Form 990 - Susquehanna University

Form 990 - Susquehanna University Form 990 - Susquehanna University

05.09.2014 Views

Schedule L (Form 990 or 990-EZ) 2010 SUSQUEHANNA UNIVERSITY 23-1353385 Part V Supplemental Information Complete this part to provide additional information for responses to questions on Schedule L (see instructions). Page 2 TRUSTEE (C) AMOUNT OF TRANSACTION $ 134,000. (D) DESCRIPTION OF TRANSACTION: LEGAL FEES: JOHN CARPENTER, SECRETARY OF THE UNIVERSITY’S BOARD, IS A PRACTITIONER IN THE LAW FIRM OF CARPENTER AND CARPENTER. THE UNIVERSITY MAINTAINS A BUSINESS RELATIONSHIP WITH MR. CARPENTER IN THAT HE IS THE SOLICITOR FOR THE UNIVERSITY’S LEGAL AFFAIRS. THIS RELATIONSHIP IS DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: FRANK LEBER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE (C) AMOUNT OF TRANSACTION $ 18,000. (D) DESCRIPTION OF TRANSACTION: LEGAL FEES: FRANK LEBER, TRUSTEE, IS AN ATTORNEY AT THE LAW FIRM RHOADS AND SINON, LLP. THE UNIVERSITY MAINTAINS A RELATIONSHIP WITH RHOADS AND SINON FOR LEGAL SERVICES. MR. LEBER RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THIS BUSINESS RELATIONSHIP. THIS RELATIONSHIP IS DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. (E) SHARING OF ORGANIZATION REVENUES? = NO 032461 09-23-10 Schedule L (Form 990 or 990-EZ) 2010

SCHEDULE M (Form 990) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 31 33 b b 29 OMB No. 1545-0047 J Complete if the organizations answered "Yes" on Form Department of the Treasury Internal Revenue Service 990, Part IV, lines 29 or 30. J Attach to Form 990. Open to Public Inspection Name of the organization Employer identification number SUSQUEHANNA UNIVERSITY 23-1353385 Part I Types of Property (a) (b) (c) (d) Check if Method of determining applicable noncash contribution amounts Art - Works of art ~~~~~~~~~~~~~ Art - Historical treasures ~~~~~~~~~ Art - Fractional interests ~~~~~~~~~~ Books and publications ~~~~~~~~~~ Clothing and household goods ~~~~~~ Cars and other vehicles ~~~~~~~~~~ Boats and planes ~~~~~~~~~~~~~ Intellectual property Securities - Publicly traded ~~~~~~~~~~~ ~~~~~~~~ Securities - Closely held stock~~~~~~~ Securities - Partnership, LLC, or trust interests Securities - Miscellaneous ~~~~~~~~~~~~~~ Qualified conservation contribution - Historic structures ~~~~~~~~ ~~~~~~~~~~~~ Qualified conservation contribution - Other~ Real estate - Residential Real estate - Commercial ~~~~~~~~~ Real estate - Other ~~~~~~~~~ ~~~~~~~~~~~~ Collectibles ~~~~~~~~~~~~~~~~ Food inventory ~~~~~~~~~~~~~~ Drugs and medical supplies ~~~~~~~~ Taxidermy Historical artifacts Scientific specimens ~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~ Archeological artifacts ~~~~~~~~~~ Other J ( ) Other J ( ) Other J ( ) Other J ( ) Number of contributions or items contributed Number of Forms 8283 received by the organization during the tax year for contributions Noncash contribution amounts reported on Form 990, Part VIII, line 1g for which the organization completed Form 8283, Part IV, Donee Acknowledgement ~~~~ 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," describe the arrangement in Part II. Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? ~~~~~~ 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash LHA contributions? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," describe in Part II. If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. Noncash Contributions X 179. MARKET VALUE X 24 640,141. MARKET VALUE X 2 113,179. MARKET VALUE 2010 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) (2010) 30a 31 32a Yes X X No X 032141 12-23-10

SCHEDULE M<br />

(<strong>Form</strong> <strong>990</strong>)<br />

1<br />

2<br />

3<br />

4<br />

5<br />

6<br />

7<br />

8<br />

9<br />

10<br />

11<br />

12<br />

13<br />

14<br />

15<br />

16<br />

17<br />

18<br />

19<br />

20<br />

21<br />

22<br />

23<br />

24<br />

25<br />

26<br />

27<br />

28<br />

29<br />

31<br />

33<br />

b<br />

b<br />

29<br />

OMB No. 1545-0047<br />

J Complete if the organizations answered "Yes" on <strong>Form</strong><br />

Department of the Treasury<br />

Internal Revenue Service<br />

<strong>990</strong>, Part IV, lines 29 or 30.<br />

J Attach to <strong>Form</strong> <strong>990</strong>.<br />

Open to Public<br />

Inspection<br />

Name of the organization<br />

Employer identification number<br />

SUSQUEHANNA UNIVERSITY 23-1353385<br />

Part I Types of Property<br />

(a) (b) (c) (d)<br />

Check if<br />

Method of determining<br />

applicable<br />

noncash contribution amounts<br />

Art - Works of art ~~~~~~~~~~~~~<br />

Art - Historical treasures<br />

~~~~~~~~~<br />

Art - Fractional interests ~~~~~~~~~~<br />

Books and publications ~~~~~~~~~~<br />

Clothing and household goods<br />

~~~~~~<br />

Cars and other vehicles ~~~~~~~~~~<br />

Boats and planes ~~~~~~~~~~~~~<br />

Intellectual property<br />

Securities - Publicly traded<br />

~~~~~~~~~~~<br />

~~~~~~~~<br />

Securities - Closely held stock~~~~~~~<br />

Securities - Partnership, LLC, or<br />

trust interests<br />

Securities - Miscellaneous<br />

~~~~~~~~~~~~~~<br />

Qualified conservation contribution -<br />

Historic structures<br />

~~~~~~~~<br />

~~~~~~~~~~~~<br />

Qualified conservation contribution - Other~<br />

Real estate - Residential<br />

Real estate - Commercial ~~~~~~~~~<br />

Real estate - Other<br />

~~~~~~~~~<br />

~~~~~~~~~~~~<br />

Collectibles ~~~~~~~~~~~~~~~~<br />

Food inventory ~~~~~~~~~~~~~~<br />

Drugs and medical supplies ~~~~~~~~<br />

Taxidermy<br />

Historical artifacts<br />

Scientific specimens<br />

~~~~~~~~~~~~~~~~<br />

~~~~~~~~~~~~<br />

~~~~~~~~~~~<br />

Archeological artifacts ~~~~~~~~~~<br />

Other J ( )<br />

Other J ( )<br />

Other J ( )<br />

Other J ( )<br />

Number of<br />

contributions or<br />

items contributed<br />

Number of <strong>Form</strong>s 8283 received by the organization during the tax year for contributions<br />

Noncash contribution<br />

amounts reported on<br />

<strong>Form</strong> <strong>990</strong>, Part VIII, line 1g<br />

for which the organization completed <strong>Form</strong> 8283, Part IV, Donee Acknowledgement ~~~~<br />

30a<br />

During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for<br />

at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for<br />

the entire holding period? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~<br />

If "Yes," describe the arrangement in Part II.<br />

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? ~~~~~~<br />

32a<br />

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash<br />

LHA<br />

contributions? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~<br />

If "Yes," describe in Part II.<br />

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,<br />

describe in Part II.<br />

Noncash Contributions<br />

X<br />

179. MARKET VALUE<br />

X 24 640,141. MARKET VALUE<br />

X 2 113,179. MARKET VALUE<br />

2010<br />

For Paperwork Reduction Act Notice, see the Instructions for <strong>Form</strong> <strong>990</strong>. Schedule M (<strong>Form</strong> <strong>990</strong>) (2010)<br />

30a<br />

31<br />

32a<br />

Yes<br />

X<br />

X<br />

No<br />

X<br />

032141<br />

12-23-10

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