2024-03-15T13:14:50-05:00 2023-12-31 232108173 RKL LLP 1330 BROADCASTING ROAD WYOMISSING PA 196106008 990PF 2023-01-01 236262609 THE ROSS LOAN FUND C/O TONIA TUSSIEWILMINGTON TRUST CO ROSS 7172404562 1100 NORTH MARKET STREET DE3-C080 WILMINGTON DE 19890 WILMINGTON TRUST CO C0 T TUSSIE TRUSTEE 3026518079 2024-03-08 1 WILMINGTON TRUST CO C T TUSSIE XXX-XX-XXXX 0 RUTHANN J WOLL CPA P00647342 6103761595 2024-03-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3833156 X X 57139 57139 11450 11450 11450 82479 56925 151068 125514 51530 38647 12883 4750 2375 2375 17902 0 17902 139 139 0 74321 41161 33160 84322 84322 158643 41161 117482 -7575 84353 529437 454694 454694 1196486 1216645 1340284 1991169 2038178 2038178 3717092 3709517 3833156 0 0 X 1196484 1216645 0 0 2520608 2492872 3717092 3709517 3717092 3709517 3717092 -7575 0 3709517 0 3709517 CAPITAL GAINS DIVIDENDS P 11450 11450 11450 11450 1173 0 1173 0 1173 1100 0 0 0 1100 0 73 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 NONE WILMINGTON TRUST CO - TONIA TUSSIE 3026518079 1100 NORTH MARKET STREET DE3-C080 WILMINGTON DE 19890 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILMINGTON TRUST COMPANY 1100 NORTH MARKET STREET WILMINGTON DE 19890 TRUSTEE 5.00 51530 0 0 NONE 0 NONE 0 THE FUND WAS ESTABLISHED TO PROVIDE LOW-INTEREST LOANS TO QUALIFIED STUDENTS IN FRANKLIN COUNTY FOR EDUCATIONAL PURPOSES. DURING 2023, 25 NEW LOANS WERE MADE TO STUDENTS. A TOTAL OF 194 LOANS ARE CURRENTLY OUTSTANDING.THE LOAN ADMINISTRATION FEES FOR THE LOANS WERE TOTALING $17,902. 17902 EDUCATIONAL LOANS TO INDIVIDUALS 378765 378765 1258568 559364 0 1817932 0 0 1817932 27269 1790663 89533 89533 1173 1173 88360 331756 420116 0 420116 117482 378765 496247 420116 495446 0 0 496247 495446 0 0 801 0 0 0 0 0 0 0 0 419315 0 0 0 THE JANE R ROSS TRUST 1415 RITNER HIGHWAY CARLISLE PA 17013 7172404562 THE ENTITY HAS DEVELOPED A STANDARD ONLINE APPLICATION THROUGH CAMPUS DOOR HOLDINGS, INC. APPLICATION QUESTIONS FOR THE APPLICANT INCLUDE BORROW/COSIGNER DEMOGRAPHIC INFORMATION, BORROWER ENROLLMENT AND LOAN REQUEST DATA; BORROWER/COSIGNER EMPLOYMENT AND INCOME INFORMATION, AND REFERENCE INFORMATION. APPLICATIONS RECEIVED PRIOR TO MARCH 31 WILL RECEIVE A CREDIT DECISION IN APRIL. BORROWER MUST BE A GRADUATE OF THE CHAMBERSBURG AREA SCHOOL DISTRICT OR OTHER SECONDARY SCHOOL IN FRANKLIN COUNTY, PA. BORROWER MUST BE ENROLLED AT LEAST PART TIME AT AN ELIGIBLE SCHOOL DEFINED AS ANY COLLEGE OR PROFESSIONAL SCHOOL ON THE U.S. DEPARTMENT OF EDUCATION DATABASE OF ACCREDITED POSTSECONDARY INSTITUTIONS AND PROGRAMS OR ANY DEGREE GRANTING INSTITUTE OF HIGHER LEARNING APPROVED BY THE PENNSYLVANIA STATE DEPARTMENT OF EDUCATION. BORROWER AND COSIGNER MUST BE EITHER A US CITIZEN OR A PERMANENT RESIDENT ALIEN. BORROWER AND COSIGNER MUST BE THE AGE OF MAJORITY IN THEIR STATE OF RESIDENCE. BORROWER MUST HAVE AN ANNUAL INCOME OF AT LEAST $15,000 IF THERE IS NO COSIGNER. BOTH BORROWER AND COSIGNER ARE SUBJECT TO CREDIT APPROVAL BASED ON REQUIREMENTS INCLUDED IN THE APPLICATION PACKAGE. THE MINIMUM LOAN AMOUNT IS $500 AND THE MAXIMUM IS $25,000. THERE IS A LIFETIME AGGREGATE BORROWING LIMIT OF $100,000. FOUNDATION FOR ENHANCING COMMUNITIES 200 NORTH 3RD STREET 8TH FLOOR HARRISBURG PA 17108 PC GENERAL CONTRIBUTION FOR COMMUNITY 84322 84322 0 STUDENT LOAN INTEREST 56925 OTHER INCOME 25554 14 57139 14 11450 0 68589 82479 151068 1A STUDENT LOAN INTEREST 0 0 0 0 0 0 0 0 0 0 RKL LLP 4750 2375 2375 ELECTION TO APPLY REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME FROM CURRENT YEAR TO PREVIOUS YEARS. REAL ASSETS AT COST 40239 39272 INTERNATIONAL EQUITIES AT COST 216994 249918 HEDGE FUNDS AT COST 61182 65085 FIXED INCOME INVESTMENTS AT COST 451552 416615 DOMESTIC EQUITIES AT COST 446678 569394 STUDENT LOANS 1991169 2038178 2038178 MISCELLANEOUS 139 139 0 STUDENT LOAN INTEREST 56925 56925 56925 OTHER INCOME 25554 25554 LOAN SERVICING AND ORIGINATION 17902 0 17902