CARL L AND GLENDA T CRAMER CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CARL L AND GLENDA T CRAMER CHARITABLE FOUNDATION (EIN 47-5335629)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202141239349100204
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T07:34:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231311005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYER & RITTER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1137 KENNEBEC DRIVE | AddressLine1Txt |
| City | CHAMBERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17201 | 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 | 475335629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL L AND GLENDA T CRAMER | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 7175308600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 WEST KING STREET | AddressLine1Txt |
| City | SHIPPENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17257 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW C CRAMER | PersonNm |
| Person Title | CHAIRPERSON | PersonTitleTxt |
| Phone | 7175308600 | PhoneNum |
| Signature | 2021-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | CRAMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J STRALEY CPA | PreparerPersonNm |
| PTIN | P00235296 | PTIN |
| Phone | 7172647456 | PhoneNum |
| Preparation | 2021-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $2,249,277 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $31,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,487,165 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,641 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $266,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,140 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,745 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,745 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $165,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,668 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,026,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,078,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,078,922 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $950,613 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,076,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,170,355 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,976,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,155,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,249,277 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,976,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,155,552 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,976,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,155,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,976,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,155,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,976,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $165,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,358 | OtherIncreasesAmt |
| Subtotal | $2,155,552 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,155,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (135 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| XTRACKERS MSCI EAFE HEDGE EQUITY ET: DBEF | P | 2019-03-13 | 2020-01-02 | $100,316 | $90,495 | $9,821 | $9,821 |
| SPDR BLMBERG BRCLY CONV SECRT ETF: CWB | P | 2019-03-19 | 2020-01-08 | $66,898 | $61,928 | $4,970 | $4,970 |
| SPDR S&P 600 SMALL CAP GROWTH ETF: SLYG | P | 2019-03-13 | 2020-01-28 | $86,446 | $79,180 | $7,266 | $7,266 |
| WISDOMTREE US SMALLCAP DIVIDEND ETF: DES | P | 2019-07-31 | 2020-01-28 | $105,868 | $105,440 | $428 | $428 |
| CHARLES SCHWAB US MC ETF: SCHM | P | 2018-12-27 | 2020-01-16 | $12,359 | $9,364 | $2,995 | $2,995 |
| SCHWAB US DIVIDEND EQUITY ETF : SCHD | P | 2019-01-01 | 2020-01-16 | $33,333 | $28,056 | $5,277 | $5,277 |
| WISDOMTREE FLOATING RATE TREASRY ETF: USFR | P | 2019-03-19 | 2020-03-03 | $40,436 | $40,481 | -$45 | -$45 |
| VANGUARD TOTAL ET: BNDX | P | 2020-02-27 | 2020-03-09 | $47,744 | $47,178 | $566 | $566 |
| VANGUARD S&P 500 ETF: VOO | P | 2019-01-01 | 2020-04-07 | $59,777 | $68,863 | -$9,086 | -$9,086 |
| INVESCO S&P 500 EQUAL WEIGHT ETF : RSP | P | 2019-01-01 | 2020-04-09 | $91,148 | $94,596 | -$3,448 | -$3,448 |
| VANGUARD S&P 500 ETF: VOO | P | 2019-01-01 | 2020-04-09 | $36,459 | $37,389 | -$930 | -$930 |
| VANGUARD S&P 500 ETF: VOO | P | 2019-01-01 | 2020-04-14 | $29,715 | $24,167 | $5,548 | $5,548 |
| VANGUARD S&P 500 ETF: VOO | P | 2019-01-01 | 2020-04-23 | $35,494 | $32,529 | $2,965 | $2,965 |
| DOW INC: DOW | P | 2020-03-17 | 2020-04-27 | $4,160 | $2,788 | $1,372 | $1,372 |
| MC DONALDS CORP: MCP | P | 2020-03-17 | 2020-04-27 | $10,210 | $7,639 | $2,571 | $2,571 |
| VANGUARD S&P 500 ETF: VOO | P | 2020-03-18 | 2020-04-27 | $42,448 | $35,001 | $7,447 | $7,447 |
| LOWES COMPANIES INC : LOW | P | 2020-03-17 | 2020-04-28 | $8,983 | $5,784 | $3,199 | $3,199 |
| SPDR S&P 600 SMALL CAP VALUE ETF : SLYV | P | 2020-02-27 | 2020-04-28 | $12,084 | $15,367 | -$3,283 | -$3,283 |
| VANGUARD S&P 500 ETF : VOO | P | 2019-01-01 | 2020-04-28 | $21,282 | $17,326 | $3,956 | $3,956 |
| VANGUARD S&P 500 ETF : VOO | P | 2019-01-01 | 2020-04-28 | $21,151 | $17,516 | $3,635 | $3,635 |
| BOEING CO : BA | P | 2020-03-17 | 2020-04-29 | $6,322 | $4,889 | $1,433 | $1,433 |
| CATERPILLER INC: CAT | P | 2020-03-17 | 2020-04-29 | $6,467 | $5,091 | $1,376 | $1,376 |
| CITIGRUOP INC: C | P | 2020-03-17 | 2020-04-29 | $8,940 | $7,210 | $1,730 | $1,730 |
| KOHLS CORP: KSS | P | 2020-03-17 | 2020-04-29 | $6,716 | $5,375 | $1,341 | $1,341 |
| GENERAL MOTORS CO: GM | P | 2020-03-17 | 2020-05-18 | $6,787 | $5,489 | $1,298 | $1,298 |
| SPDR S&P HOMEBUILDERS ETF : XHB | P | 2020-04-16 | 2020-05-20 | $12,217 | $9,780 | $2,437 | $2,437 |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF : XMLV | P | 2020-02-27 | 2020-05-26 | $7,353 | $9,024 | -$1,671 | -$1,671 |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF : SPHD | P | 2020-02-27 | 2020-05-26 | $8,200 | $10,059 | -$1,859 | -$1,859 |
| SPDR S&P 600 SMALL CAP VALUE ETF : SLYV | P | 2020-02-27 | 2020-05-26 | $9,529 | $11,540 | -$2,011 | -$2,011 |
| WISDOMTREE US SMALLCAP ETF : EES | P | 2020-02-27 | 2020-05-26 | $8,252 | $9,822 | -$1,570 | -$1,570 |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF : XMLV | P | 2020-02-27 | 2020-05-27 | $5,561 | $6,755 | -$1,194 | -$1,194 |
| INVESCO S&P 500 HIGH VOLATILITY ETF : SPHD | P | 2020-02-27 | 2020-05-27 | $6,349 | $7,565 | -$1,216 | -$1,216 |
| SPDR S&P 600 SMALL CAP VALUE ETF : SLYV | P | 2020-02-27 | 2020-05-27 | $7,340 | $8,641 | -$1,301 | -$1,301 |
| WISDOMTREE US SMALLCAP ETF : EES | P | 2020-02-27 | 2020-05-27 | $5,926 | $6,875 | -$949 | -$949 |
| SCHWAB INTERNATIONAL EQUITY ETF : SCHF | P | 2019-01-01 | 2020-04-29 | $30,711 | $31,973 | -$1,262 | -$1,262 |
| SCHWAB INTERNATIONAL EQUITY ETF : SCHF | P | 2019-03-13 | 2020-05-26 | $31,371 | $34,048 | -$2,677 | -$2,677 |
| SCHWAB INTERNATIONAL EQUITY ETF : SCHF | P | 2019-03-13 | 2020-05-27 | $23,653 | $25,536 | -$1,883 | -$1,883 |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF : SPHD | P | 2019-01-01 | 2020-05-28 | $18,923 | $18,736 | $187 | $187 |
| SCHWAB US LARGE CAP VALUE ETF : SPHV | P | 2019-01-01 | 2020-05-28 | $120,099 | $119,778 | $321 | $321 |
| SPDR DOW JONES INDUSTRIAL AVRG ETF @:DIA | P | 2019-01-01 | 2020-05-28 | $23,973 | $21,343 | $2,630 | $2,630 |
| SPDR DOW JONES INDUSTRIAL AVRG ETF @:DIA | P | 2020-05-13 | 2020-05-28 | $24,138 | $21,820 | $2,318 | $2,318 |
| SPDR DOW JONES INDUSTRIAL AVRG ETF @:DIA | P | 2020-05-13 | 2020-05-28 | $47,877 | $43,407 | $4,470 | $4,470 |
| WISDOMTREE US SMALLCAP ETF: EES | P | 2019-01-01 | 2020-06-02 | $13,795 | $13,238 | $557 | $557 |
| FIRST TRUST MORNINGSTAR DIV LDRS ETF : FDL | P | 2019-01-01 | 2020-06-03 | $59,971 | $61,815 | -$1,844 | -$1,844 |
| SCHWAB INTERNATIONAL EQUITY ETF : SCHF | P | 2020-02-27 | 2020-06-03 | $8,771 | $8,917 | -$146 | -$146 |
| SPDR S&P 400 MID CAP GROWTH ETF: MDGY | P | 2020-03-16 | 2020-06-03 | $7,117 | $5,331 | $1,786 | $1,786 |
| SPDR S&P 600 SMALL CAP VALUE ETF : SLYV | P | 2020-02-27 | 2020-06-03 | $22,579 | $24,784 | -$2,205 | -$2,205 |
| VANGUARD MID CAP VALUE ETF: VOE | P | 2020-05-13 | 2020-06-03 | $45,996 | $38,890 | $7,106 | $7,106 |
| FIRST TRUST MORNINGSTAR DIV LDRS ETF: FDL | P | 2019-01-01 | 2020-06-04 | $60,259 | $52,540 | $7,719 | $7,719 |
| EXXON MOBILE CORP: XOM | P | 2020-02-26 | 2020-06-05 | $5,251 | $5,308 | -$57 | -$57 |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF : XMLV | P | 2019-01-01 | 2020-06-05 | $17,503 | $18,537 | -$1,034 | -$1,034 |
| NIKE INC CLASS B : NKE | P | 2020-03-17 | 2020-06-05 | $4,234 | $2,627 | $1,607 | $1,607 |
| SCHWAB EMERGING MARKETS EQUITY ETF: SCHE | P | 2020-02-27 | 2020-06-05 | $37,275 | $37,921 | -$646 | -$646 |
| SCHWAB INTERNATIONAL EQUITY ETF : SCHF | P | 2020-02-27 | 2020-06-05 | $38,565 | $38,465 | $100 | $100 |
| SCHWAB US DIVIDEND EQUITY ETF : SCHD | P | 2020-04-01 | 2020-06-05 | $28,188 | $22,082 | $6,106 | $6,106 |
| SELECT SECTOR UTI SELECTSPDR ETF: XLU | P | 2020-03-16 | 2020-06-05 | $48,728 | $41,128 | $7,600 | $7,600 |
| VANGUARD FTSE DEVELOPED MARKETS ETF: VEA | P | 2020-05-14 | 2020-06-05 | $28,047 | $23,756 | $4,291 | $4,291 |
| VANGUARD SMALL CAP ETF IV: VB | P | 2019-01-01 | 2020-06-05 | $43,097 | $34,771 | $8,326 | $8,326 |
| FIRST TRUST PREFERRED SEC INCOME ETF: FPE | P | 2019-01-01 | 2020-06-16 | $46,528 | $48,581 | -$2,053 | -$2,053 |
| PIMCO 0-5 YEAR HIGH YLD BND IDX ETF: HYS | P | 2019-01-01 | 2020-06-16 | $48,535 | $45,704 | $2,831 | $2,831 |
| SCHWAB US SMALL CAP ETF: SCHA | P | 2020-04-21 | 2020-06-16 | $48,719 | $38,878 | $9,841 | $9,841 |
| SPDR BLOOMBERG BARCLAYS CONVERTIBLE: CWB | P | 2020-03-16 | 2020-06-16 | $59,095 | $43,897 | $15,198 | $15,198 |
| VANGUARD INTERMEDIATE TERM CO ETF IV: VCIT | P | 2019-01-01 | 2020-06-16 | $115,953 | $98,996 | $16,957 | $16,957 |
| INDEXIQ MERGER ARBITRAGEETF : MNA | P | 2019-01-01 | 2020-06-23 | $24,507 | $25,036 | -$529 | -$529 |
| SCHWAB INTERNATIONAL EQUITY ETF: SCHF | P | 2019-03-13 | 2020-06-03 | $29,062 | $29,436 | -$374 | -$374 |
| SPDR S&P 400 MID CAP GROWTH ETF: MDGY | P | 2019-03-13 | 2020-06-03 | $92,187 | $86,795 | $5,392 | $5,392 |
| SCHWAB EMERGING MARKETS EQUITY ETF : SCHE | P | 2019-03-13 | 2020-06-05 | $114,825 | $119,338 | -$4,513 | -$4,513 |
| PIMCO 0-5 YEAR HIGH YLD BND IDX ETF: HYS | P | 2019-01-01 | 2020-06-16 | $57,723 | $61,866 | -$4,143 | -$4,143 |
| INDEXIQ MERGER ARBITRAGEETF: MNA | P | 2018-06-01 | 2020-06-23 | $28,838 | $28,241 | $597 | $597 |
| DROPBOX INC: DBX | P | 2019-01-01 | 2020-08-20 | $40,916 | $43,737 | -$2,821 | -$2,821 |
| EXELIXIS INC: EXEL | P | 2019-01-01 | 2020-08-20 | $34,815 | $37,493 | -$2,678 | -$2,678 |
| GW PHARMACEUTIC PLC FSPONSORED ADR 1 ADR REPS: GWPH | P | 2020-07-07 | 2020-08-20 | $18,022 | $21,478 | -$3,456 | -$3,456 |
| INVESCO BULLETSHARES 2023 CORPORATE BOND STF: BSCN | P | 2020-03-16 | 2020-08-20 | $11,727 | $10,778 | $949 | $949 |
| JPMORGAN ULTRA SHORT INCOME ETF: JPST | P | 2019-01-01 | 2020-08-20 | $162,965 | $158,573 | $4,392 | $4,392 |
| VMWARE INC CLASS A : VMW | P | 2019-01-01 | 2020-08-20 | $41,722 | $43,862 | -$2,140 | -$2,140 |
| WELLS FARGO & CO: WFC | P | 2020-07-17 | 2020-08-20 | $20,518 | $21,778 | -$1,260 | -$1,260 |
| WISDOMTREE INTRST RT HDGAGRG ETF IV: AGZD | P | 2020-03-16 | 2020-08-20 | $20,584 | $20,193 | $391 | $391 |
| CONOCOPHILLIPS: COP | P | 2020-07-10 | 2020-08-21 | $1,949 | $2,003 | -$54 | -$54 |
| CONOCOPHILLIPS: COP | P | 2020-07-10 | 2020-08-21 | $19,757 | $20,308 | -$551 | -$551 |
| SOUTHWAST AIRLINES: LUV | P | 2019-01-01 | 2020-08-21 | $36,464 | $34,134 | $2,330 | $2,330 |
| INVESCO BULLETSHARES 2023 CORPORATE BOND STF: BSCN | P | 2019-03-19 | 2020-08-20 | $42,972 | $40,485 | $2,487 | $2,487 |
| WISDOMTREE INTRST RT HDGAGRG ETF IV: AGZD | P | 2018-06-01 | 2020-08-20 | $26,520 | $26,979 | -$459 | -$459 |
| MERCK & CO.: MRK | P | 2020-08-21 | 2020-09-30 | $24,902 | $25,409 | -$507 | -$507 |
| TEXAS INSTRUMENTS: TXN | P | 2020-08-21 | 2020-10-01 | $28,924 | $27,815 | $1,109 | $1,109 |
| CIENA CORP: CIEN | P | 2020-09-09 | 2020-10-05 | $21,064 | $21,475 | -$411 | -$411 |
| FULTON FINL CORP PA: FULT | P | 2020-07-10 | 2020-10-05 | $22,788 | $21,654 | $1,134 | $1,134 |
| HESS CORP: HES | P | 2020-08-28 | 2020-10-05 | $17,788 | $21,162 | -$3,374 | -$3,374 |
| SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF: XES | P | 2020-07-10 | 2020-10-05 | $20,830 | $22,399 | -$1,569 | -$1,569 |
| UNDERARMOUR INC CLASS A: UAA | P | 2020-09-09 | 2020-10-05 | $12,277 | $10,817 | $1,460 | $1,460 |
| WALT DISNEY CO: DIS | P | 2020-08-21 | 2020-10-05 | $24,659 | $25,568 | -$909 | -$909 |
| F N B CORP PA: FNB | P | 2020-07-10 | 2020-10-07 | $23,169 | $21,198 | $1,971 | $1,971 |
| ABERDEEN STND INV BLMBRGSTRG ETF: BCI | P | 2020-07-30 | 2020-10-07 | $13,985 | $13,150 | $835 | $835 |
| CATERPILLER INC: CAT | P | 2020-08-21 | 2020-10-26 | $32,573 | $27,672 | $4,901 | $4,901 |
| CHARLES SCHWAB US REIT ETF:SCHH | P | 2020-07-29 | 2020-10-26 | $43,221 | $44,662 | -$1,441 | -$1,441 |
| FIRST TRUST MORNINGSTAR DIV LDRS ETF: FDL | P | 2020-09-24 | 2020-10-26 | $4,458 | $4,279 | $179 | $179 |
| FT CBOE VEST US EQUITY BUFFER ETF : FJUL | P | 2019-01-01 | 2020-10-26 | $51,759 | $50,636 | $1,123 | $1,123 |
| FT CBOE VEST US EQUITY DEEP BFR ETF: DFEB | P | 2019-01-01 | 2020-10-26 | $127,696 | $121,250 | $6,446 | $6,446 |
| INTEL CORP: INTC | P | 2020-08-21 | 2020-10-26 | $23,287 | $24,554 | -$1,267 | -$1,267 |
| ISHARES CORE HIGH DIVIDEND ETF: HDV | P | 2020-08-21 | 2020-10-26 | $4,343 | $4,286 | $57 | $57 |
| ISHARES PREFERRED INCOMESEC ETF: PFF | P | 2020-09-24 | 2020-10-26 | $5,853 | $5,692 | $161 | $161 |
| PROSHARES SHORT QQQ ETF: PSQ | P | 2019-01-01 | 2020-10-26 | $68,775 | $66,463 | $2,312 | $2,312 |
| SELECT SECTOR UTI SELECTSPDR ETF: XLU | P | 2020-09-24 | 2020-10-26 | $3,170 | $2,846 | $324 | $324 |
| SELECT STR FINANCIAL SELECT SPDR ETF: XLF | P | 2020-09-24 | 2020-10-26 | $2,981 | $2,846 | $135 | $135 |
| VANGUARD TOTAL INTERNATLBND ETF IV: BNDX | P | 2020-09-24 | 2020-10-26 | $5,715 | $5,694 | $21 | $21 |
| CAMPBELL SOUP CO: CPB | P | 2019-01-01 | 2020-09-29 | $42,044 | $42,773 | -$729 | -$729 |
| BRISTOL-MYERS SQUIBB: BMY | P | 2020-09-02 | 2020-09-30 | $10,769 | $10,923 | -$154 | -$154 |
| COLGATE-PALMOLIVE CO: CL | P | 2020-07-08 | 2020-09-30 | $23,535 | $22,573 | $962 | $962 |
| ERIE INDEMNITY CO CLASS A: ERIE | P | 2015-11-24 | 2020-10-27 | $19,403 | $7,852 | $11,551 | $11,551 |
| IVESCO S&P MIDCAP LOW VOLATILITY ETF: XMLV | P | 2020-10-26 | 2020-11-09 | $12,768 | $12,049 | $719 | $719 |
| INVESCO S&P SMALLCAP LOWVOLATILITY ETF: XSLV | P | 2020-10-26 | 2020-11-09 | $9,649 | $9,040 | $609 | $609 |
| INVESCO S&P 500 EQUAL WEIGHT ETF : RSP | P | 2020-10-26 | 2020-11-09 | $13,131 | $12,030 | $1,101 | $1,101 |
| VIATRIS INC: VTRS | P | 2020-09-02 | 2020-11-17 | $8 | $8 | $8 | |
| VIATRIS INC: VTRS | P | 2020-09-02 | 2020-11-17 | $8 | $8 | $0 | $0 |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF : XMLV | P | 2020-10-26 | 2020-11-18 | $19,295 | $18,094 | $1,201 | $1,201 |
| INVESCO S&P SMALLCAP LOWVOLATILITY ETF: XSLV | P | 2020-10-26 | 2020-11-18 | $14,894 | $13,560 | $1,334 | $1,334 |
| INVESCO S&P 500 EQUAL WEIGHT ETF: RSP | P | 2020-10-26 | 2020-11-18 | $20,017 | $18,157 | $1,860 | $1,860 |
| SCHWAB US LARGE CAP VALUE ETF: SCHV | P | 2020-10-26 | 2020-11-18 | $26,352 | $24,148 | $2,204 | $2,204 |
| ABBVIE INC: ABBV | P | 2019-01-01 | 2020-11-24 | $16,907 | $14,686 | $2,221 | $2,221 |
| ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS: BUD | P | 2020-10-26 | 2020-11-24 | $19,670 | $16,242 | $3,428 | $3,428 |
| CHEVRON CORP: CVX | P | 2020-08-21 | 2020-11-24 | $18,044 | $16,245 | $1,799 | $1,799 |
| CONOCOPHILLIPS: COP | P | 2020-10-26 | 2020-11-24 | $20,078 | $13,590 | $6,488 | $6,488 |
| EXXON MOBILE CORP: XOM | P | 2019-01-01 | 2020-11-24 | $14,533 | $15,730 | -$1,197 | -$1,197 |
| FIST TRUST SENIOR LOAN ETF: FTSL | P | 2019-01-01 | 2020-11-24 | $171,598 | $167,798 | $3,800 | $3,800 |
| METLIFE INC: MET | P | 2020-10-26 | 2020-11-24 | $8,234 | $6,740 | $1,494 | $1,494 |
| MORGAN STANLEY: MS | P | 2020-10-26 | 2020-11-24 | $8,318 | $6,729 | $1,589 | $1,589 |
| STARBUCKS CORP: SBUX | P | 2020-10-26 | 2020-11-24 | $10,728 | $9,759 | $969 | $969 |
| VALE SA FSPONSORED ADR 1 ADR REPS: VALE | P | 2020-10-26 | 2020-11-24 | $16,607 | $13,586 | $3,021 | $3,021 |
| 3M CO: MMM | P | 2020-07-17 | 2020-11-24 | $22,824 | $20,785 | $2,039 | $2,039 |
| FIRST TRUST TCW OPPORTUNISTIC FI ETF: FIXD | P | 2019-01-01 | 2020-12-18 | $168,272 | $167,248 | $1,024 | $1,024 |
| HP INC.: HPQ | P | 2020-10-26 | 2020-12-18 | $35,983 | $27,090 | $8,893 | $8,893 |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF : XMLV | P | 2020-10-26 | 2020-12-18 | $20,005 | $18,051 | $1,954 | $1,954 |
| INVESCO S&P SMALLCAP LOWVOLATILITY ETF: XSLV | P | 2020-10-26 | 2020-12-18 | $15,778 | $13,560 | $2,218 | $2,218 |
| VALE SA FSPONSORED ADR 1 ADR REPS: VALE | P | 2020-10-26 | 2020-12-18 | $21,123 | $13,586 | $7,537 | $7,537 |
| ISHARES MSCI EAF MIN VOLFCT ETF: EFAV | P | 2020-10-26 | 2020-12-14 | $38,766 | $36,128 | $2,638 | $2,638 |
| SCHWAB INTERMEDIATE TERMUS TRS ETF: SCHR | P | 2019-01-01 | 2020-12-14 | $156,313 | $156,715 | -$402 | -$402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,641 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,081 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,081 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $2,363 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATTHEW C CRAMER TRUSTEE | IndividualWithBooksNm |
| Phone | 7175308600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 WEST KING STREET | AddressLine1Txt |
| City | SHIPPENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW C CRAMER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 WEST KING STREET | AddressLine1Txt |
| City | SHIPPENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHAIRPERSON | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,304,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $802,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,106,786 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,106,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,075,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,081 | TotalTaxAmt |
| Distributable Before Adj | $100,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,678 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,745 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,745 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $87,745 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,694 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,745 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,694 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,051 | 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 | $19,627 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MATTHEW C CRAMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 WEST KING STREET | AddressLine1Txt |
| City | SHIPPENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7175308600 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM - GRANTEES MUST BE PUBLIC CHARITIES, INCLUDE NAME, ADDRESS, EIN, AND SPECIFIC PURPOSE OF REQUEST IF ANY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRIST AMONG NEIGHBORS | |||||||
| 130 S PENN ST | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| CIVIC CLUB OF SHIPPENSBURG | |||||||
| PO BOX 593 | SHIPPENSBURG | PA | 17257 | NONE | PC | SUPPORT COMMUNITY NURSE PROGRAM | $5,000 |
| CUMBERALND VALLEY HOSE COMPANY #2 | |||||||
| 20 WALNUT BOTTOM ROAD | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| DREW MICHAEL TAYLOR FOUNDATION | |||||||
| 7 S EARL ST | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $2,500 |
| LITTLE LEAGUE BASEBALL INC | |||||||
| PO BOX 461 | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| MAKE-A-WISH GREATER PA AND WEST VA | |||||||
| 2951 WHITEFORD ROAD SUITE 304 | YORK | PA | 17402 | NONE | PC | GENERAL CONTRIBUTION | $2,000 |
| NEWBURG FIRST CHURCH OF GOD | |||||||
| 260 NEWBURG RD | NEWBURG | PA | 17240 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| NEWBURG UNITED METHODIST CHURCH | |||||||
| 203 NORTH HIGH STREET | NEWBURG | PA | 17240 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| NEWBURG-HOPEWELL VOLUNTEER FIRE COMPANY | |||||||
| PO BOX 593 | NEWBURG | PA | 17240 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| ROCK RUN ANIMAL RESCUE | |||||||
| PO BOX 272 | NEWVILLE | PA | 17241 | NONE | PC | GENERAL CONTRIBUTION | $1,000 |
| SHIPPENSBURG AREA ATHLETIC ASSOCIATION | |||||||
| 4 RAVEN WAY | SHIPPENSBURG | PA | 17257 | NONE | PC | STADIUM RENOVATION | $2,500 |
| SHIPPENSBURG AREA EMERGENCY SERVICES | |||||||
| PO BOX 69 | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $2,500 |
| SHIPPENSBURG HISTORICAL SOCIETY | |||||||
| 52 WEST KING STREET | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $2,500 |
| SHIPPENSBURG MEALS ON WHEELS | |||||||
| PO BOX 385 | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $1,000 |
| SHIPPENSBURG PRODUCE OUTREACH INC | |||||||
| 130 S PENN ST | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| SHIPPENSBURG PUBLIC LIBRARY | |||||||
| 73 W KING STREET | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| UNITED WAY OF SHIPPENSBURG AREA | |||||||
| PO BOX 3 | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| VIGILANT HOSE COMPANY #1 | |||||||
| 20 WALNUT BOTTOM ROAD | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| WEST END FIRE & RESCUE COMPANY NO 3 | |||||||
| 49 LURGAN AVENUE | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| KATIE'S PLACE OF SHIPPENSBURG | |||||||
| 130 S PENN STREET | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $2,500 |
| REINS OF RHYTHM RIDING & HORSEMANSHIP INC | |||||||
| 4035 MCCLAYS MILL RD | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $2,500 |
| BOYS & GIRLS CLUB OF CHAMBERSBURG & SHIPPENSBURG | |||||||
| 73 W BURD ST | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $1,000 |
| SHIPPENSBURG MIDGET FOOTBALL LEAGUE | |||||||
| PO BOX 49 | SHIPPENSBURG | PA | 17257 | NONE | PC | GENERAL CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $205,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $235,092 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,092 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MATTHEW C & KIMBERLY D CRAMER | ||||||
| 1 | 833 WEST KING STREET | SHIPPENSBURG | PA | 17257 | $25,000 | Yes (X) |
| PATRICIA A AND SAMUEL J FURRY | ||||||
| 2 | 2739 ST JOSEPH LANE | CHAMBERSBURG | PA | 172027048 | $6,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,490 | Amt |
| Net Investment Income | $1,745 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,745 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS AND EXCHANGE TRADED FUNDS | StockNm |
| EOY Book Value | $1,076,630 | EOYBookValueAmt |
| EOYFMV | $1,170,355 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL | $89 |
| BOOK BASIS ADJUSTMENT PRIOR YEAR CONTRIBUTED ASSET | $13,269 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL ADVISOR | CategoryTxt |
| Amt | $9,726 | Amt |
| Net Investment Income | $9,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $1 | $1 | $0 |
| EXCISE TAX BASED ON INVESTMENT INCOME | $1,413 | $0 | $0 |