1-orm 990-pf return of private foundation or...

1-orm 990-PF

Department of the TreasuryIntpartmernalRevenue Service

Return of Private Foundationor Section 4947(a)(1) Trust Treated as Private Foundation

► Do not enter social security numbers on this form as it may be made public.► Information about Form 990- PF and its separate instructions is at www 1rs . gov/form990pf.

OMB No 1545-0052

2014jblic Inspection`

For calendar year 2014, or tax year beginning , 2014, and endingName of foundation A Employer identification number

The Metzler Family Foundation I 02-0746127

mCV

co

IU

0OA

Number and street ( or P 0 box number if mail is not delivered to street address )

c/o Sa eworth Trust Co. 160 N Pointe Blvd.

Room/suite

Suite 200

B Telephone number (see instructions)

( 717 ) 735-8000City or town , state or province , country, and ZIP or foreign postal code

Lancaster PA 17601

q

C If exemption application is pending , check here. ►

G Check all that apply Initial return

Final return

Address change

Initial return of a former public charity

Amended return

Name change

D I Foreign organizations, check here . . . . . . ► q

2 Foreign organizations meeting the 85% test, check►h h td tt t

H Check type of organization Section 501 (c )( 3) exempt private foundation

Section 4947(a)(1) nonexempt chartable trust Other taxable private foundation

qion . . . . . . . .ere an compu aa ac

E If private foundation status was terminated

Fair market value of all assets at end of year(from Par! Il, column (c), line 16)

$ 507,824.

J Accounting method MCash Accrual

q Other (specify) _ _ _(Part 1, column (d) must be on cash basis )

qunder section 507(b)(1)(A), check here . . . . ►

F If the foundation is in a 60-month terminationunder section 507(b)( 1)(B), check here . . ► El

(Part-1f Analysis of Revenue and

Expenses (The total of amounts incolumns (b), (c), and (d) may not neces-sanly equal the amounts in column (a)(see instructions) )

(a ) Revenue andexpenses per books

(b) Net investmentincome

(c) Adjusted netincome

(d) Disbursementsfor chartable

purposes(cash basis only)

I Contribution s ' gdls grants , etc, received (attach schedule) . .l^l

2 Ck ► I Xl ff the foundnis not required to attach Sdt B

3 Interest an savings and temporary cash Investments . .

4 Drvidends and Interest from securities . . . . . . . . 10 ,474. 10 , 4 7 4 . .^ >Q5a Gross rents . . . . . . . . . . . . . . . y o ib Net ren tal incomeI

• > m '` 7

R 6a Netganor foss) from sale ofassetsnot on line 10 . . . 22, 708. L-6a StmtEV

b Gross sales puce for allassets on line 6a . . . 116,387.

E 7 Capital gain net income (from Part IV. line 2) 2 2, 7 0 8. &4 MhA 21 J "XJUJ, *A& Air IN 8 Net short-term capital gain . . . . . . . . .

'U 9 Income modifications . . . . . . . . . . p rc '

E10a

Gross sales lessreturns andallowances . . .

6

b Less Cost ofgoods sold ^ 1 ;i

•

3 .i £ '^ ,. tit

C Gross profit or (bs altdt schedure) . . . . . . . ;_'f ,

11 Other in sch c ^y7'T,

T u neslm gh1 .V71..... 33 , 182. 33,182.1 o sahon of^ , d ecto "tees, etci

^. . . .14 er ernDb s^larl g

i

.

5 PQM̂+an ta^s , en soyaef}er

`A

^

legal ffe es a 018 ). . • . . . . . . .

M b7 'Ifid s a 4sch)..L-16b Stmt. 925. 925.N ^C . er es(anachscn)..L-16C Stmt. 4,159. 41159.

0 1 17Interest . . . . . . . . . . . . . . . . .

ET

R

18 ' Taxes (anach schedie)(see mstrs) See Lioe.18 Stmt 2 , 561. 2,561.RA A

T T19 Depreciation (attach

sch ) and depletion . . . . . . . . . . . .

N y 20 Occupancy . . . . . . . . . . . . . .

G E 21 Travel , conferences , and meetings . . . . . .

A E

N

22 PnnUng and publications . . . . . . . . . .

xPEN

23 Other expenses (attach schedule)

S

E

24 Total operating and administrative

expenses Add Imes 13 through 23 . . . . . . 7 ,6 45. . 7 , 645.25 contributions , gifts, grants paid . . . . . . . . . 51 5 0 0 . 51,500.

26 Total expenses and disbursementsAddl i nes 24and25 ............ 59 , 145. 7, 645. 51 , 500.

27 Subtract fine 26 from line 12

a Excess of revenue over expensesand disbursements . . . . . . . . . . . - 2 5 9 6 3 .

b Net Investment income (d negative , enter -0-). . 25 , 537.C Adjusted net Income (d negative , enter -0-) . .

BAA For Paperwork Reduction Act Notice, see Instructions. TEEA0301 12110/14 Form 990-PF (2014)

5'

Form 990-PF (2014) The Metzler FamilyFoundation 02-0746127 Page2

Attached schedules and amounts in the descriptionh ld b r tl f d lP rt I I B l Sh t

Beginning of year End of yearumn s ou or en -a •year amoun s one ys coa ancea ee

(See instructions ) (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non-interest-bearing . . . . . . . . . . . . . . . . . .

2 Savings and temporary cash investments ........ .. 17 , 926. 27, 670. 27,670.

3 Accounts receivable . . . . . . . . . '-------------

Less allowance for doubtful accounts- -

-----------4 Pledges receivable . . . . . . . . . .

-----------Less allowance for doubtful accounts __ _ _ _ _ _ _ _

_5 Grants receivable . . . . . . . . . . . . . .

6 Receivables due from officers, directors, trustees, and otherdisqualified persons (attach schedule) (see instructions) . . . . .. . . .

7 Other notes and loans receivable (attach sch) .'---

S

--------Less allowance for doubtful accounts '

S

_ _ _ _ _ _ _ _ _ _

8 Inventories for sale or use . . . . . . . .

TE 9 Prepaid expenses and deferred charges . .

S 10a Investments - U S and state governmentobligations (attach schedule) . . . . . . . . . . . . . . . . . .

b Investments - corporate stock (attach schedule) .. ....... .. .

c Investments - corporate bonds (attach schedule) ..... .... .. .

11 Investments - land, buildings, andequipment basis . .. .. . .. ..

---------^'. . °.

Less accumulated depreciation(attach schedule) . . . . . . . . . . . . _ _ _ _ _ _ _ _ _ _

12 Investments - mortgage loans . . . . . . . .

13 Investments - other(attach schedule) .. L- 1a Stmt . . . 460, 700. 424, 993. 480 , 154.14 Land, buildings, and equipment basis

-----------Less accumulated depreciation(attach schedule) . . . . . . . . . . . .

-----------15 Other assets (describe

-- - - - - - - - - - -16 Total assets (to be completedby-all filers -

see the instructions Also, see page 1, item I)... 78 626. 52 , 663. 07 , 824.L 17 Accounts payable and accrued expenses. . . . . . . . . . .

A 18 Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . .

B 19 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . .IL 20 Loans from officers, directors, trustees, & other disqualified persons . . . y

I 21 Mortgages and other notes payable (attach schedule) . . . . . . . . . . #` F

T 22 Other liabilities (describe ' )

ES 23 Total liabilities (add lines 17 through 22) . . . . . . . . . . .

N F

Foundations that follow SFAS 117, check here . 'and complete lines 24 through 26 and lines 30 and 31.

24 Unrestricted . . . . . . . . . . . . . . . . . . . . . . . . . .E UTN

25 Temporarily restricted

D 26 Permanently restricted . . . . . . . . . . . .. . . . . . . . .

S BS AE LT A

Foundations that do not follow SFAS 117, check here . ' Xand complete lines 27 through 31.

27 Capital stock, trust principal, or current funds . . . . . . . . . 478, 626. 452,663.

S N 28 Paid-in or capital surplus, or land, bldg , and equipment fund .... .. .

OE 29 Retained earnings, accumulated income, endowment, or other funds . .

R S 30 Total net assets or fund balances (see instructions) .. .. 478 626. 452 663.31 Total liabilities and net assets/fund balances

(see instructions) ... ... .... ........... .. 478, 626. 452, 663.

Part III Anal ysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year - Part II, column ( a), line 30 (must agree withend-of-year figure reported on prior year's return ) . ....... .. ......... ........... .. 1 478, 626.

2 Enter amount from Part I, line 27a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 -25, 963.

3 Other increases not included in line 2 (i temize) . . . .'- - ----------------------

3---- - -

4 Add lines 1, 2, and 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 452, 663.

5 Decreases not included In line 2 (i temize) . . . . . .' _ _ _ _ 5_ _ _ _

6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II , column ( b), line 30 . . . 6 452, 663.

BAA TEEA0302 12/10114 Form 990-PF (2014)

Form 990-PF (2014) The Metzler Famil y Foundation 02-0746127 Page3

Part IV Capital Gains and Losses for Tax on Investment Income(a) List and describe the kind (s) of property sold (e g , real estate ,

2-story buck warehouse , or common stock , 200 shares MLC Company)( b) How acqu i redP - PurchaseD - Donation

(C) Date acquired

( month , day, year)(d) Date sold

( month, day, year)

1a Publicl y Traded Securities

b Capital Gain DividendsC

d

e

(e) Gross sales price (f) Depreciation allowed(or allowable )

(g) Cost or other basisplus expense of sale

( h) Gain or (loss)(e) plus (f) minus (g)

a 104,400. 93,679. 10 , 721.

b 11,987. 0. 11,987.

c

d

e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (t) Gains (Column (h)(i) Fair Market Value

as of 12/31/690 ) Adjusted basisas of 12/31/69

( k) Excess of column ( i)over column 0), if any

gain minus column (k), but not lessthan - 0-) or Losses (from column (h))

a 10 , 721.

b 11 , 987.

C

d

e

2 Capital gain net income or (net capital loss) . . If ain, also enter in Part I, line 7-LIfloss), enter -0- in Part I , line 7 2 22,708 .

3 Net short-term capital gain or ( loss) as defined in sections 1222 ( 5) and (6)

If gain , also enter in Part I, line 8, column ( c) (see instructions ) If (loss ), enter -0-in Part I , line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

J PartV I Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )

If section 4940 (d)(2) applies, leave this part blank

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base penod" . . . . . . . . DYes X No

If 'Yes,' the foundation does not qualify under section 4940 ( e) Do not complete this part

I Enter the appropriate amount in each column for each year, see the instructions before making any entries

(a)Base

periodyears

Calendar year ( or tax yearbeginning in)

( b )Adjusted qualifying distributions

(c )Net value of

nonchantable -use assets

( d )Distribution ratio

(column ( b) divided by column (c))

2013 24 , 000. 516, 746. 0.0464442012 22,962. 468,346. 0.049028

2011 21,520. 475,435. 0.045264

2010 20,688. 455, 157. 0.045452

2009 25 , 340. 423,836. 0.059787

2 Total of line 1 , column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 0.245975

3 Average distribution ratio for the 5 -year base period - divide the total on linnumber of years the foundation has been in existence if less than 5 years

e 2 by 5, or by the. . . . . . . . . . . . . . . 3 0.04 9195

4 Enter the net value of nonchantable-use assets for 2014 from Part X, line 5 . . . . . . . . . . . . . . . 4 544 , 480.

5 Multiply line 4 by line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 26 , 786.

6 Enter 1 % of net investment income ( 1% of Part I , line 27b) . . . . . . . . . . . . . . . . . . . . . . . 6 255.

7 Add lines 5 and 6 . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 27 041.

8 Enter qualifying distributions from Part XI I, line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . g 51 , 500.

If line 8 is equal to or greater than line 7 , check the box in Part VI, line 1b , and complete that part using a 1% tax rate See thePart VI instructions

BAA TEEA0303 06116/14 Form 990-PF (2014)

Form 990 -PF (2014) The Metzler Famil y Foundation 02-0746127 Page4

Part VI Excise Tax Based on Investment Income (Section 4940(a ) , 4940 (b) , 4940 (e ) , or 4948 - see instructions

1 a Exempt operating foundations described in section 4940 (d)(2), check here . . . . ' and enter'N/A' on line 1 "r 1

Date of ruling or determination letter (attach copy of letter if necessary - see instrs)

b Domestic foundations that meet the section 4940(e) requirements in Part V, 1 255.

check here . ' [] and enter 1 % of Part I , line 27b . . . . . . . . . . . . . . . . . . . . . . . . . . .

c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, column (b)

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxablefoundations only Others enter -0-) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 0.

3 Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 255.

4 Subtitle A (income ) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) . . . 4 0.

5 Tax based on investment income . Subtract line 4 from line 3 If zero or less, enter -0- . . . . . . . . . . . . 5 255.

6 Credits/Payments a „

a 2014 estimated tax pmts and 2013 overpayment credited to 2014 . . . . . . . . . . . . . . . 6 a 1,120. .`,

b Exempt foreign organizations - tax withheld at source . . . . . . . . . . . . . . 6 b t° p

c Tax paid with application for extension of time to file (Form 8868) . . . . . . . . . . 6 c

d Backup withholding erroneously withheld . . . . . . . . . . . . . . . . . . . . . . 6 d - 4

7 Total credits and payments Add lines 6a through 6d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 1,120.

8 Enter any penalty for underpayment of estimated tax Check here11

if Form 2220 is attached . . . . . . 8

9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed . . . . . . . . . . . . . . . . . . . . . . . . . . 9

10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . . . . . . . . . . . . . . . . . . ' 10 865.

11 Enter the amount of line 10 to be Credited to 2015 estimated tax . . . . . ' 865. Refunded . . . . ' 11

Part VII -A Statements Regardin g Activities

1 a During the tax year, did the foundation attempt to influence any national , state, or local legislation or did it Yes No

participate or intervene in any political campaign ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 a X

b Did it spend more than $ 100 during the year (either directly or indirectly ) for political purposes(see Instructions for the definition ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b X

^ • sIf the answer is 'Yes' to 1a or 1b, attach a detailed descnption of the activities and copies of any materials published

or distributed by the foundation in connection with the activities

c Did the foundation file Form 1120-POL for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c , X

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year t i!(1) On the foundation . . . ' $ ( 2) On foundation managers . . . . ' $

e Enter the reimbursement ( if any) paid by the foundation during the year for political expenditure tax imposed on 'foundation managers . . . . ' $

2 Has the foundation engaged in any activities that have not previously been reported to the IRS? . . . . . . . . . . . . . . 2 X

If Yes,' attach a detailed description of the activities ,

3 Has the foundation made any changes , not previously reported to the IRS , in its governing instrument , articlesof incorporation , or bylaws, or other similar instruments? If 'Yes,' attach a conformed copy of the changes . . . . . . . . . . 3 x

4 a Did the foundation have unrelated business gross income of $ 1,000 or more during the year? . . . . . . . . . . . . . . . 4a X

b If 'Yes,' has it filed a tax return on Form 990-T for this year's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 b

5 Was there a liquidation, termination, dissolution , or substantial contraction during the yeah . . . . . . . . . . . . . . . . . . . . . . . . . 5 X

If Yes, ' attach the statement required by General Instruction T

6 Are the requirements of section 508( e) (relating to sections 4941 through 4945 ) satisfied either

• By language in the governing instrument, orr

• By state legislation that effectively amends the governing instrument so that no mandatory directions that conflictwith the state law remain in the governing instrument? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 X

7 Did the foundation have at least $5,000 in assets at anytime during the yeah Ii'Yes,'complete Part/1, column (c), and Part XV . 7 x

B a Enter the states to which the foundation reports or with which it is registered ( see instructions ) . . . . . . . .

PA - Pennsylvania

b If the answer is'Yes' to line 7 , has the foundation furnished a copy of Form 990- PF to the Attorney General(or designate ) of each state as required by General Instruction G91f 'No,' attach explanation . . . . . . . . . . . . . . . . . . . . . . . . 8 b x

9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942 (1)(3) or 494201)(5)for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)' If Yes,' complete Part XIV . . 9 X

10 Did any persons become substantial contributors during the tax year? If'Yes,'attach a schedule listing their namesand addresses . 10 X

BAA Form 990-PF (2014)

TEEA0304 06/16114

Form 990-PF (2014) The Metzler Famil y Foundation 02- 0746127 Page5

Part VII-A_ i Statements Regardin g Activities (continued)

11 At any time during the year, did the foundation, directly or indirectly, own a controlled entitywithin the meaning of section 512(b)(13)' If 'Yes', attach schedule (see instructions) . . . . . . . . . . . . . . . . . . . . . . 11 X

12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person hadadvisory privileges? If'Yes,' attach statement (see instructions) . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 12 X

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? . . . . . . 13 X

Website address . . . . . . . . . . . . . . . . . . ' N/A---------------------------- -------------

14 The books are in care of ' S i_geworth Trust Compaq----------- Telephone no ' (717) -735=8000

Located at' 1 6 0North 200, Lancaster PA ZIP+4' 1 76Pointe Blvd . ,St e 0 1__ _ _ ____ __

15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here . . . .

_ _

. . . ' EF

and enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . . . . . . . .' 15

16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over aYes No

bank, securities, or other financial account in a foreign country? . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 16 X

See the instructions for exceptions and filing requirements for FinCEN Form 114, (formerly TD F 90-22 1) If'Yes,'enter the name of the foreign country '

PartVII-B Statements Regarding Activities for Which Form 4720 May Be RequiredFile Form 4720 if any item Is checked in the 'Yes' column , unless an exception applies. Yes No

I a During the year did the foundation (either directly or indirectly)

(1) Engage in the sale or exchange, or leasing of property with a disqualified persons . . . . Yes ^X No

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) adisqualified person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person'? . . . . . . .. . Yes X No

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons . .. . . Yes X No

(5) Transfer any income or assets to a disqualified person (or make any of either availablefor the benefit or use of a disqualified person)? . . . . . . . . . . . . . . . . . . . . . . . . . .. . . []Yes No

(6) Agree to pay money or property to a government official? ( Exception . Check 'No' if thefoundation agreed to make a grant to or to employ the official for a period after terminationof government service , if terminating within 90 days ) . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No

b If any answer is 'Yes' to la(1)-(6), did any of the acts fail to qualify under the exceptions descnbed inRegulations section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see instructions )? .. ..... .... 1 b

Organizations relying on a current notice regarding disaster assistance check here .. .. . . . .... .. ....

c Did the foundation engage in a prior year in any of the acts described in 1 a, other than excepted acts, --that were not corrected before the first day of the tax year beginning in 2014 . . . . . . . . . . . . . . . . . . . . . . . . 1 c -^ X

2 Taxes on failure to distribute income (section 4942 ) (does not apply for years the foundation was aprivate operating foundation defined in section 4942 (1)(3) or 4942(1)(5))

a At the end of tax year 2014 , did the foundation have any undistributed income (lines 6dand 6e , Part XIII ) for tax year(s) beginning before 2014 . . . . . . . . . . . . . . . . . . . . . . .. . [Yes NoIf'Yes,' list the years ► 20 , 20 , 20 , 20 --

b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)(relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) toall years listed, answer 'No' and attach statement - see instructions) . . . . . . . . . . . . . . . .. . . . . . . . . . . . 2 b

c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here

► 20 ,20 ,20 ,20

3 a Did the foundation hold more than a 2% direct or indirect interest in any businessenterprise at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .

11Yes

Fx] No

b If'Yes,' did it have excess business holdings in 2014 as a result of (1) any purchase by the foundationor disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approvedby the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or(3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, todetermine if the foundation had excess business holdings in 2014 ) . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 3b

4 a Did the foundation invest during the year any amount in a manner that would jeopardize itscharitable purposes? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 a X

b Did the foundation make any investment in a prior year (but after December 31, 1969) that couldjeopardize its charitable purpose that had not been removed from jeopardy before the first day ofthe tax year beginning in 2014 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


TEEA0305 06/17/14

Form 990-PF (2014) The Metzler Famil y Foundation 02-0746127 Page6

Part VII- 13 Statements Regardin g Activities for Which Form 4720 May Be Req uired (continued)5 a During the year did the foundation pay or incur any amount to

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? . . . . . . . . .11

Yes 2 No

(2) Influence the outcome of any specific public election (see section 4955), or to carryon, directly or indirectly, any voter registration drive? . . . . . . . . . .. . . .. . . . . . . . . . Yes X No

(3) Provide a grant to an individual for travel, study, or other similar purposes? . . . . . . . . . . . . . . . Yes X No

(4) Provide a grant to an organization other than a charitable, etc, organization describedt 4945 d 4 A 7 tt Y Nin sec ion ions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .( )( )( ) (see ins ruc es o

(5) Provide for any purpose other than religious, chartable, scientific, literary, oreducational ur oses or f r th r v nt n f r lt t h ld l Y N?p p , . .. . . . . . . . . . ...o e p e e io o c ue y o c i ren or anima s es [] o

b If any answer is 'Yes' to 5a(1)-( 5), did any of the transactions fail to qualify under the exceptionsdescribed in Regulations section 53 4945 or in a current notice regarding disaster assistance(see instructions)' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 b

Organizations relying on a current notice regarding disaster assistance check here .. .. ... .. .. ......'11

c If the answer is 'Yes' to question 5a(4), does the foundation claim exemption from thetax because it maintained expenditure responsibility for the grant? . . . . . . . . .. . . . . . . . . . .

11Yes No

If 'Yes,' attach the statement required by Regulations section 53 4945-5(d)

6 a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiumson a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11Yes []No - ° -

b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . 6b - X

If 'Yes' to 6b, file Form 8870

7 a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? . . . . . []Yes No

1, r

%

b If 'Yes,' did the foundation receive any proceeds or have any net income attributable to the transaction? . . . . . . . 7b

Part VIII - Information About Officers , Directors , Trustees , Foundation Managers , Highly Paid Employees,and Contractors

1 List all officers . directors . trustees . foundation managers and their comnensation tsee instructioncl

(b)Title, and average (c)Compensation (d)Contributions to (e) Expense account,

(a) Name and address hours per week (If not paid , employee benefit other allowancesdevoted to position enter -0-) plans and deferred

compensation

David L. Metzler-----------------------6380-Brackbill-----------------------

President

Blvd.,Mechanicsbur PA 17050 0.50 0. 0. 0.Loretta C. Metzler------------------------6380 Brackbill------------------------

Vice-Pres.

Blvd. Mechanicsbur PA 17050 0.50 0. 0. 0.Paul C. Metzler-----------------------6380-Brackbill-----------------------

Treasurer

Blvd.,Mechanicsbur PA 17050 0.50 0. 0. 0.Deborah M. Klineyounq--------

6 380_Brackbill------------- Secretary

Blvd.,Mechanicsbur g PA 17050 0.50 0. 0. 0.2 Compensation of five hiahest- paid emolovees (other than those included on line I - see instructionsl. If none . enter'NONE'

(a) Name and address of each employeepaid more than $50,000

( b)Title, and averagehours per week

devoted to position

( c) Compensation (d)Contnbutions toemployee benefit

plans and deferredcompensation

(e) Expense account,other allowances

NONE------------------------------------------------

------------------------------------------------

------------------------------------------------

------------------------------------------------

------------------------------------------------

Total number of other employees paid over $50,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .' None5AA TEEA0306 06n7/14 Form 990-PF (2014)

Form 990-PF (2014) The Metzler Famil y Foundation 02-0746127

Part VIII Information About Officers, Directors, Trustees, Foundation Managers , Highly Paid Employees,and Contractors (continued)

3 Five highest - paid independent contractors for professional services (see instructions ). If none, enter 'NONE.'

(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation

NONE-------------------------------------

-------------------------------------

Total number of others recei vi ng over $50,000 for professional services . . . . . . . . . . . . . . . . . . . . . . . . . . . None

Part IX-A Summary of Direct Charitable Activities

list the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as the number of I Expensesorganizations and other beneficiaries served, conferences convened, research papers produced, etc

1-----------------------------------------------------

-----------------------------------------------------

2

3

4

PartJIX-B Summary of Program -Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount

------------------------------------------------------

------------------------------------------------------

2------------------------------------------------------

------------------------------------------------------

All other program-related investments See instructions

3------------------------------------------------------

------------------------------------------------------

Total. Add lines 1 through 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .'


TEEA0307 06117/14

Form 990-PF (2014 ) The Metzler Famil y Foundation 02-0746127

Part X '. Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

1 Fair market value of assets not used (or held for use) directly in carrying out chantable , etc, purposesa Average monthly fair market value of securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 a 527,832.

b Average of monthly cash balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b 24, 940.

c Fair market value of all other assets (see instructions ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 c

d Total (add lines 1a, b, and c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 d 552 , 772.

e Reduction claimed for blockage or other factors reported on lines la and 1c

(attach detailed explanation ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 e

2 Acquisition indebtedness applicable to line 1 assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

3 Subtract line 2 from line ld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 552 , 772.

4 Cash deemed held for charitable activities Enter 1-1/2% of line 3(for greater amount , see instructions ) . ...... ... .. .. .. .. . .... .... ..... .. .. ... 4 8,292.

5 Net value of noncharitable -use assets . Subtract line 4 from line 3 Enter here and on Part V , line 4 . . . . . . 5 544,480,

6 Minimum investment return . Enter 5% of line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 27,224.

PaitrXI Distributable Amount (see instructions ) (Section 49420)(3 ) and 0 ) (5 ) private operating foundationsand certain foreign organizations check here ► and do not complete this part )

1 Minimum investment return from Part X , line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 27,224.

2 a Tax on investment income for 2014 from Part VI , line 5 . . . . . . . . . . . . . . 2 a 255. ''"

b Income tax for 2014 (This does not include the tax from Part V I ) . . . . . . . . . 2 b

C Add lines 2a and 2b .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 c 255.

3 Distributable amount before adjustments Subtract line 2c from line 1 . . . . . . . . . . . . . . . . . . . . . . 3 26, 969.

4 Recoveries of amounts treated as qualifying distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

5 Add lines 3 and 4 .................................................. 5 26 , 969.6 Deduction from distributable amount (see instructions ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1 . . . . . . . . 7 26, 969'

Part Xll Qualifying Distributions (see instructions)

I Amounts paid including administrative expenses ) to accomplish charitable, etc, purposesa Expenses , contributions , gifts, etc - total from Part I , column (d), line 26 . . . . . . . . . . . . . . . . . . . . 1 a 51,500.

b Program- related investments - total from Part IX-B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b

2 Amounts paid to acquire assets used (or held for use ) directly in carrying out charitable , etc, purposes . . . . . 2 01

3 Amounts set aside for specific charitable pro ects that satisfy the -'`ja Suitability test (prior IRS approval required ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 a 0.

b Cash distribution test (attach the required schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 b 0.

4 Qualifying distributions . Add lines 1a through 3b Enter here and on Part V, line 8 , and Part XIII, line 4 . . . . 4 51 , 500.

5 Foundations that qualify under section 4940 (e) for the reduced rate of tax on net investment incomeEnter 1% of Part I, line 27b (see instructions ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 255.

6 Adjusted qualifying distributions . Subtract line 5 from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . 6 51,245.

Note . The amount on line 6 will be used in Part V, column ( b), in subsequent years when calculating whether the foqualifies for the section 4940( e) reduction of tax in those years

undation


TEEA0308 06117114

Form 990-PF (2014 ) The Metzler Family Foundation 02-0746127

Part XIII Undistributed Income (see instructions)

1 Distributable amount for 2014 from Part XI,line 7 ......................

2 Undistributed income , if any, as of the end of 2014

a Enter amount for 2013 only . . .... .. . .

b Total for prior years 20 _, 20 -.20

3 Excess distributions carryover , if any, to 2014

a From 2009 . .. .. . 0.

b From 2010 . . . . . . 0 .

c From 2011 . . . . . . 0 .

d From 2012 . . . . . . 0.

e From 2013 . . . . . . 0.

f Total of lines 3a through e . . . . . . . . . .

4 Qualifying distributions for 2014 from Part

XII, line4 0' $ 51,500.a Applied to 2013, but not more than line 2a . .

b Applied to undistributed income of pnor years(Election required - see instructions). . . . .

c Treated as distributions out of corpus(Election required - see instructions). . . . .

d Applied to 2014 distributable amount . . . . . .

e Remaining amount distributed out of corpus

5 Excess distributions carryover applied to 2014 . . . . .(If an amount appears in column (d), thesame amount must be shown in column (a) )

Corpus Yearsprior to 2013 20c13 2014

26.969.

23,964.

0.

-OW

6 Enter the net total of each column asindicated below:

a Corpus Add lines 3f, 4c, and 4e Subtract line 5 . . . .

b Prior years' undistributed income Subtractline 4b from line 2b . . . . . . . . . . . . . .

c Enter the amount of prior years' undistributedincome for which a notice of deficiency hasbeen issued, or on which the section 4942(a)tax has been previously assessed . . . . . .

d Subtract line 6c from line 6b Taxableamount - see instructions . ..... .. . .

e Undistributed Income for 2013 Subtract fine 4a fromline 2a Taxable amount - see instructions. . . . . .

f Undistributed income for 2014 Subtract lines4d and 5 from line 1 This amount must bedistributed in 2015 . . . . . . . . . . . . .. .

7 Amounts treated as distributions out ofcorpus to satisfy requirements imposed bysection 170(b)(1)(F) or 4942(g)(3) (Electionmay be required - see instructions) . .. . .

8 Excess distributions carryover from 2009 notapplied on line 5 or line 7 (see instructions) . .

9 Excess distributions carryover to 2015.Subtract lines 7 and 8 from line 6a . . . . . .

10 Analysis of line 9

a Excess from 2010 . . 0.

b Excess from 2011 . . 0.

c Excess from 2012 . . 0.

d Excess from 2013 . . 0.

e Excess from 2014 . . 24,531.1

24,531.

24, 531.am do

I I 26, 969.77, -

's-0.

0.

23,964.

I

0.

24,531.


TEEAO3o9 1211W14


Part`XIV Private Operating Foundations (see instructions and Part VII-A, question 9) N/A1 a If the foundation has received a rulin g or determination letter that it is a private operating foundation , and the ruling

is effective for 2014, enter the date of the ruling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . '

b Check box to indicate whether the foundation is a private operating foundation described in section 49420)(3) or 4942(1)(5)

2 a Enter the lesser of the adjusted net Tax year Prior 3 yearsincome from Part I or the minimum ( a ) 2014 ( b ) 2013 (c) 2012 ( d ) 2011 (e) Totalinvestment return from Part X foreach year listed . . . . . . . . . . . . .

b 85% of line 2a . . . . . . . . . . . . . .

c Qualifying distributions from Part XII,line 4 for each year listed . . . . . . . . .

d Amounts included in line 2c not used directlyfor active conduct of exempt activities . . ... .

e Qualifying distributions made directlyfor active conduct of exempt activitiesSubtract line 2d from line 2c . . . . . . .

3 Complete 3a , b, or c for thealternative test relied upon

a 'Assets' alternative test - enter

(1) Value of all assets . . . . . . . . . .

(2) Value of assets qualifying undersection 4942(I)(3)(B)(i) . . . . . . . .

b 'Endowment ' alternative test - enter 223 ofminimum investment return shown in Part X,line 6 for each year listed . . . . . . . . . . .

c 'Support ' alternative test - enter

(1) Total support other than grossinvestment income ( interest,dividends, rents , paymentson securities loans (section512(a)(5 )), or royalties ) . . . . . . . .

(2) Support from general public and 5 ormore exempt organizations as providedin section 49420(3)(B)(h). . . . . . . . .

(3) Largest amount of support froman exempt organization ...... .

(4) Gross investment income ..... .

Part XV Supplementary Information (Complete this part only if the foundation had $5,000 or more inassets at any time during the year - see instructions.)

1 Information Regarding Foundation Managers:

a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before theclose of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) )

David L. Metzler (Carlisle Carrier Corporation)

Loretta C. Metzler

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership ofa partnership or other entity) of which the foundation has a 10% or greater interest

2 Information Regarding Contribution , Grant , Gift, Loan, Scholarship , etc, Programs:

Check here " FX if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited

requests for funds If the foundation makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions,complete items 2a, b, c, and d

a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed

b The form in which applications should be submitted and information and materials they should include

c Any submission deadlines

Any restrictions or limitations on awards, such as by geographical areas , charitable fields, kinds of institutions, or other factors

BAA TEEA0310 06/17n4 Form 990-PF (2014)


Part XV,: Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment

Rea ientPIf recipient is an indmdual ,show any relationship to any

FoundationPurpose of grant or

foundation manager or status of contributionAmount

recipientName and address (home or business ) substantial contributor

a Paid during the year

Bethesda Mission

P. 0. Box 3041

Harrisburg, PA 17105 501(c)3 Charitable 1,000.

American Cancer Society

PO Box 897

Hershey PA 17033 501(c)3 Charitable 5,000.

Domestic Violence Ser.of Cumberland&Perry Co.

P. 0. Box 1039

Carlisle PA 17103 501(c)3 Charitable 2,500.

New Hope Ministries

P. 0. Box 448

Dillsburg PA 17019 501(c)3 Charitable 10,000.

Pine Street ?rebyteriai Cmmrch (re:Do.Ttown Daily Bread)

310 North Third Street

Harrisburg PA 17101 501(c)3 Charitable 1,000.

Caron

P. 0. Box 150

Wernersville PA 19565 501(c)3 Charitable 1,500.

Carlisle C.A.R.E.S.

50 W. Penn Street

Carlisle PA 17103 501(c)3 Charitable 1,000.

Catlins Smiles

3303 N. 6th StreetHarrisburg PA 17110 501(c)3 Charitable 1,000.

IPRAS

420 Delaware St. SE, MMC 122

Minneapolis MN 55455 501(c)3 Charitable 1,000.

See Line 3a statement

27, 500.

Total ....................................................... 3a 51,500.b Approved for future payment

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3 bi

BAA TEEA0501 06117114 Form 990-PF (2014)

Form 990 -PF (2014 ) The Metzler Family Foundation 02-0746127 Pag e 12

Part XVI -A Analysis of Income -Producing Activities

Enter

a

b

c

d

e

f

9

2

3

4

5

a

b

6

7

8

9

10

11

a

b

c

d

e12

13 Total . Add line 12, columns ( b), (d), and (e) . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . 13 43,903.

(See worksheet in line 13 instructions to verify calculations )

Part,,XVI -B Relationship of Activities to the Accomplishment of Exempt Purposes

gross amounts unless otherwise indicated Unrelated business income Excluded by section 512 , 513, or 514 (e)

rogram service revenue

(a)Businesscode

(b)Amount

(c)Exclu -sioncode

(d)Amount

Related or exemptfunction income

( See instructions )

Fees and contracts from government agencies . .

Membership dues and assessments . . . . . . .

Interest on savings and temporary cash investments . . . .

Dividends and interest from securities .. .. . . 14 10, 474.

Net rental income or ( loss) from real estate

Debt-financed property . . . . . . . . . . . . . .

Not debt -financed property . . . . . . . . . . . .

Net rental income or Ooss) from personal property . .. . .Other investment income . . . . . . . . . . . . .

Gain or Ooss) from sales of assets other than inventory . .. 18 10 , 721. 22,708.

Net income or (loss ) from special events . . . . .

Gross profit or (loss ) from sales of inventory . . .

Other revenue SR

Subtotal Add columns (b), (d), and (e) .. .. . 21 19 5 . 2 2 , 70 8 .

BAA TEEA0502 06/17/14 Form 990-PF (2014)

Form 990-PF (2014) The Metzler Famil y Foundation 02-0746127 Page13I&S.1iM_ Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt OrganizationsYes No

1 Did the organization directly or indirectly engage in any of the following with any other organizationdescribed in section 501(c) of the Code (other than section 501 (c)(3) organizations) or in section 527,relating to political organizations?

a Transfers from the reporting foundation to a nonchantable exempt organization of-

(1) Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 a (1) X(2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 a (2) X

b Other transactions:

(1) Sales of assets to a nonchantable exempt organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b (1) X

(2) Purchases of assets from a nonchantable exempt organization . . . . . . ... .. .. . .. . . . . . . .... 1 b (2) X(3) Rental of facilities, equipment, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b (3) X

(4) Reimbursement arrangements . .. .... . . .. . . . . . . . .. .. ... . .. . .. . . ... . . . . .... 1 b (4) X(5) Loans or loan guarantees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b (5) X(6) Performance of services or membership or fundraising solicitations . . . . . . . . . . . . . . . . . . . . . . . . . 1 b (6) X

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees . . . . . . . . . . . . . . . . . . . . . . . 1 c X

d If the answer to any of the above is 'Yes,' complete the followin g schedule. Column jb) should always show the fair market value ofthe goods , other assets , or services given by the reportin g foundation If the foundation received less than fair market value inany transaction or sharing arrangement , show in column (d ) the value of the goods , other assets , or services received

(a) Line no ( b) Amount Involved (c) Name of nonchar itable exempt organization (d) Description of transfers , transadlons , and sharing arrangements

2 a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizationsdescribed in section 501 (c) of the Code (other than section 501(c )(3)) or in section 527? .. . . . . . . . . . . .. .. . ..

11Yes No

b If 'Yes ,' complete the following schedule

(a) Name of organization (b) Type of organization (c) Descnption of relationship

SignHere

Paid

Un r pe Itles of ury, I thhave examined thl relum , I uding acoompanying schedules end statements , end to the best of my knowledge end belief, it Is true,an compl rare (other than Byer) sod on all Info on of IM preparer has any knowledge

Signature of officer or trustee Date

Print/Type preparees name Preparer's signature

David K. Kruft -'

Form 990-PF I Net Gain or Loss From Sale of Assets I 2014Part I, Line 6a

Name

The Metzler Family Foundation 102-0746127

Asset Information:Description of Property .. .. .. Publicly Traded SecuritiesDateAcquired various How Acquired . . . Purchased

Date Sold . . . various Name of Buyer . . .

Sales Price . . 104,400. Cost or other basis (do not reduce by depreciation) . . .

Sales Expense . 93, 679. Valuation Method . . . .

Total Gain (Loss) . . 10,721. Accumulation Depreciation . . .

Description of Property . . . . . . Capital Gain Dividends

Date Acquired . n/a How Acquired . . .

Date Sold . . . n/a Name of Buyer . . .

Sales Price . . 11, 987. Cost or other basis (do not reduce by depreciation) . . . 0.

Sales Expense - . Valuation Method . . . .

Total Gain ( Loss ) . 11,987. Accumulation Depreciation- .

Description of Property . . . . . .

Date Acquired . How Acquired . . .

Date Sold . . . Name of Buyer . . .

Sales Price . . Cost or other basis (do not reduce by depreciation) . . .

Sales Expense . . Valuation Method . . . .

Total Gain ( Loss ) . . Accumulation Depreciation . . .




Sales Price . . Cost or other basis ( do not reduce by depreciation)


Total Gain ( Loss ) . . Accumulation Depreciation . .

Description of Property . . . . . . .



Sales Price . . Cost or other basis (do not reduce by depreciation) . .


Total Gain (Loss) . . Accumulation Depreciation: . . .




Sales Price . . Cost or other basis ( do not reduce by depreciation) . . .


Total Gain (Loss) . . Accumulation Depreciation . . .






Total Gain ( Loss ) . . Accumulation Depreciation . .






Total Gain ( Loss ). . . Accumulation Depreciation- . . .

TEEW4004 05120/14

The Metzler Family Foundation 02-0746127 1

Form 990-PF, Page 1, Part I, Line 18

Line 18 Stmt

Taxes Rev/Exp Book Net Inv Inc Add Net Inc Charity Disb

Foreign Tax on Div. 422. 422.

UST - 2013 Form 990PF tax 1,019. 1,019.

UST - 2014 Form ° 99OPF tax est !mate 1,120. 1,120.

Total 2,561. 2 , 5 61 .

Form 990-PF, Page 11, Part XV, line 3a

Line 3a statement

Recipient If recipient is Foun-

Name and address

an individual,

show any

dation

status

(home or business) relationship to of re-

any foundation cipient

manager orsubstantial

contributor

a Paid during the year

Purpose of Person or

grant or contribution Business

Checkbox

Amount

5 --- ------- - -- ------ Perron s ePerson or------------------- --------- ----- ------------5 5 -Miller-Street _ _ _ _ _ _ _ _ _ _ _ Business

Enola PA 17025 501(c)3 Charitable 2,500.

Messiah College Person or---------- --------- ----- -One-College

Avenue, Suite 3013 Business--------- -----------------

Mechanicsburg PA 17055 501(c)3 Charitable 25,000.

Total

27,500.

Form 990-PF, Page 1, Part

Line 16b - Accounting Fees

I

Name of Type of Service Amount Net Adjusted Disbursements

Provider Provided Paid Investment Net for Charitable

Per Books Income Income Purposes

Sageworth Trust Co. Tax prep & Admin fee 750. 750.

Sageworth Trust Co. Tax letter fee 175. 175.

Total 925. 925.


Line 16c - Other Profession

I

al Fees

Name of Type of Service Amount Net Adjusted Disbursements

Provider Provided Paid Investment Net for Charitable

Per Books Income Income Purposes

Sageworth/Outside Man Investment Mgmt 4, 159. 4,159.



Line 16c - Other Profession

I

al Fees

Continued

Name of

Provider

Type of Service

Provided

Amount

Paid

Per Books

Net

Investment

Income

Adjusted

Net

Income

Disbursements

for Charitable

Purposes

Total 4,159. 4,159.

Form 990-PF, Page 2, Part II, Line 13

L-13 Stmt

End of Year

Line 13 - Investments - Other : Book I Fair Market

Value Value

Total Mutual Fund Portfolio - Schedule attached 1 424,993. E 480,154.

Total 424,993. 480,154.

Additional Information For Tax Return


Form990-PF, p6: Line lb , Hours-I

Average hours per week - as needed

Form990-PF, p6_Line 1b, Hours_2______


Form 990-PF, p6: Line lb, Hours-3


Form 990-PF, p6: Line lb, Hours-4


2014 Form 990PF - EIN 02-0746127

Sageworth Trust Company

PORTFOLIO APPRAISAL

The Metzler Family FoundationDecember 31, 2014

TotalTotal Market

Security Cost Value

CASH AND EQUIVALENTSSSGA US GOV MONEY MARKET FUND 27,669 77 27,669 77

MUTUAL FUNDSCore BondVANGUARD TOT BD MKT IDX-ADM 28,615.60 30,981.23

Diversified Emerging MarketsDFA EMERGING MARKETS CORE EQUITY PORTFOLIO 19,757.21 19,936 34TEMPLETON FRONTIER MARKET 12,174 64 10,163 17

Subtotal 31,931.85 30,099 52

Diversified EquityARTISAN VALUE FUND 60,026 06 61,337.08

Diversified Foreign EquityCAUSEWAY INTERNATIONAL VALUE 51,535.27 54,404 47

Foreign Large CapUMB SCOUT INTERNATIONAL FUND 46,973.14 51,815 92

Global Equity

CAPITAL WORLD GRW&INCM CL F-2 SHS 27,783.19 35,827.96NEW PERSPECTIVE FD INC SHS CL F-2 27,220.96 33,905.14

Subtotal 55,004.15 69,733 10

International Small CapWILLIAM BLAIR EMERG MKTS SM CP GR INSL 9,937.29 11,527.25

Short-Term Bond

VANGUARD SIT BND INDX-ADM 58,893.46 58,099.75

U.S. Large CapDIAMOND HILL LARGE CAP FD-I 47,970.68 55,144.54FIDELITY CONCORD STR SPRTN US EQIDX 34,106.62 57,011.83

Subtotal 82,077.31 112 156.37

TOTAL PORTFOLIO

424,994.12 480,154.67

452,663 . 89 507 ,824.44

1-orm 990-pf return of private foundation or...

Documents