2012-04-27T08:45:43-05:00 2011-06-30 KPMG LLP 1676 INTERNATIONAL DRIVE MCLEAN VA 22102 990 2010-07-01 231365954 DICKINSON COLLEGE DICK 7172451010 PO BOX 1773 CARLISLE PA 170132896 THOMAS AK QUEENAN 7172451943 2012-04-26 1 7032868000 2010 2016-02-24 21:20:13Z WILLIAM G DURDEN PO BOX 1773 CARLISLE PA 170132896 165660137 0 X WWW.DICKINSON.EDU X 1783 PA DICKINSON COLLEGE, FOUNDED IN 1773, IS A HIGHLY-SELECTIVE, PRIVATE RESIDENTIAL (CONTINUED) LIBERAL-ARTS COLLEGE KNOWN FOR ITS INNOVATIVE CURRICULUM. ITS MISSION IS TO OFFER STUDENTS A USEFUL EDUCATION IN THE ARTS AND SCIENCES THAT WILL PREPARE THEM FOR LIVES AS ENGAGED CITIZENS AND LEADERS. DICKINSON HAS DEVELOPED AN EFFECTIVE EDUCATIONAL PROGRAM BUILT UPON CORE SKILLS INTEGRAL TO THE LIBERAL ARTS PLUS AREAS OF SPECIAL EMPHASIS. AREAS OF SPECIAL EMPHASIS INCLUDE GLOBAL PERSPECTIVE, CONNECTIVITY (INTERDISCIPLINARITY), SUSTAINABILITY, ACTIVE LEARNING AND DIVERSITY. 38 36 2739 2775 221071 0 10642798 11629121 122493205 128289648 9086496 8035033 4675781 2696088 146898280 150649890 32643594 36401865 0 0 60318560 61921304 59080 38352 3468871 47710914 47242686 140732148 145604207 6166132 5045683 499840464 548961601 136956635 134563834 362883829 414397767 X TO PREPARE YOUNG PEOPLE, BY MEANS OF A USEFUL EDUCATION IN THE LIBERAL ARTS AND SCIENCES, FOR ENGAGED LIVES OF CITIZENSHIP AND LEADERSHIP IN THE SERVICE OF SOCIETY. 0 0 105917467 36401865 102612299 EDUCATING STUDENTS - DICKINSON COLLEGE IS COMMITTED TO MAKING A TOP-TIER EDUCATION IN THE LIBERAL ARTS AND SCIENCES ACCESSIBLE REGARDLESS OF FAMILIES' ECONOMIC MEANS. ALL ADMITTED STUDENTS FROM THE MOST RECENT ENTERING CLASS, WHO DEMONSTRATED FINANCIAL NEED AND WHO MET APPLICATION DEADLINES, RECEIVED AID. IN 2010-11, DICKINSON STUDENTS RECEIVED AN ESTIMATED $55,594,500 IN FINANCIAL AID, OF WHICH $37,669,574 WAS PROVIDED FROM THE COLLEGE'S FUNDS. STATE AND FEDERAL AID PROGRAMS, PARENT LOANS AND OTHER OUTSIDE SOURCES PROVIDED THE REMAINING FUNDS. CONTINUED ON SCHEDULE O IN FALL 2010, THE COLLEGE EMPLOYED 218 FULL-TIME EQUIVALENT FACULTY. 93% OF FULL-TIME FACULTY MEMBERS HOLD A DOCTORATE OR OTHER TERMINAL DEGREE. OF THIS GROUP, FULL PROFESSORS COMPRISED 20%, ASSOCIATE PROFESSORS 39%, ASSISTANT PROFESSORS 33%, AND INSTRUCTORS 9%. THE STUDENT-TO-FACULTY RATIO FOR FALL 2010 WAS 10:1. TO SUPPORT ITS ACADEMIC, STUDENT LIFE AND AUXILIARY PROGRAMS, THE COLLEGE ALSO EMPLOYS 268 PROFESSIONAL ADMINISTRATIVE STAFF PERSONNEL (255 FT; 13 PT) AND 375(302 FT; 73 PT) SUPPORT STAFF PERSONNEL.2,414 STUDENTS WERE ENROLLED FOR FALL 2010 (OF WHOM APPROXIMATELY 200 STUDIED AT THE COLLEGE'S CENTERS ABROAD). THE OFFICE OF ADMISSIONS ADMITTED 48% OF THE MOST HIGHLY QUALIFIED APPLICANT POOL (5,033 TOTAL APPLICATIONS) IN THE COLLEGE'S HISTORY. THE MOST RECENT DATA AVAILABLE INDICATE THAT ONE YEAR AFTER GRADUATION, 85% OF THE COLLEGE'S GRADUATES ARE WORKING FULL-TIME AND/OR ARE IN GRADUATE OR PROFESSIONAL PROGRAMS. WITHIN FIVE YEARS AFTER GRADUATION, 96% OF DICKINSON ALUMNI ARE WORKING FULL-TIME AND/OR ARE CURRENTLY ENROLLED OR HAVE COMPLETED GRADUATE OR PROFESSIONAL SCHOOL PROGRAMS. DICKINSON STUDENTS MAY ELECT EITHER OF TWO BROAD DEGREE ORIENTATIONS WITHIN THE CURRICULUM: THE BACHELOR OF ARTS OR THE BACHELOR OF SCIENCE DEGREE. GENERAL EDUCATION REQUIREMENTS ARE THE SAME IN EITHER CASE; ONLY STUDENTS WITH A CONCENTRATION IN ONE OF THE NATURAL OR MATHEMATICAL SCIENCES MAY BE CANDIDATES FOR THE BACHELOR OF SCIENCE DEGREE. COURSES ARE OFFERED IN TWO SEMESTERS, EACH COMPRISING 14 WEEKS OF CLASSES FOLLOWED BY FINAL EXAMINATIONS. THE FALL SEMESTER BEGINS IN EARLY SEPTEMBER AND CONCLUDES IN DECEMBER. STUDENTS HAVE A READING PERIOD OF A FEW DAYS AT THE END OF CLASSES IN WHICH TO PREPARE FOR THE FINAL EXAMINATIONS AND PAPERS WHICH ARE SCHEDULED DURING THE SUBSEQUENT WEEK. SPRING SEMESTER BEGINS NEAR THE END OF JANUARY AND RUNS THROUGH MID-MAY, FOLLOWING THE SAME PATTERN OF CLASSES AND EXAMINATIONS AS THE FALL SEMESTER. ONE FIVE-WEEK SUMMER SESSION IS ALSO OFFERED FOR THOSE WHO PREFER THE SMALLER CLASSES AND FOCUSED LEARNING THEY PROVIDE. SEEKING A BALANCE BETWEEN THE FULL BREADTH OF LIBERAL LEARNING AND DEPTH REPRESENTED BY ONE DISCIPLINED APPROACH TO KNOWLEDGE, EACH DICKINSON STUDENT IS REQUIRED TO TAKE A MINIMUM OF 32 COURSES, COMPLETE A SERIES OF ALL-COLLEGE REQUIREMENTS, AND DO A MAJOR CONCENTRATION. REQUIREMENTS INCLUDE AT LEAST TWO COURSES EACH IN THE ARTS AND HUMANITIES, THE SOCIAL SCIENCES, AND LABORATORY SCIENCE. STUDENTS ARE ALSO EXPECTED TO COMPLETE A SET OF CROSS-CULTURAL REQUIREMENTS INCLUDING FOREIGN LANGUAGE, COMPARATIVE CIVILIZATIONS ("NON-WESTERN"), AND U.S. DIVERSITY COURSES. ADDITIONALLY, EVERY STUDENT MUST TAKE ONE "WRITING INTENSIVE" AND ONE "QUANTITATIVE REASONING" COURSE. DICKINSON'S FACULTY TEACH FIVE COURSES ANNUALLY, AS IS THE NORM FOR HIGHLY SELECTIVE NATIONAL LIBERAL ARTS COLLEGES WHERE EXPECTATIONS FOR FACULTY RESEARCH AND STUDENT-FACULTY INTERACTION ARE HIGH. INTRODUCTION OF A FIVE-COURSE LOAD IN 2007 IN PLACE OF THE PREVIOUS EXPECTATION THAT SIX COURSES WOULD BE TAUGHT EACH YEAR WAS DESIGNED TO SUSTAIN AND ENRICH THE HIGH QUALITY AND VITALITY OF THE COLLEGE'S ACADEMIC PROGRAM. THE REVISED TEACHING LOAD HAS ENABLED THE COLLEGE TO: * MAINTAIN EXCELLENCE IN TEACHING, INCLUDING INNOVATION THROUGH NEW, OFTEN LABOR-INTENSIVE PEDAGOGIES. * OFFER A RICH CURRICULUM, INCLUDING THE EXPLORATION OF NEW FIELDS OF STUDY. * SUSTAIN THE FACULTY'S IMPRESSIVE RECORD OF SCHOLARSHIP AND ARTISTIC CREATIVITY BY MEETING PROFESSORS'CURRENT CONCERNS FOR MORE TIME FOR THEIR RESEARCH ACTIVITY. * MAINTAIN THE VITAL ROLE OF THE FACULTY IN THE COLLEGE'S COLLEGIAL GOVERNANCE SYSTEM. * ENHANCE DICKINSON'S COMPETITIVE POSITION IN THE RECRUITMENT OF OUTSTANDING NEW FACULTY. * CONTINUE THE COLLEGE'S RECORD OF STRONG FACULTY RETENTION. 22850041 28317992 AUXILIARY SERVICES - AUXILIARY SERVICES PROVIDED BY THE COLLEGE INCLUDE HOUSING AND DINING SERVICES (FOR APPROXIMATELY 2,170 ON-CAMPUS STUDENTS), CAMPUS STORES, AND OTHER SERVICES PROVIDED TO SUPPORT STUDENTS AND EMPLOYEES. 128767508 1 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 1 0 0 1 0 1 X 3171 0 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0 KELLIE L NEWTON 1.00 X 0 0 0 STUART M ROSEN 1.00 X 0 0 0 FRANK M SANDS 1.00 X 0 0 0 RF SHANGRAW JR 1.00 X 0 0 0 CRAIG C WEEKS 1.00 X 0 0 0 WYNNE STUART AMICK 1.00 X 0 0 0 ERIC DENKER 1.00 X 0 0 0 STEVEN GALLEN EDERSHEIM 1.00 X 0 0 0 RUTH A FERGUSON 1.00 X 0 0 0 M ROBERT MISTICK 1.00 X 0 0 0 WILLIAM L MUELLER 1.00 X 0 0 0 WILLIAM G DURDEN 40.00 X X 558299 0 103440 ANNETTE S PARKER 40.00 X 220943 0 49312 DAVID S WALKER 40.00 X 141448 0 28080 KAREN NEELY FARYNIAK 40.00 X 111221 0 19660 ANN M DYKSTRA 40.00 X 80919 0 10877 MELISSA G KEEBLER 40.00 X 47409 0 11006 THOMAS AK QUEENAN 40.00 X 0 0 0 NEIL B WEISSMAN 40.00 X 279367 0 55620 DONALD A HASSELTINE 40.00 X 223312 0 56701 JOHN A WEIS 40.00 X 205907 0 79878 STEPHANIE S BALMER 40.00 X 193705 0 45429 ROBERT E RENAUD 40.00 X 166291 0 38779 KENNETH E SHULTES 40.00 X 164193 0 28213 DANA E SCADUTO 40.00 X 237317 0 38929 BRIAN J WHALEN 40.00 X 159853 0 77338 HAROLD L POHLMAN 40.00 X 141214 0 25033 SUSAN D ROSE 40.00 X 138180 0 63149 ROBERT P WINSTON 40.00 X 129235 0 25065 ROBERT J MASSA 0.00 X 114713 0 8475 3313526 0 764984 50 1 1 0 PYRAMID CONSTRUCTION SERVICES INC 840 NORTH FRONT STREET WORMLEYSBURG PA 17043 CONSTRUCTION 756643 POOLE ANDERSON CONSTRUCTION LLC 2121 OLD GATESBURG ROAD STATE COLLEGE PA 16803 CONSTRUCTION 708197 TUCKEY MECHANICAL SERVICES INC 140 STOVER DRIVE CARLISLE PA 17013 MECHANICAL/RESTORATION 355507 ROYALL & COMPANY 1920 EAST PARHAM ROAD RICHMOND VA 23228 MARKETING 231250 SIEMENS INDUSTRY INC 7850 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CONSTRUCTION 215207 18 61000 1638402 9929719 278496 11629121 TUITION AND FEES 900099 99877837 99877837 ROOM AND BOARD 721310 20887953 20887953 OTHER AUXILIARY SERVIC 721000 7430039 7222629 165626 41784 PROGRAM-RELATED INVEST 523000 93819 93819 128289648 2799323 2799323 79651 79651 20159132 7174 14919955 90292 5239177 -83118 5156059 5156059 OTHER REVENUES 900099 2696088 2640643 55445 2696088 150649890 130722881 221071 8076817 59800 59800 33225020 33225020 3117045 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REFUNDABLE 2264448 OBLIGATIONS UNDER CAPITAL LEASES 2156825 9456337 150649890 145604207 5045683 46468255 46468255 51513938 159789356 46468255 -36282872 10185383 149603973 1045917 1045917 150649890 108275418 0 108275418 37328789 37328789 145604207 PART III, LINE 4: THE EMIL R. WEISS CENTER FOR THE ARTS HOUSES THE TROUT GALLERY, WHICH IS USED FOR A VARIETY OF EXHIBITIONS, LECTURES, AND DEMONSTRATIONS RELATING TO THE COLLEGE'S FINE ARTS COLLECTION. THE TROUT GALLERY SERVES AS A CONTINUOUS DISPLAY OF ART EXHIBITS AND IS LOCATED IN SUCH AN AREA OF THE CAMPUS SO AS TO STIMULATE GENERAL STUDENT INTEREST AND BE A SERVICE TO THE HUMANITIES. PART IV, LINE 2B: FUNDS HELD IN CUSTODY FOR OTHERS INCLUDE FUNDS RECEIVED FROM OFFICIALLY RECOGNIZED STUDENT ORGANIZATIONS AND OTHER ORGANIZATIONS SPECIFICALLY APPROVED BY THE TREASURER'S OFFICE. RELATED ASSETS ARE REPORTED ON FORM 990, PART X AND ARE ACCOUNTED FOR IN A MANNER CONSISTENT WITH THE COLLEGE'S REPORTING SYSTEM. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 860 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING FINANCIAL AID, FACULTY SALARIES AND BENEFITS, LIBRARY RESOURCES, BUILDING MAINTENANCE, STUDENT LOANS, AND OTHER SUPPORT. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE COLLEGE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT EXCEED THE ENDOWMENT SPENDING RATE PLUS INFLATION, DEFINED AS THE CONSUMER PRICE INDEX PLUS 1%, WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK. SPENDING FROM THE ENDOWMENT PROVIDES APPROXIMATELY 8% OF DICKINSON'S OPERATING BUDGET REVENUES, OR ABOUT $8.4 MILLION PER YEAR. THE POOLED ENDOWMENT POSTED RETURNS OF 20.2% FOR THE FISCAL YEAR ENDED JUNE 30, 2011, AND HAS AVERAGED AN ANNUAL RETURN OF 7.0% OVER THE LAST DECADE, PLACING THE COLLEGE IN THE TOP QUARTILE OF PERFORMANCE FOR HIGHER EDUCATION ENDOWMENTS (ACCORDING TO THE 2011 NACUBO-COMMONFUND STUDY OF ENDOWMENTS). DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE COLLEGE HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISIONS FOR INCOME TAXES HAVE BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE COLLEGE AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE COLLEGE HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE COLLEGE, AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COLLEGE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: STUDENT AID OFFSETTING REVENUES IN FINANCIAL STATEMENTS -36,282,872. PART XIII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID INCLUDED WITH GRANTS ON THE 990 36,282,872. INVESTMENT FEES OFFSETTING REVENUES IN THE FINANCIAL STATEMENTS 1,045,917. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE COLLEGE'S POLICY ON NONDISCRIMINATION IS INCLUDED IN ALL PRINTED SOLICITATION MATERIALS AND IS MAINTAINED FOR PUBLIC ACCESS VIA THE COLLEGE WEB SITE EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 BEYOND THE NUMEROUS INDIVIDUAL RESEARCH GRANTS AWARDED TO OUR FACULTY, DICKINSON COLLEGE HAS RECEIVED SEVERAL NATIONALLY COMPETITIVE INSTITUTIONAL AWARDS IN RECENT YEARS. THESE GRANTS ARE SIGNIFICANT NOT ONLY BECAUSE OF THE FUNDING THEY PROVIDE TO SUPPORT PEDAGOGICAL INNOVATION AND NEW PROGRAM INITIATIVES, BUT ALSO BECAUSE THEY PROVIDE EXTERNAL VALIDATION FOR THE EXCELLENCE OF OUR ACADEMIC ENTERPRISE. THEY REFLECT THE COLLEGE'S STRATEGIC VISION OF AN ACADEMIC CURRICULUM THAT COMBINES A STRONG COMMITMENT TO THE BEST TRADITIONS OF THE LIBERAL ARTS WITH A DESIRE TO INNOVATE AND INTRODUCE PROGRAMMING THAT SPEAKS TO CONTEMPORARY CONCERNS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 50081873 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS AND OTHER ASSISTANCE 71230 CENTRAL AMERICA AND THE CARIBBEAN 0 0 RESEARCH AND DEVELOPMENT 1500 EAST ASIA AND THE PACIFIC 0 33 PROGRAM SERVICES GLOBAL STUDY ABROAD PROGRAMS 1547403 EAST ASIA AND THE PACIFIC 0 0 GRANTS AND OTHER ASSISTANCE 691100 EAST ASIA AND THE PACIFIC 0 0 RESEARCH AND DEVELOPMENT 14100 EAST ASIA AND THE PACIFIC 0 0 ADMISSIONS RECRUITING 4506 EUROPE (INCLUDING ICELAND & GREENLAND) 5 158 PROGRAM SERVICES GLOBAL STUDY ABROAD PROGRAMS 5652521 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS AND OTHER ASSISTANCE 1882723 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 499171 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 RESEARCH AND DEVELOPMENT 65651 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING 9097 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 ADMISSIONS RECRUITING 5111 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS AND OTHER ASSISTANCE 144233 MIDDLE EAST AND NORTH AFRICA 0 8 PROGRAM SERVICES GLOBAL STUDY ABROAD PROGRAMS 38229 MIDDLE EAST AND NORTH AFRICA 0 0 RESEARCH AND DEVELOPMENT 2724 NORTH AMERICA 0 0 RESEARCH AND DEVELOPMENT 14420 RUSSIA & THE NEWLY INDEPENDENT STATES 0 17 PROGRAM SERVICES GLOBAL STUDY ABROAD PROGRAMS 179607 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 GRANTS AND OTHER ASSISTANCE 54454 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 RESEARCH AND DEVELOPMENT 1500 SOUTH AMERICA 0 0 GRANTS AND OTHER ASSISTANCE 149860 SOUTH AMERICA 0 0 RESEARCH AND DEVELOPMENT 40890 SOUTH ASIA 0 0 GRANTS AND OTHER ASSISTANCE 37385 SOUTH ASIA 0 0 RESEARCH AND DEVELOPMENT 2711 SUB-SAHARAN AFRICA 0 48 PROGRAM SERVICES GLOBAL STUDY ABROAD PROGRAMS 271688 SUB-SAHARAN AFRICA 0 0 GRANTS AND OTHER ASSISTANCE 86060 191 73 264 58064233 3485514 61549747 INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS STUDYING ABROAD CENTRAL AMERICA AND THE CARIBBEAN 7 71230 NON-CASH CREDIT TO STUDENT ACCOUNTS OTHER INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS STUDYING ABROAD EAST ASIA AND THE PACIFIC 45 691100 NON-CASH CREDIT TO STUDENT ACCOUNTS OTHER INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS STUDYING ABROAD EUROPE (INCLUDING ICELAND & GREENLAND) 126 1882723 NON-CASH CREDIT TO STUDENT ACCOUNTS OTHER INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS STUDYING ABROAD MIDDLE EAST AND NORTH AFRICA 13 144233 NON-CASH CREDIT TO STUDENT ACCOUNTS OTHER INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS STUDYING ABROAD RUSSIA & THE NEWLY INDEPENDENT STATES 6 54454 NON-CASH CREDIT TO STUDENT ACCOUNTS OTHER INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS STUDYING ABROAD SOUTH AMERICA 13 149860 NON-CASH CREDIT TO STUDENT ACCOUNTS OTHER INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS STUDYING ABROAD SOUTH ASIA 4 37385 NON-CASH CREDIT TO STUDENT ACCOUNTS OTHER INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS STUDYING ABROAD SUB-SAHARAN AFRICA 13 86060 NON-CASH CREDIT TO STUDENT ACCOUNTS OTHER 1 0 1 1 1 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE COLLEGE'S INSTITUTIONAL METHODOLOGY USED TO DETERMINE ELIGIBILITY FOR GRANT FUNDS IS OUTLINED IN SCHEDULE I, PART IV. GRANT FUNDS PROVIDED TO INDIVIDUALS OUTSIDE OF THE UNITED STATES INCLUDE FINANCIAL AID AWARDS FOR STUDENTS STUDYING ABROAD. X X X X X X 1 CHARITABLE DEVELOPMENT CONSULTING PO BOX 1486 FREDERICK MD 21702 STRATEGIC CONSULTING FOR PLANNED GIVING 0 0 38352 -38352 38352 -38352 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 DOWNTOWN CARLISLE ASSOCIATION 53 WEST SOUTH STREET CARLISLE PA 17013 232224862 501(C)(3) 51500 FMV GENERAL COMMUNITY SUPPORT 1 0 INSTITUTIONAL SCHOLARSHIPS FOR STUDENTS 1456 33165827 OTHER NON-CASH CREDIT TO STUDENT ACCOUNTS ACADEMIC AWARDS AND FELLOWSHIPS FOR STUDENTS 111 59193 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DURING 2010-11, 62% OF THE TOTAL DICKINSON STUDENT BODY RECEIVED FINANCIAL AID FROM THE COLLEGE. SINCE MOST OF THE COLLEGE'S GRANT AWARDS ARE MADE TO STUDENTS WITH DEMONSTRATED FINANCIAL NEED, THE MAJORITY OF THESE FUNDS SUPPLEMENTED THE CONTRIBUTION THAT ELIGIBLE FAMILIES MADE TOWARD TUITION, FEES, ROOM AND BOARD CHARGES. THE COLLEGE'S INSTITUTIONAL METHODOLOGY USED TO DETERMINE ELIGIBILITY FOR GRANT FUNDS CONSIDERS ADDITIONAL FACTORS BEYOND THE DATA ITEMS REQUESTED ON THE FAFSA. THESE INCLUDE (BUT ARE NOT LIMITED TO) HOME EQUITY, A CONTRIBUTION FROM THE NONCUSTODIAL PARENT, AND IN THE CASE OF A FAMILY WITH MORE THAN ONE STUDENT IN COLLEGE, AN EVALUATION OF THE ACTUAL COSTS INVOLVED IN SUPPORTING THE OTHER STUDENT(S). PARENTS IN COLLEGE AND SIBLINGS IN GRADUATE SCHOOL ARE NOT NORMALLY COUNTED AS OTHER FAMILY MEMBERS IN COLLEGE. DICKINSON EXPECTS EACH FINANCIAL AID RECIPIENT TO WORK DURING THE SUMMER AND CONTRIBUTE A MINIMUM OF $1,750 TOWARD COLLEGE COSTS. STUDENTS ARE ALSO EXPECTED TO CONTRIBUTE A PORTION OF THEIR ASSETS EACH YEAR FOR EDUCATIONAL EXPENSES. SOME STUDENTS RECEIVE EDUCATIONAL BENEFITS FROM GOVERNMENTAL AGENCIES SUCH AS THE VETERANS' ADMINISTRATION AND STATE BUREAUS OF VOCATIONAL REHABILITATION OR FROM PARENTS' EMPLOYERS IN THE FORM OF TUITION REMISSION. SUCH BENEFITS MUST BE TAKEN INTO CONSIDERATION WHEN DETERMINING THE FINANCIAL AID PACKAGE. THE FINANCIAL AID AWARD NOTICE WILL LIST ALL THE FINANCIAL AID PROGRAMS FOR WHICH THE STUDENT IS ELIGIBLE. THE AMOUNT OF FINANCIAL AID THAT THE STUDENT RECEIVES FROM THESE PROGRAMS DEPENDS ON THE STUDENT'S COMPUTED NEED. THE AMOUNT OF DICKINSON GRANT AND SCHOLARSHIP AID MAY ALSO BE INFLUENCED BY THE ACADEMIC ACHIEVEMENT AND PROMISE OF THE APPLICANT. STUDENTS' FINANCIAL NEED IS RECALCULATED FOR EACH YEAR OF ATTENDANCE; AS A RESULT, AWARDED AMOUNTS OF NEED-BASED AID MAY VARY AS NEED CHANGES. THE COLLEGE ATTEMPTS TO MAINTAIN APPROXIMATELY THE SAME AMOUNT OF DICKINSON GRANT FUNDS FROM YEAR TO YEAR UNLESS NEED CHANGES SIGNIFICANTLY. THE STUDENT IS REQUIRED TO SUBMIT A PROFILE APPLICATION IF, AS A RESULT OF A SIGNIFICANT CHANGE IN FAMILY CIRCUMSTANCES, ADDITIONAL ASSISTANCE IS BEING REQUESTED. OTHER INFORMATION: PART IV: SCHEDULE I, PART III: GRANTS AND ASSISTANCE ARE APPLIED TO STUDENT ACCOUNTS AFTER THE START OF EACH SEMESTER OR TERM. DOMESTIC GRANTS AND ASSISTANCE TO INDIVIDUALS REPORTED ON SCHEDULE I INCLUDE FINANCIAL AID PROVIDED TO STUDENTS STUDYING AT THE MAIN CAMPUS IN CARLISLE OR AT OTHER DOMESTIC PROGRAM LOCATIONS. FOREIGN GRANTS AND ASSISTANCE TO INDIVIDUALS REPORTED ON SCHEDULE F INCLUDE FINANCIAL AID PROVIDED TO STUDENTS STUDYING ABROAD. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 WILLIAM G DURDEN 532264 0 0 0 26035 0 62082 0 41358 0 661739 0 0 0 ANNETTE S PARKER 217847 0 0 0 3096 0 36429 0 12883 0 270255 0 0 0 DAVID S WALKER 140744 0 0 0 704 0 10636 0 17444 0 169528 0 0 0 NEIL B WEISSMAN 272434 0 0 0 6933 0 42674 0 12946 0 334987 0 0 0 DONALD A HASSELTINE 206419 0 0 0 16893 0 35576 0 21125 0 280013 0 0 0 JOHN A WEIS 200527 0 0 0 5380 0 33073 0 46805 0 285785 0 0 0 STEPHANIE S BALMER 193292 0 0 0 413 0 30561 0 14868 0 239134 0 0 0 ROBERT E RENAUD 163969 0 0 0 2322 0 27299 0 11480 0 205070 0 0 0 KENNETH E SHULTES 163646 0 0 0 547 0 12133 0 16080 0 192406 0 0 0 DANA E SCADUTO 213888 0 0 0 23429 0 37256 0 1673 0 276246 0 0 0 BRIAN J WHALEN 158651 0 0 0 1202 0 11724 0 65614 0 237191 0 0 0 HAROLD L POHLMAN 134620 0 0 0 6594 0 10143 0 14890 0 166247 0 0 0 SUSAN D ROSE 136086 0 0 0 2094 0 9250 0 53899 0 201329 0 0 0 ROBERT P WINSTON 127061 0 0 0 2174 0 8016 0 17049 0 154300 0 0 0 ROBERT J MASSA 0 0 0 0 114713 0 7955 0 520 0 123188 0 52850 0 PART I, LINE 1A THE PRESIDENT AND HIS SPOUSE SERVE AS AMBASSADORS FOR THE COLLEGE AND FULFILL A KEY ADMINISTRATIVE ROLE IN COLLEGE ADVANCEMENT AND FUNDRAISING EFFORTS. THE PRESIDENT'S SPOUSE SERVES IN THE ROLE OF COLLEGE RELATIONS OFFICER. TRAVEL RELATED ONLY TO THE RESPONSIBILITIES OF THIS FUNCTION IS REIMBURSED IN ACCORDANCE WITH THE COLLEGE'S WRITTEN PROCUREMENT GUIDELINES AND IS NOT REPORTED AS TAXABLE COMPENSATION TO THE PRESIDENT. TRAVEL OUTSIDE OF THIS FUNCTION IS NOT REIMBURSED. COLLEGE-OWNED HOUSING IS PROVIDED TO THE PRESIDENT AS A CONDITION OF EMPLOYMENT. THE HOUSEHOLD MANAGER OF THE PRESIDENT'S HOUSE IS RESPONSIBLE FOR KEEPING THE HOUSE SECURE, WELL-MAINTAINED, AND PHYSICALLY AND AESTHETICALLY COMFORTABLE FOR THE RESIDENTS AND VISITORS. THIS FULL-TIME POSITION IS ALSO RESPONSIBLE FOR SUPERVISING HOUSEKEEPERS, PROJECT CREWS, CATERING CREWS, OUTSIDE VENDORS PERFORMING WORK ON THE PROPERTY AND IN THE HOUSE, AND HOME REPAIR AND IMPROVEMENT CREWS. THE FAIR VALUE OF HOUSING AND RELATED SERVICES ARE REPORTED UNDER 'NONTAXABLE BENEFITS' IN PART II. PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY 232243852 70917NYH1 2003-10-23 13585595 REFINANCING 0 0 0 MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY 232447147 613603RZ4 2006-05-18 44091361 REFINANCING AND CONSTRUCTION 0 0 0 CUMBERLAND COUNTY MUNICIPAL AUTHORITY 236003119 23061NBX4 2007-06-01 23675635 CONSTRUCTION 0 0 0 CUMBERLAND COUNTY MUNICIPAL AUTHORITY 236003119 23061NCP0 2008-03-31 18277445 REFINANCING 0 0 0 13643539 1209279 11815000 178335 414099 26826 2003 1 0 1 1 44443327 4145030 20700216 438999 297905 18861177 2007 0 1 1 1 24328875 266878 392000 23669997 2008 0 0 1 1 18277454 9 18048311 228798 336 2008 1 1 1 1 0 0 0 0 0.00000 0.00010 0.00010 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE TOTAL PROCEEDS OF EACH ISSUE DIFFER FROM THE ISSUE PRICE DUE TO ACCRUED INTEREST RECEIVED AT CLOSING, INVESTMENT EARNINGS ON FUNDS HELD BY THE TRUSTEE, OR A COMBINATION THEREOF. CUMBERLAND COUNTY MUNICIPAL AUTHORITY 236003119 23061NCR6 2009-09-30 10000000 CONSTRUCTION 0 0 0 CUMBERLAND COUNTY MUNICIPAL AUTHORITY 236003119 230614DT3 2009-09-30 5000000 CONSTRUCTION 0 0 0 10000370 1 120141 9880228 2010 0 0 0 1 5000909 61648 4183183 756078 0 0 0 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 DONALD A HASSELTINE BRIDGE LOAN FOR HOME PURCHASE X 25000 17957 0 0 1 ROBERT J MASSA ADVANCE FUNDING FOR EARLY RETIREMENT PLAN LIABILITIES X 124118 124947 0 0 1 NICKOLAS G STAMOS ADVANCE FUNDING FOR EARLY RETIREMENT PLAN LIABILITIES X 44342 44616 0 0 1 187520 ELKE F DURDEN FAMILY 30153 EMPLOYMENT OF FAMILY MEMBER OF WILLIAM G DURDEN, OFFICER AND TRUSTEE 0 REBECCA T BLISS FAMILY 45708 EMPLOYMENT OF FAMILY MEMBER OF DONALD A HASSELTINE, KEY EMPLOYEE 0 MEGHAN E JONES FAMILY 16797 EMPLOYMENT OF FAMILY MEMBER OF JOHN E. JONES III, TRUSTEE 0 X 2 23900 APPRAISED VALUE X 1491 COMPARABLE SALES X 53 224962 FAIR MARKET VALUE X COMPUTERS/EQUIP 3 28143 COMPARABLE SALES 4 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED IN PART I COLUMN (B) IS BASED ON THE NUMBER OF DONATIONS TO THE COLLEGE, AS OPPOSED TO THE NUMBER OF ITEMS DONATED. THIRD PARTY USE: PART I, LINE 32B: MORGAN STANLEY'S BROKERAGE FIRM PROCESSES AND SELLS STOCK GIFTS RECEIVED BY THE COLLEGE. FORM 990, PART I, LINE 6 APPROXIMATELY 2,775 INDIVIDUALS PROVIDED VOLUNTEER SERVICES FOR THE COLLEGE ON A PART-TIME BASIS DURING FISCAL YEAR 2010-11. IN ADDITION TO MEMBERS OF THE BOARD OF TRUSTEES AND CAMPAIGN STEERING COMMITTEE, THE DICKINSON VOLUNTEER NETWORK INCLUDES OPPORTUNITIES IN ADMISSIONS, ADVANCEMENT, COLLEGE RELATIONS AND THE CAREER CENTER. FORM 990, PART V, LINE 1A THE TOTAL NUMBER OF FORMS SUBMITTED INCLUDES 1098-T (2,674), 1099-MISC (448), AND 1099-R (49). FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE CONTROLLER IN CONSULTATION WITH VARIOUS DEPARTMENTS ON CAMPUS. THE DRAFT 990 IS PRESENTED TO THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, ALONG WITH THE COLLEGE'S TAX REVIEWERS AT KPMG LLP. UPON COMPLETION OF THE REVIEW AND ASSOCIATED REVISIONS, THE DRAFT 990 IS REVIEWED WITH THE SUBCOMMITTEE ON AUDIT AND COMPLIANCE VIA CONFERENCE CALL (AN ELECTRONIC COPY OF THE DRAFT IS PROVIDED TO EACH SUBCOMMITTEE MEMBER PRIOR TO THE CALL). THE FINAL DRAFT 990 IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD VIA THE TRUSTEE WEBSITE, BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, OFFICER, OR DESIGNATED PERSON IS EXPECTED TO REPORT PROMPTLY TO THE PRESIDENT OF THE COLLEGE OR TO THE CHAIRMAN OF THE BOARD OF TRUSTEES THE EXISTENCE OF ANY BUSINESS RELATIONSHIP OR INTEREST, AS IT ARISES, WHICH ACTUALLY OR POTENTIALLY INVOLVES OR MAY APPEAR TO INVOLVE A CONFLICT OF INTEREST. EACH TRUSTEE, OFFICER AND DESIGNATED PERSON IS ASKED TO SIGN A STATEMENT OF DISCLOSURE REFLECTING HIS OR HER AWARENESS AND UNDERSTANDING OF THE COLLEGE'S STATEMENT OF POLICY ON CONFLICTS OF INTEREST, AND COMPLIANCE WITH IT, ON AN ANNUAL BASIS. DESIGNATED PERSONS INCLUDE, BUT ARE NOT LIMITED TO, KEY EMPLOYEES OF THE COLLEGE AS REPORTED ON FORM 990. EACH ACTUAL OR POTENTIAL CONFLICT SHALL BE ADDRESSED ON A CASE-BY-CASE BASIS IN CONTEXT OF THE PERTINENT FACTS. NO CONTRACT OR TRANSACTION BETWEEN THE COLLEGE AND ONE OR MORE OF ITS TRUSTEES, OFFICERS OR DESIGNATED PERSONS SHALL BE VOID OR VOIDABLE SOLELY FOR SUCH REASON AS LONG AS ONE OF THE FOLLOWING CONDITIONS EXISTS: 1. WHERE THE NATURE OF THE CONFLICT IS SUCH THAT THE INDIVIDUAL INVOLVED IS NOT ABLE TO DISCLOSE THE DETAILS THEREOF WITHOUT BREACHING OTHER CONFIDENCES, HE MUST, UPON NOTICE TO THE PRESIDENT OF THE COLLEGE OR THE CHAIRMAN OF THE BOARD OF TRUSTEES, REMOVE HIMSELF FROM ALL MEETINGS, DISCUSSIONS, DELIBERATIONS AND ACTIONS AT WHICH THE MATTER IS CONSIDERED; 2. THE MATERIAL FACTS AS TO SUCH RELATIONSHIP OR INTEREST, AND AS TO THE CONTRACT OR TRANSACTION, ARE DISCLOSED OR ARE KNOWN TO THE BOARD AND THE BOARD IN GOOD FAITH AUTHORIZES THE CONTRACT OR TRANSACTION BY THE AFFIRMATIVE VOTES OF A MAJORITY OF THE DISINTERESTED TRUSTEES, EVEN THOUGH THE DISINTERESTED TRUSTEES ARE LESS THAN A QUORUM; OR 3. THE CONTRACT OR TRANSACTION IS FAIR AS TO THE COLLEGE AS OF THE TIME IT IS AUTHORIZED, APPROVED OR RATIFIED BY THE BOARD. COMMON OR INTERESTED TRUSTEES MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF TRUSTEES WHICH AUTHORIZES A CONTRACT OR TRANSACTION. WHEN IT IS CONCLUDED THAT A CONFLICT ACTUALLY OR POTENTIALLY EXISTS, AND THE ABOVE PROCESS TO ADDRESS THE CONFLICT HAS NOT BEEN FOLLOWED, ACTION MAY INCLUDE SUSPENSION IN WHOLE OR IN PART OF THE INDIVIDUAL'S DUTIES WITH THE COLLEGE FOR SUCH PERIOD OF TIME AND/OR AS TO SUCH MATTERS AS MAY BE DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES, OR REQUESTING THE RESIGNATION OF THE INDIVIDUAL FROM THE BOARD OR FROM THE OFFICE OR EXCLUDING THE INDIVIDUAL WITH THE CONFLICT FROM ALL MEETINGS, DISCUSSIONS, DELIBERATIONS, ACTIONS OR VOTES RELATED TO THE SUBJECT OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE SUBCOMMITTEE ON EXECUTIVE COMPENSATION MEETS ON AN ANNUAL BASIS TO REVIEW THE TOTAL COMPENSATION PACKAGES FOR THE PRESIDENT AND SENIOR OFFICERS. PRIOR TO THE MEETING, THE VICE PRESIDENT FOR HUMAN RESOURCE SERVICES PROVIDES THE SUBCOMMITTEE WITH COMPARATIVE COMPENSATION DATA FROM TWO SEPARATE HIGHER EDUCATION EXECUTIVE COMPENSATION SURVEYS. AFTER THE MEETING, THE BOARD CHAIR PREPARES A COMPENSATION LETTER, NOTING THE AGREED-UPON SALARY AND BENEFITS PACKAGE FOR THE PRESIDENT, AND CONFIRMING THAT THE SUBCOMMITTEE REVIEWED THE COMPENSATION AND COMPARABLES FOR POSITIONS THAT REPORT TO THE PRESIDENT (THE PRESIDENT APPROVES ANY CHANGES TO THE COMPENSATION OF SENIOR OFFICERS). THE COMPENSATION LETTER IS PROVIDED TO THE VICE PRESIDENT FOR HUMAN RESOURCE SERVICES TO CARRY OUT THE CHANGES FOR THE UPCOMING FISCAL YEAR (IF ANY). THE VICE PRESIDENT FOR HUMAN RESOURCE SERVICES MAINTAINS THE ORIGINAL COPY OF THE COMPENSATION LETTER, ALONG WITH ALL OTHER INFORMATION PROVIDED TO THE SUBCOMMITTEE IN SUPPORT OF THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023, 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. IN ADDITION, THE COLLEGE'S AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE DICKINSON COLLEGE WEBSITE. COMPENSATION FOR THOMAS A.K. QUEENAN FORM 990, PART VII, SECTION A THOMAS A.K. QUEENAN JOINED THE COLLEGE AS VICE PRESIDENT FOR FINANCE AND ADMINISTRATION ON FEBRUARY 1, 2011. THOMAS WAS REPORTED UNDER PART VII AS AN OFFICER OF THE COLLEGE DURING FISCAL YEAR 2010-2011, BUT DID NOT EARN ANY COMPENSATION DURING CALENDAR YEAR 2010, WHICH IS THE TIME PERIOD CONSIDERED FOR PART VII COMPENSATION REPORTING. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 46,468,255. DICKINSON COLLEGE EMPLOYEE VEBA TRUST PO BOX 1773 CARLISLE PA 17013 043838462 VEBA TRUST PA 501(C)(9) N/A DICKINSON COLLEGE 0 DICKINSON COLLEGE EMPLOYER VEBA TRUST PO BOX 1773 CARLISLE PA 17013 043838439 VEBA TRUST PA 501(C)(9) N/A DICKINSON COLLEGE 0 JDB CHARITABLE REMAINDER UNITRUST WELLS FARGO BANK NA 123 S BROAD STR PHILADELPHIA PA 19109 912142518 ANNUITY PA N/A T 155063 0.63400 RPL CHARITABLE REMAINDER UNITRUST WELLS FARGO BANK NA 123 S BROAD STR PHILADELPHIA PA 19109 456539305 ANNUITY PA N/A T 119520 0.75890 WGM CHARITABLE REMAINDER UNITRUST WELLS FARGO BANK NA 123 S BROAD STR PHILADELPHIA PA 19109 912129815 ANNUITY PA N/A T 696995 0.73060 SWW CHARITABLE REMAINDER UNITRUST WELLS FARGO BANK NA 123 S BROAD STR PHILADELPHIA PA 19109 236605466 ANNUITY PA N/A T 90088 0.87210 DICKINSON COLLEGE POOLED INCOME FUND WELLS FARGO BANK NA 123 S BROAD STR PHILADELPHIA PA 19109 236661501 ANNUITY PA N/A T 172566 0.67920 SWW LIFE INCOME AGREEMENT WELLS FARGO BANK NA 123 S BROAD STR PHILADELPHIA PA 19109 236606678 ANNUITY PA N/A T 249161 0.95630 BWC TRUST 14334 STILTON CIRCLE SILVER SPRING MD 20905 520663103 PERPETUAL TRUST MD N/A T 59573 1896910 1.00000 GLB TRUST MT BANK ONE MT PLAZA 8TH FLOOR BUFFALO NY 14203 236508108 PERPETUAL TRUST PA N/A T 814 43881 1.00000 DWH TRUST MT BANK ONE MT PLAZA 8TH FLOOR BUFFALO NY 14203 256482126 PERPETUAL TRUST PA N/A T 5758 220620 0.50000 JWK TRUST WELLS FARGO BANK NA 123 S BROAD STR PHILADELPHIA PA 19109 236645755 PERPETUAL TRUST PA N/A T 126766 2063379 1.00000 MDL TRUST BNY MELLON NA PO BOX 185 PITTSBURGH PA 15230 236225772 PERPETUAL TRUST PA N/A T 501 27344 1.00000 JFH TRUST MT BANK ONE MT PLAZA 8TH FLOOR BUFFALO NY 14203 236480244 PERPETUAL TRUST PA N/A T 11199 566043 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 DICKINSON COLLEGE EMPLOYER VEBA TRUST Q 199313 COST