2015-05-11T10:13:29-05:00 2014-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2013-07-01 231352635 FRANKLIN & MARSHALL COLLEGE % KATHRYN-ELLIEHAUSEN SLOBOZIE FRAN 7172913925 PO BOX 3003 Suite LANCASTER PA 176043003 DAVID PROULX VP FINANCE & ADMIN. 7173584756 2015-05-08 true MARGARET BRADSHAW KPMG LLP P00501222 7173584756 2013 2016-02-25 16:41:14Z DANIEL R PORTERFIELD PHD PO BOX 3003 LANCASTER PA 176043003 244704786 false X WWW.FANDM.EDU X 1787 PA FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION. (SEE FULL MISSION STATEMENT ATTACHED ON SCHEDULE O.) 32 31 2648 1366 583274 -14201 17846712 18186152 131047379 132688568 14287333 26617890 1854350 1588368 165035774 179080978 37423995 39841564 0 0 62947537 66231918 0 0 6048282 55478090 53762706 155849622 159836188 9186152 19244790 646499166 680260648 147387752 139046824 499111414 541213824 X FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION. (SEE FULL MISSION STATEMENT ATTACHED ON SCHEDULE O). false false 41199368 15907 110341240 Instruction. THE COLLEGE GRANTS BACHELOR OF ARTS DEGREES . TOTAL FULL-TIME EQUIVALENT UNDERGRADUATE ENROLLMENT OF THE COLLEGE WAS APPROXIMATELY 2,273 STUDENTS. 604 STUDENTS GRADUATED IN MAY 2014. 40098734 38862443 79716 FINANCIAL AID. APPROXIMATELY 57% OF STUDENTS RECEIVED SOME FORM OF FINANCIAL AID DURING THE 2013-2014 SCHOOL YEAR. 16395966 107007 1608 STUDENT SERVICES. THE COLLEGE PROVIDES SERVICES SUCH AS AN INFIRMARY, COUNSELING, CAREER SERVICES, AND STUDENT ACTIVITIES TO EACH STUDENT. 12124754 22267612 AUXILIARY OPERATIONS 6534440 4300 ACADEMIC SUPPORT 3588643 496626 RESEARCH 978101 994 PUBLIC SERVICE 1313003 354287 357649 INSTITUTIONAL SUPPORT 24538941 856207 22625261 122233009 true true false false false false false true true true true true false false true true false true true false true false true false false false false true true true true false false false false false true false false false false true true false false false true true true false false true 549 0 true 2648 true true true true UK false false false false false false false false X 32 31 false false false false false false false true true false false true true true true true true true true true false CA PA X KATHRYN-ELLIEHAUSEN SLOBOZIE 7172914215 FRANKLIN MARSHALL COLLEGE LANCASTER PA 17604 X Reed D Auerbach Trustee 2.0 0.0 X 0 0 0 Lawrence I Bonchek Trustee 14.0 0.0 X X 0 0 0 Lawrence G Braitman Trustee 2.0 0.0 X 0 0 0 Stanley M Brand Esq Trustee 2.0 0.0 X 0 0 0 Robert J Brooks Sr Trustee 3.0 0.0 X 0 0 0 John Burness Trustee 3.0 0.0 X 0 0 0 Douglas H Evans Esq Trustee 2.0 0.0 X 0 0 0 Robert L Freedman Trustee 2.0 0.0 X 0 0 0 Richard M Fuller Trustee 2.0 0.0 X 0 0 0 Brian Hard Trustee 3.0 0.0 X 0 0 0 Patricia E Harris Trustee 2.0 0.0 X 0 0 0 Brett S Harwood Trustee 2.0 0.0 X 0 0 0 Susan Kline Klehr Trustee 2.0 0.0 X 0 0 0 Barry S Lafer Esq Trustee 2.0 0.0 X 0 0 0 David Lehman Trustee 2.0 0.0 X 0 0 0 Stanley L Levin Trustee 2.0 0.0 X 0 0 0 Douglas J McCormack Esq Trustee 2.0 0.0 X 0 0 0 Eric W Noll Trustee 2.0 0.0 X 0 0 0 Eric C Rackow Trustee 2.0 0.0 X 0 0 0 John L Rosenthal Trustee 3.0 0.0 X 0 0 0 Raymond A Sanseverino Esq Trustee 2.0 0.0 X 0 0 0 Mary L Schapiro Trustee 3.0 0.0 X 0 0 0 Henry B duP Smith Trustee 2.0 0.0 X 0 0 0 Robert H Smith Trustee 2.0 0.0 X 0 0 0 Beverly R Steinman Trustee 2.0 0.0 X 0 0 0 H Art Taylor Esq Trustee 2.0 0.0 X 0 0 0 Susan L Washburn Trustee 4.0 0.0 X X 0 0 0 Colleen R Weis Trustee 2.0 0.0 X 0 0 0 Benjamin J Winter Trustee 4.0 0.0 X X 0 0 0 Frances D Wolf Trustee 4.0 0.0 X X 0 0 0 Linda Yarden Esq Trustee 2.0 0.0 X 0 0 0 Daniel R Porterfield President 60.0 0.0 X X 453972 0 155990 Casundra Amundson VP for College Communications 60.0 0.0 X 157515 0 43793 Matthew K Eynon VP For College Advancement 60.0 0.0 X 281281 0 76789 Margaret L Hazlett Dean of the College 60.0 0.0 X 100426 0 55032 J Samual Houser Chief of Staff & Secretary 60.0 0.0 X 163325 0 53869 Joseph J Karlesky Interim Provost & Dean of the 60.0 0.0 X 170168 0 47163 Daniel G Lugo VP & Dean of Admission & Finan 60.0 0.0 X 209615 0 65193 David Proulx VP for Finance & Administratio 60.0 0.0 X 314295 0 78122 Ann Steiner Former Provost & Dean of the F 60.0 0.0 X 236781 0 47345 Alan Caniglia Sr. Assoc Dean & VP 40.0 0.0 X 163405 0 41435 Elizabeth Krapp Investment Office & Treasurer 40.0 0.0 X 157346 0 69890 D Grier Stephenson Professor Government 40.0 0.0 X 167565 0 41041 Beth Throne AVP STUDENT & post grad devel. 40.0 0.0 X 170649 0 32219 Kent Trachte Dean of the College 60.0 0.0 X 111061 0 22262 2857404 0 830143 95 true true false SODEXO INC AFFILIATES 4880 PAYSHERE CIRCLE CHICAGO IL 60674 FOOD SERVICES MGMT 6599192 JAMES STREET HOUSING LP 595 EAST LANCASTER AVENUE ST DAVIDS PA 19087 HOUSING RENTAL 1919376 ARAMARK 24818 NETWORK PLACE CHICAGO IL 60673 JANITORIAL SERVICES 1772491 DIRECT ENERGY BUSINESS PO BOX 70220 PHILADELPHIA PA 19176 ENERGY SERVICES 1444500 STRATA INFORMATION GROUP 3935 HARNEY ST SAN DIEGO CA 92110 SOFTWARE PROJECT 1347575 43 1609016 16577136 6534350 18186152 TUITION & FEES 900099 110341240 110341240 AUXILIARY OPERATIONS 721310 22267612 21331635 583274 352703 STUDENT LOAN INCOME 900099 79716 79716 132688568 12606300 12606300 0 4281 4281 147044 72107 74937 0 74937 74937 79563291 65551701 14011590 14011590 14011590 0 0 0 RESEARCH 900099 605550 605550 PROJECT REIMBURSEMENTS 900099 92191 92191 MISCELLANEOUS 900099 248940 248940 562469 267066 295403 1509150 179080978 132111848 583274 28199704 352846 352846 32439534 32439534 7049184 7049184 0 3177315 565748 1939024 672543 0 49795826 37554858 9738673 2502295 4773671 3438888 1076939 257844 4806658 3539138 1006770 260750 3678448 2707112 783700 187636 0 476172 29515 446657 117500 117500 0 0 365707 365707 11832860 7890579 3170270 772011 69985 41930 27488 567 3826845 2258632 1162119 406094 2085514 444865 1540978 99671 0 6313766 3341665 2967374 4727 2858983 2377458 268561 212964 0 287858 177887 99843 10128 6383776 3347275 3030878 5623 0 8509036 6643685 1365536 499815 639005 373516 265489 OFF CAMPUS PROGRAMS 3286954 3286954 EQUIPMENT AND BOOKS 3258635 2835860 403048 19727 REPAIRS AND EQUIPMENT MAINT 2675416 1013165 1662218 33 FOOD 597473 430538 68448 98487 177221 92177 47677 37367 159836188 122233009 31554897 6048282 110018 121861 1578799 1489991 26175606 23998759 4692897 5944009 45500 30456 0 0 0 0 0 0 1483003 1047710 311278111 91525655 222747584 219752456 159219399 168739978 207935672 235506671 16154308 16415972 0 0 6356380 7212785 646499166 680260648 4730382 4889784 0 0 10896622 4955787 83296693 81574217 3467420 3613091 0 0 0 0 0 0 44996635 44013945 147387752 139046824 X 266708280 285497363 127827786 142943294 104575348 112773167 499111414 541213824 646499166 680260648 19244790 22857620 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false false true X 270558942 5259230 39241872 4508807 9228944 666240 300656053 253635767 3705238 27626220 4395457 9319987 692839 270558942 270079122 3438169 -5320904 13008640 721680 830300 253635767 235435090 2599447 47250523 4008962 9943305 1253671 270079122 218624340 9166653 24698126 4237472 11710606 1105951 235435090 0.39890 0.26620 0.33490 false false 19652 13085789 13105441 1143425 238189630 56879796 182453259 52521336 33223781 19297555 6318279 1422078 4896201 219752456 GLOBAL EQUITY 119653281 F GLOBAL FIXED INCOME 26329378 F DIVERSIFYING STRATEGIES 36336562 F REAL ASSETS 38689238 F BENEFICIAL INTEREST IN PERP 14498212 F 235506671 0 POSTRETIREMENT BENEFIT OBLIGAT 21479017 ANNUITY OBLIGATIONS 14630465 FIN 47 OBLIGATION 7647447 PURCHASE COMMITMENT 249516 MORTGAGE GUARANTEE 7500 44013945 X PART III, LINE 1A - TERMS FOR NOT REPORTING ASSETS PER SFAS 116: 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 the items is catalogued, and activities verifying their existence and assessing their condition are performed continuously. The collections' insurance-appraised value is approximately $7,506,000 (Note: the value is $7,227,000 for the College alone). The collections are not recognized as assets in the consolidated statement of financial position in accordance with accounting guidelines. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as reductions in temporarily or permanently restricted net assets if the 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 - Collections and Relation to Exempt Purpose: 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 - ESCROW LIABILITY ARRANGEMENT EXPLANATION: These funds are deposits held in custody for others, Franklin & Marshall College acting as agent. PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS: 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 - TEXT OF FIN 48 (ASC 740) FOOTNOTE: 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 30, 2014 and 2013, no provision 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. true true true true true true true false false false false false false false false true false true PART I LINE 3 - RACIALLY NONDISCRIMINATORY POLICY: The College complies with Section 4.03 because a) students are drawn from a large geographic area, and b) the College complies with Section 4.02 requirements. LINE 6A - FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY: 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. true East Asia and the Pacific Program Services Admis Recruitment 18890 Europe (Including Iceland and Greenland) Program Services Admis Recruitment 11600 Middle East and North Africa Program Services Admis Recruitment 4741 North America Program Services Admis Recruitment 9762 South America Program Services Admis Recruitment 6052 South Asia Program Services Admis Recruitment 5222 Central America and the Caribbean Program Services Conf/Research/Travel 116747 East Asia and the Pacific Program Services Conf/Research/Travel 92534 Europe (Including Iceland and Greenland) Program Services Conf/Research/Travel 480916 Middle East and North Africa Program Services Conf/Research/Travel 19791 North America Program Services Conf/Research/Travel 35851 Russia and the Newly Independent States Program Services Conf/Research/Travel 8571 South America Program Services Conf/Research/Travel 28120 South Asia Program Services Conf/Research/Travel 7343 Sub-Saharan Africa Program Services Conf/Research/Travel 185433 Central America and the Caribbean Program Services Study Abroad 32050 East Asia and the Pacific Program Services Study Abroad 350895 Europe (Including Iceland and Greenland) Program Services Study Abroad 2583457 Middle East and North Africa Program Services Study Abroad 27430 Russia and the Newly Independent States Program Services Study Abroad 9050 South America Program Services Study Abroad 71000 South Asia Program Services Study Abroad 16140 Sub-Saharan Africa Program Services Study Abroad 49430 Central America and the Caribbean Investments 108128793 Central America and the Caribbean Grantmaking 322215 East Asia and the Pacific Grantmaking 2480423 Europe (Including Iceland and Greenland) Grantmaking 791209 Middle East and North Africa Grantmaking 110918 North America Grantmaking 94256 Russia and the Newly Independent States Grantmaking 388848 South America Grantmaking 364795 South Asia Grantmaking 1584371 Sub-Saharan Africa Grantmaking 912149 1414518 117934484 119349002 STUDENT SCHOLARSHIPS Central America and the Caribbean 6 303265 tuition rdct BOOK STUDENT SCHOLARSHIPS East Asia and the Pacific 67 2292683 tuition rdct BOOK STUDENT SCHOLARSHIPS Europe (Including Iceland and Greenland) 16 698894 tuition rdct BOOK STUDENT SCHOLARSHIPS Middle East and North Africa 2 95530 tuition rdct BOOK STUDENT SCHOLARSHIPS North America 2 82130 tuition rdct BOOK STUDENT SCHOLARSHIPS Russia and the Newly Independent States 8 358895 tuition rdct BOOK STUDENT SCHOLARSHIPS South America 7 349330 tuition rdct BOOK STUDENT SCHOLARSHIPS South Asia 34 1482486 tuition rdct BOOK STUDENT SCHOLARSHIPS Sub-Saharan Africa 17 849883 tuition rdct BOOK STUDENT LOANS Central America and the Caribbean 5 15000 tuition rdct BOOK STUDENT LOANS East Asia and the Pacific 58 171000 tuition rdct BOOK STUDENT LOANS Europe (Including Iceland and Greenland) 13 41375 tuition rdct BOOK STUDENT LOANS Middle East and North Africa 2 6000 tuition rdct BOOK STUDENT LOANS North America 2 6000 tuition rdct BOOK STUDENT LOANS Russia and the Newly Independent States 8 24000 tuition rdct BOOK STUDENT LOANS South America 4 12000 tuition rdct BOOK STUDENT LOANS South Asia 32 97500 tuition rdct BOOK STUDENT LOANS Sub-Saharan Africa 15 48000 tuition rdct BOOK STUDENT RESEARCH & TRAVEL GRANTS Central America and the Caribbean 3 3950 VENDOR PMT COST STUDENT RESEARCH & TRAVEL GRANTS East Asia and the Pacific 10 16740 CHECKS COST STUDENT RESEARCH & TRAVEL GRANTS Europe (Including Iceland and Greenland) 43 43639 CHECKS COST STUDENT RESEARCH & TRAVEL GRANTS Europe (Including Iceland and Greenland) 5 7301 VENDOR PMT COST STUDENT RESEARCH & TRAVEL GRANTS Middle East and North Africa 3 2455 CHECKS COST STUDENT RESEARCH & TRAVEL GRANTS Middle East and North Africa 3 6933 VENDOR PMT COST STUDENT RESEARCH & TRAVEL GRANTS North America 2 6126 CHECKS COST STUDENT RESEARCH & TRAVEL GRANTS Russia and the Newly Independent States 5 5953 CHECKS COST STUDENT RESEARCH & TRAVEL GRANTS South America 2 3465 CHECKS BOOK STUDENT RESEARCH & TRAVEL GRANTS South Asia 3 4385 CHECKS BOOK STUDENT RESEARCH & TRAVEL GRANTS Sub-Saharan Africa 4 4937 CHECKS BOOK STUDENT RESEARCH & TRAVEL GRANTS Sub-Saharan Africa 17 9329 VENDOR PMT COST true false true true true true Part 1, Line 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: STUDENT SCHOLARSHIPS AND LOANS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. TRAVEL AND STUDENT RESEARCH GRANTS REQUIRE SUBSTANTIATION. SCHEDULE F, PART I, LINE 3, COLUMN F TOTAL EXPENDITURES FOR REGION: EXPENDITURES ARE REPORTED BASED ON THE COLLEGE'S ACCRUAL METHOD OF ACCOUNTING. SCHEDULE F, PARTS I & III METHOD OF ACCOUNTING: EXPENDITURES ARE REPORTED BASED ON THE COLLEGE'S ACCRUAL METHOD OF ACCOUNTING. SCHEDULE F, PART III, COLUMN C NUMBER OF RECIPIENTS: THE NUMBER OF RECIPIENTS FOR STUDENT SCHOLARSHIPS AND STUDENT LOANS IS BASED ON FINANCIAL AID RECORDS OF RECIPIENTS. 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). true BICKSLER-MUHLENBERG ASSOCIATES (JSID) 354 N PRINCE ST LANCASTER PA 17603 710927742 501(c)(3) 150000 BOOK Eastern Market Plaza Artwork Project GENERAL SUPPORT FULTON THEATRE PO BOX 1865 LANCASTER PA 17608 231631733 501(c)(3) 12500 BOOK GENERAL SUPPORT STAGE PRODUCTION LANCASTER GENERAL HEALTH FOUNDATION 609 N CHERRY ST PO BOX 2555 LANCASTER PA 17604 205767147 501(c)(3) 20000 BOOK CHOICE PLUS PROGRAM CANCER INSTITUTE SUPPORT MILLPORT CONSERVANCY 737 E MILLPORT RD LITITZ PA 17543 222436077 501(c)(3) 100000 BOOK URBAN FOREST CENTRE GENERAL SUPPORT I HAVE A DREAM FOUNDATION 330 7TH AVE FL 20 NEW YORK NY 10001 133355315 501(c)(3) 20000 BOOK TUITION RDCT SPRING GALA LANCASTER CITY & COUNTY LOYALTY DAY COMMITTEE PO BOX 10811 LANCASTER PA 17605 232689968 501(c)(3) 10000 BOOK GENERAL SUPPORT BOND HOUSE RENOVATIONS LANCASTER CITY ALLIANCE 354 N PRINCE ST STE 110 LANCASTER PA 17603 463353021 501(c)(3) 7500 BOOK LANCASTER CITY EDP AMERICAN HEART ASSOCIATION 610 COMMUNITY WAY LANCASTER PA 17603 135613797 501(c)(3) 5500 BOOK 2014 HEART BALL CITY OF LANCASTER 120 N DUKE ST PO BOX 1599 LANCASTER PA 17608 236001904 Govt Entity 6667 BOOK FIRST FRIDAY 9 PRIZES & AWARDS 221 159100 COST NON-CASH PRIZES STUDENT RESEARCH AND TRAVEL GRANTS 184 370712 COST SUPPLIES, TRAVEL EXP STUDENT SCHOLARSHIPS 998 31909722 COST TUITION RDCT PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS STUDENT SCHOLARSHIPS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. 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 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 OR 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). X X X X true true X X X false true false false false false false false false Daniel R Porterfield President 422157 0 25000 0 6815 0 30600 0 125390 0 609962 0 0 0 Casundra Amundson VP for College Communications 155978 0 0 0 1537 0 18922 0 24871 0 201308 0 0 0 Matthew K Eynon VP For College Advancement 279256 0 0 0 2025 0 12518 0 64271 0 358070 0 0 0 Margaret L Hazlett Dean of the College 85154 0 15000 0 272 0 9646 0 45386 0 155458 0 0 0 J Samual Houser Chief of Staff & Secretary 146451 0 15000 0 1874 0 22155 0 31714 0 217194 0 0 0 Joseph J Karlesky Interim Provost & Dean of the 168892 0 0 0 1276 0 25913 0 21250 0 217331 0 0 0 Daniel G Lugo VP & Dean of Admission & Finan 192478 0 0 0 17137 0 23743 0 41450 0 274808 0 0 0 David Proulx VP for Finance & Administratio 293960 0 17746 0 2589 0 30600 0 47522 0 392417 0 0 0 Ann Steiner Former Provost & Dean of the F 218418 0 0 0 18363 0 33753 0 13592 0 284126 0 17860 0 Kent Trachte Dean of the College 95339 0 0 0 15722 0 14981 0 7281 0 133323 0 15310 0 Alan Caniglia Sr. Assoc Dean & VP 163238 0 0 0 167 0 25220 0 16215 0 204840 0 0 0 Elizabeth Krapp Investment Office & Treasurer 154746 0 0 0 2600 0 23483 0 46407 0 227236 0 0 0 D Grier Stephenson Professor Government 167065 0 0 0 500 0 25588 0 15453 0 208606 0 0 0 Beth Throne AVP STUDENT & post grad devel. 154899 0 15000 0 750 0 0 0 32219 0 202868 0 0 0 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, REIMBURSES 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 FOR 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. SCHEDULE J, PART I, LINE 4b: THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE COLLEGE'S IRC SECTION 457(F) PLAN DURING THE REPORTING YEAR: ANN STEINER $787 KENT TRACHTE $674 THE AMOUNTS FOR ALL OF THE INDIVIDUALS ABOVE WERE ACCRUED DURING THE YEAR. ANN STEINER $17,860 KENT TRACHTE $15,310 THE AMOUNTS FOR THE INDIVIDUALS ABOVE WERE PAID OUT DURING THE CALENDAR YEAR. A LANCASTER HIGHER EDUCATION AUTHORITY 232224897 514328FY4 2006-05-01 56364018 MULTIPLE - SEE PART VI false false false B LANCASTER HIGHER EDUCATION AUTHORITY 232224897 514328GB3 2008-06-19 29891597 MULTIPLE - SEE PART VI false false false A 2035000 0 57165704 0 33 33765000 598639 0 0 22802032 0 0 2007 true false true true B 0 0 30115043 0 671694 0 439501 0 0 29003846 0 2 2011 false false false true A false true false false 0.03480 0.03480 true false false true B false false false false 0 true false false true A false false true true false false 0 false 0 false true B false false true true false false 0 false 0 false true A false B false PART I, COLUMN F - DESCRIPTION OF BOND ISSUE PURPOSE: BOND ISSUE A: REFUND 6/15/1997 ISSUE, LIFE SCIENCE BUILDING PROJECT, AND ARMSTRONG PROJECT . BOND ISSUE B: NEW RESIDENCE HALL PROJECT, HARRIS CENTER PROJECT, KLEHR CENTER PROJECT, NORFOLK SOUTHERN PROJECT, AND OTHER MISCELLANEOUS CAPITAL IMPROVEMENTS TO EXISTING FACILITIES. PART II, LINE 3 - 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. DANIEL LUGO EMPLOYEE HOUSING ASSISTANCE X 46000 30456 false true true 30456 X 17 68000 FAIR VALUE X 58 5944469 FAIR VALUE X 1 487000 FAIR VALUE X EVENT EXPENSES 15 29306 FAIR VALUE X EQUIPMENT 5 5575 FAIR VALUE 1 false true true PART I, COLUMN B NUMBER OF CONTRIBUTIONS: The number of contributions is comprised of a combination of the number of items received and the number of contributions (securities and actual expenses paid by donor). SCHEDULE M, PART I, LINE 32B THIRD PARTY USED TO PROCESS OR SELL NONCASH CONTRIBUTIONS: 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 M, PART I, LINE 33 EXPLANATION FOR NOT REPORTING REVENUE: The College does not recognize revenue for noncash contributions (other than securities) that are less than $10,000 in value. Part I, Line 1 ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES: 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. FORM 990, PART III, LINE 4D - ALL OTHER ACHIEVEMENTS: AUXILIARY OPERATIONS, ACADEMIC SUPPORT, RESEARCH, PUBLIC SERVICE, AND INSTITUTIONAL SUPPORT. FORM 990, PART VI, LINE 1A - EXECUTIVE COMMITTEE: THE COLLEGE HAS AN EXECUTIVE COMMITTEE WHO IS AUTHORIZED TO ACT IN PLACE OF THE FULL BOARD AT ALL TIMES. IT WAS COMPOSED OF 11 MEMBERS OF THE BOARD, INCLUDING THE PRESIDENT, DURING FISCAL YEAR 2014. FORM 990, PART VI, LINE 11A - PROVIDE A COPY OF FORM 990 TO GOVERNING BODY BEFORE FILING: A COPY OF FORM 990 WAS SUPPLIED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICT OF INTEREST POLICY: 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. 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 INTEREST. FORM 990, PART VI, LINE 15A & 15B - COMPENSATION PROCESS FOR TOP OFFICIAL AND SENIOR OFFICERS: 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. COMPENSATION DECISIONS ARE contemporaneously DOCUMENTED IN THE COMMITTEE'S MEETING MINUTES. FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: THE COLLEGE'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. MILLPORT CONSERVANCY 737 E MILLPORT ROAD LITITZ PA 17543 222436077 NATURE PRESER PA 501(C)(3) PF NA true NW GATEWAY PROJECT PO BOX 3003 LANCASTER PA 17604 611625128 LAND ACQUISITION PA NA EXCLUDED 266 11284651 false true 0.50000 CHARITABLE REMAINDER TRUST (4) PO BOX 3003 LANCASTER PA 17604 SPLIT INTEREST NA Trust true UNITRUST (27) PO BOX 3003 LANCASTER PA 17604 SPLIT INTEREST NA Trust true ANNUITY TRUST (7) PO BOX 3003 LANCASTER PA 17604 SPLIT INTEREST NA Trust true PERPETUAL INCOME TRUST (10) PO BOX 3003 LANCASTER PA 17604 PERPETUAL TRUST PA NA Trust true REMAINDER TRUST (5) PO BOX 3003 LANCASTER PA 17604 REMAINDER TRUST NA Trust true ADVANCED STUDIES IN ENGLAND LTD 2 PIERREPONT STREET BATH PA 17403 study abroad UK NA C Corp 1752673 3529678 1.00000 true false true false false false false false false false false true false true true false false true false MILLPORT CONSERVANCY b 100000 CASH Part IV, Column (c) LEGAL DOMICILE OF TRUSTS CHARITALBLE REMAINDER TRUSTS - TWO CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN PENNSYLVANIA. ONE IS DOMICILED IN TEXAS, AND ANOTHER IS DOMICILED IN NORTH CAROLINA. UNITRUSTS - TWENTY ONE UNITRUSTS ARE DOMICILED IN PENNSYLVANIA. TWO UNITRUSTS ARE DOMICILED IN NEW JERSEY. ONE UNITRUST IS DOMICILED IN EACH OF THE FOLLOWING STATES: FLORIDA, ILLINOIS, VIRGINIA, WASHINGTON. ANNUITY TRUSTS - FIVE ANNUITY TRUSTS ARE DOMICILED IN PENNSYLVANIA. ONE ANNUITY TRUST IS DOMICILED IN NEW JERSEY AND ONE IS DOMICILED IN CALIFORNIA. PERPETUAL TRUSTS - NINE PERPETUAL TRUSTS ARE DOMICILED IN PENNSYLVANIA. ONE PERPETUAL TRUST IS DOMICILED IN FLORIDA. REMAINDER TRUSTS - ONE REMAINDER TRUST IS DOMICILED IN EACH OF THE FOLLOWING STATES: PENNSYLVANIA, MINNESOTA, MONTANA, DELEWARE, FLORIDA. Part V, Line 2(1) Additional Information: THE $100,000 CONTRIBUTED TO THE MILLPORT CONSERVANCY WAS A CONTRIBUTION FROM THE COLLEGE TO PAY FOR THE CONSERVANCY'S ORDINARY OPERATING EXPENDITURES.