MILLERSVILLE UNIVERSITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MILLERSVILLE UNIVERSITY FOUNDATION (EIN 23-6435616)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-03
- IRS object ID
- 201143079349301129
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-03T12:31:35-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS BUEHLER FALK & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 LITITZ PIKE | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 176016506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236435616 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLERSVILLE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILL | NameControl |
| Phone | 7178723820 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ALUMNI HOUSE PO BOX 1002 | AddressLine1 |
| City | MILLERSVILLE | City |
| State | PA | State |
| ZIP Code | 17551 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH W GARNER | Name |
| Title | PRESIDENT | Title |
| Phone | 7178723820 | Phone |
| Date Signed | 2011-10-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK J GENDRUE | Name |
| Phone | 7173932700 | Phone |
| Date Prepared | 2011-11-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | AMANDA J SHAW | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1002 | AddressLine1 |
| City | MILLERSVILLE | City |
| State | PA | State |
| ZIP Code | 17551 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17054436 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MILLERSVILLE.EDU/SERVICES/MUFOUNDA | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1325076 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1501997 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 832523 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1230318 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 101826 | OtherRevenuePriorYear |
| Other Revenue Current Year | 70530 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2259425 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2802845 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 220688 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 523311 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18659 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 37425 | OtherExpensePriorYear |
| Other Expenses Current Year | 199993 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 258113 | TotalExpensesPriorYear |
| Total Expenses Current Year | 723304 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2001312 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2079541 | RevenuesLessExpensesCY |
| Total Assets BOY | 16831243 | TotalAssetsBOY |
| Total Assets EOY | 21119214 | TotalAssetsEOY |
| Total Liabilities BOY | 447989 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 853724 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16383254 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20265490 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 523311 | Expense |
| Grants | 523311 | Grants |
| Revenue | 837104 | Revenue |
| Description | ALL PROGRAMS INCLUDE SCHOLARSHIPS, AWARDS OR GRANTS FOR STUDENTS OR ORGANIZATIONS OF MILLERSVILLE UNIVERSITY | Description |
| Total Program Service Expense | 523311 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AMANDA J SHAW | NamePerson |
| Telephone Number | 7178723820 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILLERSVILLE UNIVERSITY | AddressLine1 |
| City | MILLERSVILLE | City |
| State | PA | State |
| ZIP Code | 17551 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|
| JOSEPH W GARNER | ||||
| PRESIDENT | X | 0 | 0 | 0 |
| ROBERT A LASKOWSKI | ||||
| VICE PRESIDE | X | 0 | 0 | 0 |
| C CLAIR MCCORMICK | ||||
| SECRETARY | X | 0 | 0 | 0 |
| AMANDA J SHAW | ||||
| TREASURER | X | 0 | 0 | 0 |
| DANIEL BETANCOURT | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| KENNETH P DELUCCA | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| WILLIAM H DUNCAN | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| SHERYL L EBERLY | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| RICHARD A GLENN | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| JAN L GRAYBILL | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| CAROLINE M HOFFER | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| ALBERT C HOFFMAN | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| THOMAS R JANKE | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| ERIC G LIDDELL | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| SUZANNE J MCDONNELL | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| BARRY E MILLER | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| RUTH M SIMEON | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| DAVID THOMPSON | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| ANGEL E TORRES | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| PAUL G WEDEL | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| TAMARA C WILLIS | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| DAVID N BOTTE | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| BEVERLY HACKER BRENISER | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| XIMENA CATEPILLAN | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| ROBERT A FRICK | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1501997 | AllOtherContributions |
| Total Contributions | 1501997 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 393214 | TotalRevenueColumn |
| Exclusion | $393,214 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15088695 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14251591 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 837104 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 837104 | TotalRevenueColumn |
| Related Or Exempt Function Income | 837104 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MANAGEMENT FEE INCOME | 523920 | 66016 | $66,016 |
| CHANGE IN CSV INSURANCE | 523920 | 4514 | $4,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 70530 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2802845 | TotalRevenueColumn |
| Related Or Exempt Function Income | 837104 | RelatedOrExemptFunctionIncome |
| Exclusion | $463,744 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523311 | Total |
| Program Services | 523311 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6250 | Total |
| Management And General | 6250 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66016 | Total |
| Management And General | 66016 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2729 | Total |
| Management And General | 2729 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| OTHER EXPENSES | 87102 | 68443 | 18659 |
| ANNUITIES | 31532 | 31532 | |
| INSURANCE | 6364 | 6364 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 723304 | Total |
| Program Services | 523311 | ProgramServices |
| Management And General | 181334 | ManagementAndGeneral |
| Fundraising | 18659 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45204 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1515750 | BOY |
| EOY | 755831 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1183902 | BOY |
| EOY | 1254518 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13682582 | BOY |
| EOY | 18961749 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403805 | BOY |
| EOY | 147116 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16831243 | BOY |
| EOY | 21119214 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447989 | BOY |
| EOY | 853724 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447989 | BOY |
| EOY | 853724 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -51729 | BOY |
| EOY | 335600 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240133 | BOY |
| EOY | 1907099 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16194850 | BOY |
| EOY | 18022791 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16383254 | BOY |
| EOY | 20265490 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16831243 | BOY |
| EOY | 21119214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2079541 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1802695 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 874457 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1612463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1590855 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1446783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1501997 | CurrentTaxYear |
| Total | 7026555 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 874457 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1612463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1590855 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1446783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1501997 | CurrentTaxYear |
| Total | 7026555 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1908464 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5118091 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 259288 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 309464 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 295214 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 279246 | CurrentTaxYearMinus1Year |
| Current Tax Year | 393214 | CurrentTaxYear |
| Total | 1536426 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 98826 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70530 | CurrentTaxYear |
| Total | 169356 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8732337 | TotalSupport |
| Public Support Pertcentage170 | 0.58610 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79900 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 1501997 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 523311 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 19929890 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16194850 | BeginningOfYearBalance |
| Contributions | 1501997 | Contributions |
| Investment Earnings Or Losses | 325944 | InvestmentEarningsOrLosses |
| End Of Year Balance | 18022791 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13701581 | BeginningOfYearBalance |
| Contributions | 1325076 | Contributions |
| Investment Earnings Or Losses | 1168193 | InvestmentEarningsOrLosses |
| End Of Year Balance | 16194850 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15559935 | BeginningOfYearBalance |
| Contributions | 1555283 | Contributions |
| Investment Earnings Or Losses | -3413637 | InvestmentEarningsOrLosses |
| End Of Year Balance | 13701581 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY FUNDS | $584,572 |
| PRESENT VALUE OF GIFT ANNUITY PAYABL | $229,824 |
| CASH OVERDRAFT | $39,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 853724 | TotalOfAmounts |
| Total Revenue | 2802845 | TotalRevenue |
| Total Expenses | 723304 | TotalExpenses |
| Excess Or Deficit For Year | 2079541 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1802695 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1802695 | TotalAdjustments |
| Excess Or Deficit Per FS | 3882236 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4830762 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1802695 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 225222 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 2027917 | RevenueNotRptdF990 |
| Revenue Subtotal | 2802845 | RevenueSubtotal |
| Total Revenue Per Form990 | 2802845 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 948526 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 225222 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 225222 | ExpensesNotRptdF990 |
| Expenses Subtotal | 723304 | ExpensesSubtotal |
| Total Expenses Per Form990 | 723304 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INTENDED USES FOR ENDOWMENT FUNDS | Identifier |
| Return Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | ReturnReference |
| Explanation | MILLERSVILLE INVESTS AND MANAGES FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. SCHOLARSHIPS AND AWARDS ARE HANDED OUT TO WORTHY RECIPIENTS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP / AWARDS | TypeOfGrant |
| Number Of Recipients | 344 | NumberOfRecipients |
| Amount Of Cash Grant | 523311 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | THE ORGANIZATION'S GRANTS ARE USED BY INDIVIDUALS TO ATTEND COLLEGE AT MILLERSVILLE UNIVERSITY WHICH IS IN MILLERSVILLE, PENNSYLVANIA. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | 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. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 WAS DELIVERED TO THE CONTROLLER, WHO IN TURN PROVIDED IT TO THE TREASURER FOR FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE OFFICERS MONITOR COMPLIANCE THROUGH REVIEW OF THE APPLICATION PROCESS. REPORTS ARE GENERATED AND REVIEWED BY THE BOARD. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | AVAILBLE UPON REQUEST |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | NET UNREALIZED GAIN ON INVESTMENTS IN THE AMOUNT OF 1,802,695 |
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