2017-05-20T04:57:06-07:00 2017-01-31 Elissa Kirkegard CPA 3884 Stump Road Doylestown PA 18902 990PF 2016-02-01 237751390 M Verna Butterer Educational Trust MVER 2152490503 PO Box 273 Fountainville PA 18923 Elissa J Kirkegard Foundation Manager 2017-05-20 true Elissa J Kirkegard P01224798 2152490440 X 2016 2021-01-29 14:40:06Z X 7070900 X X 1581 1581 239621 239621 101290 101290 101290 342492 342492 59546 59546 4000 2827 2827 66373 0 62373 179414 179414 245787 0 241787 96705 342492 348244 238269 238833 1178208 1118554 1178208 1178208 1401734 1401734 1888186 3130910 3277937 3765673 5999442 6096148 7070900 1 2 1 2 X 5079229 5180513 920212 915633 5999441 6096146 5999442 6096148 5999441 96705 6096146 6096146 INVESCO LONG TERM DISTRIBUTION P 2014-01-01 2016-12-31 101290 101290 101290 101290 false 422618 5777636 0.07315 442847 5860980 0.07556 359575 5507482 0.06529 311574 5045672 0.06175 285097 4726545 0.06032 0.336063 0.067213 5690579 382481 3425 385906 421201 X 3425 3425 3425 4411 4411 986 986 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 Suzanne Barnhurst PO Box 273 Fountainville PA 18923 Trustee 1.00 4000 Phyllis Sampson James PO Box 273 Fountainville PA 18923 Trustee 1.00 4000 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 47546 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. 5626000 151238 0 5777238 0 5777238 86659 5690579 284529 284529 3425 3425 281104 119760 400864 400864 241787 179414 421201 3425 417776 400864 795 795 421201 0 400864 20337 21132 0 21132 795 20337 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 4025 BOSTON UNIVERSITY SCHOLARSHIP FBO SMITH BOSTON MA 02215 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3500 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 1567 CEDAR CREST COLLEGE SCHOLARSHIP FBO YAUN ALLENTOWN PA 18104 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3500 DELAWARE VALLEY UNIVERSITY SCHOLARSHIP FBO BAILEY WEBER DOYLESTOWN PA 18901 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 10184 DESALES UNIVERSITY SCHOLARSHIP FBO SATTALE CENTER VALLEY PA 18034 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 2450 DREXEL UNIVERSITY SCHOLARSHIP FBO WORLEY PHILADELPHIA PA 19101 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3500 EMERSON COLLEGE SCHOLARSHIP FBO HEBLING BOSTON MA 02116 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3631 INDIANA UNIVERSITY OF PENNSYLVANIA SCHOLARHSIP FBO RICE INDIANA PA 15705 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 775 ITHACA COLLEGE SCHOLARSHIP FBO ROLLERI ITHACA NY 14850 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3500 LEHIGH CARBON CC SCHOLARSHIP FBO YAUN SCHNECKSVILLE PA 18078 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 1767 LOCK HAVEN UNIVERSITY SCHOLARSHIP FBO FAITH LOCK HAVEN PA 17745 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 1682 MESSIAH COLLEGE SCHOLARSHIP FBO GEIB GRANTHAM PA 17027 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 4260 MONMOUTH UNIVERSITY SCHOLARSHIP FBO MESSINA WEST LONG BRANCH NJ 07764 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 5448 NEW YORK UNIVERSITY SCHOLARSHIP FBO DO-NGUYEN NEW YORK NY 10012 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 10500 PA ACADEMY OF THE FINE ARTS SCHOLARSHIP FBO MC GEHEAN PHILADELPHIA PA 19102 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 2258 PENN STATE UNIVERSITY SCHOLARSHIPS FBO GILLEY MAMROLBURGERKNIPE UNIVERSITY PARK PA 16802 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 20690 RIDER UNIVERSITY SCHOLARSHIP FBO LEWIS LAWRENCEVILLE NJ 08648 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 14000 SAINT FRANCIS UNIVERSITY SCHOLARSHIP FBO RUPERT LORETTO PA 15940 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 4040 SYRACUSE UNIVERSITY SCHOLARSHIP FBO GEHMAN SYRACUSE NY 13244 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3500 TEMPLE UNIVERSITY SCH FBO SCOTT SPAUSE DAGUANNO PHILADELPHIA PA 19182 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 13424 VIRGINIA TECH SCHOLARSHIP FBO BRAWN BLACKSBURG VA 24061 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 10500 TUFTS UNIVERSITY SCHOLARSHIP FBO STANNIK MEDFORD MA 02155 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 2125 UNIVERSITY OF PITTSBURGH SCHOLARSHIP FBO OTT PITTSBURGH PA 15264 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 8740 UNIVERSITY OF SO CALIFORNIA SCHOLARSHP FBO MERIUS LOS ANGELES CA 90089 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 6473 UNIVERSITY OF VIRGINIA SCHOLARSHIP FBO VOGEL ZULUAGA CHARLOTTESVILLE VA 22904 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 2890 URSINUS COLLEGE SCHOLARSHIP FBO BROWN COLLEGEVILLE PA 19426 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 1765 WEST CHESTER UNIVERSITY SCHOLARSHIP FBO CURCURU WEST CHESTER PA 19383 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 4220 WIDENER UNIVERSITY SCHOLARSHIP FBO BROWN CHESTER PA 19013 NONE PC SCHOLARSHIP PORTIONOF AWARD FOR EDUCATION 3500 179414 14 1581 14 239621 101290 241202 101290 342492 8 The mutual fund investment distributes long term capital gains each year. false false false false false false false false false false Aetna Services 355254 406700 First Union Cap 184254 259784 NationsBank 297754 350565 Weyerhaeuser 302629 360240 FORD MOTOR CREDIT 191966 213508 HERTZ CORPORATION 108079 109725 TCI COMMUNICATIONS 76804 105659 GOODYEAR TIRE & RUBBER 150755 192578 HARTFORD 6% 265439 312736 ALCOA now ARCONIC 173860 213040 CREDIT SUISSE 5.4% 94496 107660 GOLDMAN SACHS 6.45% 191512 237794 VIRTUS MULTI SECT SHT TRM BD C 200000 199173 MORGAN STANLEY 5.75% 50584 55483 HEWLETT PACKARD 4.3% 48959 52528 BERKSHIRE 4.40% 99958 104974 DOW CHEMICAL 4.747% 94255 98557 MORGAN STANLEY 4.35% 99776 101465 AT&T 4.702% 194809 188028 ENERGY TRANSFER 6.05% 24502 26626 HEWLETT PACKARD 6% 23677 25024 MICROSOFT 3.5% 24857 22994 VERIZON 3.85% 23758 20832 INVESCO VK GR & INC 1401734 1888186 Dues 750 750 Fees - Reporting 13 13 Liability Insurance 103 103 Office Supplies 897 897 Postage Expense 194 194 Safe Deposit Box 135 135 Telephone Expense 735 735 Rounding 1 2 Estimated Deposits 4000