M VERNA BUTTERER EDUCATIONAL TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- M VERNA BUTTERER EDUCATIONAL TRUST (EIN 23-7751390)
- Tax period
- 2025-02-01 to 2026-01-31
- Filed
- 2026-05-19
- IRS object ID
- 202641399349100504
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-19T06:20:34-05:00 | ReturnTs |
| Tax Period End | 2026-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264061548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISSA J KIRKEGARD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3884 STUMP ROAD | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237751390 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M VERNA BUTTERER EDUCATIONAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUZANNE J BARNHURST | InCareOfNm |
| Business Name Control | MVER | BusinessNameControlTxt |
| Phone | 2152490503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1Txt |
| City | Fountainville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18923 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE J BARNHURST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2152490503 | PhoneNum |
| Signature | 2026-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELISSA J KIRKEGARD | PreparerPersonNm |
| PTIN | P01224798 | PTIN |
| Phone | 2152490440 | PhoneNum |
| Preparation | 2026-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,569,109 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $58,070 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58,070 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,225 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $311,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $396,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $396,060 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $86,382 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $86,382 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,088 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,088 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,248 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,248 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,718 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $292,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $396,060 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,708,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,969,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,969,061 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,328,088 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,309,772 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,328,088 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,328,088 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,520,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,520,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,764,085 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,621,393 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,447,534 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,507,875 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,160,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,265,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,569,109 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,160,433 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,265,072 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,160,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,265,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,160,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,265,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,160,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,131 | OtherIncreasesAmt |
| Subtotal | $7,265,289 | SubtotalAmt |
| Other Decreases | $217 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,265,072 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HOWMET BOND | P | 2016-02-03 | 2025-12-03 | $204,716 | $173,860 | $30,856 | $30,856 |
| LONG TERM CAP GN DISTRIBUTION ON INVESCO MUTUAL FUND | P | 2015-12-27 | 2025-12-27 | $106,909 | $106,909 | $106,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,505 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,439 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,439 | TotalPaymentsAndCreditsAmt |
| Overpayment | $934 | OverpaymentAmt |
| Applied To ES Tax | $934 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BUTTERER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISSA J KIRKEGARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2152490503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1Txt |
| City | FOUNTAINVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUZANNE BARNHURST | ||||||||
| PO BOX 273 | FOUNTAINVILLE | PA | 18923 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| MIRIAM M REIMEL | ||||||||
| PO BOX 273 | FOUNTAINVILLE | PA | 18923 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| ELISSA J KIRKEGARD | ||||||||
| PO BOX 273 | FOUNTAINVILLE | PA | 18923 | ADMINISTRATOR | 30.00 | $71,382 | $0 | $0 |
| SHANNON E JEFFERSON-STELLATO | ||||||||
| PO BOX 273 | FOUNTAINVILLE | PA | 18923 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISSA KIRKEGARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1Txt |
| City | FOUNTAINVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE | ServiceTypeTxt |
| Compensation | $71,382 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOR EVERY SCHOLARSHIPLOAN AWARDED 50 IS A GIFT REPORTED ON PART 1LINE 25 IN THE YEAR PAID & 50 IS A LOAN TO BE REPAID FIVE YEARS AFTER GRADUATION OR FUNDING | Description1Txt |
| Expenses1 | $187,017 | Expenses1Amt |
| Total | $187,017 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,364,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,786,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,150,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,150,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,058,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,505 | TotalTaxAmt |
| Distributable Before Adj | $297,398 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $167,570 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $464,968 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $464,968 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $187,017 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $473,752 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $464,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,371 | UndistributedIncomePYAmt |
| Qualifying Distributions | $473,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,371 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $439,381 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $25,587 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M VERNA BUTTERER EDUCATIONAL TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 273 | AddressLine1Txt |
| City | FOUNTAINVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2152490503 | RecipientPhoneNum |
| Recipient Email Address | INFORMATION@BUTTERER.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION FORM IS ATTACHED APPLICATION AT BUTTERERORG WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION DEADLINE IS MARCH 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO BUCKS COUNTYPA NEEDY RESIDENTS FOR POST HIGH SCHOOL EDU | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | Philadelphia | PA | 19104 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $6,666 |
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY | |||||||
| 1 AEROSPACE BLVD | DAYTONA BEACH | FL | 32114 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O STREET NW | WASHINGTON | DC | 20057 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| KING'S COLLEGE | |||||||
| 133 NORTH RIVER STREET | WILKES BARRE | PA | 18711 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $6,638 |
| LEHIGH UNIVERSITY | |||||||
| 27 Memorial Drive West | BETHLEHEM | PA | 18015 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| MARIST COLLEGE | |||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| MORAVIAN UNIVERSITY | |||||||
| 1200 Main St | BETHLEHEM | PA | 18018 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| MUHLENBERG COLLEGE | |||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 18104 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,177 |
| OHIO STATE UNIVERSITY | |||||||
| PO BOX 183248 | COLUMBUS | OH | 43218 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 109 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $30,835 |
| RUTGERS UNIVERSITY | |||||||
| US HIGHWAY 1 | NEW BRUNSWICK | NJ | 08901 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $12,000 |
| SAINT JOSEPH'S UNIVERSITY | |||||||
| 5600 CITY LINE AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $2,500 |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 828799 | PHILADELPHIA | PA | 19182 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,326 |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $9,713 |
| UNIVERSITY OF FLORIDA | |||||||
| 1478 Union Rd | GAINESVILLE | FL | 32611 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $1,716 |
| UNIVERSITY OF GEORGIA | |||||||
| 424 E BROAD STREET | ATHENS | GA | 30602 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| UNIVERSITY OF MARYLAND | |||||||
| 7809 REGENTS DRIVE | COLLEGE PARK | MD | 20742 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $1,050 |
| UNIVERSITY OF MIAMI | |||||||
| 1307 STANFORD DRIVE | MIAMI | FL | 33146 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,089 |
| UNIVERSITY OF MICHIGAN | |||||||
| 515 E JEFFERSON STREET | ANN ARBOR | MI | 48109 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 Walnut St | PHILADELPHIA | PA | 19104 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| PO BOX 643092 | PITTSBURGH | PA | 15264 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,162 |
| UNIVERSITY OF ROCHESTER | |||||||
| 500 Joseph C Wilson Blvd | ROCHESTER | NY | 14627 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $8,000 |
| UNIVERSITY OF SCRANTON | |||||||
| PO BOX 1404 | SCRANTON | PA | 18501 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $7,226 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400204 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| URSINUS COLLEGE | |||||||
| 601 EAST MAIN STREET | COLLEGEVILLE | PA | 19426 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $4,000 |
| WORCESTER POLYTECHNIC | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | NONE | PC | SCHOLARSHIP PORTION OF AWARD FOR EDUCATION | $3,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,017 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| 12122025 | ||||||
| INVESCO CAP GN DIS | 2010-04 | PURCHASE | 2025-12 | $106,909 | $106,909 | |
| 12272025 | ||||||
| HOWMET BOND | PURCHASE | 2025-12 | $204,716 | $30,856 | $173,860 | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATT | $194,809 | $191,764 |
| BANK OF AMERICA | $297,754 | $316,121 |
| CARDINAL HEALTH | $197,763 | $172,566 |
| DOW CHEMICAL | $94,255 | $79,999 |
| ENERGY TRANSFER | $98,885 | $101,800 |
| EXELON | $98,868 | $100,322 |
| GOLDMAN SACHS | $191,512 | $218,356 |
| HEWLETT PACKARD | $23,677 | $29,948 |
| HEWLETT PACKARD | $200,566 | $214,935 |
| MICROSOFT | $48,504 | $40,738 |
| MORGAN STANLEY | $99,776 | $100,260 |
| MYLAN | $95,771 | $87,025 |
| TCI COMMUNICATIONS | $76,804 | $84,935 |
| VERIZON | $45,203 | $40,087 |
| WELLS FARGO | $184,254 | $224,688 |
| WEYERHAEUSER | $302,629 | $313,869 |
| BERKSHIRE HATHAWAY | $99,958 | $91,264 |
| KRAFT HEINZ | $96,546 | $99,198 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO VK GR INC MUTUAL FUND | $1,401,734 | $1,679,259 |
| GOLDMAN SACHS GRP INC C | $24,910 | $20,390 |
| MORGAN STANLEY SERA | $49,609 | $40,800 |
| PARAMOUNT GLOBAL | $20,838 | $3,946 |
| CAPITAL ONE | $23,298 | $19,690 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,088 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,088 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT REFUND INT | Desc |
| Amt | $217 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVERTISING | $7,036 | $7,036 |
| BANK CHARGES | $30 | $30 |
| COMMISSIONS NEC COMPENSATION | $885 | $885 |
| DUES | $850 | $850 |
| INSURANCE EO | $1,842 | $1,842 |
| INTERNET | $1,778 | $1,778 |
| POSTAGE | $478 | $478 |
| PRINTING | $68 | $68 |
| SUPPLIES | $1,281 | $1,281 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR BAD LOANS | Desc |
| Amt | $1,131 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loans Receiveable | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,328,088 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED PAYMENTS | CategoryTxt |
| Amt | $5,600 | Amt |