MARK L BUTLER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARK L BUTLER FOUNDATION (EIN 46-1540451)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201721299349100527
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T10:01:50-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 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 | 2016-01-01 | 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 | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA MULLIN | 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 | 2017-05-05 | IPDt |
| IP Tm | 14:32:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A95ADC55C7DF5A154E6E9748CDA6F059BF7E3B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,870,579 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,564,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,646 | 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 | $2,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,075 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $315 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,387 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,387 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,196 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,897,357 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,818,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,846,383 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,945,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,842,396 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,870,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,945,968 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,842,396 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,945,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,842,396 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,945,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,842,396 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,945,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,842,396 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,842,396 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 914.483 SHS DIAMOND HILL L/S FUND | P | 2014-05-27 | 2016-01-11 | $20,676 | $20,969 | -$293 | -$293 |
| 188 SHS VANGUARD SHORT TERM BOND ETF | P | 2014-12-29 | 2016-01-11 | $15,011 | $15,027 | -$16 | -$16 |
| 168.634 SHS VANGUARD VALUE INDEX FUND | P | 2013-01-18 | 2016-02-02 | $5,000 | $4,052 | $948 | $948 |
| 2595.147 SHS HARDING LOEVNER GLOBAL EQ IS FUND | P | 2015-04-08 | 2016-06-15 | $79,827 | $85,017 | -$5,190 | -$5,190 |
| 1201.433 SHS OAKMARK INTL SMALL CAP FUND | P | 2014-05-27 | 2016-06-15 | $17,000 | $17,458 | -$458 | -$458 |
| 257.456 SHS VAUGHAN NELSON VALUE OPP FUND | P | 2015-04-08 | 2016-06-15 | $5,000 | $5,940 | -$940 | -$940 |
| 2040.377 SHS QUAKER EVENT ARBITRAGE FD | P | 2015-04-08 | 2016-06-15 | $23,811 | $27,096 | -$3,285 | -$3,285 |
| 1321.80 SHS APEX SMALL/MID CAP GROWTH FD | P | 2015-04-08 | 2016-06-15 | $20,000 | $22,510 | -$2,510 | -$2,510 |
| 37 SHS VANGUARD SHORT TERM BOND ETF | P | 2014-12-29 | 2016-06-15 | $2,985 | $2,957 | $28 | $28 |
| 522.341 SHS VANGUARD GROWTH INDEX FD | P | 2015-04-08 | 2016-06-15 | $28,677 | $29,209 | -$532 | -$532 |
| 3181.336 SHS AQR MULTI STRATEGY ALTERNATIVE FUND | P | 2014-12-29 | 2016-09-14 | $30,000 | $31,082 | -$1,082 | -$1,082 |
| 8660.131 SHS FED STRATEGIC VALUE DIV FD | P | 2015-04-08 | 2016-09-14 | $53,000 | $51,788 | $1,212 | $1,212 |
| 705.199 SHS OAKMARK INTL SMALL CAP FUND | P | 2015-06-16 | 2016-09-14 | $10,373 | $12,024 | -$1,651 | -$1,651 |
| 1464.968 SHS APEX SMALL / MID CAP GROWTH FUND | P | 2015-04-08 | 2016-09-14 | $23,000 | $24,963 | -$1,963 | -$1,963 |
| 932.756 SHS VANGUARD VALUE INDEX FUND | P | 2013-01-18 | 2016-09-14 | $31,042 | $22,414 | $8,628 | $8,628 |
| 2275.078 SHS AQR MULTI STRATEGY ALTERNATIVE FUND | P | 2014-12-29 | 2016-12-01 | $22,000 | $22,228 | -$228 | -$228 |
| 3222.856 SHS FED STRATEGIC VALUE DIV FUND | P | 2015-04-08 | 2016-12-01 | $12,915 | $13,293 | -$378 | -$378 |
| 5803.572 SHS VIRTUS OPPORTUNITIES TR EMERGING MARKETS OPP FD | P | 2015-12-18 | 2016-01-15 | $48,228 | $52,000 | -$3,772 | -$3,772 |
| 5950.453 SHS JOHCM INTERNATIONAL SEL FUND | P | 2015-06-16 | 2016-01-20 | $97,944 | $124,000 | -$26,056 | -$26,056 |
| 2271.437 SHS JOHCM INTERNATIONAL SEL FUND | P | 2015-12-18 | 2016-01-20 | $37,388 | $40,000 | -$2,612 | -$2,612 |
| 2805 SHS FIRST TRUST N AMER ENERGY ETF | P | 2016-01-11 | 2016-01-20 | $49,172 | $54,732 | -$5,560 | -$5,560 |
| 2675.335 SHS CAUSEWAY GL ABSOLUTE RET | P | 2015-04-08 | 2016-02-02 | $26,941 | $27,931 | -$990 | -$990 |
| 599.401 SHS CAUSEWAY GL ABSOLUTE RET | P | 2016-01-11 | 2016-02-02 | $6,036 | $6,000 | $36 | $36 |
| 276.091 SHS VAUGHAN NELSON VALUE OPP FUND | P | 2015-04-08 | 2016-02-02 | $5,000 | $6,369 | -$1,369 | -$1,369 |
| 394.633 SHS VANGUARD GROWTH INDEX FUND | P | 2015-04-08 | 2016-02-02 | $20,000 | $22,067 | -$2,067 | -$2,067 |
| 2914.563 SHS VOYA GLOBAL REAL ESTATE FUND | P | 2015-04-08 | 2016-02-02 | $53,803 | $61,964 | -$8,161 | -$8,161 |
| 1000 SHS FIRST TRUST N AMER ENERGY ETF | P | 2016-02-02 | 2016-06-15 | $23,624 | $19,642 | $3,982 | $3,982 |
| 1793.67 SHS HARDING LOEVNER GLOBAL EQ IS FUND | P | 2016-02-02 | 2016-06-15 | $55,173 | $51,413 | $3,760 | $3,760 |
| 3030.28 SHS QUAKER EVENT ARBITRAGE FD | P | 2016-02-02 | 2016-06-15 | $35,363 | $31,000 | $4,363 | $4,363 |
| 103.46 SHS VANGUARD REIT INDEX FD | P | 2016-02-02 | 2016-06-15 | $12,500 | $11,201 | $1,299 | $1,299 |
| 5523.256 SHS VIRTUS OPPORTUNITIES EMERGING MARKETS OPP FD | P | 2016-02-02 | 2016-06-15 | $51,366 | $47,500 | $3,866 | $3,866 |
| 7478.917 SHS EDGEWOOD GROWTH FUND | P | 2015-12-18 | 2016-09-14 | $168,500 | $160,198 | $8,302 | $8,302 |
| 1082.251 SHS HARDING LOEVNER GLOBAL EQ FD | P | 2016-02-02 | 2016-09-14 | $35,000 | $30,530 | $4,470 | $4,470 |
| 1480.491 SHS OAKMARK INTL SMALL CAP FUND | P | 2016-02-02 | 2016-09-14 | $21,778 | $20,000 | $1,778 | $1,778 |
| 100 SHS ISHARES RUSSELL 1000 GROWTH ETF | P | 2016-06-15 | 2016-09-14 | $10,283 | $10,028 | $255 | $255 |
| 929.368 SHS LAZARD EMERGING MARKETS TORT INSTL | P | 2016-06-15 | 2016-09-14 | $15,000 | $13,587 | $1,413 | $1,413 |
| 565.291 SHS MAINSTAY EPOCH GLOBAL EQ YLD | P | 2016-06-15 | 2016-09-14 | $10,000 | $9,994 | $6 | $6 |
| 1947.42 SHS PIMCO TOTAL RETURN FUND INST | P | 2015-12-18 | 2016-09-14 | $20,000 | $19,708 | $292 | $292 |
| 1565.353 SMEAD VALUE FUND INST | P | 2015-12-18 | 2016-09-14 | $60,000 | $60,297 | -$297 | -$297 |
| 5229.914 SHS AMG MGRS MONTAG CALDWELL GROWTH FD | P | 2016-09-14 | 2016-01-20 | $101,042 | $103,500 | -$2,458 | -$2,458 |
| 7500 SHS AQR MANAGED FUTURES STR | P | 2016-09-14 | 2016-12-01 | $69,900 | $75,000 | -$5,100 | -$5,100 |
| 6382.996 SHS FED STRATEGIC VALUE DIV FUND | P | 2015-12-18 | 2016-12-01 | $37,084 | $35,426 | $1,658 | $1,658 |
| 2515.091 SHS JOHN HANCOCK II GLOBAL ABS RE | P | 2016-06-15 | 2016-12-01 | $25,000 | $25,126 | -$126 | -$126 |
| 1311.167 SHS SMEAD VALUE FUND INST | P | 2016-01-11 | 2016-12-01 | $52,250 | $50,468 | $1,782 | $1,782 |
| 35.638 SHS VANGUARD REIT INDEX FD | P | 2016-02-02 | 2016-12-01 | $4,000 | $3,860 | $140 | $140 |
| CAPITAL GAINS DIVIDENDS | P | $11,995 | $11,995 | $11,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,881 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,601 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,978,297 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059446 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $114,691 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,110,744 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054337 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,955 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,020,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024233 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $985,002 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.138016 | TotalDistributionRt |
| Average Distribution | 0.034504 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,851,721 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,892 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,142 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,777 | 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 | $250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $790 | OverpaymentAmt |
| Applied To ES Tax | $790 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
| BETTY J BUTLER | ||||||||
| 1701 NEWVILLE ROAD | CARLISLE | PA | 17015 | BOARD MEMBER | 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 | $1,826,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,879,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,879,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,851,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $250 | TotalTaxAmt |
| Distributable Before Adj | $92,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,336 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,777 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,777 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $250 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,527 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,395 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,777 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,395 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,382 | 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 | $3,954 | 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 (10 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 | $3,703 |
| BIG BROTHERS BIG SISTERS | |||||||
| 1500 NORTH SECOND STREET SUITE H | HARRISBURG | PA | 17102 | NONE | PC | GENERAL CONTRIBUTION | $2,243 |
| PENN STATE HERSHEY MED CENTER | |||||||
| PO BOX 852 | HERSHEY | PA | 17033 | NONE | PC | GENERAL CONTRIBUTION INCLUDING MEDICAL RESEARCH | $100 |
| WHITAKER CENTER FOR SCIENCE & THE ARTS | |||||||
| 222 MARKET ST | HARRISBURG | PA | 17101 | NONE | PC | GENERAL CONTRIBUTION INCLUDING MEDICAL RESEARCH | $876 |
| SIENA COLLEGE | |||||||
| 515 LOUDON ROAD | LOUDONVILLE | NY | 12211 | NONE | PC | GENERAL CONTRIBUTION | $2,000 |
| THE HAROLD PUMP FOUNDATION | |||||||
| 13636 VENTURA BLVD SUITE 416 | SHERMAN OAKS | CA | 91423 | NONE | PC | GENERAL CONTRIBUTION INCLUDING MEDICAL RESEARCH | $25,000 |
| UCP FOUNDATION OF CENTRAL PA | |||||||
| 925 LINDA LANE | CAMP HILL | PA | 17011 | NONE | PC | GENERAL CONTRIBUTION | $15,000 |
| YORK JEWISH COMMUNITY CENTER | |||||||
| 2000 HOLLYWOOD DRIVE | YORK | PA | 17403 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| HOPE STATION | |||||||
| 149 W PENN STREET | CARLISLE | PA | 17013 | NONE | PC | GENERAL | $465 |
| NATIONAL BASSEBALL HALL OF FAME & MUSEUM | |||||||
| 25 MAIN STREET | COOPERSTOWN | NY | 13326 | NONE | PC | GENERAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,387 | 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 | $40,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,881 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,577 | 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 | $2,150 | Amt |
| Net Investment Income | $1,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,075 | 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 | $1,818,200 | BookValueAmt |
| EOYFMV | $1,846,383 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $14,091 | $13,606 | $0 |
| OTHER PROFESSIONAL FEES | $315 | $0 | $315 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED PAYMENTS - INVESTMENT INCOME TAX | $1,040 | $0 | $0 |
| TAX PAYMENTS | $166 | $0 | $0 |