mechanicsburg area foundation 2015 annual report

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A REGIONAL FOUNDATION Mechanicsburg Area Foundation COMMUNITY REPORT TO THE 2015

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Page 1: Mechanicsburg Area Foundation 2015 Annual Report

A REGIONAL FOUNDATION

MechanicsburgArea Foundation

COMMUNITY REPORT TO THE

2015

Page 2: Mechanicsburg Area Foundation 2015 Annual Report

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 EberlyImmediate 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 CommitteeScott J. ChristMary C. EberlyTita Hershner EberlyDonald E. FailorHoward (Mike) GreenawaltJuanita GuisePatti Herring

Linda Mohler HumesParker H. Kuhns, IIMichael MalpezziThe Honorable Jack C. RitterElyse E. Rogers, Esq.Alan T. VandrewEarnie Zimmerman

December 31, 2012 $3,418,531.00

December 31, 2013 $4,009,993.00

December 31, 2014 $4,503,414.00

MAF Total Assets

Page 3: Mechanicsburg Area Foundation 2015 Annual Report

* Total includes numerous In and Out Grants

2012Total Grants Awarded $156,355.00*Scholarship Fund Grants $36,109.00Agency Fund Grants $18,432.00IRA Restricted Fund Grants $9,117.00Restricted Fund Grants $26,456.00

2012 Discretionary Grants $43,426.00

Fry Family Charitable Fund - UnrestrictedWildcat Foundation/Mechanicsburg Club Scholarship Fund - Scholarship

Asbury Atlantic, Inc. (Bethany Village) $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

New Funds Established

2013Total Grants Awarded $246,804.00*Scholarship Fund Grants $48,586.00Agency Fund Grants $19,607.00IRA Restricted Fund Grants $14,782.00Restricted Fund Grants $25,505.00

Richard and Betsy Esser Family Fund - Non-permanent Donor AdvisedEvan F. Rush Memorial Fund- Restricted

New Funds Established

2013 Discretionary Grants $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

2014Total Grants Awarded $196,637.00*Scholarship Fund Grants $35,555.00Agency Fund Grants $22,793.00IRA Restricted Fund Grants $20,216.00Restricted Fund Grants $31,277.00

Mary C. Eberly Fund- Unrestricted

New Funds Established

2014 Discretionary Grants $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

Page 4: Mechanicsburg Area Foundation 2015 Annual Report

NAME OF FUND TYPE OF FUNDDelores 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

Mildred G. Eshleman Unrestricted

Erik J. Fullas Scholarship Fund for Wrestlers Scholarship

Greenawalt & Company, P.C., Certified Public Accountants Fund

Restricted

Kenneth and Juanita Guise Charitable Fund Unrestricted

Hershner Family Fund Unrestricted

Douglas and Joyce Hoskins Fund Restricted

Carol Hoy Scholarship Fund Scholarship

Vera and Richard Hupper Fund Restricted

Ken and Romaine Kauffman Scholarship Fund Scholarship

Norman D. Keefer Family Fund Restricted

Florence E. Kildare Fund Area of Interest

Konhaus Fund Restricted

Shirley A. Kramer MASD Northside Elementary School Student Aid Fund

Restricted

Funds Established Prior to 2012

NAME OF FUND TYPE OF FUNDMalpezzi 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

Joseph T. Simpson Public Library Book Fund Agency

Joseph T. Simpson Library Endowment Fund Agency

Singiser Family Fund Non-permanent Committee Advised Scholarship

Richard and Carlyn Snelbaker Fund Area of Interest

Ronald and Lenora Stern Fund Donor Advised

Olivia Louise Straub Library Endowment Fund Future Restricted

Town Pride Fund Area of Interest

Milton and Phyllis Weber Fund Restricted

Richard N. Wevodau Scholarship Fund Scholarship

Wildcat Foundation Fund Organizational

Bernice Louise Wier Fund Unrestricted

Mary E. Wrightstone Memorial Fund Restricted

Jacqueline W. Yeager Memorial Fund Unrestricted

TYPES OF FundsA 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.

Page 5: Mechanicsburg Area Foundation 2015 Annual Report

Mr. and Mrs. Charles Achuff

Ms. Martha W. Albaugh

Amica Companies Foundation

Mr. Vernon E. Anderson

Arcadia Publishing Inc.

Asbury Communities Inc.

Mr. and Mrs. John A. Bale

Ms. Pauline E. Banks

Barristers Land Abstract Company

Mr. and Mrs. Mark R. Basehore

FM Berkheimer Inc.

Ms. Janice R. Black

Ms. Paula M. Blessing

Mr. and Mrs. David J. Brenneman

David A. Brill and Susanna R. Reppert

Mr. William Brubaker

Mr. and Mrs. David E. Brubaker

Mr. Michael T. Burke

Mr. and Mrs. David Burns

Mr. and Mrs. B.T. Burson III

Ms. N Elizabeth Bush

Ms. Marylou A. Butler

Mr. and Mrs. David A. Butler Sr.

Mr. and Mrs. Scott J. Christ

Citizens Fire & Rescue Company #2

Ms. Cynthia P. Clippinger

Ms. Marcia B. Conner

Ms. Pamela Coover

Mr. and Mrs. Martin L. Coover

Mr. and Mrs. John D. Cope

Mr. and Mrs. James F. Daly Jr., MD

Mr. and Mrs. George E. Dennison

Ms. Rose Dillner

Mr. and Mrs. Patrick J. Eagan

Mr. John M. Eakin and Ms. Lucinda C. Gossett

Ms. Anna F. Eberly

Mr. and Mrs. I.S. Eberly

Ms. Mary C. Eberly

Tita and I.S. Eberly Fund

Eichelbergers, Inc.

Mr. and Mrs. Andrew M. Erickson

Mr. and Mrs. Richard W. Esser

Eureka-West Shore Lodge No 302

Donald E. Failor Associates, LLC

Mr. and Mrs. Thomas J. Field

Mr. and Mrs. Philip S. Fogarty

Ms. Judith C. Fruhwirth

Mr. and Mrs. Henry Fry

RR Garberich

Ms. Fay K. Geegee

Ms. Johanna L. Gelb

Lucinda C. Gossett Charitable Trust

Dr. and Mrs. Raymond C. Grandon

Mr. and Mrs. Howard R. Greenawalt

Greenawalt & Company, P.C.

Ms. Jane W. Greenawalt

Mr. and Mrs. Kenneth E. Guise, Jr.

H & H Chevrolet Cadillac

Mr. and Mrs. Robert E. Hamilton

Mrs. Doris Hanlon

Mr. and Mrs. Samuel R. Heffner

Ms. Margery L. Hempt

Mr. and Ms. Jose F. Heraud

Sugar Grove Herbs and Ms. Barbara Will

Dr. O. G. Hoerner

Mrs. Joyce K. Hoskins

Mr. Vincent Hydro Jr.

Mr. and Mrs. George M. Jenkins

Jim Thorpe Neighborhood Bank

Mr. Thomas J. Kelly

Mr. James I. Kerney

Mr. and Ms. Anthony J. Kinney

Mr. Lloyd R. Kramer

Mr. and Mrs. Jack E. Kranzel

Mr. and Mrs. Albert C. Kuentz

Mr. Parker H. Kuhns

Mr. Kevin R. Lacey

Mr. and Mrs. J.D. Law

Ms. Janet E. Lerew

D.N. Link

Ms. Barbara Lock

LPL Financial

Mr. James E. Lyons

Mr. and Mrs. Donald Lysle

Malpezzi Funeral Home

Mr. and Mrs. John McDermott

Mechanicsburg Area High School Alumni Association

The Mechanicsburg Club

Mr. and Mrs. John Mengel

Mrs. Dorothy M. Miller

Ms. Linda Mohler Humes

Mr. Ronald S. Morgan

Mother Hubbard's Custom Cabinetry

Ms. Mary Alice Mumma

Mr. William F. Mumma

Mr. William J. Murray

Mr. and Mrs. Vance T. Nailor

James E. Naser, DDS

Mrs. Helen T. Nauman

Ms. Maureen A. Neary

Mr. and Mrs. Michael J. Nelson

Mr. and Mrs. David D. Nesbit

Ms. Eileen B. Packer and Mr. Gary L. Bentz

Ms. Marcella S. Paraskevas

Mr. and Mrs. Creedin S. Paulus

Ms. Letitia Anne Peplau

Mr. and Mrs. John A. Petrie

PNC Financial Services Group

Mr. Mark W. Podvia

Mr. and Mrs. Thomas D. Powers

Mr. and Mrs. John K. Reighter

Rosemary Remembrances II Est. 1984

Ms. Marjorie L. Reppert

Ms. Nancy J. Reppert

Mr. George Richards

Dr.Peter G. Richter, DDS

Mr. Dale L. Rishel

The Honorable Jack C. Ritter

Mr. Elmer Lee Ritter

Riverview Bank

Mr. Paul Robinson

Ms. Elyse E. Rogers, Esq.

Mr. and Mrs. C. Edward Rogers

Mr. John W. Ross

Rotary Club of Mechanicsburg

Mr. and Mrs. Harold C. Ryder

Mr. and Mrs. Carl Rynard

Ms. Kathryn M. Sands

SASHS Class of 1942

Mr. and Mrs. Ezra H. Sassaman

Ms. Patricia Schmidt

Ms. Maryanne M. Schwartz

Ms. Arlene I. Sealover

Dr. and Mr. Carolynn R. Sears

Mrs. Jean D. Seibert

Dolores M. Sheely

Mr. Charles E. Shields III

Mr. and Mrs. Charles J. Shirley

Mr. and Mrs. Kent Siebener

Mr. and Mrs. Donald H. Simington

Joseph T Simpson Public Library

Dr. and Mrs. Robert E. Singiser

Mr. Richard C. Snelbaker

Mrs. Karen Snider

Dr. Ronald I. and Lenora Stern

Ronald and Lenora Stern In and Out Fund

Storey Publishing LLC

Mr. Carl B. Straub

Ms. Crystal K. Strous

Mr. and Mrs. Franklin H. Strouse

Mr. William Sunday

Mr. and Mrs. Herbert T. Sutton

Mr. and Mrs. Frank A. Ulrich

Dr. and Mrs. David L. Valuska

Mr. Alan T. Vandrew

Mr. and Mrs. James B. Vankirk

Mr. and Mrs. Keith A. Waggoner

Mr. and Mrs. Bret K. Waggoner

Mr. Jack E. Wagoner

M.C. Walker Realty

Mr. and Mrs. Roger B. Walton

Mrs. Phyllis I. Weber

Mr. Gary B. Weber

Mr. Darrell E. Westby

Mrs. Emmeline Wevodau

The Wildcat Foundation

Mrs. Linda Willis

Mr. and Mrs. Robert D. Willis

Mr. John P. Wolfe

Mr. and Mrs. Marlin E. Wood

Mr. and Mrs. Gerald B. Wood

Dr. Ruth N. Wrightstone

Dr. James Yeager, MD

Ms. Jean A. Yeakel

Mr. and Mrs. Richard A. Zeller

Zimmerman Plumbing, Heating & Air Conditioning, Inc.

2012-2014 Donors

PUBLICATIONSPONSORS

Ms. Leslie Collins

Mrs. Patti Herring

Mr. Parker H. Kuhns

Ms. Mary C. Eberly

Greenawalt & Company, P.C.

Ms. Linda Mohler Humes

Malpezzi Funeral Home

Page 6: Mechanicsburg Area Foundation 2015 Annual Report

A REGIONAL FOUNDATION

MechanicsburgArea Foundation

COMMUNITY REPORT TO THE

2015

The Mechanicsburg Area Foundation A REGIONAL FOUNDATION

P.O. Box 678 | Harrisburg, PA 17108www.tfec.org

A REGIONAL FOUNDATION

MechanicsburgArea Foundation

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P A I DPermit No. 314Harrisburg, PA

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