2024-05-15T10:20:04-05:00 2023-12-31 231311005 BOYER & RITTER LLC 1137 KENNEBEC DRIVE CHAMBERSBURG PA 17201 990PF 2023-01-01 475335629 CARL L AND GLENDA T CRAMER CHARITABLE FOUNDATION CARL 7175308600 833 WEST KING STREET SHIPPENSBURG PA 17257 MATTHEW C CRAMER CHAIRPERSON 7175308600 2024-05-13 1 MATTHEW CRAMER XXX-XX-XXXX 0 EDWARD J STRALEY CPA P00235296 7172647456 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2232869 X 25500 64725 64725 -4787 4543791 0 85438 64725 0 0 0 2850 1425 1425 6364 6364 0 372 0 0 -902 0 0 8684 7789 1425 93500 93500 102184 7789 94925 -16746 56936 598900 133193 133193 24338 99317 100469 902093 1366439 1430940 639139 550171 568267 2164470 2149120 2232869 0 0 X 0 0 0 0 2164470 2149120 2164470 2149120 2164470 2149120 2164470 -16746 1396 2149120 0 2149120 BIG LOTS INC: BIG P 2022-08-10 2023-01-04 5198 7514 -2316 -2316 HEALTHPEAK PPTYS INC REIT: PEAK P 2022-08-10 2023-01-04 22426 23828 -1402 -1402 PATTERSON COMPANIES: PDCO P 2022-08-10 2023-01-04 27811 30371 -2560 -2560 VIRTU FINL INCORPORA0050CLASS A: VIRT P 2022-08-10 2023-01-04 26059 30227 -4168 -4168 DOW INC: DOW P 2023-01-11 30058 28403 1655 1655 CLEVELAND-CLIFFS INC: CLF P 2022-08-10 2023-01-12 15418 15141 277 277 INVESCO S&P 500 EQUAL WEIGHT ETF: RSP P 2023-01-12 84284 80783 3501 3501 JPMORGAN CHASE & CO: JPM P 2023-01-12 38329 32362 5967 5967 W E C ENERGY GROUP INC: WEC P 2022-08-10 2023-01-12 32187 34619 -2432 -2432 BAKER HUGHES CO. BKR P 2023-01-23 32064 25032 7032 7032 SCOTTS MIRACLE GRO CO: SMG P 2023-01-30 20139 23773 -3634 -3634 INTEL CORP: INTC P 2023-02-02 16835 22223 -5388 -5388 JPMORGAN ULTRA SHORT INCOME ETF: JPST P 2022-08-10 2023-02-02 69259 69123 136 136 KRAFT HEINZ CO: KHC P 2023-02-02 31460 30498 962 962 PPL CORP: PPL P 2022-08-10 2023-02-02 23966 23102 864 864 SCHWAB US AGGREGATE BONDETF: SCHZ P 2023-02-02 190092 196698 -6606 -6606 SCHWAB USLARGE CAP VALUE ETF: SCHV P 2023-02-02 116978 107199 9779 9779 SLECT SECTOR HEALTH CARE SPDR ETF: SPHY P 2022-09-23 2023-02-02 26966 24892 2074 2074 SPDR PORTFOLIO HIGH YIELD BOND ETF: SPHY P 2022-08-10 2023-02-02 191041 195055 -4014 -4014 UGI CORP UGI P 2022-08-10 2023-02-02 9395 9117 278 278 VANGUARD LONG TERM COR BD ETF: VCLT P 2023-02-02 174500 178262 -3762 -3762 WALGREENS BOOTS ALLI:WBA P 2023-02-02 31630 33315 -1685 -1685 PPL CORP: PPL P 2023-02-02 23189 21890 1299 1299 U G I CORP: UGI P 2021-04-13 2023-02-02 11324 11626 -302 -302 REAL ESTATE SELECT SCTR SPDR ETF: XLRE P 2022-09-23 2023-02-28 25577 25006 571 571 BOSTON PROPERTIES REIT: BXP P 2023-02-02 2023-03-09 13958 17300 -3342 -3342 ECOLAB INC: ECL P 2023-02-02 2023-05-03 11590 10249 1341 1341 FISERV INC: FISV P 2023-02-02 2023-05-04 10520 9776 744 744 TYSON FOODS INC CLASS A:TSN P 2023-05-08 36273 45934 -9661 -9661 NIKE INC CLASS B: NKE P 2023-05-22 14745 16720 -1975 -1975 BEST BUY CO INC BBY P 2023-05-23 31117 39589 -8472 -8472 ALPHABET INC. CLASS A: GOOGL P 2023-05-24 30621 26659 3962 3962 ALVALONBAY CMNTYS INC REIT: AVB P 2023-06-05 30847 30946 -99 -99 TECHNOLOGY SELECT SECTORSPDR ETF: XLK P 2023-06-08 24435 21012 3423 3423 DIAMONDBACK ENERGY: FANG P 2023-06-23 18215 20684 -2469 -2469 DROPBOX INC CLASS A DBX P 2023-06-30 35954 31673 4281 4281 FISERC INC P 2023-07-06 10926 9801 1125 1125 GENTEX CORP GNTX P 2023-07-06 15573 15750 -177 -177 ISHRS 10 INVEST GRADEBOND ETF: IGLB P 2023-07-06 117539 126816 -9277 -9277 VANGUARD TOTAL WORLD STOCK ETF VT P 2023-07-06 40756 40372 384 384 COMMUNICAT SVS SLCT SEC SPDR ETF XLC P 2023-07-19 26082 22539 3543 3543 ECOLAB INC ECL P 2023-07-19 11960 10105 1855 1855 KIMCO REALTY CORP REIT KIM P 2023-07-20 36993 40130 -3137 -3137 SPDR FUND CONSUMER DISCRE SELECT ETF XLY P 2023-07-21 24957 22541 2416 2416 HOME DEPOT INC HD P 2023-07-26 52938 53392 -454 -454 IBM CORP IBM P 2023-07-26 33265 31263 2002 2002 NEWMONT CORP NEM P 2023-07-26 36661 42584 -5923 -5923 3M CO MMM P 2023-07-26 19930 22760 -2830 -2830 IBM CORP : IBM P 2022-02-24 2023-07-26 18888 16025 2863 2863 ISHARES CONVERTIBLE BONDETF ICVT P 2023-08-02 67201 64848 2353 2353 CME GROUP INC CLASS A CME P 2023-08-10 30324 26510 3814 3814 FIDELITY NATL FINL FNF P 2023-08-10 51378 52470 -1092 -1092 INTUIT INC INTU P 2023-06-30 2023-08-28 20291 17840 2451 2451 CISCO SYSTEMS INC CSCO P 2022-08-10 2023-08-17 27964 23053 4911 4911 INTEL CORP INTC P 2023-09-13 9726 6760 2966 2966 INTEL CORP INTC P 2023-09-13 33191 29741 3450 3450 ABBOTT LABORATORIES: ABT P 2023-09-28 31668 35537 -3869 -3869 BLOOMIN BRANDS INC: BLMN P 2023-09-28 19659 19749 -90 -90 CISCO SYSTEMS INC CSCO P 2023-09-28 15893 15061 832 832 DOMINION ENERGY INC D P 2023-09-28 28738 39902 -11164 -11164 FLOWERS FOODS INC FLO P 2023-09-28 27125 32675 -5550 -5550 HP INC HPQ P 2023-05-23 2023-09-28 26066 31217 -5151 -5151 ISHARES CORE S&P SMALL-CAP ETF IJR P 2023-02-02 2023-09-28 27371 31012 -3641 -3641 ISHARES CORE US AGGREGATE BOND ETF AGG P 2023-02-02 2023-09-28 35307 38055 -2748 -2748 ISHARES HIGH YIELD CORPORAT BOND ETF SHYG P 2023-02-02 2023-09-28 89330 92160 -2830 -2830 ISHARES INTERNTINL AGGRGT BND ETF IAGG P 2023-02-02 2023-09-28 18726 18906 -180 -180 ISHARES PREFERRED INCOME SEC ETF IV PFF P 2023-09-28 58928 66201 -7273 -7273 ISHARES US MEDICAL DEVICES ETF IHI P 2023-09-28 26601 30837 -4236 -4236 ISHARES 20 PLS YEAR TREASURY BND ETF TLT P 2023-09-28 81147 100009 -18862 -18862 KINDER MORGAN INC KMI P 2023-09-28 34281 37441 -3160 -3160 MEDTRONIC PLC F MDT P 2023-02-02 2023-09-28 7719 8539 -820 -820 PPG INDUSTIES INC PPG P 2023-09-28 26784 27161 -377 -377 PROLOGIS INC REIT PLD P 2023-09-28 18871 22601 -3730 -3730 SELECT SECTOR INDUSCTRIAL SPDR ETF XLI P 2023-09-28 37972 37831 141 141 SPDR BLOOMBG EMG MRKT LCL BND ETF EBND P 2023-09-28 37372 41082 -3710 -3710 SPDR PORTFOLIO S&P 400 MID CAP ETF P 2023-09-28 21803 21351 452 452 UGI CORP UGI P 2023-09-28 8467 12050 -3583 -3583 VANGUARD FTSE EMERGING MARKETS ETF VWO P 2023-09-28 29180 31471 -2291 -2291 VANGUARD MID CAP ETF VO P 2023-09-28 46469 50106 -3637 -3637 VGRD STC ETF DV VCSH P 2023-02-02 2023-09-28 56268 57464 -1196 -1196 VISA INC CLASS A V P 2023-09-28 23359 23620 -261 -261 EXELON CORP EXC P 2023-10-02 38203 42965 -4762 -4762 VANGUARD SHORT TERM BONDETF BSV P 2023-10-02 2023-10-27 38366 38248 118 118 VGRD STC ETF DV VCSH P 2023-02-02 2023-10-27 19186 19614 -428 -428 CISCO SYSTEMS INC CSCO P 2023-09-28 11168 9273 1895 1895 UGI CORP UGI P 2023-09-28 12642 21600 -8958 -8958 ISHARES 0 TO 3 MNTH TREASURY BOND ETF SGOV P 2023-09-28 2023-10-30 39470 39454 16 16 GENERAL DYNAMICS CO GD P 2023-11-06 46796 43190 3606 3606 NETFLIX INC NFLX P 2023-09-28 2023-11-13 46844 39212 7632 7632 VANGUARD RUSSELL 1000 GROWTH ETF VONG P 2023-09-28 2023-11-30 23676 21578 2098 2098 VANGUARD DIVIDEND APPRECIATION ETF VIG P 2023-09-28 2023-12-01 30339 28684 1655 1655 BANK OF NY MELLON CO BK P 2023-12-11 55015 49526 5489 5489 WELLS FARGO & CO WFC P 2023-12-11 53402 49377 4025 4025 INVSC S P 500 EQUAL WEIGHT ETF RSP P 2023-12-12 39116 35103 4013 4013 ISHARES CORE MSCI EAFE ETF IEFA P 2023-09-28 2023-12-12 175599 165431 10168 10168 ISHARES CORE S&P SMALL-CAP ETF IJR P 2023-12-12 84473 81813 2660 2660 ISHARES CORE S&P MID-CAP ETF IJH P 2023-12-12 114393 108944 5449 5449 SODR PORTFOLIO S&P 500 ETF SPLG P 2023-09-28 2023-12-12 155966 143661 12305 12305 VGRD LTC ETF DV VCLT P 2023-12-12 54866 51568 3298 3298 SPDR PORTFOLIO S&P 400 MID CAP ETF P 2023-12-12 2023-12-27 120859 114385 6474 6474 SPDR PORTFOLIA S&P 600 SMALL CAP ETF P 2023-12-12 2023-12-27 91484 84475 7009 7009 SPDR S&R 500 ETF SPY P 2023-12-12 2023-12-27 159782 155759 4023 4023 ERIE INDEMNITY CO CLASS A ERIE P 2015-11-24 2023-12-26 33123 9575 23548 23548 3M CO: MMM P 2022-12-30 2022-12-31 17916 22866 -4950 -4950 US TREASU NT 1.375%09XXX P 2023-10-02 2023-10-02 25000 24338 662 662 -4787 791 0 791 0 791 866 0 0 0 866 0 75 75 0 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A MATTHEW C CRAMER TRUSTEE 7175308600 833 WEST KING STREET SHIPPENSBURG PA 17257 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTHEW C CRAMER 833 WEST KING STREET SHIPPENSBURG PA 17257 CHAIRPERSON 1.00 0 0 0 NONE 0 NONE 0 0 1867934 241850 0 2109784 0 0 2109784 31647 2078137 103907 103907 791 791 103116 0 103116 0 103116 94925 0 94925 103116 56842 0 0 94925 56842 0 0 38083 0 0 0 0 0 0 0 0 65033 0 0 0 MATTHEW C CRAMER 833 WEST KING STREET SHIPPENSBURG PA 17257 7175308600 NO SPECIFIC FORM - GRANTEES MUST BE PUBLIC CHARITIES, INCLUDE NAME, ADDRESS, EIN, AND SPECIFIC PURPOSE OF REQUEST IF ANY NONE NONE BOYS & GIRLS CLUB OF CHAMBERSBURG & SHIPPENSBURG 73 W BURD ST SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 2000 CHRIST AMONG NEIGHBORS 130 S PENN ST SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 5000 CIVIC CLUB OF SHIPPENSBURG PO BOX 593 SHIPPENSBURG PA 17257 NONE PC SUPPORT COMMUNITY NURSE PROGRAM 5000 DREW MICHAEL TAYLOR FOUNDATION 946 ASHTON DRIVE SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 2500 KATIE'S PLACE OF SHIPPENSBURG 130 S PENN STREET SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 5000 MAKE-A-WISH 2951 WHITEFORD ROAD SUITE 304 YORK PA 17402 NONE PC GENERAL CONTRIBUTION 2000 NEWBURG FIRST CHURCH OF GOD 260 NEWBURG RD NEWBURG PA 17240 NONE PC GENERAL CONTRIBUTION 5000 NEWBURG UNITED METHODIST CHURCH 203 NORTH HIGH STREET NEWBURG PA 17240 NONE PC GENERAL CONTRIBUTION 5000 NEWBURG-HOPEWELL VOLUNTEER FIRE COMPANY PO BOX 5 NEWBURG PA 17240 NONE PC GENERAL CONTRIBUTION 5000 REINS OF RHYTHM RIDING & HORSEMANSHIP INC 1257 BLACK GAP RD FAYETTEVILLE PA 17222 NONE PC GENERAL CONTRIBUTION 2500 ROCK RUN ANIMAL RESCUE PO BOX 272 NEWVILLE PA 17241 NONE PC GENERAL CONTRIBUTION 2000 SHIPPENSBURG AREA ATHLETIC ASSOCIATION 4 RAVEN WAY SHIPPENSBURG PA 17257 NONE PC STADIUM RENOVATION 2500 SHIPPENSBURG AREA EMS 711 E ORANGE ST SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 2500 SHIPPENSBURG AREA LITTLE LEAGUE PO BOX 461 SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 5000 SHIPPENSBURG MEALS ON WHEELS 115 N FAYETTE ST SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 2500 SHIPPENSBURG PRODUCE OUTREACH INC 130 S PENN ST SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 5000 SHIPPENSBURG PUBLIC LIBRARY 73 W KING STREET SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 2500 SU FOUNDATIONSCRC 500 NEWBURG RD SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 2500 UNITED WAY OF SHIPPENSBURG AREA PO BOX 3 SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 10000 VIGILANT HOSE COMPANY #1 20 WALNUT BOTTOM ROAD SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 5000 WEST END FIRE & RESCUE COMPANY NO 3 49 LURGAN AVENUE SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 5000 MEET THE NEEDS INC 130 S PENN ST SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 2500 CIRCLE OF LOVE COMMUNITY 21 N PRINCE ST SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 2500 COMMUNITY CARES 50 W PENN ST CARLISLE PA 17013 NONE PC GENERAL CONTRIBUTION 2500 ST ANDREW'S EPISCOPAL CHURCH 204 E BURD ST SHIPPENSBURG PA 17257 NONE PC GENERAL CONTRIBUTION 2500 93500 0 14 64725 18 -4787 0 59938 0 59938 0 0 0 0 0 0 0 0 0 0 X X 1 MATTHEW C & KIMBERLY D CRAMER 833 WEST KING STREET SHIPPENSBURG PA 17257 25000 X ACCOUNTING 2850 1425 1425 CORPORATE BONDS 550171 568267 CORPORATE STOCKS 1366439 1430940 99317 100469 0 0 EXCISE TAX REFUND -902 0 0 ACCRUED DIVIDENDS 1396 FINANCIAL ADVISOR 6364 6364 0 FEDERAL INCOME TAXES PAID 372 0 0