2025-05-14T23:56:46-05:00 2024-12-31 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2024-01-01 232647164 YORK COUNTY BAR FOUNDATION YORK 7178548755 137 EAST MARKET STREET YORK PA 17401 ERIN J MILLER TREASURER 7178548755 2025-05-13 1 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2025-05-13 2024 2025-03-06 01:10:19Z ERIN J MILLER 137 EAST MARKET STREET YORK PA 17401 4181842 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 454759 679631 28000 29250 102239 198110 26484 9075 611482 916066 225788 234071 0 0 96590 121011 0 0 72095 189252 221941 511630 577023 99852 339043 7400939 8268291 0 0 7400939 8268291 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 217390 204821 0 IMPACT GRANTS:THE YORK COUNTY BAR FOUNDATION, THE CHARITABLE ARM OF THE YORK COUNTY BAR ASSOCIATION, IS YORK'S PRIMARY PRIVATE FUNDER OF PROGRAMS THAT PROVIDE ACCESS TO JUSTICE TO THE MOST VULNERABLE IN THEIR TIME OF GREATEST NEED. WE CONSIDER THIS OUR UNIQUE ETHICAL OBLIGATION AND CAREFULLY STEWARD THE HUNDREDS OF THOUSANDS OF DOLLARS WE DONATE EACH YEAR IN FUNDING AND PRO BONO SERVICE. IN 2024, OUR ORGANIZATION PROVIDED OVER $358,000 IN FUNDING FOR JUSTICE INITIATIVES AND BAR ATTORNEYS VOLUNTEERED OVER $89,600 IN FREE LEGAL SERVICES. IMPACT GRANTS, LEGAL AID, AND SCHOLARSHIPS 2024:THE BAR FOUNDATION'S COMMITMENT TO SUPPORTING LAW-RELATED INVESTMENTS THROUGHOUT THE COMMUNITY RESULTED IN OVER $363,021 IN FUNDING FOR THE FOLLOWING PURPOSES:IMPACT GRANTS ($40,034): DAVID FYFE CONSULTING RECEIVED $8,000 TO FACILITATE THE INTERCULTURAL DEVELOPMENT INVENTORY (IDI) PROGRAM FOR YORK COUNTY BAR MEMBERS AND STAFF. THE INTERCULTURAL DEVELOPMENT INVENTORY (IDI) IS A WIDELY USED AND EFFECTIVE CROSS-CULTURALLY VALID ASSESSMENT FOR BUILDING CULTURAL COMPETENCE. THIRTY INDIVIDUALS PARTICIPATED IN THE PROGRAM. THE RESOURCE FOR GREAT PROGRAMS RECEIVED $26,534 FOR THE UPDATE OF THE ECONOMIC IMPACT STUDY REGARDING THE INVESTMENT IN CIVIL LEGAL AID IN YORK COUNTY. NAMI OF YORK AND ADAMS COUNTIES RECEIVED $5,000 FOR THE EXPANSION OF ITS PAUSE PROGRAM IN PARTNERSHIP WITH WELLSPAN PHIL HAVEN TO DELIVER AN EVIDENCE-BASED PROGRAM TO YORK COUNTY SCHOOLS DURING THE 2025/2026 SCHOOL YEAR. $500 WAS GRANTED TO THE CULTURAL ALLIANCE OF YORK COUNTY TO SUPPORT MAKE MUSIC DAY.HENRY LENZ MEMORIAL FUND ($56,900) IS A CHARITABLE FUND WHOSE PRINCIPAL AND INCOME ARE TO BE USED FOR CHARITABLE PURPOSES INVOLVING DEPENDENT AND DELINQUENT JUVENILES. THE COUNTY OF YORK PROBATION SERVICES RECEIVED $10,000 FROM THE HENRY LENZ MEMORIAL FUND FOR A SERVICE DOG FOR THE PROVISION OF SUPPORT FOR JUVENILES IN THE COURT SYSTEM AND THEIR FAMILIES. CREATIVE YORK RECEIVED $1,900 FOR ART AND LIFE SKILLS CURRICULUM TO SUPPORT AT-RISK YOUTH. BRO2GO WAS AWARDED $45,000 TOWARDS THE PURCHASE OF A VAN TO REMOVE THE BARRIER OF TRANSPORTATION FOR THE YOUTH INVOLVED IN ITS ACTIVITIES. 117031 29250 29250 PRO BONO:LEGAL AID AND ONGOING INTERESTS ($237,066): MIDPENN LEGAL SERVICES RECEIVED THE LION'S SHARE OF THE AVAILABLE ASSISTANCE, WITH GRANTS AND ALTERNATIVE PRO BONO SERVICE FUNDING IN THE AMOUNT OF $94,250; TO SUPPORT PRO BONO SERVICES AND TO PRESERVE THEIR CRITICALLY NEEDED FAMILY-LAW ATTORNEY POSITION IN THE YORK OFFICE.PIRC ALSO RECEIVED $45,000 TO RETAIN STAFF AND SUPPORT ITS OPERATIONS IN PROVIDING FREE LEGAL SERVICES TO INDIGENT, VULNERABLE IMMIGRANTS IN THE YORK COMMUNITY. 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.THE CHILDREN AID SOCIETY RECEIVED $10,000 TO SUPPORT THE DELIVERY OF THE YORK COURT ALLIANCE PROGRAM IN PARTNERSHIP WITH PARTICIPATING HIGH SCHOOLS. $85,816 SUPPORTED YCBF'S 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. 15414 0 0 PUBLIC SERVICE:THE CLARENCE "CHUCK" N. PATTERSON DIVERSITY INTERNSHIP FOR THE SUMMER OF 2024 IN THE AMOUNT OF $13,171 WAS AWARDED FOR A POSITION AT THE PUBLIC DEFENDER'S OFFICE TO ISAAC PRASEEDOM AND CHRISTIE PAGE AT THE DISTRICT ATTORNEY'S OFFICE. ISAAC AND CHRISTIE ARE 2L STUDENTS AT THE PENN STATE DICKENSON SCHOOL OF LAW.THE RICHARD NOLL SCHOLARSHIP COMMITTEE AWARDED TWO $1,200 SCHOLARSHIPS TO "DESERVING, NEEDY LAW STUDENT(S) FROM THE GREATER YORK AREA." THE RECIPIENTS WERE MADISON BULTER OF THE THOMAS R. KLINE SCHOOL OF LAW OF DUQUESNE UNIVERSITY AND HUNTER HAZEN OF THE MARQUETTE UNIVERSITY SCHOOL OF LAW.NEW BIRTH OF FREEDOM COUNCIL RECEIVED $750 FOR THE YORK DISTINGUISHED CITIZEN CELEBRATION HONORING PAST YCBF PRESIDENT MICHAEL KOCHENOUR. $100 WAS DONATED TO THE YORK COUNTY COMMUNITY FOUNDATION IN MEMORY OF PAST BAR PRESIDENT AND LEGACY SOCIETY MEMBER ATTORNEY JOHN J. SHORB. $500 WAS DONATED TO THE DICKINSON COLLEGE SCHOLARSHIP FUND IN HONOR OF LAW DAY SPEAKER THE HONORABLE JOHN E. JONES III.BEAM CONSULTING LLC WAS AWARDED $10,000 TOWARD A FEASIBILITY STUDY THAT WILL ASSIST IN THE GROWTH OF THE YCBF'S OPERATING ENDOWMENT. THE HERBERT B. COHEN CHAPTER OF THE AMERICAN INNS OF COURT WAS AWARDED $2,100 FOR ITS OPERATIONS FROM THE YCBF'S ETHICS AND PROFESSIONALISM FUND 56647 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. LEAVE A LEGACY YORK COUNTY, RECEIVED $2,000 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. 56647 0 0 406482 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 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 9 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 H 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 SUSAN R EMMONS DIRECTOR 2.00 0.00 X 0 0 0 ALISSA CARDENAS HARRISON DIRECTOR (START 9/24) 2.00 0.00 X 0 0 0 THOMAS M SHORB 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 LAWRENCE V YOUNG DIRECTOR 2.00 0.00 X 0 0 0 VICTORIA CONNOR CEO 20.00 20.00 X 0 162493 41836 0 162493 41836 0 0 1 0 0 6456 19150 350233 303792 679631 PRO-BONO OPT-OUT 541100 29250 29250 29250 230047 230047 50135 28460 21675 21675 21675 3183089 3215026 -31937 -31937 -31937 4843 19150 22290 -17447 -17447 OTHER INCOME 541100 4847 4847 4847 916066 29250 0 207185 X 218500 218500 15571 15571 121011 96208 12681 12122 32195 32195 61583 27547 2693 31343 2475 2475 14334 8601 1434 4299 11505 6904 1150 3451 4541 4541 5569 3343 557 1669 4515 2709 451 1355 PROGRAM EXPENSES 85224 20083 47285 17856 577023 406482 98446 72095 545934 545070 660068 531787 139419 128281 6674159 7549438 41427 45502 7400939 8268291 0 0 X 6210761 7061437 1190178 1206854 7400939 8268291 7400939 8268291 X 339043 524234 4075 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 6331410 428711 694789 237425 32195 7185290 5531017 315940 729617 216882 28282 6331410 6081331 517603 -836879 203343 27695 5531017 5368848 320236 587014 178314 16453 6081331 4911740 445750 198951 163122 24471 5368848 0.89150 0.10850 0.00000 1 0 24731 24731 593914 490364 103550 41423 41423 0 128281 X 1573152 524234 110222 54825 689281 883871 32195 32195 916066 705800 110222 50750 160972 544828 32195 32195 577023 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, 2024, 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, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS OF COMMUNITY FOUNDATION 4,075. RENTAL EXPENSES 28,460. FUNDRAISING EXPENSES 22,290. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 28,460. FUNDRAISING EXPENSES 22,290. BAR STOOLS 23993 19150 4843 22290 23993 19150 4843 22290 22290 -17447 1 MIDPENN LEGAL SERVICES 29 N QUEEN STREET YORK PA 17401 237101191 501(C)(3) 94250 0 FAMILY LAW AND PRO BONO LAWYER SERVICES PENNSYLVANIA IMMIGRATION RESOURCE CENTER 50 MT ZION ROAD YORK PA 17402 232851213 501(C)(3) 45000 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 10000 0 SERVICE DOG FOR THE PROVISION OF SUPPORT FOR JUVENILES IN THE COURT SYSTEM AND THEIR FAMILIES CHILDREN'S AID SOCIETY 343 LINCOLN WAY WEST NEW OXFORD PA 17350 231429838 501(C)(3) 10000 0 YOUTH COURT ALLIANCE PROGRAM BRO2GO 101 S QUEEN STREET YORK PA 17403 823881034 501(C)(3) 45000 0 TRANSPORTATION VAN FOR AT-RISK YOUTH IN ITS PROGRAMS 5 0 DIVERSITY INTERNSHIP SCHOLARSHIPS 2 13171 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 153493 0 9000 0 0 0 3994 0 37842 0 204329 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 26,684. MANAGEMENT AND GENERAL EXPENSES 2,549. FUNDRAISING EXPENSES 30,911. TOTAL EXPENSES 60,144. MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 863. MANAGEMENT AND GENERAL EXPENSES 144. FUNDRAISING EXPENSES 432. TOTAL EXPENSES 1,439. FORM 990, PART XI, LINE 9: CHANGE NET ASSETS COMMUNITY FOUNDATION 4,075. 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 1 1 1 1 1 0 1 YORK COUNTY BAR ASSOCIATION C 350233 FMV YORK COUNTY BAR ASSOCIATION O 110222 FMV YORK COUNTY BAR ASSOCIATION P 96664 FMV