2024-05-15T14:11:14-05:00 2023-12-31 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2023-01-01 232647164 YORK COUNTY BAR FOUNDATION YORK 7178548755 137 EAST MARKET STREET YORK PA 17401 ERIN J MILLER TREASURER 7178548755 2024-05-13 1 ERIN MILLER 999009999 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ERIN J MILLER 137 EAST MARKET STREET YORK PA 17401 4041683 0 X WWW.YORKBAR.COM X 1990 PA THE CHARITABLE ARM OF THE YORK COUNTY BAR ASSOCIATION, IS TO INCREASE ACCESS TO JUSTICE FOR ALL PEOPLE, PARTICULARLY THOSE STRUGGLING WITH POVERTY AND ABUSE, IMPROVE THE ADMINISTRATION OF JUSTICE, PROMOTE PUBLIC UNDERSTANDING OF AND RESPECT FOR THE LAW, ENCOURAGE CAREERS AND PROMOTE DIVERSITY, EQUITY, AND INCLUSION IN THE LEGAL SYSTEM, IMPROVE THE QUALITY OF LIFE FOR YORK COUNTAINS THROUGH SUPPORT FOR LAW-RELATED COMMUNITY INITIATIVES. 14 14 0 125 0 0 614675 454759 25125 28000 131073 102239 30341 26484 801214 611482 239800 225788 0 0 85618 96590 0 0 46448 170424 189252 495842 511630 305372 99852 6766270 7400939 121625 0 6644645 7400939 X THE MISSION OF THE YORK COUNTY BAR FOUNDATION, THE CHARITABLE ARM OF THE YORK COUNTY BAR ASSOCIATION, IS TO INCREASE ACCESS TO JUSTICE FOR ALL PEOPLE, PARTICULARLY THOSE STRUGGLING WITH POVERTY AND ABUSE, IMPROVE THE ADMINISTRATION OF JUSTICE, PROMOTE PUBLIC UNDERSTANDING OF AND RESPECT FOR THE LAW, ENCOURAGE CAREERS AND PROMOTE DIVERSITY, EQUITY, AND INCLUSION IN THE LEGAL SYSTEM, IMPROVE THE QUALITY OF LIFE FOR YORK COUNTAINS THROUGH SUPPORT FOR LAW-RELATED COMMUNITY INITIATIVES. 0 0 211911 198288 0 IMPACT GRANTS:THE YORK COUNTY HISTORY CENTER RECEIVED FUNDS FOR THE 2023 ARTICLES OF CONFEDERATION DAY CELEBRATION AT WHICH AN ALL-FEMALE CAST OF EIGHTEEN LEGAL PROFESSIONALS FROM THE YORK COUNTY BAR ASSOCIATION PERFORMED THE DISTAFF SIDE PLAY IN COMMEMORATION OF THE 246TH ANNIVERSARY. THE YORK OPIOID COLLABORATIVE RECEIVED FUNDS TO SUPPORT ITS WORK FROM THE PROCEEDS OF THE DOCTOR VS. LAWYERS PICKLEBALL TOURNAMENT PROCEEDS. BETTER YORK C/O ITS FISCAL AGENT LOGOSWORKS PARTNERS RECEIVED FUNDING FOR ITS MANAGEMENT OF THE YORKSAFENET FEASIBILITY STUDY REGARDING A POSSIBLE PUBLIC SECURITY CAMERA SYSTEM IN YORK CITY. FUNDS WERE PROVIDED TO THE COUNTY OF YORK DEPARTMENT OF HUMAN SERVICES FOR SUPPORT OF THE MENTAL HEALTH EQUITY SUMMIT INITIATIVE FOSTERING EDUCATION AND CONVERSATION TO ADDRESS THE MENTAL HEALTH NEEDS OF OUR MULTI-CULTURAL COMMUNITIES. DO MOORE GOOD, THE CHARITY FOUNDED BY FILMMAKER SHUJA MOORE, RECEIVED FUNDS TO ADVANCE THE IMPORTANT AND IMPACTFUL WORK OF THE PARDON ME FILM SCREENINGS AND PANEL DISCUSSIONS THROUGHOUT THE COMMONWEALTH. TENFOLD YORK RECEIVED FUNDS FOR A PROGRAM TO PROVIDE LEGAL REPRESENTATION TO ELIGIBLE LOW-INCOME PEOPLE FACING EVICTION GRANTS AND SCHOLARSHIPS:PROMOTING DIVERSITY AND SUPPORTING STUDENTS - THE CLARENCE "CHUCK" N. PATTERSON DIVERSITY INTERNSHIP FOR THE SUMMER WAS AWARDED FOR THE SUMMER OF 2023 WAS AWARDED FOR A POSITION AT THE PUBLIC DEFENDER'S OFFICE TO ARIEL ALEMAN AND BRYAN ERAS AT THE DISTRICT ATTORNEY'S OFFICE. ARIEL IS A 1L STUDENT AND BRYAN IS A 2L AT WIDENER UNIVERSITY COMMONWEALTH LAW SCHOOL IN HARRISBURG.THE RICHARD NOLL SCHOLARSHIP COMMITTEE AWARDED TWO SCHOLARSHIPS TO "DESERVING, NEEDY LAW STUDENT(S) FROM THE GREATER YORK AREA." THE RECIPIENTS WERE CALEB LINGENFELTER OF THE UNIVERSITY OF PITTSBURGH SCHOOL AND LAW AND LILLIAN DITTLER OF THE UNIVERSITY OF BALTIMORE SCHOOL OF LAW.THE RAINBOW ROSE CENTER RECEIVED FUNDS TO HELP BUILD ITS CAPACITY TO ASSIST MEMBERS OF THE LGBTQ+ COMMUNITY WITH LEGAL NEEDS RELATED TO NAME CHANGES.THE COUNTY OF YORK RECEIVED FUNDS FROM THE HENRY LENZ MEMORIAL FUND FOR THE PROVISION OF SUPPORT FOR JUVENILES IN THE COURT SYSTEM AND THEIR FAMILIES. FUNDS WERE USED TO OFFSET THE COSTS OF TRAVEL, CLOTHING, EDUCATION, AND ENRICHMENT ACTIVITIES FOR 33 INDIVIDUALS. THE CHILDREN'S HOME OF YORK RECEIVED FUNDS FOR LIFE SKILLS CURRICULUM TO SUPPORT AT-RISK YOUTH.PENNSYLVANIA IMMIGRATION RESOURCE CENTER RECEIVED FUNDING TO RETAIN STAFF AND SUPPORT ITS OPERATIONS IN PROVIDING FREE LEGAL SERVICES TO INDIGENT, VULNERABLE IMMIGRANTS IN THE YORK COMMUNITY INCLUDING TWO CLINICS TO ASSIST YORK'S HAITIAN COMMUNITY WITH THE PROVISION OF TEMPORARY PROTECTED STATUS DOCUMENTS IN PARTNERSHIP WITH THE NEW AMERICAN WELCOME CENTER. PIRC'S WORK INCLUDES DIRECT REPRESENTATION IN YORK COUNTY OF IMMIGRANT VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT AND FOR PARTIAL SUPPORT FOR ITS OFFICE MANAGER POSITION TO COORDINATE ACTIVITIES THAT MEET THE GROWING EDUCATION AND DIRECT SERVICES NEEDS OF IMMIGRANTS/IMMIGRANT FAMILIES, AND LEVERAGE PIRC'S LEGAL STAFF, PROGRAMS, COMMUNITY PARTNERSHIPS, AND EXPERIENCE TO GROW AND REACH ADDITIONAL IMMIGRANTS WHO WOULD OTHERWISE GO UNSERVED. 115147 27500 28000 PRO BONO:MID PENN LEGAL SERVICES RECEIVED GRANT AND ALTERNATIVE PRO BONO SERVICE FUNDING TO SUPPORT PRO BONO SERVICES AND TO PRESERVE THEIR CRITICALLY NEEDED FAMILY-LAW ATTORNEY POSITION IN THE YORK OFFICE. FUNDS SUPPORTED EFFORTS RELATED TO THE DELIVERY OF PRO BONO AND LEGAL SERVICES TO THE YORK COUNTY COMMUNITY. WITH THIS FUNDING, THE PARDON PROJECT OF YORK COUNTY PROVIDED EXPUNGEMENT/PARDON CLINICS WERE HELD ALONG WITH FREE CLE TRAININGS, PFA "SERVICE DAYS, AND PARTICIPATION IN OTHER FREE TO THE PUBLIC COMMUNITY INFORMATION EVENTS. 28966 0 0 PUBLIC SERVICE:THE YORK COUNTY BAR ASSOCIATION AND ITS CHARITABLE ARM, THE YORK COUNTY BAR FOUNDATION (YCBA/YCBF), ASPIRE TO BUILD THE ORGANIZATIONS' CAPACITY FOR LEADERSHIP AND SERVICE TO IMPROVE THE LEGAL PROFESSION, THE COMMUNITY THEY SERVE AND THE ADMINISTRATION OF JUSTICE IN SOCIETY. THE YORK COUNTY BAR IS THE COMMUNITY'S LARGEST PRIVATE SUPPORTER OF LAW-RELATED PROGRAMS IN FUNDING AND SERVICE. TODAY, WITH THE HELP OF COMMUNITY PARTNERS, THE BAR IS IMPLEMENTING PLANS TO IMPROVE ACCESS TO JUSTICE FOR THE UNDERSERVED BY INCREASING PRO BONO VOLUNTEERS AND DEVELOPING MORE EFFICIENT AND EFFECTIVE SERVICE DELIVERY METHODS. THE BAR CONDUCTED MOCK TRIALS AND AN ESSAY AND BILLBOARD DESIGN CONTACT, AS WELL AS HONORING A LIBERTY BELL AWARD RECIPIENT IN CONJUNCTION WITH ITS LAW DAY CELEBRATION. ITS LEGAL LINES TELEVISION SHOW, THE HIGH SCHOOL LAW MENTORING AND WILL FOR HEROES PROGRAMS EMPHASIZE THE BAR'S COMMITMENT TO PUBLIC EDUCATION AND COMMUNITY SERVICE. THE BAR ALSO SPONSORS COMMUNITY ACTIVITIES SUCH AS COMMUNITY RESOURCE FAIRS, WILLS FOR HEROES, DRIVERS LICENSE RESTORATION AND EXPUNGEMENT CLINICS, AND PROVIDES PRO BONO LEGAL SERVICES INCLUDING PROTECTION FROM ABUSE (PFA) DAYS. 58910 0 0 LEAVE A LEGACY YORK COUNTY (LAL) IS A PARTNERSHIP OF MORE THAN 100 LIKE-MINDED VOLUNTEERS, PROFESSIONAL ADVISORS AND NONPROFIT ORGANIZATIONS THAT STRENGTHENS OUR COMMUNITY BY PROMOTING CHARITABLE GIVING. LEAVE A LEGACY ASSISTS YORK COUNTY NONPROFITS TO DEVELOP PLANNED-GIFT PROGRAMS, ENCOURAGES PROFESSIONAL ADVISORS TO INCLUDE CHARITABLE GIVING IN ESTATE PLANNING AND PROMOTES PLANNED GIVING TO THE PUBLIC. LEAVE A LEGACY RECEIVED FUNDS TO PROMOTE CHARITABLE AND LEGACY GIVING IN YORK COUNTY. THE YORK COUNTY ESTATE PLANNING COUNCIL (YCEPC) IS A GROUP OF PROFESSIONAL ADVISORS EDUCATING THEMSELVES AND OTHERS IN ESTATE PLANNING AND ADMINISTRATION IN CENTRAL PENNSYLVANIA. LAL AND YCEPC HAVE LEVERAGED THE OPPORTUNITY OF BEING PART OF A LARGER INSTITUTION THAT PROVIDES STAFF SUPPORT AND ADMINISTRATION. 58910 0 0 414934 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 7 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X VICTORIA CONNOR CEO 7178548755 137 EAST MARKET STREET YORK PA 17401 CHRISTY FAWCETT PRESIDENT 4.00 0.00 X X 0 0 0 DOMINIC DELLICARPINI PAST PRESIDENT 4.00 0.00 X X 0 0 0 MICHAEL J CROCENZI VICE PRESIDENT 4.00 0.00 X X 0 0 0 ERIN J MILLER TREASURER 4.00 0.00 X X 0 0 0 ANDREW C HERROLD SECRETARY 4.00 0.00 X X 0 0 0 TIMOTHY J BARKER DIRECTOR 2.00 0.00 X 0 0 0 JAMES K BERGDOLL DIRECTOR 2.00 0.00 X 0 0 0 ANGELA ODJIDJA BOATENG DIRECTOR 2.00 0.00 X 0 0 0 REBECCA M SHANNAMAN DIRECTOR 2.00 0.00 X 0 0 0 THOMAS SHORB DIRECTOR 2.00 0.00 X 0 0 0 ANDREA EVELER STANLEY DIRECTOR 2.00 0.00 X 0 0 0 CAROLYN E STEINHAUSER DIRECTOR 2.00 0.00 X 0 0 0 ERICA R TOWNES DIRECTOR 2.00 0.00 X 0 0 0 JOHN C UHLER DIRECTOR 2.00 0.00 X 0 0 0 VICTORIA CONNOR CEO 20.00 20.00 X 0 162045 44113 0 162045 44113 0 0 1 0 0 9110 173416 272233 454759 PRO-BONO OPT-OUT 541100 28000 28000 28000 211497 211497 49365 27980 21385 21385 21385 3292963 3402221 -109258 -109258 -109258 2450 0 2450 2450 OTHER INCOME 541100 2649 2649 2649 611482 28000 0 128723 X 210228 210228 15560 15560 96590 70701 12477 13412 28283 28283 82095 70339 2939 8817 5503 5503 11654 6992 1165 3497 11804 7086 1181 3537 2040 2040 8569 5143 857 2569 6694 4016 669 2009 PROGRAM EXPENSES 32610 17326 2677 12607 511630 414934 50248 46448 711003 545934 660068 520649 156557 139419 5861674 6674159 37036 41427 6766270 7400939 121625 0 121625 0 X 5521383 6210761 1123262 1190178 6644645 7400939 6766270 7400939 X 99852 652051 4391 X X 0 1 X 1 0 X X 1 YORK COUNTY BAR ASSOCIATION 231286576 10 1 0 0 1 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1: THE YORK COUNTY BAR ASSOCIATION IS LISTED IN THE BY-LAWS OF THE YORK COUNTY BAR FOUNDATION, AS A REQUIREMENT THAT THE BOARD SHALL BE COMPOSED OF NOT LESS THEN 15 PERSONS, OF WHICH (9) MEMBERS OF THE BOARD SHALL BE MEMBERS OF THE YORK COUNTY BAR ASSOCIATION - THE SUPPORTED ORGANIZATION. THE FOUNDATION IS TO PROMOTE AND CARRY ON EDUCATIONAL PROGRAMS AND RELATED ACTIVITIES IN THE FIELD OF LAW AND SUPPORT THE YORK COUNTY BAR ASSOCATION IN PROVIDING SERVICES TO THE BAR MEMBERS. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 3B: YORK COUNTY BAR FOUNDATION HAS CONFIRMED THAT THE YORK COUNTY BAR ASSOCIATION HAS SATISFIED THE PUBLIC SUPPORT TEST IN LETTER FROM THE YORK COUNTY BAR ASSOCIATION STATING SUCH. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 3C: NO FUNDS WERE TRANSFERED TO YORK COUNTY BAR ASSOCIATION IN THE CURRENT YEAR. ANY FUNDS TRANSFERRED IN THE FUTURE TO THE YORK COUNTY BAR ASSOCIATION WILL BE USED EXCLUSIVELY FOR CHARITABLE PROGRAMS PERFORMED BY YORK COUNTY BAR ASSOCIATION AND MONITORED APPROPRIATELY BY THE FILING ORGANIZATION. FORM 990, SCHEDULE A, PART IV, SECTION C, LINE 1: THE MAJORITY OF THE ORGANIZATION'S DIRECTORS OR TRUSTEES DURING THE TAX YEAR WERE NOT A MAJORITY OF THE DIRECTORS OF TRUSTEES OF THE ORGANIZATION'S SUPPORTED ORGANIZATION. THE BY-LAWS OF THE YORK COUNTY BAR FOUNDATION DO REQUIRE THAT MORE THAN HALF OF ITS MEMBERS BE MEMBERS OF THE YORK COUNTY BAR ASSOCIATION, THE SUPPORTED ORGANIZATION. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 6: YORK COUNTY BAR FOUNDATION PROVIDED SEVERAL GRANTS TO 501(C)(3) ORGANIZATIONS FOR WHOSE MISSION DO NOT SPECIFICALLY RELATE TO THE PURPOSE OF THE SUPPORTING ORGANIZATION'S PURPOSE. HOWEVER, THESE GRANTS WERE APPROVED BY THE BOARD OF THIS ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5531017 315940 729617 216882 28282 6331410 6081331 517603 -836879 203343 27695 5531017 5368848 320236 587014 178314 16453 6081331 4911740 445750 198951 163122 24471 5368848 3855022 485053 752543 157848 23030 4911740 0.88290 0.11710 0.00000 1 0 24731 24731 593914 479226 114688 41423 41423 0 139419 X 1380302 652051 112681 32371 797103 583199 28283 28283 611482 624008 112681 27980 140661 483347 28283 28283 511630 PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF SEVERAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENTS INCLUDE A DONOR-RESTRICTED ENDOWMENT FUND AS WELL AS SEVERAL FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE POLICY OF THE FOUNDATION STATES IT IS THE INTENTION OF THE BOARD OF DIRECTORS TO SET THE PAYOUT RATE AT A LEVEL TO PROVIDE FOR A DISCIPLINED STREAM OF INCOME. THE SPENDING POLICY FOR EACH INDIVIDUAL ENDOWMENT FUND IS BASED ON THE ROLLING TWELVE-QUARTER AVERAGE OF THE MARKET VALUES OF THE FUND. FOR THE YEAR ENDING DECEMBER 31, 2023, THE BOARD OF DIRECTORS APPROVED A PAYOUT RATE OF UP TO 4% ON CERTAIN DESIGNATED ENDOWMENT FUNDS. THE FOUNDATION IS A BENEFICIARY OF AN ENDOWMENT FUND OF YORK COUNTY COMMUNITY FOUNDATION. THE COMMUNITY FOUNDATION MAINTAINS VARIANCE POWER OVER DISTRIBUTIONS FROM THE FUND. AS BENEFICIARY, THE FOUNDATION IS ENTITLED TO ANNUAL DISTRIBUTIONS FROM THE FUND, BASED UPON THE COMMUNITY FOUNDATION'S SPENDING POLICY. PART X, LINE 2: ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS OF COMMUNITY FOUNDATION 4,391. RENTAL EXPENSES 27,980. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 27,980. 1 MIDPENN LEGAL SERVICES 29 N QUEEN STREET YORK PA 17401 237101191 501(C)(3) 92500 0 FAMILY LAW AND PRO BONO LAWYER SERVICES PENNSYLVANIA IMMIGRATION RESOURCE CENTER 50 MT ZION ROAD YORK PA 17402 232851213 501(C)(3) 49763 0 CAPACITY BUILDING ADMINISTRATIVE STAFF SUPPORT FOR THE EXECUTIVE DIRECTOR, DIRECTOR OF DEVELOPMENT, OFFICE MANAGER POSITIONS AND A DOJ ACCREDITED REPRESENTATIVE TO PROVIDE LEGAL ASSISTANCE TO THE IMMIGRANT COMMUNITY OF YORK COUNTY AND TPS CLINICS IN PARTNERSHIP WITH THE YCBA AND NEW AMERICAN WELCOME CENTER. COUNTY OF YORK 45 N GEORGE STREET YORK PA 17401 236003050 GOVERNMENT 16600 0 ENRICHMENT ITEMS FOR ADJUDICATED YOUTH (LENZ FUND). TENFOLD 116 N GEORGE STREET YORK PA 17401 231731792 501(C)(3) 20000 0 EVICTION PREVENTION ATTORNEY REPRESENTATION PROGRAM. DO MOORE GOOD 4642 SANSOM STREET SUITE 2 PHILADELPHIA PA 191394630 562572253 501(C)(3) 7000 0 DOCUMENTARY FILM SCREENING AND PANEL DISCUSSION AND TO EXCLUSIVELY SUPPORT THE WORK OF THE PARDON ME IMPACT CAMPAIGN AS FOLLOWS: TO DOUBLE THE NUMBER OF PARDON APPLICATIONS, TRAIN NEW PARDON COACHES, AND DOUBLE THE NUMBERS OF COUNTIES HAVING PARDON PROJECTS. 5 0 DIVERSITY INTERNSHIP SCHOLARSHIPS 2 13160 0 NOLL SCHOLARSHIPS 2 2400 0 PART I, LINE 2: THE FOUNDATION HAS A GRANTS COMMITTEE WHO MONITOR THE GRANTS. THE GRANTEES MUST SUBMIT GRANT REPORTS SHOWING THE MONEY WAS SPENT AS INTENDED. 0 0 0 0 0 0 0 0 0 VICTORIA CONNOR CEO 0 153045 0 9000 0 0 0 4030 0 40083 0 206158 0 0 PART I, LINE 3 THE CEO OF YORK COUNTY BAR FOUNDATION IS PAID BY A RELATED PARTY, YORK COUNTY BAR ASSOCIATION. THE RELATED ORGANIZATION HAS A COMPENSATION COMMITTEE THAT USES A COMPENSATION SURVEY OR STUDY, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, AND BOARD APPROVAL FOR COMPENSATION PACKAGE. FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS ARE GIVEN A DRAFT OF THE FORM 990 TO REVIEW AND APPROVE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY BOARD MEMBER, OFFICER, MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS OR EMPLOYEE WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST OR DUALITY OF INTEREST IS AN INTERESTED PERSON. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST OR AFFILIATION AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE DISCLOSURE SHOULD BE MADE EITHER WHEN THE INTEREST BECOMES A MATTER OF BOARD OR COMMITTEE ACTION OR AS PART OF A PERIODIC PROCEDURE TO BE ESTABLISHED BY THE BOARD. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE BY MOTION AND AFFIRMATIVE VOTE OF THE BOARD OR COMMITTEE, IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE MAY BE REQUIRED TO LEAVE THE MEETING BY MOTION AND AFFIRMATIVE VOTE OF THE BOARD OR COMMITTEE DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. EACH BOARD MEMBER, OFFICER, MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS AND EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A.HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B.HAS READ AND UNDERSTANDS THE POLICY, C.HAS AGREED TO COMPLY WITH THE POLICY, AND D.UNDERSTANDS THAT THE YCBF IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAKES ALL PUBLIC DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 66,201. MANAGEMENT AND GENERAL EXPENSES 2,250. FUNDRAISING EXPENSES 6,747. TOTAL EXPENSES 75,198. MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 4,138. MANAGEMENT AND GENERAL EXPENSES 689. FUNDRAISING EXPENSES 2,070. TOTAL EXPENSES 6,897. FORM 990, PART XI, LINE 9: CHANGE NET ASSETS COMMUNITY FOUNDATION 4,391. FORM 990, PART XII, LINE 1: THE FOUNDATION'S POLICY IS TO PREPARE ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS. FORM 990, PART XII, LINE 2C; THE AUDIT COMMITTEE SHALL ESTABLISH CRITERIA FOR THE SELECTION AND EVALUATION OF ANY OUTSIDE AUDITING FIRM CONDUCTING AN AUDIT, AND RECOMMEND APPOINTMENT OF AND FEES OF SUCH AUDITORS. THE FINANCE AND BUDGET COMMITTEE SHALL ADVISE THE BOARD ON ALL BUSINESS AND FINANCIAL MATTERS INCLUDING PERIODIC REVIEW OF THE FINANCIAL POSITION OF THE CORPORATION AND COMPILATION OF THE ANNUAL FINANCIAL STATEMENTS OF THE CORPORATION. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. YORK COUNTY BAR ASSOCIATION 137 EAST MARKET STREET YORK PA 17401 231286576 PROVIDE YORK COUNTY BAR MEMBERS AN ORGANIZATION TO PROMOTE EXCELLENCE PA 501(C)(6) 0 0 0 1 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 1 YORK COUNTY BAR ASSOCIATION C 173416 FMV YORK COUNTY BAR ASSOCIATION O 112681 FMV YORK COUNTY BAR ASSOCIATION P 96590 FMV