2024-11-13T12:52:20-06:00 2023-12-31 251735300 CRYSTAL U HACKETT CPA 110 BERGNER STREET HARRISBURG PA 17110 990PF 2023-01-01 020746127 THE METZLER FAMILY FOUNDATION C/O SAGEWORTH TRUST CO METZ 7177358000 1861 SANTA BARBARA DR LANCASTER PA 17601 DAVID L METZLER PRESIDENT 7176918600 2024-11-08 1 0 CRYSTAL HACKETT P00448207 7177377231 2024-11-08 X 2023 2024-10-15 13:58:12Z X 3301209 X 10000 1496 1496 89838 89838 210019 335584 210019 311353 301353 0 0 0 4012 4012 0 26015 26015 0 2519 519 0 32546 30546 0 171000 171000 203546 30546 171000 107807 270807 37970 41936 41936 592262 542934 2068809 874780 1027949 1190464 1505012 1612819 3301209 0 0 X 1505012 1612819 0 0 0 0 1505012 1612819 1505012 1612819 1505012 107807 0 1612819 0 1612819 FNZ TRUST COMPANY P 55587 54837 750 750 FNZ TRUST COMPANY P 268012 68875 199137 199137 S&T BANCORP INC P 11985 1853 10132 10132 210019 3764 0 3764 0 3764 1282 0 0 0 1282 X 0 2482 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A SAGEWORTH TRUST COMPANY 7177358000 1861 SANTA BARBARA DRIVE LANCASTER PA 17601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID L METZLER 1861 SANTA BARBARA DR LANCASTER PA 17601 PRESIDENT 0.50 0 0 0 LORETTA C METZLER 1861 SANTA BARBARA DR LANCASTER PA 17601 VICE-PRESIDENT 0.50 0 0 0 DEBORAH M KLINEYOUNG 1861 SANTA BARBARA DR LANCASTER PA 17601 SECRETARY 0.50 0 0 0 NONE 0 NONE 0 0 3232025 35439 0 3267464 0 0 3267464 49012 3218452 160923 160923 3764 3764 157159 0 157159 0 157159 171000 0 171000 157159 156242 0 0 171000 156242 0 0 14758 0 0 0 0 0 0 0 0 142401 0 0 0 DAVID L METZLER LORETTA C METZLER X NEW HOPE MINISTRIES P O BOX 448 DILLSBURG PA 17019 NONE PUBLIC CHARITY $10,000 RICE MATCH 10000 NEW HOPE MINISTRIES P O BOX 448 DILLSBURG PA 17019 NONE PUBLIC CHARITY CHALLENGE 76000 NEW HOPE MINISTRIES P O BOX 448 DILLSBURG PA 17019 NONE PUBLIC CHARITY GIVING TUESDAY CHALLENGE 25000 OUR DAILY BREAD MINISTRIES P O BOX 2222 GRAND RAPID MI 49501 NONE PUBLIC CHARITY UNRESTRICTED 5000 SPERANZA ANIMAL RESCUE 1216 BRANDT ROAD MECHANICSBURG PA 17055 NONE PUBLIC CHARITY UNRESTRICTED 4000 ST MATTHEW'S HOUSE 2001 AIRPORT ROAD S NAPLES FL 34112 NONE PUBLIC CHARITY UNRESTRICTED 10000 AUSTIN ZOO P O BOX 91808 AUSTIN TX 78709 NONE PUBLIC CHARITY UNRESTRICTED 4000 AYUDA 1990 K ST NW STE 500 WASHINGTON DC 20006 NONE PUBLIC CHARITY UNRESTRICTED 4000 ECHO 210 BARTON SPRINGS ROAD AUSTIN TX 78704 NONE PUBLIC CHARITY UNRESTRICED 4000 HABITAT FOR HUMANITY 2115 WARD CT NW WASHINGTON DC 20037 NONE PUBLIC CHARITY UNRESTRICTED 4000 ALL OPTIONS P O BOX 28284 OAKLAND CA 94604 NONE PUBLIC CHARITY UNRESTRICTED 4000 COMFORT CASES INC 9300 GAITHER ROAD GAITHERSBURG MD 20877 NONE PUBLIC CHARITY UNRESTRICTED 3500 BACKPACKS FOR LIFE 201 MONTGOMERY STREET 263 JEREY CITY NJ 07302 NONE PUBLIC CHARITY UNRESTRICTED 4000 HOMEWARD BOUND ANIMAL RESCUE 1420 WELLGATE LANE MECHANICSBURG PA 17055 NONE PUBLIC CHARITY UNRESTRICTED 3000 UPRISE CIRCUS 11797 RIM ROCK TRAIL AUSTIN TX 78737 NONE PUBLIC CHARITY UNRESTRICTED 4000 CENTRAL TEXAS PIG RESCUE 1920 E RIVERSIDE DR STE A120 411 AUSTIN TX 78741 NONE PUBLIC CHARITY UNRESTRICTED 1500 THE AMERICAN CANCER SOCIETY 655 15TH ST NW WASHINGTON DC 20005 NONE PUBLIC CHARITY UNRESTRICTED 5000 171000 0 14 1496 14 89838 18 210019 0 301353 0 301353 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL RICE 1861 SANTA BARBARA DR LANCASTER PA 17601 10000 X ACCOUNTING FEES 3912 3912 0 ANNUAL TAX LETTER 100 100 0 NONE 38,336 SHS S&T BANCORP 132108 1000962 BERSHIRE HATHAWAY CLASS B 45371 296741 SELECT MEDICAL HOLDINGS CORP 365455 771106 TOTAL MUTUAL FUND PORTFOLIO - SCHEDULE ATTACHED FMV 168985 214769 EXCHANGE TRADED FUNDS - SCHEDULE ATTACHED FMV 858964 975695 CUSTODY FEES 991 991 0 ENTITY FEES 107 107 0 SAGEWORTH FEES 24677 24677 0 OTHER INVESTMENT EXPENSES 240 240 0 FOREIGN TAX WITHHELD 519 519 0 EXCISE TAX 2000 0 0