2019-05-02T12:40:58-07:00 2019-01-31 264061548 Elissa Kirkegard CPA 3884 Stump Road Doylestown PA 18902 990PF 2018-02-01 237751390 M Verna Butterer Educational Trust MVER 2152490503 PO Box 273 Fountainville PA 18923 Elissa J Kirkegard Foundation Manager 2019-05-02 true Elissa J Kirkegard P01224798 2152490440 X 2018 2019-02-21 02:37:17Z X 7004260 X X 5381 5381 243105 243105 216294 673699 216294 464780 464780 61539 61539 1255 1255 4900 3408 3408 71102 0 66202 180196 180196 251298 0 246398 213482 464780 384424 403843 404155 1206473 1171133 1206473 1206473 1401734 1401734 1600109 3323029 3481757 3793523 6280320 6493807 7004260 4 9 4 9 X 5288367 5475775 991949 1018023 6280316 6493798 6280320 6493807 6280316 213482 6493798 6493798 INVESCO LONG TERM DISTRIBUTION P 2016-01-01 2018-12-31 183699 183699 183699 200,000 FORD P 2016-01-01 2018-08-01 200000 191966 8034 8034 290,000 HARTFORD P 2016-01-01 2019-01-15 290000 265439 24561 24561 216294 false 419206 5990340 0.06998 417776 5690579 0.07342 422618 5777636 0.07315 442847 5860980 0.07556 359575 5507482 0.06529 0.357389 0.071478 5895909 421428 4648 426076 426594 X 4648 4648 4648 4997 4997 349 349 false false false false false false false false true true PA true false false false false true BUTTERER.ORG Elissa J Kirkegard Admin 2152490503 PO Box 273 Fountainville PA 189230273 false false false false false false false false false false false false false false false false false false false false false false false false false false false Suzanne Barnhurst PO Box 273 Fountainville PA 18923 Trustee 1.00 4000 Phyllis Sampson James PO Box 273 Fountainville PA 18923 Trustee 1.00 2000 Miriam M Reimel PO Box 723 Fountainville PA 18923 Trustee 1.00 4000 Elissa J Kirkegard PO Box 273 Fountainville PA 18923 Administrator 30.00 51539 Shannon E Jefferson-Stellato 5877 Village Lane Doylestown PA 18902 Trustee 1.00 0 NONE NONE For every scholarship/loan awarded, 50% is a gift (reported on Part I, Line 25 in the year paid) and 50% is a loan to be repaid five years after graduation or funding from the trust whichever shall occur first (See Loans Receivable for total outstanding loans at 1/31) This represents 50% of the scholarships/loans paid from 2/1 to 1/31 of this fiscal year. 5535423 450271 0 5985694 0 5985694 89785 5895909 294795 294795 4648 4648 290147 144857 435004 435004 246398 180196 426594 4648 421946 435004 34857 426594 34857 0 391737 43267 M VERNA BUTTERER EDUCATIONAL TRUST PO BOX 273 FOUNTAINVILLE PA 18923 2152490503 The form in which application should be submitted is available through public and private high school guidance departments as well as colleges and universities in Bucks County.The Educational Trust distributes applications by mail to any individual that makes the request.The application form is attached hereto and now available on line at the website of the organization. MARCH 15 Restricted to Bucks County, PA needy residents BOSTON COLLEGE SCHOLARSHIP FBO SCHLOO CHESTNUT HILL MA 02467 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3865 BLUFFTON UNIVERSITY SCHOLARSHIP FBO RUSH BLUFFTON OH 45817 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 8984 BOSTON UNIVERSITY SCHOOL OF MEDICIN SCHOLARSHIP FBO DAMICO BOSTON MA 02215 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 7000 BRYN MAWR COLLEGE SCHOLARSHIP FBO ADNANE BRYN MAWR PA 19010 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 5116 CEDAR CREST COLLEGE SCHOLARSHIP FBO YAUN ALLENTOWN PA 18104 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 4021 DELAWARE VALLEY UNIVERSITY SCHOLARSHIP FBO BAILEY WEBER ROTE DOYLESTOWN PA 18901 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 11208 DESALES UNIVERSITY SCHOLARSHIP FBO SATTELE CENTER VALLEY PA 18034 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 2880 DREXEL UNIVERSITY SCHOLARSHIP FBO HOKE PHILADELPHIA PA 19101 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3030 DUQUESNE UNIVERSITY SCHOLARSHIP FBO MC ILHINNEY PITTSBURGH PA 15282 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 6950 FASHION INSTITUTE SCHOLARHSIP FBO OMESI NEW YORK NY 10001 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 7000 ITHACA COLLEGE SCHOLARSHIP FBO ROLLERI ITHACA NY 14850 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3500 FRANKLIN MARSHALL SCHOLARSHIP FBO SCHICK LANCASTER PA 17603 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 500 GWYNEDD MERCY UNIVERSITY SCHOLARSHIP FBO JALOWIEC GWYNEDD VALLEY PA 19437 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 7000 MESSIAH COLLEGE SCHOLARSHIP FBO GEIB GRANTHAM PA 17027 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 875 UNIVERSITY OF FLORIDA SCHOLARSHIP FBO KUSTERS GAINVESVILLE FL 32611 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 7000 UNIVERSITY OF MICHIGAN SCHOLARSHIP FBO YEGER ANN ARBOR MI 48109 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 7000 PENN STATE UNIVERSITY SCHOLARSHIPS FBO MULTIPLE RECIPIENTS UNIVERSITY PARK PA 16802 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 16416 UNIVERSITY OF VERMONT SCHOLARSHIP FBO WALI BURLINGTON VT 05405 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 7000 ROCHESTER INSTITUTE OF TECHNOLOGY SCHOLARSHIPS FBO ALDERFER L B ROCHESTER NY 14623 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 7000 RUTGERS UNIVERSITY SCHOLARSHIP FBO LYNN N J NEW BRUNSWICK NJ 08903 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 7000 UNIVERSITY OF TAMPA SCHOLARSHIP FBO MULTIPLE RECIPIENTS TAMPA FL 33606 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 8490 ROWAN UNIVERSITY SCHOLARSHIP FBO THARAKAN GLASSBORO NJ 08028 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 7000 TEMPLE UNIVERSITY SCH FBO MULTIPLE RECIPIENTS PHILADELPHIA PA 19182 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 8933 UNIVERSITY OF PITTSBURGH SCHOLARSHIP FBO VENTRESCA KELLY PITTSBURGH PA 15264 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 11300 UNIVERSITY OF VIRGINIA SCHOLARSHIP FBO ZULUAGA CHARLOTTESVILLE VA 22904 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 550 WAYNESBURG UNIVERSITY SCHOLARSHIP FBO HAINES WAYNESBURG PA 19370 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 5938 WEST CHESTER UNIVERSITY SCHOLARSHIP FBO PURDY WEST CHESTER PA 19383 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 640 WIDENER UNIVERSITY SCHOLARSHIP FBO BROWN ROBINSON CHESTER PA 19013 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 14000 180196 14 5381 14 243105 216294 248486 216294 464780 8 The mutual fund investment distributes long term capital gains each year. false false false false false false false false false false VOYA NOW Aetna Services 355254 398654 First Union Cap 184254 248016 BANK OF AMERICA (NationsBank) 297754 354615 Weyerhaeuser 302629 351369 HERTZ CORPORATION 108079 90750 TCI COMMUNICATIONS 76804 98623 GOODYEAR TIRE & RUBBER 150755 172935 ALCOA now ARCONIC 173860 200500 CREDIT SUISSE 5.4% 94496 102061 GOLDMAN SACHS 6.45% 191512 232896 VIRTUS MULTI SECT SHT TRM BD C 250000 243775 MORGAN STANLEY 5.75% 50584 52491 HEWLETT PACKARD 4.3% 48959 51199 BERKSHIRE 4.40% 99958 104426 DOW CHEMICAL 4.747% 94255 91491 MORGAN STANLEY 4.35% 99776 101183 AT&T 4.702% 194809 188912 ENERGY TRANSFER 6.05% 98885 102157 HEWLETT PACKARD 6% 23677 26197 MICROSOFT 3.5% 48504 48102 VERIZON 3.85% 45203 44818 EXELON 5.6% 98868 97798 KRAFT HEINZ 5% 96546 95766 MYLAN 5.4% 95770 88849 HEWLETT PACKARD 6.2% 200566 205940 INVESCO VK GR & INC 1401734 1600109 LEGAL FEES 1255 0 0 1255 Bank Charge 8 8 Dues 750 750 Liability Insurance 1431 1431 Office Supplies 862 862 Postage Expense 357 357 Rounding 4 9 Estimated Deposits 4900