MILLERSVILLE UNIVERSITY FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MILLERSVILLE UNIVERSITY FOUNDATION (EIN 23-6435616)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-07
IRS object ID
202213119349301361
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-07T07:29:06-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232108173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RKL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8408AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP176048408ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236435616EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLERSVILLE UNIVERSITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone7178717520PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1DUNCAN ALUM HS 207 N GEORGE STAddressLine1Txt
CityMILLERSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEATHER ROSSELLPersonNm
Person TitleSENIOR ACCOUNTANTPersonTitleTxt
Phone7178717520PhoneNum
Signature2022-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHEATHERPersonFirstNm
Person LastROSSELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMOLLY L RAMOS CPAPreparerPersonNm
PTINP00399762PTIN
Phone7173945666PhoneNum
Preparation2022-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMR JOSEPH GARNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1DUNCAN ALUM HS 207 N GEORGE STAddressLine1Txt
CityMILLERSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17551ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,787,131GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MILLERSVILLE.EDU/MUFOUNDATION/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionMILLERSVILLE 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.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$26,904TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$21,124NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,150,622PYContributionsGrantsAmt
CY Contributions Grants$2,756,270CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,645,829PYInvestmentIncomeAmt
CY Investment Income$3,629,778CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,796,451PYTotalRevenueAmt
CY Total Revenue$6,386,048CYTotalRevenueAmt
PY Grants And Similar Paid$1,241,982PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,717,940CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$202,959CYTotalFundraisingExpenseAmt
PY Other Expenses$425,572PYOtherExpensesAmt
CY Other Expenses$431,182CYOtherExpensesAmt
PY Total Expenses$1,667,554PYTotalExpensesAmt
CY Total Expenses$2,149,122CYTotalExpensesAmt
PY Revenues Less Expenses$2,128,897PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,236,926CYRevenuesLessExpensesAmt
Total Assets BOY$60,628,946TotalAssetsBOYAmt
Total Assets EOY$54,789,553TotalAssetsEOYAmt
Total Liabilities BOY$3,722,677TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,243,933TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$56,906,269NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,545,620NetAssetsOrFundBalancesEOYAmt
MissionMILLERSVILLE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,717,940ExpenseAmt
Grant$1,717,940GrantAmt
Revenue$0RevenueAmt
DescALL PROGRAMS INCLUDE SCHOLARSHIPS, AWARDS, OR GRANTS FOR STUDENTS OR ORGANIZATIONS OF MILLERSVILLE UNIVERSITY.Desc
Total Program Service Expenses$1,717,940TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHEATHER ROSSELLPersonNm
Phone7178714089PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MILLERSVILLE UNIVERSITYAddressLine1Txt
CityMILLERSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17551ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MR JOSEPH W GARNER
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DR DARRYL L LANDIS
VICE PRESIDENT0.30Yes (X)Yes (X)$0$0$0
MS SUZANNE J WALSTRUM
TREASURER0.30Yes (X)Yes (X)$0$0$0
DR KEMAH EP WASHINGTON
SECRETARY0.30Yes (X)Yes (X)$0$0$0
MR ROBERT BAILEY
DIRECTOR0.30Yes (X)$0$0$0
MS A SUSANNAH BOYLE
DIRECTOR0.30Yes (X)$0$0$0
DR XIMENA CATEPILLAN
DIRECTOR0.30Yes (X)$0$0$0
DR JENNIFER A CHAMBERS
DIRECTOR0.30Yes (X)$0$0$0
MR ABRAM DIFFENBACH
DIRECTOR0.30Yes (X)$0$0$0
MS CORIN DUNDORE
DIRECTOR0.30Yes (X)$0$0$0
DR MICHAEL R GUMPPER
DIRECTOR (UNTIL 12/31)0.30Yes (X)$0$0$0
MS EMILY HORN
DIRECTOR (UNTIL 12/31)0.30Yes (X)$0$0$0
MS ANNE JACKSON
DIRECTOR (JOINED 1/1/22)0.30Yes (X)$0$0$0
MR RYAN MACE
DIRECTOR (JOINED 5/10/22)0.30Yes (X)$0$0$0
MS OLIVIA METZ
DIRECTOR (JOINED 1/1/22)0.30Yes (X)$0$0$0
MS KAREN A MURLEY
DIRECTOR0.30Yes (X)$0$0$0
MR DAVID MORRIS
DIRECTOR0.30Yes (X)$0$0$0
DR CHARLES K SCHARNBERGER
DIRECTOR0.30Yes (X)$0$0$0
DR SYLVIA SHELLENBERGER
DIRECTOR0.30Yes (X)$0$0$0
MS ANGEL SHELLEY-ROYAL
DIRECTOR0.30Yes (X)$0$0$0
MS STEVI N SPRENKLE
DIRECTOR (UNTIL 12/31)0.30Yes (X)$0$0$0
MR WILLIAM D STADDEN
DIRECTOR0.30Yes (X)$0$0$0
DR CYNTHIA E TAYLOR
DIRECTOR0.30Yes (X)$0$0$0
MS LAUREN WATKINS
DIRECTOR (JOINED 1/1/22)0.30Yes (X)$0$0$0
MS DENISE WERNER
DIRECTOR (JOINED 1/1/22)0.30Yes (X)$0$0$0
MR ANTOINE RJ WRIGHT
DIRECTOR0.30Yes (X)$0$0$0
DR JENNIFER WOOD
DIRECTOR (JOINED 1/1/22)0.30Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$9,108FederatedCampaignsAmt
All Other Contributions$2,747,162AllOtherContributionsAmt
Noncash Contributions$626,051NoncashContributionsAmt
Total Contributions$2,756,270TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$751,780TotalRevenueColumnAmt
Unrelated Business Revenue$13,494UnrelatedBusinessRevenueAmt
Exclusion$738,286ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,657,911SecuritiesAmt
Other$621,170OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,778,830SecuritiesAmt
Other$622,253OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,879,081SecuritiesAmt
Other-$1,083OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,877,998TotalRevenueColumnAmt
Unrelated Business Revenue$13,410UnrelatedBusinessRevenueAmt
Exclusion$2,864,588ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,386,048TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$26,904UnrelatedBusinessRevenueAmt
Exclusion$3,602,874ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$505,906TotalAmt
Program Services$505,906ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,212,034TotalAmt
Program Services$1,212,034ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$324TotalAmt
Management And General$324ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,925TotalAmt
Management And General$15,925ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$142,365TotalAmt
Management And General$142,365ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,515TotalAmt
Management And General$5,515ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$34,111TotalAmt
Management And General$34,111ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,425TotalAmt
Management And General$19,425ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
UNIVERSITY FUNDRAISING$119,493$119,493
WRITE OFF OF UNCOLLECTI$83,466$83,466
MISCELLANEOUS EXPENSE$10,558$10,558

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,149,122TotalAmt
Program Services$1,717,940ProgramServicesAmt
Management And General$228,223ManagementAndGeneralAmt
Fundraising$202,959FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,136,712BOYAmt
EOY$3,619,773EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,471,489BOYAmt
EOY$3,010,259EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$52,896,366BOYAmt
EOY$48,073,835EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$124,379BOYAmt
EOY$85,686EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$60,628,946BOYAmt
EOY$54,789,553EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$38,751BOYAmt
EOY$13,764EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,683,926BOYAmt
EOY$3,230,169EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,722,677BOYAmt
EOY$3,243,933EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$716,526BOYAmt
EOY$733,481EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,189,743BOYAmt
EOY$50,812,139EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,906,269BOYAmt
EOY$51,545,620EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,628,946BOYAmt
EOY$54,789,553EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,236,926ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$9,601,044NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,469OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,095,821CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,658,632CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,275,371CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,150,622CurrentTaxYearMinus1YearAmt
Current Tax Year$2,756,270CurrentTaxYearAmt
Total$17,936,716TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,095,821CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,658,632CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,275,371CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,150,622CurrentTaxYearMinus1YearAmt
Current Tax Year$2,756,270CurrentTaxYearAmt
Total$17,936,716TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,026,553SubstantialContributorsTotAmt
Public Support Total170$10,910,163PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$599,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$688,446CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$769,102CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$677,058CurrentTaxYearMinus1YearAmt
Current Tax Year$738,286CurrentTaxYearAmt
Total$3,472,872TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$26,904CurrentTaxYearAmt
Total$26,904TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$420CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$146,713CurrentTaxYearMinus2YearsAmt
Total$147,133TotalAmt
FieldValueIRS element (for citing)
Total Support$21,583,625TotalSupportAmt
Public Support CY1700.50550PublicSupportCY170Pct
Public Support PY1700.52250PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME - 2018 AMOUNT: $ 420. RECOVERY OF BAD DEBT - 2019 AMOUNT: $ 146,713.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$56,906,269BeginningYearBalanceAmt
Contributions$3,222,454ContributionsAmt
Investment Earnings Or Losses-$6,109,158InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,717,941GrantsOrScholarshipsAmt
Other Expenditures$756,004OtherExpendituresAmt
End Year Balance$51,545,620EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$44,706,017BeginningYearBalanceAmt
Contributions$2,604,758ContributionsAmt
Investment Earnings Or Losses$11,599,551InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,241,982GrantsOrScholarshipsAmt
Other Expenditures$762,075OtherExpendituresAmt
End Year Balance$56,906,269EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,834,717BeginningYearBalanceAmt
Contributions$8,672,258ContributionsAmt
Investment Earnings Or Losses$992,678InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,380,260GrantsOrScholarshipsAmt
Other Expenditures$413,376OtherExpendituresAmt
End Year Balance$44,706,017EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,857,594BeginningYearBalanceAmt
Contributions$2,007,423ContributionsAmt
Investment Earnings Or Losses$1,842,903InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,241,818GrantsOrScholarshipsAmt
Other Expenditures$631,385OtherExpendituresAmt
End Year Balance$36,834,717EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,172,486BeginningYearBalanceAmt
Contributions$3,087,054ContributionsAmt
Investment Earnings Or Losses$2,222,254InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,336,909GrantsOrScholarshipsAmt
Other Expenditures$287,291OtherExpendituresAmt
End Year Balance$34,857,594EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01423BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.95524PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03053TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY FUNDS$3,105,501
PRESENT VALUE OF GIFT ANNUITY PAYABLE$124,668
FieldValueIRS element (for citing)
Total Liability$3,230,169TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$2,897,405TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$9,601,044NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$466,184DonatedServicesAndUseFcltsAmt
Other Revenue-$6,228OtherRevenueAmt
Revenue Not Reported-$9,141,088RevenueNotReportedAmt
Revenue Subtotal$6,243,683RevenueSubtotalAmt
Investment Expenses Not Incld$142,365InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$142,365RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,386,048TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,463,244TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$466,184DonatedServicesUseFcltsAmt
Other Expenses Included-$9,697OtherExpensesIncludedAmt
Expenses Not Reported$456,487ExpensesNotReportedAmt
Expenses Subtotal$2,006,757ExpensesSubtotalAmt
Investment Expenses Not Incld2$142,365InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$142,365ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,149,122TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2019.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN CSV OF LIFE INSURANCE -9,697. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 3,469.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN CSV OF LIFE INSURANCE -9,697.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLERSVILLE UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1002AddressLine1Txt
CityMILLERSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP175510302ZIPCd
FieldValueIRS element (for citing)
Recipient EIN232397926RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$505,906CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantTO SUPPORT LECTURESHIPS, DEPARTMENTAL EXPENSES, PRESIDENTIAL DISCRETIONARY EXPENSES.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIP/AWARDSGrantTypeTxt
Recipient588RecipientCnt
Cash Grant$1,212,034CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S GRANTS ARE USED BY INDIVIDUALS TO ATTEND COLLEGE AT MILLERSVILLE UNIVERSITY WHICH IS IN MILLERSVILLE, PENNSYLVANIA.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$300,543NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$325,508NoncashContributionsRptF990Amt
Method Of Determining RevenuesNET FAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationSCHEDULE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 19DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 3,469.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
1946 CIDERMILL LANE LLC
205 NORTH GEORGE STREETMILLERSVILLEPA17551873703238ACQUIRE & SELL REAL ESTATEPA$150,511$0MILLERSVILLE UNIVERSITY FOUNDATION
1948 CIDERMILL LANE LLC
205 NORTH GEORGE STREETMILLERSVILLEPA17551873733612ACQUIRE & SELL REAL ESTATEPA$174,997$0MILLERSVILLE UNIVERSITY FOUNDATION

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