace & Nurick (ret. AMP Inc.) George A. Parmer, Fine Line Homes Audit Committee Dr. Claude E. Nichols, Physician (retired) Peter J. Ressler, Esq., Mette, Evans & Woodside Jonathan Vipond III, Esq., Buchanan Ingersoll PC (Chair) David Schankweiler, Journal Publications John R. Laudeman , CPA, CFP, Beard Miller Company LLP Carole E. Yon, PNC Advisors TFEC-103_annual_f.qxd 4/20/05 5:30 PM Page 27
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Board of Directors Board of Directors Seated (left to right): Consultants to Board of Directors: Spencer Nauman, Jr., Esq., Partner, Nauman, Smith, Shissler & Hall Nancy C. Aronson, President, Capitol Commercial Corp. Mary Webber Weston, Consultant, Webber Associates Conrad M. Siegel, Consulting Actuary and Founder, Carole E. Yon, Senior Vice President, PNC Advisors Conrad Siegel Actuaries Hasu P. Shah, President & CEO, Hersha Enterprises Ltd. Director Emeriti: Susan M. Connell, Community Volunteer John M. Aichele Velma A. Redmond, Corporate Counsel, Pennsylvania-American Water Co. (Assistant Secretary) William H. Alexander William Lehr, Jr., Community Volunteer, Tita Eberly (ret. Hershey Foods) (Chairman) Gerald L. Hempt Jacqueline M. Little Standing (left to right): Claude E. Nichols, M.D. Steven H. Neiman, CEO & Partner, Neiman Group John M. Schrantz John S. Oyler, Esq., Partner, McNees Wallace & Nurick (Secretary) John McD. Sharpe, Jr., Esq. Raymond L. Gover, Community Volunteer (ret. The Patriot-News Co.) Conrad M. Siegel Harold A.B. McInnes, Community Volunteer (ret. AMP, Inc.) Mary A. Simmonds, M.D. James M. Mead, Community Volunteer (ret. Capital Blue Cross) Elsie W. Swenson LeRoy D. Kline, President, Delta Development Group, Inc. Nathan H. Waters, Jr., Esq. Linda A. Hicks, Chief of Staff, PA Dept. of Public Welfare Leonardo Herrada, President, Herrada & Associates (Treasurer)
Not Pictured:
Ellen Brody Hughes, Host & Producer, WITF, Inc. David A. Schankweiler, Publisher, Journal Publications, Inc. (Assistant Treasurer) Jonathan Vipond, III, Esq., Partner, Buchanan Ingersoll, PC (Vice Chairman) Staff Staff Left to right:
Kirk C. Demyan, Chief Financial Officer Dawn M. Morris, Scholarship & Program Associate Scott D. Gentry, Director of Development & Donor Services Barbara Parisi, Senior Accountant Ginny Bush, Executive Assistant Mary P. Hall, Program Officer Rosemary Browne, Program Officer Janice R. Black, President & CEO
We express our deepest thanks to both Neiman Group and Pavone for their terrific collaboration on the creative, design, and public relations work surrounding our name change. We also are grateful to Whitaker Center for Science & the Arts for providing an attractive setting for photographs and our name change launch event.