2023-11-14T08:52:30-06:00 2023-06-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2022-07-01 236435616 MILLERSVILLE UNIVERSITY FOUNDATION MILL 7178717520 DUNCAN ALUM HS 207 N GEORGE ST MILLERSVILLE PA 17551 MR JOSEPH GARNER PRESIDENT 7178717520 2023-11-07 1 MR JOSEPH GARNER 999009999 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2023-11-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MR JOSEPH GARNER DUNCAN ALUM HS 207 N GEORGE ST MILLERSVILLE PA 17551 7092456 0 X WWW.MILLERSVILLE.EDU/MUFOUNDATION/ X 1966 PA MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. 24 24 0 25 36122 33909 2756270 822173 0 0 3629778 1593903 0 151127 6386048 2567203 1717940 1512732 0 0 0 0 0 0 126368 431182 359430 2149122 1872162 4236926 695041 54789553 59715381 3243933 3502230 51545620 56213151 MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. 0 0 1512732 1512732 0 ALL PROGRAMS INCLUDE SCHOLARSHIPS, AWARDS, OR GRANTS FOR STUDENTS OR ORGANIZATIONS OF MILLERSVILLE UNIVERSITY. 1512732 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 9 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X HEATHER ROSSELL 7178714089 MILLERSVILLE UNIVERSITY MILLERSVILLE PA 17551 X MR JOSEPH W GARNER PRESIDENT 1.00 X X 0 0 0 DR DARRYL L LANDIS VICE PRESIDENT 0.30 X X 0 0 0 MS SUZANNE J WALSTRUM TREASURER 0.30 X X 0 0 0 DR KEMAH EP WASHINGTON SECRETARY 0.30 X X 0 0 0 MR DA ABRAMS DIRECTOR (JOINED 1/1/23) 0.30 X 0 0 0 MS A SUSANNAH BOYLE DIRECTOR 0.30 X 0 0 0 DR J ROBERT BUCHANAN DIRECTOR (JOINED 1/1/23) 0.30 X 0 0 0 DR XIMENA CATEPILLAN DIRECTOR 0.30 X 0 0 0 DR JENNIFER A CHAMBERS DIRECTOR 0.30 X 0 0 0 MR ABRAM DIFFENBACH DIRECTOR 0.30 X 0 0 0 MS CORIN DUNDORE DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 MR JOHN HELD DIRECTOR (JOINED 1/1/23) 0.30 X 0 0 0 MS CHERYL HOLLAND-JONES DIRECTOR (JOINED 1/1/23) 0.30 X 0 0 0 MR ARMOND KINSEY DIRECTOR (JOINED 1/1/23) 0.30 X 0 0 0 MR RYAN MACE DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 DR G TERRY MADONNA DIRECTOR (JOINED 1/1/23) 0.30 X 0 0 0 MS OLIVIA METZ DIRECTOR 0.30 X 0 0 0 MR DAVID MORRIS DIRECTOR 0.30 X 0 0 0 MS KAREN A MURLEY DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 DR CHARLES SCHARNBERGER DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 DR SYLVIA SHELLENBERGER DIRECTOR 0.30 X 0 0 0 MS ANGEL SHELLEY-ROYAL DIRECTOR 0.30 X 0 0 0 MS STEVI N SPRENKLE DIRECTOR 0.30 X 0 0 0 MR WILLIAM D STADDEN DIRECTOR 0.30 X 0 0 0 DR CYNTHIA TAYLOR DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 MS HOLLY TREGO DIRECTOR 0.30 X 0 0 0 MS LAUREN WATKINS DIRECTOR 0.30 X 0 0 0 DR JENNIFER WOOD DIRECTOR 0.30 X 0 0 0 MS DENISE WERNER DIRECTOR 0.30 X 0 0 0 0 0 0 0 0 0 0 0 8616 813557 88719 822173 1047250 5605 1041645 5071906 4525253 546653 546653 30517 516136 RECOVERY OF PREVIOUSLY UNCOLLECTI 900099 151127 151127 151127 2567203 0 36122 1708908 556507 556507 956225 956225 5959 5959 18075 18075 123175 123175 7792 7792 39526 39526 1363 1363 25339 25339 UNIVERSITY FUNDRAISING 126368 126368 TAX EXPENSE 9014 9014 MISCELLANEOUS EXPENSE 2819 2819 1872162 1512732 233062 126368 3619773 2150511 3010259 668441 48073835 52846635 3971832 85686 77962 54789553 59715381 13764 46785 3230169 3455445 3243933 3502230 X 733481 970287 50812139 55242864 51545620 56213151 54789553 59715381 X 695041 3975774 -3284 X 0 1 X 1 0 X 1658632 8275371 2150622 2756270 822173 15663068 1658632 8275371 2150622 2756270 822173 15663068 7178762 8484306 688446 769102 677058 738286 1041645 3914537 26904 36122 63026 420 146713 151127 298260 19938891 0.42550 0.50550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 420. RECOVERY OF BAD DEBT - 2019 AMOUNT: $ 146,713. 2022 AMOUNT: $ 151,127. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51545620 1256680 5436691 1480732 545109 56213150 56906269 3222454 -6109158 1717941 756004 51545620 44706017 2604758 11599551 1241982 762075 56906269 36834717 8672258 992678 1380260 413376 44706017 34857594 2007423 1842903 1241818 631385 36834717 0.01190 0.69600 0.29210 0 0 0 PRIVATE EQUITY FUNDS 2153249 F HEDGE FUND 1818583 F 3971832 AGENCY FUNDS 3341322 PRESENT VALUE OF GIFT ANNUITY PAYABLE 114123 3455445 X 6693372 3975774 440399 -166829 4249344 2444028 123175 123175 2567203 2025841 440399 -163545 276854 1748987 123175 123175 1872162 PART V, LINE 4: TO PROVIDE FUNDS FOR SCHOLARSHIPS AND AWARDS TO SUPPORT STUDENTS AND PROGRAMS OF MILLERSVILLE UNIVERSITY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE -12,418. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -3,284. RECOVERY OF BAD DEBT -151,127. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE -12,418. RECOVERY OF BAD DEBT -151,127. 1 MILLERSVILLE UNIVERSITY PO BOX 1002 MILLERSVILLE PA 175510302 232397926 501(C)(3) 556507 0 TO SUPPORT LECTURESHIPS, DEPARTMENTAL EXPENSES, PRESIDENTIAL DISCRETIONARY EXPENSES. 1 0 SCHOLARSHIP/AWARDS 499 956225 PART I, LINE 2: THE ORGANIZATION'S GRANTS ARE USED BY INDIVIDUALS TO ATTEND COLLEGE AT MILLERSVILLE UNIVERSITY WHICH IS IN MILLERSVILLE, PENNSYLVANIA. X 3 88719 MARKET VALUE 0 0 0 0 PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (C): THE ORGANIZATION RECEIVED NON-CASH ITEMS IN PARTIAL SATISFACTION OF A PRIOR YEAR PLEDGE, AND THEREFORE, THE AMOUNT IS NOT REPORTED ON PART VIII, LINE 1G OF FORM 990 NOR IS IT REPORTED IN COLUMN (C) OF SCHEDULE M. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF ACCOUNTING AND BUDGET. THE ORGANIZATION THEN PROVIDES AN ELECTRONIC COPY TO THE GOVERNING BODY TO REVIEW PRIOR TO FILING. THE FORM IS SIGNED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS SIGN THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. COMPLIANCE IS ENFORCED WITH EDUCATION AND DISCLOSURE STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -3,284. 1946 CIDERMILL LANE LLC 205 NORTH GEORGE STREET MILLERSVILLE PA 17551 873703238 ACQUIRE & SELL REAL ESTATE PA 0 0 MILLERSVILLE UNIVERSITY FOUNDATION 1948 CIDERMILL LANE LLC 205 NORTH GEORGE STREET MILLERSVILLE PA 17551 873733612 ACQUIRE & SELL REAL ESTATE PA 0 0 MILLERSVILLE UNIVERSITY FOUNDATION