2024-11-15T15:19:15-06:00 2023-12-31 232846715 STAMBAUGH NESS INC 220 ST CHARLES WAY STE 150 YORK PA 174024663 990PF 2023-01-01 311481509 AIRIE KNIPEL HARRY V AND J WILLIAM WAREHIME FOUNDATION AIRI 7176379243 305 BALTIMORE STREET HANOVER PA 17331 JAMES K BERGDOLL CHAIRMAN OF THE BOARD 7177576999 2024-11-14 1 0 DENISE YANKOWSKY CPA P01036446 7177576999 2024-11-14 2023 2024-10-15 13:58:12Z X 131039625 X X 24789 24789 3387397 3387397 1412414 67986713 1412414 4824600 4824600 18000 0 18000 21463 6439 15024 225733 225733 0 22772 22772 0 55220 55220 0 223351 210283 13068 566539 520447 46092 4911500 4911500 5478039 520447 4957592 -653439 4304153 1847290 694493 694493 121018000 120080303 127976364 913839 2368768 2368768 123779129 123143564 131039625 0 0 X 0 0 0 0 123779129 123143564 123779129 123143564 123779129 123143564 123779129 -653439 17945 123143635 71 123143564 STIFEL #6266 BOX C P 15258695 14904607 354088 354088 STIFEL #6266 BOX F P 1407703 1016060 391643 391643 STIFEL #9920 BOX C P 33835354 32804827 1030527 1030527 STIFEL #9920 BOX F P 2275318 2190036 85282 85282 VANGUARD LONG TERM P 7412270 7522842 -110572 -110572 STIFEL #9920 BOX F (RETURN OF PRINC) P 3236 3236 0 0 VANGUARD TOTAL BOND MARKET INDEX P 222200 249870 -27670 -27670 VANGUARD TOTAL BOND MARKET INDEX P 7009754 7882659 -872905 -872905 COMMONFUND CAPITAL VENTURE PTN K-1 P 162 -162 -162 COMMONFUND CAPITAL VENTURE PTN K-1 P 6450 6450 6450 COMMONFUND CAPITAL GLOBAL PTN K-1 P 11 11 11 COMMONFUND CAPITAL GLOBAL PTN K-1 P 81 81 81 COMMONFUND CAPITAL GLOBAL PTN K-1 P 6 6 6 CAPITAL GAINS DIVIDENDS P 555635 555635 555635 1412414 59828 0 59828 0 59828 93508 0 0 0 93508 0 33680 33680 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 HTTP://WAREHIMEFOUNDATION.ORG LINDA LOHR SECTREASURERDIRECTOR 7176379243 305 BALTIMORE STREET HANOVER PA 17331 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH W STICK 2760 PINE GROVE ROAD APT328 YORK PA 17403 DIRECTOR EMERITUS 1.00 0 0 0 LINDA A LOHR 305 BALTIMORE STREET HANOVER PA 17331 SEC./TREASURER 10.00 18000 0 0 JAMES K BERGDOLL 1195 TURNBERRY LANE YORK PA 17403 CHAIRMAN OF THE BOARD 5.00 0 0 0 DAVID G MECKLEY 2180 TALL OAKS LANE YORK PA 17403 DIRECTOR 1.00 0 0 0 ALEX SNYDER 100 EAST MARKET STREET YORK PA 17401 DIRECTOR 1.00 0 0 0 MICHAEL STICK SR 6387 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 120168606 1822944 0 121991550 0 0 121991550 1829873 120161677 6008084 6008084 59828 59828 5948256 0 5948256 0 5948256 4957592 0 4957592 5948256 0 0 1163708 1019325 2183033 4957592 0 0 0 4957592 0 990664 990664 1192369 0 0 0 0 0 0 0 1192369 173044 1019325 X ADAMS COUNTY RESCUE MISSION 2515 YORK RD GETTYSBURG PA 17325 N/A PC CHARITABLE 16500 AMERICAN RED CROSS OF GREATER 2801 LIBERTY AVE PITTSBURGH PA 15222 N/A PC CHARITABLE 25000 BASILICA OF THE SACRED HEART 30 BASILICA DR HANOVER PA 17331 N/A PC CHARITABLE 250000 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 15000 FIRST FRUITS FARM INC 7364 EASTON RD PIPERSVILLE PA 18947 N/A PC CHARITABLE 50000 DREAMWRIGHTS 100 CARLISLE AVE YORK PA 17401 N/A PC CHARITABLE 25000 HANOVER AREA YMCA 500 GEORGE ST HANOVER PA 17331 N/A PC CHARITABLE 1059000 HOOD COLLEGE 401 ROSEMONT AVE FREDERICK MD 21701 N/A PC CHARITABLE 5000 HORN FARM CENTER OF AGRICULTURAL EDUCATION 4945 HORN RD YORK PA 17406 N/A PC CHARITABLE 100000 PA INTERFAITH COMMUNITY PROGRAM 40 E HIGH STREET GETTYSBURG PA 17325 N/A PC CHARITABLE 7500 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 24000 LEG UP FARM 4880 N SHERMAN ST EXT MT WOLF PA 17347 N/A PC CHARITABLE 46000 LIFEPATH CHRISTIAN MINISTRIES 367 W MARKET ST YORK PA 17401 N/A PC CHARITABLE 50000 MISS PA SCHOLARSHIP FOUNDATION 2413 EDGEMORE AVE EASTON PA 18045 N/A PC CHARITABLE 20000 PAPPUS HOUSE 253 CHERRY ST YORK PA 17402 N/A PC CHARITABLE 110000 PEDAL 4 PEACE USA INC 531 W KING ST YORK PA 17401 N/A PC CHARITABLE 20000 SALVATION ARMY 50 E KING ST YORK PA 17401 N/A PC CHARITABLE 35000 SPRING GROVE AREA SCHOOL DISTRICT 100 EAST COLLEGE AVENUE SPRING GROVE PA 17362 N/A PC CHARITABLE 6000 THE BRETHREN HOME FOUNDATION 2990 CARLISLE PIKE NEW OXFORD PA 17350 N/A PC CHARITABLE 500000 THE LYRIC BAND OF HANOVER 22 YORK ST HANOVER PA 17331 N/A PC CHARITABLE 20000 TURNING POINT COUNSELING AND ADVOCACY CENTER 15 WYNTRE BROOKE DR YORK PA 17403 N/A PC CHARITABLE 50000 VETERAN'S MEMORIAL GOLD STAR 1000 VANDER AVE YORK PA 17403 N/A PC CHARITABLE 5000 WINDY HILL SENIOR CENTER 1472 ROTHS CHURCH ROAD 103 SPRING GROVE PA 17362 N/A PC CHARITABLE 100000 YACTA INDOOR (YORK ADAMS COMMUNITY TENNIS ASSOCIATION) 225 BOWMAN RD REAR HANOVER PA 17331 N/A PC CHARITABLE 15000 YORK COUNTY DEVELOPMENT ASSOCIATION 2520 W WASHINGTON AVE STE 1 YAKIMA WA 98903 N/A PC CHARITABLE 250000 YMCA OF THE ROSES 265 HARRISBURG AVE LANCASTER PA 17603 N/A PC CHARITABLE 200000 YORK CATHOLIC HIGH SCHOOL 601 E SPRINGETTSBURY AVE YORK PA 17403 N/A PC CHARITABLE 250000 YORK COUNTY ECONOMIC ALLIANCE (PEDYC) 144 ROOSEVELT AVE YORK PA 17401 N/A PC CHARITABLE 860000 YORK JEWISH COMMUNITY CENTER 2000 HOLLYWOOD DR YORK PA 17403 N/A PC CHARITABLE 10000 YTI CAREER INSTITUTE 1405 WILLIAMS RD YORK PA 17402 N/A PC CHARITABLE 5000 CATHOLIC CHARITIES DIOCESE OF HARRISBURG 4800 UNION DEPOSIT RD HARRISBURG PA 17111 N/A PC CHARITABLE 37500 TYPICAL LIFE CORPORATION 707 LOUCKS ROAD YORK PA 17404 N/A PC CHARITABLE 15000 YORK CITY LITTLE LEAGUE 31 HAMILTON AVE YORK PA 17405 N/A PC CHARITABLE 35000 CHILDREN'S HOME OF YORK 77 SHOE HOUSE ROAD YORK PA 17406 N/A PC CHARITABLE 50000 CHILDREN'S ADVOCACY CENTERS OF PENNSYLVANIA 2101 N FRONT ST HARRISBURG PA 17110 N/A PC CHARITABLE 50000 COMMUNITY REACH INC 15 1ST AVE RED LION PA 17356 N/A PC CHARITABLE 10000 THE PARLIAMENT ARTS ORGANIZATION 116 E KING ST YORK PA 17401 N/A PC CHARITABLE 100000 YORK TEC CENTRO 800 EAST MARKET STREET YORK PA 17403 N/A PC CHARITABLE 200000 SAINT TERESA OF CALCUTTA PARISH 256 SWAMP PIKE SCHWENKSVILLE PA 19473 N/A PC CHARITABLE 120000 MARGARET E MOUL HOME 2050 BARLEY RD YORK PA 17408 N/A PC CHARITABLE 12000 YORK CITY PARKS CONSERVANCY PO BOX 1912 YORK PA 17405 N/A PC CHARITABLE 62500 SHIPPENSBURG UNIVERSITY 1871 OLD MAIN DRIVE SHIPPENSBURG PA 17257 N/A PC CHARITABLE 5000 CLEARVIEW TERRACE APARTMENTS 800 RANDOLPH ST HANOVER PA 17331 N/A PC CHARITABLE 3500 MARTIN LIBRARY 159 E MARKET ST YORK PA 17401 N/A PC CHARITABLE 5000 COMMUNITY CONNECTIONS NAVICATE PROGRAM PO BOX 311 NORRISTOWN PA 19404 N/A PC CHARITABLE 7000 YOUTH LIFE OF YORK & ADAMS PO BOX 1171 YORK PA 17405 N/A PC CHARITABLE 15000 4911500 0 14 24789 14 3387397 18 1412414 0 4824600 0 4824600 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 21463 6439 15024 STIFEL (6266) AT COST 20978416 21273888 STIFEL (3192) AT COST 164736 102960 VANGUARD (ENDOWMENT) AT COST 74274156 78547598 STIFEL (9920) AT COST 24662995 28051918 INVESTMENT IN WHITE ROSE IMPACT FUND LP 672561 1237501 1237501 INVESTMENT IN COMMONFUNDS CAP GLOBAL PEP LP 45658 221674 221674 INVESTMENT IN COMMONFUNDS CAP VENTURE PTR XIV LP 195620 909593 909593 NON DEDUCTIBLE EXPENSES - CP GLOBAL K-1 71 OFFICE EXPENSES 1670 0 1670 WHITE ROSE IMPACT FUND LP (PORTFOLIO DEDUCTIONS) 90422 90422 0 INSURANCE 11398 0 11398 COMMONFUND CAP VENTURE PARTNERS LP (PORTFOLIO DEDUCTIONS) 65910 65910 0 COMMONFUND CAP GLOBAL PEP LP (PORTFOLIO DEDUCTIONS) 53784 53784 0 WHITE ROSE IMPACT FUND LP (K-1 LOSS) 1315 1315 0 COMMONFUND CAP GLOBAL PEP LP (K-1 LOSS) 303 303 0 COMMONFUND CAP VENTURE PARTNERS LP (K-1 INCOME) -765 -765 0 COMMONFUND CAP GLOBAL PEP LP (K-1 OTHER INCOME -127 -127 0 COMMONFUND CAP VENTURE PARTNERS LP (K-1 OTHER INCOME) -559 -559 0 DIVIDENDS IN TRANSIT - PRIOR YEAR 17945 STIFEL NICOLAUS (INVESTMENT MGMT) 117472 117472 0 VANGUARD (INVESTMENT MGMT) 108261 108261 0 FOREIGN TAX 55220 55220 0