FRANKLIN & MARSHALL COLLEGE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: FRANKLIN & MARSHALL COLLEGE (EIN 23-1352635)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2016-05-16
IRS object ID: 201621379349306817
Schema version: 2014v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-16T14:08:23-05:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY VIRCHOW KRAUSE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1650 MARKET STREET 45TH FL	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	231352635	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FRANKLIN & MARSHALL COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FRAN	BusinessNameControlTxt
Phone	7173583925	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3003	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	176043003	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID PROULX	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7173583925	PhoneNum
Signature	2016-05-16	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JULIUS C GREEN CPA JD	PreparerPersonNm
PTIN	P00350393	PTIN
Phone	2159720701	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DANIEL R PORTERFIELDPH	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3003	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	176043003	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$208,398,105	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.FANDM.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1787	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	35	VotingMembersGoverningBodyCnt
Voting Members Independent	34	VotingMembersIndependentCnt
Total Employee	2659	TotalEmployeeCnt
Total Volunteers	1427	TotalVolunteersCnt
Total Gross UBI	$1,149,831	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$18,186,152	PYContributionsGrantsAmt
CY Contributions Grants	$21,697,785	CYContributionsGrantsAmt
PY Program Service Revenue	$132,688,568	PYProgramServiceRevenueAmt
CY Program Service Revenue	$136,918,745	CYProgramServiceRevenueAmt
PY Investment Income	$26,617,890	PYInvestmentIncomeAmt
CY Investment Income	$47,040,987	CYInvestmentIncomeAmt
PY Other Revenue	$1,588,368	PYOtherRevenueAmt
CY Other Revenue	$2,398,880	CYOtherRevenueAmt
PY Total Revenue	$179,080,978	PYTotalRevenueAmt
CY Total Revenue	$208,056,397	CYTotalRevenueAmt
PY Grants And Similar Paid	$39,841,564	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$44,257,636	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$66,231,918	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$72,861,383	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,070,581	CYTotalFundraisingExpenseAmt
PY Other Expenses	$53,762,706	PYOtherExpensesAmt
CY Other Expenses	$53,858,615	CYOtherExpensesAmt
PY Total Expenses	$159,836,188	PYTotalExpensesAmt
CY Total Expenses	$170,977,634	CYTotalExpensesAmt
PY Revenues Less Expenses	$19,244,790	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$37,078,763	CYRevenuesLessExpensesAmt
Total Assets BOY	$679,014,857	TotalAssetsBOYAmt
Total Assets EOY	$678,130,332	TotalAssetsEOYAmt
Total Liabilities BOY	$139,046,824	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$148,083,670	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$539,968,033	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$530,046,662	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION. ITS AIMS ARE TO INSPIRE IN YOUNG PEOPLE OF HIGH PROMISE AND DIVERSE BACKGROUNDS A GENUINE AND ENDURING LOVE FOR LEARNING, TO TEACH THEM TO READ, WRITE, AND THINK CRITICALLY, TO INSTILL IN THEM THE CAPACITY FOR BOTH INDEPENDENT AND COLLABORATIVE ACTION, AND TO EDUCATE THEM TO EXPLORE AND UNDERSTAND THE NATURAL, SOCIAL, AND CULTURAL WORLDS IN WHICH THEY LIVE. IN SO DOING, THE COLLEGE SEEKS TO FOSTER IN ITS STUDENTS QUALITIES OF INTELLECT, CREATIVITY, AND CHARACTER, THAT THEY MAY LIVE FULFILLING LIVES AND CONTRIBUTE MEANINGFULLY TO THEIR OCCUPATIONS, THEIR COMMUNITIES, AND THEIR WORLD.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$46,933,845	ExpenseAmt
Grant	$11,429	GrantAmt
Revenue	$109,284,099	RevenueAmt
Desc	INSTRUCTION: THE COLLEGE GRANTS BACHELOR OF ARTS DEGREES. TOTAL FULL-TIME EQUIVALENT UNDERGRADUATE ENROLLMENT OF THE COLLEGE WAS APPROXIMATELY 2,188 STUDENTS. 553 STUDENTS GRADUATED IN MAY 2015.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$40,384,592	ExpenseAmt
Grant	$43,361,225	GrantAmt
Revenue	$69,155	RevenueAmt
Desc	FINANCIAL AID: APPROXIMATELY 59% OF STUDENTS RECEIVED SOME FORM OF FINANCIAL AID DURING THE 2014-2015 SCHOOL YEAR.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$17,432,606	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	STUDENT SERVICES: THE COLLEGE PROVIDES SERVICES SUCH AS AN INFIRMARY, COUNSELING, CAREER SERVICES, AND STUDENT ACTIVITIES TO EACH STUDENT.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$12,408,634	$0	$23,106,990	AUXILIARY OPERATIONS: ACADEMIC SUPPORT, RESEARCH, PUBLIC SERVICE, AND INSTITUTIONAL SUPPORT.
$6,462,119	$4,207	$9,138	ACADEMIC SUPPORT
$3,754,388	$549,671	$0	RESEARCH
$1,091,287	$910	$0	PUBLIC SERVICE
$1,523,922	$330,194	$2,655,360	INSTITUTIONAL SUPPORT

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$25,240,350	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$884,982	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$25,771,488	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$129,991,393	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	458	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2659	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	35	GoverningBodyVotingMembersCnt
Independent Voting Member	34	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WENDY STARNER ASSOCIATE VICE PRESIDENT FOR FINANCE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7173583925	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3003	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	176043003	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DANIEL R PORTERFIELD
PRESIDENT	60.00	Yes (X)	Yes (X)	$488,299	$0	$114,669
MICHAEL T ARNOLD
TRUSTEE	2.00	Yes (X)		$0	$0	$0
REED D AUERBACH
TRUSTEE	2.00	Yes (X)		$0	$0	$0
LAWRENCE I BONCHEK
TRUSTEE - CHAIR	14.00	Yes (X)	Yes (X)	$0	$0	$0
LAWRENCE G BRAITMAN
TRUSTEE	2.00	Yes (X)		$0	$0	$0
STANLEY M BRAND ESQ
TRUSTEE	3.00	Yes (X)		$0	$0	$0
ROBERT J BROOKS SR
TRUSTEE	3.00	Yes (X)		$0	$0	$0
JOHN BURNESS
TRUSTEE	3.00	Yes (X)		$0	$0	$0
MATTHEW N DESCHAMPS
TRUSTEE	2.00	Yes (X)		$0	$0	$0
DOUGLAS H EVANS ESQ
TRUSTEE	2.00	Yes (X)		$0	$0	$0
RICHARD M FULLER
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ELAIN TITTLE HANSEN
TRUSTEE	2.00	Yes (X)		$0	$0	$0
BRIAN HARD
TRUSTEE	3.00	Yes (X)		$0	$0	$0
PATRICIA E HARRIS
TRUSTEE	2.00	Yes (X)		$0	$0	$0
BRETT S HARWOOD
TRUSTEE	2.00	Yes (X)		$0	$0	$0
SUSAN KLINE KLEHR
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ANTHONY I KREISEL
TRUSTEE	3.00	Yes (X)		$0	$0	$0
DAVID LEHMAN
TRUSTEE	2.00	Yes (X)		$0	$0	$0
STANLEY L LEVIN
TRUSTEE	3.00	Yes (X)		$0	$0	$0
DOUGLAS J MCCORMACK ESQ
TRUSTEE	3.00	Yes (X)		$0	$0	$0
KENNETH B MEHLMAN
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ERIC W NOLL
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ERIC C RACKOW
TRUSTEE	3.00	Yes (X)		$0	$0	$0
JOHN L ROSENTHAL
TRUSTEE	3.00	Yes (X)		$0	$0	$0
RAYMOND A SANSEVERINO ESQ
TRUSTEE	2.00	Yes (X)		$0	$0	$0
MARY L SCHAPIRO
TRUSTEE	2.00	Yes (X)		$0	$0	$0
LAWRENCE A SHADEK
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ROBERT H SMITH
TRUSTEE	2.00	Yes (X)		$0	$0	$0
BEVERLY R STEINMAN
TRUSTEE	2.00	Yes (X)		$0	$0	$0
H ART TAYLOR ESQ
TRUSTEE	2.00	Yes (X)		$0	$0	$0
SUSAN L WASHBURN
TRUSTEE - VICE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
COLLEEN R WEIS
TRUSTEE	2.00	Yes (X)		$0	$0	$0
BENJAMIN J WINTER
TRUSTEE - VICE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
FRANCES D WOLF
TRUSTEE - VICE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
LINDA YARDEN ESQ
TRUSTEE	3.00	Yes (X)		$0	$0	$0
CASUNDRA AMUNDSON TILL 32015
VP FOR COLLEGE COMMUNICATIONS	60.00		Yes (X)	$161,675	$0	$37,329	0.00
PIERCE BULLER
GENERAL COUNSEL	60.00		Yes (X)	$190,072	$0	$28,058	0.20
KEVIN BURKE
VP FOR COLLEGE COMMUNICATIONS	40.00		Yes (X)	$120,962	$0	$22,098	0.00
ALAN CANIGLIA
VP FOR PLANNING AND VICE PROVOST	40.00		Yes (X)	$177,976	$0	$38,574	0.50
MATTHEW K EYNON
VP FOR COLLEGE ADVANCEMENT	60.00		Yes (X)	$291,724	$0	$63,189	0.00
MARGARET L HAZLETT
DEAN OF COLLEGE	60.00		Yes (X)	$197,132	$0	$49,794	0.00
J SAMUEL HOUSER
VP FOR STRATEGIC INITITATIVES	60.00		Yes (X)	$177,899	$0	$33,321	0.50
JOEL W MARTIN
PROVOST & DEAN OF FACULTY	40.00		Yes (X)	$122,221	$0	$18,112	0.00
ROBYN L PIGGOTT
EXECUTIVE ASSISTANT TO PRES.	40.00		Yes (X)	$133,896	$0	$27,201	0.00
DAVID PROULX
VP FOR FINANCE & ADMINISTRATION	60.00		Yes (X)	$306,012	$0	$49,085	0.50
JOSEPH J KARLESKY
INTERIM PROVOST & DEAN OF FACULTY	60.00			$181,442	$0	$43,315	0.20	Yes (X)
DANIEL G LUGO
VP & DEAN OF ADMISSIONS & FIN. AID	60.00			$214,584	$0	$42,727	0.00	Yes (X)
ANN STEINER
FORMER PROVOST & DEAN OF FACULTY	60.00			$193,753	$0	$40,118	0.00	Yes (X)
BETH THRONE
AVP STUDENT & POST-GRADUATE DEV.	40.00			$176,192	$0	$36,317	0.00	Yes (X)
STANELY MERTZMAN
PROFESSOR OF GEOSCIENCES	60.00			$169,920	$0	$25,782	0.00	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,303,759	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$669,689	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	104	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SODEXO INC & AFFILIATES
4880 PAYSHERE CIRCLE	CHICAGO	IL	60674	FOOD SERVICES MGMT.	$4,814,042
IRWIN & LEIGHTON INC
1030 CONTINENTAL DRIVE	KING OF PRUSSIA	PA	19406	GENERAL CONTRACTORS	$1,531,123
D H FUNK & SONS LLC
3995 CONTINENTAL DRIVE	COLUMBIA	PA	17512	GENERAL CONTRACTORS	$1,520,805
COMM SOLUTIONS CO
140 QUAKER LANE	MALVERN	PA	19355	IT SERVICES	$796,447
RCM&D INC
PO BOX 826365	PHILADELPHIA	PA	19182	CONSULTING FIRM	$655,273

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	59	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,933,652	GovernmentGrantsAmt
All Other Contributions	$19,764,133	AllOtherContributionsAmt
Noncash Contributions	$1,011,357	NoncashContributionsAmt
Total Contributions	$21,697,785	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES	900099	$113,126,233	$113,126,233
AUXILIARY OPERATIONS	721310	$22,340,749	$22,056,077	$284,672
SUMMER SCHOOL & FEES	900099	$1,382,608	$1,382,608
STUDENT LOAN INCOME	900099	$69,155	$69,155

Field	Value	IRS element (for citing)
Total Program Service Revenue	$136,918,745	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,810,284	TotalRevenueColumnAmt
Unrelated Business Revenue	$735,918	UnrelatedBusinessRevenueAmt
Exclusion	$17,074,366	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,783	TotalRevenueColumnAmt
Exclusion	$23,783	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$674,167	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$341,708	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$332,459	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$332,459	TotalRevenueColumnAmt
Exclusion	$332,459	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$29,230,703	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$29,230,703	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,230,703	TotalRevenueColumnAmt
Exclusion	$29,230,703	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
RESEARCH INCOME	900099	$766,787	$123,277	$643,510
MISCELLANEOUS INCOME	900099	$571,054	$1,344	$569,710
ATHLETICS INCOME	900099	$154,441	$4,620	$149,821

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$550,356	TotalRevenueColumnAmt
Exclusion	$550,356	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,042,638	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$208,056,397	TotalRevenueColumnAmt
Related Or Exempt Func Income	$136,634,073	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,149,831	UnrelatedBusinessRevenueAmt
Exclusion	$48,574,708	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$319,862	TotalAmt
Program Services	$319,862	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$36,564,581	TotalAmt
Program Services	$36,564,581	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$7,373,193	TotalAmt
Program Services	$7,373,193	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,709,619	TotalAmt
Program Services	$754,168	ProgramServicesAmt
Management And General	$2,095,216	ManagementAndGeneralAmt
Fundraising	$860,235	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$50,303,427	TotalAmt
Program Services	$36,643,036	ProgramServicesAmt
Management And General	$10,806,268	ManagementAndGeneralAmt
Fundraising	$2,854,123	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,148,074	TotalAmt
Program Services	$3,809,575	ProgramServicesAmt
Management And General	$1,081,096	ManagementAndGeneralAmt
Fundraising	$257,403	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,884,347	TotalAmt
Program Services	$6,603,791	ProgramServicesAmt
Management And General	$2,649,680	ManagementAndGeneralAmt
Fundraising	$630,876	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,815,916	TotalAmt
Program Services	$2,823,778	ProgramServicesAmt
Management And General	$801,342	ManagementAndGeneralAmt
Fundraising	$190,796	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$537,786	TotalAmt
Program Services	$17,410	ProgramServicesAmt
Management And General	$520,376	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$181,894	TotalAmt
Program Services	$4,200	ProgramServicesAmt
Management And General	$177,694	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,946,101	TotalAmt
Management And General	$1,946,101	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$10,901,528	TotalAmt
Program Services	$7,860,926	ProgramServicesAmt
Management And General	$2,363,736	ManagementAndGeneralAmt
Fundraising	$676,866	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$70,196	TotalAmt
Program Services	$41,692	ProgramServicesAmt
Management And General	$28,155	ManagementAndGeneralAmt
Fundraising	$349	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,888,864	TotalAmt
Program Services	$2,133,390	ProgramServicesAmt
Management And General	$1,176,527	ManagementAndGeneralAmt
Fundraising	$578,947	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,634,045	TotalAmt
Program Services	$357,391	ProgramServicesAmt
Management And General	$1,170,550	ManagementAndGeneralAmt
Fundraising	$106,104	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$5,778,788	TotalAmt
Program Services	$3,017,290	ProgramServicesAmt
Management And General	$2,735,511	ManagementAndGeneralAmt
Fundraising	$25,987	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,986,908	TotalAmt
Program Services	$2,505,679	ProgramServicesAmt
Management And General	$267,035	ManagementAndGeneralAmt
Fundraising	$214,194	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$277,553	TotalAmt
Program Services	$152,469	ProgramServicesAmt
Management And General	$105,737	ManagementAndGeneralAmt
Fundraising	$19,347	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,631,614	TotalAmt
Program Services	$3,299,514	ProgramServicesAmt
Management And General	$327,018	ManagementAndGeneralAmt
Fundraising	$5,082	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,870,190	TotalAmt
Program Services	$6,628,883	ProgramServicesAmt
Management And General	$1,746,871	ManagementAndGeneralAmt
Fundraising	$494,436	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$909,089	TotalAmt
Program Services	$419,897	ProgramServicesAmt
Management And General	$489,192	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
REPAIRS & EQUIP. MAINTE	$3,441,812	$791,174	$2,650,438	$200
OFF CAMPUS PROGRAMS	$3,282,507	$3,282,507
EQUIPMENT & BOOKS	$2,986,155	$2,526,413	$446,748	$12,994
ECONOMIC DEVELOPMENT EX	$300,271	$300,271

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,233,314	TotalAmt
Program Services	$1,760,303	ProgramServicesAmt
Management And General	$330,369	ManagementAndGeneralAmt
Fundraising	$142,642	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$170,977,634	TotalAmt
Program Services	$129,991,393	ProgramServicesAmt
Management And General	$33,915,660	ManagementAndGeneralAmt
Fundraising	$7,070,581	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$121,861	BOYAmt
EOY	$633,718	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,489,991	BOYAmt
EOY	$3,219,919	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$19,043,968	BOYAmt
EOY	$22,564,963	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,944,009	BOYAmt
EOY	$7,974,952	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$30,456	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,047,710	BOYAmt
EOY	$1,642,381	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$327,316,325	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$100,161,646	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$219,752,456	BOYAmt
EOY	$227,154,679	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$172,448,978	BOYAmt
EOY	$231,914,708	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$235,506,671	BOYAmt
EOY	$161,000,633	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$13,790,536	BOYAmt
EOY	$14,532,623	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$9,838,221	BOYAmt
EOY	$7,491,756	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$679,014,857	BOYAmt
EOY	$678,130,332	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$4,889,784	BOYAmt
EOY	$7,881,815	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$4,955,787	BOYAmt
EOY	$3,902,975	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$81,574,217	BOYAmt
EOY	$79,781,717	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$3,613,091	BOYAmt
EOY	$3,569,184	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
EOY	$4,003,181	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$44,013,945	BOYAmt
EOY	$48,944,798	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$139,046,824	BOYAmt
EOY	$148,083,670	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$285,497,363	BOYAmt
EOY	$273,060,961	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$142,943,294	BOYAmt
EOY	$139,138,138	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$111,527,376	BOYAmt
EOY	$117,847,563	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$539,968,033	BOYAmt
EOY	$530,046,662	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$679,014,857	BOYAmt
EOY	$678,130,332	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$37,078,763	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$41,444,832	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$5,555,302	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$300,656,053	BeginningYearBalanceAmt
Contributions	$4,540,306	ContributionsAmt
Investment Earnings Or Losses	$2,108,191	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,802,404	GrantsOrScholarshipsAmt
Other Expenditures	$9,734,186	OtherExpendituresAmt
Administrative Expenses	$890,342	AdministrativeExpensesAmt
End Year Balance	$291,877,618	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$270,558,942	BeginningYearBalanceAmt
Contributions	$5,259,230	ContributionsAmt
Investment Earnings Or Losses	$39,241,872	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,508,807	GrantsOrScholarshipsAmt
Other Expenditures	$9,228,944	OtherExpendituresAmt
Administrative Expenses	$666,240	AdministrativeExpensesAmt
End Year Balance	$300,656,053	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$253,635,767	BeginningYearBalanceAmt
Contributions	$3,705,238	ContributionsAmt
Investment Earnings Or Losses	$27,626,220	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,395,457	GrantsOrScholarshipsAmt
Other Expenditures	$9,319,987	OtherExpendituresAmt
Administrative Expenses	$692,839	AdministrativeExpensesAmt
End Year Balance	$270,558,942	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$270,079,122	BeginningYearBalanceAmt
Contributions	$3,438,169	ContributionsAmt
Investment Earnings Or Losses	-$5,320,904	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$13,008,640	GrantsOrScholarshipsAmt
Other Expenditures	$721,680	OtherExpendituresAmt
Administrative Expenses	$830,300	AdministrativeExpensesAmt
End Year Balance	$253,635,767	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$235,435,090	BeginningYearBalanceAmt
Contributions	$2,599,447	ContributionsAmt
Investment Earnings Or Losses	$47,250,523	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,008,962	GrantsOrScholarshipsAmt
Other Expenditures	$9,943,305	OtherExpendituresAmt
Administrative Expenses	$1,253,671	AdministrativeExpensesAmt
End Year Balance	$270,079,122	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.40170	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.28160	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.31670	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$19,652	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$12,800,210	OtherCostOrOtherBasisAmt
Book Value	$12,819,862	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$673,818	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$247,686,069	OtherCostOrOtherBasisAmt
Depreciation	$62,422,855	DepreciationAmt
Book Value	$185,937,032	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$54,094,441	OtherCostOrOtherBasisAmt
Depreciation	$36,191,626	DepreciationAmt
Book Value	$17,902,815	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$12,042,135	OtherCostOrOtherBasisAmt
Depreciation	$1,547,165	DepreciationAmt
Book Value	$10,494,970	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$227,154,679	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
GLOBAL EQUITY	$71,691,376	F
DIVERSIFYING STRATEGIES	$53,943,377	F
REAL ESTATE	$17,430,959	F
BENEFICIAL INTEREST IN PERPETUAL TRUSTS	$17,934,921	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$161,000,633	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
POSTRETIREMENT BENEFIT OBLIGATIONS	$22,879,612
ANNUITY OBLIGATIONS	$17,582,667
FIN 47 OBLIGATION	$7,988,974
PURCHASE COMMITMENT	$199,280
MORTGAGE GUARANTEE	$7,500
ASE BANK LOAN	$286,765

Field	Value	IRS element (for citing)
Total Liability	$48,944,798	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$116,369,000	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$41,444,832	NetUnrealizedGainsInvstAmt
Other Revenue	-$50,584,273	OtherRevenueAmt
Revenue Not Reported	-$92,029,105	RevenueNotReportedAmt
Revenue Subtotal	$208,398,105	RevenueSubtotalAmt
Other Revenues Not Included	-$341,708	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$341,708	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$208,056,397	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$126,449,000	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$341,708	OtherExpensesIncludedAmt
Expenses Not Reported	$341,708	ExpensesNotReportedAmt
Expenses Subtotal	$126,107,292	ExpensesSubtotalAmt
Other Expenses Not Included	$44,870,342	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$44,870,342	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$170,977,634	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	COLLECTION ITEMS CONSISTS OF ARTWORKS, RARE BOOKS AND OTHER OBJECTS THAT HAVE COME TO THE COLLEGE AND MILLPORT CONSERVANCY PRINCIPALLY THROUGH GIFTS, ALTHOUGH SOME WERE PURCHASED AND CERTAIN OF THE COLLECTIONS WERE RECEIVED IN TRUST. THE COLLECTION IS HELD FOR PUBLIC EXHIBITION AND EDUCATION AND IS PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED. EACH OF THESE ITEMS IS CATALOGUED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS' INSURANCE - APPRAISED VALUE IS APPROXIMATELY $7,486,000. THE COLLECTIONS ARE NOT RECOGNIZED AS ASSETS IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION AS PERMITTED BY GAAP. PURCHASES OF COLLECTION ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS REDUCTION IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE NET ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES.
PART III, LINE 4:	THE COLLEGE'S COLLECTIONS CONTAIN REGIONAL AND INTERNATIONAL WORKS OF ART, RARE BOOKS, CULTURAL OBJECTS, AND HISTORICAL OBJECTS. THEY ADVANCE THE INSTRUCTIONAL, ACADEMIC SUPPORT, AND PUBLIC SERVICE PURPOSES OF THE COLLEGE BY EXHIBITION AND USE BY FACULTY, STUDENTS, AND THE COMMUNITY, VIA LOCAL AND ONLINE ACCESS.
PART IV, LINE 2B:	THESE FUNDS ARE DEPOSITS HELD IN CUSTODY FOR OTHERS WITH FRANKLIN & MARSHALL COLLEGE ACTING AS AGENT.
PART V, LINE 4:	OF THE TOTAL ENDOWMENT, 28% IS INTENDED FOR STUDENT AID, 21% FOR GENERAL UNRESTRICTED PURPOSES, 17% FOR OPERATIONS AND MAINTENANCE, 15% FOR INSTRUCTION, AND THE REMAINDER FOR MISCELLANEOUS RESTRICTED PURPOSES.
PART X, LINE 2:	UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE APPLICABLE INCOME TAX REGULATIONS OF PENNSYLVANIA, THE COLLEGE IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. SINCE THE COLLEGE HAD NO MATERIAL NET UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 20, 2015 AND 2014, NO PROVISIONS FOR INCOME TAXES HAS BEEN MADE. THE COLLEGE DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED. THE COLLEGE'S FEDERAL TAX RETURNS HAVE NOT BEEN EXAMINED FOR THE LAST SEVEN FISCAL YEARS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	POST-RETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC COSTS -1,401,000. CHANGES IN ANNUITY OBLIGATIONS -5,808,034. CHANGES IN CASH SURRENDER VALUE 525,172. STUDENT FINANCIAL AID -43,245,000. INVESTMENT EXPENSES -885,000. MILLPORT ACTIVITY; ROUNDING 229,589.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	RENTAL EXPENSES -341,708.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	RENTAL EXPENSES 341,708.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	STUDENT FINANCIAL AID 43,245,000. INVESTMENT FEES 885,000. ECONOMIC DEVELOPMENT EXPENSE 705,000. MILLPORT ACTIVITY; ROUNDING 35,342.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE COLLEGE COMPLIES WITH SECTION 4.03 BECAUSE A) STUDENTS ARE DRAWN FROM A LARGE DEMOGRAPHIC AREA, AND B) THE COLLEGE COMPLIES WITH SECTION 4.02 REQUIREMENTS.
SCHEDULE E, PART I, LINE 6	THE COMMONWEALTH OF PENNSYLVANIA ANNUALLY PROVIDES AN INSTITUTIONAL ASSISTANCE GRANT TO THOSE INSTITUTIONS THAT DO NOT RECEIVE FUNDING FROM THE STATE VIA BUDGET APPROPRIATION. THIS GRANT IS BASED ON THE TOTAL NUMBER OF STUDENTS RECEIVING STATE HIGHER EDUCATION GRANTS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (33 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	ADMISSIONS RECRUITMENT	$7,809
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	ADMISSIONS RECRUITMENT	$37,487
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	ADMISSIONS RECRUITMENT	$26,659
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	ADMISSIONS RECRUITMENT	$1,030
NORTH AMERICA	PROGRAM SERVICES	ADMISSIONS RECRUITMENT	$1,250
SOUTH AMERICA	PROGRAM SERVICES	ADMISSIONS RECRUITMENT	$8,874
SOUTH ASIA	PROGRAM SERVICES	ADMISSIONS RECRUITMENT	$4,285
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	CONF/RESEARCH/TRAVEL	$65,574
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	CONF/RESEARCH/TRAVEL	$55,692
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	CONF/RESEARCH/TRAVEL	$1,002,479
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	CONF/RESEARCH/TRAVEL	$34,896
NORTH AMERICA	PROGRAM SERVICES	CONF/RESEARCH/TRAVEL	$44,226
RUSSIA AND NEIGHBORING STATES	PROGRAM SERVICES	CONF/RESEARCH/TRAVEL	$16,676
SOUTH AMERICA	PROGRAM SERVICES	CONF/RESEARCH/TRAVEL	$28,359
SOUTH ASIA	PROGRAM SERVICES	CONF/RESEARCH/TRAVEL	$6,746
SUB-SAHARAN AFRICA	PROGRAM SERVICES	CONF/RESEARCH/TRAVEL	$101,868
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	STUDY ABROAD	$51,240
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$423,005
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	STUDY ABROAD	$2,417,138
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	STUDY ABROAD	$104,760
SOUTH AMERICA	PROGRAM SERVICES	STUDY ABROAD	$238,673
SOUTH ASIA	PROGRAM SERVICES	STUDY ABROAD	$17,110
SUB-SAHARAN AFRICA	PROGRAM SERVICES	STUDY ABROAD	$130,980
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$102,790,997
CENTRAL AMERICA AND THE CARIBBEAN	GRANTMAKING		$331,364
EAST ASIA AND THE PACIFIC	GRANTMAKING		$2,750,892
EUROPE (INCLUDING ICELAND & GREENLAND)	GRANTMAKING		$1,060,948
MIDDLE EAST AND NORTH AFRICA	GRANTMAKING		$162,832
NORTH AMERICA	GRANTMAKING		$92,738
RUSSIA AND NEIGHBORING STATES	GRANTMAKING		$395,802
SOUTH AMERICA	GRANTMAKING		$354,333
SOUTH ASIA	GRANTMAKING		$1,375,425
SUB-SAHARAN AFRICA	GRANTMAKING		$717,276

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$152,968	SubtotalSpentAmt
Continuation Spent	$114,706,455	ContinuationSpentAmt
Total Spent	$114,859,423	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (27 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
STUDENT SCHOLARSHIPS	CENTRAL AMERICA AND THE CARIBBEAN	6	$316,364	REDUCTION TO TUITION AND FEES	BOOK
STUDENT SCHOLARSHIPS	EAST ASIA AND THE PACIFIC	73	$2,566,656	REDUCTION TO TUITION AND FEES	BOOK
STUDENT SCHOLARSHIPS	EUROPE (INCLUDING ICELAND & GREENLAND)	21	$1,005,448	REDUCTION TO TUITION AND FEES	BOOK
STUDENT SCHOLARSHIPS	MIDDLE EAST AND NORTH AFRICA	3	$156,832	REDUCTION TO TUITION AND FEES	BOOK
STUDENT SCHOLARSHIPS	NORTH AMERICA	2	$86,738	REDUCTION TO TUITION AND FEES	BOOK
STUDENT SCHOLARSHIPS	RUSSIA AND NEIGHBORING STATES	8	$374,802	REDUCTION TO TUITION AND FEES	BOOK
STUDENT SCHOLARSHIPS	SOUTH AMERICA	7	$339,333	REDUCTION TO TUITION AND FEES	BOOK
STUDENT SCHOLARSHIPS	SOUTH ASIA	30	$1,290,503	REDUCTION TO TUITION AND FEES	BOOK
STUDENT SCHOLARSHIPS	SUB-SAHARAN AFRICA	15	$681,276	REDUCTION TO TUITION AND FEES	BOOK
STUDENT LOANS	CENTRAL AMERICA AND THE CARIBBEAN	5	$20,340	REDUCTION TO TUITION AND FEES	BOOK
STUDENT LOANS	EAST ASIA AND THE PACIFIC	63	$184,238	REDUCTION TO TUITION AND FEES	BOOK
STUDENT LOANS	EUROPE (INCLUDING ICELAND & GREENLAND)	19	$55,500	REDUCTION TO TUITION AND FEES	BOOK
STUDENT LOANS	MIDDLE EAST AND NORTH AFRICA	2	$6,000	REDUCTION TO TUITION AND FEES	BOOK
STUDENT LOANS	NORTH AMERICA	2	$6,000	REDUCTION TO TUITION AND FEES	BOOK
STUDENT LOANS	RUSSIA AND NEIGHBORING STATES	7	$21,000	REDUCTION TO TUITION AND FEES	BOOK
STUDENT LOANS	SOUTH AMERICA	5	$15,000	REDUCTION TO TUITION AND FEES	BOOK
STUDENT LOANS	SOUTH ASIA	27	$84,922	REDUCTION TO TUITION AND FEES	BOOK
STUDENT LOANS	SUB-SAHARAN AFRICA	12	$36,000	REDUCTION TO TUITION AND FEES	BOOK
STUDENT RESEARCH AND TRAVEL GRANTS	CENTRAL AMERICA AND THE CARIBBEAN	6	$3,096	PAYMENTS TO VENDORS	COST	$5,998	CHECKS
STUDENT RESEARCH AND TRAVEL GRANTS	EAST ASIA AND THE PACIFIC	8	$3,975	PAYMENT TO VENDORS	COST	$10,711	CHECKS
STUDENT RESEARCH AND TRAVEL GRANTS	EUROPE (INCLUDING ICELAND & GREENLAND)	77	$12,906	PAYMENTS TO VENDORS	COST	$52,575	CHECKS
STUDENT RESEARCH AND TRAVEL GRANTS	MIDDLE EAST AND NORTH AFRICA	8	$0			$3,572	CHECKS
STUDENT RESEARCH AND TRAVEL GRANTS	NORTH AMERICA	8	$0			$7,942	CHECKS
STUDENT RESEARCH AND TRAVEL GRANTS	RUSSIA AND NEIGHBORING STATES	2	$0			$1,964	CHECKS
STUDENT RESEARCH AND TRAVEL GRANTS	SOUTH AMERICA	2				$4,661	CHECKS
STUDENT RESEARCH AND TRAVEL GRANTS	SOUTH ASIA	6				$5,318	CHECKS
STUDENT RESEARCH AND TRAVEL GRANTS	SUB-SAHARAN AFRICA	5				$13,523	CHECKS

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	STUDENT SCHOLARSHIPS AND LOANS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. TRAVEL AND STUDENT RESEARCH GRANTS REQUIRE SUBSTANTIATION.
PART I, LINE 3:	EXPENDITURES ARE REPORTED BASED ON THE COLLEGE'S ACCRUAL METHOD OF ACCOUNTING.
PART III, COL (C):	THE NUMBER OF RECIPIENTS FOR STUDENT SCHOLARSHIPS AND STUDENT LOANS WAS BASED ON FINANCIAL AID RECORDS OF RECIPIENTS. THE NUMBER OF RECIPIENTS FOR STUDENT RESEARCH AND TRAVEL GRANTS WAS ESTIMATED BASED ON THE NUMBER OF PAYEES (CASH GRANTS) AND/OR THE NUMBER OF RESEARCH PROJECTS FUNDED (CASH AND NONCASH GRANTS).

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
FULTON THEATRE
PO BOX 1865	LANCASTER	PA	17608	231631733	501(C)(3)	$12,500	STAGE PRODUCTIONS
LANCASTER GENERAL HEALTH FOUNDATION
609 N CHERRY STREET PO BOX 2555	LANCASTER	PA	17604	205767147	501(C)(3)	$20,500	CANCER INSTITUTE SUPPORT
MILLPORT CONSERVANCY
737 E MILLPORT RD	LITITZ	PA	17543	222436077	501(C)(3)	$100,000	GENERAL SUPPORT
LANCASTER CITY ALLIANCE
354 N PRINCE STREET	LANCASTER	PA	17603	463353021	501(C)(3)	$150,000	TO SUPPORT LANCASTER CITY'S ECONOMIC DEVELOPMENT PLAN
AMERICAN HEART ASSOCIATION
610 COMMUNITY WAY	LANCASTER	PA	17603	135613797	501(C)(3)	$5,000	2015 HEART BALL
CITY OF LANCASTER
120 N DUKE STREET PO BOX 1599	LANCASTER	PA	17608	236001904	GOVERNMENT ENTITY	$6,667	FIRST FRIDAY
CRISPUS ATTUCKS COMMUNITY CENTER
407 HOWARD AVENUE	LANCASTER	PA	17602	232182995	501(C)(3)	$11,000	EVENT SPONSORSHIP

Field	Value	IRS element (for citing)
Total501c3 Org	7	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
PRIZES AND AWARDS	207	$128,612	$28,455	COST	NON-CASH PRIZES
STUDENT RESEARCH AND TRAVEL GRANTS	197	$90,840	$309,378	COST	SUPPLIES, TRAVEL EXPENSE
STUDENT SCHOLARSHIPS	1200		$36,007,296	COST	TUITION REDUCTIONS

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	STUDENT SCHOLARSHIPS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. STUDENTS CAN APPLY FOR CERTAIN GRANTS AND CAN ALSO BE NOMINATED FOR GRANTS BY FACULTY. EACH STUDENT HAS INDIVIDUAL ACCOUNTS WITH THE AMOUNT OF THEIR GRANTS; REIMBURSEMENTS ARE APPROVED AND THEN GIVEN TO THE STUDENT. TRAVEL AND STUDENT RESEARCH GRANTS REQUIRE SUBSTANTIATION.
PART III: ACCOUNTING FOR CASH AND NONCASH ASSISTANCE:	PAYMENTS/REIMBURSEMENTS DIRECTLY TO RECIPIENTS ARE CONSIDERED CASH ASSISTANCE. PAYMENTS TO VENDORS TO BENEFIT RECIPIENTS, OR THE PURCHASE OF NONCASH ITEMS TO BE GIVEN TO RECIPIENTS, ARE CONSIDERED NONCASH ASSISTANCE.
PART III, COLUMN B: NUMBER OF RECIPIENTS:	THE NUMBER OF RECIPIENTS FOR STUDENT SCHOLARSHIPS IS BASED ON THE FINANCIAL AID RECORDS OF RECIPIENTS. THE NUMBER OF RECIPIENTS FOR PRIZES AND AWARDS IS ESTIMATED BASED ON THE NUMBER OF PAYEES (CASH PRIZES/AWARDS), AND THE NUMBER OF RECIPIENTS BENEFITTED BY THE NUMBER OF ITEMS PURCHASED (NONCASH PRIZES/AWARDS). THE NUMBER OF RECIPIENTS FOR STUDENT RESEARCH AND TRAVEL GRANTS IS ESTIMATED BASED ON THE NUMBER OF PAYEES (CASH GRANTS); AND/OR THE NUMBER OF RESEARCH PROJECTS FUNDED (CASH AND NONCASH GRANTS).

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DANIEL R PORTERFIELD
PRESIDENT	$450,483	$0	$31,940	$0	$5,876	$0	$31,200	$0	$83,469	$0	$602,968	$0	$0	$0
CASUNDRA AMUNDSON TILL 32015
VP FOR COLLEGE COMMUNICATIONS	$160,347	$0	$223	$0	$1,105	$0	$19,558	$0	$17,771	$0	$199,004	$0	$0	$0
PIERCE BULLER
GENERAL COUNSEL	$174,297	$0	$15,000	$0	$775	$0	$13,564	$0	$14,494	$0	$218,130	$0	$0	$0
ALAN CANIGLIA
VP FOR PLANNING AND VICE PROVOST	$177,923	$0	$53	$0	$0	$0	$27,247	$0	$11,327	$0	$216,550	$0	$0	$0
MATTHEW K EYNON
VP FOR COLLEGE ADVANCEMENT	$287,496	$0	$750	$0	$3,478	$0	$31,200	$0	$31,989	$0	$354,913	$0	$0	$0
MARGARET L HAZLETT
DEAN OF COLLEGE	$195,642	$0	$87	$0	$1,403	$0	$23,009	$0	$26,785	$0	$246,926	$0	$0	$0
J SAMUEL HOUSER
VP FOR STRATEGIC INITITATIVES	$170,667	$0	$5,217	$0	$2,015	$0	$25,780	$0	$7,541	$0	$211,220	$0	$0	$0
ROBYN L PIGGOTT
EXECUTIVE ASSISTANT TO PRES.	$132,696	$0	$0	$0	$1,200	$0	$16,214	$0	$10,987	$0	$161,097	$0	$0	$0
DAVID PROULX
VP FOR FINANCE & ADMINISTRATION	$303,587	$0	$650	$0	$1,775	$0	$31,200	$0	$17,885	$0	$355,097	$0	$0	$0
JOSEPH J KARLESKY
INTERIM PROVOST & DEAN OF FACULTY	$179,309	$0	$1,413	$0	$720	$0	$27,104	$0	$16,211	$0	$224,757	$0	$0	$0
DANIEL G LUGO
VP & DEAN OF ADMISSIONS & FIN. AID	$200,122	$0	$12,848	$0	$1,614	$0	$24,462	$0	$18,265	$0	$257,311	$0	$0	$0
ANN STEINER
FORMER PROVOST & DEAN OF FACULTY	$193,591	$0	$162	$0	$0	$0	$29,369	$0	$10,749	$0	$233,871	$0	$0	$0
BETH THRONE
AVP STUDENT & POST-GRADUATE DEV.	$160,592	$0	$15,000	$0	$600	$0	$19,534	$0	$16,783	$0	$212,509	$0	$0	$0
STANELY MERTZMAN
PROFESSOR OF GEOSCIENCES	$169,920	$0	$0	$0	$0	$0	$25,488	$0	$294	$0	$195,702	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

PRESIDENT - COLLEGE OWNED PROPERTY HOUSING IS PROVIDED FOR THE CONVENIENCE OF THE COLLEGE AND IS A CONDITION OF EMPLOYMENT. CUSTODIAL SERVICES ARE PROVIDED TO MAINTAIN AND REFRESH THE PROPERTY FOR COLLEGE EVENTS AND ACTIVITIES HELD AT THE RESIDENCE. THE HOUSING AND CUSTODIAL SERVICES ARE NOT INCLUDED IN TAXABLE COMPENSATION. THE COLLEGE, FOR COLLEGE BUSINESS PURPOSES, REIMBURSES HEALTH/SOCIAL CLUB DUES AND BUSINESS EXPENSES. THESE REIMBURSEMENTS ARE NOT INCLUDED IN TAXABLE COMPENSATION. TAXABLE COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. A COLLEGE LEASED VEHICLE IS PROVIDED FOR TRAVEL RELATED ACTIVITIES. PERSONAL USE OF THE VEHICLE IS INCLUDED IN TAXABLE COMPENSATION. VP OF FINANCE AND ADMINISTRATION - TAXABLE COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. THE COLLEGE, FOR COLLEGE BUSINESS PURPOSES, REMIBURSES HEALTH/SOCIAL CLUB DUES AND BUSINESS EXPENSES. THESE REIMBURSEMENTS ARE NOT INCLUDED IN TAXABLE COMPENSATION. VP FOR COLLEGE COMMUNICATIONS - TAXABLE COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. PROVOST & DEAN OF THE FACULTY - TAXABLE COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. VP OF COLLEGE ADVANCEMENT - THE COLLEGE, FOR COLLEGE BUSINESS PURPOSES, REIMBURSES HEALTH/SOCIAL CLUB DUES AND BUSINESS EXPENSES. THESE REIMBURSEMENTS ARE NOT INCLUDED IN TAXABLE COMPENSATION. TAXABLE COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. DEAN OF THE COLLEGE: TAXABLE COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. COLLEGE OWNED PROPERTY HOUSING IS PROVIDED FOR THE CONVENIENCE OF THE COLLEGE AND IS A CONDITION OF EMPLOYMENT. PERSONAL SERVICES FOR MAID/CLEANING SERVICES ARE PAID TO MAINTAIN AND REFRESH THE PROPERTY FOR COLLEGE EVENTS AND ACTIVITIES HELD AT THE PROPERTY. THE HOUSING AND CUSTODIAL SERVICES ARE NOT INCLUDED IN TAXABLE COMPENSATION. VP & DEAN OF ADMISSION & FINANCIAL AID - TAXABLE COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. CHIEF OF STAFF & SECRETARY OF THE COLLEGE - TAXABLE COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS.

PART I, LINE 7

THE COMPENSATION COMMITTEE, FOLLOWING THE RECOMMENDATION OF THE PRESIDENT, ESTABLISHES APPROPRIATE BONUS COMPENSATION, IF ANY, FOR SENIOR OFFICERS, FOLLOWING PERFORMANCE REVIEW, APPLICABLE EMPLOYMENT AGREEMENTS, AND OTHER FACTORS."

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
LANCASTER HIGH EDUCATION AUTHORITY
A	232224897	514328FY4	2006-05-01	$56,364,018	REFUND 6/15/1997 ISSUE, LIFE SCIENCE BUILDING PROJECT, AND ARMSTRONG PROJECT	0	0	0
LANCASTER HIGH EDUCATION AUTHORITY
B	232224897	514328CB3	2008-06-19	$29,891,597	NEW RESIDENCE HALL, HARRIS CENTER, KLEHR CENTER, NORFOLK SOUTHERN PROJECT	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Capitalized InterestCapitalizedInterestAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$5,240,000	$57,165,704	$33	$598,639	$22,802,032	$33,765,000	2007	Yes (1)	0	Yes (1)	Yes (1)
B		$30,115,043	$671,694	$439,501	$29,003,846		2011	0	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Private Bus Concerning UBIPrivateBusConcerningUBIPct
A	0	Yes (1)	Yes (1)	Yes (1)	0	0.00000	0.00000	0	0	Yes (1)
B	0	0	Yes (1)	Yes (1)	0	0.00000	0.00000	0	0	Yes (1)	0.00000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	0	0	Yes (1)	0	0	0	0	Yes (1)
B	0	0	0	Yes (1)	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II, LINE 3	FormAndLineReferenceDesc
Explanation	DIFFERENCE BETWEEN GROSS PROCEEDS AND ISSUE PRICE: BOND ISSUES A & B: THE DIFFERENCE BETWEEN THE GROSS PROCEEDS AND THE ISSUE PRICE IS DUE TO INVESTMENT EARNINGS.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$75,283	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$2,525	NoncashContributionsRptF990Amt
Method Of Determining Revenues	COMPARABLE SALES	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$315	NoncashContributionsRptF990Amt
Method Of Determining Revenues	THRIFT SHOP VALUE	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	31	ContributionCnt
Noncash Contributions Rpt F990	$898,188	NoncashContributionsRptF990Amt
Method Of Determining Revenues	NYSE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	EVENT EXPENSES	Desc
Contribution	25	ContributionCnt
Noncash Contributions Rpt F990	$12,541	NoncashContributionsRptF990Amt
Method Of Determining Revenues	PURCHASE PRICE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	THE NUMBER OF CONTRIBUTIONS IN COLUMN B IS EQUAL TO THE NUMBER OF ITEMS RECEIVED FOR LINES 1 AND 25. THE NUMBER IN COLUMN B FOR LINE 9 REPRESENTS THE NUMBER OF CONTRIBUTIONS.
PART I, LINE 32B:	A THIRD PARTY IS USED TO PROCESS AND SELL CONTRIBUTIONS OF SECURITIES. DURING ACCESSION AND DEACCESSION OF COLLECTION ITEMS, APPRAISERS AND AUCTION SERVICES MAY BE USED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1	THE COLLEGE HAS AN EXECUTIVE COMMITTEE WHO IS AUTHORIZED TO ACT IN PLACE OF THE FULL BOARD AT ALL TIMES. THE COMMITTEE IS COMPOSED OF 11 MEMBERS OF THE BOARD, INCLUDING THE PRESIDENT, DURING THE FISCAL YEAR.
FORM 990, PART VI, SECTION B, LINE 11	THE ORGANIZATION ENLISTS AN OUTSIDE PUBLIC ACCOUNTNG FIRM TO ASSIST IN ASSEMBLING AND REVIEWING THE FORM 990. AN INTERNAL REVIEW BY THE FINANCE ADMINISTRATION IS PERFORMED ONCE THE ACCOUNTING FIRM COMPLETES ITS WORK. THE AUDIT COMMITTEE NEXT REVIEWS THE RETURN, AND ALL COMMENTS ARE ADDRESSED TO AND ANSWERED BY BOTH THE PUBLIC ACCOUNTING FIRM AND INTERNAL PREPARERS. ONCE ALL EXTERNAL AND INTERNAL REVIEW IS COMPLETE, A COPY OF FORM 990 IS SUPPLIED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO OFFICERS AND TRUSTEES ANNUALLY, REQUESTING A DECLARATION AND EXPLANATION OF POTENTIAL CONFLICTS WITH PROFESSIONAL AND OTHER DUTIES, INCLUDING MEMBERSHIP ON OTHER BOARDS. THE EXECUTIVE COMMITTEE OF THE BOARD MONITORS THE POLICY THROUGH THIS ANNUAL PROCESS. OFFICERS AND TRUSTEES CANNOT PARTICIPATE IN DELIBERATIONS OR ACTIONS BY THE COLLEGE WITH RESPECT TO ANY PROPOSED TRANSACTION OR RELATIONSHIP WITH RESPECT TO WHICH THE TRUSTEE OR OFFICER HAS A FINANCIAL INTEREST OR OTHER CONFLICT OF INTERESTS. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST POLICY AS BEING POSSIBLE SOURCES OF CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15	EACH YEAR, PERFORMANCE REVIEWS ARE CONDUCTED BETWEEN FEBRUARY AND MAY FOR SENIOR OFFICERS (PRESIDENT, VICE PRESIDENTS, PROVOST, AND DEAN OF THE COLLEGE). INDEPENDENTLY GATHERED COMPARISON COMPENSATION DATA IS REVIEWED BY THE COMPENSATION COMMITTEE, AND EXECUTIVE COMPENSATION DETERMINATIONS ARE MADE BY THE COMMITTEE BASED ON PERFORMANCE AND BENCHMARK DATA THAT MAINTAIN EXECUTIVE COMPENSATION WITHIN FAIR MARKET RANGE FOR HIGHER EDUCATION. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE COMMITTEE'S MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 19	THE COLLEGE'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGES IN ANNUITY OBLIGATIONS -5,808,014. INDIRECT COST RECOVERY 252,712.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MILLPORT CONSERVANCY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	737 E MILLPORT ROAD	AddressLine1Txt
City	LITITZ	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17543	ZIPCd

Field	Value	IRS element (for citing)
EIN	222436077	EIN
Primary Activities	NATURE PRESERVATION	PrimaryActivitiesTxt
Legal Domicile State	PA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	PF	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	Yes (1)	ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	NW GATEWAY PROJECT	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3003	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17604	ZIPCd

Field	Value	IRS element (for citing)
EIN	611625128	EIN
Primary Activities	LAND ACQUISITION	PrimaryActivitiesTxt
Legal Domicile State	PA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Predominant Income Type	EXCLUDED	PredominantIncomeTypeTxt
Share Of Total Income	$404,891	ShareOfTotalIncomeAmt
Share Of EOY Assets	$13,268,145	ShareOfEOYAssetsAmt
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	Yes (1)	GeneralOrManagingPartnerInd
Ownership	0.50000	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (52 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
MARGARET J GELHARD CHARITABLE REMAINDER
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	207443240	SPLIT INTEREST TRUST	PA	N/A	T	0
JAMES C WHITTEN CHAR REM UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256725896	SPLIT INTEREST TRUST	TX	N/A	T	0
DAVID J & MYRA L FERRIS CHAR REM UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256732737	SPLIT INTEREST TRUST	NC	N/A	T	0
KARL & MARY ANN POORBAUGH ANNUITY TRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256744283	SPLIT INTEREST TRUST	PA	N/A	T	0
TODD C TROUT UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256767402	SPLIT INTEREST TRUST	PA	N/A	T	0
ERIC I TROUT UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256767401	SPLIT INTEREST TRUST	PA	N/A	T	0
SCOT W TROUT UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256767399	SPLIT INTEREST TRUST	PA	N/A	T	0
REBECCA A RISHEL UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256767403	SPLIT INTEREST TRUST	PA	N/A	T	0
RICHARD H BOYD UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256767408	SPLIT INTEREST TRUST	PA	N/A	T	0
NICHOLAS L BOYD UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256767406	SPLIT INTEREST TRUST	PA	N/A	T	0
ELIZABETH E THAMES UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256767407	SPLIT INTEREST TRUST	PA	N/A	T	0
WINTHROP E EVERETT UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237789982	SPLIT INTEREST TRUST	PA	N/A	T	0
JAMES & MAXINE GELHARD UNITRUST #2
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237834555	SPLIT INTEREST TRUST	PA	N/A	T	0
JAMES & MAXINE GELHARD UNITRUST #1
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237789983	SPLIT INTEREST TRUST	PA	N/A	T	0
J RICHARD WOODS UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237800013	SPLIT INTEREST TRUST	IL	N/A	T	0
ANN B BARSHINGER UNITRUST #2
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237762433	SPLIT INTEREST TRUST	PA	N/A	T	0
UNITRUST FBO ANN B BARSHINGER
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	226446592	SPLIT INTEREST TRUST	PA	N/A	T	0
SUSANNE H WIEST UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	236982081	SPLIT INTEREST TRUST	PA	N/A	T	0
UNITRUST FBO CHARLES & SHARON DUNN
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	236992697	SPLIT INTEREST TRUST	WA	N/A	T	0
CHARLES A DUNN SR ANNUITY TRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	232688767	SPLIT INTEREST TRUST	NJ	N/A	T	0
CHARLES SR & PEARL DUNN ANNUITY TRUST II
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	416541178	SPLIT INTEREST TRUST	CA	N/A	T	0
EDYTH BROMLEY
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	226769615	SPLIT INTEREST TRUST	NJ	N/A	T	0
J VERNON MCMINAME ANNUITY TRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237697285	SPLIT INTEREST TRUST	PA	N/A	T	0
JAMES S & DORIS S MARTIN UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237454756	SPLIT INTEREST TRUST	PA	N/A	T	0
KARL G KLINGES UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	226744880	SPLIT INTEREST TRUST	FL	N/A	T	0
CHARLES R MORRISON ANNUITY TRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237789985	SPLIT INTEREST TRUST	PA	N/A	T	0
JOSEPH R MILLER ANNUITY TRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237789986	SPLIT INTEREST TRUST	PA	N/A	T	0
JAMES D MILLER ANNUITY TRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237789987	SPLIT INTEREST TRUST	PA	N/A	T	0
S WAYNE & LINDA M WHITEHEAD UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237834551	SPLIT INTEREST TRUST	PA	N/A	T	0
ROBERT L ROSCHELL UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237834556	SPLIT INTEREST TRUST	PA	N/A	T	0
ANN B BARSHINGER UNITRUST #3
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237864147	SPLIT INTEREST TRUST	PA	N/A	T	0
JOHN B AND CHARLOTTE F FITZPATRICK UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237732415	SPLIT INTEREST TRUST	PA	N/A	T	0
L JAMES HUEGEL UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	232934047	SPLIT INTEREST TRUST	PA	N/A	T	0
TYLER H & DAVID C FARRAND UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237966199	SPLIT INTEREST TRUST	NJ	N/A	T	0
FRANK AND EVA MANNING UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	237834553	SPLIT INTEREST TRUST	VA	N/A	T	0
JAMES F & MARY LOU YOUNG UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256629235	SPLIT INTEREST TRUST	PA	N/A	T	0
DR C DARRELL LANE MD CHAR REM UT
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	256629234	SPLIT INTEREST TRUST	PA	N/A	T	0
ORVILLE C HOGNANDER JR UNITRUST
C/O FRANKLIN MARSHALL COLLEGE PO BO	LANCASTER	PA	17604	416562032	SPLIT INTEREST TRUST	MN	N/A	T	0
FOX ADELE W (CHARIT)
C/O WILMINGTON TRUST INVESTMENT GRO	BUFFALO	NY	14240	256859971	PERPETUAL TRUST	PA	N/A	T	0
FRENCH MARION T
C/O FULTON FINANCIAL ADVISORS ONE P	LANCASTER	PA	19604	311604263	PERPETUAL TRUST	PA	N/A	T	0
MINICH GRACE (4916)
C/O WELLS FARGO PO BOX 95021	HENDERSON	NV	89009	236543394	PERPETUAL TRUST	PA	N/A	T	0
MINICH GRACE (4925)
C/O WELLS FARGO PO BOX 95021	HENDERSON	NV	89009	236543395	PERPETUAL TRUST	PA	N/A	T	0
MINICH GRACE (4934)
C/O WELLS FARGO PO BOX 95021	HENDERSON	NV	89009	236543396	PERPETUAL TRUST	PA	N/A	T	0
MINICH GRACE (4943)
C/O WELLS FARGO PO BOX 95021	HENDERSON	NV	89009	236543397	PERPETUAL TRUST	PA	N/A	T	0
MINICH GRACE (4952)
C/O WELLS FARGO PO BOX 95021	HENDERSON	NV	89009	236543398	PERPETUAL TRUST	PA	N/A	T	0
PLANK ELSIE
C/O BNY MELLON WEALTH MGMT 1735 MAR	PHILADELPHIA	PA	19103	236241620	PERPETUAL TRUST	PA	N/A	T	0
WALTERS ART
PNC WEALTH MGMT 101 NORTH POINTE BL	LANCASTER	PA	17601	566624021	PERPETUAL TRUST	PA	N/A	T	0
MILLER MURRAY & RENEE
C/O MORGAN STANLEY 1101 FIRST ST S	WINTER HAVEN	FL	33880	351906970	REMAINDER TRUST	PA	N/A	T	0
BOEHME WILLIAM M
C/O DAVIDSON TRUST CO 8 THIRD STREE	GREAT FALLS	MT	59401	806197657	REMAINDER TRUST	MT	N/A	T	0
FERRY WILLIAM E
C/O CHARLES SCHWAB 500 DELAWARE AVE	WILMINGTON	DE	19801	396449436	REMAINDER TRUST	DE	N/A	T	0
HAVENS CHARLES W III
C/O PNC 3001 OCEAN DR STE 301	VERO BEACH	FL	32963	466223147	REMAINDER TRUST	FL	N/A	T	0
ADVANCED STUDIES IN ENGLAND LTD
					STUDY ABROAD		N/A	C	Yes (1)	2 PIERREPONT STREET	BATH	UK	UK	$1,761,685	$3,207,707	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	MILLPORT CONSERVANCY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$100,000	InvolvedAmt
Method Of Amount Determination	COST	MethodOfAmountDeterminationTxt