2025-04-18T10:01:30-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2024-01-01 236661599 DEGENSTEIN CHARITABLE FOUNDATION DEGE 8443823122 PO BOX 919798 ORLANDO FL 328919798 TRUIST BANK DIRECTOR 8443823122 2025-03-12 true true RICHARD RALEIGH P00382844 4014573839 2025-03-12 2024 2025-03-06 01:10:19Z X 2843143 X 71802 71802 52352 52352 52352 0 124154 124154 19356 9678 9678 0 0 0 0 0 0 2500 0 0 2500 0 0 2084 1154 0 0 0 0 0 0 0 17770 17770 41710 10832 0 29948 132861 132861 174571 10832 0 162809 -50417 113322 0 3620 3620 170317 120625 120625 0 0 0 226103 226103 191267 2240680 2240680 2527631 2637100 2591028 2843143 0 X 2637100 2591028 2637100 2591028 2637100 2591028 2637100 -50417 7673 2594356 3328 2591028 CAPITAL GAIN DIVIDENDS P 52352 52352 1575 0 1575 0 1575 740 0 0 740 0 835 0 0 false false false false false false false true true PA true false false false false true TRUIST BANK 4848814074 PO BOX 919798 ORLANDO FL 32891 false false false false true false false false false false false false false false false false false false false false false false TRUIST BANK PO BOX 919798 ORLANDO FL 32891 TRUSTEE / PART-TIME 12 19356 NONE 0 NONE 0 2731491 134593 0 2866084 0 0 2866084 42991 2823093 141155 141155 1575 1575 139580 4000 143580 0 143580 162809 0 0 0 0 162809 143580 0 0 0 0 0 0 7783 7783 162809 0 0 0 143580 19229 0 0 27012 0 0 0 0 0 0 0 27012 0 0 0 7783 19229 CHARLES AND BETTY DEGENSTEIN FOUNDA 43 SOUTH FIFTH ST SUNBURY PA 17801 5702860210 PRE-PRINTED FORM FROM THE FOUNDATION NONE APPLICANT MUST RESIDE IN SNYDER, UNION OR NORTHUMBERLAND COUNTY A&B CHILDRENS THEATRE 2503 CAPT BLOOM RD SUNBURY PA 17801 NONE PC GENERAL OPERATING 2000 A COMMUNITY CLINIC INC 344 MARKET STREET SUNBURY PA 17801 NONE PC GENERAL OPERATING 2500 BOY SCOUTS OF AMERICA SUSQUEHANNA COUNCIL 815 NORTHWAY RD WILLIAMSPORT PA 17701 NONE PC GENERAL OPERATING 2000 CAMPUS THEATRE 413 MARKET STREET LEWISBURG PA 17837 NONE PC GENERAL OPERATING 3500 CENTRAL SUSQUEHANNA SIGHT SERVICES INC 348 MARKET ST SUNBURY PA 17801 NONE PC GENERAL OPERATING 2000 CITY OF SUNBURY 225 MARKET STREET SUNBURY PA 17801 NONE PC GENERAL OPERATING 20531 DIG FURNITURE BANK 14 ELM ST MILTON PA 17847 NONE PC GENERAL OPERATING 5000 EAST BUFFALO TOWNSHIP 589 FAIRGROUND RD LEWISBURG PA 17837 NONE PC GENERAL OPERATING 3000 FOR THE CAUSE INC 1130 6TH AVE BERWICK PA 18603 NONE PC GENERAL OPERATING 5000 FREMONT FIRE DEPARTMENT AND QUICK RESPONSE SQUAD PO BOX 83 MT PLEASANT MILLS PA 17853 NONE PC GENERAL OPERATING 2000 GREATER SUSQUEHANNA VALLEY YMCA 1150 N FOURTH STREET SUNBURY PA 17801 NONE PC GENERAL OPERATING 8430 KINGDOM KIDZ INC 11 E THIRD ST WATSONTOWN PA 177770023 NONE PC GENERAL OPERATING 2500 LEWISBURG CHILDREN'S MUSEUM 815 MARKET STREET STE 14 LEWISBURG PA 17837 NONE PC GENERAL OPERATING 1300 MERRILL W LINN LAND & WATERWAYS CONSERVANCY PO BOX 501 LEWISBURG PA 17837 NONE PC GENERAL OPERATING 5000 MIFFLINBURG HERITAGE & REVITALIZATION ASSOC INC 300 CHESTNUT ST MIFFLINBURG PA 17844 NONE PC GENERAL OPERATING 1500 MIDDLEBURG TRINITY UNITED METHODIST CHURCH 51 SOUTH MAIN ST MIDDLEBURGE PA 17842 NONE PC GENERAL OPERATING 2000 NEW BERLIN HERITAGE ASSOCIATION INC PO BOX 223 NEW BERLIN PA 17855 NONE PC GENERAL OPERATING 1500 SUMMIT EARLY LEARNING INC 14 SOUTH 11TH STREET MIFFLINBURG PA 17844 NONE PC GENERAL OPERATING 5000 SUSQUEHANNA GREENWAY PARTNERSHIP 301 MARKET ST UNIT 649 LEWISBURG PA 17837 NONE PC GENERAL OPERATING 4000 SUSQUEHANNA RIVER VALLEY DENTAL HEALTH CLINIC 335 MARKET ST STE 1 SUNBURY PA 17801 NONE PC GENERAL OPERATING 5000 SUNBURY'S REVITALIZATION INC 450 CHESTNUT STREET SUNBURY PA 17801 NONE PC GENERAL OPERATING 3500 SUMMER SEALS DAY CAMP 1372 N SSUSQUEHANNA TRAIL STE 130 SELINSGROVE PA 17870 NONE PC GENERAL OPERATING 5000 SUSQUEHANNA VALLEY CHORALE PO BOX 172 LEWISBURG PA 17837 NONE PC GENERAL OPERATING 3000 SUSQUEHANNA VALLEY LAW ENFORCEMENT 50 LAWTON LANE MILTON PA 17847 NONE PC GENERAL OPERATING 2500 THE GREEN DRAGON FOUNDATION 115 FARLEY CIRCLE NO 306 LEWISBURG PA 17837 NONE PC GENERAL OPERATING 2400 THE SALVATION ARMY 440 W NYACK ROAD WEST NYACK NY 10994 NONE PC GENERAL OPERATING 10000 TRANSITIONS OF PA PO BOX 170 LEWISBURG PA 17837 NONE PC GENERAL OPERATING 2500 UNION COUNTY VETERANS 4TH OF JULY COMMITTEE INC 36 S THIRD ST LEWISBURG PA 17837 NONE PC GENERAL OPERATING 1000 GREATER SUSQUEHANNA VALLEY UNITED WAY 226 ARCH STREET SUNBURY PA 17801 NONE PC GENERAL OPERATING 3500 LEWISBURG ARTS COUNCIL INC 3076 WEST 12TH ST ERIE PA 165053857 NONE PC GENERAL OPERATING 2500 UNION COUNTY CHILDREN AND YOUTH 1610 INDUSTRIAL BLVD SUITE 200 Lewisburg PA 17837 NONE PC GENERAL 3000 FOUNDATION FOR FREE ENTERPRISE EDUC 3076 W 12TH ST ERIE PA 16505 NONE PC GENERAL OPERATING 2500 LINE MOUNTAIN NOURISHING EAGLES TO SOAR WEEKEND BACKPACK FOOD PROGRAM 1899 MOUNTAIN RD DALMATIA PA 17017 NONE PC GENERAL OPERATING 7700 132861 14 71802 18 52352 124154 124154 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2500 2500 258620566 DOUBLELINE TOTAL RET 166189 143061 464287432 ISHARES 20+ YEAR TRE 59914 48206 233203843 DFA US SMALL CAP POR AT COST 65381 80198 277902235 EATON VANCE ATLANTA AT COST 105801 124623 46137V357 INVESCO S&P 500 EQUA AT COST 113767 157181 921908844 VANGUARD DIVIDEND AP AT COST 79399 97915 233203371 DFA INTERNATIONAL CO AT COST 90725 85112 256210105 DODGE & COX INCOME F AT COST 261811 234331 41664T669 HARTFORD DIVIDEND & AT COST 105496 139743 74316J532 MUZINICH CREDIT OPPO AT COST 99774 88994 89154Q539 TOUCHSTONE LARGE CAP AT COST 58475 68010 922040100 VANGUARD INSTL INDEX AT COST 150405 213914 131582280 CALVERT EQUITY FD AT COST 112334 123829 233203876 DFA INTERMEDIATE GOV AT COST 60872 58437 27826A813 PARAMETRIC DIVIDEND AT COST 71110 68151 31421N824 FEDERATED HERMES INT AT COST 74905 76598 38147N269 GOLDMAN SACHS GQG PA AT COST 154663 166947 464287465 ISHARES MSCI EAFE ET AT COST 75806 84305 464287507 ISHARES CORE S&P MID AT COST 79607 93465 464287804 ISHARES CORE S&P SMA AT COST 89768 98744 46429B663 ISHARES TR CORE HIGH AT COST 78694 83297 543488845 LOOMIS SAYLES GROWTH AT COST 124813 167085 921946810 VANGUARD INTERNATION AT COST 74155 83910 92206C698 VANGUARD RUSSELL 100 AT COST 112919 132842 2024 TRANSACTIONS POSTED IN 2025 3323 MUTUAL FUND ADJUSTMENT 4 ROUNDING 1 OTHER ALLOCABLE EXPENSE-PRINCI 17770 0 17770 2023 TRANSACTIONS POSTED IN 2024 3673 RECOVERY OF PRIOR YEAR GRANTS 4000 FEDERAL TAX PAYMENT - PRIOR YE 190 0 0 FEDERAL ESTIMATES - PRINCIPAL 740 0 0 FOREIGN TAXES ON QUALIFIED FOR 1108 1108 0 FOREIGN TAXES ON NONQUALIFIED 46 46 0