2026-05-13T16:46:15-05:00 2025-12-31 455012510 WAGNER DREESE ELSASSER & ASSOCIATES PC 1372 N SUSQUEHANNA TRL STE 210 SELINSGROVE PA 17870 990PF 2025-01-01 202033335 THE MIDDLESWARTH FOUNDATION MIDD 5708371431 DAVID MIDDLESWARTH 250 FURNACE ROA MIDDLEBURG PA 17842 DAVID B MIDDLESWARTH PRESIDENT 5708371431 2026-05-13 1 JOSELYN Y O'CONNOR P00293590 5707432030 2025 2025-03-06 01:10:19Z X 1621168 X X 38783 38742 84433 298979 84436 123216 123178 0 0 0 1575 788 787 18458 18458 0 2332 841 0 22365 20087 787 60250 60250 82615 20087 61037 40601 103091 1 1 3652 7614 7614 1454733 1613553 1613553 1458385 1621168 1621168 0 0 X 1458385 1621168 1458385 1621168 1458385 1621168 1458385 40601 122182 1621168 0 1621168 PUBLICLY TRADED SECURITIES P 259627 214543 45084 45084 CAPITAL GAINS DIVIDENDS P 39352 39352 39352 84436 1433 0 1433 0 1433 1200 0 0 0 1200 0 233 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 1544598 6780 0 1551378 0 0 1551378 23271 1528107 76405 76405 1433 1433 74972 0 74972 0 74972 61037 0 61037 74972 12846 0 0 61037 12846 0 0 48191 0 0 0 0 0 0 0 0 26781 0 0 0 X BIG BROTHERS BIG SISTERS 190 WELLES ST STE 168 FORTY FORT PA 18704 NONE PC PROVIDE FUNDS FOR THE MENTORING PROGRAMS OF THE ORGANIZATION 250 CAMP VICTORY PO BOX 810 MILLMONT PA 17846 NONE PC PROVIDE FINANCIAL SUPPORT FOR THE CAMP FOR CHILDREN WITH SPECIAL NEEDS AND SERIOUS HEALTH ISSUES 500 EVANGELICAL COMMUNITY HOSPITAL FOUNDATION ONE HOSPITAL DRIVE LEWISBURG PA 17837 NONE PC SUPPORT OF THE MEDICAL SERVICES PROVIDED BY THE HOSPITAL TO THE GENERAL COMMUNITY 1000 GIRL SCOUTS IN THE HEART OF PENNSYLVANIA 4640 TRINDLE ROAD CAMP HILL PA 17011 NONE PC SUPPORT THE PROGRAMS OF THE GIRL SCOUTS 500 HAVEN MINISTRY INC 1040 SOUTH FRONT STREET SUNBURY PA 17801 NONE PC SUPPORT EMERGENCY SHELTER AND FOOD TO HOMELESS FAMILIES 2000 HEREFOR GOOD CAMPAIGN 250 E CHESTNUT STREET MIFFLINBURG PA 17844 NONE PC SUPPORT FAMILIES IN NEED 500 MIDD-WEST SCHOOL DISTRICT 540 EAST MAIN STREET MIDDLEBURG PA 178421296 NONE 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 NONE PC COMMUNITY PROJECTS SUPPORTED BY THE ORGANIZATION FOR THE AREA INCLUDING AND SURROUNDING MIDDLEBURG BOROUGH PENNSYVLANIA 10000 MIDDLECREEK AREA COMMUNITY CENTER PO BOX 65 67 ELM STREET BEAVER SPRINGS PA 17812 NONE PC SUPPORT RECREATIONAL, SOCIAL AND EDUCATIONAL PROGRAMS FOR THE COMMUNITY 6000 MOSTLY MUTTS INC DIANE FLETCHER PO BOX 498 MILLVILLE PA 17846 NONE PC SUPPORT NO-KILL DOG AND CAT ANIMAL SHELTER 500 PENNSYLVANIA WOUNDED WARRIERS INC 1013 MUMMA ROAD SUITE 203 WORMLEYSBURG PA 17043 NONE PC SUPPORT FOR TREATMENT AND COUNSELING OF MILITARY VETERANS AND THEIR FAMILIES 500 SELINSGROVE AREA SCHOOL DISTRICT 329 SEALS AVENUE SELINSGROVE PA 17870 NONE 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 NONE PC SUPPORT OF CHILDREN'S HOSPITALS 1000 SNYDER COUNTY COALITION FOR KIDS PO BOX 103 SELINSGROVE PA 17870 NONE 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 NONE PC SUPPORT OF THE NO-KILL ANIMAL SHELTER 500 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC SUPPORT OF RESEARCH FOR CHILDREN'S CANCER TREATMENTS AND CURES 1000 SUMMER SEALS DAY CAMP PO BOX 395 SELINSGROVE PA 17870 NONE PC SUPPORT OF THE 6-WEEK SUMMER DAY CAMP LEARNING PROGRAM FOR STUDENTS 500 TRANSITIONS OF PA 120 S 3RD STREET LEWISBURG PA 17837 NONE 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 NONE PC SUPPORT OF THE FREE-ADMISSION COMMUNITY SWIMMING POOL'S UPGRADE AND MAINTENANCE NEEDS 2000 EMMANUAL LUTHERAN CHURCH 100 EAST MAIN ST MIDDLEBURG PA 17842 NONE PC FOR ITS GENERAL OPERATING EXPENSES OF THE CHURCH 15500 ST JOSEPH'S CENTER 2010 ADAMS AVE SCRANTON PA 18509 NONE PC PROVIDE FINANCIAL SUPPORT FOR THE CHILDREN'S HOSPITAL 5000 JOURNEY TO JUSTICE 1355 FOXBORO ROAD SELINSGROVE PA 17870 NONE PC PROVIDE FINANCIAL SUPPORT FOR THE EDUCATION AND TRAINING OF CAREGIVING TO PREVENT ELDER ABUSE AND IMPROVE OLDER ADULT CARE 5000 TRINITY CHURCH OF WINFIELD 24 PA-304 PO BOX 159 WINFIELD PA 17889 NONE PC SUPPORT OF THE MISSION OF THE CHURCH AND ITS GENERAL OPERATION EXPENSES 5000 60250 0 14 38783 18 84433 0 123216 0 123216 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 60328 60328 VANGUARD FTSE DEV MKTS ETF FMV 50788 50788 VANGUARD VALUE INDEX ETF FMV 92630 92630 VANGUARD LARGE CAP FMV 98847 98847 BRIDGE BUILDER CORE PLUS BOND FMV 110504 110504 BRIDGE BUILDER INTL EQUITY FMV 152649 152649 BRIDGE BUILDER LARGE GROWTH FMV 147411 147411 BRIDGE BUILDER LARGE VALUE FMV 150090 150090 BRIDGE BUILDER SMALL/MID GROWTH FMV 65115 65115 BRIDGE BUILDER SMALL/MID VALUE FMV 63161 63161 JPM EMERGING MARKETS EQUITY R6 FMV 82977 82977 VANGUARD GROWTH INDEX FMV 129283 129283 DFA INTL SMALL COMPANY I FMV 38582 38582 VANGUARD MID CAP INDEX ETF FMV 105640 105640 VANGUARD S&P 500 FMV 132325 132325 TRP EMERGING MARKETS BOND I FMV 17373 17373 ISHARES MSC EAFE FMV 15661 15661 ISHARES BRD HGIH YIELD FMV 15182 15182 ISHARES CORE EMERGING MARKETS FMV 15326 15326 BRIDGE BUILDER CORE BOND FMV 31021 31021 JPM U.S. GOVT MONEY MARKET IM FMV 7993 7993 MFS INTL NEW DISCOVERY R6 FMV 30667 30667 UNREALIZED GAIN ON INVESTMENTS 122182 EDWARD JONES - INVESTMENT MGMT FEES 18458 18458 0 FOREIGN TAX W/H FROM DIVIDENDS 841 841 0 2024 EXCISE TAX ON NET INVESTMENT INCOME - BALANCE DUE 291 0 0 2025 ESTIMATE EXCISE TAX ON NET INVESTMENT INCOME 1200 0 0