2025-11-12T10:33:19-06:00 2024-12-31 232846715 STAMBAUGH NESS INC 220 ST CHARLES WAY STE 150 YORK PA 174024663 990PF 2024-01-01 311481509 AIRIE KNIPEL HARRY V AND J WILLIAM WAREHIME FOUNDATION AIRI 7176379243 425 WESTMINSTER AVENUE HANOVER PA 17331 JAMES K BERGDOLL CHAIRMAN OF THE BOARD 7177576999 2025-11-04 1 0 DENISE YANKOWSKY CPA P01036446 7177576999 2025-11-04 2024 2025-03-06 01:10:19Z X 138193623 X X 64111 64111 3877122 3877122 84 84 84 5137572 21394191 5137572 9078889 9078889 13500 0 13500 31500 9450 22050 460616 451866 8750 320841 320841 0 16148 3255 12893 842605 785412 57193 5947000 5947000 6789605 785412 6004193 2289284 8293477 694493 1406259 1406259 120080303 119905887 132666662 2368768 4120702 4120702 123143564 125432848 138193623 0 0 X 0 0 0 0 123143564 125432848 123143564 125432848 123143564 125432848 123143564 2289284 0 125432848 0 125432848 PUBLICLY TRADED SECURITIES - STIFEL (3192) 18705 31200 -12495 -12495 PUBLICLY TRADED SECURITIES - STIFEL (6266) 1630554 1582130 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HIGHCROFT DRVE NAPLES FL 34119 DIRECTOR 1.00 0 0 0 ELIZABETH F CARSON 2397 FOX CHASE DRIVE HANOVER PA 17331 DIRECTOR 1.00 0 0 0 OLIVER W HOAR PO BOX 365 HANOVER PA 17331 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 131101301 2430120 0 133531421 0 0 133531421 2002971 131528450 6576423 6576423 115279 115279 6461144 0 6461144 0 6461144 6004193 0 6004193 6461144 0 0 173044 1019325 1192369 6004193 0 0 0 6004193 0 456951 456951 735418 0 0 0 0 0 0 0 735418 735418 X ADAMS COUNTY RESCUE MISSION 2515 YORK RD GETTYSBURG PA 17325 N/A PC CHARITABLE 50000 AMERICAN RED CROSS OF GREATER 2801 LIBERTY AVE PITTSBURGH PA 15222 N/A PC CHARITABLE 25000 CENTRAL PA FOOD BANK PO BOX 62030 HARRISBURG PA 17106 N/A PC CHARITABLE 25000 CENTRAL PA HOBY PO BOX 8743 LANCASTER PA 17604 N/A PC CHARITABLE 17000 CLEARVIEW TERRACE APARTMENTS 800 RANDOLPH ST HANOVER PA 17331 N/A PC CHARITABLE 2500 DREAMWRIGHTS 100 CARLISLE AVE YORK PA 17401 N/A PC CHARITABLE 6250 FIRST FRUITS FARM INC 7364 EASTON RD PIPERSVILLE PA 18947 N/A PC CHARITABLE 50000 HANOVER AREA YMCA 500 GEORGE ST HANOVER PA 17331 N/A PC CHARITABLE 25000 INDIANA UNIVERSITY OF PA (IUP) 1011 SOUTH DRIVE INDIANA PA 15705 N/A PC CHARITABLE 5000 JUNIOR ACHIEVEMENT - SCPA 610 S GEORGE STREET YORK PA 17401 N/A PC CHARITABLE 25000 LEAF PROJECT INC 554 WARM SPRINGS ROAD LANDISBURG PA 17040 N/A PC CHARITABLE 25000 LIFEPATH CHRISTIAN MINISTRIES 367 W MARKET ST YORK PA 17401 N/A PC CHARITABLE 50000 MARGARET E MOUL HOME 2050 BARLEY RD YORK PA 17408 N/A PC CHARITABLE 20000 MISS PA SCHOLARSHIP FOUNDATION 2413 EDGEMORE AVE EASTON PA 18045 N/A PC CHARITABLE 25000 PAPPUS HOUSE 253 CHERRY ST YORK PA 17402 N/A PC CHARITABLE 50000 SALVATION ARMY 50 E KING ST YORK PA 17401 N/A PC CHARITABLE 20000 SHIPPENSBURG UNIVERSITY 1871 OLD MAIN DRIVE SHIPPENSBURG PA 17257 N/A PC CHARITABLE 5000 TURNING POINT COUNSELING AND ADVOCACY CENTER 15 WYNTRE BROOKE DR YORK PA 17403 N/A PC CHARITABLE 25000 WINDY HILL SENIOR CENTER 1472 ROTHS CHURCH ROAD 103 SPRING GROVE PA 17362 N/A PC CHARITABLE 25000 YACTA INDOOR (YORK ADAMS COMMUNITY TENNIS ASSOCIATION) 225 BOWMAN RD REAR HANOVER PA 17331 N/A PC CHARITABLE 15000 YMCA OF THE ROSES 265 HARRISBURG AVE LANCASTER PA 17603 N/A PC CHARITABLE 100000 YORK CITY PARKS CONSERVANCY PO BOX 1912 YORK PA 17405 N/A PC CHARITABLE 75000 YOUNG LIFE OF YORK & ADAMS PO BOX 1171 YORK PA 17405 N/A PC CHARITABLE 20000 ADAMS COUNTY CHILDRENS ADVOCACY CENTER 40 W MIDDLE ST GETTYSBURG PA 17325 N/A PC CHARITABLE 10000 ANNUNCIATION OF THE BVM CATHOLIC CHURCH 26 N THIRD ST MCSHERRYSTOWN PA 17344 N/A PC CHARITABLE 50000 APPELL CENTER FOR THE PERFORMING ARTS 50 N GEORGE ST YORK PA 17401 N/A PC CHARITABLE 50000 BELL SOCIALIZATION SERVICES INC 160 S GEORGE ST YORK PA 17401 N/A PC CHARITABLE 50000 BIG BROTHERS BIG SISTER 227 W MARKET ST YORK PA 17401 N/A PC CHARITABLE 25000 BOROUGH OF HANOVER 44 FREDERICK ST HANOVER PA 17331 N/A PC CHARITABLE 12500 CASA INC 907 ROOSEVELT AVE YORK PA 17404 N/A PC CHARITABLE 15000 CATHOLIC HARVEST 628 E MARKET ST YORK PA 17403 N/A PC CHARITABLE 25000 CHASING THE RAINBOWS PO BOX 382 DALLASTOWN PA 17313 N/A PC CHARITABLE 25000 COMMUNITY CONNECTIONS FOR CHILDREN 29 N DUKE ST YORK PA 17401 N/A PC CHARITABLE 500000 COMMUNITY PROGRESS COUNCIL 226 E COLLEGE AVE YORK PA 17403 N/A PC CHARITABLE 25000 CONTACT HELPLINE PO BOX 90035 HARRISBURG PA 17109 N/A PC CHARITABLE 10000 CREATIVE YORK 10 N BEAVER ST YORK PA 17401 N/A PC CHARITABLE 15000 CULTURAL ALLIANCE OF YORK COUNTY 2 W MARKET ST YORK PA 17401 N/A PC CHARITABLE 85000 DILLBURG ARTS & REVITALIZATION COUNCIL 32 S BALTIMORE ST DILLSBURG PA 17019 N/A PC CHARITABLE 10000 EARLY EDUCATION PROGRAM 226 E COLLEGE AVE YORK PA 17403 N/A PC CHARITABLE 50000 FARM AND NATURAL LANDS 350 N GEORGE ST YORK PA 17401 N/A PC CHARITABLE 125000 FRIENDSHIP HOSE COMPANY #1 73 S MAIN ST SPRING GROVE PA 17362 N/A PC CHARITABLE 50000 GETTYSBURG COLLEGE 300 N WASHINGTON ST GETTYSBURG PA 17325 N/A PC CHARITABLE 25000 GODS MEAL BARREL INC 250 FREDERICK ST HANOVER PA 17331 N/A PC CHARITABLE 10000 GOLDEN VISIONS DAY CARE 250 FAME AVE SUITE 125 HANOVER PA 17331 N/A PC CHARITABLE 10000 HER HOUSE 250 FREDERICK ST HANOVER PA 17331 N/A PC CHARITABLE 12000 HAMPSTEAD YOUTH FOR CHRIST PO BOX 1 HAMPSTEAD MD 21074 N/A PC CHARITABLE 50000 HANOVER AREA HISTORICAL SOCIETY 2 LIBRARY PL HANOVER PA 17331 N/A PC CHARITABLE 15000 HANOVER ECONOMIC 250 FREDERICK ST HANOVER PA 17331 N/A PC CHARITABLE 29250 HANOVER SOCCER CLUB 355 KINDIG LNE HANOVER PA 17331 N/A PC CHARITABLE 50000 HARRISBURG AREA COMMUNITY COLLEGE 1 HACC DR HARRISBURG PA 17110 N/A PC CHARITABLE 5000 HDC MID ATLANTIC 8 W KING ST SUITE 821 LANCASTER PA 17603 N/A PC CHARITABLE 20000 HOSPICE & COMMUNITY CARE 235 ST CHARLES WAY SUITE 250 YORK PA 17402 N/A PC CHARITABLE 50000 HOUSE OF HOPE YORK PA 23 N PLEASANT AVE JACOBUS PA 17407 N/A PC CHARITABLE 10000 JEWISH COMMUNITY CENTER 2000 HOLLYWOOD DR YORK PA 17403 N/A PC CHARITABLE 110000 LANCASTER COUNTY CONSERVANCY 117 S WEST END AVE LANCASTER PA 17603 N/A PC CHARITABLE 500000 LOGOS WORKS 255 W KING ST YORK PA 17401 N/A PC CHARITABLE 50000 LOWER SUSQUEHANNA RIVERKEEPER ASSOC 338 S FRONT ST WRIGHTSVILLE PA 17368 N/A PC CHARITABLE 15000 MANTEC 600 N HARTLEY ST 100 YORK PA 17404 N/A PC CHARITABLE 25000 MARYLAND & PENNSYLVANIA RAILROAD PRESERVATION SOCIETY 1268 MUDDY CREEK FORKS RD AIRVILLE PA 17302 N/A PC CHARITABLE 50000 NEW HOPE MINISTRIES INC 135 BALTIMORE ST HANOVER PA 17331 N/A PC CHARITABLE 100000 NEW LIFE CENTER FOR MOTHERS AND CHILDREN 5925 LEWISBERRY RD DOVER PA 17315 N/A PC CHARITABLE 15000 NORTHERN CENTRAL RAILWAY 117 N FRONT ST NEW FREEDOM PA 17349 N/A PC CHARITABLE 100000 PA FRIENDS OF AGRICULTURAL FOUNDATION 214 SENATE AVE CAMP HILL PA 17011 N/A PC CHARITABLE 10000 PARTNERSHIP FOR ECONOMIC DEVELOPMENT OF YORK COUNTY 144 ROOSEVELT AVE YORK PA 17401 N/A PC CHARITABLE 350000 PENNCARES 788 CHERRY TREE CT HANOVER PA 17331 N/A PC CHARITABLE 10000 RED CROSS 529 CARLISLE ST HANOVER PA 17331 N/A PC CHARITABLE 25000 ROCK CHAPEL METHODIST CHURCH 4730 OXFORD RD YORK SPRINGS PA 17372 N/A PC CHARITABLE 5500 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC CHARITABLE 25000 SP BRYNES HEALTH ED CTR 515 S GEORGE ST YORK PA 17401 N/A PC CHARITABLE 50000 ST JOSEPH ATHLETIC ASSOCIATION 5125 GRANDVIEW RD HANOVER PA 17331 N/A PC CHARITABLE 5000 SUMMIT GROVE CAMP & CONFERENCE CENTER 140 S FRONT ST NEW FREEDOM PA 17349 N/A PC CHARITABLE 10000 SUSQUEHANNA HERITAGE 1706 LONG LEVEL RD WRIGHTSVILLE PA 17368 N/A PC CHARITABLE 600000 THE CULINARY INSTITUTE 1946 CAMPUS DR HYDE PARK NY 12538 N/A PC CHARITABLE 5000 THE SALVATION ARMY 114 BROADWAY HANOVER PA 17331 N/A PC CHARITABLE 50000 THE SALVATION ARMY DISASTER RELIEF 114 BROADWAY HANOVER PA 17331 N/A PC CHARITABLE 25000 THE SALVATION ARMY HANOVER SERVICE UNIT 114 BROADWAY HANOVER PA 17331 N/A PC CHARITABLE 10000 TOTEM POLE PLAYHOUSE 9555 GOLF COURSE RD FAYETTEVILLE PA 17222 N/A PC CHARITABLE 35000 TRAINING LEADERS THROUGH ATHLETICS 650 FAIRVIEW DRIVE HANOVER PA 17331 N/A PC CHARITABLE 50000 UNITED WAY OF YORK COUNTY 140 E MARKET ST YORK PA 17401 N/A PC CHARITABLE 310000 UNITED WAY WORLDWIDE 701 N FAIRFAX ST ALEXANDRIA VA 22314 N/A PC CHARITABLE 25000 VARIETY THE CHILDRENS CHARITY 11279 PERRY HWY 512 WEXFORD PA 15090 N/A PC CHARITABLE 15000 VISIONCORPS 1380 SPAHN AVE YORK PA 17403 N/A PC CHARITABLE 25000 WHITE ROSE SENIOR CENTER 27 S BROAD ST 1 YORK PA 17403 N/A PC CHARITABLE 10000 WREATHS ACROSS AMERICA-FORT INDIANTOWN GAP 60 INDIANTOWN GAP RD ANNVILLE PA 17003 N/A PC CHARITABLE 10000 WREATHS ACROSS AMERICA-GOLD STAR 1000 VANDER AVE YORK PA 17403 N/A PC CHARITABLE 5000 WREATHS ACROSS AMERICA-MT OLIVET HANOVER 725 BALTIMORE ST HANOVER PA 17331 N/A PC CHARITABLE 5000 YORK COUNTY BAR FOUNDATION 140 E MARKET ST YORK PA 17401 N/A PC CHARITABLE 10000 YORK COUNTY CHILDREN'S ADVOCACY CENTER 27 S QUEEN ST YORK PA 17403 N/A PC CHARITABLE 15000 YORK COUNTY COMMUNITY FOUNDATION 14 W MARKET ST YORK PA 17401 N/A PC CHARITABLE 15000 YORK COUNTY FOOD BANK 15 MARIANNE DR YORK PA 17406 N/A PC CHARITABLE 125000 YORK COUNTY PLANNING COMMISSION 28 E MARKET ST 216 YORK PA 17401 N/A PC CHARITABLE 17000 YORK COUNTY RAIL TRAIL AUTHORITY 45 CHERRY ST SEVEN VALLEYS PA 17360 N/A PC CHARITABLE 1000000 YORK OPIOID COLLABORATIVE 227 W MARKET ST YORK PA 17401 N/A PC CHARITABLE 25000 5947000 0 14 64111 14 3877122 16 84 18 5137572 0 9078889 0 9078889 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 31500 9450 22050 STIFEL (6266) AT COST 20198646 20418719 STIFEL (3192) AT COST 133536 75038 VANGUARD (ENDOWMENT) AT COST 72613047 80185919 STIFEL (9920) AT COST 26960658 31986986 INVESTMENT IN WHITE ROSE IMPACT FUND LP 1237501 1564559 1564559 INVESTMENT IN COMMONFUNDS CAP GLOBAL PEP LP 221674 863083 863083 INVESTMENT IN COMMONFUNDS CAP VENTURE PTR XIV LP 787593 1311060 1311060 INVESTMENT IN COMMONFUNDS PE 122000 382000 382000 OFFICE EXPENSES 1489 0 1489 INSURANCE 11404 0 11404 WHITE ROSE IMPACT FUND LP 859 859 0 COMMONFUND CAP VENTURE PARTNERS LP (K-1 ORD) 4 4 0 COMMONFUND CAP GLOBAL PEP LP (K-1 OTHER) -382 -382 0 COMMONFUND CAP VENTURE PARTNERS LP (K-1 OTHER) -1605 -1605 0 COMMONFUND CAP GLOBAL PEP LP (K-1 ORD) 4334 4334 0 COMMONFUND CAP GLOBAL PEP LP (K-1 SEC 179) 45 45 0 INVESTMENT MANAGEMENT FEES (STIFEL) 131159 131159 0 INVESTMENT MANAGEMENT FEES (VANGUARD) 114943 114943 0 MANAGEMENT FEES (YCCF) 12500 3750 8750 INVESTMENT MANAGEMENT FEES (WHITE ROSE) 66117 66117 0 INVESTMENT MANAGEMENT FEES (CF VENTURES) 68385 68385 0 INVESTMENT MANAGEMENT FEES (CF GLOBAL) 67512 67512 0 FOREIGN TAXES 70841 70841 0 EXCISE TAXES 250000 250000 0