Civic Intelligence

Clarence Schock Scholarship & Fellowship

EIN 47-1758865 • 501(c)3 • Lancaster, PA

Profile

Making distributions to organizations for charitable purposes and providing scholarships, in the name and memory of clarence schock, to deserving students at millersville university, shippensburg university, west chester university, and kutztown university.

PO Box 3215Lancaster, PA 17604-3215

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

26th percentile

$41,791

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

39th percentile

0.8%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-8.9%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$6,767,880

Up $51,158 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,767,880

Up $51,158 (+0.8%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin68th percentile

Revenue

Down

$358,801

Down $35,238 (-8.9%) from 2023

Expenses

Down

$307,096

Down $20,714 (-6.3%) from 2023

Net Income

Down

$51,705

Down $14,524 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $100Liabilities 2014: $0Net Assets 2014: $1002014Assets 2015: $5,284,719Liabilities 2015: $0Net Assets 2015: $5,284,7192015Assets 2016: $5,999,254Liabilities 2016: $0Net Assets 2016: $5,999,2542016Assets 2017: $6,041,546Liabilities 2017: $0Net Assets 2017: $6,041,5462017Assets 2018: $6,091,885Liabilities 2018: $0Net Assets 2018: $6,091,8852018Assets 2019: $6,251,232Liabilities 2019: $0Net Assets 2019: $6,251,2322019Assets 2020: $6,270,765Liabilities 2020: $0Net Assets 2020: $6,270,7652020Assets 2021: $6,856,584Liabilities 2021: $0Net Assets 2021: $6,856,5842021Assets 2022: $6,649,242Liabilities 2022: $0Net Assets 2022: $6,649,2422022Assets 2023: $6,716,722Liabilities 2023: $0Net Assets 2023: $6,716,7222023Assets 2024: $6,767,880Liabilities 2024: $0Net Assets 2024: $6,767,8802024

Highlighted filing

2024

Assets$6,767,880
Liabilities$0
Net Assets$6,767,880
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $100Expenses 2014: $0Net Income 2014: $1002014Revenue 2015: $5,538,719Expenses 2015: $251,181Net Income 2015: $5,287,5382015Revenue 2016: $985,894Expenses 2016: $276,529Net Income 2016: $709,3652016Revenue 2017: $339,685Expenses 2017: $295,471Net Income 2017: $44,2142017Revenue 2018: $392,509Expenses 2018: $338,823Net Income 2018: $53,6862018Revenue 2019: $469,504Expenses 2019: $308,776Net Income 2019: $160,7282019Revenue 2020: $337,192Expenses 2020: $329,447Net Income 2020: $7,7452020Revenue 2021: $635,642Expenses 2021: $47,285Net Income 2021: $588,3572021Revenue 2022: $522,555Expenses 2022: $722,591Net Income 2022: -$200,0362022Revenue 2023: $394,039Expenses 2023: $327,810Net Income 2023: $66,2292023Revenue 2024: $358,801Expenses 2024: $307,096Net Income 2024: $51,7052024

Highlighted filing

2024

Revenue$358,801
Expenses$307,096
Net Income$51,705
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,767,880
Liabilities
$0
Net assets
$6,767,880
Revenue
$358,801
Expenses
$307,096
Net income
$51,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.36$0.31$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.39$0.33$0.07
2022Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.52$0.72$0.20
2021Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.64$0.05$0.59
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.34$0.33$0.01
2019Summary only. Only limited summary data is available for this year.$6.25$0.00$6.25$0.47$0.31$0.16
2018Summary only. Only limited summary data is available for this year.$6.09$0.00$6.09$0.39$0.34$0.05
2017Summary only. Only limited summary data is available for this year.$6.04$0.00$6.04$0.34$0.30$0.04
2016Summary only. Only limited summary data is available for this year.$6.00$0.00$6.00$0.99$0.28$0.71
2015Summary only. Only limited summary data is available for this year.$5.28$0.00$5.28$5.54$0.25$5.29
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Mar 12, 2025
Return Version
2023v6.0
Gross Receipts
$1,461,864
Mission and Program Overview

Mission

Making distributions to organizations for charitable purposes and providing scholarships, in the name and memory of clarence schock, to deserving students at millersville university, shippensburg university, west chester university, and kutztown university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,716,722$6,767,880▲ $51,158
Investments in Publicly Traded Securities$6,335,678$6,511,579▲ $175,901
Savings and Temporary Cash Investments$381,044$256,301▼ $124,743
Total Assets$6,716,722$6,767,880▲ $51,158
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,716,722$6,767,880▲ $51,158
Total Liabilities and Net Assets / Fund Balance$6,716,722$6,767,880▲ $51,158
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$41,791$41,791
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$358,801
Other Revenue
$0
Change in Net Assets
$51,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$258,633
Salaries, Compensation, and Employee Benefits$41,270
Other Expenses$7,193
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$258,633--$258,633
Current Officers, Directors, Trustees, and Key Employees-$41,270-$41,270
Fees for Service Investment Mgmnt Fees-$4,553-$4,553
All Other Expenses-$2,640-$2,640
Total Functional Expenses$258,633$48,463$0$307,096
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Millersville UniversityMillersville, PA501(c)3Scholarships & Fellowships$95,694
Shippensburg UniversityShippensburg, PA501(c)3Scholarships & Fellowships$69,831
West Chester UniversityWest Chester, PA501(c)3Scholarships & Fellowships$54,313
Kutztown UniversityKutztown, PA501(c)3Scholarships & Fellowships$38,795
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Irs form 990 is reviewed by a tax officer of the institutional trustee.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The trustee, fulton bank, n.a., regularly and consistently monitors and enforces compliance with its conflict of interest policy through training and reporting initiatives in accordance with federal and state laws applicable to banking institutions.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The trustee, fulton bank, n.a., provides investment management, administrative, and tax preparation services to the organization and is compensated in accordance with its published fee schedule. Fees for these services are competitive in the marketplace. The amount of the fees was disclosed on the organization's irs form 1023 application, which was reviewed by the irs.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are not generally available to the public unless required due to inclusion with a form that is required to be publicly available, in which case, those documents can be obtained upon request.”

Form 990, Page 7, Part VII, Section A

“10”

Filing and Contact Details

Filer

Filer Name
Clarence Schock Scholarship & Fellowship
EIN
47-1758865
Phone
7172557652
Address
PO BOX 3215, LANCASTER, PA 17604-3215

Signing Officer

Name
Fulton Bank Na
Title
Tax Manager
Phone
7172557652
Signed
2025-03-12

Organization Details

Formed
2014
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund income recognized in the current tax year and posted to the balance sheet in the subsequent tax year or posted to the balance sheet in the current year and recognized in the prior year.”

Raw XML AppendixShowing 400 of 550 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GamingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01242129
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IN ORDER FOR A TRUST TO QUALIFY AS BEING OPERATED IN CONNECTION WITH A SUPPORTED ORGANIZATION, IT MUST MEET BOTH THE RESPONSIVENESS TEST AND THE INTEGRAL PART TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1AS TO THE RESPONSIVENESS TEST, THIS TRUST SATISFIES THE REQUIREMENTS OF TREASURY REGULATION 1.509(a)-4(i)(2)(ii) BY MAINTAINING A HISTORIC AND CONTINUED RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS THAT WAS FIRST ESTABLISHED BY THE CLARENCE SCHOCK FOUNDATION AND WHICH THIS TRUST MAINTAINS AS SUCCESSOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2AS NOTED IN THE EXPLANATION TO LINE 2 ABOVE, THE TRUSTEE MAINTAINS A HISTORIC AND CONTINUED RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS. THE TRUSTEE MEETS WITH THE SUPPORTED ORGANIZATIONS' DIRECTORS AND OFFICERS ONE OR MORE TIMES ANNUALLY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE TRUSTEE AND THE OFFICIALS OF THE SUPPORTED ORGANIZATIONS DISCUSS INVESTMENT POLICY AND THE TRUSTEE CONSIDERS INVESTMENT SUGGESTIONS. THEY ALSO DISCUSS ADMINISTRATIVE ISSUES, PROGRAMMATIC ISSUES, DISTRIBUTION DECISIONS, AND SHORT-TERM AND LONG-TERM PLANNING. THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE TRUST'S INVESTMENT POLICY AND TIMING OF DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP CHARITABLE TRUST I IS RESPONSIVE TO MILLERSVILLE UNIVERSITY BY MAINTAINING A HISTORIC AND CONTINUED RELATIONSHIP AND BY PROVIDING THE SUPPORTED ORGANIZATION WITH A SIGNIFICANT VOICE AS DESCRIBED ABOVE IN THE DETAILED RESPONSE TO PART IV - SECTION D - LINES 2 AND 3.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5MILLERSVILLE UNIVERSITY IS ATTENTIVE TO THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP TRUST I BECAUSE IT REQUIRES THE TRUST TO FURNISH ANNUAL REPORTS AND BECAUSE THE TRUST PROVIDES 100% OF THE SUPPORT FOR CERTAIN SCHOLARSHIP PROGRAMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP CHARITABLE TRUST I IS RESPONSIVE TO SHIPPENSBURG UNIVERSITY BY MAINTAINING A HISTORIC AND CONTINUED RELATIONSHIP AND BY PROVIDING THE SUPPORTED ORGANIZATION WITH A SIGNIFICANT VOICE AS DESCRIBED ABOVE IN THE DETAILED RESPONSE TO PART IV - SECTION D - LINES 2 AND 3.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7SHIPPENSBURG UNIVERSITY IS ATTENTIVE TO THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP TRUST I BECAUSE IT REQUIRES THE TRUST TO FURNISH ANNUAL REPORTS AND BECAUSE THE TRUST PROVIDES 100% OF THE SUPPORT FOR CERTAIN SCHOLARSHIP PROGRAMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt8THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP CHARITABLE TRUST I IS RESPONSIVE TO WEST CHESTER UNIVERSITY BY MAINTAINING A HISTORIC AND CONTINUED RELATIONSHIP AND BY PROVIDING THE SUPPORTED ORGANIZATION WITH A SIGNIFICANT VOICE AS DESCRIBED ABOVE IN THE DETAILED RESPONSE TO PART IV - SECTION D - LINES 2 AND 3.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt9WEST CHESTER UNIVERSITY IS ATTENTIVE TO THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP TRUST I BECAUSE IT REQUIRES THE TRUST TO FURNISH ANNUAL REPORTS AND BECAUSE THE TRUST PROVIDES 100% OF THE SUPPORT FOR CERTAIN SCHOLARSHIP PROGRAMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt10THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP CHARITABLE TRUST I IS RESPONSIVE TO KUTZTOWN UNIVERSITY BY MAINTAINING A HISTORIC AND CONTINUED RELATIONSHIP AND BY PROVIDING THE SUPPORTED ORGANIZATION WITH A SIGNIFICANT VOICE AS DESCRIBED ABOVE IN THE DETAILED RESPONSE TO PART IV - SECTION D - LINES 2 AND 3.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt11KUTZTOWN UNIVERSITY IS ATTENTIVE TO THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP TRUST I BECAUSE IT REQUIRES THE TRUST TO FURNISH ANNUAL REPORTS AND BECAUSE THE TRUST PROVIDES 100% OF THE SUPPORT FOR CERTAIN SCHOLARSHIP PROGRAMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt12REASONABLE CAUSE EXCEPTION, SECTION E, PART V, LINE 6: ON JANUARY 3, 2022, THE TRUSTEE OF THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP CHARITABLE TRUST I DISTRIBUTED THE FOUNDATION'S DISTRIBUTABLE AMOUNT OF $80,815 FOR THE FISCAL YEAR ENDING 10/31/2021. BECAUSE THE DELAYED DISTRIBUTION WAS DUE TO REASONABLE CAUSE, THE ORGANIZATION SHOULD NOT BE CLASSIFIED AS A PRIVATE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13SPECIFICALLY, THE DELAYED DISTRIBUTION WAS DUE TO A PERFECT STORM OF EVENTS. THE LONG-TIME TRUST OFFICER IN CHARGE OF THE ADMINISTRATION OF THE TRUST RESIGNED AND A TECHNOLOGICAL GLITCH OCCURRED. THE CLERICAL ERROR WAS CAUSED BY A MISSED REMINDER FROM AN AUTOMATED SYSTEM OF ALERTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt14THE ALERTS WERE AUTOMATICALLY GENERATED IN A TIMELY MANNER BUT THEY WERE DIRECTED TO AN EMAIL ADDRESS THAT WAS NO LONGER IN SERVICE.THE TRUST OFFICER WHO HISTORICALLY RECEIVED THE ALERT HAD RESIGNED FROM THE TRUSTEE IN SEPTEMBER OF 2021. THERE WAS A TRANSITION PERIOD OF SEVERAL WEEKS BEFORE A NEWLY HIRED TRUST OFFICER WAS ASSIGNED TO THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt15THE NEWLY HIRED TRUST OFFICER WAS NOT AWARE OF THE PENDING DISTRIBUTION AT THE TIME THE TRUST WAS ASSIGNED TO HIS ADMINISTRATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt16THE ISSUE WAS DISCOVERED ON DECEMBER 26, 2021, WHEN THE TRUSTEE PREPARED A DRAFT 2020 RETURN FOR THE TRUST. UPON DISCOVERY, THE ISSUE WAS IMMEDIATELY COMMUNICATED TO THE NEWLY HIRED TRUST OFFICER. THE TRUSTEE IMMEDIATELY CONTACTED THE FINANCIAL AID OFFICES OF THE UNIVERSITIES, AND, BY JANUARY 3, 2022, THE DISTRIBUTION OF $80,815 WAS MADE TO THE FOUR UNIVERSITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt17BEFORE RESIGNING IN SEPTEMBER 2021, THE PRIOR TRUST OFFICER COMMUNICATED THE AMOUNT TO BE DISTRIBUTED TO THE UNIVERSITIES BY MID-OCTOBER 2021. SINCE EMAIL AND PHONE COMMUNICATIONS TO THE RESIGNING TRUST OFFICER WERE DISABLED, IT IS UNKNOWN TO WHAT EXTENT THE UNIVERSITIES ATTEMPTED TO CONTACT THE PRIOR TRUST OFFICER TO INQUIRE AS TO THE STATUS OF THE DISTRIBUTION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt18HOWEVER, AS SOON AS THE NEWLY HIRED TRUST OFFICER RE-ESTABLISHED CONTACT, HE WAS QUERIED BY CONCERNED UNIVERSITY FINANCIAL AID OFFICERS ON THE STATUS OF THE DELAYED DISTRIBUTIONS. THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP CHARITABLE TRUST I IS THE SOLE FUNDING SOURCE OF THE CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP FUND ADMINISTERED AT EACH OF THE FOUR UNIVERSITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt19THE SCHOLARSHIP FUNDS HAVE NO OTHER FUNDING SOURCE EXCEPT FOR THE TRUST. IN FACT, THE TRUST MAKES DISTRIBUTIONS IN EXCESS OF THE AMOUNTS OTHERWISE REQUIRED UNDER THE SUPPORTING ORGANIZATION RULES, IN PART, TO ENSURE THAT THE SCHOLARSHIP FUNDS ARE SUFFICIENTLY FUNDED EACH YEAR. EXCESS DISTRIBUTION CARRYFORWARDS CURRENTLY EQUAL $723,628.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt20NOT RECEIVING THE DISTRIBUTIONS TO FUND THE SCHOLARSHIPS WOULD RESULT IN AN INTERRUPTION OF THE ACTIVITY. THE INSTITUTIONS HAD AN EXPECTATION OF RECEIVING THE AMOUNTS IN TIME FOR SELECTING SCHOLARSHIP RECIPIENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt21HAD THE NEWLY HIRED TRUST OFFICER OF THE SUPPORTING ORGANIZATION NOT INITIATED CONTACT, IT IS EXPECTED THAT THE INSTITUTIONS WOULD HAVE MORE FORMALLY NOTIFIED THE SUPPORTING ORGANIZATION THAT THE FUNDS WERE NOT YET RECEIVED. THE NEED WOULD HAVE BEEN EVIDENT EARLY IN THE SUBSEQUENT YEAR TO ASSURE FUNDING OF THE NEXT FALL AND SPRING SCHOLARSHIP AWARDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt22FURTHERMORE, TO ENSURE ATTENTIVENESS, THE UNIVERSITIES ARE REQUIRED UNDER THE GOVERNING DOCUMENT TO PROVIDE THE TRUST AN ANNUAL REPORT DUE BY APRIL 1ST OF THE FUNDS AWARDED AND DISBURSED. ADDITIONALLY, CONTACT IS MADE ANNUALLY TO PRESENT AND DISCUSS INVESTMENT INFORMATION WITH THE UNIVERSITIES, GENERALLY DURING THE SUMMER MONTHS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt23THE NORMAL PATTERNS OF COMMUNICATION WITH THE SUPPORTING ORGANIZATIONS ARE TO INITIATE CONTACT WITH THE SUPPORTED ORGANIZATIONS IN JANUARY FOR COMMUNICATIONS REGARDING THE SCHOLARSHIP AMOUNTS. IN FEBRUARY, THE PRINCIPAL FINANCIAL AID OFFICERS AT THE FOUR UNIVERSITIES ARE SENT A NOTICE OF THE SCHOLARSHIP AMOUNTS TO BE FUNDED TO THE RESPECTIVE UNIVERSITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt24THE NORMAL PATTERNS OF COMMUNICATION FOR THE SUPPORTING ORGANIZATION ARE TO INITIATE CONTACT WITH THE SUPPORTED ORGANIZATIONS IN JANUARY FOR COMMUNICATIONS REGARDING THE SCHOLARSHIP AMOUNTS. IN FEBRUARY, THE PRINCIPAL FINANCIAL AID OFFICERS ADMINISTERING THE SCHOLARSHIPS AT THE FOUR UNIVERSITIES ARE SENT A NOTICE OF THE SCHOLARSHIP AMOUNTS TO BE FUNDED TO THE RESPECTIVE UNIVERSITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt25FURTHERMORE, TO ENSURE ATTENTIVENESS, THE UNIVERSITIES ARE REQUIRED UNDER THE GOVERNING DOCUMENT TO PROVIDE THE TRUST AN ANNUAL REPORT DUE BY APRIL 1ST OF THE FUNDS AWARDED AND DISBURSED. ADDITIONALLY, CONTACT IS MADE ANNUALLY TO PRESENT AND DISCUSS INVESTMENT INFORMATION WITH THE UNIVERSITIES, GENERALLY DURING THE SUMMER MONTHS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt26THE OTHER COMMUNICATION PERIOD OCCURS UPON COMPLETION OF THE FORM 990, PROVIDING THE FINANCIAL AID OFFICERS A SUMMARY OF THE DISTRIBUTIONS MADE AND A COPY OF THE MOST RECENTLY FILED FORM 990. THIS COMMUNICATION OCCURS IN AUGUST OR SEPTEMBER. BY MID-OCTOBER THE DISTRIBUTION IS MADE TO THE INSTITUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt27IN SUM, THE DELAYED DISTRIBUTION WAS NOT DUE TO LACK OF ATTENTIVENESS, RESPONSIVENESS OR WILLFUL NEGLECT, RATHER IT WAS DUE TO A MISSED SYSTEM ALERT CAUSED BY THE RESIGNATION OF THE LONG-TIME TRUST OFFICER OF THE TRUST. THE ALERT WAS NOT DIRECTED TO ANY OTHER EMAIL RECIPIENTS AND THE COMMUNICATION WAS DEAD-ENDED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt28THE NEWLY HIRED TRUST OFFICER WENT THROUGH SEVERAL WEEKS OF ONBOARDING AND TRAINING AND WOULD NOT HAVE KNOWN OF THE DISTRIBUTION DEADLINE IMMEDIATELY AFTER HIS HIRING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt29AS SOON AS THE ISSUE WAS DISCOVERED, THE UNIVERSITIES WERE CONTACTED AND THE DISTRIBUTIONS WERE EXPEDITED, WELL WITHIN THE 180 DAY CORRECTION PERIOD. REGULAR COMMUNICATIONS TO ENSURE ATTENTIVENESS AND RESPONSIVENESS CONTINUE AS HAS BEEN THE HISTORY OF THE RELATIONSHIP WITH THE UNIVERSITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt30ADDITIONALLY, INTERNAL PROCESSES HAVE BEEN EXAMINED AND MODIFIED TO PREVENT THIS ISSUE FROM REOCCURRING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV - SECTION D - LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV - SECTION D - LINE 2 - CONTINUED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV - SECTION D - LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV - SECTION D - LINE 3 - CONTINUED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V - SECTION D - LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART V - SECTION D - LINE 8 - CONTINUED (1)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6PART V - SECTION D - LINE 8 - CONTINUED (2)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7PART V - SECTION D - LINE 8 - CONTINUED (3)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc8PART V - SECTION D - LINE 8 - CONTINUED (4)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc9PART V - SECTION D - LINE 8 - CONTINUED (5)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc10PART V - SECTION D - LINE 8 - CONTINUED (6)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc11PART V - SECTION D - LINE 8 - CONTINUED (7)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc12PART V - SECTION E - LINE 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc13PART V - SECTION E - LINE 6 - CONTINUED (1)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc14PART V - SECTION E - LINE 6 - CONTINUED (2)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc15PART V - SECTION E - LINE 6 - CONTINUED (3)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc16PART V - SECTION E - LINE 6 - CONTINUED (4)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc17PART V - SECTION E - LINE 6 - CONTINUED (5)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc18PART V - SECTION E - LINE 6 - CONTINUED (6)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc19PART V - SECTION E - LINE 6 - CONTINUED (7)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc20PART V - SECTION E - LINE 6 - CONTINUED (8)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc21PART V - SECTION E - LINE 6 - CONTINUED (9)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc22OLD
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc23PART V - SECTION E - LINE 6 - CONTINUED (10)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc24PLACEHOLDER 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc25PLACEHOLDER 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc26PART V - SECTION E - LINE 6 - CONTINUED (11)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc27PART V - SECTION E - LINE 6 - CONTINUED (12)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc28PART V - SECTION E - LINE 6 - CONTINUED (13)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc29PART V - SECTION E - LINE 6 - CONTINUED (14)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc30PART V - SECTION E - LINE 6 - CONTINUED (15)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc31PART V - SECTION E - LINE 6 - CONTINUED (16)
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILLERSVILLE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SHIPPENSBURG UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WEST CHESTER UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3KUTZTOWN UNIVERSITY
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS & FELLOWSHIPS
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11871 OLD MAIN DRIVE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt315200 KUTZTOWN ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILLERSVILLE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS ITS GRANTS TO ENSURE THAT THE FUNDS ARE BEING USED FOR THE PROPER PURPOSES THROUGH THE RECEIPT OF ANNUAL REPORTS PROVIDED BY THE GRANTEE ORGANIZATIONS THAT DETAIL THE SPECIFIC USE OF THE GRANT FUNDS. THE ORGANIZATION ALSO MAINTAINS REGULAR COMMUNICATION AND PERIODIC WRITTEN CORRESPONDENCE WITH THE GRANTEE ORGANIZATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IRS FORM 990 IS REVIEWED BY A TAX OFFICER OF THE INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE, FULTON BANK, N.A., REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH TRAINING AND REPORTING INITIATIVES IN ACCORDANCE WITH FEDERAL AND STATE LAWS APPLICABLE TO BANKING INSTITUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE, FULTON BANK, N.A., PROVIDES INVESTMENT MANAGEMENT, ADMINISTRATIVE, AND TAX PREPARATION SERVICES TO THE ORGANIZATION AND IS COMPENSATED IN ACCORDANCE WITH ITS PUBLISHED FEE SCHEDULE. FEES FOR THESE SERVICES ARE COMPETITIVE IN THE MARKETPLACE. THE AMOUNT OF THE FEES WAS DISCLOSED ON THE ORGANIZATION'S IRS FORM 1023 APPLICATION, WHICH WAS REVIEWED BY THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC UNLESS REQUIRED DUE TO INCLUSION WITH A FORM THAT IS REQUIRED TO BE PUBLICLY AVAILABLE, IN WHICH CASE, THOSE DOCUMENTS CAN BE OBTAINED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUTUAL FUND INCOME RECOGNIZED IN THE CURRENT TAX YEAR AND POSTED TO THE BALANCE SHEET IN THE SUBSEQUENT TAX YEAR OR POSTED TO THE BALANCE SHEET IN THE CURRENT YEAR AND RECOGNIZED IN THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 7, PART VII, SECTION A

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