COMMUNITY - The Foundation For Enhancing Communities

Transcription

COMMUNITY - The Foundation For Enhancing Communities
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2015
REPORT TO THE
COMMUNITY
Dear Friends of Mechanicsburg - near and far….
As a Charter Member of the Mechanicsburg Area Foundation (MAF) I am delighted to report that since the last
2012 Annual Report, MAF has increased our net worth from a little more than $3.4 million to more than $4.5
million as of 2014…and thanks to the economy in early 2015 we have added another $500,000 to our bottom line.
It might be quite possible that a $5 million target will be a reality heading toward our 30 year anniversary.
Our thanks goes to the generosity of our friends and fund holders and the efforts over many years of our former
Advisory Committee members. Our initial committee very quickly and generously established 20 of the 66 MAF
Funds in the first few years. They have grown into more than half of our portfolio. Very special thanks to the
founding fathers!
The Mechanicsburg Area Foundation continues to grow and support a wider and wider variety of charities who
focus on programs that benefit the greater Mechanicsburg area in many ways! In our formative years the income
generated would only support a small number of grants. You will see information regarding our recent grants in
this report, including numerous scholarships.
We encourage you to consider making a donation to an existing fund or create one in honor or memory of a loved
one or to benefit your church or favorite charity. The staff of The Foundation for Enhancing Communities, our
umbrella organization, is ready and willing to work with you. You will find their contact information in this report.
I will be retiring from the Mechanicsburg Area Foundation next year, but have considered my involvement a
privilege and an honor. The establishment of MAF will benefit future generations and enhance our community
in perpetuity. I am excited about the future of MAF and welcome the new MAF Advisory Committee members
especially our new chairman, Scott Christ!
Tita Hershner Eberly
Immediate Past Chairman
MISSION STATEMENT:
To stimulate philanthropy and enhance the quality of
life in the community through accumulating, managing
and disbursing financial assets, and to serve as a
catalyst, neutral convener and facilitator to meet a wide
range of community needs in the Mechanicsburg Area.
2014 MAF Advisory Committee
Scott J. Christ
Mary C. Eberly
Tita Hershner Eberly
Donald E. Failor
Howard (Mike) Greenawalt
Juanita Guise
Patti Herring
Linda Mohler Humes
Parker H. Kuhns, II
Michael Malpezzi
The Honorable Jack C. Ritter
Elyse E. Rogers, Esq.
Alan T. Vandrew
Earnie Zimmerman
MAF Total Assets
December 31, 2012
$3,418,531.00
December 31, 2013
$4,009,993.00
December 31, 2014
$4,503,414.00
2012
2012 Discretionary Grants
Total Grants Awarded
Scholarship Fund Grants
$156,355.00*
$36,109.00
Agency Fund Grants
IRA Restricted Fund Grants
Restricted Fund Grants
$18,432.00
$9,117.00
$26,456.00
New Funds Established
Fry Family Charitable Fund - Unrestricted
Wildcat Foundation/Mechanicsburg Club Scholarship Fund - Scholarship
2013
$246,804.00*
$48,586.00
Agency Fund Grants
IRA Restricted Fund Grants
Restricted Fund Grants
$19,607.00
$14,782.00
$25,505.00
New Funds Established
Richard and Betsy Esser Family Fund - Non-permanent Donor Advised
Evan F. Rush Memorial Fund- Restricted
2014
$196,637.00*
$35,555.00
Agency Fund Grants
IRA Restricted Fund Grants
Restricted Fund Grants
$22,793.00
$20,216.00
$31,277.00
Mary C. Eberly Fund- Unrestricted
$2,500
Big Brothers Big Sisters of the Capital Region, Inc.
$5,000
Bountiful Blessings, Inc.
$2,500
Employment Skills Center
$2,500
Hospice of Central Pennsylvania
$10,000
Joseph T. Simpson Library
$2,500
Mechanicsburg Art Center
$1,926
Mechanicsburg Little League Association
$2,500
New Hope Ministries
$5,000
Rebuilding Together Greater Harrisburg, Inc.
$2,500
Silver Spring Township Veterans Memorial Committee
$4,000
United Cerebral Palsy of Central Pennsylvania
$2,500
$41,795.00
Big Brothers Big Sisters of the Capital Region, Inc.
$3,605
Employment Skills Center
$5,750
First United Methodist Church of Mechanicsburg
$2,190
Hospice of Central Pennsylvania
$7,135
New Hope Ministries, Inc.
$5,750
Operation Wildcat
$4,105
Pennsylvania Behavioral Health & Aging Coalition, Inc.
$2,760
Rebuilding Together Greater Harrisburg, Inc.
$3,500
United Methodist Home for Children Residential Care, Inc
$3,000
Downtown Mechanicsburg Partnership
$4,000
2014 Discretionary Grants
Total Grants Awarded
Scholarship Fund Grants
New Funds Established
Asbury Atlantic, Inc. (Bethany Village)
2013 Discretionary Grants
Total Grants Awarded
Scholarship Fund Grants
$43,426.00
$38,751.00
Big Brothers Big Sisters of the Capital Region, Inc.
$5,000
Cumberland County Historical Society and Hamilton
Library Association
$1,575
Employment Skills Center
$4,000
Health Share Community Partnership
$3,000
Hospice of Central Pennsylvania
$8,931
Jump Street
$2,000
Messiah College
$1,150
Rebuilding Together Greater Harrisburg, Inc.
$3,500
Setebaid Services,Inc.
$4,000
United Methodist Home for Children Residential Care, Inc.
$2,000
Volunteers of America of Pennsylvania
$3,595
* Total includes numerous In and Out Grants
TYPES OF Funds
A fund is a sum of money set aside for the purpose of
financially supporting your charitable goals. Funds can be
created by individuals, corporations, small businesses, financial
institutions, charitable organizations, probate courts and
private foundations.
Donor Advised Fund: Offers the greatest flexibility and
can be established as a permanent endowment fund or a
nonpermanent fund.
Scholarship Fund: Benefits students at the high school or
college level.
Restricted Fund: Provides ongoing permanent support to one
or more donor-selected agencies.
Area of Interest Fund: Enables donors the flexibility to
respond to changing community needs.
Unrestricted Fund: Ensures that grants will be available, in
perpetuity, for the most current community needs.
Agency Fund: Allows nonprofit organizations to transfer
assets to The Foundation for Enhancing Communities to create
an endowment fund.
For information about starting a fund, contact Jennifer
Doyle at [email protected] or call 717-236-5040.
Funds Established Prior to 2012
NAME OF FUND
TYPE OF FUND
Delores Y. “Dolly” Berkheimer
Restricted
Foster M. Berkheimer
Restricted
Cindy L. Coller Scholarship Fund
Scholarship
Lillian E. Eakin Fund
Restricted
I.S. and Anna Mary Eberly Fund for First United
Methodist Church of Mechanicsburg
Restricted
I.S. and Anna Mary Eberly Fund for Union Church
Restricted
Eberly Lumber Company Fund
Unrestricted
Tita and I.S. Eberly, III Fund
Non-permanent
Donor Advised
Flexible
NAME OF FUND
TYPE OF FUND
Malpezzi Family Fund
Committee Advised
Non-permanent
Mechanicsburg Area Community Fund
Unrestricted
Mechanicsburg Area Foundation Administrative Fund Restricted
Mechanicsburg Area High School Alumni Association
Fund (MAHSAA) Educational Scholarship Fund
Scholarship
Mechanicsburg Area Meals on Wheels
Organizational/
Agency
Mechanicsburg Presbyterian Church Fund
Restricted
Mechanicsburg Visiting Nurses Association Fund
Unrestricted
Marjorie and Linda Mohler Fund
Unrestricted
Frank B. Mumma Family Fund
Restricted
William Murray Foundation
Scholarship
Jerry and Donna Nailor Fund
Donor Advised
New Hope Ministries, Mechanicsburg Branch Fund
Restricted
Blair and Miriam Paden Fund
Field of Interest
Ellen S. and John F. Page Fund
Restricted
Mary Eugenia Koller Peters Fund
Unrestricted
Russell and Myra Prowell Fund
Restricted
Bertha and Byron L. Reppert Scholarship Fund
Scholarship
Rice Family Scholarship Fund of Eichelberger, Inc.
Scholarship
Elmer and Gladys S. Ritter Fund
IRA Restricted
William R. Ritter Fund
Unrestricted
Pam and Ed Rogers Fund
Unrestricted
Rotary Club of Mechanicsburg Charitable Fund
Donor Advised Fund
Rotary Club of Mechanicsburg Fund
Donor Advised Fund
Elizabeth G. Sampson Fund
Unrestricted
Seidle Memorial Hospital Auxiliary Fund
Area of Interest
Paul T. and Violena Shearer Fund
Unrestricted
Louise Nailor Shelly Fund
Restricted
Charles Shields Scholarship Fund
Scholarship
Jane Butler Shields Memorial Fund
Restricted
Mildred G. Eshleman
Unrestricted
Joseph T. Simpson Public Library Book Fund
Agency
Erik J. Fullas Scholarship Fund for Wrestlers
Scholarship
Joseph T. Simpson Library Endowment Fund
Agency
Greenawalt & Company, P.C., Certified Public
Accountants Fund
Restricted
Singiser Family Fund
Kenneth and Juanita Guise Charitable Fund
Unrestricted
Non-permanent
Committee Advised
Scholarship
Hershner Family Fund
Unrestricted
Richard and Carlyn Snelbaker Fund
Area of Interest
Douglas and Joyce Hoskins Fund
Restricted
Ronald and Lenora Stern Fund
Donor Advised
Carol Hoy Scholarship Fund
Scholarship
Olivia Louise Straub Library Endowment Fund
Future Restricted
Vera and Richard Hupper Fund
Restricted
Town Pride Fund
Area of Interest
Ken and Romaine Kauffman Scholarship Fund
Scholarship
Milton and Phyllis Weber Fund
Restricted
Norman D. Keefer Family Fund
Restricted
Richard N. Wevodau Scholarship Fund
Scholarship
Florence E. Kildare Fund
Area of Interest
Wildcat Foundation Fund
Organizational
Konhaus Fund
Restricted
Bernice Louise Wier Fund
Unrestricted
Mary E. Wrightstone Memorial Fund
Restricted
Jacqueline W. Yeager Memorial Fund
Unrestricted
Shirley A. Kramer MASD Northside Elementary School Restricted
Student Aid Fund
2012-2014 Donors
Mr. and Mrs. Charles Achuff
RR Garberich
Mr. and Mrs. Vance T. Nailor
Dr. Ronald I. and Lenora Stern
Ms. Martha W. Albaugh
Ms. Fay K. Geegee
James E. Naser, DDS
Ronald and Lenora Stern In and Out Fund
Amica Companies Foundation
Ms. Johanna L. Gelb
Mrs. Helen T. Nauman
Storey Publishing LLC
Mr. Vernon E. Anderson
Lucinda C. Gossett Charitable Trust
Ms. Maureen A. Neary
Mr. Carl B. Straub
Arcadia Publishing Inc.
Dr. and Mrs. Raymond C. Grandon
Mr. and Mrs. Michael J. Nelson
Ms. Crystal K. Strous
Asbury Communities Inc.
Mr. and Mrs. Howard R. Greenawalt
Mr. and Mrs. David D. Nesbit
Mr. and Mrs. Franklin H. Strouse
Mr. and Mrs. John A. Bale
Greenawalt & Company, P.C.
Ms. Eileen B. Packer and Mr. Gary L. Bentz
Mr. William Sunday
Ms. Pauline E. Banks
Ms. Jane W. Greenawalt
Ms. Marcella S. Paraskevas
Mr. and Mrs. Herbert T. Sutton
Barristers Land Abstract Company
Mr. and Mrs. Kenneth E. Guise, Jr.
Mr. and Mrs. Creedin S. Paulus
Mr. and Mrs. Frank A. Ulrich
Mr. and Mrs. Mark R. Basehore
H & H Chevrolet Cadillac
Ms. Letitia Anne Peplau
Dr. and Mrs. David L. Valuska
FM Berkheimer Inc.
Mr. and Mrs. Robert E. Hamilton
Mr. and Mrs. John A. Petrie
Mr. Alan T. Vandrew
Ms. Janice R. Black
Mrs. Doris Hanlon
PNC Financial Services Group
Mr. and Mrs. James B. Vankirk
Ms. Paula M. Blessing
Mr. and Mrs. Samuel R. Heffner
Mr. Mark W. Podvia
Mr. and Mrs. Keith A. Waggoner
Mr. and Mrs. David J. Brenneman
Ms. Margery L. Hempt
Mr. and Mrs. Thomas D. Powers
Mr. and Mrs. Bret K. Waggoner
David A. Brill and Susanna R. Reppert
Mr. and Ms. Jose F. Heraud
Mr. and Mrs. John K. Reighter
Mr. Jack E. Wagoner
Mr. William Brubaker
Sugar Grove Herbs and Ms. Barbara Will
Rosemary Remembrances II Est. 1984
M.C. Walker Realty
Mr. and Mrs. David E. Brubaker
Dr. O. G. Hoerner
Ms. Marjorie L. Reppert
Mr. and Mrs. Roger B. Walton
Mr. Michael T. Burke
Mrs. Joyce K. Hoskins
Ms. Nancy J. Reppert
Mrs. Phyllis I. Weber
Mr. and Mrs. David Burns
Mr. Vincent Hydro Jr.
Mr. George Richards
Mr. Gary B. Weber
Mr. and Mrs. B.T. Burson III
Mr. and Mrs. George M. Jenkins
Dr.Peter G. Richter, DDS
Mr. Darrell E. Westby
Ms. N Elizabeth Bush
Jim Thorpe Neighborhood Bank
Mr. Dale L. Rishel
Mrs. Emmeline Wevodau
Ms. Marylou A. Butler
Mr. Thomas J. Kelly
The Honorable Jack C. Ritter
The Wildcat Foundation
Mr. and Mrs. David A. Butler Sr.
Mr. James I. Kerney
Mr. Elmer Lee Ritter
Mrs. Linda Willis
Mr. and Mrs. Scott J. Christ
Mr. and Ms. Anthony J. Kinney
Riverview Bank
Mr. and Mrs. Robert D. Willis
Citizens Fire & Rescue Company #2
Mr. Lloyd R. Kramer
Mr. Paul Robinson
Mr. John P. Wolfe
Ms. Cynthia P. Clippinger
Mr. and Mrs. Jack E. Kranzel
Ms. Elyse E. Rogers, Esq.
Mr. and Mrs. Marlin E. Wood
Ms. Marcia B. Conner
Mr. and Mrs. Albert C. Kuentz
Mr. and Mrs. C. Edward Rogers
Mr. and Mrs. Gerald B. Wood
Ms. Pamela Coover
Mr. Parker H. Kuhns
Mr. John W. Ross
Dr. Ruth N. Wrightstone
Mr. and Mrs. Martin L. Coover
Mr. Kevin R. Lacey
Rotary Club of Mechanicsburg
Dr. James Yeager, MD
Mr. and Mrs. John D. Cope
Mr. and Mrs. J.D. Law
Mr. and Mrs. Harold C. Ryder
Ms. Jean A. Yeakel
Mr. and Mrs. James F. Daly Jr., MD
Ms. Janet E. Lerew
Mr. and Mrs. Carl Rynard
Mr. and Mrs. Richard A. Zeller
Mr. and Mrs. George E. Dennison
D.N. Link
Ms. Kathryn M. Sands
Zimmerman Plumbing, Heating & Air Conditioning, Inc.
Ms. Rose Dillner
Ms. Barbara Lock
SASHS Class of 1942
Mr. and Mrs. Patrick J. Eagan
LPL Financial
Mr. and Mrs. Ezra H. Sassaman
Mr. John M. Eakin and Ms. Lucinda C. Gossett
Mr. James E. Lyons
Ms. Patricia Schmidt
Ms. Anna F. Eberly
Mr. and Mrs. Donald Lysle
Ms. Maryanne M. Schwartz
Mr. and Mrs. I.S. Eberly
Malpezzi Funeral Home
Ms. Arlene I. Sealover
Ms. Mary C. Eberly
Mr. and Mrs. John McDermott
Dr. and Mr. Carolynn R. Sears
Tita and I.S. Eberly Fund
Mechanicsburg Area High School Alumni Association
Mrs. Jean D. Seibert
Ms. Leslie Collins
Eichelbergers, Inc.
The Mechanicsburg Club
Dolores M. Sheely
Mr. and Mrs. Andrew M. Erickson
Mr. and Mrs. John Mengel
Mr. Charles E. Shields III
Mrs. Patti Herring
Mr. and Mrs. Richard W. Esser
Mrs. Dorothy M. Miller
Mr. and Mrs. Charles J. Shirley
Eureka-West Shore Lodge No 302
Ms. Linda Mohler Humes
Mr. and Mrs. Kent Siebener
Donald E. Failor Associates, LLC
Mr. Ronald S. Morgan
Mr. and Mrs. Donald H. Simington
Mr. and Mrs. Thomas J. Field
Mother Hubbard's Custom Cabinetry
Joseph T Simpson Public Library
Mr. and Mrs. Philip S. Fogarty
Ms. Mary Alice Mumma
Dr. and Mrs. Robert E. Singiser
Ms. Judith C. Fruhwirth
Mr. William F. Mumma
Mr. Richard C. Snelbaker
Mr. and Mrs. Henry Fry
Mr. William J. Murray
Mrs. Karen Snider
PUBLICATION
SPONSORS
Mr. Parker H. Kuhns
Ms. Mary C. Eberly
Greenawalt & Company, P.C.
Ms. Linda Mohler Humes
Malpezzi Funeral Home
Non-Profit
Organization
U.S. Postage
PAID
Permit No. 314
Harrisburg, PA
Mechanicsburg
Area Foundation
A REGIONAL FOUNDATION
The Mechanicsburg Area Foundation
A REGIONAL FOUNDATION
P.O. Box 678 | Harrisburg, PA 17108
www.tfec.org
N
I N V I TAT IEO!
INSID
2015
Mechanicsbu
Area Founda rg
tion
A REGION
AL FOUND
ATION
REPORT TO THE
COMMUNITY