2019-09-04T09:17:33-05:00 2018-12-31 231311005 BOYER & RITTER LLC 211 HOUSE AVENUE CAMP HILL PA 17011 990PF 2018-01-01 461540451 THE MARK BUTLER FOUNDATION MARK 7172435516 1701 NEWVILLE ROAD CARLISLE PA 17015 MARK L BUTLER TRUSTEE 7172435516 2019-08-27 1 DONNA M MULLIN CPA P00639068 7177617210 50.201.234.14 2019-08-27 09:39:03 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 501B217634A2F4FD98DBF62133C0BD4A6A47FB4A 2018 2019-02-21 02:37:17Z X 1857453 X X 42906 42906 171189 1208612 171189 214095 214095 0 0 0 2550 1275 1275 15280 15280 0 601 601 0 4234 0 0 22665 17156 1275 105946 105946 128611 17156 107221 85484 196939 65224 99298 99298 1772605 1824015 1758155 1837829 1923313 1857453 0 0 X 1837829 1923313 1837829 1923313 1837829 1923313 1837829 85484 0 1923313 0 1923313 1106.331 EDGEWOOD GROWTH FUND INSTL CL P 2015-12-18 2018-03-08 36000 23698 12302 12302 6918.819 DOUBLELINE TOTAL RETURN BOND FD CL I P 2015-12-18 2018-03-08 72371 75000 -2629 -2629 4128.806 FEDERATED STRAT VAL DIVID FD INSTL CL -662 P 2016-06-15 2018-03-08 23906 25310 -1404 -1404 3126.041 FIERA CAPITAL SMALL/MID-CAP GRTH FD P 2016-01-11 2018-03-08 68554 51850 16704 16704 3766.769 HARDING LOEVNER GLBL EO FD INSTL CL P 2016-12-01 2018-03-08 146000 111847 34153 34153 900. ISHARES MSCI EMERGING MKTS ETF P 2016-12-01 2018-03-08 43888 31818 12070 12070 47. ISHARES RUSSELL MIDCAP ETF P 2016-12-01 2018-03-08 9934 8352 1582 1582 3858.594 LAZARD EMERGING MKTS PORT INSTL CL P 2016-06-15 2018-03-08 80722 56413 24309 24309 3959.596 MAINSTAY EPOCH GLOBAL EO YLD FD CL I P 2016-06-15 2018-03-08 76895 70006 6889 6889 2730.374 VAUGHAN NELSON VALUE OPPORT FD CL Y P 2015-04-08 2018-03-08 62553 62990 -437 -437 1369.751 TIAA-CREF LG CAP GRTH IDX FD INSTL CL P 2016-12-01 2018-03-08 41750 30682 11068 11068 507.494 VANGUARD REIT INDEX FD ADM CL -5123 P 2016-02-02 2018-03-08 54058 54941 -883 -883 323.135 VANGUARD INSTL INDEX FD -94 P 2016-09-14 2018-03-08 80900 63053 17847 17847 682.962 VANGUARD VALUE INDEX FD ADM CL P 2016-12-01 2018-03-08 28500 24354 4146 4146 3196.023 FEDERATED TOTAL RETURN BD FD INSTL CL -328 P 2015-01-16 2018-06-07 33750 35604 -1854 -1854 5003.012 JOHN HANCOCK II GLBL ABS RETN STRAT FD CL I P 2016-09-14 2018-06-07 51031 49874 1157 1157 833.333 PIMCO INCOME FD INSTL CL P 2015-12-18 2018-06-07 10000 10000 0 0 77. VANGUARD SHORT-TERM BOND ETF P 2014-12-29 2018-06-07 6013 6155 -142 -142 283.554 FEDERATED TOTAL RETURN BD FD INSTL CL -328 P 2015-01-16 2018-07-16 3000 3159 -159 -159 471.598 SMEAD VALUE FUND CL 11 P 2016-06-15 2018-07-16 22250 17431 4819 4819 46.729 TIAA-CREF LG CAP GRTH IDX FD INSTL CL P 2016-12-01 2018-07-16 1500 1047 453 453 674.916 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FD CL I P 2017-09-27 2018-06-07 6000 6068 -68 -68 664.488 LORD ABBETT FLOATING RATE FD CL I P 2018-03-08 2018-06-07 6100 6113 -13 -13 53.06 PRINCIPAL MID CAP FD INSTL CL P 2018-03-08 2018-06-07 1500 1454 46 46 220.758 UMB VALUE FD CL L -1368 P 2018-03-08 2018-06-07 16250 15294 956 956 3442.797 BARON EMERGING MARKETS FD INSTL CL P 2018-03-08 2018-07-16 48750 53845 -5095 -5095 803.236 DIAMOND HILL LARGE CAP FD CL I P 2017-09-27 2018-07-16 21350 21125 225 225 1208.38 OAKMARK INTL LARGE BLEND FD INSTL CL P 2018-03-08 2018-07-16 32300 34499 -2199 -2199 676.247 VANGUARD EMRG MKTS STK IDX FD ADM CL P 2018-03-08 2018-07-16 24000 26786 -2786 -2786 3750.298 BARON EMERGING MARKETS FD INSTL CL P 2018-03-08 2018-08-15 50179 58655 -8476 -8476 CAPITAL GAINS DIVIDENDS P 48608 48608 48608 171189 0 74837 1969135 0.038005 110527 1851721 0.059689 117601 1978297 0.059446 114691 2110744 0.054337 48955 2020140 0.024233 0.235710 0.047142 2029516 95675 1969 97644 107221 X 1969 0 1969 0 1969 1280 3700 0 4980 0 3011 3011 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 WWW.MARKBUTLERFOUNDATION.ORG MARK L BUTLER 7172435516 1701 NEWVILLE ROAD CARLISLE PA 17015 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 2012729 47693 0 2060422 0 0 2060422 30906 2029516 101476 101476 1969 1969 99507 0 99507 0 99507 107221 0 107221 1969 105252 99507 26317 0 0 107221 26317 0 0 80904 0 0 0 0 0 0 0 0 18603 0 0 0 X BOYS & GIRLS CLUB OF HARRISBURG 1227 BERRYHILL STREET HARRISBURG PA 17104 NONE PC GENERAL CONTRIBUTION 1000 CAIU CHAMPIONS FOR CHILDREN 55 MILLER STREET ENOLA PA 17025 NONE PC GENERAL CONTRIBUTION 2998 LEUKEMIA & LYMPHOMA SOCIETY 2405 PARK DRIVE SUITE 100 HARRISBURG PA 17110 NONE PC GENERAL 2500 NATIONAL MS SOCIETY 3101 EASTER BLVD YORK PA 17402 NONE PC GENERAL CONTRIBUTION 5100 PENN STATE HERSHEY MED CENTER PO BOX 852 HERSHEY PA 17033 NONE PC GENERAL CONTRIBUTION INCLUDING MEDICAL RESEARCH 1600 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 25000 WHITAKER CENTER FOR SCIENCE & THE ARTS 222 MARKET ST HARRISBURG PA 17101 NONE PC GENERAL CONTRIBUTION INCLUDING MEDICAL RESEARCH 11697 JOYFUL HEART FOUNDATION 25 BROADWAY NEW YORK NY 10004 NONE PC GENERAL CONTRIBUTION 30000 LADYLIKE FOUNDATION 4859 W SLAUSON AVE 128 WINDSOR HILLS CA 90056 NONE PC GENERAL CONTRIBUTION 5000 LEADERSHIP CUMBERLAND 4211 TRINDLE ROAD CAMP HILL PA 17011 NONE PC GENERAL CONTRIBUTION 2250 NORTH MIDDLETON TOWNSHIP VOLUNTEER FIRE CO 2061 SPRING ROAD CARLISLE PA 17013 NONE PC GENERAL CONTRIBUTION 3345 SCOTT WILLIS LEGACY FOUNDATION PO BOX 539 FALLSTON MD 21047 NONE PC GENERAL CONTRIBUTION 15000 105946 0 14 42906 18 171189 02 -3752 0 210343 0 210343 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2550 1275 1275 SECURITIES AT COST 1824015 1758155 FUNDRAISING EXPENSE 3752 0 0 FILING FEE BUREAU OF CHARITABLE ORGANIZATIONS - PA 15 0 0 FILING FEE BUREAU OF CHARITABLE ORGANIZATIONS - FED 467 0 0 AGENCY FEES 15280 15280 0 OTHER PROFESSIONAL FEES 0 0 0 FORIEGN TAX ON DIVIDENDS WITHHELD 601 601 0