MARK L BUTLER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARK L BUTLER FOUNDATION (EIN 46-1540451)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-04
- IRS object ID
- 201902479349100750
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-04T09:17:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 211 HOUSE AVENUE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461540451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARK BUTLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7172435516 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 NEWVILLE ROAD | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK L BUTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7172435516 | PhoneNum |
| Signature | 2019-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA M MULLIN CPA | PreparerPersonNm |
| PTIN | P00639068 | PTIN |
| Phone | 7177617210 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.201.234.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-27 | IPDt |
| IP Tm | 09:39:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 501B217634A2F4FD98DBF62133C0BD4A6A47FB4A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,857,453 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $171,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,208,612 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,189 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $214,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,095 | 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 | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,280 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $601 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,234 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,946 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,946 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,298 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,772,605 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,824,015 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,758,155 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,837,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,923,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,857,453 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,837,829 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,923,313 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,837,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,923,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,837,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,923,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,837,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,484 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,923,313 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,923,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1106.331 EDGEWOOD GROWTH FUND INSTL CL | P | 2015-12-18 | 2018-03-08 | $36,000 | $23,698 | $12,302 | $12,302 |
| 6918.819 DOUBLELINE TOTAL RETURN BOND FD CL I | P | 2015-12-18 | 2018-03-08 | $72,371 | $75,000 | -$2,629 | -$2,629 |
| 4128.806 FEDERATED STRAT VAL DIVID FD INSTL CL -662 | P | 2016-06-15 | 2018-03-08 | $23,906 | $25,310 | -$1,404 | -$1,404 |
| 3126.041 FIERA CAPITAL SMALL/MID-CAP GRTH FD | P | 2016-01-11 | 2018-03-08 | $68,554 | $51,850 | $16,704 | $16,704 |
| 3766.769 HARDING LOEVNER GLBL EO FD INSTL CL | P | 2016-12-01 | 2018-03-08 | $146,000 | $111,847 | $34,153 | $34,153 |
| 900. ISHARES MSCI EMERGING MKTS ETF | P | 2016-12-01 | 2018-03-08 | $43,888 | $31,818 | $12,070 | $12,070 |
| 47. ISHARES RUSSELL MIDCAP ETF | P | 2016-12-01 | 2018-03-08 | $9,934 | $8,352 | $1,582 | $1,582 |
| 3858.594 LAZARD EMERGING MKTS PORT INSTL CL | P | 2016-06-15 | 2018-03-08 | $80,722 | $56,413 | $24,309 | $24,309 |
| 3959.596 MAINSTAY EPOCH GLOBAL EO YLD FD CL I | P | 2016-06-15 | 2018-03-08 | $76,895 | $70,006 | $6,889 | $6,889 |
| 2730.374 VAUGHAN NELSON VALUE OPPORT FD CL Y | P | 2015-04-08 | 2018-03-08 | $62,553 | $62,990 | -$437 | -$437 |
| 1369.751 TIAA-CREF LG CAP GRTH IDX FD INSTL CL | P | 2016-12-01 | 2018-03-08 | $41,750 | $30,682 | $11,068 | $11,068 |
| 507.494 VANGUARD REIT INDEX FD ADM CL -5123 | P | 2016-02-02 | 2018-03-08 | $54,058 | $54,941 | -$883 | -$883 |
| 323.135 VANGUARD INSTL INDEX FD -94 | P | 2016-09-14 | 2018-03-08 | $80,900 | $63,053 | $17,847 | $17,847 |
| 682.962 VANGUARD VALUE INDEX FD ADM CL | P | 2016-12-01 | 2018-03-08 | $28,500 | $24,354 | $4,146 | $4,146 |
| 3196.023 FEDERATED TOTAL RETURN BD FD INSTL CL -328 | P | 2015-01-16 | 2018-06-07 | $33,750 | $35,604 | -$1,854 | -$1,854 |
| 5003.012 JOHN HANCOCK II GLBL ABS RETN STRAT FD CL I | P | 2016-09-14 | 2018-06-07 | $51,031 | $49,874 | $1,157 | $1,157 |
| 833.333 PIMCO INCOME FD INSTL CL | P | 2015-12-18 | 2018-06-07 | $10,000 | $10,000 | $0 | $0 |
| 77. VANGUARD SHORT-TERM BOND ETF | P | 2014-12-29 | 2018-06-07 | $6,013 | $6,155 | -$142 | -$142 |
| 283.554 FEDERATED TOTAL RETURN BD FD INSTL CL -328 | P | 2015-01-16 | 2018-07-16 | $3,000 | $3,159 | -$159 | -$159 |
| 471.598 SMEAD VALUE FUND CL 11 | P | 2016-06-15 | 2018-07-16 | $22,250 | $17,431 | $4,819 | $4,819 |
| 46.729 TIAA-CREF LG CAP GRTH IDX FD INSTL CL | P | 2016-12-01 | 2018-07-16 | $1,500 | $1,047 | $453 | $453 |
| 674.916 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FD CL I | P | 2017-09-27 | 2018-06-07 | $6,000 | $6,068 | -$68 | -$68 |
| 664.488 LORD ABBETT FLOATING RATE FD CL I | P | 2018-03-08 | 2018-06-07 | $6,100 | $6,113 | -$13 | -$13 |
| 53.06 PRINCIPAL MID CAP FD INSTL CL | P | 2018-03-08 | 2018-06-07 | $1,500 | $1,454 | $46 | $46 |
| 220.758 UMB VALUE FD CL L -1368 | P | 2018-03-08 | 2018-06-07 | $16,250 | $15,294 | $956 | $956 |
| 3442.797 BARON EMERGING MARKETS FD INSTL CL | P | 2018-03-08 | 2018-07-16 | $48,750 | $53,845 | -$5,095 | -$5,095 |
| 803.236 DIAMOND HILL LARGE CAP FD CL I | P | 2017-09-27 | 2018-07-16 | $21,350 | $21,125 | $225 | $225 |
| 1208.38 OAKMARK INTL LARGE BLEND FD INSTL CL | P | 2018-03-08 | 2018-07-16 | $32,300 | $34,499 | -$2,199 | -$2,199 |
| 676.247 VANGUARD EMRG MKTS STK IDX FD ADM CL | P | 2018-03-08 | 2018-07-16 | $24,000 | $26,786 | -$2,786 | -$2,786 |
| 3750.298 BARON EMERGING MARKETS FD INSTL CL | P | 2018-03-08 | 2018-08-15 | $50,179 | $58,655 | -$8,476 | -$8,476 |
| CAPITAL GAINS DIVIDENDS | P | $48,608 | $48,608 | $48,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,189 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,969,135 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038005 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,527 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,851,721 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059689 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,601 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,978,297 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059446 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $114,691 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,110,744 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054337 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,955 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,020,140 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024233 | DistributionYr5Rt |
| Total Distribution | 0.235710 | TotalDistributionRt |
| Average Distribution | 0.047142 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,029,516 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,675 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,969 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,644 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,221 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,980 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,011 | OverpaymentAmt |
| Applied To ES Tax | $3,011 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 | WWW.MARKBUTLERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARK L BUTLER | IndividualWithBooksNm |
| Phone | 7172435516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 NEWVILLE ROAD | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17015 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARK L BUTLER | ||||||||
| 1701 NEWVILLE ROAD | CARLISLE | PA | 17015 | CHAIRMAN AND TRUSTEE | 5.00 | $0 | $0 | $0 |
| BROOKE A ROMITO | ||||||||
| 214 SENTINEL DRIVE | CARLISLE | PA | 17015 | BOARD MEMBER, SECRETARY | 1.00 | $0 | $0 | $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 |
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 | $2,012,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,060,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,060,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,029,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,969 | TotalTaxAmt |
| Distributable Before Adj | $99,507 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,507 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,507 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,221 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,221 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,969 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,252 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,507 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,317 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,221 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,317 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,904 | 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 | $18,603 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF HARRISBURG | |||||||
| 1227 BERRYHILL STREET | HARRISBURG | PA | 17104 | NONE | PC | GENERAL CONTRIBUTION | $1,000 |
| CAIU CHAMPIONS FOR CHILDREN | |||||||
| 55 MILLER STREET | ENOLA | PA | 17025 | NONE | PC | GENERAL CONTRIBUTION | $2,998 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 2405 PARK DRIVE SUITE 100 | HARRISBURG | PA | 17110 | NONE | PC | GENERAL | $2,500 |
| NATIONAL MS SOCIETY | |||||||
| 3101 EASTER BLVD | YORK | PA | 17402 | NONE | PC | GENERAL CONTRIBUTION | $5,100 |
| PENN STATE HERSHEY MED CENTER | |||||||
| PO BOX 852 | HERSHEY | PA | 17033 | NONE | PC | GENERAL CONTRIBUTION INCLUDING MEDICAL RESEARCH | $1,600 |
| SUMMER PROGRAM FOR YOUTH | |||||||
| PO BOX 612 | CARLISLE | PA | 17013 | NONE | PC | GENERAL CONTRIBUTION | $456 |
| THE HAROLD PUMP FOUNDATION | |||||||
| 13636 VENTURA BLVD SUITE 416 | SHERMAN OAKS | CA | 91423 | NONE | PC | GENERAL CONTRIBUTION INCLUDING MEDICAL RESEARCH | $25,000 |
| WHITAKER CENTER FOR SCIENCE & THE ARTS | |||||||
| 222 MARKET ST | HARRISBURG | PA | 17101 | NONE | PC | GENERAL CONTRIBUTION INCLUDING MEDICAL RESEARCH | $11,697 |
| JOYFUL HEART FOUNDATION | |||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | GENERAL CONTRIBUTION | $30,000 |
| LADYLIKE FOUNDATION | |||||||
| 4859 W SLAUSON AVE 128 | WINDSOR HILLS | CA | 90056 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| LEADERSHIP CUMBERLAND | |||||||
| 4211 TRINDLE ROAD | CAMP HILL | PA | 17011 | NONE | PC | GENERAL CONTRIBUTION | $2,250 |
| NORTH MIDDLETON TOWNSHIP VOLUNTEER FIRE CO | |||||||
| 2061 SPRING ROAD | CARLISLE | PA | 17013 | NONE | PC | GENERAL CONTRIBUTION | $3,345 |
| SCOTT WILLIS LEGACY FOUNDATION | |||||||
| PO BOX 539 | FALLSTON | MD | 21047 | NONE | PC | GENERAL CONTRIBUTION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,946 | 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 | $42,906 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $171,189 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
| Exclusion | -$3,752 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $210,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,343 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,550 | Amt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,824,015 | BookValueAmt |
| EOYFMV | $1,758,155 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FUNDRAISING EXPENSE | $3,752 | $0 | $0 |
| FILING FEE BUREAU OF CHARITABLE ORGANIZATIONS - PA | $15 | $0 | $0 |
| FILING FEE BUREAU OF CHARITABLE ORGANIZATIONS - FED | $467 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $15,280 | $15,280 | $0 |
| OTHER PROFESSIONAL FEES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORIEGN TAX ON DIVIDENDS WITHHELD | CategoryTxt |
| Amt | $601 | Amt |
| Net Investment Income | $601 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |