2023-05-15T15:09:10-05:00 2022-12-31 540504608 BROWN EDWARDS & COMPANY LLP 1815 JEFFERSON STREET BLUEFIELD WV 24701 990PF 2022-01-01 066466491 THE JONES FAMILY FOUNDATION JONE 7173097853 750 CARROLL ROAD YORK PA 17403 MARION CORSARO TRUSTEE 7173097853 2023-05-15 1 MARION CORSARO 999009999 0 J K SIMMONS P00545190 3043258157 2023-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 537174 X X 11433 11433 27161 89399 27161 500 0 39094 38594 0 0 0 1980 1980 0 2260 2260 0 132 132 0 4372 4372 0 39000 39000 43372 4372 39000 -4278 34222 8518 5000 5000 16922 12781 12781 141631 163151 263936 75348 75348 73391 214547 196408 182066 456966 452688 537174 0 0 X 142379 142379 0 0 314587 310309 456966 452688 456966 452688 456966 -4278 0 452688 0 452688 2 SHS ALPHABET INC CL A 2022-02-02 5360 642 4718 4718 50 SHS APPLE INC 2022-02-02 8638 1930 6708 6708 5 SHS BLACKROCK INC 2022-02-02 4077 1640 2437 2437 70 SHS HASBRO 2022-04-21 6191 6969 -778 -778 25 SHS PEPSICO INC COM 2022-04-21 4301 926 3375 3375 5 SHS UNITED HEALTH GROUP 2022-04-21 2681 1310 1371 1371 25 SHS VANGUARD REAL ESTATE ETF 2022-04-21 2756 1644 1112 1112 75 SHS PFIZER INC COM 2022-07-21 3794 1630 2164 2164 100 SHS DOMINION ENERGY 2022-10-24 6447 6898 -451 -451 65 SHS ISHARES CORE US AGGREGATE BOND FUND 2022-10-24 6099 7488 -1389 -1389 40 SHS 3M CO 2022-10-24 4547 3152 1395 1395 340.827 SHS MFS INTERNATIONAL DIVERSIFICATION I 2022-11-23 7004 6799 205 205 760.871 SHS BAIRD SHORT-TERM BOND FUND 2022-11-23 7000 7361 -361 -361 25 SHS HONEYWELL INTL INC COM 2022-11-25 5436 2762 2674 2674 50 SHS MATERIALS SELECT SECTOR SPDR 2022-11-25 4059 1962 2097 2097 775.373 SHS BARON EMERGING MARKETS 2022-12-12 10281 9125 1156 1156 CAPITAL GAINS DIVIDENDS P 728 728 728 27161 476 0 476 0 476 0 0 0 0 0 0 476 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A FIRST CITIZENS COMMUNITY BANK 5706620463 15 SOUTH MAIN STREET MANSFIELD PA 16933 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT E BOND 9000 COBURN DRIVE KNOXVILLE TN 37922 TRUSTEE 0.00 0 0 0 MARION CORSARO 750 CARROLL ROAD YORK PA 17403 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 564168 23933 0 588101 0 0 588101 8822 579279 28964 28964 476 476 28488 500 28988 0 28988 39000 0 39000 28988 0 0 1193 2112 207 3512 39000 0 0 0 28988 10012 0 0 13524 0 0 0 0 0 0 0 13524 1193 2112 207 10012 MARION CORSARO 750 CARROLL ROAD YORK PA 17403 7173097853 WRITTEN APPLICATION DETAILING HOW GRANT PROCEEDS WILL BE UTILIZED. NONE NO SPECIFIC RESTRICTIONS. GRANT MUST BE FOR CHARITABLE, EDUCATIONAL PURPOSES ETC. UNDER SEC. 501(C)(3). BLOSS AREA SWIMMING ASSOCIATION C/O FIRST CITIZENS 15 S MAIN ST MANSFIELD PA 16933 NONE PUBLIC CHARITABLE 23000 BLOSSBURG MEMORIAL LIBRARY 307 MAIN STREET BLOSSBURG PA 16912 NONE PUBLIC CHARITABLE 1000 BLOSSBURG UNITED METHODIST CHURCH PO BOX 17 BLOSSBURG PA 16912 NONE PUBLIC CHARITABLE 4000 BLOSSBURG VIBE FOOD PANTRY PO BOX 126 BLOSSBURG PA 16912 NONE PUBLIC CHARITABLE 1000 CATHOLIC HARVEST FOOD PANTRY 628 E MARKET STREET YORK PA 17403 NONE PUBLIC CHARITABLE 1000 MARTIN LIBRARY 159 E MARKET ST YORK PA 17401 NONE PUBLIC CHARITABLE 5500 RESTORATION HOUSE OF EAST TN 2205 VILLAGE PLACE WAY KNOXVILLE TN 37923 NONE PUBLIC CHARITABLE 1500 UNIVERSITY OF TENNESSEE 600 ANDY HOLT TOWER KNOXVILLE TN 37996 NONE PUBLIC EDUCATIONAL 1500 YORK SUBURBAN EDUCATION FOUNDATION 1800 HOLLYWOOD DRIVE YORK PA 17403 NONE PUBLIC CHARITABLE 500 39000 0 14 11433 18 27161 RETURN OF PRIOR YEAR CONTRIBUTION 500 0 38594 500 39094 11A RETURN OF PRIOR YEAR CONTRIBUTION 0 0 0 0 0 0 0 0 0 0 BROWN, EDWARDS & COMPANY, L.L.P. PREPARATION OF FORM 990-PF 1980 1980 0 ADOBE SYSTEMS 3.25% DUE 2/1/25 25212 24280 GILEAD SCIENCES 2.50% DUE 9/1/23 24552 24576 JP MORGAN CHASE 3.625% 25584 24535 ABBVIE INC. 6389 8889 ADOBE SYSTEMS INC 7422 8413 ALPHABET INC CL A 1924 10588 AMAZON.COM 7138 6720 APPLE INC 3474 11694 BLACKROCK INC 4919 10629 CADENCE DESIGN SYSTEMS INC. 7505 8032 CHEVRON CORPORATION COM 3387 13462 CISCO SYSTEMS INC COM 3585 3573 HONEYWELL INTL INC COM 5525 10715 JP MORGAN CHASE & CO 6424 8716 MASCO CORP 4282 3500 MATERIALS SELECT SECTOR SPDR 1962 3884 MCDONALDS CORP COM 587 5271 MEDTRONIC INC 3519 5829 MICROSOFT CORP COM 1494 13190 PAYPAL HOLDINGS INC 1614 3561 PEPSICO INC COM 2038 9936 PFIZER INC COM 2934 6917 PROCTER & GAMBLE CO COM 4926 11367 STARBUCKS 6782 9920 UNITED HEALTH GROUP 5240 10604 US BANCORP DEL COM NEW 5906 8286 VIATRIS INC 8 10 VISA INC 6320 7272 WALT DISNEY CO 6504 4344 VERIZON COMMUNICATIONS 3708 3940 GENERAL MOTORS CO 3944 2523 BANK OF AMERICA CORPORATION COM 4629 3312 CITIGROUP INC 5178 5428 HEALTHPEAK PROPERTIES INC 3495 2507 CVS HEALTH CORP 4791 4659 JOHNSON & JOHNSON COM 3842 14132 JACOBS SOLUTIONS INC 9113 8405 PAYCHEX INC COM 5836 5778 TEXAS INSTRUMENTS INC 3861 4130 FREEPORT-MCMORAN INC 2946 3800 BAIRD SHORT-TERM BOND FUND AT COST 32770 31231 FEDERATED TOTAL RETURN BOND FUND AT COST 15498 12567 ISHARES CORE US AGGREGATE BOND FUND AT COST 38590 32492 ISHARES GOLD TRUST ETF AT COST 5265 5188 ISHARES S&P MIDCAP 400 ETF AT COST 24114 24189 ISHARES RUSSELL 2000 INDEX AT COST 13224 10462 MFS INTERNATIONAL DIVERSIFICATION I AT COST 30294 30720 VANGUARD GNMA FUND AT COST 19954 17224 VANGUARD REAL ESTATE ETF AT COST 6579 8248 VANGUARD FTSE EMERGING MARKETS ETF AT COST 10120 9745 RETURN OF PRIOR YEAR CONTRIBUTION 500 500 FIRST CITIZENS COMMUNITY BANK TRUST DEPT. FEE 2260 2260 0 FOREIGN TAX WITHHOLDING 132 132 0