2025-07-18T10:01:31-04:00 2024-11-30 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2023-12-01 232086508 PAUL A TROUTMAN FOUNDATION TRUST PAUL 8443823122 PO BOX 919798 ORLANDO FL 328919798 TRUIST BANK DIRECTOR 8443823122 2025-07-09 true true RICHARD RALEIGH P00382844 4014573839 2025-07-09 2023 2025-03-06 01:10:19Z X 964519 X 20905 20769 40538 358129 40538 0 61443 61307 8353 4176 4177 0 0 0 0 0 0 1500 0 0 1500 0 0 212 104 0 0 0 0 0 0 0 10065 4280 0 5677 43250 43250 53315 4280 0 48927 8128 57027 0 1003 13478 17898 17898 0 0 0 113731 125014 127162 664553 659458 819459 792765 802370 964519 0 X 792765 802370 792765 802370 792765 802370 792765 8128 1545 802438 68 802370 87. ISHARES 20 PLUS YEAR TREASURY BD ETF 2023-10-13 2023-12-15 8622 7595 1027 1027 131. ISHARES 20 PLUS YEAR TREASURY BD ETF 2022-03-09 2023-12-15 12982 17501 -4519 -4519 290. SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2023-10-03 2023-12-28 26499 26555 -56 -56 787.283 DFA US L/C VALUE PORTFOLIO 2023-09-20 2024-01-12 34790 33024 1766 1766 8495. DOUBLELINE TTL RTRN BND-R6 2023-10-26 2024-01-12 74926 70254 4672 4672 80. VANGUARD DIVIDEND APPREC ETF 2023-10-13 2024-01-12 13638 12457 1181 1181 212. VANGUARD DIVIDEND APPREC ETF 2020-07-24 2024-01-12 36140 26154 9986 9986 66. ISHARES S&P MIDCAP 400 INDEX FUND 2020-10-22 2024-02-20 18467 13056 5411 5411 1372.245 GOLDMAN SACHS GQP PRT INTL-R6 2022-04-01 2024-10-08 31520 26208 5312 5312 124. ISHARES CORE TOTAL US BOND MKT ETF 2023-12-28 2024-10-08 12356 12348 8 8 660.713 LOOMIS SAYLES GROWTH-N2 2017-09-13 2024-10-08 18949 9918 9031 9031 290. SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2023-10-03 2024-10-08 26542 26525 17 17 15. ISHARES CORE S&P 500 ETF 2024-02-20 2024-10-10 8688 7476 1212 1212 21.603 ARTISAN INTL VALUE FUND-INS 2023-10-13 2024-10-22 1100 924 176 176 11.541 COHEN & STEERS INSTL RLTY SHRS 2023-07-20 2024-10-22 600 523 77 77 16.437 DFA US SMALL CAP PORTFOLIO 2022-03-09 2024-10-22 800 713 87 87 347.551 DODGE & COX INCOME FUND 2020-08-26 2024-10-22 4400 5137 -737 -737 42.288 EATON VANCE-ATLANTA SMID-R6 2020-09-01 2024-10-22 1900 1550 350 350 56.24 HARTFORD DVDND & GRWTH-F 2024-01-12 2024-10-22 2100 1822 278 278 12. ISHARES CORE S&P 500 ETF 2024-02-20 2024-10-22 7018 5981 1037 1037 34. ISHARES CORE TOTAL US BOND MKT ETF 2023-12-28 2024-10-22 3358 3386 -28 -28 7. ISHARES S&P 500 VALUE ETF 2024-01-12 2024-10-22 1388 1215 173 173 7. ISHARES 20 PLUS YEAR TREASURY BD ETF 2023-10-13 2024-10-22 645 611 34 34 15. ISHARES 5-10Y INV GRADE CORP ETF 2024-10-08 2024-10-22 787 794 -7 -7 32.613 JOHCM INTERNATIONAL SEL-INST 2020-10-07 2024-10-22 800 911 -111 -111 6.291 T ROWE PRICE INTEGRATED U.S. 2024-10-10 2024-10-22 300 299 1 1 19. FBO CURRAN/TALLEY 20016 2024-10-08 2024-10-22 967 982 -15 -15 38. VANGUARD RUSSELL 1000 GROWTH ETF 2024-10-08 2024-10-22 3749 3672 77 77 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 CAPITAL GAIN DIVIDENDS P 4098 40538 793 0 793 0 793 240 0 950 1190 0 397 397 0 false false false false false false false true true PA true false false false false true TRUIST BANK NA 8443823122 PO BOX 919798 ORLANDO FL 32891 false false false false true false false false false false false false false false false true false false false false false false false TRUIST BANK N A PO BOX 919798 ORLANDO FL 32891 TRUSTEE 5 8353 JOHN A HAYES 1573 SPRING HILL DR HUMMELSTOWN PA 17036 CO-TRUSTEE 1 0 NONE 0 NONE 0 901452 20575 0 922027 0 0 922027 13830 908197 45410 45410 793 793 44617 1200 45817 0 45817 48927 0 0 0 0 48927 45817 9339 0 0 0 0 0 0 0 48927 9339 0 0 39588 0 0 0 0 0 0 0 0 6229 0 0 0 0 0 0 0 0 James Molleca 1340 Broadcasting RD STE 100 Wyomissing PA 19610 4818814074 JMolleca@BBANDT.COM No Special form; Grant requests can be informally made without specific criteria other than for charitable purpose as defined N/A N/A ANDREW BOLING C/O ELIZABETHTOWN COLLEGE 1 ALPHA DRIVE ELIZABETHTOWN PA 17022 NONE I SCHOLARSHIP 2000 MARY JACKSON C/O SUSQUEHANNA UNIVERSITY 514 UNIVERSITY AVE SELLINSGROVE PA 17870 NONE I SCHOLARSHIP 2000 KATIE BOLIG C/O PENN STATE UNIVERSITY 103 SHIELDS BUILDING UNIVERSITY PARK PA 16802 NONE I SCHOLARSHIP 2000 REGAN JURY C/O THE UNIVERSITY OF ALABAMA 801 CAMPUS DRIVE BOX 870120 TUSCALOOSA AL 35487 NONE I SCHOLARSHIP 2000 EMILY MYERS C/O HARRISBURG COMMUNITY COLLEGE P O BOX 7480 LANCASTER PA 17604 NONE I SCHOLARSHIP 2000 JORDAN MALLON C/O SHIPPENSBURG UNIVERSITY 1871 OLD MAIN DR SHIPPENBURG PA 17257 NONE I SCHOLARSHIPS 2000 DYLIN BYLLIS C/O LANCASTER BIBLE COLLEGE 901 EDEN ROAD LANCASTER PA 17601 NONE I SCHOLARSHIPS 2000 AMERICAN CANCER SOCIETY PO BOX 6703 HAGERSTOWN MD 21741 NONE PC GENERAL OPERTAING 1200 AMERICAN HEART ASSOCIATION 4250 CRUMS MILL RD HARRISBURG PA 17112 NONE PC GENERAL OPERATING 1200 LEUKEMIA & LYMPHOMA SOCIETY INC CENTRAL PA CHAPTER PO BOX 22470 NEW YORK NY 10087 NONE PC GENERAL OPERATING 1800 SUSQUEHANNA UNIVERSITY 514 UNIVERSITY AVE SELINGSGROVE PA 17870 NONE PC GENERAL OPERATING 1500 GOODWILL INDUSTRIES OF CENTRAL PA 1150 GOODWILL DRIVE HARRISBURG PA 17101 NONE PC GENERAL OPERATING 1200 THE ARC OF DAUPHIN COUNTY INC 3544 N PROGRESS AVE HARRISBURG PA 17110 NONE PC GENERAL OPERATING 1200 FIRST UNITED METHODIST CHURCH HERSHEY 64 WEST CHOCOLATE AVE HERSHEY PA 17033 NONE PC GENERAL OPERATING 1000 WITF INC 4801 LINDLE ROAD HARRISBURG PA 17111 NONE PC GENERAL OPERATING 750 YMCA OF NORTHERN DAUPHIN COUNTY 500 N CHURCH STREET ELIZABETHVILLE PA 17023 NONE PC GENERAL OPERATING 1000 LOWER DAUPHIN SCHOOL DISTRICT 291 EAST MAIN STREET HUMMELSTOWN PA 17036 NONE PC GENERAL OPERATING 2000 GAUDENZIA INC 106 MAIN STREET NORRISTOWN PA 19401 NONE PC GENERAL OPERATING 1000 MILLERSBURG FIRE COMPANY NO 1 325 CENTER ST MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 2000 MILLERSBURG BOROUGH INC 101 WEST STREET MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 1500 MILLERSBURG COMMUNITY POOL 101 WEST ST MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 2500 GRACE UNITED METHODIST CHURCH 982 MEDICAL ROAD MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 2000 NED SMITH CENTER FOR NATURE AND ART 176 WATER COMPANY RD MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 1800 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 NONE PC GENERAL OPERATING 2400 ARTHRITIS FOUNDATION 1355 PEACHTREE STREET NE SUITE 600 ATLANTA GA 30309 NONE PC GENERAL OPERATING 1200 ALEX LEBO C/O MILLERSVILLE UNIVERSITY PO BOX 1002 MILLERSVILLE PA 17551 NONE I SCHOLARSHIPS 2000 43250 14 20905 18 40538 61443 61443 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1500 1500 258620566 DOUBLELINE TOTAL RET 464287432 ISHARES 20+ YEAR TRE 17770 19828 464287226 ISHARES CORE US AGGR 107244 107334 256210105 DODGE & COX INCOME F AT COST 142195 140683 277902235 EATON VANCE ATLANTA AT COST 48014 62952 41664T669 HARTFORD DIVIDEND & AT COST 47462 66159 464287507 ISHARES CORE S&P MID 46653M849 JOHCM INTERNATIONAL AT COST 26999 24429 87283A102 T. ROWE PRICE QM US AT COST 8364 9003 921908844 VANGUARD DIVIDEND AP 233203843 DFA US SMALL CAP POR AT COST 21719 26798 38147N269 GOLDMAN SACHS GQG PA 464287200 ISHARES CORE S&P 500 AT COST 146171 216010 543488845 LOOMIS SAYLES GROWTH 92206C680 VANGUARD RUSSELL 100 AT COST 83874 126469 04314H857 ARTISAN INTERNATIONA AT COST 29182 33465 19247U106 COHEN & STEERS INSTI AT COST 15845 18447 233203827 DFA US LARGE CAP VAL 78468R663 SPDR BLOOMBERG 1-3 M 464287408 ISHARES S&P 500 VALU AT COST 33669 39997 464288638 ISHARES 5-10 YEAR IN AT COST 25634 25521 921943858 VANGUARD FTSE DEVELO AT COST 30330 29526 2023 TRANSACTION POSTED IN 2024 64 ROUNDING 4 2022 TRANSACTION POSTED IN 2023 345 RECOVERY OF PRIOR YEAR GRANTS 1200 FEDERAL ESTIMATES - PRINCIPAL 108 0 0 FOREIGN TAXES ON QUALIFIED FOR 104 104 0