MARK L BUTLER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARK L BUTLER FOUNDATION (EIN 46-1540451)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201611349349100501
- Schema version
- 2015v2.1
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T05:09:34-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 L Butler Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Mark L Butler Trustee | BusinessNameLine2Txt |
| 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 | 2016-05-06 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,895,982 | 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 | $45,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,872 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,407,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,559 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $116,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,431 | 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 |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,741 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,741 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,640 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,611 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,828,204 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,897,357 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,847,371 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,964,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,945,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,895,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,964,027 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,945,968 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,964,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,945,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,964,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,945,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,964,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,945,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,945,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1948 shs vanguard short-term bond | P | 2014-12-29 | 2015-04-07 | $156,801 | $155,702 | $1,099 | $1,099 |
| 927.835 shs AQR multi strategy alternative fund | P | 2014-05-27 | 2015-04-08 | $9,297 | $9,000 | $297 | $297 |
| 2290.749 shs aqr multi strategy alternative fund | P | 2014-12-29 | 2015-04-08 | $22,953 | $22,380 | $573 | $573 |
| 505.51 shs o'shaughnessy enhanced dividend fund | P | 2014-05-27 | 2015-04-08 | $5,434 | $7,000 | -$1,566 | -$1,566 |
| 595.972 shs diamond hill L/S Fund - I | P | 2014-04-16 | 2015-04-08 | $14,500 | $13,594 | $906 | $906 |
| 985.222 shs Fed Strategic Value Div FD | P | 2015-04-08 | 2015-05-08 | $6,000 | $5,891 | $109 | $109 |
| 275.801 shs Vanguard Growth Index FD-ADM | P | 2015-04-08 | 2015-05-08 | $15,500 | $15,423 | $77 | $77 |
| 336 shs ishares iboxx h\y corp bond | P | 2015-04-08 | 2015-06-15 | $29,895 | $30,668 | -$773 | -$773 |
| 868.726 shs causeway gl absolute ret - ins | P | 2015-04-08 | 2015-06-16 | $9,000 | $9,070 | -$70 | -$70 |
| 255.537 shs fed strategic value div fd | P | 2015-04-08 | 2015-06-16 | $1,500 | $1,528 | -$28 | -$28 |
| 121.581 shs harding loevner global eq-is | P | 2015-04-08 | 2015-06-16 | $4,000 | $3,983 | $17 | $17 |
| 853.971 shs vaughan nelson value opp | P | 2015-04-08 | 2015-06-16 | $20,000 | $19,701 | $299 | $299 |
| 36.306 shs perrit microcap opportunities | P | 2015-04-08 | 2015-06-16 | $1,269 | $1,250 | $19 | $19 |
| 218.659 shs quaker event arbitrage fd | P | 2015-04-08 | 2015-06-16 | $3,000 | $2,904 | $96 | $96 |
| 1063.83 shs templeton global bond fun | P | 2015-04-08 | 2015-06-16 | $13,000 | $13,351 | -$351 | -$351 |
| 1418.842 shs apexcm small/mid cap growth fd | P | 2015-04-08 | 2015-06-16 | $25,000 | $24,177 | $823 | $823 |
| 160.858 shs vanguard growth index fd | P | 2015-04-08 | 2015-06-16 | $9,000 | $8,995 | $5 | $5 |
| 6896.902 shs Virtus emerging mkts oppor fd | P | 2015-04-08 | 2015-08-07 | $67,107 | $72,211 | -$5,104 | -$5,104 |
| 918 shs etracs alerian infrastructure | P | 2015-04-07 | 2015-09-01 | $28,692 | $35,219 | -$6,527 | -$6,527 |
| 4007.415 shs virtus emerging mkts oppor | P | 2015-06-16 | 2015-09-01 | $35,145 | $41,789 | -$6,644 | -$6,644 |
| 4404.596 shs fed total return | P | 2015-01-16 | 2015-12-18 | $47,041 | $49,067 | -$2,026 | -$2,026 |
| 315 shs ishares iboxx h/y corp bond | P | 2015-04-08 | 2015-12-18 | $25,100 | $28,752 | -$3,652 | -$3,652 |
| 5780.288 shs jpmorgan mtge backed sec | P | 2015-06-16 | 2015-12-18 | $65,144 | $66,000 | -$856 | -$856 |
| 4513.859 shs templeton global bond fun | P | 2015-04-08 | 2015-12-18 | $52,135 | $56,649 | -$4,514 | -$4,514 |
| 2973.978 shs vanguard growth index | P | 2015-04-08 | 2015-12-18 | $160,000 | $166,305 | -$6,305 | -$6,305 |
| 730.78 shs voya global real estate fd | P | 2015-04-08 | 2015-12-18 | $14,177 | $15,536 | -$1,359 | -$1,359 |
| 21022.441 shs pimco total return fund | P | 2013-01-18 | 2015-01-16 | $227,463 | $236,292 | -$8,829 | -$8,829 |
| 8408.163 shs aqr multi strategy alternative fund | P | 2013-12-30 | 2015-04-08 | $84,250 | $82,400 | $1,850 | $1,850 |
| 5840.928 shs o'shaughnessy enhanced dividend | P | 2013-01-18 | 2015-04-08 | $62,848 | $70,500 | -$7,652 | -$7,652 |
| 1996.008 shs eaton vance parametric tax-managed emerging markets fund | P | 2013-01-18 | 2015-04-08 | $93,696 | $100,000 | -$6,304 | -$6,304 |
| 3581.02 shs fed total return | P | 2013-01-18 | 2015-04-08 | $40,000 | $40,859 | -$859 | -$859 |
| 1581.528 shs harbor international fd | P | 2013-01-18 | 2015-04-08 | $111,656 | $100,000 | $11,656 | $11,656 |
| 900.901 shs oakmark intl small cap fund | P | 2013-01-18 | 2015-04-08 | $15,000 | $13,018 | $1,982 | $1,982 |
| 10361.318 shs riverpark/wedgewood fd | P | 2013-01-18 | 2015-04-08 | $195,000 | $148,581 | $46,419 | $46,419 |
| 8418.658 shs royce total return fund | P | 2013-01-18 | 2015-04-08 | $126,785 | $120,218 | $6,567 | $6,567 |
| 2733.659 shs vanguard value index fd | P | 2013-01-18 | 2015-05-08 | $89,500 | $65,691 | $23,809 | $23,809 |
| 446.898 shs riverpark/wedgewood | P | 2013-01-18 | 2015-05-08 | $8,500 | $6,409 | $2,091 | $2,091 |
| 565.981 shs vanguard value index | P | 2013-01-18 | 2015-05-08 | $19,000 | $13,601 | $5,399 | $5,399 |
| 339 shs etracs alerian infrastructure | P | 2013-01-18 | 2015-06-15 | $12,663 | $11,851 | $812 | $812 |
| 285.82 shs perritt microcap opportunities | P | 2013-01-18 | 2015-06-16 | $9,989 | $8,369 | $1,620 | $1,620 |
| 160.513 shs riverpark/wedgewood | P | 2013-01-18 | 2015-06-16 | $3,000 | $2,302 | $698 | $698 |
| 90.063 shs vanguard value | P | 2013-01-18 | 2015-06-16 | $3,000 | $2,164 | $836 | $836 |
| 450.225 shs voya global real estate | P | 2013-01-18 | 2015-06-16 | $9,000 | $8,239 | $761 | $761 |
| 1771 shs etracs alerian infrastructure | P | 2014-05-23 | 2015-09-01 | $55,352 | $72,789 | -$17,437 | -$17,437 |
| 13947.464 fed total return | P | 2013-01-18 | 2015-12-18 | $148,959 | $159,141 | -$10,182 | -$10,182 |
| 3815.936 shs riverpark/wedgewood | P | 2013-01-18 | 2015-12-18 | $61,818 | $54,721 | $7,097 | $7,097 |
| 4878.049 shs vanguard value index | P | 2013-01-18 | 2015-12-18 | $152,000 | $117,221 | $34,779 | $34,779 |
| 1331.076 shs voya global real estate | P | 2014-05-27 | 2015-12-18 | $25,823 | $26,261 | -$438 | -$438 |
| Capital Gains Dividends | P | $11,339 | $11,339 | $11,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,559 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $114,691 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,110,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054337 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,955 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,020,140 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024233 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $985,002 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.078570 | TotalDistributionRt |
| Average Distribution | 0.026190 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,978,297 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,812 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,006 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $118,607 | 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 | $1,006 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,006 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,006 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $840 | TotalPaymentsAndCreditsAmt |
| Tax Due | $166 | TaxDueAmt |
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 | N/A | 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 | ||||||||
| 408 Eisenhour Drive | Carlisle | PA | 17013 | 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 | $1,891,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,178 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,008,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,008,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,978,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,006 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,006 | TotalTaxAmt |
| Distributable Before Adj | $97,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,909 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,006 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $117,601 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,093 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,093 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,514 | 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 | $22,395 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cal Ripken Sr Foundation | |||||||
| 1427 Clarview Road Suite 100 | Baltimore | MD | 21209 | none | PC | GENERAL CONTRIBUTION | $50,000 |
| National MS Society | |||||||
| 2040 Linglestown Road | Harrisburg | PA | 17110 | NONE | PC | general contribution including medical research | $5,100 |
| The Harold Pump Foundation | |||||||
| 13636 VeNTURA BLVD SUITE 416 | SHERMAN OAKS | CA | 91423 | NONE | PC | General Contribution including Medical Research | $20,000 |
| Buzz's Bunch | |||||||
| PO Box 10241 | Blacksburg | VA | 24062 | None | PC | GENERAL CONTRIBUTION | $5,000 |
| Harrisburg University | |||||||
| 326 Market Street | Harrisburg | PA | 17101 | None | PC | GENERAL CONTRIBUTION INCLUDING SCHOLARSHIP FUND | $1,000 |
| UCP Foundation of Central PA | |||||||
| 925 Linda Lane | Camp Hill | PA | 17011 | none | PC | General Contribution | $10,000 |
| Siena College | |||||||
| 515 Loudon Road | Loudonville | NY | 12211 | none | PC | General Contribution | $15,000 |
| Boys & Girls Club of Harrisburg | |||||||
| 1227 Berryhill Street | Harrisburg | PA | 17104 | none | PC | General Contribution | $11,157 |
| Lion's Club of Harrisburg | |||||||
| PO Box 2961 | Harrisburg | PA | 171052961 | none | PC | General Contribution | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,357 | 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 | $45,872 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,559 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116,431 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,431 | 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 | $2,100 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | 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 | $1,897,357 | BookValueAmt |
| EOYFMV | $1,847,371 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $14,741 | Amt |
| Net Investment Income | $14,741 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Payments - Investment Income Tax | CategoryTxt |
| Amt | $92 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |