2025-05-12T14:26:19-05:00 2024-12-31 455012510 WAGNER DREESE ELSASSER & ASSOCIATES PC 1372 N SUSQUEHANNA TRL STE 210 SELINSGROVE PA 17870 990PF 2024-01-01 202033335 THE MIDDLESWARTH FOUNDATION MIDD 5708371431 DAVID MIDDLESWARTH 250 FURNACE ROA MIDDLEBURG PA 17842 DAVID B MIDDLESWARTH PRESIDENT 5708371431 2025-05-12 1 1 JOSELYN Y O'CONNOR P00293590 5707432030 2024 2025-03-06 01:10:19Z X 1458385 X X 34957 34957 68207 254325 68319 103164 103276 0 0 0 1575 788 787 16608 16608 0 961 0 0 19144 17396 787 75250 75250 94394 17396 76037 8770 85880 6735 3652 3652 1371805 1454733 1454733 1378540 1458385 1458385 0 0 X 1378540 1458385 1378540 1458385 1378540 1458385 1378540 8770 71075 1458385 0 1458385 PUBLICLY TRADED SECURITIES 231661 186006 45655 45655 CAPITAL GAINS DIVIDENDS P 22664 22664 22664 68319 1194 0 1194 0 1194 903 0 0 0 903 0 291 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A DAVID B MIDDLESWARTH 5708371431 250 FURNACE ROAD MIDDLEBURG PA 17842 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID B MIDDLESWARTH 250 FURNACE ROAD MIDDLEBURG PA 17842 PRESIDENT 5.00 0 0 0 BRET I MIDDLESWARTH 250 FURNACE ROAD MIDDLEBURG PA 17842 VICE PRESIDENT 0.50 0 0 0 ROB D MIDDLESWARTH 250 FURNACE ROAD MIDDLEBURG PA 17842 SEC/TREAS 0.50 0 0 0 NONE 0 NONE 0 0 1460541 10439 0 1470980 0 0 1470980 22065 1448915 72446 72446 1194 1194 71252 0 71252 0 71252 76037 0 76037 71252 17631 0 0 76037 17631 0 0 58406 0 0 0 0 0 0 0 0 12846 0 0 0 X ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC SUPPORT OF RESEARCH FOR CHILDREN'S CANCER TREATMENTS AND CURES 1000 BIG BROTHERS BIG SISTERS 190 WELLES ST STE 168 FORTY FORT PA 18704 N/A PC PROVIDE FUNDS FOR THE MENTORING PROGRAMS OF THE ORGANIZATION 250 GRACE COVENANT COMMUNITY CHURCH 99 CAFE LANE MIDDLEBURG PA 17842 N/A PC FINANCIAL NEEDS OF THE CHURCH AND ITS MISSION 10000 HAVEN MINISTRY INC 1040 SOUTH FRONT STREET SUNBURY PA 17801 N/A PC SUPPORT EMERGENCY SHELTER AND FOOD TO HOMELESS FAMILIES 2000 MIDD-WEST HIGH SCHOOL 540 EAST MAIN STREET MIDDLEBURG PA 178421296 N/A PC $500 SCHOLARSHIPS EACH TO TWO MALE AND TWO FEMALE GRADUATES OF THE HIGH SCHOOL TO BE DETERMINDED BY THE SCHOOL'S SCHOLARSHIP COMMITTEE 1000 MIDDLEBURG COMMUNITY PROJECTS 220 GRAND STREET MIDDLEBURG PA 17842 N/A PC COMMUNITY PROJECTS SUPPORTED BY THE ORGANIZATION FOR THE AREA INCLUDING AND SURROUNDING MIDDLEBURG BOROUGH PENNSYVLANIA 30000 MIDDLECREEK AREA COMMUNITY CENTER PO BOX 65 67 ELM STREET BEAVER SPRINGS PA 17812 N/A PC SUPPORT RECREATIONAL, SOCIAL AND EDUCATIONAL PROGRAMS FOR THE COMMUNITY 5000 MOSTLY MUTTS INC DIANE FLETCHER PO BOX 498 MILLVILLE PA 17846 N/A PC SUPPORT NO-KILL DOG AND CAT ANIMAL SHELTER 500 SALVATION ARMY 40 SOUTH FOURTH STREET SUNBURY PA 17801 N/A PC SUPPORT DISASTER AND PERSONS-IN-NEED PROGRAMS OF THE ORGANIZATION 1000 SELINSGROVE AREA SCHOOL DISTRICT 329 SEALS AVENUE SELINSGROVE PA 17870 N/A PC $500 SCHOLARSHIPS EACH TO ONE MALE AND ONE FEMALE GRADUATE OF THE HIGH SCHOOL TO BE DETERMINED BY THE SCHOOL'S SCHOLARSHIP COMMITTEE 1000 SHRINERS CHILDREN'S PROCESSING CENTER PO BOX 1510 RANSON WV 254389902 N/A PC SUPPORT OF CHILDREN'S HOSPITALS 1000 SNYDER COUNTY COALITION FOR KIDS PO BOX 103 SELINSGROVE PA 17870 N/A PC SUPPORT THE YOUTH DEVELOPMENT AND DEPENDENCY PREVENTION PROGRAMS FOR CHILDREN IN SNYDER COUNTY, PA 500 SPCA OF PENNSYLVANIA 1467 BLOOM ROAD DANVILLE PA 17821 N/A PC SUPPORT OF THE NO-KILL ANIMAL SHELTER 500 SUMMER SEALS DAY CAMP PO BOX 395 SELINSGROVE PA 17870 N/A PC SUPPORT OF THE 6-WEEK SUMMER DAY CAMP LEARNING PROGRAM FOR STUDENTS 500 TRANSITIONS OF PA 120 S 3RD STREET LEWISBURG PA 17837 N/A PC SUPPORT OF THE CRISIS CENTER FOR VICTIMS, SURVIVORS AND FAMILIES OF VIOLENCE AND ABUSE 500 VETERANS MEMORIAL POOL 32 EAST OHIO STREET MCCLURE PA 17841 N/A PC SUPPORT OF THE FREE-ADMISSION COMMUNITY SWIMMING POOL'S UPGRADE AND MAINTENANCE NEEDS 2000 CHRIST'S UNITED LUTHERAN CHURCH 13765 OLD TURNPIKE ROAD MILLMONT PA 17845 N/A PC SUPPORT OF THE CHURCH'S GENERAL OPERATION EXPENSES AND MISSIONS 5000 CAMP VICTORY PO BOX 810 MILLMONT PA 17846 N/A PC PROVIDE FINANCIAL SUPPORT FOR THE CAMP FOR CHILDREN WITH SPECIAL NEEDS AND SERIOUS HEALTH ISSUES 1000 WEST END GRACE CHURCH 3667 BACK MOUNTAIN ROAD BEAVER SPRINGS PA 17812 N/A PC PROVIDE FINANCIAL SUPPORT FOR THE MISSIONS OF THE CHURCH AND ITS OPERATION EXPENSES 10000 GIRL SCOUTS IN THE HEART OF PENNSYLVANIA 4640 TRINDLE ROAD CAMP HILL PA 17011 N/A PC SUPPORT THE PROGRAMS OF THE GIRL SCOUTS 500 FORT MYERS CHRISTIAN OUTREACH CENTER 3500 FOWLER STREET FORT MYERS FL 33901 N/A PC PROVIDE FINANCIAL SUPPORT FOR THE CHURCH'S OUTREACH PROGRAMS AND MINISTRIES 2000 75250 0 14 34957 18 68207 0 103164 0 103164 0 0 0 0 0 0 0 0 0 0 WAGNER DREESE ELSASSER & ASSOCS PC - 990-F PREPARATION AND ACCOUNTING 1575 788 787 ISHARES CORE TI US BOND FMV 71319 71319 VANGUARD FTSE DEV MKTS ETF FMV 57671 57671 VANGUARD VALUE INDEX ETF FMV 101241 101241 VANGUARD LARGE CAP ETF FMV 91428 91428 VANGUARD SMALL CAP ETF FMV 28113 28113 BRIDGE BUILDER CORE PLUS BOND FMV 101467 101467 BRIDGE BUILDER INTL EQUITY FMV 128866 128866 BRIDGE BUILDER LARGE GROWTH FMV 138220 138220 BRIDGE BUILDER LARGE VALUE FMV 132460 132460 BRIDGE BUILDER SMALL/MID GROWTH FMV 71886 71886 BRIDGE BUILDER SMALL/MID VALUE FMV 71052 71052 GOLDMAN FS GOVT FD INSTL FMV 13067 13067 JPM EMERGING MARKETS EQUITY R6 FMV 72384 72384 VANGUARD GROWTH ETF FMV 125595 125595 FEDERATED INSTL HI-YLD BD R6 FMV 14846 14846 VANGUARD EMERGING MKT GOV BOND FMV 14083 14083 DFA INTL SMALL COMPANY I FMV 28300 28300 AMERICAN CAPITAL WORLD BOND F3 FMV 14352 14352 VANGUARD MID CAP INDEX ETF FMV 84786 84786 INVESCO INTL SMALL-MID COMPANY R6 FMV 14305 14305 VANGUARD S&P 500 FMV 64118 64118 TRP EMERGING MARKETS BOND I FMV 15174 15174 UNREALIZED GAIN ON INVESTMENTS 71075 EDWARD JONES - INVESTMENT MGMT FEES 16608 16608 0 FOREIGN TAX W/H FROM DIVIDENDS 961 0 0