PHILIP H GLATFELTER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: PHILIP H GLATFELTER FOUNDATION (EIN 23-6283176)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-06
IRS object ID: 202121269349101237
Schema version: 2020v4.0
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
Investments Other Schedule2
Other Decreases Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-06T11:00:35-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	155 N WACKER DR	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	236283176	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PHILIP GLATFELTER CHARITY IRR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PHIL	BusinessNameControlTxt
Phone	4128073902	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	116 ALLEGHENY CENTER MALL P8YB3502L	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15212	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PNC BANK N A BY	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	4128073902	PhoneNum
Signature	2021-04-29	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JACOB J ZEHNDER	PreparerPersonNm
PTIN	P01564049	PTIN
Phone	8445222059	PhoneNum
Preparation	2021-04-29	PreparationDt

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$730,411	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$14,934	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$14,610	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$11,777	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$157,517	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$3,936	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$7,093	TotalRevAndExpnssAmt
Total Net Invst Incm	$14,610	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$1,993	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$1,595	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$399	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$387	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$387	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$2,380	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,982	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$399	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$33,602	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$33,602	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$35,982	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,982	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$34,001	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$28,889	ExcessRevenueOverExpensesAmt
Net Investment Income	$12,628	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$25,132	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$25,564	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$25,564	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$647,070	OtherInvestmentsBOYAmt
Other Investments EOY	$616,309	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$704,847	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$672,202	TotalAssetsBOYAmt
Total Assets EOY	$641,873	TotalAssetsEOYAmt
Total Assets EOYFMV	$730,411	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$672,202	CapitalStockBOYAmt
Capital Stock EOY	$641,873	CapitalStockEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY	$672,202	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$641,873	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$672,202	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$641,873	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$672,202	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$28,889	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$643,313	SubtotalAmt
Other Decreases	$1,440	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$641,873	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
40.807 H&W MID CAP VAL OPPORT-Z	2019-12-04	2020-03-12	$730	$1,281	-$551	-$551
1014.744 H&W MID CAP VAL OPPORT-Z	2018-03-15	2020-03-12	$18,144	$37,252	-$19,108	-$19,108
43.216 H&W MID CAP VAL OPPORT-Z	2019-07-05	2020-03-12	$773	$1,427	-$654	-$654
731. SCHWAB US REIT ETF	2018-03-15	2020-04-24	$24,035	$27,986	-$3,951	-$3,951
47.651 AB CONCENTRATED GROWTH-ADV	2018-03-15	2020-07-01	$2,027	$1,719	$308	$308
101.728 BLACKROCK TOTAL RETURN-I	2019-07-05	2020-07-01	$1,261	$1,198	$63	$63
51.512 BLACKROCK TOTAL RETURN-I	2018-03-15	2020-07-01	$639	$588	$51	$51
26.845 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS	2018-03-15	2020-07-01	$304	$367	-$63	-$63
329.368 WCM FOCUSED INTL GROWTH-INS	2018-10-24	2020-07-01	$6,571	$4,835	$1,736	$1,736
5. ISHARES TR S&P 500 INDEX FD	2018-03-15	2020-07-01	$1,558	$1,385	$173	$173
27.808 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO	2019-07-05	2020-07-01	$394	$428	-$34	-$34
165.113 MFS EMERGING MKTS DEBT FD-R6	2019-07-05	2020-07-01	$2,381	$2,449	-$68	-$68
68.991 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I	2019-07-05	2020-07-01	$810	$821	-$11	-$11
6.988 PRINCIPAL MIDCAP FUND-R6	2018-03-15	2020-07-01	$206	$193	$13	$13
75.949 PGIM HIGH YIELD FUND CLASS R6	2019-07-05	2020-07-01	$390	$418	-$28	-$28
82.231 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND	2018-03-15	2020-07-01	$764	$824	-$60	-$60
166.701 TOUCHSTONE SANDS EM GR-INST FUND 565	2018-03-15	2020-07-01	$2,587	$2,349	$238	$238
7.415 TOUCHSTONE SM CAP VAL-INST	2019-07-05	2020-07-01	$148	$179	-$31	-$31
1085.362 TOUCHSTONE SM CAP VAL-INST	2018-03-15	2020-07-01	$21,675	$28,003	-$6,328	-$6,328
104.329 TRANSAMERICA SM CAP GROW-I2	2019-10-24	2020-07-01	$702	$720	-$18	-$18
570.559 WASATCH INTL OPPORTUNIT-INST	2018-03-15	2020-07-01	$2,316	$2,060	$256	$256
755.449 WELLS FARGO SPECIAL US MID CAP VALUE I	2020-03-12	2020-07-01	$25,821	$22,316	$3,505	$3,505
76.912 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287	2019-07-05	2020-07-01	$948	$915	$33	$33
45.895 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287	2018-03-15	2020-07-01	$565	$530	$35	$35
53.426 CAMBIAR INTL EQUITY FUND-INS	2018-03-15	2020-12-02	$1,404	$1,531	-$127	-$127
62.384 AB CONCENTRATED GROWTH-ADV	2018-03-15	2020-12-02	$3,208	$2,250	$958	$958
30.679 DELAWARE VALUE FUND-R6	2018-03-15	2020-12-02	$658	$665	-$7	-$7
108.082 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS	2018-03-15	2020-12-02	$1,516	$1,479	$37	$37
215.521 OAKMARK INTL SM CAP-INST 2888	2018-03-15	2020-12-02	$3,619	$3,767	-$148	-$148
14. INVESCO QQQ TRUST ETF	2020-07-01	2020-12-02	$4,247	$3,491	$756	$756
136.261 WCM FOCUSED INTL GROWTH-INS	2018-10-24	2020-12-02	$3,273	$2,000	$1,273	$1,273
4. ISHARES TR S&P 500 INDEX FD	2018-03-15	2020-12-02	$1,470	$1,108	$362	$362
17. ISHARES CORE MSCI EAFE ETF ETF	2019-10-24	2020-12-02	$1,152	$1,068	$84	$84
44.136 MADISON MID CAP FUND-R6	2018-03-15	2020-12-02	$558	$451	$107	$107
115.229 MADISON MID CAP FUND-R6	2020-07-01	2020-12-02	$1,456	$1,213	$243	$243
65.131 PRINCIPAL MIDCAP FUND-R6	2018-03-15	2020-12-02	$2,293	$1,798	$495	$495
135.823 TOUCHSTONE SANDS EM GR-INST FUND 565	2018-03-15	2020-12-02	$2,797	$1,914	$883	$883
169.48 TRANSAMERICA SM CAP GROW-I2	2019-10-24	2020-12-02	$1,346	$1,141	$205	$205
107.426 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705	2018-03-15	2020-12-02	$3,051	$3,138	-$87	-$87
374.581 WASATCH INTL OPPORTUNIT-INST	2018-03-15	2020-12-02	$1,899	$1,352	$547	$547
15. WISDOMTREE U.S. QUALITY DIVI ETF	2020-07-01	2020-12-02	$795	$685	$110	$110
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P
CAPITAL GAIN DIVIDENDS					$7,026		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$11,777	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$176	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$176	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$176	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$228	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$228	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$52	OverpaymentAmt
Applied To ES Tax	$52	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	PNC BANK NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4128073902	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	116 ALLEGHENY CENTER MALL	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15212	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	Yes (true)	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
Business Holdings	false	BusinessHoldingsInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
PNC BANK N A
116 ALLGHENY CENTER MALL	PITTSBURGH	PA	15212	CO-TRUSTEE	1	$1,993
GEORGE H GLATFELTER II
7502 WOODLAND DRIVE	SPRING GROVE	PA	17362	CO-TRUSTEE	1	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$665,474	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$665,474	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$665,474	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$9,982	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$655,492	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$32,775	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$32,775	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$176	TaxBasedOnInvestmentIncomeAmt
Total Tax	$176	TotalTaxAmt
Distributable Before Adj	$32,599	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$32,599	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$32,599	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$34,001	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$34,001	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$34,001	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$32,599	DistributableAsAdjustedAmt
Undistributed Income PY	$33,602	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$34,001	QualifyingDistributionsAmt
Applied To Year1	$33,602	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$399	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$32,200	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
ST PAUL'S LUTHERAN CHURCH
201 SOUTH MAIN STREET	SPRING GROVE	PA	17362	NONE	PC	GENERAL USE AND PURPOSES	$2,000
MT ZION UNITED CHURCH OF CHRIST
12 NORTH MAIN STREET	SPRING GROVE	PA	17362	NONE	PC	GENERAL USE AND PURPOSES	$500
YORK COUNTY HERITAGE TRUST
250 E MARKET ST	YORK	PA	17403	NONE	PC	GENERAL SUPPORT	$1,500	ATTN NANETTE F BONNER
YMCA
90 N NEWBERRY	YORK	PA	17401	NONE	PC	GENERAL SUPPORT	$1,602
YORK COLLEGE OF PA
DEAN OF COLLEGE ADVANCEMENT	YORK	PA	174057199	NONE	PC	GENERAL SUPPORT	$1,500	ATTN MR DANIEL S HELWIG
SPIRITRUST LUTHERAN
1050 PENNSYLVANIA AVENUE	YORK	PA	17404	NONE	PC	GENERAL USE AND PURPOSES	$5,000
GLATFELTER MEMORIAL LIBRARY
101 GLENVIEW ROAD	SPRING GROVE	PA	17362	NONE	PC	GENERAL SUPPORT	$8,000
V N A COMMUNITY SERVICES
PO BOX 2767	YORK	PA	17405	NONE	PC	GENERAL USE AND PURPOSES	$1,000
SUSAN P BYRNES HEALTH
515 S GEORGE ST	YORK	PA	17401	NONE	PC	GENERAL USE AND PURPOSES	$1,500	EDUCATION CENTER INC
YORK COUNTY COMMUNITY FOUNDATION
14 WEST MARKET ST	YORK	PA	17401	NONE	PC	GENERAL USE AND PURPOSES	$1,000
SPRING GROVE AREA EDUCATIONAL
100 E COLLEGE AVE	SPRING GROVE	PA	17362	NONE	PC	GENERAL USE AND PURPOSES	$8,000	FUND
YORK COUNTY CHILDRENS
28 S QUEEN ST	YORK	PA	17403	NONE	PC	GENERAL USE AND PURPOSES	$2,000	ADVOCACY CENTER

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$33,602	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$14,934	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$11,777	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX REFUND	Desc
Exclusion	14	ExclusionCd
Exclusion	$3,936	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$7,093	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$7,093	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (26 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXED INCOME
MUTUAL FUNDS - EQUITY
316092857 FIDELITY REAL ESTATE	AT COST	$27,644	$32,106
317609295 SEAFARER OVERSEAS GR	AT COST	$13,168	$14,950
413838657 OAKMARK INTL SM CAP-	AT COST	$18,101	$19,641
461418444 WCM FOCUSED INTL GRO	AT COST	$23,805	$40,176
464287200 ISHARES CORE S&P 500	AT COST	$18,563	$25,151
552746364 MFS EMERGING MKTS DE	AT COST	$41,390	$43,269
557492485 MADISON MID CAP FUND	AT COST	$22,882	$28,147
592905749 METROPOLITAN WEST UN	AT COST	$13,975	$14,172
936793686 WASATCH INTL OPPORTU	AT COST	$10,956	$16,421
957663503 WESTERN ASSET CORE P	AT COST	$16,371	$17,676
46090E103 INVESCO QQQ TRUST ET	AT COST	$37,906	$47,688
00769G543 CAMBIAR INTL EQUITY	AT COST	$44,854	$42,705
01878T848 AB CONCENTRATED GROW	AT COST	$27,275	$38,481
09252M883 BLACKROCK TOTAL RETU	AT COST	$16,229	$17,212
24610C840 DELAWARE VALUE FUND-	AT COST	$46,350	$47,150
46432F842 ISHARES CORE MSCI EA	AT COST	$19,668	$21,694
52106N459 LAZARD GLOBAL LISTED	AT COST	$43,430	$42,008
74256W584 PRINCIPAL MIDCAP FUN	AT COST	$24,420	$32,683
74440Y884 PGIM HIGH YIELD FUND	AT COST	$38,891	$39,354
77958B105 T ROWE PRICE INSTITU	AT COST	$40,522	$39,353
89154Q562 TOUCHSTONE SANDS EM	AT COST	$9,419	$15,075
89355J656 TRANSAMERICA SM CAP	AT COST	$17,862	$21,763
89609H704 TRIBUTARY SMALL COMP	AT COST	$24,264	$26,280
97717X669 WISDOMTREE U.S. QUAL	AT COST	$18,364	$21,692

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
ROUNDING ADJ FOR SALES AND TRANSACTIONS	$1
2020 TRANSACTIONS POSTED IN 2021	$1,389
ROC ADJUSTMENT	$50

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX REFUND	Desc
Revenue And Expenses Per Books	$3,936	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON QUALIFIED FOR	$275	$275	$0
FOREIGN TAXES ON NONQUALIFIED	$112	$112	$0