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HomeMy WebLinkAbout03-07-05 TO Register of Wills Office Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 SUBJECT: PNC, Trustee Account FROM JOHNSON, DUFFIE, STEWART &. WEIDNER Attorneys at Law P.O. Box 109 Lemoyne, PA 17043 (717) 761-4540 Fax: 717 761-3015 DATE: March 3, 2005 Enclosed to be included in the March 25, 2005 filings is an original and copy of the First and Final Account of PNC Bank, Trustee of the Deed of Trust of the Susquehanna Trail Chapter of the American Business Women's Association. Also enclosed is a check in the amount of $130.00, for the filing charges. If there are any additional charges to file the account, please contact me so that I can forward a check in order that the Account will be included in the March 25th filings. I am enclosing an envelope for you to send the receipt for the filing charges to me. Thank you. SIGNED: .. / COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PA ORPHANS' COURT DIVISION DEED OF TRUST OF THE SUSQUEHANNA TRAIL CHAPTER AMERICAN WOMEN'S ASSOCIATION NO. .,2/ -0 S- -d \l FIRST AND FINAL ACCOUNT OF PNC BANK, NATIONAL ASSOCIATION TRUSTEE UNDER REVOCABLE AGREEMENT DATED 1/31/83 FOR CENTRAL PENNSYLVANIA BUSINESS COllEGE EDUCATIONAL FOUNDATION ACCOUNT STATED TO: JANUARY 12, 2005 ------------------------------------------------------------------------------ ------------------------------------------------------------------------------ HJH PURPOSE OF ACCOUNT: THE TRUSTEE OFFERS THIS ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCUR ED DURING ITS ADMINISTRATION OF THE TRUST. IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLY EXAMINED~ REQUESTS FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED WITH: PNC BANK, NATIONAL ASSOCIATION C/O MEGAN DOLAN TRUST SERVICES ADMINISTRATOR PERSONAL TRUST SERVICES DEPT MAIL STOP: P2-PTPP-05-1 620 LIBERTY AVENUE PITTSBURGH, PA 15222-2719 TELEPHONE (412) 768-9185 RICHARD W STEWART, ESQUIRE 301 MARKET STREET PO BOX 109 LEMOYNE, PA 17043-0109 TELEPHONE (717) 761-4540 CENTRAL PENN EDUCATIONAL FDN PRINCIPAL RECEIPTS NET GAIN/LOSS ON CONVERSIONS ADJUSTED BALANCE LESS DISBURSEMENTS BALANCE BEFORE DISTRIBUTIONS DISTRIBUTIONS TO BENEFICIARIES PRINCIPAL BALANCE ON HAND INVESTMENTS MADE CHANGES IN INVESTMENT HOLDINGS INCOME RECEIPTS LESS DISBURSEMENTS BALANCE BEFORE DISTRIBUTIONS DISTRIBUTIONS TO BENEFICIARIES INCOME BALANCE ON HAND COMBINED BALANCES REMAINING 16-27-027~6604450 SUMMARY AND INDEX PAGES 3 31 30 1,099,953.60 33 17,698.43 1,117,652.03 34 - 35 163,966.00~ 953,686.03 36 57 58 60 906,364.57- 58 59 47,321.46 61 63 64 73 23,885.88 74 77 16,268.01~ 7,617.87 7,617.87- 78 79 80 80 .00 47,321.46 - 2 - " CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL 16-27-027-6604450 2/02/83 THE SUSQUEHANNA TRAIL CHAPTER OF THE AMERICAN BUSINESS WOMEN'S ASSOCIATION INITIAL FUNDING OF TRUST PER EXHIBIT A OF TRUST AGREEMENT THE HAROLD STAHLE CONTRIBUTIONS 1/13/84 7/03/84 7/09/8' 11/29/84 5/31/85 7/15/85 1/13/86 '/30/86 7/30/92 9/26/9. 10/20/9. 10/26/9. 10/28/94 11/04/94 11/09/94 1/03/95 2/16/95 5/05/04 2,300.00 SR MEMORIAL FUND 500.00 50.00 125.00 60.00 20.00 25.00 100.00 25.00 75.00 50.00 150.00 15.00 100.00 150.00 100.00 25.00 15.00 12,500.00 THE BART AND JEAN MILANO FUND CONTRIBUTIONS 14,085.00 2/03/8' 11/09/84 1/08/86 1/26/87 1/27/87 1/27/87 1/29/87 1/30/87 2/03/87 2/06/87 2/06/87 2/10/87 2/20/87 3/17/87 5/27/87 7/02/87 8/10/87 9/24/87 12/29/87 1/05/88 2/17/88 7/27/BB 9/12/88 12/20/88 12/22/88 12/30/88 5/01/89 500.00 500.00 500.00 20.00 10.00 25.00 50.00 207.50 22.50 175.00 25.00 25.00 20.00 25.00 100.00 150.00 150.00 100.00 10.00 100.00 100.00 1,500.00 100.00 10.00 100.00 1,000.00 100.00 - 3 - CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 RECEIPTS OF PRINCIPAL 5/01/89 5/09/89 5/09/89 5/15/89 5/15/89 5/30/89 5/30/89 6/07/89 6/07/89 6/16/89 6/26/89 7/06/89 7/19/89 8/11/89 9/14/89 6/11/90 12/03/90 3/15/91 3/15/91 6/13/91 6/13/91 7/03/91 7/03/91 7/11/91 7/15/91 7/22/91 8/19/91 8/28/91 11/06/91 1/14/94 2/21/95 3/27/95 4/06/95 6/05/95 7/10/95 7/24/95 12/11/96 9/15/97 5/26/99 11/05/99 10/27/00 1/04/02 1/02/04 160.00 200.00 25.00 125.00 5.00 25.00 590.00 65.00 40.00 110.00 100.00 50.00 10.00 105.00 100.00 100.00 150.00 100.00 25.00 175.00 200.00 85.00 85.00 65.00 115.00 45.00 70.00 525.00 757.50 200.00 25.00 100.00 100.00 100.00 100.00 100.00 500.00 50.00 250.00 38.00 100.00 100.00 2,000.00 13.595.50 ANONYMOUS CONTRIBUTIONS 2/03/84 10/22/85 10/05/88 10/05/88 10/05/88 10/05/88 10/05/88 7/19/89 11/27/89 2/23/90 100.00 1,000.00 18.00 17.00 10.00 55.25 33.00 25.00 1,500.00 25.00 - 4 - CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 RECEIPTS OF PRINCIPAL 4/11/91 3/30/92 5/05/92 6/03/92 6/25/93 7/2B/93 B/02/93 8/09/93 B/17/93 9/02/93 9/14/93 9/23/93 12/07/93 1/27/94 11/15/94 11/17/94 3/31/95 11/13/97 95.00 50.00 100.00 75.00 250.00 100.00 25.00 25.00 3,300.00 890.35 1,150.00 200.00 100.00 50.00 25.00 25.00 100.00 60,000.00 69.343.60 5/14/84 NARFE CHAPTER 1816 CONTRIBUTION 20.00 2/01/85 MR AND MRS E L BEVINGER CONTRIBUTION 25.00 2/28/85 DEVER BUSINESS SERVICES CONTRIBUTION 10.00 3/06/85 THE AMP FOUNDATION CONTRIBUTION 125.00 4/08/85 GEIGER AND LORIA REPORTING SERVICES INC CONTRIBUTION 25.00 5/09/85 MARIAN J OWEWINE CONTRIBUTION 100.00 5/09/85 JURIST REPORTING SERVICES CONTRIBUTION 100.00 5/09/85 H B ALEXANDER AND SON INC CONTRIBUTION 100.00 5/17/85 MONICK STENOGRAPHIC SERVICES INC CONTRIBUTION 100.00 5/17/85 PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE CO CONTRIBUTION 250.00 CENTRAL PENNSYLVANIA BUSINESS SCHOOL ALUMNI ASSOCIATION CONTRIBUTIONS 5/31/85 3/24/86 25.00 1,000.00 - 5 - CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 RECEIPTS OF PRINCIPAL 7/15/86 6/15/87 11/18/87 1/22/88 2/17/88 9/22/88 11/18/88 12/20/88 1/04/89 4/25/89 4/09/90 4/24/90 5/14/90 12/19/90 2/26/91 9/23/91 12/02/91 1/23/92 8/17/92 12/28/92 3/22/93 4/12/93 6/14/94 8/05/94 8/25/94 3/27/95 5/18/01 5/18/01 6,000.00 2,000.00 5,000.00 1,000.00 25.00 25.00 1,500.00 15,050.00 1,550.00 25.00 25.00 25.00 50.00 75.00 25.00 225.00 25.00 2,000.00 50.00 75.00 25.00 50.00 225.00 550.00 575.00 25.00 650.00 150.00 38,025.00 8/27/85 NANCY L LIDDICK CONTRIBUTION 25.00 10/18/85 CONTEMPORARY SINGERS OF CENTRAL PENNSYLVANIA BUSINESS SCHOOL CONTRIBUTION 113.00 1/23/86 CONTEMPORARY SINGERS OF CENTRAL PENNSYLVANIA BUSINESS SCHOOL CONTRIBUTION 140.00 9/23/86 MARIAN J OWEWINE CONTRIBUTION 100.00 THE W HARTSOCK MEMORIAL FUND CONTRIBUTIONS 12/12/86 1/29/90 10/29/92 10/28/94 100.00 50.00 125.00 5,000.00 5,275.00 12/18/86 K ALDINGER CONTRIBUTION 10.00 7/29/87 HAROLD CHARLES MILLER CONTRIBUTION 20.00 - 6 - CENTRAL PENN EDUCATIONAL FDN 16'27-027-6604450 RECEIPTS OF PRINCIPAl. 8/10/87 HUNTER REESE GRAYBILL & BUCHER CONTRIBUTION 125.00 ROTARY CLUB OF CONTRIBUTIONS 7/07/88 7/05/89 7/16/90 7/16/90 8/28/91 COLONIAL PARK 1,000.00 1,500.00 2,000.00 14.50 500.00 5,014.50 PROCEEDS ON SALE OF CHRISTMAS CARDS CONTRIBUTIONS 10/19/88 10/24/88 12/07/88 12/12/88 12/20/88 12/21/88 1/25/89 2/17/89 3/01/89 5/30/89 10/26/89 11/27/89 12/11/89 4/20/90 696.00 809.70 110.50 961.75 220.50 89.00 167.00 75.75 7.75 22.25 46.50 15.50 40.00 17.50 3,279.70 PROCEEDS FROM FESTIVAL CONTRIBUTIONS 11/14/88 11/16/89 10/18/90 THE ANNUAL ARTS 400.50 633.75 752.00 1,786.25 THE SCORE FUND CONTRIBUTIONS 11/22/88 11/16/89 7/16/90 8/28/91 1/23/92 7/16/93 500.00 250.00 250.00 500.00 500.00 500.00 2,500.00 3/01/89 FRANCES F KONHAUS CONTRIBUTION 25.00 4/25/89 THE MARIA MCARDLE FUND CONTRIBUTION 100.00 THE MARIA ROTHERMEL FUND CONTRIBUTIONS 4/25/89 100.00 . 7 . CENTRAL PENN EDUCATIONAL FDN 16-27-027.6604450 RECEIPTS OF PRINCIPAL 1/23/90 10/24/91 230.00 500.00 830.00 8/24/89 MCKEES WALLACE AND NURICK CONTRIBUTION 100.00 9/05/89 CAROL H FURLONG CONTRIBUTION 20.00 9/11/89 WILLIAM BERKHEIMER CONTRIBUTION 25.00 TRANSFER FROM INCOME TO PRINCIPAL 12/29/89 12/28/90 6/28/91 2/17/98 1/06/99 1,679.71 1,250.29 331.69 1,383.43 1,525.00 6,170.12 1/16/90 FROM CHARLOTTE KOFFENBERGER FOR THE BART MILANO FUND ROBERT FOLK CONTRIBUTION THE TONY HERROLD FUND CONTRIBUTION THE SHERI L MUTHARD FUND CONTRIBUTION THE ANNA NICKEY FUND CONTRIBUTIONS 3/11/91 240.00 3/15/91 195.00 3/20/91 80.00 6/13/91 25.00 7/03/91 150.00 12/16/03 25.00 ---------- THE GENERAL FUND CONTRIBUTIONS 6/13/91 5.00 7/03/91 50.00 7/11/91 225.00 8/19/91 50.00 8/28/91 210.00 9/03/91 550.00 9/16/91 275.00 10/24/91 60.00 12/02/91 25.00 9/22/92 2,300.00 2/14/96 72.00 3/29/96 1,000.00 8 50.00 1/16/90 100.00 12/10/90 100.00 12/20/90 175.00 715.00 CENTRAL PENN EDUCATIONAL FDN 4/12/96 8/12/96 9/27/96 2/23/98 8/28/98 10/26/98 7/20/01 9/12/01 9/12/01 9/12/01 9/12/01 9/12/01 9/12/01 9/12/01 9/12/01 9/12/01 12/05/01 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 1/31/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/12/02 3/25/02 3/25/02 4/22/02 4/23/02 4/23/02 5/17/02 11/25/02 RECEIPTS OF PRINCIPAL 16.27-027-6604450 . 9 . 25.00 25.00 4,000.00 442.50 425.00 87,000.00 100.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 250.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 50.00 25.00 25.00 25.00 25.00 50.00 50.00 375.00 CENTRAL PENN EDUCATIONAL FDN 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 5/13/03 5/13/03 7/16/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 2/03/04 3/10/04 3/10/04 3/10/04 3/10/04 3/10/04 3/10/04 RECEIPTS OF PRINCIPAL 16.27-027-6604450 - 10 - 25.00 100.00 100.00 100.00 100.00 100.00 25.00 100.00 25.00 25.00 50.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 RECEIPTS OF PRINCIPAL 3/10/0. 3/10/04 3/10/0' 3/10/0. 3/10/0' 3/10/04 3/10/04 3/10/0' 3/10/0. 3/10/04 3/10/04 3/10/04 3/10/0' 3/10/04 3/10/04 3/10/0' 3/10/04 3/10/04 3/10/04 3/10/04 3/10/04 5/05/04 5/05/04 5/20/04 7/22/04 7/27/04 7/27/04 7/27/04 7/27/04 7/27/04 7/27/04 7/27/0' 7/27/04 7/27/04 7/27/04 7/27/04 8/10/04 8/13/04 9/09/04 10/04/04 10/05/04 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 150.00 400.00 150.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 250.00 25.00 25.00 1,000.00 1,000.00 104,464.50 7/22/91 THE RAE YOUNG FUND CONTRIBUTION 25.00 1/16/92 ROBERT FOLK FOR MR AND MRS JACK MURRAY CONTRIBUTION 25.00 1/16/92 JAY AND LORI PLUMLEY CONTRIBUTION 50.00 1/23/92 FRED AND ELEANOR MUMMA CONTRIBUTION 50.00 - 11 - CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL 16-27-027-6604450 9/25/92 G PIERCE CONTRIBUTION 1/19/93 CALVIN AND JUANITA TURNER CONTRIBUTION 3/24/93 DENISE VOGEL CONTRIBUTION 3/25/93 CATERING WITH CLASS CONTRIBUTION 3/30/93 KRIS WINNICXI CONTRIBUTION GOLF TOURNAMENT INCOME CONTRIBUTIONS 7/28/94 8/05/94 8/25/94 9/14/94 11/04/94 8/30/95 10/27/95 8/30/96 10/21/96 9/15/97 100.00 30.00 25.00 20.00 15.00 3,600.00 975.00 805.00 25.00 150.00 5,161. 00 1,047.00 5,450.00 50.00 5,730.00 22,993.00 THE EDWIN W AND CAROL ENGERER FUND CONTRIBUTIONS 1/03/95 5/02/01 12/05/01 12/05/01 1/04/02 11/06/02 2/05/03 12/22/03 BART & JEAN MILANO FUND 100.00 GENERAL FUND 50.00 CONTRIBUTIONS J MARTIN ENGLE FUND 500.00 GENERAL FUND 25.00 CONTRIBUTIONS JEAN P MILANO FUND 30.00 GENERAL FUND 25.00 CONTRIBUTIONS 2/06/95 MARIA ROTHERMEL FUND HAROLD STAHLE FUND EDWIN & CAROL ENGERER FUND CONTRIBUTIONS 6/26/95 8/17/95 8131/95 - 12 + 1,000.00 1.20 1.20 174.41 300.00 100.00 300.00 300.00 2,176.81 500.00 65.00 1,000.00 1,565.00 150.00 525.00 55.00 CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL 16.27.027.6604450 J MARTIN ENGLE FUND CONTRIBUTIONS 3/25/96 250.00 7/29/96 250.00 12/04/96 250.00 6/01/98 500.00 1/07/02 500.00 8/06/02 500.00 1/12/04 1,000.00 6/09/04 10,000.00 .......... GOLF TOURNAMENT INCOME 1013.00 GENERAL FUND 75.00 CONTRIBUTIONS 10/20/95 JEAN P MILANO FUND J MARTIN ENGLE FUND GENERAL FUND CONTRIBUTIONS 12/18/95 J MARTIN ENGLE FUND JEAN MILANO FD CONTRIBUTIONS 1/24/96 EDWIN & CAROL ENGERER FUND JEAN & BART MILANO FUND HAROLD J STAHLE FUND GENERAL FUND CONTRIBUTIONS 3/04/96 EDWIN & CAROL ENGERER FUND BART & JEAN MILANO FUND GENERAL FUND CONTRIBUTIONS 10/02/96 1/23/97 EDWIN & CAROL ENGERER FUND GENERAL FUND CONTRIBUTIONS 3/04/97 HAROLD STAHLE SR FUND BART MILANO FUND GENERAL FUND CONTRIBUTIONS 4/25/97 HAROLD STAHLE SR FUND GENERAL FUND CONTRIBUTIONS 5/12/97 ART SHOW AUCTION GENERAL FUND CONTRIBUTIONS 5/19/97 BART & JEAN MILANO GENERAL FUND . 13 . 13 0.00 1,000.00 625.00 1,755.00 500.00 100.00 600.00 1000.00 150.000 50.00 50.00 1,250.00 1000.00 150.00 47.00 1,197.00 13,250.00 1,088.00 500.00 1,310.00 1,810.00 35.00 35.00 64.26 134.26 500.00 20.00 520.00 1050.00 30.00 1,080.00 75.00 3.00 78.00 CENTRAL PENN EDUCATIONAL FDN 16.27.027-6604450 RECEIPTS OF PRINCIPAL 8/06/97 LYNN MUELLER CONTRIBUTION 50.00 10/31/97 BRICK FUND 3,000.00 GOLF TOURNAMENT 100.00 BART " JEAN MILANO 100.00 GENERAL FUND 40.00 GUS HERROLD FUND 20.00 CONTRIBUTIONS 3,685.00 NANCY BROWN CONTRIBUTIONS 12/15/97 75.00 9/15/98 75.00 5/18/01 85.00 5/18/01 85.00 5/22/01 85.00 ---.--.-.- 405.00 1/09/98 CATHY LOGAN FUND 100.00 EDWIN " CAROL ENGERER FUND 250.00 BART " JEAN MILANO FUND 350.00 GENERAL FUND 25.00 CONTRIBUTIONS 825.00 2/06/98 BRICK FUND 225.00 CATHY LOGAN FUND 50.00 GENERAL FUND 35.00 BART " JEAN MILANO FUND 50.00 CONTRIBUTIONS 420.00 THE BRICK FUND CONTRIBUTIONS 2/06/98 75.00 3/17/98 75.00 9/26/02 10.00 9/26/02 75.00 9/26/02 85.00 ---------- 320.00 4/14/98 THE MUSEUM FUND CONTRIBUTION 50.00 5/06/98 BRICK FUND 75.00 GENERAL FUND 46.43 CONTRIBUTIONS 121. 43 7/24/98 LEE CAVE FUND 250.00 EDWIN " CAROL ENGERER FUND 300.00 GENERAL FUND 100.00 CONTRIBUTIONS 650.00 8/07/98 WALK OF FAME 300.00 GENERAL FUND 25.00 CONTRIBUTIONS 325.00 - 14 - CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL 16-27-027-6604450 9/04/98 GOLF TOURNAMENT LEE CAVE FUND ELIZABETH BOLLINGER FUND CONTRIBUTIONS 10/15/98 BRICK FUND J MARTIN ENGLE FUND CATHY D LOGAN FUND GENERAL FUND CONTRIBUTIONS 1/13/99 BRICK FUND BAR & JEAN MILANO FUND LEEE CAVE FUND CONTRIBUTIONS 5/21/99 CENTRAL PENN GOLF OPEN CAROL & EDWIN ENGERER FUND CONTRIBUTIONS 9,780.00 500.00 200.00 10,432.00 825.00 500.00 25.00 25.00 1,375.00 75.00 250.00 250.00 575.00 2,540.00 2.40 2,542.40 CENTRAL PENNSYLVANIA GOLF OPEN CONTRIBUTIONS 5/24/99 5/28/99 7/26/99 8/20/99 4/06/00 6/23/00 7/24/00 8/17/00 9/0B/00 10/02/00 10/19/00 5/1B/01 5/1B/01 5/18/01 5/18/01 5/18/01 5/1B/01 5/18/01 5/22/01 5/22/01 6/0B/01 6/0B/01 6/08/01 6/0B/01 7/20/01 7/20/01 7/20/01 7/20/01 7/20/01 7/20/01 7/20/01 7/20/01 7/20/01 7/20/01 7/20/01 - 15 - 650.00 750.00 4,050.00 2,675.00 1,800.00 2,850.00 1,375.00 1,925.00 4,711.00 100.00 100.00 100.00 550.00 350.00 100.00 100.00 350.00 100.00 500.00 650.00 100.00 500.00 500.00 650.00 650.00 650.00 650.00 500.00 500.00 250.00 100.00 100.00 50.00 650.00 650.00 .' CENTRAL PENN EDUCATIONAL FDN 7/20/01 7/23/01 7/23/01 7/23/01 7/23/01 7/23/01 7/31/01 7/31/01 7/31/01 7/31/01 7/31/01 7/31/01 7/31/01 8/16/01 8/16/01 8/16/01 8/16/01 8/16/01 8/16/01 8/16/01 B/16/01 8/20/01 8/20/01 8/20/01 9/12/01 9/12/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 9/14/01 4/22/02 4/22/02 4/22/02 4/22/02 4/23/02 4/23/02 4/30/02 4/30/02 4/30/02 4/30/02 4/30/02 4/30/02 4/30/02 RECEIPTS OF PRINCIPAL 16-27-027-6604450 - 16 - 650.00 650.00 650.00 650.00 100.00 200.00 500.00 325.00 325.00 325.00 300.00 100.00 200.00 650.00 650.00 250.00 2DO.OO 75.00 75.00 100.00 150.00 300.00 100.00 300.00 350.00 350.00 6.00 25.00 75.00 650.00 500.00 150.00 291.00 400.00 650.00 300.00 150.00 150.00 150.00 100.00 100.00 75.00 25.00 25.00 100.00 100.00 500.00 50.00 500.00 500.00 650.00 25.00 100.00 50.00 25.00 100.00 500.00 CENTRAL PENN EDUCATIONAL FDN 4/30/02 5/03/02 5/03/02 5/21/02 5/31/02 5/31/02 6/05/02 6/28/02 6/28/02 6/28/02 7/22/02 7/22/02 7/22/02 7/22/02 7/22/02 7/22/02 7/22/02 7/22/02 7/22/02 8/06/02 8/06/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 8/20/02 9/26/02 9/26/02 9/26/02 9/26/02 9/26/02 9/26/02 9/26/02 9/26/02 9/26/02 9/26/02 10/28/02 10/28/02 5/13/03 5/13/03 5/13/03 5/13/03 RECEIPTS OF PRINCIPAL 16,27,027-6604450 - 17 - 350.00 500.00 650.00 650.00 650.00 350.00 650.00 650.00 650.00 100.00 650.00 650.00 650.00 350.00 100.00 325.00 325.00 100.00 650.00 250.00 150.00 25.00 50.00 75.00 80.00 100.00 100.00 150.00 175.00 200.00 225.00 250.00 300.00 300.00 300.00 400.00 415.00 500.00 650.00 650.00 650.00 100.00 200.00 200.00 200.00 225.00 300.00 350.00 982.00 75.00 85.00 350.00 300.00 50.00 500.00 500.00 500.00 CENTRAL PENN EDUCATIONAL FDN 5/13/03 5/13/03 6/02/03 6/02/03 6/02/03 6/09/03 6/09/03 6/09/03 6/09/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/22/03 7/22/03 7/22/03 8/14/03 8/14/03 8/14/03 8/14/03 8/14/03 8/14/03 8/14/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 9/15/03 RECEIPTS OF PRINCIPAL 16-27-027-6604450 - 18 - 650.00 650.00 100.00 100.00 650.00 325.00 325.00 500.00 500.00 250.00 250.00 100.00 100.00 100.00 100.00 75.00 300.00 650.00 650.00 650.00 650.00 650.00 200.00 250.00 50.00 150.00 75.00 350.00 300.00 150.00 75.00 250.00 350.00 650.00 1,300.00 650.00 75.00 75.00 150.00 200.00 300.00 300.00 500.00 651.00 350.00 350.00 33.33 20.00 25.00 13 .34 150.00 75.00 70.00 25.00 650.00 650.00 200.00 .. CENTRAL PENN EDUCATIONAL FDN 12/16/03 2/03/04 5/05/04 5/05/04 5;05/04 5/05/04 5/05/04 5/05/04 5/20/04 6/09/04 6/09/04 6/09/04 6/09/04 6/09/04 6/09/04 6/09/04 6/29/04 6/29/04 6/29/04 6/29/04 6/29/04 6/29/04 6/29/04 6/29/04 7/22/04 7/22/04 7/22/04 7/22/04 8/10/04 8/10/04 8/10/04 8/10/04 8/10/04 8/13/04 8/17/04 8/17/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/09/04 9/24/04 9/24/04 RECEIPTS OF PRINCIPAL 16-27-027-6604450 ~ 19 - 285.00 75.00 350.00 350.00 350.00 650.00 500.00 650.00 650.00 50.00 100.00 500.00 500.00 650.00 650.00 650.00 150.00 650.00 650.00 500.00 350.00 325.00 325.00 200.00 250.00 100.00 650.00 650.00 75.00 75.00 75.00 75.00 300.00 500.00 100.00 650.00 10.00 75.00 75.00 75.00 100.00 225.00 225.00 300.00 500.00 350.00 500.00 650.00 650.00 650.00 10.00 500.00 102,237.67 CENTRAL PENN EDUCATIONAL FDN RECEIPT~ OF PRINCIPAL 7/12/99 CENTRAL PENN GOLF OPEN J MARTIN ENGLE FUND JEAN & BART MILANO FUND CONTRIBUTIONS 10/20/99 FBLA FUND GENERAL FUND BART MILANO FUND LEE CAVE FUND CONTRIBUTIONS 10/20/99 EDWIN & CAROL ENGERER FUND HAROLD STAHLE MUSUEM FUND CENTRAL PENN GOLF OPEN CONTRIBUTIONS 11/22/99 LEE CAVE FUND GENERAL FUND CONTRIBUTIONS 1/25/00 LEE CAVE FUND EDWIN & CAROL ENGERER FD GOLF TOURNAMENT INCOME CONTRIBUTIONS 3/06/00 EDWIN & CAROL ENGERER FUND GENERAL FUND CONTRIBUTIONS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 DIVIDEND PAYABLE 3/30/00 6/29/00 9/28/00 12/27/00 3/29/01 6/28/01 9/27/01 12/27/01 BLACKROCK MONEY MARKET INSTITUTIONAL CLASS FD #01 INCOME 4/03/00 4/03/00 5/01/00 6/01/00 7/03/00 8/01/00 9/01/00 10/02/00 11/01/00 12/01/00 1/02/01 2/01/01 - 20 - 16-27-027-6604450 3,405.00 500.00 100.00 4,005.00 750.00 100.00 100.00 100.00 1,050.00 101.20 25.00 1,990.00 2,116.20 500.00 1.20 501. 20 350.00 250.00 25.00 1,375.00 1.20 9.00 10.20 319.89 358.83 315.71 384.87 493.99 288.32 247.13 292.44 2,701.18 .01 23.23 23.24 27.48 55.98 84.63 106.44 97.50 74.26 73.06 90.65 89.92 CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 RECEIPTS OF PRINCIPAL 3/01/01 28.58 4/02/01 9.73 5/01/01 2.84 6/01/01 10;57 7/02/01 11.16 8/01/01 25.11 9/04/01 60.59 10/01/01 46.76 11/01/01 45.44 12/03/01 36.52 1/02/02 26.76 2/01/02 103.80 3/01/02 88.21 4/01/02 52.27 5/01/02 22.22 6/03/02 28.91 7/01/02 36.71 8/01/02 125.15 9/03/02 29.11 10/01/02 34.36 11/01/02 80.26 12/02/02 9.84 1/02/03 11.58 2/03/03 17.21 3/03/03 13 .45 4/01/03 12.30 5/02/03 14.00 6/02/03 23.40 7/01/03 43.42 8/01/03 61.43 9/02/03 76.42 10/01/03 70.68 11/03/03 72.92 12/01/03 72 .09 1/02/04 67.91 2/02/04 61.25 3/03/04 31. 51 4/01/04 31. 55 5/03/04 28.36 6/01/04 46.22 7/01/04 33.95 .--------- 2,450.95 5/30/00 CATHY D LOGAN FUND 25.00 CENTRAL PENN OPEN 5,400.00 CONTRIBUTIONS 5,425.00 7/20/00 CENTRAL PENN OPEN 6,250.00 GENERAL FUND 15.00 EDWIN & CAROL ENGERER FUND 1.20 CONTRIBUTIONS 6,266.20 9/28/00 GENERAL FUND 500.00 CAROL & EDWIN ENGERER FUND 1.20 CONTRIBUTIONS 501.20 - 21 - .. CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL 16-27-027-6604450 10/10/00 THE FELA SCHOLARSHIP CONTRIBUTION 11/20;00 CRAIGER C PARKER FUND ALEECIA GREENE'S BOOKS CONTRIBUTIONS 12/01/00 CRAIGER C PARKER FUND LEE CAVE FUND D MORTON'S BOOKS CONTRIBUTIONS CRAIG C PARKER FUND CONTRIBUTIONS 12/07/00 2/14/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02;01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 5/02/01 7/20/01 7/20/01 9/12/01 - 22 - 750.00 920.00 344.68 1,264.68 920.00 500.00 411.10 1,956.10 150.00 775.00 25.00 25.00 25.00 25.00 25.00 100.00 25.00 100.00 100.00 25.00 25.00 25.00 25.00 150.00 100.00 100.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 1,000.00 .. CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL 16-;27-027-6604450 12/13/01 4/30/02 4/30/02 4/30/02 5/17/02 5/31/02 6/28/02 10/28/02 11/25/02 11/25/02 11/25/02 11/25/02 11/25;02 11/25/02 11/25/02 11/25/02 11/25/02 11(25/02 11/25/02 11/25/02 11/25/02 11/25/02 11/25/02 11/25/02 12/09/02 2/05/03 2/05/03 12/21/00 CRAIG C PARKER FUND LEE CAVE FUND GENERAL FUND CONTRIBUTIONS 1/29/01 CRAIG PARKER FUND J ENGLE FUND EDWIN & CAROL ENGERER FUND HAROLD STAHLE FUND CENTRAL PENN OPEN CONTRIBUTIONS 7/20/01 CRAIG PARKER FUND FBLA FUND CONTRIBUTIONS 7/20/01 CATHY LOGAN FUND CONTRIBUTION THE LIBRARY FUND CONTRIBUTIONS 8/16/01 8/20/02 12/16/02 12/18/02 6/09/03 6/09/03 6/09/03 50.00 500.00 100.00 500.00 100.00 250.00 500.00 100.00 25.00 25.00 25.00 25.00 25.00 500.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 50.00 25.00 100.00 6,575.00 275.00 100.00 751.20 1,126.20 4,360.00 500.00 250.00 25.00 50.00 5,185.00 8,975.00 1,500.00 10,475.00 100.00 2,500.00 1,000.00 300.00 10,000.00 1,000.00 1,000.00 1,000.00 - 23 - CENTRAL PENN EDUCATIONAL FDN 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/22/03 7/22/03 7/22/03 9/15/03 12/16/03 12/16/03 12/16/03 12/16/03 RECEIPTS OF PRINCIPAL 16.27-027-6604450 - 24 - 1,500.00 2,000.00 2,185.00 2,500.00 6,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 100.00 100.00 100.00 500.00 500.00 500.00 500.00 500.00 1,000.00 50.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 250.00 250.00 250.00 250.00 500.00 500.00 500.00 500.00 500.00 500.00 2,000.00 5,000.00 380.00 250.00 250.00 250.00 250.00 9,162.52 1,000.00 1,000.00 5,000.00 BOO.OO 149.00 500.00 20.00 CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL 16-27-027'6604450 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 2/03/04 2/03/04 6/09/04 THE LEE CAVE FUND CONTRIBUTIONS 12/05/01 12/27/01 11/06/02 2/05/03 2/05/03 12/16/03 10.00 10.00 100.00 50.00 50.00 75.00 75.00 5,000.00 500.00 500.00 81,016.52 500.00 100.00 500.00 100.00 100.00 500.00 THE RON K BAILEY ENDOWED FUND CONTRIBUTIONS 1,800.00 12/28/01 5/17/02 12/09/02 7/16/03 7/16/03 7/16/03 9/15/03 12/16/03 5/05/04 THE ROCK STEADY FUND CONTRIBUTIONS 1/31/02 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 - 25 - 50,000.00 300.00 300.00 100.00 100.00 100.00 300.00 400.00 400.00 52,000.00 50.00 250.00 350.00 500.00 1,000.00 25.00 25.00 25.00 50.00 50.00 50.00 50.00 100.00 100.00 100.00 200.00 500.00 50.00 50.00 50.00 " CENTRAL PENN EDUCATIONAL FDN 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 5/13/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6;09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 6/09/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 7/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 12/16/03 10/29/04 RECEIPTS OF PRINCIPAL 16-27-027-6604450 - 26 - 100.00 100.00 100.00 100.00 100.00 100.00 105.00 150.00 200.00 50.00 100.00 100.00 100.00 100.00 125.00 150.00 200.00 500.00 500.00 200.00 200.00 200.00 200.00 200.00 250.00 200.00 300.00 300.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 200.00 200.00 50.00 100.00 100.00 515.00 15,000.00 1,000.00 3,350.00 200.00 100.00 100.00 100.00 100.00 25.00 25.00 25.00 25.00 100.00 100.00 500.00 .. CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL THE BRIDGE FUND CONTRIBUTIONS 3/25/02 5/03/02 6/28/02 16*27-027-6604450 31,220.00 60,000.00 77,000.00 88,750.00 225,750.00 BLACKROCK FUNDS LARGE CAP VALUE EQUITY PORTFOLIO FUND 89 DIVIDEND PAYABLE 3/28/02 6/28/02 9/27/02 12/26/02 3/28/03 6/27/03 9/26/03 12/22/03 3/30/04 6/23/04 9/29/04 BLAeKRDeR FUNDS INDEX EQUITY PORTFOLIO FUND 45 DIVIDEND PAYABLE 3/28/02 6/28/02 9/27/02 12/26/02 3/28/03 6/27103 9/26/03 12/22/03 3/30/04 6/23/04 9/29/04 BLACKROCK FUNDS MANAGED PORTFOLIO FUND 13 DIVIDEND PAYABLE 4/01/02 5/01/02 6/03/02 7/01/02 8/01/02 9/03/02 10/01/02 11/01/02 12/02/02 1/02/03 2/03/03 3/03/03 4/01/03 - 27 - 29.36 19.57 32.62 45.14 42.92 55.06 55.45 63.28 59.B8 51.4.0 62.76 517.44 48.73 50.24 45.33 185.74 176.17 160.04 172 . 89 226.57 349.31 406.16 397.97 2,219.15 INCOME 101. 66 160.17 157.74 157.40 157.74 157.74 157.23 174.74 233.04 571.29 251. 04 231.43 234.65 CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL 16-27-027-6604450 5/01/03 6/02/03 7/01/03 8/01/03 9/02/03 10/01/03 11103/03 12/01/03 1/02/04 2/02/04 3/01/04 4/01/04 5/03/04 6/01/04 7/01/04 8/02/04 9/01/04 10/01/04 11101/04 12/01/04 233.04 233.04 232.79 233.04 233.04 232.79 233.04 232.54 235.06 239.30 238.77 196.94 196.94 173.34 171. 26 171. 26 171. 26 171 . 26 171. 26 62.80 JONES LEADERSHIP 6,808.64 THE CHARLES T LIBRARY FUND CONTRIBUTIONS 6/05/02 6/05/02 8/13/04 8/13/04 5,000.00 5,000.00 1.000.00 4,000.00 15,000.00 9/26/02 THE FBLA FUND CONTRIBUTION 9/26/02 GIFT FROM RUTH EVINGER PER ANNUITY AGREEMENT THE AMPHITHEATRE FUND CONTRIBUTIONS 11/06/02 25.00 11/06/02 25.00 11/06/02 250.00 3/11/03 1,000.00 4/16/03 25.00 4/16/03 25.00 4/16/03 25.00 4/16/03 50.00 4/16/03 25.00 4/16/03 25.00 4/16/03 25.00 4/16/03 25.00 4/16/03 25.00 4/16/03 25.00 4/16/03 25.00 4/16/03 25.00 4/16/03 25.00 4/16/03 25.00 - 28 1,500.00 50,000.00 CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF PRINCIPAL 16-27-027-6604450 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 4/16/03 6/02/03 6/02/03 6/02/03 6/02/03 6/02/03 6/02/03 9/15/03 12/16/03 12/16/02 JEAN & BART MILANO CRAIGER PARKER FUND CONTRIBUTIONS 12/24/02 25.00 25.00 25.00 25.00 25.00 25.00 25.00 100.00 100.00 150.00 200.00 300.00 500.00 1,000.00 1,000.00 1,000.00 7,000.00 100.00 150.00 200.00 500.00 650.00 1,000.00 3,000.00 125.00 18,925.00 2,300.00 700.00 3,000.00 FIDELITY ADVISOR SER I DIVIDEND GROWTH FD INSTL CL FUND #0717 DIVIDEND PAYABLE 12/23/02 AT .1000 PER SHARE ON 1,413.134 SHARES 2/05/03 THE DECCA FUND CONTRIBUTION 7/16/03 CENTRAL PENNSYLVANIA BUSINESS COLLEGE PER LETTER OF KAREN WEIKEL SCHOLARSHIP NOT UNUSED 7/18/03 THE RUTH E EVINGER FUND CONTRIBUTION THE ORATORICAL CONTEST CONTRIBUTIONS 12/16/03 12/16/03 12/16/03 12/22/03 2/03/04 2/03/04 2/03/04 . 29 . 141. 31 1,000.00 1,000.00 1,000.00 250.00 250.00 200.00 500.00 200.00 100.00 100.00 '. CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 RECEIPTS OF PRINCIPAL 1,600.00 12/16/03 THE DIMITRI STADNYK FUND CONTRIBUTION 500.00 12/22/03 THE DIMITRI STADNYK FUND CONTRIBUTION 9,500.00 12/22/03 FIDELITY ADVISOR SER I DIVIDEND GROWTH FD INSTL CL FUND #0717 DIVIDEND PAYABLE 12/22/03 AT .0900 PER SHARE ON 1,413.134 SHARES 127.18 3/12/04 CENTRAL PENNSYLVANIA COLLEGE ENTERED INCORRECT SOCIAL SECURITY NUMBER ALREADY RECORDED CHECK 500.00 5/05/04 THE JON BYLER FUND CONTRIBUTION 20,000.00 6/09/04 THE RUTH E EVINGER FUND CONTRIBUTION 1,000.00 BLACKROCK LIQUIDITY FUNDS TEMPORARY FUND #Hl INCOME 7/01/04 8/02/04 9/01/04 10/01/04 11/01/04 12/01/04 1/03/05 21.50 112.22 172.00 192.11 216.37 148.93 83.38 946.51 7/12/04 GIFT FROM RUTH E EVINGER PER ANNUITY AGREEMENT 50,000.00 7/27/04 BAILEY FAMILY FOUNDATION TO THE BAILEY FAMILY FUND 25,000.00 TOTAL PRINCIPAL RECEIPTS 1,099,953.60 - 30 - '. CENTRAL PENN EDUCATIONAL FDN GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS 2/24/98 10/27/98 11/13/98 1/07/99 2/02/99 3/29/99 11/16/99 .GAll! 116 UTS PNC BALANCED FUND PROCEEDS: ACQUISITION VALUE: 4,001.30 2 688.30 1,313.00 2,903.908 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS PROCEEDS: ACQUISITION VALUE: 55,000.02 40 044 73 14,955.29 BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION PROCEEDS: ACQUISITION VALUE: 2,215.86 .00 2,215.86 49.359 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS PROCEEDS: ACQUISITION VALUE: 1,000.01 843 69 156.32 98 . 329 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS PROCEEDS: ACQUISITION VALUE: 2,000.01 1.680.73 319.28 98 . 571 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS PROCEEDS: ACQUISITION VALUE: 2,000.01 1 684 87 315.14 BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION PROCEEDS: ACQUISITION VALUE: 1,870.51 00 1,870.51 - 31 - 16-27-027-6604450 ~ CENTRAL PENN EDUCATIONAL FDN GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS 11/16/00 4/10/01 3/13/02 11/25/02 12/09/02 12/09/03 BLACKROCX FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION PROCEEDS: ACQUISITION VALUE: 7,857.53 .00 139.665 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS PROCEEDS: ACQUISITION VALUE: 2,000.00 2 738 66 4,118.840 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS PROCEEDS: ACQUISITION VALUE: 56,839.99 69 134 79 BARON ASSET FD SMALL CAP FUND #583 CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION PROCEEDS: ACQUISITION VALUE: 68.57 .00 ROYCE OPPORTUNITY FUND INVESTMENT CLASS FD #249 CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION PROCEEDS: ACQUISITION VALUE: 40.38 .00 ROYCE OPPORTUNITY FUND INVESTMENT CLASS FD #249 CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION PROCEEDS: ACQUISITION VALUE: 216.77 00 - 32 - .GAlli 7,857.53 68.57 40.38 216.77 16-27-027-6604450 1.&ll 738.66- 12,294.80- CENTRAL PENN EDUCATIONAL FDN GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS 12/22/03 BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 13 INSTITUTIONAL CLASS CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION PROCEEDS: ACQUISITION VALUE: 1,403.24 00 TOTAL GAINS AND LOSSES LESS LOSS NET GAIN - 33- ill\1J!l 1 403 24 30,731. 89 13.033 46- 17,698.43 16-27-027-6604450 l&M 13,033.46- CENTRAL PENN EDUCATIONAL FDN DISBURSEMENTS OF PRINCIPAL 16-27-027.6604450 PNC BANK NA TRUSTEE UNDER REVOCABLE AGREEMENT OF CENTRAL PENNSYLVANIA COLLEGE EDUCATIONAL FOUNDATION #16-27-027-3656933 TO FUND ACCOUNT 11(15(04 TRANSFER FROM PRINCIPAL TO INCOME 122,066.86- 2/13/84 8(03(84 3(26(86 10/29/92 2/04/99 2(09(00 3(06(00 METTE, EVANS, AND WOODSIDE PROFESSIONAL SERVICES 5(17(89 9/15/03 6/09/04 8/17/04 PNC BANK NA PRINCIPAL COMPENSATION 4(04(00 5(03(00 6/05/00 7/05/00 8(03(00 9(06(00 10/03/00 11/03/00 12(05(00 1/04/01 2/05/01 3/05/01 4(03(01 5(03(01 6(05(01 7/05/01 8/03/01 9(05(01 10/03/01 11/05/01 12/05/01 1(04(02 2/05/02 3/06/02 4(03(02 5(03(02 6/05/02 7/03/02 8/05/02 9/05/02 10/03/02 11/05/02 12/03/02 - 34 . 87.50- 87.50. 110_88- 3,449.36 - 1,000.00- 422.89- 10.67- 5,168.80- 487.51- 888.30- 5,997.56- 745.50- 8,118.87- 34.79- 35.55- 39.26- 42.31- 46.78- 49.32- 41.15- 41. 29- 42.87- 43.75- 52.39- 48.06- 45.99- 45.05- 48.60- 45.75- 62.76- 53.31- 55.31- 57.11- 52.67- 94.78- 93.82- 93.55- 89.00- 90.66- 92.46- 167.57- 84.10- 85.58- 123.34- 119.82- 120.64- , CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 DISBURSEMENTS OF PRINCIPAL CONTINUED: PNC BANK NA 1/06/03 2/04/03 3/04/03 4/03/03 5/05/03 6/03/03 7/03/03 8/05/03 9/04/03 10/03/03 11/05/03 12/03/03 1/07/04 2/05/04 3/04/04 4/05/04 5/05/04 6/04/04 7/06/04 8/04/04 9/03/04 10/05/04 11/03/04 12/03/04 1/05/05 126.98- 124.02- 122.48- 119.38- 135.03- 148.1S- 177.81- 216.80- 217.69- 223.31- 226.17- 228.73- 214.17- 211. 56, 219.72- 213.36- 207.91- 236.69- 245.86- 305.84- 307.62- 313.19- 315.41- 41.84- 41.81- 7,180.95- PNC BANK NA MINIMUM FEE 2/01/01 2/01/02 11/18/02 2/03/03 2/02/04 1,720.90- 1,527.87- 750.00- 957.10- 74.65- 5,030.52- 1/04/89 CCNB BANK NA CANCEL INCORRECT DEPOSIT OF CASH IN OFFICE 02 15,050.00- 10/28/02 LAW OFFICE OF MICHAEL CHEREWKA PROFESSIONAL SERVICES 600.00- 6/15/04 PNC BANK NA TAX SERVICES 750.00- TOTAL PRINCIPAL DISBURSEMENTS 163,966.00- -' 35 - , CENTRAL PENN EDUCATIONAL FDN DISTRTBt~IONS OF PRINCIPAL TO BENEFICIARIES DISTRIBUTIONS PER ATRICLE II (Al OF TRUST AGREEMENT CASH DISTRIBUTED CENTRAL PENNSYLVANIA BUSINESS SCHOOL SCHOLARSHI P AWARD 8/26/86 8/26/86 8/26/86 4/16/B7 4/16/87 4/16/87 7/21/87 7/21/87 7/21/87 7/21/87 7/21/87 12/15/87 12/15/87 12/15/87 4/25/88 B/11/BB 8/11/88 8/11/88 8/11/88 B/11/88 B/11/BB 8/11/88 8/11/88 8/11/88 4/25/90 4/25/90 4/25/90 B/17/90 8/17/90 8/17/90 8/17/90 8/17/90 8/17/90 8/17/90 8/17/90 12/04/91 12/04/91 12/04/91 12;04/91 12/04/91 8/14/92 8/14/92 8/14/92 8/14/92 8/14/92 8/14/92 8/14/92 8/16/93 B/16/93 8/16/93 8/16/93 - 36 - 750.00- 500.00- 500.0Q- 400.00- 300.00- 300.00- 400.00- 500.00- 500.00- 500.00- 500.00- 700.00- 700.00- 100.00- 1,000.00- 250.00- 250.00- 250.00- 500.00- 500.00' 500.00- 500.00' 250.00' 250.00- 300.00- 300.00- 300.00- 600.00- 600.00- 650.00- 650.00- 200.00- 200.00- 200.00- 650.00- 500.00' 250.00- 750.00' 500.00- 500.00- 450.00- 400.00' 300.00- 250.00- 200.00- 200.00. 200.00- 500.00- 500.00- 500.00- 500.00- 16-27-027-6604450 CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BF.NEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) 12(27 (93 12/27/93 12(27 (93 12/27/93 5(05(94 5/05/94 5(05(94 1(14(00 3/11/02 5/03/02 6(05(02 10/28/02 3(10(03 3/10/03 3(10(03 3(10(03 3(10(03 3/10/03 3/10/03 3(10(03 7/27/84 CHERYL ROHRER SCHOLARSHIP AWARD SANDRA WOJCIK SCHOLARSHIP AWARD 7/15/85 APRIL DORKO SKI SCHOLARSHIP AWARD JODY NOVOSEL SCHOLARSHIP AWARD 12/20/85 DENISE KRIGER SCHOLARSHIP AWARD MARIANNE MUGIKE SCHOLARSHIP AWARD 5(09(86 ANGELA A HENRY SCHOLARSHIP AWARD CHRISTINE L WAGNER SCHOLARSHIP AWARD 12/12/86 CAROL L COOK SCHOLARSHIP AWARD - 37 - 500.00- 500.00. 500.00- 1,000.00- 400.00- 400.00- 200.00- 500.00- 500.00- 455.79- 400.00- 1,500.00- 250.00- 500.00- 500.00- 500.00- 500.00- 750.00- 1,000.00- 1,000.00- 16-27-027-6604450 33,905.79- 500.00- 300.00- 500.00- 500.00- 500.00- 500.00- 500.00- 500.00- 750.00- CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BF.NEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) SHERRIE A GIBBLE SCHOLARSHIP AWARD 12/21/88 KELLER HISSICK SCHOLARSHIP AWARD JOHN VERBOSKY SCHOLARSHIP AWARD SUSAN SKINNER SCHOLARSHIP AWARD BETH RICE SCHOLARSHIP AWARD MANDY SCHROPP SCHOLARSHIP AWARD GREGORY LASLO SCHOLARSHIP AWARD 5/01/89 DAWN HOOVER SCHOLARSHIP AWARD SUSAN R HEIKES SCHOLARSHIP AWARD 8/24/89 ANGELA K FAILOR SCHOLARSHIP AWARD KELLEA N HISSICK SCHOLARSHIP AWARD DORENE R LOSS SCHOLARSHIP AWARD LISA A RIZZARDI SCHOLARSHIP AWARD BOBI JO MILLER SCHOLARSHIP AWARD KRI STI A BELL SCHOLARSHIP AWARD 12/20/89 BARBARA BURK SCHOLARSHIP AWARD - 38 - 16.27-027-6604450 500.00- 750.00- 600.00- 550.00. 150.00- 250.00- 500.00- 500.00- 500.00- 750.00. 750.00- 750.00- 750.00- 1,000.00- 750.00. 500.00- CENTRAL PENN EDUCATIONAL FDN DISTRIBT~IONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) BRANDON MILLER SCHOLARSHIP AWWARD 12/20/90 SHERRI SMITH SCHOLARSHIP AWARD KEVIN ORNER SCHOLARSHIP AWARD JO ANNE CAMACHO SCHOLARSHIP AWARD VANESSA PARKER SCHOLARSHIP AWARD ANGELA SHADE SCHOLARSHIP AWARD 5/04/92 JENNIFER LIVINGSTON SCHOLARSHIP AWARD MELISSA ENGLE SCHOLARSHIP AWARD MELISSA CLEMENS SCHOLARSHIP AWARD PAMELA LOWERY SCHOLARSHIP AWARD 12/09/92 MARK D YEAGER SCHOLARSHIP AWARD PAMELA D LOWERY SCHOLARSHIP AWARD SHERRY L MITCHEM SCHOLARSHIP AWARD SEAN HARPER SCHOLARSHIP AWARD DEIRDRE J MEYER SCHOLARSHIP AWARD 5/24/93 ROSANNA METZLER SCHOLARSHIP AWARD - 39 - 16-27-027-6604450 250.00- 800.00- 500.00- 500.00- 150.00- 150.00- 250.00- 250.00- 500.00- 500.00- 250.00- 300.00- 300.00- 600.00- 750.00- 1,000.00- '. CENTRAL PENN EDUCATIONAL FDN DISTRTB1JTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) 8/24/94 KAREN L RILL SCHOLARSHIP AWARD JASON R FISHER SCHOLARSHIP AWARD LANELLE J BOWMAN SCHOLARSHIP AWARD KATHLEEN A WAY SCHOLARSHIP AWARD COLLEEN M BOCH SCHOLARSHIP AWARD 12/22/94 CORTNEY MAHONEY SCHOLARSHIP AWARD CAMBRIA BAISH AND ePBS SCHOLARSHIP AWARD HEIDI-JO YORE SCHOLARSHIP AWARD 4/26/95 CORTNEY N MAHONEY SCHOLARSHIP AWARD TERRY LMILLER SCHOLARSHIP AWARD 8/24/95 KELLI CONNER SCHOLARSHIP AWARD KELLY TRASK SCHOLARSHIP AWARD KRI STA LEAMAN SCHOLARSHIP AWARD PATRICIA STOUP SCHOLARSHIP AWARD 1/05/96 CHRISTOPHER J GARRETT SCHOLARSHIP AWARD DONNA M DICLEMENTE SCHOLARSHIP AWARD - 40 - 16-27-027-6604450 200.00- 400.00- 400.00- 400.00- 400.00- 600.00- 1,000.00- 400.00- 500.00- 500.QO- 500.0Q- 500.00- 500.00- 500.00- 750.00- 750.00- '. CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (Al LANCE D KENNEDY SCHOLARSHIP AWARD 11/15/96 TANYA LEBO SCHOLARSHIP AWARD MATTHEW MYERS SCHOLARSHIP AWARD TARA SHADE SCHOLARSHIP AWARD HEIDI BERRIER SCHOLARSHIP AWARD 3/26/97 ELIZABETH A SUNDERLAND SCHOLARSHIP AWARD ANITA M HOFFMAN SCHOLARSHIP AWARD KIMBERLY A HEINBACH SCHOLARSHIP AWARD KATHI W YOUNGBLOOD SCHOLARSHIP AWARD 9/24/97 OLIVIA A DRUMM SCHOLARSHIP AWARD 9/29/97 KATHY YODER SCHOLARSHIP AWARD KIMBERLY A HEINBACH SCHOLARSHIP AWARD JODY MILLER SCHOLARSHIP AWARD COURTNEY GARRETT SCHOLARSHIP AWARD CHRISTIN MILLER SCHOLARSHIP AWARD JENNIFER GREENAWALT SCHOLARSHIP AWARD - 41 - 16-27-027-6604450 500.00- 1,000.00- 800.00- 600.00- 600.00- 500.0Q- 500.00- 500.00- 500.00- 750.00- 100.QO- 1,000.00- 700.00- 500.00- 400.00- 300.00- CENTRAL PENN EDUCATIONAL FDN DISTRIBl~IONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) STEPHANIE COUCH SCHOLARSHIP AWARD ALLISON WALSHAW SCHOLARSHIP AWARD 11/05/97 KIMERBLY ADAMS REPLACEMENT CHECK SCHOLARSHIP AWARD 12/16/97 CHESTER LAMBERT JR SCHOLARSHIP AWARD 2/17/98 KIMBERLY ADAMS SCHOLARSHIP AWARD STEPHANIE COUCH SCHOLARSHIP AWARD KIMBERLY HEINBACH SCHOLARSHIP AWARD CRYSTAL PAROBY SCHOLARSHIP AWARD KARA SLQDYSKO SCHOLARSHIP AWARD ALLI SON WALSHAW SCHOLARSHIP AWARD 6/26/98 ALLI SON WALSHAW SCHOLARSHIP AWARD CRYSTAL PAROBY SCHOLARSHIP AWARD STEPHANIE COUCH SCHOLARSHIP AWARD KIMBERLY ADAMS SCHOLARSHIP AWARD 9/09/98 MARK HECKLER SCHOLARSHIP AWARD 9/24/98 KIMBERLY ADAMS SCHOLARSHIP AWARD - 42 - 16~27-027-6604450 200.00- 100.00- 700.00- 1,500.00- 2,000.00- 200.00- 600.00- 600.00- 400.00- 200.00- 250.00- 500.00- 250.00- 1,000.00- 500.00- 800.00- CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) CHRISTIN MILLER SCHOLARSHIP AWARD ALLI SON WALSHAW SCHOLARSHIP AWARD MISTY JACOBS SCHOLARSHIP AWARD HOPE KATER SCHOLARSHIP AWARD CRAIG LUTZ SCHOLARSHIP AWARD 10/28/98 CENTRAL PENNSYLVANIA BUSINESS SCHOOL HOUSING & TUITION SCHOLARSHIPS 11/12/98 AMY L JOHNSON SCHOLARSHIP AWARD 12/23/98 MARK HECKLER SCHOLARSHIP AWARD 1/05/99 TIMOTHY WEIDOW SCHOLARSHIP AWARD JAYME DOBBS SCHOLARSHIP AWARD TAUYNA HORTON SCHOLARSHIP AWARD JOANNE CALAMAN SCHOLARSHIP AWARD ALLI SON WALSHAW SCHOLARSHIP AWARD 3/19/99 MARK HECKLER SCHOLARSHIP AWARD 3/29/99 PRESTON SHARP SCHOLARSHIP AWARD - 43 - 16-27-027.6604450 600.00- 600.00- 500.00- 300.00- 200.00- 146,140.00- 750.00- 250.00- 250.00- 500.00- 500.00- 750.00. 1,000.00. 250.00- 250.00- " CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) NATALIE PYLE SCHOLARSHIP AWARD KELLY lMES SCHOLARSHIP AWARD DUANE MYERS SCHOLARSHIP AWARD 7/02/99 DUANE MYERS SCHOLARSHIP AWARD MARK HECKLER SCHOLARSHIP AWARD PRESTON SHARP SCHOLARSHIP AWARD 7/12/99 DANETTE HOSTETTER SCHOLARSHIP AWARD 9/22/99 KRYSTLE CESA SCHOLARSHIP AWARD 9/30/99 DUANE MYERS SCHOLARSHIP AWARD LORI LAW SCHOLARSHIP AWARD PRESTON SHARP SCHOLARSHIP AWARD 1/21/00 PRESTON SHARP SCHOLARSHIP AWARD KRYSTLE CESA SCHOLARSHIP AWARD 3/23/00 LEANNE SCHEITRUM SCHOLARSHIP WINNER JEREMIAH HOCKMAN SCHOLARSHIP AWARD 3/24/00 SYLVIA RIVERS SCHOLARSHIP AWARD - 44 " 16~27'027-6604450 250.00- 500.00- 1,000.00- 500.0Q- 250.00- 1,500.00- 750.00- 250.00- 500.00- 1,000.00- 1,000.00- 1,500.00- 250.00- 1,000.00- 500.00- 500.00- '. CENTRAL PENN EDUCATIONAL FDN DISTRIBITTTONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) KRYSTLE CESA SCHOLARSHIP AWARD 5/30/00 KRYSTLE CESA SCHOLARSHIP AWARD 7/24/00 HEATHER KINLEY SCHOLARSHIP AWARD LEANNE SCHEITRUM SCHOLARSHIP AWARD JENA LEACH SCHOLARSHIP AWARD 9/28/00 KRYSTLE CESA SCHOLARSHIP AWARD 9/29/00 MICHELE VULCANO SCHOLARSHIP AWARD ALEE CIA GREENE ADVANCE FOR SCHOOL EXPENSES LEANNE SCHEITRUM SCHOLARSHIP AWARD JENA LEACH SCHOLARSHIP AWARD REGINA CAVE SCHOLARSHIP AWARD ANELIA SAFF SCHOLARSHIP AWARD 10/19/00 CARLA WILHELM SCHOLARSHIP AWARD DANTE MORTON ADVANCE FOR SCHOOL EXPENSES 12/07/00 KRYSTLE CESA SCHOLARSHIP AWARD MICHELE VULCANO SCHOLARSHIP AWARD - 45 - 16-27-027-6604450 250.00- 250.00- 500.0Q- 1,000.00- 500.00- 250.00- 250.00- 344.68- 500.0Q- 2,000.00- 500.00- 1,000.00- 750.00- 411.10- 250.00- 250.00- " CENTRAL PENN EDUCATIONAL FDN DISTRIBIJTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) 1/23/01 MISTI ALTHOUSE SCHOLARSHIP AWARD ANGELIA SAPF SCHOLARSHIP AWARD JOSEPH SITES SCHOLARSHIP AWARD MARSHA BRADY SCHOLARSHIP AWARD 3/09/01 MICHELE VULCANO SCHOLARSHIP AWARD 4/04/01 MIST! ALTHOUSE SCHOLARSHIP AWARD JOSEPH SITES SCHOLARSHIP AWARD TERRA MEHAFFEY SCHOLARSHIP AWARD ANGELIA SAPP SCHOLARSHIP AWARD LYNNANN GRODZKI SCHOLARSHIP AWARD 5/22/01 DIANE PICKEL SCHOLARSHIP AWARD 6/0B/01 MICHAEL VULCAND SCHOLARSHIP AWARD CRYSTAL KORDOWSKI SCHOLARSHIP AWARD LACY JAY SCHOLARSHIP AWARD CANDACE STURDEVANT SCHOLARSHIP AWARD MISTI ALTHOUSE SCHOLARSHIP AWARD - 46 - 16-27-027-6604450 1,500.00- 1,500.0Q- 500.0Q- 500.00- 250.00- 500.00- 500.00- 1,000.00- 1,500.00- 500.00- BOO.OO- 250.00- 500.00- 500.0Q- 1,000.00- 650.00- " CENTRAL PENN EDUCATIONAL FDN DTSTRIBITTTONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) JOSEPH SITES SCHOLARSHIP AWARD TAMMY FALES SCHOLARSHIP AWARD 8/17/01 TAMMY FALES SCHOLARHIP AWARD CHAD FOUST SCHOLARSHIP AWARD LACY JAY SCHOLARSHIP AWARD DANIEL FULTZ SCHOLARSHIP AWARD ERIN SAMELKO SCHOLARSHIP AWARD JUSTIN SFARKDS SCHOLARSHIP AWARD CANDACE STURDEVANT SCHOLARSHIP AWARD LEANNE SCHEITRUM SCHOLARSHIP AWARD MICHELE WLCANO SCHOLARSHIP AWARD 8/20/01 CRYSTAL KORDOWSKI SCHOLARSHIP AWARD 11/28/01 ERIN SEAMAN SCHOLARSHIP AWARD BENJAMIN STlMELING SCHOLARSHIP AWARD LAUREL SHEARER SCHOLARSHIP AWARD KORY CAMPBELL SCHOLARSHIP AWARD JEANNE TRAN SCHOLARSHIP AWARD - 47 - 16-27-027-6604450 850.0Q- 500.00- 500.0Q- 750.00- 1,500.00- 500.00- 500.00. 500.00- 500.00- 500.0Q- 250.00- 500.0Q- 500.00- 500.00- 500.00' 1,500.00- 1,250.00- " CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) SARAH AVERY SCHOLARSHIP AWARD CRYSTAL KRODOWSKI SCHOLARSHIP AWARD LEANNE SCHEITRUM SCHOLARSHIP AWARD 12/10/01 MICHAEL VULCANO SCHOLARSHIP AWARD 3/11/02 JEANNE TRAN SCHOLARSHIP AWARD BENJAMIN STlMELING SCHOLARSHIP AWARD SARAH AVERY SCHOLARSHIP AWARD JOAN ADAMS SCHOLARSHIP AWARD ERIN SEAMAN SCHOLARSHIP AWARD RODNEY HORTON SCHOLARSHIP AWARD CRYSTAL KORDOWSKI SCHOLARSHIP AWARD LAUREL SHEARER SCHOLARSHIP AWARD LEANNE SCHEITRUM SCHOLARSHIP AWARD 6/05/02 SAMANTHA SPEICHER SCHOLARSHIP AWARD ANNE PETERKA SCHOLARSHIP AWARD CARLA HERMAN SCHOLARSHIP AWARD CRYSTAL KORDOWSKI SCHOLARSHIP AWARD - 48 - 16-27-027-6604450 750.00- 750.00- 750.00- 250.00- 500.00- 250.00- 250.00- 250.00- 250.00- 750.00- 750.00- 1,000.00- 500.00- 600.00- 600.00- 600.0Q- 500.00- " CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINC.IPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) JEAN TRAN SCHOLARSHIP AWARD RODNEY HORTON SCHOLARSHIP AWARD JOAN ADAMS SCHOLARSHIP AWARD LAUREL SHEARER SCHOLARSHIP AWARD PAULINE PFLUKE SCHOLARSHIP AWARD DAVID TWIFORD SCHOLARSHIP AWARD 9/18/02 SAMANTHA SPEICHER SCHOLARSHIP AWARD JOAN ADAMS SCHOLARSHIP AWARD LINDSAY ROOT SCHOLARSHIP AWARD CRYSTAL KQRDQWSKI SCHOLARSHIP AWARD JEANNE THAN SCHOLARSHIP AWARD 9/19/02 NICOLE PITTINGER SCHOLARSHIP AWARD KlRA ZICKLER SCHOLARSHIP AWARD STACEY PIERCE SCHOLARSHIP AWARD JERAMY CONDO SCHOLARSHIP AWARD 11/25/02 JOAN ADAMS SCHOLARSHIP AWARD GALE MELLINGER SCHOLARSHIP AWARD - 49 - 16-27-027-6604450 500.00- 500.00- 400.00- 300.00- 300.00- 300.00- 250.00- 500.00~ 750.00- 750.00- 1,000.00- 250.00- 500.00- 500.0Q- 500.00- 500.0Q- 750.00- '. CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) STACEY PIERCE SCHOLARSHIP AWARD JENNIFER DRABEK SCHOLARSHIP AWARD ERIN SEAMAN SCHOLARSHIP AWARD TAMMY FALES SCHOLARSHIP AWARD 6/02/03 GALE MELLINGER SCHOLARSHIP AWARD HEIDI GRAYBILL SCHOLARSHIP AWARD ELIZABETH YA5ICK SCHOLARSHIP AWARD STACEY PIERCE SCHOLARSHIP AWARD DANIELLE GROSSER SCHOLARSHIP AWARD JENNA LOVE SCHOLARSHIP AWARD JENNIFER DRABEK SCHOLARSHIP AWARD JOAN ADAMS SCHOLARSHIP AWARD 9/15/03 ASHLEY KOHR SCHOLARSHIP AWARD FAITH ALTLAND SCHOLARSHIP AWARD ALICIA VAN VALKENBURG SCHOLARSHIP AWARD OVORA HUH SCHOLARSHIP AWARD BETHANY WECKMAN SCHOLARSHIP AWARD . 50 . 16-27-027-6604450 750.00- 1,000.00- 1,500.00- 500.00- 175.00- 400.00- 500.00- 500.0Q- 500.00- 600.00- 1,000.00- 1,325.00- 1,000.00- 1,000.00- 2,000.00- 750.00- 500.00- '. CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) STACEY PIERCE SCHOLARSHIP AWARD DOROTHY HOLT SCHOLARSHIP AWARD JENNIFER SHELLHAMER SCHOLARSHIP AWARD 12/15/03 BRIANA MCCORD SCHOLARSHIP AWARD KATHLEEN KONYK SCHOLARSHIP AWARD STEPHANIE TULLOCH SCHOLARSHIP AWARD STACEY PIERCE SCHOLARSHIP AWARD JENNIFER DRABEK SCHOLARSHIP AWARD NEVIN BYERS SCHOLARSHIP AWARD NICOLE HARVATH SCHOLARSHIP AWARD RASHELLE BURNETT SCHOLARSHIP AWARD 12/16/03 CENTRAL PENNSYLVANIA COLLEGE SUMMER START SCHOLARSHIPS 3/10/0' JENNIFER DRABEK SCHOLARSHIP AWARD RASHELLE BURNETT SCHOLARSHIP AWARD AMANDA ALTICE SCHOLARSHIP AWARD KATHLEEN M GIPE SCHOLARSHIP AWARD JOSHUA FOOSE SCHOLARSHIP AWARD - 51 - 16-27-027-6604450 500.00- 500.00- 750.00- 500.00- 500.00- 750.00- 500.00- 1,000.00- 500.00- 500.00- 500.00- 31,084.36- 750.00- 500.00- 500.00- 500.00- 750.00. CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAl, TO BENEFICIARIES CONTINUED: DISTRIBUTIONS PER ATRICLE II (A) CURTIS WEAVER SCHOLARSHIP AWARD STEPHANIE TULLOCH SCHOLARSHIP AWARD KATHLEEN M GIPE SCHOLARSHIP AWARD 5/20/04 MATTHEW DIGILIO SCHOLARSHIP AWARD RICHARD MODREY SCHOLARSHIP AWARD LINDSAY SHARP SCHOLARSHIP AWARD JESSICA WARREN SCHOLARSHIP AWARD OMAR SPENCE SCHOLARSHIP AWARD PAYMENTS MADE TO AND ON BEHALF OF CENTRAL PENNSYLVANIA EDUCATIONAL FOUNDATION CASH DISTRIBUTED RUTH EVINGER ANNUITY PAYMENT PER AGREEMENT WITH CENTRAL PENNSYLVANIA BUSINESS COLLEGE 9/10/02 1/02/03 4/01/03 7/01/03 10/01/03 1/02/04 4/01/04 7/01/04 10/01/04 10/01/04 1/03/05 1/03/05 COMMONWEALTH OF PENNSYLVANIA INSTITUTION OF PURELY PUBLIC CHARITY REGISTRATION FOR FORM 1/15/03 1/12/04 - 52 - 448.76- 1,462.50- 1,462.50- 1,462.50- 1,462.50- 1,462.50- 1,462.50- 1,462.50- 1,462.50- 1,412.50- 1,462.50- 1,412.50- 990 15.00- 15.00- 16-27-027-6604450 1,000.00- 1,000.00- 500.00- 1,500.00- 1,500.00- 750.00- 750.00- 500.00- 16,436.26- 358,985.93- CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: PAYMENTS MADE TO AND ON BEHALF OF 1/12/05 15.00' 8/16/93 CADDY SHACK EXPENSES FOR GOLF TOURNAMENT ARMITAGE GOLF CLUB EXPENSES FOR GOLF TOURNAMENT 8/30/93 AWARDS & ENGRAVING ORMSHEE PLAGUES FOR GOLF TOURNAMENT BEN MILLIKEN SIGNS SIGNS FOR GOLF TOURNAMENT STONE & EDWARDS INS BROKERS INSURANCE PREMIUM FOR GOLF TOURNAMENT 7/27/9' KITCHENWORKS CATERING EXPENSES FOR GOLF TOURNAMENT 8/04/94 KITCHEN WORKS CATERING EXPENSES FOR GOLF TOURNAMENT AWARDS & ENGRAVING BY ORMSBEE EXPENSES FOR GOLF TOURNAMENT SPORTSMEN'S GOLF COURSE EXPENSES FOR GOLF TOURNAMENT 8/15/94 DAWN SMITH EXPENSES FOR GOLF TOURNAMENT 8/24/94 EXPENSES FOR GOLF TOURNAMENT 8/30/95 ARMITAGE GOLF CLUB EXPENSES FOR GOLF TOURNAMENT CADDY SHACK EXPENSES FOR GOLF TOURNAMENT 8/29/96 ARMITAGE GOLF CLUB EXPENSES FOR GOLF TOURNAMENT - 53 . 16-27-027'6604450 45.00' 855.00- 1,050.00- 31.80' 225.00' 175.00- 750.00- 631. 70- 30.00- 1,320.00- 28.20- 200.00- 1,748.00- 1,093.00- 1,464.00' CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BF.NF.FICIARIES CONTINUED: PAYMENTS MADE TO AND ON BEHALF OF CADDY SHACK EXPENSES FOR GOLF TOURNAMENT 3/26/97 AUCHINCLOSS & AUCHINCLOSS INC HALF PAYMENT DUE FOR BROCHURE 9/04/97 KITCHENWORKS CATERERS INC EXPENSES FOR GOLF TOURNAMENT AUCHINCLOSS & AUCHINCLOSS INC BALANCE DUE ON BROCHURES 10/31/97 AUCHINCLOSS & AUCHINCLOSS INC AMOUNT DUE FOR BROCHURE ADVANCED COMMUNICATIONS AGENCY AMOUNT DUE PER INVOICE 4/27/9B GLEN - GERY CORP BALANCE DUE PER INVOICE B/07/9B ADVANCED COMMUNICATIONS AGENCY EXPENSES FOR GOLF TOURNAMENT 9/15/9B CENTRAL PENNSYLVANI BUSINESS SCHOOL EXPENSES FOR GOLF TOURNAMENT 10/15/98 ENCK I S TROPHIES EXPENSES FOR GOLF TOURNAMENT 10/16/9B BART MILANO AND JEAN MILANO BRICK FUND DRAWING PRIZE AWARD 10/2B/9B CENTRAL PENNSYLVANIA BUSINESS EXPENSES FOR GOLF TOURNAMENT B/23/99 DAUPHIN HIGHLANDS GOLF COURSE EXPENSES FOR GOLF TOURNAMENT 7/26/00 AUCHINCLOSS & AUCHINCLOSS INC RESEARCH & COPYWRITING JOB - 54 - 16.27-027-6604450 840.00- 325.00- 563.13- 1,273.75- 325.00- 4,733.72- 759.00- 461. 74- 4,772.00- 78.44- 500.00- 772.50- 7,500.00- 450.00- " CENTRAL PENN EDUCATIONAL FDN DHlTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: PAYMENTS MADE TO AND ON BEHALF OF 8/17/00 QLDE MILL IMPRESSIONS 17 CUSTOM ENGRAVED PAVERS BRICK FUND 9/08/00 DAUPHIN HIGHLANDS GOLF COURSE CENTRAL PENN GOLF OUTING EAGLE PACKAGE 8/17/01 DAUPHIN HIGHLANDS GOLF COURSE EXPENSES FOR GOLF TOURNAMENT 9/13/01 T-SIGNS FOR INTERNATIONAL HOLE IN ONE ASSOCIATION FOR GOLF OUTING EXPENSES FOR GOLF TOURNAMENT 3/25/02 GREINER INDUSTRIES INC FROM BRIDGE FUND 4/22/02 GOLF SHIRTS FOR GOLF OUTING EXPENSES FOR GOLF TOURNAMENT 5/03/02 GREINER INDUSTRIES INC CENTRAL PENNSYLVANIA BUSINESS SCHOOL 7/22/02 CENTRAL PENNSYLVANIA COLLEGE FROM THE LIBRARY FUND 10,000.00 FROM THE BRIDGE FUND 89,000.00 8/15/02 DAUPHIN HIGHLANDS GOLF COURSE EXPENSES FOR GOLF TOURNAMENT 12/16/02 GRAPHTECH 10,000 ALUMNI ENVELOPES 2/03/03 LIBERTY FORGE EXPENSES FOR GOLF TOURNAMENT 7/16/03 GRAPHTECH 10,000 SHEETS OF ALUMNI LETTERHEAD - 55 - 16-27-027-6604450 289.00- 7,600.00. 8,000.00- 600.00- 58,882.90- 872.53- 76,945.90- 99,000.00- 8,000.00- 694.00- 1,365.00- 435.00- CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES CONTINUED: PAYMENTS MADE TO AND ON BEHALF OF HILTON HARRISBURG & TOWERS BANQUETS FROM LIBRARY FUND 8/14/03 M&TBANK CAREER EXPO EVENT FROM THE GENERAL FUND 8/18/03 LIBERTY FORGE GOLF COURSE EXPENSES FOR GOLF TOURNAMENT 1/12/04 LIBERTY FORGE GOLF COURSE EXPENSES FOR GOLF TOURNAMENT 2/02/04 CENTRAL PENNSYLVANIA COLLEGE ORATORICAL CONTEST EXPENSES 4/12/04 LIBERTY FORGE GOLF COURSE EXPENSES FOR GOLF TOURNAMENT 7/12/04 JAMES R GINGRICH MEMORIALS FOR DIMITRI STADNYK CONTRACT #18409 8/11/04 LIBERTY FORGE GOLF COURSE BANQUETS FOR CENTRAL PENNSYLVANIA BUSINESS COLLEGE THE FOLLOWING ASSETS ADVANCED TO PNC BANK NA TRUSTEE UNDER REVOCABLE AGREEMENT OF CENTRAL PENNSYLVANIA COLLEGE EDUCATIONAL FOUNDATION #16-27-027-365933 11/12/04 184.977 UTS BARON ASSET FD SMALL CAP FUND #583 1,304.681 UTS BLACKROCK FUNDS LARGE CAP VALUE EQUITY PORTFOLIO FUND 89 INSTITUTIONAL CLASS 4,818.054 UTS BLACKROCK FUNDS INDEX EQUITY PORTFOLIO FUND 45 INSTITUTIONAL CLASS - 56 - 3,856.14- 25.00- 6,310.92- 141.60- 1,600.00~ 943.13- 195.00- 5,456.37- 2,568.57- 16,999.99- 96,999.98- 16-27-027-6604450 330,649.73- CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF PRINCIPAL TO BF.NEFICIARIES CONTINUED: THE FOLLOWING ASSETS ADVANCED TO 5,135.291 UTS BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 13 INSTITUTIONAL CLASS 303.030 UTS CALAMOS GROWTH FUND CLASS A FD #606 1,413.134 UTS FIDELITY ADVISOR SER I DIVIDEND GROWTH FD INSTL CL FUND #0717 1,039.755 UTS OLSTEIN FDS FINL ALERT FD ADVISER CL FD #994 390.895 UTS ROYCE OPPORTUNITY FUND INVESTMENT CLASS FD #249 TOTAL PRINCIPAL DISTRIBUTIONS - 57 - 53,403.22- 10,000.00- 17,000.00- 17,000.00- 2,757.15- 16.27-027-6604450 216,728.91. 906,364.57- CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 PRINCIPAL BhThN~~ ON HAND ACQUISITION YM&!; INVESTED CASH 47,321.46 TOTAL PRINCIPAL 47,321.46 - 58 - CENTRAL PENN EDUCATIONAL FDN PRINCIPAL INFORMATION SCHEDULES - INVESTMENTS MADE 10/11/95 4/29/97 12/02/97 11/13/98 11/13/98 11/16/99 11/16/00 11/16/00 2/08/01 3/13/02 3/13/02 3/13/02 3/13/02 988 UTS PNC BALANCED FUND 360 UTS PNC BALANCED FUND 1,795 UTS PNC BALANCED FUND 101.035 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 17.207 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 93.339 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 465.043 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS CAPTIAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION 14.953 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 996.884 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS 1,304.681 UTS BLACKROCK FUNDS LARGE CAP VALUE EQUITY PORTFOLIO FUND 89 INSTITUTIONAL CLASS 755.555 UTS BLACKROCK FUNDS INDEX EQUITY PORTFOLIO FUND 45 INSTITUTIONAL CLASS 3,384.912 UTS BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 13 INSTITUTIONAL CLASS 1,413.134 UTS FIDELITY ADVISOR SER I DIVIDEND GROWTH FD INSTL CL FUND #0717 - 59 - 16-27-027.6604450 22,896.90 9,994.68 57,980.30 1,893.40 322.46 1,870.51 7,612.75 244.78 15,999.99 16,999.99 16,999.99 34,999.99 17,000.00 CENTRAL PENN EDUCATIONAL FDN PRINCIPAL INFORMATION S~~EDULES . INVESTMENTS MADE 3/13/02 10/25/02 10/25/02 10/25/02 10/25/02 10/25/02 11/25/02 12/09/02 12/09/02 12/09/03 12/09/03 12/22/03 12/22/03 1/29/04 1,039.755 UTS OLSTEIN FDS FINL ALERT FD ADVISER CL FD #994 179.986 UTS BARON ASSET FD SMALL CAP FUND #583 1,764.705 UTS BLACKROCK FUNDS INDEX EQUITY PORTFOLIO FUND 45 INSTITUTIONAL CLASS 1,615.969 UTS BLACKROCKFUNDS MANAGED INCOME PORTFOLIO FUND 13 INSTITUTIONAL CLASS 303.030 UTS CALAMOS GROWTH FUND CLASS A FD #606 367.107 UTS ROYCE OPPORTUNITY FUND INVESTMENT CLASS FD #249 4.991 UTS BARON ASSET FD SMALL CAP FUND #583 RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 1.46 UTS ROYCE OPPORTUNITY FUND INVESTMENT CLASS FD #249 RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 3.895 UTS ROYCE OPPORTUNITY FUND INVESTMENT CLASS FD #249 RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 15.487 UTS ROYCE OPPORTUNITY FUND INVESTMENT CLASS FD #249 RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 2.946 UTS ROYCE OPPORTUNITY FUND INVESTMENT CLASS FD #249 RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 90.964 UTS BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 13 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 43.446 UTS BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 13 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 2,297.794 UTS BLACKROCK FUNDS INDEX EQUITY PORTFOLIO FUND 45 INSTITUTIONAL CLASS - 60 - 16-27-027.6604450 17,000.00 2,500.00 29,999.99 16,999.99 10,000.00 2,500.00 68.57 11.01 29.37 182.13 34.64 949.66 453.58 50,000.00 CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 PRINCIPAL INFORMATION SCHEDULES . CHANGES IN INVESTMENT HOLDINGS 5/15/98 1,647.844 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 RECEIVED IN EXCHANGE FOR PNC BALANCED FUND 20,208.60 5/15/98 680.302 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 RECEIVED IN EXCHANGE FOR PNC BALANCED FUND 9,994.68 5/15/98 3,392.065 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 RECEIVED IN EXCHANGE FOR PNC BALANCED FUND 57,980.30 10/27/98 SOLD 2,903.908 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS 40,044.73- 11/13/98 SOLD BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION 11/13/98 PURCHASED 101. 035 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 1,893.40 11/13/98 PURCHASED 17.207 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 322.46 1/07/99 SOLD 49.359 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS 843.69- 2/02/99 SOLD 98.329 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS 1,680.73- 3/29/99 SOLD 98.571 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS 1,684.87- . 61 - " CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 PRINCIPAL INFORMATION SCHEDULES - r~GES IN INVESTMENT HOI~INGS CONTINUED: BLACKROCK FUNDS BALANCED 11/16/99 SOLD BLACKROex FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION 11/16/99 PURCHASED 93.339 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 1,870.51 11/16/00 SOLD BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS CAPITAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION 11/16/00 PURCHASED 465.043 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS CAPTIAL GAIN DISTRIBUTION PROCEEDS ON MANDATORY RIGHTS REDEMPTION 7,612.75 11/16/00 PURCHASED 14.953 UTS BLACKROCX FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS RECEIVED THRU REINVESTMENT OF CAPITAL GAINS 244.78 2/08/01 PURCHASED 996.884 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS 15,999.99 4/10/01 SOLD 139.665 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS 2,738.66- 3/13/02 SOLD 4,118.840 UTS BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS 69,134.79- 0.000 UTS .00 - 62 . CENTRAL PENN EDUCATIONAL FDN 10/11/95 4/29/97 12/02/97 2/24/98 5/15/98 PRINCIPAL INFORMATION SC.HEDULES - CHANGES IN INVESTMENT HOLDINGS PURCHASED 988 UTS PNC BALANCED FUND PURCHASED 360 UTS PNC BALANCED FUND PURCHASED 1,795 UTS PNC BALANCED FUND SOLD 116 UTS PNC BALANCED FUND 3,027 UTS PNC BALANCED FUND EXCHANGED FOR BLACKROCK FUNDS BALANCED PORTFOLIO FUND 65 OUTS - 63 - 16-27-027-6604450 22,896.90 9,994.68 57,980.30 2,688.30- 88,183.58' .00 '. CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 RECEIPTS OF INCOME 11/07/88 FOR ART WORK SOLD FROM BART AND JEAN MILANO 33.00 6/07/89 PROCEEDS ON SALE OF CHRISTMAS CARDS 8.00 7/19/89 STOP PAYMENT ON CHECK TO CENTRAL PENNSYLVANIA BUSINESS SCHOOL AND ELETIA MCDUFFIE 250.00 1/02/90 CONTRIBUTION MARIA ROTHERMEL FUND 25.00 1/02/90 CONTRIBUTION MARIA MCARDLE FUND 25.00 1/29/90 PROCEEDS ON SALE OF CHRISTMAS CARDS 8.00 12/10/90 STOP PAYMENT PLACED ON CHECK TO CENTRAL PENNSYLVANIA BUSINESS SCHOOL AND SHERI A VINCLER 200.00 9/17/92 RETURN OF UNUSED CHECK TO CENTRAL PENNSYLVANIA BUSINESS SCHOOL AND REBECCA ANTHONY 200.00 10/29/92 RETURN OF UNUSED CHECK TO CENTRAL PENNSYLVANIA BUSINESS SCHOOL AND S BLANCO 450.00 OTHER INCOME CONE CMA 3/01/83 4/04/83 5/02/83 6/01/83 7/01/83 8/01/83 9/01/83 10/03/83 11/01183 12/01/83 1/03/84 2/01/84 3/01/84 4/02/84 5/02/84 6/01/84 7/02/84 8/01/84 9/04/84 10/02/84 11/01184 12/03/84 1/02/85 13.16 15.32 15.21 15.44 15.77 16.91 17.25 16.22 16.93 15.96 16.37 18.14 22.39 25.40 25.86 26.77 27.24 29.72 23.85 23.45 22.38 21. 95 20.84 - 64 - " CENTRAL PENN EDUCATIONAL FDN CONTINUED: CCNB CMA 2/0</85 3/01/85 </01/85 5/01/85 6/03/85 7/01/85 8/02/85 9/03/85 10/01/85 11/01/85 12/02/85 1/02/86 2/03/86 3/03/86 4/02/86 5/02/86 6/03/86 7/01/86 7/02/86 8/01/86 8/04/86 9/03/86 9/08/86 9/16/86 10/01/86 10/02/86 11/03/86 11/10/86 12/01/86 1/02/87 2/02/87 3/02/87 4/01/87 5/01/87 6/01/87 7/03/87 8/06/87 9/01/87 10/01/87 RECEIPTS OF INCOME 16-27-027-6604450 19.91 19.27 22.87 21. 91 23.15 23.01 21. 55 18.58 17.85 20.72 24.99 24.25 21.99 21.54 23.70 25.23 21.49 18.70 ,67 15.13 20.08 18.93 29.00 2.34 19.34 17.34 20.47 .13 20.32 19.21 16.97 16.59 18.81 18.55 19.93 20.18 20.85 21.13 2.08 SHORT TERM US GOVERNMENT SECURITIES 1,191.29 11/0</86 12/02/86 1/06/87 2/03/87 3/03/87 4/03/87 5/04/87 6/02/87 7/02/87 8/04/87 9/02/87 10/06/87 11/02/87 12/02/87 - 65 - 17.40 16.86 18.60 18.12 15.87 18.15 15.36 14.23 19.46 21. 98 15.16 34.65 38.69 46.90 CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF IN~nMF. 16-27-027-6604450 CONTINUED: SHORT TERM US GOVERNMENT SECURITIES 1/04/BB 2/01/88 3/02/BB 4/01/88 5/03/88 6/02/BB 7/01/BB B/02/BB 9/01/BB 10/04/88 11/03/BB 12/01/BB 1/05/B9 2/02/B9 3/03/B9 4/04/B9 5/02/B9 6/02/B9 7/03/B9 B/01/B9 9/06/B9 10/04/89 11/02/89 12/04/89 1/03/90 2/01/90 3/02/90 4/04/90 5/01/90 6/05/90 7/03/90 8/01/90 9/05/90 10/02/90 11/02/90 12/04/90 1/04/91 2/01/91 3/01/91 4/02/91 5/01/91 6/04/91 7/02/91 B/02/91 9/03/91 10/01/91 11/01/91 12/02/91 1/02/92 2/03/92 3/03/92 4/01/92 5/01/92 6/02/92 7/01/92 - 66 - 61.47 59.26 57.77 62.58 60.82 59.36 60.40 70.69 68.21 63.49 71. 57 82.04 136.25 121. 54 109.61 128.33 126.80 127.27 126.92 140.25 131.17 104.20 107.18 105.54 120.62 115.60 105.89 118.24 113.97 112.87 112.12 123.23 115.62 98.79 104.12 101. 22 99.93 89.45 75.64 83.16 79.60 79.88 77.31 84.28 76.99 71. 76 73.21 70.55 61.01 57.74 58.19 61.88 58.02 53.46 50.64 CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 RECEIPTS OF INCOME CONTINUED: SHORT TERM US GOVERNMENT SECURITIES B/03/92 9/01/92 10/01/92 48.39 43.45 40.29 5,391.27 BLACKROCK FUNDS BALANCED PORTFOLIO FUND 66 INSTITUTIONAL CLASS 6/30/9B 474.78 10/01/98 680.71 12/31/98 369.75 3/30/99 313 .52 6/29/99 322.59 9/29/99 327.97 12/27/99 315.71 2,805.03 TRUST FOR SHORT TERM U S GOVERNMENT SECURITIES 11/02/92 45.45 45.45 PNC BALANCED FUND 10/17/95 11.42 10/24/95 10.86 10/31/95 13.60 11/07/95 13.46 11/14/95 25.02 11/21/95 24.99 11/29/95 16.87 12/04/95 21.39 12/12/95 18.13 12/19/95 20.19 12/27/95 18.87 1/04/96 20.56 1/11/96 10.59 1/17/96 16.74 1/23/96 10.93 1/30/96 12.72 2/06/96 16.39 2/13/96 22.77 2/21/96 28.59 2/27/96 24.22 3/04/96 21. 27 3/12/96 19.75 3/19/96 20.49 3/26/96 13.10 4/02/96 18.01 4/09/96 10.75 4/16/96 17.81 4/23/96 11. 25 4/30/96 14.24 5/07/96 15.34 5/14/96 23.47 5/21/96 22.99 5/29/96 32.02 6/04/96 17.78 6/11/96 20.90 67 CENTRAL PENN EDUCATIONAL FDN CONTINUED: PNC BALANCED FUND 6/18/96 6/25/96 7/02/96 7/09/96 7/16/96 7/23/96 7/30/96 8/06/96 8/13/96 8/20/96 8/27/96 9/04/96 9/10/96 9/17/96 9/24/96 10/02/96 10/08/96 10/16/96 10/22/96 10/29/96 11/04/96 11/13/96 11/19/96 11/26/96 12/03/96 12/10/96 12/17/96 12/24/96 12/31/96 1/03/97 1/14/97 1/22/97 1/28/97 2/04/97 2/11/97 2/19/97 2/25/97 3/04/97 3/11/97 3/18/97 3/25/97 4/02/97 4/08/97 4/15/97 4/22/97 4/29/97 5/02/97 5/13/97 5/20/97 5/28/97 6/03/97 6/10/97 6/17/97 6/24/97 7/02/97 REC.F.IPTS OF INCOME - 68 - 16.27-027-6604450 21.44 15.33 19.85 14.38 17.84 12.62 13.26 17.07 22.52 21. 77 25.55 20.77 20.64 27.04 20.94 20.69 9.79 19.25 5.84 13 .33 14.51 25.76 26.05 23.21 21.12 22.12 19.19 14.45 17.69 9.51 23.91 13.73 15.23 17.50 20.82 26.13 27.63 25.34 23.54 24.07 15.97 24.20 10.80 15.96 13.22 14.29 22.80 34.58 46.55 34.64 27.60 30.20 34.93 22.33 38.48 CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF INCOME CONTINUED: PNC BALANCED FUND 7/09/97 7/15/97 7/22/97 7/29/97 8/04/97 8/12/97 8/19/97 8/26/97 9/03/97 9/09/97 9/16/97 9/23/97 10/02/97 10/07/97 10/15/97 10/21/97 10/28/97 11/04/97 11/12/97 11/18/97 11/25/97 12/02/97 12/09/97 12/16/97 12/23/97 12/30/97 1/05/98 1/13/98 1/21/98 1/27/98 2/03/98 2/10/98 2/18/98 2/24/98 3/03/98 3/10/98 3/17/98 3/24/98 4/02/98 4/07/98 4/14/98 4/21/98 4/28/98 5/04/98 5/12/98 5/18/98 16-27-027-6604450 19.35 29.24 23.36 22.05 28.02 25.92 44.52 41.59 30.12 26.09 36.48 30.24 43.71 12.54 30.26 20.05 25.43 29.21 32.85 37.46 39.73 28.96 71.45 83.07 53.32 50.57 57.60 77.26 49.64 54.04 66.99 63.05 82.58 95.58 83.28 65.05 85.47 53.55 84.87 27.42 64.71 53.84 55.46 63.60 62.21 130.97 4,088.22 11/02/92 NAVIGATOR U S TREASURY AGREEMENT FUND 146.81 TRUST FOR SHORT TERM U S SECS FEDERATED FUND #52 12/04/92 12/04/92 - 69 - 146.81 GOVERNMENT 1.52 43.49 CENTRAL PENN EDUCATIONAL FDN RECEIPTf:: OF INCOME CONTINUED: TRUST FOR SHORT TERM U S GOVERNMENT 1/06/93 1/06/93 2/01/93 2/01/93 3/02/93 3/02/93 4/01/93 4/01/93 5/03/93 5/03/93 6/01/93 6/01/93 7/02/93 7/02/93 8/02/93 8/02/93 9/01/93 9/01/93 10/01/93 10/01/93 11/01/93 11/01/93 12/01/93 12/01/93 1/04/94 1/04/94 2/01/94 2/01/94 3/01/94 3/01/94 4/04/94 4/04/94 5/02/94 5/02/94 6/01/94 6/01/94 7/06/94 7/06/94 8/02/94 8/02/94 9/01/94 9/01/94 BLACKROCK MONEY MARKET INSTITUTIONAL CLASS FD #01 10/01/98 10/01/98 11/02/98 11/02/98 12/01/98 12/01/98 1/04/99 1/04/99 2/01/99 2/01/99 . 70 - 16-27-027-6604450 1.47 40.70 1.57 39.13 1.30 34.09 1.52 38.43 1.56 37.20 1.48 37.04 1.49 33.85 1.62 36.07 1.56 36.81 1.58 37.73 1.71 40.51 1.59 39.68 1. 74 40.60 1. 84 35.84 1.63 33.81 1.92 38.30 2.06 39.19 2.23 41.78 2.41 43.01 2.68 46.82 2.59 52.70 905.85 2.25 13.48 7.97 55.73 7.70 4.28 7.77 2.88 3.47 1.88 CENTRAL PENN EDUCATIONAL FDN RECEIPTS OF INCOME CONTINUED: BLACKROCK MONEY MARKET 3/01/99 3/01/99 4/01/99 4/01/99 5/03/99 5/03/99 6/01/99 6/01/99 7/01/99 7/01/99 B/02/99 8/02/99 9/01/99 9/01/99 10/01/99 10/01/99 11/01/99 11/01/99 12/01/99 12/01/99 1/03/00 1/03/00 2/03/00 2/03/00 3/02/00 3/02/00 PNC SHORT TERM INVESTMENT FUND TAXABLE 9/01/94 9/01/94 10/04/94 10/04/94 11/01/94 11/01/94 12/01/94 12/01/94 1/03/95 1/03/95 2/01/95 2/01/95 3/01/95 3/01/95 4/03/95 4/03/95 5/01/95 5/01/95 6/01/95 6/01/95 7/05/95 7/05/95 BLACKROCK MONEY MARKET SERVICE CLASS FD #OB 7/03/95 - 71 - 16-27-027-6604450 .B1 5.43 . BB 5.90 1.90 5.03 l.B6 B.44 1. 77 20.95 3.06 25.1B 3.09 3B.56 3.15 22.90 4.71 1B.08 4.64 27.51 5.09 31.20 6.42 28.29 .20 24.05 406.51 .20 4.05 3.23 61. 93 3.54 66.92 3.82 91.14 4.46 95.77 4.96 9B.93 5.15 101. 22 6.15 115.05 6.38 112.44 7.05 111. 09 6.78 100.69 1,010.95 .44 CENTRAL PENN EDUCATIONAL FDN CONTINUED: BLACKROCK MONEY MARKET RECEIPTS OF HJCOMR 16-27-027-6604450 7/03/95 B/02/95 B/02/95 9/01/95 9/01/95 10/02/95 10/02/95 11/01/95 11/01/95 12/01/95 12/01/95 1/02/9. 1/02/9. 2/01/9. 2/01/9. 3/01/9. 3/01/9. 4/01/9. 4/01/96 5/02/96 5/02/9. ./03/9. 6/03/96 7/01/96 7/01/9. B/01/9. B/01/9. 9/03/9. 9/03/9. 10/01/9. 10/01/96 11/01/96 11/01/96 12/02/96 12/02/96 1/02/97 1/02/97 2/03/97 2/03/97 3/03/97 3/03/97 4/02/97 4/02/97 5/01/97 5/01/97 6/02/97 ./02/97 7/01/97 7/01/97 8/01/97 8/01/97 9/02/97 9/02/97 10/01/97 10/01/97 . 7.2- 6.70 7.17 101. 52. 7.37 99.57 7.43 100.53 8.06 39.49 8.16 12.33 B.Bl 13.81 8.86 9.50 8.18 10.68 8.95 15.88 8.73 20.72 5.35 21. 48 5.57 20.83 6.13 21. 82 6.45 22.26 6.64 34.11 6.52 57.30 6.76 50.46 7.52 47.40 7.92 50.10 7.51 50.13 8.86 54.34 9.17 44.35 8.28 10.14 8.51 11. 87 9.31 12.30 6.38 12.44 2.64 16.28 CENTRAL PENN EDUCATIONAL FDN 16-27.027-6604450 RECEIPTS OF INCOME CONTINUED: BLACKROCK MONEY MARKET 11/03/97 11/03/97 12/01/97 12/01/97 1/02/98 1/02/98 2/02/98 2/02/98 3/03/98 3/03/98 4/01/98 4/01/98 5/01/98 5/01/98 6/01/98 6/01/98 7/01/98 7/01/98 8/04/98 8/04/98 9/01/98 9/01/98 10/01/98 10/01/98 3.20 8.97 3.50 146.16 4.82 25.21 5.80 8.02 3.78 8.16 1.62 18.88 2.53 18.19 3.35 16.41 3.60 17.47 5.47 10.70 5.22 12.63 2.78 20.11 1,526.70 MISCELLANEOUS TRANSFER FROM PRINCIPAL TO INCOME 2/13/84 8/03/84 3/26/86 10/29/92 2/04/99 2/09/00 3/06/00 87.50 87.50 110.88 3,449.36 1,000.00 422.89 10.67 TOTAL INCOME 5,168.80 23,885.88 ------------ ------------ - 73 . CENTRAL PENN EDUCATIONAL FDN DISBURSF.MF.lIl'"l'S OF INCOME 16-27-027-6604450 11/04/88 WILDEMAN AND OBROCK PROFESSIONAL SERVICES CONE CMA DEMAND NOTE FEE 7/01/86 8/01/86 9/08/86 10/01/86 11103186 12/01/86 1/02/87 2/02/87 3/02/87 4/01/87 5/01/87 6/01/87 7/03/87 8/06/87 9/01/87 10/01/87 2/02/88 260.00- 1.16- 1.12- 1.95- 1.41- 1.49- 1.45- 1.27- 1.11- 1.16- 1.31- 1.27- 1.33- 1.29- 1.33- 1.33- .13- 87.50- TRANSFER FROM INCOME TO PRINCIPAL 107.61- 12/29/89 12128/90 6128191 2/17/98 1/06/99 PNC BANK NA PRINCIPAL COMPENSATION 8/08/83 11/21183 11/21/83 2/13/84 6/25/84 8/03/84 12/06/84 5/01185 8/02/85 1/03/86 3121/86 3/24/86 5/02/86 9/05/86 12/04/86 3105187 5/26/87 8/17/87 11/02/87 5/03/88 8/03/88 11/03/88 2/03/89 5/03/89 8/01/89 - 74 - 1,679.71- 1,250.29- 331. 69. 1,383.43- 1,525.00- 6,170.12- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50. 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50. CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 DI~RTJRSEMF.NTS OF INCOME CONTINUED: PNC BANK NA 11/06/89 2/05/90 5/07/90 8/03/90 11/05/90 2/04/91 5/02/91 8/05/91 11/04/91 2/04/92 5/01/92 8/04/92 11/27/92 2/03/93 5/04/93 8/03/93 11/03/93 2/03/94 5/03/94 8/03/94 9/06/94 10/04/94 11/03/94 12/05/94 1/04/95 2/03/95 3/03/95 4/04/95 5/03/95 6/05/95 7/05/95 8/03/95 9/06/95 10/03/95 11/03/95 12/05/95 1/03/96 2/05/96 3/05/96 4/03/96 5/03/96 6/04/96 7/03/96 8/05/96 9/04/96 10/03/96 11/05/96 12/03/96 1/03/97 2/04/97 3/04/97 4/03/97 5/05/97 6/03/97 7/03/97 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 87.50- 24.68- 24.86- 24.67- 26.66- 22.29- 22.29- 25.40- 7.91- 7.95- 10.58- 10.60- 9.81- 10.32- 11. 12- 11.24- 10.79- 10.79- 10.91- 11.01- 11.46- 11.46- 12.85- 13.23- 13.63- 13.56- 13.57- 14.83- 14.85- 15.16- 15.12- 14.82- 16.78- 19.03 - 19.98- 19.01- 19.47- 20_50- 20.86- 19.12- 20.17- 21.51- 22.18- - 75 - CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 DISBURSEMENTS OF INCOME CONTINUED: PNC BANK NA 8/05/97 9/03/97 10/03/97 11/04/97 12/03/97 1/05/98 2/03/98 3/03/98 4/15/98 5/05/98 6/16/98 7/08/98 8/04/98 9/03/98 10/05/98 11/03/98 12/03/98 1/05/99 2/03/99 3/03/99 4/05/99 5/04/99 6/03/99 7/06/99 8/03/99 9/03/99 10/05/99 11/03/99 12/03/99 1/06/00 2/03/00 3/03/00 23.34- 37.96- 37.88- 36.61- 86.87- 85.06- 87.42- 90.71- 93.77- 93.71. 62.45- 63.01- 62.70- 59.24- 62.16- 32.12- 33.10- 33.79- 31.67- 31.48- 31.16- 31.57- 34.30- 35.62- 38.90- 34.88- 32.12- 35.98- 37.04- 38.07- 35.07- 34.92- 5,566.71- PNC BANK NA MINIMUM FEE 2/03/93 5/04/93 8/03/93 11/03/93 2/03/94 5/03/94 8/03/94 9/06/94 10/04/94 11/03/94 12/05/94 1/04/95 2/03/95 3/03/95 4/04/95 5/03/95 6/05/95 7/05/95 8/03/95 9/06/95 62.82- 62.64- 62.83- 60.84- 65.21- 65.21- 62.10- 21.26- 21. 22- 18.59- 18.57- 19.36- 18.85- 18.05- 17.93- 18.38- 18.38- 18.26- 18.16- 17.71- - 76 - CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 DISBURSRMR"JTS OF INCOME CONTINUED: PNC BANK NA 10/03/95 11/03/95 12/29/95 1/10/96 2/05/96 3/05/96 4/03/96 5/03/96 6/04/96 7/03/96 8/05/96 9/04/96 10/03/96 11/05/96 12/03/96 1/03/97 2/04/97 3/04/97 4/03/97 5/05/97 6/03/97 7/03/97 8/05/97 9/03/97 10/03/97 11/04/97 2/01/99 2/01/00 17.71- 16.32- 15.94- 15.54- 15.61- 15.60- 14.34- 14.32- 14.00- 14.05- 14.35- 12.39- 10.14- 9.19- 10.16- 9.70- 8.66- 8.31- 10.05- 8.99- 7.66- 6.99- 5.83- 3.71- 3.79- 5.06- 1,404.49- 1,784.30- TOTAL INCOME DISBURSEMENTS 4,163.57- 16,268.01- - 77 - CENTRAL PENN EDUCATIONAL FDN DTSTRIBTTTIONS OF INCOME TO BF.NEFICIARIES DISTRIBUTIONS PER ATRICLE II (Al OF TRUST AGREEMENT CASH DISTRIBUTED CENTRAL PENNSYLVANIA BUSINESS SCHOOL SCHOLARSHIP AWARD 8/20/91 8/20/91 8/20/91 8/20/91 8/20/91 8/20/91 JANICE YZEIK SCHOLARSHIP AWARD TRACY BOBEK SCHOLARSHIP AWARD 4/29/96 TANYA LEBO SCHOLARSHIP AWARD MICHELLE ALLEN SCHOLARSHIP AWARD SHANNON STRITZINGER SCHOLARSHIP AWARD PAT BROWN SCHOLARSHIP AWARD PAYMENTS MADE TO AND ON BEHALF OF CENTRAL PENNSYLVANIA EDUCATIONAL FOUNDATION 10/02/96 CENTRAL PENNSYLVANIA BUSINESS SCHOOL EXPENSES FOR GOLF TOURNAMENT ALPHAGRAPHICS EXPENSES FOR GOLF TOURNAMENT 5/01/97 CLASSIC CATERING CATERING FOR SUSQUEHANNA TRAIL CHAPTER OF ABWA 6/02/97 COLONIAL COUNTRY CLUB FRUIT PUNCH AND FOUNTAIN DRINKS - 78 - 500.00- 500.00- 500.00- 500.00- 700.00- 16-27-027-6604450 2,700.00- 800.00- 700.00- 400.00- 200.00- 200.00- 200.00- 63.60- 99.37- 450.00- 25.00- 5,200.00- CENTRAL PENN EDUCATIONAL FDN DISTRIBUTIONS OF INCOME TO BENEFICIARIES CONTINUED: PAYMENTS MADE TO AND ON BEHALF OF 8/05/97 SUSQUEHANNA TRAIL CHAPTER ABWA EXPENSES FOR ART AUCTION EVENT 8/0B/97 KITCHENWORKS CATERERS INC MEAL FOR GOLF TOURNAMENT B/27/97 DOLPHIN ART GOLF SHIRTS 11/06/98 COMMONWEALTH OF PENNSYLVANIA REGISTRATION FEE FOR BUREAU OF CHARITABLE ORGANIZATIONS 12/07/99 COMMONWEALTH OF PENNSYLVANIA REGISTRATION FEE FOR BUREAU OF CHARITABLE ORGANIZATIONS TOTAL INCOME DISTRIBUTIONS - 79 - 16-27-027-6604450 402.40- 500.00- 847.50- 15.00- 15.00- 2,417.87- 7,617.87- CENTRAL PENN EDUCATIONAL FDN 16-27-027-6604450 'RAI.AN("..E OF INrnMF. ON HAND ACQUISITION YAl.l1l> TOTAL INCOME .00 ------------ ------------ - 80 - o PNCADVlSORS As of March 31, 2004 Mutual Funds are one of the investment vehicles that PNC Advisors1 uses to manage investments made on behalf of its clients' accounts. All mutual funds pay fees to various service providers for services rendered to the mutual funds. This fund fee disclosure grid is sent to you on a semi-annual basis so that PNC Advisors can inform you of the service fees earned by PNC Advisors or by another member of The PNC Financial Services Group, Inc. ("PNC") from the mutual funds or their affili- ates in connection with mutual funds which may be held in your account. Certain types of accounts may hold Service Class shares of the BlackRock Funds, which have a service fee of 0.30% in addition to the expenses listed. Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value. PNC affiliates may earn compensation for providing any or all of the following services: acting as investment adviser; providing accounting, transfer agency and cus- tody services; or providing omnibus record keeping and associated shareholder services to the mutual funds, Most of these fees are earned on a percentage basis; however, some fees are earned in specific amounts which are shown in the footnotes, The total expense ratio for each investment is also shown on this grid. These expenses are paid by the mutual funds or their affiliates and are separate from and in addition to any account level fees paid to PNC Advisors. In addition, certain funds used in client accounts, which are not mutual funds, also pay fees to PNC affiliates.4 NAME OF FUND BLACKROCK FUNDS INSTITUTIONAL CLASS EXPENSE RATIOS' TOTAL EXPENSE RATIO TOTAL TO PNC BANK OR ITS AFFlLlATES23 Asia Pacific Equity Balanced Core Bond Total Return Core PLUS Total Return DE Tax-Free Income European Equity Opportunities GNMA High Yield Bond Index Equity Intermediate Bond Intermediate Government Bond International Bond International Equity International Opportunities KY Tax-Free Income Large Cap Growth Equity Large Cap Vaiue Equity Low Duration Bond Managed Income Mid-Cap Growth Equity Mid-Cap Value Equity Money Market Municipai Money Market NC Municipal Money Market NJ Municipal Money Market NJ Tax-Free Income OH Municipal Money Market OH Tax-Free Income PA Municipal Money Market PA Tax-Free Income Select Equity Small Cap Core Equity Small Cap Growth Equity Small Cap Value Equity Tax-Free Income U.S. Opportunities U.s. Treasury Money Market VA Municipal Money Market 1.45% 1.09% 0.55% 0.55% 0.70% 1.45% 1.43% 0.64% 0.76% 0.1B% 0.60% 0.60% 0.94% 1.17% 1.45% 0.70% 0.B2% 0.79% 0.55% 0.65% 1.23% 1.26% 0.42% 0.42% 0.30% 0.39% 0.60% 0.39% 0.60% 0.42% 0.60% 0.81% 1.30% 0.92% 0.94% 0.60% 1.59% 0.41% 0.30% 1.12% 0.78% 0.50% 0.50% 0.64% 1.24% 0.98% 0.54% 0.64% 0.13% 0.56% 0.54% 0.84% 1.03% 1.27% 0.65% 0.73% 0.73% 0.51% 0.61% 1.07% 1.06% 0.39% 0.38% 0.24% 0.35% 0.55% 0.35% 0.55% 0.39% 0.56% 0.71% 1.14% 0.81% 0.81% 0.55% 1.34% 0.38% 0.22% 1} PNC Aavisors _ is a regi~tered service mark o~ T.he. PNC Financial Seryices Grou~, I~c. ("PNC") for investment management and fiduciary services and certain fDIC-insured banking prod- ucts an~ servlc~s provided by the PNC subSidiaries, PNC Bank. National AsSOCiation and PNC Bank, Delaware, which are Members FDIC. PNC Advisors does not provide legal, tax or accountmg adVice. 2) A description of the service~ provided to the BlackRock Funds and the BlackRock liquidity Funds by PNC affiliates and the compensation received for each service may be found in the prospectuses. You can obtam a prospectus for the BlackRock Funds or the BlackRock liquidity Funds by calling your account officer or 1-800-441-7450, 3) (i) PNC Advisors m~y also. receive an account level fee for services provided to your account However, in tight of the compensation for the services described above. for certain acc~unts, PNC AdVisors dlsco.unts the account level fee for the portion Invested in portfolios of the BlackRock Funds (other than a money market fund) and (ij) PNC Advisors also receives compensation from Its affiliate, BlackRock, Inc.,for servicing and administration activities. 4) A description of certain ~f the services provided an.d fees earned may be found in the mutual fund prospectuses or other disclosure documents for the mutual fund. You can obtain the prospectus for a particular mutual fund by calling your account officer or 1~800.821.7432. If the fund you hold is not a mutual fund, you should have a copy of the disclosure document If you have any questions, please call your account officer, "Servicing fees paid from the Fund's advisor. CENTRAL PENNSYL VANIA BUSINESS COLLEGE EDUCATIONAL FOUNDATION #16.27.027.6604450 SCHEDULE OF DISTRIBUTION PER FIRST AND FINAL ACCOUNT DATED 1/12/05 PNC BANK NA TRUSTEE UNDER REVOCABLE AGREEMENT OF CENTRAL PENNSYLVANIA COLLEGE EDUCATIONAL FOUNDATION #16-27-027-6604450 Balance Per First and Final Account Dated January 12,2005 Principal-Personalty Cash 47,321.46 Balance for Distribution 47,321.46 TO: PNC BANK NA TRUSTEE UNDER REVOCABLE AGREEMENT OF CENTRAL PENNSYLVANIA COLLEGE EDUCATIONAL FOUNDATION #16-27-027-3656933 100.00% Share Principal - Personalty Cash 47,321.46 Total 47,321.46 " o PNCADVlSORS As of March 31. 2004 NAME OF EJ.!.!i!2 TempFund TempCash fedfund T-fund Treasury Trust Federal Trust MuniFund MuniCash California Money New York Money BLACKROCK LIQUIDITY FUNDS (formerly BLACKROCK PROVIDENT INSTITUTIONAL FUNDS) EXPENSE RATIOS INSTITUTIONAL SHARES TOTAL TOTAL TO EXPENSE RATIO PNC AFFILIATES' 0.T8% 0.T6% 0.T8% 0.T6% 0.20% O. T 8% 0.20% 0.18% 0.20% 0.18% 0.20% 0.18% 0.20',(, 0.18% 0.20% 0.18% 0.20% 0.18% 0.20% 0.18% ADMINISTRATION SHARES TOTAL TOTAL TO EXPENSE RATIO PNC AFFIIIATES'.' 0.28% 0.26% 0.28% 0.26% 0.30% 0.28% 0.30% 0.28% 0.30% 0.28% 0.30% 0.28% 0.30% 0.28% 0.30% 0.28% 0.30% 0.28% 0.30% 0.28% NAME OF FUND OTHER FUNDS TOTAL EXPENSE RATIO . 1.06% 0.79% 0.90% 0.70% 1.05% 0.80% 1.21% 1.17% 1.77% 1.29% 0.98% 1.22% 1.27% 1.27% 0.59% 0.67% 0.60% 0.85% 2.40% 1.74% 1.08% 1.10% 1.43% 1.42% 1.25% 1.98% 1.42% 1.60% 0.72% 0.80% 1.55% 0.76% 0.80% 0.91% 0.97% 1.00% Alliance Growth & Income fund American Advantage IntI Equity American Century Capital Value American Century large Company Value American Century Small Cap Value American Century Ultra Fund Artisan International Equity Fund Artisan Small Cap Value Calvert New Vision Small Cap Calvert Social Equity Fund Cohen & Steers Equity Income Columbia Small Cap Growth Constellation Clover Small Cap Value Federated Capital Appreciation Franklin FL Tax Free Franklin Insured MA Tax free Franklin NY Tax Free Harbor International GAM Avalon Lancelot ING Pilgrim International Value Janus Mid Cap Value Janus Small Cap Value Managers Special Equity MfS Core Growth MfS Value Munder Micro Cap Equity Olstein Financial Alert RS Investors Smaller Company Growth Scudder Massachusetts Tax Free Scudder Short Muni Fund State Street Aurora Fund T. Rowe Price Growth Stock T. Rowe Price Mid Cap Growth T. Rowe Price MeV T. Rowe Price Value T. Rowe Price Real [state TOTAL TO PNC AFFlL/A TES' a a C C C C a.c a,c a a a,c a,C a,C a,c a,b a,b a.b a,c d a a a a a a a,b,d C a,e b b a c c c c c a) PNC affiliates receive between $100 and $8.900 in annual revenue for providing State securities fiJJng services b) PNC affiliates receive between $99.200 and $582.500 annually for printing and mailing of fund financial statements and certain related services for the fund family of which this fund is a part. c) PNC Bank receives a fee between. 10% and .35% of the average daily net asset value of assets invested in the Funds for omnibus accounting services. d) PNC affiliates receive between $154.753 and $250,584 in annual revenue as transfer agent. e) PNC affiliates receive $151,000 annually For fund aCCOUnting services. #16-27-027-6604450 SS / I COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY ROBERT AL TIMORE BEING DULY AFFIRMED ACCORDING TO LAW DEPOSES AND SAYS THAT HE IS A TRUST SERVICES ADMINISTRATOR OF PNC BANK, NATIONAL ASSOCIATION, THE ACCOUNTANT NAMED IN THE FOREGOING ACCOUNT AND THAT THE SAID ACCOUNT IS JUST AND TRUE TO THE BEST OF HIS KNOWLEDGE AND BELIEF AND THE GRANT OF LETTERS AND THE FIRST COMPLETE ADVERTISEMENT THEREOF OCCURRED MORE THAN FOUR MONTHS BEFORE FILING OF THE ACCOUNT AND THE DECEDENT WAS NOT ADJUDICATED INCOMPETENT. AFFIRMED AND SUBSCRIBED TO BEFORE ME THIS~7 ~DAY OF ()?U\ {y\i2.. Y 2005 I HEREBY CERTIFY THAT I AM NOT A DIRECTOR OR ICER OF PNC BANK, NATIONAL ASSO :~~P) R ERT AL TIMORE TRUST SERVICES ADMINISTRATOR ~ 1~ Notarial Seal Exa 1. Thrower, Notary Public City of Pittsburgh, Allegheny County My Commission Expires Nov, 12, 2006 Member, Penn<>ylV.Rma Ass{lciatic};j otNotaries , " /1 -.:27-,j::l. 7~ CJb~eJ ~ .. 1m' CJ/",p-LP7.uif;:' ~:r.e.em.ent nf \LI-ru~t AGREEMEN'J' made this '3/Dk day of January, 1983, by and between THE SUSQllEHANNA nAIL CllAPTEll OF TIIE AMERICAN BUSINESS WOMEN'S ASSOCIATION, herein referred to as "Grantor", and CCNB BANK, N .A., a corporation organized and existing under the laws of the united 5ta'tes, herein :referred to as "Trustee". WHE':REAS, Grantor is the owner of certain assets listed on Exhibit IIAIt, attached hereto, herein referred to as the U~rust Fundu, which it desires to transfer and convey to Trustee, IN TRUST. NOW, THERl!:FORl!:, for and in consideration of their ,mutual covenants and promiees, the patties agree as follows: ARTICI.I;: I: Grantor hereby transfers and conveys "to Trustee the assets listed on Exlli.bit '-All, attach8Q hereto, and Trustee agrees to hold and administer said assets, and any adCli tions thereto, IN TRUST NEVERTHELESS, for the uses and purposes herein set forth. AATICLE II: Said Trust Fund shall be utilized as follows for charitable and educational purposes within the meaning of section 50l(c)(3) of the Internal Revenue code of 1954, as amended: (a) !l'o the ""ten'!: consistent "1 tb said chari table and educational purposes, said Trustee shall creats a pur- petual trust fund to he know as the CEN'l'RAI. ~ENNSYLVANIA BUSINESS COLLEGE I!:DUC'A:!:IONAL FOUNDATION for awarding scholarsbips to students attending the Cen~al ~ennsylvania BUsiness School, or its successor, So long as said school is an educational organization within the meaning of the ORI1l1NAll'lf'l~lMEIlTl'IlED INVAUl"I ."" y.:S7; ! " r W n l. ~ ~ lQ) 0 ~ ~ ~ - 0 ~ ~ " (J C , ~ , , ~ ! I C'" C" l:) ..e J:. ~ Internal Revenue Co~ and the applicable regulations thereunder. (b) The Trustee shall invest and rein"est the sarne, collect the income and, after paying all expen- ses incident to the management of the Trust, apply the net income of the principal of said TrUst Fund to the establishment of said educational scholarships. (c) For the purpose of making the awards, the annual Selection Committee shall consist of the three following individuals: (i) the Dean of Academic Affairs of Central pennsylvania Business school or other indi- vidual performing similar duties in the future I (ii) the Education Committee Scholarship Chairman of the Susquehanna Trail Chapter (or its successor), of the American Business Women'B Association; and (iii) the Central pennsylvania Business School Alumni Aseociation SCholarship Committee Chairman. In no event shall the same individual serve in more than one capacity on the Selection Committee. The scholarship(s) so awarded shall be of not more than two (2) years duration, depending upon the course of advanced education for which it is awarded. The scholarship(s) swarded shall annually be reviewed by the Selection Committee, it being Grantor's intention that the Committee shall set scholastic standards for the re~ention by the student to whom awarded, and that should the recipient of the award fall below the scholastic standards set, the award may in th.. discretion of the committ..e be withdrawn and made available to more deserving students. The selection Committee shall annually sward such scholarship(s) with due cOIlBideration for the scholastic achievement of the recipient while in high school or for other achievements (SChOlastic or otherwise) obtained by the recipient, HS Page 2 well as the need of financial assistance on the part of the recipient to whom awarded. although it is not Grantor's intention that either factor be controlling in the ultimate selection, but rather that the dis- cretion of the Selection committee be at all times controlling. The selection of the recipient by the Selection committee shall be without regard to the race, colo~, creed, Sex or religion of the recipient. (d) Th@ application of income as provided under this Trust shall commence nO SQoner than September 1, 1983, provided at least si~ (6) month's income shall then be available. (e) It is Grantor's understanding that the income available from the principal of the Trust Fund "hieh Crantor is herewith creating may be limited in amount and that the initial award(s) may of necessity be limited in amount, duration and number. It is for this reason that so long as the fair market value of the prinCipal of this Trust Fund sball be less than Two Hundred Fifty Thousand ($250,000) Dollars, the Trustee shall be permitted, in its sole discretion, to utilize not More than one-fourth (1/4) of the said principal each year for the prOViding of SCholarship a"ards. At such time as the fair market valus of the Trust Fund principal reacbes Two Hundred Pifty Thousand 1$250,000) Dollars, the Trustee shall utilize only the net income of the Trust for the purpose of awarding educational scholarShips. MTreLl! I II: Grantor or any other party or person from time to time may make additional assets, by Will or otherwise, subject to the terms of this Agreement of Trust. Page 3 I.. ARTICLE IV: others, the following powers; The Trustee shall possess, among (a) To vary or to retain investments, including the stock of any corporate Trustee named herein, when deemed desirable by the Trustee, and to invest in such bonds, etocks, notes, real estate mort;ages or securi- ties or in such other property, real or personal as the Trustee shall deem wise, without being restricted to so-called Illegal investments" and without being- limited to any statute or rule of law regarding inV'es'bnents by fiduciaries. (b) Should it appear desirable to partition lUly real estate, the ~rustee is authorized to make, join in and consummate partitions of lands, VOluntarily or involuntarily, including giving of mutual deeds, recog- ni~ances, or other obliqations with as wide powers as can be exercised by an individual owner in fee simple. (c) To sell either at public or private sale and upon such terms and conditions as the '1'rustee may deem advantageous to the Trust, any or all real or personal estate or interests therein owned by the Truet severally or in conjunction with other persons, and t.o consummate said sale or sales by sufficient deeds or other instru- ments to the pur~has~~ or purchasers, conveyin9 a fee simple title, free and clear of all trust and without obli9ation or liability of the purchaser or purchasers to see to the application of the purchase money, or to make inquiry into the validity of eaid aale or salsa, also, to make, e~ecute, aoknowledge and deliver any and page 4 I. all deeds, assignmen~s, options or other writings which may be necessary Qr desirable in c~rying out any of the powers conferred upon the 7rustee in ~his paragraph or elsewhere in this instxument. (d) To mortgage real estate, and to make leases of real estate, extending beyond the term of the Trust hereunder. (e) To borrow money from any party, inoluding the Trus~ee, to pay indebtedness of the Trust and taxes# and to assign and pledge assets of the Trust tuerefor. ( f) To pay all ooste, taxes, expenses and charges in oonneotion with the adminis~a~ion of the Trust, inoluding a raaaonable compensation ~o agents. (g) In the discretion of the Truste.., to uni~e with other OWIlers of sWlar property in oarrying out any plans for the reorganization of any oorporation or OOlnpiUlY whose seouri ties form a part of the trust. (h) To vote any ehares of stock whioh form a part of the Trust. (i) to sssign to and hold in trust an undivided portion of any asset. (j) To do all other aots in its judgment deemed necessary or desirable for the proper and advantageous management. inveS1:Illent and <!istribu~ion of the trust. (k) To hold secu~ities in its nominoe n~e. Page 5 ARTICLE V, It is agreed that the Grantor may, by instrument in writing, delivered to the Trustee, modify or alter thie Agreement provided that said modification(e) or alteration(e) comply with the requirements of section 501(c)(3) of the Internal Revenue Code and the applicable regulations thereunder and are consistent with the stated purpose of this Agreement of Trust. It is agreed that, . ARTI CLE VI: (a) No part of the net earnings of the Trust Fund may inure to the benefit of any private shareholder or individual, (b) No substantial part of the Trustee I s activi- ties may consist of oarrying on propoganda or otherwise attempting to influence legislation, (c) The Trustee may not participate or intervene in any political campaign on behalf of any candidate for public Office, and (d) upon te=ination Of the Trust for any reascn, the Trust Fund and any aocumulated income shall be distributed for one or more Section 501(c)(3) purposes or for any other purpose permitted by the applicable provisions of the Internal Revanue Code. IN WITNESS WHEREOF, TI'lS Sl1SQUEHANNA TRAIL CHAI'TER OF 'l'HE AMEaICAN BUSINESS WOMEN'S ASSOCIATION has caused this Agreement of Trust to be signed by its President and its seal affixed, attested by its Secretary, all by order of its Board of Directors, Page 6 and CCNB llAN1<. N .A. has caused this Agreement of Trust to be signed by its (Vice) PreBident and its aeal affixed, attested by its Secretary, all by order of its Board of Directors, and all on the day and year first above written. A1:TEST, GRIIN'l'OR: THE SUSQtlEHANNA TRAIL CHA!'TER AMllRICAN BUSINESS WOMEN'S ASSOCIATIO 'i77n~ru ;/ 'U)JJ.~ secretary (SEAL) By: Q"" '''~~,~ Pres ent A1:TEST: TRUSTEE : CCNB BANK, N .A. @tl~ Secre ary By. (SEAL) . $2,300 (Cash) EXlIIBIT .'Al1 EXHIB1~ itA" j COIIIMONWEM..-nl OF Pi:NNsnVANIA SS, COllN'l'Y OF c.Mm\~\OJ1'\L on this, the alp#.) day of January, 1983, before me, a Notary public, the undersigned officer, personally appeared PAULA WILSON who acknowledged herself to be the President of THE SUSQUEHANNA TRAIL CIlI\P:rER OF 1.'lIE I\l'lERICAN BUSINESS WOMEN'S ASSOCIATION. and tbat she, as such President. being authori~ed to do so, executed the foregoing instrument for the p~oses therein contained by signing the name of the corporation by herself as president. IN Wlr.MESS WHEREOF, r hereunto set my hand and notarial seal. flu unda., J 1!1~ Yfrll n , Notary P ic My Co~ission Expires. Oclo b.vu I ) 19 ~ a. (SEM.) ,. ,'"", ~l_ '.'_'~\"""""''''''''''_'_ "..,-'" ,"'I"""'lr..,,,,,.~, '.~"'. ~, '.'~ _'" .,=..,._.,"_,,.,,~,~..,.~__~....,.,,.,,,r=;.~..c_. .1, .', .' .' COI'IMONWSAI.:rn OF PEmiSYINAIIIA COUNTY OF CUm~Lfl,rJD ss: on this. the 31sT day of January, 1963. before DIe. a Notary Public, the undersigned officer. personally appeared R.o~ltlfr /11. J..AAJe who aClmowledged hiDlself to I:>e the (Vice) President of CCNB BANK, N.A'l a corporation, and that he, as such (Vice) President, being authorized to do so, executed the foregoing instrument for the purposes therein contained by signing the name of the corporation by himself aa (Vice) president. IN WIXNEss WBEnEOF, I hereunto set my hand and notarial seal. f1.iJ rMiD ~ Lrn Wli NotllJ:'t/ iiSTicl My co....ission Expires, . , DI.l.UA L WIL K..AlI. ,UBIIC '.\ I:IIIP HILt 10RO. CG8(IWD CDUII1Y ~! (SEAL) .. co..-... "PlIIIIIP.. II, '... ., __w, '1CI",IMllI. lIucl.lloa of .otarld "