2012-05-11T10:52:29-05:00 2011-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2010-07-01 231352635 FRANKLIN & MARSHALL COLLEGE FRAN 7172913925 PO BOX 3003 LANCASTER PA 176043003 David Proulx 7173584756 2012-05-10 true 7032868000 2010 2016-02-24 21:20:13Z DANIEL R PORTERFIELD PHD PO BOX 3003 LANCASTER PA 176043003 255851282 false X WWW.FANDM.EDU X 1787 PA FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL EDUCATION. (SEE FULL MISSION STATEMENT ATTACHED ON SCHEDULE O.) 39 36 2419 1755 374122 0 24592430 16542184 109057162 119430756 6163831 16999601 1772856 1873412 141586279 154845953 25511634 29294980 0 0 58888352 65940812 0 0 5640511 46844120 49501162 131244106 144736954 10342173 10108999 601307900 652912539 171980295 173760847 429327605 479151692 X FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL EDUCATION. (SEE FULL MISSION STATEMENT ATTACHED ON SCHEDULE O.) false false 42426157 53819 99526767 INSTRUCTION. THE COLLEGE GRANTS BACHELOR OF ARTS DEGREES. TOTAL FULL-TIME EQUIVALENT UNDERGRADUATE ENROLLMENT OF THE COLLEGE WAS APPROXIMATELY 2,304 STUDENTS. 541 STUDENTS GRADUATED IN MAY 2011. 29605577 28564408 63411 FINANCIAL AID. APPROXIMATELY 61% OF STUDENTS RECEIVED SOME FORM OF FINANCIAL AID DURING THE 2010-2011 SCHOOL YEAR. 14800555 263476 9570 STUDENT SERVICES. THE COLLEGE PROVIDES SERVICES SUCH AS AN INFIRMARY, COUNSELING, CAREER SERVICES, AND STUDENT ACTIVITIES TO EACH STUDENT. 23909202 413277 19993608 110741491 true true false true false false true true true true true false false true true false true true false true true true false false false false true true true true false false false false false false true true false true true true false false false true true true false false true 519 0 true 2419 true true true true UK false false false false true 1 false false false X 39 36 true false true false false false false true true false false true true true true true true true true true false CA PA X GREGORY L FULMER 7173584794 FRANKLIN MARSHALL COLLEGE OLD MA LANCASTER PA 17603 X REED D AUERBACH 2.0 X 0 0 0 PAMELA G BAILEY 2.0 X 0 0 0 THOMAS E BEEMAN 2.0 X 0 0 0 LAWRENCE I BONCHEK 4.0 X X 0 0 0 STANLEY M BRAND ESQ 2.0 X 0 0 0 ROBERT J BROOKS SR 2.0 X 0 0 0 JOHN F BURNESS 60.0 X X 189808 0 72444 DANIEL B BURTON 4.0 X X 0 0 0 ROBERT D CARL III 2.0 X 0 0 0 DAVID L ELGART 2.0 X 0 0 0 ROBERT L FREEDMAN 2.0 X 0 0 0 RICHARD M FULLER 2.0 X 0 0 0 WILLIAM H GRAY III 2.0 X 0 0 0 BRIAN HARD 2.0 X 0 0 0 PATRICIA E HARRIS 2.0 X 0 0 0 BRETT S HARWOOD 2.0 X 0 0 0 SUSAN K KLEHR 2.0 X 0 0 0 ANTHONY I KREISEL 2.0 X 0 0 0 BARRY S LAFER ESQ 2.0 X 0 0 0 STANLEY L LEVIN 2.0 X 0 0 0 ARTHUR J MACBRIDE III 2.0 X 0 0 0 DOUGLAS J MCCORMACK ESQ 2.0 X 0 0 0 KENNETH B MEHLMAN 2.0 X 0 0 0 ERIC W NOLL 2.0 X 0 0 0 RAYMOND A SANSEVERINO ESQ 2.0 X 0 0 0 LAURENCE A SHADEK 2.0 X 0 0 0 HENRY B DUP SMITH 2.0 X 0 0 0 ROBERT H SMITH 2.0 X 0 0 0 WILEY W SOUBA MD 2.0 X 0 0 0 ANDREW P STEFFAN 4.0 X X 0 0 0 H ART TAYLOR ESQ 2.0 X 0 0 0 SUSAN L WASHBURN 4.0 X X 0 0 0 COLLEEN R WEIS 2.0 X 0 0 0 BENJAMIN J WINTER 4.0 X X 0 0 0 FRANCES D WOLF 2.0 X 0 0 0 W KIRK WYCOFF 2.0 X 0 0 0 LINDA YARDEN 2.0 X 0 0 0 DOUGLAS H EVANS ESQ 2.0 X 0 0 0 ERIC C RACKOW 2.0 X 0 0 0 JOHN L ROSENTHAL 2.0 X 0 0 0 DANIEL R PORTERFIELD 60.0 X X 0 0 0 KEITH ORRIS 60.0 X 259326 0 77573 LEWIS E THAYNE 60.0 X 256041 0 79739 ANN STEINER 60.0 X 206562 0 91395 HELEN Y BOWMAN 60.0 X 232044 0 71032 KENT TRACHTE 60.0 X 185402 0 51765 NANCY COLLINS 60.0 X 177814 0 52219 THOMAS J KINGSTON JR 60.0 X 0 0 0 SARA HARBERSON 60.0 X 122836 0 24611 RICHARD A FLUCK 40.0 X 167935 0 39679 MARIANNE L KELLY 40.0 X 163134 0 17895 D GRIER STEPHENSON 40.0 X 159565 0 37667 STANLEY A MERTZMAN 40.0 X 157311 0 35220 CLAUDE YODER 40.0 X 163228 0 35232 JOHN A FRY 60.0 X 1065158 0 99333 3506164 0 785804 68 true true false WOHLSENTURNER CONSTRUCTION COMPANY 1835 MARKET ST 21ST FL PHILADELPHIA PA 19103 GEN MGR-CONSTRUCTION 13253464 SODEXO INC AND AFFILIATES 4880 PAYSHERE CIRCLE CHICAGO IL 60674 FOOD SVCS MGMT 5250721 ARAMARK 135 NEW ROAD PO BOX 33170 NEWARK NJ 07188 JANITORIAL SVCS 1779031 JAMES STREET HOUSING LP 595 EAST LANCASTER AVENUE 203 ST DAVIDS PA 19087 HOUSING RENTAL 1743250 WOHLSEN CONSTRUCTION COMPANY 548 STEEL WAYPO BOX 7066 LANCASTER PA 176047066 GEN MGR-CONSTRUCTION 2941120 28 0 2841577 13700607 1887799 16542184 TUITION AND FEES 900099 99526767 99526767 AUXILIARY OPERATIONS 721310 19840462 19059018 374122 407322 COMPUTER STORE 900099 116 116 STUDENT LOAN INCOME 900099 63411 63411 119430756 4240758 4240758 3 3 1303 1303 196304 73974 122330 122330 122330 113690195 100931355 12758840 12758840 12758840 0 0 0 PROJECT REIMBURSEMENTS 900099 425431 425431 RESEARCH 900099 594639 594639 MISCELLANEOUS 900099 271851 271851 457858 257831 200027 1749779 154845953 119332458 374122 18597189 294338 294338 23672614 23672614 5328028 5328028 0 2555222 616729 1425550 512943 122032 122032 42292410 32979637 7042928 2269845 4074181 3115263 721173 237745 13768727 11018442 1880284 870001 3128240 2359344 590978 177918 0 328795 37960 290835 107245 107245 0 0 1085708 1085708 10107126 6371855 3459469 275802 38423 26013 12410 3224922 1995360 881000 348562 1509391 214887 1286245 8259 0 5695292 3085720 2609572 2137471 1655461 302527 179483 0 77491 40990 33543 2958 6479107 3888421 2586516 4170 0 6780645 5258892 1139727 382026 488035 216871 271164 OFF CAMPUS PROGRAMS 2976009 2976009 EQUIPMENT & BOOKS 2538747 2385979 148781 3987 REPAIRS & EQUIPMENT MAINT 2521288 980408 1539342 1538 FOOD 644892 588562 25494 30836 PROGRAM DEVELOPMENT 415936 399923 16013 2344639 1233785 776416 334438 144736954 110741491 28354952 5640511 90740 97322 33765801 23848012 24115165 23288252 1493208 2583919 1340843 1957464 295593122 69297073 207166780 226296049 137357931 125144249 177769211 230968626 14392614 15254936 3815607 3473710 601307900 652912539 7557263 6398175 13309719 12319758 106562574 102660211 3462258 3534538 41088481 48848165 171980295 173760847 X 224720710 254857227 118166389 128992022 86440506 95302443 429327605 479151692 601307900 652912539 X 10108999 39715088 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 139600 139600 false SCHEDULE C, PART II-B, LINE 1I CONSULTING SERVICES TO OBTAIN PENNSYLVANIA STATE AND FEDERAL GOVERNMENT FUNDS FOR LAND USE AND DEVELOPMENT. X X X X false false true 235435090 2599447 47250523 4008962 9943305 1253671 270079122 218624340 9166653 24698126 4237472 11710606 1105951 235435090 298851446 1213383 -63623736 4525919 12139342 1151492 218624340 0.40510 0.59490 false false 19652 13057688 13077340 1143425 232660966 42535635 191268756 43560117 25648577 17911540 5151274 1112861 4038413 226296049 GLOBAL EQUITY 139808326 F GLOBAL FIXED INCOME 30360635 F DIVERSIFYING STRATEGIES 26512779 F REAL ASSETS 21113403 F BENEFICIAL INTEREST IN PERP 13173483 F 230968626 0 POSTRETIREMENT BENEFIT OBLIGAT 20482830 ANNUITY OBLIGATIONS 13300472 GRANTOR TRUST LIABILITY ACCRUAL 8000000 FIN 47 OBLIGATION 6708623 PURCHASE COMMITMENT 348740 MORTGAGE GUARANTEE 7500 48848165 PART III, LINE 1A - TERMS FOR NOT REPORTING ASSETS PER SFAS 116 COLLECTION ITEMS CONSIST 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 COLLECTION'S INSURANCE-APPRAISED VALUE IS APPROXIMATELY $7,486,000. (NOTE: THE VALUE IS $7,207,000 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. DURING FISCAL YEAR 2011, A COLLECTION OF BRONZE FIGURES WERE DEACCESSIONED AND SOLD. THE BRONZES HAD NO DONOR RESTRICTIONS ASSOCIATED WITH THE PROCEEDS, AND THEREFORE ARE REFLECTED AS AN INCREASE IN UNRESTRICTED NET ASSETS ON THE STATEMENT OF ACTIVITIES. NO OTHER COLLECTION ITEMS WERE DEACCESSIONED DURING 2011 OR 2010. THE CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS ON THE STATEMENTS OF ACTIVITIES REPRESENTS PROCEEDS FROM THE SALE OF COLLECTION ITEMS OF $138,000 LESS PURCHASES OF $42,000, AND PURCHASES OF $139,000 FOR THE YEARS ENDED JUNE 30, 2011 AND 2010, RESPECTIVELY. 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 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 THE COLLEGE ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH ASC 740, INCOME TAXES. THE COLLEGE DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED. 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 0 0 Program Services ADMIS RECRUITMENT 12467 Europe (Including Iceland and Greenland) 0 0 Program Services ADMIS RECRUITMENT 2078 Middle East and North Africa 0 0 Program Services ADMIS RECRUITMENT 2493 Russia and the Newly Independent States 0 0 Program Services ADMIS RECRUITMENT 1247 South Asia 0 0 Program Services ADMIS RECRUITMENT 8727 Central America and the Caribbean 0 0 Program Services CONF/RESEARCH/TRAVEL 2151 East Asia and the Pacific 0 0 Program Services CONF/RESEARCH/TRAVEL 18291 Europe (Including Iceland and Greenland) 0 0 Program Services CONF/RESEARCH/TRAVEL 190439 Middle East and North Africa 0 0 Program Services CONF/RESEARCH/TRAVEL 100 North America 0 0 Program Services CONF/RESEARCH/TRAVEL 18907 Russia and the Newly Independent States 0 0 Program Services CONF/RESEARCH/TRAVEL 1677 South Asia 0 0 Program Services CONF/RESEARCH/TRAVEL 3430 South America 0 0 Program Services CONF/RESEARCH/TRAVEL 3733 Sub-Saharan Africa 0 0 Program Services CONF/RESEARCH/TRAVEL 103488 Central America and the Caribbean 0 0 Program Services STUDY ABROAD 64854 East Asia and the Pacific 0 0 Program Services STUDY ABROAD 384916 Europe (Including Iceland and Greenland) 0 0 Program Services STUDY ABROAD 2234356 Middle East and North Africa 0 0 Program Services STUDY ABROAD 55727 South America 0 0 Program Services STUDY ABROAD 86181 South Asia 0 0 Program Services STUDY ABROAD 13465 Sub-Saharan Africa 0 0 Program Services STUDY ABROAD 162417 Central America and the Caribbean 0 0 Investments 135538000 Europe (Including Iceland and Greenland) 0 0 Investments 1168000 Central America and the Caribbean 0 0 Grantmaking 146025 East Asia and the Pacific 0 0 Grantmaking 2241058 Europe (Including Iceland and Greenland) 0 0 Grantmaking 765889 Middle East and North Africa 0 0 Grantmaking 110141 North America 0 0 Grantmaking 2030 Russia and the Newly Independent States 0 0 Grantmaking 143223 South America 0 0 Grantmaking 260565 South Asia 0 0 Grantmaking 951749 Sub-Saharan Africa 0 0 Grantmaking 707348 0 0 0 0 0 0 3053354 142351818 145405172 East Asia/Pacific EXCHANGE PROGRAM ASSISTANCE 15000 WIRE TFR Sub-Saharan Africa SOCCER PROJECT 20398 CHECK 1 1 STUDENT SCHOLARSHIPS Cent. America/Caribbean 3 118071 TUITION RDCT BOOK STUDENT SCHOLARSHIPS East Asia/Pacific 74 1968613 TUITION RDCT BOOK STUDENT SCHOLARSHIPS Europe/Iceland/Greenland 21 636327 TUITION RDCT BOOK STUDENT SCHOLARSHIPS Middle East/North Africa 3 104891 TUITION RDCT BOOK STUDENT SCHOLARSHIPS Russia 4 135723 TUITION RDCT BOOK STUDENT SCHOLARSHIPS South America 6 213011 TUITION RDCT BOOK STUDENT SCHOLARSHIPS South Asia 26 862249 TUITION RDCT BOOK STUDENT SCHOLARSHIPS Sub-Saharan Africa 16 571654 TUITION RDCT BOOK STUDENT LOANS Cent. America/Caribbean 2 6000 TUITION RDCT BOOK STUDENT LOANS East Asia/Pacific 72 243500 TUITION RDCT BOOK STUDENT LOANS Europe/Iceland/Greenland 19 64500 TUITION RDCT BOOK STUDENT LOANS Middle East/North Africa 2 5250 TUITION RDCT BOOK STUDENT LOANS Russia 3 7500 TUITION RDCT BOOK STUDENT LOANS South America 6 19500 TUITION RDCT BOOK STUDENT LOANS South Asia 25 89500 TUITION RDCT BOOK STUDENT LOANS Sub-Saharan Africa 15 49500 TUITION RDCT BOOK STUDENT RESEARCH AND TRAVEL GRANTS Cent. America/Caribbean 8 16704 CHECKS 5250 VENDOR PMT COST STUDENT RESEARCH AND TRAVEL GRANTS East Asia/Pacific 4 13945 CHECKS STUDENT RESEARCH AND TRAVEL GRANTS Europe/Iceland/Greenland 22 48557 CHECKS 16505 VENDOR PMT COST STUDENT RESEARCH AND TRAVEL GRANTS North America 4 2030 CHECKS STUDENT RESEARCH AND TRAVEL GRANTS South America 6 4130 CHECKS 23924 VENDOR PMT COST STUDENT RESEARCH AND TRAVEL GRANTS Sub-Saharan Africa 14 21796 CHECKS 44000 VENDOR PMT COST true false true true false false SCHEDULE F, PART I, 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 II & 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 FULTON THEATRE PO BOX 1865 LANCASTER PA 176081865 231631733 501(C)(3) 12500 BOOK STAGE PRODUCTION LANCASTERARTS 202 N PRINCE ST LANCASTER PA 17603 261313073 501(C)(3) 20000 BOOK GENERAL SUPPORT BICKSLER-MUHLENBERG ASSOC 354 N PRINCE ST LANCASTER PA 17603 710927742 501(C)(3) 150000 BOOK GENERAL SUPPORT LANCASTER CO CONSERVANCY PO BOX 716 LANCASTER PA 176080716 237046908 501(C)(3) 10000 BOOK PROGRAM DEVELOPMENT LANC CO CAREER & TECH CTR 1730 HANS HERR DR WILLOW STREET PA 17584 231740421 PA MUNI AUTH 77821 BOOK PROGRAM DEVELOPMENT 5 0 STUDENT SCHOLARSHIPS 1085 0 23452329 BOOK TUITION RDCT PRIZES AND AWARDS 287 125709 19744 COST NONCASH PRIZES STUDENT RESEARCH AND TRAVEL GRANTS 74 52686 22146 COST SUPPLIES, TRAVEL EXP 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 X true true X X X false true false false false false false false false JOHN F BURNESS 187131 0 0 0 2677 0 22500 0 49944 0 262252 0 0 0 JOHN A FRY 216546 0 310000 0 538612 0 32625 0 66708 0 1164491 0 590958 0 KEITH ORRIS 212922 0 15000 0 31404 0 50446 0 27127 0 336899 0 23493 0 LEWIS E THAYNE 232641 0 0 0 23400 0 49510 0 30229 0 335780 0 22697 0 ANN STEINER 206135 0 0 0 427 0 43239 0 48156 0 297957 0 0 0 HELEN Y BOWMAN 201760 0 30000 0 284 0 41251 0 29781 0 303076 0 0 0 KENT TRACHTE 184944 0 0 0 458 0 39318 0 12447 0 237167 0 0 0 NANCY COLLINS 172453 0 5000 0 361 0 30547 0 21672 0 230033 0 0 0 RICHARD A FLUCK 167935 0 0 0 0 0 25969 0 13710 0 207614 0 0 0 MARIANNE L KELLY 81294 0 0 0 81840 0 12239 0 5656 0 181029 0 0 0 D GRIER STEPHENSON 158565 0 0 0 1000 0 24488 0 13179 0 197232 0 0 0 STANLEY A MERTZMAN 157311 0 0 0 0 0 23851 0 11369 0 192531 0 0 0 CLAUDE YODER 163228 0 0 0 0 0 24507 0 10725 0 198460 0 0 0 PART I, LINE 4 SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE COLLEGE'S IRC SECTION 457(F) PLAN DURING THE REPORTING YEAR: HELEN BOWMAN $9,055 NANCY COLLINS $8,755 SARA HARBERSON $7,250 KEITH ORRIS $15,750 Ann steiner $10,250 LEWIS THAYNE $11,625 KENT TRACHTE $10,000 THE AMOUNTS FOR ALL OF THE INDIVIDUALS ABOVE WERE ACCRUED DURING THE YEAR. JOHN FRY $43,808 KEITH ORRIS $23,493 LEWIS THAYNE $22,697 THE AMOUNTS FOR THE INDIVIDUALS ABOVE WERE PAID OUT DURING CALENDAR YEAR 2010. SCHEDULE J, PART I, LINE 1A PRESIDENT - HOUSING IS PROVIDED AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE IN COLLEGE-OWNED PROPERTY. 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. TRAVEL EXPENSES FOR THE PRESIDENT'S SPOUSE ARE PAID WHILE ATTENDING BUSINESS PURPOSE COLLEGE EVENTS. THOSE TRAVEL EXPENSES PAID THAT WERE NOT RELATED TO COLLEGE BUSINESS PURPOSES WERE INCLUDED IN TAXABLE COMPENSATION. EDUCATIONAL BENEFITS ARE INCLUDED IN NONTAXABLE BENEFITS. VP OF FINANCE - 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. VP FOR ADMINISTRATIVE SERVICES & EXTERNAL AFFAIRS - 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. PROVOST & DEAN OF THE FACULTY - HOUSING IS PROVIDED AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE IN COLLEGE-OWNED PROPERTY. 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. 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. A COLLEGE-LEASED VEHICLE IS PROVIDED FOR TRAVEL-RELATED ACTIVITIES. THOSE TRAVEL EXPENSES PAID THAT WERE NOT RELATED TO COLLEGE BUSINESS PURPOSES WERE INCLUDED IN TAXABLE COMPENSATION. DEAN OF THE COLLEGE - TAXABLE COMPENSATION IS PAID TO ACCOUNT FOR TAXES ON ADDITIONAL LIFE AND LTD INSURANCE PREMIUMS. PROFESSOR EARTH & ENVIRONMENT - EDUCATIONAL BENEFITS ARE INCLUDED IN NONTAXABLE BENEFITS. LANCASTER HIGHER EDUCATION AUTHORITY 232224897 514328EE9 2003-01-29 9699267 REFUND 5/4/1993 ISSUE false false false LANCASTER HIGHER EDUCATION AUTHORITY 232224897 514328FB4 2003-10-10 25328226 REFUND 4/11/2002 ISSUE false false false LANCASTER HIGHER EDUCATION AUTHORITY 232224897 514328FY4 2006-05-01 56364018 MULTIPLE - SEE PART V false false false LANCASTER HIGHER EDUCATION AUTHORITY 232224897 514328GB3 2008-06-19 29891597 MULTIPLE - SEE PART V false false false 7460000 0 9721719 0 0 9517388 187805 0 0 0 16526 0 2003 true false true true 8065000 0 25336663 0 0 25008426 324761 0 0 0 3476 0 2003 true false true true 1380000 0 57165704 0 33 33765000 598639 0 0 22802032 0 0 2007 true false true true 0 0 30115043 0 671694 0 439501 0 0 29003846 0 2 2011 false false false false true false false false 0.03480 0.00000 0.03480 true false false false false false 0.00000 0.00000 0.00000 true false false false false false true false false false false false true false false false false false true false false false false false true PART I, COLUMN F - DESCRIPTION OF BOND ISSUE PURPOSE BOND ISSUE C. REFUND 6/15/1997 ISSUE, LIFE SCIENCE BUILDING PROJECT, AND ARMSTRONG PROJECT. BOND ISSUE D. 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, C, AND D. THE DIFFERENCE BETWEEN THE GROSS PROCEEDS AND THE ISSUE PRICE IS DUE TO INVESTMENT EARNINGS. RICHARD M FULLER TRUSTEE 119634 INDEPENDENT CONTRACTOR false THE PHILLIPS GROUP CEO IS FMR TRUSTEE 480191 PURCHASES, ETC. false X 20 18200 FAIR VALUE PART II X 0 PART II X 89 1869599 FAIR VALUE X 1 0 PART II X ACTUAL EXPENSE 9 0 PART II 3 false true true SCHEDULE M, 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 HAVE BEEN USED. SCHEDULE M, PART I, LINE 33 EXPLANATION FOR NOT REPORTING REVENUE THE COLLEGE DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS OF COLLECTION ITEMS BECAUSE COLLECTIONS ARE NOT CAPITALIZED AS ALLOWED UNDER SFAS 116. THE COLLEGE ALSO DOES NOT RECOGNIZE REVENUE FOR NONCASH CONTRIBUTIONS (OTHER THAN SECURITIES) THAT ARE LESS THAN $10,000 IN VALUE. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL 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 6 MEMBERS OF THE BOARD, INCLUDING THE PRESIDENT, DURING FISCAL YEAR 2011. FORM 990, PART VI, LINE 2 -BUSINESS RELATIONSHIPS BOARD OF TRUSTEES ROBERT J. BROOKS, SR., AND ERIC W. NOLL BOARD OF TRUSTEES LAURENCE A. SHADEK AND ARTHUR J. MACBRIDE III FORM 990, PART VI, LINE 4 - SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS The Bylaws of Franklin & Marshall College were amended during the reporting year for the following significant change: - Change in the number of the governing body's voting members from 15 to 50 members to 15 to 40 members. FORM 990, PART VI, LINE 11A - PROVISION OF 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 11B - REVIEW OF FORM 990 THE COMPENSATION COMMITTEE PERFORMED A DETAILED REVIEW OF THE COMPENSATION SECTIONS OF FORM 990 (PART VII AND SCHEDULE J) IN FEBRUARY 2012 BEFORE THE RETURN WAS GIVEN TO EXTERNAL AUDITORS/TAX PREPARERS IN MARCH 2012 FOR A DETAILED REVIEW. CHANGES WERE MADE BASED ON THEIR RECOMMENDATIONS AND THE REVISED FORM 990 WAS SENT TO MANAGEMENT IN APRIL 2012 FOR REVIEW. THE RETURN WAS THEN FORWARDED TO THE AUDIT COMMITTEE AND BOARD OF TRUSTEES FOR FINAL REVIEW AND QUESTIONS. 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 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. FORM 990, PART XI, LINE 5 - OTHER CHANGES IN NET ASSETS UNREALIZED GAINS ON INVESTMENTS $39,618,602 NET SALES/(PURCHASES) OF COLLECTION ITEMS 96,486 ------------ TOTAL OTHER CHANGES $39,715,088 ------------ ------------ MILLPORT CONSERVANCY 737 E MILLPORT ROAD LITITZ PA 175439246 222436077 NATURE PRESER PA 50(C)(3) PF NA NW GATEWAY PROJECT PO BOX 3003 LANCASTER PA 17604 611625128 Land acquisition PA NA Excluded 12 9440253 false true 0.50000 MJG CHARITABLE REMAINDER PO BOX 3003 LANCASTER PA 17604 207443240 SPLIT INTEREST TR PA NA TRUST 0 420884 1.00000 PFJ UNITRUST PO BOX 3003 LANCASTER PA 17604 237868820 SPLIT INTEREST TR NY NA TRUST 0 190760 1.00000 JCW CHAR REM UNITRUST PO BOX 3003 LANCASTER PA 17604 256725896 SPLIT INTEREST TR TX NA TRUST 0 333026 1.00000 DJ & MLF CHAR REM UNITRUST PO BOX 3003 LANCASTER PA 17604 256732737 SPLIT INTEREST TR NC NA TRUST 0 70683 1.00000 K & MAP ANNUITY TRUST PO BOX 3003 LANCASTER PA 17604 256744283 SPLIT INTEREST TR PA NA TRUST 0 361769 1.00000 IBT 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WAS AN ORDINARY BUSINESS TRANSACTION FOR STUDY ABROAD FEES OF THE COLLEGE'S STUDENTS STUDYING IN ENGLAND.