2025-08-06T08:51:36-05:00 2024-12-31 455012510 WAGNER DREESE ELSASSER & ASSOCIATES PC 1372 N SUSQUEHANNA TRL STE 210 SELINSGROVE PA 17870 990 2024-01-01 716221263 ENDOWMENT TRUST FOR ST JOHN'S UCC OF LEWISBURG PA ENDO 5705230162 1050 BUFFALO RD LEWISBURG PA 178379702 WILLIAM C LEDGERWOOD TRUSTEE 5705230162 2025-08-06 1 1 JOSELYN Y O'CONNOR P00293590 5707432030 2024 2025-03-06 01:10:19Z WILLIAM C LEDGERWOOD 1050 BUFFALO RD LEWISBURG PA 178379702 135675 0 X N/A X 2004 PA PROVIDE FUNDS EXCLUSIVELY FOR THE BENEFIT OF ST JOHN'S UNITED CHURCH OF CHRIST OF LEWISBURG PA 3 3 0 0 0 0 0 0 0 0 12308 38438 0 0 12308 38438 12000 12000 0 0 0 0 0 0 0 3116 3657 15116 15657 -2808 22781 474669 497450 0 0 474669 497450 NONE 0 0 12000 12000 0 PROVIDE FUNDS EXCLUSIVELY FOR THE BENEFIT OF ST JOHN'S UNITED CHURCH OF CHRIST OF LEWISBURG PA AS MAY BE REQUESTED BY ST JOHN'S. 12000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 PA X LISA GRAYBILL TRUSTEE 5705230162 1050 BUFFALO ROAD LEWISBURG PA 17837 X DON ADAMS TRUSTEE 0.50 7.00 X 0 0 0 WILLIAM C LEDGERWOOD TRUSTEE 1.00 3.00 X 0 0 0 DUANE SNAYBERGER TRUSTEE (JAN - JUNE) 0.50 7.00 X 0 0 0 LISA GRAYBILL TRUSTEE (JUNE - DEC) 0.50 7.00 X 0 0 0 0 0 0 0 0 0 0 0 12455 12455 123220 97237 25983 25983 25983 38438 0 0 38438 12000 12000 975 975 2392 2392 FOREIGN TAXES WITHHELD 153 153 ACCRUED INTEREST PURCHA 122 122 STATE FILING FEE 15 15 15657 12000 3657 0 55 46 7632 4564 466982 492840 474669 497450 0 0 X 474669 497450 0 0 0 0 474669 497450 474669 497450 22781 0 X 0 0 0 X 0 0 38000 0 0 38000 38000 38000 38000 10928 11209 10296 10917 12455 55805 93805 0.40510 0.53540 X 1 ST JOHN'S UNITED CHURCH OF CHRIST 1050 BUFFALO RD LEWISBURG PA 178379702 231978050 501(C)(3) 12000 0 TO PROVIDE FUNDS FOR THE CHURCH'S GENERAL OPERATING EXPENSES. 1 0 PART I, LINE 2: THE TRUSTEES OF THE ENDOWMENT TRUST FOR ST JOHN'S UCC OF LEWISBURG PA ARE MEMBERS OF THE ST JOHN'S UNITED CHURCH OF CHRIST'S CONGREGATION AND ARE PROVIDED THE PERIODIC FINANCIAL REPORTS OF THE CHURCH. THE TRUSTEES OF THE ENDOWMENT TRUST ARE ABLE TO MONITOR THE USE OF THE GRANT FUNDS FROM THE CHURCH'S FINANCIAL REPORTS. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DOES NOT HAVE ANY COMMITTEES THAT ARE AUTHORIZED TO ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE TRUSTEES AND EACH TRUSTEE IS GIVEN THE OPPORTUNITY TO PROVIDE COMMENTS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE MADE BY THE TRUSTEES TO INCLUDE WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND THE RESULT OF ARM'S LENGTH BARGAINING; AND WHETHER PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFIRM TO THE TRUST'S WRITTEN POLICIES, ARE PROPERLY RECORDED AND REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. OUTSIDE EXPERTS MAY BE USED TO ASSIST THE TRUSTEES WITH THEIR PERIODIC REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S EXEMPTION APPLICATION, DETERMINATION LETTER, FORMS 990, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, IF ANY, ARE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT WITH ONE OF THE TRUSTEES AT A LOCATION DETERMINED BY THE TRUSTEES AT THE TIME OF THE REQUEST. FORM 990, PART VI, SECTION B, LINE 14 THE TRUST'S WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY REQUIRES A RETENTION PERIOD OF THREE YEARS FOR FINANCIAL RECORDS IN HARD COPY AND THAT ALL FINANCIAL RECORDS TO BE ARCHIVED ELECTRONICALLY IN THE ST JOHN'S UNITED CHURCH OF CHRIST'S SHARED DRIVE. ST JOHN'S UNITED CHURCH OF CHRIST 1050 BUFFALO RD LEWISBURG PA 178379702 CHURCH PA 501(C)(3) LINE 1 ST JOHN'S UNITED CHURCH OF CHRIST 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0