2026-07-21T07:51:25-05:00 2025-12-31 232108173 RKL LLP PO BOX 8408 LANCASTER PA 176048408 990PF 2025-01-01 232680871 WILLIS AND ELSIE SHENK FOUNDATION WILL 3126237105 135 LEAMAN ROAD LANCASTER PA 17603 WESLEY S LEWIS TREASURER 3126237105 2026-07-20 1 MOLLY L RAMOS CPA P00399762 7173945666 2026-07-20 2025 2025-03-06 01:10:19Z X 14447562 X X 15 15 284202 284202 1381564 3222581 1381564 1665781 1665781 91500 0 45750 3744 1872 0 56143 56143 0 11868 3868 0 3218 0 0 166473 61883 45750 458500 458500 624973 61883 504250 1040808 1603898 853639 591990 591990 0 804752 804543 8154505 8745766 12638957 353034 260091 412072 9361178 10402599 14447562 0 0 X 5304274 5304274 0 0 4056904 5098325 9361178 10402599 9361178 10402599 9361178 1040808 613 10402599 0 10402599 CHARLES SCHWAB 3222490 1841017 1381473 1381473 CAPITAL GAINS DIVIDENDS P 91 91 91 1381564 22294 0 22294 0 22294 10619 0 18000 0 28619 49 6276 6276 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A THE OFFICERS 7174199340 135 LEAMAN ROAD LANCASTER PA 17603 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MARY LOUISE SHENK 135 LEAMAN ROAD LANCASTER PA 17603 CHAIR 10.00 27500 0 0 RANDY R MOYER 135 LEAMAN ROAD LANCASTER PA 17603 DIRECTOR 3.00 11000 0 0 STUART W HERR 135 LEAMAN ROAD LANCASTER PA 17603 DIRECTOR 3.00 11000 0 0 WESLEY S LEWIS 135 LEAMAN ROAD LANCASTER PA 17603 TREASURER 10.00 20000 0 0 HANNAH S KOCH 135 LEAMAN ROAD LANCASTER PA 17603 PRESIDENT 10.00 22000 0 0 NONE 0 DOUGLAS LANE & ASSOCIATES LLC 1 DAG PLZ 885 2ND AVE FL 42 NEW YORK NY 100172234 INVESTMENT ADVISORY 56110 0 0 12159351 1080179 0 13239530 0 0 13239530 198593 13040937 652047 652047 22294 22294 629753 0 629753 0 629753 504250 0 504250 629753 215308 0 0 504250 215308 0 0 288942 0 0 0 0 0 0 0 0 340811 0 0 0 MARY LOUISE SHENK 135 LEAMAN ROAD LANCASTER PA 17603 7174199340 INFO@SHENKFOUNDATION.COM EMAIL APRIL 1 AND AUGUST 1 LANCASTER COUNTY PENNSYLVANIA CHARITIES AARON'S ACRES 1861 CHARTER LANE 114 LANCASTER PA 17601 PC OPERATIONS 3500 ARC OF LANCASTER LEBANON 116 W AIRPORT ROAD STE A LITITZ PA 17543 PC OPERATIONS 2500 BOYS & GIRLS CLUB OF LANCASTER 116 SOUTH WATER STREET LANCASTER PA 17602 PC OPERATIONS 15000 CASA OF LANCASTER COUNTY 53 NORTH DUKE STREET STE 218 LANCASTER PA 17602 PC OPERATIONS 10000 DEMUTH FOUNDATION 120 EAST KING STREET LANCASTER PA 17602 PC OPERATIONS 2500 FULTON THEATER COMPANY 12 N PRINCE ST LANCASTER PA 17603 PC OPERATIONS 2500 GREYSTONE MANOR TRC PO BOX 10724 LANCASTER PA 17605 PC SIR SAMPSON SPONSORSHIP 5000 HOLY SPIRIT LUTHERAN CHURCH 3131 COLUMBIA AVENUE LANCASTER PA 17603 PC MEMORIAL GARDENS MAINTENANCE 5000 HORIZONS AT LANCASTER COUNTRY DAY SCHOOL 725 HAMILTON ROAD LANCASTER PA 17603 PC OPERATIONS 15000 JEFF MUSSER FOUNDATION PO BOX 216 AKRON PA 17501 PC OPERATIONS 5000 LANCASTER CONSERVANCY 117 SOUTH WEST END AVENUE LANCASTER PA 17603 PC VEHICLE LIFT/MOWER/MATERIAL BAYS 45000 LANCASTER CONSERVANCY 117 SOUTH WEST END AVENUE LANCASTER PA 17603 PC STEWARDSHIP ENDOWMENT FUND 45000 LANCASTER CONSERVANCY 117 SOUTH WEST END AVENUE LANCASTER PA 17603 PC LCCF EXTRAGIVE 2025 10000 LANCASTER COUNTRY DAY SCHOOL 725 HAMILTON ROAD LANCASTER PA 17603 PC PLAYGROUND RENOVATIONS 8500 LANCASTER COUNTRY DAY SCHOOL 725 HAMILTON ROAD LANCASTER PA 17603 PC SHENK FUND FOR PROFESSIONAL EXCELLENCE 100000 LANCASTER COUNTY FOOD HUB 812 NORTH QUEEN STREET LANCASTER PA 17603 PC OPERATIONS 12000 LANCASTER FARMLAND TRUST 125 LANCASTER AVENUE STRASBURG PA 17579 PC LAND/FARM ACQUISITION(S) 50000 LANCASTER GENERAL HEALTH FOUNDATION 609 NORTH CHERRY STREET LANCASTER PA 17603 PC OPERATIONS 2500 LANCASTER MENNONITE HISTORICAL SOCIETY 2215 MILLSTREAM ROAD LANCASTER PA 17602 PC OPERATIONS 2000 LANCASTER SCIENCE CENTER 454 NEW HOLLAND AVENUE LANCASTER PA 17602 PC BLUE STAR PROGRAM 5000 LANCASTER SYMPHONY ORCHESTRA 226 NORTH ARCH STREET LANCASTER PA 17603 PC OPERATIONS 5000 LANCASTERHISTORYORG 230 NORTH PRESIDENT AVENUE LANCASTER PA 17603 PC HERITAGE CENTER 5000 LINDEN HALL 212 EAST MAIN STREET LITITZ PA 17543 PC OPERATIONS 5000 LITTLE CONESTOGA CREEK FOUNDATION PO BOX 1328 LANCASTER PA 17608 PF BLUE-GREEN CORRIDOR PROJECT 25000 MILAGRO HOUSE 669 WEST CHESTNUT STREET LANCASTER PA 17603 PC OPERATIONS 5000 MUSIC FOR EVERYONE 42 N PRINCE ST LANCASTER PA 17603 PC FRESH TAKES ON JAZZ - PIANO 3000 MUSIC FOR EVERYONE 42 N PRINCE ST LANCASTER PA 17603 PC FRESH TAKES ON JAZZ - PIANO RENTAL 7500 PENNSYLVANIA COLLEGE OF ART AND DESIGN 204 NORTH PRINCE STREET LANCASTER PA 17603 PC OPERATIONS 2500 ROCKFORD FOUNDATION 881 ROCKFORD ROAD LANCASTER PA 17602 PC OPERATIONS 2000 SAMARITAN COUNSELING CENTER 1803 OREGON PIKE LANCASTER PA 17601 PC OPERATIONS 10000 SWAN PO BOX 249 LYNDELL PA 19354 PC OPERATIONS 10000 TENFOLD PO BOX 1676 LANCASTER PA 17608 PC CAPITAL CAMPAIGN 10000 THE EDIBLE CLASSROOM 54 PENN STREET WASHINGTON BORO PA 17582 PC OPERATIONS 10000 UNITED DISABILITIES SERVICES 2270 ERIN COURT LANCASTER PA 17601 PC OPERATIONS 5000 VISIONCORPS 244 NORTH QUEEN STREET LANCASTER PA 17603 PC OPERATIONS 2500 WATER STREET MINISTRIES PO BOX 7267 LANCASTER PA 17604 PC OPERATIONS 5000 458500 0 14 15 14 284202 18 1381564 0 1665781 0 1665781 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3744 1872 0 LITTLE CONESTOGA CREEK FOUNDATION PO BOX 1328 LANCASTER PA 17608 2025-04-30 25000 TO IMPROVE AN APPROXIMATELY 2.7 MILE PORTION OF THE LITTLE CONESTOGA CREEK IN LANCASTER COUNTY, PA THROUGH STREAM AND FLOODPLAIN RESTORATION AND CONSTRUCTION OF A MULTI-MODAL TRAIL. 25000 NONE ANNUALLY BY MARCH 31ST EACH YEAR FOR 10 YEARS 2026-03-13 GRANTEE AGREES THAT IT WILL NOT USE THE GRANT PROCEEDS: (A) TO CARRY OUT PROPAGANDA, OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION; (B) TO INFLUENCE THE OUTCOME OF ANY SPECIFIC ELECTION OR TO CARRY ON, DIRECTLY OR INDIRECTLY, ANY VOTER REGISTRATION DRIVE; (C) FOR GRANTS TO INDIVIDUALS FOR TRAVEL OR STUDY (UNLESS THE GRANTEE HAS RECEIVED APPROVAL FORM THE SERVICE FOR ITS SCHOLARSHIP PROGRAM); (D) FOR A GRANT TO ANOTHER ORGANIZATION; (E) FOR ANY PURPOSE OTHER THAN ONE SPECIFIED IN 170(C)(2)(B) OF THE CODE (E.G., CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSES). TO DATE, NO VARIANCE OF THIS AGREEMENT HAS BEEN FOUND TO HAVE OCCURRED. SCHWAB - EQUITIES 8745766 12638957 804752 804543 0 0 SCHWAB - OTHER INVESTMENTS AT COST 260091 412072 OTHER EXPENSES 3218 0 0 TIMING DIFFERENCE 613 INVESTMENT MANAGEMENT FEES 56143 56143 0 FOREIGN TAX 3868 3868 0 EXCISE TAX 8000 0 0